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
- 2,031
- −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
- 816 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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 48,168 | $29.6M | 0.11% | +593+1.2% | Added |
| Fundsmith Investment Services Ltd. | 47,292 | $29.0M | 0.41% | +47,292 | New |
| Vident Advisory, LLC | 46,940 | $28.8M | 0.42% | +8,510+22.1% | Added |
| United Capital Financial Advisers, LLC | 46,456 | $28.5M | 0.24% | +621+1.4% | Added |
| Sterling Capital Management LLC | 46,434 | $28.5M | 0.44% | +5,806+14.3% | Added |
| Randolph Co Inc | 46,094 | $28.3M | 3.31% | +46,094 | New |
| Dearborn Partners LLC | 45,770 | $28.1M | 1.35% | −9,710−17.5% | Reduced |
| Battery Global Advisors, LLC | 45,350 | $27.8M | 15.53% | 00.0% | Unchanged |
| Utah Retirement Systems | 45,244 | $27.8M | 0.32% | −91−0.2% | Reduced |
| DnB Asset Management AS | 44,814 | $27.5M | 0.13% | −8,276−15.6% | Reduced |
| CIBC World Markets Inc. | 44,395 | $27.3M | 0.06% | −13,689−23.6% | Reduced |
| Oppenheimer Asset Management Inc. | 44,246 | $27.2M | 0.34% | −9,174−17.2% | Reduced |
| USS Investment Management Ltd | 44,056 | $27.0M | 0.21% | −8,780−16.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 43,900 | $27.0M | 0.14% | −1,168−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 43,867 | $26.9M | 1.00% | +200.0% | Added |
| Public Sector Pension Investment Board | 43,428 | $26.7M | 0.12% | −14,991−25.7% | Reduced |
| Wealthfront Advisers LLC | 43,226 | $26.5M | 0.07% | +4,573+11.8% | Added |
| Beacon Investment Advisory Services, Inc. | 43,191 | $26.5M | 1.24% | −122−0.3% | Reduced |
| Osterweis Capital Management Inc | 43,151 | $26.5M | 1.31% | +174+0.4% | Added |
| Davidson Investment Advisors | 42,987 | $26.4M | 1.30% | +1,047+2.5% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $26.3M | 0.24% | 00.0% | Unchanged |
| Hillman Co | 42,293 | $26.0M | 9.82% | +3,299+8.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 41,895 | $25.7M | 0.06% | −2,609−5.9% | Reduced |
| Shelton Capital Management | 41,856 | $25.7M | 0.61% | −1,693−3.9% | Reduced |
| Tran Capital Management, L.P. | 41,448 | $25.4M | 3.42% | −4,195−9.2% | Reduced |
| New York Life Investment Management LLC | 41,388 | $25.4M | 0.26% | −239−0.6% | Reduced |
| Cetera Investment Advisers | 41,289 | $25.4M | 0.05% | −6,551−13.7% | Reduced |
| Zacks Investment Management | 41,187 | $25.3M | 0.24% | −24,979−37.8% | Reduced |
| Regions Financial Corp | 40,972 | $25.2M | 0.19% | −33,845−45.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,852 | $25.1M | 0.20% | +7,742+23.4% | Added |
| Harvest Portfolios Group Inc. | 40,837 | $25.1M | 0.74% | +1,638+4.2% | Added |
| McDaniel Terry & Co | 40,695 | $25.0M | 2.19% | +178+0.4% | Added |
| Commonwealth Equity Services, LLC | 40,629 | $24.9M | 0.04% | −1,889−4.4% | Reduced |
| Pacer Advisors, Inc. | 40,605 | $24.9M | 0.06% | −1,588−3.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 40,301 | $24.7M | 0.45% | +6,251+18.4% | Added |
| Hamilton Capital Partners Inc. | 40,047 | $24.6M | 1.58% | +5,673+16.5% | Added |
| Wendell David Associates Inc | 40,033 | $24.6M | 2.45% | +180+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 39,735 | $24.4M | 0.25% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 39,722 | $24.4M | 0.16% | +14,388+56.8% | Added |
| Federated Hermes, Inc. | 39,673 | $24.4M | 0.05% | −3,667−8.5% | Reduced |
| Umb Bank N A | 39,557 | $24.3M | 0.40% | −4,120−9.4% | Reduced |
| Global X Japan Co., Ltd. | 39,028 | $24.0M | 2.75% | +4,083+11.7% | Added |
| Varma Mutual Pension Insurance Co | 38,958 | $23.9M | 0.21% | −3,100−7.4% | Reduced |
| Elo Mutual Pension Insurance Co | 38,790 | $23.8M | 0.53% | +13,211+51.6% | Added |
| Moran Wealth Management, LLC | 38,423 | $23.6M | 0.79% | −631−1.6% | Reduced |
| Rockland Trust Co | 37,984 | $23.3M | 1.17% | +1,661+4.6% | Added |
| Public Employees Retirement Association of Colorado | 37,815 | $23.2M | 0.10% | −74−0.2% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 37,377 | $22.9M | 6.13% | +2,921+8.5% | Added |
