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 |
|---|---|---|---|---|---|
| Bokf, NA | 13,955 | $8.57M | 0.15% | −3,074−18.1% | Reduced |
| Gateway Investment Advisers LLC | 14,026 | $8.61M | 0.10% | +10,439+291.0% | Added |
| Marks Group Wealth Management, Inc | 14,039 | $8.62M | 0.83% | +14,039 | New |
| Elk River Wealth Management, LLC | 14,104 | $8.66M | 1.62% | −72−0.5% | Reduced |
| Thrivent Financial for Lutherans | 14,032 | $8.71M | 0.02% | −318−2.2% | Reduced |
| Montag A & Associates Inc | 14,203 | $8.72M | 0.44% | +768+5.7% | Added |
| Tocqueville Asset Management L.P. | 14,273 | $8.76M | 0.14% | −783−5.2% | Reduced |
| Evelyn Partners Asset Management Ltd | 14,379 | $8.83M | 2.46% | −1,382−8.8% | Reduced |
| Jacobs & Co | 14,432 | $8.86M | 0.94% | +1,084+8.1% | Added |
| MAI Capital Management | 14,611 | $8.97M | 0.07% | −420−2.8% | Reduced |
| Ithaka Group LLC | 14,670 | $9.01M | 1.84% | −736−4.8% | Reduced |
| Raiffeisen Bank International AG | 15,212 | $9.11M | 0.15% | +2,615+20.8% | Added |
| Securian Asset Management, Inc | 14,871 | $9.13M | 0.28% | −220−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,879 | $9.14M | 0.03% | +14+0.1% | Added |
| Oppenheimer & Co Inc | 14,889 | $9.14M | 0.14% | +3,986+36.6% | Added |
| 1832 Asset Management L.P. | 15,026 | $9.23M | 0.02% | −23,777−61.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,045 | $9.24M | 0.01% | −7,338−32.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,669 | $9.35M | 0.10% | −1,367−8.0% | Reduced |
| First Long Island Investors, LLC | 15,304 | $9.40M | 0.77% | 00.0% | Unchanged |
| XXEC, Inc. | 15,348 | $9.42M | 8.17% | −651−4.1% | Reduced |
| Buck Wealth Strategies, LLC | 15,356 | $9.43M | 1.71% | +1,320+9.4% | Added |
| Honeycomb Asset Management LP | 15,500 | $9.52M | 4.54% | +3,000+24.0% | Added |
| Quadrature Capital Ltd | 15,570 | $9.56M | 0.21% | +15,570 | New |
| Phoenix Holdings Ltd. | 15,551 | $9.56M | 0.15% | +10,700+220.6% | Added |
| JGP Wealth Management, LLC | 15,636 | $9.60M | 1.26% | −7,584−32.7% | Reduced |
| Oak Ridge Investments LLC | 15,658 | $9.61M | 0.80% | +912+6.2% | Added |
| GWN Securities Inc. | 14,937 | $9.72M | 0.55% | +14,508+3,381.8% | Added |
| Steward Partners Investment Advisory, LLC | 15,843 | $9.73M | 0.09% | +365+2.4% | Added |
| Headinvest, LLC | 15,845 | $9.73M | 1.89% | +343+2.2% | Added |
| Sequoia Financial Advisors, LLC | 15,846 | $9.73M | 0.08% | +710+4.7% | Added |
| American National Bank | 15,900 | $9.76M | 1.08% | +1,030+6.9% | Added |
| Sheets Smith Wealth Management | 15,940 | $9.79M | 1.22% | −70.0% | Reduced |
| Sanctuary Advisors, LLC | 16,054 | $9.86M | 0.07% | −1,079−6.3% | Reduced |
| Gulf International Bank (UK) Ltd | 16,077 | $9.87M | 0.34% | −5,645−26.0% | Reduced |
| Motco | 16,295 | $10.0M | 1.06% | +522+3.3% | Added |
| GHP Investment Advisors, Inc. | 16,792 | $10.3M | 0.50% | −23−0.1% | Reduced |
| Segall Bryant & Hamill, LLC | 16,874 | $10.4M | 0.16% | +16,874 | New |
| Allianz SE | 16,892 | $10.4M | 0.28% | −451−2.6% | Reduced |
| Alberta Investment Management Corp | 16,965 | $10.4M | 0.07% | −150−0.9% | Reduced |
| Hartford Investment Management Co | 17,080 | $10.5M | 0.36% | −246−1.4% | Reduced |
| RMB Capital Management, LLC | 17,168 | $10.5M | 0.26% | −13,026−43.1% | Reduced |
| Azimuth Capital Investment Management LLC | 17,174 | $10.5M | 0.42% | −354−2.0% | Reduced |
| Congress Asset Management Co | 17,250 | $10.6M | 0.08% | −200,704−92.1% | Reduced |
| Peapack Gladstone Financial Corp | 17,349 | $10.7M | 0.16% | −500−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,391 | $10.7M | 0.02% | +187+1.1% | Added |
| Sycomore Asset Management | 16,846 | $10.7M | 1.53% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 17,493 | $10.7M | 0.05% | −20,107−53.5% | Reduced |
| Financial Counselors Inc | 17,711 | $10.9M | 0.17% | −174−1.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,725 | $10.9M | 0.32% | +1,200+7.3% | Added |
| Barlow Wealth Partners, Inc. | 17,444 | $10.9M | 1.43% | +139+0.8% | Added |
