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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 10,251 | $6.29M | 0.76% | +1,077+11.7% | Added |
| Chicago Partners Investment Group LLC | 9,788 | $6.28M | 0.21% | +181+1.9% | Added |
| Knollwood Investment Advisory, LLC | 10,200 | $6.26M | 0.69% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 10,178 | $6.25M | 0.39% | +10,178 | New |
| Prime Capital Investment Advisors, LLC | 10,169 | $6.24M | 0.07% | +285+2.9% | Added |
| Toroso Investments, LLC | 10,040 | $6.16M | 0.05% | −6,749−40.2% | Reduced |
| Bessemer Group Inc | 10,034 | $6.16M | 0.01% | −8,774−46.7% | Reduced |
| 3G Capital Partners LP | 10,000 | $6.14M | 1.76% | +10,000 | New |
| Insight Holdings Group, LLC | 9,900 | $6.08M | 0.47% | +900+10.0% | Added |
| APG Asset Management US Inc. | 9,828 | $6.03M | 0.05% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 9,683 | $6.01M | 2.28% | −63−0.6% | Reduced |
| Bey-Douglas LLC | 9,730 | $5.97M | 5.45% | −59−0.6% | Reduced |
| First Nebraska Trust Co | 9,728 | $5.97M | 0.59% | −40−0.4% | Reduced |
| Change Path, LLC | 9,692 | $5.95M | 0.18% | −474−4.7% | Reduced |
| Uhlmann Price Securities, LLC | 9,672 | $5.94M | 4.37% | +286+3.0% | Added |
| Aureus Asset Management, LLC | 9,650 | $5.93M | 0.42% | +9,650 | New |
| Empirical Finance, LLC | 9,633 | $5.91M | 0.36% | +132+1.4% | Added |
| S-Bank Fund Management Ltd | 9,595 | $5.89M | 1.11% | +9,595 | New |
| Dynamic Advisor Solutions LLC | 9,594 | $5.89M | 0.19% | +375+4.1% | Added |
| Trust Co of Virginia | 9,586 | $5.89M | 0.55% | −561−5.5% | Reduced |
| Independent Advisor Alliance | 9,571 | $5.88M | 0.19% | −625−6.1% | Reduced |
| Whittier Trust Co | 9,533 | $5.85M | 0.08% | −27,669−74.4% | Reduced |
| Engineers Gate Manager LP | 9,529 | $5.85M | 0.10% | +9,529 | New |
| Groupe la Francaise | 9,482 | $5.83M | 0.12% | −4,213−30.8% | Reduced |
| Horizon Investments, LLC | 9,504 | $5.83M | 0.17% | −120−1.2% | Reduced |
| CX Institutional | 9,465 | $5.81M | 0.22% | +7,687+432.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,418 | $5.78M | 0.26% | +957+11.3% | Added |
| Bayesian Capital Management, LP | 9,300 | $5.71M | 0.94% | +9,300 | New |
| Stephens Inc | 9,258 | $5.68M | 0.08% | −2,666−22.4% | Reduced |
| Los Angeles Capital Management LLC | 9,231 | $5.67M | 0.03% | −4,802−34.2% | Reduced |
| Altrafin AG | 9,212 | $5.66M | 2.20% | −602−6.1% | Reduced |
| Eisler Capital Management Ltd. | 9,196 | $5.64M | 0.17% | +4,269+86.6% | Added |
| M. Kulyk & Associates, LLC | 9,154 | $5.62M | 1.29% | −195−2.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,128 | $5.60M | 0.76% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 9,032 | $5.55M | 0.93% | +849+10.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,903 | $5.47M | 0.09% | +40.0% | Added |
| Penobscot Investment Management Company, Inc. | 8,881 | $5.45M | 0.51% | −309−3.4% | Reduced |
| Stratos Wealth Partners, LTD. | 8,880 | $5.45M | 0.08% | −211−2.3% | Reduced |
| Conning Inc. | 8,820 | $5.42M | 0.19% | −724−7.6% | Reduced |
| Wambolt & Associates, LLC | 8,782 | $5.39M | 1.83% | +117+1.4% | Added |
| RSM US Wealth Management LLC | 8,729 | $5.36M | 0.08% | −1,973−18.4% | Reduced |
| Plato Investment Management Ltd | 8,630 | $5.36M | 0.45% | −1,968−18.6% | Reduced |
| Silvercrest Asset Management Group LLC | 8,687 | $5.33M | 0.04% | +608+7.5% | Added |
| First Foundation Advisors | 8,687 | $5.33M | 0.22% | +302+3.6% | Added |
| Stanley-Laman Group, Ltd. | 8,669 | $5.32M | 0.82% | +7,229+502.0% | Added |
| Mission Wealth Management, LP | 8,663 | $5.32M | 0.13% | −3,454−28.5% | Reduced |
| Greenleaf Trust | 8,638 | $5.30M | 0.05% | −585−6.3% | Reduced |
| Sumitomo Life Insurance Co | 8,630 | $5.30M | 0.19% | −89−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,498 | $5.22M | 0.19% | +460+5.7% | Added |
| Clark Capital Management Group, Inc. | 8,486 | $5.21M | 0.04% | +1,364+19.2% | Added |
