13F

Stock

Intuit Inc.

INTU · held by 26 managers

Reported value

$1.24B

Holders

26

+3 new · −0 exited

Holders’ est. mark

$13.5M

Price effect on 14 books still in the name

Largest holder

$886.3M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.41M$886.3M$9.74MAdded$79.8M
Marex Group plc245.9K$154.6M$1.84MCut−$59.9M
DANSKE BANK A/S174.7K$109.8M$1.31MCut−$32.4M
Swiss Life Asset Management Ltd70.2K$44.1M$431.2KAdded$7.18M
Evelyn Partners Investment Management LLP17.1K$10.8MHeld
Evelyn Partners Asset Management Ltd15.8K$9.91MHeld
Evelyn Partners Investment Management Services Ltd13K$8.18MHeld
Altrafin AG9.81K$6.17M$72.5KAdded$167.4K
Danica Pension, Livsforsikringsaktieselskab6.95K$4.37M$49.6KAdded$263.3K
Kentucky Farm Bureau Mutual Insurance Co4K$2.51M$30KAdded$30K
Aventura Private Wealth, LLC1.03K$644.8KHeld
ELEVATION POINT WEALTH PARTNERS, LLC946$594.6K$7.09KCut−$9.67K
Ramiah Investment Group843$529.8K$5.98KAdded$34.9K
Severin Investments, LLC843$529.8KHeld
Leonteq Securities AG759$477K$5.69KCut−$168.2K
Prestige Wealth Management Group LLC696$437.5K$5.22KAdded$5.84K
Saranac Partners Ltd665$418KNew
National Philanthropic Trust467$293.5KNew
Burton Enright Welch361$226.9KNew
Catherine Avery Investment Management LLC300$188.6KHeld
Clark Wealth Partners126$79.4KHeld
Medallion Wealth Advisors, LLC90$56.6KHeld
Ransom Advisory, Ltd84$52.8K$630Added$630
Cornerstone National Bank & Trust Co57$35.8K$428Added$428
Evelyn Partners Investment Management (Europe) Ltd10$6.29KHeld
CHESAPEAKE ASSET MANAGEMENT LLC2$1.26K$15Added$15

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.