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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 3,178 | $2.00M | 0.16% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,177 | $2.00M | 0.09% | −75−2.3% | Reduced |
| Two Sigma Securities, LLC | 3,173 | $1.99M | 0.36% | −6,254−66.3% | Reduced |
| RB Capital Management, LLC | 3,161 | $1.99M | 0.46% | −8−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,147 | $1.98M | 0.13% | −3,423−52.1% | Reduced |
| Novare Capital Management LLC | 3,115 | $1.96M | 0.16% | −40−1.3% | Reduced |
| Boston Trust Walden Corp | 3,104 | $1.95M | 0.01% | +13+0.4% | Added |
| Tilia Fiduciary Partners, Inc. | 3,075 | $1.93M | 1.32% | +59+2.0% | Added |
| De Burlo Group Inc | 3,070 | $1.93M | 0.26% | −11,080−78.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,067 | $1.93M | 0.37% | −25−0.8% | Reduced |
| Signature Wealth Management Group | 3,063 | $1.93M | 0.77% | +184+6.4% | Added |
| Net Worth Advisory Group | 3,063 | $1.92M | 0.58% | −23−0.7% | Reduced |
| Baader Bank INC | 3,060 | $1.92M | 0.18% | −2,674−46.6% | Reduced |
| Meeder Asset Management Inc | 3,058 | $1.92M | 0.13% | −203−6.2% | Reduced |
| Mather Group, LLC. | 3,056 | $1.92M | 0.02% | +216+7.6% | Added |
| Argent Trust Co | 3,051 | $1.92M | 0.08% | −31−1.0% | Reduced |
| Close Asset Management Ltd | 3,048 | $1.92M | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,041 | $1.91M | 0.23% | +1,685+124.3% | Added |
| PFG Advisors | 3,041 | $1.91M | 0.12% | −776−20.3% | Reduced |
| CBOE Vest Financial, LLC | 3,033 | $1.91M | 0.03% | +676+28.7% | Added |
| HighPoint Advisor Group LLC | 3,253 | $1.91M | 0.10% | −839−20.5% | Reduced |
| Eqis Capital Management, Inc. | 3,004 | $1.89M | 0.16% | +73+2.5% | Added |
| First Citizens Bank & Trust Co | 3,000 | $1.89M | 0.03% | −75−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,964 | $1.86M | 0.02% | +1,113+60.1% | Added |
| Nicholas Investment Partners, LP | 2,953 | $1.86M | 0.16% | −1,110−27.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,948 | $1.85M | 0.36% | +1,059+56.1% | Added |
| Grant Private Wealth Management Inc | 2,932 | $1.84M | 1.99% | +2,932 | New |
| Diversify Advisory Services, LLC | 2,937 | $1.83M | 0.10% | −722−19.7% | Reduced |
| American Trust | 2,911 | $1.83M | 0.14% | +1,097+60.5% | Added |
| GTS Securities LLC | 2,901 | $1.82M | 0.09% | −10,840−78.9% | Reduced |
| Glynn Capital Management LLC | 2,894 | $1.82M | 0.43% | 00.0% | Unchanged |
| Univest Financial Corp | 2,889 | $1.82M | 0.11% | +623+27.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,874 | $1.81M | 0.04% | +1,391+93.8% | Added |
| Allworth Financial LP | 2,927 | $1.79M | 0.01% | +50+1.7% | Added |
| Pinnacle Associates Ltd | 2,841 | $1.79M | 0.02% | +1,513+113.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,834 | $1.78M | 0.10% | +329+13.1% | Added |
| Abacus Planning Group, Inc. | 2,830 | $1.78M | 0.31% | −14−0.5% | Reduced |
| RFG Advisory, LLC | 2,824 | $1.77M | 0.05% | −325−10.3% | Reduced |
| Cigna Investments Inc | 2,821 | $1.77M | 0.31% | −11−0.4% | Reduced |
| Cornerstone Planning, LLC | 2,796 | $1.76M | 0.67% | +2,796 | New |
| Allen Investment Management LLC | 2,787 | $1.75M | 0.02% | +193+7.4% | Added |
| Applied Finance Capital Management, LLC | 2,782 | $1.75M | 0.08% | +2,782 | New |
| Summit Global Investments | 2,773 | $1.74M | 0.11% | −677−19.6% | Reduced |
| Cullinan Associates Inc | 2,770 | $1.74M | 0.11% | −1,940−41.2% | Reduced |
| Mattson Financial Services, LLC | 2,799 | $1.74M | 0.56% | +311+12.5% | Added |
| Modera Wealth Management, LLC | 2,765 | $1.74M | 0.02% | +71+2.6% | Added |
| Eads & Heald Wealth Management | 2,761 | $1.74M | 0.85% | +20+0.7% | Added |
| ROI Financial Advisors, LLC | 2,748 | $1.73M | 1.18% | +49+1.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.71M | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,813 | $1.71M | 0.05% | +123+4.6% | Added |
