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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 5,982 | $3.67M | 0.17% | +2,629+78.4% | Added |
| Flputnam Investment Management Co | 6,017 | $3.69M | 0.07% | −7,977−57.0% | Reduced |
| Hilltop Holdings Inc. | 6,064 | $3.72M | 0.23% | −111−1.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,070 | $3.73M | 0.24% | −792−11.5% | Reduced |
| TD Private Client Wealth LLC | 6,116 | $3.76M | 0.10% | −2,060−25.2% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $3.78M | 0.45% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,189 | $3.80M | 0.23% | +185+3.1% | Added |
| Burling Wealth Partners, LLC | 6,230 | $3.83M | 0.81% | +1,547+33.0% | Added |
| Mission Creek Capital Partners, Inc. | 6,309 | $3.87M | 0.94% | −124−1.9% | Reduced |
| United Services Automobile Association | 6,498 | $3.89M | 0.12% | +6,498 | New |
| Alps Advisors Inc | 6,354 | $3.90M | 0.02% | −102−1.6% | Reduced |
| Reuter James Wealth Management, LLC | 6,362 | $3.91M | 0.68% | −117−1.8% | Reduced |
| L & S Advisors Inc | 6,437 | $3.95M | 0.49% | −2,700−29.6% | Reduced |
| Jennison Associates LLC | 6,444 | $3.96M | 0.00% | +4,044+168.5% | Added |
| Quadrant Capital Group LLC | 6,456 | $3.96M | 0.15% | +3,755+139.0% | Added |
| Kestra Private Wealth Services, LLC | 6,459 | $3.97M | 0.07% | −950−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,497 | $3.99M | 0.12% | −19,338−74.9% | Reduced |
| LGT Fund Management Co Ltd. | 6,499 | $3.99M | 0.36% | +162+2.6% | Added |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.99M | 0.45% | +3,000+85.7% | Added |
| Weil Company, Inc. | 6,513 | $4.00M | 1.19% | +615+10.4% | Added |
| Monograph Wealth Advisors, LLC | 6,514 | $4.00M | 0.54% | −30−0.5% | Reduced |
| Everence Capital Management Inc | 6,540 | $4.01M | 0.27% | −770−10.5% | Reduced |
| Cypress Capital Group | 6,540 | $4.02M | 0.53% | −319−4.7% | Reduced |
| Boit C F David | 6,550 | $4.02M | 2.02% | +1,750+36.5% | Added |
| Hudson Bay Capital Management LP | 6,569 | $4.03M | 0.03% | +6,569 | New |
| BOK Financial Private Wealth, Inc. | 6,614 | $4.06M | 0.31% | −350−5.0% | Reduced |
| Howard Capital Management Inc. | 6,614 | $4.06M | 0.10% | −996−13.1% | Reduced |
| Cohen Investment Advisors LLC | 6,642 | $4.08M | 2.37% | +773+13.2% | Added |
| Evoke Wealth, LLC | 6,675 | $4.10M | 0.11% | −79−1.2% | Reduced |
| Parsons Capital Management Inc | 6,691 | $4.11M | 0.22% | −40−0.6% | Reduced |
| Aubrey Capital Management Ltd | 8,300 | $4.11M | 1.65% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 6,776 | $4.16M | 0.44% | +107+1.6% | Added |
| Dnca Finance | 6,800 | $4.18M | 0.35% | −4,300−38.7% | Reduced |
| Watchman Group, Inc. | 6,836 | $4.20M | 1.18% | −968−12.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,905 | $4.24M | 0.39% | +962+16.2% | Added |
| Diversify Wealth Management, LLC | 6,866 | $4.28M | 0.32% | +937+15.8% | Added |
| Stokes Capital Advisors, LLC | 7,025 | $4.31M | 1.10% | +274+4.1% | Added |
| Hohimer Wealth Management, LLC | 7,096 | $4.36M | 0.85% | +7,096 | New |
| Stonegate Investment Group, LLC | 7,111 | $4.37M | 0.12% | −56−0.8% | Reduced |
| Scholtz & Company, LLC | 7,140 | $4.38M | 2.17% | +317+4.6% | Added |
| Fukoku Mutual Life Insurance Co | 7,228 | $4.44M | 0.33% | 00.0% | Unchanged |
| Diversified Trust Co | 7,276 | $4.47M | 0.11% | +364+5.3% | Added |
| Legal Advantage Investments, Inc. | 7,316 | $4.49M | 2.42% | −150−2.0% | Reduced |
| Strategic Planning Group, LLC | 7,360 | $4.52M | 0.88% | +875+13.5% | Added |
| Partners Capital Investment Group, LLP | 7,379 | $4.53M | 0.08% | +7,379 | New |
| Evergreen Private Wealth LLC | 7,455 | $4.58M | 2.14% | +227+3.1% | Added |
| Principal Securities, Inc. | 7,285 | $4.58M | 0.10% | +50+0.7% | Added |
| Axxcess Wealth Management, LLC | 7,462 | $4.58M | 0.13% | −1,264−14.5% | Reduced |
| Intech Investment Management LLC | 7,462 | $4.58M | 0.05% | +2,773+59.1% | Added |
