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 |
|---|---|---|---|---|---|
| Bey-Douglas LLC | 9,789 | $6.15M | 5.30% | −55−0.6% | Reduced |
| D.A. Davidson & Co. | 9,787 | $6.15M | 0.05% | +184+1.9% | Added |
| First Nebraska Trust Co | 9,768 | $6.14M | 0.59% | +70+0.7% | Added |
| Bouvel Investment Partners, LLC | 9,746 | $6.13M | 2.21% | +63+0.7% | Added |
| Campbell Capital Management Inc | 9,731 | $6.12M | 2.39% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 9,708 | $6.10M | 0.25% | +9,708 | New |
| BDF-Gestion | 9,689 | $6.09M | 0.63% | −1,260−11.5% | Reduced |
| Horizon Investments, LLC | 9,624 | $6.04M | 0.17% | +2,789+40.8% | Added |
| Chicago Partners Investment Group LLC | 9,607 | $6.01M | 0.20% | +5,780+151.0% | Added |
| Conning Inc. | 9,544 | $6.00M | 0.21% | +185+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,535 | $5.99M | 0.32% | −1,050−9.9% | Reduced |
| Eventide Asset Management, LLC | 9,519 | $5.99M | 0.11% | +3,548+59.4% | Added |
| Everest Management Corp. | 9,519 | $5.98M | 5.27% | +9,519 | New |
| Empirical Finance, LLC | 9,501 | $5.97M | 0.35% | −103−1.1% | Reduced |
| Vinva Investment Management Ltd | 9,436 | $5.95M | 0.23% | −2,305−19.6% | Reduced |
| Uhlmann Price Securities, LLC | 9,386 | $5.90M | 4.45% | −427−4.4% | Reduced |
| M. Kulyk & Associates, LLC | 9,349 | $5.88M | 1.27% | −588−5.9% | Reduced |
| Iyo Bank, Ltd. | 9,303 | $5.85M | 2.00% | +1,120+13.7% | Added |
| Snowden Capital Advisors LLC | 9,302 | $5.85M | 0.18% | +93+1.0% | Added |
| Knights of Columbus Asset Advisors LLC | 9,245 | $5.81M | 0.38% | −90−1.0% | Reduced |
| Greenleaf Trust | 9,223 | $5.80M | 0.05% | +72+0.8% | Added |
| Dynamic Advisor Solutions LLC | 9,219 | $5.79M | 0.25% | −239−2.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,190 | $5.78M | 0.52% | −308−3.2% | Reduced |
| Stansberry Asset Management, LLC | 9,174 | $5.77M | 0.75% | +381+4.3% | Added |
| L & S Advisors Inc | 9,137 | $5.74M | 0.63% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,128 | $5.74M | 0.84% | −12,160−57.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,091 | $5.71M | 0.08% | +114+1.3% | Added |
| Ellsworth Advisors, LLC | 9,078 | $5.71M | 1.50% | −134−1.5% | Reduced |
| Wetherby Asset Management Inc | 9,055 | $5.69M | 0.27% | −531−5.5% | Reduced |
| Peregrine Investment Management Inc | 9,040 | $5.68M | 3.30% | +9,040 | New |
| Insight Holdings Group, LLC | 9,000 | $5.66M | 0.37% | +9,000 | New |
| Private Advisor Group, LLC | 8,998 | $5.65M | 0.03% | +581+6.9% | Added |
| Warren Averett Asset Management, LLC | 8,988 | $5.65M | 0.09% | +3,249+56.6% | Added |
| Boston Financial Mangement LLC | 8,977 | $5.64M | 0.17% | −17−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,899 | $5.59M | 0.12% | +40+0.5% | Added |
| First Western Trust Bank | 8,801 | $5.53M | 0.26% | −357−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 8,726 | $5.48M | 0.14% | −2,760−24.0% | Reduced |
| Sumitomo Life Insurance Co | 8,719 | $5.48M | 0.10% | −117−1.3% | Reduced |
| Harbour Capital Advisors, LLC | 8,681 | $5.47M | 1.22% | −57−0.7% | Reduced |
| Wolverine Trading, LLC | 8,647 | $5.45M | 0.12% | +6,971+415.9% | Added |
| Wambolt & Associates, LLC | 8,665 | $5.45M | 1.74% | −1,017−10.5% | Reduced |
| CAPROCK Group, Inc. | 8,634 | $5.43M | 0.18% | +1,568+22.2% | Added |
| Madison Asset Management, LLC | 8,539 | $5.37M | 0.06% | −174−2.0% | Reduced |
| Madison Investment Advisors, LLC | 8,539 | $5.37M | 0.06% | +8,539 | New |
| Denali Advisors LLC | 8,473 | $5.33M | 0.56% | −19−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,461 | $5.32M | 0.24% | +1,565+22.7% | Added |
| Letson Investment Management, Inc. | 8,427 | $5.30M | 2.14% | +169+2.0% | Added |
| First Foundation Advisors | 8,385 | $5.27M | 0.20% | +609+7.8% | Added |
| Duncker Streett & Co Inc | 8,357 | $5.25M | 0.98% | −955−10.3% | Reduced |
| Allstate Corp | 8,316 | $5.23M | 0.15% | +8,316 | New |
| Cinctive Capital Management LP | 8,289 | $5.21M | 0.28% | +6,901+497.2% | Added |
| Beacon Investment Advisors LLC | 8,232 | $5.17M | 2.43% | +59+0.7% | Added |
| EP Wealth Advisors, LLC | 8,193 | $5.15M | 0.04% | −1,794−18.0% | Reduced |
| Canal Capital Management, LLC | 8,183 | $5.14M | 0.83% | +189+2.4% | Added |
| FourThought Financial Partners, LLC | 8,181 | $5.14M | 0.53% | −112−1.4% | Reduced |
| TD Private Client Wealth LLC | 8,176 | $5.14M | 0.14% | −138−1.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 8,165 | $5.13M | 0.15% | −3,387−29.3% | Reduced |
| Vanderbilt University | 8,145 | $5.12M | 1.00% | +345+4.4% | Added |
| ABN AMRO Bank N.V. | 8,223 | $5.12M | 0.07% | +1,866+29.4% | Added |
| Zions Bancorporation, N.A. | 8,099 | $5.09M | 0.32% | +2,338+40.6% | Added |
| Silvercrest Asset Management Group LLC | 8,079 | $5.08M | 0.03% | +352+4.6% | Added |
| Coldstream Capital Management Inc | 8,053 | $5.06M | 0.11% | +469+6.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,038 | $5.05M | 0.18% | +195+2.5% | Added |
| Silphium Asset Management Ltd | 8,009 | $5.03M | 1.83% | +1,234+18.2% | Added |
| Transamerica Financial Advisors, Inc. | 7,869 | $4.95M | 0.49% | −214−2.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,807 | $4.91M | 3.17% | −153−1.9% | Reduced |
| Watchman Group, Inc. | 7,804 | $4.90M | 1.29% | −305−3.8% | Reduced |
| Papp L Roy & Associates | 7,802 | $4.90M | 0.57% | +37+0.5% | Added |
| Redmond Asset Management, LLC | 7,779 | $4.89M | 1.22% | +715+10.1% | Added |
| Sendero Wealth Management, LLC | 7,735 | $4.86M | 0.72% | −620−7.4% | Reduced |
| Rench Wealth Management, Inc. | 7,699 | $4.84M | 1.65% | −294−3.7% | Reduced |
| V-Square Quantitative Management LLC | 7,671 | $4.82M | 0.68% | +501+7.0% | Added |
| Sand Hill Global Advisors, LLC | 7,665 | $4.82M | 0.20% | +6,655+658.9% | Added |
| First Hawaiian Bank | 7,645 | $4.80M | 0.16% | +347+4.8% | Added |
| Howard Capital Management Inc. | 7,610 | $4.78M | 0.07% | +230+3.1% | Added |
| Fiduciary Trust Co | 7,538 | $4.74M | 0.06% | +54+0.7% | Added |
| Legal Advantage Investments, Inc. | 7,466 | $4.69M | 2.48% | −87−1.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,409 | $4.66M | 0.16% | +1,308+21.4% | Added |
| Kestra Private Wealth Services, LLC | 7,409 | $4.66M | 0.08% | +2,858+62.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,362 | $4.63M | 0.59% | +426+6.1% | Added |
| Magnetar Financial LLC | 7,350 | $4.62M | 0.11% | −2,290−23.8% | Reduced |
| Dividend Assets Capital, LLC | 7,333 | $4.61M | 0.89% | +1,397+23.5% | Added |
| Everence Capital Management Inc | 7,310 | $4.59M | 0.30% | −1,240−14.5% | Reduced |
| Empower Advisory Group, LLC | 7,244 | $4.55M | 0.02% | −458−5.9% | Reduced |
| Principal Securities, Inc. | 7,235 | $4.55M | 0.10% | +347+5.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,228 | $4.54M | 0.33% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 7,228 | $4.54M | 2.13% | +47+0.7% | Added |
| Stonegate Investment Group, LLC | 7,167 | $4.50M | 0.12% | −2,749−27.7% | Reduced |
| Liberty One Investment Management, LLC | 7,165 | $4.50M | 0.49% | +436+6.5% | Added |
| Clark Capital Management Group, Inc. | 7,122 | $4.48M | 0.03% | +1,028+16.9% | Added |
| Empowered Funds, LLC | 7,021 | $4.41M | 0.06% | +1,465+26.4% | Added |
| BOK Financial Private Wealth, Inc. | 6,964 | $4.38M | 0.32% | −416−5.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 6,950 | $4.37M | 0.08% | +340+5.1% | Added |
| Diversified Trust Co | 6,912 | $4.34M | 0.11% | +1,549+28.9% | Added |
| Aubrey Capital Management Ltd | 8,300 | $4.33M | 1.64% | +200+2.5% | Added |
| Cyndeo Wealth Partners, LLC | 6,862 | $4.31M | 0.29% | +244+3.7% | Added |
| Cypress Capital Group | 6,859 | $4.31M | 0.53% | −282−3.9% | Reduced |
| Scholtz & Company, LLC | 6,823 | $4.29M | 2.05% | −60−0.9% | Reduced |
| Evoke Wealth, LLC | 6,754 | $4.24M | 0.12% | +117+1.8% | Added |
| Stokes Capital Advisors, LLC | 6,751 | $4.24M | 1.10% | +579+9.4% | Added |