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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 3,276 | $2.01M | 0.16% | −2,095−39.0% | Reduced |
| Savant Capital, LLC | 3,273 | $2.01M | 0.02% | −121−3.6% | Reduced |
| Atomi Financial Group, Inc. | 3,251 | $2.00M | 0.09% | +719+28.4% | Added |
| Tilia Fiduciary Partners, Inc. | 3,247 | $1.99M | 1.33% | +172+5.6% | Added |
| J. Safra Sarasin Holding AG | 3,238 | $1.99M | 0.04% | +640+24.6% | Added |
| GM Advisory Group, Inc. | 3,232 | $1.98M | 0.11% | +10.0% | Added |
| Trust Asset Management LLC | 3,221 | $1.98M | 0.16% | +43+1.4% | Added |
| Sagespring Wealth Partners, LLC | 3,212 | $1.97M | 0.05% | +878+37.6% | Added |
| Signature Wealth Management Group | 3,197 | $1.96M | 0.76% | +134+4.4% | Added |
| Baader Bank INC | 3,229 | $1.96M | 0.20% | +169+5.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.96M | 0.08% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,183 | $1.96M | 0.75% | −91−2.8% | Reduced |
| Net Worth Advisory Group | 3,182 | $1.95M | 0.61% | +119+3.9% | Added |
| Savvy Advisors, Inc. | 3,177 | $1.95M | 0.20% | +136+4.5% | Added |
| Caxton Associates LLP | 3,149 | $1.93M | 0.07% | +3,149 | New |
| Outfitter Financial LLC | 3,129 | $1.92M | 1.73% | −430−12.1% | Reduced |
| Personal Cfo Solutions, LLC | 3,118 | $1.91M | 0.39% | +170+5.8% | Added |
| RB Capital Management, LLC | 3,115 | $1.91M | 0.47% | −46−1.5% | Reduced |
| Boston Trust Walden Corp | 3,104 | $1.91M | 0.01% | 00.0% | Unchanged |
| De Burlo Group Inc | 3,100 | $1.90M | 0.28% | +30+1.0% | Added |
| Meeder Asset Management Inc | 3,084 | $1.89M | 0.13% | +26+0.9% | Added |
| Hancock Whitney Corp | 3,079 | $1.89M | 0.06% | −16,297−84.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,071 | $1.89M | 0.11% | −76−2.4% | Reduced |
| Qtron Investments LLC | 3,059 | $1.88M | 0.28% | −529−14.7% | Reduced |
| Allworth Financial LP | 3,014 | $1.85M | 0.01% | +87+3.0% | Added |
| Resources Investment Advisors, LLC. | 2,989 | $1.84M | 0.02% | −2,879−49.1% | Reduced |
| Argent Trust Co | 2,963 | $1.82M | 0.07% | −88−2.9% | Reduced |
| Concord Wealth Partners | 2,956 | $1.81M | 0.30% | +1,105+59.7% | Added |
| RMR Wealth Builders | 2,941 | $1.81M | 0.19% | +430+17.1% | Added |
| Schechter Investment Advisors, LLC | 2,916 | $1.79M | 0.15% | −608−17.3% | Reduced |
| Applied Finance Capital Management, LLC | 2,915 | $1.79M | 0.13% | +133+4.8% | Added |
| Glynn Capital Management LLC | 2,894 | $1.78M | 0.47% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,873 | $1.76M | 0.07% | −517−15.3% | Reduced |
| Eads & Heald Wealth Management | 2,873 | $1.76M | 0.90% | +112+4.1% | Added |
| Pinnacle Associates Ltd | 2,862 | $1.76M | 0.03% | +21+0.7% | Added |
| Eqis Capital Management, Inc. | 2,838 | $1.74M | 0.15% | −166−5.5% | Reduced |
| Abacus Planning Group, Inc. | 2,827 | $1.74M | 0.30% | −3−0.1% | Reduced |
| ZEGA Investments, LLC | 2,811 | $1.73M | 0.51% | +1,286+84.3% | Added |
| Grant Private Wealth Management Inc | 2,804 | $1.72M | 1.85% | −128−4.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,794 | $1.72M | 0.10% | −40−1.4% | Reduced |
| Allen Investment Management LLC | 2,787 | $1.71M | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,787 | $1.71M | 0.03% | +276+11.0% | Added |
| Cullinan Associates Inc | 2,770 | $1.70M | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,767 | $1.70M | 0.32% | −54−1.9% | Reduced |
| Stablepoint Partners, LLC | 2,750 | $1.69M | 0.31% | +224+8.9% | Added |
| Novare Capital Management LLC | 2,750 | $1.69M | 0.15% | −365−11.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.68M | 0.19% | −500−15.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.67M | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 2,720 | $1.67M | 0.50% | +1,615+146.2% | Added |
| Syon Capital LLC | 2,713 | $1.67M | 0.14% | +944+53.4% | Added |
