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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 707 | $434.5K | 0.33% | +50+7.6% | Added |
| GenTrust, LLC | 708 | $434.5K | 0.02% | +1+0.1% | Added |
| Fort Sheridan Advisors LLC | 707 | $434.1K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 707 | $434.1K | 0.02% | −2−0.3% | Reduced |
| Oliver Luxxe Assets LLC | 705 | $432.9K | 0.08% | −395−35.9% | Reduced |
| Transform Wealth, LLC | 705 | $432.9K | 0.03% | −180−20.3% | Reduced |
| SBI Securities Co., Ltd. | 705 | $432.9K | 0.01% | −2−0.3% | Reduced |
| Union Savings Bank | 705 | $432.9K | 0.21% | 00.0% | Unchanged |
| Cynosure Management, LLC | 703 | $431.6K | 0.06% | +73+11.6% | Added |
| Atticus Wealth Management, LLC | 702 | $431.1K | 0.14% | +140+24.9% | Added |
| Mount Yale Investment Advisors, LLC | 701 | $430.4K | 0.04% | −245−25.9% | Reduced |
| Prestige Wealth Management Group LLC | 700 | $429.8K | 0.09% | +4+0.6% | Added |
| Capital Investment Counsel, Inc | 700 | $429.8K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $429.8K | 0.24% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 699 | $429.2K | 0.32% | −242−25.7% | Reduced |
| Rehmann Capital Advisory Group | 698 | $428.6K | 0.03% | +10+1.5% | Added |
| M3 Advisory Group, LLC | 697 | $427.8K | 0.34% | −179−20.4% | Reduced |
| Traveka Wealth, LLC | 693 | $425.5K | 0.24% | +82+13.4% | Added |
| LVW Advisors, LLC | 692 | $424.9K | 0.05% | +249+56.2% | Added |
| Prairie Wealth Advisors, Inc. | 692 | $424.9K | 0.21% | −25−3.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 690 | $423.7K | 0.24% | −415−37.6% | Reduced |
| Prosperity Consulting Group, LLC | 689 | $423.3K | 0.03% | −782−53.2% | Reduced |
| Veracity Capital LLC | 687 | $422.1K | 0.17% | −85−11.0% | Reduced |
| Parcion Private Wealth LLC | 685 | $420.6K | 0.03% | +65+10.5% | Added |
| Ewa, LLC | 682 | $418.8K | 0.16% | +24+3.6% | Added |
| Woodstock Corp | 682 | $418.7K | 0.04% | −29−4.1% | Reduced |
| Impact Investors, Inc | 678 | $416.5K | 0.32% | −13−1.9% | Reduced |
| KG&L Capital Management,LLC | 678 | $416.3K | 0.13% | −417−38.1% | Reduced |
| Canvas Wealth Advisors, LLC | 713 | $416.1K | 0.11% | +122+20.6% | Added |
| Capital Advisors, Ltd. LLC | 678 | $416.0K | 0.05% | +14+2.1% | Added |
| Sigma Planning Corp | 676 | $415.3K | 0.01% | −174−20.5% | Reduced |
| Integrated Investment Consultants, LLC | 674 | $413.8K | 0.08% | −392−36.8% | Reduced |
| Planned Solutions, Inc. | 672 | $412.6K | 0.17% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 669 | $411.0K | 0.35% | −625−48.3% | Reduced |
| South State Corp. | 667 | $409.3K | 0.02% | +87+15.0% | Added |
| Unique Wealth Strategies, LLC | 666 | $409.0K | 0.19% | −4−0.6% | Reduced |
| Crews Bank & Trust | 665 | $408.3K | 0.07% | 00.0% | Unchanged |
| Saranac Partners Ltd | 665 | $408.3K | 0.23% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 657 | $403.4K | 0.02% | +347+111.9% | Added |
| Verity & Verity, LLC | 654 | $401.5K | 0.04% | +654 | New |
| Ronald Blue Trust, Inc. | 648 | $397.6K | 0.01% | −400−38.2% | Reduced |
| Thomasville National Bank | 646 | $396.6K | 0.03% | −3−0.5% | Reduced |
| Winthrop Advisory Group LLC | 645 | $396.0K | 0.05% | −20−3.0% | Reduced |
| Latko Wealth Management, Ltd. | 641 | $394.0K | 0.26% | −14−2.1% | Reduced |
| Accelerate Investment Advisors LLC | 641 | $393.6K | 0.33% | −4−0.6% | Reduced |
| Brooklyn FI, LLC | 640 | $393.0K | 0.12% | −94−12.8% | Reduced |
| St. Louis Trust Co | 640 | $393.0K | 0.06% | −34−5.0% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $393.0K | 0.32% | 00.0% | Unchanged |
| Heritage Trust Co | 640 | $393.0K | 0.05% | +4+0.6% | Added |
| Newman Dignan & Sheerar, Inc. | 640 | $393.0K | 0.11% | +40+6.7% | Added |