| Dundas Partners LLP | 36,888 | $22.6M | 1.67% | +36,888 | New |
| Andra AP-fonden | 36,744 | $22.6M | 0.37% | −5,856−13.7% | Reduced |
| Mutual of America Capital Management LLC | 36,378 | $22.3M | 0.26% | −1,130−3.0% | Reduced |
| Erste Asset Management GmbH | 36,425 | $21.9M | 0.28% | −21,252−36.8% | Reduced |
| Louisiana State Employees Retirement System | 35,500 | $21.8M | 0.43% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 35,372 | $21.7M | 0.25% | −51−0.1% | Reduced |
| Ci Investments Inc. | 35,219 | $21.6M | 0.09% | −1,229−3.4% | Reduced |
| Prudential PLC | 35,208 | $21.6M | 0.11% | +1,167+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 35,184 | $21.6M | 0.19% | +991+2.9% | Added |
| Rakuten Investment Management, Inc. | 35,797 | $21.4M | 0.10% | +35,797 | New |
| Gradient Investments LLC | 34,886 | $21.4M | 0.43% | +5,705+19.6% | Added |
| ASR Vermogensbeheer N.V. | 34,803 | $21.4M | 0.32% | +34,803 | New |
| Geneva Capital Management LLC | 34,533 | $21.2M | 0.40% | −802−2.3% | Reduced |
| Douglas Lane & Associates, LLC | 34,058 | $20.9M | 0.31% | +9,392+38.1% | Added |
| CIBC World Markets Corp | 33,763 | $20.7M | 0.16% | −80,677−70.5% | Reduced |
| Brinker Capital Investments, LLC | 33,523 | $20.6M | 0.20% | −2,002−5.6% | Reduced |
| Orion Portfolio Solutions, LLC | 33,523 | $20.6M | 0.20% | −2,002−5.6% | Reduced |
| Sit Investment Associates Inc | 33,341 | $20.5M | 0.48% | +8,849+36.1% | Added |
| Janney Montgomery Scott LLC | 33,298 | $20.4M | 0.06% | −5,970−15.2% | Reduced |
| Aptus Capital Advisors, LLC | 33,247 | $20.4M | 0.23% | +2,714+8.9% | Added |
| JustInvest LLC | 33,111 | $20.3M | 0.30% | +3,299+11.1% | Added |
| Walleye Capital LLC | 33,085 | $20.3M | 0.23% | +33,072+254,400.0% | Added |
| La Banque Postale Asset Management SA | 33,061 | $20.3M | 0.31% | −8,534−20.5% | Reduced |
| State of Alaska, Department of Revenue | 32,803 | $20.1M | 0.23% | +841+2.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,535 | $20.0M | 0.04% | +1,859+6.1% | Added |
| Bailard, Inc. | 32,525 | $20.0M | 0.52% | +13,537+71.3% | Added |
| Advisor Group Holdings, Inc. | 32,195 | $19.8M | 0.04% | −11,864−26.9% | Reduced |
| Cim, LLC | 31,983 | $19.6M | 2.92% | −120−0.4% | Reduced |
| Bridges Investment Management Inc | 31,918 | $19.6M | 0.28% | +411+1.3% | Added |
| Talbot Financial, LLC | 31,906 | $19.6M | 2.45% | −1,083−3.3% | Reduced |
| Parkwood LLC | 31,894 | $19.6M | 1.92% | +31,894 | New |
| Trajan Wealth LLC | 31,811 | $19.5M | 1.07% | +3,158+11.0% | Added |
| Segment Wealth Management, LLC | 31,687 | $19.5M | 1.32% | +743+2.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 31,620 | $19.4M | 0.33% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 31,435 | $19.3M | 1.80% | +201+0.6% | Added |
| iA Global Asset Management Inc. | 31,363 | $19.3M | 0.33% | +433+1.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 31,279 | $19.2M | 1.56% | +325+1.0% | Added |
| Point72 Europe (London) LLP | 31,200 | $19.2M | 1.32% | +31,200 | New |
| Lido Advisors, LLC | 30,981 | $19.0M | 0.11% | +1,349+4.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,811 | $18.9M | 0.19% | −28,987−48.5% | Reduced |
| OP Asset Management Ltd | 30,707 | $18.9M | 0.32% | +30,707 | New |
| Abner Herrman & Brock LLC | 30,447 | $18.7M | 2.39% | +582+1.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 30,152 | $18.5M | 0.60% | −1,532−4.8% | Reduced |
| Tredje AP-fonden | 30,043 | $18.4M | 0.17% | −17,600−36.9% | Reduced |
| LTS One Management LP | 30,000 | $18.4M | 5.61% | −1,500−4.8% | Reduced |
| Cresset Asset Management, LLC | 29,817 | $18.3M | 0.09% | −616−2.0% | Reduced |
| Steel Peak Wealth Management LLC | 29,596 | $18.2M | 0.77% | +6,288+27.0% | Added |
| Ethic Inc. | 29,227 | $17.9M | 0.36% | +2,223+8.2% | Added |
| Picton Mahoney Asset Management | 29,030 | $17.8M | 0.61% | +29,030 | New |
| Raub Brock Capital Management LP | 28,769 | $17.7M | 3.94% | −1,494−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 32,461 | $17.7M | 0.04% | −128,956−79.9% | Reduced |
| Trillium Asset Management, LLC | 28,674 | $17.6M | 0.51% | +11,491+66.9% | Added |