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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 2,309 | $1.45M | 0.02% | −44−1.9% | Reduced |
| Trust Point Inc. | 2,300 | $1.45M | 0.10% | +196+9.3% | Added |
| Edgestream Partners, L.P. | 2,298 | $1.44M | 0.06% | +671+41.2% | Added |
| Capital & Planning, LLC | 2,295 | $1.44M | 1.05% | +2,295 | New |
| Austin Private Wealth, LLC | 2,289 | $1.44M | 0.14% | +1,331+138.9% | Added |
| Wealthspire Advisors, LLC | 2,277 | $1.43M | 0.01% | +102+4.7% | Added |
| DB Fitzpatrick & Co, Inc | 2,271 | $1.43M | 1.31% | −96−4.1% | Reduced |
| Stratos Wealth Advisors, LLC | 2,241 | $1.41M | 0.07% | +121+5.7% | Added |
| Fulton Bank, N.A. | 2,233 | $1.40M | 0.05% | +367+19.7% | Added |
| Vista Wealth Management Group, LLC | 2,233 | $1.40M | 0.09% | +26+1.2% | Added |
| XTX Topco Ltd | 2,230 | $1.40M | 0.12% | +2,230 | New |
| McRae Capital Management Inc | 2,222 | $1.40M | 0.27% | +56+2.6% | Added |
| StoneX Group Inc. | 2,216 | $1.39M | 0.08% | +379+20.6% | Added |
| Quent Capital, LLC | 2,210 | $1.39M | 0.14% | +6+0.3% | Added |
| Skopos Labs, Inc. | 2,185 | $1.37M | 0.41% | +45+2.1% | Added |
| Asset Dedication, LLC | 2,173 | $1.37M | 0.11% | −1,633−42.9% | Reduced |
| Focus Financial Network, Inc. | 2,167 | $1.36M | 0.05% | +2+0.1% | Added |
| Capital Investment Advisors, LLC | 2,162 | $1.36M | 0.03% | +73+3.5% | Added |
| Insigneo Advisory Services, LLC | 2,154 | $1.35M | 0.14% | −903−29.5% | Reduced |
| Buckingham Capital Management, Inc. | 2,113 | $1.33M | 0.15% | −16−0.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,100 | $1.32M | 0.58% | +1,400+200.0% | Added |
| Arlington Trust Co LLC | 2,094 | $1.32M | 0.28% | +68+3.4% | Added |
| Cove Private Wealth, LLC | 2,065 | $1.30M | 0.78% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,053 | $1.29M | 0.52% | −49−2.3% | Reduced |
| Old Port Advisors | 2,051 | $1.29M | 0.37% | −61−2.9% | Reduced |
| Group One Trading, L.P. | 2,049 | $1.29M | 0.04% | +1,975+2,668.9% | Added |
| Mirador Capital Partners LP | 2,044 | $1.28M | 0.23% | +19+0.9% | Added |
| Crestwood Advisors Group LLC | 2,043 | $1.28M | 0.02% | +380+22.9% | Added |
| Pittenger & Anderson Inc | 2,028 | $1.27M | 0.05% | −1,713−45.8% | Reduced |
| Crew Capital Management, Ltd. | 2,027 | $1.27M | 1.06% | +252+14.2% | Added |
| Byrne Financial Freedom, LLC | 2,019 | $1.27M | 0.56% | +2,019 | New |
| Liberty Wealth Management LLC | 2,018 | $1.27M | 0.21% | +22+1.1% | Added |
| Flagship Harbor Advisors, LLC | 2,007 | $1.26M | 0.07% | +73+3.8% | Added |
| We Are One Seven, LLC | 1,998 | $1.26M | 0.05% | −151−7.0% | Reduced |
| Arkadios Wealth Advisors | 1,998 | $1.26M | 0.07% | +55+2.8% | Added |
| Wedbush Securities Inc | 1,996 | $1.25M | 0.04% | −83−4.0% | Reduced |
| Pictet & Cie (Europe) SA | 1,992 | $1.25M | 0.03% | +248+14.2% | Added |
| Cooper Financial Group | 1,992 | $1.25M | 0.15% | +172+9.5% | Added |
| Penserra Capital Management LLC | 1,989 | $1.25M | 0.02% | −901−31.2% | Reduced |
| Smith, Salley & Associates | 1,978 | $1.24M | 0.08% | +135+7.3% | Added |
| Hara Capital LLC | 1,967 | $1.24M | 0.78% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,965 | $1.24M | 0.03% | −5,829−74.8% | Reduced |
| Nelson Capital Management, LLC | 1,965 | $1.24M | 0.20% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,977 | $1.23M | 0.24% | +474+31.5% | Added |
| Nixon Peabody Trust Co | 1,954 | $1.23M | 0.10% | +67+3.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,940 | $1.22M | 0.31% | −1,387−41.7% | Reduced |
| CVFG LLC | 1,939 | $1.22M | 1.11% | +1,939 | New |
| BayBridge Capital Group, LLC | 1,938 | $1.22M | 0.88% | +63+3.4% | Added |
| Brookstone Capital Management | 1,932 | $1.21M | 0.02% | −88−4.4% | Reduced |
