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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 395 | $248.3K | 0.10% | +8+2.1% | Added |
| Apexium Financial, LP | 395 | $248.3K | 0.02% | +395 | New |
| XML Financial, LLC | 395 | $248.2K | 0.02% | +66+20.1% | Added |
| LifePlan Investment Advisors, Inc. | 394 | $247.6K | 0.15% | −1−0.3% | Reduced |
| Stonebrook Private Inc. | 393 | $247.0K | 0.06% | +9+2.3% | Added |
| Raleigh Capital Management Inc. | 393 | $246.8K | 0.10% | +28+7.7% | Added |
| Quantum Financial Advisors, LLC | 392 | $246.1K | 0.04% | 00.0% | Unchanged |
| Leo Wealth, LLC | 391 | $245.9K | 0.02% | +50+14.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 391 | $245.7K | 0.03% | 00.0% | Unchanged |
| Canopy Partners, LLC | 391 | $245.7K | 0.09% | +391 | New |
| Red Wave Investments LLC | 390 | $245.1K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 390 | $245.1K | 0.02% | +34+9.6% | Added |
| Solidarilty Wealth, LLC | 388 | $243.9K | 0.06% | −1−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 387 | $243.5K | 0.01% | +27+7.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 385 | $242.0K | 0.04% | +16+4.3% | Added |
| Linscomb & Williams, Inc. | 385 | $242.0K | 0.01% | +14+3.8% | Added |
| DSG Capital Advisors, LLC | 385 | $242.0K | 0.04% | +385 | New |
| Integrity Alliance, LLC. | 381 | $239.5K | 0.03% | +381 | New |
| Nova Wealth Management, Inc. | 381 | $239.5K | 0.21% | +381 | New |
| West Bancorporation Inc | 379 | $238.2K | 0.16% | −12−3.1% | Reduced |
| Seldon Capital LP | 378 | $237.6K | 0.10% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 377 | $237.2K | 0.01% | +377 | New |
| UBS Oconnor LLC | 377 | $236.9K | 0.01% | +377 | New |
| Fundamentun, LLC | 376 | $236.8K | 0.01% | +5+1.3% | Added |
| BIP Wealth, LLC | 376 | $236.5K | 0.02% | −9−2.3% | Reduced |
| Claret Asset Management Corp | 376 | $236.0K | 0.04% | −38−9.2% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $235.7K | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 393 | $235.0K | 0.01% | +393 | New |
| Emerald Advisors, LLC | 374 | $234.8K | 0.03% | +13+3.6% | Added |
| Braun-Bostich & Associates Inc. | 373 | $234.4K | 0.17% | −25−6.3% | Reduced |
| Family CFO Inc | 373 | $234.4K | 0.13% | +373 | New |
| Compass Ion Advisors, LLC | 370 | $232.6K | 0.03% | −4−1.1% | Reduced |
| RHS Financial, LLC | 370 | $232.5K | 0.12% | −15−3.9% | Reduced |
| Credit Industriel Et Commercial | 370 | $232.5K | 0.06% | +370 | New |
| Guardian Wealth Advisors, LLC | 369 | $231.6K | 0.02% | +17+4.8% | Added |
| Avanza Fonder AB | 366 | $230.0K | 0.01% | +366 | New |
| Grimes & Company, Inc. | 366 | $229.8K | 0.01% | +24+7.0% | Added |
| Marino, Stram & Associates LLC | 364 | $229.1K | 0.05% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 363 | $228.2K | 0.04% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 363 | $228.1K | 0.10% | +32+9.7% | Added |
| Newbridge Financial Services Group, Inc. | 362 | $227.6K | 0.06% | +362 | New |
| Aviso Wealth Management | 362 | $227.5K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 362 | $227.5K | 0.07% | 00.0% | Unchanged |
| Burton Enright Welch | 361 | $226.9K | 0.05% | +361 | New |
| United Advisor Group, LLC | 359 | $225.6K | 0.04% | +359 | New |
| Successful Portfolios LLC | 358 | $225.0K | 0.15% | 00.0% | Unchanged |
| NTV Asset Management LLC | 355 | $223.1K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 355 | $223.1K | 0.09% | +20+6.0% | Added |
| Stance Capital LLC | 355 | $223.1K | 0.14% | +355 | New |
| Atlas Brown,Inc. | 354 | $222.5K | 0.08% | +2+0.6% | Added |
