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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 1,630 | $1.00M | 0.09% | −51−3.0% | Reduced |
| Heritage Investors Management Corp | 1,628 | $1.00M | 0.03% | +145+9.8% | Added |
| Regatta Capital Group, LLC | 1,619 | $993.8K | 0.19% | +35+2.2% | Added |
| Trust Point Inc. | 1,615 | $991.6K | 0.09% | −685−29.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,607 | $987.0K | 0.01% | +1,326+471.9% | Added |
| Founders Financial Securities LLC | 1,592 | $984.2K | 0.08% | +450+39.4% | Added |
| Ascent Group, LLC | 1,602 | $983.6K | 0.04% | +460+40.3% | Added |
| Barr E S & Co | 1,584 | $972.6K | 0.06% | −225−12.4% | Reduced |
| Perpetual Ltd | 1,572 | $965.2K | 0.01% | −97−5.8% | Reduced |
| Forum Financial Management, LP | 1,565 | $960.9K | 0.02% | +115+7.9% | Added |
| Beverly Hills Private Wealth, LLC | 1,562 | $958.8K | 0.19% | −57−3.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,560 | $958.0K | 0.23% | −7−0.4% | Reduced |
| Weatherly Asset Management L. P. | 1,559 | $957.0K | 0.09% | −10−0.6% | Reduced |
| Quadcap Wealth Management, LLC | 1,558 | $956.6K | 0.14% | +88+6.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,607 | $954.8K | 0.44% | +1,008+168.3% | Added |
| Fiduciary Alliance LLC | 1,555 | $954.8K | 0.09% | +1,014+187.4% | Added |
| Curated Wealth Partners LLC | 1,551 | $952.3K | 0.12% | +417+36.8% | Added |
| Great Lakes Advisors, LLC | 1,547 | $949.8K | 0.01% | −242−13.5% | Reduced |
| Wealth Watch Advisors, INC | 3,019 | $946.9K | 0.77% | +1,414+88.1% | Added |
| Calamos Wealth Management LLC | 1,538 | $944.3K | 0.05% | +115+8.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,531 | $940.0K | 0.43% | −32−2.0% | Reduced |
| Wellington Shields Capital Management, LLC | 1,525 | $936.3K | 0.17% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,523 | $935.4K | 0.09% | +75+5.2% | Added |
| Chris Bulman Inc | 1,523 | $935.1K | 0.59% | +18+1.2% | Added |
| Kingsview Wealth Management, LLC | 1,515 | $930.3K | 0.02% | −40−2.6% | Reduced |
| SRN Advisors, LLC | 1,512 | $928.4K | 1.04% | −35−2.3% | Reduced |
| Money Concepts Capital Corp | 1,510 | $927.2K | 0.07% | +102+7.2% | Added |
| Sage Mountain Advisors LLC | 1,504 | $923.4K | 0.07% | +222+17.3% | Added |
| Insigneo Advisory Services, LLC | 1,503 | $922.9K | 0.10% | −651−30.2% | Reduced |
| Palisade Capital Management LLC | 1,500 | $921.0K | 0.03% | −2,724−64.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,490 | $914.8K | 0.12% | −2−0.1% | Reduced |
| Precedent Wealth Partners, LLC | 1,486 | $912.6K | 0.25% | +523+54.3% | Added |
| Van Strum & Towne Inc. | 1,486 | $912.4K | 0.31% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,481 | $909.3K | 0.09% | −1−0.1% | Reduced |
| NBT Bank N A | 1,474 | $905.0K | 0.07% | −48−3.2% | Reduced |
| Roberts Capital Advisors, LLC | 1,470 | $902.6K | 0.79% | +1,470 | New |
| Smithfield Trust Co | 1,470 | $898.0K | 0.05% | −9−0.6% | Reduced |
| Legacy Capital Group California, Inc. | 1,460 | $896.3K | 0.31% | −9−0.6% | Reduced |
| Whalerock Point Partners, LLC | 1,452 | $891.5K | 0.21% | +10+0.7% | Added |
| Garner Asset Management Corp | 1,443 | $886.1K | 0.39% | −145−9.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,435 | $881.4K | 0.51% | −103−6.7% | Reduced |
| Gen-Wealth Partners Inc | 1,432 | $879.3K | 0.37% | +197+16.0% | Added |
| HBK Sorce Advisory LLC | 1,424 | $874.5K | 0.03% | +5+0.4% | Added |
| Drive Wealth Management, LLC | 1,418 | $871.0K | 0.20% | +658+86.6% | Added |
| ICW Investment Advisors LLC | 1,414 | $867.9K | 0.35% | +119+9.2% | Added |
| Westfield Capital Management Co LP | 1,410 | $865.7K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,398 | $858.6K | 0.07% | +308+28.3% | Added |
