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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
20
shares
|
$12,919
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
19
shares
|
$12,273
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
19
shares
|
$12,273
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
19
shares
|
$12,273
0.01% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
19
shares
|
$12,273
0.01% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
18
shares
|
$11,627
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
18
shares
|
$11,627
0.0% of portfolio
|
Q3 2024
Reduced 89.29%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
18
shares
|
$11,627
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
17
shares
|
$10,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
17
shares
|
$10,981
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17
shares
|
$10,981
0.0% of portfolio
|
Q3 2023
Reduced 10.53%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
17
shares
|
$10,981
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
17
shares
|
$10,981
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
17
shares
|
$10,981
0.01% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
16
shares
|
$10,335
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16
shares
|
$10,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
15
shares
|
$9,689
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$9,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
15
shares
|
$9,689
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
13
shares
|
$8,397
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
13
shares
|
$8,397
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
13
shares
|
$8,397
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$8,397
0.01% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
12
shares
|
$7,751
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
12
shares
|
$7,751
0.0% of portfolio
|
Q2 2024
Reduced 47.83%
|
|