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Disclosery

INTU INTUIT

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COM (common), issuer CIK 896878

2,022 managers (2,066 13F filers) reported a position in INTU shares at 2024-12-31, 234,577,303 shares in all. 98 filers opened a position and 129 filers sold out during the quarter.

Managers
2,022
13F filers
2,066
New
98
Added
804
Reduced
719
Sold out
129
Shares held by filers
234,577,303

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Crestwood Advisors Group, LLC2,043$1.28M0.02%+38013F-HRTimeline
PITTENGER & ANDERSON INC2,028$1.27M0.05%-1,71313F-HRTimeline
Crew Capital Management, Ltd2,027$1.27M1.06%+25213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,019$1.27M0.56%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,018$1.27M0.21%+2213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding2,012$1.26M+33Timeline
FLAGSHIP HARBOR ADVISORS, LLC2,007$1.26M0.07%+7313F-HRTimeline
MGO ONE SEVEN LLC1,998$1.26M0.05%-15113F-HRTimeline
Arkadios Wealth Advisors1,998$1.26M0.07%+5513F-HRTimeline
WEDBUSH SECURITIES INC1,996$1.25M0.04%-8313F-HRTimeline
Bank Pictet & Cie (Europe) AG1,992$1.25M0.03%+24813F-HR/ATimeline
Cooper Financial Group1,992$1.25M0.15%+17213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,989$1.25M0.02%-90113F-HRTimelineGroup
Smith Salley Wealth Management1,978$1.24M0.08%+13513F-HRTimeline
Hara Capital LLC1,967$1.24M0.78%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB1,965$1.24M0.03%-5,82913F-HRTimeline
Nelson Capital Management, LLC1,965$1.24M0.2%013F-HRTimeline
Accurate Wealth Management, LLC1,977$1.23M0.24%+47413F-HRTimeline
NIXON PEABODY TRUST CO1,954$1.23M0.1%+6713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,940$1.22M0.31%-1,38713F-HRTimeline
CVFG LLC1,939$1.22M1.11%13F-HRTimeline
BayBridge Capital Group, LLC1,938$1.22M0.88%+6313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,932$1.21M0.02%-8813F-HRTimelineGroup
Waldron Private Wealth LLC1,930$1.21M0.05%+3613F-HRTimeline
Keel Point, LLC1,926$1.21M0.1%+38413F-HRTimeline
Thrive Wealth Management, LLC1,925$1.21M0.22%-6713F-HRTimeline
Premier Path Wealth Partners, LLC1,922$1.21M0.18%-5913F-HRTimeline
Schear Investment Advisers, LLC1,917$1.2M0.64%+15113F-HRTimeline
Greykasell Wealth Strategies, Inc.1,906$1.2M0.67%13F-HRTimeline
United Asset Strategies, Inc.1,906$1.2M0.11%+11313F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,900$1.19M0.31%+2013F-HRTimeline
Barbara Oil Co.1,900$1.19M0.49%013F-HRTimeline
OARSMAN CAPITAL, INC.1,887$1.19M0.21%-3913F-HRTimeline
Ramirez Asset Management, Inc.1,880$1.18M0.24%013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,865$1.17M0.07%+20213F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,865$1.17M0.33%-70013F-HRTimeline
MJP ASSOCIATES INC /ADV1,863$1.17M0.21%+8213F-HRTimeline
Ellevest, Inc.1,855$1.17M0.07%-6513F-HRTimeline
Accretive Wealth Partners, LLC1,851$1.16M0.49%-213F-HRTimeline
Global Retirement Partners, LLC1,848$1.16M0.03%+4813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,837$1.16M0.23%+60013F-HRTimeline
WEALTH ALLIANCE, LLC1,825$1.15M0.14%-813F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC1,821$1.14M<0.01%+4613F-HRTimeline
Brown Financial Advisors1,820$1.14M0.46%+18113F-HRTimeline
DRW Securities, LLC1,811$1.14M0.08%-91713F-HRTimeline
Pettee Investors, Inc.1,809$1.14M0.58%013F-HRTimeline
BARR E S & CO1,809$1.14M0.07%-613F-HRTimeline
James Hambro & Partners LLP1,804$1.13M0.04%-19513F-HRTimeline
United Super Pty Ltd in its capacity as…1,800$1.13M0.04%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC1,789$1.12M0.01%-93313F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,787$1.12M0.08%+52813F-HRTimeline
Peninsula Wealth, LLC1,786$1.12M0.19%+313F-HRTimeline
Red Spruce Capital, LLC1,784$1.12M0.5%-14613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,781$1.12M0Timeline
CX Institutional1,778$1.12M0.04%-1013F-HRTimeline
Motiv8 Investments LLC1,778$1.12M0.78%+57813F-HRTimeline
Promus Capital, LLC1,771$1.11M0.85%13F-HR/ATimeline
Kensington Investment Counsel, LLC1,770$1.11M0.46%013F-HRTimeline
SYON CAPITAL LLC1,769$1.11M0.1%-12713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,766$1.11M0.03%-113F-HRTimelineGroup
Kenora Financial, LLC1,764$1.11M0.44%-51413F-HRTimeline
Optas, LLC1,761$1.11M0.24%+5413F-HRTimeline
