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
- 2,067
- +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
- 804 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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 28 | $16.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $17.0K | 0.01% | −5−15.6% | Reduced |
| Longview Financial Advisors LLC | 27 | $17.0K | 0.01% | +27 | New |
| Nemes Rush Group LLC | 27 | $17.1K | 0.00% | +16+145.5% | Added |
| Aspect Partners, LLC | 29 | $18.2K | 0.01% | −4−12.1% | Reduced |
| Westend Capital Management, LLC | 30 | $18.9K | 0.01% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 30 | $18.9K | 0.01% | +30 | New |
| Aspetuck Financial Management LLC | 30 | $18.9K | 0.01% | +30 | New |
| Kentucky Trust Co | 30 | $18.9K | 0.01% | +30 | New |
| Noble Wealth Management PBC | 31 | $19.5K | 0.01% | +31 | New |
| REAP Financial Group, LLC | 31 | $19.5K | 0.00% | −13−29.5% | Reduced |
| Old Point Trust & Financial Services N A | 32 | $20.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $20.1K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 33 | $20.7K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 33 | $20.7K | 0.02% | +33 | New |
| Avion Wealth | 35 | $21.0K | 0.01% | +6+20.7% | Added |
| High Note Wealth, LLC | 34 | $21.4K | 0.01% | +34 | New |
| Grayhawk Investment Strategies Inc. | 36 | $22.6K | 0.04% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 36 | $22.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $22.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 40 | $25.1K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 40 | $25.1K | 0.02% | +40 | New |
| Copia Wealth Management | 40 | $25.1K | 0.02% | +40 | New |
| Hollencrest Capital Management | 41 | $25.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 44 | $27.0K | 0.00% | −1−2.2% | Reduced |
| Hanson & Doremus Investment Management | 43 | $27.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 43 | $27.0K | 0.00% | +18+72.0% | Added |
| Trifecta Capital Advisors, LLC | 44 | $27.7K | 0.01% | −15−25.4% | Reduced |
| Optimum Investment Advisors | 44 | $27.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 44 | $27.7K | 0.01% | +44 | New |
| Migdal Insurance & Financial Holdings Ltd. | 45 | $28.0K | 0.00% | +45 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $28.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 46 | $28.9K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 46 | $28.9K | 0.02% | +46 | New |
| Creative Financial Designs Inc | 50 | $31.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $31.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $31.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $31.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 51 | $32.1K | 0.01% | +4+8.5% | Added |
| Bangor Savings Bank | 54 | $33.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 54 | $33.9K | 0.01% | +4+8.0% | Added |
| Colonial Trust Advisors | 54 | $33.9K | 0.00% | +6+12.5% | Added |
| Lavaca Capital LLC | 56 | $35.2K | 0.02% | +56 | New |
| VSM Wealth Advisory, LLC | 56 | $35.2K | 0.01% | +56 | New |
| Aviso Financial Inc. | 57 | $35.8K | 0.00% | −1,011−94.7% | Reduced |
| Cornerstone National Bank & Trust Co | 57 | $35.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 58 | $36.5K | 0.00% | +30+107.1% | Added |
| HHM Wealth Advisors, LLC | 59 | $37.1K | 0.01% | +9+18.0% | Added |
| PMV Capital Advisers, LLC | 59 | $37.1K | 0.10% | +59 | New |
| Hilltop National Bank | 60 | $37.7K | 0.01% | −42−41.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $37.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 62 | $39.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $39.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 63 | $39.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $40.2K | 0.02% | −1−1.5% | Reduced |
| Horizon Bancorp Inc | 65 | $41.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 66 | $41.0K | 0.02% | +65+6,500.0% | Added |
| Bogart Wealth, LLC | 66 | $41.5K | 0.00% | +11+20.0% | Added |
| Rialto Wealth Management, LLC | 66 | $41.5K | 0.01% | +66 | New |
| Atwood & Palmer Inc | 67 | $42.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 68 | $42.7K | 0.02% | −6−8.1% | Reduced |
| Webster Bank, N. A. | 72 | $45.3K | 0.00% | −9−11.1% | Reduced |
| Salomon & Ludwin, LLC | 72 | $45.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $45.3K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 72 | $45.3K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 72 | $45.3K | 0.05% | +72 | New |
| Cornerstone Planning Group LLC | 75 | $45.5K | 0.01% | −3−3.8% | Reduced |
| Piscataqua Savings Bank | 75 | $47.1K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $47.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 76 | $47.8K | 0.02% | +15+24.6% | Added |
| Toth Financial Advisory Corp | 81 | $50.6K | 0.01% | −9−10.0% | Reduced |
| Pacifica Partners Inc. | 83 | $51.7K | 0.02% | +18+27.7% | Added |
| Ransom Advisory, Ltd | 84 | $52.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 85 | $53.4K | 0.01% | −6−6.6% | Reduced |
| Paladin Advisory Group, LLC | 86 | $54.1K | 0.04% | −1−1.1% | Reduced |
| Key Financial Inc | 86 | $54.1K | 0.01% | +3+3.6% | Added |
| Laurel Wealth Advisors LLC | 89 | $55.9K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 90 | $56.6K | 0.03% | +90 | New |
| Retirement Wealth Solutions LLC | 93 | $58.1K | 0.05% | +93 | New |
| Abound Wealth Management | 93 | $58.4K | 0.02% | −1−1.1% | Reduced |
| BankPlus Trust Department | 97 | $61.0K | 0.02% | +97 | New |
| Financial Management Professionals, Inc. | 98 | $61.6K | 0.01% | +2+2.1% | Added |
| Whipplewood Advisors, LLC | 98 | $61.6K | 0.04% | +98 | New |
| GPS Wealth Strategies Group, LLC | 98 | $61.9K | 0.01% | −1−1.0% | Reduced |
| DecisionPoint Financial, LLC | 100 | $62.9K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $63.5K | 0.04% | −18−15.1% | Reduced |
| Ameriflex Group, Inc. | 106 | $63.7K | 0.03% | +106 | New |
| NVWM, LLC | 106 | $66.6K | 0.02% | −1,550−93.6% | Reduced |
| Kapitalo Investimentos Ltda | 108 | $67.9K | 0.05% | +108 | New |
| J.Safra Asset Management Corp | 108 | $68.1K | 0.01% | +48+80.0% | Added |
| Legacy Investment Solutions, LLC | 118 | $68.3K | 0.04% | +18+18.0% | Added |
| Legacy Wealth Managment, LLC | 118 | $68.3K | 0.04% | +18+18.0% | Added |
| Kieckhefer Group LLC | 110 | $69.1K | 0.04% | +110 | New |
| Redwood Park Advisors LLC | 110 | $69.1K | 0.06% | +110 | New |
| Atala Financial Inc | 111 | $69.8K | 0.05% | +111 | New |
| Deseret Mutual Benefit Administrators | 114 | $71.6K | 0.04% | +8+7.5% | Added |
| First Financial Corp | 114 | $71.6K | 0.03% | +114 | New |
| SJS Investment Consulting Inc. | 115 | $72.3K | 0.01% | +8+7.5% | Added |
| Islay Capital Management, LLC | 117 | $73.5K | 0.05% | −88−42.9% | Reduced |
| Addison Advisors LLC | 120 | $75.4K | 0.02% | −22−15.5% | Reduced |