Public record / Tickers / INTU

INTU — INTUIT INC.

Both disclosure regimes on one name: who in Congress filed about INTU, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
115
all PTR rows naming INTU
Members · 12m
8
5 buys · 12 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John W. Hickenlooper · $100K–$250K

Purchase · traded 2025-09-02 → filed 2025-10-06. Ranked over every INTU row by the provable lower bound, never a point estimate.

8 members · 5 buys / 12 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

23 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

37 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 37 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING INTU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning INTU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-18 +23d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Sale · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-07-15Rick W. Allen R–GA-12Sale · SP (spouse-owned)Traded 06-10 +35d$15K–$50K
2026-06-05Rick W. Allen R–GA-12Sale · SP (spouse-owned)Traded 04-16 LATE·50d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 115 ↗

Members active in INTU

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing INTU in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Rick W. Allen R–GA-124−$165K to −$46.0K2
Markwayne Mullin R–OK3−$20.0K to $85.0K
Byron Donalds R–FL-192−$30.0K to −$2.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Josh Gottheimer D–NJ-52−$30.0K to −$2.0K2
Julia Letlow R–LA-52−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3

8 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-07-15Rick W. Allen CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+58,998 sh
2026-05-15Moore Capital Management 13Ftrim−2,302 sh
2026-05-15Bridgewater Associates 13Fexit−29,815 sh
2026-05-15Fundsmith 13Fexit−625,619 sh
2026-05-14Caxton Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of INTU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$11.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$7.8B1
3JPMORGAN CHASE & CO$5.6B1
4STATE STREET CORP$5.6B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$3.6B1
6GEODE CAPITAL MANAGEMENT, LLC$2.9B1
7MORGAN STANLEY$2.5B1
8Invesco Ltd.$2.0B1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7B1
10NORTHERN TRUST CORP$1.4B1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3B1
12STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$1.3B1
13FMR LLC$1.2B1
14Bank of New York Mellon Corp$1.1B1
15EAGLE CAPITAL MANAGEMENT LLC$1.0B1
16Nuveen, LLC$993M1
17WELLINGTON MANAGEMENT GROUP LLP$974M1
18UBS Group AG$897M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$894M1
20Legal & General Group Plc$886M1
21Fisher Asset Management, LLC$880M1
22Janus Henderson Group Ltd.$848M1
23FIL Ltd$801M1
24Unisphere Establishment$783M1
25BANK OF AMERICA CORP /DE/$765M1
26BARCLAYS PLC$695M1
27VANGUARD FIDUCIARY TRUST CO$694M1
28Amundi$676M1
29ALLIANCEBERNSTEIN L.P.$586M1
30WELLS FARGO & COMPANY/MN$557M1
31Pictet Asset Management Holding SA$544M1
32DEUTSCHE BANK AG\$539M1
