Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,175 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,209
shares
|
$730,961
0.05% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,205
shares
|
$728,543
0.15% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,200
shares
|
$725,520
0.03% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
1,200
shares
|
$725,520
0.5% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,197
shares
|
$723,706
0.6% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,183
shares
|
$715,241
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,181
shares
|
$714,032
0.08% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
1,179
shares
|
$712,823
0.05% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,173
shares
|
$709,195
0.47% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
1,170
shares
|
$707,382
0.19% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,169
shares
|
$706,777
0.04% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
1,169
shares
|
$706,777
0.22% of portfolio
|
Q4 2024
Added 78.75%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,168
shares
|
$706,172
0.06% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,163
shares
|
$703,149
0.05% of portfolio
|
Q3 2024
Added 34.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,162
shares
|
$702,545
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,157
shares
|
$699,522
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,151
shares
|
$695,894
0.21% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,148
shares
|
$694,080
0.16% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,146
shares
|
$692,871
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,146
shares
|
$692,871
0.0% of portfolio
|
Q3 2024
Added 101.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,140
shares
|
$689,244
0.03% of portfolio
|
Q4 2024
Reduced 67.34%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,138
shares
|
$688,034
0.24% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,137
shares
|
$687,430
0.04% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
1,134
shares
|
$685,616
0.08% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,131
shares
|
$683,802
0.76% of portfolio
|
Q4 2023
New holding
|