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Intuit (INTU) Institutional Ownership

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$747.90 -21.69 (-2.82%)
Closing price 04:00 PM Eastern
Extended Trading
$753.62 +5.73 (+0.77%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Intuit (NASDAQ:INTU)

Current
Institutional Ownership
Percentage
83.66%
Number of
Institutional Buyers
(last 12 months)
1427
Total
Institutional Inflows
(last 12 months)
$20.57B
Number of
Institutional Sellers
(last 12 months)
1066
Total
Institutional Outflows
(last 12 months)
$13.75B
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INTU Institutional Buying and Selling by Quarter

Intuit Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Burns J W & Co. Inc. NY287$226K0.0%N/A0.000%
7/10/2025Carderock Capital Management Inc.11,350$8.94M2.3%+6.1%0.004%
7/10/2025Worth Asset Management LLC1,802$1.42M0.7%N/A0.001%
7/10/2025Moody National Bank Trust Division414$326K0.0%+5.6%0.000%
7/10/2025YHB Investment Advisors Inc.20,596$16.22M1.3%+0.4%0.007%
7/10/2025Rockland Trust Co.37,030$29.17M1.4%-2.5%0.013%
7/10/2025ARS Wealth Advisors Group LLC308$243K0.0%N/A0.000%
7/10/2025Mogy Joel R Investment Counsel Inc.73,231$57.68M3.3%+0.2%0.026%
7/10/2025Ferguson Wellman Capital Management Inc.13,691$10.78M0.2%-1.0%0.005%
7/10/2025Baker Tilly Wealth Management LLC322$254K0.1%N/A0.000%
7/10/2025Exchange Traded Concepts LLC17,593$13.86M0.2%-20.0%0.006%
7/10/2025Bigelow Investment Advisors LLC650$512K0.2%+5.2%0.000%
7/10/2025Fulton Bank N.A.2,517$1.98M0.1%+2.9%0.001%
7/10/2025NorthCrest Asset Manangement LLC69,896$54.56M1.5%-0.7%0.025%
7/10/2025Wealth Enhancement Advisory Services LLC39,329$30.70M0.1%+20.9%0.014%
7/10/2025Longboard Asset Management LP285$224K0.6%N/A0.000%
7/10/2025Atticus Wealth Management LLC735$579K0.2%+4.7%0.000%
7/10/2025Bath Savings Trust Co49,902$39.30M4.0%+0.4%0.018%
7/10/2025Mn Services Vermogensbeheer B.V.104,505$82.31M0.6%+1.5%0.037%
7/10/2025RFG Holdings Inc.372$294K0.1%-72.7%0.000%
7/10/2025Wedmont Private Capital4,314$3.32M0.1%+4.4%0.002%
7/10/2025Swedbank AB130,528$102.81M0.1%+11.4%0.047%
7/10/2025Baader Bank Aktiengesellschaft4,966$3.91M0.3%+53.8%0.002%
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd54,871$43.22M0.4%+2.5%0.020%
7/10/2025Brooklyn FI LLC451$355K0.1%-29.5%0.000%
7/10/2025KMG Fiduciary Partners LLC771$607K0.0%+1.8%0.000%
7/10/2025Shira Ridge Wealth Management255$201K0.1%N/A0.000%
7/10/2025Focus Financial Network Inc.2,255$1.78M0.1%+2.7%0.001%
7/10/2025Sovran Advisors LLC1,230$961K0.1%-14.8%0.000%
7/10/2025Sunflower Bank N.A.526$414K0.1%+4.8%0.000%
7/9/2025Sivia Capital Partners LLC886$698K0.2%+23.1%0.000%
7/9/2025Intelligence Driven Advisers LLC307$242K0.0%N/A0.000%
7/9/2025Dynamic Advisor Solutions LLC9,251$7.29M0.2%-3.6%0.003%
7/9/2025Gilman Hill Asset Management LLC265$209K0.0%N/A0.000%
7/9/2025Channel Wealth LLC485$382K0.1%+27.6%0.000%
7/9/2025Stokes Capital Advisors LLC6,928$5.46M1.3%-1.4%0.002%
7/9/2025Sunpointe LLC326$257K0.1%-3.8%0.000%
7/9/2025Sapient Capital LLC20,811$16.39M0.3%-7.2%0.007%
7/9/2025Procyon Advisors LLC2,334$1.84M0.2%-24.0%0.001%
7/9/2025Pallas Capital Advisors LLC1,584$1.25M0.0%+281.7%0.001%
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7/9/2025Gateway Investment Advisers LLC3,436$2.71M0.0%-75.5%0.001%
7/9/2025Baron Wealth Management LLC316$249K0.1%N/A0.000%
7/9/2025Fermata Advisors LLC316$249K0.1%-30.2%0.000%
7/9/2025Aaron Wealth Advisors LLC2,075$1.63M0.2%+96.5%0.001%
