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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 40,852 | $25.1M | 0.20% | +7,742+23.4% | Added |
| Regions Financial Corp | 40,972 | $25.2M | 0.19% | −33,845−45.2% | Reduced |
| Zacks Investment Management | 41,187 | $25.3M | 0.24% | −24,979−37.8% | Reduced |
| Cetera Investment Advisers | 41,289 | $25.4M | 0.05% | −6,551−13.7% | Reduced |
| New York Life Investment Management LLC | 41,388 | $25.4M | 0.26% | −239−0.6% | Reduced |
| Tran Capital Management, L.P. | 41,448 | $25.4M | 3.42% | −4,195−9.2% | Reduced |
| Shelton Capital Management | 41,856 | $25.7M | 0.61% | −1,693−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 41,895 | $25.7M | 0.06% | −2,609−5.9% | Reduced |
| Hillman Co | 42,293 | $26.0M | 9.82% | +3,299+8.5% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $26.3M | 0.24% | 00.0% | Unchanged |
| Davidson Investment Advisors | 42,987 | $26.4M | 1.30% | +1,047+2.5% | Added |
| Osterweis Capital Management Inc | 43,151 | $26.5M | 1.31% | +174+0.4% | Added |
| Beacon Investment Advisory Services, Inc. | 43,191 | $26.5M | 1.24% | −122−0.3% | Reduced |
| Wealthfront Advisers LLC | 43,226 | $26.5M | 0.07% | +4,573+11.8% | Added |
| Public Sector Pension Investment Board | 43,428 | $26.7M | 0.12% | −14,991−25.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 43,867 | $26.9M | 1.00% | +200.0% | Added |
| Kovitz Investment Group Partners, LLC | 43,900 | $27.0M | 0.14% | −1,168−2.6% | Reduced |
| USS Investment Management Ltd | 44,056 | $27.0M | 0.21% | −8,780−16.6% | Reduced |
| Oppenheimer Asset Management Inc. | 44,246 | $27.2M | 0.34% | −9,174−17.2% | Reduced |
| CIBC World Markets Inc. | 44,395 | $27.3M | 0.06% | −13,689−23.6% | Reduced |
| DnB Asset Management AS | 44,814 | $27.5M | 0.13% | −8,276−15.6% | Reduced |
| Utah Retirement Systems | 45,244 | $27.8M | 0.32% | −91−0.2% | Reduced |
| Battery Global Advisors, LLC | 45,350 | $27.8M | 15.53% | 00.0% | Unchanged |
| Dearborn Partners LLC | 45,770 | $28.1M | 1.35% | −9,710−17.5% | Reduced |
| Randolph Co Inc | 46,094 | $28.3M | 3.31% | +46,094 | New |
| Sterling Capital Management LLC | 46,434 | $28.5M | 0.44% | +5,806+14.3% | Added |
| United Capital Financial Advisers, LLC | 46,456 | $28.5M | 0.24% | +621+1.4% | Added |
| Vident Advisory, LLC | 46,940 | $28.8M | 0.42% | +8,510+22.1% | Added |
| Fundsmith Investment Services Ltd. | 47,292 | $29.0M | 0.41% | +47,292 | New |
| Fifth Third Bancorp | 48,168 | $29.6M | 0.11% | +593+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,349 | $29.7M | 0.33% | +8,567+21.5% | Added |
| Benchstone Capital Management LP | 49,146 | $30.2M | 3.21% | +49,146 | New |
| NEOS Investment Management LLC | 49,479 | $30.4M | 0.58% | +13,956+39.3% | Added |
| Nichols & Pratt Advisers LLP | 49,489 | $30.4M | 2.08% | −130−0.3% | Reduced |
| Bath Savings Trust Co | 49,688 | $30.5M | 3.16% | +100.0% | Added |
| North Star Asset Management Inc | 50,389 | $30.9M | 1.41% | +356+0.7% | Added |
| Martingale Asset Management L P | 50,557 | $31.0M | 0.79% | −3,953−7.3% | Reduced |
| Ardmore Road Asset Management LP | 50,980 | $31.3M | 3.21% | +50,980 | New |
| M&T Bank Corp | 51,761 | $31.8M | 0.12% | −2,191−4.1% | Reduced |
| Haverford Trust Co | 51,964 | $31.9M | 0.32% | −439−0.8% | Reduced |
| Blackstone Group Inc. | 52,000 | $31.9M | 0.14% | +52,000 | New |
| Achmea Investment Management B.V. | 52,143 | $32.0M | 0.47% | +9,604+22.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 52,324 | $32.1M | 0.28% | −9,000−14.7% | Reduced |
| Mariner, LLC | 53,086 | $32.6M | 0.05% | +3,188+6.4% | Added |
| Taurus Asset Management, LLC | 53,549 | $32.9M | 3.33% | +1,670+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 53,557 | $32.9M | 0.34% | +1,851+3.6% | Added |
| GF Fund Management Co. Ltd. | 54,094 | $33.2M | 0.78% | +452+0.8% | Added |
| Guggenheim Capital LLC | 54,250 | $33.3M | 0.31% | −17,021−23.9% | Reduced |
| EULAV Asset Management | 54,710 | $33.6M | 0.83% | −200−0.4% | Reduced |