| CAPROCK Group, Inc. | 8,452 | $5.19M | 0.16% | −182−2.1% | Reduced |
| Letson Investment Management, Inc. | 8,427 | $5.17M | 2.09% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 8,397 | $5.16M | 0.93% | −7,793−48.1% | Reduced |
| V-Square Quantitative Management LLC | 8,379 | $5.14M | 0.75% | +708+9.2% | Added |
| Harbour Capital Advisors, LLC | 8,588 | $5.14M | 1.27% | −93−1.1% | Reduced |
| AIA Group Ltd | 8,310 | $5.10M | 0.13% | +6,965+517.8% | Added |
| Beacon Investment Advisors LLC | 8,251 | $5.07M | 2.39% | +19+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 8,224 | $5.05M | 0.35% | −1,021−11.0% | Reduced |
| First Western Trust Bank | 8,149 | $5.00M | 0.24% | −652−7.4% | Reduced |
| Empowered Funds, LLC | 8,134 | $4.99M | 0.07% | +1,113+15.9% | Added |
| EP Wealth Advisors, LLC | 8,111 | $4.98M | 0.04% | −82−1.0% | Reduced |
| FourThought Financial Partners, LLC | 8,065 | $4.95M | 0.52% | −116−1.4% | Reduced |
| Silphium Asset Management Ltd | 8,009 | $4.92M | 3.96% | 00.0% | Unchanged |
| Allstate Corp | 7,982 | $4.90M | 0.14% | −334−4.0% | Reduced |
| Empower Advisory Group, LLC | 7,956 | $4.88M | 0.02% | +712+9.8% | Added |
| Granite Investment Partners, LLC | 7,955 | $4.88M | 0.25% | +7,955 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,943 | $4.88M | 0.35% | −2,144−21.3% | Reduced |
| Investment Management Corp of Ontario | 7,914 | $4.86M | 0.10% | +7,914 | New |
| FORA Capital, LLC | 7,882 | $4.84M | 0.49% | +7,882 | New |
| Snowden Capital Advisors LLC | 7,862 | $4.83M | 0.15% | −1,440−15.5% | Reduced |
| Redmond Asset Management, LLC | 7,847 | $4.82M | 1.24% | +68+0.9% | Added |
| Campbell Capital Management Inc | 7,831 | $4.81M | 2.80% | −1,900−19.5% | Reduced |
| Papp L Roy & Associates | 7,762 | $4.77M | 0.58% | −40−0.5% | Reduced |
| Liberty One Investment Management, LLC | 7,749 | $4.76M | 0.48% | +584+8.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,730 | $4.75M | 3.10% | −77−1.0% | Reduced |
| Rench Wealth Management, Inc. | 7,681 | $4.72M | 1.63% | −18−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,636 | $4.69M | 0.61% | +274+3.7% | Added |
| Sand Hill Global Advisors, LLC | 7,618 | $4.68M | 0.19% | −47−0.6% | Reduced |
| Fiduciary Trust Co | 7,570 | $4.65M | 0.06% | +32+0.4% | Added |
| Banco Santander, S.A. | 7,516 | $4.61M | 0.05% | +3,372+81.4% | Added |
| Coldstream Capital Management Inc | 7,516 | $4.61M | 0.10% | −537−6.7% | Reduced |
| Intech Investment Management LLC | 7,462 | $4.58M | 0.05% | +2,773+59.1% | Added |
| Axxcess Wealth Management, LLC | 7,462 | $4.58M | 0.13% | −1,264−14.5% | Reduced |
| Principal Securities, Inc. | 7,285 | $4.58M | 0.10% | +50+0.7% | Added |
| Evergreen Private Wealth LLC | 7,455 | $4.58M | 2.14% | +227+3.1% | Added |
| Partners Capital Investment Group, LLP | 7,379 | $4.53M | 0.08% | +7,379 | New |
| Strategic Planning Group, LLC | 7,360 | $4.52M | 0.88% | +875+13.5% | Added |
| Legal Advantage Investments, Inc. | 7,316 | $4.49M | 2.42% | −150−2.0% | Reduced |
| Diversified Trust Co | 7,276 | $4.47M | 0.11% | +364+5.3% | Added |
| Fukoku Mutual Life Insurance Co | 7,228 | $4.44M | 0.33% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 7,140 | $4.38M | 2.17% | +317+4.6% | Added |
| Stonegate Investment Group, LLC | 7,111 | $4.37M | 0.12% | −56−0.8% | Reduced |
| Hohimer Wealth Management, LLC | 7,096 | $4.36M | 0.85% | +7,096 | New |
| Stokes Capital Advisors, LLC | 7,025 | $4.31M | 1.10% | +274+4.1% | Added |
| Diversify Wealth Management, LLC | 6,866 | $4.28M | 0.32% | +937+15.8% | Added |
| China Universal Asset Management Co., Ltd. | 6,905 | $4.24M | 0.39% | +962+16.2% | Added |
| Watchman Group, Inc. | 6,836 | $4.20M | 1.18% | −968−12.4% | Reduced |
| Dnca Finance | 6,800 | $4.18M | 0.35% | −4,300−38.7% | Reduced |
| Legacy Advisors, LLC | 6,776 | $4.16M | 0.44% | +107+1.6% | Added |
| Aubrey Capital Management Ltd | 8,300 | $4.11M | 1.65% | 00.0% | Unchanged |