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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 522 | $328.3K | 0.04% | −28−5.1% | Reduced |
| Endowment Wealth Management, Inc. | 523 | $328.5K | 0.22% | −16−3.0% | Reduced |
| Powell Investment Advisors, LLC | 523 | $328.7K | 0.15% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 528 | $331.8K | 0.18% | +20+3.9% | Added |
| Somerville Kurt F | 530 | $333.1K | 0.06% | 00.0% | Unchanged |
| Blue Sky Capital Consultants Group, Inc. | 530 | $333.1K | 0.20% | +530 | New |
| Tufton Capital Management | 539 | $338.8K | 0.06% | +4+0.7% | Added |
| Tranquility Partners, LLC | 540 | $339.4K | 0.13% | −8−1.5% | Reduced |
| Concorde Asset Management, LLC | 541 | $339.8K | 0.18% | −309−36.4% | Reduced |
| Fiduciary Alliance LLC | 541 | $340.0K | 0.03% | +125+30.0% | Added |
| Seeds Investor LLC | 541 | $340.3K | 0.10% | +33+6.5% | Added |
| Brady Martz Wealth Solutions, LLC | 548 | $342.1K | 0.08% | +548 | New |
| J. W. Coons Advisors, LLC | 545 | $342.5K | 0.09% | −97−15.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 546 | $343.2K | 0.34% | −525−49.0% | Reduced |
| Libra Wealth LLC | 547 | $343.8K | 0.13% | −218−28.5% | Reduced |
| Kuhn & Co Investment Counsel | 548 | $344.4K | 0.29% | +1+0.2% | Added |
| Polymer Capital Management (HK) LTD | 550 | $345.7K | 0.06% | +50+10.0% | Added |
| Verity Asset Management, Inc. | 552 | $346.9K | 0.20% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 552 | $346.9K | 0.25% | +552 | New |
| Studio Investment Management LLC | 554 | $348.2K | 0.07% | −7−1.2% | Reduced |
| Busey Wealth Management | 556 | $349.4K | 0.01% | +11+2.0% | Added |
| WMS Partners, LLC | 558 | $350.5K | 0.02% | +180+47.6% | Added |
| Andina Capital Management, LLC | 558 | $350.7K | 0.29% | +15+2.8% | Added |
| Atticus Wealth Management, LLC | 562 | $353.0K | 0.11% | +39+7.5% | Added |
| LongView Asset Management LLC | 563 | $353.8K | 0.31% | +563 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $354.8K | 0.01% | +392+227.9% | Added |
| Wealth Management Partners, LLC | 565 | $355.1K | 0.15% | −73−11.4% | Reduced |
| Fermata Advisors, LLC | 565 | $355.2K | 0.07% | −33−5.5% | Reduced |
| Bourne Lent Asset Management Inc | 566 | $355.7K | 0.14% | −239−29.7% | Reduced |
| High Falls Advisors, Inc | 566 | $355.7K | 0.08% | −3−0.5% | Reduced |
| Wealth Management Associates, Inc. | 567 | $356.4K | 0.15% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 568 | $357.1K | 0.07% | −19−3.2% | Reduced |
| Spartan Planning & Wealth Management | 569 | $357.6K | 0.33% | +569 | New |
| Proffitt & Goodson Inc | 571 | $358.9K | 0.06% | +4+0.7% | Added |
| Belpointe Asset Management LLC | 570 | $359.3K | 0.02% | −18−3.1% | Reduced |
| LGL Partners, LLC | 572 | $359.5K | 0.05% | −2−0.3% | Reduced |
| CVA Family Office, LLC | 572 | $359.5K | 0.06% | +41+7.7% | Added |
| Vigilare Wealth Management | 573 | $360.1K | 0.15% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 573 | $360.1K | 0.37% | +64+12.6% | Added |
| 4WEALTH Advisors, Inc. | 574 | $360.9K | 0.37% | +574 | New |
| New England Research & Management, Inc. | 575 | $361.0K | 0.18% | 00.0% | Unchanged |
| South State Corp. | 580 | $364.5K | 0.02% | +15+2.7% | Added |
| Salem Investment Counselors Inc | 581 | $365.2K | 0.01% | −5−0.9% | Reduced |
| Catalyst Capital Advisors LLC | 581 | $365.2K | 0.01% | +302+108.2% | Added |
| Elgethun Capital Management | 581 | $365.4K | 0.09% | +75+14.8% | Added |
| Cedar Mountain Advisors, LLC | 581 | $365.4K | 0.08% | −4−0.7% | Reduced |
| Country Club Bank | 580 | $365.6K | 0.02% | −65−10.1% | Reduced |
| Eagle Ridge Investment Management | 584 | $367.0K | 0.03% | 00.0% | Unchanged |
| MFA Wealth Services | 585 | $367.6K | 0.29% | +585 | New |
