Congress Holdings

Most held

INTU

Intuit Inc. - Common Stock

Listed by 12 members on their latest annual reports (15 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Gilbert Ray Cisneros, Jr. CA-31 Member 150 Main Street Trust ⇒ Bank of America ⇒ Intuit Inc. (INTU) ST $100,001 - $250,000 August 13, 2026
filing 10074952, p. 19
Rick W. Allen GA-12 Spouse LIVTR ⇒ Intuit Inc. (INTU) ST $50,001 - $100,000 August 11, 2026
filing 10074380, p. 6
Rick W. Allen GA-12 Spouse R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ Intuit Inc. (INTU) ST $50,001 - $100,000 August 11, 2026
filing 10074380, p. 10
Robert P. Bresnahan, Jr. PA-8 Member JP Morgan Brokerage Account ⇒ Intuit Inc. - Common Stock (INTU) ST $15,001 - $50,000 August 13, 2026
filing 10075331, p. 13
Robert P. Bresnahan, Jr. PA-8 Member JP Morgan Brokerage Account #2 ⇒ Intuit Inc. - Common Stock (INTU) ST $15,001 - $50,000 August 13, 2026
filing 10075331, p. 28
Byron Donalds FL-19 Member Moran Wealth IRA ⇒ Intuit Inc. (INTU) ST $1,001 - $15,000 August 13, 2026
filing 10075306, p. 3
Byron Donalds FL-19 Spouse Moran Wealth IRA ⇒ Intuit Inc. (INTU) ST $1,001 - $15,000 August 13, 2026
filing 10075306, p. 3
Josh Gottheimer NJ-5 Joint Morgan Stanley - Select UMA Account # 1 ⇒ Intuit Inc. (INTU) ST $1,001 - $15,000 August 10, 2026
filing 10074410, p. 16
Harriet M. Hageman WY Spouse RBC Wealth Management ⇒ IRA ⇒ Intuit Inc. - Common Stock (INTU) ST $1,001 - $15,000 August 13, 2026
filing 10076067, p. 6
Julie Johnson TX-32 Joint Merrill Lynch Tax Efficient Core ⇒ Intuit Inc. (INTU) ST $1,001 - $15,000 August 13, 2026
filing 10075196, p. 24
William R. Keating MA-9 Member Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) ST $1,001 - $15,000 July 14, 2026
filing 10078334, p. 6
Julia Letlow LA-5 Member Merrill Lynch Investment Account #025 ⇒ Intuit Inc. - Common Stock (INTU) ST $1,001 - $15,000 August 13, 2026
filing 10076014, p. 4
Lucy McBath GA-6 Spouse Curtis - Fidelity Brokerage #2 ⇒ Intuit Inc. - Common Stock (INTU) ST $1,001 - $15,000 September 11, 2026
filing 10074842, p. 8
Dan Newhouse WA-4 Spouse Edward Jones IRA ⇒ Intuit Inc. - Common Stock (INTU) ST $1,001 - $15,000 May 15, 2026
filing 10078107, p. 5
Matt Van Epps TN-7 Member Schwab One Account ⇒ Intuit Inc. - Common Stock (INTU) ST $1 - $1,000 June 15, 2026
filing 10079856, p. 5

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Jefferson Shreve.

How the count is made: see Most held.