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 | 2,270 | $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 |
|---|---|---|---|---|---|
| Sora Investors LLC | 28,573 | $17.5M | 2.13% | +28,573 | New |
| MML Investors Services, LLC | 28,408 | $17.4M | 0.06% | −3,847−11.9% | Reduced |
| Nan Fung Trinity (HK) Ltd | 27,070 | $16.6M | 2.64% | +27,070 | New |
| Trust Co of Vermont | 26,985 | $16.6M | 0.83% | +64+0.2% | Added |
| GWM Advisors LLC | 26,846 | $16.5M | 0.10% | −3,054−10.2% | Reduced |
| Forte Capital LLC | 26,841 | $16.5M | 1.95% | −425−1.6% | Reduced |
| Mercer Global Advisors Inc | 26,258 | $16.1M | 0.04% | −3,358−11.3% | Reduced |
| Candriam Luxembourg S.C.A. | 26,036 | $16.0M | 0.10% | −15,182−36.8% | Reduced |
| Avantax Advisory Services, Inc. | 25,829 | $15.9M | 0.10% | +1,527+6.3% | Added |
| Zevenbergen Capital Investments LLC | 25,801 | $15.8M | 0.39% | −410−1.6% | Reduced |
| Parallel Advisors, LLC | 25,679 | $15.8M | 0.36% | −124−0.5% | Reduced |
| Prana Capital Management, LP | 25,502 | $15.7M | 0.64% | +1,175+4.8% | Added |
| Commerce Bank | 25,479 | $15.6M | 0.10% | +835+3.4% | Added |
| F/M Investments LLC | 25,375 | $15.6M | 0.62% | −69−0.3% | Reduced |
| Westpac Banking Corp | 25,333 | $15.6M | 1.14% | −1,919−7.0% | Reduced |
| Montag & Caldwell, LLC | 25,309 | $15.5M | 3.61% | −1,204−4.5% | Reduced |
| Addenda Capital Inc. | 25,248 | $15.5M | 0.57% | +2,001+8.6% | Added |
| Bryn Mawr Trust Co | 25,115 | $15.4M | 0.29% | −446−1.7% | Reduced |
| Sone Capital Management, LLC | 25,031 | $15.4M | 1.58% | +3,240+14.9% | Added |
| Running Oak Capital LLC | 24,926 | $15.3M | 1.85% | +24,926 | New |
| Nomura Holdings Inc | 24,730 | $15.2M | 0.08% | −9,434−27.6% | Reduced |
| Bamco Inc | 24,568 | $15.1M | 0.04% | +3,761+18.1% | Added |
| Middleton & Co Inc | 24,239 | $14.9M | 1.74% | −753−3.0% | Reduced |
| Copeland Capital Management, LLC | 24,179 | $14.8M | 0.30% | −520−2.1% | Reduced |
| Boston Common Asset Management, LLC | 24,070 | $14.8M | 0.45% | −11,504−32.3% | Reduced |
| Oregon Public Employees Retirement Fund | 24,052 | $14.8M | 0.29% | +20+0.1% | Added |
| Rockefeller Capital Management L.P. | 24,006 | $14.7M | 0.04% | −2,034−7.8% | Reduced |
| Appleton Partners Inc | 23,896 | $14.7M | 1.13% | −384−1.6% | Reduced |
| Impax Asset Management Group plc | 23,860 | $14.6M | 0.09% | +1,468+6.6% | Added |
| Gabelli Funds LLC | 23,692 | $14.5M | 0.11% | −1,700−6.7% | Reduced |
| Norinchukin Bank, The | 23,596 | $14.5M | 0.27% | +7,132+43.3% | Added |
| HFR Wealth Management, LLC | 23,365 | $14.3M | 3.49% | +26+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 23,271 | $14.3M | 0.05% | −4,227−15.4% | Reduced |
| Profund Advisors LLC | 22,973 | $14.1M | 0.61% | −3,398−12.9% | Reduced |
| Generali Asset Management SPA SGR | 22,939 | $14.1M | 0.35% | −8,039−26.0% | Reduced |
| QRG Capital Management, Inc. | 22,757 | $14.0M | 0.14% | −2,072−8.3% | Reduced |
| Earnest Partners LLC | 22,705 | $13.9M | 0.07% | −86−0.4% | Reduced |
| Railway Pension Investments Ltd | 22,700 | $13.9M | 0.20% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,537 | $13.8M | 0.11% | +1,038+4.8% | Added |
| Crossmark Global Holdings, Inc. | 22,524 | $13.8M | 0.24% | +1,118+5.2% | Added |
| Sienna Gestion | 23,132 | $13.8M | 1.14% | −2,312−9.1% | Reduced |
| Sapient Capital LLC | 22,431 | $13.8M | 0.27% | −15,885−41.5% | Reduced |
| Mizuho Securities USA LLC | 22,413 | $13.8M | 0.30% | −4,152−15.6% | Reduced |
| Overbrook Management Corp | 22,134 | $13.6M | 3.19% | −3,037−12.1% | Reduced |
| Illinois Municipal Retirement Fund | 22,131 | $13.6M | 0.20% | +5,806+35.6% | Added |
| Exchange Traded Concepts, LLC | 21,990 | $13.5M | 0.24% | +18,246+487.3% | Added |
| AMF Pensionsforsakring AB | 21,166 | $13.0M | 0.10% | −13,018−38.1% | Reduced |
| Atria Investments LLC | 21,172 | $13.0M | 0.17% | −5,735−21.3% | Reduced |
| Liberty Capital Management, Inc. | 21,060 | $12.9M | 2.88% | +58+0.3% | Added |
| Apollon Wealth Management, LLC | 21,025 | $12.9M | 0.28% | +8,573+68.8% | Added |
