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Disclosery

INTU INTUIT

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COM (common), issuer CIK 896878

1,991 managers (2,032 13F filers) reported a position in INTU shares at 2025-03-31, 235,557,737 shares in all. 140 filers opened a position and 165 filers sold out during the quarter.

Managers
1,991
13F filers
2,032
New
140
Added
770
Reduced
816
Sold out
165
Shares held by filers
235,557,737

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cooper Financial Group2,025$1.24M0.16%+3313F-HRTimeline
DB Fitzpatrick & Co, Inc2,024$1.24M1.18%-24713F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,022$1.24M0.71%+313F-HRTimeline
Mirador Capital Partners LP2,022$1.24M0.22%-2213F-HRTimeline
Arkadios Wealth Advisors2,018$1.24M0.05%+2013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,010$1.23M0.02%+34913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,003$1.23M0.02%+7113F-HRTimelineGroup
RFG Advisory, LLC2,002$1.23M0.03%-82213F-HRTimeline
United Super Pty Ltd in its capacity as…2,000$1.23M0.05%+20013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,999$1.23M0.23%-1913F-HR/ATimeline
Capital Investment Advisors, LLC1,989$1.22M0.02%-17313F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC1,984$1.22M<0.01%+16313F-HRTimeline
SummitTX Capital, L.P.1,981$1.22M0.05%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,981$1.22M0.06%-2613F-HRTimeline
Nelson Capital Management, LLC1,965$1.21M0.21%013F-HRTimeline
PITTENGER & ANDERSON INC1,960$1.2M0.04%-6813F-HRTimeline
Smith Salley Wealth Management1,954$1.2M0.08%-2413F-HRTimeline
Icon Wealth Advisors, LLC1,947$1.2M0.1%-57913F-HRTimeline
OARSMAN CAPITAL, INC.1,944$1.19M0.21%+5713F-HRTimeline
Trueblood Wealth Management, LLC1,940$1.19M0.55%+21013F-HRTimeline
CVFG LLC1,939$1.19M1.08%013F-HRTimeline
Old Port Advisors1,927$1.18M0.35%-12413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,926$1.18M0.09%+18813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding1,917$1.18M-95Timeline
Schear Investment Advisers, LLC1,917$1.18M0.68%013F-HRTimeline
BSW Wealth Partners1,907$1.17M0.18%+14713F-HRTimeline
Barbara Oil Co.1,900$1.17M0.47%013F-HRTimeline
Promus Capital, LLC1,893$1.16M0.88%+12213F-HR/ATimeline
Ramirez Asset Management, Inc.1,880$1.15M0.24%013F-HRTimeline
Point72 (DIFC) Ltd1,880$1.15M0.11%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,874$1.15M0.61%-3213F-HRTimeline
MJP ASSOCIATES INC /ADV1,873$1.15M0.21%+1013F-HRTimeline
Bank Pictet & Cie (Europe) AG1,869$1.15M0.03%-12313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,830$1.14M0.12%+11413F-HRTimeline
Motiv8 Investments LLC1,854$1.14M0.76%+7613F-HRTimeline
INTRUST BANK NA1,848$1.13M0.11%+20713F-HRTimeline
Sargent Investment Group, LLC1,841$1.13M0.18%+8413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,834$1.13M0.17%+8213F-HRTimeline
Prospera Financial Services Inc1,821$1.12M0.03%+72313F-HRTimeline
Hara Capital LLC1,814$1.11M0.75%-15313F-HRTimeline
Thrive Wealth Management, LLC1,812$1.11M0.21%-11313F-HRTimeline
Pettee Investors, Inc.1,809$1.11M0.66%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,809$1.11M0.01%+5513F-HRTimelineGroup
CNB Bank1,805$1.11M0.56%+5913F-HRTimeline
SYM FINANCIAL Corp1,803$1.11M0.14%+8613F-HRTimeline
Trek Financial, LLC1,790$1.1M0.08%+44813F-HRTimeline
Zhang Financial LLC1,781$1.09M0.06%+1,45613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,781$1.09M0Timeline
MGO ONE SEVEN LLC1,760$1.08M0.04%-23813F-HRTimeline
Kensington Investment Counsel, LLC1,750$1.07M0.48%-2013F-HRTimeline
Cove Private Wealth, LLC1,740$1.07M0.56%-32513F-HRTimeline
Advisors Capital Management, LLC1,738$1.07M0.02%+10913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,737$1.07M0.01%-6,80213F-HRTimelineGroup
Koss-Olinger Consulting, LLC1,728$1.06M0.09%new13F-HRTimeline
Legacy Trust1,713$1.05M0.25%+3613F-HRTimeline
Ellevest, Inc.1,712$1.05M0.07%-14313F-HRTimeline
LEE DANNER & BASS INC1,706$1.05M0.08%013F-HRTimeline
Optas, LLC1,699$1.04M0.18%-6213F-HRTimeline
Red Spruce Capital, LLC1,692$1.04M0.49%-9213F-HRTimeline
PARTHENON LLC1,675$1.03M0.13%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,671$1.03M0.07%+32513F-HRTimeline
DENALI ADVISORS LLC1,670$1.03M0.12%-6,80313F-HRTimeline
FineMark National Bank & Trust1,669$1.02M0.04%+16013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,665$1.02M0.6%+41513F-HRTimelineGroup
