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 |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 420 | $263.8K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 423 | $265.9K | 0.02% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 424 | $266.5K | 0.15% | +58+15.8% | Added |
| Jackson Square Capital, LLC | 425 | $267.1K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 425 | $267.1K | 0.02% | +8+1.9% | Added |
| Burney Co | 426 | $267.7K | 0.01% | +1+0.2% | Added |
| Resonant Capital Advisors, LLC | 426 | $267.7K | 0.02% | +87+25.7% | Added |
| Center For Asset Management LLC | 428 | $269.0K | 0.17% | +428 | New |
| West Coast Financial LLC | 428 | $269.2K | 0.03% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 430 | $270.3K | 0.04% | −234−35.2% | Reduced |
| Corundum Group, Inc. | 430 | $270.3K | 0.10% | −49−10.2% | Reduced |
| Baker Boyer National Bank | 430 | $270.3K | 0.09% | +10+2.4% | Added |
| Tennessee Valley Asset Management Partners | 431 | $270.8K | 0.05% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 436 | $274.1K | 0.03% | +73+20.1% | Added |
| Modern Wealth Management, LLC | 436 | $274.4K | 0.01% | +436 | New |
| Kathmere Capital Management, LLC | 438 | $275.3K | 0.02% | −48−9.9% | Reduced |
| Sherbrooke Park Advisers LLC | 438 | $275.3K | 0.09% | +438 | New |
| CV Advisors LLC | 439 | $275.9K | 0.10% | 00.0% | Unchanged |
| Concentrum Wealth Management | 439 | $275.9K | 0.10% | +6+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $276.5K | 0.09% | −40−8.3% | Reduced |
| Tandem Investment Advisors, Inc. | 441 | $277.0K | 0.01% | −1−0.2% | Reduced |
| Purkiss Capital Advisors LLC | 441 | $277.2K | 0.24% | +441 | New |
| Samalin Investment Counsel, LLC | 442 | $278.0K | 0.12% | −63−12.5% | Reduced |
| Capital Analysts, LLC | 442 | $278.0K | 0.01% | −38−7.9% | Reduced |
| LVW Advisors, LLC | 443 | $278.4K | 0.03% | −43−8.8% | Reduced |
| Angeles Wealth Management, LLC | 443 | $278.4K | 0.02% | +52+13.3% | Added |
| Kovack Advisors, Inc. | 443 | $278.7K | 0.03% | +50+12.7% | Added |
| Advus Financial Partners, LLC | 444 | $279.1K | 0.08% | +67+17.8% | Added |
| SP Asset Management LLC | 444 | $279.2K | 0.02% | +1+0.2% | Added |
| Sage Rhino Capital LLC | 445 | $279.7K | 0.06% | −7−1.5% | Reduced |
| Live Oak Private Wealth LLC | 445 | $279.7K | 0.05% | +10+2.3% | Added |
| Guyasuta Investment Advisors Inc | 446 | $280.3K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 447 | $280.9K | 0.06% | +11+2.5% | Added |
| McClarren Financial Advisors, Inc. | 449 | $282.0K | 0.79% | +449 | New |
| Accredited Investor Services, LLC | 449 | $282.2K | 0.23% | +449 | New |
| Y.D. More Investments Ltd | 450 | $282.8K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 450 | $282.8K | 0.08% | +35+8.4% | Added |
| Warren Street Wealth Advisors, LLC | 451 | $283.5K | 0.12% | +25+5.9% | Added |
| ABLE Financial Group, LLC | 453 | $284.7K | 0.08% | −8−1.7% | Reduced |
| Benin Management CORP | 453 | $284.7K | 0.08% | +36+8.6% | Added |
| Ignite Planners, LLC | 452 | $284.9K | 0.06% | −6−1.3% | Reduced |
| LifeSteps Financial, Inc. | 454 | $285.3K | 0.22% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 455 | $286.0K | 0.03% | −65−12.5% | Reduced |
| KFA Private Wealth Group, LLC | 455 | $286.0K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 455 | $286.0K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 455 | $286.0K | 0.01% | +455 | New |
| Soltis Investment Advisors LLC | 455 | $286.1K | 0.03% | +27+6.3% | Added |
| Eagle Wealth Strategies LLC | 456 | $286.6K | 0.21% | +9+2.0% | Added |
| Eagle Strategies LLC | 459 | $288.2K | 0.05% | +4+0.9% | Added |
| 180 Wealth Advisors, LLC | 459 | $288.5K | 0.05% | −11−2.3% | Reduced |
