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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
460
shares
|
$297,150
0.03% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
459
shares
|
$296,504
0.05% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
458
shares
|
$295,858
0.02% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
458
shares
|
$295,858
0.07% of portfolio
|
Q3 2025
Reduced 19.65%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
458
shares
|
$295,858
0.21% of portfolio
|
Q4 2025
Reduced 14.87%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
457
shares
|
$295,212
0.08% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
457
shares
|
$295,212
0.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
457
shares
|
$295,212
0.09% of portfolio
|
Q4 2025
Reduced 11.09%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
455
shares
|
$293,920
0.15% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
454
shares
|
$293,274
0.02% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
451
shares
|
$291,336
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
451
shares
|
$291,336
0.06% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
450
shares
|
$290,691
0.01% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
450
shares
|
$290,691
0.05% of portfolio
|
Q4 2025
Reduced 29.8%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
450
shares
|
$290,691
0.14% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
448
shares
|
$289,399
0.22% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
448
shares
|
$289,399
0.03% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
447
shares
|
$288,753
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
447
shares
|
$288,753
0.12% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
447
shares
|
$288,753
0.17% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
446
shares
|
$288,107
0.04% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
446
shares
|
$288,107
0.21% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
445
shares
|
$287,461
0.11% of portfolio
|
Q4 2025
Reduced 3.89%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
445
shares
|
$287,461
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
445
shares
|
$287,461
0.02% of portfolio
|
Q3 2025
Reduced 83.55%
|
|