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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2,228 | $1.37M | 0.09% | −208−8.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.36M | 0.05% | +454+25.7% | Added |
| Arlington Trust Co LLC | 2,210 | $1.36M | 0.29% | +116+5.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,206 | $1.36M | 0.23% | +369+20.1% | Added |
| Focus Financial Network, Inc. | 2,196 | $1.35M | 0.06% | +29+1.3% | Added |
| Integrated Wealth Concepts LLC | 2,181 | $1.34M | 0.02% | −783−26.4% | Reduced |
| Brown Financial Advisors | 2,179 | $1.34M | 0.55% | +359+19.7% | Added |
| GTS Securities LLC | 2,173 | $1.33M | 0.06% | −728−25.1% | Reduced |
| McRae Capital Management Inc | 2,172 | $1.33M | 0.28% | −50−2.3% | Reduced |
| Massmutual Trust Co FSB | 2,165 | $1.33M | 0.04% | +200+10.2% | Added |
| Wedbush Securities Inc | 2,165 | $1.33M | 0.05% | +169+8.5% | Added |
| Nixon Peabody Trust Co | 2,125 | $1.30M | 0.11% | +171+8.8% | Added |
| Quent Capital, LLC | 2,123 | $1.30M | 0.14% | −87−3.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,097 | $1.29M | 0.03% | −230−9.9% | Reduced |
| Accretive Wealth Partners, LLC | 2,031 | $1.27M | 0.45% | +180+9.7% | Added |
| Wolverine Trading, LLC | 2,121 | $1.27M | 0.04% | −6,526−75.5% | Reduced |
| Wealthspire Advisors, LLC | 2,065 | $1.27M | 0.01% | −212−9.3% | Reduced |
| United Asset Strategies, Inc. | 2,062 | $1.27M | 0.12% | +156+8.2% | Added |
| Forbes J M & Co LLP | 2,060 | $1.26M | 0.12% | −314−13.2% | Reduced |
| Quantitative Investment Management, LLC | 2,050 | $1.26M | 0.12% | +2,050 | New |
| Asset Dedication, LLC | 2,046 | $1.26M | 0.10% | −127−5.8% | Reduced |
| Mutual Advisors, LLC | 2,011 | $1.26M | 0.04% | −802−28.5% | Reduced |
| Wealth Alliance | 2,043 | $1.25M | 0.15% | +218+11.9% | Added |
| FSA Wealth Management LLC | 2,037 | $1.25M | 0.53% | −16−0.8% | Reduced |
| Crew Capital Management, Ltd. | 2,037 | $1.25M | 1.02% | +10+0.5% | Added |
| Premier Path Wealth Partners, LLC | 2,034 | $1.25M | 0.19% | +112+5.8% | Added |
| Cooper Financial Group | 2,025 | $1.24M | 0.16% | +33+1.7% | Added |
| DB Fitzpatrick & Co, Inc | 2,024 | $1.24M | 1.18% | −247−10.9% | Reduced |
| Byrne Financial Freedom, LLC | 2,022 | $1.24M | 0.71% | +3+0.1% | Added |
| Mirador Capital Partners LP | 2,022 | $1.24M | 0.22% | −22−1.1% | Reduced |
| Arkadios Wealth Advisors | 2,018 | $1.24M | 0.05% | +20+1.0% | Added |
| ICONIQ Capital, LLC | 2,010 | $1.23M | 0.02% | +349+21.0% | Added |
| Brookstone Capital Management | 2,003 | $1.23M | 0.02% | +71+3.7% | Added |
| RFG Advisory, LLC | 2,002 | $1.23M | 0.03% | −822−29.1% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,000 | $1.23M | 0.05% | +200+11.1% | Added |
| Liberty Wealth Management LLC | 1,999 | $1.23M | 0.23% | −19−0.9% | Reduced |
| Capital Investment Advisors, LLC | 1,989 | $1.22M | 0.02% | −173−8.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,984 | $1.22M | 0.00% | +163+9.0% | Added |
| SummitTX Capital, L.P. | 1,981 | $1.22M | 0.05% | +1,981 | New |
| Flagship Harbor Advisors, LLC | 1,981 | $1.22M | 0.06% | −26−1.3% | Reduced |
| Nelson Capital Management, LLC | 1,965 | $1.21M | 0.21% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,960 | $1.20M | 0.04% | −68−3.4% | Reduced |
| Smith, Salley & Associates | 1,954 | $1.20M | 0.08% | −24−1.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,947 | $1.20M | 0.10% | −579−22.9% | Reduced |
| Oarsman Capital, Inc. | 1,944 | $1.19M | 0.21% | +57+3.0% | Added |
| Trueblood Wealth Management, LLC | 1,940 | $1.19M | 0.55% | +210+12.1% | Added |
| CVFG LLC | 1,939 | $1.19M | 1.08% | 00.0% | Unchanged |
| Old Port Advisors | 1,927 | $1.18M | 0.35% | −124−6.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,926 | $1.18M | 0.09% | +188+10.8% | Added |
