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, Q4 2024
Institutional positions in Intuit Inc. as of Dec 31, 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
- 2,066
- +135 vs. Q3 2024
- Shares held
- 234.8M
- +2.81M (+1.2%) vs. Q3 2024
- Total value
- $147.4B
- +$3.70B (+2.6%) vs. Q3 2024
- New holders
- 264
- 803 more added
- Sold out
- 129
- 719 more reduced
38 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 1,398 | $879.0K | 0.21% | +1,398 | New |
| Money Concepts Capital Corp | 1,408 | $884.8K | 0.07% | +51+3.8% | Added |
| Chase Investment Counsel Corp | 1,410 | $886.0K | 0.28% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,410 | $886.2K | 0.00% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,411 | $886.8K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,414 | $888.7K | 0.36% | +1+0.1% | Added |
| Elevated Capital Advisors, LLC | 1,417 | $890.7K | 0.24% | −62−4.2% | Reduced |
| HBK Sorce Advisory LLC | 1,419 | $892.0K | 0.03% | +28+2.0% | Added |
| PAX Financial Group, LLC | 1,420 | $892.5K | 0.16% | +65+4.8% | Added |
| Calamos Wealth Management LLC | 1,423 | $894.4K | 0.04% | −59−4.0% | Reduced |
| Bryce Point Capital, LLC | 1,426 | $896.2K | 0.26% | +1,426 | New |
| Stanley-Laman Group, Ltd. | 1,440 | $905.0K | 0.13% | −39−2.6% | Reduced |
| Integrated Advisors Network LLC | 1,441 | $905.7K | 0.04% | +25+1.8% | Added |
| Whalerock Point Partners, LLC | 1,442 | $906.3K | 0.21% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,448 | $910.0K | 0.08% | −21−1.4% | Reduced |
| Forum Financial Management, LP | 1,450 | $911.3K | 0.02% | +331+29.6% | Added |
| ZEGA Investments, LLC | 1,525 | $911.9K | 0.27% | +1,525 | New |
| AMG National Trust Bank | 1,466 | $921.4K | 0.03% | +58+4.1% | Added |
| Legacy Capital Group California, Inc. | 1,469 | $923.1K | 0.28% | −49−3.2% | Reduced |
| Eastern Bank | 1,470 | $923.9K | 0.02% | +39+2.7% | Added |
| Quadcap Wealth Management, LLC | 1,470 | $923.9K | 0.14% | +126+9.4% | Added |
| Prosperity Consulting Group, LLC | 1,471 | $924.8K | 0.07% | +113+8.3% | Added |
| First Financial Bank - Trust Division | 1,482 | $931.4K | 0.09% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,483 | $932.0K | 0.03% | −67−4.3% | Reduced |
| Smithfield Trust Co | 1,479 | $932.0K | 0.05% | −5−0.3% | Reduced |
| Tyche Wealth Partners LLC | 1,484 | $932.4K | 0.20% | +1,484 | New |
| Van Strum & Towne Inc. | 1,486 | $934.0K | 0.33% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,492 | $938.0K | 0.12% | +138+10.2% | Added |
| Amica Retiree Medical Trust | 1,502 | $944.0K | 0.89% | −405−21.2% | Reduced |
| Chris Bulman Inc | 1,505 | $945.9K | 0.60% | −15−1.0% | Reduced |
| FineMark National Bank & Trust | 1,509 | $948.4K | 0.03% | +27+1.8% | Added |
| NBT Bank N A | 1,522 | $956.6K | 0.07% | −1−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,525 | $958.5K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,528 | $960.5K | 0.08% | −2,692−63.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,538 | $966.9K | 0.63% | −22,338−93.6% | Reduced |
| SRN Advisors, LLC | 1,547 | $972.3K | 0.86% | +155+11.1% | Added |
| Kingsview Wealth Management, LLC | 1,555 | $977.4K | 0.02% | −21−1.3% | Reduced |
| Ashton Thomas Securities, LLC | 1,558 | $978.6K | 0.27% | +40+2.6% | Added |
| Palisades Hudson Asset Management, L.P. | 1,563 | $982.0K | 0.41% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,567 | $985.0K | 0.23% | −3−0.2% | Reduced |
| Weatherly Asset Management L. P. | 1,569 | $985.9K | 0.09% | +15+1.0% | Added |
| Kempen Capital Management N.V. | 1,583 | $994.9K | 0.01% | +12+0.8% | Added |
| Regatta Capital Group, LLC | 1,584 | $995.5K | 0.19% | +13+0.8% | Added |
| Garner Asset Management Corp | 1,588 | $999.0K | 0.46% | −60−3.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,589 | $999.0K | 0.00% | +181+12.9% | Added |
| Symphony Financial, Ltd. Co. | 1,641 | $1.00M | 0.16% | −1−0.1% | Reduced |
