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 | 2,270 | $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 |
|---|---|---|---|---|---|
| Novem Group | 962 | $605.2K | 0.09% | +962 | New |
| Tidemark, LLC | 961 | $604.0K | 0.23% | −332−25.7% | Reduced |
| Values First Advisors, Inc. | 960 | $603.5K | 0.33% | +767+397.4% | Added |
| Catalyst Private Wealth, LLC | 958 | $602.1K | 0.27% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 957 | $601.4K | 0.40% | +1+0.1% | Added |
| Tiemann Investment Advisors, LLC | 956 | $600.8K | 0.27% | −5−0.5% | Reduced |
| Bingham Private Wealth, LLC | 956 | $600.8K | 0.64% | +956 | New |
| Mattern Capital Management, LLC | 953 | $599.0K | 0.08% | +104+12.2% | Added |
| MWA Asset Management | 950 | $597.1K | 0.40% | −15−1.6% | Reduced |
| Csenge Advisory Group | 948 | $596.1K | 0.03% | +89+10.4% | Added |
| Mount Yale Investment Advisors, LLC | 946 | $594.6K | 0.05% | −27−2.8% | Reduced |
| Private Trust Co NA | 942 | $592.2K | 0.06% | +8+0.9% | Added |
| Meadow Creek Wealth Advisors LLC | 941 | $591.5K | 0.43% | +4+0.4% | Added |
| WR Wealth Planners, LLC | 941 | $591.4K | 0.19% | −525−35.8% | Reduced |
| First National Bank of Hutchinson | 938 | $589.5K | 0.36% | +30+3.3% | Added |
| Arete Wealth Advisors, LLC | 934 | $587.0K | 0.04% | +394+73.0% | Added |
| Quest Partners LLC | 933 | $586.4K | 0.08% | −719−43.5% | Reduced |
| Aaron Wealth Advisors | 933 | $586.4K | 0.07% | −184−16.5% | Reduced |
| Bell Investment Advisors, Inc | 928 | $583.2K | 0.11% | −5−0.5% | Reduced |
| Alta Advisers Ltd | 928 | $583.2K | 0.37% | +128+16.0% | Added |
| Maven Securities LTD | 927 | $582.6K | 0.09% | −940−50.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 926 | $582.0K | 0.00% | −17,695−95.0% | Reduced |
| Wealthstar Advisors, LLC | 925 | $581.4K | 0.25% | +925 | New |
| Axq Capital, LP | 925 | $581.4K | 0.26% | +925 | New |
| Wallace Advisory Group, LLC | 935 | $580.6K | 0.40% | −39−4.0% | Reduced |
| Traynor Capital Management, Inc. | 924 | $580.6K | 0.05% | −33−3.4% | Reduced |
| Catalina Capital Group, LLC | 922 | $579.5K | 0.19% | −24−2.5% | Reduced |
| Voya Financial Advisors, Inc. | 918 | $578.6K | 0.06% | −118−11.4% | Reduced |
| Natural Investments, LLC | 919 | $577.0K | 0.16% | +919 | New |
| Chapin Davis, Inc. | 926 | $575.0K | 0.19% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 918 | $572.3K | 0.13% | +16+1.8% | Added |
| Godsey & Gibb Associates | 905 | $568.8K | 0.06% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 904 | $568.2K | 0.08% | +272+43.0% | Added |
| KFG Wealth Management, LLC | 900 | $565.9K | 0.11% | +45+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $565.6K | 0.17% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 896 | $562.9K | 0.38% | −43−4.6% | Reduced |
| MorganRosel Wealth Management, LLC | 895 | $562.5K | 0.18% | −243−21.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 894 | $561.9K | 0.04% | −1,503−62.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 904 | $561.4K | 0.24% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 891 | $560.0K | 0.00% | −204−18.6% | Reduced |
| Caisse des Depots Et Consignations | 891 | $560.0K | 0.03% | +891 | New |
| JFS Wealth Advisors, LLC | 891 | $559.8K | 0.04% | +2+0.2% | Added |
| Plancorp, LLC | 889 | $558.7K | 0.02% | +19+2.2% | Added |
| Transform Wealth, LLC | 885 | $556.2K | 0.03% | +107+13.8% | Added |
| Cromwell Holdings LLC | 878 | $551.8K | 0.32% | +55+6.7% | Added |
| M3 Advisory Group, LLC | 876 | $550.8K | 0.39% | +4+0.5% | Added |
| Family Firm, Inc. | 872 | $548.5K | 0.12% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 871 | $547.4K | 0.30% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 869 | $546.2K | 0.13% | 00.0% | Unchanged |
