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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 125 | $76.7K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 131 | $80.0K | 0.07% | +108+469.6% | Added |
| NewSquare Capital LLC | 133 | $81.7K | 0.01% | +90+209.3% | Added |
| Curio Wealth, LLC | 1 | $84.2K | 0.04% | −133−99.3% | Reduced |
| Private Wealth Management Group, LLC | 138 | $84.7K | 0.03% | +1+0.7% | Added |
| Vega Investment Solutions | 141 | $86.6K | 0.02% | +141 | New |
| West Branch Capital LLC | 150 | $91.8K | 0.03% | +135+900.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $92.0K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 151 | $92.0K | 0.01% | +151 | New |
| Independence Bank of Kentucky | 150 | $92.1K | 0.01% | −25−14.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 152 | $93.3K | 0.01% | −194−56.1% | Reduced |
| Coastline Trust Co | 153 | $93.9K | 0.01% | −105−40.7% | Reduced |
| GW&K Investment Management, LLC | 159 | $98.0K | 0.00% | +14+9.7% | Added |
| Alpine Bank Wealth Management | 161 | $98.9K | 0.02% | +161 | New |
| Hexagon Capital Partners LLC | 170 | $104.4K | 0.02% | −80−32.0% | Reduced |
| GKV Capital Management Co., Inc. | 170 | $104.4K | 0.05% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 175 | $107.5K | 0.08% | −14−7.4% | Reduced |
| Washington Trust Co | 175 | $107.6K | 0.00% | +3+1.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 176 | $108.1K | 0.21% | +12+7.3% | Added |
| IMG Wealth Management, Inc. | 177 | $108.7K | 0.10% | −28−13.7% | Reduced |
| Avalon Trust Co | 177 | $108.7K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 180 | $110.5K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $114.8K | 0.07% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 188 | $115.4K | 0.02% | +188 | New |
| Continuum Advisory, LLC | 191 | $117.3K | 0.02% | +8+4.4% | Added |
| Brown Shipley& Co Ltd | 193 | $118.5K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $121.0K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 200 | $122.8K | 0.08% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 201 | $123.4K | 0.16% | +54+36.7% | Added |
| Cornerstone Planning Group LLC | 208 | $124.0K | 0.03% | +133+177.3% | Added |
| Hillsdale Investment Management Inc. | 202 | $124.0K | 0.01% | −60−22.9% | Reduced |
| North Capital, Inc. | 206 | $126.5K | 0.12% | +206 | New |
| St Germain D J Co Inc | 207 | $127.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 215 | $131.7K | 0.03% | +200+1,333.3% | Added |
| Main Street Group, LTD | 227 | $138.8K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 228 | $140.0K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 231 | $141.8K | 0.05% | +3+1.3% | Added |
| Farmers & Merchants Investments Inc | 231 | $141.8K | 0.00% | +43+22.9% | Added |
| ORG Partners LLC | 235 | $144.2K | 0.04% | +11+4.9% | Added |
| Rise Advisors, LLC | 244 | $149.5K | 0.07% | +25+11.4% | Added |
| Western Pacific Wealth Management, LP | 255 | $156.6K | 0.14% | +8+3.2% | Added |
| Wayfinding Financial, LLC | 257 | $157.0K | 0.07% | +257 | New |
| Wellington Shields & Co., LLC | 256 | $157.2K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $161.0K | 0.11% | −43−14.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 269 | $165.2K | 0.16% | −3−1.1% | Reduced |
| Global Financial Private Client, LLC | 275 | $168.8K | 0.06% | +103+59.9% | Added |
| Versant Capital Management, Inc | 282 | $173.1K | 0.03% | −13−4.4% | Reduced |
| Carolinas Wealth Consulting LLC | 282 | $173.1K | 0.04% | −66−19.0% | Reduced |
| Center for Financial Planning, Inc. | 283 | $173.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 285 | $175.3K | 0.07% | +49+20.8% | Added |