| Patten & Patten Inc | 17,772 | $10.9M | 0.73% | −456−2.5% | Reduced |
| TownSquare Capital, LLC | 17,781 | $10.9M | 0.12% | +1,160+7.0% | Added |
| Pinnacle Financial Partners Inc | 17,789 | $10.9M | 0.22% | +623+3.6% | Added |
| Metis Global Partners, LLC | 17,851 | $11.0M | 0.31% | +2,297+14.8% | Added |
| Meiji Yasuda Life Insurance Co | 17,885 | $11.0M | 0.22% | −2,331−11.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,108 | $11.1M | 0.68% | +10.0% | Added |
| Rokos Capital Management LLP | 18,119 | $11.1M | 0.30% | +18,119 | New |
| Davenport & Co LLC | 18,421 | $11.3M | 0.07% | +2,641+16.7% | Added |
| Harvest Fund Management Co., Ltd | 18,551 | $11.4M | 0.56% | +2,077+12.6% | Added |
| Kentucky Retirement Systems | 18,650 | $11.5M | 0.35% | −560−2.9% | Reduced |
| Advisors Asset Management, Inc. | 18,741 | $11.5M | 0.22% | +148+0.8% | Added |
| Shell Asset Management Co | 18,838 | $11.6M | 0.55% | −721−3.7% | Reduced |
| Jones Financial Companies LLLP | 19,387 | $11.6M | 0.01% | +6,859+54.7% | Added |
| Glenmede Trust Co NA | 19,087 | $11.7M | 0.06% | +3,534+22.7% | Added |
| CWM, LLC | 19,094 | $11.7M | 0.05% | +1,756+10.1% | Added |
| Jasper Ridge Partners, L.P. | 19,148 | $11.8M | 0.38% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 19,413 | $11.9M | 1.50% | +11+0.1% | Added |
| Cary Street Partners Financial LLC | 19,601 | $12.0M | 0.38% | −1,710−8.0% | Reduced |
| Trinity Street Asset Management LLP | 19,643 | $12.1M | 1.22% | +19,643 | New |
| Evelyn Partners Investment Management LLP | 19,695 | $12.1M | 0.40% | +2,582+15.1% | Added |
| Evexia Wealth LLC | 20,455 | $12.2M | 4.43% | −62−0.3% | Reduced |
| GAM Holding AG | 19,919 | $12.2M | 0.95% | −502−2.5% | Reduced |
| L1 Capital International Pty Ltd | 20,325 | $12.5M | 3.43% | +5,289+35.2% | Added |
| Cullen/Frost Bankers, Inc. | 20,339 | $12.5M | 0.17% | +1,273+6.7% | Added |
| Northstar Asset Management Inc | 20,387 | $12.5M | 3.70% | −229−1.1% | Reduced |
| YHB Investment Advisors, Inc. | 20,512 | $12.6M | 1.05% | +261+1.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 20,711 | $12.7M | 0.13% | −2,240−9.8% | Reduced |
| Hantz Financial Services, Inc. | 20,874 | $12.8M | 0.23% | −1,252−5.7% | Reduced |
| Howe & Rusling Inc | 20,985 | $12.9M | 1.08% | +10,118+93.1% | Added |
| Twin Tree Management, LP | 20,996 | $12.9M | 0.28% | +2,563+13.9% | Added |
| Apollon Wealth Management, LLC | 21,025 | $12.9M | 0.28% | +8,573+68.8% | Added |
| Liberty Capital Management, Inc. | 21,060 | $12.9M | 2.88% | +58+0.3% | Added |
| Atria Investments LLC | 21,172 | $13.0M | 0.17% | −5,735−21.3% | Reduced |
| AMF Pensionsforsakring AB | 21,166 | $13.0M | 0.10% | −13,018−38.1% | Reduced |
| Exchange Traded Concepts, LLC | 21,990 | $13.5M | 0.24% | +18,246+487.3% | Added |
| Illinois Municipal Retirement Fund | 22,131 | $13.6M | 0.20% | +5,806+35.6% | Added |
| Overbrook Management Corp | 22,134 | $13.6M | 3.19% | −3,037−12.1% | Reduced |
| Mizuho Securities USA LLC | 22,413 | $13.8M | 0.30% | −4,152−15.6% | Reduced |
| Sapient Capital LLC | 22,431 | $13.8M | 0.27% | −15,885−41.5% | Reduced |
| Sienna Gestion | 23,132 | $13.8M | 1.14% | −2,312−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 22,524 | $13.8M | 0.24% | +1,118+5.2% | Added |
| Ieq Capital, LLC | 22,537 | $13.8M | 0.11% | +1,038+4.8% | Added |
| Railway Pension Investments Ltd | 22,700 | $13.9M | 0.20% | 00.0% | Unchanged |
| Earnest Partners LLC | 22,705 | $13.9M | 0.07% | −86−0.4% | Reduced |
| QRG Capital Management, Inc. | 22,757 | $14.0M | 0.14% | −2,072−8.3% | Reduced |
| Generali Asset Management SPA SGR | 22,939 | $14.1M | 0.35% | −8,039−26.0% | Reduced |
| Profund Advisors LLC | 22,973 | $14.1M | 0.61% | −3,398−12.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 23,271 | $14.3M | 0.05% | −4,227−15.4% | Reduced |
| HFR Wealth Management, LLC | 23,365 | $14.3M | 3.49% | +26+0.1% | Added |
| Norinchukin Bank, The | 23,596 | $14.5M | 0.27% | +7,132+43.3% | Added |