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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 11,597 | $7.29M | 0.11% | −8,741−43.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,662 | $7.33M | 0.24% | +394+3.5% | Added |
| 2Xideas AG | 11,910 | $7.49M | 1.00% | +222+1.9% | Added |
| Stephens Inc | 11,924 | $7.49M | 0.11% | −232−1.9% | Reduced |
| Marietta Wealth Management, LLC | 11,957 | $7.51M | 1.08% | +263+2.2% | Added |
| Entropy Technologies, LP | 12,001 | $7.54M | 0.78% | +9,522+384.1% | Added |
| Amica Mutual Insurance Co | 12,001 | $7.54M | 0.77% | −3,221−21.2% | Reduced |
| Mission Wealth Management, LP | 12,117 | $7.62M | 0.18% | −165−1.3% | Reduced |
| Boston Private Wealth LLC | 12,164 | $7.65M | 0.14% | +12,164 | New |
| Park Avenue Securities LLC | 12,273 | $7.71M | 0.08% | +4,873+65.9% | Added |
| TD Waterhouse Canada Inc. | 12,367 | $7.77M | 0.06% | −932−7.0% | Reduced |
| Apollon Wealth Management, LLC | 12,452 | $7.83M | 0.18% | +1,589+14.6% | Added |
| Omers Administration Corp | 12,473 | $7.84M | 0.07% | +1,075+9.4% | Added |
| Anderson Hoagland & Co | 12,985 | $7.84M | 0.81% | −55−0.4% | Reduced |
| Eagle Capital Management, LLC | 12,489 | $7.85M | 3.17% | +26+0.2% | Added |
| Cornerstone Advisors, LLC | 12,500 | $7.86M | 0.31% | −1,600−11.3% | Reduced |
| Bright Rock Capital Management, LLC | 12,500 | $7.86M | 1.68% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 12,500 | $7.86M | 2.93% | +12,500 | New |
| Jones Financial Companies LLLP | 12,528 | $7.87M | 0.01% | +5,084+68.3% | Added |
| Strategic Wealth Partners, Ltd. | 13,491 | $7.88M | 0.65% | +2,815+26.4% | Added |
| Raiffeisen Bank International AG | 12,597 | $7.94M | 0.12% | +12,597 | New |
| TrimTabs Asset Management, LLC | 12,721 | $8.00M | 1.05% | +3,968+45.3% | Added |
| Fulcrum Capital LLC | 12,944 | $8.14M | 1.70% | +138+1.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 13,019 | $8.18M | 1.43% | +13,019 | New |
| BTC Capital Management, Inc. | 13,049 | $8.20M | 0.76% | −292−2.2% | Reduced |
| Carmignac Gestion | 13,085 | $8.23M | 0.13% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 13,105 | $8.24M | 0.53% | +2,136+19.5% | Added |
| Pitcairn Co | 13,223 | $8.31M | 0.49% | −1,928−12.7% | Reduced |
| New Mexico Educational Retirement Board | 13,278 | $8.35M | 0.28% | −400−2.9% | Reduced |
| Advisory Services Network, LLC | 13,284 | $8.35M | 0.16% | +1,076+8.8% | Added |
| Motley Fool Asset Management LLC | 13,293 | $8.35M | 0.44% | +2,013+17.8% | Added |
| Jacobs & Co | 13,348 | $8.39M | 0.85% | +359+2.8% | Added |
| Montag A & Associates Inc | 13,435 | $8.44M | 0.40% | −2,035−13.2% | Reduced |
| Central Bank & Trust Co | 13,488 | $8.48M | 1.28% | −1,613−10.7% | Reduced |
| American Money Management, LLC | 13,525 | $8.50M | 1.66% | −160−1.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,656 | $8.58M | 0.88% | +306+2.3% | Added |
| Cyrus J. Lawrence, LLC | 13,859 | $8.71M | 1.68% | −30−0.2% | Reduced |
| Manchester Global Management (UK) Ltd | 13,926 | $8.75M | 1.15% | −7,500−35.0% | Reduced |
| Groupe la Francaise | 13,695 | $8.79M | 0.23% | +13,695 | New |
| Flputnam Investment Management Co | 13,994 | $8.80M | 0.16% | −986−6.6% | Reduced |
| Los Angeles Capital Management LLC | 14,033 | $8.82M | 0.04% | −15,607−52.7% | Reduced |
| Buck Wealth Strategies, LLC | 14,036 | $8.82M | 1.83% | +3,035+27.6% | Added |
| Citizens Financial Group Inc | 14,112 | $8.87M | 0.17% | +689+5.1% | Added |
| Elk River Wealth Management, LLC | 14,176 | $8.91M | 1.61% | +8+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 14,179 | $8.91M | 0.17% | +451+3.3% | Added |
| Ferguson Wellman Capital Management, Inc | 14,415 | $9.06M | 0.17% | −42−0.3% | Reduced |
| Thrivent Financial for Lutherans | 14,350 | $9.10M | 0.02% | −383−2.6% | Reduced |
| CWA Asset Management Group, LLC | 14,478 | $9.10M | 0.46% | −391−2.6% | Reduced |
| Oak Ridge Investments LLC | 14,746 | $9.27M | 0.73% | −803−5.2% | Reduced |