Evanson Asset Management, LLC1,663$1.02M0.07%-8613F-HRTimeline
NORDEN GROUP LLC1,663$1.02M0.12%+1913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,657$1.02M0.07%+313F-HRTimeline
AlphaCore Capital LLC1,653$1.01M0.09%+33013F-HRTimeline
IHT Wealth Management, LLC1,646$1.01M0.03%-4013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,641$1.01M0.04%-2713F-HRTimelineGroup
Proficio Capital Partners LLC1,641$1.01M0.08%-5213F-HRTimeline
Bridgewater Advisors Inc.1,616$1.01M0.09%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,633$1M0.28%013F-HRTimeline
Verde Capital Management1,631$1M0.28%+46213F-HRTimeline
WBH ADVISORY INC1,630$1M0.09%-5113F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,628$1M0.03%+14513F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,619$994K0.19%+3513F-HRTimeline
TRUST POINT INC.1,615$992K0.09%-68513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,607$987K0.01%+1,32613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC1,592$984K0.08%+45013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,602$984K0.04%+46013F-HRTimelineGroup
BARR E S & CO1,584$973K0.06%-22513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,572$965K0.01%-9713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,565$961K0.02%+11513F-HRTimelineGroup
Beverly Hills Private Wealth, LLC1,562$959K0.19%-5713F-HRTimeline
Community Bank & Trust, Waco, Texas1,560$958K0.23%-713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,559$957K0.09%-1013F-HRTimeline
Quadcap Wealth Management, LLC1,558$957K0.14%+8813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,607$955K0.44%+1,00813F-HRTimeline
Fiduciary Alliance LLC1,555$955K0.09%+1,01413F-HRTimeline
Curated Wealth Partners LLC1,551$952K0.12%+41713F-HRTimeline
GREAT LAKES ADVISORS, LLC1,547$950K0.01%-24213F-HRTimeline
Wealth Watch Advisors, INC3,019$947K0.77%+1,41413F-HRTimeline
Palisades Hudson Asset Management, L.P.1,531$940K0.43%-3213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,523$935K0.09%+7513F-HRTimelineGroup
Chris Bulman Inc1,523$935K0.59%+1813F-HRTimeline
Kingsview Wealth Management, LLC1,515$930K0.02%-4013F-HRTimeline
SRN Advisors, LLC1,512$928K1.04%-3513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,510$927K0.07%+10213F-HRTimeline
Sage Mountain Advisors LLC1,504$923K0.07%+22213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,503$923K0.1%-65113F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP1,500$921K0.03%-2,72413F-HRTimeline
Institute for Wealth Management, LLC.1,490$915K0.12%-213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,486$913K0.25%+52313F-HRTimeline
VAN STRUM & TOWNE INC.1,486$912K0.31%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,481$909K0.09%-113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,474$905K0.07%-4813F-HRTimelineGroup
Roberts Capital Advisors, LLC1,470$903K0.79%new13F-HRTimeline
Smithfield Trust Co1,470$898K0.05%-913F-HRTimeline
Legacy Capital Group California, Inc.1,460$896K0.31%-913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,452$892K0.21%+1013F-HRTimeline
Garner Asset Management Corp1,443$886K0.39%-14513F-HRTimeline
Gen-Wealth Partners Inc1,432$879K0.37%+19713F-HRTimeline
HBK Sorce Advisory LLC1,424$875K0.03%+513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,418$871K0.2%+65813F-HRTimeline
ICW Investment Advisors LLC1,414$868K0.35%+11913F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP1,410$866K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.1,398$859K0.07%+30813F-HRTimeline
Gratus Wealth Advisors, LLC1,397$858K0.14%-1413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,396$857K0.04%+613F-HRTimeline
Delta Financial Group, Inc.1,398$857K0.2%013F-HRTimeline
South Dakota Investment Council1,396$857K0.02%013F-HRTimeline
Sowell Financial Services LLC1,396$857K0.04%new13F-HRTimeline
BlueSpruce Investments, LP1,391$854K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC1,391$854K0.33%+4513F-HRTimeline
Texas Capital Bancshares Inc/TX1,383$849K0.36%-3113F-HRTimeline
Sovran Advisors, LLC1,444$845K0.11%+1,04413F-HRTimeline
Elevated Capital Advisors, LLC1,374$844K0.24%-4313F-HRTimeline
RFG Holdings, Inc.1,365$840K0.27%+14613F-HRTimeline
PDS Planning, Inc1,365$838K0.07%+13013F-HRTimeline
Pinnacle West Asset Management, Inc.1,365$838K0.61%+513F-HRTimeline
