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Get Institutions for : 
Intuit Inc (INTU)  
$615.20 10.42 (1.67%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1802    50
Total shares held : 
 233,869,669  
% of shares held : 
 89.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   72  
Amount of shares held : 
 5,516,934  
% of shares held change : 
   2.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $517.80  
Last Quarter's Ending Price : 
 $625.03  
Last Quarter's Average Price : 
 $551.59  
Change from last quarter's     
avg. price to the last closing  : 
63.61 (11.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
146
 4,723,386
 2.02%
 
Increased Positions :
669
 11,729,770
 5.02%
 
Unchanged Positions :
340
 3,191,153
 1.36%
 
Decreased Positions :
647
-9,263,745
-3.96%
 
Closed Positions :
96
-1,672,477
-0.72%
 
Guru Positions :
3
3,147,219
 1.35%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Valley Forge Advisors LLC 5 - 2023-12-31 444,881 $278,064,000 0
   STATE TREASURER STATE OF MICHIGAN 29 - 2024-03-31 167,590 $108,934,000 0
   Milestone Resources Group Ltd 14 - 2023-12-31 162,895 $101,814,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 48 - 2023-12-31 159,040 $99,405,000 0
   Financial Gravity Wealth Inc. 37 - 2023-12-31 48,617 $88,120,000 0
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 33 - 2023-12-31 106,766 $66,732,000 0
   Lannebo Fonder AB - 2023-12-31 60,000 $37,808,000 0
   ADAMS EXPRESS CO 24 - 2024-03-31 47,600 $30,940,000 0
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 21 - 2024-03-31 42,900 $27,885,000 0
   HILLMAN CO 4 - 2024-03-31 38,994 $25,346,000 0
   DE BURLO GROUP INC 7 - 2023-12-31 47,330 $24,183,000 0
   GABELLI FUNDS LLC 217 - 2023-12-31 25,903 $16,190,000 0
   Manchester Global Management (UK) Ltd 11 - 2023-12-31 25,600 $16,001,000 0
   COHEN KLINGENSTEIN, LLC 36 - 2024-03-31 20,600 $13,390,000 0
   FIRST LONG ISLAND INVESTORS, LLC 38 - 2023-12-31 20,400 $12,751,000 0
   AMICA MUTUAL INSURANCE CO 18 - 2023-12-31 18,803 $11,752,000 0
   XXEC Inc. 3 - 2024-03-31 17,730 $11,525,000 0
   BRIGHT ROCK CAPITAL MANAGEMENT, LLC 17 - 2024-03-31 15,000 $9,750,000 0
   MARSICO CAPITAL MANAGEMENT LLC 38 - 2023-12-31 14,365 $8,979,000 0
   SHEETS SMITH & ASSOCIATES INC 17 - 2023-09-30 15,997 $8,174,000 0
   GUINNESS ATKINSON ASSET MANAGEMENT INC 11 - 2024-03-31 11,592 $7,535,000 0
   STONEBRIDGE CAPITAL MANAGEMENT INC 7 - 2024-03-31 11,410 $7,417,000 0
   Freemont Management S.A. 50 - 2023-12-31 8,700 $5,438,000 0
   Iyo Bank Ltd. 14 - 2024-03-31 8,183 $5,319,000 0
   PRESCOTT GROUP CAPITAL MANAGEMENT LLC 26 - 2023-12-31 8,149 $5,093,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 64 - 2024-03-31 7,427 $4,826,000 0
   HBW Advisory Services LLC 27 - 2024-03-31 6,956 $4,348,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 243 - 2023-12-31 6,700 $4,188,000 0
   Nordwand Advisors LLC 11 - 2023-12-31 6,321 $3,951,000 0
   PRIVATE CAPITAL ADVISORS INC 32 - 2023-12-31 6,150 $3,844,000 0
   KINGSWOOD WEALTH ADVISORS LLC 51 - 2024-03-31 5,038 $3,275,000 0
   Long Road Investment Counsel LLC 26 - 2023-12-31 5,170 $3,264,000 0
   VIKING FUND MANAGEMENT LLC 56 - 2024-03-31 5,000 $3,250,000 0
   GLYNN CAPITAL MANAGEMENT LLC 29 - 2023-12-31 5,000 $3,125,000 0
   WELCH & FORBES LLC 158 - 2023-12-31 4,607 $2,880,000 0
   Ironwood Wealth Management llc 38 - 2024-03-31 4,408 $2,865,000 0
   Biltmore Family Office LLC 31 - 2023-12-31 4,538 $2,836,000 0
   Aubrey Capital Management Ltd 28 - 2024-03-31 4,900 $2,757,000 0
   COHEN CAPITAL MANAGEMENT, INC. 49 - 2023-12-31 4,340 $2,713,000 0
   Settian Capital LP 13 - 2023-12-31 4,000 $2,500,000 0
   Inlet Private Wealth LLC 47 - 2024-03-31 3,828 $2,488,000 0
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 56 - 2024-03-31 3,740 $2,431,000 0