BSW Wealth Partners1,760$1.11M0.16%+913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,754$1.1M0.01%+15813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,752$1.1M0.17%-46513F-HR/ATimeline
Evanson Asset Management, LLC1,749$1.1M0.08%013F-HRTimeline
CNB Bank1,746$1.1M0.51%-2913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,738$1.09M0.08%-2413F-HRTimeline
Trueblood Wealth Management, LLC1,730$1.09M0.54%+2213F-HRTimeline
SYM FINANCIAL Corp1,717$1.08M0.14%new13F-HRTimeline
Sargent Investment Group, LLC1,757$1.08M0.18%+2813F-HRTimeline
LEE DANNER & BASS INC1,706$1.07M0.08%+2613F-HRTimeline
Virtue Capital Management, LLC1,699$1.07M0.21%-9713F-HRTimeline
Proficio Capital Partners LLC1,693$1.06M0.09%+74613F-HR/ATimeline
IHT Wealth Management, LLC1,686$1.06M0.03%-35013F-HRTimeline
WBH ADVISORY INC1,681$1.06M0.1%-2613F-HRTimeline
Legacy Trust1,677$1.05M0.24%-3,13913F-HRTimeline
PARTHENON LLC1,675$1.05M0.13%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,669$1.05M0.01%-19013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,668$1.05M0.04%+8913F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,661$1.04M0.02%+85913F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC1,654$1.04M0.06%-3,93013F-HRTimeline
NORDEN GROUP LLC1,644$1.03M0.12%-4613F-HRTimeline
INTRUST BANK NA1,641$1.03M0.1%+9113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,716$1.03M0.1%+22213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,633$1.03M0.26%013F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.1,633$1.03M0.07%new13F-HRTimeline
Advisors Capital Management, LLC1,629$1.02M0.02%-12413F-HRTimeline
Beverly Hills Private Wealth, LLC1,619$1.02M0.21%-4313F-HRTimeline
Wealth Watch Advisors, INC1,605$1.01M0.63%13F-HRTimeline
FIL Ltdin group FIL Ltd1,592$1M<0.01%+44613F-HRTimelineGroup
Symphony Financial, Ltd. Co.1,641$1M0.16%-113F-HRTimeline
LORD, ABBETT & CO. LLC1,589$999K<0.01%+18113F-HRTimeline
Garner Asset Management Corp1,588$999K0.45%-6013F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,584$996K0.19%+1313F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…1,583$995K0.01%+1213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,569$986K0.09%+1513F-HRTimeline
Community Bank & Trust, Waco, Texas1,567$985K0.22%-313F-HRTimeline
Palisades Hudson Asset Management, L.P.1,563$982K0.41%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,558$979K0.27%+4013F-HRTimeline
Kingsview Wealth Management, LLC1,555$977K0.02%-2113F-HRTimeline
SRN Advisors, LLC1,547$972K0.86%+15513F-HRTimeline
Sound View Wealth Advisors Group, LLC1,528$961K0.08%-2,69213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,522$957K0.07%-113F-HRTimelineGroup
FineMark National Bank & Trust1,509$948K0.03%+2713F-HRTimeline
Chris Bulman Inc1,505$946K0.6%-1513F-HRTimeline
Amica Retiree Medical Trust1,502$944K0.89%-40513F-HRTimeline
Institute for Wealth Management, LLC.1,492$938K0.12%+13813F-HRTimeline
VAN STRUM & TOWNE INC.1,486$934K0.34%013F-HRTimeline
Tyche Wealth Partners LLC1,484$932K0.2%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,483$932K0.03%-6713F-HRTimeline
Smithfield Trust Co1,479$932K0.05%-513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,482$931K0.09%013F-HRTimeline
Prosperity Consulting Group, LLC1,471$925K0.07%+11313F-HRTimeline
Quadcap Wealth Management, LLC1,470$924K0.14%+12613F-HRTimeline
EASTERN BANK1,470$924K0.02%+3913F-HRTimeline
Legacy Capital Group California, Inc.1,469$923K0.28%-4913F-HRTimeline
AMG National Trust Bank1,466$921K0.03%+5813F-HRTimeline
ZEGA Investments, LLC1,525$912K0.27%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,450$911K0.02%+33113F-HR/ATimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,448$910K0.08%-2113F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC1,442$906K0.21%013F-HRTimeline
Integrated Advisors Network LLC1,441$906K0.04%+2513F-HRTimeline
Stanley-Laman Group, Ltd.1,440$905K0.13%-3913F-HRTimeline
Bryce Point Capital, LLC1,426$896K0.26%13F-HRTimeline
PAX Financial Group, LLC1,420$892K0.16%+6513F-HRTimeline
HBK Sorce Advisory LLC1,419$892K0.03%+2813F-HRTimeline
Elevated Capital Advisors, LLC1,417$891K0.24%-6213F-HRTimeline
Texas Capital Bancshares Inc/TX1,414$889K0.36%+113F-HRTimeline
