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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 1,855 | $1.17M | 0.07% | −65−3.4% | Reduced |
| MJP Associates Inc | 1,863 | $1.17M | 0.21% | +82+4.6% | Added |
| Okabena Investment Services Inc | 1,865 | $1.17M | 0.33% | −700−27.3% | Reduced |
| Simon Quick Advisors, LLC | 1,865 | $1.17M | 0.07% | +202+12.1% | Added |
| Concord Asset Management, LLC | 1,879 | $1.18M | 0.26% | +496+35.9% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.18M | 0.24% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 1,886 | $1.19M | 2.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,887 | $1.19M | 0.21% | −39−2.0% | Reduced |
| Barbara Oil Co. | 1,900 | $1.19M | 0.49% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,900 | $1.19M | 0.31% | +20+1.1% | Added |
| United Asset Strategies, Inc. | 1,906 | $1.20M | 0.11% | +113+6.3% | Added |
| Greykasell Wealth Strategies, Inc. | 1,906 | $1.20M | 0.67% | +1,906 | New |
| Schear Investment Advisers, LLC | 1,917 | $1.20M | 0.64% | +151+8.6% | Added |
| Premier Path Wealth Partners, LLC | 1,922 | $1.21M | 0.18% | −59−3.0% | Reduced |
| Thrive Wealth Management, LLC | 1,925 | $1.21M | 0.22% | −67−3.4% | Reduced |
| Keel Point, LLC | 1,926 | $1.21M | 0.10% | +384+24.9% | Added |
| Waldron Private Wealth LLC | 1,930 | $1.21M | 0.05% | +36+1.9% | Added |
| Brookstone Capital Management | 1,932 | $1.21M | 0.02% | −88−4.4% | Reduced |
| BayBridge Capital Group, LLC | 1,938 | $1.22M | 0.88% | +63+3.4% | Added |
| CVFG LLC | 1,939 | $1.22M | 1.11% | +1,939 | New |
| Oliver Lagore Vanvalin Investment Group | 1,940 | $1.22M | 0.31% | −1,387−41.7% | Reduced |
| Nixon Peabody Trust Co | 1,954 | $1.23M | 0.10% | +67+3.6% | Added |
| Accurate Wealth Management, LLC | 1,977 | $1.23M | 0.24% | +474+31.5% | Added |
| Massmutual Trust Co FSB | 1,965 | $1.24M | 0.03% | −5,829−74.8% | Reduced |
| Nelson Capital Management, LLC | 1,965 | $1.24M | 0.20% | 00.0% | Unchanged |
| Hara Capital LLC | 1,967 | $1.24M | 0.78% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,978 | $1.24M | 0.08% | +135+7.3% | Added |
| Penserra Capital Management LLC | 1,989 | $1.25M | 0.02% | −901−31.2% | Reduced |
| Cooper Financial Group | 1,992 | $1.25M | 0.15% | +172+9.5% | Added |
| Pictet & Cie (Europe) SA | 1,992 | $1.25M | 0.03% | +248+14.2% | Added |
| Wedbush Securities Inc | 1,996 | $1.25M | 0.04% | −83−4.0% | Reduced |
| Arkadios Wealth Advisors | 1,998 | $1.26M | 0.07% | +55+2.8% | Added |
| We Are One Seven, LLC | 1,998 | $1.26M | 0.05% | −151−7.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,007 | $1.26M | 0.07% | +73+3.8% | Added |
| Liberty Wealth Management LLC | 2,018 | $1.27M | 0.21% | +22+1.1% | Added |
| Byrne Financial Freedom, LLC | 2,019 | $1.27M | 0.56% | +2,019 | New |
| Crew Capital Management, Ltd. | 2,027 | $1.27M | 1.06% | +252+14.2% | Added |
| Pittenger & Anderson Inc | 2,028 | $1.27M | 0.05% | −1,713−45.8% | Reduced |
| Crestwood Advisors Group LLC | 2,043 | $1.28M | 0.02% | +380+22.9% | Added |
| Mirador Capital Partners LP | 2,044 | $1.28M | 0.23% | +19+0.9% | Added |
| Group One Trading, L.P. | 2,049 | $1.29M | 0.04% | +1,975+2,668.9% | Added |
| Old Port Advisors | 2,051 | $1.29M | 0.37% | −61−2.9% | Reduced |
| FSA Wealth Management LLC | 2,053 | $1.29M | 0.52% | −49−2.3% | Reduced |
| Cove Private Wealth, LLC | 2,065 | $1.30M | 0.78% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,094 | $1.32M | 0.28% | +68+3.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,100 | $1.32M | 0.58% | +1,400+200.0% | Added |
| Buckingham Capital Management, Inc. | 2,113 | $1.33M | 0.15% | −16−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 2,154 | $1.35M | 0.14% | −903−29.5% | Reduced |
| Capital Investment Advisors, LLC | 2,162 | $1.36M | 0.03% | +73+3.5% | Added |
