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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 1,066 | $670.0K | 0.14% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,075 | $677.5K | 0.06% | −1,152−51.7% | Reduced |
| 1st Source Bank | 1,083 | $680.7K | 0.04% | −54−4.7% | Reduced |
| Maxi Investments CY Ltd | 1,083 | $681.0K | 0.13% | +1,083 | New |
| Oliver Luxxe Assets LLC | 1,100 | $683.1K | 0.12% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,087 | $683.2K | 0.20% | −5−0.5% | Reduced |
| Truvestments Capital LLC | 1,087 | $683.2K | 0.18% | +9+0.8% | Added |
| Koshinski Asset Management, Inc. | 1,090 | $685.1K | 0.06% | +116+11.9% | Added |
| Vance Wealth, Inc. | 1,093 | $687.0K | 0.27% | +4+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,093 | $687.0K | 0.42% | +465+74.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,108 | $687.8K | 0.23% | −86−7.2% | Reduced |
| KG&L Capital Management,LLC | 1,095 | $688.2K | 0.22% | −507−31.6% | Reduced |
| Prospera Financial Services Inc | 1,098 | $690.3K | 0.02% | +90+8.9% | Added |
| Freemont Management S.A. | 1,100 | $691.4K | 0.34% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1,105 | $694.5K | 0.41% | 00.0% | Unchanged |
| Tema ETFs LLC | 1,105 | $694.5K | 0.29% | +1,105 | New |
| Journey Advisory Group, LLC | 1,063 | $698.5K | 0.08% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,114 | $700.0K | 0.04% | −14−1.2% | Reduced |
| GG Group Ventures, LLC | 1,122 | $705.3K | 0.93% | −496−30.7% | Reduced |
| Correct Capital Wealth Management | 1,126 | $707.4K | 0.14% | +42+3.9% | Added |
| Breakwater Capital Group | 1,129 | $709.6K | 0.14% | −15−1.3% | Reduced |
| First Affirmative Financial Network | 1,129 | $709.6K | 0.41% | −91−7.5% | Reduced |
| Parkside Financial Bank & Trust | 1,134 | $712.7K | 0.09% | +58+5.4% | Added |
| Curated Wealth Partners LLC | 1,134 | $712.7K | 0.08% | −117−9.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,140 | $716.5K | 0.03% | −2,351−67.3% | Reduced |
| Founders Financial Securities LLC | 1,142 | $717.7K | 0.06% | +217+23.5% | Added |
| Ascent Group, LLC | 1,142 | $717.7K | 0.05% | −88−7.2% | Reduced |
| Bourgeon Capital Management LLC | 1,146 | $720.3K | 0.13% | +1,146 | New |
| Legacy Capital Wealth Partners, LLC | 1,148 | $721.3K | 0.18% | +234+25.6% | Added |
| Graham Capital Management, L.P. | 1,150 | $722.8K | 0.02% | +150+15.0% | Added |
| Childress Capital Advisors, LLC | 1,151 | $723.2K | 0.20% | +14+1.2% | Added |
| Magnus Financial Group LLC | 1,157 | $727.1K | 0.07% | +2+0.2% | Added |
| Van Hulzen Asset Management, LLC | 1,167 | $733.6K | 0.05% | +4+0.3% | Added |
| Verde Capital Management | 1,169 | $734.5K | 0.21% | +515+78.7% | Added |
| Sentry Investment Management LLC | 1,170 | $735.0K | 0.35% | −190−14.0% | Reduced |
| Plimoth Trust Co LLC | 1,170 | $735.3K | 0.19% | −20−1.7% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $741.0K | 0.05% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,179 | $741.0K | 0.08% | −91−7.2% | Reduced |
| Avantra Family Wealth, Inc. | 1,183 | $743.5K | 0.69% | +1,183 | New |
| Kolinsky Wealth Management, LLC | 1,192 | $749.2K | 0.46% | +19+1.6% | Added |
| Connecticut Wealth Management, LLC | 1,195 | $751.1K | 0.04% | +26+2.2% | Added |
| Northern Financial Advisors Inc | 1,197 | $752.3K | 0.60% | −142−10.6% | Reduced |
| Scratch Capital LLC | 1,200 | $754.2K | 0.92% | +1,200 | New |
| Journey Strategic Wealth LLC | 1,200 | $754.4K | 0.03% | −8−0.7% | Reduced |
| Strategic Blueprint, LLC | 1,209 | $759.6K | 0.05% | +42+3.6% | Added |
| North Star Investment Management Corp. | 1,210 | $760.5K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 1,211 | $761.1K | 0.05% | −3−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,213 | $762.2K | 0.17% | −19−1.5% | Reduced |
| Meridian Wealth Management, LLC | 1,213 | $762.4K | 0.04% | +51+4.4% | Added |
