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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
ORG Wealth Partners, LLC13$8.17K0.00%+6+85.7%Added
First PREMIER Bank13$8.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.12$7.61K0.00%00.0%Unchanged
Cedar Wealth Management, LLC12$7.54K0.00%00.0%Unchanged
Mascoma Wealth Management LLC12$7.54K0.00%+4+50.0%Added
South Plains Financial, Inc.12$7.54K0.01%+12New
Byrne Asset Management LLC12$7.54K0.01%+12New
McIlrath & Eck, LLC11$6.91K0.00%00.0%Unchanged
HighMark Wealth Management LLC11$6.91K0.00%00.0%Unchanged
WealthCollab, LLC11$6.91K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.11$6.62K0.00%+11New
Richardson Financial Services Inc.10$6.30K0.00%+10New
Barrett & Company, Inc.10$6.29K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$6.29K0.00%00.0%Unchanged
JNBA Financial Advisors10$6.29K0.00%00.0%Unchanged
Rakuten Securities, Inc.10$6.29K0.00%+6+150.0%Added
Minot DeBlois Advisors LLC10$6.29K0.01%+10New
Mainstream Capital Management LLC10$6.29K0.00%+10New
WealthTrak Capital Management LLC10$6.29K0.01%+10New
Evelyn Partners Investment Management (Europe) Ltd10$6.29K0.00%+10New
TD Capital Management LLC9$5.67K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC9$5.66K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$5.03K0.00%+8New
PrairieView Partners, LLC8$5.00K0.00%00.0%Unchanged
Briaud Financial Planning, Inc8$5.00K0.00%+8New
Winthrop Capital Management, LLC7$5.00K0.00%+7New
True Wealth Design, LLC8$4.76K0.00%+3+60.0%Added
PFG Private Wealth Management, LLC7$4.40K0.00%00.0%Unchanged
PayPay Securities Corp7$4.40K0.19%00.0%Unchanged
Fairscale Capital, LLC7$4.40K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC7$4.40K0.00%+7New
MPWM Advisory Solutions, LLC7$4.40K0.00%+7New
Hazlett, Burt & Watson, Inc.6$4.00K0.00%−2−25.0%Reduced
Jackson, Grant Investment Advisers, Inc.6$3.77K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC6$3.77K0.00%00.0%Unchanged
Wingate Wealth Advisors, Inc.6$3.77K0.00%+6New
Winnow Wealth LLC6$3.52K0.00%+6New
Decker Retirement Planning Inc.5$3.14K0.00%+5New
Asset Planning,Inc5$3.14K0.00%+5New
Crowley Wealth Management, Inc.5$3.14K0.00%+5New
Clal Insurance Enterprises Holdings Ltd4$3.00K0.00%+4New
FLP Wealth Management, LLC4$2.59K0.01%+4New
Longfellow Investment Management Co LLC4$2.51K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$2.51K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc4$2.51K0.00%+4New
1620 Investment Advisors, Inc.3$2.06K0.00%00.0%Unchanged
Perritt Capital Management Inc3$1.90K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.3$1.89K0.00%−2−40.0%Reduced
ESL Trust Services, LLC3$1.89K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.3$1.89K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC3$1.89K0.00%+3New
Park Square Financial Group, LLC3$1.89K0.00%+3New
Painted Porch Advisors LLC2$1.29K0.00%00.0%Unchanged
Activest Wealth Management2$1.26K0.00%−4−66.7%Reduced
Evermay Wealth Management LLC2$1.26K0.00%00.0%Unchanged
Chesapeake Asset Management LLC2$1.26K0.00%00.0%Unchanged
Bank of New Hampshire2$1.26K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC2$1.26K0.00%00.0%Unchanged
Breakwater Investment Management2$1.26K0.00%00.0%Unchanged
WestEnd Advisors, LLC2$1.26K0.00%+1+100.0%Added
Kohmann Bosshard Financial Services, LLC2$1.26K0.00%+2New
Parkworth Wealth Management, Inc.2$1.26K0.00%+2New
Householder Group Estate & Retirement Specialist, LLC3$1.00K0.00%−3−50.0%Reduced
Birchbrook, Inc.1$6430.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$6290.00%00.0%Unchanged
Navigoe, LLC1$00.00%+1New
Seven Post Investment Office LP0$00.00%−163,590−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−54,409−100.0%Sold out
Manning & Napier Advisors LLC0$00.00%−44,111−100.0%Sold out
Adams Diversified Equity Fund, Inc.0$00.00%−43,200−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−41,973−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−38,586−100.0%Sold out
Tairen Capital Ltd0$00.00%−35,000−100.0%Sold out
HRT Financial LP0$00.00%−33,018−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−28,727−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−23,160−100.0%Sold out
Cohen Klingenstein LLC0$00.00%−20,600−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−17,500−100.0%Sold out
Moore Capital Management, LP0$00.00%−17,410−100.0%Sold out
Trexquant Investment LP0$00.00%−14,957−100.0%Sold out
Parkwood LLC0$00.00%−13,402−100.0%Sold out
LMR Partners LLP0$00.00%−13,393−100.0%Sold out
Virtu Financial LLC0$00.00%−12,087−100.0%Sold out
Headlands Technologies LLC0$00.00%−11,674−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,210−100.0%Sold out
Simplex Trading, LLC0$00.00%−11,078−100.0%Sold out
Engineers Gate Manager LP0$00.00%−10,419−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−9,758−100.0%Sold out
Veriti Management LLC0$00.00%−9,561−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−9,314−100.0%Sold out
Quest Investment Management LLC0$00.00%−8,400−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−11,227−100.0%Sold out
Mirabaud Asset Management Ltd0$00.00%−7,873−100.0%Sold out
Centiva Capital, LP0$00.00%−7,737−100.0%Sold out
Stony Point Capital LLC0$00.00%−7,731−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−6,673−100.0%Sold out
Longbow Finance SA0$00.00%−6,496−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−6,055−100.0%Sold out
Settian Capital LP0$00.00%−6,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,500−100.0%Sold out