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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 2,022 | $1.24M | 0.22% | −22−1.1% | Reduced |
| Byrne Financial Freedom, LLC | 2,022 | $1.24M | 0.71% | +3+0.1% | Added |
| DB Fitzpatrick & Co, Inc | 2,024 | $1.24M | 1.18% | −247−10.9% | Reduced |
| Cooper Financial Group | 2,025 | $1.24M | 0.16% | +33+1.7% | Added |
| Premier Path Wealth Partners, LLC | 2,034 | $1.25M | 0.19% | +112+5.8% | Added |
| Crew Capital Management, Ltd. | 2,037 | $1.25M | 1.02% | +10+0.5% | Added |
| FSA Wealth Management LLC | 2,037 | $1.25M | 0.53% | −16−0.8% | Reduced |
| Wealth Alliance | 2,043 | $1.25M | 0.15% | +218+11.9% | Added |
| Mutual Advisors, LLC | 2,011 | $1.26M | 0.04% | −802−28.5% | Reduced |
| Asset Dedication, LLC | 2,046 | $1.26M | 0.10% | −127−5.8% | Reduced |
| Quantitative Investment Management, LLC | 2,050 | $1.26M | 0.12% | +2,050 | New |
| Forbes J M & Co LLP | 2,060 | $1.26M | 0.12% | −314−13.2% | Reduced |
| United Asset Strategies, Inc. | 2,062 | $1.27M | 0.12% | +156+8.2% | Added |
| Wealthspire Advisors, LLC | 2,065 | $1.27M | 0.01% | −212−9.3% | Reduced |
| Wolverine Trading, LLC | 2,121 | $1.27M | 0.04% | −6,526−75.5% | Reduced |
| Accretive Wealth Partners, LLC | 2,031 | $1.27M | 0.45% | +180+9.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,097 | $1.29M | 0.03% | −230−9.9% | Reduced |
| Quent Capital, LLC | 2,123 | $1.30M | 0.14% | −87−3.9% | Reduced |
| Nixon Peabody Trust Co | 2,125 | $1.30M | 0.11% | +171+8.8% | Added |
| Wedbush Securities Inc | 2,165 | $1.33M | 0.05% | +169+8.5% | Added |
| Massmutual Trust Co FSB | 2,165 | $1.33M | 0.04% | +200+10.2% | Added |
| McRae Capital Management Inc | 2,172 | $1.33M | 0.28% | −50−2.3% | Reduced |
| GTS Securities LLC | 2,173 | $1.33M | 0.06% | −728−25.1% | Reduced |
| Brown Financial Advisors | 2,179 | $1.34M | 0.55% | +359+19.7% | Added |
| Integrated Wealth Concepts LLC | 2,181 | $1.34M | 0.02% | −783−26.4% | Reduced |
| Focus Financial Network, Inc. | 2,196 | $1.35M | 0.06% | +29+1.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,206 | $1.36M | 0.23% | +369+20.1% | Added |
| Arlington Trust Co LLC | 2,210 | $1.36M | 0.29% | +116+5.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.36M | 0.05% | +454+25.7% | Added |
| SRS Capital Advisors, Inc. | 2,228 | $1.37M | 0.09% | −208−8.5% | Reduced |
| Austin Private Wealth, LLC | 2,243 | $1.38M | 0.12% | −46−2.0% | Reduced |
| BNP Paribas | 2,241 | $1.38M | 0.06% | −2,137−48.8% | Reduced |
| Vista Wealth Management Group, LLC | 2,256 | $1.39M | 0.09% | +23+1.0% | Added |
| Keel Point, LLC | 2,268 | $1.39M | 0.11% | +342+17.8% | Added |
| Virtue Capital Management, LLC | 2,270 | $1.39M | 0.16% | +571+33.6% | Added |
| Moneta Group Investment Advisors LLC | 2,311 | $1.42M | 0.02% | +2+0.1% | Added |
| Capital & Planning, LLC | 2,316 | $1.42M | 1.06% | +21+0.9% | Added |
| Clarius Group, LLC | 2,333 | $1.43M | 0.09% | −116−4.7% | Reduced |
| Capital Planning Advisors, LLC | 2,336 | $1.43M | 0.22% | −77−3.2% | Reduced |
| Simon Quick Advisors, LLC | 2,336 | $1.43M | 0.08% | +471+25.3% | Added |
| Commerzbank Aktiengesellschaft | 2,342 | $1.44M | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,345 | $1.44M | 0.27% | +8+0.3% | Added |
| BankPlus Trust Department | 2,357 | $1.45M | 0.48% | +2,260+2,329.9% | Added |
| Chesley Taft & Associates LLC | 2,360 | $1.45M | 0.07% | −85−3.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,377 | $1.46M | 0.05% | −64−2.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,394 | $1.47M | 0.27% | +2,394 | New |
| Compagnie Lombard Odier SCmA | 2,400 | $1.47M | 0.02% | −9,197−79.3% | Reduced |
| RiverPark Advisors, LLC | 2,408 | $1.48M | 1.15% | −255−9.6% | Reduced |
| Ironwood Investment Counsel, LLC | 2,410 | $1.48M | 0.26% | +13+0.5% | Added |
| Cascade Investment Group, Inc. | 2,413 | $1.48M | 1.14% | +18+0.8% | Added |
