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 |
|---|---|---|---|---|---|
| Act Wealth Management, LLC | 1,265 | $795.1K | 0.37% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,264 | $794.3K | 0.04% | −287−18.5% | Reduced |
| Gotham Asset Management, LLC | 1,263 | $793.8K | 0.01% | −2,536−66.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,257 | $790.0K | 0.07% | −78−5.8% | Reduced |
| Garden State Investment Advisory Services LLC | 1,255 | $789.6K | 0.24% | +28+2.3% | Added |
| Leavell Investment Management, Inc. | 1,250 | $785.7K | 0.04% | −78−5.9% | Reduced |
| Alpha Family Trust | 1,250 | $785.6K | 0.44% | +345+38.1% | Added |
| Verdence Capital Advisors LLC | 1,249 | $785.0K | 0.06% | −27−2.1% | Reduced |
| PFG Investments, LLC | 1,244 | $781.9K | 0.05% | −20−1.6% | Reduced |
| Gen-Wealth Partners Inc | 1,235 | $776.5K | 0.33% | +281+29.5% | Added |
| PDS Planning, Inc | 1,235 | $776.2K | 0.07% | −42−3.3% | Reduced |
| MONECO Advisors, LLC | 1,231 | $773.4K | 0.08% | +115+10.3% | Added |
| Cardiff Park Advisors, LLC | 1,226 | $770.6K | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,087 | $770.0K | 0.13% | +1,810+21.9% | Added |
| RFG Holdings, Inc. | 1,219 | $768.0K | 0.26% | +164+15.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,216 | $764.3K | 0.11% | +245+25.2% | Added |
| Portfolio Design Labs, LLC | 1,216 | $764.3K | 0.16% | +329+37.1% | Added |
| Meridian Wealth Management, LLC | 1,213 | $762.4K | 0.04% | +51+4.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,213 | $762.2K | 0.17% | −19−1.5% | Reduced |
| Spinnaker Trust | 1,211 | $761.1K | 0.05% | −3−0.2% | Reduced |
| North Star Investment Management Corp. | 1,210 | $760.5K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,209 | $759.6K | 0.05% | +42+3.6% | Added |
| Journey Strategic Wealth LLC | 1,200 | $754.4K | 0.03% | −8−0.7% | Reduced |
| Scratch Capital LLC | 1,200 | $754.2K | 0.92% | +1,200 | New |
| Northern Financial Advisors Inc | 1,197 | $752.3K | 0.60% | −142−10.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,195 | $751.1K | 0.04% | +26+2.2% | Added |
| Kolinsky Wealth Management, LLC | 1,192 | $749.2K | 0.46% | +19+1.6% | Added |
| Avantra Family Wealth, Inc. | 1,183 | $743.5K | 0.69% | +1,183 | New |
| Wealth Architects, LLC | 1,179 | $741.0K | 0.08% | −91−7.2% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $741.0K | 0.05% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,170 | $735.3K | 0.19% | −20−1.7% | Reduced |
| Sentry Investment Management LLC | 1,170 | $735.0K | 0.35% | −190−14.0% | Reduced |
| Verde Capital Management | 1,169 | $734.5K | 0.21% | +515+78.7% | Added |
| Van Hulzen Asset Management, LLC | 1,167 | $733.6K | 0.05% | +4+0.3% | Added |
| Magnus Financial Group LLC | 1,157 | $727.1K | 0.07% | +2+0.2% | Added |
| Childress Capital Advisors, LLC | 1,151 | $723.2K | 0.20% | +14+1.2% | Added |
| Graham Capital Management, L.P. | 1,150 | $722.8K | 0.02% | +150+15.0% | Added |
| Legacy Capital Wealth Partners, LLC | 1,148 | $721.3K | 0.18% | +234+25.6% | Added |
| Bourgeon Capital Management LLC | 1,146 | $720.3K | 0.13% | +1,146 | New |
| Ascent Group, LLC | 1,142 | $717.7K | 0.05% | −88−7.2% | Reduced |
| Founders Financial Securities LLC | 1,142 | $717.7K | 0.06% | +217+23.5% | Added |
| Robertson Stephens Wealth Management, LLC | 1,140 | $716.5K | 0.03% | −2,351−67.3% | Reduced |
| Curated Wealth Partners LLC | 1,134 | $712.7K | 0.08% | −117−9.4% | Reduced |
| Parkside Financial Bank & Trust | 1,134 | $712.7K | 0.09% | +58+5.4% | Added |
| First Affirmative Financial Network | 1,129 | $709.6K | 0.41% | −91−7.5% | Reduced |
| Breakwater Capital Group | 1,129 | $709.6K | 0.14% | −15−1.3% | Reduced |
