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 |
|---|---|---|---|---|---|
| Bank of Stockton | 353 | $216.7K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 354 | $217.4K | 0.06% | −273−43.5% | Reduced |
| Renasant Bank | 354 | $217.4K | 0.14% | +5+1.4% | Added |
| Consolidated Capital Management, LLC | 354 | $217.4K | 0.09% | +354 | New |
| Optimize Financial Inc | 355 | $218.0K | 0.08% | +355 | New |
| Burton Enright Welch | 360 | $221.0K | 0.04% | −1−0.3% | Reduced |
| XML Financial, LLC | 360 | $221.2K | 0.02% | −35−8.9% | Reduced |
| Crown Wealth Group, LLC | 362 | $222.3K | 0.12% | −33−8.4% | Reduced |
| Pinnacle Bancorp, Inc. | 362 | $222.3K | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 363 | $222.9K | 0.08% | +9+2.5% | Added |
| Heritage Investment Group, Inc. | 363 | $223.1K | 0.04% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 367 | $225.3K | 0.08% | +367 | New |
| Sandy Cove Advisors, LLC | 367 | $225.4K | 0.09% | +32+9.6% | Added |
| SGL Investment Advisors, Inc. | 344 | $225.7K | 0.12% | −10−2.8% | Reduced |
| Empirical Asset Management, LLC | 370 | $227.2K | 0.08% | +370 | New |
| Pacitti Group Inc. | 370 | $227.4K | 0.11% | −48−11.5% | Reduced |
| CoreCap Advisors, LLC | 371 | $227.8K | 0.01% | −140−27.4% | Reduced |
| Covenant Asset Management, LLC | 371 | $227.8K | 0.06% | −3,826−91.2% | Reduced |
| Schnieders Capital Management LLC | 373 | $229.0K | 0.05% | −300−44.6% | Reduced |
| Grandfield & Dodd, LLC | 373 | $229.0K | 0.01% | −130−25.8% | Reduced |
| CFO4Life Group, LLC | 373 | $229.0K | 0.04% | +28+8.1% | Added |
| Castle Rock Wealth Management, LLC | 375 | $229.7K | 0.06% | +3+0.8% | Added |
| Creekmur Asset Management LLC | 375 | $230.0K | 0.05% | +350+1,400.0% | Added |
| Claret Asset Management Corp | 374 | $230.0K | 0.03% | −2−0.5% | Reduced |
| DSG Capital Advisors, LLC | 375 | $230.2K | 0.05% | −10−2.6% | Reduced |
| West Bancorporation Inc | 375 | $230.2K | 0.16% | −4−1.1% | Reduced |
| BIP Wealth, LLC | 375 | $230.2K | 0.02% | −1−0.3% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $230.2K | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 375 | $230.3K | 0.03% | +5+1.4% | Added |
| SCS Capital Management LLC | 376 | $231.0K | 0.00% | +376 | New |
| Quantum Financial Advisors, LLC | 377 | $231.2K | 0.03% | −15−3.8% | Reduced |
| Global Endowment Management, LP | 377 | $231.5K | 0.03% | −290−43.5% | Reduced |
| Green Harvest Asset Management LLC | 377 | $231.5K | 0.01% | −145−27.8% | Reduced |
| LMCG Investments, LLC | 378 | $232.1K | 0.02% | −29−7.1% | Reduced |
| Seldon Capital LP | 378 | $232.1K | 0.15% | 00.0% | Unchanged |
| Channel Wealth LLC | 380 | $233.3K | 0.07% | +380 | New |
| Hartmann Taylor Wealth Management, LLC | 380 | $233.3K | 0.21% | +380 | New |
| Guardian Wealth Advisors, LLC | 381 | $233.9K | 0.02% | +12+3.3% | Added |
| Goldstein Advisors, LLC | 382 | $234.2K | 0.03% | +382 | New |
| Kempen Capital Management N.V. | 382 | $234.5K | 0.00% | −1,201−75.9% | Reduced |
| Abel Hall, LLC | 385 | $236.3K | 0.14% | +385 | New |
| IFG Advisory, LLC | 387 | $237.6K | 0.01% | −13−3.3% | Reduced |
| Solidarilty Wealth, LLC | 388 | $238.2K | 0.06% | 00.0% | Unchanged |
| Aries Wealth Management | 388 | $238.2K | 0.06% | +388 | New |
| Bingham Private Wealth, LLC | 389 | $238.8K | 0.25% | −567−59.3% | Reduced |
| Red Wave Investments LLC | 389 | $238.8K | 0.09% | −1−0.3% | Reduced |
| Texas Yale Capital Corp. | 390 | $239.5K | 0.01% | +390 | New |
| Grimes & Company, Inc. | 390 | $239.6K | 0.01% | +24+6.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 392 | $240.7K | 0.03% | +1+0.3% | Added |
| Moody National Bank Trust Division | 392 | $240.7K | 0.03% | +392 | New |
