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
- 2,031
- −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
- 816 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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| Kiker Wealth Management, LLC | 28 | $16.9K | 0.01% | +28 | New |
| Hanson & Doremus Investment Management | 27 | $17.0K | 0.00% | −16−37.2% | Reduced |
| Robinswood Financial LLC | 28 | $17.2K | 0.01% | +28 | New |
| Barnes Dennig Private Wealth Management LLC | 28 | $17.2K | 0.03% | +28 | New |
| Aspect Partners, LLC | 29 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 29 | $17.8K | 0.01% | +29 | New |
| Horizon Bancorp Inc | 30 | $18.0K | 0.01% | −35−53.8% | Reduced |
| Westend Capital Management, LLC | 30 | $18.4K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 30 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 31 | $19.0K | 0.00% | −10−24.4% | Reduced |
| Noble Wealth Management PBC | 31 | $19.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 32 | $19.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $19.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 33 | $20.3K | 0.01% | −1−2.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 33 | $20.3K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 33 | $20.3K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 35 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 35 | $21.5K | 0.00% | +11+45.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 35 | $21.5K | 0.00% | +9+34.6% | Added |
| Grayhawk Investment Strategies Inc. | 36 | $22.1K | 0.05% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 36 | $22.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $22.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 38 | $23.0K | 0.01% | +38 | New |
| MCF Advisors LLC | 39 | $24.0K | 0.00% | −23−37.1% | Reduced |
| Copia Wealth Management | 40 | $24.6K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 41 | $25.0K | 0.00% | −7,828−99.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 44 | $27.0K | 0.00% | −1−2.2% | Reduced |
| Optimum Investment Advisors | 44 | $27.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 45 | $27.6K | 0.00% | −27−37.5% | Reduced |
| Provenance Wealth Advisors, LLC | 46 | $28.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 48 | $29.5K | 0.01% | +17+54.8% | Added |
| Albion Financial Group | 50 | $30.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $30.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $30.7K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $30.7K | 0.00% | +47+1,566.7% | Added |
| Bangor Savings Bank | 54 | $33.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $33.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 55 | $33.8K | 0.00% | +46+511.1% | Added |
| VSM Wealth Advisory, LLC | 56 | $34.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $34.4K | 0.01% | +5+9.8% | Added |
| Cornerstone National Bank & Trust Co | 57 | $35.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 58 | $35.0K | 0.01% | +14+31.8% | Added |
| PMV Capital Advisers, LLC | 60 | $36.8K | 0.09% | +1+1.7% | Added |
| Creative Financial Designs Inc | 60 | $36.8K | 0.00% | +10+20.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 60 | $36.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 61 | $37.0K | 0.01% | +61 | New |
| Toth Financial Advisory Corp | 61 | $37.2K | 0.00% | −20−24.7% | Reduced |
| Cetera Trust Company, N.A | 62 | $38.1K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 63 | $38.7K | 0.01% | +61+3,050.0% | Added |
| Beacon Capital Management, LLC | 63 | $38.8K | 0.01% | +5+8.6% | Added |
| Piscataqua Savings Bank | 65 | $39.9K | 0.04% | −10−13.3% | Reduced |
| Atwood & Palmer Inc | 67 | $41.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 68 | $41.8K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 69 | $42.4K | 0.00% | −3−4.2% | Reduced |
| Rialto Wealth Management, LLC | 70 | $43.0K | 0.01% | +4+6.1% | Added |
| Sachetta, LLC | 70 | $43.0K | 0.02% | +6+9.4% | Added |
| Dunhill Financial, LLC | 71 | $43.5K | 0.02% | −5−6.6% | Reduced |
| Bogart Wealth, LLC | 71 | $43.6K | 0.00% | +5+7.6% | Added |
| West Paces Advisors Inc. | 72 | $44.2K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 72 | $44.2K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 74 | $45.2K | 0.05% | +2+2.8% | Added |
| Kimelman & Baird, LLC | 75 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 76 | $46.6K | 0.02% | −30−28.3% | Reduced |
| Pacifica Partners Inc. | 83 | $49.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 81 | $49.7K | 0.02% | +68+523.1% | Added |
| Hughes Financial Services, LLC | 82 | $50.3K | 0.01% | +82 | New |
| Abound Wealth Management | 83 | $50.7K | 0.02% | −10−10.8% | Reduced |
| Accredited Wealth Management, LLC | 83 | $51.0K | 0.04% | +83 | New |
| Ransom Advisory, Ltd | 84 | $51.6K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 86 | $52.8K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 88 | $54.0K | 0.01% | +2+2.3% | Added |
| Resolute Partners Group | 91 | $55.9K | 0.02% | −243−72.8% | Reduced |
| Laurel Wealth Advisors LLC | 91 | $55.9K | 0.01% | +2+2.2% | Added |
| Loomis Sayles & Co L P | 91 | $56.0K | 0.00% | −47−34.1% | Reduced |
| Raleigh Capital Management Inc. | 93 | $57.0K | 0.03% | −300−76.3% | Reduced |
| Retirement Wealth Solutions LLC | 93 | $57.2K | 0.05% | 00.0% | Unchanged |
| Binnacle Investments Inc | 94 | $57.7K | 0.04% | +94 | New |
| Medallion Wealth Advisors, LLC | 97 | $59.5K | 0.03% | +7+7.8% | Added |
| Washington Trust Advisors, Inc. | 97 | $59.6K | 0.01% | −67−40.9% | Reduced |
| Sarver Vrooman Wealth Advisors | 98 | $60.2K | 0.04% | +98 | New |
| GPS Wealth Strategies Group, LLC | 98 | $60.5K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $61.4K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 100 | $61.4K | 0.04% | +100 | New |
| Whipplewood Advisors, LLC | 65 | $63.9K | 0.04% | −33−33.7% | Reduced |
| NVWM, LLC | 105 | $64.5K | 0.02% | −1−0.9% | Reduced |
| Cloud Capital Management, LLC | 106 | $65.0K | 0.05% | +106 | New |
| Redwood Park Advisors LLC | 110 | $67.5K | 0.06% | 00.0% | Unchanged |
| CSS LLC | 110 | $67.5K | 0.00% | +110 | New |
| Saudi Central Bank | 110 | $67.5K | 0.36% | +110 | New |
| Hazlett, Burt & Watson, Inc. | 110 | $68.0K | 0.03% | +104+1,733.3% | Added |
| Atala Financial Inc | 111 | $68.2K | 0.05% | 00.0% | Unchanged |
| Clark Wealth Partners | 113 | $69.1K | 0.05% | −13−10.3% | Reduced |
| Addison Advisors LLC | 113 | $69.4K | 0.02% | −7−5.8% | Reduced |
| First Financial Corp | 114 | $70.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 115 | $70.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 115 | $70.6K | 0.01% | +56+94.9% | Added |
| Financial Management Professionals, Inc. | 116 | $71.2K | 0.01% | +18+18.4% | Added |
| Islay Capital Management, LLC | 117 | $71.8K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 118 | $72.5K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 124 | $76.1K | 0.04% | +10+8.8% | Added |