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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
Reynders McVeigh Capital Management, LLC1,121$688K0.04%+713F-HRTimeline
Carnegie Investment Counsel1,172$685K0.02%+58213F-HRTimeline
Paladin Wealth, LLC1,115$685K0.61%+11813F-HRTimeline
Weaver Capital Management LLC1,113$683K0.18%-16813F-HRTimeline
Rockline Wealth Management, LLC1,103$677K0.19%+12113F-HRTimeline
VANCE WEALTH, LLC1,100$675K0.25%+713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,095$672K0.12%+5113F-HRTimeline
PAX Financial Group, LLC1,087$667K0.12%-33313F-HRTimeline
1ST SOURCE BANK1,084$666K0.04%+113F-HRTimeline
Regent Peak Wealth Advisors LLC1,077$662K0.16%-13613F-HRTimeline
HUB Investment Partners, LLC1,074$660K0.03%+72913F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,065$654K0.04%-26413F-HRTimeline
MONECO ADVISORS, LLC1,059$650K0.07%-17213F-HR/ATimeline
Aaron Wealth Advisors LLC1,056$648K0.07%+12313F-HRTimeline
First National Trust Co1,038$637K0.03%-2313F-HRTimeline
Wharton Business Group, LLC1,035$635K0.03%013F-HRTimeline
Aventura Private Wealth, LLC1,026$630K0.33%013F-HRTimeline
Verdence Capital Advisors LLC1,023$628K0.05%-22613F-HRTimeline
Integrated Advisors Network LLC1,017$625K0.03%-42413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,014$622K0.11%+11413F-HRTimeline
PFG Investments, LLC1,009$620K0.04%-23513F-HRTimeline
First Affirmative Financial Network1,002$615K0.38%-12713F-HRTimeline
RBF Capital, LLC1,000$614K0.04%013F-HRTimeline
Freemont Management S.A.1,000$614K0.24%-10013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments994$610K0.04%-1,77913F-HRTimelineGroup
Perkins Coie Trust Co993$610K0.14%+113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …983$604K0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC981$602K0.05%+4713F-HRTimeline
Evercore Wealth Management, LLC979$601K0.01%-2213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC976$599K0.27%+2013F-HRTimeline
Grove Bank & Trust976$599K0.08%013F-HRTimeline
Waterloo Capital, L.P.976$599K0.06%+13413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…969$595K0.11%-613F-HR/ATimelineGroup
Financial Advisors Network, Inc.964$592K0.1%+48213F-HRTimeline
Tidemark, LLC961$590K0.22%013F-HRTimeline
Values First Advisors, Inc.960$588K0.34%013F-HRTimeline
EntryPoint Capital, LLC954$586K0.27%new13F-HRTimeline
Horizon Family Wealth, Inc.954$585K0.39%-313F-HRTimeline
Wallace Advisory Group, LLC931$585K0.4%-413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co948$582K0.04%+12613F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC947$581K0.28%-1113F-HRTimeline
Traynor Capital Management, Inc.946$581K0.05%+2213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC946$581K0.15%-9213F-HRTimelineGroup
WRAPMANAGER INC943$579K0.15%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …942$578K0.04%+46913F-HRTimelineGroup
Csenge Advisory Group987$578K0.03%+3913F-HRTimeline
MWA Asset Management938$576K0.4%-1213F-HRTimeline
Founders Financial Alliance, LLC937$575K0.14%+24713F-HRTimeline
CHAPIN DAVIS, INC.926$569K0.19%013F-HRTimeline
Wealthstar Advisors, LLC925$568K0.26%013F-HRTimeline
Bell Investment Advisors, Inc925$568K0.1%-313F-HRTimeline
SEVEN MILE ADVISORY919$564K0.38%-5413F-HRTimeline
PRIVATE TRUST CO NA919$564K0.06%-2313F-HRTimeline
Ariadne Wealth Management, LP855$559K0.29%+913F-HRTimeline
GODSEY & GIBB, INC905$556K0.05%013F-HRTimeline
Bond & Devick Financial Network, Inc.904$555K0.2%013F-HRTimeline
Mechanics Bank Trust Department904$555K0.08%013F-HRTimeline
MorganRosel Wealth Management, LLC903$554K0.17%+813F-HRTimeline
Robertson Stephens Wealth Management, L…902$554K0.02%-23813F-HRTimeline
Apeiron RIA LLC900$553K0.17%+4613F-HRTimeline
Supplemental Annuity Collective Trust o…900$553K0.17%013F-HRTimeline
Plancorp, LLC899$552K0.02%+1013F-HRTimeline
NATURAL INVESTMENTS, LLC894$548K0.16%-2513F-HRTimeline
Modern Wealth Management, LLC892$548K0.02%+45613F-HR/ATimeline