| Gradient Capital Advisors, LLC | 589 | $370.2K | 0.12% | +5+0.9% | Added |
| Carnegie Capital Asset Management, LLC | 590 | $370.6K | 0.01% | −1−0.2% | Reduced |
| Canvas Wealth Advisors, LLC | 591 | $371.4K | 0.09% | +60+11.3% | Added |
| Resources Management Corp | 596 | $375.0K | 0.05% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 599 | $376.5K | 0.16% | +6+1.0% | Added |
| AGH Wealth Advisors, LLC | 599 | $376.5K | 0.35% | +599 | New |
| Select Asset Management & Trust | 600 | $377.0K | 0.15% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 600 | $377.1K | 0.04% | −160−21.1% | Reduced |
| East Coast Asset Management, LLC. | 600 | $377.1K | 0.13% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $377.1K | 0.30% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $377.1K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 601 | $377.9K | 0.02% | +51+9.3% | Added |
| Berkshire Bank | 602 | $378.4K | 0.09% | −14−2.3% | Reduced |
| Columbia Asset Management | 602 | $378.4K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 603 | $379.0K | 0.02% | +14+2.4% | Added |
| Bragg Financial Advisors, Inc | 606 | $380.7K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 607 | $381.5K | 0.01% | 00.0% | Unchanged |
| David Wealth Management LLC | 609 | $383.1K | 0.32% | +609 | New |
| Traveka Wealth, LLC | 611 | $384.0K | 0.21% | +44+7.8% | Added |
| Valtinson Bruner Financial Planning LLC | 612 | $384.6K | 0.13% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 612 | $384.6K | 0.14% | +6+1.0% | Added |
| Perennial Investment Advisors, LLC | 612 | $384.7K | 0.05% | +51+9.1% | Added |
| Diversified Investment Strategies, LLC | 614 | $385.9K | 0.25% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 616 | $387.2K | 0.02% | −43−6.5% | Reduced |
| Crewe Advisors LLC | 617 | $387.8K | 0.05% | +617 | New |
| Roman Butler Fullerton & Co | 640 | $388.0K | 0.12% | +11+1.7% | Added |
| Morningstar Investment Management LLC | 619 | $389.0K | 0.03% | 00.0% | Unchanged |
| Cercano Management LLC | 619 | $389.0K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 619 | $389.2K | 0.01% | +619 | New |
| Parcion Private Wealth LLC | 620 | $389.7K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 623 | $391.3K | 0.13% | +1+0.2% | Added |
| TCI Wealth Advisors, Inc. | 624 | $392.2K | 0.03% | −122−16.4% | Reduced |
| Camden National Bank | 624 | $392.2K | 0.06% | −5−0.8% | Reduced |
| Great Diamond Partners, LLC | 627 | $394.1K | 0.10% | +17+2.8% | Added |
| Portside Wealth Group, LLC | 628 | $394.7K | 0.07% | +70+12.5% | Added |
| Pacific Wealth Management | 629 | $395.3K | 0.21% | −33−5.0% | Reduced |
| Sonora Investment Management Group, LLC | 630 | $396.0K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 630 | $396.0K | 0.06% | −148−19.0% | Reduced |
| Heritage Trust Co | 636 | $399.7K | 0.05% | +636 | New |
| Berbice Capital Management LLC | 638 | $401.0K | 0.32% | +638 | New |
| Kingswood Wealth Advisors, LLC | 639 | $401.6K | 0.03% | −4,601−87.8% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $402.2K | 0.32% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 645 | $405.4K | 0.36% | +21+3.4% | Added |
| Essex Savings Bank | 646 | $406.0K | 0.10% | +22+3.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 647 | $406.6K | 0.05% | +609+1,602.6% | Added |
| Thomasville National Bank | 649 | $407.9K | 0.03% | +6+0.9% | Added |
| Latko Wealth Management, Ltd. | 655 | $412.0K | 0.24% | +1+0.2% | Added |
| Avidian Wealth Solutions, LLC | 657 | $412.7K | 0.02% | −10−1.5% | Reduced |
| Sage Private Wealth Group, LLC | 657 | $413.3K | 0.31% | +24+3.8% | Added |
| Ewa, LLC | 658 | $413.6K | 0.16% | −6−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 661 | $415.3K | 0.01% | −111−14.4% | Reduced |