7/9/2025Financiere des Professionnels Fonds d investissement inc.763$601K0.0%N/A0.000%
7/9/2025Thrive Wealth Management LLC1,739$1.37M0.2%-4.0%0.001%
7/9/2025Breakwater Capital Group1,111$875K0.1%-3.9%0.000%
7/9/2025Balefire LLC366$288K0.1%N/A0.000%
7/9/2025Catalyst Private Wealth LLC860$677K0.3%-9.2%0.000%
7/9/2025Harbor Capital Advisors Inc.5,937$4.68M0.2%-0.8%0.002%
7/9/2025Fiduciary Alliance LLC1,776$1.40M0.1%+14.2%0.001%
7/9/2025First Bank & Trust5,350$4.21M0.8%-2.5%0.002%
7/9/2025Emprise Bank262$206K0.1%N/A0.000%
7/9/2025Central Bank & Trust Co.10,444$8.23M1.3%-6.8%0.004%
7/9/2025Woodstock Corp667$525K0.0%-2.2%0.000%
7/9/2025Veracity Capital LLC737$581K0.2%+7.3%0.000%
7/9/2025Riversedge Advisors LLC362$285K0.1%N/A0.000%
7/9/2025Westmount Partners LLC317$250K0.1%N/A0.000%
7/9/2025Czech National Bank68,334$53.82M0.4%+6.3%0.024%
7/9/2025Livforsakringsbolaget Skandia Omsesidigt69,035$54.37M0.1%+503.7%0.025%
7/9/2025Sandy Cove Advisors LLC349$275K0.1%-4.9%0.000%
7/9/2025MassMutual Private Wealth & Trust FSB1,963$1.55M0.0%-9.3%0.001%
7/8/2025 Everpar Advisors LLC923$727K0.3%+12.3%0.000%
7/8/2025 Arlington Trust Co LLC2,234$1.76M0.3%+1.1%0.001%
7/8/2025 Paladin Wealth LLC932$734K0.6%-16.4%0.000%
7/8/2025 RMR Wealth Builders3,076$2.42M0.2%+4.6%0.001%
7/8/2025 Quintet Private Bank Europe S.A.2,557$2.01M0.1%-22.6%0.001%
7/8/2025 Gradient Investments LLC28,736$22.63M0.4%-17.6%0.010%
7/8/2025 E. Ohman J or Asset Management AB127,434$100.37M2.5%+73.8%0.046%
7/8/2025 Parallel Advisors LLC25,296$19.92M0.4%-1.5%0.009%
7/7/2025 Veery Capital LLC845$666K0.2%+6.4%0.000%
7/7/2025 Value Partners Investments Inc.3,866$3.04M0.2%+5.1%0.001%
7/7/2025 Accelerate Investment Advisors LLC671$528K0.4%+4.7%0.000%
7/7/2025 Capital Asset Advisory Services LLC4,604$3.59M0.2%-3.9%0.002%
7/7/2025 Verde Capital Management1,762$1.39M0.3%+8.0%0.001%
7/7/2025 Zevenbergen Capital Investments LLC25,706$20.25M0.4%-0.4%0.009%
7/7/2025 First Citizens Financial Corp332$261K0.1%N/A0.000%
7/7/2025 Insight Wealth Strategies LLC3,291$2.57M0.3%N/A0.001%
7/7/2025 Nova Wealth Management Inc.261$206K0.2%-18.4%0.000%
7/7/2025 Abner Herrman & Brock LLC30,684$24.17M2.7%+0.8%0.011%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,543$2.01M0.3%+15.3%0.001%
7/7/2025 Aletheian Wealth Advisors LLC316$249K0.1%N/A0.000%
7/7/2025 Centurion Wealth Management LLC276$218K0.1%N/A0.000%
7/7/2025 Douglas Lane & Associates LLC44,880$35.35M0.5%+31.8%0.016%
7/7/2025 RB Capital Management LLC3,189$2.51M0.6%+2.4%0.001%
7/3/2025 McLean Asset Management Corp522$404K0.1%+4.8%0.000%
7/3/2025 Fiduciary Financial Group LLC268$209K0.0%N/A0.000%
7/2/2025 HBW Advisory Services LLC696$549K0.1%-2.8%0.000%
7/2/2025 First Financial Bank Trust Division1,448$1.14M0.1%-2.2%0.001%
7/2/2025 Waller Financial Planning Group Inc.1,272$1.00M0.2%-22.1%0.000%
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7/2/2025 Central Pacific Bank Trust Division3,746$2.95M0.4%-7.8%0.001%
7/1/2025 Harbor Investment Advisory LLC1,204$948K0.1%-3.8%0.000%
7/1/2025 Stonebridge Capital Management Inc.10,560$8.32M3.3%-1.9%0.004%
7/1/2025 Kera Capital Partners Inc.673$530K0.1%N/A0.000%
6/26/2025AG2R LA Mondiale Gestion D Actifs10,352$6.36M0.4%N/A0.004%
6/23/2025Swedbank AB117,208$71.97M0.1%-0.1%0.042%
6/18/2025Voya Investment Management LLC117,262$72.00M0.1%+22.9%0.042%
6/17/2025Howe & Rusling Inc.20,985$12.88M1.1%+93.1%0.008%
6/17/2025Guinness Asset Management LTD70,908$43.52M0.8%+5.3%0.025%
6/5/2025Cim LLC31,983$19.64M2.9%-0.4%0.011%
(Data available from 1/1/2016 forward)

