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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 1,699 | $1.07M | 0.21% | −97−5.4% | Reduced |
| Proficio Capital Partners LLC | 1,693 | $1.06M | 0.09% | +746+78.8% | Added |
| IHT Wealth Management, LLC | 1,686 | $1.06M | 0.03% | −350−17.2% | Reduced |
| Nicolet Bankshares Inc | 1,682 | $1.06M | 0.25% | −215−11.3% | Reduced |
| WBH Advisory Inc | 1,681 | $1.06M | 0.10% | −26−1.5% | Reduced |
| Legacy Trust | 1,677 | $1.05M | 0.24% | −3,139−65.2% | Reduced |
| Parthenon LLC | 1,675 | $1.05M | 0.13% | 00.0% | Unchanged |
| Perpetual Ltd | 1,669 | $1.05M | 0.01% | −190−10.2% | Reduced |
| Level Four Advisory Services, LLC | 1,668 | $1.05M | 0.04% | +89+5.6% | Added |
| ICONIQ Capital, LLC | 1,661 | $1.04M | 0.02% | +859+107.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,654 | $1.04M | 0.06% | −3,930−70.4% | Reduced |
| Norden Group LLC | 1,644 | $1.03M | 0.12% | −46−2.7% | Reduced |
| Intrust Bank NA | 1,641 | $1.03M | 0.10% | +91+5.9% | Added |
| Fidelis Capital Partners, LLC | 1,716 | $1.03M | 0.10% | +222+14.9% | Added |
| Waller Financial Planning Group, Inc | 1,633 | $1.03M | 0.26% | 00.0% | Unchanged |
| Himension Fund | 1,633 | $1.03M | 0.07% | +1,633 | New |
| Advisors Capital Management, LLC | 1,629 | $1.02M | 0.02% | −124−7.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,619 | $1.02M | 0.21% | −43−2.6% | Reduced |
| Wealth Watch Advisors, INC | 1,605 | $1.01M | 0.63% | +1,605 | New |
| FIL Ltd | 1,592 | $1.00M | 0.00% | +446+38.9% | Added |
| Symphony Financial, Ltd. Co. | 1,641 | $1.00M | 0.16% | −1−0.1% | Reduced |
| Garner Asset Management Corp | 1,588 | $999.0K | 0.46% | −60−3.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,589 | $999.0K | 0.00% | +181+12.9% | Added |
| Regatta Capital Group, LLC | 1,584 | $995.5K | 0.19% | +13+0.8% | Added |
| Kempen Capital Management N.V. | 1,583 | $994.9K | 0.01% | +12+0.8% | Added |
| Weatherly Asset Management L. P. | 1,569 | $985.9K | 0.09% | +15+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 1,567 | $985.0K | 0.23% | −3−0.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,563 | $982.0K | 0.41% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,558 | $978.6K | 0.27% | +40+2.6% | Added |
| Kingsview Wealth Management, LLC | 1,555 | $977.4K | 0.02% | −21−1.3% | Reduced |
| SRN Advisors, LLC | 1,547 | $972.3K | 0.86% | +155+11.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,538 | $966.9K | 0.63% | −22,338−93.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,528 | $960.5K | 0.08% | −2,692−63.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,525 | $958.5K | 0.17% | 00.0% | Unchanged |
| NBT Bank N A | 1,522 | $956.6K | 0.07% | −1−0.1% | Reduced |
| FineMark National Bank & Trust | 1,509 | $948.4K | 0.03% | +27+1.8% | Added |
| Chris Bulman Inc | 1,505 | $945.9K | 0.60% | −15−1.0% | Reduced |
| Amica Retiree Medical Trust | 1,502 | $944.0K | 0.89% | −405−21.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,492 | $938.0K | 0.12% | +138+10.2% | Added |
| Van Strum & Towne Inc. | 1,486 | $934.0K | 0.33% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,484 | $932.4K | 0.20% | +1,484 | New |
| Heritage Investors Management Corp | 1,483 | $932.0K | 0.03% | −67−4.3% | Reduced |
| Smithfield Trust Co | 1,479 | $932.0K | 0.05% | −5−0.3% | Reduced |
| First Financial Bank - Trust Division | 1,482 | $931.4K | 0.09% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,471 | $924.8K | 0.07% | +113+8.3% | Added |
| Quadcap Wealth Management, LLC | 1,470 | $923.9K | 0.14% | +126+9.4% | Added |
| Eastern Bank | 1,470 | $923.9K | 0.02% | +39+2.7% | Added |
| Legacy Capital Group California, Inc. | 1,469 | $923.1K | 0.28% | −49−3.2% | Reduced |
| AMG National Trust Bank | 1,466 | $921.4K | 0.03% | +58+4.1% | Added |
