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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
323
shares
|
$208,651
0.04% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
322
shares
|
$208,005
0.14% of portfolio
|
Q4 2025
Reduced 4.17%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
322
shares
|
$208,005
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
321
shares
|
$207,359
0.03% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
320
shares
|
$206,713
0.02% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
320
shares
|
$206,713
0.12% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
319
shares
|
$206,067
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
319
shares
|
$206,067
0.07% of portfolio
|
Q4 2025
Added 8.87%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
318
shares
|
$205,421
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
317
shares
|
$204,775
0.02% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
315
shares
|
$203,483
0.15% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
314
shares
|
$202,837
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
314
shares
|
$202,837
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
313
shares
|
$202,191
0.07% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
311
shares
|
$200,899
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
310
shares
|
$200,253
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
310
shares
|
$200,253
0.01% of portfolio
|
Q3 2025
Reduced 15.53%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
310
shares
|
$200,253
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
310
shares
|
$200,253
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
309
shares
|
$199,607
0.03% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
308
shares
|
$198,961
0.03% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
308
shares
|
$198,961
0.01% of portfolio
|
Q4 2025
Reduced 65.7%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
308
shares
|
$198,961
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
307
shares
|
$198,315
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
307
shares
|
$198,315
0.07% of portfolio
|
Q3 2025
Reduced 10.76%
|
|