Follow-The-Filings

Security

INTU

Intuit · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

26 owners 4 new 5 exits max 6.6% (Lindsell Train - Lindsell...)

grid → activity → earnings →
owners 26
rank #66
master % 0.07%
max % 6.6%
tracked value $30.4B
qoq N 4 A 7 R 13 E 5

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 6.6% Reduce -3.49 pp 666,883 $174M hist
Dennis Hong - Shawspring Partners, LLC 2026 Q1 6.6% Reduce +0.29 pp 40,939 $18M hist
Dev Kantesaria - Valley Forge Capital Management, LP 2026 Q1 2.4% Reduce -0.90 pp 189,072 $82M hist
Jensen Investment Management Inc. 2026 Q1 0.9% Reduce -1.96 pp 103,535 $45M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.7% New 0.7% 6,869 $3B hist
Norges Bank 2025 Q4 stale 0.3% Exit -0.33 pp 4,617,021 $3.1B hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.3% Reduce -0.22 pp 2,035,123 $880M hist
Hillman Capital Management, Inc. 2026 Q1 0.3% New 0.3% 957 $414M hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add -0.01 pp 28,918,438 $19.2B hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 0.2% Add +0.08 pp 10,770 $2.8B hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.12 pp 236,891 $102M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.11 pp 203,328 $88M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 504,431 $216M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.06 pp 73,604 $32M hist
Polen Capital Management LLC 2026 Q1 0.1% Reduce -1.39 pp 19,853 $9M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.05 pp 51,614 $34M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 225,483 $97M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.0% New 0.0% 7,375 $3M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce -0.01 pp 20,335 $9M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 342,520 $148M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.01 pp 21,900 $9M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.08 pp 13,521 $6M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Reduce -0.05 pp 1,564 $676 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,452 $628 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.05 pp 17,929 $8M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.0% New 0.0% 560 $242 hist
Terry Smith - Fundsmith LLP exited 2026 Q1 last 2025 Q4 2.4% Exit -2.42 pp 625,619 $414M hist
Ako Capital LLP exited 2026 Q1 last 2025 Q4 2.4% Exit -2.41 pp 238,876 $158M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.07 pp 29,815 $20M hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 14,562 $10M hist
Kentucky Trust Co. exited 2026 Q2 last 2026 Q1 0.0% Exit 0.00 pp 10 $4M hist

26 current · 5 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
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8-K 8.01,9.01 Filing Doc
4 FORM 4 Filing Doc
424B5 424B5 Filing Doc
424B5 424B5 Filing Doc

Updated 11 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.37B $16.28B $18.83B
Gross profit — — —
Gross margin — — —
Net income $2.38B $2.96B $3.87B
Net margin * 16.6% 18.2% 20.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.56B $9.68B $14.11B
Total non-current assets * $22.22B $22.45B $22.85B
Total assets $27.78B $32.13B $36.96B
Total current liabilities $3.79B $7.49B $10.37B
Total non-current liabilities * $6.72B $6.2B $6.88B
Total equity $17.27B $18.44B $19.71B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.05B $4.88B $6.21B
Cash from investing -$922M -$227M -$2.32B
Cash from financing -$4.27B -$397M -$1.51B
Net change in cash -$145M $4.25B $2.38B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders