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Disclosery

INTU INTUIT

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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
Quotient Wealth Partners, LLC2,310$1.82M0.05%-6713F-HRTimeline
ROI Financial Advisors, LLC2,293$1.81M1.15%-18813F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,290$1.8M0.04%+19313F-HRTimeline
Quantitative Investment Management, LLC2,287$1.8M0.24%+23713F-HRTimeline
CAPITAL & PLANNING, LLC2,282$1.8M1.22%-3413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,272$1.79M0.18%-24913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,271$1.79M0.09%-22213F-HRTimelineGroup
Compagnie Lombard Odier SCmA2,265$1.78M0.02%-13513F-HRTimeline
World Investment Advisors2,262$1.78M0.04%+1,07613F-HRTimeline
Focus Financial Network, Inc.2,255$1.78M0.07%+5913F-HRTimeline
BNP PARIBASin group BNP PARIBAS2,241$1.77M0.06%013F-HRTimelineGroup
Premier Path Wealth Partners, LLC2,236$1.76M0.25%+20213F-HRTimeline
Capital Planning Advisors, LLC2,235$1.76M0.26%-10113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,234$1.76M0.34%+2413F-HRTimelineGroup
NORDEN GROUP LLC2,230$1.76M0.19%+56713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,220$1.75M0.05%013F-HRTimelineGroup
Quent Capital, LLC2,206$1.74M0.17%+8313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,196$1.73M0.13%+27013F-HRTimeline
Smith Salley Wealth Management2,190$1.73M0.1%+23613F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,187$1.72M0.35%+1513F-HRTimeline
Convergence Financial, LLC2,175$1.71M0.29%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,150$1.69M0.84%+48513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC2,133$1.68M0.07%+53113F-HRTimelineGroup
WEALTH ALLIANCE, LLC2,120$1.67M0.19%+7713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,119$1.67M0.01%+31013F-HRTimelineGroup
Asset Dedication, LLC2,114$1.67M0.12%+6813F-HRTimeline
Capital Investment Advisors, LLC2,094$1.65M0.03%+10513F-HR/ATimeline
Aaron Wealth Advisors LLC2,075$1.63M0.17%+1,01913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,073$1.63M0.02%+7013F-HRTimelineGroup
Global Retirement Partners, LLC2,069$1.63M0.04%13F-HRTimeline
United Asset Strategies, Inc.2,067$1.63M0.14%+513F-HRTimeline
Motiv8 Investments LLC2,060$1.62M0.99%+20613F-HRTimeline
RFG Advisory, LLC2,055$1.62M0.04%+5313F-HRTimeline
Accretive Wealth Partners, LLC2,049$1.61M0.53%+1813F-HRTimeline
Austin Private Wealth, LLC2,048$1.61M0.13%-19513F-HRTimeline
Trueblood Wealth Management, LLC2,045$1.61M0.67%+10513F-HRTimeline
WEDBUSH SECURITIES INC2,039$1.61M0.06%-12613F-HRTimeline
DB Fitzpatrick & Co, Inc2,030$1.6M1.42%+613F-HRTimeline
Axecap Investments, LLC2,026$1.6M1.04%new13F-HRTimeline
Mirador Capital Partners LP2,022$1.59M0.26%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,019$1.59M0.79%-313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,015$1.59M0.03%+513F-HRTimelineGroup
INTRUST BANK NA2,011$1.58M0.14%+16313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,009$1.58M0.05%+81013F-HRTimeline
Versor Investments LP2,003$1.58M0.28%+1,11513F-HRTimeline
Optas, LLC2,003$1.58M0.3%+30413F-HRTimeline
