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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
823
shares
|
$497,585
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
822
shares
|
$496,981
0.04% of portfolio
|
Q2 2024
Added 21.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
815
shares
|
$492,749
0.04% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
813
shares
|
$491,539
0.06% of portfolio
|
Q4 2024
Added 145.62%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
811
shares
|
$490,330
0.0% of portfolio
|
Q1 2024
Reduced 28.61%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
810
shares
|
$489,726
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
809
shares
|
$489,121
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
808
shares
|
$488,516
0.01% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
802
shares
|
$484,889
0.01% of portfolio
|
Q3 2024
Reduced 68.84%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
802
shares
|
$484,889
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
800
shares
|
$483,680
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
798
shares
|
$482,470
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
797
shares
|
$481,866
0.41% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
794
shares
|
$480,052
0.19% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
788
shares
|
$476,424
0.05% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
785
shares
|
$474,611
0.06% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
785
shares
|
$474,611
0.04% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
782
shares
|
$472,797
0.28% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
782
shares
|
$472,797
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
778
shares
|
$470,378
0.07% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
777
shares
|
$469,774
0.05% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
772
shares
|
$466,751
0.18% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$466,146
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
771
shares
|
$466,146
0.26% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
770
shares
|
$465,542
0.05% of portfolio
|
Q2 2021
New holding
|