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 |
|---|---|---|---|---|---|
| Mizuho Securities USA LLC | 26,565 | $16.7M | 0.30% | +8,438+46.5% | Added |
| Montag & Caldwell, LLC | 26,513 | $16.7M | 3.56% | −2,109−7.4% | Reduced |
| Profund Advisors LLC | 26,371 | $16.6M | 0.61% | +1,818+7.4% | Added |
| Zevenbergen Capital Investments LLC | 26,211 | $16.5M | 0.34% | +1,790+7.3% | Added |
| Rockefeller Capital Management L.P. | 26,040 | $16.4M | 0.04% | +3,377+14.9% | Added |
| Kinetic Partners Management, LP | 26,000 | $16.3M | 1.08% | −36,600−58.5% | Reduced |
| Tower Research Capital LLC (TRC) | 25,835 | $16.2M | 0.32% | +16,119+165.9% | Added |
| Parallel Advisors, LLC | 25,803 | $16.2M | 0.37% | +2,429+10.4% | Added |
| Elo Mutual Pension Insurance Co | 25,579 | $16.1M | 0.34% | −978−3.7% | Reduced |
| Bryn Mawr Trust Co | 25,561 | $16.1M | 0.29% | −308−1.2% | Reduced |
| F/M Investments LLC | 25,444 | $16.0M | 0.59% | −8,951−26.0% | Reduced |
| Sienna Gestion | 25,444 | $16.0M | 1.08% | +2,137+9.2% | Added |
| Gabelli Funds LLC | 25,392 | $16.0M | 0.12% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 25,334 | $15.9M | 0.16% | +1,517+6.4% | Added |
| Overbrook Management Corp | 25,171 | $15.8M | 3.41% | +562+2.3% | Added |
| Middleton & Co Inc | 24,992 | $15.7M | 1.74% | +251+1.0% | Added |
| QRG Capital Management, Inc. | 24,829 | $15.6M | 0.16% | −11,192−31.1% | Reduced |
| Copeland Capital Management, LLC | 24,699 | $15.5M | 0.29% | −3,878−13.6% | Reduced |
| Douglas Lane & Associates, LLC | 24,666 | $15.5M | 0.22% | +12,916+109.9% | Added |
| Commerce Bank | 24,644 | $15.5M | 0.10% | −995−3.9% | Reduced |
| Sit Investment Associates Inc | 24,492 | $15.4M | 0.35% | −1,095−4.3% | Reduced |
| Prana Capital Management, LP | 24,327 | $15.3M | 0.73% | +11,166+84.8% | Added |
| Avantax Advisory Services, Inc. | 24,302 | $15.3M | 0.10% | +1,498+6.6% | Added |
| Appleton Partners Inc | 24,280 | $15.3M | 1.13% | −67−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 24,032 | $15.1M | 0.28% | +151+0.6% | Added |
| Atalanta Sosnoff Capital, LLC | 24,012 | $15.1M | 0.33% | −257−1.1% | Reduced |
| HFR Wealth Management, LLC | 23,339 | $14.7M | 3.62% | −94−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,315 | $14.7M | 0.05% | −335,519−93.5% | Reduced |
| Steel Peak Wealth Management LLC | 23,308 | $14.6M | 0.61% | −2,454−9.5% | Reduced |
| Addenda Capital Inc. | 23,247 | $14.6M | 0.52% | +6,786+41.2% | Added |
| JGP Wealth Management, LLC | 23,220 | $14.6M | 1.89% | +477+2.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 22,951 | $14.4M | 0.12% | −423−1.8% | Reduced |
| Earnest Partners LLC | 22,791 | $14.3M | 0.06% | −3,824−14.4% | Reduced |
| Railway Pension Investments Ltd | 22,700 | $14.3M | 0.19% | −1,400−5.8% | Reduced |
| Impax Asset Management Group plc | 22,392 | $14.1M | 0.06% | +144+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 22,383 | $14.1M | 0.01% | +5,074+29.3% | Added |
| Hantz Financial Services, Inc. | 22,126 | $13.9M | 0.24% | +2,055+10.2% | Added |
| First Horizon Advisors, Inc. | 21,928 | $13.8M | 0.39% | +91+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 21,811 | $13.7M | 0.81% | +21,811 | New |
| Sone Capital Management, LLC | 21,791 | $13.7M | 1.73% | +21,791 | New |
| Gulf International Bank (UK) Ltd | 21,722 | $13.7M | 0.35% | −241−1.1% | Reduced |
| Ieq Capital, LLC | 21,499 | $13.5M | 0.13% | −79−0.4% | Reduced |
| Main Street Research LLC | 21,485 | $13.5M | 0.84% | −19,965−48.2% | Reduced |
| Crossmark Global Holdings, Inc. | 21,406 | $13.5M | 0.25% | −7,231−25.3% | Reduced |
| Cary Street Partners Financial LLC | 21,311 | $13.4M | 0.44% | +21,311 | New |
| Whitford Management LLC | 21,124 | $13.3M | 3.92% | +15,870+302.1% | Added |
| Liberty Capital Management, Inc. | 21,002 | $13.2M | 2.93% | +25+0.1% | Added |
| Bamco Inc | 20,807 | $13.1M | 0.03% | −200−1.0% | Reduced |
| Northstar Asset Management Inc | 20,616 | $13.0M | 3.40% | −545−2.6% | Reduced |
