INTU Intuit Inc.
Intuit Inc. (INTU) Institutional Ownership
What the institutions did with INTU last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROCKLAND TRUST CO | 82.4K | 38.9% |
| CX Institutional | 48.9K | 23.1% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 45.0K | 21.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13.7K | 6.5% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 6.7K | 3.2% |
| DOLIVER ADVISORS, LP | 3.1K | 1.5% |
| Ridgewood Investments LLC | 3.0K | 1.4% |
| Versant Capital Management, Inc | 1.8K | 0.9% |
| EASTERN BANK | 1.4K | 0.7% |
| MassMutual Private Wealth & Trust, FSB | 1.1K | 0.5% |
| NEVILLE RODIE & SHAW INC | 1.1K | 0.5% |
| Kennon-Green & Company, LLC | 1.1K | 0.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1.0K | 0.5% |
| Boltwood Capital Management | 814 | 0.4% |
| Rosenberg Matthew Hamilton | 255 | 0.1% |
| General Partner, Inc. | 187 | 0.1% |
| Coastline Trust Co | 135 | 0.1% |
| TOMPKINS FINANCIAL CORP | 24 | 0.0% |
| Planning Strategies Inc. | 21 | 0.0% |
| GoalVest Advisory LLC | 15 | 0.0% |
| Polaris Financial Partners | 9 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 1.2K | 48.9K | +47.7K |
| ROCKLAND TRUST CO | Increased | 75.8K | 82.4K | +6.6K |
| DOLIVER ADVISORS, LP | Reduced | 5.2K | 3.1K | -2.1K |
| Kennon-Green & Company, LLC | Reduced | 2.2K | 1.1K | -1.2K |
| PRIVATE CLIENT SERVICES, LLC | Sold Out | 852 | 0 | -852 |
| Versant Capital Management, Inc | Increased | 1.6K | 1.8K | +267 |
| MassMutual Private Wealth & Trust, FSB | Increased | 835 | 1.1K | +256 |
| Boltwood Capital Management | Reduced | 1.0K | 814 | -204 |
| EASTERN BANK | Increased | 1.2K | 1.4K | +195 |
| Ridgewood Investments LLC | Increased | 2.8K | 3.0K | +193 |
| Rosenberg Matthew Hamilton | Reduced | 430 | 255 | -175 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 920 | 1.0K | +129 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 6.6K | 6.7K | +93 |
| Sarver Vrooman Wealth Advisors | Sold Out | 69 | 0 | -69 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 13.7K | 13.7K | +55 |
| Noble Wealth Management PBC | Sold Out | 31 | 0 | -31 |
| Coastline Trust Co | Reduced | 153 | 135 | -18 |
| Planning Strategies Inc. | Increased | 5 | 21 | +16 |
| GoalVest Advisory LLC | Increased | 10 | 15 | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.