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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
891
shares
|
$538,698
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
885
shares
|
$535,071
0.03% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
876
shares
|
$529,629
0.39% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
874
shares
|
$528,420
0.07% of portfolio
|
Q1 2022
Added 3.31%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
872
shares
|
$527,211
0.06% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
871
shares
|
$526,606
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
871
shares
|
$526,606
0.31% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
870
shares
|
$526,002
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
869
shares
|
$525,397
0.13% of portfolio
|
Q1 2022
Reduced 5.44%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
865
shares
|
$522,979
0.17% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
862
shares
|
$521,165
0.12% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
862
shares
|
$521,165
0.06% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
855
shares
|
$516,933
0.04% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
855
shares
|
$516,933
0.35% of portfolio
|
Q1 2024
Reduced 86.9%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
854
shares
|
$516,328
0.15% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
854
shares
|
$516,328
0.02% of portfolio
|
Q3 2024
Reduced 16.68%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
853
shares
|
$515,723
0.11% of portfolio
|
Q4 2023
Added 21.86%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$513,910
0.3% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
849
shares
|
$513,305
0.19% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
849
shares
|
$513,305
0.07% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
843
shares
|
$509,677
0.02% of portfolio
|
Q3 2024
Reduced 48.72%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
843
shares
|
$509,677
0.0% of portfolio
|
Q4 2024
Reduced 34.6%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
842
shares
|
$509,073
0.04% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
841
shares
|
$508,468
0.37% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
835
shares
|
$504,841
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|