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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.

Institutional holdersQ4 2024: 2,067 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2024: $147.4B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2024.

Institutions holding INTU in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coppell Advisory Solutions LLC121$76.6K0.01%−30−19.9%Reduced
Anfield Capital Management, LLC125$78.6K0.03%00.0%Unchanged
Clark Wealth Partners126$79.4K0.06%+126New
Curio Wealth, LLC134$84.2K0.05%+134New
Private Wealth Management Group, LLC137$86.1K0.03%+2+1.5%Added
Loomis Sayles & Co L P138$87.0K0.00%+2+1.5%Added
GW&K Investment Management, LLC145$91.0K0.00%+4+2.8%Added
Financial Network Wealth Advisors LLC147$92.4K0.17%−244−62.4%Reduced
Farmers & Merchants Trust Co of Chambersburg PA150$94.0K0.04%00.0%Unchanged
Proequities, Inc.154$94.2K0.01%−123−44.4%Reduced
Fedenia Advisers LLC150$94.3K0.06%+150New
Mowery & Schoenfeld Wealth Management, LLC164$103.1K0.20%+39+31.2%Added
Washington Trust Advisors, Inc.164$103.3K0.01%−29−15.0%Reduced
Arrowpoint Investment Partners (Singapore) Pte. Ltd.170$106.8K0.07%+170New
GKV Capital Management Co., Inc.170$106.8K0.04%+170New
Global Financial Private Client, LLC172$108.1K0.04%+2+1.2%Added
Washington Trust Co172$108.2K0.00%+5+3.0%Added
Caitong International Asset Management Co., Ltd174$109.4K0.11%+174New
Independence Bank of Kentucky175$110.0K0.02%+22+14.4%Added
Providence First Trust Co175$110.0K0.04%+175New
Avalon Trust Co177$111.2K0.01%+20+12.7%Added
Indiana Trust & Investment Management CO180$113.1K0.04%00.0%Unchanged
Continuum Advisory, LLC183$115.0K0.01%+12+7.0%Added
General Partner, Inc.187$117.5K0.07%00.0%Unchanged
Farmers & Merchants Investments Inc188$118.2K0.00%−1−0.5%Reduced
Sierra Ocean, LLC189$118.9K0.10%+189New
Brown Shipley& Co Ltd193$121.3K0.06%00.0%Unchanged
Birch Capital Management, LLC197$123.8K0.06%00.0%Unchanged
Peoples Bank200$125.7K0.09%00.0%Unchanged
New Wave Wealth Advisors LLC204$128.2K0.05%+204New
IMG Wealth Management, Inc.205$128.8K0.12%+205New
St Germain D J Co Inc207$130.1K0.01%00.0%Unchanged
Larson Financial Group LLC208$130.8K0.01%−92−30.7%Reduced
Rise Advisors, LLC219$137.8K0.07%−6−2.7%Reduced
ORG Partners LLC224$140.9K0.02%+85+61.2%Added
Main Street Group, LTD227$141.9K0.05%+2+0.9%Added
C M Bidwell & Associates Ltd227$142.7K0.09%00.0%Unchanged
Delta Asset Management LLC228$143.3K0.01%00.0%Unchanged
S&T Bank228$143.3K0.05%+228New
Pension & Wealth Management Advisors, Inc.236$148.9K0.06%+3+1.3%Added
Western Pacific Wealth Management, LP247$155.2K0.13%+28+12.8%Added
Pacific Capital Wealth Advisors, Inc249$156.5K0.03%−17−6.4%Reduced
Hexagon Capital Partners LLC250$157.1K0.03%−2−0.8%Reduced
Wellington Shields & Co., LLC256$160.9K0.05%00.0%Unchanged
Coastline Trust Co258$162.2K0.02%−8−3.0%Reduced
Hillsdale Investment Management Inc.262$164.7K0.01%−360−57.9%Reduced
