Who holds INTUticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

INTUIT · COM · quarter ended 2026-03-31 · 27 members disclosed INTU ↗

1,666

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$91.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

853

addsholders whose share count rose or who opened the position (new + add), by shares

428

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of INTU ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.0B	25,475,596	−955,251	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.8B	18,079,151	—	no prior
3	JPMORGAN CHASE & CO	$5.6B	13,098,859	+1,389,075	add
4	STATE STREET CORP	$5.6B	12,962,149	−100,699	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.6B	8,281,599	—	no prior
6	GEODE CAPITAL MANAGEMENT, LLC	$2.9B	6,792,421	+177,882	add
7	MORGAN STANLEY	$2.5B	5,688,825	+587,968	add
8	Invesco Ltd.	$2.0B	4,534,950	+1,082,502	add
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.7B	3,896,561	+1,972,719	add
10	NORTHERN TRUST CORP	$1.4B	3,335,324	−68,426	trim
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	3,118,514	−27,803	trim
12	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$1.3B	3,058,534	0	no change
13	FMR LLC	$1.2B	2,760,331	−10,956	trim
14	Bank of New York Mellon Corp	$1.1B	2,640,479	−150,733	trim
15	EAGLE CAPITAL MANAGEMENT LLC	$1.0B	2,321,165	+1,782,288	add
16	Nuveen, LLC	$993M	2,296,022	−169,108	trim
17	WELLINGTON MANAGEMENT GROUP LLP	$974M	2,253,169	−1,347,775	trim
18	UBS Group AG	$897M	2,074,550	+1,112,851	add
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$894M	2,067,005	+58,573	add
20	Legal & General Group Plc	$886M	2,048,554	−114,526	trim
21	Fisher Asset Management, LLC	$880M	2,035,123	−249,187	trim
22	Janus Henderson Group Ltd.	$848M	1,961,343	−57,395	trim
23	FIL Ltd	$801M	1,852,299	+726,421	add
24	Unisphere Establishment	$783M	1,810,000	+110,000	add
25	BANK OF AMERICA CORP /DE/	$765M	1,768,998	−166,329	trim
26	BARCLAYS PLC	$695M	1,606,315	+59,408	add
27	VANGUARD FIDUCIARY TRUST CO	$694M	1,604,265	—	no prior
28	Amundi	$676M	1,563,158	+484,602	add
29	ALLIANCEBERNSTEIN L.P.	$586M	884,352	−1,489,465	trim
30	WELLS FARGO & COMPANY/MN	$557M	1,287,895	+122,770	add
31	Pictet Asset Management Holding SA	$544M	1,259,170	+234,114	add
32	DEUTSCHE BANK AG\	$539M	1,246,402	−353,471	trim
33	AMERIPRISE FINANCIAL INC	$529M	1,223,747	−400,558	trim
34	VICTORY CAPITAL MANAGEMENT INC	$520M	1,201,979	+62,392	add
35	EDGEWOOD MANAGEMENT LLC	$499M	1,154,334	−204,058	trim
36	BROWN ADVISORY INC	$486M	1,124,863	−1,415,290	trim
37	PRIMECAP MANAGEMENT CO/CA/	$463M	1,071,317	+14,980	add
38	FRANKLIN RESOURCES INC	$459M	1,060,703	−645,624	trim
39	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$379M	836,654	−139,491	trim
40	Clearbridge Investments, LLC	$376M	870,442	−326,094	trim
41	Vontobel Holding Ltd.	$373M	862,615	+219,910	add
42	CITIGROUP INC	$357M	826,720	+60,148	add
43	GENERATION INVESTMENT MANAGEMENT LLP	$356M	823,962	+823,962	new
44	ENVESTNET ASSET MANAGEMENT INC	$355M	820,557	−13,641	trim
45	Swiss National Bank	$353M	816,640	+52,640	add
46	DIMENSIONAL FUND ADVISORS LP	$347M	803,267	+189,884	add
47	ROYAL BANK OF CANADA	$343M	793,203	−1,315,110	trim
48	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$326M	753,125	+312,506	add
49	Lindsell Train Ltd	$317M	733,699	+123,448	add
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$299M	692,446	−127,425	trim
51	Sumitomo Mitsui Trust Group, Inc.	$290M	671,247	−65,708	trim
52	Mitsubishi UFJ Asset Management Co., Ltd.	$286M	661,886	+46,417	add
53	Winslow Capital Management, LLC	$282M	651,617	−258,134	trim
54	National Pension Service	$279M	644,856	+644,856	new
55	Sustainable Growth Advisers, LP	$275M	635,752	−323,849	trim
56	Vanguard Global Advisers, LLC	$265M	612,043	—	no prior
57	BNP Paribas Asset Management Holding S.A.	$264M	611,137	−129,356	trim
