Skip to content

INTU INTUIT

Follow

COM (common), issuer CIK 896878

2,212 managers (2,271 13F filers) reported a position in INTU shares at 2025-12-31, 243,759,037 shares in all. 123 filers opened a position and 151 filers sold out during the quarter.

Managers
2,212
13F filers
2,271
New
123
Added
924
Reduced
798
Sold out
151
Shares held by filers
243,759,037

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MMBG INVESTMENT ADVISORS CO.1,345$891K0.08%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,338$886K0.03%013F-HRTimeline
Pinnacle West Asset Management, Inc.1,338$886K0.58%-2713F-HRTimeline
Harbor Group, Inc.1,329$880K0.13%013F-HRTimeline
Gradient Capital Advisors, LLC1,326$879K0.23%+61413F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.1,325$878K0.06%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,323$877K0.59%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,323$876K0.02%+8313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,321$875K0.07%+9113F-HRTimeline
Pure Financial Advisors, LLC1,320$874K0.01%-48413F-HRTimeline
Modern Wealth Management, LLC1,318$874K0.02%+41013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,318$873K0.28%+46513F-HRTimeline
EASTERN BANK1,318$873K0.02%+24113F-HRTimeline
Advisory Advocates, LLC1,315$871K0.87%13F-HRTimeline
Gratus Wealth Advisors, LLC1,307$866K0.12%-9013F-HRTimeline
Mesirow Financial Investment Management…1,307$866K0.02%-2713F-HRTimeline
Park Capital Management, LLC / WI1,306$865K0.62%+613F-HRTimeline
SG Trading Solutions, LLC1,305$864K0.2%13F-HRTimeline
Bridgewater Advisors Inc.1,641$861K0.06%-3813F-HRTimeline
TOWNSQUARE CAPITAL LLC1,296$859K0.19%-1,95113F-HRTimeline
Pallas Capital Advisors LLC1,295$858K0.03%-1,73513F-HRTimeline
West Family Investments, Inc.1,295$858K0.2%-5213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,288$853K0.1%+11413F-HRTimeline
Koshinski Asset Management, Inc.1,280$848K0.05%-17213F-HRTimeline
Alteri Wealth LLC1,280$848K0.27%+513F-HRTimeline
PARTHENON LLC1,275$845K0.09%-40013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,272$843K0.19%013F-HRTimeline
SPINNAKER TRUST1,271$842K0.05%+6713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC1,265$838K0.27%013F-HRTimeline
Hoxton Planning & Management, LLC1,264$837K0.25%-1113F-HRTimeline
Heritage Trust Co1,264$837K0.09%+513F-HRTimeline
First National Trust Co1,264$837K0.03%+13413F-HRTimeline
Institute for Wealth Management, LLC.1,258$833K0.09%-913F-HRTimeline
Worthington Financial Partners, LLC1,253$830K0.73%13F-HRTimeline
Greenland Capital Management LP1,250$828K0.12%new13F-HRTimeline
71 West Capital Partners1,247$826K0.04%13F-HRTimeline
Avior Wealth Management, LLC1,246$825K0.03%+15113F-HRTimeline
HCR Wealth Advisors1,245$825K0.08%+4013F-HRTimeline
Carnegie Investment Counsel1,243$824K0.02%+8713F-HRTimeline
Magnus Financial Group LLC1,240$821K0.06%+1513F-HRTimeline
Garden State Investment Advisory Servic…1,231$818K0.19%-8213F-HRTimeline
SmartHarvest Portfolios, LLC1,231$815K0.28%13F-HRTimeline
North Star Investment Management Corp.1,227$813K0.05%+1613F-HRTimeline
CM WEALTH ADVISORS LLC1,226$812K0.18%new13F-HRTimeline
STF Management LP1,224$811K0.76%-3,01113F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,223$810K0.07%013F-HRTimeline
Gibbs Wealth Management1,247$807K0.2%-15513F-HRTimeline
Parkside Financial Bank & Trust1,217$806K0.06%+1713F-HRTimeline
Verity & Verity, LLC1,211$802K0.06%+52413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,200$795K0.01%013F-HRTimelineGroup
Freemont Management S.A.1,200$795K0.16%+80013F-HRTimeline
AlphaQuest LLC1,199$794K0.04%-36413F-HRTimeline
Aprio Wealth Management, LLC1,179$793K0.05%+26013F-HRTimeline
TOWER TRUST & INVESTMENT Co1,195$792K0.5%+28413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,185$785K0.05%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,180$781K0.21%+19013F-HRTimeline
LEE DANNER & BASS INC1,179$781K0.06%-113F-HRTimeline
OmniStar Financial Group, Inc.1,178$781K0.46%+13813F-HRTimeline
111 Capital1,170$775K0.17%new13F-HRTimeline
Simplicity Wealth,LLC1,167$773K0.05%+13913F-HRTimeline
New Hampshire Trust1,159$768K0.15%-3913F-HRTimeline
