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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 451 | $277.2K | 0.03% | +8+1.8% | Added |
| DRW Securities, LLC | 459 | $277.1K | 0.02% | −1,352−74.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 451 | $276.9K | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 450 | $276.6K | 0.02% | −287−38.9% | Reduced |
| Matrix Asset Advisors Inc | 450 | $276.3K | 0.03% | −250−35.7% | Reduced |
| Y.D. More Investments Ltd | 450 | $276.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 450 | $276.0K | 0.01% | +8+1.8% | Added |
| Certified Advisory Corp | 448 | $274.8K | 0.03% | −21−4.5% | Reduced |
| Planning Alternatives Ltd | 446 | $274.1K | 0.04% | +446 | New |
| Principal Street Partners, LLC | 446 | $273.9K | 0.05% | −38−7.9% | Reduced |
| Guyasuta Investment Advisors Inc | 446 | $273.8K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 445 | $273.4K | 0.03% | +26+6.2% | Added |
| Live Oak Private Wealth LLC | 445 | $273.2K | 0.04% | 00.0% | Unchanged |
| SP Asset Management LLC | 445 | $273.2K | 0.02% | +1+0.2% | Added |
| Samalin Investment Counsel, LLC | 443 | $272.0K | 0.11% | +1+0.2% | Added |
| McLean Asset Management Corp | 498 | $271.0K | 0.09% | −2−0.4% | Reduced |
| Purkiss Capital Advisors LLC | 441 | $270.8K | 0.20% | 00.0% | Unchanged |
| Seeds Investor LLC | 440 | $270.0K | 0.08% | −101−18.7% | Reduced |
| New Republic Capital, LLC | 438 | $269.1K | 0.12% | −22−4.8% | Reduced |
| Impact Capital Partners LLC | 438 | $268.9K | 0.10% | −244−35.8% | Reduced |
| 180 Wealth Advisors, LLC | 437 | $268.3K | 0.04% | −22−4.8% | Reduced |
| Larson Financial Group LLC | 436 | $267.6K | 0.01% | +228+109.6% | Added |
| Gallacher Capital Management LLC | 432 | $265.4K | 0.13% | +37+9.4% | Added |
| Cottonwood Capital Advisors, LLC | 432 | $265.2K | 0.19% | −54−11.1% | Reduced |
| Archetype Wealth Partners | 431 | $265.0K | 0.04% | +431 | New |
| Tennessee Valley Asset Management Partners | 431 | $264.6K | 0.04% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 430 | $264.3K | 0.37% | +430 | New |
| Baker Boyer National Bank | 430 | $264.0K | 0.10% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 403 | $263.5K | 0.18% | −21−5.0% | Reduced |
| West Coast Financial LLC | 429 | $263.4K | 0.03% | +1+0.2% | Added |
| Concorde Asset Management, LLC | 439 | $261.7K | 0.14% | −102−18.9% | Reduced |
| Acropolis Investment Management, LLC | 426 | $261.6K | 0.02% | +3+0.7% | Added |
| Cidel Asset Management Inc | 426 | $261.6K | 0.02% | +36+9.2% | Added |
| Berkshire Asset Management LLC | 398 | $261.1K | 0.01% | +5+1.3% | Added |
| Jackson Square Capital, LLC | 425 | $260.9K | 0.08% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 424 | $260.3K | 0.07% | −121−22.2% | Reduced |
| Amplius Wealth Advisors, LLC | 424 | $260.3K | 0.03% | +16+3.9% | Added |
| Capital Performance Advisors LLP | 423 | $260.1K | 0.06% | +423 | New |
| Ledyard National Bank | 423 | $259.7K | 0.03% | −52−10.9% | Reduced |
| Capital Advisors Inc | 422 | $259.1K | 0.01% | −89−17.4% | Reduced |
| Scarborough Advisors, LLC | 421 | $258.2K | 0.04% | +1+0.2% | Added |
| Florida Financial Advisors, LLC | 419 | $257.2K | 0.10% | +56+15.4% | Added |
| Emerald Advisors, LLC | 418 | $256.5K | 0.03% | +44+11.8% | Added |
| Seek First Inc. | 417 | $256.3K | 0.23% | +417 | New |
| Putney Financial Group LLC | 417 | $256.0K | 0.27% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 417 | $256.0K | 0.07% | +7+1.7% | Added |
| Fullcircle Wealth LLC | 414 | $255.9K | 0.11% | +414 | New |
| Values Added Financial LLC | 416 | $255.4K | 0.14% | −3−0.7% | Reduced |
| Colonial Trust Co | 416 | $255.3K | 0.04% | −52−11.1% | Reduced |