| Perfromance Wealth Partners, LLC | 636 | $390.5K | 0.01% | −30−4.5% | Reduced |
| Ashton Thomas Securities, LLC | 638 | $388.7K | 0.11% | −920−59.1% | Reduced |
| Diversified Enterprises, LLC | 632 | $388.0K | 0.03% | +313+98.1% | Added |
| Pacific Wealth Management | 629 | $386.2K | 0.21% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 628 | $385.8K | 0.21% | −2,831−81.8% | Reduced |
| Caitlin John, LLC | 627 | $385.3K | 0.38% | −228−26.7% | Reduced |
| Accurate Wealth Management, LLC | 653 | $384.1K | 0.07% | −1,324−67.0% | Reduced |
| WP Advisors, LLC | 624 | $382.9K | 0.13% | +1+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 621 | $381.3K | 0.03% | −18−2.8% | Reduced |
| Advisor Resource Council | 680 | $381.1K | 0.03% | +680 | New |
| Cercano Management LLC | 619 | $380.1K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 618 | $379.4K | 0.18% | −136−18.0% | Reduced |
| CVA Family Office, LLC | 615 | $377.6K | 0.06% | +43+7.5% | Added |
| Riverwater Partners LLC | 614 | $377.0K | 0.19% | −80−11.5% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $377.0K | 0.26% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 613 | $376.6K | 0.05% | +91+17.4% | Added |
| Mason Investment Advisory Services, Inc. | 613 | $376.3K | 0.02% | −191−23.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 612 | $375.8K | 0.13% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 610 | $374.5K | 0.07% | −516−45.8% | Reduced |
| David Wealth Management LLC | 609 | $374.2K | 0.31% | 00.0% | Unchanged |
| Simmons Bank | 608 | $373.3K | 0.03% | −242−28.5% | Reduced |
| TCTC Holdings, LLC | 607 | $372.7K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 607 | $372.7K | 0.20% | +146+31.7% | Added |
| Angeles Wealth Management, LLC | 606 | $372.1K | 0.03% | +163+36.8% | Added |
| Bragg Financial Advisors, Inc | 604 | $370.7K | 0.02% | −2−0.3% | Reduced |
| Columbia Asset Management | 602 | $369.6K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $368.4K | 0.13% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $368.4K | 0.29% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $368.0K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 598 | $367.2K | 0.03% | −26−4.2% | Reduced |
| Berkshire Bank | 598 | $367.2K | 0.09% | −4−0.7% | Reduced |
| Gradient Capital Advisors, LLC | 597 | $366.6K | 0.12% | +8+1.4% | Added |
| Beaumont Financial Advisors, LLC | 595 | $365.3K | 0.03% | −172−22.4% | Reduced |
| Fortitude Family Office, LLC | 594 | $364.7K | 0.13% | −18−2.9% | Reduced |
| United Advisor Group, LLC | 594 | $364.7K | 0.07% | +235+65.5% | Added |
| Perennial Investment Advisors, LLC | 593 | $364.2K | 0.04% | −19−3.1% | Reduced |
| Camden National Bank | 593 | $364.1K | 0.05% | −31−5.0% | Reduced |
| Belpointe Asset Management LLC | 590 | $362.3K | 0.02% | +20+3.5% | Added |
| Salem Investment Counselors Inc | 590 | $362.3K | 0.01% | +9+1.5% | Added |
| NovaPoint Capital, LLC | 588 | $361.0K | 0.11% | −117−16.6% | Reduced |
| 3Chopt Investment Partners, LLC | 587 | $360.4K | 0.09% | +587 | New |
| New England Research & Management, Inc. | 586 | $360.0K | 0.18% | +11+1.9% | Added |
| Busey Wealth Management | 583 | $358.0K | 0.01% | +27+4.9% | Added |
| Cable Hill Partners, LLC | 570 | $357.7K | 0.03% | +110+23.9% | Added |
| Wealthcare Advisory Partners LLC | 582 | $357.4K | 0.01% | −79−12.0% | Reduced |
| Proffitt & Goodson Inc | 582 | $357.3K | 0.06% | +11+1.9% | Added |
| LifeWealth Investments, LLC | 582 | $357.3K | 0.08% | +582 | New |
| Cedar Mountain Advisors, LLC | 580 | $356.3K | 0.08% | −1−0.2% | Reduced |
| Aviso Wealth Management | 579 | $355.5K | 0.19% | +217+59.9% | Added |
| Bremer Bank National Association | 577 | $354.3K | 0.06% | +113+24.4% | Added |