58	Swedbank AB	$263M	607,158	−279,269	trim
59	HSBC HOLDINGS PLC	$263M	607,229	−831,285	trim
60	NORDEA INVESTMENT MANAGEMENT AB	$246M	581,503	−50,064	trim
61	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$242M	559,313	+386,133	add
62	1832 Asset Management L.P.	$234M	540,214	+372,936	add
63	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$231M	533,736	+91,345	add
64	CANADA PENSION PLAN INVESTMENT BOARD	$230M	533,033	+372,359	add
65	Universal- Beteiligungs- und Servicegesellschaft mbH	$218M	503,785	+58,641	add
66	AQR CAPITAL MANAGEMENT LLC	$216M	504,431	+225,963	add
67	FERNBRIDGE CAPITAL MANAGEMENT LP	$216M	499,127	+404,806	add
68	FIRST TRUST ADVISORS LP	$213M	492,219	+77,929	add
69	Capital Research Global Investors	$206M	477,023	−6,940	trim
70	COMGEST GLOBAL INVESTORS S.A.S.	$205M	474,989	+32,755	add
71	VANGUARD ASSET MANAGEMENT, Ltd	$205M	472,991	—	no prior
72	Robeco Institutional Asset Management B.V.	$203M	468,796	+184,151	add
73	Neuberger Berman Group LLC	$195M	451,523	−117,570	trim
74	SCHRODER INVESTMENT MANAGEMENT GROUP	$192M	443,976	−485,553	trim
75	ProShare Advisors LLC	$180M	417,389	−91,213	trim
76	M&G Plc	$180M	415,944	+319,478	add
77	SEI INVESTMENTS CO	$172M	396,692	−125,814	trim
78	ROYAL LONDON ASSET MANAGEMENT LTD	$171M	394,416	+56,395	add
79	MILFORD FUNDS LTD	$165M	380,478	+211,051	add
80	NATIONAL BANK OF CANADA /FI/	$157M	363,508	+16,006	add
81	Magellan Asset Management Ltd	$157M	362,416	+56,895	add
82	PRINCIPAL FINANCIAL GROUP INC	$155M	358,636	+10,765	add
83	Findlay Park Partners LLP	$154M	356,385	−15,800	trim
84	FEDERATED HERMES, INC.	$152M	351,518	+308,084	add
85	FLOSSBACH VON STORCH SE	$149M	344,723	+327,387	add
86	CITADEL ADVISORS LLC	$148M	342,520	−84,074	trim
87	Capital World Investors	$144M	333,420	+164,754	add
88	RAYMOND JAMES FINANCIAL INC	$143M	331,716	+3,910	add
89	STIFEL FINANCIAL CORP	$143M	330,494	−63,793	trim
90	BANK OF MONTREAL /CAN/	$139M	321,123	−14,526	trim
91	DSM CAPITAL PARTNERS LLC	$134M	309,394	−112,444	trim
92	NEW YORK STATE COMMON RETIREMENT FUND	$134M	309,241	0	no change
93	Tidal Investments LLC	$131M	305,616	+247,756	add
94	Local Pensions Partnership Investment Ltd	$129M	299,281	0	no change
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$129M	298,523	+298,523	new
96	VOYA INVESTMENT MANAGEMENT LLC	$124M	286,515	−272,874	trim
97	Navera Investment Management Ltd.	$122M	281,272	−228,550	trim
98	Ensign Peak Advisors, Inc	$120M	278,293	+393	add
99	Alecta Tjanstepension Omsesidigt	$110M	255,240	+255,240	new
100	Alyeska Investment Group, L.P.	$109M	253,011	+237,956	add
101	AVIVA PLC	$106M	244,420	+6,795	add
102	LPL Financial LLC	$105M	242,272	−3,699	trim
103	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$105M	241,847	−1,064	trim
104	LAZARD ASSET MANAGEMENT LLC	$104M	241,587	−31,526	trim
105	ADAGE CAPITAL PARTNERS GP, L.L.C.	$103M	239,300	−2,400	trim
106	DANSKE BANK A/S	$103M	237,395	−9,762	trim
107	Aberdeen Group plc	$100M	232,258	+2,826	add
108	US BANCORP \DE\	$99.9M	231,041	+30,674	add
109	GCQ FUNDS MANAGEMENT PTY Ltd	$99.2M	229,497	+229,497	new
110	MILLENNIUM MANAGEMENT LLC	$97.5M	225,483	+109,827	add
111	BANK OF NOVA SCOTIA	$96.9M	224,052	+55,584	add
112	Man Group plc	$96.4M	222,855	−4,440	trim
113	PRUDENTIAL FINANCIAL INC	$95.7M	221,324	−29,637	trim
114	Quilter Plc	$95.3M	220,409	+40,853	add
115	Cerity Partners LLC	$95.0M	219,668	+11,195	add
116	JUPITER ASSET MANAGEMENT LTD	$93.7M	221,082	+221,082	new
117	Bank Julius Baer & Co. Ltd, Zurich	$93.6M	216,815	−33,261	trim
118	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$92.7M	214,381	−1,205	trim
119	Bowie Capital Management, LLC	$90.5M	209,284	+32,277	add
120	TD ASSET MANAGEMENT INC	$89.4M	206,780	+38,204	add
121	MACKENZIE FINANCIAL CORP	$88.7M	205,141	+33,554	add
122	BALYASNY ASSET MANAGEMENT L.P.	$87.9M	203,328	+197,767	add
123	Quantinno Capital Management LP	$84.8M	196,077	+42,250	add
