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Intuit (INTU) Institutional Ownership

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$609.41 +5.28 (+0.87%)
As of 01/21/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Intuit (NASDAQ:INTU)

Current
Institutional Ownership
Percentage
83.66%
Number of
Institutional Buyers
(last 12 months)
1167
Total
Institutional Inflows
(last 12 months)
$12.36B
Number of
Institutional Sellers
(last 12 months)
848
Total
Institutional Outflows
(last 12 months)
$8.44B
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INTU Institutional Buying and Selling by Quarter

Intuit Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC900$566K0.1%+5.3%0.000%
1/21/2025First Citizens Bank & Trust Co.3,000$1.89M0.0%-2.4%0.001%
1/21/2025Archford Capital Strategies LLC4,079$2.56M0.4%+0.6%0.001%
1/21/2025Precedent Wealth Partners LLC963$605K0.2%+10.4%0.000%
1/21/2025AlphaMark Advisors LLC66$41K0.0%+6,500.0%0.000%
1/21/2025Tran Capital Management L.P.45,643$28.69M3.3%-5.4%0.016%
1/21/2025Moody Lynn & Lieberson LLC1,654$1.04M0.1%-70.4%0.001%
1/21/2025Anderson Hoagland & Co.12,985$7.85M0.8%-0.4%0.005%
1/21/2025Flagship Harbor Advisors LLC2,007$1.26M0.1%+3.8%0.001%
1/21/2025Compass Wealth Management LLC5,035$3.16M0.8%-3.7%0.002%
1/21/2025Grimes & Company Inc.366$230K0.0%+7.0%0.000%
1/21/2025Linden Thomas Advisory Services LLC7,362$4.63M0.6%+6.1%0.003%
1/21/2025Cyndeo Wealth Partners LLC6,862$4.31M0.3%+3.7%0.002%
1/21/2025Dynamic Advisor Solutions LLC9,219$5.79M0.3%-2.5%0.003%
1/21/2025Fifth Third Bancorp47,575$29.90M0.1%-2.6%0.017%
1/21/2025DGS Capital Management LLC1,038$652K0.2%-7.7%0.000%
1/21/2025Cottonwood Capital Advisors LLC486$305K0.2%+31.0%0.000%
1/21/2025Petredis Investment Advisors LLC4,272$2.69M0.3%-1.6%0.002%
1/21/2025Gradient Investments LLC29,181$18.34M0.4%+11.3%0.010%
1/21/2025Curated Wealth Partners LLC1,134$713K0.1%-9.4%0.000%
1/21/2025Benin Management CORP453$285K0.1%+8.6%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.281$177K0.0%-11.4%0.000%
1/21/2025Exchange Traded Concepts LLC3,744$2.35M0.0%-79.4%0.001%
1/21/2025Berbice Capital Management LLC638$401K0.3%N/A0.000%
1/21/2025Lindsell Train Ltd769,617$483.70M12.1%-16.0%0.275%
1/21/2025RFG Advisory LLC2,824$1.78M0.1%-10.3%0.001%
1/21/2025MFA Wealth Services585$368K0.3%N/A0.000%
1/21/2025Brighton Jones LLC3,552$2.23M0.1%+61.3%0.001%
1/21/2025Conway Capital Management Inc.3,610$2.27M1.0%-1.6%0.001%
1/17/2025 Cerro Pacific Wealth Advisors LLC1,108$688K0.2%-7.2%0.000%
1/17/2025 New Century Financial Group LLC986$621K0.3%-18.3%0.000%
1/17/2025 Apeiron RIA LLC854$537K0.2%+4.4%0.000%
1/17/2025 Veracity Capital LLC772$485K0.2%+8.7%0.000%
1/17/2025 Verde Capital Management1,169$734K0.2%+78.7%0.000%
1/17/2025 Capital Planning Advisors LLC2,413$1.52M0.2%+11.2%0.001%
1/17/2025 Whalen Wealth Management Inc.988$621K0.4%N/A0.000%
1/17/2025 Avior Wealth Management LLC564$355K0.0%+227.9%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.43,313$27.22M1.2%+3.8%0.015%
1/17/2025 Raleigh Capital Management Inc.393$247K0.1%+7.7%0.000%
1/17/2025 Mutual Advisors LLC2,813$1.71M0.0%+4.6%0.001%
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1/17/2025 True North Advisors LLC409$257K0.1%+4.3%0.000%
1/17/2025 Wendell David Associates Inc.39,853$25.05M2.5%-0.4%0.014%
1/17/2025 Traynor Capital Management Inc.924$581K0.0%-3.4%0.000%
1/17/2025 Janney Montgomery Scott LLC39,268$24.68M0.1%+25.0%0.014%
1/17/2025 Bartlett & CO. Wealth Management LLC125,370$78.79M1.1%+3.3%0.045%
1/17/2025 Eagle Capital Management LLC12,489$7.85M3.2%+0.2%0.004%
1/17/2025 Park Place Capital Corp310$195K0.1%+15.7%0.000%
1/17/2025 Dakota Wealth Management4,027$2.53M0.1%-0.7%0.001%
1/17/2025 Bourne Lent Asset Management Inc.566$356K0.1%-29.7%0.000%
