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
- 2,030
- −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
- 815 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 1,500 | $921.0K | 0.03% | −2,724−64.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,503 | $922.9K | 0.10% | −651−30.2% | Reduced |
| Sage Mountain Advisors LLC | 1,504 | $923.4K | 0.07% | +222+17.3% | Added |
| Money Concepts Capital Corp | 1,510 | $927.2K | 0.07% | +102+7.2% | Added |
| SRN Advisors, LLC | 1,512 | $928.4K | 1.04% | −35−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 1,515 | $930.3K | 0.02% | −40−2.6% | Reduced |
| Chris Bulman Inc | 1,523 | $935.1K | 0.59% | +18+1.2% | Added |
| Tritonpoint Wealth, LLC | 1,523 | $935.4K | 0.09% | +75+5.2% | Added |
| Wellington Shields Capital Management, LLC | 1,525 | $936.3K | 0.17% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,531 | $940.0K | 0.43% | −32−2.0% | Reduced |
| Calamos Wealth Management LLC | 1,538 | $944.3K | 0.05% | +115+8.1% | Added |
| Wealth Watch Advisors, INC | 3,019 | $946.9K | 0.77% | +1,414+88.1% | Added |
| Great Lakes Advisors, LLC | 1,547 | $949.8K | 0.01% | −242−13.5% | Reduced |
| Curated Wealth Partners LLC | 1,551 | $952.3K | 0.12% | +417+36.8% | Added |
| Fiduciary Alliance LLC | 1,555 | $954.8K | 0.09% | +1,014+187.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,607 | $954.8K | 0.44% | +1,008+168.3% | Added |
| Quadcap Wealth Management, LLC | 1,558 | $956.6K | 0.14% | +88+6.0% | Added |
| Weatherly Asset Management L. P. | 1,559 | $957.0K | 0.09% | −10−0.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,560 | $958.0K | 0.23% | −7−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,562 | $958.8K | 0.19% | −57−3.5% | Reduced |
| Forum Financial Management, LP | 1,565 | $960.9K | 0.02% | +115+7.9% | Added |
| Perpetual Ltd | 1,572 | $965.2K | 0.01% | −97−5.8% | Reduced |
| Barr E S & Co | 1,584 | $972.6K | 0.06% | −225−12.4% | Reduced |
| Ascent Group, LLC | 1,602 | $983.6K | 0.04% | +460+40.3% | Added |
| Founders Financial Securities LLC | 1,592 | $984.2K | 0.08% | +450+39.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,607 | $987.0K | 0.01% | +1,326+471.9% | Added |
| Trust Point Inc. | 1,615 | $991.6K | 0.09% | −685−29.8% | Reduced |
| Regatta Capital Group, LLC | 1,619 | $993.8K | 0.19% | +35+2.2% | Added |
| Heritage Investors Management Corp | 1,628 | $1.00M | 0.03% | +145+9.8% | Added |
| WBH Advisory Inc | 1,630 | $1.00M | 0.09% | −51−3.0% | Reduced |
| Verde Capital Management | 1,631 | $1.00M | 0.28% | +462+39.5% | Added |
| Waller Financial Planning Group, Inc | 1,633 | $1.00M | 0.28% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,639 | $1.01M | 0.20% | −43−2.6% | Reduced |
| Bridgewater Advisors Inc. | 1,616 | $1.01M | 0.09% | +1,616 | New |
| Proficio Capital Partners LLC | 1,641 | $1.01M | 0.08% | −52−3.1% | Reduced |
| Level Four Advisory Services, LLC | 1,641 | $1.01M | 0.04% | −27−1.6% | Reduced |
| IHT Wealth Management, LLC | 1,646 | $1.01M | 0.03% | −40−2.4% | Reduced |
| AlphaCore Capital LLC | 1,653 | $1.01M | 0.09% | +330+24.9% | Added |
| Moody Lynn & Lieberson, LLC | 1,657 | $1.02M | 0.07% | +3+0.2% | Added |
| Norden Group LLC | 1,663 | $1.02M | 0.12% | +19+1.2% | Added |
| Evanson Asset Management, LLC | 1,663 | $1.02M | 0.07% | −86−4.9% | Reduced |
| Alpha Family Trust | 1,665 | $1.02M | 0.60% | +415+33.2% | Added |
| FineMark National Bank & Trust | 1,669 | $1.02M | 0.04% | +160+10.6% | Added |
| Denali Advisors LLC | 1,670 | $1.03M | 0.12% | −6,803−80.3% | Reduced |
| Boston Family Office LLC | 1,671 | $1.03M | 0.07% | +325+24.1% | Added |
| Parthenon LLC | 1,675 | $1.03M | 0.13% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,692 | $1.04M | 0.49% | −92−5.2% | Reduced |
| Optas, LLC | 1,699 | $1.04M | 0.18% | −62−3.5% | Reduced |