124	NEOS Investment Management LLC	$82.5M	190,819	+36,652	add
125	Marex Group Ltd	$81.8M	189,261	+178,940	add
126	Valley Forge Capital Management, LP	$81.8M	189,072	−32,164	trim
127	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$80.0M	184,994	−44,162	trim
128	CIBC Bancorp USA Inc.	$79.7M	184,272	—	no prior
129	Chicago Capital, LLC	$79.1M	182,827	+39,552	add
130	Mitsubishi UFJ Trust & Banking Corp	$77.1M	178,298	−11,438	trim
131	STEADFAST CAPITAL MANAGEMENT LP	$75.7M	175,100	+175,100	new
132	BAILLIE GIFFORD & CO	$75.6M	174,756	+42,963	add
133	STOREBRAND ASSET MANAGEMENT AS	$75.4M	174,314	—	no prior
134	Allianz Asset Management GmbH	$73.9M	171,005	−231,704	trim
135	Mirae Asset Global Investments Co., Ltd.	$72.0M	166,531	+6,809	add
136	CREDIT AGRICOLE S A	$71.7M	165,806	−21,465	trim
137	APG Asset Management N.V.	$71.1M	189,516	−2,317	trim
138	PANAGORA ASSET MANAGEMENT INC	$70.8M	163,795	−35,761	trim
139	PFA Pension, Forsikringsaktieselskab	$67.7M	156,629	+156,629	new
140	Mariner, LLC	$67.0M	155,000	+27,619	add
141	L1 Capital International Pty Ltd	$66.7M	154,361	+7,903	add
142	STATE OF WISCONSIN INVESTMENT BOARD	$66.3M	153,242	+8,777	add
143	BLAIR WILLIAM & CO/IL	$66.0M	152,554	−91,321	trim
144	Korea Investment CORP	$64.9M	150,112	−12,866	trim
145	Swiss Life Asset Management Ltd	$64.0M	146,477	+36,721	add
146	TEACHER RETIREMENT SYSTEM OF TEXAS	$63.2M	146,270	+11,170	add
147	Trexquant Investment LP	$63.2M	146,201	+146,201	new
148	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$61.2M	141,640	+53,140	add
149	Select Equity Group, L.P.	$60.8M	140,671	−67,326	trim
150	AE Wealth Management LLC	$60.5M	140,022	+132,522	add
151	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$60.4M	139,768	−23,929	trim
152	Bristol Gate Capital Partners Inc.	$60.1M	138,884	+28,326	add
153	Vanguard Investments Australia, Ltd.	$59.9M	138,565	—	no prior
154	Chevy Chase Trust Holdings, LLC	$59.7M	138,106	−3,727	trim
155	DAVIS R M INC	$59.2M	136,910	+31	add
156	Walleye Capital LLC	$58.9M	136,235	+77,808	add
157	Calamos Advisors LLC	$57.3M	132,629	+1,941	add
158	Focus Partners Wealth	$57.0M	131,933	−32,787	trim
159	ThornTree Capital Partners LP	$56.7M	131,173	+41,871	add
160	KLP KAPITALFORVALTNING AS	$56.6M	130,790	+5,400	add
161	Corient Private Wealth LLC	$54.1M	125,726	−219,275	trim
162	AMERICAN CENTURY COMPANIES INC	$54.1M	125,099	+8,571	add
163	FIFTH THIRD BANCORP	$53.7M	124,116	+74,262	add
164	Asset Management One Co., Ltd.	$52.9M	122,423	−20,100	trim
165	DJE Kapital AG	$51.3M	120,377	+89,316	add
166	BARTLETT & CO. WEALTH MANAGEMENT LLC	$51.1M	125,578	−19,964	trim
167	Vident Advisory, LLC	$50.2M	116,169	+17,257	add
168	CIBC Asset Management Inc	$50.0M	115,686	−28,642	trim
169	JOHNSON INVESTMENT COUNSEL INC	$49.9M	115,376	−593	trim
170	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$48.1M	111,266	−2,994	trim
171	NOMURA ASSET MANAGEMENT CO LTD	$47.6M	110,053	−28,027	trim
172	SNYDER CAPITAL MANAGEMENT L P	$45.6M	105,427	+105,427	new
173	JENSEN INVESTMENT MANAGEMENT INC	$44.8M	103,535	−169,443	trim
174	E. Ohman J:or Asset Management AB	$44.4M	102,678	−31,970	trim
175	Baird Financial Group, Inc.	$44.1M	101,990	+101,990	new
176	Lansforsakringar Fondforvaltning AB (publ)	$43.5M	100,673	+11,597	add
177	NISA INVESTMENT ADVISORS, LLC	$42.4M	97,961	−18,500	trim
178	Resona Asset Management Co.,Ltd.	$41.5M	96,009	+2,119	add
179	TORONTO DOMINION BANK	$41.3M	95,596	−5,925	trim
180	State of New Jersey Common Pension Fund D	$41.1M	94,999	0	no change
181	XXEC, Inc.	$40.8M	69,661	+58,226	add
182	Daiwa Securities Group Inc.	$40.4M	93,437	+7,193	add
183	Creative Planning	$40.1M	92,850	+17,910	add
184	TRUIST FINANCIAL CORP	$39.9M	92,393	−4,712	trim
185	FACTORY MUTUAL INSURANCE CO	$39.8M	92,150	+38,250	add
186	ING GROEP NV	$39.8M	91,981	+22,927	add
187	Rafferty Asset Management, LLC	$39.2M	90,610	−15,075	trim
