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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 678 | $416.0K | 0.05% | +14+2.1% | Added |
| Canvas Wealth Advisors, LLC | 713 | $416.1K | 0.11% | +122+20.6% | Added |
| KG&L Capital Management,LLC | 678 | $416.3K | 0.13% | −417−38.1% | Reduced |
| Impact Investors, Inc | 678 | $416.5K | 0.32% | −13−1.9% | Reduced |
| Woodstock Corp | 682 | $418.7K | 0.04% | −29−4.1% | Reduced |
| Ewa, LLC | 682 | $418.8K | 0.16% | +24+3.6% | Added |
| Parcion Private Wealth LLC | 685 | $420.6K | 0.03% | +65+10.5% | Added |
| Veracity Capital LLC | 687 | $422.1K | 0.17% | −85−11.0% | Reduced |
| Prosperity Consulting Group, LLC | 689 | $423.3K | 0.03% | −782−53.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 690 | $423.7K | 0.24% | −415−37.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 692 | $424.9K | 0.21% | −25−3.5% | Reduced |
| LVW Advisors, LLC | 692 | $424.9K | 0.05% | +249+56.2% | Added |
| Traveka Wealth, LLC | 693 | $425.5K | 0.24% | +82+13.4% | Added |
| M3 Advisory Group, LLC | 697 | $427.8K | 0.34% | −179−20.4% | Reduced |
| Rehmann Capital Advisory Group | 698 | $428.6K | 0.03% | +10+1.5% | Added |
| Meadow Creek Wealth Advisors LLC | 699 | $429.2K | 0.32% | −242−25.7% | Reduced |
| Capital Investment Counsel, Inc | 700 | $429.8K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $429.8K | 0.24% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 700 | $429.8K | 0.09% | +4+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 701 | $430.4K | 0.04% | −245−25.9% | Reduced |
| Atticus Wealth Management, LLC | 702 | $431.1K | 0.14% | +140+24.9% | Added |
| Cynosure Management, LLC | 703 | $431.6K | 0.06% | +73+11.6% | Added |
| Union Savings Bank | 705 | $432.9K | 0.21% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 705 | $432.9K | 0.08% | −395−35.9% | Reduced |
| Transform Wealth, LLC | 705 | $432.9K | 0.03% | −180−20.3% | Reduced |
| SBI Securities Co., Ltd. | 705 | $432.9K | 0.01% | −2−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 707 | $434.1K | 0.02% | −2−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 707 | $434.1K | 0.07% | 00.0% | Unchanged |
| GenTrust, LLC | 708 | $434.5K | 0.02% | +1+0.1% | Added |
| Sage Private Wealth Group, LLC | 707 | $434.5K | 0.33% | +50+7.6% | Added |
| Ambassador Advisors, LLC | 708 | $434.7K | 0.08% | −79−10.0% | Reduced |
| Bahl & Gaynor Inc | 711 | $436.5K | 0.00% | −100−12.3% | Reduced |
| Portside Wealth Group, LLC | 711 | $436.5K | 0.07% | +83+13.2% | Added |
| Costello Asset Management, INC | 713 | $437.8K | 0.18% | +713 | New |
| HBW Advisory Services LLC | 716 | $439.7K | 0.06% | −23−3.1% | Reduced |
| Nations Financial Group Inc, | 719 | $441.5K | 0.03% | −289−28.7% | Reduced |
| SeaCrest Wealth Management, LLC | 720 | $442.1K | 0.05% | −31−4.1% | Reduced |
| Sivia Capital Partners, LLC | 720 | $442.1K | 0.21% | +47+7.0% | Added |
| Fiduciary Family Office, LLC | 724 | $444.5K | 0.15% | +724 | New |
| Bernardo Wealth Planning LLC | 724 | $445.0K | 0.11% | −7−1.0% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $445.1K | 0.07% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 727 | $446.2K | 0.04% | +27+3.9% | Added |
| Stegent Equity Advisors, Inc. | 729 | $447.6K | 0.45% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 729 | $447.6K | 0.12% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 732 | $449.3K | 0.06% | +260+55.1% | Added |
| Fishman Jay A Ltd | 732 | $449.4K | 0.05% | 00.0% | Unchanged |
| Truepoint, Inc. | 732 | $449.4K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 733 | $450.1K | 0.46% | −10−1.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 733 | $450.1K | 0.01% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 718 | $450.5K | 0.39% | +22+3.2% | Added |
| KCM Investment Advisors LLC | 736 | $451.7K | 0.02% | −3−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 736 | $451.9K | 0.04% | −792−51.8% | Reduced |
| SFM, LLC | 738 | $452.9K | 0.33% | −16−2.1% | Reduced |
| Magnetar Financial LLC | 740 | $454.4K | 0.01% | −6,610−89.9% | Reduced |
| Catalyst Capital Advisors LLC | 743 | $456.2K | 0.01% | +162+27.9% | Added |
| Interchange Capital Partners, LLC | 743 | $456.2K | 0.13% | +23+3.2% | Added |
| Crewe Advisors LLC | 748 | $459.3K | 0.06% | +131+21.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 749 | $459.9K | 0.19% | −4−0.5% | Reduced |
| Arrow Financial Corp | 750 | $460.5K | 0.05% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 752 | $461.5K | 0.51% | +178+31.0% | Added |
| Betterment LLC | 752 | $462.0K | 0.00% | +6+0.8% | Added |
| Gill Capital Partners, LLC | 753 | $462.3K | 0.16% | −1−0.1% | Reduced |
| 17 Capital Partners, LLC | 754 | $462.9K | 0.30% | +15+2.0% | Added |
| NorthStar Asset Management LLC | 756 | $464.2K | 0.29% | +48+6.8% | Added |
| KMG Fiduciary Partners, LLC | 757 | $464.8K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 758 | $465.4K | 0.02% | −2,584−77.3% | Reduced |
| Camden Capital, LLC | 760 | $465.8K | 0.05% | −102−11.8% | Reduced |
| Triad Wealth Partners, LLC | 759 | $465.9K | 0.14% | +9+1.2% | Added |
| Avantra Family Wealth, Inc. | 761 | $467.2K | 0.45% | −422−35.7% | Reduced |
| Private Client Services, LLC | 762 | $467.8K | 0.23% | −9−1.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $470.3K | 0.07% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 767 | $471.0K | 0.39% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 771 | $473.4K | 0.03% | +771 | New |
| Conestoga Capital Advisors, LLC | 780 | $478.9K | 0.01% | +15+2.0% | Added |
| Relyea Zuckerberg Hanson LLC | 781 | $479.5K | 0.06% | +72+10.2% | Added |
| Legacy Bridge, LLC | 782 | $480.1K | 0.27% | 00.0% | Unchanged |
| Rossby Financial, LCC | 770 | $480.6K | 0.21% | −37−4.6% | Reduced |
| Integrity Alliance, LLC. | 783 | $480.8K | 0.02% | +402+105.5% | Added |
| Catalytic Wealth RIA, LLC | 784 | $481.4K | 0.09% | +35+4.7% | Added |
| Apexium Financial, LP | 784 | $481.4K | 0.03% | +389+98.5% | Added |
| VestGen Advisors, LLC | 787 | $483.0K | 0.02% | +787 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 791 | $485.7K | 0.05% | +20+2.6% | Added |
| Avenue 1 Advisors, LLC | 794 | $487.5K | 0.19% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 796 | $488.5K | 0.03% | +29+3.8% | Added |
| Texas Bank & Trust Co | 798 | $490.0K | 0.21% | −36−4.3% | Reduced |
| Kennon-Green & Company, LLC | 800 | $491.2K | 0.40% | +34+4.4% | Added |
| Wealth Group Ltd | 803 | $493.0K | 0.14% | +803 | New |
| Tradewinds, LLC. | 803 | $493.1K | 0.14% | −35−4.2% | Reduced |
| Sunbelt Securities, Inc. | 805 | $494.4K | 0.04% | −270−25.1% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 806 | $494.9K | 0.48% | +806 | New |
| Novem Group | 809 | $496.4K | 0.07% | −153−15.9% | Reduced |
| Alpha Omega Wealth Management LLC | 809 | $496.7K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 809 | $496.7K | 0.04% | +107+15.2% | Added |
| Cyrus J. Lawrence, LLC | 816 | $501.0K | 1.90% | −13,043−94.1% | Reduced |
| Sentry Investment Management LLC | 901 | $501.0K | 0.34% | −269−23.0% | Reduced |
| Prentice Wealth Management LLC | 820 | $503.5K | 0.15% | +48+6.2% | Added |
| Clear Creek Financial Management, LLC | 822 | $504.7K | 0.05% | +37+4.7% | Added |
| Everpar Advisors LLC | 822 | $504.7K | 0.27% | +72+9.6% | Added |
| Ramiah Investment Group | 823 | $505.3K | 0.48% | −20−2.4% | Reduced |
| Caldwell Trust Co | 826 | $507.2K | 0.05% | −161−16.3% | Reduced |