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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 6,731 | $4.23M | 0.23% | −836−11.0% | Reduced |
| PEAK6 LLC | 6,670 | $4.19M | 0.16% | +6,670 | New |
| Legacy Advisors, LLC | 6,669 | $4.19M | 0.41% | +336+5.3% | Added |
| Groupama Asset Managment | 6,557 | $4.13M | 0.08% | −960−12.8% | Reduced |
| HB Wealth Management, LLC | 6,550 | $4.12M | 0.04% | +299+4.8% | Added |
| Monograph Wealth Advisors, LLC | 6,544 | $4.11M | 0.54% | +30+0.5% | Added |
| Strategic Planning Group, LLC | 6,485 | $4.08M | 0.75% | +219+3.5% | Added |
| Reuter James Wealth Management, LLC | 6,479 | $4.07M | 0.75% | −100−1.5% | Reduced |
| Alps Advisors Inc | 6,456 | $4.06M | 0.03% | +202+3.2% | Added |
| Crestline Management, LP | 6,448 | $4.05M | 0.14% | +1,488+30.0% | Added |
| Mission Creek Capital Partners, Inc. | 6,433 | $4.04M | 0.88% | +49+0.8% | Added |
| LGT Fund Management Co Ltd. | 6,337 | $3.98M | 0.35% | +997+18.7% | Added |
| Chiron Investment Management, LLC | 6,267 | $3.94M | 1.31% | +6,267 | New |
| Logan Capital Management Inc | 6,245 | $3.92M | 0.16% | −666−9.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,241 | $3.92M | 0.04% | +804+14.8% | Added |
| Hilltop Holdings Inc. | 6,175 | $3.88M | 0.25% | +640+11.6% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.87M | 0.46% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 6,149 | $3.86M | 0.84% | +101+1.7% | Added |
| Pamalican Asset Management Ltd | 6,100 | $3.83M | 1.69% | +6,100 | New |
| Karani Asset Management LLC | 6,042 | $3.80M | 3.54% | +6,042 | New |
| Meeder Advisory Services, Inc. | 6,004 | $3.77M | 0.24% | −47−0.8% | Reduced |
| Summerhill Capital Management lnc. | 5,980 | $3.76M | 2.80% | +127+2.2% | Added |
| AE Wealth Management LLC | 5,979 | $3.76M | 0.03% | −2,124−26.2% | Reduced |
| AXS Investments LLC | 5,968 | $3.75M | 1.04% | −26−0.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,943 | $3.74M | 0.35% | +1,392+30.6% | Added |
| Weil Company, Inc. | 5,898 | $3.71M | 1.28% | +149+2.6% | Added |
| Central Trust Co | 5,881 | $3.70M | 0.09% | −513−8.0% | Reduced |
| Diversify Wealth Management, LLC | 5,929 | $3.70M | 0.29% | +3,001+102.5% | Added |
| Cohen Investment Advisors LLC | 5,869 | $3.69M | 2.22% | +79+1.4% | Added |
| Resources Investment Advisors, LLC. | 5,868 | $3.69M | 0.04% | −1,394−19.2% | Reduced |
| Americana Partners, LLC | 5,840 | $3.67M | 0.15% | +334+6.1% | Added |
| Roundview Capital LLC | 5,819 | $3.66M | 0.26% | +1,278+28.1% | Added |
| Ashton Thomas Private Wealth, LLC | 5,765 | $3.62M | 0.14% | −133−2.3% | Reduced |
| S&CO Inc | 5,749 | $3.61M | 0.25% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 5,718 | $3.59M | 0.09% | +99+1.8% | Added |
| Gamco Investors, Inc. Et Al | 5,675 | $3.57M | 0.04% | −95−1.6% | Reduced |
| Mitchell Capital Management Co | 5,652 | $3.55M | 0.62% | −289−4.9% | Reduced |
| Farther Finance Advisors, LLC | 5,650 | $3.55M | 0.13% | +278+5.2% | Added |
| Roberts Wealth Advisors, LLC | 5,692 | $3.54M | 1.07% | −24−0.4% | Reduced |
| Martin Capital Advisors, LLP | 5,611 | $3.53M | 2.27% | +125+2.3% | Added |
| Signaturefd, LLC | 5,608 | $3.52M | 0.07% | −332−5.6% | Reduced |
| City Holding Co | 5,573 | $3.50M | 0.50% | −1,417−20.3% | Reduced |
| Scharf Investments, LLC | 5,570 | $3.50M | 0.10% | +326+6.2% | Added |
| RVW Wealth, LLC | 5,560 | $3.49M | 0.33% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,507 | $3.46M | 0.13% | −282−4.9% | Reduced |
| Equitable Trust Co | 5,492 | $3.45M | 0.19% | −126−2.2% | Reduced |
| First Bank & Trust | 5,479 | $3.44M | 0.66% | +82+1.5% | Added |
| Thoroughbred Financial Services, LLC | 5,479 | $3.44M | 0.21% | −123−2.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,415 | $3.40M | 0.07% | −2,952−35.3% | Reduced |
