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
- 2,066
- +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
- 803 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 |
|---|---|---|---|---|---|
| Texas Bank & Trust Co | 834 | $524.2K | 0.22% | +834 | New |
| Washington Trust Bank | 835 | $524.8K | 0.05% | 00.0% | Unchanged |
| KDT Advisors, LLC | 840 | $527.9K | 0.78% | +840 | New |
| CoreFirst Bank & Trust | 841 | $528.6K | 0.31% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 842 | $528.9K | 0.06% | +54+6.9% | Added |
| Severin Investments, LLC | 843 | $529.8K | 0.53% | +843 | New |
| Baldwin Brothers Inc | 843 | $529.8K | 0.04% | −446−34.6% | Reduced |
| Ramiah Investment Group | 843 | $529.8K | 0.48% | +46+5.8% | Added |
| Sigma Planning Corp | 850 | $534.1K | 0.02% | −163−16.1% | Reduced |
| Simmons Bank | 850 | $534.2K | 0.04% | +8+1.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 852 | $535.0K | 0.37% | +852 | New |
| Apeiron RIA LLC | 854 | $537.0K | 0.15% | +36+4.4% | Added |
| Caitlin John, LLC | 855 | $537.1K | 0.36% | −15−1.7% | Reduced |
| Oakworth Capital, Inc. | 855 | $537.4K | 0.04% | +20+2.4% | Added |
| Chicago Trust Co NA | 862 | $541.8K | 0.10% | −365−29.7% | Reduced |
| Camden Capital, LLC | 862 | $542.1K | 0.06% | +87+11.2% | Added |
| David Loasby | 873 | $544.3K | 0.05% | +75+9.4% | Added |
| Pathway Financial Advisors LLC | 869 | $546.2K | 0.13% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 871 | $547.4K | 0.30% | 00.0% | Unchanged |
| Family Firm, Inc. | 872 | $548.5K | 0.12% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 876 | $550.8K | 0.39% | +4+0.5% | Added |
| Cromwell Holdings LLC | 878 | $551.8K | 0.32% | +55+6.7% | Added |
| Transform Wealth, LLC | 885 | $556.2K | 0.03% | +107+13.8% | Added |
| Plancorp, LLC | 889 | $558.7K | 0.02% | +19+2.2% | Added |
| JFS Wealth Advisors, LLC | 891 | $559.8K | 0.04% | +2+0.2% | Added |
| Fred Alger Management, LLC | 891 | $560.0K | 0.00% | −204−18.6% | Reduced |
| Caisse des Depots Et Consignations | 891 | $560.0K | 0.03% | +891 | New |
| Bond & Devick Financial Network, Inc. | 904 | $561.4K | 0.24% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 894 | $561.9K | 0.04% | −1,503−62.7% | Reduced |
| MorganRosel Wealth Management, LLC | 895 | $562.5K | 0.18% | −243−21.4% | Reduced |
| Argus Investors' Counsel, Inc. | 896 | $562.9K | 0.38% | −43−4.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $565.6K | 0.17% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 900 | $565.9K | 0.11% | +45+5.3% | Added |
| Mechanics Bank Trust Department | 904 | $568.2K | 0.08% | +272+43.0% | Added |
| Godsey & Gibb Associates | 905 | $568.8K | 0.06% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 918 | $572.3K | 0.13% | +16+1.8% | Added |
| Chapin Davis, Inc. | 926 | $575.0K | 0.19% | 00.0% | Unchanged |
| Natural Investments, LLC | 919 | $577.0K | 0.16% | +919 | New |
| Voya Financial Advisors, Inc. | 918 | $578.6K | 0.06% | −118−11.4% | Reduced |
| Catalina Capital Group, LLC | 922 | $579.5K | 0.19% | −24−2.5% | Reduced |
| Traynor Capital Management, Inc. | 924 | $580.6K | 0.05% | −33−3.4% | Reduced |
| Wallace Advisory Group, LLC | 935 | $580.6K | 0.40% | −39−4.0% | Reduced |
| Wealthstar Advisors, LLC | 925 | $581.4K | 0.25% | +925 | New |
| Axq Capital, LP | 925 | $581.4K | 0.26% | +925 | New |
| Schonfeld Strategic Advisors LLC | 926 | $582.0K | 0.00% | −17,695−95.0% | Reduced |
| Maven Securities LTD | 927 | $582.6K | 0.09% | −940−50.3% | Reduced |
| Bell Investment Advisors, Inc | 928 | $583.2K | 0.11% | −5−0.5% | Reduced |
| Alta Advisers Ltd | 928 | $583.2K | 0.37% | +128+16.0% | Added |
| Quest Partners LLC | 933 | $586.4K | 0.08% | −719−43.5% | Reduced |
| Aaron Wealth Advisors | 933 | $586.4K | 0.07% | −184−16.5% | Reduced |