| Gratus Wealth Advisors, LLC | 1,397 | $857.7K | 0.14% | −14−1.0% | Reduced |
| Howland Capital Management LLC | 1,396 | $857.1K | 0.04% | +6+0.4% | Added |
| 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 |
| BlueSpruce Investments, LP | 1,391 | $854.1K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,391 | $853.8K | 0.33% | +45+3.3% | Added |
| Texas Capital Bancshares Inc | 1,383 | $849.1K | 0.36% | −31−2.2% | Reduced |
| Essex Financial Services, Inc. | 1,379 | $846.9K | 0.06% | +13+1.0% | Added |
| Sovran Advisors, LLC | 1,444 | $845.3K | 0.11% | +1,044+261.0% | Added |
| Elevated Capital Advisors, LLC | 1,374 | $843.7K | 0.24% | −43−3.0% | Reduced |
| RFG Holdings, Inc. | 1,365 | $839.9K | 0.27% | +146+12.0% | Added |
| PDS Planning, Inc | 1,365 | $838.1K | 0.07% | +130+10.5% | Added |
| Pinnacle West Asset Management, Inc. | 1,365 | $838.0K | 0.61% | +5+0.4% | Added |
| Geneos Wealth Management Inc. | 1,354 | $831.0K | 0.03% | +340+33.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,348 | $827.8K | 0.02% | −1,526−53.1% | Reduced |
| 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 |
| Marcum Wealth, LLC | 1,344 | $825.2K | 0.07% | +53+4.1% | Added |
| Penserra Capital Management LLC | 1,339 | $821.0K | 0.01% | −650−32.7% | Reduced |
| Harbor Group, Inc. | 1,329 | $816.0K | 0.16% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,328 | $815.9K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,328 | $815.4K | 0.35% | +400+43.1% | Added |
| Triglav Skladi, D.O.O. | 1,325 | $813.5K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,319 | $809.8K | 0.06% | −8−0.6% | Reduced |
| AMG National Trust Bank | 1,315 | $807.4K | 0.02% | −151−10.3% | 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 |
| Hoxton Planning & Management, LLC | 1,302 | $799.5K | 0.30% | −4−0.3% | Reduced |
| Alteri Wealth LLC | 1,297 | $796.2K | 0.35% | −8−0.6% | Reduced |
| Park Capital Management, LLC | 1,296 | $795.8K | 0.93% | +17+1.3% | Added |
| Legacy Financial Advisors, Inc. | 1,289 | $791.4K | 0.13% | −3−0.2% | Reduced |
| Congress Park Capital LLC | 1,280 | $785.9K | 0.30% | +588+85.0% | Added |
| Leonteq Securities AG | 1,272 | $782.1K | 0.06% | +513+67.6% | Added |
| PFC Capital Group, Inc. | 1,275 | $782.0K | 0.39% | −65−4.9% | Reduced |
| James Hambro & Partners | 1,270 | $779.6K | 0.03% | −534−29.6% | Reduced |
| Bourgeon Capital Management LLC | 1,268 | $778.5K | 0.17% | +122+10.6% | Added |
| Burke & Herbert Bank & Trust Co | 1,267 | $777.9K | 0.19% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,265 | $776.7K | 0.35% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,252 | $768.9K | 0.19% | +104+9.1% | Added |
| Harbor Investment Advisory, LLC | 1,252 | $768.7K | 0.07% | −5−0.4% | Reduced |
| Maven Securities LTD | 1,250 | $767.5K | 0.17% | +323+34.8% | Added |
| American Trust | 1,243 | $763.2K | 0.19% | −1,668−57.3% | Reduced |
| Ancora Advisors, LLC | 1,239 | $760.8K | 0.02% | −145−10.5% | Reduced |
| Bryce Point Capital, LLC | 1,244 | $753.1K | 0.57% | −182−12.8% | Reduced |
| Cardiff Park Advisors, LLC | 1,223 | $750.9K | 0.07% | −3−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,251 | $749.3K | 0.11% | +35+2.9% | Added |
| National Asset Management, Inc. | 1,220 | $748.8K | 0.02% | +443+57.0% | Added |
| Heritage Wealth Advisors | 1,217 | $747.2K | 0.04% | −47−3.7% | Reduced |
| New Hampshire Trust | 1,215 | $746.0K | 0.17% | −60−4.7% | Reduced |
| Amica Retiree Medical Trust | 1,213 | $745.0K | 1.14% | −289−19.2% | Reduced |
| Crescent Sterling, Ltd. | 1,211 | $743.5K | 0.76% | +638+111.3% | Added |
| North Star Investment Management Corp. | 1,210 | $742.9K | 0.05% | 00.0% | Unchanged |