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 |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 881 | $540.7K | 0.37% | −185−17.4% | Reduced |
| Bull Oak Capital, LLC | 878 | $539.1K | 0.29% | +7+0.8% | Added |
| Voya Financial Advisors, Inc. | 899 | $538.4K | 0.06% | −19−2.1% | Reduced |
| Argus Investors' Counsel, Inc. | 877 | $538.2K | 0.41% | −19−2.1% | Reduced |
| Chicago Trust Co NA | 876 | $537.9K | 0.10% | +14+1.6% | Added |
| Malaga Cove Capital, LLC | 874 | $536.6K | 0.23% | +459+110.6% | Added |
| Family Firm, Inc. | 874 | $536.5K | 0.12% | +2+0.2% | Added |
| JFS Wealth Advisors, LLC | 873 | $535.9K | 0.04% | −18−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 871 | $534.8K | 0.02% | +54+6.6% | Added |
| Pathway Financial Advisors LLC | 869 | $533.6K | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 862 | $529.3K | 0.04% | +7+0.8% | Added |
| Invesco, LLC | 859 | $527.5K | 0.22% | −905−51.3% | Reduced |
| Mayflower Financial Advisors, LLC | 859 | $527.4K | 0.08% | +383+80.5% | Added |
| Cromwell Holdings LLC | 856 | $525.6K | 0.34% | −22−2.5% | Reduced |
| Baldwin Brothers Inc | 855 | $525.0K | 0.04% | +12+1.4% | Added |
| TFB Advisors LLC | 854 | $524.3K | 0.15% | −233−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 851 | $522.8K | 0.03% | +250+41.6% | Added |
| Washington Trust Bank | 847 | $520.0K | 0.05% | +12+1.4% | Added |
| Atlantic Trust, LLC | 846 | $519.7K | 0.12% | +141+20.0% | Added |
| Cornerstone Wealth Group, LLC | 846 | $519.5K | 0.04% | +180+27.0% | Added |
| Severin Investments, LLC | 841 | $516.6K | 0.52% | −2−0.2% | Reduced |
| CoreFirst Bank & Trust | 841 | $516.4K | 0.33% | 00.0% | Unchanged |
| KDT Advisors, LLC | 840 | $515.8K | 0.76% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 836 | $513.5K | 0.03% | +113+15.6% | Added |
| Spinnaker Investment Group, LLC | 832 | $510.8K | 0.12% | +832 | New |
| Michael B. Yongue | 832 | $510.8K | 0.65% | +50+6.4% | Added |
| Breed's Hill Capital LLC | 829 | $508.7K | 0.27% | +1+0.1% | Added |
| International Assets Investment Management, LLC | 828 | $508.4K | 0.04% | +43+5.5% | Added |
| Fortune Financial Advisors, LLC | 826 | $507.2K | 0.44% | +70+9.3% | Added |
| Caldwell Trust Co | 826 | $507.2K | 0.05% | −161−16.3% | Reduced |
| Revolve Wealth Partners, LLC | 826 | $507.2K | 0.07% | +13+1.6% | Added |
| Ramiah Investment Group | 823 | $505.3K | 0.48% | −20−2.4% | Reduced |
| Everpar Advisors LLC | 822 | $504.7K | 0.27% | +72+9.6% | Added |
| Clear Creek Financial Management, LLC | 822 | $504.7K | 0.05% | +37+4.7% | Added |
| Prentice Wealth Management LLC | 820 | $503.5K | 0.15% | +48+6.2% | Added |
| Cyrus J. Lawrence, LLC | 816 | $501.0K | 1.90% | −13,043−94.1% | Reduced |
| Sentry Investment Management LLC | 901 | $501.0K | 0.34% | −269−23.0% | Reduced |
| Alpha Omega Wealth Management LLC | 809 | $496.7K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 809 | $496.7K | 0.04% | +107+15.2% | Added |
| Novem Group | 809 | $496.4K | 0.07% | −153−15.9% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 806 | $494.9K | 0.48% | +806 | New |
| Sunbelt Securities, Inc. | 805 | $494.4K | 0.04% | −270−25.1% | Reduced |
| Tradewinds, LLC. | 803 | $493.1K | 0.14% | −35−4.2% | Reduced |
| Wealth Group Ltd | 803 | $493.0K | 0.14% | +803 | New |
| Kennon-Green & Company, LLC | 800 | $491.2K | 0.40% | +34+4.4% | Added |
| Texas Bank & Trust Co | 798 | $490.0K | 0.21% | −36−4.3% | Reduced |
| Oxford Financial Group Ltd | 796 | $488.5K | 0.03% | +29+3.8% | Added |
| Avenue 1 Advisors, LLC | 794 | $487.5K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 791 | $485.7K | 0.05% | +20+2.6% | Added |
| VestGen Advisors, LLC | 787 | $483.0K | 0.02% | +787 | New |
