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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 345 | $216.8K | 0.01% | −14−3.9% | Reduced |
| CFO4Life Group, LLC | 345 | $216.8K | 0.04% | +345 | New |
| Wealth Group, Ltd. | 345 | $217.0K | 0.14% | +345 | New |
| Harbour Investments, Inc. | 346 | $217.4K | 0.01% | −5−1.4% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $217.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 346 | $217.5K | 0.02% | +20+6.1% | Added |
| Castle Rock Wealth Management, LLC | 372 | $218.5K | 0.05% | −3−0.8% | Reduced |
| Carolinas Wealth Consulting LLC | 348 | $218.6K | 0.04% | −55−13.6% | Reduced |
| Chatham Capital Group, Inc. | 348 | $218.7K | 0.04% | +348 | New |
| North Forty Two & Co. | 348 | $218.7K | 0.25% | +348 | New |
| Renasant Bank | 349 | $219.3K | 0.14% | +22+6.7% | Added |
| Twelve Points Wealth Management LLC | 350 | $220.0K | 0.06% | −5−1.4% | Reduced |
| Ssi Investment Management LLC | 352 | $221.2K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 353 | $221.9K | 0.07% | −7−1.9% | Reduced |
| McAdam, LLC | 353 | $221.9K | 0.01% | +23+7.0% | Added |
| Lafayette Investments, Inc. | 354 | $222.5K | 0.05% | +10+2.9% | Added |
| Atlas Brown,Inc. | 354 | $222.5K | 0.08% | +2+0.6% | Added |
| NTV Asset Management LLC | 355 | $223.1K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 355 | $223.1K | 0.09% | +20+6.0% | Added |
| Stance Capital LLC | 355 | $223.1K | 0.14% | +355 | New |
| Successful Portfolios LLC | 358 | $225.0K | 0.15% | 00.0% | Unchanged |
| United Advisor Group, LLC | 359 | $225.6K | 0.04% | +359 | New |
| Burton Enright Welch | 361 | $226.9K | 0.05% | +361 | New |
| Pinnacle Bancorp, Inc. | 362 | $227.5K | 0.07% | 00.0% | Unchanged |
| Aviso Wealth Management | 362 | $227.5K | 0.12% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 362 | $227.6K | 0.06% | +362 | New |
| Florida Financial Advisors, LLC | 363 | $228.1K | 0.10% | +32+9.7% | Added |
| Heritage Investment Group, Inc. | 363 | $228.2K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 364 | $229.1K | 0.05% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 366 | $229.8K | 0.01% | +24+7.0% | Added |
| Avanza Fonder AB | 366 | $230.0K | 0.01% | +366 | New |
| Guardian Wealth Advisors, LLC | 369 | $231.6K | 0.02% | +17+4.8% | Added |
| RHS Financial, LLC | 370 | $232.5K | 0.12% | −15−3.9% | Reduced |
| Credit Industriel Et Commercial | 370 | $232.5K | 0.06% | +370 | New |
| Compass Ion Advisors, LLC | 370 | $232.6K | 0.03% | −4−1.1% | Reduced |
| Braun-Bostich & Associates Inc. | 373 | $234.4K | 0.17% | −25−6.3% | Reduced |
| Family CFO Inc | 373 | $234.4K | 0.13% | +373 | New |
| Emerald Advisors, LLC | 374 | $234.8K | 0.03% | +13+3.6% | Added |
| Berkshire Asset Management LLC | 393 | $235.0K | 0.01% | +393 | New |
| Advanced Asset Management Advisors Inc | 375 | $235.7K | 0.06% | 00.0% | Unchanged |
| Claret Asset Management Corp | 376 | $236.0K | 0.04% | −38−9.2% | Reduced |
| BIP Wealth, LLC | 376 | $236.5K | 0.02% | −9−2.3% | Reduced |
| Fundamentun, LLC | 376 | $236.8K | 0.01% | +5+1.3% | Added |
| UBS Oconnor LLC | 377 | $236.9K | 0.01% | +377 | New |
| Merriman Wealth Management, LLC | 377 | $237.2K | 0.01% | +377 | New |
| Seldon Capital LP | 378 | $237.6K | 0.10% | 00.0% | Unchanged |
| West Bancorporation Inc | 379 | $238.2K | 0.16% | −12−3.1% | Reduced |
| Nova Wealth Management, Inc. | 381 | $239.5K | 0.21% | +381 | New |
| Integrity Alliance, LLC. | 381 | $239.5K | 0.03% | +381 | New |
| DSG Capital Advisors, LLC | 385 | $242.0K | 0.04% | +385 | New |
