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 |
|---|---|---|---|---|---|
| David Wealth Management LLC | 609 | $383.1K | 0.32% | +609 | New |
| TCTC Holdings, LLC | 607 | $381.5K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 606 | $380.7K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 603 | $379.0K | 0.02% | +14+2.4% | Added |
| Berkshire Bank | 602 | $378.4K | 0.09% | −14−2.3% | Reduced |
| Columbia Asset Management | 602 | $378.4K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 601 | $377.9K | 0.02% | +51+9.3% | Added |
| Telos Capital Management, Inc. | 600 | $377.1K | 0.04% | −160−21.1% | Reduced |
| East Coast Asset Management, LLC. | 600 | $377.1K | 0.13% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $377.1K | 0.30% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $377.1K | 0.10% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $377.0K | 0.15% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 599 | $376.5K | 0.35% | +599 | New |
| Twin Peaks Wealth Advisors, LLC | 599 | $376.5K | 0.16% | +6+1.0% | Added |
| Resources Management Corp | 596 | $375.0K | 0.05% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 591 | $371.4K | 0.09% | +60+11.3% | Added |
| Carnegie Capital Asset Management, LLC | 590 | $370.6K | 0.01% | −1−0.2% | Reduced |
| Gradient Capital Advisors, LLC | 589 | $370.2K | 0.12% | +5+0.9% | Added |
| MFA Wealth Services | 585 | $367.6K | 0.29% | +585 | New |
| Eagle Ridge Investment Management | 584 | $367.0K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 580 | $365.6K | 0.02% | −65−10.1% | Reduced |
| Cedar Mountain Advisors, LLC | 581 | $365.4K | 0.08% | −4−0.7% | Reduced |
| Elgethun Capital Management | 581 | $365.4K | 0.09% | +75+14.8% | Added |
| Salem Investment Counselors Inc | 581 | $365.2K | 0.01% | −5−0.9% | Reduced |
| Catalyst Capital Advisors LLC | 581 | $365.2K | 0.01% | +302+108.2% | Added |
| South State Corp. | 580 | $364.5K | 0.02% | +15+2.7% | Added |
| New England Research & Management, Inc. | 575 | $361.0K | 0.18% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 574 | $360.9K | 0.37% | +574 | New |
| Vigilare Wealth Management | 573 | $360.1K | 0.15% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 573 | $360.1K | 0.37% | +64+12.6% | Added |
| LGL Partners, LLC | 572 | $359.5K | 0.05% | −2−0.3% | Reduced |
| CVA Family Office, LLC | 572 | $359.5K | 0.06% | +41+7.7% | Added |
| Belpointe Asset Management LLC | 570 | $359.3K | 0.02% | −18−3.1% | Reduced |
| Proffitt & Goodson Inc | 571 | $358.9K | 0.06% | +4+0.7% | Added |
| Spartan Planning & Wealth Management | 569 | $357.6K | 0.33% | +569 | New |
| Simplicity Wealth,LLC | 568 | $357.1K | 0.07% | −19−3.2% | Reduced |
| Wealth Management Associates, Inc. | 567 | $356.4K | 0.15% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 566 | $355.7K | 0.08% | −3−0.5% | Reduced |
| Bourne Lent Asset Management Inc | 566 | $355.7K | 0.14% | −239−29.7% | Reduced |
| Fermata Advisors, LLC | 565 | $355.2K | 0.07% | −33−5.5% | Reduced |
| Wealth Management Partners, LLC | 565 | $355.1K | 0.15% | −73−11.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $354.8K | 0.01% | +392+227.9% | Added |
| LongView Asset Management LLC | 563 | $353.8K | 0.31% | +563 | New |
| Atticus Wealth Management, LLC | 562 | $353.0K | 0.11% | +39+7.5% | Added |
| Andina Capital Management, LLC | 558 | $350.7K | 0.29% | +15+2.8% | Added |
| WMS Partners, LLC | 558 | $350.5K | 0.02% | +180+47.6% | Added |
| Busey Wealth Management | 556 | $349.4K | 0.01% | +11+2.0% | Added |
| Studio Investment Management LLC | 554 | $348.2K | 0.07% | −7−1.2% | Reduced |
| Verity Asset Management, Inc. | 552 | $346.9K | 0.20% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 552 | $346.9K | 0.25% | +552 | New |
