Heritage Family Offices »

Intuit shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 1.7k 662.42

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Wells Fargo & Company (WFC)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for Heritage Family Offices

Top funds holding Intuit

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Wellington Management Company
Invesco
Northern Trust
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Brown Advisory Holdings Incorporated
Goldman Sachs Group
FMR
Fisher Investments
Bank of New York Mellon

View all funds holding Intuit