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
- 2,067
- +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
- 804 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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 45,835 | $28.8M | 0.24% | −2,069−4.3% | Reduced |
| Tran Capital Management, L.P. | 45,643 | $28.7M | 3.25% | −2,585−5.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,068 | $28.5M | 0.14% | +6,922+18.1% | Added |
| Battery Global Advisors, LLC | 45,350 | $28.5M | 15.24% | −3,200−6.6% | Reduced |
| Utah Retirement Systems | 45,335 | $28.5M | 0.31% | +100+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 44,504 | $28.0M | 0.06% | +345+0.8% | Added |
| Trivest Advisors Ltd | 44,000 | $27.7M | 1.26% | +40,000+1,000.0% | Added |
| Clifford Swan Investment Counsel LLC | 43,847 | $27.6M | 0.99% | −602−1.4% | Reduced |
| Umb Bank N A | 43,677 | $27.5M | 0.43% | −20,846−32.3% | Reduced |
| Shelton Capital Management | 43,549 | $27.4M | 0.68% | +1,218+2.9% | Added |
| Federated Hermes, Inc. | 43,340 | $27.2M | 0.06% | −42,516−49.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 43,313 | $27.2M | 1.18% | +1,602+3.8% | Added |
| Troy Asset Management Ltd | 43,079 | $27.1M | 0.89% | −592−1.4% | Reduced |
| Osterweis Capital Management Inc | 42,977 | $27.0M | 1.26% | +189+0.4% | Added |
| Natixis Investment Managers International | 42,956 | $27.0M | 2.09% | −6,258−12.7% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $27.0M | 0.23% | 00.0% | Unchanged |
| Andra AP-fonden | 42,600 | $26.8M | 0.43% | +4,400+11.5% | Added |
| Achmea Investment Management B.V. | 42,539 | $26.7M | 0.44% | −209−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 42,518 | $26.7M | 0.04% | −1,696−3.8% | Reduced |
| Pacer Advisors, Inc. | 42,193 | $26.5M | 0.06% | +1,997+5.0% | Added |
| Varma Mutual Pension Insurance Co | 42,058 | $26.4M | 0.20% | −3,500−7.7% | Reduced |
| Davidson Investment Advisors | 41,940 | $26.4M | 1.28% | +553+1.3% | Added |
| New York Life Investment Management LLC | 41,627 | $26.2M | 0.26% | +65+0.2% | Added |
| La Banque Postale Asset Management SA | 41,595 | $26.1M | 0.35% | +419+1.0% | Added |
| Candriam Luxembourg S.C.A. | 41,218 | $25.9M | 0.15% | +2,846+7.4% | Added |
| Sterling Capital Management LLC | 40,628 | $25.5M | 0.35% | −3,398−7.7% | Reduced |
| McDaniel Terry & Co | 40,517 | $25.5M | 2.09% | +220+0.5% | Added |
| Northwest & Ethical Investments L.P. | 40,094 | $25.2M | 0.68% | +2,972+8.0% | Added |
| Wendell David Associates Inc | 39,853 | $25.0M | 2.48% | −146−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 39,782 | $25.0M | 0.26% | +25,098+170.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 39,735 | $25.0M | 0.24% | +39,735 | New |
| Worldquant Millennium Advisors LLC | 39,638 | $24.9M | 0.16% | −59,925−60.2% | Reduced |
| Pinebridge Investments, L.P. | 39,335 | $24.7M | 0.19% | −28,086−41.7% | Reduced |
| Janney Montgomery Scott LLC | 39,268 | $24.7M | 0.07% | +7,863+25.0% | Added |
| Harvest Portfolios Group Inc. | 39,199 | $24.6M | 0.82% | +3,297+9.2% | Added |
| Moran Wealth Management, LLC | 39,054 | $24.5M | 0.78% | −33−0.1% | Reduced |
| Hillman Co | 38,994 | $24.5M | 10.37% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 38,803 | $24.4M | 0.04% | +3,197+9.0% | Added |
| Wealthfront Advisers LLC | 38,653 | $24.3M | 0.07% | +390+1.0% | Added |
| Vident Advisory, LLC | 38,430 | $24.2M | 0.42% | +32,500+548.1% | Added |
| Sapient Capital LLC | 38,316 | $24.1M | 0.46% | −626−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 37,889 | $23.8M | 0.09% | −1,065−2.7% | Reduced |
| Flossbach Von Storch AG | 37,600 | $23.6M | 0.09% | −5,212−12.2% | Reduced |
| Mutual of America Capital Management LLC | 37,508 | $23.6M | 0.25% | −989−2.6% | Reduced |
| Whittier Trust Co | 37,202 | $23.4M | 0.31% | −3,054−7.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,889 | $23.2M | 0.02% | +813+2.3% | Added |
| Ci Investments Inc. | 36,448 | $22.9M | 0.09% | +229+0.6% | Added |
| Rockland Trust Co | 36,323 | $22.8M | 1.16% | +1,041+3.0% | Added |