1/17/2025 Braun Bostich & Associates Inc.373$234K0.2%-6.3%0.000%
1/17/2025 Eads & Heald Wealth Management2,761$1.74M0.9%+0.7%0.001%
1/17/2025 Barlow Wealth Partners Inc.17,305$10.75M1.4%+3.1%0.006%
1/17/2025 XML Financial LLC395$248K0.0%+20.1%0.000%
1/17/2025 Nisa Investment Advisors LLC160,405$100.82M0.4%+33.9%0.057%
1/17/2025 Simon Quick Advisors LLC1,865$1.17M0.1%+12.1%0.001%
1/17/2025 Red Spruce Capital LLC1,784$1.12M0.5%-7.6%0.001%
1/17/2025 Sheets Smith Wealth Management15,947$10.02M1.2%-0.2%0.006%
1/17/2025 Bourgeon Capital Management LLC1,146$720K0.1%N/A0.000%
1/17/2025 Perfromance Wealth Partners LLC666$419K0.0%-7.8%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.2,100$1.32M0.6%+200.0%0.001%
1/17/2025 Roberts Wealth Advisors LLC5,692$3.54M1.1%-0.4%0.002%
1/17/2025 Mogy Joel R Investment Counsel Inc.71,986$45.24M2.7%+0.6%0.026%
1/17/2025 Atomi Financial Group Inc.2,532$1.59M0.1%+11.3%0.001%
1/17/2025 Transform Wealth LLC885$556K0.0%+13.8%0.000%
1/17/2025 Chesley Taft & Associates LLC2,445$1.54M0.1%-26.4%0.001%
1/17/2025 Alpha Cubed Investments LLC329$207K0.0%N/A0.000%
1/17/2025 Segment Wealth Management LLC30,944$19.45M1.3%+0.5%0.011%
1/17/2025 Perpetual Ltd1,669$1.05M0.0%-10.2%0.001%
1/16/2025 Lmcg Investments LLC407$256K0.0%-95.3%0.000%
1/16/2025 Legal Advantage Investments Inc.7,466$4.69M2.5%-1.2%0.003%
1/16/2025 Aspiriant LLC619$389K0.0%N/A0.000%
1/16/2025 Crossmark Global Holdings Inc.21,406$13.45M0.2%-25.3%0.008%
1/16/2025 Sugar Maple Asset Management LLC46$29K0.0%N/A0.000%
1/16/2025 Ballentine Partners LLC3,682$2.31M0.0%-3.2%0.001%
1/16/2025 Pure Financial Advisors LLC325$204K0.0%N/A0.000%
1/16/2025 Addenda Capital Inc.23,247$14.61M0.7%+41.2%0.008%
1/16/2025 Koshinski Asset Management Inc.1,090$685K0.0%+11.9%0.000%
1/16/2025 Ulland Investment Advisors LLC767$482K0.3%-13.5%0.000%
1/16/2025 Central Bank & Trust Co.13,488$8.48M1.3%-10.7%0.005%
1/16/2025 Harbor Investment Advisory LLC1,257$790K0.1%-5.8%0.000%
1/16/2025 Overbrook Management Corp25,171$15.82M3.4%+2.3%0.009%
1/16/2025 Zhang Financial LLC325$204K0.0%N/A0.000%
1/16/2025 Guinness Atkinson Asset Management Inc10,859$6.83M3.5%-6.5%0.004%
1/16/2025 MassMutual Private Wealth & Trust FSB1,965$1.24M0.0%-74.8%0.001%
1/16/2025 Guinness Asset Management LTD67,354$42.33M0.8%+9.9%0.024%
1/16/2025 Corundum Group Inc.430$270K0.1%-10.2%0.000%
1/16/2025 Stokes Capital Advisors LLC6,751$4.24M1.1%+9.4%0.002%
1/16/2025 UMB Bank n.a.43,677$27.45M0.4%-32.3%0.016%
1/16/2025 Wealth Management Partners LLC565$355K0.2%-11.4%0.000%
1/16/2025 Thrive Wealth Management LLC1,925$1.21M0.2%-3.4%0.001%
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1/16/2025 Trueblood Wealth Management LLC1,730$1.09M0.5%+1.3%0.001%
1/16/2025 Mechanics Bank Trust Department904$568K0.1%+43.0%0.000%
1/16/2025 Diversify Advisory Services LLC2,937$1.83M0.1%-19.7%0.001%
1/16/2025 Diversify Wealth Management LLC5,929$3.70M0.3%+102.5%0.002%
1/16/2025 LVW Advisors LLC443$278K0.0%-8.8%0.000%
1/16/2025 City Holding Co.5,573$3.50M0.5%-20.3%0.002%
1/16/2025 Ellsworth Advisors LLC9,078$5.71M1.5%-1.5%0.003%
1/16/2025 Cascade Investment Group Inc.2,395$1.51M1.1%-0.8%0.001%
1/16/2025 Grove Bank & Trust976$613K0.1%+4.6%0.000%
1/16/2025 Brady Martz Wealth Solutions LLC548$342K0.1%N/A0.000%
(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, 2,000 institutional investors and hedge funds held shares of Intuit. The most heavily invested institutionals were Vanguard Group Inc. ($16.94B), Oribel Capital Management LP ($15.35B), BlackRock Inc. ($10.64B), State Street Corp ($7.65B), Price T Rowe Associates Inc. MD ($5.61B), Geode Capital Management LLC ($3.70B), and FMR LLC ($3.02B).Learn more on INTU's institutional investors.

