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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 2,916 | $1.79M | 0.15% | −608−17.3% | Reduced |
| RMR Wealth Builders | 2,941 | $1.81M | 0.19% | +430+17.1% | Added |
| Concord Wealth Partners | 2,956 | $1.81M | 0.30% | +1,105+59.7% | Added |
| Argent Trust Co | 2,963 | $1.82M | 0.07% | −88−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 2,989 | $1.84M | 0.02% | −2,879−49.1% | Reduced |
| Allworth Financial LP | 3,014 | $1.85M | 0.01% | +87+3.0% | Added |
| Qtron Investments LLC | 3,059 | $1.88M | 0.28% | −529−14.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,071 | $1.89M | 0.11% | −76−2.4% | Reduced |
| Hancock Whitney Corp | 3,079 | $1.89M | 0.06% | −16,297−84.1% | Reduced |
| Meeder Asset Management Inc | 3,084 | $1.89M | 0.13% | +26+0.9% | Added |
| De Burlo Group Inc | 3,100 | $1.90M | 0.28% | +30+1.0% | Added |
| Boston Trust Walden Corp | 3,104 | $1.91M | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,115 | $1.91M | 0.47% | −46−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 3,118 | $1.91M | 0.39% | +170+5.8% | Added |
| Outfitter Financial LLC | 3,129 | $1.92M | 1.73% | −430−12.1% | Reduced |
| Caxton Associates LLP | 3,149 | $1.93M | 0.07% | +3,149 | New |
| Savvy Advisors, Inc. | 3,177 | $1.95M | 0.20% | +136+4.5% | Added |
| Net Worth Advisory Group | 3,182 | $1.95M | 0.61% | +119+3.9% | Added |
| Stiles Financial Services Inc | 3,183 | $1.96M | 0.75% | −91−2.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.96M | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 3,229 | $1.96M | 0.20% | +169+5.5% | Added |
| Signature Wealth Management Group | 3,197 | $1.96M | 0.76% | +134+4.4% | Added |
| Sagespring Wealth Partners, LLC | 3,212 | $1.97M | 0.05% | +878+37.6% | Added |
| Trust Asset Management LLC | 3,221 | $1.98M | 0.16% | +43+1.4% | Added |
| GM Advisory Group, Inc. | 3,232 | $1.98M | 0.11% | +10.0% | Added |
| J. Safra Sarasin Holding AG | 3,238 | $1.99M | 0.04% | +640+24.6% | Added |
| Tilia Fiduciary Partners, Inc. | 3,247 | $1.99M | 1.33% | +172+5.6% | Added |
| Atomi Financial Group, Inc. | 3,251 | $2.00M | 0.09% | +719+28.4% | Added |
| Savant Capital, LLC | 3,273 | $2.01M | 0.02% | −121−3.6% | Reduced |
| Voleon Capital Management LP | 3,276 | $2.01M | 0.16% | −2,095−39.0% | Reduced |
| Clean Yield Group | 3,286 | $2.02M | 0.66% | −183−5.3% | Reduced |
| Close Asset Management Ltd | 3,288 | $2.02M | 0.06% | +240+7.9% | Added |
| Univest Financial Corp | 3,296 | $2.02M | 0.13% | +407+14.1% | Added |
| Quintet Private Bank (Europe) S.A. | 3,303 | $2.03M | 0.12% | −15,949−82.8% | Reduced |
| Naviter Wealth, LLC | 3,402 | $2.04M | 0.25% | −12−0.4% | Reduced |
| Valmark Advisers, Inc. | 3,331 | $2.05M | 0.03% | +2+0.1% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.05M | 0.42% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,344 | $2.05M | 0.30% | −735−18.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,346 | $2.05M | 0.13% | −2−0.1% | Reduced |
| 111 Capital | 3,380 | $2.08M | 0.40% | +939+38.5% | Added |
| Stock Yards Bank & Trust Co | 3,388 | $2.08M | 0.07% | −38−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,400 | $2.09M | 0.99% | +3,360+8,400.0% | Added |
| NorthRock Partners, LLC | 3,410 | $2.09M | 0.07% | +117+3.6% | Added |
| Jacobi Capital Management LLC | 3,417 | $2.10M | 0.15% | +12+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,444 | $2.11M | 0.11% | +228+7.1% | Added |
| Circle Wealth Management, LLC | 3,451 | $2.12M | 0.05% | +865+33.4% | Added |
| BKD Wealth Advisors, LLC | 3,459 | $2.12M | 0.05% | −10.0% | Reduced |
| Account Management LLC | 3,465 | $2.13M | 2.34% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,421 | $2.13M | 0.12% | +168+5.2% | Added |
| Conway Capital Management, Inc. | 3,475 | $2.13M | 1.07% | −135−3.7% | Reduced |
