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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 6,691 | $4.11M | 0.22% | −40−0.6% | Reduced |
| Evoke Wealth, LLC | 6,675 | $4.10M | 0.11% | −79−1.2% | Reduced |
| Cohen Investment Advisors LLC | 6,642 | $4.08M | 2.37% | +773+13.2% | Added |
| Howard Capital Management Inc. | 6,614 | $4.06M | 0.10% | −996−13.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,614 | $4.06M | 0.31% | −350−5.0% | Reduced |
| Hudson Bay Capital Management LP | 6,569 | $4.03M | 0.03% | +6,569 | New |
| Boit C F David | 6,550 | $4.02M | 2.02% | +1,750+36.5% | Added |
| Cypress Capital Group | 6,540 | $4.02M | 0.53% | −319−4.7% | Reduced |
| Everence Capital Management Inc | 6,540 | $4.01M | 0.27% | −770−10.5% | Reduced |
| Monograph Wealth Advisors, LLC | 6,514 | $4.00M | 0.54% | −30−0.5% | Reduced |
| Weil Company, Inc. | 6,513 | $4.00M | 1.19% | +615+10.4% | Added |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.99M | 0.45% | +3,000+85.7% | Added |
| LGT Fund Management Co Ltd. | 6,499 | $3.99M | 0.36% | +162+2.6% | Added |
| Tower Research Capital LLC (TRC) | 6,497 | $3.99M | 0.12% | −19,338−74.9% | Reduced |
| Kestra Private Wealth Services, LLC | 6,459 | $3.97M | 0.07% | −950−12.8% | Reduced |
| Quadrant Capital Group LLC | 6,456 | $3.96M | 0.15% | +3,755+139.0% | Added |
| Jennison Associates LLC | 6,444 | $3.96M | 0.00% | +4,044+168.5% | Added |
| L & S Advisors Inc | 6,437 | $3.95M | 0.49% | −2,700−29.6% | Reduced |
| Reuter James Wealth Management, LLC | 6,362 | $3.91M | 0.68% | −117−1.8% | Reduced |
| Alps Advisors Inc | 6,354 | $3.90M | 0.02% | −102−1.6% | Reduced |
| United Services Automobile Association | 6,498 | $3.89M | 0.12% | +6,498 | New |
| Mission Creek Capital Partners, Inc. | 6,309 | $3.87M | 0.94% | −124−1.9% | Reduced |
| Burling Wealth Partners, LLC | 6,230 | $3.83M | 0.81% | +1,547+33.0% | Added |
| Meeder Advisory Services, Inc. | 6,189 | $3.80M | 0.23% | +185+3.1% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.78M | 0.45% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,116 | $3.76M | 0.10% | −2,060−25.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,070 | $3.73M | 0.24% | −792−11.5% | Reduced |
| Hilltop Holdings Inc. | 6,064 | $3.72M | 0.23% | −111−1.8% | Reduced |
| Flputnam Investment Management Co | 6,017 | $3.69M | 0.07% | −7,977−57.0% | Reduced |
| Harbor Capital Advisors, Inc. | 5,982 | $3.67M | 0.17% | +2,629+78.4% | Added |
| Logan Capital Management Inc | 5,979 | $3.67M | 0.17% | −266−4.3% | Reduced |
| Ocean Capital Management, LLC | 5,952 | $3.65M | 0.87% | −197−3.2% | Reduced |
| Roundview Capital LLC | 5,902 | $3.62M | 0.26% | +83+1.4% | Added |
| Americana Partners, LLC | 5,898 | $3.62M | 0.14% | +58+1.0% | Added |
| Allen Capital Group, LLC | 5,846 | $3.59M | 0.41% | +5,846 | New |
| Gamco Investors, Inc. Et Al | 5,829 | $3.58M | 0.04% | +154+2.7% | Added |
| AXS Investments LLC | 5,776 | $3.55M | 0.98% | −192−3.2% | Reduced |
| Mather Group, LLC. | 5,761 | $3.54M | 0.04% | +2,705+88.5% | Added |
| S&CO Inc | 5,750 | $3.53M | 0.24% | +10.0% | Added |
| Roberts Wealth Advisors, LLC | 5,740 | $3.52M | 1.09% | +48+0.8% | Added |
| Signaturefd, LLC | 5,713 | $3.51M | 0.07% | +105+1.9% | Added |
| Graham Capital Management, L.P. | 5,692 | $3.49M | 0.11% | +4,542+395.0% | Added |
| Karani Asset Management LLC | 5,617 | $3.45M | 3.65% | −425−7.0% | Reduced |
| Martin Capital Advisors, LLP | 5,607 | $3.44M | 2.46% | −4−0.1% | Reduced |
| Intact Investment Management Inc. | 5,600 | $3.44M | 0.12% | +5,600 | New |
| Baer Investment Advisory LLC | 4,836 | $3.43M | 5.15% | −7−0.1% | Reduced |
| Farther Finance Advisors, LLC | 5,573 | $3.42M | 0.09% | −77−1.4% | Reduced |
| Merit Financial Group, LLC | 5,562 | $3.41M | 0.05% | +1,563+39.1% | Added |
| Scharf Investments, LLC | 5,507 | $3.38M | 0.10% | −63−1.1% | Reduced |
