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Livermore
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Intuit Inc.

INTU
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0000896878

In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.

13F holders, Q3 2024

Institutional positions in Intuit Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,970
+23 vs. Q2 2024
Shares held
232.7M
+22.5M (+10.7%) vs. Q2 2024
Total value
$144.2B
+$6.10B (+4.4%) vs. Q2 2024
New holders
146
814 more added
Sold out
123
704 more reduced

20 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 1,970 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ3 2024: $144.2B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2024.

Institutions holding INTU in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$220.00%0Unchanged
Annapolis Financial Services, LLC1$5720.00%+1New
DHJJ Financial Advisors, Ltd.1$6210.00%00.0%Unchanged
WestEnd Advisors, LLC1$6210.00%00.0%Unchanged
Birchbrook, Inc.1$6340.00%00.0%Unchanged
PEAK6 Investments LLC1$8800.00%−1−50.0%Reduced
AlphaMark Advisors, LLC1$1.00K0.00%00.0%Unchanged
Horrell Capital Management, Inc.1$1.00K0.00%00.0%Unchanged
Evermay Wealth Management LLC2$1.24K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC2$1.24K0.00%00.0%Unchanged
Breakwater Investment Management2$1.24K0.00%00.0%Unchanged
Bank of New Hampshire2$1.24K0.00%00.0%Unchanged
Chesapeake Asset Management LLC2$1.24K0.00%+2New
Claris Advisors, LLC2$1.24K0.00%+2New
Painted Porch Advisors LLC2$1.27K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.3$1.86K0.00%−3−50.0%Reduced
ESL Trust Services, LLC3$1.86K0.00%00.0%Unchanged
JDM Financial Group LLC3$1.86K0.00%+3New
Perritt Capital Management Inc3$1.87K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.4$2.00K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$2.04K0.00%+3New
Rakuten Securities, Inc.4$2.48K0.00%−11−73.3%Reduced
Longfellow Investment Management Co LLC4$2.48K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$2.48K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC6$3.00K0.00%00.0%Unchanged
True Wealth Design, LLC5$3.10K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$3.10K0.00%+5New
Activest Wealth Management6$3.69K0.00%+6New
Beaird Harris Wealth Management, LLC6$3.73K0.00%−10−62.5%Reduced
Jackson, Grant Investment Advisers, Inc.6$3.73K0.00%00.0%Unchanged
PrairieView Partners, LLC8$4.00K0.00%00.0%Unchanged
PayPay Securities Corp7$4.35K0.39%−1−12.5%Reduced
Fairscale Capital, LLC7$4.35K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC7$4.35K0.00%00.0%Unchanged
ORG Wealth Partners, LLC7$4.35K0.00%+7New
Mascoma Wealth Management LLC8$4.97K0.00%00.0%Unchanged
Mendota Financial Group, LLC8$4.97K0.00%+1+14.3%Added
Hazlett, Burt & Watson, Inc.8$5.00K0.00%+5+166.7%Added
Voisard Asset Management Group, Inc.9$5.41K0.00%+5+125.0%Added
Bruce G. Allen Investments, LLC9$5.59K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC9$5.59K0.00%00.0%Unchanged
TD Capital Management LLC9$5.60K0.00%+9New
Barrett & Company, Inc.10$6.21K0.00%−55−84.6%Reduced
JNBA Financial Advisors10$6.21K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$6.21K0.00%00.0%Unchanged
HighMark Wealth Management LLC11$6.83K0.00%−2−15.4%Reduced
WealthCollab, LLC11$6.83K0.00%00.0%Unchanged
Sittner & Nelson, LLC11$6.83K0.00%00.0%Unchanged
McIlrath & Eck, LLC11$6.83K0.00%+8+266.7%Added
Nemes Rush Group LLC11$7.25K0.00%00.0%Unchanged
Kozak & Associates, Inc.12$7.37K0.00%00.0%Unchanged
Cedar Wealth Management, LLC12$7.45K0.00%00.0%Unchanged
Missouri Trust & Investment Co12$7.45K0.00%00.0%Unchanged
First PREMIER Bank13$8.00K0.00%00.0%Unchanged
PFS Partners, LLC13$8.13K0.00%00.0%Unchanged
Westside Investment Management, Inc.13$8.29K0.00%00.0%Unchanged
Bullock Wealth Management Group14$8.49K0.01%+14New
Talon Private Wealth, LLC14$8.69K0.00%+14New
Archer Investment Corp15$9.01K0.00%−3−16.7%Reduced
TFC Financial Management15$9.31K0.00%00.0%Unchanged
Aspire Private Capital, LLC15$9.31K0.00%00.0%Unchanged
Core Alternative Capital17$10.6K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$10.6K0.00%00.0%Unchanged
Naples Money Management LLC17$10.6K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.17$10.6K0.00%00.0%Unchanged
Atlas Capital Advisors LLC18$11.2K0.00%−150−89.3%Reduced
Reston Wealth Management LLC18$11.2K0.00%+18New
Providence Capital Advisors, LLC19$11.8K0.00%00.0%Unchanged
Adirondack Trust Co19$11.8K0.00%00.0%Unchanged
First Pacific Financial21$13.1K0.00%00.0%Unchanged
USA Financial Portformulas Corp24$14.9K0.00%−2,074−98.9%Reduced
Tompkins Financial Corp24$14.9K0.00%+24New
Frazier Financial Advisors, LLC25$15.5K0.01%−12−32.4%Reduced
Tucker Asset Management LLC25$15.5K0.00%−2−7.4%Reduced
NewSquare Capital LLC25$15.5K0.00%00.0%Unchanged
Northwest Financial Advisors25$15.5K0.01%+25New
Raffa Wealth Management, LLC26$16.1K0.00%+4+18.2%Added
Creekmur Asset Management LLC28$17.4K0.00%+3+12.0%Added
Beacon Capital Management, LLC28$17.4K0.00%+9+47.4%Added
Capital Performance Advisors LLP29$17.9K0.01%+29New
Avion Wealth29$18.0K0.00%+9+45.0%Added
Westend Capital Management, LLC30$18.6K0.01%+16+114.3%Added
West Branch Capital LLC30$18.8K0.01%−10−25.0%Reduced
Kiely Wealth Advisory Group, Inc.28$19.6K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A32$19.9K0.01%00.0%Unchanged
Front Row Advisors LLC32$19.9K0.01%00.0%Unchanged
Valued Wealth Advisors LLC32$19.9K0.01%00.0%Unchanged
Aspect Partners, LLC33$20.5K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$20.5K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC33$20.5K0.00%+33New
Grayhawk Investment Strategies Inc.36$22.4K0.03%00.0%Unchanged
Northwest Capital Management Inc36$22.4K0.01%00.0%Unchanged
Solstein Capital, LLC36$22.4K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co38$23.6K0.00%−1,158−96.8%Reduced
Caldwell Sutter Capital, Inc.40$24.8K0.01%−25−38.5%Reduced
Hollencrest Capital Management41$25.5K0.00%+10+32.3%Added
Valley National Advisers Inc45$27.0K0.00%−218−82.9%Reduced
Hanson & Doremus Investment Management43$27.0K0.00%00.0%Unchanged
Optimum Investment Advisors44$27.3K0.01%00.0%Unchanged
REAP Financial Group, LLC44$27.4K0.01%+22+100.0%Added