| Berger Financial Group, Inc | 3,483 | $2.14M | 0.15% | −44−1.2% | Reduced |
| Darwin Advisors, LLC | 3,421 | $2.15M | 0.72% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,520 | $2.16M | 0.40% | −660−15.8% | Reduced |
| Gladstone Institutional Advisory LLC | 3,557 | $2.18M | 0.10% | +380+12.0% | Added |
| Trilogy Capital Inc. | 3,563 | $2.19M | 0.11% | +156+4.6% | Added |
| Mattson Financial Services, LLC | 3,567 | $2.19M | 0.66% | +768+27.4% | Added |
| Jefferies Financial Group Inc. | 3,577 | $2.20M | 0.04% | −11,336−76.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,585 | $2.20M | 0.29% | −60−1.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,587 | $2.20M | 0.21% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,544 | $2.21M | 0.14% | +607+20.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,600 | $2.21M | 1.20% | +1,500+71.4% | Added |
| Scratch Capital LLC | 3,600 | $2.21M | 2.28% | +2,400+200.0% | Added |
| Fairfield, Bush & Co. | 3,613 | $2.22M | 1.41% | −72−2.0% | Reduced |
| Adviser Investments LLC | 3,616 | $2.22M | 0.03% | −179−4.7% | Reduced |
| Ostrum Asset Management | 3,631 | $2.23M | 0.12% | −52−1.4% | Reduced |
| Synovus Financial Corp | 3,642 | $2.24M | 0.03% | −6,177−62.9% | Reduced |
| Mirabella Financial Services LLP | 3,667 | $2.25M | 0.09% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 3,677 | $2.26M | 0.20% | +314+9.3% | Added |
| Sofos Investments, Inc. | 3,721 | $2.28M | 0.50% | +3,721 | New |
| Summit Financial, LLC | 3,735 | $2.29M | 0.06% | +156+4.4% | Added |
| Old National Bancorp | 3,765 | $2.31M | 0.06% | −562−13.0% | Reduced |
| Inlet Private Wealth, LLC | 3,820 | $2.35M | 0.61% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,844 | $2.36M | 0.55% | +3,844 | New |
| Parr McKnight Wealth Management Group, LLC | 3,846 | $2.36M | 0.34% | +139+3.7% | Added |
| Spears Abacus Advisors LLC | 3,849 | $2.36M | 0.05% | −397−9.3% | Reduced |
| HighVista Strategies LLC | 3,863 | $2.37M | 0.91% | +1,300+50.7% | Added |
| IFP Advisors, Inc | 3,868 | $2.38M | 0.07% | −93−2.3% | Reduced |
| Smartleaf Asset Management LLC | 3,972 | $2.38M | 0.23% | +434+12.3% | Added |
| Brighton Jones LLC | 3,881 | $2.38M | 0.08% | +329+9.3% | Added |
| Essex Investment Management Co LLC | 3,883 | $2.38M | 0.50% | −306−7.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,895 | $2.39M | 0.31% | −127−3.2% | Reduced |
| Kornitzer Capital Management Inc | 3,927 | $2.41M | 0.05% | +37+1.0% | Added |
| Wedmont Private Capital | 4,134 | $2.43M | 0.12% | +249+6.4% | Added |
| OV Management LLC | 3,955 | $2.43M | 1.14% | +3,955 | New |
| Dohj, LLC | 3,965 | $2.43M | 0.56% | −28−0.7% | Reduced |
| Princeton Global Asset Management LLC | 3,980 | $2.44M | 0.49% | −26−0.6% | Reduced |
| Ninety One SA (PTY) Ltd | 3,986 | $2.45M | 0.45% | −76−1.9% | Reduced |
| Graypoint LLC | 3,989 | $2.45M | 0.15% | −56−1.4% | Reduced |
| Frank, Rimerman Advisors LLC | 3,996 | $2.45M | 0.19% | +421+11.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.46M | 0.58% | 00.0% | Unchanged |
| Cache Advisors, LLC | 4,017 | $2.47M | 0.95% | +524+15.0% | Added |
| Whittier Trust Co of Nevada Inc | 4,036 | $2.48M | 0.06% | −11,503−74.0% | Reduced |
| Central Pacific Bank - Trust Division | 4,064 | $2.50M | 0.35% | −45−1.1% | Reduced |
| Congress Wealth Management LLC | 4,088 | $2.51M | 0.03% | −26,119−86.5% | Reduced |
| Clearstead Advisors, LLC | 4,097 | $2.52M | 0.04% | +583+16.6% | Added |
| Avestar Capital, LLC | 4,099 | $2.52M | 0.24% | −64−1.5% | Reduced |
| Venturi Wealth Management, LLC | 4,104 | $2.52M | 0.13% | +472+13.0% | Added |
| Cloverfields Capital Group, LP | 4,125 | $2.53M | 0.84% | −148−3.5% | Reduced |
| Sabal Trust CO | 4,132 | $2.54M | 0.14% | +821+24.8% | Added |
| Freedom Day Solutions, LLC | 4,135 | $2.54M | 0.78% | −147−3.4% | Reduced |