188	Hyperion Asset Management Ltd	$39.0M	90,106	−125,082	trim
189	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$38.9M	90,005	−19,235	trim
190	Eurizon Capital SGR S.p.A.	$38.1M	88,137	−19,582	trim
191	SEB Asset Management AB	$37.8M	87,494	—	no prior
192	ASSETMARK, INC	$37.7M	87,138	+23,356	add
193	Mediolanum International Funds Ltd	$37.6M	87,551	−13,742	trim
194	Temasek Holdings (Private) Ltd	$36.8M	85,100	−19,139	trim
195	Tredje AP-fonden	$36.2M	83,632	+36,456	add
196	HighTower Advisors, LLC	$33.7M	77,998	+10,046	add
197	BENJAMIN EDWARDS INC	$33.7M	77,916	+5,145	add
198	XPONANCE LLC	$33.5M	77,540	+6,305	add
199	MetLife Investment Management, LLC	$33.4M	77,262	−2,647	trim
200	NISSAY ASSET MANAGEMENT CORP /JAPAN	$33.4M	77,175	−36,311	trim
201	Arizona State Retirement System	$33.0M	76,242	−2,488	trim
202	Fiera Capital Corp	$32.9M	76,086	+76,086	new
203	Czech National Bank	$32.8M	75,787	+2,276	add
204	Cetera Investment Advisers	$32.7M	75,725	+7,583	add
205	Douglas Lane & Associates, LLC	$32.5M	75,063	+11,941	add
206	Ardmore Road Asset Management LP	$32.0M	74,100	+51,985	add
207	Rockefeller Capital Management L.P.	$31.8M	73,639	+32,026	add
208	Gotham Asset Management, LLC	$31.8M	73,604	+58,998	add
209	SORA INVESTORS LLC	$31.6M	72,976	+46,142	add
210	KEYBANK NATIONAL ASSOCIATION/OH	$31.5M	72,849	−1,198	trim
211	STATE OF MICHIGAN RETIREMENT SYSTEM	$31.4M	72,690	−300	trim
212	Troy Asset Management Ltd	$31.0M	71,622	+16,454	add
213	Guinness Asset Management LTD	$30.7M	71,115	−3,054	trim
214	SOMA EQUITY PARTNERS LP	$30.3M	70,180	+70,180	new
215	Life Cycle Investment Partners Ltd	$29.9M	69,264	−208,818	trim
216	MOGY JOEL R INVESTMENT COUNSEL INC	$29.6M	68,359	−5,172	trim
217	Sumitomo Mitsui DS Asset Management Company, Ltd	$29.5M	68,294	−2,090	trim
218	RENAISSANCE GROUP LLC	$29.4M	68,025	+26,445	add
219	Suncoast Equity Management	$29.1M	67,199	−3,455	trim
220	INVESTMENT HOUSE LLC	$28.8M	66,616	−9,852	trim
221	NorthCrest Asset Manangement, LLC	$28.8M	68,149	−9,367	trim
222	Empowered Funds, LLC	$28.7M	66,280	+66,280	new
223	GUGGENHEIM CAPITAL LLC	$28.6M	66,073	−3,811	trim
224	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$28.0M	64,822	−30	trim
225	Sather Financial Group Inc	$27.7M	63,992	+2,777	add
226	DnB Asset Management AS	$27.2M	62,882	+1,331	add
227	IEQ CAPITAL, LLC	$26.7M	61,815	+24,346	add
228	Aware Super Pty Ltd as trustee of Aware Super	$26.7M	61,790	—	no prior
229	IFM Investors Pty Ltd	$26.3M	60,733	+2,140	add
230	MML INVESTORS SERVICES, LLC	$26.1M	60,306	+21,856	add
231	Meridiem Capital Partners LP	$26.0M	60,053	+60,053	new
232	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.6M	128,770	+85,951	add
233	Retirement Systems of Alabama	$25.6M	59,094	−218	trim
234	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$25.5M	58,885	+37,126	add
235	BAXTER BROS INC	$25.2M	58,305	−1,828	trim
236	QRG CAPITAL MANAGEMENT, INC.	$25.2M	58,255	+6,495	add
237	ALTA CAPITAL MANAGEMENT LLC/	$25.0M	57,934	+11,253	add
238	Haverford Trust Co	$25.0M	57,830	+5,004	add
239	Rakuten Investment Management, Inc.	$24.7M	57,637	+5,940	add
240	Pathstone Holdings, LLC	$24.6M	56,836	+3,155	add
241	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$24.5M	56,751	+13,719	add
242	Harvest Portfolios Group Inc.	$24.5M	56,624	+13,549	add
243	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$24.0M	55,562	+11,132	add
244	TRILLIUM ASSET MANAGEMENT, LLC	$23.6M	67,505	+11,847	add
245	Woodline Partners LP	$23.6M	54,505	+25,653	add
246	CI INVESTMENTS INC.	$23.5M	54,342	+15,427	add
247	NorthCoast Asset Management LLC	$23.0M	53,181	+16,561	add
248	NORTH STAR ASSET MANAGEMENT INC	$22.9M	52,989	+2,285	add
249	CIBC WORLD MARKET INC.	$22.7M	52,518	−5,930	trim
250	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$22.3M	51,496	−8,478	trim
251	Railway Pension Investments Ltd	$22.2M	51,240	+23,040	add
