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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 4,142 | $2.54M | 0.41% | −564−12.0% | Reduced |
| Dakota Wealth Management | 4,144 | $2.54M | 0.06% | +117+2.9% | Added |
| Scott & Selber, Inc. | 4,212 | $2.59M | 0.83% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 4,215 | $2.59M | 0.04% | −144−3.3% | Reduced |
| PFG Advisors | 4,220 | $2.59M | 0.14% | +1,179+38.8% | Added |
| MV Capital Management, Inc. | 4,229 | $2.60M | 0.28% | −162−3.7% | Reduced |
| STF Management LP | 4,236 | $2.60M | 1.25% | −20.0% | Reduced |
| VCI Wealth Management LLC | 4,258 | $2.61M | 1.10% | +4,258 | New |
| Argonautica Private Wealth Management, Inc | 4,284 | $2.63M | 0.90% | +15+0.4% | Added |
| Cohen Capital Management, Inc. | 4,290 | $2.63M | 0.45% | −50−1.2% | Reduced |
| Moore Capital Management, LP | 4,303 | $2.64M | 0.09% | +4,303 | New |
| Ossiam | 4,314 | $2.65M | 0.04% | −480−10.0% | Reduced |
| Petredis Investment Advisors LLC | 4,315 | $2.65M | 0.28% | +43+1.0% | Added |
| Group One Trading, L.P. | 4,333 | $2.66M | 0.11% | +2,284+111.5% | Added |
| Ironwood Financial, llc | 4,336 | $2.66M | 0.57% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,339 | $2.66M | 0.59% | −313−6.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,380 | $2.69M | 0.07% | −3,029−40.9% | Reduced |
| Chatham Capital Group, Inc. | 4,400 | $2.70M | 0.45% | +4,052+1,164.4% | Added |
| Peloton Wealth Strategists | 4,414 | $2.71M | 1.13% | +15+0.3% | Added |
| Welch & Forbes LLC | 4,414 | $2.71M | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,436 | $2.72M | 0.05% | +754+20.5% | Added |
| Bridgefront Capital, LLC | 4,437 | $2.72M | 0.79% | +4,437 | New |
| Ted Buchan & Co | 4,456 | $2.74M | 1.29% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,477 | $2.75M | 0.19% | +127+2.9% | Added |
| Harfst & Associates, Inc. | 4,488 | $2.76M | 0.64% | +13+0.3% | Added |
| Ritholtz Wealth Management | 4,501 | $2.76M | 0.08% | +517+13.0% | Added |
| Sanders Morris Harris LLC | 4,576 | $2.81M | 0.43% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 4,801 | $2.81M | 1.71% | −8−0.2% | Reduced |
| Biltmore Family Office, LLC | 4,587 | $2.82M | 0.48% | −22−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,593 | $2.82M | 0.63% | +70+1.5% | Added |
| RVW Wealth, LLC | 4,601 | $2.82M | 0.27% | −959−17.2% | Reduced |
| GAMMA Investing LLC | 4,602 | $2.83M | 0.21% | +554+13.7% | Added |
| Brown Brothers Harriman & Co | 4,614 | $2.83M | 0.02% | −505−9.9% | Reduced |
| Beacon Pointe Advisors, LLC | 4,639 | $2.85M | 0.03% | −188−3.9% | Reduced |
| Guardian Partners Inc. | 4,820 | $2.87M | 0.30% | +90+1.9% | Added |
| BDF-Gestion | 4,689 | $2.88M | 0.32% | −5,000−51.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,721 | $2.90M | 0.06% | +482+11.4% | Added |
| Illumine Investment Management, LLC | 4,732 | $2.91M | 2.38% | +119+2.6% | Added |
| Fairbanks Capital Management, Inc. | 4,773 | $2.93M | 1.88% | −150−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,783 | $2.94M | 0.09% | +1,201+33.5% | Added |
| Harrington Investments, INC | 4,794 | $2.94M | 1.67% | +9+0.2% | Added |
| Keystone Investors Pte Ltd | 4,812 | $2.95M | 0.42% | +4,812 | New |
| Guardian Capital LP | 4,820 | $2.96M | 0.12% | +350+7.8% | Added |
| Capital Asset Advisory Services LLC | 4,790 | $2.97M | 0.15% | −472−9.0% | Reduced |
| Compass Wealth Management LLC | 4,870 | $2.99M | 0.76% | −165−3.3% | Reduced |
| Unigestion Holding SA | 4,890 | $3.00M | 0.18% | +2,459+101.2% | Added |
| Davidson Capital Management Inc. | 4,920 | $3.02M | 0.82% | −451−8.4% | Reduced |
| Brasada Capital Management, LP | 5,564 | $3.03M | 0.60% | +53+1.0% | Added |
| Scotia Capital Inc. | 4,950 | $3.04M | 0.02% | −13−0.3% | Reduced |
| MUFG Securities Americas Inc. | 4,955 | $3.04M | 0.35% | +817+19.7% | Added |
| Lighthouse Investment Partners, LLC | 4,991 | $3.06M | 0.14% | +4,991 | New |
| Decatur Capital Management, Inc. | 4,999 | $3.07M | 1.59% | +16+0.3% | Added |
| Viking Fund Management LLC | 5,000 | $3.07M | 0.44% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 5,008 | $3.07M | 0.05% | +1,975+65.1% | Added |
| Gluskin Sheff & Assoc Inc | 5,025 | $3.09M | 0.40% | −17−0.3% | Reduced |
| Evergreen Capital Management LLC | 5,034 | $3.09M | 0.10% | +720+16.7% | Added |
| Ashton Thomas Private Wealth, LLC | 5,106 | $3.13M | 0.12% | −659−11.4% | Reduced |
| Spire Wealth Management | 5,106 | $3.14M | 0.10% | −227−4.3% | Reduced |
| AE Wealth Management LLC | 5,129 | $3.15M | 0.03% | −850−14.2% | Reduced |
| Thoroughbred Financial Services, LLC | 5,149 | $3.16M | 0.20% | −330−6.0% | Reduced |
| S.A. Mason LLC | 5,158 | $3.17M | 1.67% | −124−2.3% | Reduced |
| Unique Wealth, LLC | 5,159 | $3.17M | 0.60% | +1,144+28.5% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.17M | 1.23% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 5,178 | $3.18M | 0.44% | −21−0.4% | Reduced |
| Chilton Investment Co LLC | 5,179 | $3.18M | 0.08% | −539−9.4% | Reduced |
| Central Trust Co | 5,191 | $3.19M | 0.08% | −690−11.7% | Reduced |
| Groupama Asset Managment | 5,337 | $3.20M | 0.06% | −1,220−18.6% | Reduced |
| Concurrent Investment Advisors, LLC | 5,237 | $3.22M | 0.08% | +214+4.3% | Added |
| Perigon Wealth Management, LLC | 5,242 | $3.22M | 0.08% | +449+9.4% | Added |
| Advent International Corp | 5,318 | $3.27M | 0.10% | +1,675+46.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,324 | $3.27M | 0.13% | −183−3.3% | Reduced |
| ABN AMRO Bank N.V. | 5,339 | $3.27M | 0.05% | −2,884−35.1% | Reduced |
| NewEdge Wealth, LLC | 5,393 | $3.31M | 0.06% | −5,100−48.6% | Reduced |
| Atria Wealth Solutions, Inc. | 5,402 | $3.32M | 0.04% | −839−13.4% | Reduced |
| Vestcor Inc | 5,410 | $3.32M | 0.11% | +241+4.7% | Added |
| Ofi Invest Asset Management | 5,855 | $3.33M | 0.09% | +554+10.5% | Added |
| City Holding Co | 5,447 | $3.34M | 0.47% | −126−2.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,484 | $3.37M | 0.31% | +184+3.5% | Added |
| First Bank & Trust | 5,485 | $3.37M | 0.65% | +6+0.1% | Added |
| Equitable Trust Co | 5,492 | $3.37M | 0.19% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 5,504 | $3.38M | 1.90% | +194+3.7% | Added |
| Scharf Investments, LLC | 5,507 | $3.38M | 0.10% | −63−1.1% | Reduced |
| Merit Financial Group, LLC | 5,562 | $3.41M | 0.05% | +1,563+39.1% | Added |
| Farther Finance Advisors, LLC | 5,573 | $3.42M | 0.09% | −77−1.4% | Reduced |
| Baer Investment Advisory LLC | 4,836 | $3.43M | 5.15% | −7−0.1% | Reduced |
| Intact Investment Management Inc. | 5,600 | $3.44M | 0.12% | +5,600 | New |
| Martin Capital Advisors, LLP | 5,607 | $3.44M | 2.46% | −4−0.1% | Reduced |
| Karani Asset Management LLC | 5,617 | $3.45M | 3.65% | −425−7.0% | Reduced |
| Graham Capital Management, L.P. | 5,692 | $3.49M | 0.11% | +4,542+395.0% | Added |
| Signaturefd, LLC | 5,713 | $3.51M | 0.07% | +105+1.9% | Added |
| Roberts Wealth Advisors, LLC | 5,740 | $3.52M | 1.09% | +48+0.8% | Added |
| S&CO Inc | 5,750 | $3.53M | 0.24% | +10.0% | Added |
| Mather Group, LLC. | 5,761 | $3.54M | 0.04% | +2,705+88.5% | Added |
| AXS Investments LLC | 5,776 | $3.55M | 0.98% | −192−3.2% | Reduced |
| Gamco Investors, Inc. Et Al | 5,829 | $3.58M | 0.04% | +154+2.7% | Added |
| Allen Capital Group, LLC | 5,846 | $3.59M | 0.41% | +5,846 | New |
| Americana Partners, LLC | 5,898 | $3.62M | 0.14% | +58+1.0% | Added |
| Roundview Capital LLC | 5,902 | $3.62M | 0.26% | +83+1.4% | Added |
| Ocean Capital Management, LLC | 5,952 | $3.65M | 0.87% | −197−3.2% | Reduced |
| Logan Capital Management Inc | 5,979 | $3.67M | 0.17% | −266−4.3% | Reduced |