AMG National Trust Bank1,157$766K0.02%-12213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,151$762K0.14%+3613F-HRTimeline
Connecticut Wealth Management, LLC1,149$761K0.03%-213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,134$760K0.05%new13F-HRTimeline
Meridian Wealth Management, LLC1,142$756K0.03%-2913F-HRTimeline
Compagnie Lombard Odier SCmA1,140$755K0.01%-83313F-HRTimeline
Rehmann Capital Advisory Group1,136$753K0.04%+9313F-HRTimeline
PFC CAPITAL GROUP, INC.1,125$745K0.31%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,120$742K0.04%+913F-HRTimeline
South Dakota Investment Council1,116$739K0.01%-8013F-HRTimeline
Strategic Wealth Partners, Ltd.1,114$738K0.05%-11613F-HRTimeline
B. Riley Wealth Advisors, Inc.1,114$738K0.03%+6113F-HRTimeline
Precision Wealth Strategies, LLC1,111$736K0.24%+4413F-HRTimeline
Values First Advisors, Inc.1,109$734K0.38%+16613F-HRTimeline
LVW Advisors, LLC1,108$734K0.07%+1413F-HRTimeline
Sovran Advisors, LLC1,320$732K0.06%+913F-HRTimeline
VANCE WEALTH, LLC1,105$732K0.22%+613F-HR/ATimeline
Regent Peak Wealth Advisors LLC1,104$732K0.14%+1513F-HRTimeline
Malaga Cove Capital, LLC1,101$729K0.25%-8713F-HRTimeline
Integrated Advisors Network LLC1,100$729K0.03%-23713F-HRTimeline
Waterloo Capital, L.P.1,095$725K0.05%-14713F-HRTimeline
Breakwater Capital Group1,092$723K0.1%-1813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,089$721K0.12%+34313F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,088$721K0.26%-28013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC1,087$720K0.13%+54113F-HRTimeline
Virtue Capital Management, LLC1,136$715K0.11%-18,64313F-HR/ATimeline
American Trust1,078$714K0.06%-1813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,077$714K0.03%-6413F-HRTimeline
NEVILLE RODIE & SHAW INC1,069$708K0.05%-11013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,067$707K+485Timeline
Red Door Wealth Management, LLC1,066$706K0.07%-513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,064$705K0.14%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,056$700K0.15%-67113F-HRTimeline
Van Hulzen Asset Management, LLC1,052$697K0.05%+513F-HRTimeline
Clearstead Trust, LLC1,047$694K0.11%-5013F-HRTimeline
Abacus Wealth Partners, LLC1,045$692K0.07%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC1,043$691K0.03%-6913F-HRTimeline
Exane Asset Management887$690K0.15%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,037$687K0.04%-3713F-HRTimelineGroup
MorganRosel Wealth Management, LLC1,037$687K0.17%-49113F-HRTimeline
Wharton Business Group, LLC1,035$686K0.03%013F-HRTimeline
SYM FINANCIAL Corp1,032$684K0.07%-23413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,026$680K0.02%+713F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,019$675K0.04%-12,38913F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,017$674K0.01%-3,31813F-HRTimelineGroup
New Republic Capital, LLC1,016$673K0.18%+53813F-HRTimeline
Trevian Wealth Management LLC1,014$672K0.32%+413F-HRTimeline
Larson Financial Group LLC1,013$671K0.02%-2413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,013$671K0.04%-1113F-HRTimeline
Heritage Wealth Advisors1,012$671K0.03%-7213F-HRTimeline
FORA Capital, LLC239$670K0.08%new13F-HRTimeline
Capital Investment Advisory Services, L…1,009$668K0.05%+9713F-HRTimeline
Pettee Investors, Inc.1,001$663K0.37%013F-HRTimeline
RBF Capital, LLC1,000$662K0.03%013F-HR/ATimeline
Interchange Capital Partners, LLC998$662K0.12%-4213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC997$660K0.17%-11113F-HRTimelineGroup
Aventura Private Wealth, LLC990$656K0.24%-7713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.988$654K0.36%+46513F-HRTimeline
Clarius Group, LLC988$654K0.04%-41113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…987$654K0.05%+2713F-HRTimeline
CHICAGO TRUST Co NA985$652K0.1%+7513F-HRTimeline
Northern Financial Advisors Inc978$648K0.74%-21013F-HRTimeline
4WEALTH ADVISORS, INC.974$645K0.56%+5713F-HRTimeline
Founders Financial Alliance, LLC969$642K0.12%+113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…969$642K0.09%013F-HRTimelineGroup
Keating Financial Advisory Services, In…968$641K0.09%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …967$641K0.01%-1613F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC965$639K0.11%-8613F-HRTimelineGroup
