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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 1,208 | $741.7K | 0.08% | +29+2.5% | Added |
| HCR Wealth Advisors | 1,205 | $739.9K | 0.10% | −103−7.9% | Reduced |
| Spinnaker Trust | 1,204 | $739.2K | 0.05% | −7−0.6% | Reduced |
| Leavell Investment Management, Inc. | 1,200 | $736.8K | 0.04% | −50−4.0% | Reduced |
| Journey Strategic Wealth LLC | 1,199 | $736.0K | 0.03% | −1−0.1% | Reduced |
| Keeler Thomas Management LLC | 1,197 | $734.7K | 0.36% | −1,128−48.5% | Reduced |
| Northern Financial Advisors Inc | 1,194 | $733.2K | 0.61% | −3−0.3% | Reduced |
| Meridian Wealth Management, LLC | 1,189 | $730.1K | 0.04% | −24−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,186 | $728.1K | 0.02% | +192+19.3% | Added |
| SS&H Financial Advisors, Inc. | 1,183 | $726.0K | 0.27% | −92−7.2% | Reduced |
| Formidable Asset Management, LLC | 1,181 | $725.1K | 0.12% | +1,181 | New |
| Strategic Blueprint, LLC | 1,181 | $725.0K | 0.04% | −28−2.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $724.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,179 | $724.0K | 0.04% | −1,062−47.4% | Reduced |
| Avantax Planning Partners, Inc. | 1,178 | $723.2K | 0.03% | +166+16.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,150 | $722.5K | 0.23% | +42+3.8% | Added |
| Verity Asset Management, Inc. | 1,176 | $722.1K | 0.29% | +624+113.0% | Added |
| Van Hulzen Asset Management, LLC | 1,172 | $719.7K | 0.07% | +5+0.4% | Added |
| Garden State Investment Advisory Services LLC | 1,168 | $718.4K | 0.23% | −87−6.9% | Reduced |
| L2 Asset Management, LLC | 1,170 | $718.4K | 0.15% | +113+10.7% | Added |
| Childress Capital Advisors, LLC | 1,163 | $713.9K | 0.21% | +12+1.0% | Added |
| Mattern Capital Management, LLC | 1,159 | $711.6K | 0.09% | +206+21.6% | Added |
| Magnus Financial Group LLC | 1,158 | $711.2K | 0.07% | +1+0.1% | Added |
| Breakwater Capital Group | 1,156 | $709.9K | 0.13% | +27+2.4% | Added |
| Connecticut Wealth Management, LLC | 1,154 | $708.5K | 0.04% | −41−3.4% | Reduced |
| Parkside Financial Bank & Trust | 1,153 | $707.9K | 0.09% | +19+1.7% | Added |
| Plimoth Trust Co LLC | 1,143 | $701.8K | 0.18% | −27−2.3% | Reduced |
| Independent Financial Group, LLC | 1,142 | $701.2K | 0.02% | +419+58.0% | Added |
| Eastern Bank | 1,139 | $699.3K | 0.01% | −331−22.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,125 | $691.0K | 0.03% | +561+99.5% | Added |
| Lord, Abbett & Co. LLC | 1,122 | $689.0K | 0.00% | −467−29.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,121 | $688.0K | 0.04% | +7+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 1,172 | $685.5K | 0.02% | +582+98.6% | Added |
| Paladin Wealth, LLC | 1,115 | $684.6K | 0.61% | +118+11.8% | Added |
| Weaver Capital Management LLC | 1,113 | $683.4K | 0.18% | −168−13.1% | Reduced |
| Rockline Wealth Management, LLC | 1,103 | $677.2K | 0.19% | +121+12.3% | Added |
| Vance Wealth, Inc. | 1,100 | $675.4K | 0.25% | +7+0.6% | Added |
| Catalyst Financial Partners LLC | 1,095 | $672.3K | 0.12% | +51+4.9% | Added |
| PAX Financial Group, LLC | 1,087 | $667.4K | 0.12% | −333−23.5% | Reduced |
| 1st Source Bank | 1,084 | $665.6K | 0.04% | +1+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,077 | $661.5K | 0.16% | −136−11.2% | Reduced |
| TCG Advisory Services, LLC | 1,074 | $659.5K | 0.03% | +729+211.3% | Added |
| WSFS Capital Management, LLC | 1,065 | $653.9K | 0.04% | −264−19.9% | Reduced |
| MONECO Advisors, LLC | 1,059 | $650.0K | 0.07% | −172−14.0% | Reduced |
| Aaron Wealth Advisors | 1,056 | $648.4K | 0.07% | +123+13.2% | Added |
| First National Trust Co | 1,038 | $637.3K | 0.03% | −23−2.2% | Reduced |