252	Global X Japan Co., Ltd.	$22.1M	51,138	+6,124	add
253	NICHOLS & PRATT ADVISERS LLP /MA	$22.1M	51,074	+272	add
254	Northwest & Ethical Investments L.P.	$22.0M	50,833	+2,815	add
255	Cresset Asset Management, LLC	$21.9M	50,699	+35,203	add
256	Andra AP-fonden	$21.7M	50,280	−15,280	trim
257	PUBLIC SECTOR PENSION INVESTMENT BOARD	$21.5M	49,787	+8,525	add
258	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$21.4M	49,568	−108,432	trim
259	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$21.1M	48,772	−8,320	trim
260	HM PAYSON & CO	$21.0M	48,487	+37,687	add
261	SAPIENT CAPITAL LLC	$20.9M	48,266	+33,024	add
262	Assenagon Asset Management S.A.	$20.8M	48,122	−222,718	trim
263	Dundas Partners LLP	$20.8M	48,074	−477	trim
264	UniSuper Management Pty Ltd	$20.5M	47,346	−34,926	trim
265	USS Investment Management Ltd	$20.3M	46,943	+2,334	add
266	WAYCROSS PARTNERS, LLC	$20.3M	46,858	+1,448	add
267	M&T BANK CORP	$19.9M	46,138	−3,274	trim
268	Trinity Street Asset Management LLP	$19.9M	46,109	+7,333	add
269	ROCKLAND TRUST CO	$19.7M	45,648	+7,217	add
270	Utah Retirement Systems	$19.2M	44,375	−703	trim
271	YCG, LLC	$19.1M	44,127	−19,159	trim
272	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.1M	44,121	+2,872	add
273	Doma Perpetual Capital Management LLC	$19.0M	44,000	+44,000	new
274	SHELTON CAPITAL MANAGEMENT	$19.0M	43,896	−1,450	trim
275	Talbot Financial, LLC	$18.8M	43,593	+4,467	add
276	OPPENHEIMER ASSET MANAGEMENT INC.	$18.8M	43,377	−5,870	trim
277	National Mutual Insurance Federation of Agricultural Cooperatives	$18.5M	42,900	0	no change
278	B. Metzler seel. Sohn & Co. AG	$18.3M	42,320	+8,443	add
279	DAVIDSON INVESTMENT ADVISORS	$18.0M	41,730	−1,799	trim
280	DEARBORN PARTNERS LLC	$18.0M	41,692	−3,754	trim
281	Vanguard Personalized Indexing Management, LLC	$18.0M	41,645	−3,431	trim
282	ShawSpring Partners LLC	$17.7M	40,939	−9,782	trim
283	Varma Mutual Pension Insurance Co	$17.7M	40,858	−3,300	trim
284	NOMURA HOLDINGS INC	$17.4M	40,220	−17,418	trim
285	PRUDENTIAL PLC	$17.3M	40,106	+457	add
286	Osmosis Investment Management UK Ltd	$17.1M	39,579	−3,393	trim
287	Venator Management LLC	$16.8M	38,936	+38,936	new
288	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$16.7M	38,525	−1,880	trim
289	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.6M	38,352	−55,541	trim
290	OSAIC HOLDINGS, INC.	$16.6M	38,303	+6,934	add
291	MACQUARIE GROUP LTD	$16.4M	38,062	−47,468	trim
292	Lombard Odier Asset Management (Europe) Ltd	$16.4M	38,016	+27,951	add
293	Evelyn Partners Investment Management LLP	$16.4M	37,843	+12,237	add
294	Union Bancaire Privee, UBP SA	$16.4M	40,871	−56,862	trim
295	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.1M	37,206	+37,206	new
296	Elo Mutual Pension Insurance Co	$16.0M	36,990	−560	trim
297	Asset Advisors Investment Management, LLC	$16.0M	36,936	−24,196	trim
298	NewEdge Advisors, LLC	$16.0M	36,898	−62,881	trim
299	Copeland Capital Management, LLC	$15.8M	36,496	+14,471	add
300	Moran Wealth Management, LLC	$15.7M	36,256	+1,463	add
301	EP Wealth Advisors, LLC	$15.5M	35,794	+6,825	add
302	Sone Capital Management, LLC	$15.4M	35,647	+7,993	add
303	Cander Asset Management LP	$15.4M	35,535	+9,875	add
304	Advocacy Wealth Management, LLC	$15.3M	35,486	+10,721	add
305	Wilkinson Global Asset Management LLC	$15.3M	35,462	−25,193	trim
306	ASR Vermogensbeheer N.V.	$15.0M	34,804	+628	add
307	MERCER GLOBAL ADVISORS INC /ADV	$14.9M	34,515	−826	trim
308	COMMONWEALTH EQUITY SERVICES, LLC	$14.9M	34,381	−1,122	trim
309	Addenda Capital Inc.	$14.8M	34,310	+869	add
310	EXCHANGE TRADED CONCEPTS, LLC	$14.8M	34,284	+9,510	add
311	Vinva Investment Management Ltd	$14.7M	34,341	+8,379	add
312	UMB Bank, n.a.	$14.7M	33,928	−2,517	trim
313	EVERGREEN CAPITAL MANAGEMENT LLC	$14.6M	33,654	+28,002	add
314	EVENTIDE ASSET MANAGEMENT, LLC	$14.6M	33,693	+14,973	add
315	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$14.3M	33,164	−401	trim