| Maryland State Retirement & Pension System | 14,786 | $9.29M | 0.20% | −963−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,865 | $9.34M | 0.03% | +366+2.5% | Added |
| American National Bank | 14,870 | $9.35M | 1.04% | +2,802+23.2% | Added |
| Jefferies Financial Group Inc. | 14,913 | $9.37M | 0.10% | −31,747−68.0% | Reduced |
| MAI Capital Management | 15,031 | $9.45M | 0.07% | +2,274+17.8% | Added |
| L1 Capital International Pty Ltd | 15,036 | $9.45M | 2.90% | +3,728+33.0% | Added |
| Tocqueville Asset Management L.P. | 15,056 | $9.46M | 0.15% | −299−1.9% | Reduced |
| Securian Asset Management, Inc | 15,091 | $9.48M | 0.28% | −359−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 15,136 | $9.51M | 0.09% | +1,607+11.9% | Added |
| First Long Island Investors, LLC | 15,304 | $9.62M | 0.76% | 00.0% | Unchanged |
| Ithaka Group LLC | 15,406 | $9.68M | 1.78% | −666−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,478 | $9.73M | 0.09% | +136+0.9% | Added |
| Headinvest, LLC | 15,502 | $9.74M | 1.84% | −530−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,539 | $9.77M | 0.24% | +630+4.2% | Added |
| Glenmede Trust Co NA | 15,553 | $9.78M | 0.05% | −94−0.6% | Reduced |
| Metis Global Partners, LLC | 15,554 | $9.78M | 0.29% | +208+1.4% | Added |
| Evelyn Partners Asset Management Ltd | 15,761 | $9.91M | 2.67% | +15,761 | New |
| Motco | 15,773 | $9.91M | 1.02% | −127−0.8% | Reduced |
| Apriem Advisors | 15,778 | $9.92M | 1.14% | −360−2.2% | Reduced |
| Davenport & Co LLC | 15,780 | $9.92M | 0.06% | −242−1.5% | Reduced |
| Sheets Smith Wealth Management | 15,947 | $10.0M | 1.22% | −25−0.2% | Reduced |
| XXEC, Inc. | 15,999 | $10.1M | 8.34% | −1,007−5.9% | Reduced |
| Arcadia Investment Management Corp | 16,190 | $10.2M | 1.63% | −15−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 16,325 | $10.3M | 0.15% | −8,460−34.1% | Reduced |
| Norinchukin Bank, The | 16,464 | $10.3M | 0.22% | +1,852+12.7% | Added |
| Harvest Fund Management Co., Ltd | 16,474 | $10.4M | 0.48% | +3,597+27.9% | Added |
| Sanctuary Advisors, LLC | 17,133 | $10.4M | 0.07% | −1,621−8.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 16,525 | $10.4M | 0.29% | −4,150−20.1% | Reduced |
| TownSquare Capital, LLC | 16,621 | $10.4M | 0.12% | +1,621+10.8% | Added |
| Toroso Investments, LLC | 16,789 | $10.6M | 0.09% | +2,434+17.0% | Added |
| Waratah Capital Advisors Ltd. | 16,794 | $10.6M | 0.59% | +16,794 | New |
| GHP Investment Advisors, Inc. | 16,815 | $10.6M | 0.49% | −163−1.0% | Reduced |
| Tiaa Trust, National Association | 16,847 | $10.6M | 0.03% | −937−5.3% | Reduced |
| Bokf, NA | 17,029 | $10.6M | 0.18% | −409−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,204 | $10.7M | 0.02% | −1,898−9.9% | Reduced |
| Sycomore Asset Management | 16,846 | $10.7M | 1.54% | +4,687+38.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,036 | $10.7M | 0.13% | +5,135+43.1% | Added |
| Barlow Wealth Partners, Inc. | 17,305 | $10.8M | 1.36% | +517+3.1% | Added |
| Evelyn Partners Investment Management LLP | 17,113 | $10.8M | 0.35% | +17,113 | New |
| Alberta Investment Management Corp | 17,115 | $10.8M | 0.07% | +17,115 | New |
| Pinnacle Financial Partners Inc | 17,166 | $10.8M | 0.22% | +515+3.1% | Added |
| Trillium Asset Management, LLC | 17,183 | $10.8M | 0.28% | +15,733+1,085.0% | Added |
| Hartford Investment Management Co | 17,326 | $10.9M | 0.36% | −268−1.5% | Reduced |
| CWM, LLC | 17,338 | $10.9M | 0.05% | +428+2.5% | Added |
| Allianz SE | 17,343 | $10.9M | 0.28% | +336+2.0% | Added |
| Azimuth Capital Investment Management LLC | 17,528 | $11.0M | 0.43% | +669+4.0% | Added |
| Huntington National Bank | 17,739 | $11.1M | 0.08% | −74−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 17,849 | $11.2M | 0.16% | +23+0.1% | Added |
| Financial Counselors Inc | 17,885 | $11.2M | 0.16% | +248+1.4% | Added |
| McKinley Carter Wealth Services, Inc. | 18,107 | $11.4M | 0.70% | −73−0.4% | Reduced |
| Patten & Patten Inc | 18,228 | $11.5M | 0.76% | −804−4.2% | Reduced |