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 |
|---|---|---|---|---|---|
| Elyxium Wealth, LLC | 572 | $351.2K | 0.16% | +572 | New |
| Telos Capital Management, Inc. | 570 | $350.0K | 0.04% | −30−5.0% | Reduced |
| Security Financial Services, INC. | 569 | $349.4K | 0.07% | +63+12.5% | Added |
| High Falls Advisors, Inc | 566 | $347.6K | 0.08% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 566 | $347.5K | 0.15% | 00.0% | Unchanged |
| Country Club Bank | 580 | $347.4K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 565 | $346.8K | 0.04% | +56+11.0% | Added |
| LongView Asset Management LLC | 563 | $345.7K | 0.30% | 00.0% | Unchanged |
| New Millennium Group LLC | 562 | $345.1K | 0.23% | −2,113−79.0% | Reduced |
| Wealth Management Associates, Inc. | 562 | $345.1K | 0.15% | −5−0.9% | Reduced |
| Burney Co | 562 | $345.1K | 0.01% | +136+31.9% | Added |
| Soltis Investment Advisors LLC | 559 | $343.3K | 0.03% | +104+22.9% | Added |
| D'Orazio & Associates, Inc. | 556 | $341.4K | 0.05% | +39+7.5% | Added |
| Itau Unibanco Holding S.A. | 554 | $340.0K | 0.01% | +554 | New |
| Asahi Life Asset Management Co., Ltd. | 553 | $339.5K | 0.22% | −540−49.4% | Reduced |
| AGH Wealth Advisors, LLC | 550 | $337.7K | 0.33% | −49−8.2% | Reduced |
| Jacobsen Capital Management | 550 | $337.7K | 0.15% | +35+6.8% | Added |
| Truvestments Capital LLC | 550 | $337.6K | 0.07% | −537−49.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 550 | $337.5K | 0.08% | +2+0.4% | Added |
| Scissortail Wealth Management, LLC | 547 | $335.9K | 0.09% | −250−31.4% | Reduced |
| Libra Wealth LLC | 547 | $335.9K | 0.13% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 546 | $335.2K | 0.26% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 545 | $334.6K | 0.13% | +5+0.9% | Added |
| Vigilare Wealth Management | 544 | $334.0K | 0.13% | −29−5.1% | Reduced |
| Wealth Management Partners, LLC | 542 | $332.8K | 0.15% | −23−4.1% | Reduced |
| Tufton Capital Management | 539 | $330.9K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 538 | $330.3K | 0.08% | −108−16.7% | Reduced |
| Inscription Capital, LLC | 506 | $328.9K | 0.05% | +506 | New |
| Endowment Wealth Management, Inc. | 534 | $327.6K | 0.21% | +11+2.1% | Added |
| NTV Asset Management LLC | 531 | $326.0K | 0.04% | +176+49.6% | Added |
| Foundations Investment Advisors, LLC | 530 | $325.7K | 0.01% | −136−20.4% | Reduced |
| Somerville Kurt F | 530 | $325.4K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 530 | $325.0K | 0.05% | −66−11.1% | Reduced |
| MBB Public Markets I LLC | 526 | $323.0K | 0.04% | +526 | New |
| MFA Wealth Services | 526 | $322.8K | 0.27% | −59−10.1% | Reduced |
| BankPlus Wealth Management LLC | 525 | $322.4K | 0.24% | +525 | New |
| Simplicity Wealth,LLC | 524 | $322.0K | 0.03% | −44−7.7% | Reduced |
| Capital Investment Counsel, LLC | 524 | $321.7K | 0.05% | +44+9.2% | Added |
| Paradigm Financial Partners, LLC | 523 | $321.2K | 0.04% | +87+20.0% | Added |
| Powell Investment Advisors, LLC | 523 | $321.1K | 0.16% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 522 | $320.6K | 0.01% | +4+0.8% | Added |
| Wolff Wiese Magana LLC | 521 | $319.9K | 0.22% | +16+3.2% | Added |
| Sherbrooke Park Advisers LLC | 521 | $319.9K | 0.15% | +83+18.9% | Added |
| Ethos Financial Group, LLC | 508 | $319.3K | 0.03% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 520 | $319.3K | 0.27% | −28−5.1% | Reduced |
| BBR Partners, LLC | 516 | $316.8K | 0.02% | +22+4.5% | Added |
| Rosenberg Matthew Hamilton | 513 | $315.0K | 0.08% | 00.0% | Unchanged |
| Studio Investment Management LLC | 512 | $314.4K | 0.06% | −42−7.6% | Reduced |
| Elgethun Capital Management | 506 | $310.9K | 0.07% | −75−12.9% | Reduced |
