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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 3,538 | $2.23M | 0.23% | +527+17.5% | Added |
| Brighton Jones LLC | 3,552 | $2.23M | 0.06% | +1,350+61.3% | Added |
| Outfitter Financial LLC | 3,559 | $2.24M | 1.79% | −50−1.4% | Reduced |
| Generali Investments, Management Co LLC | 3,571 | $2.24M | 0.58% | +3,571 | New |
| Frank, Rimerman Advisors LLC | 3,575 | $2.25M | 0.16% | −1,722−32.5% | Reduced |
| Summit Financial, LLC | 3,579 | $2.25M | 0.08% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 3,582 | $2.25M | 0.09% | +351+10.9% | Added |
| Willow Creek Wealth Management Inc. | 3,587 | $2.25M | 0.23% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,587 | $2.25M | 0.03% | −1,091−23.3% | Reduced |
| Qtron Investments LLC | 3,588 | $2.26M | 0.32% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 3,610 | $2.27M | 1.00% | −60−1.6% | Reduced |
| WT Wealth Management | 3,626 | $2.28M | 0.72% | +93+2.6% | Added |
| Venturi Wealth Management, LLC | 3,632 | $2.28M | 0.11% | −180−4.7% | Reduced |
| Advent International Corp | 3,643 | $2.29M | 0.05% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,645 | $2.29M | 0.25% | −4−0.1% | Reduced |
| Mirabella Financial Services LLP | 3,667 | $2.30M | 0.21% | −267−6.8% | Reduced |
| Ballentine Partners, LLC | 3,682 | $2.31M | 0.04% | −123−3.2% | Reduced |
| Ostrum Asset Management | 3,683 | $2.31M | 0.20% | +78+2.2% | Added |
| Fairfield, Bush & Co. | 3,685 | $2.32M | 1.36% | +10+0.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,707 | $2.33M | 0.33% | +3,707 | New |
| Exchange Traded Concepts, LLC | 3,744 | $2.35M | 0.05% | −14,462−79.4% | Reduced |
| Adviser Investments LLC | 3,795 | $2.39M | 0.03% | +433+12.9% | Added |
| Inlet Private Wealth, LLC | 3,820 | $2.40M | 0.63% | −8−0.2% | Reduced |
| Wedmont Private Capital | 3,885 | $2.42M | 0.13% | +156+4.2% | Added |
| Kornitzer Capital Management Inc | 3,890 | $2.44M | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,961 | $2.49M | 0.08% | +35+0.9% | Added |
| Ritholtz Wealth Management | 3,984 | $2.50M | 0.07% | −111−2.7% | Reduced |
| Dohj, LLC | 3,993 | $2.51M | 0.58% | +261+7.0% | Added |
| Merit Financial Group, LLC | 3,999 | $2.51M | 0.05% | +1,400+53.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.51M | 0.57% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,006 | $2.52M | 0.47% | +3,857+2,588.6% | Added |
| Unique Wealth, LLC | 4,015 | $2.52M | 0.53% | +322+8.7% | Added |
| Pinkerton Retirement Specialists, LLC | 4,022 | $2.53M | 0.37% | −41−1.0% | Reduced |
| Dakota Wealth Management | 4,027 | $2.53M | 0.06% | −30−0.7% | Reduced |
| Graypoint LLC | 4,045 | $2.54M | 0.15% | +1,606+65.8% | Added |
| GAMMA Investing LLC | 4,048 | $2.54M | 0.22% | +210+5.5% | Added |
| Ninety One SA (PTY) Ltd | 4,062 | $2.55M | 0.56% | +156+4.0% | Added |
| Archford Capital Strategies, LLC | 4,079 | $2.56M | 0.39% | +24+0.6% | Added |
| Central Pacific Bank - Trust Division | 4,109 | $2.58M | 0.34% | −149−3.5% | Reduced |
| MUFG Securities Americas Inc. | 4,138 | $2.60M | 0.33% | +4,138 | New |
| Banco Santander, S.A. | 4,144 | $2.60M | 0.03% | +204+5.2% | Added |
| Avestar Capital, LLC | 4,163 | $2.62M | 0.24% | +210+5.3% | Added |
| Sompo Asset Management Co., Ltd. | 4,180 | $2.63M | 0.44% | +1,280+44.1% | Added |
| Essex Investment Management Co LLC | 4,189 | $2.63M | 0.47% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 4,197 | $2.64M | 0.59% | −52−1.2% | Reduced |
| Scott & Selber, Inc. | 4,212 | $2.65M | 0.80% | −105−2.4% | Reduced |
| Palisade Capital Management LLC | 4,224 | $2.66M | 0.07% | −418−9.0% | Reduced |
| STF Management LP | 4,238 | $2.66M | 1.20% | +199+4.9% | Added |
| Miracle Mile Advisors, LLC | 4,239 | $2.66M | 0.05% | +311+7.9% | Added |
| Spears Abacus Advisors LLC | 4,246 | $2.67M | 0.05% | +239+6.0% | Added |