Bell Investment Advisors, Inc962$637K0.1%+3713F-HRTimeline
PITCAIRN COgroup of 2 filers holding962$637K-5,791Timeline
PRELUDE CAPITAL MANAGEMENT, LLC961$637K0.05%+44713F-HRTimeline
PLIMOTH TRUST CO LLC961$637K0.14%-10013F-HRTimeline
EVERPAR ADVISORS LLC961$637K0.24%+5613F-HRTimeline
Plancorp, LLC957$634K0.02%-3713F-HRTimeline
Versant Capital Management, Inc957$634K0.08%+16813F-HRTimeline
Congress Park Capital LLC955$633K0.19%+4013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO955$633K0.17%-24013F-HRTimeline
CERTUITY, LLC954$632K0.04%-4813F-HRTimeline
Aviso Financial Inc.953$631K0.02%+313F-HRTimeline
Financial Advisors Network, Inc.948$628K0.09%-2113F-HRTimeline
Horizon Family Wealth, Inc.948$628K0.33%+213F-HRTimeline
Brucke Financial, Inc.948$628K0.34%-9513F-HRTimeline
Prosperity Consulting Group, LLC947$627K0.03%+8313F-HRTimeline
MONECO ADVISORS, LLC944$626K0.05%-3113F-HRTimeline
17 CAPITAL PARTNERS, LLC942$624K0.32%-9013F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc940$623K0.01%+19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1ST SOURCE BANK938$621K0.03%-14613F-HRTimeline
BDFS Capital LLC934$619K0.31%13F-HRTimeline
Edgestream Partners, L.P.934$619K0.02%-86513F-HRTimeline
Moors & Cabot, Inc.930$616K0.03%+9213F-HRTimeline
Formidable Asset Management, LLC929$615K0.09%013F-HRTimeline
Coign Capital Advisors LLC928$615K0.32%+3613F-HRTimeline
DENALI ADVISORS LLC927$614K0.07%-1113F-HRTimeline
Hardy Reed LLC924$612K0.04%+5713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…924$612K0.12%+3313F-HRTimeline
Range Advisory, LLC920$609K0.16%13F-HRTimeline
Expressive Wealth LLC917$607K0.66%13F-HRTimeline
Evercore Wealth Management, LLC916$607K0.01%013F-HRTimeline
Charter Oak Capital Management, LLC915$606K0.05%-513F-HRTimeline
Parcion Private Wealth LLC915$606K0.04%-7313F-HRTimeline
PFG Investments, LLC915$606K0.03%+1813F-HRTimeline
Permanens Capital L.P.914$605K0.08%new13F-HRTimeline
Eagle Wealth Advisors LLC911$603K0.51%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC907$601K0.23%-10113F-HRTimeline
Wealth Architects, LLC905$600K0.05%-16613F-HRTimeline
GODSEY & GIBB, INC905$599K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/905$599K0.06%+34913F-HRTimeline
Hilton Head Capital Partners, LLC905$599K0.35%13F-HRTimeline
Bond & Devick Financial Network, Inc.904$599K0.17%-113F-HRTimeline
Elevated Capital Advisors, LLC903$598K0.14%-16813F-HRTimeline
Lifeworks Advisors, LLC903$598K0.08%+30113F-HRTimeline
Supplemental Annuity Collective Trust o…900$596K0.15%013F-HRTimeline
Three Seasons Wealth, LLC899$596K0.06%+3713F-HRTimeline
Gen-Wealth Partners Inc898$595K0.19%-42613F-HRTimeline
Tyche Wealth Partners LLC896$593K0.09%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC890$590K0.03%+1313F-HRTimeline
Foundry Financial LLC888$588K0.31%13F-HRTimeline
Revolve Wealth Partners, LLC888$588K0.07%+1513F-HRTimeline
SBI Securities Co., Ltd.888$588K0.02%+13213F-HRTimeline
Wellspring Financial Advisors, LLC886$587K0.05%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC882$584K0.02%+1813F-HRTimeline
Caldwell Trust Co880$583K0.05%013F-HRTimeline
SUMMITRY LLC879$582K0.02%+1913F-HRTimeline
Beaumont Financial Advisors, LLC874$579K0.04%+2713F-HRTimeline
Wellington Grp LLC874$579K0.19%13F-HR/ATimeline
Verity Asset Management, Inc.872$578K0.25%-63413F-HRTimeline
Sunbelt Securities, Inc.867$574K0.04%+5013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC862$571K0.01%-6113F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/859$569K0.48%013F-HRTimeline
Texas Bank & Trust Co858$568K0.21%+2013F-HRTimeline
Sivia Capital Partners, LLC856$567K0.11%-18313F-HRTimeline
Bank of Marin856$567K0.39%-6713F-HRTimeline
Bull Oak Capital, LLC855$566K0.23%013F-HRTimeline
SS&H Financial Advisors, Inc.855$566K0.17%-9113F-HRTimeline
NOVEM GROUP851$563K0.07%-22213F-HRTimeline
Prentice Wealth Management LLC850$563K0.13%+2213F-HRTimeline
Traynor Capital Management, Inc.849$562K0.03%-4013F-HRTimeline
Veery Capital, LLC848$562K0.17%+313F-HRTimeline
Fortune Financial Advisors, LLC847$561K0.38%+1413F-HRTimeline