| Wharton Business Group, LLC | 1,035 | $635.0K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,026 | $630.0K | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,023 | $627.9K | 0.05% | −226−18.1% | Reduced |
| Integrated Advisors Network LLC | 1,017 | $624.6K | 0.03% | −424−29.4% | Reduced |
| KFG Wealth Management, LLC | 1,014 | $622.3K | 0.11% | +114+12.7% | Added |
| PFG Investments, LLC | 1,009 | $619.6K | 0.04% | −235−18.9% | Reduced |
| First Affirmative Financial Network | 1,002 | $614.9K | 0.38% | −127−11.2% | 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 |
| Summit Global Investments | 994 | $610.0K | 0.04% | −1,779−64.2% | Reduced |
| Perkins Coie Trust Co | 993 | $609.7K | 0.14% | +1+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 983 | $603.6K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 981 | $602.0K | 0.05% | +47+5.0% | Added |
| Evercore Wealth Management, LLC | 979 | $601.1K | 0.01% | −22−2.2% | Reduced |
| Grove Bank & Trust | 976 | $599.3K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 976 | $599.3K | 0.27% | +20+2.1% | Added |
| Waterloo Capital, L.P. | 976 | $599.1K | 0.06% | +134+15.9% | Added |
| Tolleson Wealth Management, Inc. | 969 | $595.0K | 0.11% | −6−0.6% | Reduced |
| Financial Advisors Network, Inc. | 964 | $591.9K | 0.10% | +482+100.0% | Added |
| Tidemark, LLC | 961 | $590.0K | 0.22% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 960 | $587.7K | 0.34% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 954 | $585.7K | 0.27% | +954 | New |
| Horizon Family Wealth, Inc. | 954 | $585.4K | 0.39% | −3−0.3% | Reduced |
| Wallace Advisory Group, LLC | 931 | $585.1K | 0.40% | −4−0.4% | Reduced |
| Hills Bank & Trust Co | 948 | $582.1K | 0.04% | +126+15.3% | Added |
| Catalyst Private Wealth, LLC | 947 | $581.4K | 0.28% | −11−1.1% | Reduced |
| Traynor Capital Management, Inc. | 946 | $580.9K | 0.05% | +22+2.4% | Added |
| DGS Capital Management, LLC | 946 | $580.5K | 0.15% | −92−8.9% | Reduced |
| Wrapmanager Inc | 943 | $579.0K | 0.15% | +943 | New |
| OneAscent Financial Services LLC | 942 | $578.0K | 0.04% | +469+99.2% | Added |
| Csenge Advisory Group | 987 | $577.9K | 0.03% | +39+4.1% | Added |
| MWA Asset Management | 938 | $575.9K | 0.40% | −12−1.3% | Reduced |
| Founders Financial Alliance, LLC | 937 | $574.9K | 0.14% | +247+35.8% | Added |
| Chapin Davis, Inc. | 926 | $568.6K | 0.19% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 925 | $567.9K | 0.10% | −3−0.3% | Reduced |
| Wealthstar Advisors, LLC | 925 | $567.9K | 0.26% | 00.0% | Unchanged |
| Seven Mile Advisory | 919 | $564.3K | 0.38% | −54−5.5% | Reduced |
| Private Trust Co NA | 919 | $564.1K | 0.06% | −23−2.4% | Reduced |
| Ariadne Wealth Management, LP | 855 | $559.1K | 0.29% | +9+1.1% | Added |
| Godsey & Gibb Associates | 905 | $555.7K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $555.0K | 0.20% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 904 | $555.0K | 0.08% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 903 | $554.4K | 0.17% | +8+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 902 | $554.2K | 0.02% | −238−20.9% | Reduced |
| Apeiron RIA LLC | 900 | $552.9K | 0.17% | +46+5.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $552.6K | 0.17% | 00.0% | Unchanged |
| Plancorp, LLC | 899 | $552.0K | 0.02% | +10+1.1% | Added |
| Natural Investments, LLC | 894 | $548.0K | 0.16% | −25−2.7% | Reduced |
| Modern Wealth Management, LLC | 892 | $547.8K | 0.02% | +456+104.6% | Added |
| Caisse des Depots Et Consignations | 891 | $547.1K | 0.03% | 00.0% | Unchanged |
| David Loasby | 945 | $545.7K | 0.05% | +72+8.2% | Added |
| Great Lakes Retirement, Inc. | 889 | $545.6K | 0.07% | −88−9.0% | Reduced |
| Versor Investments LP | 888 | $545.2K | 0.09% | +888 | New |
| Southeast Asset Advisors Inc. | 887 | $544.6K | 0.07% | −150−14.5% | Reduced |