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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 23,692 | $14.5M | 0.11% | −1,700−6.7% | Reduced |
| Impax Asset Management Group plc | 23,860 | $14.6M | 0.09% | +1,468+6.6% | Added |
| Appleton Partners Inc | 23,896 | $14.7M | 1.13% | −384−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 24,006 | $14.7M | 0.04% | −2,034−7.8% | Reduced |
| Oregon Public Employees Retirement Fund | 24,052 | $14.8M | 0.29% | +20+0.1% | Added |
| Boston Common Asset Management, LLC | 24,070 | $14.8M | 0.45% | −11,504−32.3% | Reduced |
| Copeland Capital Management, LLC | 24,179 | $14.8M | 0.30% | −520−2.1% | Reduced |
| Middleton & Co Inc | 24,239 | $14.9M | 1.74% | −753−3.0% | Reduced |
| Bamco Inc | 24,568 | $15.1M | 0.04% | +3,761+18.1% | Added |
| Nomura Holdings Inc | 24,730 | $15.2M | 0.08% | −9,434−27.6% | Reduced |
| Running Oak Capital LLC | 24,926 | $15.3M | 1.85% | +24,926 | New |
| Sone Capital Management, LLC | 25,031 | $15.4M | 1.58% | +3,240+14.9% | Added |
| Bryn Mawr Trust Co | 25,115 | $15.4M | 0.29% | −446−1.7% | Reduced |
| Addenda Capital Inc. | 25,248 | $15.5M | 0.57% | +2,001+8.6% | Added |
| Montag & Caldwell, LLC | 25,309 | $15.5M | 3.61% | −1,204−4.5% | Reduced |
| Westpac Banking Corp | 25,333 | $15.6M | 1.14% | −1,919−7.0% | Reduced |
| F/M Investments LLC | 25,375 | $15.6M | 0.62% | −69−0.3% | Reduced |
| Commerce Bank | 25,479 | $15.6M | 0.10% | +835+3.4% | Added |
| Prana Capital Management, LP | 25,502 | $15.7M | 0.64% | +1,175+4.8% | Added |
| Parallel Advisors, LLC | 25,679 | $15.8M | 0.36% | −124−0.5% | Reduced |
| Zevenbergen Capital Investments LLC | 25,801 | $15.8M | 0.39% | −410−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 25,829 | $15.9M | 0.10% | +1,527+6.3% | Added |
| Candriam Luxembourg S.C.A. | 26,036 | $16.0M | 0.10% | −15,182−36.8% | Reduced |
| Mercer Global Advisors Inc | 26,258 | $16.1M | 0.04% | −3,358−11.3% | Reduced |
| Forte Capital LLC | 26,841 | $16.5M | 1.95% | −425−1.6% | Reduced |
| GWM Advisors LLC | 26,846 | $16.5M | 0.10% | −3,054−10.2% | Reduced |
| Trust Co of Vermont | 26,985 | $16.6M | 0.83% | +64+0.2% | Added |
| Nan Fung Trinity (HK) Ltd | 27,070 | $16.6M | 2.64% | +27,070 | New |
| MML Investors Services, LLC | 28,408 | $17.4M | 0.06% | −3,847−11.9% | Reduced |
| Sora Investors LLC | 28,573 | $17.5M | 2.13% | +28,573 | New |
| Trillium Asset Management, LLC | 28,674 | $17.6M | 0.51% | +11,491+66.9% | Added |
| CIBC Private Wealth Group, LLC | 32,461 | $17.7M | 0.04% | −128,956−79.9% | Reduced |
| Raub Brock Capital Management LP | 28,769 | $17.7M | 3.94% | −1,494−4.9% | Reduced |
| Picton Mahoney Asset Management | 29,030 | $17.8M | 0.61% | +29,030 | New |
| Ethic Inc. | 29,227 | $17.9M | 0.36% | +2,223+8.2% | Added |
| Steel Peak Wealth Management LLC | 29,596 | $18.2M | 0.77% | +6,288+27.0% | Added |
| Cresset Asset Management, LLC | 29,817 | $18.3M | 0.09% | −616−2.0% | Reduced |
| LTS One Management LP | 30,000 | $18.4M | 5.61% | −1,500−4.8% | Reduced |
| Tredje AP-fonden | 30,043 | $18.4M | 0.17% | −17,600−36.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 30,152 | $18.5M | 0.60% | −1,532−4.8% | Reduced |
| Abner Herrman & Brock LLC | 30,447 | $18.7M | 2.39% | +582+1.9% | Added |
| OP Asset Management Ltd | 30,707 | $18.9M | 0.32% | +30,707 | New |
| B. Metzler seel. Sohn & Co. AG | 30,811 | $18.9M | 0.19% | −28,987−48.5% | Reduced |
| Lido Advisors, LLC | 30,981 | $19.0M | 0.11% | +1,349+4.6% | Added |
| Point72 Europe (London) LLP | 31,200 | $19.2M | 1.32% | +31,200 | New |
| Schaper Benz & Wise Investment Counsel Inc | 31,279 | $19.2M | 1.56% | +325+1.0% | Added |
| iA Global Asset Management Inc. | 31,363 | $19.3M | 0.33% | +433+1.4% | Added |
| Lyell Wealth Management, LP | 31,435 | $19.3M | 1.80% | +201+0.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 31,620 | $19.4M | 0.33% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 31,687 | $19.5M | 1.32% | +743+2.4% | Added |