Wallace Hart LLC2,002$1.58M1.25%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,000$1.58M0.29%-1,11813F-HRTimeline
United Super Pty Ltd in its capacity as…2,000$1.58M0.06%013F-HRTimeline
FSA Wealth Management LLC2,000$1.58M0.61%-3713F-HRTimeline
OARSMAN CAPITAL, INC.1,996$1.57M0.25%+5213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,982$1.56M0.24%-1713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,981$1.56M0.07%013F-HRTimeline
Symphony Financial, Ltd. Co.5,899$1.55M0.2%new13F-HR/ATimeline
TRUST POINT INC.1,968$1.55M0.15%+35313F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,967$1.55M0.16%-1,70013F-HRTimeline
PITTENGER & ANDERSON INC1,966$1.55M0.06%+613F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,963$1.55M0.04%-20213F-HRTimeline
NIXON PEABODY TRUST CO1,955$1.54M0.12%-17013F-HRTimeline
COOKSON PEIRCE & CO INC1,951$1.54M0.07%new13F-HRTimeline
Sowell Financial Services LLC1,930$1.52M0.06%+53413F-HRTimeline
Mutual Advisors, LLC1,931$1.52M0.04%-8013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,947$1.52M0.14%+11713F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding1,926$1.51M+984Timeline
BSW Wealth Partners1,918$1.51M0.21%+1113F-HRTimeline
Great Diamond Partners, LLC1,917$1.51M0.32%+1,56313F-HRTimeline
Zhang Financial LLC1,916$1.51M0.07%+13513F-HRTimeline
Barbara Oil Co.1,900$1.5M0.59%013F-HRTimeline
CVFG LLC1,897$1.49M1.18%-4213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding1,893$1.49M-24Timeline
Old Port Advisors1,893$1.49M0.41%-3413F-HRTimeline
FORBES J M & CO LLP1,882$1.48M0.14%-17813F-HRTimeline
Ramirez Asset Management, Inc.1,880$1.48M0.22%013F-HRTimeline
Scientech Research LLC1,876$1.48M0.36%new13F-HRTimeline
Arete Wealth Advisors, LLC1,872$1.48M0.1%+89113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,867$1.47M0.19%+3313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,859$1.46M0.36%+37313F-HRTimeline
Greykasell Wealth Strategies, Inc.1,856$1.46M0.7%-1813F-HRTimeline
Bank Pictet & Cie (Europe) AG1,851$1.46M0.03%-1813F-HRTimeline
Schear Investment Advisers, LLC1,839$1.45M0.72%-7813F-HRTimeline
Worth Asset Management, LLC1,802$1.42M0.7%new13F-HRTimeline
Proficio Capital Partners LLC1,792$1.41M0.09%+15113F-HRTimeline
Ellevest, Inc.1,786$1.41M0.22%+7413F-HRTimeline
GROUPAMA ASSET MANAGMENT1,811$1.41M0.02%-3,52613F-HRTimeline
Quadcap Wealth Management, LLC1,783$1.4M0.18%+22513F-HRTimeline
SYM FINANCIAL Corp1,781$1.4M0.16%-2213F-HRTimeline
Fiduciary Alliance LLC1,776$1.4M0.1%+22113F-HRTimeline
Stablepoint Partners, LLC1,775$1.4M0.24%-97513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,764$1.39M-17Timeline
Verde Capital Management1,762$1.39M0.34%+13113F-HRTimeline
Cooper Financial Group1,761$1.39M0.16%-26413F-HRTimeline
Kensington Investment Counsel, LLC1,756$1.38M0.59%+613F-HRTimeline
Milestones Private Investment Advisors …1,748$1.38M1.02%13F-HRTimeline
Brown Financial Advisors1,743$1.37M0.54%-43613F-HRTimeline
Cove Private Wealth, LLC1,740$1.37M0.48%013F-HRTimeline
Thrive Wealth Management, LLC1,739$1.37M0.22%-7313F-HRTimeline
Koss-Olinger Consulting, LLC1,729$1.36M0.11%+113F-HRTimeline
STANCE CAPITAL LLC1,728$1.36M0.51%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,727$1.36M0.05%+8613F-HRTimelineGroup
MJP ASSOCIATES INC /ADV1,722$1.36M0.2%-15113F-HRTimeline