| Catalytic Wealth RIA, LLC | 784 | $481.4K | 0.09% | +35+4.7% | Added |
| Apexium Financial, LP | 784 | $481.4K | 0.03% | +389+98.5% | Added |
| Integrity Alliance, LLC. | 783 | $480.8K | 0.02% | +402+105.5% | Added |
| Rossby Financial, LCC | 770 | $480.6K | 0.21% | −37−4.6% | Reduced |
| Legacy Bridge, LLC | 782 | $480.1K | 0.27% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 781 | $479.5K | 0.06% | +72+10.2% | Added |
| Conestoga Capital Advisors, LLC | 780 | $478.9K | 0.01% | +15+2.0% | Added |
| Cobblestone Capital Advisors LLC | 771 | $473.4K | 0.03% | +771 | New |
| Ulland Investment Advisors, LLC | 767 | $471.0K | 0.39% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 766 | $470.3K | 0.07% | 00.0% | Unchanged |
| Private Client Services, LLC | 762 | $467.8K | 0.23% | −9−1.2% | Reduced |
| Avantra Family Wealth, Inc. | 761 | $467.2K | 0.45% | −422−35.7% | Reduced |
| Triad Wealth Partners, LLC | 759 | $465.9K | 0.14% | +9+1.2% | Added |
| Camden Capital, LLC | 760 | $465.8K | 0.05% | −102−11.8% | Reduced |
| Chilton Capital Management LLC | 758 | $465.4K | 0.02% | −2,584−77.3% | Reduced |
| KMG Fiduciary Partners, LLC | 757 | $464.8K | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 756 | $464.2K | 0.29% | +48+6.8% | Added |
| 17 Capital Partners, LLC | 754 | $462.9K | 0.30% | +15+2.0% | Added |
| Gill Capital Partners, LLC | 753 | $462.3K | 0.16% | −1−0.1% | Reduced |
| Betterment LLC | 752 | $462.0K | 0.00% | +6+0.8% | Added |
| 4WEALTH Advisors, Inc. | 752 | $461.5K | 0.51% | +178+31.0% | Added |
| Arrow Financial Corp | 750 | $460.5K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 749 | $459.9K | 0.19% | −4−0.5% | Reduced |
| Crewe Advisors LLC | 748 | $459.3K | 0.06% | +131+21.2% | Added |
| Interchange Capital Partners, LLC | 743 | $456.2K | 0.13% | +23+3.2% | Added |
| Catalyst Capital Advisors LLC | 743 | $456.2K | 0.01% | +162+27.9% | Added |
| Magnetar Financial LLC | 740 | $454.4K | 0.01% | −6,610−89.9% | Reduced |
| SFM, LLC | 738 | $452.9K | 0.33% | −16−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 736 | $451.9K | 0.04% | −792−51.8% | Reduced |
| KCM Investment Advisors LLC | 736 | $451.7K | 0.02% | −3−0.4% | Reduced |
| Brucke Financial, Inc. | 718 | $450.5K | 0.39% | +22+3.2% | Added |
| Signature Estate & Investment Advisors LLC | 733 | $450.1K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 733 | $450.1K | 0.46% | −10−1.3% | Reduced |
| Fishman Jay A Ltd | 732 | $449.4K | 0.05% | 00.0% | Unchanged |
| Truepoint, Inc. | 732 | $449.4K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 732 | $449.3K | 0.06% | +260+55.1% | Added |
| Keystone Wealth Services, LLC | 729 | $447.6K | 0.12% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $447.6K | 0.45% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 727 | $446.2K | 0.04% | +27+3.9% | Added |
| Johnson Bixby & Associates, LLC | 725 | $445.1K | 0.07% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 724 | $445.0K | 0.11% | −7−1.0% | Reduced |
| Fiduciary Family Office, LLC | 724 | $444.5K | 0.15% | +724 | New |
| Sivia Capital Partners, LLC | 720 | $442.1K | 0.21% | +47+7.0% | Added |
| SeaCrest Wealth Management, LLC | 720 | $442.1K | 0.05% | −31−4.1% | Reduced |
| Nations Financial Group Inc, | 719 | $441.5K | 0.03% | −289−28.7% | Reduced |
| HBW Advisory Services LLC | 716 | $439.7K | 0.06% | −23−3.1% | Reduced |
| Costello Asset Management, INC | 713 | $437.8K | 0.18% | +713 | New |
| Bahl & Gaynor Inc | 711 | $436.5K | 0.00% | −100−12.3% | Reduced |
| Portside Wealth Group, LLC | 711 | $436.5K | 0.07% | +83+13.2% | Added |
| Ambassador Advisors, LLC | 708 | $434.7K | 0.08% | −79−10.0% | Reduced |