Stock ownership · SEC 13F · Q4 2025

INTUIT

A breakdown of INTUIT's institutional base (CUSIP 461202103): the holders, the concentration among them, and what changed last quarter.

$47.8M
Reported value
10
Institutions
98%
Top-5 share

The verdict

10 institutional filers report $47.8M of INTUIT on their books as of Q4 2025. INTUIT is a position that stays niche among the institutions we track, and that ownership is held overwhelmingly by a small core of institutions.

10
institutions hold it
$47.8M
reported 13F value
98%
held by top 5
#132
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$47.8M

Institutional 13F value

Institutions

10

Reporting holders

Top-5 concentration

98%

Held by 5 largest

New buyers

8

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%98%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 17.0%

INTUIT is more widely held than about 17% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of INTUIT
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INTUIT position has held steady from 10 to 10 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 10
Distinct 13F filers holding INTUIT, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 62,349 $41.3M 86.4%
2 GROUPAMA ASSET MANAGMENT 3,546 $2.3M 4.9%
3 Anchor Investment Management, LLC 2,633 $1.7M 3.7%
4 DGS Capital Management, LLC 965 $639K 1.3%
5 Bell Investment Advisors, Inc 962 $637K 1.3%
6 BDFS Capital LLC 934 $619K 1.3%
7 MidFirst Bank 594 $393K 0.8%
8 TD Capital Management LLC 105 $70K 0.1%
9 Nolet Wealth Management, LLC 47 $31K 0.1%
10 SG Trading Solutions, LLC 1,305 $864 0.0%

Latest Quarter Activity · Q4 2025

What the data says about INTUIT

A handful of institutions account for most of the reported institutional float here.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put INTUIT in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold INTUIT?
INTUIT is held by 10 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INTUIT?
Institutions report $47.8M of INTUIT as of Q4 2025.
How concentrated is ownership of INTUIT?
The top five institutional holders account for 98% of the reported institutional value in INTUIT, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of INTUIT?
Pacer Advisors, Inc. is the largest reported holder of INTUIT with $41.3M across 62,349 shares as of Q4 2025.
Where does this INTUIT data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.