| Twin Tree Management, LP | 20,996 | $12.9M | 0.28% | +2,563+13.9% | Added |
| Howe & Rusling Inc | 20,985 | $12.9M | 1.08% | +10,118+93.1% | Added |
| Hantz Financial Services, Inc. | 20,874 | $12.8M | 0.23% | −1,252−5.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 20,711 | $12.7M | 0.13% | −2,240−9.8% | Reduced |
| YHB Investment Advisors, Inc. | 20,512 | $12.6M | 1.05% | +261+1.3% | Added |
| Northstar Asset Management Inc | 20,387 | $12.5M | 3.70% | −229−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,339 | $12.5M | 0.17% | +1,273+6.7% | Added |
| L1 Capital International Pty Ltd | 20,325 | $12.5M | 3.43% | +5,289+35.2% | Added |
| GAM Holding AG | 19,919 | $12.2M | 0.95% | −502−2.5% | Reduced |
| Evexia Wealth LLC | 20,455 | $12.2M | 4.43% | −62−0.3% | Reduced |
| Evelyn Partners Investment Management LLP | 19,695 | $12.1M | 0.40% | +2,582+15.1% | Added |
| Trinity Street Asset Management LLP | 19,643 | $12.1M | 1.22% | +19,643 | New |
| Cary Street Partners Financial LLC | 19,601 | $12.0M | 0.38% | −1,710−8.0% | Reduced |
| Alley Investment Management Company, LLC | 19,413 | $11.9M | 1.50% | +11+0.1% | Added |
| Jasper Ridge Partners, L.P. | 19,148 | $11.8M | 0.38% | 00.0% | Unchanged |
| CWM, LLC | 19,094 | $11.7M | 0.05% | +1,756+10.1% | Added |
| Glenmede Trust Co NA | 19,087 | $11.7M | 0.06% | +3,534+22.7% | Added |
| Jones Financial Companies LLLP | 19,387 | $11.6M | 0.01% | +6,859+54.7% | Added |
| Shell Asset Management Co | 18,838 | $11.6M | 0.55% | −721−3.7% | Reduced |
| Advisors Asset Management, Inc. | 18,741 | $11.5M | 0.22% | +148+0.8% | Added |
| Kentucky Retirement Systems | 18,650 | $11.5M | 0.35% | −560−2.9% | Reduced |
| Harvest Fund Management Co., Ltd | 18,551 | $11.4M | 0.56% | +2,077+12.6% | Added |
| Davenport & Co LLC | 18,421 | $11.3M | 0.07% | +2,641+16.7% | Added |
| Rokos Capital Management LLP | 18,119 | $11.1M | 0.30% | +18,119 | New |
| McKinley Carter Wealth Services, Inc. | 18,108 | $11.1M | 0.68% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 17,885 | $11.0M | 0.22% | −2,331−11.5% | Reduced |
| Metis Global Partners, LLC | 17,851 | $11.0M | 0.31% | +2,297+14.8% | Added |
| Pinnacle Financial Partners Inc | 17,789 | $10.9M | 0.22% | +623+3.6% | Added |
| TownSquare Capital, LLC | 17,781 | $10.9M | 0.12% | +1,160+7.0% | Added |
| Patten & Patten Inc | 17,772 | $10.9M | 0.73% | −456−2.5% | Reduced |
| Barlow Wealth Partners, Inc. | 17,444 | $10.9M | 1.43% | +139+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,725 | $10.9M | 0.32% | +1,200+7.3% | Added |
| Financial Counselors Inc | 17,711 | $10.9M | 0.17% | −174−1.0% | Reduced |
| Flossbach Von Storch AG | 17,493 | $10.7M | 0.05% | −20,107−53.5% | Reduced |
| Sycomore Asset Management | 16,846 | $10.7M | 1.53% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,391 | $10.7M | 0.02% | +187+1.1% | Added |
| Peapack Gladstone Financial Corp | 17,349 | $10.7M | 0.16% | −500−2.8% | Reduced |
| Congress Asset Management Co | 17,250 | $10.6M | 0.08% | −200,704−92.1% | Reduced |
| Azimuth Capital Investment Management LLC | 17,174 | $10.5M | 0.42% | −354−2.0% | Reduced |
| RMB Capital Management, LLC | 17,168 | $10.5M | 0.26% | −13,026−43.1% | Reduced |
| Hartford Investment Management Co | 17,080 | $10.5M | 0.36% | −246−1.4% | Reduced |
| Alberta Investment Management Corp | 16,965 | $10.4M | 0.07% | −150−0.9% | Reduced |
| Allianz SE | 16,892 | $10.4M | 0.28% | −451−2.6% | Reduced |
| Segall Bryant & Hamill, LLC | 16,874 | $10.4M | 0.16% | +16,874 | New |
| GHP Investment Advisors, Inc. | 16,792 | $10.3M | 0.50% | −23−0.1% | Reduced |
| Motco | 16,295 | $10.0M | 1.06% | +522+3.3% | Added |
| Gulf International Bank (UK) Ltd | 16,077 | $9.87M | 0.34% | −5,645−26.0% | Reduced |
| Sanctuary Advisors, LLC | 16,054 | $9.86M | 0.07% | −1,079−6.3% | Reduced |
| Sheets Smith Wealth Management | 15,940 | $9.79M | 1.22% | −70.0% | Reduced |
| American National Bank | 15,900 | $9.76M | 1.08% | +1,030+6.9% | Added |