| Argonautica Private Wealth Management, Inc | 4,269 | $2.68M | 0.87% | −94−2.2% | Reduced |
| Petredis Investment Advisors LLC | 4,272 | $2.68M | 0.28% | −71−1.6% | Reduced |
| Cloverfields Capital Group, LP | 4,273 | $2.69M | 0.86% | −39−0.9% | Reduced |
| Freedom Day Solutions, LLC | 4,282 | $2.69M | 0.80% | +96+2.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,290 | $2.70M | 0.18% | −2,923−40.5% | Reduced |
| William Allan, LLC | 4,306 | $2.71M | 1.66% | +129+3.1% | Added |
| Evergreen Capital Management LLC | 4,314 | $2.71M | 0.09% | −445−9.4% | Reduced |
| Old National Bancorp | 4,327 | $2.72M | 0.06% | +7+0.2% | Added |
| Ironwood Financial, llc | 4,336 | $2.73M | 0.57% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 4,340 | $2.73M | 0.46% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,350 | $2.73M | 0.20% | +9+0.2% | Added |
| Vise Technologies, Inc. | 4,356 | $2.74M | 0.23% | +1,109+34.2% | Added |
| Dynasty Wealth Management, LLC | 4,359 | $2.74M | 0.05% | +371+9.3% | Added |
| MV Capital Management, Inc. | 4,391 | $2.76M | 0.29% | +3+0.1% | Added |
| BNP Paribas | 4,378 | $2.76M | 0.11% | −99−2.2% | Reduced |
| Peloton Wealth Strategists | 4,399 | $2.77M | 1.12% | +738+20.2% | Added |
| Welch & Forbes LLC | 4,414 | $2.77M | 0.04% | +6+0.1% | Added |
| EFG Asset Management (North America) Corp. | 4,413 | $2.77M | 0.38% | −1,839−29.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,421 | $2.78M | 0.03% | +526+13.5% | Added |
| Ted Buchan & Co | 4,456 | $2.80M | 1.32% | 00.0% | Unchanged |
| Guardian Capital LP | 4,470 | $2.81M | 0.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 4,475 | $2.81M | 0.59% | +34+0.8% | Added |
| Independent Solutions Wealth Management, LLC | 4,523 | $2.84M | 0.62% | −120−2.6% | Reduced |
| Melqart Asset Management (UK) Ltd | 4,548 | $2.86M | 0.38% | +4,548 | New |
| Sanders Morris Harris LLC | 4,576 | $2.88M | 0.43% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,606 | $2.89M | 0.09% | −107−2.3% | Reduced |
| Biltmore Family Office, LLC | 4,609 | $2.90M | 0.49% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 4,613 | $2.90M | 2.39% | +4,613 | New |
| Perigon Wealth Management, LLC | 4,793 | $2.91M | 0.07% | +162+3.5% | Added |
| Herold Advisors, Inc. | 4,652 | $2.92M | 0.64% | −242−4.9% | Reduced |
| Burling Wealth Partners, LLC | 4,683 | $2.94M | 0.60% | +4,683 | New |
| Intech Investment Management LLC | 4,689 | $2.95M | 0.03% | −264−5.3% | Reduced |
| Aigen Investment Management, LP | 4,706 | $2.96M | 0.52% | +4,706 | New |
| Guardian Partners Inc. | 4,730 | $2.96M | 0.30% | +4,730 | New |
| Harrington Investments, INC | 4,785 | $3.01M | 1.65% | +148+3.2% | Added |
| Ossiam | 4,794 | $3.01M | 0.05% | −40,773−89.5% | Reduced |
| Boit C F David | 4,800 | $3.02M | 1.52% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 4,809 | $3.02M | 1.93% | +74+1.6% | Added |
| Nebula Research & Development LLC | 4,818 | $3.03M | 0.36% | +4,818 | New |
| Beacon Pointe Advisors, LLC | 4,827 | $3.03M | 0.03% | −1,461−23.2% | Reduced |
| Sciencast Management LP | 4,842 | $3.04M | 0.83% | +2,197+83.1% | Added |
| Phoenix Holdings Ltd. | 4,851 | $3.05M | 0.04% | −5,227−51.9% | Reduced |
| Eisler Capital Management Ltd. | 4,927 | $3.07M | 0.10% | +4,927 | New |
| Fairbanks Capital Management, Inc. | 4,923 | $3.09M | 1.93% | −450−8.4% | Reduced |
| Katamaran Capital LLP | 4,963 | $3.12M | 4.17% | +4,963 | New |
| Scotia Capital Inc. | 4,963 | $3.12M | 0.02% | +256+5.4% | Added |
| Decatur Capital Management, Inc. | 4,983 | $3.13M | 1.43% | −74−1.5% | Reduced |
| Pacific Point Advisors, LLC | 5,310 | $3.14M | 1.91% | +5,310 | New |
| Viking Fund Management LLC | 5,000 | $3.14M | 0.49% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,023 | $3.16M | 0.09% | −222−4.2% | Reduced |