33AMERIPRISE FINANCIAL INC$529M1
34VICTORY CAPITAL MANAGEMENT INC$520M1
35EDGEWOOD MANAGEMENT LLC$499M1
36BROWN ADVISORY INC$486M1
37PRIMECAP MANAGEMENT CO/CA/$463M1
38FRANKLIN RESOURCES INC$459M1
39MASSACHUSETTS FINANCIAL SERVICES CO /MA/$379M1
40Clearbridge Investments, LLC$376M1
41Vontobel Holding Ltd.$373M1
42CITIGROUP INC$357M1
43GENERATION INVESTMENT MANAGEMENT LLP$356M1
44ENVESTNET ASSET MANAGEMENT INC$355M1
45Swiss National Bank$353M1
46DIMENSIONAL FUND ADVISORS LP$347M1
47ROYAL BANK OF CANADA$343M1
48NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$326M1
49Lindsell Train Ltd$317M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$299M1
51Sumitomo Mitsui Trust Group, Inc.$290M1
52Mitsubishi UFJ Asset Management Co., Ltd.$286M1
53Winslow Capital Management, LLC$282M1
54National Pension Service$279M1
55Sustainable Growth Advisers, LP$275M1
56Vanguard Global Advisers, LLC$265M1
57BNP Paribas Asset Management Holding S.A.$264M1
58Swedbank AB$263M1
59HSBC HOLDINGS PLC$263M1
60NORDEA INVESTMENT MANAGEMENT AB$246M1
61MANUFACTURERS LIFE INSURANCE COMPANY, THE$242M1
621832 Asset Management L.P.$234M1
63WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$231M1
64CANADA PENSION PLAN INVESTMENT BOARD$230M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$218M1
66AQR CAPITAL MANAGEMENT LLC$216M1
67FERNBRIDGE CAPITAL MANAGEMENT LP$216M1
68FIRST TRUST ADVISORS LP$213M1
69Capital Research Global Investors$206M1
70COMGEST GLOBAL INVESTORS S.A.S.$205M1
71VANGUARD ASSET MANAGEMENT, Ltd$205M1
72Robeco Institutional Asset Management B.V.$203M1
73Neuberger Berman Group LLC$195M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$192M1
75ProShare Advisors LLC$180M1
76M&G Plc$180M1
77SEI INVESTMENTS CO$172M1
78ROYAL LONDON ASSET MANAGEMENT LTD$171M1
79MILFORD FUNDS LTD$165M1
80NATIONAL BANK OF CANADA /FI/$157M1
81Magellan Asset Management Ltd$157M1
82PRINCIPAL FINANCIAL GROUP INC$155M1
83Findlay Park Partners LLP$154M1
84FEDERATED HERMES, INC.$152M1
85FLOSSBACH VON STORCH SE$149M1
86CITADEL ADVISORS LLC$148M1
87Capital World Investors$144M1
88RAYMOND JAMES FINANCIAL INC$143M1
89STIFEL FINANCIAL CORP$143M1
90BANK OF MONTREAL /CAN/$139M1
91DSM CAPITAL PARTNERS LLC$134M1
92NEW YORK STATE COMMON RETIREMENT FUND$134M1
93Tidal Investments LLC$131M1
94Local Pensions Partnership Investment Ltd$129M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$129M1
96VOYA INVESTMENT MANAGEMENT LLC$124M1
97Navera Investment Management Ltd.$122M1
98Ensign Peak Advisors, Inc$120M1
99Alecta Tjanstepension Omsesidigt$110M1
100Alyeska Investment Group, L.P.$109M1
101AVIVA PLC$106M1
102LPL Financial LLC$105M1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$105M1
104LAZARD ASSET MANAGEMENT LLC$104M1
105ADAGE CAPITAL PARTNERS GP, L.L.C.$103M1
106DANSKE BANK A/S$103M1
107Aberdeen Group plc$100M1
108US BANCORP \DE\$99.9M1
109GCQ FUNDS MANAGEMENT PTY Ltd$99.2M1
110MILLENNIUM MANAGEMENT LLC$97.5M1
111BANK OF NOVA SCOTIA$96.9M1
112Man Group plc$96.4M1
113PRUDENTIAL FINANCIAL INC$95.7M1
114Quilter Plc$95.3M1
115Cerity Partners LLC$95.0M1
116JUPITER ASSET MANAGEMENT LTD$93.7M1