| Lee Danner & Bass Inc | 1,706 | $1.05M | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,712 | $1.05M | 0.07% | −143−7.7% | Reduced |
| Legacy Trust | 1,713 | $1.05M | 0.25% | +36+2.1% | Added |
| Koss-Olinger Consulting, LLC | 1,728 | $1.06M | 0.09% | +1,728 | New |
| Madison Asset Management, LLC | 1,737 | $1.07M | 0.01% | −6,802−79.7% | Reduced |
| Advisors Capital Management, LLC | 1,738 | $1.07M | 0.02% | +109+6.7% | Added |
| Cove Private Wealth, LLC | 1,740 | $1.07M | 0.56% | −325−15.7% | Reduced |
| Kensington Investment Counsel, LLC | 1,750 | $1.07M | 0.48% | −20−1.1% | Reduced |
| We Are One Seven, LLC | 1,760 | $1.08M | 0.04% | −238−11.9% | Reduced |
| Zhang Financial LLC | 1,781 | $1.09M | 0.06% | +1,456+448.0% | Added |
| Riverpark Capital Management LLC | 1,789 | $1.10M | 2.02% | −97−5.1% | Reduced |
| BCJ Capital Management, LLC | 1,790 | $1.10M | 0.08% | +448+33.4% | Added |
| Sym Financial Corp | 1,803 | $1.11M | 0.14% | +86+5.0% | Added |
| CNB Bank | 1,805 | $1.11M | 0.56% | +59+3.4% | Added |
| Equitable Holdings, Inc. | 1,809 | $1.11M | 0.01% | +55+3.1% | Added |
| Pettee Investors, Inc. | 1,809 | $1.11M | 0.66% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,812 | $1.11M | 0.21% | −113−5.9% | Reduced |
| Hara Capital LLC | 1,814 | $1.11M | 0.75% | −153−7.8% | Reduced |
| Prospera Financial Services Inc | 1,821 | $1.12M | 0.03% | +723+65.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,834 | $1.13M | 0.17% | +82+4.7% | Added |
| Sargent Investment Group, LLC | 1,841 | $1.13M | 0.18% | +84+4.8% | Added |
| Intrust Bank NA | 1,848 | $1.13M | 0.11% | +207+12.6% | Added |
| Motiv8 Investments LLC | 1,854 | $1.14M | 0.76% | +76+4.3% | Added |
| Fidelis Capital Partners, LLC | 1,830 | $1.14M | 0.12% | +114+6.6% | Added |
| Pictet & Cie (Europe) SA | 1,869 | $1.15M | 0.03% | −123−6.2% | Reduced |
| MJP Associates Inc | 1,873 | $1.15M | 0.21% | +10+0.5% | Added |
| Greykasell Wealth Strategies, Inc. | 1,874 | $1.15M | 0.61% | −32−1.7% | Reduced |
| Point72 (DIFC) Ltd | 1,880 | $1.15M | 0.11% | +1,880 | New |
| Ramirez Asset Management, Inc. | 1,880 | $1.15M | 0.24% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,893 | $1.16M | 0.88% | +122+6.9% | Added |
| Barbara Oil Co. | 1,900 | $1.17M | 0.47% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,907 | $1.17M | 0.18% | +147+8.4% | Added |
| Schear Investment Advisers, LLC | 1,917 | $1.18M | 0.68% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,926 | $1.18M | 0.09% | +188+10.8% | Added |
| Old Port Advisors | 1,927 | $1.18M | 0.35% | −124−6.0% | Reduced |
| CVFG LLC | 1,939 | $1.19M | 1.08% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,940 | $1.19M | 0.55% | +210+12.1% | Added |
| Oarsman Capital, Inc. | 1,944 | $1.19M | 0.21% | +57+3.0% | Added |
| Icon Wealth Advisors, LLC | 1,947 | $1.20M | 0.10% | −579−22.9% | Reduced |
| Smith, Salley & Associates | 1,954 | $1.20M | 0.08% | −24−1.2% | Reduced |
| Pittenger & Anderson Inc | 1,960 | $1.20M | 0.04% | −68−3.4% | Reduced |
| Nelson Capital Management, LLC | 1,965 | $1.21M | 0.21% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,981 | $1.22M | 0.06% | −26−1.3% | Reduced |
| SummitTX Capital, L.P. | 1,981 | $1.22M | 0.05% | +1,981 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,984 | $1.22M | 0.00% | +163+9.0% | Added |
| Capital Investment Advisors, LLC | 1,989 | $1.22M | 0.02% | −173−8.0% | Reduced |
| Liberty Wealth Management LLC | 1,999 | $1.23M | 0.23% | −19−0.9% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,000 | $1.23M | 0.05% | +200+11.1% | Added |
| RFG Advisory, LLC | 2,002 | $1.23M | 0.03% | −822−29.1% | Reduced |
| Brookstone Capital Management | 2,003 | $1.23M | 0.02% | +71+3.7% | Added |
| ICONIQ Capital, LLC | 2,010 | $1.23M | 0.02% | +349+21.0% | Added |
| Arkadios Wealth Advisors | 2,018 | $1.24M | 0.05% | +20+1.0% | Added |