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 |
|---|---|---|---|---|---|
| West Coast Financial LLC | 429 | $263.4K | 0.03% | +1+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 403 | $263.5K | 0.18% | −21−5.0% | Reduced |
| Baker Boyer National Bank | 430 | $264.0K | 0.10% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 430 | $264.3K | 0.37% | +430 | New |
| Tennessee Valley Asset Management Partners | 431 | $264.6K | 0.04% | 00.0% | Unchanged |
| Archetype Wealth Partners | 431 | $265.0K | 0.04% | +431 | New |
| Cottonwood Capital Advisors, LLC | 432 | $265.2K | 0.19% | −54−11.1% | Reduced |
| Gallacher Capital Management LLC | 432 | $265.4K | 0.13% | +37+9.4% | Added |
| Larson Financial Group LLC | 436 | $267.6K | 0.01% | +228+109.6% | Added |
| 180 Wealth Advisors, LLC | 437 | $268.3K | 0.04% | −22−4.8% | Reduced |
| Advus Financial Partners, LLC | 437 | $268.3K | 0.08% | −7−1.6% | Reduced |
| Impact Capital Partners LLC | 438 | $268.9K | 0.10% | −244−35.8% | Reduced |
| New Republic Capital, LLC | 438 | $269.1K | 0.12% | −22−4.8% | Reduced |
| Seeds Investor LLC | 440 | $270.0K | 0.08% | −101−18.7% | Reduced |
| Purkiss Capital Advisors LLC | 441 | $270.8K | 0.20% | 00.0% | Unchanged |
| McLean Asset Management Corp | 498 | $271.0K | 0.09% | −2−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 443 | $272.0K | 0.11% | +1+0.2% | Added |
| SP Asset Management LLC | 445 | $273.2K | 0.02% | +1+0.2% | Added |
| Live Oak Private Wealth LLC | 445 | $273.2K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 445 | $273.4K | 0.03% | +26+6.2% | Added |
| Guyasuta Investment Advisors Inc | 446 | $273.8K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 446 | $273.9K | 0.05% | −38−7.9% | Reduced |
| Planning Alternatives Ltd | 446 | $274.1K | 0.04% | +446 | New |
| Certified Advisory Corp | 448 | $274.8K | 0.03% | −21−4.5% | Reduced |
| Capital Analysts, LLC | 450 | $276.0K | 0.01% | +8+1.8% | Added |
| Matrix Asset Advisors Inc | 450 | $276.3K | 0.03% | −250−35.7% | Reduced |
| Y.D. More Investments Ltd | 450 | $276.3K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 450 | $276.6K | 0.02% | −287−38.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 451 | $276.9K | 0.11% | 00.0% | Unchanged |
| DRW Securities, LLC | 459 | $277.1K | 0.02% | −1,352−74.7% | Reduced |
| Kovack Advisors, Inc. | 451 | $277.2K | 0.03% | +8+1.8% | Added |
| Benin Management CORP | 453 | $278.1K | 0.08% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 453 | $278.1K | 0.08% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 453 | $278.3K | 0.05% | −112−19.8% | Reduced |
| LifeSteps Financial, Inc. | 454 | $278.8K | 0.23% | 00.0% | Unchanged |
| Corundum Group, Inc. | 454 | $278.8K | 0.13% | +24+5.6% | Added |
| National Philanthropic Trust | 455 | $279.4K | 0.00% | −12−2.6% | Reduced |
| Oxbow Advisors, LLC | 455 | $279.4K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 455 | $279.4K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 456 | $280.0K | 0.06% | +11+2.5% | Added |
| JB Capital LLC | 456 | $280.3K | 0.02% | −3−0.7% | Reduced |
| KFA Private Wealth Group, LLC | 458 | $281.0K | 0.10% | +3+0.7% | Added |
| Eagle Strategies LLC | 459 | $281.9K | 0.05% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 460 | $282.4K | 0.30% | −350−43.2% | Reduced |
| Wynn Capital, LLC | 460 | $282.4K | 0.17% | −10−2.1% | Reduced |
| Center For Asset Management LLC | 461 | $283.0K | 0.17% | +33+7.7% | Added |
| Eagle Wealth Strategies LLC | 462 | $283.7K | 0.17% | +6+1.3% | Added |
| Howard Bailey Securities, LLC | 462 | $283.7K | 0.09% | +56+13.8% | Added |
| Tanager Wealth Management LLP | 463 | $284.3K | 0.04% | +33+7.7% | Added |
| United Community Bank | 463 | $284.3K | 0.11% | +108+30.4% | Added |