117Bank Julius Baer & Co. Ltd, Zurich$93.6M1
118MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$92.7M1
119Bowie Capital Management, LLC$90.5M1
120TD ASSET MANAGEMENT INC$89.4M1
121MACKENZIE FINANCIAL CORP$88.7M1
122BALYASNY ASSET MANAGEMENT L.P.$87.9M1
123Quantinno Capital Management LP$84.8M1
124NEOS Investment Management LLC$82.5M1
125Marex Group Ltd$81.8M1
126Valley Forge Capital Management, LP$81.8M1
127CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$80.0M1
128CIBC Bancorp USA Inc.$79.7M1
129Chicago Capital, LLC$79.1M1
130Mitsubishi UFJ Trust & Banking Corp$77.1M1
131STEADFAST CAPITAL MANAGEMENT LP$75.7M1
132BAILLIE GIFFORD & CO$75.6M1
133STOREBRAND ASSET MANAGEMENT AS$75.4M1
134Allianz Asset Management GmbH$73.9M1
135Mirae Asset Global Investments Co., Ltd.$72.0M1
136CREDIT AGRICOLE S A$71.7M1
137APG Asset Management N.V.$71.1M1
138PANAGORA ASSET MANAGEMENT INC$70.8M1
139PFA Pension, Forsikringsaktieselskab$67.7M1
140Mariner, LLC$67.0M1
141L1 Capital International Pty Ltd$66.7M1
142STATE OF WISCONSIN INVESTMENT BOARD$66.3M1
143BLAIR WILLIAM & CO/IL$66.0M1
144Korea Investment CORP$64.9M1
145Swiss Life Asset Management Ltd$64.0M1
146TEACHER RETIREMENT SYSTEM OF TEXAS$63.2M1
147Trexquant Investment LP$63.2M1
148FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$61.2M1
149Select Equity Group, L.P.$60.8M1
150AE Wealth Management LLC$60.5M1
151SUSQUEHANNA INTERNATIONAL GROUP, LLP$60.4M1
152Bristol Gate Capital Partners Inc.$60.1M1
153Vanguard Investments Australia, Ltd.$59.9M1
154Chevy Chase Trust Holdings, LLC$59.7M1
155DAVIS R M INC$59.2M1
156Walleye Capital LLC$58.9M1
157Calamos Advisors LLC$57.3M1
158Focus Partners Wealth$57.0M1
159ThornTree Capital Partners LP$56.7M1
160KLP KAPITALFORVALTNING AS$56.6M1
161Corient Private Wealth LLC$54.1M1
162AMERICAN CENTURY COMPANIES INC$54.1M1
163FIFTH THIRD BANCORP$53.7M1
164Asset Management One Co., Ltd.$52.9M1
165DJE Kapital AG$51.3M1
166BARTLETT & CO. WEALTH MANAGEMENT LLC$51.1M1
167Vident Advisory, LLC$50.2M1
168CIBC Asset Management Inc$50.0M1
169JOHNSON INVESTMENT COUNSEL INC$49.9M1
170PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$48.1M1
171NOMURA ASSET MANAGEMENT CO LTD$47.6M1
172SNYDER CAPITAL MANAGEMENT L P$45.6M1
173JENSEN INVESTMENT MANAGEMENT INC$44.8M1
174E. Ohman J:or Asset Management AB$44.4M1
175Baird Financial Group, Inc.$44.1M1
176Lansforsakringar Fondforvaltning AB (publ)$43.5M1
177NISA INVESTMENT ADVISORS, LLC$42.4M1
178Resona Asset Management Co.,Ltd.$41.5M1
179TORONTO DOMINION BANK$41.3M1
180State of New Jersey Common Pension Fund D$41.1M1
181XXEC, Inc.$40.8M1
182Daiwa Securities Group Inc.$40.4M1
183Creative Planning$40.1M1
184TRUIST FINANCIAL CORP$39.9M1
185FACTORY MUTUAL INSURANCE CO$39.8M1
186ING GROEP NV$39.8M1
187Rafferty Asset Management, LLC$39.2M1
188Hyperion Asset Management Ltd$39.0M1
189HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$38.9M1
190Eurizon Capital SGR S.p.A.$38.1M1
191SEB Asset Management AB$37.8M1
192ASSETMARK, INC$37.7M1
193Mediolanum International Funds Ltd$37.6M1
194Temasek Holdings (Private) Ltd$36.8M1
