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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
705
shares
|
$455,415
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
704
shares
|
$454,769
0.06% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
704
shares
|
$454,769
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
702
shares
|
$453,477
0.1% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
700
shares
|
$452,186
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
700
shares
|
$452,186
0.23% of portfolio
|
Q4 2023
Added 1300.0%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
700
shares
|
$452,186
0.67% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
700
shares
|
$452,186
0.26% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
699
shares
|
$451,540
0.01% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
698
shares
|
$450,894
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
696
shares
|
$449,602
0.19% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
696
shares
|
$449,602
0.19% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
695
shares
|
$448,956
0.13% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
694
shares
|
$448,310
0.05% of portfolio
|
Q4 2025
Reduced 32.69%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
690
shares
|
$445,726
0.32% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
690
shares
|
$445,726
0.23% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
690
shares
|
$445,726
0.24% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
688
shares
|
$444,434
0.05% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
687
shares
|
$443,788
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
687
shares
|
$443,788
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
685
shares
|
$442,496
0.07% of portfolio
|
Q2 2025
Added 47.63%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
685
shares
|
$442,496
0.06% of portfolio
|
Q2 2025
Added 47.63%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
685
shares
|
$442,496
0.19% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
682
shares
|
$440,558
0.06% of portfolio
|
Q3 2025
Added 70.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
681
shares
|
$439,912
0.02% of portfolio
|
Q3 2025
Added 2.71%
|
|