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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 5,033 | $3.16M | 0.15% | +216+4.5% | Added |
| Compass Wealth Management LLC | 5,035 | $3.16M | 0.76% | −193−3.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,042 | $3.17M | 0.38% | −730−12.6% | Reduced |
| Brown Brothers Harriman & Co | 5,119 | $3.22M | 0.02% | +120+2.4% | Added |
| Ofi Invest Asset Management | 5,301 | $3.22M | 0.08% | +5,301 | New |
| Vestcor Inc | 5,169 | $3.25M | 0.11% | −213−4.0% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $3.25M | 1.33% | 00.0% | Unchanged |
| Baer Investment Advisory LLC | 4,843 | $3.26M | 4.88% | +4,843 | New |
| Oak Harvest Investment Services | 5,199 | $3.27M | 0.46% | +5,199 | New |
| Capital Asset Advisory Services LLC | 5,262 | $3.32M | 0.16% | +252+5.0% | Added |
| S.A. Mason LLC | 5,282 | $3.32M | 1.74% | −105−1.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,300 | $3.33M | 0.34% | +5,300 | New |
| Spire Wealth Management | 5,333 | $3.35M | 0.10% | +795+17.5% | Added |
| Davidson Capital Management Inc. | 5,371 | $3.38M | 0.89% | +227+4.4% | Added |
| Voleon Capital Management LP | 5,371 | $3.38M | 0.25% | +5,371 | New |
| Brasada Capital Management, LP | 5,511 | $3.38M | 0.60% | +261+5.0% | Added |
| Artisan Partners Limited Partnership | 5,393 | $3.39M | 0.01% | −900,040−99.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,415 | $3.40M | 0.07% | −2,952−35.3% | Reduced |
| Thoroughbred Financial Services, LLC | 5,479 | $3.44M | 0.21% | −123−2.2% | Reduced |
| First Bank & Trust | 5,479 | $3.44M | 0.66% | +82+1.5% | Added |
| Equitable Trust Co | 5,492 | $3.45M | 0.19% | −126−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,507 | $3.46M | 0.13% | −282−4.9% | Reduced |
| RVW Wealth, LLC | 5,560 | $3.49M | 0.33% | +10.0% | Added |
| Scharf Investments, LLC | 5,570 | $3.50M | 0.10% | +326+6.2% | Added |
| City Holding Co | 5,573 | $3.50M | 0.50% | −1,417−20.3% | Reduced |
| Signaturefd, LLC | 5,608 | $3.52M | 0.07% | −332−5.6% | Reduced |
| Martin Capital Advisors, LLP | 5,611 | $3.53M | 2.27% | +125+2.3% | Added |
| Roberts Wealth Advisors, LLC | 5,692 | $3.54M | 1.07% | −24−0.4% | Reduced |
| Farther Finance Advisors, LLC | 5,650 | $3.55M | 0.13% | +278+5.2% | Added |
| Mitchell Capital Management Co | 5,652 | $3.55M | 0.62% | −289−4.9% | Reduced |
| Gamco Investors, Inc. Et Al | 5,675 | $3.57M | 0.04% | −95−1.6% | Reduced |
| Chilton Investment Co LLC | 5,718 | $3.59M | 0.09% | +99+1.8% | Added |
| S&CO Inc | 5,749 | $3.61M | 0.25% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,765 | $3.62M | 0.14% | −133−2.3% | Reduced |
| Roundview Capital LLC | 5,819 | $3.66M | 0.26% | +1,278+28.1% | Added |
| Americana Partners, LLC | 5,840 | $3.67M | 0.15% | +334+6.1% | Added |
| Resources Investment Advisors, LLC. | 5,868 | $3.69M | 0.04% | −1,394−19.2% | Reduced |
| Cohen Investment Advisors LLC | 5,869 | $3.69M | 2.22% | +79+1.4% | Added |
| Diversify Wealth Management, LLC | 5,929 | $3.70M | 0.29% | +3,001+102.5% | Added |
| Central Trust Co | 5,881 | $3.70M | 0.09% | −513−8.0% | Reduced |
| Weil Company, Inc. | 5,898 | $3.71M | 1.28% | +149+2.6% | Added |
| China Universal Asset Management Co., Ltd. | 5,943 | $3.74M | 0.35% | +1,392+30.6% | Added |
| AXS Investments LLC | 5,968 | $3.75M | 1.04% | −26−0.4% | Reduced |
| AE Wealth Management LLC | 5,979 | $3.76M | 0.03% | −2,124−26.2% | Reduced |
| Summerhill Capital Management lnc. | 5,980 | $3.76M | 2.80% | +127+2.2% | Added |
| Meeder Advisory Services, Inc. | 6,004 | $3.77M | 0.24% | −47−0.8% | Reduced |
| Karani Asset Management LLC | 6,042 | $3.80M | 3.54% | +6,042 | New |
| Pamalican Asset Management Ltd | 6,100 | $3.83M | 1.69% | +6,100 | New |
| Ocean Capital Management, LLC | 6,149 | $3.86M | 0.84% | +101+1.7% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.87M | 0.46% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,175 | $3.88M | 0.25% | +640+11.6% | Added |