| Focus Financial Network, Inc. | 2,167 | $1.36M | 0.05% | +2+0.1% | Added |
| Asset Dedication, LLC | 2,173 | $1.37M | 0.11% | −1,633−42.9% | Reduced |
| Skopos Labs, Inc. | 2,185 | $1.37M | 0.41% | +45+2.1% | Added |
| Quent Capital, LLC | 2,210 | $1.39M | 0.14% | +6+0.3% | Added |
| StoneX Group Inc. | 2,216 | $1.39M | 0.08% | +379+20.6% | Added |
| McRae Capital Management Inc | 2,222 | $1.40M | 0.27% | +56+2.6% | Added |
| XTX Topco Ltd | 2,230 | $1.40M | 0.12% | +2,230 | New |
| Vista Wealth Management Group, LLC | 2,233 | $1.40M | 0.09% | +26+1.2% | Added |
| Fulton Bank, N.A. | 2,233 | $1.40M | 0.05% | +367+19.7% | Added |
| Stratos Wealth Advisors, LLC | 2,241 | $1.41M | 0.07% | +121+5.7% | Added |
| DB Fitzpatrick & Co, Inc | 2,271 | $1.43M | 1.31% | −96−4.1% | Reduced |
| Wealthspire Advisors, LLC | 2,277 | $1.43M | 0.01% | +102+4.7% | Added |
| Austin Private Wealth, LLC | 2,289 | $1.44M | 0.14% | +1,331+138.9% | Added |
| Capital & Planning, LLC | 2,295 | $1.44M | 1.05% | +2,295 | New |
| Edgestream Partners, L.P. | 2,298 | $1.44M | 0.06% | +671+41.2% | Added |
| Trust Point Inc. | 2,300 | $1.45M | 0.10% | +196+9.3% | Added |
| Moneta Group Investment Advisors LLC | 2,309 | $1.45M | 0.02% | −44−1.9% | Reduced |
| Walleye Trading LLC | 2,313 | $1.45M | 0.03% | −2,793−54.7% | Reduced |
| Keeler Thomas Management LLC | 2,325 | $1.46M | 0.52% | −149−6.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,327 | $1.46M | 0.04% | +65+2.9% | Added |
| Sagespring Wealth Partners, LLC | 2,334 | $1.47M | 0.04% | +2,334 | New |
| Peak Asset Management, LLC | 2,337 | $1.47M | 0.27% | −3−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 2,342 | $1.48M | 0.04% | +511+27.9% | Added |
| Valeo Financial Advisors, LLC | 2,365 | $1.49M | 0.04% | −70−2.9% | Reduced |
| Everhart Financial Group, Inc. | 2,372 | $1.49M | 0.31% | −100−4.0% | Reduced |
| Forbes J M & Co LLP | 2,374 | $1.49M | 0.14% | +526+28.5% | Added |
| Anchor Investment Management, LLC | 2,388 | $1.50M | 0.14% | −27−1.1% | Reduced |
| Cascade Investment Group, Inc. | 2,395 | $1.51M | 1.08% | −20−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 2,397 | $1.51M | 0.26% | −220−8.4% | Reduced |
| Jennison Associates LLC | 2,400 | $1.51M | 0.00% | −2,708−53.0% | Reduced |
| Citizens National Bank Trust Department | 2,412 | $1.52M | 0.32% | −145−5.7% | Reduced |
| Capital Planning Advisors, LLC | 2,413 | $1.52M | 0.23% | +244+11.2% | Added |
| Unigestion Holding SA | 2,431 | $1.53M | 0.09% | +601+32.8% | Added |
| SRS Capital Advisors, Inc. | 2,436 | $1.53M | 0.10% | +84+3.6% | Added |
| 111 Capital | 2,441 | $1.53M | 0.32% | +2,441 | New |
| Quotient Wealth Partners, LLC | 2,441 | $1.53M | 0.05% | −88−3.5% | Reduced |
| Chesley Taft & Associates LLC | 2,445 | $1.54M | 0.07% | −875−26.4% | Reduced |
| Clarius Group, LLC | 2,449 | $1.54M | 0.11% | −51−2.0% | Reduced |
| Nutshell Asset Management Ltd | 2,450 | $1.54M | 0.97% | +2,450 | New |
| Family Legacy, Inc. | 2,460 | $1.54M | 0.52% | +80+3.4% | Added |
| Glenview Trust Co | 2,452 | $1.54M | 0.03% | +1,328+118.1% | Added |
| Moss Adams Wealth Advisors LLC | 2,456 | $1.54M | 0.16% | +45+1.9% | Added |
| Scientech Research LLC | 2,461 | $1.55M | 0.44% | −1,531−38.4% | Reduced |
| Advisor OS, LLC | 2,499 | $1.57M | 0.18% | −687−21.6% | Reduced |
| Jump Financial, LLC | 2,502 | $1.57M | 0.03% | −777−23.7% | Reduced |
| RMR Wealth Builders | 2,511 | $1.58M | 0.16% | +177+7.6% | Added |
| Buckingham Strategic Partners | 2,511 | $1.58M | 0.03% | +798+46.6% | Added |
| Stablepoint Partners, LLC | 2,526 | $1.59M | 0.29% | −110−4.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,526 | $1.59M | 0.13% | −73−2.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,620 | $1.59M | 0.39% | +31+1.2% | Added |
| Atomi Financial Group, Inc. | 2,532 | $1.59M | 0.08% | +257+11.3% | Added |