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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,125 | $691.0K | 0.03% | +561+99.5% | Added |
| Eastern Bank | 1,139 | $699.3K | 0.01% | −331−22.5% | Reduced |
| Independent Financial Group, LLC | 1,142 | $701.2K | 0.02% | +419+58.0% | Added |
| Plimoth Trust Co LLC | 1,143 | $701.8K | 0.18% | −27−2.3% | Reduced |
| Parkside Financial Bank & Trust | 1,153 | $707.9K | 0.09% | +19+1.7% | Added |
| Connecticut Wealth Management, LLC | 1,154 | $708.5K | 0.04% | −41−3.4% | Reduced |
| Breakwater Capital Group | 1,156 | $709.9K | 0.13% | +27+2.4% | Added |
| Magnus Financial Group LLC | 1,158 | $711.2K | 0.07% | +1+0.1% | Added |
| Mattern Capital Management, LLC | 1,159 | $711.6K | 0.09% | +206+21.6% | Added |
| Childress Capital Advisors, LLC | 1,163 | $713.9K | 0.21% | +12+1.0% | Added |
| L2 Asset Management, LLC | 1,170 | $718.4K | 0.15% | +113+10.7% | Added |
| Garden State Investment Advisory Services LLC | 1,168 | $718.4K | 0.23% | −87−6.9% | Reduced |
| Van Hulzen Asset Management, LLC | 1,172 | $719.7K | 0.07% | +5+0.4% | Added |
| Verity Asset Management, Inc. | 1,176 | $722.1K | 0.29% | +624+113.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,150 | $722.5K | 0.23% | +42+3.8% | Added |
| Avantax Planning Partners, Inc. | 1,178 | $723.2K | 0.03% | +166+16.4% | Added |
| Stratos Wealth Advisors, LLC | 1,179 | $724.0K | 0.04% | −1,062−47.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $724.0K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,181 | $725.0K | 0.04% | −28−2.3% | Reduced |
| Formidable Asset Management, LLC | 1,181 | $725.1K | 0.12% | +1,181 | New |
| SS&H Financial Advisors, Inc. | 1,183 | $726.0K | 0.27% | −92−7.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,186 | $728.1K | 0.02% | +192+19.3% | Added |
| Meridian Wealth Management, LLC | 1,189 | $730.1K | 0.04% | −24−2.0% | Reduced |
| Northern Financial Advisors Inc | 1,194 | $733.2K | 0.61% | −3−0.3% | Reduced |
| Keeler Thomas Management LLC | 1,197 | $734.7K | 0.36% | −1,128−48.5% | Reduced |
| Journey Strategic Wealth LLC | 1,199 | $736.0K | 0.03% | −1−0.1% | Reduced |
| Leavell Investment Management, Inc. | 1,200 | $736.8K | 0.04% | −50−4.0% | Reduced |
| Spinnaker Trust | 1,204 | $739.2K | 0.05% | −7−0.6% | Reduced |
| HCR Wealth Advisors | 1,205 | $739.9K | 0.10% | −103−7.9% | Reduced |
| Wealth Architects, LLC | 1,208 | $741.7K | 0.08% | +29+2.5% | Added |
| North Star Investment Management Corp. | 1,210 | $742.9K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 1,211 | $743.5K | 0.76% | +638+111.3% | Added |
| Amica Retiree Medical Trust | 1,213 | $745.0K | 1.14% | −289−19.2% | Reduced |
| New Hampshire Trust | 1,215 | $746.0K | 0.17% | −60−4.7% | Reduced |
| Heritage Wealth Advisors | 1,217 | $747.2K | 0.04% | −47−3.7% | Reduced |
| National Asset Management, Inc. | 1,220 | $748.8K | 0.02% | +443+57.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,251 | $749.3K | 0.11% | +35+2.9% | Added |
| Cardiff Park Advisors, LLC | 1,223 | $750.9K | 0.07% | −3−0.2% | Reduced |
| Bryce Point Capital, LLC | 1,244 | $753.1K | 0.57% | −182−12.8% | Reduced |
| Ancora Advisors, LLC | 1,239 | $760.8K | 0.02% | −145−10.5% | Reduced |
| American Trust | 1,243 | $763.2K | 0.19% | −1,668−57.3% | Reduced |
| Maven Securities LTD | 1,250 | $767.5K | 0.17% | +323+34.8% | Added |
| Harbor Investment Advisory, LLC | 1,252 | $768.7K | 0.07% | −5−0.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,252 | $768.9K | 0.19% | +104+9.1% | Added |
| Act Wealth Management, LLC | 1,265 | $776.7K | 0.35% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,267 | $777.9K | 0.19% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,268 | $778.5K | 0.17% | +122+10.6% | Added |
| James Hambro & Partners | 1,270 | $779.6K | 0.03% | −534−29.6% | Reduced |
| PFC Capital Group, Inc. | 1,275 | $782.0K | 0.39% | −65−4.9% | Reduced |
