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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.

Institutional holdersQ4 2024: 2,066 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,917 institutionsQ1 2024: 1,943 institutionsQ2 2024: 1,966 institutionsQ3 2024: 1,969 institutionsQ4 2024: 2,066 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,212 institutionsQ3 2025: 2,198 institutionsQ4 2025: 2,269 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2024: $147.4B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,269$161.3B
Q3 20252,198$160.5B
Q2 20252,212$188.1B
Q1 20252,030$144.5B
Q4 20242,066$147.4B
Q3 20241,969$144.2B
Q2 20241,966$154.2B
Q1 20241,943$152.0B
Q4 20231,917$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2024.

Institutions holding INTU in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quest 10 Wealth Builders, Inc.72$45.3K0.05%+72New
Webster Bank, N. A.72$45.3K0.00%−9−11.1%Reduced
Salomon & Ludwin, LLC72$45.3K0.00%00.0%Unchanged
West Paces Advisors Inc.72$45.3K0.01%00.0%Unchanged
Kings Path Partners LLC72$45.3K0.02%00.0%Unchanged
First United Bank Trust68$42.7K0.02%−6−8.1%Reduced
Atwood & Palmer Inc67$42.1K0.00%00.0%Unchanged
Bogart Wealth, LLC66$41.5K0.00%+11+20.0%Added
Rialto Wealth Management, LLC66$41.5K0.01%+66New
Horizon Bancorp Inc65$41.0K0.02%00.0%Unchanged
AlphaMark Advisors, LLC66$41.0K0.02%+65+6,500.0%Added
Sachetta, LLC64$40.2K0.02%−1−1.5%Reduced
BFSG, LLC63$39.6K0.00%00.0%Unchanged
MCF Advisors LLC62$39.0K0.00%00.0%Unchanged
Cetera Trust Company, N.A62$39.0K0.03%00.0%Unchanged
Hilltop National Bank60$37.7K0.01%−42−41.2%Reduced
Moisand Fitzgerald Tamayo, LLC60$37.7K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC59$37.1K0.01%+9+18.0%Added
PMV Capital Advisers, LLC59$37.1K0.10%+59New
Beacon Capital Management, LLC58$36.5K0.00%+30+107.1%Added
Aviso Financial Inc.57$35.8K0.00%−1,011−94.7%Reduced
Cornerstone National Bank & Trust Co57$35.8K0.02%00.0%Unchanged
Lavaca Capital LLC56$35.2K0.02%+56New
VSM Wealth Advisory, LLC56$35.2K0.01%+56New
Bangor Savings Bank54$33.9K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.54$33.9K0.01%+4+8.0%Added
Colonial Trust Advisors54$33.9K0.00%+6+12.5%Added
Tradewinds Capital Management, LLC51$32.1K0.01%+4+8.5%Added
Creative Financial Designs Inc50$31.4K0.00%00.0%Unchanged
Albion Financial Group50$31.4K0.00%00.0%Unchanged
City State Bank50$31.4K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$31.4K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC46$28.9K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC46$28.9K0.02%+46New
DiNuzzo Private Wealth, Inc.45$28.3K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.45$28.0K0.00%+45New
Trifecta Capital Advisors, LLC44$27.7K0.01%−15−25.4%Reduced
Optimum Investment Advisors44$27.7K0.01%00.0%Unchanged
Clear Street Markets LLC44$27.7K0.01%+44New
NewSquare Capital LLC43$27.0K0.00%+18+72.0%Added
Valley National Advisers Inc44$27.0K0.00%−1−2.2%Reduced
Hanson & Doremus Investment Management43$27.0K0.00%00.0%Unchanged
