Skip to content
Disclosery

INTU INTUIT

Follow

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
JACKSON SQUARE CAPITAL, LLC425$261K0.08%013F-HRTimeline
J. W. Coons Advisors, LLC424$260K0.07%-12113F-HRTimeline
Amplius Wealth Advisors, LLC424$260K0.03%+1613F-HRTimeline
EARNED WEALTH ADVISORS, LLC423$260K0.06%new13F-HRTimeline
Ledyard National Bank423$260K0.03%-5213F-HRTimeline
CAPITAL ADVISORS INC/OK422$259K0.01%-8913F-HRTimeline
Scarborough Advisors, LLC421$258K0.04%+113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC419$257K0.1%+5613F-HRTimeline
Emerald Advisors, LLC418$256K0.03%+4413F-HRTimeline
Seek First Inc.417$256K0.23%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.417$256K0.07%+713F-HRTimeline
Putney Financial Group LLC417$256K0.27%013F-HRTimeline
FULLCIRCLE WEALTH LLC414$256K0.11%new13F-HRTimeline
Values Added Financial LLC416$255K0.14%-313F-HRTimeline
Pallas Capital Advisors LLC415$255K0.01%new13F-HRTimeline
Pure Financial Advisors, LLC415$255K0.01%+9013F-HRTimeline
Concentrum Wealth Management415$255K0.09%-2413F-HRTimeline
Stonebrook Private Inc.414$254K0.07%+2113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC413$254K0.09%+313F-HRTimeline
Etesian Wealth Advisors, Inc.413$254K0.11%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC412$253K0.02%-1313F-HRTimeline
Journey Advisory Group, LLC411$252K0.02%-65213F-HRTimeline
True North Advisors, LLC409$251K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC408$251K0.04%-2,76513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp408$251K0.01%+913F-HRTimelineGroup
One Capital Management, LLC406$249K0.01%new13F-HRTimeline
Pine Harbor Wealth Management, LLC404$248K0.1%+113F-HRTimeline
ASPIRIANT, LLC403$248K0.01%-21613F-HRTimeline
Canopy Partners, LLC402$247K0.1%+1113F-HRTimeline
Baker Avenue Asset Management, LP402$247K0.01%+1513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC401$246K0.18%013F-HRTimeline
HALL LAURIE J TRUSTEE400$246K0.09%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC400$246K0.03%013F-HRTimeline
Linscomb Wealth, Inc.400$246K0.01%+1513F-HRTimeline
Fortis Advisors, LLC400$246K0.16%013F-HRTimeline
Petix & Botte Co400$246K0.06%013F-HRTimeline
Luminvest Wealth Management LLC400$246K0.1%013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…397$244K0.01%013F-HRTimeline
LifePlan Investment Advisors, Inc.396$243K0.14%+213F-HRTimeline
Portfolio Design Labs, LLC395$243K0.05%-82113F-HRTimeline
Jaffetilchin Investment Partners, LLC394$242K0.02%-1013F-HRTimeline
Gemmer Asset Management LLC393$241K0.02%-8713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…392$241K0.03%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.392$241K0.03%+113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC390$240K0.01%+2413F-HRTimeline
Texas Yale Capital Corp.390$239K0.01%new13F-HRTimeline
Red Wave Investments LLC389$239K0.09%-113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC389$239K0.25%-56713F-HRTimeline
Aries Wealth Management388$238K0.06%new13F-HRTimeline
Solidarity Wealth, LLC388$238K0.06%013F-HRTimeline
IFG Advisory, LLC387$238K0.01%-1313F-HRTimeline
Abel Hall, LLC385$236K0.14%new13F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…382$235K<0.01%-1,20113F-HRTimeline
Goldstein Advisors, LLC382$234K0.03%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC381$234K0.02%+1213F-HRTimeline
CHANNEL WEALTH LLC380$233K0.07%new13F-HRTimeline
Hartmann Taylor Wealth Management, LLC380$233K0.21%13F-HRTimeline
LMCG INVESTMENTS, LLC378$232K0.02%-2913F-HRTimeline
SELDON CAPITAL LP378$232K0.15%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC377$231K0.01%-14513F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …377$231K0.03%-29013F-HRTimelineGroup
Quantum Financial Advisors, LLC377$231K0.03%-1513F-HRTimeline
SCS Capital Management LLC376$231K<0.01%new13F-HR/ATimeline
Compass Ion Advisors, LLC375$230K0.03%+513F-HRTimeline
Advanced Asset Management Advisors Inc375$230K0.06%013F-HRTimeline
