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 | 2,270 | $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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 531 | $326.0K | 0.04% | +176+49.6% | Added |
| Endowment Wealth Management, Inc. | 534 | $327.6K | 0.21% | +11+2.1% | Added |
| Inscription Capital, LLC | 506 | $328.9K | 0.05% | +506 | New |
| Essex Savings Bank | 538 | $330.3K | 0.08% | −108−16.7% | Reduced |
| Tufton Capital Management | 539 | $330.9K | 0.06% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 542 | $332.8K | 0.15% | −23−4.1% | Reduced |
| Vigilare Wealth Management | 544 | $334.0K | 0.13% | −29−5.1% | Reduced |
| Tranquility Partners, LLC | 545 | $334.6K | 0.13% | +5+0.9% | Added |
| Authentikos Wealth Advisory, LLC | 546 | $335.2K | 0.26% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 547 | $335.9K | 0.09% | −250−31.4% | Reduced |
| Libra Wealth LLC | 547 | $335.9K | 0.13% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 550 | $337.5K | 0.08% | +2+0.4% | Added |
| Truvestments Capital LLC | 550 | $337.6K | 0.07% | −537−49.4% | Reduced |
| Jacobsen Capital Management | 550 | $337.7K | 0.15% | +35+6.8% | Added |
| AGH Wealth Advisors, LLC | 550 | $337.7K | 0.33% | −49−8.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 553 | $339.5K | 0.22% | −540−49.4% | Reduced |
| Itau Unibanco Holding S.A. | 554 | $340.0K | 0.01% | +554 | New |
| D'Orazio & Associates, Inc. | 556 | $341.4K | 0.05% | +39+7.5% | Added |
| Soltis Investment Advisors LLC | 559 | $343.3K | 0.03% | +104+22.9% | Added |
| Wealth Management Associates, Inc. | 562 | $345.1K | 0.15% | −5−0.9% | Reduced |
| Burney Co | 562 | $345.1K | 0.01% | +136+31.9% | Added |
| New Millennium Group LLC | 562 | $345.1K | 0.23% | −2,113−79.0% | Reduced |
| LongView Asset Management LLC | 563 | $345.7K | 0.30% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 565 | $346.8K | 0.04% | +56+11.0% | Added |
| Country Club Bank | 580 | $347.4K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 566 | $347.5K | 0.15% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 566 | $347.6K | 0.08% | 00.0% | Unchanged |
| Security Financial Services, INC. | 569 | $349.4K | 0.07% | +63+12.5% | Added |
| Telos Capital Management, Inc. | 570 | $350.0K | 0.04% | −30−5.0% | Reduced |
| Elyxium Wealth, LLC | 572 | $351.2K | 0.16% | +572 | New |
| Bremer Bank National Association | 577 | $354.3K | 0.06% | +113+24.4% | Added |
| Aviso Wealth Management | 579 | $355.5K | 0.19% | +217+59.9% | Added |
| Cedar Mountain Advisors, LLC | 580 | $356.3K | 0.08% | −1−0.2% | Reduced |
| LifeWealth Investments, LLC | 582 | $357.3K | 0.08% | +582 | New |
| Proffitt & Goodson Inc | 582 | $357.3K | 0.06% | +11+1.9% | Added |
| Wealthcare Advisory Partners LLC | 582 | $357.4K | 0.01% | −79−12.0% | Reduced |
| Cable Hill Partners, LLC | 570 | $357.7K | 0.03% | +110+23.9% | Added |
| Busey Wealth Management | 583 | $358.0K | 0.01% | +27+4.9% | Added |
| New England Research & Management, Inc. | 586 | $360.0K | 0.18% | +11+1.9% | Added |
| 3Chopt Investment Partners, LLC | 587 | $360.4K | 0.09% | +587 | New |
| NovaPoint Capital, LLC | 588 | $361.0K | 0.11% | −117−16.6% | Reduced |
| Salem Investment Counselors Inc | 590 | $362.3K | 0.01% | +9+1.5% | Added |
| Belpointe Asset Management LLC | 590 | $362.3K | 0.02% | +20+3.5% | Added |
| Camden National Bank | 593 | $364.1K | 0.05% | −31−5.0% | Reduced |
| Perennial Investment Advisors, LLC | 593 | $364.2K | 0.04% | −19−3.1% | Reduced |
| Fortitude Family Office, LLC | 594 | $364.7K | 0.13% | −18−2.9% | Reduced |
| United Advisor Group, LLC | 594 | $364.7K | 0.07% | +235+65.5% | Added |
| Beaumont Financial Advisors, LLC | 595 | $365.3K | 0.03% | −172−22.4% | Reduced |
| Gradient Capital Advisors, LLC | 597 | $366.6K | 0.12% | +8+1.4% | Added |
| Berkshire Bank | 598 | $367.2K | 0.09% | −4−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 598 | $367.2K | 0.03% | −26−4.2% | Reduced |
| Select Asset Management & Trust | 600 | $368.0K | 0.15% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $368.4K | 0.13% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $368.4K | 0.29% | 00.0% | Unchanged |
| Columbia Asset Management | 602 | $369.6K | 0.08% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 604 | $370.7K | 0.02% | −2−0.3% | Reduced |
| Angeles Wealth Management, LLC | 606 | $372.1K | 0.03% | +163+36.8% | Added |
| Morris Retirement Advisors, LLC | 607 | $372.7K | 0.20% | +146+31.7% | Added |
| TCTC Holdings, LLC | 607 | $372.7K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 608 | $373.3K | 0.03% | −242−28.5% | Reduced |
| David Wealth Management LLC | 609 | $374.2K | 0.31% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 610 | $374.5K | 0.07% | −516−45.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 612 | $375.8K | 0.13% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 613 | $376.3K | 0.02% | −191−23.8% | Reduced |
| Manchester Capital Management LLC | 613 | $376.6K | 0.05% | +91+17.4% | Added |
| Riverwater Partners LLC | 614 | $377.0K | 0.19% | −80−11.5% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $377.0K | 0.26% | 00.0% | Unchanged |
| CVA Family Office, LLC | 615 | $377.6K | 0.06% | +43+7.5% | Added |
| Bigelow Investment Advisors, LLC | 618 | $379.4K | 0.18% | −136−18.0% | Reduced |
| Cercano Management LLC | 619 | $380.1K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 680 | $381.1K | 0.03% | +680 | New |
| Kingswood Wealth Advisors, LLC | 621 | $381.3K | 0.03% | −18−2.8% | Reduced |
| WP Advisors, LLC | 624 | $382.9K | 0.13% | +1+0.2% | Added |
| Accurate Wealth Management, LLC | 653 | $384.1K | 0.07% | −1,324−67.0% | Reduced |
| Caitlin John, LLC | 627 | $385.3K | 0.38% | −228−26.7% | Reduced |
| Southern Capital Advisors, LLC | 628 | $385.8K | 0.21% | −2,831−81.8% | Reduced |
| Pacific Wealth Management | 629 | $386.2K | 0.21% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 632 | $388.0K | 0.03% | +313+98.1% | Added |
| Ashton Thomas Securities, LLC | 638 | $388.7K | 0.11% | −920−59.1% | Reduced |
| Perfromance Wealth Partners, LLC | 636 | $390.5K | 0.01% | −30−4.5% | Reduced |
| Brooklyn FI, LLC | 640 | $393.0K | 0.12% | −94−12.8% | Reduced |
| St. Louis Trust Co | 640 | $393.0K | 0.06% | −34−5.0% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $393.0K | 0.32% | 00.0% | Unchanged |
| Heritage Trust Co | 640 | $393.0K | 0.05% | +4+0.6% | Added |
| Newman Dignan & Sheerar, Inc. | 640 | $393.0K | 0.11% | +40+6.7% | Added |
| Accelerate Investment Advisors LLC | 641 | $393.6K | 0.33% | −4−0.6% | Reduced |
| Latko Wealth Management, Ltd. | 641 | $394.0K | 0.26% | −14−2.1% | Reduced |
| Winthrop Advisory Group LLC | 645 | $396.0K | 0.05% | −20−3.0% | Reduced |
| Thomasville National Bank | 646 | $396.6K | 0.03% | −3−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 648 | $397.6K | 0.01% | −400−38.2% | Reduced |
| Verity & Verity, LLC | 654 | $401.5K | 0.04% | +654 | New |
| Johnson Financial Group, Inc. | 657 | $403.4K | 0.02% | +347+111.9% | Added |
| Crews Bank & Trust | 665 | $408.3K | 0.07% | 00.0% | Unchanged |
| Saranac Partners Ltd | 665 | $408.3K | 0.23% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 666 | $409.0K | 0.19% | −4−0.6% | Reduced |
| South State Corp. | 667 | $409.3K | 0.02% | +87+15.0% | Added |
| Stoneridge Investment Partners LLC | 669 | $411.0K | 0.35% | −625−48.3% | Reduced |
| Planned Solutions, Inc. | 672 | $412.6K | 0.17% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 674 | $413.8K | 0.08% | −392−36.8% | Reduced |
| Sigma Planning Corp | 676 | $415.3K | 0.01% | −174−20.5% | Reduced |