Gratus Wealth Advisors, LLC1,411$887K0.14%013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP1,410$886K<0.01%013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP1,410$886K0.28%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,408$885K0.07%+5113F-HRTimeline
Delta Financial Group, Inc.1,398$879K0.21%new13F-HRTimeline
South Dakota Investment Council1,396$877K0.02%013F-HRTimeline
BlueSpruce Investments, LP1,391$874K0.02%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,390$874K0.04%+613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,384$870K0.02%013F-HRTimelineGroup
Pinnacle West Asset Management, Inc.1,360$855K0.61%013F-HRTimeline
Richard W. Paul & Associates, LLC1,346$846K0.31%+2813F-HRTimeline
BOSTON FAMILY OFFICE LLC1,346$846K0.06%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd1,345$845K0.02%new13F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.1,345$845K0.09%013F-HRTimeline
Trek Financial, LLC1,342$843K0.06%+52713F-HRTimeline
PFC CAPITAL GROUP, INC.1,340$842K0.41%-513F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,329$835K0.05%-30813F-HR/ATimeline
Harbor Group, Inc.1,329$835K0.19%013F-HRTimeline
Principle Wealth Partners LLC1,328$835K0.06%+11813F-HRTimeline
Financial Advocates Investment Manageme…1,327$834K0.05%+10713F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.1,325$833K0.07%13F-HRTimeline
AlphaCore Capital LLC1,323$832K0.18%-27613F-HRTimeline
CPC Advisors, LLC1,320$830K0.11%-15113F-HRTimeline
HCR Wealth Advisors1,308$822K0.1%+213F-HRTimeline
Hoxton Planning & Management, LLC1,306$821K0.31%-413F-HRTimeline
Alteri Wealth LLC1,305$820K0.23%13F-HRTimeline
ICW Investment Advisors LLC1,295$814K0.34%+32713F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC1,294$813K0.29%013F-HRTimeline
Legacy Financial Advisors, Inc.1,292$812K0.13%+8713F-HRTimeline
Marcum Wealth, LLC1,291$811K0.07%+1213F-HRTimeline
Sage Mountain Advisors LLC1,282$806K0.06%+11413F-HRTimeline
TrinityPoint Wealth, LLC1,281$805K0.11%+3613F-HRTimeline
Weaver Capital Management LLC1,281$805K0.23%+9413F-HRTimeline
Park Capital Management, LLC / WI1,279$804K0.96%13F-HRTimeline
SS&H Financial Advisors, Inc.1,275$802K0.29%013F-HRTimeline
New Hampshire Trust1,275$801K0.17%+1613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…1,270$798K0.13%+67113F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO1,267$796K0.19%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC1,265$795K0.37%013F-HRTimeline
Heritage Wealth Advisors1,264$794K0.04%-28713F-HRTimeline
Gotham Asset Management, LLC1,263$794K0.01%-2,53613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,257$790K0.07%-7813F-HRTimeline
Garden State Investment Advisory Servic…1,255$790K0.24%+2813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,250$786K0.04%-7813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,250$786K0.44%+34513F-HRTimelineGroup
Verdence Capital Advisors LLC1,249$785K0.06%-2713F-HRTimeline
PFG Investments, LLC1,244$782K0.05%-2013F-HRTimeline
Gen-Wealth Partners Inc1,235$776K0.33%+28113F-HRTimeline
PDS Planning, Inc1,235$776K0.07%-4213F-HRTimeline
MONECO ADVISORS, LLC1,231$773K0.08%+11513F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC1,226$771K0.07%013F-HRTimeline
RFG Holdings, Inc.1,219$768K0.26%+16413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,216$764K0.11%+24513F-HRTimeline
Portfolio Design Labs, LLC1,216$764K0.16%+32913F-HRTimeline
Meridian Wealth Management, LLC1,213$762K0.04%+5113F-HRTimeline
Regent Peak Wealth Advisors LLC1,213$762K0.17%-1913F-HR/ATimeline
SPINNAKER TRUST1,211$761K0.05%-313F-HRTimeline
North Star Investment Management Corp.1,210$760K0.05%013F-HRTimeline
Strategic Blueprint, LLC1,209$760K0.05%+4213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,200$754K0.03%-813F-HRTimeline
SCRATCH CAPITAL LLC1,200$754K0.92%13F-HRTimeline
Northern Financial Advisors Inc1,197$752K0.6%-14213F-HRTimeline
Connecticut Wealth Management, LLC1,195$751K0.04%+2613F-HRTimeline
Kolinsky Wealth Management, LLC1,192$749K0.46%+1913F-HRTimeline
Avantra Family Wealth, Inc.1,183$744K0.69%13F-HRTimeline
Wealth Architects, LLC1,179$741K0.08%-9113F-HRTimeline
NEVILLE RODIE & SHAW INC1,179$741K0.05%013F-HRTimeline
PLIMOTH TRUST CO LLC1,170$735K0.19%-2013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,170$735K0.35%-19013F-HRTimeline
Verde Capital Management1,169$734K0.21%+51513F-HRTimeline
Van Hulzen Asset Management, LLC1,167$734K0.05%+413F-HRTimeline