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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 7,807 | $4.91M | 3.17% | −153−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,869 | $4.95M | 0.49% | −214−2.6% | Reduced |
| Silphium Asset Management Ltd | 8,009 | $5.03M | 1.83% | +1,234+18.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,038 | $5.05M | 0.18% | +195+2.5% | Added |
| Coldstream Capital Management Inc | 8,053 | $5.06M | 0.11% | +469+6.2% | Added |
| Silvercrest Asset Management Group LLC | 8,079 | $5.08M | 0.03% | +352+4.6% | Added |
| Zions Bancorporation, N.A. | 8,099 | $5.09M | 0.32% | +2,338+40.6% | Added |
| ABN AMRO Bank N.V. | 8,223 | $5.12M | 0.07% | +1,866+29.4% | Added |
| Vanderbilt University | 8,145 | $5.12M | 1.00% | +345+4.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 8,165 | $5.13M | 0.15% | −3,387−29.3% | Reduced |
| TD Private Client Wealth LLC | 8,176 | $5.14M | 0.14% | −138−1.7% | Reduced |
| FourThought Financial Partners, LLC | 8,181 | $5.14M | 0.53% | −112−1.4% | Reduced |
| Canal Capital Management, LLC | 8,183 | $5.14M | 0.83% | +189+2.4% | Added |
| EP Wealth Advisors, LLC | 8,193 | $5.15M | 0.04% | −1,794−18.0% | Reduced |
| Beacon Investment Advisors LLC | 8,232 | $5.17M | 2.43% | +59+0.7% | Added |
| Cinctive Capital Management LP | 8,289 | $5.21M | 0.28% | +6,901+497.2% | Added |
| Allstate Corp | 8,316 | $5.23M | 0.15% | +8,316 | New |
| Duncker Streett & Co Inc | 8,357 | $5.25M | 0.98% | −955−10.3% | Reduced |
| First Foundation Advisors | 8,385 | $5.27M | 0.20% | +609+7.8% | Added |
| Letson Investment Management, Inc. | 8,427 | $5.30M | 2.14% | +169+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,461 | $5.32M | 0.24% | +1,565+22.7% | Added |
| Denali Advisors LLC | 8,473 | $5.33M | 0.56% | −19−0.2% | Reduced |
| Madison Asset Management, LLC | 8,539 | $5.37M | 0.06% | −174−2.0% | Reduced |
| Madison Investment Advisors, LLC | 8,539 | $5.37M | 0.06% | +8,539 | New |
| CAPROCK Group, Inc. | 8,634 | $5.43M | 0.18% | +1,568+22.2% | Added |
| Wambolt & Associates, LLC | 8,665 | $5.45M | 1.74% | −1,017−10.5% | Reduced |
| Wolverine Trading, LLC | 8,647 | $5.45M | 0.12% | +6,971+415.9% | Added |
| Harbour Capital Advisors, LLC | 8,681 | $5.47M | 1.22% | −57−0.7% | Reduced |
| Sumitomo Life Insurance Co | 8,719 | $5.48M | 0.10% | −117−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 8,726 | $5.48M | 0.14% | −2,760−24.0% | Reduced |
| First Western Trust Bank | 8,801 | $5.53M | 0.26% | −357−3.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,899 | $5.59M | 0.12% | +40+0.5% | Added |
| Boston Financial Mangement LLC | 8,977 | $5.64M | 0.17% | −17−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 8,988 | $5.65M | 0.09% | +3,249+56.6% | Added |
| Private Advisor Group, LLC | 8,998 | $5.65M | 0.03% | +581+6.9% | Added |
| Insight Holdings Group, LLC | 9,000 | $5.66M | 0.37% | +9,000 | New |
| Peregrine Investment Management Inc | 9,040 | $5.68M | 3.30% | +9,040 | New |
| Wetherby Asset Management Inc | 9,055 | $5.69M | 0.27% | −531−5.5% | Reduced |
| Ellsworth Advisors, LLC | 9,078 | $5.71M | 1.50% | −134−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 9,091 | $5.71M | 0.08% | +114+1.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,128 | $5.74M | 0.84% | −12,160−57.1% | Reduced |
| L & S Advisors Inc | 9,137 | $5.74M | 0.63% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 9,174 | $5.77M | 0.75% | +381+4.3% | Added |
| Penobscot Investment Management Company, Inc. | 9,190 | $5.78M | 0.52% | −308−3.2% | Reduced |
| Dynamic Advisor Solutions LLC | 9,219 | $5.79M | 0.25% | −239−2.5% | Reduced |
| Greenleaf Trust | 9,223 | $5.80M | 0.05% | +72+0.8% | Added |
| Knights of Columbus Asset Advisors LLC | 9,245 | $5.81M | 0.38% | −90−1.0% | Reduced |
| Snowden Capital Advisors LLC | 9,302 | $5.85M | 0.18% | +93+1.0% | Added |
| Iyo Bank, Ltd. | 9,303 | $5.85M | 2.00% | +1,120+13.7% | Added |