| Coldstream Capital Management Inc | 7,516 | $4.61M | 0.10% | −537−6.7% | Reduced |
| Banco Santander, S.A. | 7,516 | $4.61M | 0.05% | +3,372+81.4% | Added |
| Fiduciary Trust Co | 7,570 | $4.65M | 0.06% | +32+0.4% | Added |
| Sand Hill Global Advisors, LLC | 7,618 | $4.68M | 0.19% | −47−0.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,636 | $4.69M | 0.61% | +274+3.7% | Added |
| Rench Wealth Management, Inc. | 7,681 | $4.72M | 1.63% | −18−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,730 | $4.75M | 3.10% | −77−1.0% | Reduced |
| Liberty One Investment Management, LLC | 7,749 | $4.76M | 0.48% | +584+8.2% | Added |
| Papp L Roy & Associates | 7,762 | $4.77M | 0.58% | −40−0.5% | Reduced |
| Campbell Capital Management Inc | 7,831 | $4.81M | 2.80% | −1,900−19.5% | Reduced |
| Redmond Asset Management, LLC | 7,847 | $4.82M | 1.24% | +68+0.9% | Added |
| Snowden Capital Advisors LLC | 7,862 | $4.83M | 0.15% | −1,440−15.5% | Reduced |
| FORA Capital, LLC | 7,882 | $4.84M | 0.49% | +7,882 | New |
| Investment Management Corp of Ontario | 7,914 | $4.86M | 0.10% | +7,914 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,943 | $4.88M | 0.35% | −2,144−21.3% | Reduced |
| Granite Investment Partners, LLC | 7,955 | $4.88M | 0.25% | +7,955 | New |
| Empower Advisory Group, LLC | 7,956 | $4.88M | 0.02% | +712+9.8% | Added |
| Allstate Corp | 7,982 | $4.90M | 0.14% | −334−4.0% | Reduced |
| Silphium Asset Management Ltd | 8,009 | $4.92M | 3.96% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,065 | $4.95M | 0.52% | −116−1.4% | Reduced |
| EP Wealth Advisors, LLC | 8,111 | $4.98M | 0.04% | −82−1.0% | Reduced |
| Empowered Funds, LLC | 8,134 | $4.99M | 0.07% | +1,113+15.9% | Added |
| First Western Trust Bank | 8,149 | $5.00M | 0.24% | −652−7.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 8,224 | $5.05M | 0.35% | −1,021−11.0% | Reduced |
| Beacon Investment Advisors LLC | 8,251 | $5.07M | 2.39% | +19+0.2% | Added |
| AIA Group Ltd | 8,310 | $5.10M | 0.13% | +6,965+517.8% | Added |
| Harbour Capital Advisors, LLC | 8,588 | $5.14M | 1.27% | −93−1.1% | Reduced |
| V-Square Quantitative Management LLC | 8,379 | $5.14M | 0.75% | +708+9.2% | Added |
| Arcadia Investment Management Corp | 8,397 | $5.16M | 0.93% | −7,793−48.1% | Reduced |
| Letson Investment Management, Inc. | 8,427 | $5.17M | 2.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,452 | $5.19M | 0.16% | −182−2.1% | Reduced |
| Clark Capital Management Group, Inc. | 8,486 | $5.21M | 0.04% | +1,364+19.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,498 | $5.22M | 0.19% | +460+5.7% | Added |
| Sumitomo Life Insurance Co | 8,630 | $5.30M | 0.19% | −89−1.0% | Reduced |
| Greenleaf Trust | 8,638 | $5.30M | 0.05% | −585−6.3% | Reduced |
| Mission Wealth Management, LP | 8,663 | $5.32M | 0.13% | −3,454−28.5% | Reduced |
| Stanley-Laman Group, Ltd. | 8,669 | $5.32M | 0.82% | +7,229+502.0% | Added |
| First Foundation Advisors | 8,687 | $5.33M | 0.22% | +302+3.6% | Added |
| Silvercrest Asset Management Group LLC | 8,687 | $5.33M | 0.04% | +608+7.5% | Added |
| Plato Investment Management Ltd | 8,630 | $5.36M | 0.45% | −1,968−18.6% | Reduced |
| RSM US Wealth Management LLC | 8,729 | $5.36M | 0.08% | −1,973−18.4% | Reduced |
| Wambolt & Associates, LLC | 8,782 | $5.39M | 1.83% | +117+1.4% | Added |
| Conning Inc. | 8,820 | $5.42M | 0.19% | −724−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,880 | $5.45M | 0.08% | −211−2.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,881 | $5.45M | 0.51% | −309−3.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,903 | $5.47M | 0.09% | +40.0% | Added |
| Canal Capital Management, LLC | 9,032 | $5.55M | 0.93% | +849+10.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,128 | $5.60M | 0.76% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 9,154 | $5.62M | 1.29% | −195−2.1% | Reduced |
| Eisler Capital Management Ltd. | 9,196 | $5.64M | 0.17% | +4,269+86.6% | Added |
| Altrafin AG | 9,212 | $5.66M | 2.20% | −602−6.1% | Reduced |