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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$604,600
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
999
shares
|
$603,995
0.01% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
997
shares
|
$602,786
0.54% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
992
shares
|
$599,763
0.14% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
991
shares
|
$599,158
0.02% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
988
shares
|
$597,344
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
986
shares
|
$596,135
0.26% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
985
shares
|
$595,531
0.08% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
982
shares
|
$593,717
0.16% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
977
shares
|
$590,694
0.08% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
976
shares
|
$590,089
0.09% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
971
shares
|
$587,066
0.09% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
970
shares
|
$586,462
1.21% of portfolio
|
Q4 2023
Reduced 24.51%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
969
shares
|
$585,857
0.11% of portfolio
|
Q3 2021
Reduced 9.94%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
968
shares
|
$585,252
0.26% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
963
shares
|
$582,229
0.2% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
961
shares
|
$581,020
0.26% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
960
shares
|
$580,416
0.34% of portfolio
|
Q4 2024
Added 397.41%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
958
shares
|
$579,206
0.36% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
956
shares
|
$577,997
0.45% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
954
shares
|
$576,788
0.26% of portfolio
|
Q3 2024
Added 58.74%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
950
shares
|
$574,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
950
shares
|
$574,370
0.4% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
949
shares
|
$573,765
0.08% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
948
shares
|
$573,160
0.03% of portfolio
|
Q4 2024
Added 10.36%
|