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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 664 | $417.0K | 0.05% | −11−1.6% | Reduced |
| Winthrop Advisory Group LLC | 665 | $417.8K | 0.05% | −25−3.6% | Reduced |
| Crews Bank & Trust | 665 | $418.0K | 0.07% | +665 | New |
| Saranac Partners Ltd | 665 | $418.0K | 0.23% | +665 | New |
| Perfromance Wealth Partners, LLC | 666 | $418.6K | 0.01% | −56−7.8% | Reduced |
| Cornerstone Wealth Group, LLC | 666 | $418.6K | 0.03% | −20−2.9% | Reduced |
| Brucke Financial, Inc. | 696 | $418.7K | 0.36% | +696 | New |
| Foundations Investment Advisors, LLC | 666 | $418.8K | 0.01% | +264+65.7% | Added |
| Global Endowment Management, LP | 667 | $419.2K | 0.05% | −76−10.2% | Reduced |
| Unique Wealth Strategies, LLC | 670 | $421.2K | 0.19% | −728−52.1% | Reduced |
| Planned Solutions, Inc. | 672 | $422.4K | 0.17% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 673 | $423.0K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 673 | $423.0K | 0.03% | +9+1.4% | Added |
| Sivia Capital Partners, LLC | 673 | $423.1K | 0.21% | +10+1.5% | Added |
| St. Louis Trust Co | 674 | $423.6K | 0.06% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 682 | $428.6K | 0.15% | +682 | New |
| Rehmann Capital Advisory Group | 688 | $432.5K | 0.03% | +48+7.5% | Added |
| Founders Financial Alliance, LLC | 690 | $433.7K | 0.12% | +14+2.1% | Added |
| Impact Investors, Inc | 691 | $434.1K | 0.34% | +691 | New |
| Congress Park Capital LLC | 692 | $434.9K | 0.16% | −20−2.8% | Reduced |
| Riverwater Partners LLC | 694 | $436.2K | 0.21% | +2+0.3% | Added |
| Prestige Wealth Management Group LLC | 696 | $437.5K | 0.09% | +1+0.1% | Added |
| Capital Investment Counsel, Inc | 700 | $439.9K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $439.9K | 0.22% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 700 | $439.9K | 0.05% | +250+55.6% | Added |
| Signal Advisors Wealth, LLC | 700 | $440.0K | 0.05% | +56+8.7% | Added |
| Capital Investment Advisory Services, LLC | 702 | $441.2K | 0.04% | −4−0.6% | Reduced |
| Union Savings Bank | 705 | $443.1K | 0.22% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 705 | $443.1K | 0.14% | +2+0.3% | Added |
| Atlantic Trust, LLC | 705 | $443.3K | 0.10% | +1+0.1% | Added |
| GenTrust, LLC | 707 | $444.0K | 0.02% | +1+0.1% | Added |
| SBI Securities Co., Ltd. | 707 | $444.4K | 0.01% | +707 | New |
| Fort Sheridan Advisors LLC | 707 | $444.4K | 0.06% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 708 | $445.0K | 0.28% | −83−10.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 709 | $445.6K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 709 | $445.6K | 0.06% | +61+9.4% | Added |
| Woodstock Corp | 711 | $446.9K | 0.04% | −70−9.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 717 | $450.6K | 0.22% | −56−7.2% | Reduced |
| Interchange Capital Partners, LLC | 720 | $454.4K | 0.16% | −129−15.2% | Reduced |
| Independent Financial Group, LLC | 723 | $454.4K | 0.02% | −191−20.9% | Reduced |
| Moors & Cabot, Inc. | 723 | $454.7K | 0.02% | +66+10.0% | Added |
| Lansing Street Advisors | 724 | $455.0K | 0.16% | +724 | New |
| Johnson Bixby & Associates, LLC | 725 | $455.7K | 0.07% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 731 | $455.7K | 0.11% | +13+1.8% | Added |
| Stegent Equity Advisors, Inc. | 729 | $458.2K | 0.46% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 729 | $458.2K | 0.12% | 00.0% | Unchanged |
| Truepoint, Inc. | 732 | $460.1K | 0.01% | −27−3.6% | Reduced |
| Fishman Jay A Ltd | 732 | $460.1K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 733 | $460.7K | 0.01% | −657−47.3% | Reduced |
| Brooklyn FI, LLC | 734 | $461.3K | 0.15% | −202−21.6% | Reduced |