INTU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INTU shares?

During the previous two years, 2,252 institutional investors and hedge funds held shares of Intuit. The most heavily invested institutionals were Vanguard Group Inc. ($16.78B), BlackRock Inc. ($10.64B), State Street Corp ($7.65B), Price T Rowe Associates Inc. MD ($5.54B), Geode Capital Management LLC ($3.83B), Wellington Management Group LLP ($3.47B), and FMR LLC ($2.55B).Learn more on Intuit's institutional investors.

What percentage of Intuit's stock is owned by institutional investors?

83.66% of Intuit's stock is owned by institutional investors. Learn more on INTU's institutional investor holdings.

Which institutional investors have been buying Intuit's stock?

Of the 1,929 institutional investors that purchased Intuit's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($157.18M), Norges Bank ($7.01M), Wellington Management Group LLP ($3.83M), GAMMA Investing LLC ($2.83M), Nuveen LLC ($1.44M), Parnassus Investments LLC ($1.39M), and Nicholas Hoffman & Company LLC. ($1.28M).

How much institutional buying is happening at Intuit?

Institutional investors have bought a total of 32,869,120 shares in the last 24 months. This purchase volume represents approximately $20.57B in transactions.

Which of Intuit's major shareholders have been selling company stock?

Of the 1,066 institutional investors that sold Intuit's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.56M), Massachusetts Financial Services Co. MA ($1.26M), Principal Financial Group Inc. ($1.04M), Artisan Partners Limited Partnership ($900.04K), Durable Capital Partners LP ($711.59K), Legal & General Group Plc ($641.16K), and Franklin Resources Inc. ($616.69K).

How much institutional selling is happening at Intuit?

Institutional investors have sold a total of 21,987,478 shares in the last 24 months. This volume of shares sold represents approximately $13.75B in transactions.


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This page (NASDAQ:INTU) was last updated on 7/10/2025 by MarketBeat.com Staff
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