| AdvisorNet Financial, Inc | 289 | $177.5K | 0.01% | +13+4.7% | Added |
| DT Investment Partners, LLC | 295 | $181.1K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 296 | $181.7K | 0.00% | +5+1.7% | Added |
| Cohen & Steers, Inc. | 300 | $184.0K | 0.00% | +300 | New |
| Berbice Capital Management LLC | 300 | $184.2K | 0.16% | −338−53.0% | Reduced |
| Catherine Avery Investment Management LLC | 300 | $184.2K | 0.17% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 304 | $186.7K | 0.03% | −19−5.9% | Reduced |
| Riverview Trust Co | 313 | $192.2K | 0.19% | −7−2.2% | Reduced |
| Hemington Wealth Management | 315 | $193.0K | 0.03% | +15+5.0% | Added |
| Nova Wealth Management, Inc. | 320 | $196.5K | 0.17% | −61−16.0% | Reduced |
| WPG Advisers, LLC | 322 | $197.7K | 0.18% | −92−22.2% | Reduced |
| Osprey Private Wealth LLC | 325 | $199.5K | 0.12% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 327 | $200.7K | 0.11% | +327 | New |
| Naples Global Advisors, LLC | 327 | $201.0K | 0.02% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 329 | $202.0K | 0.17% | +329 | New |
| PUREfi Wealth, LLC | 329 | $202.1K | 0.20% | +329 | New |
| Physicians Financial Services, Inc. | 331 | $203.0K | 0.07% | +331 | New |
| May Hill Capital, LLC | 331 | $203.2K | 0.08% | −71−17.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 332 | $203.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 332 | $203.8K | 0.06% | +22+7.1% | Added |
| Astoria Portfolio Advisors LLC. | 343 | $204.3K | 0.07% | +343 | New |
| Westfuller Advisors, LLC | 333 | $204.6K | 0.14% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 335 | $205.7K | 0.02% | −17−4.8% | Reduced |
| Sandy Spring Bank | 336 | $206.3K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 336 | $206.3K | 0.10% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 336 | $206.3K | 0.18% | +336 | New |
| Golden State Wealth Management, LLC | 336 | $206.3K | 0.03% | +1+0.3% | Added |
| Chancellor Financial Group WB LP | 337 | $206.9K | 0.17% | 00.0% | Unchanged |
| YANKCOM Partnership | 337 | $206.9K | 0.11% | +51+17.8% | Added |
| Harbour Investments, Inc. | 337 | $207.0K | 0.01% | −9−2.6% | Reduced |
| Royal Fund Management, LLC | 338 | $208.0K | 0.02% | +338 | New |
| Sunpointe, LLC | 339 | $208.0K | 0.11% | +4+1.2% | Added |
| Onyx Bridge Wealth Group LLC | 339 | $208.1K | 0.03% | −3−0.9% | Reduced |
| Echo45 Advisors LLC | 340 | $208.8K | 0.14% | +340 | New |
| Ignite Planners, LLC | 335 | $208.8K | 0.04% | −117−25.9% | Reduced |
| Ausdal Financial Partners, Inc. | 340 | $208.8K | 0.02% | −1−0.3% | Reduced |
| Leo Wealth, LLC | 340 | $208.9K | 0.03% | −51−13.0% | Reduced |
| Braun-Bostich & Associates Inc. | 341 | $209.4K | 0.15% | −32−8.6% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $212.4K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 346 | $212.4K | 0.09% | +346 | New |
| Newbridge Financial Services Group, Inc. | 348 | $213.5K | 0.05% | −14−3.9% | Reduced |
| North Forty Two & Co. | 348 | $213.7K | 0.24% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 348 | $213.7K | 0.01% | +11+3.3% | Added |
| Marino, Stram & Associates LLC | 350 | $214.6K | 0.05% | −14−3.8% | Reduced |
| New Century Financial Group, LLC | 350 | $214.7K | 0.25% | −636−64.5% | Reduced |
| Successful Portfolios LLC | 351 | $215.5K | 0.15% | −7−2.0% | Reduced |
| Avanza Fonder AB | 348 | $216.1K | 0.01% | −18−4.9% | Reduced |
| Twelve Points Wealth Management LLC | 352 | $216.1K | 0.06% | +2+0.6% | Added |
| Brevan Howard Capital Management LP | 352 | $216.1K | 0.01% | +352 | New |
| RHS Financial, LLC | 353 | $216.7K | 0.12% | −17−4.6% | Reduced |