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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 757 | $475.8K | 0.04% | +6+0.8% | Added |
| Fortune Financial Advisors, LLC | 756 | $475.1K | 0.43% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 754 | $473.9K | 0.17% | +1+0.1% | Added |
| Bigelow Investment Advisors, LLC | 754 | $473.9K | 0.22% | +13+1.8% | Added |
| SFM, LLC | 754 | $473.7K | 0.33% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 753 | $473.3K | 0.13% | +15+2.0% | Added |
| SeaCrest Wealth Management, LLC | 751 | $471.7K | 0.05% | +64+9.3% | Added |
| Triad Wealth Partners, LLC | 750 | $471.7K | 0.17% | +750 | New |
| Everpar Advisors LLC | 750 | $471.4K | 0.24% | −134−15.2% | Reduced |
| Arrow Financial Corp | 750 | $471.4K | 0.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 749 | $470.7K | 0.08% | −491−39.6% | Reduced |
| Betterment LLC | 746 | $469.0K | 0.00% | +1+0.1% | Added |
| Onefund, LLC | 743 | $467.0K | 0.45% | +8+1.1% | Added |
| 17 Capital Partners, LLC | 739 | $464.5K | 0.29% | +30+4.2% | Added |
| HBW Advisory Services LLC | 739 | $464.4K | 0.07% | −241−24.6% | Reduced |
| KCM Investment Advisors LLC | 739 | $464.2K | 0.02% | +12+1.7% | Added |
| Western Wealth Management, LLC | 737 | $463.4K | 0.02% | +98+15.3% | Added |
| Brooklyn FI, LLC | 734 | $461.3K | 0.15% | −202−21.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 733 | $460.7K | 0.01% | −657−47.3% | Reduced |
| Truepoint, Inc. | 732 | $460.1K | 0.01% | −27−3.6% | Reduced |
| Fishman Jay A Ltd | 732 | $460.1K | 0.04% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 729 | $458.2K | 0.12% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $458.2K | 0.46% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 731 | $455.7K | 0.11% | +13+1.8% | Added |
| Johnson Bixby & Associates, LLC | 725 | $455.7K | 0.07% | 00.0% | Unchanged |
| Lansing Street Advisors | 724 | $455.0K | 0.16% | +724 | New |
| Moors & Cabot, Inc. | 723 | $454.7K | 0.02% | +66+10.0% | Added |
| Independent Financial Group, LLC | 723 | $454.4K | 0.02% | −191−20.9% | Reduced |
| Interchange Capital Partners, LLC | 720 | $454.4K | 0.16% | −129−15.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 717 | $450.6K | 0.22% | −56−7.2% | Reduced |
| Woodstock Corp | 711 | $446.9K | 0.04% | −70−9.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 709 | $445.6K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 709 | $445.6K | 0.06% | +61+9.4% | Added |
| NorthStar Asset Management LLC | 708 | $445.0K | 0.28% | −83−10.5% | Reduced |
| Fort Sheridan Advisors LLC | 707 | $444.4K | 0.06% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 707 | $444.4K | 0.01% | +707 | New |
| GenTrust, LLC | 707 | $444.0K | 0.02% | +1+0.1% | Added |
| Atlantic Trust, LLC | 705 | $443.3K | 0.10% | +1+0.1% | Added |
| NovaPoint Capital, LLC | 705 | $443.1K | 0.14% | +2+0.3% | Added |
| Union Savings Bank | 705 | $443.1K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 702 | $441.2K | 0.04% | −4−0.6% | Reduced |
| Signal Advisors Wealth, LLC | 700 | $440.0K | 0.05% | +56+8.7% | Added |
| Capital Investment Counsel, Inc | 700 | $439.9K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $439.9K | 0.22% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 700 | $439.9K | 0.05% | +250+55.6% | Added |
| Prestige Wealth Management Group LLC | 696 | $437.5K | 0.09% | +1+0.1% | Added |
| Riverwater Partners LLC | 694 | $436.2K | 0.21% | +2+0.3% | Added |
| Congress Park Capital LLC | 692 | $434.9K | 0.16% | −20−2.8% | Reduced |
| Impact Investors, Inc | 691 | $434.1K | 0.34% | +691 | New |
| Founders Financial Alliance, LLC | 690 | $433.7K | 0.12% | +14+2.1% | Added |