WEST BANCORPORATION INC375$230K0.16%-413F-HRTimeline
BIP Wealth, LLC375$230K0.02%-113F-HRTimeline
DSG Capital Advisors, LLC375$230K0.05%-1013F-HRTimeline
Claret Asset Management Corp374$230K0.03%-213F-HRTimeline
Creekmur Asset Management LLC375$230K0.05%+35013F-HRTimeline
Castle Rock Wealth Management, LLC375$230K0.06%+313F-HRTimeline
GRANDFIELD & DODD, LLC373$229K0.01%-13013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC373$229K0.05%-30013F-HRTimeline
CFO4Life Group, LLC373$229K0.04%+2813F-HRTimeline
Covenant Asset Management, LLC371$228K0.06%-3,82613F-HRTimeline
CoreCap Advisors, LLC371$228K0.01%-14013F-HRTimeline
Ranch Capital Advisors Inc.370$227K0.11%-4813F-HRTimeline
Empirical Asset Management, LLC370$227K0.08%new13F-HRTimeline
SGL Investment Advisors, Inc.344$226K0.12%-1013F-HRTimeline
Sandy Cove Advisors, LLC367$225K0.09%+3213F-HRTimeline
Wolf Group Capital Advisors367$225K0.08%new13F-HRTimeline
Heritage Investment Group, Inc.363$223K0.04%013F-HRTimeline
Atlas Brown,Inc.363$223K0.08%+913F-HRTimeline
Pinnacle Bancorp, Inc.362$222K0.07%013F-HRTimeline
Crown Wealth Group, LLC362$222K0.12%-3313F-HRTimeline
XML Financial, LLC360$221K0.02%-3513F-HRTimeline
Burton Enright Welch360$221K0.04%-113F-HRTimeline
OPTIMIZE FINANCIAL INC.355$218K0.16%new13F-HR/ATimeline
RENASANT BANK354$217K0.14%+513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC354$217K0.09%new13F-HRTimeline
Great Diamond Partners, LLC354$217K0.06%-27313F-HRTimeline
BANK OF STOCKTON353$217K0.07%013F-HRTimeline
RHS Financial, LLC353$217K0.12%-1713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…352$216K0.01%new13F-HRTimelineGroup
Twelve Points Wealth Management LLC352$216K0.06%+213F-HRTimeline
Avanza Fonder AB348$216K0.01%-1813F-HRTimeline
Successful Portfolios LLC351$216K0.15%-713F-HRTimeline
New Century Financial Group, LLC350$215K0.25%-63613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC350$215K0.05%-1413F-HRTimeline
Sound Income Strategies, LLC348$214K0.01%+1113F-HRTimeline
North Forty Two & Co.348$214K0.24%013F-HRTimeline
NFSG Corp348$213K0.05%-1413F-HRTimeline
Clarkston Capital Partners, LLC346$212K<0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC346$212K0.09%new13F-HRTimeline
Braun-Bostich & Associates Inc.341$209K0.15%-3213F-HRTimeline
Leo Wealth, LLC340$209K0.03%-5113F-HRTimeline
Ausdal Financial Partners, Inc.340$209K0.02%-113F-HRTimeline
Ignite Planners, LLC335$209K0.04%-11713F-HRTimeline
Echo45 Advisors LLC340$209K0.14%new13F-HRTimeline
Onyx Bridge Wealth Group LLC339$208K0.03%-313F-HRTimeline
Sunpointe, LLC339$208K0.11%+413F-HRTimeline
Royal Fund Management, LLC338$208K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.337$207K0.01%-913F-HRTimeline
YANKCOM Partnership337$207K0.11%+5113F-HRTimeline
Chancellor Financial Group WB LP337$207K0.17%013F-HRTimeline
Golden State Wealth Management, LLC336$206K0.03%+113F-HR/ATimeline
Sandy Spring Bank336$206K0.01%013F-HRTimeline
Five Oceans Advisors336$206K0.1%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…336$206K0.18%new13F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC335$206K0.02%-1713F-HRTimeline
Westfuller Advisors, LLC333$205K0.14%013F-HRTimeline
Astoria Portfolio Advisors LLC.343$204K0.07%new13F-HRTimeline
Park Place Capital Corp332$204K0.06%+2213F-HRTimeline
Galvin, Gaustad & Stein, LLC332$204K0.02%013F-HRTimeline
May Hill Capital, LLC331$203K0.08%-7113F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.331$203K0.06%new13F-HR/ATimeline
PUREfi Wealth, LLC329$202K0.2%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC329$202K0.17%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC327$201K0.02%013F-HRTimeline
Optivise Advisory Services LLC327$201K0.11%new13F-HRTimeline
Osprey Private Wealth LLC325$200K0.12%013F-HRTimeline
WPG Advisers, LLC322$198K0.18%-9213F-HRTimeline
Nova Wealth Management, Inc.320$196K0.17%-6113F-HR/ATimeline
Hemington Wealth Management315$193K0.03%+1513F-HRTimeline
Riverview Trust Co313$192K0.19%-713F-HRTimeline
