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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
1,969
+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: 1,969 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: 1,917 institutionsQ1 2024: 1,943 institutionsQ2 2024: 1,966 institutionsQ3 2024: 1,969 institutionsQ4 2024: 2,066 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,212 institutionsQ3 2025: 2,198 institutionsQ4 2025: 2,269 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 20252,269$161.3B
Q3 20252,198$160.5B
Q2 20252,212$188.1B
Q1 20252,030$144.5B
Q4 20242,066$147.4B
Q3 20241,969$144.2B
Q2 20241,966$154.2B
Q1 20241,943$152.0B
Q4 20231,917$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
Princeton Global Asset Management LLC149$92.8K0.02%+67+81.7%Added
Highline Wealth Partners LLC145$89.8K0.03%+5+3.6%Added
Addison Advisors LLC142$88.2K0.02%+42+42.0%Added
GW&K Investment Management, LLC141$88.0K0.00%+28+24.8%Added
ORG Partners LLC139$86.4K0.01%−23−14.2%Reduced
Golden State Equity Partners136$84.5K0.01%+136New
Loomis Sayles & Co L P136$84.0K0.00%+3+2.3%Added
Private Wealth Management Group, LLC135$83.8K0.03%+1+0.7%Added
McMahon Financial Advisors, LLC133$82.6K0.02%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC125$77.6K0.12%00.0%Unchanged
Anfield Capital Management, LLC125$77.6K0.03%00.0%Unchanged
Redmont Wealth Advisors LLC124$77.0K0.12%00.0%Unchanged
Quantbot Technologies LP124$77.0K0.00%+113+1,027.3%Added
Eagle Bay Advisors LLC119$73.9K0.03%+4+3.5%Added
Center for Financial Planning, Inc.115$71.4K0.01%00.0%Unchanged
Capital Wealth Planning, LLC115$71.4K0.00%+115New
Legacy Investment Solutions, LLC100$70.6K0.04%+100New
Legacy Wealth Managment, LLC100$70.6K0.04%+100New
SJS Investment Consulting Inc.107$66.4K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators106$65.8K0.03%00.0%Unchanged
Hilltop National Bank102$63.3K0.02%−8−7.3%Reduced
DecisionPoint Financial, LLC100$62.1K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC99$61.7K0.01%+1+1.0%Added
Financial Management Professionals, Inc.96$60.0K0.01%+2+2.1%Added
Operose Advisors LLC95$59.0K0.02%00.0%Unchanged
Abound Wealth Management94$58.7K0.02%+9+10.6%Added
Tortoise Investment Management, LLC91$56.5K0.01%+51+127.5%Added
Toth Financial Advisory Corp90$56.1K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC89$55.3K0.01%00.0%Unchanged
Paladin Advisory Group, LLC87$54.0K0.04%00.0%Unchanged
Ransom Advisory, Ltd84$52.2K0.02%00.0%Unchanged
Key Financial Inc83$51.5K0.01%+3+3.8%Added
Webster Bank, N. A.81$50.3K0.01%−23−22.1%Reduced
Cornerstone Planning Group LLC78$48.7K0.01%00.0%Unchanged
Kimelman & Baird, LLC75$46.6K0.00%00.0%Unchanged
Piscataqua Savings Bank75$46.6K0.04%00.0%Unchanged
First United Bank Trust74$46.0K0.02%00.0%Unchanged
Group One Trading, L.P.74$46.0K0.00%+74New
West Paces Advisors Inc.72$44.7K0.01%00.0%Unchanged
Kings Path Partners LLC72$44.7K0.02%00.0%Unchanged
Salomon & Ludwin, LLC72$44.7K0.00%+8+12.5%Added
Atwood & Palmer Inc67$41.6K0.00%00.0%Unchanged
Sachetta, LLC65$40.4K0.02%−3−4.4%Reduced
Pacifica Partners Inc.65$40.4K0.02%00.0%Unchanged
Horizon Bancorp Inc65$40.0K0.02%−3−4.4%Reduced
BFSG, LLC63$39.1K0.00%−1,534−96.1%Reduced
MCF Advisors LLC62$38.5K0.00%+11+21.6%Added
Cetera Trust Company, N.A62$38.5K0.02%−231−78.8%Reduced
Dunhill Financial, LLC61$37.9K0.02%+32+110.3%Added
Moisand Fitzgerald Tamayo, LLC60$37.3K0.01%00.0%Unchanged
J.Safra Asset Management Corp60$37.1K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC59$36.6K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co57$35.4K0.02%+57New
Bogart Wealth, LLC55$34.2K0.00%00.0%Unchanged
Bangor Savings Bank54$33.5K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC53$32.9K0.01%00.0%Unchanged
Vista Private Wealth Partners. LLC51$31.7K0.01%+51New
HHM Wealth Advisors, LLC50$31.1K0.00%−10−16.7%Reduced
Albion Financial Group50$31.1K0.00%00.0%Unchanged
City State Bank50$31.1K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.50$31.1K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$31.1K0.01%00.0%Unchanged
Creative Financial Designs Inc50$31.1K0.00%+12+31.6%Added
Colonial Trust Advisors48$29.8K0.00%+6+14.3%Added
Tradewinds Capital Management, LLC47$29.2K0.01%−3−6.0%Reduced
Wintrust Investments LLC46$29.0K0.02%−397−89.6%Reduced
Provenance Wealth Advisors, LLC46$28.6K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.45$27.9K0.00%−1−2.2%Reduced
Northwest Investment Counselors, LLC44$27.4K0.01%+44New
REAP Financial Group, LLC44$27.4K0.01%+22+100.0%Added
Optimum Investment Advisors44$27.3K0.01%00.0%Unchanged
Valley National Advisers Inc45$27.0K0.00%−218−82.9%Reduced
Hanson & Doremus Investment Management43$27.0K0.00%00.0%Unchanged
Hollencrest Capital Management41$25.5K0.00%+10+32.3%Added
Caldwell Sutter Capital, Inc.40$24.8K0.01%−25−38.5%Reduced
University of Texas/Texas Am Investment Managment Co38$23.6K0.00%−1,158−96.8%Reduced
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
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
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
Kiely Wealth Advisory Group, Inc.28$19.6K0.01%00.0%Unchanged
West Branch Capital LLC30$18.8K0.01%−10−25.0%Reduced
Westend Capital Management, LLC30$18.6K0.01%+16+114.3%Added
Avion Wealth29$18.0K0.00%+9+45.0%Added
Capital Performance Advisors LLP29$17.9K0.01%+29New
Creekmur Asset Management LLC28$17.4K0.00%+3+12.0%Added
Beacon Capital Management, LLC28$17.4K0.00%+9+47.4%Added
Raffa Wealth Management, LLC26$16.1K0.00%+4+18.2%Added
Northwest Financial Advisors25$15.5K0.01%+25New
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
USA Financial Portformulas Corp24$14.9K0.00%−2,074−98.9%Reduced
Tompkins Financial Corp24$14.9K0.00%+24New
First Pacific Financial21$13.1K0.00%00.0%Unchanged