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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
953
shares
|
$615,618
0.02% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
952
shares
|
$614,972
0.11% of portfolio
|
Q3 2025
Added 145.36%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
950
shares
|
$613,681
0.03% of portfolio
|
Q3 2025
Added 4423.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
949
shares
|
$613,035
0.08% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
948
shares
|
$612,389
0.34% of portfolio
|
Q4 2025
Reduced 9.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
947
shares
|
$611,743
0.04% of portfolio
|
Q4 2022
Reduced 15.6%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
946
shares
|
$611,097
0.2% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
946
shares
|
$611,097
0.41% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
943
shares
|
$609,159
0.36% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
941
shares
|
$607,867
0.2% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
938
shares
|
$605,929
0.08% of portfolio
|
Q3 2025
Reduced 41.63%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
929
shares
|
$600,115
0.1% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
926
shares
|
$598,177
0.16% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
925
shares
|
$597,531
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
925
shares
|
$597,531
0.1% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
923
shares
|
$596,239
0.02% of portfolio
|
Q3 2025
Reduced 54.19%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
923
shares
|
$596,239
0.47% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
921
shares
|
$594,947
0.25% of portfolio
|
Q3 2025
Reduced 33.41%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
920
shares
|
$594,301
0.05% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
919
shares
|
$593,655
0.07% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
917
shares
|
$592,363
0.56% of portfolio
|
Q3 2025
Added 24.25%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
916
shares
|
$591,717
0.01% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
915
shares
|
$591,071
0.03% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
912
shares
|
$589,133
0.05% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
911
shares
|
$588,487
0.42% of portfolio
|
Q3 2025
New holding
|
|