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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
1,066
shares
|
$644,503
0.01% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,066
shares
|
$644,503
0.45% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,063
shares
|
$642,689
0.08% of portfolio
|
Q2 2024
Added 5.46%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$642,689
0.44% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,055
shares
|
$637,853
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,053
shares
|
$636,643
0.26% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,048
shares
|
$633,620
0.01% of portfolio
|
Q4 2024
Reduced 65.11%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,046
shares
|
$632,411
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,044
shares
|
$631,202
0.12% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,038
shares
|
$627,574
0.17% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
1,036
shares
|
$626,365
0.07% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
1,035
shares
|
$625,761
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
1,035
shares
|
$625,761
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,029
shares
|
$622,133
0.21% of portfolio
|
Q2 2024
Added 57.82%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$616,692
0.13% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,016
shares
|
$614,273
0.02% of portfolio
|
Q4 2024
Added 187.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,014
shares
|
$613,064
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
1,013
shares
|
$612,459
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
1,010
shares
|
$610,646
0.03% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,008
shares
|
$609,436
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
1,008
shares
|
$609,436
0.05% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,007
shares
|
$608,832
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,001
shares
|
$605,204
0.01% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$604,600
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$604,600
0.01% of portfolio
|
Q2 2024
Reduced 53.07%
|