Integrated Quantitative Investments LLC1,717$1.35M0.4%new13F-HRTimeline
Legacy Trust1,713$1.35M0.33%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,711$1.35M0.05%-72713F-HRTimelineGroup
CNB Bank1,702$1.34M0.64%-10313F-HRTimeline
Bridgewater Advisors Inc.1,658$1.34M0.1%+4213F-HRTimeline
Sargent Investment Group, LLC1,715$1.34M0.18%-12613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,690$1.33M0.01%-4713F-HRTimelineGroup
PDS Planning, Inc1,685$1.33M0.1%+32013F-HRTimeline
Red Spruce Capital, LLC1,681$1.32M0.57%-1113F-HRTimeline
PARTHENON LLC1,675$1.32M0.15%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,672$1.32M0.08%+1513F-HRTimeline
Sage Mountain Advisors LLC1,670$1.32M0.09%+16613F-HRTimeline
Beverly Hills Private Wealth, LLC1,668$1.31M0.25%+10613F-HRTimeline
BOSTON FAMILY OFFICE LLC1,667$1.31M0.09%-413F-HRTimeline
Blue Trust, Inc.1,667$1.31M0.02%+1,01913F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,666$1.31M0.23%+4713F-HRTimeline
Nelson Capital Management, LLC1,665$1.31M0.17%-30013F-HRTimeline
Evanson Asset Management, LLC1,663$1.31M0.08%013F-HRTimeline
Everest Private Wealth1,651$1.3M0.93%new13F-HRTimeline
IHT Wealth Management, LLC1,645$1.3M0.04%-113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,644$1.29M0.01%-31,44113F-HRTimelineGroup
DRW Securities, LLC1,639$1.29M0.09%+1,18013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC1,638$1.29M<0.01%-34613F-HRTimeline
WBH ADVISORY INC1,630$1.28M0.11%013F-HRTimeline
FineMark National Bank & Trust1,628$1.28M0.04%-4113F-HRTimeline
Ewing Morris & Co. Investment Partners …1,623$1.28M0.57%new13F-HRTimeline
Simplicity Wealth,LLC1,620$1.28M0.05%+1,09613F-HRTimeline
Archford Capital Strategies, LLC1,613$1.27M0.16%-1,73113F-HRTimeline
DENALI ADVISORS LLC1,607$1.27M0.13%-6313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,605$1.26M0.1%+1313F-HRTimeline
Pallas Capital Advisors LLC1,584$1.25M0.05%+1,16913F-HRTimeline
BARR E S & CO1,584$1.25M0.07%013F-HRTimeline
GREAT LAKES ADVISORS, LLC1,579$1.24M0.01%+3213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,576$1.24M0.11%+5313F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,574$1.24M0.05%+17813F-HRTimeline
Curated Wealth Partners LLC1,568$1.24M0.14%+1713F-HRTimeline
OV Management LLC1,568$1.24M1.03%-2,38713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,566$1.23M0.03%+42413F-HRTimeline
Advisors Capital Management, LLC1,565$1.23M0.02%-17313F-HRTimeline
Community Bank & Trust, Waco, Texas1,563$1.23M0.28%+313F-HRTimeline
Geneos Wealth Management Inc.1,552$1.22M0.03%-34413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,545$1.22M0.02%-2013F-HRTimelineGroup
Crew Capital Management, Ltd1,543$1.22M0.87%-49413F-HRTimeline
SRN Advisors, LLC1,542$1.21M1.11%+3013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,539$1.21M0.01%-3313F-HRTimelineGroup
Kingsview Wealth Management, LLC1,537$1.21M0.02%+2213F-HRTimeline
Hara Capital LLC1,534$1.21M0.75%-28013F-HRTimeline
Chris Bulman Inc1,529$1.2M0.69%+613F-HRTimeline
Gen-Wealth Partners Inc1,516$1.19M0.46%+8413F-HRTimeline
ICW Investment Advisors LLC1,516$1.19M0.47%+10213F-HRTimeline