| IFM Investors Pty Ltd | 55,254 | $33.9M | 0.37% | −316−0.6% | Reduced |
| SG Americas Securities, LLC | 55,477 | $34.1M | 0.12% | −170,345−75.4% | Reduced |
| Pathstone Holdings, LLC | 55,776 | $34.2M | 0.15% | +97+0.2% | Added |
| ThornTree Capital Partners LP | 56,543 | $34.7M | 7.66% | +56,543 | New |
| Northwest & Ethical Investments L.P. | 56,674 | $34.8M | 0.94% | +16,580+41.4% | Added |
| LGT Capital Partners Ltd. | 57,811 | $35.5M | 1.58% | −33,605−36.8% | Reduced |
| HighTower Advisors, LLC | 57,830 | $35.5M | 0.05% | −4,489−7.2% | Reduced |
| Factory Mutual Insurance Co | 58,000 | $35.6M | 0.41% | +5,100+9.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 58,540 | $35.9M | 0.43% | +1,900+3.4% | Added |
| Natixis | 59,570 | $36.1M | 0.21% | +25,340+74.0% | Added |
| Retirement Systems of Alabama | 60,150 | $36.9M | 0.14% | −536−0.9% | Reduced |
| Troy Asset Management Ltd | 46,931 | $37.0M | 1.01% | +3,852+8.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,236 | $37.0M | 0.04% | +23,347+63.3% | Added |
| Baxter Bros Inc | 60,340 | $37.0M | 4.88% | +70+0.1% | Added |
| ING Groep NV | 60,835 | $37.4M | 0.26% | −19,802−24.6% | Reduced |
| Amalgamated Bank | 61,302 | $37.6M | 0.32% | +1,079+1.8% | Added |
| Assetmark, Inc | 61,565 | $37.8M | 0.10% | −5,528−8.2% | Reduced |
| Ycg, LLC | 61,838 | $38.0M | 2.97% | −191−0.3% | Reduced |
| Asset Advisors Investment Management, LLC | 61,998 | $38.1M | 4.00% | −606−1.0% | Reduced |
| Creative Planning | 62,098 | $38.1M | 0.04% | +5,881+10.5% | Added |
| Van Eck Associates Corp | 63,347 | $38.9M | 0.05% | +2,928+4.8% | Added |
| King Luther Capital Management Corp | 63,814 | $39.2M | 0.18% | −2,291−3.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,013 | $39.3M | 0.23% | +4,415+7.4% | Added |
| Wilkinson Global Asset Management LLC | 64,235 | $39.4M | 2.47% | −266−0.4% | Reduced |
| Czech National Bank | 64,292 | $39.5M | 0.36% | +3,519+5.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,368 | $39.5M | 0.40% | +10,764+20.1% | Added |
| Panagora Asset Management Inc | 64,428 | $39.6M | 0.20% | −462−0.7% | Reduced |
| Benjamin Edwards Inc | 64,541 | $39.6M | 0.55% | +8,995+16.2% | Added |
| Xponance, Inc. | 65,130 | $40.0M | 0.39% | +1,555+2.4% | Added |
| Sather Financial Group Inc | 66,902 | $41.1M | 2.68% | −4,555−6.4% | Reduced |
| Freestone Grove Partners LP | 68,032 | $41.8M | 0.43% | +36,260+114.1% | Added |
| KBC Group NV | 68,103 | $41.8M | 0.13% | −75,711−52.6% | Reduced |
| M&G Plc | 68,520 | $42.1M | 0.20% | +22,481+48.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 69,985 | $43.0M | 0.19% | −25,018−26.3% | Reduced |
| Capital Fund Management S.A. | 70,337 | $43.2M | 0.55% | −180−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 70,416 | $43.2M | 1.31% | +730+1.0% | Added |
| Verition Fund Management LLC | 70,832 | $43.5M | 0.25% | +59,393+519.2% | Added |
| Guinness Asset Management LTD | 70,908 | $43.5M | 0.83% | +3,554+5.3% | Added |
| Alta Capital Management LLC | 71,630 | $44.0M | 2.85% | −1,106−1.5% | Reduced |
| Suncoast Equity Management | 72,375 | $44.4M | 5.02% | +1,109+1.6% | Added |
| Kodai Capital Management LP | 72,525 | $44.5M | 1.76% | −63,412−46.6% | Reduced |
| Ninety One North America, Inc. | 72,643 | $44.6M | 3.00% | −5,795−7.4% | Reduced |
| Mar Vista Investment Partners LLC | 72,806 | $44.7M | 3.67% | −5,906−7.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 73,109 | $44.9M | 2.89% | +1,123+1.6% | Added |
| E. Ohman J:or Asset Management AB | 73,317 | $45.0M | 1.20% | −937−1.3% | Reduced |
| Kinetic Partners Management, LP | 73,600 | $45.2M | 3.24% | +47,600+183.1% | Added |
| Temasek Holdings (Private) Ltd | 75,043 | $46.1M | 0.19% | +75,043 | New |
| Junto Capital Management LP | 75,638 | $46.4M | 1.06% | −76,207−50.2% | Reduced |
| State of Michigan Retirement System | 75,890 | $46.6M | 0.27% | −200−0.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 76,233 | $46.8M | 0.60% | −4,491−5.6% | Reduced |
| Daiwa Securities Group Inc. | 76,396 | $46.9M | 0.20% | +3,527+4.8% | Added |