195Tredje AP-fonden$36.2M1
196HighTower Advisors, LLC$33.7M1
197BENJAMIN EDWARDS INC$33.7M1
198XPONANCE LLC$33.5M1
199MetLife Investment Management, LLC$33.4M1
200NISSAY ASSET MANAGEMENT CORP /JAPAN$33.4M1
201Arizona State Retirement System$33.0M1
202Fiera Capital Corp$32.9M1
203Czech National Bank$32.8M1
204Cetera Investment Advisers$32.7M1
205Douglas Lane & Associates, LLC$32.5M1
206Ardmore Road Asset Management LP$32.0M1
207Rockefeller Capital Management L.P.$31.8M1
208Gotham Asset Management, LLC$31.8M1
209SORA INVESTORS LLC$31.6M1
210KEYBANK NATIONAL ASSOCIATION/OH$31.5M1
211STATE OF MICHIGAN RETIREMENT SYSTEM$31.4M1
212Troy Asset Management Ltd$31.0M1
213Guinness Asset Management LTD$30.7M1
214SOMA EQUITY PARTNERS LP$30.3M1
215Life Cycle Investment Partners Ltd$29.9M1
216MOGY JOEL R INVESTMENT COUNSEL INC$29.6M1
217Sumitomo Mitsui DS Asset Management Company, Ltd$29.5M1
218RENAISSANCE GROUP LLC$29.4M1
219Suncoast Equity Management$29.1M1
220INVESTMENT HOUSE LLC$28.8M1
221NorthCrest Asset Manangement, LLC$28.8M1
222Empowered Funds, LLC$28.7M1
223GUGGENHEIM CAPITAL LLC$28.6M1
224COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$28.0M1
225Sather Financial Group Inc$27.7M1
226DnB Asset Management AS$27.2M1
227IEQ CAPITAL, LLC$26.7M1
228Aware Super Pty Ltd as trustee of Aware Super$26.7M1
229IFM Investors Pty Ltd$26.3M1
230MML INVESTORS SERVICES, LLC$26.1M1
231Meridiem Capital Partners LP$26.0M1
232WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25.6M1
233Retirement Systems of Alabama$25.6M1
234Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$25.5M1
235BAXTER BROS INC$25.2M1
236QRG CAPITAL MANAGEMENT, INC.$25.2M1
237ALTA CAPITAL MANAGEMENT LLC/$25.0M1
238Haverford Trust Co$25.0M1
239Rakuten Investment Management, Inc.$24.7M1
240Pathstone Holdings, LLC$24.6M1
241CLIFFORD SWAN INVESTMENT COUNSEL LLC$24.5M1
242Harvest Portfolios Group Inc.$24.5M1
243SUMITOMO MITSUI FINANCIAL GROUP, INC.$24.0M1
244TRILLIUM ASSET MANAGEMENT, LLC$23.6M1
245Woodline Partners LP$23.6M1
246CI INVESTMENTS INC.$23.5M1
247NorthCoast Asset Management LLC$23.0M1
248NORTH STAR ASSET MANAGEMENT INC$22.9M1
249CIBC WORLD MARKET INC.$22.7M1
250O'SHAUGHNESSY ASSET MANAGEMENT, LLC$22.3M1
251Railway Pension Investments Ltd$22.2M1
252Global X Japan Co., Ltd.$22.1M1
253NICHOLS & PRATT ADVISERS LLP /MA$22.1M1
254Northwest & Ethical Investments L.P.$22.0M1
255Cresset Asset Management, LLC$21.9M1
256Andra AP-fonden$21.7M1
257PUBLIC SECTOR PENSION INVESTMENT BOARD$21.5M1
258CAPITOLIS LIQUID GLOBAL MARKETS LLC$21.4M1
259DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$21.1M1
260HM PAYSON & CO$21.0M1
261SAPIENT CAPITAL LLC$20.9M1
262Assenagon Asset Management S.A.$20.8M1
263Dundas Partners LLP$20.8M1
264UniSuper Management Pty Ltd$20.5M1
265USS Investment Management Ltd$20.3M1
266WAYCROSS PARTNERS, LLC$20.3M1
267M&T BANK CORP$19.9M1
268Trinity Street Asset Management LLP$19.9M1
269ROCKLAND TRUST CO$19.7M1
270Utah Retirement Systems$19.2M1
271YCG, LLC$19.1M1
272NEW YORK LIFE INVESTMENT MANAGEMENT LLC$19.1M1
273Doma Perpetual Capital Management LLC$19.0M1
