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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
445
shares
|
$287,461
0.14% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
444
shares
|
$286,815
0.05% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
443
shares
|
$286,169
0.02% of portfolio
|
Q3 2025
Reduced 76.34%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
441
shares
|
$284,877
0.01% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
438
shares
|
$282,939
0.01% of portfolio
|
Q4 2025
Added 7.88%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
438
shares
|
$282,939
0.13% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
435
shares
|
$281,001
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
435
shares
|
$281,001
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
434
shares
|
$280,355
0.02% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
434
shares
|
$280,355
0.1% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
433
shares
|
$279,709
0.07% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
432
shares
|
$279,063
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
432
shares
|
$279,063
0.19% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
432
shares
|
$279,063
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
431
shares
|
$278,417
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
431
shares
|
$278,417
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
430
shares
|
$277,771
0.1% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
429
shares
|
$277,125
0.17% of portfolio
|
Q4 2025
Added 13.49%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
428
shares
|
$276,479
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
427
shares
|
$275,833
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
426
shares
|
$275,187
0.07% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
426
shares
|
$275,187
0.02% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
424
shares
|
$273,895
0.05% of portfolio
|
Q3 2025
Reduced 57.89%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
424
shares
|
$273,895
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
423
shares
|
$273,249
0.03% of portfolio
|
Q3 2025
New holding
|
|