| Lafayette Investments, Inc. | 463 | $284.3K | 0.06% | +109+30.8% | Added |
| Prescott Group Capital Management, L.L.C. | 464 | $284.9K | 0.04% | +464 | New |
| George Kaiser Family Foundation | 464 | $284.9K | 0.04% | +464 | New |
| Opal Wealth Advisors, LLC | 464 | $284.9K | 0.09% | +14+3.1% | Added |
| West Family Investments, Inc. | 465 | $285.5K | 0.11% | −57−10.9% | Reduced |
| MN Wealth Advisors, LLC | 469 | $288.1K | 0.17% | +469 | New |
| Synergy Financial Group, LTD | 470 | $288.6K | 0.26% | −4−0.8% | Reduced |
| Shepherd Financial Partners LLC | 474 | $290.8K | 0.03% | +57+13.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 475 | $291.6K | 0.10% | +35+8.0% | Added |
| Marietta Investment Partners LLC | 479 | $294.1K | 0.07% | +32+7.2% | Added |
| Capital A Wealth Management, LLC | 479 | $294.1K | 0.31% | +72+17.7% | Added |
| Postrock Partners LLC | 481 | $295.3K | 0.15% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 481 | $295.4K | 0.22% | +21+4.6% | Added |
| Glen Eagle Advisors, LLC | 482 | $296.1K | 0.05% | −35−6.8% | Reduced |
| Resonant Capital Advisors, LLC | 485 | $297.8K | 0.02% | +59+13.8% | Added |
| Venture Visionary Partners LLC | 486 | $298.4K | 0.01% | −117−19.4% | Reduced |
| Invenio Wealth Partners LLC | 487 | $299.0K | 0.13% | −18−3.6% | Reduced |
| Clark Financial Services Group Inc | 488 | $299.6K | 0.21% | +488 | New |
| Blue Sky Capital Consultants Group, Inc. | 489 | $300.2K | 0.20% | −41−7.7% | Reduced |
| Alta Wealth Advisors LLC | 491 | $301.6K | 0.14% | +15+3.2% | Added |
| Kathmere Capital Management, LLC | 492 | $302.1K | 0.03% | +54+12.3% | Added |
| Lionshead Wealth Management, LLC | 494 | $303.3K | 0.32% | −58−10.5% | Reduced |
| Grunden Financial Advisory, Inc. | 494 | $303.4K | 0.15% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 496 | $304.3K | 0.10% | +11+2.3% | Added |
| LRI Investments, LLC | 496 | $304.7K | 0.03% | −17−3.3% | Reduced |
| Sandhill Capital Partners LLC | 497 | $305.2K | 0.03% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 498 | $305.8K | 0.07% | +29+6.2% | Added |
| K.J. Harrison & Partners Inc | 500 | $307.0K | 0.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 500 | $307.0K | 0.02% | +500 | New |
| Lifeworks Advisors, LLC | 501 | $307.4K | 0.05% | +180+56.1% | Added |
| Sunflower Bank, N.A. | 502 | $308.2K | 0.09% | +8+1.6% | Added |
| Permanens Capital L.P. | 505 | $310.1K | 0.06% | +505 | New |
| Elgethun Capital Management | 506 | $310.9K | 0.07% | −75−12.9% | Reduced |
| Studio Investment Management LLC | 512 | $314.4K | 0.06% | −42−7.6% | Reduced |
| Rosenberg Matthew Hamilton | 513 | $315.0K | 0.08% | 00.0% | Unchanged |
| BBR Partners, LLC | 516 | $316.8K | 0.02% | +22+4.5% | Added |
| Kuhn & Co Investment Counsel | 520 | $319.3K | 0.27% | −28−5.1% | Reduced |
| Ethos Financial Group, LLC | 508 | $319.3K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 521 | $319.9K | 0.22% | +16+3.2% | Added |
| Sherbrooke Park Advisers LLC | 521 | $319.9K | 0.15% | +83+18.9% | Added |
| SageView Advisory Group, LLC | 522 | $320.6K | 0.01% | +4+0.8% | Added |
| Powell Investment Advisors, LLC | 523 | $321.1K | 0.16% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 523 | $321.2K | 0.04% | +87+20.0% | Added |
| Capital Investment Counsel, LLC | 524 | $321.7K | 0.05% | +44+9.2% | Added |
| Simplicity Wealth,LLC | 524 | $322.0K | 0.03% | −44−7.7% | Reduced |
| BankPlus Wealth Management LLC | 525 | $322.4K | 0.24% | +525 | New |
| MFA Wealth Services | 526 | $322.8K | 0.27% | −59−10.1% | Reduced |
| MBB Public Markets I LLC | 526 | $323.0K | 0.04% | +526 | New |
| Resources Management Corp | 530 | $325.0K | 0.05% | −66−11.1% | Reduced |
| Somerville Kurt F | 530 | $325.4K | 0.06% | 00.0% | Unchanged |