| M. Kulyk & Associates, LLC | 9,349 | $5.88M | 1.27% | −588−5.9% | Reduced |
| Uhlmann Price Securities, LLC | 9,386 | $5.90M | 4.45% | −427−4.4% | Reduced |
| Vinva Investment Management Ltd | 9,436 | $5.95M | 0.23% | −2,305−19.6% | Reduced |
| Empirical Finance, LLC | 9,501 | $5.97M | 0.35% | −103−1.1% | Reduced |
| Everest Management Corp. | 9,519 | $5.98M | 5.27% | +9,519 | New |
| Eventide Asset Management, LLC | 9,519 | $5.99M | 0.11% | +3,548+59.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,535 | $5.99M | 0.32% | −1,050−9.9% | Reduced |
| Conning Inc. | 9,544 | $6.00M | 0.21% | +185+2.0% | Added |
| Chicago Partners Investment Group LLC | 9,607 | $6.01M | 0.20% | +5,780+151.0% | Added |
| Horizon Investments, LLC | 9,624 | $6.04M | 0.17% | +2,789+40.8% | Added |
| BDF-Gestion | 9,689 | $6.09M | 0.63% | −1,260−11.5% | Reduced |
| New Age Alpha Advisors, LLC | 9,708 | $6.10M | 0.25% | +9,708 | New |
| Campbell Capital Management Inc | 9,731 | $6.12M | 2.39% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 9,746 | $6.13M | 2.21% | +63+0.7% | Added |
| First Nebraska Trust Co | 9,768 | $6.14M | 0.59% | +70+0.7% | Added |
| D.A. Davidson & Co. | 9,787 | $6.15M | 0.05% | +184+1.9% | Added |
| Bey-Douglas LLC | 9,789 | $6.15M | 5.30% | −55−0.6% | Reduced |
| Altrafin AG | 9,814 | $6.17M | 2.14% | +151+1.6% | Added |
| Synovus Financial Corp | 9,819 | $6.17M | 0.08% | +2,324+31.0% | Added |
| APG Asset Management US Inc. | 9,828 | $6.18M | 0.05% | +1,313+15.4% | Added |
| Prime Capital Investment Advisors, LLC | 9,884 | $6.21M | 0.09% | +354+3.7% | Added |
| Alight Capital Management LP | 10,000 | $6.29M | 2.12% | +10,000 | New |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.56% | 00.0% | Unchanged |
| Trust Co of Virginia | 10,147 | $6.38M | 0.59% | −35−0.3% | Reduced |
| Change Path, LLC | 10,166 | $6.39M | 0.20% | +847+9.1% | Added |
| Kestra Advisory Services, LLC | 10,177 | $6.40M | 0.03% | −375−3.6% | Reduced |
| Independent Advisor Alliance | 10,196 | $6.41M | 0.08% | +1,665+19.5% | Added |
| Knollwood Investment Advisory, LLC | 10,200 | $6.41M | 0.67% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,232 | $6.43M | 0.03% | −4,947−32.6% | Reduced |
| Maplelane Capital, LLC | 10,308 | $6.48M | 0.70% | −4,192−28.9% | Reduced |
| Two Point Capital Management, Inc. | 10,700 | $6.52M | 2.33% | −19−0.2% | Reduced |
| Carderock Capital Management Inc | 10,395 | $6.53M | 1.64% | −540−4.9% | Reduced |
| NewEdge Wealth, LLC | 10,493 | $6.59M | 0.11% | −277−2.6% | Reduced |
| Lindbrook Capital, LLC | 10,613 | $6.67M | 0.60% | −109−1.0% | Reduced |
| Plato Investment Management Ltd | 10,598 | $6.69M | 0.49% | +841+8.6% | Added |
| Twin Capital Management Inc | 10,679 | $6.71M | 0.73% | +40+0.4% | Added |
| RSM US Wealth Management LLC | 10,702 | $6.74M | 0.10% | +1,233+13.0% | Added |
| Donaldson Capital Management, LLC | 10,779 | $6.77M | 0.26% | +169+1.6% | Added |
| Guinness Atkinson Asset Management Inc | 10,859 | $6.82M | 3.48% | −753−6.5% | Reduced |
| HM Payson & Co | 10,861 | $6.83M | 0.12% | +53+0.5% | Added |
| Howe & Rusling Inc | 10,867 | $6.83M | 0.59% | +10+0.1% | Added |
| Oppenheimer & Co Inc | 10,903 | $6.85M | 0.10% | +68+0.6% | Added |
| Thematics Asset Management | 10,910 | $6.86M | 0.30% | −568−4.9% | Reduced |
| AdvisorShares Investments LLC | 11,095 | $6.97M | 1.35% | +1,582+16.6% | Added |
| Dnca Finance | 11,100 | $6.98M | 0.54% | −3,300−22.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 11,305 | $7.11M | 1.38% | −230−2.0% | Reduced |
| Stonebridge Capital Management Inc | 11,385 | $7.16M | 2.93% | −25−0.2% | Reduced |
| Verition Fund Management LLC | 11,439 | $7.19M | 0.04% | +811+7.6% | Added |
| E Fund Management Co., Ltd. | 11,481 | $7.22M | 0.36% | +3,393+42.0% | Added |
| Kinneret Advisory, LLC | 11,536 | $7.25M | 0.68% | −537−4.4% | Reduced |
| Strategic Wealth Designers | 190,601 | $7.28M | 0.47% | +190,601 | New |