| ZEGA Investments, LLC | 1,525 | $911.9K | 0.27% | +1,525 | New |
| Forum Financial Management, LP | 1,450 | $911.3K | 0.02% | +331+29.6% | Added |
| Tritonpoint Wealth, LLC | 1,448 | $910.0K | 0.08% | −21−1.4% | Reduced |
| Whalerock Point Partners, LLC | 1,442 | $906.3K | 0.21% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,441 | $905.7K | 0.04% | +25+1.8% | Added |
| Stanley-Laman Group, Ltd. | 1,440 | $905.0K | 0.13% | −39−2.6% | Reduced |
| Bryce Point Capital, LLC | 1,426 | $896.2K | 0.26% | +1,426 | New |
| Calamos Wealth Management LLC | 1,423 | $894.4K | 0.04% | −59−4.0% | Reduced |
| PAX Financial Group, LLC | 1,420 | $892.5K | 0.16% | +65+4.8% | Added |
| HBK Sorce Advisory LLC | 1,419 | $892.0K | 0.03% | +28+2.0% | Added |
| Elevated Capital Advisors, LLC | 1,417 | $890.7K | 0.24% | −62−4.2% | Reduced |
| Texas Capital Bancshares Inc | 1,414 | $888.7K | 0.36% | +1+0.1% | Added |
| Gratus Wealth Advisors, LLC | 1,411 | $886.8K | 0.14% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,410 | $886.2K | 0.00% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,410 | $886.0K | 0.28% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,408 | $884.8K | 0.07% | +51+3.8% | Added |
| Delta Financial Group, Inc. | 1,398 | $879.0K | 0.21% | +1,398 | New |
| South Dakota Investment Council | 1,396 | $877.0K | 0.02% | 00.0% | Unchanged |
| BlueSpruce Investments, LP | 1,391 | $874.2K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,390 | $873.6K | 0.04% | +6+0.4% | Added |
| Ancora Advisors, LLC | 1,384 | $869.9K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,366 | $858.7K | 0.06% | +11+0.8% | Added |
| Pinnacle West Asset Management, Inc. | 1,360 | $855.0K | 0.61% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,346 | $846.2K | 0.31% | +28+2.1% | Added |
| Boston Family Office LLC | 1,346 | $846.0K | 0.06% | 00.0% | Unchanged |
| AIA Group Ltd | 1,345 | $845.3K | 0.02% | +1,345 | New |
| MMBG Investment Advisors Co. | 1,345 | $845.3K | 0.09% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,342 | $843.4K | 0.06% | +527+64.7% | Added |
| PFC Capital Group, Inc. | 1,340 | $842.0K | 0.41% | −5−0.4% | Reduced |
| WSFS Capital Management, LLC | 1,329 | $835.3K | 0.05% | −308−18.8% | Reduced |
| Harbor Group, Inc. | 1,329 | $835.3K | 0.19% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,328 | $835.1K | 0.06% | +118+9.8% | Added |
| Financial Advocates Investment Management | 1,327 | $834.2K | 0.05% | +107+8.8% | Added |
| Triglav Skladi, D.O.O. | 1,325 | $832.8K | 0.07% | +1,325 | New |
| AlphaCore Capital LLC | 1,323 | $831.7K | 0.18% | −276−17.3% | Reduced |
| Consolidated Planning Corp | 1,320 | $829.6K | 0.11% | −151−10.3% | Reduced |
| HCR Wealth Advisors | 1,308 | $822.1K | 0.10% | +2+0.2% | Added |
| Hoxton Planning & Management, LLC | 1,306 | $820.9K | 0.31% | −4−0.3% | Reduced |
| Alteri Wealth LLC | 1,305 | $820.3K | 0.23% | +1,305 | New |
| ICW Investment Advisors LLC | 1,295 | $813.6K | 0.34% | +327+33.8% | Added |
| Stoneridge Investment Partners LLC | 1,294 | $813.0K | 0.29% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,292 | $812.0K | 0.13% | +87+7.2% | Added |
| Marcum Wealth, LLC | 1,291 | $811.4K | 0.07% | +12+0.9% | Added |
| Sage Mountain Advisors LLC | 1,282 | $805.7K | 0.06% | +114+9.8% | Added |
| TrinityPoint Wealth, LLC | 1,281 | $805.3K | 0.11% | +36+2.9% | Added |
| Weaver Capital Management LLC | 1,281 | $805.1K | 0.23% | +94+7.9% | Added |
| Park Capital Management, LLC | 1,279 | $803.9K | 0.96% | +1,279 | New |
| SS&H Financial Advisors, Inc. | 1,275 | $802.0K | 0.29% | 00.0% | Unchanged |
| New Hampshire Trust | 1,275 | $801.3K | 0.17% | +16+1.3% | Added |
| Blueprint Investment Partners LLC | 1,270 | $798.4K | 0.13% | +671+112.0% | Added |
| Burke & Herbert Bank & Trust Co | 1,267 | $796.3K | 0.19% | 00.0% | Unchanged |