274SHELTON CAPITAL MANAGEMENT$19.0M1
275Talbot Financial, LLC$18.8M1
276OPPENHEIMER ASSET MANAGEMENT INC.$18.8M1
277National Mutual Insurance Federation of Agricultural Cooperatives$18.5M1
278B. Metzler seel. Sohn & Co. AG$18.3M1
279DAVIDSON INVESTMENT ADVISORS$18.0M1
280DEARBORN PARTNERS LLC$18.0M1
281Vanguard Personalized Indexing Management, LLC$18.0M1
282ShawSpring Partners LLC$17.7M1
283Varma Mutual Pension Insurance Co$17.7M1
284NOMURA HOLDINGS INC$17.4M1
285PRUDENTIAL PLC$17.3M1
286Osmosis Investment Management UK Ltd$17.1M1
287Venator Management LLC$16.8M1
288WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$16.7M1
289BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$16.6M1
290OSAIC HOLDINGS, INC.$16.6M1
291MACQUARIE GROUP LTD$16.4M1
292Lombard Odier Asset Management (Europe) Ltd$16.4M1
293Evelyn Partners Investment Management LLP$16.4M1
294Union Bancaire Privee, UBP SA$16.4M1
295UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.1M1
296Elo Mutual Pension Insurance Co$16.0M1
297Asset Advisors Investment Management, LLC$16.0M1
298NewEdge Advisors, LLC$16.0M1
299Copeland Capital Management, LLC$15.8M1
300Moran Wealth Management, LLC$15.7M1
301EP Wealth Advisors, LLC$15.5M1
302Sone Capital Management, LLC$15.4M1
303Cander Asset Management LP$15.4M1
304Advocacy Wealth Management, LLC$15.3M1
305Wilkinson Global Asset Management LLC$15.3M1
306ASR Vermogensbeheer N.V.$15.0M1
307MERCER GLOBAL ADVISORS INC /ADV$14.9M1
308COMMONWEALTH EQUITY SERVICES, LLC$14.9M1
309Addenda Capital Inc.$14.8M1
310EXCHANGE TRADED CONCEPTS, LLC$14.8M1
311Vinva Investment Management Ltd$14.7M1
312UMB Bank, n.a.$14.7M1
313EVERGREEN CAPITAL MANAGEMENT LLC$14.6M1
314EVENTIDE ASSET MANAGEMENT, LLC$14.6M1
315MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$14.3M1
316Federation des caisses Desjardins du Quebec$14.3M1
317Alley Investment Management Company, LLC$14.3M1
318KR Capital LP$14.3M1
319OP Asset Management Ltd$14.2M1
320Glenview Trust Co$14.2M1
321Raub Brock Capital Management LP$14.2M1
322Cornerstone Advisors, LLC$14.2M1
323Sienna Gestion$14.1M1
324WS MANAGEMENT LLLP$14.1M1
325BAILARD, INC.$14.1M1
326Running Oak Capital LLC$14.1M1
327ABN AMRO INVESTMENT SOLUTIONS$13.9M1
328Brookstone Capital Management$13.9M1
329Lido Advisors, LLC$13.8M1
330OREGON PUBLIC EMPLOYEES RETIREMENT FUND$13.8M1
331HFR Wealth Management, LLC$13.5M1
332Ethic Inc.$13.4M1
333DE BURLO GROUP INC$13.1M1
334YOUSIF CAPITAL MANAGEMENT, LLC$13.0M1
335BRADLEY FOSTER & SARGENT INC/CT$13.0M1
336BRIDGES INVESTMENT MANAGEMENT INC$12.8M1
337CIM, LLC$12.6M1
338HOWE & RUSLING INC$12.6M1
339MARTINGALE ASSET MANAGEMENT L P$12.6M1
340Wilmington Savings Fund Society, FSB$12.5M1
341Trajan Wealth LLC$12.5M1
342Norinchukin Bank, The$12.4M1
343PICTON MAHONEY ASSET MANAGEMENT$12.3M1
344Generali Asset Management SPA SGR$12.3M1
345Buck Wealth Strategies, LLC$12.1M1
346Generate Investment Management Ltd$12.0M1
347EVEXIA WEALTH LLC$12.0M1
348EULAV Asset Management$11.9M1
349J. Safra Sarasin Holding AG$11.8M1
350ADVISORY RESEARCH INC$11.8M1
351Laird Norton Wetherby Trust Company, LLC$11.7M1
