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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,019
shares
|
$658,253
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,019
shares
|
$658,253
0.02% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
1,010
shares
|
$652,439
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
1,008
shares
|
$651,147
0.27% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,002
shares
|
$647,271
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,001
shares
|
$646,625
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$645,980
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
994
shares
|
$642,104
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
991
shares
|
$640,166
0.02% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
990
shares
|
$639,520
0.19% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
990
shares
|
$639,520
0.24% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
988
shares
|
$638,228
0.04% of portfolio
|
Q4 2025
Reduced 29.38%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
988
shares
|
$638,228
0.04% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
983
shares
|
$634,998
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
975
shares
|
$629,830
0.06% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
970
shares
|
$626,600
1.21% of portfolio
|
Q4 2023
Reduced 24.51%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
970
shares
|
$626,600
0.27% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
969
shares
|
$625,954
0.1% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
969
shares
|
$625,954
0.11% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
968
shares
|
$625,308
0.14% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
961
shares
|
$620,786
0.24% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
960
shares
|
$620,140
0.05% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
960
shares
|
$620,140
0.07% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
957
shares
|
$618,202
0.08% of portfolio
|
Q4 2025
Added 21.29%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
955
shares
|
$616,910
0.2% of portfolio
|
Q4 2025
Added 4.37%
|
|