Filing Research | INTU - Intuit Inc Institutional Holdings

Snapshot holdings

50 / 470 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	2.4MSH	$618.1M
2	Robeco Institutional Asset Management B.V.	Shares	754.0KSH	$196.8M
3	Lindsell Train Ltd	Shares	666.9KSH	$174.1M
4	Swedbank AB	Shares	295.5KSH	$77.1M
5	Alecta Tjanstepension Omsesidigt	Shares	255.2KSH	$66.6M
6	Mirae Asset Global Investments Co., Ltd.	Shares	176.2KSH	$46.0M
7	Ninety One North America, Inc.	Shares	172.2KSH	$44.9M
8	WILSEY ASSET MANAGEMENT INC	Shares	125.3KSH	$32.7M
9	Assenagon Asset Management S.A.	Shares	118.1KSH	$30.8M
10	INVESTMENT HOUSE LLC	Shares	66.6KSH	$28.8M
11	Y-Intercept (Hong Kong) Ltd	Shares	109.4KSH	$28.6M
12	Douglas Lane & Associates, LLC	Shares	104.8KSH	$27.4M
13	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	99.1KSH	$25.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	161.0KSH	$24.7M
15	JOHNSON INVESTMENT COUNSEL INC	Shares	85.3KSH	$22.3M
16	Czech National Bank	Shares	78.7KSH	$20.5M
17	FACTORY MUTUAL INSURANCE CO	Shares	76.6KSH	$20.0M
18	ROCKLAND TRUST CO	Shares	75.8KSH	$19.8M
19	NorthCrest Asset Manangement, LLC	Shares	71.6KSH	$19.6M
20	IFM Investors Pty Ltd	Shares	65.9KSH	$17.2M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	65.5KSH	$17.1M
22	WestEnd Advisors, LLC	Shares	64.6KSH	$16.9M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	61.1KSH	$15.9M
24	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	60.0KSH	$15.7M
25	Mediolanum International Funds Ltd	Shares	57.9KSH	$15.4M
26	BENJAMIN EDWARDS INC	Shares	58.3KSH	$15.2M
27	SteelPeak Wealth, LLC	Shares	51.4KSH	$13.4M
28	Quilter Plc	Shares	50.0KSH	$13.1M
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	48.4KSH	$12.6M
30	Bath Savings Trust Co	Shares	48.1KSH	$12.6M
31	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	46.7KSH	$12.2M
32	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	45.8KSH	$12.0M
33	HM PAYSON & CO	Shares	45.3KSH	$11.8M
34	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Shares	45.0KSH	$11.7M
35	Trinity Street Asset Management LLP	Shares	44.0KSH	$11.5M
36	BARLOW WEALTH PARTNERS, LLC	Shares	41.3KSH	$11.2M
37	Police & Firemen's Retirement System of New Jersey	Shares	40.5KSH	$10.6M
38	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	39.4KSH	$10.3M
39	DAVIDSON INVESTMENT ADVISORS	Shares	37.9KSH	$9.9M
40	GATEWAY INVESTMENT ADVISERS LLC	Shares	37.5KSH	$9.8M
41	Vest Financial, LLC	Shares	35.9KSH	$9.4M
42	Addenda Capital Inc.	Shares	34.0KSH	$8.9M
43	Union Bancaire Privee, UBP SA	Shares	34.1KSH	$8.8M
44	Alley Investment Management Company, LLC	Shares	33.1KSH	$8.6M
45	Ninety One SA (PTY) Ltd	Shares	32.8KSH	$8.6M
46	ABN AMRO INVESTMENT SOLUTIONS	Shares	32.6KSH	$8.5M
47	Louisiana State Employees Retirement System	Shares	31.7KSH	$8.3M
48	Allen Mooney & Barnes Investment Advisors LLC	Shares	31.2KSH	$8.1M
49	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	30.5KSH	$8.0M
50	STRATEGIC PLANNING GROUP, LLC	Shares	29.7KSH	$7.7M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 611 loaded

