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 |
|---|---|---|---|---|---|
| Peloton Wealth Strategists | 4,399 | $2.77M | 1.12% | +738+20.2% | Added |
| BNP Paribas | 4,378 | $2.76M | 0.11% | −99−2.2% | Reduced |
| MV Capital Management, Inc. | 4,391 | $2.76M | 0.29% | +3+0.1% | Added |
| Dynasty Wealth Management, LLC | 4,359 | $2.74M | 0.05% | +371+9.3% | Added |
| Vise Technologies, Inc. | 4,356 | $2.74M | 0.23% | +1,109+34.2% | Added |
| Checchi Capital Advisers, LLC | 4,350 | $2.73M | 0.20% | +9+0.2% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.73M | 0.46% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,336 | $2.73M | 0.57% | 00.0% | Unchanged |
| Old National Bancorp | 4,327 | $2.72M | 0.06% | +7+0.2% | Added |
| Evergreen Capital Management LLC | 4,314 | $2.71M | 0.09% | −445−9.4% | Reduced |
| William Allan, LLC | 4,306 | $2.71M | 1.66% | +129+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,290 | $2.70M | 0.18% | −2,923−40.5% | Reduced |
| Freedom Day Solutions, LLC | 4,282 | $2.69M | 0.80% | +96+2.3% | Added |
| Cloverfields Capital Group, LP | 4,273 | $2.69M | 0.86% | −39−0.9% | Reduced |
| Petredis Investment Advisors LLC | 4,272 | $2.68M | 0.28% | −71−1.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,269 | $2.68M | 0.87% | −94−2.2% | Reduced |
| Spears Abacus Advisors LLC | 4,246 | $2.67M | 0.05% | +239+6.0% | Added |
| Miracle Mile Advisors, LLC | 4,239 | $2.66M | 0.05% | +311+7.9% | Added |
| STF Management LP | 4,238 | $2.66M | 1.20% | +199+4.9% | Added |
| Palisade Capital Management LLC | 4,224 | $2.66M | 0.07% | −418−9.0% | Reduced |
| Scott & Selber, Inc. | 4,212 | $2.65M | 0.80% | −105−2.4% | Reduced |
| Covenant Asset Management, LLC | 4,197 | $2.64M | 0.59% | −52−1.2% | Reduced |
| Essex Investment Management Co LLC | 4,189 | $2.63M | 0.47% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 4,180 | $2.63M | 0.44% | +1,280+44.1% | Added |
| Avestar Capital, LLC | 4,163 | $2.62M | 0.24% | +210+5.3% | Added |
| Banco Santander, S.A. | 4,144 | $2.60M | 0.03% | +204+5.2% | Added |
| MUFG Securities Americas Inc. | 4,138 | $2.60M | 0.33% | +4,138 | New |
| Central Pacific Bank - Trust Division | 4,109 | $2.58M | 0.34% | −149−3.5% | Reduced |
| Archford Capital Strategies, LLC | 4,079 | $2.56M | 0.39% | +24+0.6% | Added |
| Ninety One SA (PTY) Ltd | 4,062 | $2.55M | 0.56% | +156+4.0% | Added |
| GAMMA Investing LLC | 4,048 | $2.54M | 0.22% | +210+5.5% | Added |
| Graypoint LLC | 4,045 | $2.54M | 0.15% | +1,606+65.8% | Added |
| Dakota Wealth Management | 4,027 | $2.53M | 0.06% | −30−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,022 | $2.53M | 0.37% | −41−1.0% | Reduced |
| Unique Wealth, LLC | 4,015 | $2.52M | 0.53% | +322+8.7% | Added |
| Princeton Global Asset Management LLC | 4,006 | $2.52M | 0.47% | +3,857+2,588.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.51M | 0.57% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,999 | $2.51M | 0.05% | +1,400+53.9% | Added |
| Dohj, LLC | 3,993 | $2.51M | 0.58% | +261+7.0% | Added |
| Ritholtz Wealth Management | 3,984 | $2.50M | 0.07% | −111−2.7% | Reduced |
| IFP Advisors, Inc | 3,961 | $2.49M | 0.08% | +35+0.9% | Added |
| Kornitzer Capital Management Inc | 3,890 | $2.44M | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,885 | $2.42M | 0.13% | +156+4.2% | Added |
| Inlet Private Wealth, LLC | 3,820 | $2.40M | 0.63% | −8−0.2% | Reduced |
| Adviser Investments LLC | 3,795 | $2.39M | 0.03% | +433+12.9% | Added |
| Exchange Traded Concepts, LLC | 3,744 | $2.35M | 0.05% | −14,462−79.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 3,707 | $2.33M | 0.33% | +3,707 | New |
| Fairfield, Bush & Co. | 3,685 | $2.32M | 1.36% | +10+0.3% | Added |
| Ostrum Asset Management | 3,683 | $2.31M | 0.20% | +78+2.2% | Added |
| Ballentine Partners, LLC | 3,682 | $2.31M | 0.04% | −123−3.2% | Reduced |