| Lafayette Investments, Inc. | 354 | $222.5K | 0.05% | +10+2.9% | Added |
| Bank of Stockton | 353 | $221.9K | 0.07% | −7−1.9% | Reduced |
| McAdam, LLC | 353 | $221.9K | 0.01% | +23+7.0% | Added |
| Ssi Investment Management LLC | 352 | $221.2K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 350 | $220.0K | 0.06% | −5−1.4% | Reduced |
| Renasant Bank | 349 | $219.3K | 0.14% | +22+6.7% | Added |
| Chatham Capital Group, Inc. | 348 | $218.7K | 0.04% | +348 | New |
| North Forty Two & Co. | 348 | $218.7K | 0.25% | +348 | New |
| Carolinas Wealth Consulting LLC | 348 | $218.6K | 0.04% | −55−13.6% | Reduced |
| Castle Rock Wealth Management, LLC | 372 | $218.5K | 0.05% | −3−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $217.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 346 | $217.5K | 0.02% | +20+6.1% | Added |
| Harbour Investments, Inc. | 346 | $217.4K | 0.01% | −5−1.4% | Reduced |
| Wealth Group, Ltd. | 345 | $217.0K | 0.14% | +345 | New |
| TCG Advisory Services, LLC | 345 | $216.8K | 0.01% | −14−3.9% | Reduced |
| CFO4Life Group, LLC | 345 | $216.8K | 0.04% | +345 | New |
| Werba Rubin Papier Wealth Management | 344 | $216.2K | 0.05% | +16+4.9% | Added |
| Osborne Partners Capital Management, LLC | 344 | $216.2K | 0.01% | +344 | New |
| Onyx Bridge Wealth Group LLC | 342 | $214.9K | 0.03% | −2−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 341 | $214.3K | 0.02% | +341 | New |
| Power Wealth Management LLC | 337 | $211.8K | 0.09% | −42−11.1% | Reduced |
| Sound Income Strategies, LLC | 337 | $211.8K | 0.01% | +6+1.8% | Added |
| Westmount Partners, LLC | 337 | $211.8K | 0.06% | +10+3.1% | Added |
| Chancellor Financial Group WB LP | 337 | $211.8K | 0.17% | +337 | New |
| Sandy Spring Bank | 336 | $211.2K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 336 | $211.2K | 0.10% | −100−22.9% | Reduced |
| Golden State Wealth Management, LLC | 335 | $210.6K | 0.03% | +335 | New |
| Sandy Cove Advisors, LLC | 335 | $210.6K | 0.08% | +10+3.1% | Added |
| DecisionMap Wealth Management, LLC | 335 | $210.5K | 0.17% | +335 | New |
| Sunpointe, LLC | 335 | $210.5K | 0.11% | −2−0.6% | Reduced |
| Resolute Partners Group | 334 | $209.9K | 0.04% | +334 | New |
| Westfuller Advisors, LLC | 333 | $209.3K | 0.13% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 332 | $208.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 331 | $208.0K | 0.05% | +331 | New |
| United Bank | 330 | $207.4K | 0.02% | −14−4.1% | Reduced |
| Alpha Cubed Investments, LLC | 329 | $206.7K | 0.01% | +329 | New |
| Davy Global Fund Management Ltd | 328 | $206.1K | 0.02% | +3+0.9% | Added |
| Ifrah Financial Services, Inc. | 328 | $205.9K | 0.06% | −10−3.0% | Reduced |
| Naples Global Advisors, LLC | 327 | $205.8K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 327 | $205.6K | 0.04% | +191+140.4% | Added |
| Aft, Forsyth & Company, Inc. | 327 | $205.5K | 0.10% | −96−22.7% | Reduced |
| Kesler, Norman & Wride, LLC | 326 | $204.8K | 0.04% | −1,582−82.9% | Reduced |
| Zhang Financial LLC | 325 | $204.4K | 0.01% | +325 | New |
| Pure Financial Advisors, Inc. | 325 | $204.4K | 0.00% | +325 | New |
| Invst, LLC | 325 | $204.3K | 0.02% | −2−0.6% | Reduced |
| Osprey Private Wealth LLC | 325 | $204.3K | 0.14% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 354 | $204.1K | 0.10% | −681−65.8% | Reduced |
| Blue Chip Partners, Inc. | 325 | $203.9K | 0.02% | +6+1.9% | Added |
| Crawford Investment Counsel Inc | 323 | $203.0K | 0.00% | +323 | New |
| Arthur M. Cohen & Associates, LLC | 323 | $203.0K | 0.04% | +323 | New |