Skip to content
Disclosery

INTU INTUIT

Follow

COM (common), issuer CIK 896878

2,169 managers (2,214 13F filers) reported a position in INTU shares at 2025-06-30, 238,919,980 shares in all. 284 filers opened a position and 99 filers sold out during the quarter.

Managers
2,169
13F filers
2,214
New
284
Added
891
Reduced
714
Sold out
99
Shares held by filers
238,919,980

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Chancellor Financial Group WB LP337$265K0.21%013F-HRTimeline
Wealth Group, Ltd.336$265K0.26%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp336$265K0.01%new13F-HRTimelineGroup
EntryPoint Capital, LLC336$265K0.13%-61813F-HRTimeline
WPG Advisers, LLC335$264K0.22%+1313F-HRTimeline
Farmers National Bank333$262K0.07%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC332$262K0.02%013F-HRTimeline
First Citizens Financial Corp332$261K0.14%new13F-HRTimeline
Echo45 Advisors LLC332$261K0.16%-813F-HRTimeline
Blue Chip Partners, LLC332$261K0.02%new13F-HRTimeline
Sound Income Strategies, LLC331$261K0.01%-1713F-HRTimeline
YANKCOM Partnership329$259K0.13%-813F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC329$259K0.09%-2513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…329$259K0.06%new13F-HRTimeline
Sunpointe, LLC326$257K0.1%-1313F-HRTimeline
CFS Investment Advisory Services, LLC324$255K0.02%new13F-HRTimeline
Osprey Private Wealth LLC325$254K0.14%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC322$254K0.09%new13F-HRTimeline
Ignite Planners, LLC336$253K0.04%+113F-HR/ATimeline
Jaffetilchin Investment Partners, LLC321$252K0.02%-7313F-HRTimeline
Journey Advisory Group, LLC320$252K0.02%-9113F-HRTimeline
Parkwoods Wealth Partners, LLC320$252K0.15%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC319$251K0.05%new13F-HRTimeline
Westmount Partners, LLC317$250K0.07%new13F-HRTimeline
Baron Wealth Management LLC316$249K0.09%new13F-HRTimeline
Trilogy Capital Inc.316$249K0.01%-3,24713F-HRTimeline
Aletheian Wealth Advisors LLC316$249K0.12%new13F-HRTimeline
Fermata Advisors, LLC316$249K0.07%-13713F-HRTimeline
Aspen Grove Capital, LLC315$248K0.04%new13F-HRTimeline
New Century Financial Group, LLC315$248K0.29%-3513F-HRTimeline
Arvest Bank Trust Division314$247K0.01%new13F-HRTimeline
Retirement Solution LLC314$247K0.06%new13F-HR/ATimeline
NWAM LLC313$246K0.01%new13F-HR/ATimeline
Covestor Ltd312$246K0.15%+5013F-HRTimeline
Wealthstream Advisors, Inc.312$246K0.04%new13F-HRTimeline
FORONJY FINANCIAL LLC311$245K0.11%13F-HRTimeline
Fielder Capital Group LLC311$245K0.07%new13F-HRTimeline
Hemington Wealth Management311$245K0.04%-413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC310$244K0.02%new13F-HRTimeline
Keudell/Morrison Wealth Management310$244K0.05%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC310$244K0.04%new13F-HRTimeline
DLD Asset Management, LP309$243K0.03%new13F-HR/ATimeline
ARS Wealth Advisors Group, LLC308$243K0.03%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC308$243K0.08%new13F-HRTimeline
Intelligence Driven Advisers, LLC307$242K0.04%new13F-HRTimeline
Bell Bank306$241K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.306$241K0.04%+213F-HRTimeline
Pine Haven Investment Counsel, Inc305$240K0.19%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC309$240K0.09%new13F-HRTimeline
BayBridge Capital Group, LLC304$239K0.15%new13F-HRTimeline
Autumn Glory Partners, LLC304$239K0.11%new13F-HRTimeline
Convergence Investment Partners, LLC301$237K0.06%new13F-HRTimeline
Silver Lake Advisory, LLC300$236K0.1%new13F-HRTimeline
Catherine Avery Investment Management L…300$236K0.18%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.300$236K<0.01%013F-HRTimelineGroup
Balboa Wealth Partners297$234K0.05%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL297$234K0.01%new13F-HRTimeline
Palumbo Wealth Management LLC297$234K0.07%new13F-HRTimeline
Hamilton Capital, LLC296$233K0.01%new13F-HRTimeline
DT Investment Partners, LLC295$232K0.02%013F-HRTimeline
Ironvine Capital Partners, LLC293$231K0.02%new13F-HRTimeline
CSM Advisors, LLC290$230K0.01%new13F-HRTimeline