| Moloney Securities Asset Management, LLC | 2,717 | $1.71M | 0.23% | +20+0.7% | Added |
| Quadrant Capital Group LLC | 2,701 | $1.70M | 0.12% | −84−3.0% | Reduced |
| Freestone Capital Holdings, LLC | 2,682 | $1.69M | 0.06% | +1,039+63.2% | Added |
| New Millennium Group LLC | 2,675 | $1.68M | 0.98% | +2,065+338.5% | Added |
| Papamarkou Wellner Asset Management inc. | 3,150 | $1.68M | 1.16% | +3,150 | New |
| RiverPark Advisors, LLC | 2,663 | $1.67M | 1.35% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 2,835 | $1.66M | 1.51% | +2,835 | New |
| Elmwood Wealth Management, Inc. | 2,625 | $1.65M | 0.67% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,615 | $1.64M | 0.49% | −55−2.1% | Reduced |
| Silicon Valley Capital Partners | 2,607 | $1.64M | 0.18% | +4+0.2% | Added |
| J. Safra Sarasin Holding AG | 2,598 | $1.63M | 0.03% | −7,149−73.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,592 | $1.63M | 0.57% | +1,131+77.4% | Added |
| Circle Wealth Management, LLC | 2,586 | $1.63M | 0.03% | +267+11.5% | Added |
| Choate Investment Advisors | 2,580 | $1.62M | 0.04% | +158+6.5% | Added |
| HighVista Strategies LLC | 2,563 | $1.61M | 0.60% | −300−10.5% | Reduced |
| BancorpSouth Bank | 2,553 | $1.60M | 0.11% | −20−0.8% | Reduced |
| Atomi Financial Group, Inc. | 2,532 | $1.59M | 0.08% | +257+11.3% | Added |
| FSM Wealth Advisors, LLC | 2,620 | $1.59M | 0.39% | +31+1.2% | Added |
| Icon Wealth Advisors, LLC | 2,526 | $1.59M | 0.13% | −73−2.8% | Reduced |
| Stablepoint Partners, LLC | 2,526 | $1.59M | 0.29% | −110−4.2% | Reduced |
| Buckingham Strategic Partners | 2,511 | $1.58M | 0.03% | +798+46.6% | Added |
| RMR Wealth Builders | 2,511 | $1.58M | 0.16% | +177+7.6% | Added |
| Jump Financial, LLC | 2,502 | $1.57M | 0.03% | −777−23.7% | Reduced |
| Advisor OS, LLC | 2,499 | $1.57M | 0.18% | −687−21.6% | Reduced |
| Scientech Research LLC | 2,461 | $1.55M | 0.44% | −1,531−38.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,456 | $1.54M | 0.16% | +45+1.9% | Added |
| Glenview Trust Co | 2,452 | $1.54M | 0.03% | +1,328+118.1% | Added |
| Family Legacy, Inc. | 2,460 | $1.54M | 0.52% | +80+3.4% | Added |
| Nutshell Asset Management Ltd | 2,450 | $1.54M | 0.97% | +2,450 | New |
| Clarius Group, LLC | 2,449 | $1.54M | 0.11% | −51−2.0% | Reduced |
| Chesley Taft & Associates LLC | 2,445 | $1.54M | 0.07% | −875−26.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,441 | $1.53M | 0.05% | −88−3.5% | Reduced |
| 111 Capital | 2,441 | $1.53M | 0.32% | +2,441 | New |
| SRS Capital Advisors, Inc. | 2,436 | $1.53M | 0.10% | +84+3.6% | Added |
| Unigestion Holding SA | 2,431 | $1.53M | 0.09% | +601+32.8% | Added |
| Capital Planning Advisors, LLC | 2,413 | $1.52M | 0.23% | +244+11.2% | Added |
| Citizens National Bank Trust Department | 2,412 | $1.52M | 0.32% | −145−5.7% | Reduced |
| Jennison Associates LLC | 2,400 | $1.51M | 0.00% | −2,708−53.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,397 | $1.51M | 0.26% | −220−8.4% | Reduced |
| Cascade Investment Group, Inc. | 2,395 | $1.51M | 1.08% | −20−0.8% | Reduced |
| Anchor Investment Management, LLC | 2,388 | $1.50M | 0.14% | −27−1.1% | Reduced |
| Forbes J M & Co LLP | 2,374 | $1.49M | 0.14% | +526+28.5% | Added |
| Everhart Financial Group, Inc. | 2,372 | $1.49M | 0.31% | −100−4.0% | Reduced |
| Valeo Financial Advisors, LLC | 2,365 | $1.49M | 0.04% | −70−2.9% | Reduced |
| Commerzbank Aktiengesellschaft | 2,342 | $1.48M | 0.04% | +511+27.9% | Added |
| Peak Asset Management, LLC | 2,337 | $1.47M | 0.27% | −3−0.1% | Reduced |
| Sagespring Wealth Partners, LLC | 2,334 | $1.47M | 0.04% | +2,334 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,327 | $1.46M | 0.04% | +65+2.9% | Added |
| Keeler Thomas Management LLC | 2,325 | $1.46M | 0.52% | −149−6.0% | Reduced |
| Walleye Trading LLC | 2,313 | $1.45M | 0.03% | −2,793−54.7% | Reduced |