| Cable Hill Partners, LLC | 460 | $288.8K | 0.03% | −2−0.4% | Reduced |
| JB Capital LLC | 459 | $289.1K | 0.02% | −57−11.0% | Reduced |
| New Republic Capital, LLC | 460 | $289.2K | 0.19% | +26+6.0% | Added |
| Broadway Wealth Solutions, Inc. | 460 | $289.4K | 0.22% | +460 | New |
| Morris Retirement Advisors, LLC | 461 | $289.6K | 0.15% | −69−13.0% | Reduced |
| Bremer Bank National Association | 464 | $291.6K | 0.06% | −13−2.7% | Reduced |
| National Philanthropic Trust | 467 | $293.5K | 0.00% | +467 | New |
| Colonial Trust Co | 468 | $294.0K | 0.04% | +55+13.3% | Added |
| AlTi Global, Inc. | 475 | $294.2K | 0.01% | −15−3.1% | Reduced |
| Orrstown Financial Services Inc | 469 | $294.8K | 0.08% | +40+9.3% | Added |
| Certified Advisory Corp | 469 | $294.9K | 0.03% | −7−1.5% | Reduced |
| Wynn Capital, LLC | 470 | $295.4K | 0.19% | −5−1.1% | Reduced |
| Gryphon Financial Partners LLC | 472 | $296.5K | 0.04% | −513−52.1% | Reduced |
| OneAscent Financial Services LLC | 473 | $297.0K | 0.03% | −247−34.3% | Reduced |
| Synergy Financial Group, LTD | 474 | $297.9K | 0.25% | −37−7.2% | Reduced |
| Ledyard National Bank | 475 | $298.5K | 0.03% | −94−16.5% | Reduced |
| Alta Wealth Advisors LLC | 476 | $298.9K | 0.13% | −706−59.7% | Reduced |
| Mayflower Financial Advisors, LLC | 476 | $299.2K | 0.04% | +108+29.3% | Added |
| Gemmer Asset Management LLC | 480 | $301.7K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 480 | $301.7K | 0.05% | 00.0% | Unchanged |
| Postrock Partners LLC | 481 | $302.3K | 0.15% | +481 | New |
| Financial Advisors Network, Inc. | 482 | $303.0K | 0.05% | +482 | New |
| Principal Street Partners, LLC | 484 | $304.2K | 0.06% | −416−46.2% | Reduced |
| Highline Wealth Partners LLC | 485 | $304.6K | 0.10% | +340+234.5% | Added |
| Cottonwood Capital Advisors, LLC | 486 | $305.5K | 0.22% | +115+31.0% | Added |
| BBR Partners, LLC | 494 | $310.5K | 0.02% | −102−17.1% | Reduced |
| Sunflower Bank, N.A. | 494 | $310.5K | 0.09% | +33+7.2% | Added |
| Grunden Financial Advisory, Inc. | 494 | $310.5K | 0.15% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $311.4K | 0.05% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $312.4K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 497 | $312.4K | 0.01% | +118+31.1% | Added |
| McLean Asset Management Corp | 500 | $314.2K | 0.09% | +10+2.0% | Added |
| Bank of Hawaii | 500 | $314.3K | 0.02% | −96−16.1% | Reduced |
| Grandfield & Dodd, LLC | 503 | $316.1K | 0.02% | −20−3.8% | Reduced |
| Wolff Wiese Magana LLC | 505 | $317.4K | 0.21% | −1−0.2% | Reduced |
| Invenio Wealth Partners LLC | 505 | $317.4K | 0.13% | +12+2.4% | Added |
| Security Financial Services, INC. | 506 | $318.0K | 0.06% | +20+4.1% | Added |
| Ethos Financial Group, LLC | 508 | $319.3K | 0.04% | +18+3.7% | Added |
| Aprio Wealth Management, LLC | 509 | $320.2K | 0.05% | +57+12.6% | Added |
| CoreCap Advisors, LLC | 511 | $321.2K | 0.01% | −38−6.9% | Reduced |
| Capital Advisors Inc | 511 | $321.2K | 0.01% | +76+17.5% | Added |
| LRI Investments, LLC | 513 | $322.1K | 0.03% | +43+9.1% | Added |
| Rosenberg Matthew Hamilton | 513 | $322.4K | 0.08% | +23+4.7% | Added |
| Jacobsen Capital Management | 515 | $323.7K | 0.14% | −6−1.2% | Reduced |
| Sig Brokerage, LP | 515 | $323.7K | 0.15% | +515 | New |
| D'Orazio & Associates, Inc. | 517 | $325.0K | 0.05% | −19−3.5% | Reduced |
| Glen Eagle Advisors, LLC | 517 | $325.1K | 0.05% | −7−1.3% | Reduced |
| SageView Advisory Group, LLC | 518 | $325.6K | 0.01% | +97+23.0% | Added |
| West Family Investments, Inc. | 522 | $328.1K | 0.11% | −218−29.5% | Reduced |
| Green Harvest Asset Management LLC | 522 | $328.1K | 0.01% | +522 | New |