Physician Wealth Advisors, Inc.304$187K0.03%-1913F-HRTimeline
Berbice Capital Management LLC300$184K0.16%-33813F-HRTimeline
Catherine Avery Investment Management L…300$184K0.17%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.300$184K<0.01%new13F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd296$182K<0.01%+513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
DT Investment Partners, LLC295$181K0.02%013F-HRTimeline
AdvisorNet Financial, Inc289$178K0.01%+1313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…285$175K0.07%+4913F-HRTimeline
Center for Financial Planning, Inc.283$174K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC282$173K0.04%-6613F-HRTimeline
Versant Capital Management, Inc282$173K0.03%-1313F-HRTimeline
Global Financial Private Client, LLC275$169K0.06%+10313F-HRTimeline
Murphy & Mullick Capital Management Corp269$165K0.16%-313F-HRTimeline
Covestor Ltd262$161K0.11%-4313F-HRTimeline
Wayfinding Financial, LLC257$157K0.07%new13F-HRTimeline
Western Pacific Wealth Management, LP255$157K0.14%+813F-HRTimeline
Rise Advisors, LLC244$150K0.07%+2513F-HRTimeline
ORG Partners LLC235$144K0.04%+1113F-HRTimeline
S&T Bank/PA231$142K0.05%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…231$142K<0.01%+4313F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN228$140K0.01%013F-HRTimeline
Main Street Group, LTD227$139K0.05%013F-HRTimeline
Archer Investment Corp215$132K0.03%+20013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC207$127K0.01%013F-HRTimelineGroup
North Capital, Inc.206$126K0.12%13F-HRTimeline
Hillsdale Investment Management Inc.202$124K0.01%-6013F-HRTimeline
Cornerstone Planning Group LLC208$124K0.03%+13313F-HRTimeline
Financial Network Wealth Advisors LLC201$123K0.16%+5413F-HRTimeline
Peoples Bank/KS200$123K0.08%013F-HRTimeline
Birch Capital Management, LLC197$121K0.06%013F-HRTimeline
Brown Shipley& Co Ltd193$118K0.07%013F-HRTimeline
Continuum Advisory, LLC191$117K0.02%+813F-HRTimeline
Private Wealth Asset Management, LLC188$115K0.02%13F-HRTimeline
General Partner, Inc.187$115K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co180$111K0.04%013F-HRTimeline
Avalon Trust Co177$109K0.01%013F-HRTimeline
IMG Wealth Management, Inc.177$109K0.1%-2813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …176$108K0.21%+1213F-HRTimeline
WASHINGTON TRUST Co175$108K<0.01%+313F-HRTimeline
SIERRA OCEAN, LLC175$107K0.08%-1413F-HRTimeline
Hexagon Capital Partners LLC170$104K0.02%-8013F-HRTimeline
GKV Capital Management Co., Inc.170$104K0.05%013F-HR/ATimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management161$98.9K0.02%13F-HRTimelineGroup
GW&K Investment Management, LLC159$98K<0.01%+1413F-HRTimeline
Coastline Trust Co153$93.9K0.01%-10513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plante Moran Financial Advisors, LLC152$93.3K0.01%-19413F-HRTimeline
Independence Bank of Kentucky150$92.1K0.01%-2513F-HRTimeline
LANARK FINANCIAL, INC.151$92K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$92K0.03%013F-HRTimeline
West Branch Capital LLC150$91.8K0.03%+13513F-HRTimeline
VEGA INVESTMENT SOLUTIONS141$86.6K0.02%new13F-HRTimeline
Private Wealth Management Group, LLC138$84.7K0.03%+113F-HRTimeline
CURIO WEALTH, LLC1$84.2K0.62%-13313F-HRTimeline
NewSquare Capital LLC133$81.7K0.01%+9013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.131$80K0.07%+10813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…125$76.7K0.03%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators124$76.1K0.04%+1013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…118$72.5K0.05%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC117$71.8K0.05%013F-HRTimeline
Financial Management Professionals, Inc.116$71.2K0.01%+1813F-HRTimeline
HHM Wealth Advisors, LLC115$70.6K0.01%+5613F-HRTimeline
SJS Investment Consulting Inc.115$70.6K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/114$70K0.03%013F-HRTimeline
Addison Advisors LLC113$69.4K0.02%-713F-HRTimeline
Clark Wealth Partners113$69.1K0.05%-1313F-HRTimeline