| Trajan Wealth LLC | 31,811 | $19.5M | 1.07% | +3,158+11.0% | Added |
| Parkwood LLC | 31,894 | $19.6M | 1.92% | +31,894 | New |
| Talbot Financial, LLC | 31,906 | $19.6M | 2.45% | −1,083−3.3% | Reduced |
| Bridges Investment Management Inc | 31,918 | $19.6M | 0.28% | +411+1.3% | Added |
| Cim, LLC | 31,983 | $19.6M | 2.92% | −120−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 32,195 | $19.8M | 0.04% | −11,864−26.9% | Reduced |
| Bailard, Inc. | 32,525 | $20.0M | 0.52% | +13,537+71.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,535 | $20.0M | 0.04% | +1,859+6.1% | Added |
| State of Alaska, Department of Revenue | 32,803 | $20.1M | 0.23% | +841+2.6% | Added |
| La Banque Postale Asset Management SA | 33,061 | $20.3M | 0.31% | −8,534−20.5% | Reduced |
| Walleye Capital LLC | 33,085 | $20.3M | 0.23% | +33,072+254,400.0% | Added |
| JustInvest LLC | 33,111 | $20.3M | 0.30% | +3,299+11.1% | Added |
| Aptus Capital Advisors, LLC | 33,247 | $20.4M | 0.23% | +2,714+8.9% | Added |
| Janney Montgomery Scott LLC | 33,298 | $20.4M | 0.06% | −5,970−15.2% | Reduced |
| Sit Investment Associates Inc | 33,341 | $20.5M | 0.48% | +8,849+36.1% | Added |
| Brinker Capital Investments, LLC | 33,523 | $20.6M | 0.20% | −2,002−5.6% | Reduced |
| Orion Portfolio Solutions, LLC | 33,523 | $20.6M | 0.20% | −2,002−5.6% | Reduced |
| CIBC World Markets Corp | 33,763 | $20.7M | 0.16% | −80,677−70.5% | Reduced |
| Douglas Lane & Associates, LLC | 34,058 | $20.9M | 0.31% | +9,392+38.1% | Added |
| Geneva Capital Management LLC | 34,533 | $21.2M | 0.40% | −802−2.3% | Reduced |
| ASR Vermogensbeheer N.V. | 34,803 | $21.4M | 0.32% | +34,803 | New |
| Gradient Investments LLC | 34,886 | $21.4M | 0.43% | +5,705+19.6% | Added |
| Rakuten Investment Management, Inc. | 35,797 | $21.4M | 0.10% | +35,797 | New |
| Teachers Retirement System of the State of Kentucky | 35,184 | $21.6M | 0.19% | +991+2.9% | Added |
| Prudential PLC | 35,208 | $21.6M | 0.11% | +1,167+3.4% | Added |
| Ci Investments Inc. | 35,219 | $21.6M | 0.09% | −1,229−3.4% | Reduced |
| Yousif Capital Management, LLC | 35,372 | $21.7M | 0.25% | −51−0.1% | Reduced |
| Louisiana State Employees Retirement System | 35,500 | $21.8M | 0.43% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 36,425 | $21.9M | 0.28% | −21,252−36.8% | Reduced |
| Mutual of America Capital Management LLC | 36,378 | $22.3M | 0.26% | −1,130−3.0% | Reduced |
| Andra AP-fonden | 36,744 | $22.6M | 0.37% | −5,856−13.7% | Reduced |
| Dundas Partners LLP | 36,888 | $22.6M | 1.67% | +36,888 | New |
| Wilson Asset Management (International) Pty Ltd | 37,377 | $22.9M | 6.13% | +2,921+8.5% | Added |
| Public Employees Retirement Association of Colorado | 37,815 | $23.2M | 0.10% | −74−0.2% | Reduced |
| Rockland Trust Co | 37,984 | $23.3M | 1.17% | +1,661+4.6% | Added |
| Moran Wealth Management, LLC | 38,423 | $23.6M | 0.79% | −631−1.6% | Reduced |
| Elo Mutual Pension Insurance Co | 38,790 | $23.8M | 0.53% | +13,211+51.6% | Added |
| Varma Mutual Pension Insurance Co | 38,958 | $23.9M | 0.21% | −3,100−7.4% | Reduced |
| Global X Japan Co., Ltd. | 39,028 | $24.0M | 2.75% | +4,083+11.7% | Added |
| Umb Bank N A | 39,557 | $24.3M | 0.40% | −4,120−9.4% | Reduced |
| Federated Hermes, Inc. | 39,673 | $24.4M | 0.05% | −3,667−8.5% | Reduced |
| Quantinno Capital Management LP | 39,722 | $24.4M | 0.16% | +14,388+56.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 39,735 | $24.4M | 0.25% | 00.0% | Unchanged |
| Wendell David Associates Inc | 40,033 | $24.6M | 2.45% | +180+0.5% | Added |
| Hamilton Capital Partners Inc. | 40,047 | $24.6M | 1.58% | +5,673+16.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 40,301 | $24.7M | 0.45% | +6,251+18.4% | Added |
| Pacer Advisors, Inc. | 40,605 | $24.9M | 0.06% | −1,588−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 40,629 | $24.9M | 0.04% | −1,889−4.4% | Reduced |
| McDaniel Terry & Co | 40,695 | $25.0M | 2.19% | +178+0.4% | Added |
| Harvest Portfolios Group Inc. | 40,837 | $25.1M | 0.74% | +1,638+4.2% | Added |