Independent Wealth Network Inc.292$230K0.08%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC290$229K0.02%new13F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC290$228K0.04%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC290$228K0.02%new13F-HRTimeline
Burton Enright Welch290$228K0.04%-7013F-HRTimeline
Berkeley, Inc289$228K0.08%new13F-HRTimeline
My Legacy Advisors, LLC304$227K0.08%new13F-HRTimeline
Latitude Advisors, LLC288$227K0.11%new13F-HRTimeline
BURNS J W & CO INC/NY287$226K0.03%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC287$226K0.05%new13F-HRTimeline
Nordwand Advisors, LLC286$226K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc286$225K0.01%-313F-HRTimeline
BOWEN HANES & CO INC286$225K0.01%new13F-HRTimeline
LeClair Wealth Partners LLC286$225K0.15%new13F-HRTimeline
Longboard Asset Management, LP285$224K0.56%new13F-HRTimeline
Center for Financial Planning, Inc.283$223K0.03%013F-HRTimeline
Bolthouse Investments, LLC283$223K0.22%new13F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/282$222K0.04%new13F-HRTimeline
Continuum Advisory, LLC282$222K0.03%+9113F-HRTimeline
Cornerstone Wealth Management, LLC282$222K0.01%new13F-HRTimeline
Ifrah Financial Services, Inc.281$221K0.06%new13F-HRTimeline
Ethos Financial Group, LLC280$221K0.02%-22813F-HRTimeline
Maia Wealth LLC278$219K0.04%new13F-HRTimeline
Omnia Family Wealth, LLC278$219K0.08%new13F-HRTimeline
RHS Financial, LLC278$219K0.12%-7513F-HRTimeline
Global Financial Private Client, LLC278$219K0.08%+313F-HRTimeline
ROMAN BUTLER FULLERTON & CO277$218K0.06%new13F-HRTimeline
Centurion Wealth Management LLC276$218K0.06%new13F-HRTimeline
DELTEC ASSET MANAGEMENT LLC276$217K0.04%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.276$217K0.06%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC276$217K0.03%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC277$216K0.02%new13F-HRTimeline
Financial Council, LLC274$216K0.1%new13F-HRTimeline
UNITED BANK273$215K0.03%new13F-HRTimeline
BARINGS LLCin group BARINGS LLC272$214K0.01%new13F-HRTimelineGroup
Ascent Capital Management, LLC271$213K0.19%new13F-HRTimeline
Aviance Capital Partners, LLC271$213K0.03%new13F-HRTimeline
Cornerstone Advisory, LLC270$213K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.268$211K0.02%+17113F-HRTimeline
Murphy & Mullick Capital Management Corp269$211K0.17%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.267$210K0.11%new13F-HRTimeline
LeConte Wealth Management, LLC267$210K0.14%new13F-HRTimeline
KEATING INVESTMENT COUNSELORS INC266$210K0.06%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC268$209K0.04%new13F-HRTimeline
Gilman Hill Asset Management, LLC265$209K0.03%new13F-HRTimeline
LJI Wealth Management, LLC265$209K0.04%new13F-HRTimeline
HARRIS ASSOCIATES L P264$208K<0.01%new13F-HRTimeline
CJM Wealth Advisers, Ltd.264$208K0.07%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…262$207K0.01%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC263$207K0.07%new13F-HRTimeline
Emprise Bank262$206K0.1%new13F-HRTimeline
Private Capital Management, LLC262$206K0.02%new13F-HRTimeline
Detalus Advisors, LLC262$206K0.06%new13F-HRTimeline
EVERETT HARRIS & CO /CA/261$206K<0.01%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC261$206K0.05%new13F-HRTimeline
Nova Wealth Management, Inc.261$206K0.15%-5913F-HRTimeline
Horst & Graben Wealth Management LLC260$204K0.03%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd259$204K0.02%new13F-HRTimeline
Walkner Condon Financial Advisors LLC258$203K0.04%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd256$202K0.01%new13F-HRTimelineGroup
WealthTrust Asset Management, LLC256$202K0.15%new13F-HRTimeline
Shira Ridge Wealth Management255$201K0.09%new13F-HRTimeline
Wayfinding Financial, LLC257$201K0.09%013F-HRTimeline
Main Street Financial Solutions, LLC255$201K0.01%new13F-HRTimeline
Integris Wealth Management, LLC255$201K0.05%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC255$201K0.01%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC254$200K0.02%-7313F-HRTimeline
Glen Eagle Advisors, LLC250$197K0.03%-23213F-HRTimeline
Rise Advisors, LLC243$191K0.08%-113F-HRTimeline
Western Pacific Wealth Management, LP240$189K0.18%-1513F-HRTimeline