| Schear Investment Advisers, LLC | 1,917 | $1.18M | 0.68% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,907 | $1.17M | 0.18% | +147+8.4% | Added |
| Barbara Oil Co. | 1,900 | $1.17M | 0.47% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,893 | $1.16M | 0.88% | +122+6.9% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.15M | 0.24% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,880 | $1.15M | 0.11% | +1,880 | New |
| Greykasell Wealth Strategies, Inc. | 1,874 | $1.15M | 0.61% | −32−1.7% | Reduced |
| MJP Associates Inc | 1,873 | $1.15M | 0.21% | +10+0.5% | Added |
| Pictet & Cie (Europe) SA | 1,869 | $1.15M | 0.03% | −123−6.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,830 | $1.14M | 0.12% | +114+6.6% | Added |
| Motiv8 Investments LLC | 1,854 | $1.14M | 0.76% | +76+4.3% | Added |
| Intrust Bank NA | 1,848 | $1.13M | 0.11% | +207+12.6% | Added |
| Sargent Investment Group, LLC | 1,841 | $1.13M | 0.18% | +84+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,834 | $1.13M | 0.17% | +82+4.7% | Added |
| Prospera Financial Services Inc | 1,821 | $1.12M | 0.03% | +723+65.8% | Added |
| Hara Capital LLC | 1,814 | $1.11M | 0.75% | −153−7.8% | Reduced |
| Thrive Wealth Management, LLC | 1,812 | $1.11M | 0.21% | −113−5.9% | Reduced |
| Pettee Investors, Inc. | 1,809 | $1.11M | 0.66% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,809 | $1.11M | 0.01% | +55+3.1% | Added |
| CNB Bank | 1,805 | $1.11M | 0.56% | +59+3.4% | Added |
| Sym Financial Corp | 1,803 | $1.11M | 0.14% | +86+5.0% | Added |
| BCJ Capital Management, LLC | 1,790 | $1.10M | 0.08% | +448+33.4% | Added |
| Riverpark Capital Management LLC | 1,789 | $1.10M | 2.02% | −97−5.1% | Reduced |
| Zhang Financial LLC | 1,781 | $1.09M | 0.06% | +1,456+448.0% | Added |
| We Are One Seven, LLC | 1,760 | $1.08M | 0.04% | −238−11.9% | Reduced |
| Kensington Investment Counsel, LLC | 1,750 | $1.07M | 0.48% | −20−1.1% | Reduced |
| Cove Private Wealth, LLC | 1,740 | $1.07M | 0.56% | −325−15.7% | Reduced |
| Advisors Capital Management, LLC | 1,738 | $1.07M | 0.02% | +109+6.7% | Added |
| Madison Asset Management, LLC | 1,737 | $1.07M | 0.01% | −6,802−79.7% | Reduced |
| Koss-Olinger Consulting, LLC | 1,728 | $1.06M | 0.09% | +1,728 | New |
| Legacy Trust | 1,713 | $1.05M | 0.25% | +36+2.1% | Added |
| Ellevest, Inc. | 1,712 | $1.05M | 0.07% | −143−7.7% | Reduced |
| Lee Danner & Bass Inc | 1,706 | $1.05M | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 1,699 | $1.04M | 0.18% | −62−3.5% | Reduced |
| Red Spruce Capital, LLC | 1,692 | $1.04M | 0.49% | −92−5.2% | Reduced |
| Parthenon LLC | 1,675 | $1.03M | 0.13% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,671 | $1.03M | 0.07% | +325+24.1% | Added |
| Denali Advisors LLC | 1,670 | $1.03M | 0.12% | −6,803−80.3% | Reduced |
| FineMark National Bank & Trust | 1,669 | $1.02M | 0.04% | +160+10.6% | Added |
| Alpha Family Trust | 1,665 | $1.02M | 0.60% | +415+33.2% | Added |
| Evanson Asset Management, LLC | 1,663 | $1.02M | 0.07% | −86−4.9% | Reduced |
| Norden Group LLC | 1,663 | $1.02M | 0.12% | +19+1.2% | Added |
| Moody Lynn & Lieberson, LLC | 1,657 | $1.02M | 0.07% | +3+0.2% | Added |
| AlphaCore Capital LLC | 1,653 | $1.01M | 0.09% | +330+24.9% | Added |
| IHT Wealth Management, LLC | 1,646 | $1.01M | 0.03% | −40−2.4% | Reduced |
| Level Four Advisory Services, LLC | 1,641 | $1.01M | 0.04% | −27−1.6% | Reduced |
| Proficio Capital Partners LLC | 1,641 | $1.01M | 0.08% | −52−3.1% | Reduced |
| Bridgewater Advisors Inc. | 1,616 | $1.01M | 0.09% | +1,616 | New |
| Nicolet Bankshares Inc | 1,639 | $1.01M | 0.20% | −43−2.6% | Reduced |
| Waller Financial Planning Group, Inc | 1,633 | $1.00M | 0.28% | 00.0% | Unchanged |
| Verde Capital Management | 1,631 | $1.00M | 0.28% | +462+39.5% | Added |