What percentage of Intuit stock is owned by institutional investors?

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

Which institutional investors have been buying Intuit stock?

Of the 1,722 institutional investors that purchased Intuit 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 ($157.17M), Norges Bank ($3.36M), Wellington Management Group LLP ($2.85M), Fisher Asset Management LLC ($1.34M), Parnassus Investments LLC ($1.34M), Artisan Partners Limited Partnership ($1.18M), and International Assets Investment Management LLC ($986.57K).

How much institutional buying is happening at Intuit?

Institutional investors have bought a total of 196,831,154 shares in the last 24 months. This purchase volume represents approximately $93.48B in transactions.

Which Intuit major shareholders have been selling company stock?

Of the 1,205 institutional investors that sold Intuit stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($4.51M), FMR LLC ($1.73M), Winslow Capital Management LLC ($1.48M), Findlay Park Partners LLP ($1.34M), Edgewood Management LLC ($730.23K), Coatue Management LLC ($729.87K), and Wellington Management Group LLP ($721.64K).

How much institutional selling is happening at Intuit?

Institutional investors have sold a total of 32,620,761 shares in the last 24 months. This volume of shares sold represents approximately $17.21B in transactions.



This page (NASDAQ:INTU) was last updated on 1/22/2025 by MarketBeat.com Staff
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