| Linscomb & Williams, Inc. | 385 | $242.0K | 0.01% | +14+3.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 385 | $242.0K | 0.04% | +16+4.3% | Added |
| Baker Avenue Asset Management, LP | 387 | $243.5K | 0.01% | +27+7.5% | Added |
| Solidarilty Wealth, LLC | 388 | $243.9K | 0.06% | −1−0.3% | Reduced |
| Red Wave Investments LLC | 390 | $245.1K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 390 | $245.1K | 0.02% | +34+9.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 391 | $245.7K | 0.03% | 00.0% | Unchanged |
| Canopy Partners, LLC | 391 | $245.7K | 0.09% | +391 | New |
| Leo Wealth, LLC | 391 | $245.9K | 0.02% | +50+14.7% | Added |
| Quantum Financial Advisors, LLC | 392 | $246.1K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 393 | $246.8K | 0.10% | +28+7.7% | Added |
| Stonebrook Private Inc. | 393 | $247.0K | 0.06% | +9+2.3% | Added |
| LifePlan Investment Advisors, Inc. | 394 | $247.6K | 0.15% | −1−0.3% | Reduced |
| XML Financial, LLC | 395 | $248.2K | 0.02% | +66+20.1% | Added |
| Crown Wealth Group, LLC | 395 | $248.3K | 0.10% | +8+2.1% | Added |
| Apexium Financial, LP | 395 | $248.3K | 0.02% | +395 | New |
| Gallacher Capital Management LLC | 395 | $248.5K | 0.12% | −5−1.3% | Reduced |
| Sovran Advisors, LLC | 400 | $249.5K | 0.04% | +400 | New |
| World Equity Group, Inc. | 398 | $250.2K | 0.05% | +398 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 397 | $250.2K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 399 | $250.8K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 400 | $251.0K | 0.08% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 400 | $251.4K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $251.4K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $251.4K | 0.07% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $251.4K | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 400 | $251.4K | 0.01% | +400 | New |
| Patrick M Sweeney & Associates, Inc | 401 | $252.0K | 0.19% | +45+12.6% | Added |
| May Hill Capital, LLC | 402 | $252.7K | 0.10% | +402 | New |
| Pine Harbor Wealth Management, LLC | 403 | $253.7K | 0.10% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 404 | $253.8K | 0.02% | +1+0.2% | Added |
| Howard Bailey Securities, LLC | 406 | $255.2K | 0.09% | +1+0.2% | Added |
| Main Street Financial Solutions, LLC | 406 | $255.2K | 0.03% | +406 | New |
| LMCG Investments, LLC | 407 | $255.8K | 0.02% | −8,184−95.3% | Reduced |
| Capital A Wealth Management, LLC | 407 | $255.8K | 0.42% | +407 | New |
| Amplius Wealth Advisors, LLC | 408 | $256.4K | 0.03% | −9−2.2% | Reduced |
| GWN Securities Inc. | 429 | $257.0K | 0.07% | +429 | New |
| True North Advisors, LLC | 409 | $257.1K | 0.06% | +17+4.3% | Added |
| Convergence Investment Partners, LLC | 409 | $257.2K | 0.06% | −3−0.7% | Reduced |
| Jeppson Wealth Management, LLC | 410 | $257.7K | 0.09% | −3−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $257.7K | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 411 | $258.3K | 0.02% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 413 | $259.6K | 0.11% | −11−2.6% | Reduced |
| WPG Advisers, LLC | 414 | $260.2K | 0.24% | +414 | New |
| Malaga Cove Capital, LLC | 415 | $260.8K | 0.10% | −12−2.8% | Reduced |
| Shepherd Financial Partners LLC | 417 | $261.8K | 0.03% | +5+1.2% | Added |
| Putney Financial Group LLC | 417 | $262.1K | 0.23% | +417 | New |
| Pacitti Group Inc. | 418 | $262.8K | 0.12% | 00.0% | Unchanged |
| Values Added Financial LLC | 419 | $263.3K | 0.15% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 419 | $263.5K | 0.03% | +1+0.2% | Added |