| GAM Holding AG | 20,421 | $12.8M | 0.96% | +2,985+17.1% | Added |
| YHB Investment Advisors, Inc. | 20,251 | $12.7M | 1.05% | −141−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,216 | $12.7M | 0.24% | +28+0.1% | Added |
| Shell Asset Management Co | 19,559 | $12.3M | 0.54% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 19,402 | $12.2M | 1.54% | +20+0.1% | Added |
| Hancock Whitney Corp | 19,376 | $12.2M | 0.39% | +609+3.2% | Added |
| Quintet Private Bank (Europe) S.A. | 19,252 | $12.1M | 0.67% | −35,099−64.6% | Reduced |
| Kentucky Retirement Systems | 19,210 | $12.1M | 0.36% | −265−1.4% | Reduced |
| Jasper Ridge Partners, L.P. | 19,148 | $12.0M | 0.38% | +30.0% | Added |
| Cullen/Frost Bankers, Inc. | 19,066 | $12.0M | 0.16% | +529+2.9% | Added |
| Bailard, Inc. | 18,988 | $11.9M | 0.31% | +889+4.9% | Added |
| Evexia Wealth LLC | 20,517 | $11.9M | 4.02% | −67−0.3% | Reduced |
| Bessemer Group Inc | 18,808 | $11.8M | 0.02% | −244−1.3% | Reduced |
| Sara-Bay Financial | 18,743 | $11.8M | 4.38% | −131−0.7% | Reduced |
| Advisors Asset Management, Inc. | 18,593 | $11.7M | 0.22% | −1,441−7.2% | Reduced |
| Twin Tree Management, LP | 18,433 | $11.6M | 0.28% | +14,282+344.1% | Added |
| Artemis Investment Management LLP | 18,373 | $11.5M | 0.16% | −1,713−8.5% | Reduced |
| Patten & Patten Inc | 18,228 | $11.5M | 0.76% | −804−4.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,107 | $11.4M | 0.70% | −73−0.4% | Reduced |
| Financial Counselors Inc | 17,885 | $11.2M | 0.16% | +248+1.4% | Added |
| Peapack Gladstone Financial Corp | 17,849 | $11.2M | 0.16% | +23+0.1% | Added |
| Huntington National Bank | 17,739 | $11.1M | 0.08% | −74−0.4% | Reduced |
| Azimuth Capital Investment Management LLC | 17,528 | $11.0M | 0.43% | +669+4.0% | Added |
| Allianz SE | 17,343 | $10.9M | 0.28% | +336+2.0% | Added |
| CWM, LLC | 17,338 | $10.9M | 0.05% | +428+2.5% | Added |
| Hartford Investment Management Co | 17,326 | $10.9M | 0.36% | −268−1.5% | Reduced |
| Trillium Asset Management, LLC | 17,183 | $10.8M | 0.28% | +15,733+1,085.0% | Added |
| Pinnacle Financial Partners Inc | 17,166 | $10.8M | 0.22% | +515+3.1% | Added |
| Alberta Investment Management Corp | 17,115 | $10.8M | 0.07% | +17,115 | New |
| Evelyn Partners Investment Management LLP | 17,113 | $10.8M | 0.35% | +17,113 | New |
| Barlow Wealth Partners, Inc. | 17,305 | $10.8M | 1.36% | +517+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,036 | $10.7M | 0.13% | +5,135+43.1% | Added |
| Sycomore Asset Management | 16,846 | $10.7M | 1.54% | +4,687+38.5% | Added |
| Allspring Global Investments Holdings, LLC | 17,204 | $10.7M | 0.02% | −1,898−9.9% | Reduced |
| Bokf, NA | 17,029 | $10.6M | 0.18% | −409−2.3% | Reduced |
| Tiaa Trust, National Association | 16,847 | $10.6M | 0.03% | −937−5.3% | Reduced |
| GHP Investment Advisors, Inc. | 16,815 | $10.6M | 0.49% | −163−1.0% | Reduced |
| Waratah Capital Advisors Ltd. | 16,794 | $10.6M | 0.59% | +16,794 | New |
| Toroso Investments, LLC | 16,789 | $10.6M | 0.09% | +2,434+17.0% | Added |
| TownSquare Capital, LLC | 16,621 | $10.4M | 0.12% | +1,621+10.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,525 | $10.4M | 0.29% | −4,150−20.1% | Reduced |
| Sanctuary Advisors, LLC | 17,133 | $10.4M | 0.07% | −1,621−8.6% | Reduced |
| Harvest Fund Management Co., Ltd | 16,474 | $10.4M | 0.48% | +3,597+27.9% | Added |
| Norinchukin Bank, The | 16,464 | $10.3M | 0.22% | +1,852+12.7% | Added |
| Illinois Municipal Retirement Fund | 16,325 | $10.3M | 0.15% | −8,460−34.1% | Reduced |
| Arcadia Investment Management Corp | 16,190 | $10.2M | 1.63% | −15−0.1% | Reduced |
| XXEC, Inc. | 15,999 | $10.1M | 8.34% | −1,007−5.9% | Reduced |
| Sheets Smith Wealth Management | 15,947 | $10.0M | 1.22% | −25−0.2% | Reduced |
| Davenport & Co LLC | 15,780 | $9.92M | 0.06% | −242−1.5% | Reduced |
| Apriem Advisors | 15,778 | $9.92M | 1.14% | −360−2.2% | Reduced |
| Motco | 15,773 | $9.91M | 1.02% | −127−0.8% | Reduced |