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 |
|---|---|---|---|---|---|
| SCS Capital Management LLC | 376 | $231.0K | 0.00% | +376 | New |
| Compass Ion Advisors, LLC | 375 | $230.3K | 0.03% | +5+1.4% | Added |
| DSG Capital Advisors, LLC | 375 | $230.2K | 0.05% | −10−2.6% | Reduced |
| West Bancorporation Inc | 375 | $230.2K | 0.16% | −4−1.1% | Reduced |
| BIP Wealth, LLC | 375 | $230.2K | 0.02% | −1−0.3% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $230.2K | 0.06% | 00.0% | Unchanged |
| Claret Asset Management Corp | 374 | $230.0K | 0.03% | −2−0.5% | Reduced |
| Creekmur Asset Management LLC | 375 | $230.0K | 0.05% | +350+1,400.0% | Added |
| Castle Rock Wealth Management, LLC | 375 | $229.7K | 0.06% | +3+0.8% | Added |
| Schnieders Capital Management LLC | 373 | $229.0K | 0.05% | −300−44.6% | Reduced |
| Grandfield & Dodd, LLC | 373 | $229.0K | 0.01% | −130−25.8% | Reduced |
| CFO4Life Group, LLC | 373 | $229.0K | 0.04% | +28+8.1% | Added |
| Covenant Asset Management, LLC | 371 | $227.8K | 0.06% | −3,826−91.2% | Reduced |
| CoreCap Advisors, LLC | 371 | $227.8K | 0.01% | −140−27.4% | Reduced |
| Pacitti Group Inc. | 370 | $227.4K | 0.11% | −48−11.5% | Reduced |
| Empirical Asset Management, LLC | 370 | $227.2K | 0.08% | +370 | New |
| SGL Investment Advisors, Inc. | 344 | $225.7K | 0.12% | −10−2.8% | Reduced |
| Sandy Cove Advisors, LLC | 367 | $225.4K | 0.09% | +32+9.6% | Added |
| Wolf Group Capital Advisors | 367 | $225.3K | 0.08% | +367 | New |
| Heritage Investment Group, Inc. | 363 | $223.1K | 0.04% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 363 | $222.9K | 0.08% | +9+2.5% | Added |
| Crown Wealth Group, LLC | 362 | $222.3K | 0.12% | −33−8.4% | Reduced |
| Pinnacle Bancorp, Inc. | 362 | $222.3K | 0.07% | 00.0% | Unchanged |
| XML Financial, LLC | 360 | $221.2K | 0.02% | −35−8.9% | Reduced |
| Burton Enright Welch | 360 | $221.0K | 0.04% | −1−0.3% | Reduced |
| Optimize Financial Inc | 355 | $218.0K | 0.08% | +355 | New |
| Renasant Bank | 354 | $217.4K | 0.14% | +5+1.4% | Added |
| Consolidated Capital Management, LLC | 354 | $217.4K | 0.09% | +354 | New |
| Great Diamond Partners, LLC | 354 | $217.4K | 0.06% | −273−43.5% | Reduced |
| RHS Financial, LLC | 353 | $216.7K | 0.12% | −17−4.6% | Reduced |
| Bank of Stockton | 353 | $216.7K | 0.07% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 352 | $216.1K | 0.06% | +2+0.6% | Added |
| Brevan Howard Capital Management LP | 352 | $216.1K | 0.01% | +352 | New |
| Avanza Fonder AB | 348 | $216.1K | 0.01% | −18−4.9% | Reduced |
| Successful Portfolios LLC | 351 | $215.5K | 0.15% | −7−2.0% | Reduced |
| New Century Financial Group, LLC | 350 | $214.7K | 0.25% | −636−64.5% | Reduced |
| Marino, Stram & Associates LLC | 350 | $214.6K | 0.05% | −14−3.8% | Reduced |
| North Forty Two & Co. | 348 | $213.7K | 0.24% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 348 | $213.7K | 0.01% | +11+3.3% | Added |
| Newbridge Financial Services Group, Inc. | 348 | $213.5K | 0.05% | −14−3.9% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $212.4K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 346 | $212.4K | 0.09% | +346 | New |
| Braun-Bostich & Associates Inc. | 341 | $209.4K | 0.15% | −32−8.6% | Reduced |
| Leo Wealth, LLC | 340 | $208.9K | 0.03% | −51−13.0% | Reduced |
| Ausdal Financial Partners, Inc. | 340 | $208.8K | 0.02% | −1−0.3% | Reduced |
| Ignite Planners, LLC | 335 | $208.8K | 0.04% | −117−25.9% | Reduced |
| Echo45 Advisors LLC | 340 | $208.8K | 0.14% | +340 | New |
| Onyx Bridge Wealth Group LLC | 339 | $208.1K | 0.03% | −3−0.9% | Reduced |
| Sunpointe, LLC | 339 | $208.0K | 0.11% | +4+1.2% | Added |
