Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,530 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $151 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
1,078
shares
|
$696,366
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,074
shares
|
$693,782
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,073
shares
|
$693,136
0.09% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,071
shares
|
$691,844
0.08% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
1,071
shares
|
$691,844
0.08% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
1,071
shares
|
$691,844
0.22% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
1,070
shares
|
$691,198
0.02% of portfolio
|
Q3 2025
Added 176.49%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
1,069
shares
|
$690,552
0.05% of portfolio
|
Q4 2025
Reduced 9.33%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
1,067
shares
|
$689,260
0.27% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
1,061
shares
|
$685,384
0.17% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,054
shares
|
$680,862
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,053
shares
|
$680,216
0.01% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,047
shares
|
$676,341
0.06% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,046
shares
|
$675,695
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
1,040
shares
|
$671,819
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,040
shares
|
$671,819
0.15% of portfolio
|
Q3 2025
Added 47.31%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
1,039
shares
|
$671,173
0.2% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,038
shares
|
$670,527
0.17% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,037
shares
|
$669,881
0.03% of portfolio
|
Q3 2025
Added 39.57%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
1,035
shares
|
$668,589
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
1,032
shares
|
$666,651
0.39% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,028
shares
|
$664,067
0.04% of portfolio
|
Q3 2025
Reduced 36.54%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,024
shares
|
$661,483
0.04% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
1,021
shares
|
$659,545
0.04% of portfolio
|
Q3 2025
Reduced 58.29%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$658,899
0.13% of portfolio
|
Q3 2024
Reduced 8.93%
|
|