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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
Planned Solutions, Inc.672$413K0.17%013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC669$411K0.35%-62513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp667$409K0.02%+8713F-HRTimelineGroup
Unique Wealth Strategies, LLC666$409K0.19%-413F-HRTimeline
Crews Bank & Trust665$408K0.07%013F-HRTimeline
Saranac Partners Ltd665$408K0.23%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.657$403K0.02%+34713F-HRTimelineGroup
Verity & Verity, LLC654$402K0.04%new13F-HRTimeline
Blue Trust, Inc.648$398K0.01%-40013F-HRTimeline
Thomasville National Bank646$397K0.03%-313F-HRTimeline
Winthrop Advisory Group LLC645$396K0.05%-2013F-HRTimeline
Latko Wealth Management, Ltd.641$394K0.26%-1413F-HRTimeline
Accelerate Investment Advisors LLC641$394K0.33%-413F-HRTimeline
Newman Dignan & Sheerar, Inc.640$393K0.11%+4013F-HR/ATimeline
St. Louis Trust Co640$393K0.06%-3413F-HRTimeline
Heritage Trust Co640$393K0.05%+413F-HRTimeline
Hummer Financial Advisory Services Inc640$393K0.32%013F-HRTimeline
Brooklyn FI, LLC640$393K0.12%-9413F-HRTimeline
Performance Wealth Partners, LLC636$390K0.01%-3013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC638$389K0.11%-92013F-HRTimeline
Diversified Enterprises, LLC632$388K0.03%+31313F-HRTimeline
Pacific Wealth Management629$386K0.21%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC628$386K0.21%-2,83113F-HRTimeline
Caitlin John, LLC627$385K0.38%-22813F-HRTimeline
Accurate Wealth Management, LLC653$384K0.07%-1,32413F-HRTimeline
WP Advisors, LLC624$383K0.13%+113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC621$381K0.03%-1813F-HR/ATimeline
Advisor Resource Council680$381K0.03%new13F-HRTimeline
Cercano Management LLC619$380K0.01%013F-HRTimeline
Bigelow Investment Advisors, LLC618$379K0.18%-13613F-HRTimeline
CVA Family Office, LLC615$378K0.06%+4313F-HRTimeline
Diversified Investment Strategies, LLC614$377K0.26%013F-HRTimeline
Riverwater Partners LLC614$377K0.19%-8013F-HRTimeline
Manchester Capital Management LLC613$377K0.05%+9113F-HRTimeline
Mason Investment Advisory Services, Inc.613$376K0.02%-19113F-HRTimeline
Valtinson Bruner Financial Planning LLC612$376K0.13%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT610$374K0.07%-51613F-HRTimeline
David Wealth Management LLC609$374K0.31%013F-HRTimeline
Simmons Bankin group Simmons Bank608$373K0.03%-24213F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC607$373K0.01%013F-HRTimelineGroup
MRA Advisory Group607$373K0.2%+14613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding606$372K-453Timeline
Bragg Financial Advisors, Inc604$371K0.02%-213F-HRTimeline
Columbia Asset Management602$370K0.08%013F-HRTimeline
East Coast Asset Management, LLC.600$368K0.13%013F-HRTimeline
Gordian Advisors LLC600$368K0.29%013F-HRTimeline
Select Asset Management & Trust600$368K0.15%013F-HRTimeline
TCI Wealth Advisors, Inc.598$367K0.03%-2613F-HRTimeline
Beacon Bank & Trust598$367K0.09%-413F-HRTimeline
Gradient Capital Advisors, LLC597$367K0.12%+813F-HRTimeline
Beaumont Financial Advisors, LLC595$365K0.03%-17213F-HRTimeline
Fortitude Family Office, LLC594$365K0.13%-1813F-HRTimeline
United Advisor Group, LLC594$365K0.07%+23513F-HRTimeline
Perennial Investment Advisors, LLC593$364K0.04%-1913F-HRTimeline
CAMDEN NATIONAL BANK593$364K0.05%-3113F-HRTimeline
Belpointe Asset Management LLC590$362K0.02%+2013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC590$362K0.01%+913F-HRTimeline
NovaPoint Capital, LLC588$361K0.11%-11713F-HRTimeline
3Chopt Investment Partners, LLC587$360K0.09%new13F-HRTimeline
New England Research & Management, Inc.586$360K0.18%+1113F-HRTimeline
Busey Bank583$358K0.01%+2713F-HRTimeline
Cable Hill Partners, LLC570$358K0.03%+11013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …582$357K0.01%-7913F-HRTimelineGroup
PROFFITT & GOODSON INC582$357K0.06%+1113F-HRTimeline
Cedar Mountain Advisors, LLC580$356K0.08%-113F-HRTimeline