| Okabena Investment Services Inc | 2,702 | $1.66M | 0.42% | +837+44.9% | Added |
| FSM Wealth Advisors, LLC | 2,686 | $1.65M | 0.37% | +66+2.5% | Added |
| Concord Asset Management, LLC | 2,763 | $1.65M | 0.36% | +884+47.0% | Added |
| Glenview Trust Co | 2,661 | $1.63M | 0.03% | +209+8.5% | Added |
| Moss Adams Wealth Advisors LLC | 2,642 | $1.62M | 0.17% | +186+7.6% | Added |
| Credit Industriel Et Commercial | 2,627 | $1.61M | 0.29% | +2,257+610.0% | Added |
| Skopos Labs, Inc. | 2,610 | $1.60M | 0.35% | +425+19.5% | Added |
| Generali Investments, Management Co LLC | 2,604 | $1.60M | 0.45% | −967−27.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 2,600 | $1.60M | 1.11% | −550−17.5% | Reduced |
| First Citizens Bank & Trust Co | 2,585 | $1.59M | 0.04% | −415−13.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,582 | $1.59M | 0.55% | −10−0.4% | Reduced |
| Crestwood Advisors Group LLC | 2,580 | $1.58M | 0.03% | +537+26.3% | Added |
| Modera Wealth Management, LLC | 2,568 | $1.58M | 0.02% | −197−7.1% | Reduced |
| BancorpSouth Bank | 2,553 | $1.57M | 0.11% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,611 | $1.56M | 0.20% | +4+0.2% | Added |
| Family Legacy, Inc. | 2,532 | $1.55M | 0.53% | +72+2.9% | Added |
| Advisor OS, LLC | 2,521 | $1.55M | 0.18% | +22+0.9% | Added |
| Edgestream Partners, L.P. | 2,503 | $1.54M | 0.05% | +205+8.9% | Added |
| Everhart Financial Group, Inc. | 2,499 | $1.53M | 0.21% | +127+5.4% | Added |
| Duncker Streett & Co Inc | 2,497 | $1.53M | 0.30% | −5,860−70.1% | Reduced |
| StoneX Group Inc. | 2,493 | $1.53M | 0.08% | +277+12.5% | Added |
| Roberts Glore & Co Inc | 2,487 | $1.53M | 0.47% | −128−4.9% | Reduced |
| Elmwood Wealth Management, Inc. | 2,482 | $1.52M | 0.63% | −143−5.4% | Reduced |
| ROI Financial Advisors, LLC | 2,481 | $1.52M | 1.11% | −267−9.7% | Reduced |
| Fulton Bank, N.A. | 2,446 | $1.50M | 0.06% | +213+9.5% | Added |
| Anchor Investment Management, LLC | 2,442 | $1.50M | 0.14% | +54+2.3% | Added |
| Citizens National Bank Trust Department | 2,441 | $1.50M | 0.32% | +29+1.2% | Added |
| Valeo Financial Advisors, LLC | 2,438 | $1.50M | 0.04% | +73+3.1% | Added |
| Freestone Capital Holdings, LLC | 2,438 | $1.50M | 0.06% | −244−9.1% | Reduced |
| Choate Investment Advisors | 2,430 | $1.49M | 0.04% | −150−5.8% | Reduced |
| Cascade Investment Group, Inc. | 2,413 | $1.48M | 1.14% | +18+0.8% | Added |
| Ironwood Investment Counsel, LLC | 2,410 | $1.48M | 0.26% | +13+0.5% | Added |
| RiverPark Advisors, LLC | 2,408 | $1.48M | 1.15% | −255−9.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,400 | $1.47M | 0.02% | −9,197−79.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,394 | $1.47M | 0.27% | +2,394 | New |
| Quotient Wealth Partners, LLC | 2,377 | $1.46M | 0.05% | −64−2.6% | Reduced |
| Chesley Taft & Associates LLC | 2,360 | $1.45M | 0.07% | −85−3.5% | Reduced |
| BankPlus Trust Department | 2,357 | $1.45M | 0.48% | +2,260+2,329.9% | Added |
| Peak Asset Management, LLC | 2,345 | $1.44M | 0.27% | +8+0.3% | Added |
| Commerzbank Aktiengesellschaft | 2,342 | $1.44M | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,336 | $1.43M | 0.08% | +471+25.3% | Added |
| Capital Planning Advisors, LLC | 2,336 | $1.43M | 0.22% | −77−3.2% | Reduced |
| Clarius Group, LLC | 2,333 | $1.43M | 0.09% | −116−4.7% | Reduced |
| Capital & Planning, LLC | 2,316 | $1.42M | 1.06% | +21+0.9% | Added |
| Moneta Group Investment Advisors LLC | 2,311 | $1.42M | 0.02% | +2+0.1% | Added |
| Virtue Capital Management, LLC | 2,270 | $1.39M | 0.16% | +571+33.6% | Added |
| Keel Point, LLC | 2,268 | $1.39M | 0.11% | +342+17.8% | Added |
| Vista Wealth Management Group, LLC | 2,256 | $1.39M | 0.09% | +23+1.0% | Added |
| BNP Paribas | 2,241 | $1.38M | 0.06% | −2,137−48.8% | Reduced |
| Austin Private Wealth, LLC | 2,243 | $1.38M | 0.12% | −46−2.0% | Reduced |