352GLENMEDE TRUST CO NA$11.7M1
353F/m Investments LLC$11.6M1
354NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.6M1
355TD Waterhouse Canada Inc.$11.4M1
356Private Advisory Group LLC$11.3M1
357Sanctuary Advisors, LLC$11.2M1
358STEPHENS INC /AR/$11.0M1
359REGIONS FINANCIAL CORP$11.0M1
360EAGLE GLOBAL ADVISORS LLC$11.0M1
361ZEVENBERGEN CAPITAL INVESTMENTS LLC$11.0M1
362Madison Asset Management, LLC$10.9M1
363Atlantic Union Bankshares Corp$10.9M1
364Pinnacle Financial Partners, Inc.$10.9M1
365Wealthfront Advisers LLC$10.7M1
366CWM, LLC$10.6M1
367EASTERN BANK$10.5M1
368Candriam S.C.A.$10.4M1
369Sterling Capital Management LLC$10.4M1
370Segment Wealth Management, LLC$10.3M1
371WINTON GROUP Ltd$10.2M1
372MATTERN CAPITAL MANAGEMENT, LLC$10.0M1
373MIDDLETON & CO INC/MA$10.0M1
374Dai-ichi Life Insurance Company, Ltd$10.0M1
375ADVENT INTERNATIONAL, L.P.$9.9M1
376Calamos Wealth Management LLC$9.9M1
377Oribel Capital Management, LP$9.9M1
378BEACON INVESTMENT ADVISORY SERVICES, INC.$9.8M1
379Americana Partners, LLC$9.8M1
380&PARTNERS$9.8M1
381Illinois Municipal Retirement Fund$9.8M1
382BRIGHT ROCK CAPITAL MANAGEMENT, LLC$9.7M1
383Sequoia Financial Advisors, LLC$9.6M1
384WESTPAC BANKING CORP$9.6M1
385Kepler Cheuvreux (Suisse) SA$9.5M1
386Orion Porfolio Solutions, LLC$9.5M1
387Point72 Asset Management, L.P.$9.5M1
388CAXTON ASSOCIATES LLP$9.4M1
389YHB Investment Advisors, Inc.$9.3M1
390DISCOVERY CAPITAL MANAGEMENT, LLC / CT$9.2M1
391PROFUND ADVISORS LLC$9.2M1
392Kemnay Advisory Services Inc.$9.1M1
393Waverly Advisors, LLC$9.0M1
394Mizuho Markets Cayman LP$9.0M1
395DAVENPORT & Co LLC$9.0M1
396Capital Wealth Planning, LLC$8.9M1
397COMMERCE BANK$8.9M1
398BAMCO INC /NY/$8.8M1
399Turtle Creek Wealth Advisors, LLC$8.7M1
400Evelyn Partners Investment Management Services Ltd$8.7M1
401Investment Management Corp of Ontario$8.6M1
402JANE STREET GROUP, LLC$8.6M1
403Vest Financial, LLC$8.6M1
404POLEN CAPITAL MANAGEMENT LLC$8.6M1
405BTC Capital Management, Inc.$8.6M1
406Crossmark Global Holdings, Inc.$8.5M1
407Stanley Capital Management, LLC$8.3M1
408PATTEN & PATTEN INC/TN$8.3M1
409DIVERSIFY WEALTH MANAGEMENT, LLC$8.3M1
410GRIMES & Co WEALTH MANAGEMENT, LLC$8.2M1
411CAPSTONE INVESTMENT ADVISORS, LLC$8.2M1
412CWA Asset Management Group, LLC$8.2M1
413Azimuth Capital Investment Management LLC$8.2M1
414London & Capital Asset Management Ltd$8.1M1
415Danica Pension, Livsforsikringsaktieselskab$7.8M1
416KING LUTHER CAPITAL MANAGEMENT CORP$7.8M1
417American Money Management, LLC$7.8M1
418Bandera Partners LLC$7.8M1
419Quinn Opportunity Partners LLC$7.8M1
420Texas Capital Bank Wealth Management Services Inc$7.8M1
421D. E. Shaw & Co., Inc.$7.8M1
422Atria Investments, Inc$7.7M1
423TOCQUEVILLE ASSET MANAGEMENT L.P.$7.7M1
424BALDWIN WEALTH PARTNERS LLC/MA$7.6M1
425OAK ASSOCIATES LTD /OH/$7.6M1
426OPPENHEIMER & CO INC$7.5M1
427ALLIANZ SE$7.4M1
428OAK RIDGE INVESTMENTS LLC$7.4M1
429Birch Hill Investment Advisors LLC$7.3M1
430McKinley Carter Wealth Services, Inc.$7.3M1
431Maytus Capital Management, LLC$7.3M1
432MIZUHO SECURITIES USA LLC$7.3M1