| Boston Common Asset Management, LLC | 35,574 | $22.4M | 0.65% | −131−0.4% | Reduced |
| Brinker Capital Investments, LLC | 35,525 | $22.3M | 0.22% | +2,994+9.2% | Added |
| Orion Portfolio Solutions, LLC | 35,525 | $22.3M | 0.22% | +2,994+9.2% | Added |
| NEOS Investment Management LLC | 35,523 | $22.3M | 0.53% | +7,142+25.2% | Added |
| Louisiana State Employees Retirement System | 35,500 | $22.3M | 0.42% | −1,500−4.1% | Reduced |
| Yousif Capital Management, LLC | 35,423 | $22.3M | 0.25% | −2,129−5.7% | Reduced |
| Geneva Capital Management LLC | 35,335 | $22.2M | 0.39% | −4,277−10.8% | Reduced |
| Global X Japan Co., Ltd. | 34,945 | $22.0M | 2.74% | +2,749+8.5% | Added |
| Wilson Asset Management (International) Pty Ltd | 34,456 | $21.7M | 5.61% | −5,911−14.6% | Reduced |
| Hamilton Capital Partners Inc. | 34,374 | $21.6M | 1.61% | +5,624+19.6% | Added |
| Natixis | 34,230 | $21.5M | 0.15% | +21,176+162.2% | Added |
| Teachers Retirement System of the State of Kentucky | 34,193 | $21.5M | 0.19% | −1,760−4.9% | Reduced |
| AMF Pensionsforsakring AB | 34,184 | $21.5M | 0.15% | +8,937+35.4% | Added |
| Nomura Holdings Inc | 34,164 | $21.5M | 0.11% | +11,534+51.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 34,050 | $21.4M | 0.29% | +2,283+7.2% | Added |
| Prudential PLC | 34,041 | $21.4M | 0.11% | −2,446−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,110 | $20.8M | 0.18% | +1,000+3.1% | Added |
| Talbot Financial, LLC | 32,989 | $20.7M | 2.47% | −442−1.3% | Reduced |
| MML Investors Services, LLC | 32,255 | $20.3M | 0.07% | +596+1.9% | Added |
| Cim, LLC | 32,103 | $20.2M | 2.87% | +71+0.2% | Added |
| State of Alaska, Department of Revenue | 31,962 | $20.1M | 0.22% | −3,742−10.5% | Reduced |
| Freestone Grove Partners LP | 31,772 | $20.0M | 0.24% | +31,772 | New |
| Sanibel Captiva Trust Company, Inc. | 31,684 | $19.9M | 0.64% | +17+0.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 31,620 | $19.9M | 0.32% | +31,620 | New |
| Bridges Investment Management Inc | 31,507 | $19.8M | 0.28% | −320−1.0% | Reduced |
| LTS One Management LP | 31,500 | $19.8M | 5.52% | +3,000+10.5% | Added |
| Lyell Wealth Management, LP | 31,234 | $19.6M | 1.76% | +501+1.6% | Added |
| Generali Asset Management SPA SGR | 30,978 | $19.5M | 0.50% | +30,978 | New |
| Schaper Benz & Wise Investment Counsel Inc | 30,954 | $19.5M | 1.56% | +87+0.3% | Added |
| Segment Wealth Management, LLC | 30,944 | $19.4M | 1.33% | +161+0.5% | Added |
| iA Global Asset Management Inc. | 30,930 | $19.4M | 0.34% | +1,674+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,676 | $19.3M | 0.04% | +1,369+4.7% | Added |
| Aptus Capital Advisors, LLC | 30,533 | $19.2M | 0.23% | +3,257+11.9% | Added |
| Cresset Asset Management, LLC | 30,433 | $19.1M | 0.09% | −39,094−56.2% | Reduced |
| Raub Brock Capital Management LP | 30,263 | $19.0M | 4.04% | +291+1.0% | Added |
| Congress Wealth Management LLC | 30,207 | $19.0M | 0.26% | +584+2.0% | Added |
| RMB Capital Management, LLC | 30,194 | $19.0M | 0.44% | −4,995−14.2% | Reduced |
| GWM Advisors LLC | 29,900 | $18.8M | 0.11% | +1,786+6.4% | Added |
| Abner Herrman & Brock LLC | 29,865 | $18.8M | 2.33% | +623+2.1% | Added |
| JustInvest LLC | 29,812 | $18.7M | 0.28% | +255+0.9% | Added |
| Lido Advisors, LLC | 29,632 | $18.6M | 0.12% | +2,662+9.9% | Added |
| Mercer Global Advisors Inc | 29,616 | $18.6M | 0.05% | −13,125−30.7% | Reduced |
| Gradient Investments LLC | 29,181 | $18.3M | 0.37% | +2,960+11.3% | Added |
| Trajan Wealth LLC | 28,653 | $18.0M | 1.00% | +3,139+12.3% | Added |
| Unio Capital LLC | 28,637 | $18.0M | 6.44% | +14,436+101.7% | Added |
| Advisor Group Holdings, Inc. | 44,059 | $17.8M | 0.04% | +14,087+47.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,498 | $17.3M | 0.06% | −270−1.0% | Reduced |
| Forte Capital LLC | 27,266 | $17.1M | 1.93% | −833−3.0% | Reduced |
| Westpac Banking Corp | 27,252 | $17.1M | 1.14% | −1,997−6.8% | Reduced |
| Ethic Inc. | 27,004 | $17.0M | 0.34% | +3,557+15.2% | Added |
| Trust Co of Vermont | 26,921 | $16.9M | 0.82% | +1,787+7.1% | Added |
| Atria Investments LLC | 26,907 | $16.9M | 0.21% | −1,306−4.6% | Reduced |