Hollencrest Capital Management41$25.8K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.40$25.1K0.01%00.0%Unchanged
R Squared Ltd40$25.1K0.02%+40New
Copia Wealth Management40$25.1K0.02%+40New
Grayhawk Investment Strategies Inc.36$22.6K0.04%00.0%Unchanged
Northwest Capital Management Inc36$22.6K0.01%00.0%Unchanged
Solstein Capital, LLC36$22.6K0.01%00.0%Unchanged
High Note Wealth, LLC34$21.4K0.01%+34New
Avion Wealth35$21.0K0.01%+6+20.7%Added
Cherry Tree Wealth Management, LLC33$20.7K0.01%00.0%Unchanged
Centricity Wealth Management, LLC33$20.7K0.02%+33New
Old Point Trust & Financial Services N A32$20.1K0.01%00.0%Unchanged
Front Row Advisors LLC32$20.1K0.01%00.0%Unchanged
REAP Financial Group, LLC31$19.5K0.00%−13−29.5%Reduced
Noble Wealth Management PBC31$19.5K0.01%+31New
Westend Capital Management, LLC30$18.9K0.01%00.0%Unchanged
Sellwood Investment Partners LLC30$18.9K0.01%+30New
Aspetuck Financial Management LLC30$18.9K0.01%+30New
Kentucky Trust Co30$18.9K0.01%+30New
Aspect Partners, LLC29$18.2K0.01%−4−12.1%Reduced
Nemes Rush Group LLC27$17.1K0.00%+16+145.5%Added
Valued Wealth Advisors LLC27$17.0K0.01%−5−15.6%Reduced
Longview Financial Advisors LLC27$17.0K0.01%+27New
Kiely Wealth Advisory Group, Inc.28$16.4K0.01%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC26$16.4K0.00%+26New
Raffa Wealth Management, LLC26$16.3K0.00%00.0%Unchanged
Synergy Financial Management, LLC26$16.1K0.00%+26New
Creekmur Asset Management LLC25$15.7K0.00%−3−10.7%Reduced
USA Financial Portformulas Corp25$15.7K0.00%+1+4.2%Added
Investment Management Corp25$15.5K0.01%+25New
Tompkins Financial Corp24$15.1K0.00%00.0%Unchanged
Pineridge Advisors LLC23$14.5K0.01%+23New
Transce3nd, LLC23$14.5K0.00%+23New
E Fund Management (Hong Kong) Co., Ltd.23$14.0K0.01%+19+475.0%Added
Tucker Asset Management LLC22$13.8K0.00%−3−12.0%Reduced
Fairway Wealth LLC22$13.8K0.01%+22New
First Pacific Financial21$13.2K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC20$12.6K0.00%+20New
Frazier Financial Advisors, LLC19$12.0K0.01%−6−24.0%Reduced
Adirondack Trust Co19$11.9K0.00%00.0%Unchanged
Atlas Capital Advisors LLC18$11.3K0.00%00.0%Unchanged
Core Alternative Capital17$10.7K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$10.7K0.00%00.0%Unchanged
Vision Financial Markets LLC16$10.2K0.01%+16New
Missouri Trust & Investment Co16$10.1K0.00%+4+33.3%Added
TFC Financial Management15$9.43K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC15$9.43K0.00%+15New
Bank of Jackson Hole Trust15$9.43K0.01%+15New
West Branch Capital LLC15$9.13K0.00%−15−50.0%Reduced
Archer Investment Corp15$9.11K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC15$9.00K0.00%+15New
Talon Private Wealth, LLC14$8.80K0.00%00.0%Unchanged
PFS Partners, LLC13$8.25K0.00%00.0%Unchanged
Walleye Capital LLC13$8.17K0.00%−3,895−99.7%Reduced
SOA Wealth Advisors, LLC.13$8.17K0.00%−4−23.5%Reduced
Sittner & Nelson, LLC13$8.17K0.00%+2+18.2%Added
Atlantic Edge Private Wealth Management, LLC13$8.17K0.00%+4+44.4%Added
Westside Investment Management, Inc.13$8.17K0.00%00.0%Unchanged