| Polymer Capital Management (HK) LTD | 550 | $345.7K | 0.06% | +50+10.0% | Added |
| Kuhn & Co Investment Counsel | 548 | $344.4K | 0.29% | +1+0.2% | Added |
| Libra Wealth LLC | 547 | $343.8K | 0.13% | −218−28.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 546 | $343.2K | 0.34% | −525−49.0% | Reduced |
| J. W. Coons Advisors, LLC | 545 | $342.5K | 0.09% | −97−15.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 548 | $342.1K | 0.08% | +548 | New |
| Seeds Investor LLC | 541 | $340.3K | 0.10% | +33+6.5% | Added |
| Fiduciary Alliance LLC | 541 | $340.0K | 0.03% | +125+30.0% | Added |
| Concorde Asset Management, LLC | 541 | $339.8K | 0.18% | −309−36.4% | Reduced |
| Tranquility Partners, LLC | 540 | $339.4K | 0.13% | −8−1.5% | Reduced |
| Tufton Capital Management | 539 | $338.8K | 0.06% | +4+0.7% | Added |
| Somerville Kurt F | 530 | $333.1K | 0.06% | 00.0% | Unchanged |
| Blue Sky Capital Consultants Group, Inc. | 530 | $333.1K | 0.20% | +530 | New |
| Custom Index Systems, LLC | 528 | $331.8K | 0.18% | +20+3.9% | Added |
| Powell Investment Advisors, LLC | 523 | $328.7K | 0.15% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 523 | $328.5K | 0.22% | −16−3.0% | Reduced |
| Manchester Capital Management LLC | 522 | $328.3K | 0.04% | −28−5.1% | Reduced |
| Green Harvest Asset Management LLC | 522 | $328.1K | 0.01% | +522 | New |
| West Family Investments, Inc. | 522 | $328.1K | 0.11% | −218−29.5% | Reduced |
| SageView Advisory Group, LLC | 518 | $325.6K | 0.01% | +97+23.0% | Added |
| Glen Eagle Advisors, LLC | 517 | $325.1K | 0.05% | −7−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 517 | $325.0K | 0.05% | −19−3.5% | Reduced |
| Jacobsen Capital Management | 515 | $323.7K | 0.14% | −6−1.2% | Reduced |
| Sig Brokerage, LP | 515 | $323.7K | 0.15% | +515 | New |
| Rosenberg Matthew Hamilton | 513 | $322.4K | 0.08% | +23+4.7% | Added |
| LRI Investments, LLC | 513 | $322.1K | 0.03% | +43+9.1% | Added |
| CoreCap Advisors, LLC | 511 | $321.2K | 0.01% | −38−6.9% | Reduced |
| Capital Advisors Inc | 511 | $321.2K | 0.01% | +76+17.5% | Added |
| Aprio Wealth Management, LLC | 509 | $320.2K | 0.05% | +57+12.6% | Added |
| Ethos Financial Group, LLC | 508 | $319.3K | 0.04% | +18+3.7% | Added |
| Security Financial Services, INC. | 506 | $318.0K | 0.06% | +20+4.1% | Added |
| Wolff Wiese Magana LLC | 505 | $317.4K | 0.21% | −1−0.2% | Reduced |
| Invenio Wealth Partners LLC | 505 | $317.4K | 0.13% | +12+2.4% | Added |
| Grandfield & Dodd, LLC | 503 | $316.1K | 0.02% | −20−3.8% | Reduced |
| Bank of Hawaii | 500 | $314.3K | 0.02% | −96−16.1% | Reduced |
| McLean Asset Management Corp | 500 | $314.2K | 0.09% | +10+2.0% | Added |
| Kestra Investment Management, LLC | 497 | $312.4K | 0.01% | +118+31.1% | Added |
| Sandhill Capital Partners LLC | 497 | $312.4K | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $311.4K | 0.05% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 494 | $310.5K | 0.15% | 00.0% | Unchanged |
| BBR Partners, LLC | 494 | $310.5K | 0.02% | −102−17.1% | Reduced |
| Sunflower Bank, N.A. | 494 | $310.5K | 0.09% | +33+7.2% | Added |
| Cottonwood Capital Advisors, LLC | 486 | $305.5K | 0.22% | +115+31.0% | Added |
| Highline Wealth Partners LLC | 485 | $304.6K | 0.10% | +340+234.5% | Added |
| Principal Street Partners, LLC | 484 | $304.2K | 0.06% | −416−46.2% | Reduced |
| Financial Advisors Network, Inc. | 482 | $303.0K | 0.05% | +482 | New |
| Postrock Partners LLC | 481 | $302.3K | 0.15% | +481 | New |
| Gemmer Asset Management LLC | 480 | $301.7K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 480 | $301.7K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 476 | $299.2K | 0.04% | +108+29.3% | Added |