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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
3
shares
|
$1,937
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2
shares
|
$1,291
0.0% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2
shares
|
$1,291
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2
shares
|
$1,291
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2
shares
|
$1,291
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1
shares
|
$645
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1
shares
|
$645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|