Palisades Hudson Asset Management, L.P.1,507$1.19M0.46%-2413F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP1,500$1.18M0.03%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,500$1.18M0.29%new13F-HRTimeline
Fulcrum Asset Management LLP1,499$1.18M0.34%new13F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC1,487$1.17M0.26%+6913F-HRTimeline
VAN STRUM & TOWNE INC.1,486$1.17M0.37%013F-HRTimeline
Institute for Wealth Management, LLC.1,473$1.16M0.13%-1713F-HRTimeline
Roberts Capital Advisors, LLC1,470$1.16M0.86%013F-HRTimeline
Atria Wealth Solutions, Inc.1,469$1.16M0.03%-3,93313F-HRTimeline
Smithfield Trust Co1,470$1.16M0.05%013F-HRTimeline
Legacy Financial Advisors, Inc.1,466$1.15M0.18%+17713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,462$1.15M0.08%-1213F-HRTimelineGroup
Legacy Capital Group California, Inc.1,462$1.15M0.32%+213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,461$1.15M0.1%-4213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,456$1.15M0.25%+413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,452$1.14M0.1%-10713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,451$1.14M0.16%+20013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,448$1.14M0.1%-3313F-HRTimeline
Crescent Sterling, Ltd.1,423$1.12M1.25%+21213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,419$1.12M0.07%-9113F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP1,410$1.11M<0.01%013F-HRTimeline
AMG National Trust Bank1,405$1.11M0.03%+9013F-HRTimeline
Gratus Wealth Advisors, LLC1,397$1.1M0.17%013F-HRTimeline
South Dakota Investment Council1,396$1.1M0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC1,394$1.1M0.4%+313F-HRTimeline
Unique Wealth Strategies, LLC1,389$1.09M0.46%+72313F-HRTimeline
Mesirow Financial Investment Management…1,387$1.09M0.02%+3913F-HRTimeline
Texas Capital Bancshares Inc/TX1,383$1.09M0.39%013F-HRTimeline
Principle Wealth Partners LLC1,379$1.09M0.07%+5113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,376$1.08M0.28%new13F-HRTimelineGroup
HBK Sorce Advisory LLC1,374$1.08M0.03%-5013F-HRTimeline
Pinnacle West Asset Management, Inc.1,365$1.07M0.74%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,352$1.06M0.27%+18913F-HRTimeline
Garner Asset Management Corp1,350$1.06M0.49%-9313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,345$1.06M0.11%013F-HRTimeline
Coastal Bridge Advisors, LLC1,340$1.06M0.09%+4513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,338$1.05M0.03%-29013F-HRTimeline
Harbor Group, Inc.1,329$1.05M0.19%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,328$1.05M0.37%013F-HRTimelineGroup
TRIGLAV INVESTMENTS, D.O.O.1,325$1.04M0.08%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,693$1.04M0.41%13F-HRTimeline
Nicholas Investment Partners, LP1,314$1.03M0.09%013F-HRTimeline
Waterloo Capital, L.P.1,312$1.03M0.08%+33613F-HRTimeline
MGO ONE SEVEN LLC1,312$1.03M0.03%-44813F-HRTimeline
Park Capital Management, LLC / WI1,308$1.03M0.95%+1213F-HRTimeline
Freemont Management S.A.1,300$1.02M0.17%+30013F-HRTimeline
Koshinski Asset Management, Inc.1,296$1.02M0.08%-10213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,294$1.02M0.12%+13513F-HRTimeline
Inscription Capital, LLC1,293$1.02M0.15%+78713F-HRTimeline
Alteri Wealth LLC1,291$1.02M0.39%-613F-HRTimeline