| FIL Ltd | 1,592 | $1.00M | 0.00% | +446+38.9% | Added |
| Wealth Watch Advisors, INC | 1,605 | $1.01M | 0.63% | +1,605 | New |
| Beverly Hills Private Wealth, LLC | 1,619 | $1.02M | 0.21% | −43−2.6% | Reduced |
| Advisors Capital Management, LLC | 1,629 | $1.02M | 0.02% | −124−7.1% | Reduced |
| Himension Fund | 1,633 | $1.03M | 0.07% | +1,633 | New |
| Waller Financial Planning Group, Inc | 1,633 | $1.03M | 0.26% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,716 | $1.03M | 0.10% | +222+14.9% | Added |
| Intrust Bank NA | 1,641 | $1.03M | 0.10% | +91+5.9% | Added |
| Norden Group LLC | 1,644 | $1.03M | 0.12% | −46−2.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,654 | $1.04M | 0.06% | −3,930−70.4% | Reduced |
| ICONIQ Capital, LLC | 1,661 | $1.04M | 0.02% | +859+107.1% | Added |
| Level Four Advisory Services, LLC | 1,668 | $1.05M | 0.04% | +89+5.6% | Added |
| Perpetual Ltd | 1,669 | $1.05M | 0.01% | −190−10.2% | Reduced |
| Parthenon LLC | 1,675 | $1.05M | 0.13% | 00.0% | Unchanged |
| Legacy Trust | 1,677 | $1.05M | 0.24% | −3,139−65.2% | Reduced |
| WBH Advisory Inc | 1,681 | $1.06M | 0.10% | −26−1.5% | Reduced |
| Nicolet Bankshares Inc | 1,682 | $1.06M | 0.25% | −215−11.3% | Reduced |
| IHT Wealth Management, LLC | 1,686 | $1.06M | 0.03% | −350−17.2% | Reduced |
| Proficio Capital Partners LLC | 1,693 | $1.06M | 0.09% | +746+78.8% | Added |
| Virtue Capital Management, LLC | 1,699 | $1.07M | 0.21% | −97−5.4% | Reduced |
| Lee Danner & Bass Inc | 1,706 | $1.07M | 0.08% | +26+1.5% | Added |
| Sargent Investment Group, LLC | 1,757 | $1.08M | 0.18% | +28+1.6% | Added |
| Sym Financial Corp | 1,717 | $1.08M | 0.14% | +1,717 | New |
| Trueblood Wealth Management, LLC | 1,730 | $1.09M | 0.54% | +22+1.3% | Added |
| Transcend Wealth Collective, LLC | 1,738 | $1.09M | 0.08% | −24−1.4% | Reduced |
| CNB Bank | 1,746 | $1.10M | 0.51% | −29−1.6% | Reduced |
| Evanson Asset Management, LLC | 1,749 | $1.10M | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,752 | $1.10M | 0.17% | −465−21.0% | Reduced |
| Equitable Holdings, Inc. | 1,754 | $1.10M | 0.01% | +158+9.9% | Added |
| BSW Wealth Partners | 1,760 | $1.11M | 0.16% | +9+0.5% | Added |
| Optas, LLC | 1,761 | $1.11M | 0.24% | +54+3.2% | Added |
| Invesco, LLC | 1,764 | $1.11M | 0.44% | −514−22.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,766 | $1.11M | 0.03% | −1−0.1% | Reduced |
| Syon Capital LLC | 1,769 | $1.11M | 0.10% | −127−6.7% | Reduced |
| Kensington Investment Counsel, LLC | 1,770 | $1.11M | 0.46% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,771 | $1.11M | 0.85% | +1,771 | New |
| Motiv8 Investments LLC | 1,778 | $1.12M | 0.78% | +578+48.2% | Added |
| CX Institutional | 1,778 | $1.12M | 0.04% | −10−0.6% | Reduced |
| Red Spruce Capital, LLC | 1,784 | $1.12M | 0.50% | −146−7.6% | Reduced |
| Peninsula Wealth, LLC | 1,786 | $1.12M | 0.19% | +3+0.2% | Added |
| FFT Wealth Management LLC | 1,787 | $1.12M | 0.08% | +528+41.9% | Added |
| Great Lakes Advisors, LLC | 1,789 | $1.12M | 0.01% | −933−34.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,800 | $1.13M | 0.04% | +1,800 | New |
| James Hambro & Partners | 1,804 | $1.13M | 0.04% | −195−9.8% | Reduced |
| Barr E S & Co | 1,809 | $1.14M | 0.07% | −6−0.3% | Reduced |
| Pettee Investors, Inc. | 1,809 | $1.14M | 0.58% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,811 | $1.14M | 0.08% | −917−33.6% | Reduced |
| Brown Financial Advisors | 1,820 | $1.14M | 0.46% | +181+11.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,821 | $1.14M | 0.00% | +46+2.6% | Added |
| Wealth Alliance | 1,825 | $1.15M | 0.14% | −8−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,837 | $1.16M | 0.23% | +600+48.5% | Added |
| Global Retirement Partners, LLC | 1,848 | $1.16M | 0.03% | +48+2.7% | Added |
| Accretive Wealth Partners, LLC | 1,851 | $1.16M | 0.49% | −2−0.1% | Reduced |
| Concord Wealth Partners | 1,851 | $1.16M | 0.19% | +532+40.3% | Added |