| Choate Investment Advisors | 2,430 | $1.49M | 0.04% | −150−5.8% | Reduced |
| Freestone Capital Holdings, LLC | 2,438 | $1.50M | 0.06% | −244−9.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,438 | $1.50M | 0.04% | +73+3.1% | Added |
| Citizens National Bank Trust Department | 2,441 | $1.50M | 0.32% | +29+1.2% | Added |
| Anchor Investment Management, LLC | 2,442 | $1.50M | 0.14% | +54+2.3% | Added |
| Fulton Bank, N.A. | 2,446 | $1.50M | 0.06% | +213+9.5% | Added |
| ROI Financial Advisors, LLC | 2,481 | $1.52M | 1.11% | −267−9.7% | Reduced |
| Elmwood Wealth Management, Inc. | 2,482 | $1.52M | 0.63% | −143−5.4% | Reduced |
| Roberts Glore & Co Inc | 2,487 | $1.53M | 0.47% | −128−4.9% | Reduced |
| StoneX Group Inc. | 2,493 | $1.53M | 0.08% | +277+12.5% | Added |
| Duncker Streett & Co Inc | 2,497 | $1.53M | 0.30% | −5,860−70.1% | Reduced |
| Everhart Financial Group, Inc. | 2,499 | $1.53M | 0.21% | +127+5.4% | Added |
| Edgestream Partners, L.P. | 2,503 | $1.54M | 0.05% | +205+8.9% | Added |
| Advisor OS, LLC | 2,521 | $1.55M | 0.18% | +22+0.9% | Added |
| Family Legacy, Inc. | 2,532 | $1.55M | 0.53% | +72+2.9% | Added |
| Silicon Valley Capital Partners | 2,611 | $1.56M | 0.20% | +4+0.2% | Added |
| BancorpSouth Bank | 2,553 | $1.57M | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,568 | $1.58M | 0.02% | −197−7.1% | Reduced |
| Crestwood Advisors Group LLC | 2,580 | $1.58M | 0.03% | +537+26.3% | Added |
| Three Bridge Wealth Advisors, LLC | 2,582 | $1.59M | 0.55% | −10−0.4% | Reduced |
| First Citizens Bank & Trust Co | 2,585 | $1.59M | 0.04% | −415−13.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 2,600 | $1.60M | 1.11% | −550−17.5% | Reduced |
| Generali Investments, Management Co LLC | 2,604 | $1.60M | 0.45% | −967−27.1% | Reduced |
| Skopos Labs, Inc. | 2,610 | $1.60M | 0.35% | +425+19.5% | Added |
| Credit Industriel Et Commercial | 2,627 | $1.61M | 0.29% | +2,257+610.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,642 | $1.62M | 0.17% | +186+7.6% | Added |
| Glenview Trust Co | 2,661 | $1.63M | 0.03% | +209+8.5% | Added |
| Concord Asset Management, LLC | 2,763 | $1.65M | 0.36% | +884+47.0% | Added |
| FSM Wealth Advisors, LLC | 2,686 | $1.65M | 0.37% | +66+2.5% | Added |
| Okabena Investment Services Inc | 2,702 | $1.66M | 0.42% | +837+44.9% | Added |
| Syon Capital LLC | 2,713 | $1.67M | 0.14% | +944+53.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.67M | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 2,720 | $1.67M | 0.50% | +1,615+146.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.68M | 0.19% | −500−15.4% | Reduced |
| Novare Capital Management LLC | 2,750 | $1.69M | 0.15% | −365−11.7% | Reduced |
| Stablepoint Partners, LLC | 2,750 | $1.69M | 0.31% | +224+8.9% | Added |
| Cigna Investments Inc | 2,767 | $1.70M | 0.32% | −54−1.9% | Reduced |
| Cullinan Associates Inc | 2,770 | $1.70M | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,787 | $1.71M | 0.03% | +276+11.0% | Added |
| Allen Investment Management LLC | 2,787 | $1.71M | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,794 | $1.72M | 0.10% | −40−1.4% | Reduced |
| Grant Private Wealth Management Inc | 2,804 | $1.72M | 1.85% | −128−4.4% | Reduced |
| ZEGA Investments, LLC | 2,811 | $1.73M | 0.51% | +1,286+84.3% | Added |
| Abacus Planning Group, Inc. | 2,827 | $1.74M | 0.30% | −3−0.1% | Reduced |
| Eqis Capital Management, Inc. | 2,838 | $1.74M | 0.15% | −166−5.5% | Reduced |
| Pinnacle Associates Ltd | 2,862 | $1.76M | 0.03% | +21+0.7% | Added |
| Eads & Heald Wealth Management | 2,873 | $1.76M | 0.90% | +112+4.1% | Added |
| GeoWealth Management, LLC | 2,873 | $1.76M | 0.07% | −517−15.3% | Reduced |
| Glynn Capital Management LLC | 2,894 | $1.78M | 0.47% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,915 | $1.79M | 0.13% | +133+4.8% | Added |