| Permanens Capital L.P. | 505 | $310.1K | 0.06% | +505 | New |
| Sunflower Bank, N.A. | 502 | $308.2K | 0.09% | +8+1.6% | Added |
| Lifeworks Advisors, LLC | 501 | $307.4K | 0.05% | +180+56.1% | Added |
| K.J. Harrison & Partners Inc | 500 | $307.0K | 0.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 500 | $307.0K | 0.02% | +500 | New |
| Orrstown Financial Services Inc | 498 | $305.8K | 0.07% | +29+6.2% | Added |
| Sandhill Capital Partners LLC | 497 | $305.2K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 496 | $304.7K | 0.03% | −17−3.3% | Reduced |
| Highline Wealth Partners LLC | 496 | $304.3K | 0.10% | +11+2.3% | Added |
| Grunden Financial Advisory, Inc. | 494 | $303.4K | 0.15% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 494 | $303.3K | 0.32% | −58−10.5% | Reduced |
| Kathmere Capital Management, LLC | 492 | $302.1K | 0.03% | +54+12.3% | Added |
| Alta Wealth Advisors LLC | 491 | $301.6K | 0.14% | +15+3.2% | Added |
| Blue Sky Capital Consultants Group, Inc. | 489 | $300.2K | 0.20% | −41−7.7% | Reduced |
| Clark Financial Services Group Inc | 488 | $299.6K | 0.21% | +488 | New |
| Invenio Wealth Partners LLC | 487 | $299.0K | 0.13% | −18−3.6% | Reduced |
| Venture Visionary Partners LLC | 486 | $298.4K | 0.01% | −117−19.4% | Reduced |
| Resonant Capital Advisors, LLC | 485 | $297.8K | 0.02% | +59+13.8% | Added |
| Glen Eagle Advisors, LLC | 482 | $296.1K | 0.05% | −35−6.8% | Reduced |
| Broadway Wealth Solutions, Inc. | 481 | $295.4K | 0.22% | +21+4.6% | Added |
| Postrock Partners LLC | 481 | $295.3K | 0.15% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 479 | $294.1K | 0.07% | +32+7.2% | Added |
| Capital A Wealth Management, LLC | 479 | $294.1K | 0.31% | +72+17.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 475 | $291.6K | 0.10% | +35+8.0% | Added |
| Shepherd Financial Partners LLC | 474 | $290.8K | 0.03% | +57+13.7% | Added |
| Synergy Financial Group, LTD | 470 | $288.6K | 0.26% | −4−0.8% | Reduced |
| MN Wealth Advisors, LLC | 469 | $288.1K | 0.17% | +469 | New |
| West Family Investments, Inc. | 465 | $285.5K | 0.11% | −57−10.9% | Reduced |
| Opal Wealth Advisors, LLC | 464 | $284.9K | 0.09% | +14+3.1% | Added |
| Prescott Group Capital Management, L.L.C. | 464 | $284.9K | 0.04% | +464 | New |
| George Kaiser Family Foundation | 464 | $284.9K | 0.04% | +464 | New |
| Lafayette Investments, Inc. | 463 | $284.3K | 0.06% | +109+30.8% | Added |
| Tanager Wealth Management LLP | 463 | $284.3K | 0.04% | +33+7.7% | Added |
| United Community Bank | 463 | $284.3K | 0.11% | +108+30.4% | Added |
| Eagle Wealth Strategies LLC | 462 | $283.7K | 0.17% | +6+1.3% | Added |
| Howard Bailey Securities, LLC | 462 | $283.7K | 0.09% | +56+13.8% | Added |
| Center For Asset Management LLC | 461 | $283.0K | 0.17% | +33+7.7% | Added |
| Wynn Capital, LLC | 460 | $282.4K | 0.17% | −10−2.1% | Reduced |
| Figure 8 Investment Strategies LLC | 460 | $282.4K | 0.30% | −350−43.2% | Reduced |
| Eagle Strategies LLC | 459 | $281.9K | 0.05% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 458 | $281.0K | 0.10% | +3+0.7% | Added |
| JB Capital LLC | 456 | $280.3K | 0.02% | −3−0.7% | Reduced |
| Sage Rhino Capital LLC | 456 | $280.0K | 0.06% | +11+2.5% | Added |
| National Philanthropic Trust | 455 | $279.4K | 0.00% | −12−2.6% | Reduced |
| Oxbow Advisors, LLC | 455 | $279.4K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 455 | $279.4K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $278.8K | 0.23% | 00.0% | Unchanged |
| Corundum Group, Inc. | 454 | $278.8K | 0.13% | +24+5.6% | Added |
| Fermata Advisors, LLC | 453 | $278.3K | 0.05% | −112−19.8% | Reduced |
| Benin Management CORP | 453 | $278.1K | 0.08% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 453 | $278.1K | 0.08% | 00.0% | Unchanged |