| Gemmer Asset Management LLC | 393 | $241.3K | 0.02% | −87−18.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 394 | $241.8K | 0.02% | −10−2.5% | Reduced |
| Portfolio Design Labs, LLC | 395 | $242.5K | 0.05% | −821−67.5% | Reduced |
| LifePlan Investment Advisors, Inc. | 396 | $243.1K | 0.14% | +2+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 397 | $243.8K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 398 | $244.9K | 0.01% | +22+5.9% | Added |
| Carret Asset Management, LLC | 400 | $245.6K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $245.6K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $245.6K | 0.06% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $245.6K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 400 | $245.6K | 0.01% | +15+3.9% | Added |
| Hall Laurie J Trustee | 400 | $245.6K | 0.09% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 401 | $246.2K | 0.18% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 402 | $246.8K | 0.01% | +15+3.9% | Added |
| Canopy Partners, LLC | 402 | $246.8K | 0.10% | +11+2.8% | Added |
| Aspiriant, LLC | 403 | $247.6K | 0.01% | −216−34.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 404 | $248.3K | 0.10% | +1+0.2% | Added |
| One Capital Management, LLC | 406 | $249.3K | 0.01% | +406 | New |
| Associated Banc-Corp | 408 | $250.5K | 0.01% | +9+2.3% | Added |
| Two Sigma Securities, LLC | 408 | $250.5K | 0.04% | −2,765−87.1% | Reduced |
| True North Advisors, LLC | 409 | $251.1K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 411 | $252.3K | 0.02% | −652−61.3% | Reduced |
| Rothschild Investment LLC | 412 | $253.0K | 0.02% | −13−3.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 413 | $253.6K | 0.11% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 413 | $253.6K | 0.09% | +3+0.7% | Added |
| Kestra Investment Management, LLC | 414 | $254.2K | 0.01% | −83−16.7% | Reduced |
| Stonebrook Private Inc. | 414 | $254.2K | 0.07% | +21+5.3% | Added |
| Ameritas Advisory Services, LLC | 406 | $254.7K | 0.01% | −610−60.0% | Reduced |
| Concentrum Wealth Management | 415 | $254.8K | 0.09% | −24−5.5% | Reduced |
| Pure Financial Advisors, Inc. | 415 | $254.9K | 0.01% | +90+27.7% | Added |
| Pallas Capital Advisors LLC | 415 | $255.0K | 0.01% | +415 | New |
| Colonial Trust Co | 416 | $255.3K | 0.04% | −52−11.1% | Reduced |
| Values Added Financial LLC | 416 | $255.4K | 0.14% | −3−0.7% | Reduced |
| Fullcircle Wealth LLC | 414 | $255.9K | 0.11% | +414 | New |
| Putney Financial Group LLC | 417 | $256.0K | 0.27% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 417 | $256.0K | 0.07% | +7+1.7% | Added |
| Seek First Inc. | 417 | $256.3K | 0.23% | +417 | New |
| Emerald Advisors, LLC | 418 | $256.5K | 0.03% | +44+11.8% | Added |
| Florida Financial Advisors, LLC | 419 | $257.2K | 0.10% | +56+15.4% | Added |
| Scarborough Advisors, LLC | 421 | $258.2K | 0.04% | +1+0.2% | Added |
| Capital Advisors Inc | 422 | $259.1K | 0.01% | −89−17.4% | Reduced |
| Ledyard National Bank | 423 | $259.7K | 0.03% | −52−10.9% | Reduced |
| Capital Performance Advisors LLP | 423 | $260.1K | 0.06% | +423 | New |
| J. W. Coons Advisors, LLC | 424 | $260.3K | 0.07% | −121−22.2% | Reduced |
| Amplius Wealth Advisors, LLC | 424 | $260.3K | 0.03% | +16+3.9% | Added |
| Jackson Square Capital, LLC | 425 | $260.9K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 398 | $261.1K | 0.01% | +5+1.3% | Added |
| Acropolis Investment Management, LLC | 426 | $261.6K | 0.02% | +3+0.7% | Added |
| Cidel Asset Management Inc | 426 | $261.6K | 0.02% | +36+9.2% | Added |
| Concorde Asset Management, LLC | 439 | $261.7K | 0.14% | −102−18.9% | Reduced |