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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 4,593 | $2.82M | 0.63% | +70+1.5% | Added |
| Biltmore Family Office, LLC | 4,587 | $2.82M | 0.48% | −22−0.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,801 | $2.81M | 1.71% | −8−0.2% | Reduced |
| Sanders Morris Harris LLC | 4,576 | $2.81M | 0.43% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,501 | $2.76M | 0.08% | +517+13.0% | Added |
| Harfst & Associates, Inc. | 4,488 | $2.76M | 0.64% | +13+0.3% | Added |
| Checchi Capital Advisers, LLC | 4,477 | $2.75M | 0.19% | +127+2.9% | Added |
| Ted Buchan & Co | 4,456 | $2.74M | 1.29% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,437 | $2.72M | 0.79% | +4,437 | New |
| Ballentine Partners, LLC | 4,436 | $2.72M | 0.05% | +754+20.5% | Added |
| Welch & Forbes LLC | 4,414 | $2.71M | 0.04% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 4,414 | $2.71M | 1.13% | +15+0.3% | Added |
| Chatham Capital Group, Inc. | 4,400 | $2.70M | 0.45% | +4,052+1,164.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,380 | $2.69M | 0.07% | −3,029−40.9% | Reduced |
| Herold Advisors, Inc. | 4,339 | $2.66M | 0.59% | −313−6.7% | Reduced |
| Ironwood Financial, llc | 4,336 | $2.66M | 0.57% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,333 | $2.66M | 0.11% | +2,284+111.5% | Added |
| Petredis Investment Advisors LLC | 4,315 | $2.65M | 0.28% | +43+1.0% | Added |
| Ossiam | 4,314 | $2.65M | 0.04% | −480−10.0% | Reduced |
| Moore Capital Management, LP | 4,303 | $2.64M | 0.09% | +4,303 | New |
| Cohen Capital Management, Inc. | 4,290 | $2.63M | 0.45% | −50−1.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,284 | $2.63M | 0.90% | +15+0.4% | Added |
| VCI Wealth Management LLC | 4,258 | $2.61M | 1.10% | +4,258 | New |
| STF Management LP | 4,236 | $2.60M | 1.25% | −20.0% | Reduced |
| MV Capital Management, Inc. | 4,229 | $2.60M | 0.28% | −162−3.7% | Reduced |
| PFG Advisors | 4,220 | $2.59M | 0.14% | +1,179+38.8% | Added |
| Dynasty Wealth Management, LLC | 4,215 | $2.59M | 0.04% | −144−3.3% | Reduced |
| Scott & Selber, Inc. | 4,212 | $2.59M | 0.83% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,144 | $2.54M | 0.06% | +117+2.9% | Added |
| Aigen Investment Management, LP | 4,142 | $2.54M | 0.41% | −564−12.0% | Reduced |
| Freedom Day Solutions, LLC | 4,135 | $2.54M | 0.78% | −147−3.4% | Reduced |
| Sabal Trust CO | 4,132 | $2.54M | 0.14% | +821+24.8% | Added |
| Cloverfields Capital Group, LP | 4,125 | $2.53M | 0.84% | −148−3.5% | Reduced |
| Venturi Wealth Management, LLC | 4,104 | $2.52M | 0.13% | +472+13.0% | Added |
| Avestar Capital, LLC | 4,099 | $2.52M | 0.24% | −64−1.5% | Reduced |
| Clearstead Advisors, LLC | 4,097 | $2.52M | 0.04% | +583+16.6% | Added |
| Congress Wealth Management LLC | 4,088 | $2.51M | 0.03% | −26,119−86.5% | Reduced |
| Central Pacific Bank - Trust Division | 4,064 | $2.50M | 0.35% | −45−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,036 | $2.48M | 0.06% | −11,503−74.0% | Reduced |
| Cache Advisors, LLC | 4,017 | $2.47M | 0.95% | +524+15.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.46M | 0.58% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,996 | $2.45M | 0.19% | +421+11.8% | Added |
| Graypoint LLC | 3,989 | $2.45M | 0.15% | −56−1.4% | Reduced |
| Ninety One SA (PTY) Ltd | 3,986 | $2.45M | 0.45% | −76−1.9% | Reduced |
| Princeton Global Asset Management LLC | 3,980 | $2.44M | 0.49% | −26−0.6% | Reduced |
| Dohj, LLC | 3,965 | $2.43M | 0.56% | −28−0.7% | Reduced |
| OV Management LLC | 3,955 | $2.43M | 1.14% | +3,955 | New |
| Wedmont Private Capital | 4,134 | $2.43M | 0.12% | +249+6.4% | Added |
| Kornitzer Capital Management Inc | 3,927 | $2.41M | 0.05% | +37+1.0% | Added |
| Pinkerton Retirement Specialists, LLC | 3,895 | $2.39M | 0.31% | −127−3.2% | Reduced |