| Pacific Point Advisors, LLC | 5,504 | $3.38M | 1.90% | +194+3.7% | Added |
| Equitable Trust Co | 5,492 | $3.37M | 0.19% | 00.0% | Unchanged |
| First Bank & Trust | 5,485 | $3.37M | 0.65% | +6+0.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,484 | $3.37M | 0.31% | +184+3.5% | Added |
| City Holding Co | 5,447 | $3.34M | 0.47% | −126−2.3% | Reduced |
| Ofi Invest Asset Management | 5,855 | $3.33M | 0.09% | +554+10.5% | Added |
| Vestcor Inc | 5,410 | $3.32M | 0.11% | +241+4.7% | Added |
| Atria Wealth Solutions, Inc. | 5,402 | $3.32M | 0.04% | −839−13.4% | Reduced |
| NewEdge Wealth, LLC | 5,393 | $3.31M | 0.06% | −5,100−48.6% | Reduced |
| ABN AMRO Bank N.V. | 5,339 | $3.27M | 0.05% | −2,884−35.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,324 | $3.27M | 0.13% | −183−3.3% | Reduced |
| Advent International Corp | 5,318 | $3.27M | 0.10% | +1,675+46.0% | Added |
| Perigon Wealth Management, LLC | 5,242 | $3.22M | 0.08% | +449+9.4% | Added |
| Concurrent Investment Advisors, LLC | 5,237 | $3.22M | 0.08% | +214+4.3% | Added |
| Groupama Asset Managment | 5,337 | $3.20M | 0.06% | −1,220−18.6% | Reduced |
| Central Trust Co | 5,191 | $3.19M | 0.08% | −690−11.7% | Reduced |
| Chilton Investment Co LLC | 5,179 | $3.18M | 0.08% | −539−9.4% | Reduced |
| Oak Harvest Investment Services | 5,178 | $3.18M | 0.44% | −21−0.4% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $3.17M | 1.23% | 00.0% | Unchanged |
| Unique Wealth, LLC | 5,159 | $3.17M | 0.60% | +1,144+28.5% | Added |
| S.A. Mason LLC | 5,158 | $3.17M | 1.67% | −124−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 5,149 | $3.16M | 0.20% | −330−6.0% | Reduced |
| AE Wealth Management LLC | 5,129 | $3.15M | 0.03% | −850−14.2% | Reduced |
| Spire Wealth Management | 5,106 | $3.14M | 0.10% | −227−4.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,106 | $3.13M | 0.12% | −659−11.4% | Reduced |
| Evergreen Capital Management LLC | 5,034 | $3.09M | 0.10% | +720+16.7% | Added |
| Gluskin Sheff & Assoc Inc | 5,025 | $3.09M | 0.40% | −17−0.3% | Reduced |
| CBOE Vest Financial, LLC | 5,008 | $3.07M | 0.05% | +1,975+65.1% | Added |
| Viking Fund Management LLC | 5,000 | $3.07M | 0.44% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 4,999 | $3.07M | 1.59% | +16+0.3% | Added |
| Lighthouse Investment Partners, LLC | 4,991 | $3.06M | 0.14% | +4,991 | New |
| MUFG Securities Americas Inc. | 4,955 | $3.04M | 0.35% | +817+19.7% | Added |
| Scotia Capital Inc. | 4,950 | $3.04M | 0.02% | −13−0.3% | Reduced |
| Brasada Capital Management, LP | 5,564 | $3.03M | 0.60% | +53+1.0% | Added |
| Davidson Capital Management Inc. | 4,920 | $3.02M | 0.82% | −451−8.4% | Reduced |
| Unigestion Holding SA | 4,890 | $3.00M | 0.18% | +2,459+101.2% | Added |
| Compass Wealth Management LLC | 4,870 | $2.99M | 0.76% | −165−3.3% | Reduced |
| Capital Asset Advisory Services LLC | 4,790 | $2.97M | 0.15% | −472−9.0% | Reduced |
| Guardian Capital LP | 4,820 | $2.96M | 0.12% | +350+7.8% | Added |
| Keystone Investors Pte Ltd | 4,812 | $2.95M | 0.42% | +4,812 | New |
| Harrington Investments, INC | 4,794 | $2.94M | 1.67% | +9+0.2% | Added |
| J.W. Cole Advisors, Inc. | 4,783 | $2.94M | 0.09% | +1,201+33.5% | Added |
| Fairbanks Capital Management, Inc. | 4,773 | $2.93M | 1.88% | −150−3.0% | Reduced |
| Illumine Investment Management, LLC | 4,732 | $2.91M | 2.38% | +119+2.6% | Added |
| Miracle Mile Advisors, LLC | 4,721 | $2.90M | 0.06% | +482+11.4% | Added |
| BDF-Gestion | 4,689 | $2.88M | 0.32% | −5,000−51.6% | Reduced |
| Guardian Partners Inc. | 4,820 | $2.87M | 0.30% | +90+1.9% | Added |
| Beacon Pointe Advisors, LLC | 4,639 | $2.85M | 0.03% | −188−3.9% | Reduced |
| Brown Brothers Harriman & Co | 4,614 | $2.83M | 0.02% | −505−9.9% | Reduced |
| GAMMA Investing LLC | 4,602 | $2.83M | 0.21% | +554+13.7% | Added |
| RVW Wealth, LLC | 4,601 | $2.82M | 0.27% | −959−17.2% | Reduced |