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 |
|---|---|---|---|---|---|
| Evelyn Partners Asset Management Ltd | 15,761 | $9.91M | 2.67% | +15,761 | New |
| Metis Global Partners, LLC | 15,554 | $9.78M | 0.29% | +208+1.4% | Added |
| Glenmede Trust Co NA | 15,553 | $9.78M | 0.05% | −94−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,539 | $9.77M | 0.24% | +630+4.2% | Added |
| Headinvest, LLC | 15,502 | $9.74M | 1.84% | −530−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,478 | $9.73M | 0.09% | +136+0.9% | Added |
| Ithaka Group LLC | 15,406 | $9.68M | 1.78% | −666−4.1% | Reduced |
| First Long Island Investors, LLC | 15,304 | $9.62M | 0.76% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,136 | $9.51M | 0.09% | +1,607+11.9% | Added |
| Securian Asset Management, Inc | 15,091 | $9.48M | 0.28% | −359−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 15,056 | $9.46M | 0.15% | −299−1.9% | Reduced |
| L1 Capital International Pty Ltd | 15,036 | $9.45M | 2.90% | +3,728+33.0% | Added |
| MAI Capital Management | 15,031 | $9.45M | 0.07% | +2,274+17.8% | Added |
| Jefferies Financial Group Inc. | 14,913 | $9.37M | 0.10% | −31,747−68.0% | Reduced |
| American National Bank | 14,870 | $9.35M | 1.04% | +2,802+23.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,865 | $9.34M | 0.03% | +366+2.5% | Added |
| Maryland State Retirement & Pension System | 14,786 | $9.29M | 0.20% | −963−6.1% | Reduced |
| Oak Ridge Investments LLC | 14,746 | $9.27M | 0.73% | −803−5.2% | Reduced |
| CWA Asset Management Group, LLC | 14,478 | $9.10M | 0.46% | −391−2.6% | Reduced |
| Thrivent Financial for Lutherans | 14,350 | $9.10M | 0.02% | −383−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,415 | $9.06M | 0.17% | −42−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 14,179 | $8.91M | 0.17% | +451+3.3% | Added |
| Elk River Wealth Management, LLC | 14,176 | $8.91M | 1.61% | +8+0.1% | Added |
| Citizens Financial Group Inc | 14,112 | $8.87M | 0.17% | +689+5.1% | Added |
| Buck Wealth Strategies, LLC | 14,036 | $8.82M | 1.83% | +3,035+27.6% | Added |
| Los Angeles Capital Management LLC | 14,033 | $8.82M | 0.04% | −15,607−52.7% | Reduced |
| Flputnam Investment Management Co | 13,994 | $8.80M | 0.16% | −986−6.6% | Reduced |
| Groupe la Francaise | 13,695 | $8.79M | 0.23% | +13,695 | New |
| Manchester Global Management (UK) Ltd | 13,926 | $8.75M | 1.15% | −7,500−35.0% | Reduced |
| Cyrus J. Lawrence, LLC | 13,859 | $8.71M | 1.68% | −30−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,656 | $8.58M | 0.88% | +306+2.3% | Added |
| American Money Management, LLC | 13,525 | $8.50M | 1.66% | −160−1.2% | Reduced |
| Central Bank & Trust Co | 13,488 | $8.48M | 1.28% | −1,613−10.7% | Reduced |
| Montag A & Associates Inc | 13,435 | $8.44M | 0.40% | −2,035−13.2% | Reduced |
| Jacobs & Co | 13,348 | $8.39M | 0.85% | +359+2.8% | Added |
| Motley Fool Asset Management LLC | 13,293 | $8.35M | 0.44% | +2,013+17.8% | Added |
| Advisory Services Network, LLC | 13,284 | $8.35M | 0.16% | +1,076+8.8% | Added |
| New Mexico Educational Retirement Board | 13,278 | $8.35M | 0.28% | −400−2.9% | Reduced |
| Pitcairn Co | 13,223 | $8.31M | 0.49% | −1,928−12.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,105 | $8.24M | 0.53% | +2,136+19.5% | Added |
| Carmignac Gestion | 13,085 | $8.23M | 0.13% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 13,049 | $8.20M | 0.76% | −292−2.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 13,019 | $8.18M | 1.43% | +13,019 | New |
| Fulcrum Capital LLC | 12,944 | $8.14M | 1.70% | +138+1.1% | Added |
| TrimTabs Asset Management, LLC | 12,721 | $8.00M | 1.05% | +3,968+45.3% | Added |
| Raiffeisen Bank International AG | 12,597 | $7.94M | 0.12% | +12,597 | New |
| Strategic Wealth Partners, Ltd. | 13,491 | $7.88M | 0.65% | +2,815+26.4% | Added |
| Jones Financial Companies LLLP | 12,528 | $7.87M | 0.01% | +5,084+68.3% | Added |
| Cornerstone Advisors, LLC | 12,500 | $7.86M | 0.31% | −1,600−11.3% | Reduced |