| Essex Investment Management Co LLC | 3,883 | $2.38M | 0.50% | −306−7.3% | Reduced |
| Brighton Jones LLC | 3,881 | $2.38M | 0.08% | +329+9.3% | Added |
| Smartleaf Asset Management LLC | 3,972 | $2.38M | 0.23% | +434+12.3% | Added |
| IFP Advisors, Inc | 3,868 | $2.38M | 0.07% | −93−2.3% | Reduced |
| HighVista Strategies LLC | 3,863 | $2.37M | 0.91% | +1,300+50.7% | Added |
| Spears Abacus Advisors LLC | 3,849 | $2.36M | 0.05% | −397−9.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 3,846 | $2.36M | 0.34% | +139+3.7% | Added |
| Lecap Asset Management Ltd | 3,844 | $2.36M | 0.55% | +3,844 | New |
| Inlet Private Wealth, LLC | 3,820 | $2.35M | 0.61% | 00.0% | Unchanged |
| Old National Bancorp | 3,765 | $2.31M | 0.06% | −562−13.0% | Reduced |
| Summit Financial, LLC | 3,735 | $2.29M | 0.06% | +156+4.4% | Added |
| Sofos Investments, Inc. | 3,721 | $2.28M | 0.50% | +3,721 | New |
| Value Partners Investments Inc. | 3,677 | $2.26M | 0.20% | +314+9.3% | Added |
| Mirabella Financial Services LLP | 3,667 | $2.25M | 0.09% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,642 | $2.24M | 0.03% | −6,177−62.9% | Reduced |
| Ostrum Asset Management | 3,631 | $2.23M | 0.12% | −52−1.4% | Reduced |
| Adviser Investments LLC | 3,616 | $2.22M | 0.03% | −179−4.7% | Reduced |
| Fairfield, Bush & Co. | 3,613 | $2.22M | 1.41% | −72−2.0% | Reduced |
| Scratch Capital LLC | 3,600 | $2.21M | 2.28% | +2,400+200.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,600 | $2.21M | 1.20% | +1,500+71.4% | Added |
| Diversify Advisory Services, LLC | 3,544 | $2.21M | 0.14% | +607+20.7% | Added |
| Willow Creek Wealth Management Inc. | 3,587 | $2.20M | 0.21% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,585 | $2.20M | 0.29% | −60−1.6% | Reduced |
| Jefferies Financial Group Inc. | 3,577 | $2.20M | 0.04% | −11,336−76.0% | Reduced |
| Mattson Financial Services, LLC | 3,567 | $2.19M | 0.66% | +768+27.4% | Added |
| Trilogy Capital Inc. | 3,563 | $2.19M | 0.11% | +156+4.6% | Added |
| Gladstone Institutional Advisory LLC | 3,557 | $2.18M | 0.10% | +380+12.0% | Added |
| Sompo Asset Management Co., Ltd. | 3,520 | $2.16M | 0.40% | −660−15.8% | Reduced |
| Darwin Advisors, LLC | 3,421 | $2.15M | 0.72% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,483 | $2.14M | 0.15% | −44−1.2% | Reduced |
| Conway Capital Management, Inc. | 3,475 | $2.13M | 1.07% | −135−3.7% | Reduced |
| HighPoint Advisor Group LLC | 3,421 | $2.13M | 0.12% | +168+5.2% | Added |
| Account Management LLC | 3,465 | $2.13M | 2.34% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,459 | $2.12M | 0.05% | −10.0% | Reduced |
| Circle Wealth Management, LLC | 3,451 | $2.12M | 0.05% | +865+33.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,444 | $2.11M | 0.11% | +228+7.1% | Added |
| Jacobi Capital Management LLC | 3,417 | $2.10M | 0.15% | +12+0.4% | Added |
| NorthRock Partners, LLC | 3,410 | $2.09M | 0.07% | +117+3.6% | Added |
| Caldwell Sutter Capital, Inc. | 3,400 | $2.09M | 0.99% | +3,360+8,400.0% | Added |
| Stock Yards Bank & Trust Co | 3,388 | $2.08M | 0.07% | −38−1.1% | Reduced |
| 111 Capital | 3,380 | $2.08M | 0.40% | +939+38.5% | Added |
| Fullerton Fund Management Co Ltd. | 3,346 | $2.05M | 0.13% | −2−0.1% | Reduced |
| Archford Capital Strategies, LLC | 3,344 | $2.05M | 0.30% | −735−18.0% | Reduced |
| Ellis Investment Partners, LLC | 3,334 | $2.05M | 0.42% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,331 | $2.05M | 0.03% | +2+0.1% | Added |
| Naviter Wealth, LLC | 3,402 | $2.04M | 0.25% | −12−0.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,303 | $2.03M | 0.12% | −15,949−82.8% | Reduced |
| Univest Financial Corp | 3,296 | $2.02M | 0.13% | +407+14.1% | Added |
| Close Asset Management Ltd | 3,288 | $2.02M | 0.06% | +240+7.9% | Added |
| Clean Yield Group | 3,286 | $2.02M | 0.66% | −183−5.3% | Reduced |