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Livermore
ZHEN

Intuit Inc.

INTU
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0000896878

In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.

13F holders, Q1 2025

Institutional positions in Intuit Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,031
−2 vs. Q4 2024
Shares held
235.6M
+2.74M (+1.2%) vs. Q4 2024
Total value
$144.5B
−$1.72B (−1.2%) vs. Q4 2024
New holders
165
770 more added
Sold out
167
816 more reduced

34 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 2,031 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ1 2025: $144.5B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2024.

Institutions holding INTU in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%00.0%Unchanged
Birchbrook, Inc.0$150.00%−1−100.0%Reduced
DHJJ Financial Advisors, Ltd.1$6140.00%00.0%Unchanged
HFM Investment Advisors, LLC1$6140.00%+1New
Bay Harbor Wealth Management, LLC2$1.23K0.00%+2New
Evermay Wealth Management LLC2$1.23K0.00%00.0%Unchanged
Breakwater Investment Management2$1.23K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$1.23K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3$1.84K0.00%−171−98.3%Reduced
ESL Trust Services, LLC3$1.84K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.3$1.84K0.00%00.0%Unchanged
GoalVest Advisory LLC3$1.84K0.00%+3New
Bare Financial Services, Inc3$1.84K0.00%+3New
American Capital Advisory, LLC3$1.84K0.00%+3New
1620 Investment Advisors, Inc.3$2.01K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.4$2.46K0.00%−848−99.5%Reduced
Cape Investment Advisory, Inc.4$2.46K0.00%−50−92.6%Reduced
Longfellow Investment Management Co LLC4$2.46K0.00%00.0%Unchanged
Blume Capital Management, Inc.4$2.46K0.00%+4New
Armstrong Advisory Group, Inc4$2.51K0.00%00.0%Unchanged
Winthrop Capital Management, LLC4$3.00K0.00%−3−42.9%Reduced
Tortoise Investment Management, LLC5$3.07K0.00%−80−94.1%Reduced
Asset Planning,Inc5$3.07K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.5$3.07K0.00%00.0%Unchanged
First Command Advisory Services, Inc.5$3.07K0.00%+5New
Pineridge Advisors LLC6$3.68K0.00%−17−73.9%Reduced
Jackson, Grant Investment Advisers, Inc.6$3.68K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC6$3.68K0.00%00.0%Unchanged
FWL Investment Management, LLC6$3.68K0.00%+6New
PayPay Securities Corp6$3.75K0.21%−1−14.3%Reduced
PrairieView Partners, LLC8$4.00K0.00%00.0%Unchanged
Briaud Financial Planning, Inc8$4.00K0.00%00.0%Unchanged
Quest Partners LLC7$4.30K0.00%−926−99.2%Reduced
PFG Private Wealth Management, LLC7$4.30K0.00%00.0%Unchanged
Fairscale Capital, LLC7$4.30K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC7$4.30K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.7$4.30K0.00%+4+133.3%Added
Core Alternative Capital8$4.91K0.00%−9−52.9%Reduced
McIlrath & Eck, LLC8$4.91K0.00%−3−27.3%Reduced
Bradley & Co. Private Wealth Management, LLC8$4.91K0.00%00.0%Unchanged
Altshuler Shaham Ltd8$4.91K0.00%+8New
Morton Brown Family Wealth, LLC8$4.91K0.00%+8New
Winnow Wealth LLC9$5.11K0.00%+3+50.0%Added
Cooksen Wealth, LLC8$5.20K0.01%+8New
Principia Wealth Advisory, LLC9$5.37K0.01%+2+28.6%Added
Trifecta Capital Advisors, LLC9$5.53K0.00%−35−79.5%Reduced
Bruce G. Allen Investments, LLC9$5.53K0.00%00.0%Unchanged
WestEnd Advisors, LLC9$5.53K0.00%+7+350.0%Added
Garde Capital, Inc.9$5.53K0.00%+9New
True Wealth Design, LLC10$5.88K0.00%+2+25.0%Added
Keystone Global Partners, LLC10$6.14K0.00%+10New
Barrett & Company, Inc.10$6.14K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$6.14K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC10$6.14K0.01%00.0%Unchanged
JNBA Financial Advisors10$6.14K0.00%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd10$6.14K0.00%00.0%Unchanged
Fiduciary Wealth Partners, LLC10$6.14K0.01%+10New
Iron Horse Wealth Management, LLC10$6.14K0.00%+10New
BFSG, LLC11$6.75K0.00%−52−82.5%Reduced
Sittner & Nelson, LLC11$6.75K0.00%−2−15.4%Reduced
WealthCollab, LLC11$6.75K0.00%00.0%Unchanged
Kozak & Associates, Inc.12$7.18K0.00%00.0%Unchanged
South Plains Financial, Inc.12$7.37K0.01%00.0%Unchanged
TFC Financial Management12$7.37K0.00%−3−20.0%Reduced
Cedar Wealth Management, LLC12$7.37K0.00%00.0%Unchanged
Mascoma Wealth Management LLC12$7.37K0.00%00.0%Unchanged
Byrne Asset Management LLC12$7.37K0.01%00.0%Unchanged
Westside Investment Management, Inc.13$7.98K0.00%00.0%Unchanged
ORG Wealth Partners, LLC13$7.98K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$7.98K0.00%00.0%Unchanged
First PREMIER Bank13$8.00K0.00%00.0%Unchanged
PFS Partners, LLC13$8.07K0.00%00.0%Unchanged
Summerhill Capital Management lnc.14$8.60K0.01%−5,966−99.8%Reduced
Wood Tarver Financial Group, LLC15$9.21K0.00%00.0%Unchanged
Richardson Financial Services Inc.15$9.21K0.01%+5+50.0%Added
Missouri Trust & Investment Co16$9.82K0.00%00.0%Unchanged
Rakuten Securities, Inc.16$9.82K0.00%+6+60.0%Added
Greenline Partners, LLC16$9.82K0.00%+16New
Vision Financial Markets LLC16$9.94K0.01%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd16$10.0K0.00%+12+300.0%Added
IAG Wealth Partners, LLC17$10.4K0.00%00.0%Unchanged
Parvin Asset Management, LLC17$10.4K0.01%+17New
Dogwood Wealth Management LLC17$10.4K0.01%+17New
Atlas Capital Advisors LLC18$11.1K0.00%00.0%Unchanged
WealthTrak Capital Management LLC18$11.1K0.01%+8+80.0%Added
Cheviot Value Management, LLC18$11.4K0.00%+18New
Adirondack Trust Co19$11.7K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC19$11.7K0.01%00.0%Unchanged
Aviso Financial Inc.21$12.9K0.00%−36−63.2%Reduced
Transce3nd, LLC21$12.9K0.01%−2−8.7%Reduced
Fairway Wealth LLC22$13.5K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC22$13.5K0.00%+2+10.0%Added
Park Square Financial Group, LLC23$14.1K0.01%+20+666.7%Added
First Pacific Financial23$14.2K0.00%+2+9.5%Added
Investment Management Corp25$15.2K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC25$15.3K0.00%+25New
Raffa Wealth Management, LLC26$16.0K0.00%00.0%Unchanged
Longview Financial Advisors LLC27$16.6K0.01%00.0%Unchanged
Valued Wealth Advisors LLC27$16.6K0.01%00.0%Unchanged
Nemes Rush Group LLC27$16.7K0.00%00.0%Unchanged