| Leonteq Securities AG | 1,272 | $782.1K | 0.06% | +513+67.6% | Added |
| Congress Park Capital LLC | 1,280 | $785.9K | 0.30% | +588+85.0% | Added |
| Legacy Financial Advisors, Inc. | 1,289 | $791.4K | 0.13% | −3−0.2% | Reduced |
| Park Capital Management, LLC | 1,296 | $795.8K | 0.93% | +17+1.3% | Added |
| Alteri Wealth LLC | 1,297 | $796.2K | 0.35% | −8−0.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,302 | $799.5K | 0.30% | −4−0.3% | Reduced |
| Nicholas Investment Partners, LP | 1,314 | $806.8K | 0.08% | −1,639−55.5% | Reduced |
| Gotham Asset Management, LLC | 1,314 | $806.8K | 0.01% | +51+4.0% | Added |
| AMG National Trust Bank | 1,315 | $807.4K | 0.02% | −151−10.3% | Reduced |
| Financial Advocates Investment Management | 1,319 | $809.8K | 0.06% | −8−0.6% | Reduced |
| Triglav Skladi, D.O.O. | 1,325 | $813.5K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,328 | $815.4K | 0.35% | +400+43.1% | Added |
| Principle Wealth Partners LLC | 1,328 | $815.9K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $816.0K | 0.16% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,339 | $821.0K | 0.01% | −650−32.7% | Reduced |
| Marcum Wealth, LLC | 1,344 | $825.2K | 0.07% | +53+4.1% | Added |
| Parallax Volatility Advisers, L.P. | 1,345 | $825.8K | 0.03% | −4,070−75.2% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $825.8K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,348 | $827.8K | 0.02% | −1,526−53.1% | Reduced |
| Geneos Wealth Management Inc. | 1,354 | $831.0K | 0.03% | +340+33.5% | Added |
| Pinnacle West Asset Management, Inc. | 1,365 | $838.0K | 0.61% | +5+0.4% | Added |
| PDS Planning, Inc | 1,365 | $838.1K | 0.07% | +130+10.5% | Added |
| RFG Holdings, Inc. | 1,365 | $839.9K | 0.27% | +146+12.0% | Added |
| Elevated Capital Advisors, LLC | 1,374 | $843.7K | 0.24% | −43−3.0% | Reduced |
| Sovran Advisors, LLC | 1,444 | $845.3K | 0.11% | +1,044+261.0% | Added |
| Essex Financial Services, Inc. | 1,379 | $846.9K | 0.06% | +13+1.0% | Added |
| Texas Capital Bancshares Inc | 1,383 | $849.1K | 0.36% | −31−2.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,391 | $853.8K | 0.33% | +45+3.3% | Added |
| BlueSpruce Investments, LP | 1,391 | $854.1K | 0.02% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,398 | $857.0K | 0.20% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,396 | $857.0K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,396 | $857.0K | 0.04% | +1,396 | New |
| Howland Capital Management LLC | 1,396 | $857.1K | 0.04% | +6+0.4% | Added |
| Gratus Wealth Advisors, LLC | 1,397 | $857.7K | 0.14% | −14−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 1,398 | $858.6K | 0.07% | +308+28.3% | Added |
| Westfield Capital Management Co LP | 1,410 | $865.7K | 0.00% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,414 | $867.9K | 0.35% | +119+9.2% | Added |
| Drive Wealth Management, LLC | 1,418 | $871.0K | 0.20% | +658+86.6% | Added |
| HBK Sorce Advisory LLC | 1,424 | $874.5K | 0.03% | +5+0.4% | Added |
| Gen-Wealth Partners Inc | 1,432 | $879.3K | 0.37% | +197+16.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,435 | $881.4K | 0.51% | −103−6.7% | Reduced |
| Garner Asset Management Corp | 1,443 | $886.1K | 0.39% | −145−9.1% | Reduced |
| Whalerock Point Partners, LLC | 1,452 | $891.5K | 0.21% | +10+0.7% | Added |
| Legacy Capital Group California, Inc. | 1,460 | $896.3K | 0.31% | −9−0.6% | Reduced |
| Smithfield Trust Co | 1,470 | $898.0K | 0.05% | −9−0.6% | Reduced |
| Roberts Capital Advisors, LLC | 1,470 | $902.6K | 0.79% | +1,470 | New |
| NBT Bank N A | 1,474 | $905.0K | 0.07% | −48−3.2% | Reduced |
| First Financial Bank - Trust Division | 1,481 | $909.3K | 0.09% | −1−0.1% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $912.4K | 0.31% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,486 | $912.6K | 0.25% | +523+54.3% | Added |
| Institute for Wealth Management, LLC. | 1,490 | $914.8K | 0.12% | −2−0.1% | Reduced |