Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,521 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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
372
shares
|
$240,304
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
371
shares
|
$239,658
0.09% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
371
shares
|
$239,658
0.03% of portfolio
|
Q1 2025
Reduced 91.16%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
371
shares
|
$239,658
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
370
shares
|
$239,012
0.28% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
369
shares
|
$238,366
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
369
shares
|
$238,366
0.19% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
368
shares
|
$237,720
0.02% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
368
shares
|
$237,720
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
367
shares
|
$237,074
0.06% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
367
shares
|
$237,074
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
366
shares
|
$236,428
0.02% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
366
shares
|
$236,428
0.05% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
365
shares
|
$235,782
0.06% of portfolio
|
Q3 2025
Added 69.77%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
364
shares
|
$235,136
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
363
shares
|
$234,490
0.14% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
363
shares
|
$234,490
0.08% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
362
shares
|
$233,844
0.03% of portfolio
|
Q4 2025
Reduced 15.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
361
shares
|
$233,198
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
361
shares
|
$233,198
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
359
shares
|
$231,906
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
359
shares
|
$231,906
0.07% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
358
shares
|
$231,260
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
358
shares
|
$231,260
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
357
shares
|
$230,614
0.1% of portfolio
|
Q3 2025
New holding
|
|