316	Federation des caisses Desjardins du Quebec	$14.3M	33,150	+11,907	add
317	Alley Investment Management Company, LLC	$14.3M	33,076	+13,805	add
318	KR Capital LP	$14.3M	33,061	—	no prior
319	OP Asset Management Ltd	$14.2M	32,870	—	no prior
320	Glenview Trust Co	$14.2M	32,804	+5,270	add
321	Raub Brock Capital Management LP	$14.2M	32,803	+6,514	add
322	Cornerstone Advisors, LLC	$14.2M	32,780	+9,508	add
323	Sienna Gestion	$14.1M	32,725	0	no change
324	WS MANAGEMENT LLLP	$14.1M	32,700	+32,700	new
325	BAILARD, INC.	$14.1M	32,629	+1,374	add
326	Running Oak Capital LLC	$14.1M	32,503	+9,831	add
327	ABN AMRO INVESTMENT SOLUTIONS	$13.9M	32,210	−835	trim
328	Brookstone Capital Management	$13.9M	32,135	+10,089	add
329	Lido Advisors, LLC	$13.8M	31,853	−720	trim
330	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$13.8M	31,849	−76	trim
331	HFR Wealth Management, LLC	$13.5M	31,277	+7,888	add
332	Ethic Inc.	$13.4M	30,877	−2,134	trim
333	DE BURLO GROUP INC	$13.1M	30,195	−12,215	trim
334	YOUSIF CAPITAL MANAGEMENT, LLC	$13.0M	30,116	−1,740	trim
335	BRADLEY FOSTER & SARGENT INC/CT	$13.0M	29,967	−76,948	trim
336	BRIDGES INVESTMENT MANAGEMENT INC	$12.8M	29,672	−875	trim
337	CIM, LLC	$12.6M	29,207	−372	trim
338	HOWE & RUSLING INC	$12.6M	29,119	+629	add
339	MARTINGALE ASSET MANAGEMENT L P	$12.6M	29,069	−16,863	trim
340	Wilmington Savings Fund Society, FSB	$12.5M	29,020	+3,246	add
341	Trajan Wealth LLC	$12.5M	28,880	−951	trim
342	Norinchukin Bank, The	$12.4M	28,700	+874	add
343	PICTON MAHONEY ASSET MANAGEMENT	$12.3M	28,452	+8,265	add
344	Generali Asset Management SPA SGR	$12.3M	28,430	+629	add
345	Buck Wealth Strategies, LLC	$12.1M	27,926	+9,954	add
346	Generate Investment Management Ltd	$12.0M	27,804	+27,804	new
347	EVEXIA WEALTH LLC	$12.0M	32,379	+11,007	add
348	EULAV Asset Management	$11.9M	27,410	0	no change
349	J. Safra Sarasin Holding AG	$11.8M	27,337	+24,402	add
350	ADVISORY RESEARCH INC	$11.8M	27,247	+27,247	new
351	Laird Norton Wetherby Trust Company, LLC	$11.7M	27,121	−1,164	trim
352	GLENMEDE TRUST CO NA	$11.7M	26,947	+2,660	add
353	F/m Investments LLC	$11.6M	26,935	−1,374	trim
354	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$11.6M	26,805	−40,407	trim
355	TD Waterhouse Canada Inc.	$11.4M	26,735	+20,286	add
356	Private Advisory Group LLC	$11.3M	26,142	+26,142	new
357	Sanctuary Advisors, LLC	$11.2M	25,821	+2,937	add
358	STEPHENS INC /AR/	$11.0M	25,555	+6,321	add
359	REGIONS FINANCIAL CORP	$11.0M	25,508	−6,205	trim
360	EAGLE GLOBAL ADVISORS LLC	$11.0M	25,465	+12,151	add
361	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$11.0M	25,446	−335	trim
362	Madison Asset Management, LLC	$10.9M	25,264	+24,064	add
363	Atlantic Union Bankshares Corp	$10.9M	25,252	+21,881	add
364	Pinnacle Financial Partners, Inc.	$10.9M	25,110	+682	add
365	Wealthfront Advisers LLC	$10.7M	24,858	−19,487	trim
366	CWM, LLC	$10.6M	24,481	−4,139	trim
367	EASTERN BANK	$10.5M	24,375	+23,057	add
368	Candriam S.C.A.	$10.4M	24,073	−2,264	trim
369	Sterling Capital Management LLC	$10.4M	23,984	−17,549	trim
370	Segment Wealth Management, LLC	$10.3M	23,796	−8,026	trim
371	WINTON GROUP Ltd	$10.2M	23,523	+23,523	new
372	MATTERN CAPITAL MANAGEMENT, LLC	$10.0M	23,151	+10,595	add
373	MIDDLETON & CO INC/MA	$10.0M	23,114	−253	trim
374	Dai-ichi Life Insurance Company, Ltd	$10.0M	23,068	−14,213	trim
375	ADVENT INTERNATIONAL, L.P.	$9.9M	23,000	+17,682	add
376	Calamos Wealth Management LLC	$9.9M	22,912	−757	trim
377	Oribel Capital Management, LP	$9.9M	22,900	+22,900	new
378	BEACON INVESTMENT ADVISORY SERVICES, INC.	$9.8M	22,733	−18,309	trim
379	Americana Partners, LLC	$9.8M	22,715	+11,334	add
380	&PARTNERS	$9.8M	22,634	+590	add
381	Illinois Municipal Retirement Fund	$9.8M	22,613	+1,738	add
382	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$9.7M	22,500	+10,000	add
383	Sequoia Financial Advisors, LLC	$9.6M	22,281	+1,768	add
