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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 476 | $298.9K | 0.13% | −706−59.7% | Reduced |
| Ledyard National Bank | 475 | $298.5K | 0.03% | −94−16.5% | Reduced |
| Synergy Financial Group, LTD | 474 | $297.9K | 0.25% | −37−7.2% | Reduced |
| OneAscent Financial Services LLC | 473 | $297.0K | 0.03% | −247−34.3% | Reduced |
| Gryphon Financial Partners LLC | 472 | $296.5K | 0.04% | −513−52.1% | Reduced |
| Wynn Capital, LLC | 470 | $295.4K | 0.19% | −5−1.1% | Reduced |
| Certified Advisory Corp | 469 | $294.9K | 0.03% | −7−1.5% | Reduced |
| Orrstown Financial Services Inc | 469 | $294.8K | 0.08% | +40+9.3% | Added |
| AlTi Global, Inc. | 475 | $294.2K | 0.01% | −15−3.1% | Reduced |
| Colonial Trust Co | 468 | $294.0K | 0.04% | +55+13.3% | Added |
| National Philanthropic Trust | 467 | $293.5K | 0.00% | +467 | New |
| Bremer Bank National Association | 464 | $291.6K | 0.06% | −13−2.7% | Reduced |
| Morris Retirement Advisors, LLC | 461 | $289.6K | 0.15% | −69−13.0% | Reduced |
| Broadway Wealth Solutions, Inc. | 460 | $289.4K | 0.22% | +460 | New |
| New Republic Capital, LLC | 460 | $289.2K | 0.19% | +26+6.0% | Added |
| JB Capital LLC | 459 | $289.1K | 0.02% | −57−11.0% | Reduced |
| Cable Hill Partners, LLC | 460 | $288.8K | 0.03% | −2−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 459 | $288.5K | 0.05% | −11−2.3% | Reduced |
| Eagle Strategies LLC | 459 | $288.2K | 0.05% | +4+0.9% | Added |
| Eagle Wealth Strategies LLC | 456 | $286.6K | 0.21% | +9+2.0% | Added |
| Soltis Investment Advisors LLC | 455 | $286.1K | 0.03% | +27+6.3% | Added |
| Oxbow Advisors, LLC | 455 | $286.0K | 0.03% | −65−12.5% | Reduced |
| KFA Private Wealth Group, LLC | 455 | $286.0K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 455 | $286.0K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 455 | $286.0K | 0.01% | +455 | New |
| LifeSteps Financial, Inc. | 454 | $285.3K | 0.22% | 00.0% | Unchanged |
| Ignite Planners, LLC | 452 | $284.9K | 0.06% | −6−1.3% | Reduced |
| ABLE Financial Group, LLC | 453 | $284.7K | 0.08% | −8−1.7% | Reduced |
| Benin Management CORP | 453 | $284.7K | 0.08% | +36+8.6% | Added |
| Warren Street Wealth Advisors, LLC | 451 | $283.5K | 0.12% | +25+5.9% | Added |
| Y.D. More Investments Ltd | 450 | $282.8K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 450 | $282.8K | 0.08% | +35+8.4% | Added |
| Accredited Investor Services, LLC | 449 | $282.2K | 0.23% | +449 | New |
| McClarren Financial Advisors, Inc. | 449 | $282.0K | 0.79% | +449 | New |
| Marietta Investment Partners LLC | 447 | $280.9K | 0.06% | +11+2.5% | Added |
| Guyasuta Investment Advisors Inc | 446 | $280.3K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 445 | $279.7K | 0.06% | −7−1.5% | Reduced |
| Live Oak Private Wealth LLC | 445 | $279.7K | 0.05% | +10+2.3% | Added |
| SP Asset Management LLC | 444 | $279.2K | 0.02% | +1+0.2% | Added |
| Kovack Advisors, Inc. | 443 | $278.7K | 0.03% | +50+12.7% | Added |
| LVW Advisors, LLC | 443 | $278.4K | 0.03% | −43−8.8% | Reduced |
| Angeles Wealth Management, LLC | 443 | $278.4K | 0.02% | +52+13.3% | Added |
| Capital Analysts, LLC | 442 | $278.0K | 0.01% | −38−7.9% | Reduced |
| Samalin Investment Counsel, LLC | 442 | $278.0K | 0.12% | −63−12.5% | Reduced |
| Purkiss Capital Advisors LLC | 441 | $277.2K | 0.24% | +441 | New |
| Tandem Investment Advisors, Inc. | 441 | $277.0K | 0.01% | −1−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $276.5K | 0.09% | −40−8.3% | Reduced |
| CV Advisors LLC | 439 | $275.9K | 0.10% | 00.0% | Unchanged |
| Concentrum Wealth Management | 439 | $275.9K | 0.10% | +6+1.4% | Added |