| Artisan Partners Limited Partnership | 5,393 | $3.39M | 0.01% | −900,040−99.4% | Reduced |
| Brasada Capital Management, LP | 5,511 | $3.38M | 0.60% | +261+5.0% | Added |
| Davidson Capital Management Inc. | 5,371 | $3.38M | 0.89% | +227+4.4% | Added |
| Voleon Capital Management LP | 5,371 | $3.38M | 0.25% | +5,371 | New |
| Spire Wealth Management | 5,333 | $3.35M | 0.10% | +795+17.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,300 | $3.33M | 0.34% | +5,300 | New |
| S.A. Mason LLC | 5,282 | $3.32M | 1.74% | −105−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 5,262 | $3.32M | 0.16% | +252+5.0% | Added |
| Oak Harvest Investment Services | 5,199 | $3.27M | 0.46% | +5,199 | New |
| Baer Investment Advisory LLC | 4,843 | $3.26M | 4.88% | +4,843 | New |
| Vestcor Inc | 5,169 | $3.25M | 0.11% | −213−4.0% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $3.25M | 1.33% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 5,301 | $3.22M | 0.08% | +5,301 | New |
| Brown Brothers Harriman & Co | 5,119 | $3.22M | 0.02% | +120+2.4% | Added |
| Gluskin Sheff & Assoc Inc | 5,042 | $3.17M | 0.38% | −730−12.6% | Reduced |
| Compass Wealth Management LLC | 5,035 | $3.16M | 0.76% | −193−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 5,033 | $3.16M | 0.15% | +216+4.5% | Added |
| Concurrent Investment Advisors, LLC | 5,023 | $3.16M | 0.09% | −222−4.2% | Reduced |
| Viking Fund Management LLC | 5,000 | $3.14M | 0.49% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 5,310 | $3.14M | 1.91% | +5,310 | New |
| Decatur Capital Management, Inc. | 4,983 | $3.13M | 1.43% | −74−1.5% | Reduced |
| Scotia Capital Inc. | 4,963 | $3.12M | 0.02% | +256+5.4% | Added |
| Katamaran Capital LLP | 4,963 | $3.12M | 4.17% | +4,963 | New |
| Fairbanks Capital Management, Inc. | 4,923 | $3.09M | 1.93% | −450−8.4% | Reduced |
| Eisler Capital Management Ltd. | 4,927 | $3.07M | 0.10% | +4,927 | New |
| Phoenix Holdings Ltd. | 4,851 | $3.05M | 0.04% | −5,227−51.9% | Reduced |
| Sciencast Management LP | 4,842 | $3.04M | 0.83% | +2,197+83.1% | Added |
| Beacon Pointe Advisors, LLC | 4,827 | $3.03M | 0.03% | −1,461−23.2% | Reduced |
| Nebula Research & Development LLC | 4,818 | $3.03M | 0.36% | +4,818 | New |
| Kirtland Hills Capital Management, LLC | 4,809 | $3.02M | 1.93% | +74+1.6% | Added |
| Boit C F David | 4,800 | $3.02M | 1.52% | 00.0% | Unchanged |
| Ossiam | 4,794 | $3.01M | 0.05% | −40,773−89.5% | Reduced |
| Harrington Investments, INC | 4,785 | $3.01M | 1.65% | +148+3.2% | Added |
| Guardian Partners Inc. | 4,730 | $2.96M | 0.30% | +4,730 | New |
| Aigen Investment Management, LP | 4,706 | $2.96M | 0.52% | +4,706 | New |
| Intech Investment Management LLC | 4,689 | $2.95M | 0.03% | −264−5.3% | Reduced |
| Burling Wealth Partners, LLC | 4,683 | $2.94M | 0.60% | +4,683 | New |
| Herold Advisors, Inc. | 4,652 | $2.92M | 0.64% | −242−4.9% | Reduced |
| Perigon Wealth Management, LLC | 4,793 | $2.91M | 0.07% | +162+3.5% | Added |
| Illumine Investment Management, LLC | 4,613 | $2.90M | 2.39% | +4,613 | New |
| Biltmore Family Office, LLC | 4,609 | $2.90M | 0.49% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,606 | $2.89M | 0.09% | −107−2.3% | Reduced |
| Sanders Morris Harris LLC | 4,576 | $2.88M | 0.43% | 00.0% | Unchanged |
| Melqart Asset Management (UK) Ltd | 4,548 | $2.86M | 0.38% | +4,548 | New |
| Independent Solutions Wealth Management, LLC | 4,523 | $2.84M | 0.62% | −120−2.6% | Reduced |
| Harfst & Associates, Inc. | 4,475 | $2.81M | 0.59% | +34+0.8% | Added |
| Guardian Capital LP | 4,470 | $2.81M | 0.10% | 00.0% | Unchanged |
| Ted Buchan & Co | 4,456 | $2.80M | 1.32% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,421 | $2.78M | 0.03% | +526+13.5% | Added |
| EFG Asset Management (North America) Corp. | 4,413 | $2.77M | 0.38% | −1,839−29.4% | Reduced |
| Welch & Forbes LLC | 4,414 | $2.77M | 0.04% | +6+0.1% | Added |