AVISO WEALTH MANAGEMENT579$356K0.19%+21713F-HRTimeline
Bremer Bank National Association577$354K0.06%+11313F-HRTimeline
Elyxium Wealth, LLC572$351K0.16%new13F-HRTimeline
Telos Capital Management, Inc.570$350K0.04%-3013F-HRTimeline
Security Financial Services, INC.569$349K0.07%+6313F-HRTimeline
High Falls Advisors, Inc566$348K0.08%013F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC566$348K0.15%013F-HRTimeline
COUNTRY CLUB BANK580$347K0.02%013F-HRTimeline
Aprio Wealth Management, LLC565$347K0.04%+5613F-HRTimeline
LongView Asset Management LLC563$346K0.3%013F-HRTimeline
New Millennium Group LLC562$345K0.23%-2,11313F-HRTimeline
BURNEY CO/562$345K0.01%+13613F-HRTimeline
Wealth Management Associates, Inc.562$345K0.15%-513F-HRTimeline
Soltis Investment Advisors LLC559$343K0.03%+10413F-HRTimeline
D'Orazio & Associates, Inc.556$341K0.05%+3913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.554$340K0.01%new13F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.553$340K0.22%-54013F-HRTimeline
AGH Wealth Advisors, LLC550$338K0.33%-4913F-HRTimeline
Jacobsen Capital Management550$338K0.15%+3513F-HRTimeline
Truvestments Capital LLC550$338K0.07%-53713F-HRTimeline
Brady Martz Wealth Solutions, LLC550$338K0.08%+213F-HRTimeline
Scissortail Wealth Management, LLC547$336K0.09%-25013F-HRTimeline
LIBRA WEALTH LLC547$336K0.13%013F-HRTimeline
Authentikos Wealth Advisory, LLC546$335K0.26%013F-HR/ATimeline
Tranquility Partners, LLC545$335K0.13%+513F-HRTimeline
Vigilare Wealth Management544$334K0.13%-2913F-HRTimeline
Wealth Management Partners, LLC542$333K0.15%-2313F-HRTimeline
Tufton Capital Management539$331K0.06%013F-HRTimeline
Inscription Capital, LLC506$329K0.05%13F-HRTimeline
Endowment Wealth Management, Inc.534$328K0.21%+1113F-HRTimeline
NTV Asset Management LLC531$326K0.04%+17613F-HRTimeline
Foundations Investment Advisors, LLC530$326K0.01%-13613F-HRTimeline
SOMERVILLE KURT F530$325K0.06%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV530$325K0.05%-6613F-HRTimeline
MBB PUBLIC MARKETS I LLC526$323K0.04%new13F-HR/ATimeline
MFA Wealth Services526$323K0.27%-5913F-HRTimeline
Simplicity Wealth,LLC524$322K0.03%-4413F-HRTimeline
Capital Investment Counsel, LLC524$322K0.05%+4413F-HRTimeline
Trivium Point Advisory, LLC523$321K0.04%+8713F-HRTimeline
Powell Investment Advisors, LLC523$321K0.16%013F-HRTimeline
SageView Advisory Group, LLC522$321K0.01%+413F-HRTimeline
WOLFF WIESE MAGANA LLC521$320K0.22%+1613F-HRTimeline
SHERBROOKE PARK ADVISERS LLC521$320K0.15%+8313F-HRTimeline
Ethos Financial Group, LLC508$319K0.03%013F-HRTimeline
Kuhn & Co Investment Counsel520$319K0.27%-2813F-HRTimeline
BBR PARTNERS, LLC516$317K0.02%+2213F-HRTimeline
Rosenberg Matthew Hamilton513$315K0.08%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC512$314K0.06%-4213F-HRTimeline
Elgethun Capital Management506$311K0.07%-7513F-HRTimeline
Permanens Capital L.P.505$310K0.06%new13F-HRTimeline
Sunflower Bank, N.A.502$308K0.09%+813F-HRTimeline
Lifeworks Advisors, LLC501$307K0.05%+18013F-HRTimeline
K.J. Harrison & Partners Inc500$307K0.06%013F-HRTimeline
Callan Capital, LLC500$307K0.02%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC498$306K0.07%+2913F-HRTimeline
Sandhill Capital Partners LLC497$305K0.03%013F-HRTimeline
LRI Investments, LLC496$305K0.03%-1713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC496$304K0.1%+1113F-HRTimeline
Grunden Financial Advisory, Inc.494$303K0.15%013F-HRTimeline
Lionshead Wealth Management, LLC494$303K0.32%-5813F-HRTimeline
Kathmere Capital Management, LLC492$302K0.03%+5413F-HRTimeline
Alta Wealth Advisors LLC491$302K0.14%+1513F-HRTimeline
Blue Sky Capital Consultants Group, Inc.489$300K0.2%-4113F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …488$300K0.21%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC487$299K0.13%-1813F-HRTimeline
Venture Visionary Partners LLC486$298K0.01%-11713F-HRTimeline
Resonant Capital Advisors, LLC485$298K0.02%+5913F-HRTimeline
Glen Eagle Advisors, LLC482$296K0.05%-3513F-HRTimeline
