Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,525 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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
679
shares
|
$438,620
0.06% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
673
shares
|
$434,744
0.03% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
673
shares
|
$434,744
0.24% of portfolio
|
Q4 2025
Added 3.54%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
673
shares
|
$434,744
0.1% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
672
shares
|
$434,098
0.18% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
671
shares
|
$433,452
0.02% of portfolio
|
Q3 2025
Added 27.57%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
671
shares
|
$433,452
0.12% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
671
shares
|
$433,452
0.21% of portfolio
|
Q3 2025
Added 97.94%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
670
shares
|
$432,806
0.04% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
666
shares
|
$430,222
0.08% of portfolio
|
Q3 2025
Added 57.45%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
666
shares
|
$430,222
0.14% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
666
shares
|
$430,222
0.3% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
665
shares
|
$429,576
0.08% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
665
shares
|
$429,576
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
665
shares
|
$429,576
0.08% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
664
shares
|
$428,930
0.15% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
662
shares
|
$427,638
0.27% of portfolio
|
Q4 2025
Added 47.44%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
660
shares
|
$426,346
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
659
shares
|
$425,700
0.07% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
656
shares
|
$423,762
0.55% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
654
shares
|
$422,470
0.03% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
650
shares
|
$419,887
0.02% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
650
shares
|
$419,887
0.1% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
650
shares
|
$419,887
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
647
shares
|
$417,949
0.28% of portfolio
|
Q3 2025
Reduced 0.31%
|
|