384	WESTPAC BANKING CORP	$9.6M	22,102	+7,182	add
385	Kepler Cheuvreux (Suisse) SA	$9.5M	22,064	−7,022	trim
386	Orion Porfolio Solutions, LLC	$9.5M	21,943	−8,523	trim
387	Point72 Asset Management, L.P.	$9.5M	21,900	−7,080	trim
388	CAXTON ASSOCIATES LLP	$9.4M	21,787	+21,787	new
389	YHB Investment Advisors, Inc.	$9.3M	21,617	+921	add
390	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$9.2M	21,300	+21,300	new
391	PROFUND ADVISORS LLC	$9.2M	21,186	−5,134	trim
392	Kemnay Advisory Services Inc.	$9.1M	20,957	+3,208	add
393	Waverly Advisors, LLC	$9.0M	20,891	+2,965	add
394	Mizuho Markets Cayman LP	$9.0M	20,787	+20,787	new
395	DAVENPORT & Co LLC	$9.0M	20,726	+2,214	add
396	Capital Wealth Planning, LLC	$8.9M	20,684	+20,684	new
397	COMMERCE BANK	$8.9M	20,626	−4,228	trim
398	BAMCO INC /NY/	$8.8M	20,335	−128	trim
399	Turtle Creek Wealth Advisors, LLC	$8.7M	20,193	+2,928	add
400	Evelyn Partners Investment Management Services Ltd	$8.7M	20,031	+8,915	add
401	Investment Management Corp of Ontario	$8.6M	19,918	−4,077	trim
402	JANE STREET GROUP, LLC	$8.6M	19,903	−10,912	trim
403	Vest Financial, LLC	$8.6M	19,899	+7,337	add
404	POLEN CAPITAL MANAGEMENT LLC	$8.6M	19,853	−492,803	trim
405	BTC Capital Management, Inc.	$8.6M	19,793	+4,651	add
406	Crossmark Global Holdings, Inc.	$8.5M	19,772	—	no prior
407	Stanley Capital Management, LLC	$8.3M	19,300	+19,300	new
408	PATTEN & PATTEN INC/TN	$8.3M	19,292	+4,508	add
409	DIVERSIFY WEALTH MANAGEMENT, LLC	$8.3M	20,883	+12,017	add
410	GRIMES & Co WEALTH MANAGEMENT, LLC	$8.2M	18,996	−1,704	trim
411	CAPSTONE INVESTMENT ADVISORS, LLC	$8.2M	18,949	+13,598	add
412	CWA Asset Management Group, LLC	$8.2M	18,945	−1,753	trim
413	Azimuth Capital Investment Management LLC	$8.2M	18,929	−3,453	trim
414	London & Capital Asset Management Ltd	$8.1M	18,673	−109,193	trim
415	Danica Pension, Livsforsikringsaktieselskab	$7.8M	18,137	−6,683	trim
416	KING LUTHER CAPITAL MANAGEMENT CORP	$7.8M	18,108	−55,486	trim
417	American Money Management, LLC	$7.8M	18,036	+1,992	add
418	Bandera Partners LLC	$7.8M	18,000	+18,000	new
419	Quinn Opportunity Partners LLC	$7.8M	18,000	+7,500	add
420	Texas Capital Bank Wealth Management Services Inc	$7.8M	17,981	+4,183	add
421	D. E. Shaw & Co., Inc.	$7.8M	17,929	−135,063	trim
422	Atria Investments, Inc	$7.7M	17,851	−7,417	trim
423	TOCQUEVILLE ASSET MANAGEMENT L.P.	$7.7M	17,832	+3,802	add
424	BALDWIN WEALTH PARTNERS LLC/MA	$7.6M	17,573	−1,803	trim
425	OAK ASSOCIATES LTD /OH/	$7.6M	17,475	+17,475	new
426	OPPENHEIMER & CO INC	$7.5M	17,287	+2,299	add
427	ALLIANZ SE	$7.4M	17,194	+2,065	add
428	OAK RIDGE INVESTMENTS LLC	$7.4M	17,129	+84	add
429	Birch Hill Investment Advisors LLC	$7.3M	16,999	−71,754	trim
430	McKinley Carter Wealth Services, Inc.	$7.3M	16,975	−930	trim
431	Maytus Capital Management, LLC	$7.3M	16,969	+1,969	add
432	MIZUHO SECURITIES USA LLC	$7.3M	16,823	−3,478	trim
433	Saraza Management, LP	$7.2M	16,725	−525	trim
434	GHP Investment Advisors, Inc.	$7.2M	16,674	−534	trim
435	Metis Global Partners, LLC	$7.2M	16,605	−214	trim
436	THOMPSON INVESTMENT MANAGEMENT, INC.	$7.2M	16,602	+16,602	new
437	Verition Fund Management LLC	$7.2M	16,558	+13,455	add
438	E Fund Management Co., Ltd.	$7.1M	16,438	—	no prior
439	Marietta Wealth Management, LLC	$7.0M	16,177	+2,665	add
440	STRATEGIC PLANNING GROUP, LLC	$6.9M	16,041	+5,021	add
441	Douglass Winthrop Advisors, LLC	$6.9M	16,023	+3,249	add
442	MAI Capital Management	$6.9M	16,009	−98	trim
443	Avanza Fonder AB	$6.9M	15,907	−4,217	trim
444	HARTFORD INVESTMENT MANAGEMENT CO	$6.9M	15,850	−252	trim
445	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$6.8M	15,723	−2,215	trim
446	Berger Financial Group, Inc	$6.8M	15,620	+12,268	add
447	CARDEROCK CAPITAL MANAGEMENT INC	$6.7M	15,572	+3,704	add
448	Vestmark Advisory Solutions, Inc.	$6.7M	15,539	+2,669	add
449	NFJ INVESTMENT GROUP, LLC	$6.7M	15,514	−20,385	trim