| Atria Wealth Solutions, Inc. | 6,241 | $3.92M | 0.04% | +804+14.8% | Added |
| Logan Capital Management Inc | 6,245 | $3.92M | 0.16% | −666−9.6% | Reduced |
| Chiron Investment Management, LLC | 6,267 | $3.94M | 1.31% | +6,267 | New |
| LGT Fund Management Co Ltd. | 6,337 | $3.98M | 0.35% | +997+18.7% | Added |
| Mission Creek Capital Partners, Inc. | 6,433 | $4.04M | 0.88% | +49+0.8% | Added |
| Crestline Management, LP | 6,448 | $4.05M | 0.14% | +1,488+30.0% | Added |
| Alps Advisors Inc | 6,456 | $4.06M | 0.03% | +202+3.2% | Added |
| Reuter James Wealth Management, LLC | 6,479 | $4.07M | 0.75% | −100−1.5% | Reduced |
| Strategic Planning Group, LLC | 6,485 | $4.08M | 0.75% | +219+3.5% | Added |
| Monograph Wealth Advisors, LLC | 6,544 | $4.11M | 0.54% | +30+0.5% | Added |
| HB Wealth Management, LLC | 6,550 | $4.12M | 0.04% | +299+4.8% | Added |
| Groupama Asset Managment | 6,557 | $4.13M | 0.08% | −960−12.8% | Reduced |
| Legacy Advisors, LLC | 6,669 | $4.19M | 0.41% | +336+5.3% | Added |
| PEAK6 LLC | 6,670 | $4.19M | 0.16% | +6,670 | New |
| Parsons Capital Management Inc | 6,731 | $4.23M | 0.23% | −836−11.0% | Reduced |
| Stokes Capital Advisors, LLC | 6,751 | $4.24M | 1.10% | +579+9.4% | Added |
| Evoke Wealth, LLC | 6,754 | $4.24M | 0.12% | +117+1.8% | Added |
| Scholtz & Company, LLC | 6,823 | $4.29M | 2.05% | −60−0.9% | Reduced |
| Cypress Capital Group | 6,859 | $4.31M | 0.53% | −282−3.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,862 | $4.31M | 0.29% | +244+3.7% | Added |
| Aubrey Capital Management Ltd | 8,300 | $4.33M | 1.64% | +200+2.5% | Added |
| Diversified Trust Co | 6,912 | $4.34M | 0.11% | +1,549+28.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 6,950 | $4.37M | 0.08% | +340+5.1% | Added |
| BOK Financial Private Wealth, Inc. | 6,964 | $4.38M | 0.32% | −416−5.6% | Reduced |
| Empowered Funds, LLC | 7,021 | $4.41M | 0.06% | +1,465+26.4% | Added |
| Clark Capital Management Group, Inc. | 7,122 | $4.48M | 0.03% | +1,028+16.9% | Added |
| Liberty One Investment Management, LLC | 7,165 | $4.50M | 0.49% | +436+6.5% | Added |
| Stonegate Investment Group, LLC | 7,167 | $4.50M | 0.12% | −2,749−27.7% | Reduced |
| Evergreen Private Wealth LLC | 7,228 | $4.54M | 2.13% | +47+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 7,228 | $4.54M | 0.33% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,235 | $4.55M | 0.10% | +347+5.0% | Added |
| Empower Advisory Group, LLC | 7,244 | $4.55M | 0.02% | −458−5.9% | Reduced |
| Everence Capital Management Inc | 7,310 | $4.59M | 0.30% | −1,240−14.5% | Reduced |
| Dividend Assets Capital, LLC | 7,333 | $4.61M | 0.89% | +1,397+23.5% | Added |
| Magnetar Financial LLC | 7,350 | $4.62M | 0.11% | −2,290−23.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,362 | $4.63M | 0.59% | +426+6.1% | Added |
| Kestra Private Wealth Services, LLC | 7,409 | $4.66M | 0.08% | +2,858+62.8% | Added |
| Vestmark Advisory Solutions, Inc. | 7,409 | $4.66M | 0.16% | +1,308+21.4% | Added |
| Legal Advantage Investments, Inc. | 7,466 | $4.69M | 2.48% | −87−1.2% | Reduced |
| Fiduciary Trust Co | 7,538 | $4.74M | 0.06% | +54+0.7% | Added |
| Howard Capital Management Inc. | 7,610 | $4.78M | 0.07% | +230+3.1% | Added |
| First Hawaiian Bank | 7,645 | $4.80M | 0.16% | +347+4.8% | Added |
| Sand Hill Global Advisors, LLC | 7,665 | $4.82M | 0.20% | +6,655+658.9% | Added |
| V-Square Quantitative Management LLC | 7,671 | $4.82M | 0.68% | +501+7.0% | Added |
| Rench Wealth Management, Inc. | 7,699 | $4.84M | 1.65% | −294−3.7% | Reduced |
| Sendero Wealth Management, LLC | 7,735 | $4.86M | 0.72% | −620−7.4% | Reduced |
| Redmond Asset Management, LLC | 7,779 | $4.89M | 1.22% | +715+10.1% | Added |
| Papp L Roy & Associates | 7,802 | $4.90M | 0.57% | +37+0.5% | Added |
| Watchman Group, Inc. | 7,804 | $4.90M | 1.29% | −305−3.8% | Reduced |