CAISSE DES DEPOTS ET CONSIGNATIONS891$547K0.03%013F-HRTimeline
Great Lakes Retirement, Inc.889$546K0.07%-8813F-HRTimeline
Versor Investments LP888$545K0.09%new13F-HRTimeline
Southeast Asset Advisors, LLC887$545K0.07%-15013F-HRTimeline
W.H. Cornerstone Investments Inc.881$541K0.37%-18513F-HRTimeline
Bull Oak Capital, LLC878$539K0.29%+713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.877$538K0.41%-1913F-HRTimeline
CHICAGO TRUST Co NA876$538K0.1%+1413F-HRTimeline
Malaga Cove Capital, LLC874$537K0.23%+45913F-HRTimeline
Family Firm, Inc.874$536K0.12%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC873$536K0.04%-1813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC871$535K0.02%+5413F-HRTimeline
Pathway Financial Advisors LLC869$534K0.1%013F-HRTimeline
OAKWORTH CAPITAL, INC.862$529K0.04%+713F-HRTimeline
Kenora Financial, LLC859$527K0.22%-90513F-HRTimeline
Mayflower Financial Advisors, LLC859$527K0.08%+38313F-HRTimeline
Cromwell Holdings LLC856$526K0.34%-2213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA855$525K0.04%+1213F-HRTimeline
TFB Advisors LLC854$524K0.15%-23313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…851$523K0.03%+25013F-HRTimelineGroup
Washington Trust Bank847$520K0.05%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Trust, LLC846$520K0.12%+14113F-HRTimeline
Cornerstone Wealth Group, LLC846$520K0.04%+18013F-HRTimeline
Severin Investments, LLC841$517K0.52%-213F-HRTimeline
CoreFirst Bank & Trust841$516K0.33%013F-HRTimeline
KDT Advisors, LLC840$516K0.76%013F-HRTimeline
Moors & Cabot, Inc.836$514K0.03%+11313F-HRTimeline
Spinnaker Investment Group, LLC832$511K0.12%new13F-HRTimeline
Bank of Marin832$511K0.65%+5013F-HRTimeline
Oslo Pensjonsforsikring AS829$509K0.08%013F-HRTimeline
Breed's Hill Capital LLC829$509K0.27%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…828$508K0.04%+4313F-HRTimeline
Fortune Financial Advisors, LLC826$507K0.44%+7013F-HRTimeline
Revolve Wealth Partners, LLC826$507K0.07%+1313F-HRTimeline
Caldwell Trust Co826$507K0.05%-16113F-HRTimeline
Ramiah Investment Group823$505K0.48%-2013F-HRTimeline
EVERPAR ADVISORS LLC822$505K0.27%+7213F-HRTimeline
Clear Creek Financial Management, LLC822$505K0.05%+3713F-HRTimeline
Prentice Wealth Management LLC820$503K0.15%+4813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC901$501K0.34%-26913F-HRTimeline
Cyrus J. Lawrence, LLC816$501K1.9%-13,04313F-HRTimeline
Capital Investment Advisory Services, L…809$497K0.04%+10713F-HRTimeline
Alpha Omega Wealth Management LLC809$497K0.09%013F-HRTimeline
NOVEM GROUP809$496K0.07%-15313F-HRTimeline
Investidor Profissional Gestao de Recur…806$495K0.48%new13F-HRTimeline
Sunbelt Securities, Inc.805$494K0.04%-27013F-HRTimeline
Tradewinds, LLC.803$493K0.14%-3513F-HRTimeline
Wealth Group Ltd803$493K0.14%new13F-HRTimeline
Kennon-Green & Company, LLC800$491K0.4%+3413F-HRTimeline
Texas Bank & Trust Co798$490K0.21%-3613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC796$489K0.03%+2913F-HRTimeline
Veery Capital, LLC794$488K0.19%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…791$486K0.05%+2013F-HRTimeline
VestGen Advisors, LLC787$483K0.02%13F-HRTimeline
Apexium Financial, LP784$481K0.03%+38913F-HRTimeline
GC Wealth Management RIA, LLC784$481K0.09%+3513F-HRTimeline
INTEGRITY ALLIANCE, LLC.783$481K0.02%+40213F-HRTimeline
Rossby Financial, LCC770$481K0.21%-3713F-HRTimeline
Legacy Bridge, LLC782$480K0.27%013F-HRTimeline
Relyea Zuckerberg Hanson LLC781$480K0.06%+7213F-HRTimeline
Conestoga Capital Advisors, LLC780$479K0.01%+1513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/771$473K0.03%new13F-HRTimeline
Ulland Investment Advisors, LLC767$471K0.39%013F-HRTimeline
BlueSky Wealth Advisors, LLC766$470K0.07%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC762$468K0.23%-913F-HRTimeline
Avantra Family Wealth, Inc.761$467K0.45%-42213F-HRTimeline
Triad Wealth Partners, LLC759$466K0.14%+913F-HRTimeline