| Kathmere Capital Management, LLC | 438 | $275.3K | 0.02% | −48−9.9% | Reduced |
| Sherbrooke Park Advisers LLC | 438 | $275.3K | 0.09% | +438 | New |
| Modern Wealth Management, LLC | 436 | $274.4K | 0.01% | +436 | New |
| Paradigm Financial Partners, LLC | 436 | $274.1K | 0.03% | +73+20.1% | Added |
| Tennessee Valley Asset Management Partners | 431 | $270.8K | 0.05% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 430 | $270.3K | 0.04% | −234−35.2% | Reduced |
| Corundum Group, Inc. | 430 | $270.3K | 0.10% | −49−10.2% | Reduced |
| Baker Boyer National Bank | 430 | $270.3K | 0.09% | +10+2.4% | Added |
| West Coast Financial LLC | 428 | $269.2K | 0.03% | 00.0% | Unchanged |
| Center For Asset Management LLC | 428 | $269.0K | 0.17% | +428 | New |
| Burney Co | 426 | $267.7K | 0.01% | +1+0.2% | Added |
| Resonant Capital Advisors, LLC | 426 | $267.7K | 0.02% | +87+25.7% | Added |
| Jackson Square Capital, LLC | 425 | $267.1K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 425 | $267.1K | 0.02% | +8+1.9% | Added |
| BlackDiamond Wealth Management Inc. | 424 | $266.5K | 0.15% | +58+15.8% | Added |
| Acropolis Investment Management, LLC | 423 | $265.9K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 420 | $263.8K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 419 | $263.5K | 0.03% | +1+0.2% | Added |
| Values Added Financial LLC | 419 | $263.3K | 0.15% | 00.0% | Unchanged |
| Pacitti Group Inc. | 418 | $262.8K | 0.12% | 00.0% | Unchanged |
| Putney Financial Group LLC | 417 | $262.1K | 0.23% | +417 | New |
| Shepherd Financial Partners LLC | 417 | $261.8K | 0.03% | +5+1.2% | Added |
| Malaga Cove Capital, LLC | 415 | $260.8K | 0.10% | −12−2.8% | Reduced |
| WPG Advisers, LLC | 414 | $260.2K | 0.24% | +414 | New |
| Etesian Wealth Advisors, Inc. | 413 | $259.6K | 0.11% | −11−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 411 | $258.3K | 0.02% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 410 | $257.7K | 0.09% | −3−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $257.7K | 0.08% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 409 | $257.2K | 0.06% | −3−0.7% | Reduced |
| True North Advisors, LLC | 409 | $257.1K | 0.06% | +17+4.3% | Added |
| GWN Securities Inc. | 429 | $257.0K | 0.07% | +429 | New |
| Amplius Wealth Advisors, LLC | 408 | $256.4K | 0.03% | −9−2.2% | Reduced |
| LMCG Investments, LLC | 407 | $255.8K | 0.02% | −8,184−95.3% | Reduced |
| Capital A Wealth Management, LLC | 407 | $255.8K | 0.42% | +407 | New |
| Main Street Financial Solutions, LLC | 406 | $255.2K | 0.03% | +406 | New |
| Howard Bailey Securities, LLC | 406 | $255.2K | 0.09% | +1+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 404 | $253.8K | 0.02% | +1+0.2% | Added |
| Pine Harbor Wealth Management, LLC | 403 | $253.7K | 0.10% | 00.0% | Unchanged |
| May Hill Capital, LLC | 402 | $252.7K | 0.10% | +402 | New |
| Patrick M Sweeney & Associates, Inc | 401 | $252.0K | 0.19% | +45+12.6% | Added |
| IFG Advisory, LLC | 400 | $251.4K | 0.01% | +400 | New |
| Carret Asset Management, LLC | 400 | $251.4K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $251.4K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $251.4K | 0.07% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $251.4K | 0.10% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 400 | $251.0K | 0.08% | 00.0% | Unchanged |
| Associated Banc-Corp | 399 | $250.8K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 397 | $250.2K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 398 | $250.2K | 0.05% | +398 | New |
| Sovran Advisors, LLC | 400 | $249.5K | 0.04% | +400 | New |
| Gallacher Capital Management LLC | 395 | $248.5K | 0.12% | −5−1.3% | Reduced |