| Pallas Capital Advisors LLC | 415 | $255.0K | 0.01% | +415 | New |
| Pure Financial Advisors, Inc. | 415 | $254.9K | 0.01% | +90+27.7% | Added |
| Concentrum Wealth Management | 415 | $254.8K | 0.09% | −24−5.5% | Reduced |
| Ameritas Advisory Services, LLC | 406 | $254.7K | 0.01% | −610−60.0% | Reduced |
| Stonebrook Private Inc. | 414 | $254.2K | 0.07% | +21+5.3% | Added |
| Kestra Investment Management, LLC | 414 | $254.2K | 0.01% | −83−16.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 413 | $253.6K | 0.11% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 413 | $253.6K | 0.09% | +3+0.7% | Added |
| Rothschild Investment LLC | 412 | $253.0K | 0.02% | −13−3.1% | Reduced |
| Journey Advisory Group, LLC | 411 | $252.3K | 0.02% | −652−61.3% | Reduced |
| True North Advisors, LLC | 409 | $251.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 408 | $250.5K | 0.04% | −2,765−87.1% | Reduced |
| Associated Banc-Corp | 408 | $250.5K | 0.01% | +9+2.3% | Added |
| One Capital Management, LLC | 406 | $249.3K | 0.01% | +406 | New |
| Pine Harbor Wealth Management, LLC | 404 | $248.3K | 0.10% | +1+0.2% | Added |
| Aspiriant, LLC | 403 | $247.6K | 0.01% | −216−34.9% | Reduced |
| Canopy Partners, LLC | 402 | $246.8K | 0.10% | +11+2.8% | Added |
| Baker Avenue Asset Management, LP | 402 | $246.8K | 0.01% | +15+3.9% | Added |
| Patrick M Sweeney & Associates, Inc | 401 | $246.2K | 0.18% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 400 | $245.6K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 400 | $245.6K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $245.6K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $245.6K | 0.06% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $245.6K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 400 | $245.6K | 0.01% | +15+3.9% | Added |
| Fundamentun, LLC | 398 | $244.9K | 0.01% | +22+5.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 397 | $243.8K | 0.01% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 396 | $243.1K | 0.14% | +2+0.5% | Added |
| Portfolio Design Labs, LLC | 395 | $242.5K | 0.05% | −821−67.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 394 | $241.8K | 0.02% | −10−2.5% | Reduced |
| Gemmer Asset Management LLC | 393 | $241.3K | 0.02% | −87−18.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 392 | $240.7K | 0.03% | +1+0.3% | Added |
| Moody National Bank Trust Division | 392 | $240.7K | 0.03% | +392 | New |
| Grimes & Company, Inc. | 390 | $239.6K | 0.01% | +24+6.6% | Added |
| Texas Yale Capital Corp. | 390 | $239.5K | 0.01% | +390 | New |
| Bingham Private Wealth, LLC | 389 | $238.8K | 0.25% | −567−59.3% | Reduced |
| Red Wave Investments LLC | 389 | $238.8K | 0.09% | −1−0.3% | Reduced |
| Solidarilty Wealth, LLC | 388 | $238.2K | 0.06% | 00.0% | Unchanged |
| Aries Wealth Management | 388 | $238.2K | 0.06% | +388 | New |
| IFG Advisory, LLC | 387 | $237.6K | 0.01% | −13−3.3% | Reduced |
| Abel Hall, LLC | 385 | $236.3K | 0.14% | +385 | New |
| Kempen Capital Management N.V. | 382 | $234.5K | 0.00% | −1,201−75.9% | Reduced |
| Goldstein Advisors, LLC | 382 | $234.2K | 0.03% | +382 | New |
| Guardian Wealth Advisors, LLC | 381 | $233.9K | 0.02% | +12+3.3% | Added |
| Channel Wealth LLC | 380 | $233.3K | 0.07% | +380 | New |
| Hartmann Taylor Wealth Management, LLC | 380 | $233.3K | 0.21% | +380 | New |
| LMCG Investments, LLC | 378 | $232.1K | 0.02% | −29−7.1% | Reduced |
| Seldon Capital LP | 378 | $232.1K | 0.15% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 377 | $231.5K | 0.01% | −145−27.8% | Reduced |
| Global Endowment Management, LP | 377 | $231.5K | 0.03% | −290−43.5% | Reduced |
| Quantum Financial Advisors, LLC | 377 | $231.2K | 0.03% | −15−3.8% | Reduced |