| David Loasby | 873 | $544.3K | 0.05% | +75+9.4% | Added |
| Camden Capital, LLC | 862 | $542.1K | 0.06% | +87+11.2% | Added |
| Chicago Trust Co NA | 862 | $541.8K | 0.10% | −365−29.7% | Reduced |
| Oakworth Capital, Inc. | 855 | $537.4K | 0.04% | +20+2.4% | Added |
| Caitlin John, LLC | 855 | $537.1K | 0.36% | −15−1.7% | Reduced |
| Apeiron RIA LLC | 854 | $537.0K | 0.15% | +36+4.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 852 | $535.0K | 0.37% | +852 | New |
| Simmons Bank | 850 | $534.2K | 0.04% | +8+1.0% | Added |
| Sigma Planning Corp | 850 | $534.1K | 0.02% | −163−16.1% | Reduced |
| Baldwin Brothers Inc | 843 | $529.8K | 0.04% | −446−34.6% | Reduced |
| Ramiah Investment Group | 843 | $529.8K | 0.48% | +46+5.8% | Added |
| Severin Investments, LLC | 843 | $529.8K | 0.53% | +843 | New |
| Waterloo Capital, L.P. | 842 | $528.9K | 0.06% | +54+6.9% | Added |
| CoreFirst Bank & Trust | 841 | $528.6K | 0.31% | 00.0% | Unchanged |
| KDT Advisors, LLC | 840 | $527.9K | 0.78% | +840 | New |
| Washington Trust Bank | 835 | $524.8K | 0.05% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 834 | $524.2K | 0.22% | +834 | New |
| Petrus Trust Company, LTA | 829 | $521.0K | 0.05% | +325+64.5% | Added |
| Breed's Hill Capital LLC | 828 | $520.6K | 0.27% | +243+41.5% | Added |
| Hills Bank & Trust Co | 822 | $516.6K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 817 | $513.6K | 0.02% | −37−4.3% | Reduced |
| Stevens Capital Management LP | 814 | $512.0K | 0.21% | −843−50.9% | Reduced |
| Revolve Wealth Partners, LLC | 813 | $511.0K | 0.08% | +482+145.6% | Added |
| Bahl & Gaynor Inc | 811 | $509.7K | 0.00% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 810 | $509.1K | 0.50% | +810 | New |
| Alpha Omega Wealth Management LLC | 809 | $508.5K | 0.10% | 00.0% | Unchanged |
| Rossby Financial, LCC | 807 | $507.2K | 0.32% | +807 | New |
| Mason Investment Advisory Services, Inc. | 804 | $505.1K | 0.03% | +2+0.2% | Added |
| Scissortail Wealth Management, LLC | 797 | $500.9K | 0.13% | +788+8,755.6% | Added |
| Avenue 1 Advisors, LLC | 794 | $499.0K | 0.19% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 846 | $496.5K | 0.23% | +64+8.2% | Added |
| Tradewinds, LLC. | 838 | $495.0K | 0.14% | −27−3.1% | Reduced |
| Ambassador Advisors, LLC | 787 | $494.7K | 0.08% | +118+17.6% | Added |
| Clear Creek Financial Management, LLC | 785 | $493.5K | 0.05% | +16+2.1% | Added |
| Legacy Bridge, LLC | 782 | $491.5K | 0.26% | −20−2.5% | Reduced |
| Michael B. Yongue | 782 | $491.5K | 0.39% | −15−1.9% | Reduced |
| Farringdon Capital, Ltd. | 780 | $490.2K | 0.20% | +780 | New |
| International Assets Investment Management, LLC | 785 | $488.9K | 0.04% | −483,543−99.8% | Reduced |
| National Asset Management, Inc. | 777 | $488.4K | 0.02% | −1,755−69.3% | Reduced |
| Veracity Capital LLC | 772 | $485.5K | 0.18% | +62+8.7% | Added |
| Prentice Wealth Management LLC | 772 | $485.2K | 0.14% | +64+9.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 771 | $484.6K | 0.05% | +7+0.9% | Added |
| Private Client Services, LLC | 771 | $484.4K | 0.26% | +1+0.1% | Added |
| Oxford Financial Group Ltd | 767 | $482.4K | 0.03% | −1,405−64.7% | Reduced |
| Beaumont Financial Advisors, LLC | 767 | $482.1K | 0.04% | +2+0.3% | Added |
| Ulland Investment Advisors, LLC | 767 | $482.0K | 0.31% | −120−13.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $481.4K | 0.08% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 766 | $481.4K | 0.42% | +12+1.6% | Added |
| Conestoga Capital Advisors, LLC | 765 | $480.8K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 760 | $477.6K | 0.12% | +18+2.4% | Added |
| Leonteq Securities AG | 759 | $477.0K | 0.05% | −280−26.9% | Reduced |