   Willow Creek Wealth Management Inc. 44 - 2023-12-31 3,690 $2,306,000 0
   Ellis Investment Partners LLC 56 - 2024-03-31 3,308 $2,150,000 0
   STONNINGTON GROUP LLC 50 - 2023-03-31 4,560 $2,015,000 0
   Analyst IMS Investment Management Services Ltd. 43 - 2023-12-31 3,191 $1,994,000 0
   Trust Asset Management LLC 39 - 2023-12-31 3,178 $1,986,000 0
   PANAGORA ASSET MANAGEMENT INC 568 - 2023-12-31 3,163 $1,977,000 0
   REDW Stanley Financial Advisors LLC - 2023-12-31 3,152 $1,970,000 0
   S&CO INC 107 - 2023-12-31 2,751 $1,719,000 0
   MARKEL CORP 122 - 2023-12-31 2,720 $1,700,000 0
   ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC 47 - 2023-12-31 2,574 $1,609,000 0
   BANCORPSOUTH BANK 116 - 2023-12-31 2,547 $1,592,000 0
   FSA Wealth Management LLC 14 - 2023-12-31 2,172 $1,358,000 0
   Mirador Capital Partners LP 67 - 2024-03-31 2,033 $1,321,000 0
   Perpetual Investment Management Limited 92 - 2022-12-31 3,200 $1,246,000 0
   Community Capital Management Inc. 28 - 2023-09-30 2,400 $1,226,000 0
   INTECH INVESTMENT MANAGEMENT LLC 400 - 2023-12-31 1,960 $1,225,000 0
   Evanson Asset Management LLC 103 - 2024-03-31 1,829 $1,189,000 0
   Barbara Oil Co. 53 - 2023-12-31 1,900 $1,188,000 0
   Amica Retiree Medical Trust 22 - 2023-09-30 2,317 $1,184,000 0
   Ramirez Asset Management Inc. 119 - 2023-12-31 1,880 $1,175,000 0
   BARR E S & CO 51 - 2023-12-31 1,859 $1,162,000 0
   Pettee Investors Inc. 62 - 2023-12-31 1,809 $1,131,000 0
   MONETARY MANAGEMENT GROUP INC 72 - 2023-12-31 1,800 $1,125,000 0
   Himension Fund 27 - 2023-12-31 1,769 $1,106,000 0
   WALLER FINANCIAL PLANNING GROUP INC 36 - 2024-03-31 1,633 $1,061,000 0
   Y.D. More Investments Ltd 77 - 2023-12-31 1,685 $1,053,000 0
   PARTHENON LLC 72 - 2023-12-31 1,675 $1,047,000 0
   FIRST FINANCIAL BANK - TRUST DIVISION 111 - 2024-03-31 1,600 $1,040,000 0
   Three Bridge Wealth Advisors LLC 41 - 2023-12-31 1,636 $1,023,000 0
   Signature Resources Capital Management LLC 16 - 2024-03-31 1,584 $990,000 0
   VAN STRUM & TOWNE INC 46 - 2023-12-31 1,486 $929,000 0
   COCONUT GROVE BANK 100 - 2023-12-31 1,455 $909,000 0
   WESTFIELD CAPITAL MANAGEMENT CO LLC 226 - 2023-12-31 1,410 $881,000 0
   Harbor Group Inc. 34 - 2024-03-31 1,329 $864,000 0
   Pinnacle West Asset Management Inc. 49 - 2024-03-31 1,320 $858,000 0
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 1,365 $853,000 0
   MMBG INVESTMENT ADVISORS CO. 89 - 2023-12-31 1,345 $841,000 0
   SPINNAKER TRUST 144 - 2023-12-31 1,329 $831,000 0
   NEVILLE RODIE & SHAW INC 142 - 2024-03-31 1,207 $785,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 264 - 2023-12-31 1,240 $775,000 0
   1ST SOURCE BANK 148 - 2023-12-31 1,230 $769,000 0
   Stanley-Laman Group Ltd. 128 - 2024-03-31 1,151 $748,000 0
   Authentikos Wealth Advisory LLC 30 - 2023-12-31 1,191 $744,000 0
   WHALEROCK POINT PARTNERS LLC 75 - 2023-12-31 1,176 $735,000 0
   NBT BANK N A /NY 235 - 2024-03-31 1,092 $710,000 0
   CONCENTRIC WEALTH MANAGEMENT LLC 84 - 2023-12-31 1,130 $706,000 0
   Forum Financial Management LP 215 - 2023-12-31 1,108 $693,000 0
   Yarbrough Capital LLC 111 - 2024-03-31 1,055 $686,000 0
   MEITAV DASH INVESTMENTS LTD 229 - 2023-12-31 1,092 $684,000 0
   KMG FIDUCIARY PARTNERS LLC 163 - 2024-03-31 1,050 $683,000 0
   Aaron Wealth Advisors 133 - 2024-03-31 1,012 $658,000 0
   WHARTON BUSINESS GROUP, LLC 85 - 2023-12-31 1,035 $647,000 0
   SAND HILL ADVISORS INC/CA 116 - 2023-12-31 1,020 $638,000 0
   RBF CAPITAL, LLC 343 - 2023-12-31 1,000 $625,000 0
   Symmetry Partner LLC 255 - 2024-03-31 946 $615,000 0
   Tolleson Wealth Management Inc. 54 - 2023-12-31 969 $606,000 0
   GODSEY & GIBB ASSOCIATES 64 - 2024-03-31 905 $588,000 0
   Axiom Advisory LLC 24 - 2024-03-31 897 $583,000 0
  100 Records found
  1    
  Page 1 of 1
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