Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,519 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 $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
50
shares
|
$32,299
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$32,299
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
49
shares
|
$31,653
0.01% of portfolio
|
Q3 2025
Added 32.43%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
49
shares
|
$31,653
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
48
shares
|
$31,007
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
47
shares
|
$30,361
0.0% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
47
shares
|
$30,361
0.01% of portfolio
|
Q3 2025
Added 135.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
45
shares
|
$29,069
0.01% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
45
shares
|
$29,069
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
45
shares
|
$29,069
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
44
shares
|
$28,423
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
41
shares
|
$26,485
0.0% of portfolio
|
Q3 2025
Reduced 32.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
41
shares
|
$26,485
0.0% of portfolio
|
Q3 2025
Added 57.69%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
41
shares
|
$26,485
0.02% of portfolio
|
Q2 2025
Added 485.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
40
shares
|
$25,839
0.0% of portfolio
|
Q3 2025
Reduced 63.96%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
40
shares
|
$25,839
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
40
shares
|
$25,839
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
36
shares
|
$23,255
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
36
shares
|
$23,255
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
35
shares
|
$22,609
0.0% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
35
shares
|
$22,609
0.0% of portfolio
|
Q3 2025
Reduced 89.94%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
35
shares
|
$22,609
0.0% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
35
shares
|
$22,609
0.03% of portfolio
|
Q3 2025
Reduced 79.77%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
34
shares
|
$21,963
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
33
shares
|
$21,317
0.0% of portfolio
|
Q1 2023
Added 94.12%
|
|