| Royal Fund Management, LLC | 338 | $208.0K | 0.02% | +338 | New |
| Harbour Investments, Inc. | 337 | $207.0K | 0.01% | −9−2.6% | Reduced |
| YANKCOM Partnership | 337 | $206.9K | 0.11% | +51+17.8% | Added |
| Chancellor Financial Group WB LP | 337 | $206.9K | 0.17% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 336 | $206.3K | 0.03% | +1+0.3% | Added |
| Sandy Spring Bank | 336 | $206.3K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 336 | $206.3K | 0.10% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 336 | $206.3K | 0.18% | +336 | New |
| Ssi Investment Management LLC | 335 | $205.7K | 0.02% | −17−4.8% | Reduced |
| Westfuller Advisors, LLC | 333 | $204.6K | 0.14% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 343 | $204.3K | 0.07% | +343 | New |
| Park Place Capital Corp | 332 | $203.8K | 0.06% | +22+7.1% | Added |
| Galvin, Gaustad & Stein, LLC | 332 | $203.8K | 0.02% | 00.0% | Unchanged |
| May Hill Capital, LLC | 331 | $203.2K | 0.08% | −71−17.7% | Reduced |
| Physicians Financial Services, Inc. | 331 | $203.0K | 0.07% | +331 | New |
| PUREfi Wealth, LLC | 329 | $202.1K | 0.20% | +329 | New |
| Morey & Quinn Wealth Partners, LLC | 329 | $202.0K | 0.17% | +329 | New |
| Naples Global Advisors, LLC | 327 | $201.0K | 0.02% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 327 | $200.7K | 0.11% | +327 | New |
| Osprey Private Wealth LLC | 325 | $199.5K | 0.12% | 00.0% | Unchanged |
| WPG Advisers, LLC | 322 | $197.7K | 0.18% | −92−22.2% | Reduced |
| Nova Wealth Management, Inc. | 320 | $196.5K | 0.17% | −61−16.0% | Reduced |
| Hemington Wealth Management | 315 | $193.0K | 0.03% | +15+5.0% | Added |
| Riverview Trust Co | 313 | $192.2K | 0.19% | −7−2.2% | Reduced |
| UMA Financial Services, Inc. | 304 | $186.7K | 0.03% | −19−5.9% | Reduced |
| Berbice Capital Management LLC | 300 | $184.2K | 0.16% | −338−53.0% | Reduced |
| Catherine Avery Investment Management LLC | 300 | $184.2K | 0.17% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $184.0K | 0.00% | +300 | New |
| Capula Management Ltd | 296 | $181.7K | 0.00% | +5+1.7% | Added |
| DT Investment Partners, LLC | 295 | $181.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 289 | $177.5K | 0.01% | +13+4.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 285 | $175.3K | 0.07% | +49+20.8% | Added |
| Center for Financial Planning, Inc. | 283 | $173.8K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 282 | $173.1K | 0.04% | −66−19.0% | Reduced |
| Versant Capital Management, Inc | 282 | $173.1K | 0.03% | −13−4.4% | Reduced |
| Global Financial Private Client, LLC | 275 | $168.8K | 0.06% | +103+59.9% | Added |
| Murphy & Mullick Capital Management Corp | 269 | $165.2K | 0.16% | −3−1.1% | Reduced |
| Covestor Ltd | 262 | $161.0K | 0.11% | −43−14.1% | Reduced |
| Wellington Shields & Co., LLC | 256 | $157.2K | 0.05% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 257 | $157.0K | 0.07% | +257 | New |
| Western Pacific Wealth Management, LP | 255 | $156.6K | 0.14% | +8+3.2% | Added |
| Rise Advisors, LLC | 244 | $149.5K | 0.07% | +25+11.4% | Added |
| ORG Partners LLC | 235 | $144.2K | 0.04% | +11+4.9% | Added |
| S&T Bank | 231 | $141.8K | 0.05% | +3+1.3% | Added |
| Farmers & Merchants Investments Inc | 231 | $141.8K | 0.00% | +43+22.9% | Added |
| Delta Asset Management LLC | 228 | $140.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $138.8K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 215 | $131.7K | 0.03% | +200+1,333.3% | Added |
| St Germain D J Co Inc | 207 | $127.1K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 206 | $126.5K | 0.12% | +206 | New |
| Hillsdale Investment Management Inc. | 202 | $124.0K | 0.01% | −60−22.9% | Reduced |