Mesirow Financial Investment Management…1,348$828K0.02%-1,52613F-HRTimeline
Parallax Volatility Advisers, L.P.1,345$826K0.03%-4,07013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,345$826K0.09%013F-HRTimeline
Marcum Wealth, LLC1,344$825K0.07%+5313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,339$821K0.01%-65013F-HRTimelineGroup
Harbor Group, Inc.1,329$816K0.16%013F-HRTimeline
Principle Wealth Partners LLC1,328$816K0.06%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,328$815K0.35%+40013F-HRTimelineGroup
TRIGLAV INVESTMENTS, D.O.O.1,325$814K0.07%013F-HRTimeline
Financial Advocates Investment Manageme…1,319$810K0.06%-813F-HRTimeline
AMG National Trust Bank1,315$807K0.02%-15113F-HRTimeline
Nicholas Investment Partners, LP1,314$807K0.08%-1,63913F-HRTimeline
Gotham Asset Management, LLC1,314$807K0.01%+5113F-HRTimeline
Hoxton Planning & Management, LLC1,302$799K0.3%-413F-HRTimeline
Alteri Wealth LLC1,297$796K0.35%-813F-HRTimeline
Park Capital Management, LLC / WI1,296$796K0.93%+1713F-HRTimeline
Coastal Bridge Advisors, LLC1,295$795K0.07%new13F-HR/ATimeline
Legacy Financial Advisors, Inc.1,289$791K0.13%-313F-HRTimeline
Congress Park Capital LLC1,280$786K0.3%+58813F-HRTimeline
Leonteq Securities AG1,272$782K0.06%+51313F-HRTimeline
PFC CAPITAL GROUP, INC.1,275$782K0.39%-6513F-HRTimeline
James Hambro & Partners LLP1,270$780K0.03%-53413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,268$779K0.17%+12213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,267$778K0.19%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC1,265$777K0.35%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,252$769K0.19%+10413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,252$769K0.07%-513F-HRTimeline
Maven Securities LTDin group Maven Securities LTD1,250$767K0.17%+32313F-HRTimelineGroup
American Trust1,243$763K0.19%-1,66813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,239$761K0.02%-14513F-HRTimelineGroup
Bryce Point Capital, LLC1,244$753K0.57%-18213F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,223$751K0.07%-313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,251$749K0.11%+3513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,220$749K0.02%+44313F-HRTimeline
Heritage Wealth Advisors1,217$747K0.04%-4713F-HRTimeline
New Hampshire Trust1,215$746K0.17%-6013F-HRTimeline
Amica Retiree Medical Trust1,213$745K1.14%-28913F-HRTimeline
Crescent Sterling, Ltd.1,211$744K0.76%+63813F-HRTimeline
North Star Investment Management Corp.1,210$743K0.05%013F-HRTimeline
Wealth Architects, LLC1,208$742K0.08%+2913F-HR/ATimeline
HCR Wealth Advisors1,205$740K0.1%-10313F-HRTimeline
SPINNAKER TRUST1,204$739K0.05%-713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,200$737K0.04%-5013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,199$736K0.03%-113F-HRTimeline
Keeler Thomas Management LLC1,197$735K0.36%-1,12813F-HRTimeline
Northern Financial Advisors Inc1,194$733K0.61%-313F-HRTimeline
Meridian Wealth Management, LLC1,189$730K0.04%-2413F-HRTimeline
World Investment Advisors1,186$728K0.02%+19213F-HRTimeline
SS&H Financial Advisors, Inc.1,183$726K0.27%-9213F-HRTimeline
Formidable Asset Management, LLC1,181$725K0.12%new13F-HRTimeline
Strategic Blueprint, LLC1,181$725K0.04%-2813F-HRTimeline
NEVILLE RODIE & SHAW INC1,179$724K0.06%013F-HRTimeline
Avantax Planning Partners, Inc.1,178$723K0.03%+16613F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,150$722K0.23%+4213F-HRTimeline
Verity Asset Management, Inc.1,176$722K0.29%+62413F-HRTimeline
Van Hulzen Asset Management, LLC1,172$720K0.07%+513F-HRTimeline
Garden State Investment Advisory Servic…1,168$718K0.23%-8713F-HRTimeline
L2 Asset Management, LLC1,170$718K0.15%+11313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,163$714K0.21%+1213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,159$712K0.09%+20613F-HRTimeline
Magnus Financial Group LLC1,158$711K0.07%+113F-HRTimeline
Breakwater Capital Group1,156$710K0.13%+2713F-HRTimeline
Connecticut Wealth Management, LLC1,154$709K0.04%-4113F-HRTimeline
Parkside Financial Bank & Trust1,153$708K0.09%+1913F-HRTimeline
PLIMOTH TRUST CO LLC1,143$702K0.18%-2713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,142$701K0.02%+41913F-HRTimeline
EASTERN BANK1,139$699K0.01%-33113F-HRTimeline
Avior Wealth Management, LLC1,125$691K0.03%+56113F-HRTimeline
LORD, ABBETT & CO. LLC1,122$689K<0.01%-46713F-HRTimeline