Broadway Wealth Solutions, Inc.481$295K0.22%+2113F-HRTimeline
POSTROCK PARTNERS LLC481$295K0.15%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC479$294K0.07%+3213F-HRTimeline
Capital A Wealth Management, LLC479$294K0.31%+7213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…475$292K0.1%+3513F-HRTimeline
Shepherd Financial Partners LLC474$291K0.03%+5713F-HRTimeline
Synergy Financial Group, LTD470$289K0.26%-413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding470$288K-52Timeline
MN Wealth Advisors, LLC469$288K0.17%new13F-HRTimeline
West Family Investments, Inc.465$286K0.11%-5713F-HRTimeline
Opal Wealth Advisors, LLC464$285K0.09%+1413F-HRTimeline
Prescott Group Capital Management, L.L.…464$285K0.04%new13F-HRTimeline
George Kaiser Family Foundation464$285K0.04%new13F-HRTimeline
Lafayette Investments, Inc.463$284K0.06%+10913F-HRTimeline
Tanager Wealth Management LLP463$284K0.04%+3313F-HRTimeline
United Community Bankin group United Community Bank463$284K0.11%+10813F-HRTimelineGroup
EAGLE WEALTH STRATEGIES LLC462$284K0.17%+613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC462$284K0.09%+5613F-HR/ATimeline
Center For Asset Management LLC461$283K0.17%+3313F-HRTimeline
Wynn Capital, LLC460$282K0.17%-1013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC460$282K0.3%-35013F-HRTimeline
Eagle Strategies LLC459$282K0.05%013F-HRTimeline
KFA Private Wealth Group, LLC458$281K0.1%+313F-HRTimeline
JB Capital LLC456$280K0.02%-313F-HRTimeline
SAGE RHINO CAPITAL LLC456$280K0.06%+1113F-HRTimeline
Oxbow Advisors, LLC455$279K0.03%013F-HRTimeline
National Philanthropic Trust455$279K<0.01%-1213F-HRTimeline
Keebeck Wealth Management455$279K0.04%013F-HRTimeline
Corundum Group, Inc.454$279K0.13%+2413F-HRTimeline
LifeSteps Financial, Inc.454$279K0.23%013F-HRTimeline
Fermata Advisors, LLC453$278K0.05%-11213F-HRTimeline
Benin Management CORP453$278K0.08%013F-HRTimeline
ABLE Financial Group, LLC453$278K0.08%013F-HRTimeline
Kovack Advisors, Inc.451$277K0.03%+813F-HRTimeline
DRW Securities, LLC459$277K0.02%-1,35213F-HRTimeline
Warren Street Wealth Advisors, LLC451$277K0.11%013F-HRTimeline
Western Wealth Management, LLC450$277K0.02%-28713F-HRTimeline
MATRIX ASSET ADVISORS INC/NY450$276K0.03%-25013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$276K0.02%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC450$276K0.01%+813F-HRTimelineGroup
Certified Advisory Corp448$275K0.03%-2113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV446$274K0.04%new13F-HRTimeline
Calydon Capital446$274K0.05%-3813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC446$274K0.02%013F-HRTimeline
ALTFEST L J & CO INC445$273K0.03%+2613F-HRTimeline
Live Oak Private Wealth LLC445$273K0.04%013F-HRTimeline
SP Asset Management LLC445$273K0.02%+113F-HRTimeline
Samalin Investment Counsel, LLC443$272K0.11%+113F-HRTimeline
McLean Asset Management Corp498$271K0.09%-213F-HRTimeline
Purkiss Capital Advisors LLC441$271K0.2%013F-HRTimeline
SEEDS INVESTOR LLC440$270K0.08%-10113F-HRTimeline
New Republic Capital, LLC438$269K0.12%-2213F-HRTimeline
Impact Capital Partners LLC438$269K0.1%-24413F-HRTimeline
180 WEALTH ADVISORS, LLC437$268K0.04%-2213F-HRTimeline
Larson Financial Group LLC436$268K0.01%+22813F-HRTimeline
Gallacher Capital Management LLC432$265K0.13%+3713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC432$265K0.19%-5413F-HRTimeline
Arkos Global Advisors431$265K0.04%new13F-HRTimeline
Tennessee Valley Asset Management Partn…431$265K0.04%013F-HRTimeline
Elser Financial Planning, Inc430$264K0.37%new13F-HRTimeline
BAKER BOYER NATIONAL BANK430$264K0.1%013F-HRTimeline
BlackDiamond Wealth Management, LLC403$264K0.18%-2113F-HRTimeline
West Coast Financial LLC429$263K0.03%+113F-HRTimeline
Concorde Asset Management, LLC439$262K0.14%-10213F-HRTimeline
Acropolis Investment Management, LLC426$262K0.02%+313F-HRTimeline
CIDEL ASSET MANAGEMENT INC426$262K0.02%+3613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA398$261K0.01%+513F-HRTimeline