| Rehmann Capital Advisory Group | 688 | $432.5K | 0.03% | +48+7.5% | Added |
| Impact Capital Partners LLC | 682 | $428.6K | 0.15% | +682 | New |
| St. Louis Trust Co | 674 | $423.6K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 673 | $423.1K | 0.21% | +10+1.5% | Added |
| Schnieders Capital Management LLC | 673 | $423.0K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 673 | $423.0K | 0.03% | +9+1.4% | Added |
| Planned Solutions, Inc. | 672 | $422.4K | 0.17% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 670 | $421.2K | 0.19% | −728−52.1% | Reduced |
| Global Endowment Management, LP | 667 | $419.2K | 0.05% | −76−10.2% | Reduced |
| Foundations Investment Advisors, LLC | 666 | $418.8K | 0.01% | +264+65.7% | Added |
| Brucke Financial, Inc. | 696 | $418.7K | 0.36% | +696 | New |
| Perfromance Wealth Partners, LLC | 666 | $418.6K | 0.01% | −56−7.8% | Reduced |
| Cornerstone Wealth Group, LLC | 666 | $418.6K | 0.03% | −20−2.9% | Reduced |
| Crews Bank & Trust | 665 | $418.0K | 0.07% | +665 | New |
| Saranac Partners Ltd | 665 | $418.0K | 0.23% | +665 | New |
| Winthrop Advisory Group LLC | 665 | $417.8K | 0.05% | −25−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 664 | $417.0K | 0.05% | −11−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 661 | $415.3K | 0.01% | −111−14.4% | Reduced |
| Ewa, LLC | 658 | $413.6K | 0.16% | −6−0.9% | Reduced |
| Sage Private Wealth Group, LLC | 657 | $413.3K | 0.31% | +24+3.8% | Added |
| Avidian Wealth Solutions, LLC | 657 | $412.7K | 0.02% | −10−1.5% | Reduced |
| Latko Wealth Management, Ltd. | 655 | $412.0K | 0.24% | +1+0.2% | Added |
| Thomasville National Bank | 649 | $407.9K | 0.03% | +6+0.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 647 | $406.6K | 0.05% | +609+1,602.6% | Added |
| Essex Savings Bank | 646 | $406.0K | 0.10% | +22+3.5% | Added |
| Accelerate Investment Advisors LLC | 645 | $405.4K | 0.36% | +21+3.4% | Added |
| Hummer Financial Advisory Services Inc | 640 | $402.2K | 0.32% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 639 | $401.6K | 0.03% | −4,601−87.8% | Reduced |
| Berbice Capital Management LLC | 638 | $401.0K | 0.32% | +638 | New |
| Heritage Trust Co | 636 | $399.7K | 0.05% | +636 | New |
| Cynosure Management, LLC | 630 | $396.0K | 0.06% | −148−19.0% | Reduced |
| Sonora Investment Management Group, LLC | 630 | $396.0K | 0.03% | 00.0% | Unchanged |
| Pacific Wealth Management | 629 | $395.3K | 0.21% | −33−5.0% | Reduced |
| Portside Wealth Group, LLC | 628 | $394.7K | 0.07% | +70+12.5% | Added |
| Great Diamond Partners, LLC | 627 | $394.1K | 0.10% | +17+2.8% | Added |
| TCI Wealth Advisors, Inc. | 624 | $392.2K | 0.03% | −122−16.4% | Reduced |
| Camden National Bank | 624 | $392.2K | 0.06% | −5−0.8% | Reduced |
| WP Advisors, LLC | 623 | $391.3K | 0.13% | +1+0.2% | Added |
| Parcion Private Wealth LLC | 620 | $389.7K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 619 | $389.2K | 0.01% | +619 | New |
| Cercano Management LLC | 619 | $389.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 619 | $389.0K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 640 | $388.0K | 0.12% | +11+1.7% | Added |
| Crewe Advisors LLC | 617 | $387.8K | 0.05% | +617 | New |
| Angeles Investment Advisors, LLC | 616 | $387.2K | 0.02% | −43−6.5% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $385.9K | 0.25% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 612 | $384.7K | 0.05% | +51+9.1% | Added |
| Valtinson Bruner Financial Planning LLC | 612 | $384.6K | 0.13% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 612 | $384.6K | 0.14% | +6+1.0% | Added |
| Traveka Wealth, LLC | 611 | $384.0K | 0.21% | +44+7.8% | Added |