| Western Wealth Management, LLC | 737 | $463.4K | 0.02% | +98+15.3% | Added |
| KCM Investment Advisors LLC | 739 | $464.2K | 0.02% | +12+1.7% | Added |
| HBW Advisory Services LLC | 739 | $464.4K | 0.07% | −241−24.6% | Reduced |
| 17 Capital Partners, LLC | 739 | $464.5K | 0.29% | +30+4.2% | Added |
| Onefund, LLC | 743 | $467.0K | 0.45% | +8+1.1% | Added |
| Betterment LLC | 746 | $469.0K | 0.00% | +1+0.1% | Added |
| Catalytic Wealth RIA, LLC | 749 | $470.7K | 0.08% | −491−39.6% | Reduced |
| Everpar Advisors LLC | 750 | $471.4K | 0.24% | −134−15.2% | Reduced |
| Arrow Financial Corp | 750 | $471.4K | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 750 | $471.7K | 0.17% | +750 | New |
| SeaCrest Wealth Management, LLC | 751 | $471.7K | 0.05% | +64+9.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 753 | $473.3K | 0.13% | +15+2.0% | Added |
| SFM, LLC | 754 | $473.7K | 0.33% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 754 | $473.9K | 0.17% | +1+0.1% | Added |
| Bigelow Investment Advisors, LLC | 754 | $473.9K | 0.22% | +13+1.8% | Added |
| Fortune Financial Advisors, LLC | 756 | $475.1K | 0.43% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 757 | $475.8K | 0.04% | +6+0.8% | Added |
| Leonteq Securities AG | 759 | $477.0K | 0.05% | −280−26.9% | Reduced |
| Drive Wealth Management, LLC | 760 | $477.6K | 0.12% | +18+2.4% | Added |
| Conestoga Capital Advisors, LLC | 765 | $480.8K | 0.01% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 766 | $481.4K | 0.08% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 766 | $481.4K | 0.42% | +12+1.6% | Added |
| Ulland Investment Advisors, LLC | 767 | $482.0K | 0.31% | −120−13.5% | Reduced |
| Beaumont Financial Advisors, LLC | 767 | $482.1K | 0.04% | +2+0.3% | Added |
| Oxford Financial Group Ltd | 767 | $482.4K | 0.03% | −1,405−64.7% | Reduced |
| Private Client Services, LLC | 771 | $484.4K | 0.26% | +1+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 771 | $484.6K | 0.05% | +7+0.9% | Added |
| Prentice Wealth Management LLC | 772 | $485.2K | 0.14% | +64+9.0% | Added |
| Veracity Capital LLC | 772 | $485.5K | 0.18% | +62+8.7% | Added |
| National Asset Management, Inc. | 777 | $488.4K | 0.02% | −1,755−69.3% | Reduced |
| International Assets Investment Management, LLC | 785 | $488.9K | 0.04% | −483,543−99.8% | Reduced |
| Farringdon Capital, Ltd. | 780 | $490.2K | 0.20% | +780 | New |
| Legacy Bridge, LLC | 782 | $491.5K | 0.26% | −20−2.5% | Reduced |
| Michael B. Yongue | 782 | $491.5K | 0.39% | −15−1.9% | Reduced |
| Clear Creek Financial Management, LLC | 785 | $493.5K | 0.05% | +16+2.1% | Added |
| Ambassador Advisors, LLC | 787 | $494.7K | 0.08% | +118+17.6% | Added |
| Tradewinds, LLC. | 838 | $495.0K | 0.14% | −27−3.1% | Reduced |
| Ariadne Wealth Management, LP | 846 | $496.5K | 0.23% | +64+8.2% | Added |
| Avenue 1 Advisors, LLC | 794 | $499.0K | 0.19% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 797 | $500.9K | 0.13% | +788+8,755.6% | Added |
| Mason Investment Advisory Services, Inc. | 804 | $505.1K | 0.03% | +2+0.2% | Added |
| Rossby Financial, LCC | 807 | $507.2K | 0.32% | +807 | New |
| Alpha Omega Wealth Management LLC | 809 | $508.5K | 0.10% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 810 | $509.1K | 0.50% | +810 | New |
| Bahl & Gaynor Inc | 811 | $509.7K | 0.00% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 813 | $511.0K | 0.08% | +482+145.6% | Added |
| Stevens Capital Management LP | 814 | $512.0K | 0.21% | −843−50.9% | Reduced |
| Exencial Wealth Advisors, LLC | 817 | $513.6K | 0.02% | −37−4.3% | Reduced |
| Hills Bank & Trust Co | 822 | $516.6K | 0.04% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 828 | $520.6K | 0.27% | +243+41.5% | Added |