450	Bryn Mawr Trust Advisors, LLC	$6.7M	15,495	+12,876	add
451	NLB Skladi, upravljanje premozenja, d.o.o.	$6.6M	15,345	−1,419	trim
452	Evelyn Partners Asset Management Ltd	$6.6M	15,302	+2,979	add
453	Fulcrum Capital LLC	$6.6M	15,292	+290	add
454	OpenArc Corporate Advisory, LLC	$6.6M	15,255	+7,770	add
455	ITHAKA GROUP LLC	$6.6M	15,249	+317	add
456	Jasper Ridge Partners, L.P.	$6.6M	15,196	0	no change
457	DIVIDEND ASSETS CAPITAL, LLC	$6.5M	15,101	+2,736	add
458	HARBER ASSET MANAGEMENT LLC	$6.5M	15,086	+15,086	new
459	Allspring Global Investments Holdings, LLC	$6.5M	15,302	−988	trim
460	INTECH INVESTMENT MANAGEMENT LLC	$6.4M	14,905	−45,240	trim
461	SummitTX Capital, L.P.	$6.4M	14,843	+14,843	new
462	Penobscot Investment Management Company, Inc.	$6.4M	14,841	+6,819	add
463	JGP Wealth Management, LLC	$6.4M	14,746	−1,317	trim
464	Canada Post Corp Registered Pension Plan	$6.3M	14,499	−18,811	trim
465	HEADINVEST, LLC	$6.1M	14,201	−249	trim
466	Tower Research Capital LLC (TRC)	$6.1M	14,153	−6,365	trim
467	Callan Family Office, LLC	$6.1M	14,003	−7,000	trim
468	CITIZENS FINANCIAL GROUP INC/RI	$6.0M	13,889	−3,941	trim
469	OMERS ADMINISTRATION Corp	$6.0M	13,792	+2,914	add
470	Maryland State Retirement & Pension System	$5.9M	13,714	+99	add
471	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$5.9M	13,705	−228	trim
472	Owl Creek Asset Management, L.P.	$5.9M	13,702	+13,702	new
473	S-Bank Fund Management Ltd	$5.9M	13,675	+2,901	add
474	Callahan Advisors, LLC	$5.9M	13,650	+3,529	add
475	Midwest Trust Co	$5.9M	13,628	−5,544	trim
476	D.A. DAVIDSON & CO.	$5.8M	13,516	+2,825	add
477	Quadrature Capital Ltd	$5.8M	13,482	+13,482	new
478	Clark Capital Management Group, Inc.	$5.8M	13,327	+950	add
479	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.7M	13,103	+972	add
480	Elk River Wealth Management LLC	$5.6M	13,008	−501	trim
481	Aptus Capital Advisors, LLC	$5.6M	12,932	−24,649	trim
482	NORTHSTAR ASSET MANAGEMENT INC	$5.6M	12,899	−7,874	trim
483	BARLOW WEALTH PARTNERS, LLC	$5.6M	14,151	−9,195	trim
484	Willis Investment Counsel	$5.6M	12,864	+12,864	new
485	Canal Capital Management, LLC	$5.5M	12,745	+2,513	add
486	Providence Capital Advisors, LLC	$5.5M	12,707	+5,803	add
487	Vise Technologies, Inc.	$5.5M	8,274	0	no change
488	Apollon Wealth Management, LLC	$5.5M	12,661	−765	trim
489	Dynamic Advisor Solutions LLC	$5.4M	12,595	+2,367	add
490	Ameritas Investment Partners, Inc.	$5.4M	12,507	−68	trim
491	First Nebraska Trust Co	$5.4M	12,505	—	no prior
492	Groupe la Francaise	$5.4M	12,484	+1,948	add
493	Diversified Trust Co	$5.3M	12,321	+3,253	add
494	Siemens Fonds Invest GmbH	$5.3M	12,260	+535	add
495	AMG National Trust Bank	$5.3M	12,224	+11,067	add
496	MONTAG A & ASSOCIATES INC	$5.3M	12,143	−3,441	trim
497	CHANNEL WEALTH LLC	$5.2M	12,131	+11,557	add
498	SHEETS SMITH WEALTH MANAGEMENT	$5.2M	12,088	−3,746	trim
499	Advisors Asset Management, Inc.	$5.2M	11,992	−2,044	trim
500	Marks Group Wealth Management, Inc	$5.2M	11,940	+386	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · INTU

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 2 Dan Newhouse R–WA-4, Rick W. Allen R–GA-12 $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $41.2M held
Trimming: 3 Moore Capital Management, Bridgewater Associates, Fundsmith $286K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · INTUIT

Merged timeline of congressional filings and notable-manager moves on INTU
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Sale	$1K–$15K
2026-07-15	Rick W. Allen Congress	Sale	$15K–$50K
2026-05-15	Gotham Asset Management 13F	add	+58,998 sh
2026-05-15	Moore Capital Management 13F	trim	−2,302 sh
2026-05-15	Bridgewater Associates 13F	exit	−29,815 sh
2026-05-15	Fundsmith 13F	exit	−625,619 sh
2026-05-14	Caxton Associates 13F	new	+21,787 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

27 members of Congress disclosed INTU — the congressional view ↗