433Saraza Management, LP$7.2M1
434GHP Investment Advisors, Inc.$7.2M1
435Metis Global Partners, LLC$7.2M1
436THOMPSON INVESTMENT MANAGEMENT, INC.$7.2M1
437Verition Fund Management LLC$7.2M1
438E Fund Management Co., Ltd.$7.1M1
439Marietta Wealth Management, LLC$7.0M1
440STRATEGIC PLANNING GROUP, LLC$6.9M1
441Douglass Winthrop Advisors, LLC$6.9M1
442MAI Capital Management$6.9M1
443Avanza Fonder AB$6.9M1
444HARTFORD INVESTMENT MANAGEMENT CO$6.9M1
445KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$6.8M1
446Berger Financial Group, Inc$6.8M1
447CARDEROCK CAPITAL MANAGEMENT INC$6.7M1
448Vestmark Advisory Solutions, Inc.$6.7M1
449NFJ INVESTMENT GROUP, LLC$6.7M1
450Bryn Mawr Trust Advisors, LLC$6.7M1
451NLB Skladi, upravljanje premozenja, d.o.o.$6.6M1
452Evelyn Partners Asset Management Ltd$6.6M1
453Fulcrum Capital LLC$6.6M1
454OpenArc Corporate Advisory, LLC$6.6M1
455ITHAKA GROUP LLC$6.6M1
456Jasper Ridge Partners, L.P.$6.6M1
457DIVIDEND ASSETS CAPITAL, LLC$6.5M1
458HARBER ASSET MANAGEMENT LLC$6.5M1
459Allspring Global Investments Holdings, LLC$6.5M1
460INTECH INVESTMENT MANAGEMENT LLC$6.4M1
461SummitTX Capital, L.P.$6.4M1
462Penobscot Investment Management Company, Inc.$6.4M1
463JGP Wealth Management, LLC$6.4M1
464Canada Post Corp Registered Pension Plan$6.3M1
465HEADINVEST, LLC$6.1M1
466Tower Research Capital LLC (TRC)$6.1M1
467Callan Family Office, LLC$6.1M1
468CITIZENS FINANCIAL GROUP INC/RI$6.0M1
469OMERS ADMINISTRATION Corp$6.0M1
470Maryland State Retirement & Pension System$5.9M1
471FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$5.9M1
472Owl Creek Asset Management, L.P.$5.9M1
473S-Bank Fund Management Ltd$5.9M1
474Callahan Advisors, LLC$5.9M1
475Midwest Trust Co$5.9M1
476D.A. DAVIDSON & CO.$5.8M1
477Quadrature Capital Ltd$5.8M1
478Clark Capital Management Group, Inc.$5.8M1
479KESTRA PRIVATE WEALTH SERVICES, LLC$5.7M1
480Elk River Wealth Management LLC$5.6M1
481Aptus Capital Advisors, LLC$5.6M1
482NORTHSTAR ASSET MANAGEMENT INC$5.6M1
483BARLOW WEALTH PARTNERS, LLC$5.6M1
484Willis Investment Counsel$5.6M1
485Canal Capital Management, LLC$5.5M1
486Providence Capital Advisors, LLC$5.5M1
487Vise Technologies, Inc.$5.5M1
488Apollon Wealth Management, LLC$5.5M1
489Dynamic Advisor Solutions LLC$5.4M1
490Ameritas Investment Partners, Inc.$5.4M1
491First Nebraska Trust Co$5.4M1
492Groupe la Francaise$5.4M1
493Diversified Trust Co$5.3M1
494Siemens Fonds Invest GmbH$5.3M1
495AMG National Trust Bank$5.3M1
496MONTAG A & ASSOCIATES INC$5.3M1
497CHANNEL WEALTH LLC$5.2M1
498SHEETS SMITH WEALTH MANAGEMENT$5.2M1
499Advisors Asset Management, Inc.$5.2M1
500Marks Group Wealth Management, Inc$5.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 12 sell
Congress net ($ bound)−$287K to $77.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on INTU

RETAINED WINDOW · ACTIVE HITS
Signal hits naming INTU
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for INTU · financials and macro

Financials — as filed PLANNED

INTU's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: INTU on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing