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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 826 | $507.2K | 0.07% | +13+1.6% | Added |
| Fortune Financial Advisors, LLC | 826 | $507.2K | 0.44% | +70+9.3% | Added |
| International Assets Investment Management, LLC | 828 | $508.4K | 0.04% | +43+5.5% | Added |
| Breed's Hill Capital LLC | 829 | $508.7K | 0.27% | +1+0.1% | Added |
| Michael B. Yongue | 832 | $510.8K | 0.65% | +50+6.4% | Added |
| Spinnaker Investment Group, LLC | 832 | $510.8K | 0.12% | +832 | New |
| Moors & Cabot, Inc. | 836 | $513.5K | 0.03% | +113+15.6% | Added |
| KDT Advisors, LLC | 840 | $515.8K | 0.76% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 841 | $516.4K | 0.33% | 00.0% | Unchanged |
| Severin Investments, LLC | 841 | $516.6K | 0.52% | −2−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 846 | $519.5K | 0.04% | +180+27.0% | Added |
| Atlantic Trust, LLC | 846 | $519.7K | 0.12% | +141+20.0% | Added |
| Washington Trust Bank | 847 | $520.0K | 0.05% | +12+1.4% | Added |
| EverSource Wealth Advisors, LLC | 851 | $522.8K | 0.03% | +250+41.6% | Added |
| TFB Advisors LLC | 854 | $524.3K | 0.15% | −233−21.4% | Reduced |
| Baldwin Brothers Inc | 855 | $525.0K | 0.04% | +12+1.4% | Added |
| Cromwell Holdings LLC | 856 | $525.6K | 0.34% | −22−2.5% | Reduced |
| Mayflower Financial Advisors, LLC | 859 | $527.4K | 0.08% | +383+80.5% | Added |
| Invesco, LLC | 859 | $527.5K | 0.22% | −905−51.3% | Reduced |
| Oakworth Capital, Inc. | 862 | $529.3K | 0.04% | +7+0.8% | Added |
| Pathway Financial Advisors LLC | 869 | $533.6K | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 871 | $534.8K | 0.02% | +54+6.6% | Added |
| JFS Wealth Advisors, LLC | 873 | $535.9K | 0.04% | −18−2.0% | Reduced |
| Family Firm, Inc. | 874 | $536.5K | 0.12% | +2+0.2% | Added |
| Malaga Cove Capital, LLC | 874 | $536.6K | 0.23% | +459+110.6% | Added |
| Chicago Trust Co NA | 876 | $537.9K | 0.10% | +14+1.6% | Added |
| Argus Investors' Counsel, Inc. | 877 | $538.2K | 0.41% | −19−2.1% | Reduced |
| Voya Financial Advisors, Inc. | 899 | $538.4K | 0.06% | −19−2.1% | Reduced |
| Bull Oak Capital, LLC | 878 | $539.1K | 0.29% | +7+0.8% | Added |
| W.H. Cornerstone Investments Inc. | 881 | $540.7K | 0.37% | −185−17.4% | Reduced |
| Southeast Asset Advisors Inc. | 887 | $544.6K | 0.07% | −150−14.5% | Reduced |
| Versor Investments LP | 888 | $545.2K | 0.09% | +888 | New |
| Great Lakes Retirement, Inc. | 889 | $545.6K | 0.07% | −88−9.0% | Reduced |
| David Loasby | 945 | $545.7K | 0.05% | +72+8.2% | Added |
| Caisse des Depots Et Consignations | 891 | $547.1K | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 892 | $547.8K | 0.02% | +456+104.6% | Added |
| Natural Investments, LLC | 894 | $548.0K | 0.16% | −25−2.7% | Reduced |
| Plancorp, LLC | 899 | $552.0K | 0.02% | +10+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $552.6K | 0.17% | 00.0% | Unchanged |
| Apeiron RIA LLC | 900 | $552.9K | 0.17% | +46+5.4% | Added |
| Robertson Stephens Wealth Management, LLC | 902 | $554.2K | 0.02% | −238−20.9% | Reduced |
| MorganRosel Wealth Management, LLC | 903 | $554.4K | 0.17% | +8+0.9% | Added |
| Mechanics Bank Trust Department | 904 | $555.0K | 0.08% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $555.0K | 0.20% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $555.7K | 0.05% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 855 | $559.1K | 0.29% | +9+1.1% | Added |
| Private Trust Co NA | 919 | $564.1K | 0.06% | −23−2.4% | Reduced |
| Seven Mile Advisory | 919 | $564.3K | 0.38% | −54−5.5% | Reduced |
| Bell Investment Advisors, Inc | 925 | $567.9K | 0.10% | −3−0.3% | Reduced |
| Wealthstar Advisors, LLC | 925 | $567.9K | 0.26% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 926 | $568.6K | 0.19% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 937 | $574.9K | 0.14% | +247+35.8% | Added |
| MWA Asset Management | 938 | $575.9K | 0.40% | −12−1.3% | Reduced |
| Csenge Advisory Group | 987 | $577.9K | 0.03% | +39+4.1% | Added |
| OneAscent Financial Services LLC | 942 | $578.0K | 0.04% | +469+99.2% | Added |
| Wrapmanager Inc | 943 | $579.0K | 0.15% | +943 | New |
| DGS Capital Management, LLC | 946 | $580.5K | 0.15% | −92−8.9% | Reduced |
| Traynor Capital Management, Inc. | 946 | $580.9K | 0.05% | +22+2.4% | Added |
| Catalyst Private Wealth, LLC | 947 | $581.4K | 0.28% | −11−1.1% | Reduced |
| Hills Bank & Trust Co | 948 | $582.1K | 0.04% | +126+15.3% | Added |
| Wallace Advisory Group, LLC | 931 | $585.1K | 0.40% | −4−0.4% | Reduced |
| Horizon Family Wealth, Inc. | 954 | $585.4K | 0.39% | −3−0.3% | Reduced |
| EntryPoint Capital, LLC | 954 | $585.7K | 0.27% | +954 | New |
| Values First Advisors, Inc. | 960 | $587.7K | 0.34% | 00.0% | Unchanged |
| Tidemark, LLC | 961 | $590.0K | 0.22% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 964 | $591.9K | 0.10% | +482+100.0% | Added |
| Tolleson Wealth Management, Inc. | 969 | $595.0K | 0.11% | −6−0.6% | Reduced |
| Waterloo Capital, L.P. | 976 | $599.1K | 0.06% | +134+15.9% | Added |
| Grove Bank & Trust | 976 | $599.3K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 976 | $599.3K | 0.27% | +20+2.1% | Added |
| Evercore Wealth Management, LLC | 979 | $601.1K | 0.01% | −22−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 981 | $602.0K | 0.05% | +47+5.0% | Added |
| Edmond de Rothschild Holding S.A. | 983 | $603.6K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 993 | $609.7K | 0.14% | +1+0.1% | Added |
| Summit Global Investments | 994 | $610.0K | 0.04% | −1,779−64.2% | Reduced |
| Freemont Management S.A. | 1,000 | $614.0K | 0.24% | −100−9.1% | Reduced |
| RBF Capital, LLC | 1,000 | $614.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,002 | $614.9K | 0.38% | −127−11.2% | Reduced |
| PFG Investments, LLC | 1,009 | $619.6K | 0.04% | −235−18.9% | Reduced |
| KFG Wealth Management, LLC | 1,014 | $622.3K | 0.11% | +114+12.7% | Added |
| Integrated Advisors Network LLC | 1,017 | $624.6K | 0.03% | −424−29.4% | Reduced |
| Verdence Capital Advisors LLC | 1,023 | $627.9K | 0.05% | −226−18.1% | Reduced |
| Aventura Private Wealth, LLC | 1,026 | $630.0K | 0.33% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,035 | $635.0K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 1,038 | $637.3K | 0.03% | −23−2.2% | Reduced |
| Aaron Wealth Advisors | 1,056 | $648.4K | 0.07% | +123+13.2% | Added |
| MONECO Advisors, LLC | 1,059 | $650.0K | 0.07% | −172−14.0% | Reduced |
| WSFS Capital Management, LLC | 1,065 | $653.9K | 0.04% | −264−19.9% | Reduced |
| TCG Advisory Services, LLC | 1,074 | $659.5K | 0.03% | +729+211.3% | Added |
| Regent Peak Wealth Advisors LLC | 1,077 | $661.5K | 0.16% | −136−11.2% | Reduced |
| 1st Source Bank | 1,084 | $665.6K | 0.04% | +1+0.1% | Added |
| PAX Financial Group, LLC | 1,087 | $667.4K | 0.12% | −333−23.5% | Reduced |
| Catalyst Financial Partners LLC | 1,095 | $672.3K | 0.12% | +51+4.9% | Added |
| Vance Wealth, Inc. | 1,100 | $675.4K | 0.25% | +7+0.6% | Added |
| Rockline Wealth Management, LLC | 1,103 | $677.2K | 0.19% | +121+12.3% | Added |
| Weaver Capital Management LLC | 1,113 | $683.4K | 0.18% | −168−13.1% | Reduced |
| Paladin Wealth, LLC | 1,115 | $684.6K | 0.61% | +118+11.8% | Added |
| Carnegie Capital Asset Management, LLC | 1,172 | $685.5K | 0.02% | +582+98.6% | Added |
| Reynders McVeigh Capital Management, LLC | 1,121 | $688.0K | 0.04% | +7+0.6% | Added |
| Lord, Abbett & Co. LLC | 1,122 | $689.0K | 0.00% | −467−29.4% | Reduced |