NewSquare Capital LLC239$188K0.01%+10613F-HRTimeline
Gitterman Wealth Management, LLC234$184K0.04%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…233$184K0.01%+213F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN228$180K0.02%013F-HRTimeline
Main Street Group, LTD227$178K0.06%013F-HRTimeline
Quarry LP218$172K0.04%new13F-HRTimeline
Archer Investment Corp215$169K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC209$165K0.2%+813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC207$163K0.01%013F-HRTimelineGroup
North Capital, Inc.206$162K0.14%013F-HRTimeline
Cornerstone Planning Group LLC206$159K0.03%-213F-HRTimeline
BOCHK Asset Management Ltd200$158K0.05%new13F-HRTimeline
Berbice Capital Management LLC200$158K0.11%-10013F-HRTimeline
IMG Wealth Management, Inc.198$156K0.12%+2113F-HRTimeline
Birch Capital Management, LLC197$155K0.08%013F-HRTimeline
Brown Shipley& Co Ltd193$152K0.08%013F-HRTimeline
General Partner, Inc.187$147K0.09%013F-HRTimeline
GW&K Investment Management, LLC186$146K<0.01%+2713F-HRTimeline
SIERRA OCEAN, LLC185$146K0.11%+1013F-HRTimeline
Indiana Trust & Investment Management Co180$142K0.05%013F-HRTimeline
Avalon Trust Co177$139K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…173$136K0.16%+14513F-HRTimeline
Private Wealth Asset Management, LLC171$135K0.02%-1713F-HRTimeline
S&T Bank/PA165$130K0.04%-6613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …164$129K0.21%-1213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management161$127K0.02%013F-HRTimelineGroup
Solstein Capital, LLC159$125K0.06%+12313F-HRTimeline
Aster Capital Management (DIFC) Ltd157$124K0.03%-2,23713F-HRTimeline
Plante Moran Financial Advisors, LLC154$121K0.01%+213F-HRTimeline
Coastline Trust Co153$121K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Wealth Partners151$119K0.08%+3813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$118K0.04%013F-HRTimeline
CENTAURUS FINANCIAL, INC.146$115K0.01%new13F-HRTimeline
Addison Advisors LLC146$115K0.03%+3313F-HRTimeline
Creative Capital Management Investments…146$115K0.04%new13F-HRTimeline
Whipplewood Advisors, LLC143$113K0.06%+7813F-HRTimeline
Provenance Wealth Advisors, LLC143$113K0.02%+9713F-HRTimeline
OFI INVEST ASSET MANAGEMENT167$112K<0.01%-5,68813F-HRTimeline
Private Wealth Management Group, LLC141$111K0.04%+313F-HRTimeline
LANARK FINANCIAL, INC.136$107K0.01%-1513F-HRTimeline
Independence Bank of Kentucky135$106K0.02%-1513F-HRTimeline
CURIO WEALTH, LLC134$106K0.05%+13313F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.131$103K0.1%013F-HRTimeline
Eisler Capital Management Ltd.130$102K<0.01%-9,06613F-HRTimeline
HORIZON BANCORP INC /IN/128$101K0.05%+9813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anfield Capital Management, LLCin group Anfield Capital Management, L…125$98.5K0.03%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators124$97.7K0.05%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC124$97.7K0.14%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC117$92.2K0.06%013F-HRTimeline
HHM Wealth Advisors, LLC111$87.4K0.01%-413F-HRTimeline
Redwood Park Advisors LLC110$86.6K0.07%013F-HRTimeline
Legacy Investment Solutions, LLC108$85.1K0.05%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…108$85.1K0.05%-1013F-HRTimelineGroup
Financial Management Professionals, Inc.108$85.1K0.01%-813F-HRTimeline
NVWM, LLC107$84.3K0.02%+213F-HRTimeline
TD Capital Management LLC105$82.8K0.01%+5013F-HRTimeline
HAZLETT, BURT & WATSON, INC.104$82K0.03%-613F-HRTimeline
DecisionPoint Financial, LLC105$81.9K0.02%+513F-HRTimeline
Binnacle Investments Inc101$79.6K0.05%+713F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…100$78.8K0.05%013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC100$78.4K0.01%+213F-HRTimeline
Sarver Vrooman Wealth Advisors98$77.2K0.05%013F-HRTimeline
REAP Financial Group, LLC97$76.5K0.02%+4913F-HRTimeline
Medallion Wealth Advisors, LLC97$75.6K0.03%013F-HRTimeline
Salomon & Ludwin, LLC94$72.7K0.01%+2513F-HRTimeline
Retirement Wealth Solutions LLC91$71.8K0.05%-213F-HRTimeline
Hilltop National Bank89$70.1K0.02%13F-HRTimeline
Hughes Financial Services, LLC89$69.3K0.01%+713F-HRTimeline