#		Instrument
1	WILSEY ASSET MANAGEMENT INC new	Shares	+125.3K	+$32.7M	$32.7M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+99.7K	+$24.4M	$28.6M
3	Assenagon Asset Management S.A. added	Shares	+69.9K	+$10.0M	$30.8M
4	SteelPeak Wealth, LLC added	Shares	+39.8K	+$8.4M	$13.4M
5	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+33.5K	+$8.1M	$9.8M
6	BARLOW WEALTH PARTNERS, LLC added	Shares	+27.1K	+$5.7M	$11.2M
7	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+11.8K	+$3.1M	$3.1M
8	SALEM INVESTMENT COUNSELORS INC added	Shares	+10.7K	+$2.7M	$2.9M
9	Poehling Capital Management, INC. new	Shares	+9.1K	+$2.4M	$2.4M
10	INTACT INVESTMENT MANAGEMENT INC. new	Shares	+8.7K	+$2.3M	$2.3M
11	BRIGHT ROCK CAPITAL MANAGEMENT, LLC added	Shares	+22.5K	+$2.0M	$11.7M
12	LITTLEJOHN FINANCIAL SERVICES, INC. new	Shares	+6.1K	+$1.6M	$1.6M
13	Sivia Capital Partners, LLC new	Shares	+6.0K	+$1.6M	$1.6M
14	Fluent Financial, LLC new	Shares	+5.6K	+$1.5M	$1.5M
15	MATRIX ASSET ADVISORS INC/NY added	Shares	+7.1K	+$1.2M	$2.8M
16	Brookwood Investment Group LLC new	Shares	+4.2K	+$1.1M	$1.1M
17	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+4.0K	+$1.0M	$1.0M
18	PKO Investment Management Joint-Stock Co added	Shares	+10.3K	+$981.8K	$5.3M
19	Fideuram Asset Management (Ireland) dac added	Shares	+2.7K	+$885.8K	$1.1M
20	Capstone Capital Management Ltd new	Shares	+3.3K	+$871.5K	$871.5K
21	STRATEGIC PLANNING GROUP, LLC added	Shares	+13.6K	+$806.5K	$7.7M
22	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+13.9K	+$784.0K	$8.0M
23	Sylvest Advisors, LLC new	Shares	+3.0K	+$782.2K	$782.2K
24	Vest Financial, LLC added	Shares	+16.0K	+$769.4K	$9.4M
25	Fifth Third Wealth Advisors LLC added	Shares	+5.7K	+$703.6K	$2.7M
26	Trust Asset Management LLC added	Shares	+3.0K	+$622.1K	$2.0M
27	DOLIVER ADVISORS, LP added	Shares	+3.4K	+$579.1K	$1.3M
28	Baader Bank Aktiengesellschaft added	Shares	+2.3K	+$539.2K	$748.0K
29	J.W. COLE ADVISORS, INC. new	Shares	+1.8K	+$476.8K	$476.8K
30	Waycross Investment Management Co added	Shares	+2.6K	+$473.5K	$1.0M
31	Wedmont Private Capital added	Shares	+3.2K	+$472.0K	$1.8M
32	Atlas Brown,Inc. new	Shares	+1.5K	+$400.3K	$400.3K
33	Apollon Wealth Management, LLC added	Shares	+9.8K	+$384.3K	$5.9M
34	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.3K	+$322.4K	$2.3M
35	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+1.2K	+$300.7K	$300.7K
36	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+1.1K	+$284.0K	$284.0K
37	LVZ, Inc. added	Shares	+1.6K	+$277.7K	$620.5K
38	Demars Financial Group, LLC added	Shares	+3.2K	+$265.1K	$1.7M
39	Mosley Wealth Management added	Shares	+992	+$244.6K	$267.8K
40	BAKER TILLY WEALTH MANAGEMENT, LLC new	Shares	+920	+$240.1K	$240.1K
41	Balefire, LLC new	Shares	+846	+$220.8K	$220.8K
42	CFS Investment Advisory Services, LLC new	Shares	+793	+$218.4K	$218.4K
43	Platform Technology Partners new	Shares	+828	+$216.2K	$216.2K
44	City Center Advisors, LLC new	Shares	+789	+$205.9K	$205.9K
45	ASPIRIANT, LLC new	Shares	+772	+$201.6K	$201.6K
46	HIGHLINE WEALTH PARTNERS LLC added	Shares	+892	+$132.6K	$385.4K
47	Churchill Financial Advisors, LLC new	PUT	+500	+$130.5K	$130.5K
48	Rare Wolf Capital LLC added	Shares	+1.4K	+$126.8K	$717.0K
49	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.9K	+$126.5K	$1.1M
50	Centennial Wealth Advisory LLC added	Shares	+917	+$121.3K	$419.2K

Scroll to load more