| Portfolio Design Labs, LLC | 1,216 | $764.3K | 0.16% | +329+37.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,216 | $764.3K | 0.11% | +245+25.2% | Added |
| RFG Holdings, Inc. | 1,219 | $768.0K | 0.26% | +164+15.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,087 | $770.0K | 0.13% | +1,810+21.9% | Added |
| Cardiff Park Advisors, LLC | 1,226 | $770.6K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,231 | $773.4K | 0.08% | +115+10.3% | Added |
| PDS Planning, Inc | 1,235 | $776.2K | 0.07% | −42−3.3% | Reduced |
| Gen-Wealth Partners Inc | 1,235 | $776.5K | 0.33% | +281+29.5% | Added |
| PFG Investments, LLC | 1,244 | $781.9K | 0.05% | −20−1.6% | Reduced |
| Verdence Capital Advisors LLC | 1,249 | $785.0K | 0.06% | −27−2.1% | Reduced |
| Alpha Family Trust | 1,250 | $785.6K | 0.44% | +345+38.1% | Added |
| Leavell Investment Management, Inc. | 1,250 | $785.7K | 0.04% | −78−5.9% | Reduced |
| Garden State Investment Advisory Services LLC | 1,255 | $789.6K | 0.24% | +28+2.3% | Added |
| Harbor Investment Advisory, LLC | 1,257 | $790.0K | 0.07% | −78−5.8% | Reduced |
| Gotham Asset Management, LLC | 1,263 | $793.8K | 0.01% | −2,536−66.8% | Reduced |
| Heritage Wealth Advisors | 1,264 | $794.3K | 0.04% | −287−18.5% | Reduced |
| Act Wealth Management, LLC | 1,265 | $795.1K | 0.37% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,267 | $796.3K | 0.19% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,270 | $798.4K | 0.13% | +671+112.0% | Added |
| New Hampshire Trust | 1,275 | $801.3K | 0.17% | +16+1.3% | Added |
| SS&H Financial Advisors, Inc. | 1,275 | $802.0K | 0.29% | 00.0% | Unchanged |
| Park Capital Management, LLC | 1,279 | $803.9K | 0.96% | +1,279 | New |
| Weaver Capital Management LLC | 1,281 | $805.1K | 0.23% | +94+7.9% | Added |
| TrinityPoint Wealth, LLC | 1,281 | $805.3K | 0.11% | +36+2.9% | Added |
| Sage Mountain Advisors LLC | 1,282 | $805.7K | 0.06% | +114+9.8% | Added |
| Marcum Wealth, LLC | 1,291 | $811.4K | 0.07% | +12+0.9% | Added |
| Legacy Financial Advisors, Inc. | 1,292 | $812.0K | 0.13% | +87+7.2% | Added |
| Stoneridge Investment Partners LLC | 1,294 | $813.0K | 0.29% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,295 | $813.6K | 0.34% | +327+33.8% | Added |
| Alteri Wealth LLC | 1,305 | $820.3K | 0.23% | +1,305 | New |
| Hoxton Planning & Management, LLC | 1,306 | $820.9K | 0.31% | −4−0.3% | Reduced |
| HCR Wealth Advisors | 1,308 | $822.1K | 0.10% | +2+0.2% | Added |
| Consolidated Planning Corp | 1,320 | $829.6K | 0.11% | −151−10.3% | Reduced |
| AlphaCore Capital LLC | 1,323 | $831.7K | 0.18% | −276−17.3% | Reduced |
| Triglav Skladi, D.O.O. | 1,325 | $832.8K | 0.07% | +1,325 | New |
| Financial Advocates Investment Management | 1,327 | $834.2K | 0.05% | +107+8.8% | Added |
| Principle Wealth Partners LLC | 1,328 | $835.1K | 0.06% | +118+9.8% | Added |
| Harbor Group, Inc. | 1,329 | $835.3K | 0.19% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,329 | $835.3K | 0.05% | −308−18.8% | Reduced |
| PFC Capital Group, Inc. | 1,340 | $842.0K | 0.41% | −5−0.4% | Reduced |
| BCJ Capital Management, LLC | 1,342 | $843.4K | 0.06% | +527+64.7% | Added |
| MMBG Investment Advisors Co. | 1,345 | $845.3K | 0.09% | 00.0% | Unchanged |
| AIA Group Ltd | 1,345 | $845.3K | 0.02% | +1,345 | New |
| Boston Family Office LLC | 1,346 | $846.0K | 0.06% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,346 | $846.2K | 0.31% | +28+2.1% | Added |
| Pinnacle West Asset Management, Inc. | 1,360 | $855.0K | 0.61% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,366 | $858.7K | 0.06% | +11+0.8% | Added |
| Ancora Advisors, LLC | 1,384 | $869.9K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,390 | $873.6K | 0.04% | +6+0.4% | Added |
| BlueSpruce Investments, LP | 1,391 | $874.2K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,396 | $877.0K | 0.02% | 00.0% | Unchanged |