| Mirabella Financial Services LLP | 3,667 | $2.30M | 0.21% | −267−6.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,645 | $2.29M | 0.25% | −4−0.1% | Reduced |
| Advent International Corp | 3,643 | $2.29M | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,632 | $2.28M | 0.11% | −180−4.7% | Reduced |
| WT Wealth Management | 3,626 | $2.28M | 0.72% | +93+2.6% | Added |
| Conway Capital Management, Inc. | 3,610 | $2.27M | 1.00% | −60−1.6% | Reduced |
| Qtron Investments LLC | 3,588 | $2.26M | 0.32% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,587 | $2.25M | 0.03% | −1,091−23.3% | Reduced |
| Willow Creek Wealth Management Inc. | 3,587 | $2.25M | 0.23% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,582 | $2.25M | 0.09% | +351+10.9% | Added |
| Summit Financial, LLC | 3,579 | $2.25M | 0.08% | +10.0% | Added |
| Frank, Rimerman Advisors LLC | 3,575 | $2.25M | 0.16% | −1,722−32.5% | Reduced |
| Generali Investments, Management Co LLC | 3,571 | $2.24M | 0.58% | +3,571 | New |
| Outfitter Financial LLC | 3,559 | $2.24M | 1.79% | −50−1.4% | Reduced |
| Brighton Jones LLC | 3,552 | $2.23M | 0.06% | +1,350+61.3% | Added |
| Smartleaf Asset Management LLC | 3,538 | $2.23M | 0.23% | +527+17.5% | Added |
| Berger Financial Group, Inc | 3,527 | $2.22M | 0.15% | −72−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,524 | $2.21M | 0.17% | −115−3.2% | Reduced |
| Landscape Capital Management, L.L.C. | 3,518 | $2.21M | 0.23% | −3,035−46.3% | Reduced |
| Clearstead Advisors, LLC | 3,514 | $2.21M | 0.03% | +62+1.8% | Added |
| Blueshift Asset Management, LLC | 3,511 | $2.21M | 0.81% | −1,088−23.7% | Reduced |
| Callan Family Office, LLC | 3,511 | $2.21M | 0.14% | +3,511 | New |
| KP Management LLC | 3,500 | $2.20M | 0.77% | −1,250−26.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,500 | $2.20M | 0.27% | 00.0% | Unchanged |
| Cache Advisors, LLC | 3,493 | $2.20M | 0.92% | +3,493 | New |
| Clean Yield Group | 3,469 | $2.18M | 0.69% | 00.0% | Unchanged |
| Account Management LLC | 3,465 | $2.18M | 2.55% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,460 | $2.17M | 0.05% | +39+1.1% | Added |
| Southern Capital Advisors, LLC | 3,459 | $2.17M | 1.20% | −165−4.6% | Reduced |
| Stock Yards Bank & Trust Co | 3,426 | $2.15M | 0.07% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 3,421 | $2.15M | 0.72% | −722−17.4% | Reduced |
| Naviter Wealth, LLC | 3,414 | $2.15M | 0.26% | +544+19.0% | Added |
| Trilogy Capital Inc. | 3,407 | $2.14M | 0.11% | +752+28.3% | Added |
| Jacobi Capital Management LLC | 3,405 | $2.14M | 0.16% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,394 | $2.13M | 0.02% | +401+13.4% | Added |
| GeoWealth Management, LLC | 3,390 | $2.13M | 0.07% | +180+5.6% | Added |
| Value Partners Investments Inc. | 3,363 | $2.11M | 1.19% | +59+1.8% | Added |
| Harbor Capital Advisors, Inc. | 3,353 | $2.11M | 0.09% | +76+2.3% | Added |
| Fullerton Fund Management Co Ltd. | 3,348 | $2.10M | 0.07% | +1,220+57.3% | Added |
| Chilton Capital Management LLC | 3,342 | $2.10M | 0.09% | −1,662−33.2% | Reduced |
| Ellis Investment Partners, LLC | 3,334 | $2.10M | 0.41% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,329 | $2.09M | 0.03% | +1,499+81.9% | Added |
| Sabal Trust CO | 3,311 | $2.08M | 0.12% | +4+0.1% | Added |
| NorthRock Partners, LLC | 3,293 | $2.07M | 0.07% | −358−9.8% | Reduced |
| Stiles Financial Services Inc | 3,274 | $2.06M | 0.75% | −28−0.8% | Reduced |
| Financial Gravity Companies, Inc. | 3,261 | $2.05M | 0.47% | +78+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,240 | $2.04M | 0.21% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,231 | $2.03M | 0.11% | −46−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,216 | $2.02M | 0.11% | +307+10.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.01M | 0.07% | +3,191 | New |