| Correct Capital Wealth Management | 1,126 | $707.4K | 0.14% | +42+3.9% | Added |
| GG Group Ventures, LLC | 1,122 | $705.3K | 0.93% | −496−30.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,114 | $700.0K | 0.04% | −14−1.2% | Reduced |
| Journey Advisory Group, LLC | 1,063 | $698.5K | 0.08% | 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 |
| Freemont Management S.A. | 1,100 | $691.4K | 0.34% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,098 | $690.3K | 0.02% | +90+8.9% | Added |
| KG&L Capital Management,LLC | 1,095 | $688.2K | 0.22% | −507−31.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,108 | $687.8K | 0.23% | −86−7.2% | Reduced |
| 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 |
| Koshinski Asset Management, Inc. | 1,090 | $685.1K | 0.06% | +116+11.9% | Added |
| Truvestments Capital LLC | 1,087 | $683.2K | 0.18% | +9+0.8% | Added |
| TFB Advisors LLC | 1,087 | $683.2K | 0.20% | −5−0.5% | Reduced |
| Oliver Luxxe Assets LLC | 1,100 | $683.1K | 0.12% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 1,083 | $681.0K | 0.13% | +1,083 | New |
| 1st Source Bank | 1,083 | $680.7K | 0.04% | −54−4.7% | Reduced |
| Sunbelt Securities, Inc. | 1,075 | $677.5K | 0.06% | −1,152−51.7% | Reduced |
| Integrated Investment Consultants, LLC | 1,066 | $670.0K | 0.14% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,066 | $669.8K | 0.45% | −273−20.4% | Reduced |
| First National Trust Co | 1,061 | $666.8K | 0.03% | −6−0.6% | Reduced |
| Optiver Holding B.V. | 1,060 | $666.2K | 0.02% | +294+38.4% | Added |
| L2 Asset Management, LLC | 1,057 | $664.3K | 0.14% | −24−2.2% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $663.1K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,053 | $661.8K | 0.28% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,048 | $658.7K | 0.01% | −1,146−52.2% | Reduced |
| Avitas Wealth Management LLC | 1,046 | $657.4K | 0.09% | −23−2.2% | Reduced |
| Catalyst Financial Partners LLC | 1,044 | $656.2K | 0.12% | +32+3.2% | Added |
| DGS Capital Management, LLC | 1,038 | $652.1K | 0.16% | −86−7.7% | Reduced |
| Southeast Asset Advisors Inc. | 1,037 | $651.8K | 0.08% | +260+33.5% | Added |
| Wharton Business Group, LLC | 1,035 | $650.0K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,026 | $644.8K | 0.35% | +1,026 | New |
| Ameritas Advisory Services, LLC | 1,016 | $638.7K | 0.02% | +662+187.0% | Added |
| Geneos Wealth Management Inc. | 1,014 | $637.5K | 0.02% | +8+0.8% | Added |
| Avantax Planning Partners, Inc. | 1,012 | $635.9K | 0.02% | +169+20.0% | Added |
| Nations Financial Group Inc, | 1,008 | $633.6K | 0.05% | −8−0.8% | Reduced |
| Evercore Wealth Management, LLC | 1,001 | $629.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Paladin Wealth, LLC | 997 | $626.6K | 0.54% | +120+13.7% | Added |
| Pensionmark Financial Group, LLC | 994 | $624.8K | 0.02% | +670+206.8% | Added |
| Perkins Coie Trust Co | 992 | $623.5K | 0.14% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 986 | $621.1K | 0.26% | −221−18.3% | Reduced |
| Whalen Wealth Management Inc. | 988 | $621.0K | 0.43% | +988 | New |
| Caldwell Trust Co | 987 | $620.3K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 983 | $617.8K | 0.01% | −16−1.6% | Reduced |
| Rockline Wealth Management, LLC | 982 | $617.3K | 0.16% | +53+5.7% | Added |
| Great Lakes Retirement, Inc. | 977 | $613.8K | 0.08% | −69−6.6% | Reduced |
| Grove Bank & Trust | 976 | $613.4K | 0.09% | +43+4.6% | Added |
| Tolleson Wealth Management, Inc. | 975 | $613.0K | 0.13% | +6+0.6% | Added |
| Seven Mile Advisory | 973 | $611.5K | 0.39% | −90−8.5% | Reduced |
| Oxford Asset Management LLP | 970 | $609.6K | 0.27% | +497+105.1% | Added |
| Precedent Wealth Partners, LLC | 963 | $605.4K | 0.20% | +91+10.4% | Added |