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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
403
shares
|
$260,329
0.1% of portfolio
|
Q4 2025
Added 55.0%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
403
shares
|
$260,329
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
402
shares
|
$259,683
0.02% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
402
shares
|
$259,683
0.06% of portfolio
|
Q4 2025
Reduced 10.47%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
402
shares
|
$259,683
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
401
shares
|
$259,037
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
401
shares
|
$259,037
0.04% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
401
shares
|
$259,037
0.35% of portfolio
|
Q3 2023
Reduced 19.8%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
400
shares
|
$258,392
0.21% of portfolio
|
Q3 2025
Reduced 69.23%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
400
shares
|
$258,392
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
400
shares
|
$258,392
0.03% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
400
shares
|
$258,392
0.01% of portfolio
|
Q3 2025
Reduced 91.67%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
400
shares
|
$258,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
400
shares
|
$258,392
0.19% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
400
shares
|
$258,392
0.48% of portfolio
|
Q3 2025
Reduced 92.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
399
shares
|
$257,746
0.01% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
399
shares
|
$257,746
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
398
shares
|
$257,100
0.08% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
398
shares
|
$257,100
0.1% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
398
shares
|
$257,100
0.09% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
397
shares
|
$256,454
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
397
shares
|
$256,454
0.07% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
396
shares
|
$255,808
0.08% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
394
shares
|
$254,516
0.03% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
393
shares
|
$253,870
0.02% of portfolio
|
Q3 2025
Added 5.36%
|
|