Menard Financial Group LLC265$166.6K0.10%+265New
Murphy & Mullick Capital Management Corp272$171.0K0.16%+272New
AdvisorNet Financial, Inc276$173.5K0.01%−49−15.1%Reduced
Harel Insurance Investments & Financial Services Ltd.281$177.0K0.00%−36−11.4%Reduced
Center for Financial Planning, Inc.283$177.9K0.02%+168+146.1%Added
YANKCOM Partnership286$179.8K0.10%+286New
Capula Management Ltd291$182.9K0.00%+31+11.9%Added
DT Investment Partners, LLC295$185.4K0.02%+15+5.4%Added
Versant Capital Management, Inc295$185.4K0.04%+55+22.9%Added
Johnson Financial Group, Inc.310$186.5K0.01%−130−29.5%Reduced
Hemington Wealth Management300$188.0K0.05%+14+4.9%Added
Catherine Avery Investment Management LLC300$188.6K0.17%+300New
Covestor Ltd305$192.0K0.12%−80−20.8%Reduced
Park Place Capital Corp310$194.8K0.05%+42+15.7%Added
Diversified Enterprises, LLC319$200.5K0.02%+319New
Riverview Trust Co320$201.1K0.18%+2+0.6%Added
Lifeworks Advisors, LLC321$201.6K0.04%+321New
Wade Financial Advisory, Inc322$202.4K0.07%−25−7.2%Reduced
Crawford Investment Counsel Inc323$203.0K0.00%+323New
Arthur M. Cohen & Associates, LLC323$203.0K0.04%+323New
UMA Financial Services, Inc.323$203.0K0.03%+323New
Strive Asset Management, LLC323$203.0K0.15%+323New
Blue Chip Partners, Inc.325$203.9K0.02%+6+1.9%Added
SGL Investment Advisors, Inc.354$204.1K0.10%−681−65.8%Reduced
Osprey Private Wealth LLC325$204.3K0.14%00.0%Unchanged
Invst, LLC325$204.3K0.02%−2−0.6%Reduced
Pure Financial Advisors, Inc.325$204.4K0.00%+325New
Zhang Financial LLC325$204.4K0.01%+325New
Kesler, Norman & Wride, LLC326$204.8K0.04%−1,582−82.9%Reduced
Aft, Forsyth & Company, Inc.327$205.5K0.10%−96−22.7%Reduced
Golden State Equity Partners327$205.6K0.04%+191+140.4%Added
Naples Global Advisors, LLC327$205.8K0.02%00.0%Unchanged
Ifrah Financial Services, Inc.328$205.9K0.06%−10−3.0%Reduced
Davy Global Fund Management Ltd328$206.1K0.02%+3+0.9%Added
Alpha Cubed Investments, LLC329$206.7K0.01%+329New
United Bank330$207.4K0.02%−14−4.1%Reduced
Farmers & Merchants Trust Co of Long Beach331$208.0K0.05%+331New
Galvin, Gaustad & Stein, LLC332$208.6K0.02%00.0%Unchanged
Westfuller Advisors, LLC333$209.3K0.13%00.0%Unchanged
Resolute Partners Group334$209.9K0.04%+334New
Sunpointe, LLC335$210.5K0.11%−2−0.6%Reduced
DecisionMap Wealth Management, LLC335$210.5K0.17%+335New
Sandy Cove Advisors, LLC335$210.6K0.08%+10+3.1%Added
Golden State Wealth Management, LLC335$210.6K0.03%+335New
Five Oceans Advisors336$211.2K0.10%−100−22.9%Reduced
Sandy Spring Bank336$211.2K0.01%00.0%Unchanged
Chancellor Financial Group WB LP337$211.8K0.17%+337New
Power Wealth Management LLC337$211.8K0.09%−42−11.1%Reduced
Sound Income Strategies, LLC337$211.8K0.01%+6+1.8%Added
Westmount Partners, LLC337$211.8K0.06%+10+3.1%Added
Ausdal Financial Partners, Inc.341$214.3K0.02%+341New
Onyx Bridge Wealth Group LLC342$214.9K0.03%−2−0.6%Reduced
Werba Rubin Papier Wealth Management344$216.2K0.05%+16+4.9%Added
Osborne Partners Capital Management, LLC344$216.2K0.01%+344New