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Who Owns Intuit Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Intuit Inc.

Who crossed 5% of INTU →
Managers holding
67
as of 2026-09-30
Reported value
$185.7M
summed across filings
Shares held
672.6K
Added vs trimmed
28 / 20
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Douglas Lane & Associates, LLCCOMMON130.9K shadded$36.1M
ROCKLAND TRUST COCOM82.4K shadded$22.7M
Mn Services Vermogensbeheer B.V.COM80.8K shheld$22.3M
Border to Coast Pensions Partnership LtdCommon Stock69.5K shtrimmed$19.1M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock52.8K shadded$14.6M
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM45K shheld$12.4M
Bath Savings Trust CoCommon Stock44.7K shtrimmed$12.3M
Allen Mooney & Barnes Investment Advisors LLCStock32.6K shadded$9M
YHB Investment Advisors, Inc.COM17K shtrimmed$4.7M
JACOBS & CO/CACOM14.2K shtrimmed$3.9M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM13.7K shadded$3.8M
Farther Finance Advisors, LLCStock9.3K shadded$2.6M
Wedmont Private CapitalCOM7.7K shadded$2.3M
CENTRAL BANK & TRUST COEquities8K shtrimmed$2.2M
Wealth Enhancement Trust Services, Inc.COM6.5K shadded$1.8M
GAMMA Investing LLCCommon Stock6K shadded$1.7M
RVW Wealth, LLCCOM4.6K shheld$1.3M
Private Capital Advisors, Inc.COM4.3K shheld$1.2M
Ridgewood Investments LLCCOM3K shadded$830.7K
Applied Capital LLC/FLCOM2.9K shadded$811.1K
Cooper Financial GroupCOM2.9K shtrimmed$805.1K
Prota Financial, LLCCOM2K shtrimmed$579.4K
Mirador Capital Partners LPCOM2K shadded$560.5K
LifeGoal Investments, LLCCOM2K shadded$544.5K
PFW Advisors LLCCOM1.7K sh—$478.6K
Atlas Brown,Inc.Stock1.5K shadded$425.9K
EASTERN BANKCOM1.4K shadded$395.6K
Avidian Wealth Enterprises, LLCCOM1.4K shtrimmed$387.6K
Valeo Financial Advisors, LLCStock1.4K shtrimmed$373.8K
AMERICAN NATIONAL BANK & TRUSTCOM1.3K shtrimmed$371.4K
WALLER FINANCIAL PLANNING GROUP, INCCOM1.3K shheld$350.8K
ACT WEALTH MANAGEMENT, LLCCOM1.2K shheld$343.3K
Everhart Financial Group, Inc.COM1.2K shadded$343K
RIVERSEDGE ADVISORS, LLCCOM1.2K shadded$337.5K
Investors Research CorpCOM1.1K shadded$312.1K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shadded$300.8K
NEVILLE RODIE & SHAW INCCOM1.1K shheld$295K
Kennon-Green & Company, LLCStock1.1K shtrimmed$289.8K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM1K shadded$289.3K
AVAII WEALTH MANAGEMENT, LLCCOM878 shadded$246.8K
Veery Capital, LLCCOM812 shtrimmed$223.9K
Stokes Capital Advisors, LLCCOM802 shtrimmed$221.1K
Red Spruce Capital, LLCCOM800 shtrimmed$220.6K
Breakwater Capital GroupCOM798 shtrimmed$220K
Grove Bank & TrustCOM675 shtrimmed$186.1K
Dorato Capital ManagementCOM608 shheld$180.7K
Acropolis Investment Management, LLCCOM654 shheld$180.3K
Quintet Private Bank (Europe) S.A.COM620 shheld$170.9K
CoreCap Advisors, LLCStock613 shadded$169K
Rosenberg Matthew HamiltonStock255 shtrimmed$70.3K
Brown Shipley& Co LtdCOM193 shheld$53.2K
General Partner, Inc.CL187 shheld$51.6K
Bullock Wealth Management GroupStock129 shadded$36.5K
ELEVATION WEALTH PARTNERS, LLCCOM86 shadded$23.7K
Bangor Savings BankCOM54 shheld$14.9K
GK Wealth Management LLCCOM49 sh—$13.5K
STEPH & COCOM43 shadded$11.9K
Retirement Wealth Solutions LLCCOM35 shadded$9.7K
Byrne Asset Management LLCCOM25 shadded$7.1K
TOMPKINS FINANCIAL CORPCOM24 shheld$6.6K
Marquette Asset Management, LLCCOM23 shtrimmed$6.3K
ATWOOD & PALMER INCCOM22 shheld$6.1K
Pacifica Partners Inc.COM15 shheld$4.2K
ARMSTRONG ADVISORY GROUP, INCCOM11 shadded$3K
Davis Capital ManagementStock9 shtrimmed$2.5K
GILPIN WEALTH MANAGEMENT, LLCCOM6 shheld$1.7K
TOTH FINANCIAL ADVISORY CORPCOM3 shtrimmed$828

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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