| Arete Wealth Advisors, LLC | 934 | $587.0K | 0.04% | +394+73.0% | Added |
| First National Bank of Hutchinson | 938 | $589.5K | 0.36% | +30+3.3% | Added |
| WR Wealth Planners, LLC | 941 | $591.4K | 0.19% | −525−35.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 941 | $591.5K | 0.43% | +4+0.4% | Added |
| Private Trust Co NA | 942 | $592.2K | 0.06% | +8+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 946 | $594.6K | 0.05% | −27−2.8% | Reduced |
| Csenge Advisory Group | 948 | $596.1K | 0.03% | +89+10.4% | Added |
| MWA Asset Management | 950 | $597.1K | 0.40% | −15−1.6% | Reduced |
| Mattern Capital Management, LLC | 953 | $599.0K | 0.08% | +104+12.2% | Added |
| Tiemann Investment Advisors, LLC | 956 | $600.8K | 0.27% | −5−0.5% | Reduced |
| Bingham Private Wealth, LLC | 956 | $600.8K | 0.64% | +956 | New |
| Horizon Family Wealth, Inc. | 957 | $601.4K | 0.40% | +1+0.1% | Added |
| Catalyst Private Wealth, LLC | 958 | $602.1K | 0.27% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 960 | $603.5K | 0.33% | +767+397.4% | Added |
| Tidemark, LLC | 961 | $604.0K | 0.23% | −332−25.7% | Reduced |
| Novem Group | 962 | $605.2K | 0.09% | +962 | New |
| Precedent Wealth Partners, LLC | 963 | $605.4K | 0.20% | +91+10.4% | Added |
| Oxford Asset Management LLP | 970 | $609.6K | 0.27% | +497+105.1% | Added |
| Seven Mile Advisory | 973 | $611.5K | 0.39% | −90−8.5% | Reduced |
| Tolleson Wealth Management, Inc. | 975 | $613.0K | 0.13% | +6+0.6% | Added |
| Grove Bank & Trust | 976 | $613.4K | 0.09% | +43+4.6% | Added |
| Great Lakes Retirement, Inc. | 977 | $613.8K | 0.08% | −69−6.6% | Reduced |
| Rockline Wealth Management, LLC | 982 | $617.3K | 0.16% | +53+5.7% | Added |
| Edmond de Rothschild Holding S.A. | 983 | $617.8K | 0.01% | −16−1.6% | Reduced |
| Caldwell Trust Co | 987 | $620.3K | 0.06% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 988 | $621.0K | 0.43% | +988 | New |
| New Century Financial Group, LLC | 986 | $621.1K | 0.26% | −221−18.3% | Reduced |
| Perkins Coie Trust Co | 992 | $623.5K | 0.14% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 994 | $624.8K | 0.02% | +670+206.8% | Added |
| Paladin Wealth, LLC | 997 | $626.6K | 0.54% | +120+13.7% | Added |
| Cumberland Partners Ltd | 1,000 | $628.5K | 0.04% | −1,750−63.6% | Reduced |
| RBF Capital, LLC | 1,000 | $628.5K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,001 | $629.1K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,008 | $633.6K | 0.05% | −8−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,012 | $635.9K | 0.02% | +169+20.0% | Added |
| Geneos Wealth Management Inc. | 1,014 | $637.5K | 0.02% | +8+0.8% | Added |
| Ameritas Advisory Services, LLC | 1,016 | $638.7K | 0.02% | +662+187.0% | Added |
| Aventura Private Wealth, LLC | 1,026 | $644.8K | 0.35% | +1,026 | New |
| Wharton Business Group, LLC | 1,035 | $650.0K | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,037 | $651.8K | 0.08% | +260+33.5% | Added |
| DGS Capital Management, LLC | 1,038 | $652.1K | 0.16% | −86−7.7% | Reduced |
| Catalyst Financial Partners LLC | 1,044 | $656.2K | 0.12% | +32+3.2% | Added |
| Avitas Wealth Management LLC | 1,046 | $657.4K | 0.09% | −23−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,048 | $658.7K | 0.01% | −1,146−52.2% | Reduced |
| ASB Consultores, LLC | 1,053 | $661.8K | 0.28% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,055 | $663.1K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,057 | $664.3K | 0.14% | −24−2.2% | Reduced |
| Optiver Holding B.V. | 1,060 | $666.2K | 0.02% | +294+38.4% | Added |
| First National Trust Co | 1,061 | $666.8K | 0.03% | −6−0.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,066 | $669.8K | 0.45% | −273−20.4% | Reduced |