| Waldron Private Wealth LLC | 1,930 | $1.21M | 0.05% | +36+1.9% | Added |
| Keel Point, LLC | 1,926 | $1.21M | 0.10% | +384+24.9% | Added |
| Thrive Wealth Management, LLC | 1,925 | $1.21M | 0.22% | −67−3.4% | Reduced |
| Premier Path Wealth Partners, LLC | 1,922 | $1.21M | 0.18% | −59−3.0% | Reduced |
| Schear Investment Advisers, LLC | 1,917 | $1.20M | 0.64% | +151+8.6% | Added |
| Greykasell Wealth Strategies, Inc. | 1,906 | $1.20M | 0.67% | +1,906 | New |
| United Asset Strategies, Inc. | 1,906 | $1.20M | 0.11% | +113+6.3% | Added |
| Barbara Oil Co. | 1,900 | $1.19M | 0.49% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,900 | $1.19M | 0.31% | +20+1.1% | Added |
| Oarsman Capital, Inc. | 1,887 | $1.19M | 0.21% | −39−2.0% | Reduced |
| Riverpark Capital Management LLC | 1,886 | $1.19M | 2.07% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,880 | $1.18M | 0.24% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,879 | $1.18M | 0.26% | +496+35.9% | Added |
| Simon Quick Advisors, LLC | 1,865 | $1.17M | 0.07% | +202+12.1% | Added |
| Okabena Investment Services Inc | 1,865 | $1.17M | 0.33% | −700−27.3% | Reduced |
| MJP Associates Inc | 1,863 | $1.17M | 0.21% | +82+4.6% | Added |
| Ellevest, Inc. | 1,855 | $1.17M | 0.07% | −65−3.4% | Reduced |
| Concord Wealth Partners | 1,851 | $1.16M | 0.19% | +532+40.3% | Added |
| Accretive Wealth Partners, LLC | 1,851 | $1.16M | 0.49% | −2−0.1% | Reduced |
| Global Retirement Partners, LLC | 1,848 | $1.16M | 0.03% | +48+2.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,837 | $1.16M | 0.23% | +600+48.5% | Added |
| Wealth Alliance | 1,825 | $1.15M | 0.14% | −8−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,821 | $1.14M | 0.00% | +46+2.6% | Added |
| Brown Financial Advisors | 1,820 | $1.14M | 0.46% | +181+11.0% | Added |
| DRW Securities, LLC | 1,811 | $1.14M | 0.08% | −917−33.6% | Reduced |
| Pettee Investors, Inc. | 1,809 | $1.14M | 0.58% | 00.0% | Unchanged |
| Barr E S & Co | 1,809 | $1.14M | 0.07% | −6−0.3% | Reduced |
| James Hambro & Partners | 1,804 | $1.13M | 0.04% | −195−9.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,800 | $1.13M | 0.04% | +1,800 | New |
| Great Lakes Advisors, LLC | 1,789 | $1.12M | 0.01% | −933−34.3% | Reduced |
| FFT Wealth Management LLC | 1,787 | $1.12M | 0.08% | +528+41.9% | Added |
| Peninsula Wealth, LLC | 1,786 | $1.12M | 0.19% | +3+0.2% | Added |
| Red Spruce Capital, LLC | 1,784 | $1.12M | 0.50% | −146−7.6% | Reduced |
| CX Institutional | 1,778 | $1.12M | 0.04% | −10−0.6% | Reduced |
| Motiv8 Investments LLC | 1,778 | $1.12M | 0.78% | +578+48.2% | Added |
| Promus Capital, LLC | 1,771 | $1.11M | 0.85% | +1,771 | New |
| Kensington Investment Counsel, LLC | 1,770 | $1.11M | 0.46% | 00.0% | Unchanged |
| Syon Capital LLC | 1,769 | $1.11M | 0.10% | −127−6.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,766 | $1.11M | 0.03% | −1−0.1% | Reduced |
| Invesco, LLC | 1,764 | $1.11M | 0.44% | −514−22.6% | Reduced |
| Optas, LLC | 1,761 | $1.11M | 0.24% | +54+3.2% | Added |
| BSW Wealth Partners | 1,760 | $1.11M | 0.16% | +9+0.5% | Added |
| Equitable Holdings, Inc. | 1,754 | $1.10M | 0.01% | +158+9.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,752 | $1.10M | 0.17% | −465−21.0% | Reduced |
| Evanson Asset Management, LLC | 1,749 | $1.10M | 0.08% | 00.0% | Unchanged |
| CNB Bank | 1,746 | $1.10M | 0.51% | −29−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,738 | $1.09M | 0.08% | −24−1.4% | Reduced |
| Trueblood Wealth Management, LLC | 1,730 | $1.09M | 0.54% | +22+1.3% | Added |
| Sym Financial Corp | 1,717 | $1.08M | 0.14% | +1,717 | New |
| Sargent Investment Group, LLC | 1,757 | $1.08M | 0.18% | +28+1.6% | Added |
| Lee Danner & Bass Inc | 1,706 | $1.07M | 0.08% | +26+1.5% | Added |