CERTUITY, LLC760$466K0.05%-10213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC758$465K0.02%-2,58413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC757$465K0.04%013F-HRTimeline
NorthStar Asset Management LLC /NJ/756$464K0.29%+4813F-HRTimeline
17 CAPITAL PARTNERS, LLC754$463K0.3%+1513F-HRTimeline
GILL CAPITAL PARTNERS, LLC753$462K0.16%-113F-HRTimeline
Betterment LLC752$462K<0.01%+613F-HRTimeline
4WEALTH ADVISORS, INC.752$462K0.51%+17813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp750$460K0.05%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…749$460K0.19%-413F-HRTimeline
Crewe Advisors LLC748$459K0.06%+13113F-HRTimeline
Interchange Capital Partners, LLC743$456K0.13%+2313F-HRTimeline
Catalyst Capital Advisors LLC743$456K0.01%+16213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC740$454K0.01%-6,61013F-HRTimelineGroup
SFM, LLC d/b/a Sweeney Financial Adviso…738$453K0.33%-1613F-HRTimeline
Sound View Wealth Advisors Group, LLC736$452K0.04%-79213F-HRTimeline
KCM INVESTMENT ADVISORS LLC736$452K0.02%-313F-HRTimeline
Brucke Financial, Inc.718$451K0.39%+2213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…733$450K0.01%013F-HRTimelineGroup
CYBER HORNET ETFs LLC733$450K0.46%-1013F-HRTimeline
FISHMAN JAY A LTD/MI732$449K0.05%013F-HRTimeline
Truepoint, Inc.732$449K0.01%013F-HRTimeline
Gryphon Financial Partners LLC732$449K0.06%+26013F-HRTimeline
Keystone Wealth Services, LLC729$448K0.12%013F-HRTimeline
Stegent Equity Advisors, Inc.729$448K0.45%013F-HRTimeline
Signal Advisors Wealth, LLC727$446K0.04%+2713F-HRTimeline
Johnson Bixby & Associates, LLC725$445K0.07%013F-HRTimeline
Bernardo Wealth Planning LLC724$445K0.11%-713F-HR/ATimeline
FIDUCIARY FAMILY OFFICE, LLC724$445K0.15%new13F-HRTimeline
Sivia Capital Partners, LLC720$442K0.21%+4713F-HRTimeline
SeaCrest Wealth Management, LLC720$442K0.05%-3113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV719$441K0.03%-28913F-HRTimeline
HBW ADVISORY SERVICES LLC716$440K0.06%-2313F-HRTimeline
Costello Asset Management, INC713$438K0.18%new13F-HRTimeline
Bahl & Gaynor LLC711$437K<0.01%-10013F-HRTimeline
Portside Wealth Group, LLC711$437K0.07%+8313F-HR/ATimeline
Faithward Advisors, LLC708$435K0.08%-7913F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC707$434K0.33%+5013F-HRTimeline
GenTrust, LLC708$434K0.02%+113F-HRTimeline
Fort Sheridan Advisors LLC707$434K0.07%013F-HRTimeline
Obermeyer Wealth Partners707$434K0.02%-213F-HRTimeline
Oliver Luxxe Assets LLC705$433K0.08%-39513F-HRTimeline
Transform Wealth, LLC705$433K0.03%-18013F-HRTimeline
SBI Securities Co., Ltd.705$433K0.01%-213F-HRTimeline
UNION SAVINGS BANK705$433K0.21%013F-HRTimeline
Cynosure Group, LLC703$432K0.06%+7313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC702$431K0.14%+14013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC701$430K0.04%-24513F-HR/ATimeline
Prestige Wealth Management Group LLC700$430K0.09%+413F-HR/ATimeline
Capital Investment Counsel, Inc700$430K0.06%013F-HRTimeline
Pflug Koory, LLC700$430K0.24%013F-HRTimeline
Meadow Creek Wealth Advisors LLC699$429K0.32%-24213F-HRTimeline
Rehmann Capital Advisory Group698$429K0.03%+1013F-HRTimeline
M3 Advisory Group, LLC697$428K0.34%-17913F-HRTimeline
Traveka Wealth, LLC693$425K0.24%+8213F-HRTimeline
LVW Advisors, LLC692$425K0.05%+24913F-HRTimeline
Prairie Wealth Advisors, Inc.692$425K0.21%-2513F-HRTimeline
Trivant Custom Portfolio Group, LLC690$424K0.24%-41513F-HRTimeline
Prosperity Consulting Group, LLC689$423K0.03%-78213F-HRTimeline
Veracity Capital LLC687$422K0.17%-8513F-HRTimeline
Parcion Private Wealth LLC685$421K0.03%+6513F-HRTimeline
EWA, LLC682$419K0.16%+2413F-HRTimeline
WOODSTOCK CORP682$419K0.04%-2913F-HRTimeline
Impact Investors, Inc678$416K0.32%-1313F-HRTimeline
KG Capital Management678$416K0.13%-41713F-HRTimeline
Canvas Wealth Advisors, LLC713$416K0.11%+12213F-HRTimeline
Capital Advisors, Ltd. LLC678$416K0.05%+1413F-HRTimeline
Sigma Planning Corp676$415K0.01%-17413F-HRTimeline
Integrated Investment Consultants, LLC674$414K0.08%-39213F-HR/ATimeline