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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 15,846 | $9.73M | 0.08% | +710+4.7% | Added |
| Headinvest, LLC | 15,845 | $9.73M | 1.89% | +343+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 15,843 | $9.73M | 0.09% | +365+2.4% | Added |
| GWN Securities Inc. | 14,937 | $9.72M | 0.55% | +14,508+3,381.8% | Added |
| Oak Ridge Investments LLC | 15,658 | $9.61M | 0.80% | +912+6.2% | Added |
| JGP Wealth Management, LLC | 15,636 | $9.60M | 1.26% | −7,584−32.7% | Reduced |
| Phoenix Holdings Ltd. | 15,551 | $9.56M | 0.15% | +10,700+220.6% | Added |
| Quadrature Capital Ltd | 15,570 | $9.56M | 0.21% | +15,570 | New |
| Honeycomb Asset Management LP | 15,500 | $9.52M | 4.54% | +3,000+24.0% | Added |
| Buck Wealth Strategies, LLC | 15,356 | $9.43M | 1.71% | +1,320+9.4% | Added |
| XXEC, Inc. | 15,348 | $9.42M | 8.17% | −651−4.1% | Reduced |
| First Long Island Investors, LLC | 15,304 | $9.40M | 0.77% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,669 | $9.35M | 0.10% | −1,367−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,045 | $9.24M | 0.01% | −7,338−32.8% | Reduced |
| 1832 Asset Management L.P. | 15,026 | $9.23M | 0.02% | −23,777−61.3% | Reduced |
| Oppenheimer & Co Inc | 14,889 | $9.14M | 0.14% | +3,986+36.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,879 | $9.14M | 0.03% | +14+0.1% | Added |
| Securian Asset Management, Inc | 14,871 | $9.13M | 0.28% | −220−1.5% | Reduced |
| Raiffeisen Bank International AG | 15,212 | $9.11M | 0.15% | +2,615+20.8% | Added |
| Ithaka Group LLC | 14,670 | $9.01M | 1.84% | −736−4.8% | Reduced |
| MAI Capital Management | 14,611 | $8.97M | 0.07% | −420−2.8% | Reduced |
| Jacobs & Co | 14,432 | $8.86M | 0.94% | +1,084+8.1% | Added |
| Evelyn Partners Asset Management Ltd | 14,379 | $8.83M | 2.46% | −1,382−8.8% | Reduced |
| Tocqueville Asset Management L.P. | 14,273 | $8.76M | 0.14% | −783−5.2% | Reduced |
| Montag A & Associates Inc | 14,203 | $8.72M | 0.44% | +768+5.7% | Added |
| Thrivent Financial for Lutherans | 14,032 | $8.71M | 0.02% | −318−2.2% | Reduced |
| Elk River Wealth Management, LLC | 14,104 | $8.66M | 1.62% | −72−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 14,039 | $8.62M | 0.83% | +14,039 | New |
| Gateway Investment Advisers LLC | 14,026 | $8.61M | 0.10% | +10,439+291.0% | Added |
| Bokf, NA | 13,955 | $8.57M | 0.15% | −3,074−18.1% | Reduced |
| Citizens Financial Group Inc | 13,950 | $8.57M | 0.17% | −162−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 13,828 | $8.49M | 0.16% | −587−4.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,731 | $8.43M | 0.85% | +75+0.5% | Added |
| American Money Management, LLC | 13,521 | $8.30M | 1.57% | −40.0% | Reduced |
| CWA Asset Management Group, LLC | 13,493 | $8.28M | 0.40% | −985−6.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,432 | $8.25M | 0.66% | +327+2.5% | Added |
| Tiaa Trust, National Association | 13,261 | $8.14M | 0.03% | −3,586−21.3% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 13,240 | $8.13M | 0.16% | +6,290+90.5% | Added |
| Douglass Winthrop Advisors, LLC | 13,090 | $8.04M | 0.15% | −1,089−7.7% | Reduced |
| New Mexico Educational Retirement Board | 13,078 | $8.03M | 0.29% | −200−1.5% | Reduced |
| TrimTabs Asset Management, LLC | 13,073 | $8.03M | 1.26% | +352+2.8% | Added |
| E Fund Management Co., Ltd. | 13,013 | $7.99M | 0.38% | +1,532+13.3% | Added |
| Motley Fool Asset Management LLC | 13,004 | $7.98M | 0.45% | −289−2.2% | Reduced |
| Sendero Wealth Management, LLC | 12,988 | $7.97M | 1.11% | +5,253+67.9% | Added |
| Maryland State Retirement & Pension System | 12,769 | $7.84M | 0.19% | −2,017−13.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 10,352 | $7.80M | 0.42% | +10,352 | New |
| Marietta Wealth Management, LLC | 12,559 | $7.71M | 1.13% | +602+5.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,547 | $7.70M | 0.44% | +12,547 | New |