| Bright Rock Capital Management, LLC | 12,500 | $7.86M | 1.68% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 12,500 | $7.86M | 2.93% | +12,500 | New |
| Eagle Capital Management, LLC | 12,489 | $7.85M | 3.17% | +26+0.2% | Added |
| Anderson Hoagland & Co | 12,985 | $7.84M | 0.81% | −55−0.4% | Reduced |
| Omers Administration Corp | 12,473 | $7.84M | 0.07% | +1,075+9.4% | Added |
| Apollon Wealth Management, LLC | 12,452 | $7.83M | 0.18% | +1,589+14.6% | Added |
| TD Waterhouse Canada Inc. | 12,367 | $7.77M | 0.06% | −932−7.0% | Reduced |
| Park Avenue Securities LLC | 12,273 | $7.71M | 0.08% | +4,873+65.9% | Added |
| Boston Private Wealth LLC | 12,164 | $7.65M | 0.14% | +12,164 | New |
| Mission Wealth Management, LP | 12,117 | $7.62M | 0.18% | −165−1.3% | Reduced |
| Amica Mutual Insurance Co | 12,001 | $7.54M | 0.77% | −3,221−21.2% | Reduced |
| Entropy Technologies, LP | 12,001 | $7.54M | 0.78% | +9,522+384.1% | Added |
| Marietta Wealth Management, LLC | 11,957 | $7.51M | 1.08% | +263+2.2% | Added |
| Stephens Inc | 11,924 | $7.49M | 0.11% | −232−1.9% | Reduced |
| 2Xideas AG | 11,910 | $7.49M | 1.00% | +222+1.9% | Added |
| Ameritas Investment Partners, Inc. | 11,662 | $7.33M | 0.24% | +394+3.5% | Added |
| Compagnie Lombard Odier SCmA | 11,597 | $7.29M | 0.11% | −8,741−43.0% | Reduced |
| Strategic Wealth Designers | 190,601 | $7.28M | 0.47% | +190,601 | New |
| Kinneret Advisory, LLC | 11,536 | $7.25M | 0.68% | −537−4.4% | Reduced |
| E Fund Management Co., Ltd. | 11,481 | $7.22M | 0.36% | +3,393+42.0% | Added |
| Verition Fund Management LLC | 11,439 | $7.19M | 0.04% | +811+7.6% | Added |
| Stonebridge Capital Management Inc | 11,385 | $7.16M | 2.93% | −25−0.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 11,305 | $7.11M | 1.38% | −230−2.0% | Reduced |
| Dnca Finance | 11,100 | $6.98M | 0.54% | −3,300−22.9% | Reduced |
| AdvisorShares Investments LLC | 11,095 | $6.97M | 1.35% | +1,582+16.6% | Added |
| Thematics Asset Management | 10,910 | $6.86M | 0.30% | −568−4.9% | Reduced |
| Oppenheimer & Co Inc | 10,903 | $6.85M | 0.10% | +68+0.6% | Added |
| Howe & Rusling Inc | 10,867 | $6.83M | 0.59% | +10+0.1% | Added |
| HM Payson & Co | 10,861 | $6.83M | 0.12% | +53+0.5% | Added |
| Guinness Atkinson Asset Management Inc | 10,859 | $6.82M | 3.48% | −753−6.5% | Reduced |
| Donaldson Capital Management, LLC | 10,779 | $6.77M | 0.26% | +169+1.6% | Added |
| RSM US Wealth Management LLC | 10,702 | $6.74M | 0.10% | +1,233+13.0% | Added |
| Twin Capital Management Inc | 10,679 | $6.71M | 0.73% | +40+0.4% | Added |
| Plato Investment Management Ltd | 10,598 | $6.69M | 0.49% | +841+8.6% | Added |
| Lindbrook Capital, LLC | 10,613 | $6.67M | 0.60% | −109−1.0% | Reduced |
| NewEdge Wealth, LLC | 10,493 | $6.59M | 0.11% | −277−2.6% | Reduced |
| Carderock Capital Management Inc | 10,395 | $6.53M | 1.64% | −540−4.9% | Reduced |
| Two Point Capital Management, Inc. | 10,700 | $6.52M | 2.33% | −19−0.2% | Reduced |
| Maplelane Capital, LLC | 10,308 | $6.48M | 0.70% | −4,192−28.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,232 | $6.43M | 0.03% | −4,947−32.6% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.41M | 0.67% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,196 | $6.41M | 0.08% | +1,665+19.5% | Added |
| Kestra Advisory Services, LLC | 10,177 | $6.40M | 0.03% | −375−3.6% | Reduced |
| Change Path, LLC | 10,166 | $6.39M | 0.20% | +847+9.1% | Added |
| Trust Co of Virginia | 10,147 | $6.38M | 0.59% | −35−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.56% | 00.0% | Unchanged |
| Alight Capital Management LP | 10,000 | $6.29M | 2.12% | +10,000 | New |
| Prime Capital Investment Advisors, LLC | 9,884 | $6.21M | 0.09% | +354+3.7% | Added |
| APG Asset Management US Inc. | 9,828 | $6.18M | 0.05% | +1,313+15.4% | Added |
| Synovus Financial Corp | 9,819 | $6.17M | 0.08% | +2,324+31.0% | Added |
| Altrafin AG | 9,814 | $6.17M | 2.14% | +151+1.6% | Added |