| Bright Rock Capital Management, LLC | 12,500 | $7.67M | 1.62% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 12,500 | $7.67M | 0.33% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,495 | $7.67M | 0.09% | +3,507+39.0% | Added |
| Eagle Capital Management, LLC | 12,470 | $7.66M | 3.39% | −19−0.2% | Reduced |
| HB Wealth Management, LLC | 12,450 | $7.64M | 0.06% | +5,900+90.1% | Added |
| Eventide Asset Management, LLC | 12,431 | $7.59M | 0.15% | +2,912+30.6% | Added |
| BTC Capital Management, Inc. | 12,333 | $7.57M | 0.69% | −716−5.5% | Reduced |
| Huntington National Bank | 12,321 | $7.57M | 0.05% | −5,418−30.5% | Reduced |
| Fulcrum Capital LLC | 12,192 | $7.49M | 1.66% | −752−5.8% | Reduced |
| Park Avenue Securities LLC | 12,187 | $7.48M | 0.09% | −86−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 12,132 | $7.45M | 0.51% | +12,132 | New |
| Carmignac Gestion | 12,136 | $7.43M | 0.12% | −949−7.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 12,091 | $7.42M | 1.22% | −928−7.1% | Reduced |
| First Horizon Advisors, Inc. | 12,063 | $7.41M | 0.21% | −9,865−45.0% | Reduced |
| Amica Mutual Insurance Co | 12,001 | $7.37M | 0.81% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 12,217 | $7.32M | 0.30% | +2,781+29.5% | Added |
| New Age Alpha Advisors, LLC | 11,852 | $7.28M | 0.33% | +2,144+22.1% | Added |
| Ameritas Investment Partners, Inc. | 11,844 | $7.27M | 0.25% | +182+1.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 11,538 | $7.08M | 1.06% | +11,538 | New |
| Kinneret Advisory, LLC | 11,496 | $7.06M | 0.71% | −40−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,435 | $7.02M | 0.40% | +1,900+19.9% | Added |
| Pitcairn Co | 11,414 | $7.01M | 0.42% | −1,809−13.7% | Reduced |
| TD Waterhouse Canada Inc. | 11,412 | $7.00M | 0.06% | −955−7.7% | Reduced |
| Anderson Hoagland & Co | 12,855 | $6.99M | 0.83% | −130−1.0% | Reduced |
| Iyo Bank, Ltd. | 11,353 | $6.97M | 2.24% | +2,050+22.0% | Added |
| 2Xideas AG | 11,334 | $6.96M | 1.06% | −576−4.8% | Reduced |
| Apriem Advisors | 11,258 | $6.91M | 0.81% | −4,520−28.6% | Reduced |
| Omers Administration Corp | 11,247 | $6.91M | 0.06% | −1,226−9.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 11,219 | $6.89M | 1.39% | −86−0.8% | Reduced |
| Central Bank & Trust Co | 11,210 | $6.88M | 1.15% | −2,278−16.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,197 | $6.87M | 0.03% | +965+9.4% | Added |
| Schonfeld Strategic Advisors LLC | 11,065 | $6.79M | 0.05% | +10,139+1,094.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,065 | $6.79M | 0.20% | +2,900+35.5% | Added |
| AdvisorShares Investments LLC | 10,990 | $6.75M | 1.32% | −105−0.9% | Reduced |
| Banque Cantonale Vaudoise | 10,973 | $6.74M | 0.30% | +10,973 | New |
| Callan Family Office, LLC | 10,911 | $6.70M | 0.50% | +7,400+210.8% | Added |
| Lindbrook Capital, LLC | 10,905 | $6.70M | 0.62% | +292+2.8% | Added |
| HM Payson & Co | 10,791 | $6.63M | 0.12% | −70−0.6% | Reduced |
| Advisory Services Network, LLC | 10,784 | $6.62M | 0.13% | −2,500−18.8% | Reduced |
| Stonebridge Capital Management Inc | 10,760 | $6.61M | 2.86% | −625−5.5% | Reduced |
| Maytus Capital Management, LLC | 10,722 | $6.58M | 2.03% | +10,722 | New |
| Landscape Capital Management, L.L.C. | 10,721 | $6.58M | 0.59% | +7,203+204.7% | Added |
| Donaldson Capital Management, LLC | 10,705 | $6.57M | 0.25% | −74−0.7% | Reduced |
| Carderock Capital Management Inc | 10,696 | $6.57M | 1.74% | +301+2.9% | Added |
| Dividend Assets Capital, LLC | 10,595 | $6.51M | 1.23% | +3,262+44.5% | Added |
| Private Advisor Group, LLC | 10,551 | $6.48M | 0.04% | +1,553+17.3% | Added |
| Twin Capital Management Inc | 10,452 | $6.42M | 0.75% | −227−2.1% | Reduced |
| Thematics Asset Management | 10,412 | $6.39M | 0.32% | −498−4.6% | Reduced |
| Kestra Advisory Services, LLC | 10,371 | $6.37M | 0.03% | +194+1.9% | Added |
| Guinness Atkinson Asset Management Inc | 10,358 | $6.36M | 3.54% | −501−4.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.58% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,257 | $6.30M | 0.05% | +470+4.8% | Added |