Skip to content
Disclosery

INTU INTUIT

Follow

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
SBI Securities Co., Ltd.707$444K0.01%13F-HRTimeline
GenTrust, LLC707$444K0.02%+113F-HRTimeline
Clearstead Trust, LLC705$443K0.1%+113F-HRTimeline
NovaPoint Capital, LLC705$443K0.14%+213F-HRTimeline
UNION SAVINGS BANK705$443K0.22%013F-HRTimeline
Capital Investment Advisory Services, L…702$441K0.04%-413F-HRTimeline
Signal Advisors Wealth, LLC700$440K0.05%+5613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY700$440K0.05%+25013F-HRTimeline
Capital Investment Counsel, Inc700$440K0.07%013F-HRTimeline
Pflug Koory, LLC700$440K0.22%013F-HRTimeline
Prestige Wealth Management Group LLC696$437K0.09%+113F-HR/ATimeline
Riverwater Partners LLC694$436K0.21%+213F-HRTimeline
Congress Park Capital LLC692$435K0.16%-2013F-HRTimeline
Impact Investors, Inc691$434K0.34%13F-HRTimeline
Founders Financial Alliance, LLC690$434K0.12%+1413F-HRTimeline
Rehmann Capital Advisory Group688$432K0.03%+4813F-HRTimeline
Impact Capital Partners LLC682$429K0.15%13F-HRTimeline
St. Louis Trust Co674$424K0.06%013F-HRTimeline
Sivia Capital Partners, LLC673$423K0.21%+1013F-HRTimeline
Geller Advisors LLC673$423K0.03%+913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC673$423K0.08%013F-HRTimeline
Planned Solutions, Inc.672$422K0.17%013F-HRTimeline
Unique Wealth Strategies, LLC670$421K0.19%-72813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …667$419K0.05%-7613F-HRTimelineGroup
Foundations Investment Advisors, LLC666$419K0.01%+26413F-HRTimeline
Brucke Financial, Inc.696$419K0.36%13F-HRTimeline
Cornerstone Wealth Group, LLC666$419K0.03%-2013F-HRTimeline
Performance Wealth Partners, LLC666$419K0.01%-5613F-HRTimeline
Crews Bank & Trust665$418K0.07%13F-HRTimeline
Saranac Partners Ltd665$418K0.23%new13F-HRTimeline
Winthrop Advisory Group LLC665$418K0.05%-2513F-HRTimeline
Capital Advisors, Ltd. LLC664$417K0.05%-1113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …661$415K0.01%-11113F-HRTimelineGroup
EWA, LLC658$414K0.16%-613F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC657$413K0.31%+2413F-HRTimeline
Avidian Wealth Enterprises, LLC657$413K0.02%-1013F-HRTimeline
Latko Wealth Management, Ltd.655$412K0.24%+113F-HRTimeline
Thomasville National Bank649$408K0.03%+613F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…647$407K0.05%+60913F-HRTimeline
Accelerate Investment Advisors LLC645$405K0.36%+2113F-HRTimeline
Hummer Financial Advisory Services Inc640$402K0.32%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC639$402K0.03%-4,60113F-HRTimeline
Berbice Capital Management LLC638$401K0.32%13F-HRTimeline
Heritage Trust Co636$400K0.05%13F-HRTimeline
Cynosure Group, LLC630$396K0.06%-14813F-HRTimeline
Sonora Investment Management Group, LLC630$396K0.03%013F-HRTimeline
Pacific Wealth Management629$395K0.21%-3313F-HRTimeline
Portside Wealth Group, LLC628$395K0.07%+7013F-HR/ATimeline
Great Diamond Partners, LLC627$394K0.1%+1713F-HRTimeline
TCI Wealth Advisors, Inc.624$392K0.03%-12213F-HRTimeline
CAMDEN NATIONAL BANK624$392K0.06%-513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WP Advisors, LLC623$391K0.13%+113F-HRTimeline
Parcion Private Wealth LLC620$390K0.03%013F-HRTimeline
ASPIRIANT, LLC619$389K0.01%new13F-HRTimeline
Cercano Management LLC619$389K0.01%013F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding619$389K-1,086Timeline
ROMAN BUTLER FULLERTON & CO640$388K0.12%+1113F-HRTimeline
Crewe Advisors LLC617$388K0.05%new13F-HRTimeline
Diversified Investment Strategies, LLC614$386K0.25%013F-HRTimeline
Perennial Investment Advisors, LLC612$385K0.05%+5113F-HRTimeline
Valtinson Bruner Financial Planning LLC612$385K0.13%013F-HRTimeline
Fortitude Family Office, LLC612$385K0.14%+613F-HRTimeline
Traveka Wealth, LLC611$384K0.21%+4413F-HRTimeline
David Wealth Management LLC609$383K0.32%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC607$382K0.01%013F-HRTimelineGroup
Bragg Financial Advisors, Inc606$381K0.02%013F-HRTimeline
Venture Visionary Partners LLC603$379K0.02%+1413F-HR/ATimeline
Columbia Asset Management602$378K0.07%013F-HRTimeline
Beacon Bank & Trust602$378K0.09%-1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…601$378K0.02%+5113F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.600$377K0.1%013F-HRTimeline
Telos Capital Management, Inc.600$377K0.04%-16013F-HRTimeline
East Coast Asset Management, LLC.600$377K0.13%013F-HRTimeline
Gordian Advisors LLC600$377K0.3%013F-HRTimeline
Select Asset Management & Trust600$377K0.15%013F-HRTimeline
AGH Wealth Advisors, LLC599$376K0.35%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC599$376K0.16%+613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV596$375K0.05%013F-HRTimeline
Canvas Wealth Advisors, LLC591$371K0.09%+6013F-HRTimeline
Carnegie Investment Counsel590$371K0.01%-113F-HRTimeline
Gradient Capital Advisors, LLC589$370K0.12%+513F-HRTimeline
MFA Wealth Services585$368K0.29%13F-HRTimeline
Eagle Ridge Investment Management584$367K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COUNTRY CLUB BANK580$366K0.02%-6513F-HRTimeline
Cedar Mountain Advisors, LLC581$365K0.08%-413F-HRTimeline
Elgethun Capital Management581$365K0.09%+7513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC581$365K0.01%-513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Catalyst Capital Advisors LLC581$365K0.01%+30213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp580$365K0.02%+1513F-HRTimelineGroup
New England Research & Management, Inc.575$361K0.18%013F-HRTimeline
4WEALTH ADVISORS, INC.574$361K0.37%13F-HRTimeline
Vigilare Wealth Management573$360K0.15%013F-HRTimeline
Crescent Sterling, Ltd.573$360K0.37%+6413F-HRTimeline
LGL PARTNERS, LLC572$360K0.05%-213F-HRTimeline
CVA Family Office, LLC572$360K0.06%+4113F-HRTimeline
Belpointe Asset Management LLC570$359K0.02%-1813F-HRTimeline
PROFFITT & GOODSON INC571$359K0.06%+413F-HRTimeline
Spartan Planning & Wealth Management569$358K0.33%13F-HRTimeline
Simplicity Wealth,LLC568$357K0.07%-1913F-HRTimeline
Wealth Management Associates, Inc.567$356K0.15%013F-HRTimeline
High Falls Advisors, Inc566$356K0.08%-313F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC566$356K0.14%-23913F-HRTimeline
Fermata Advisors, LLC565$355K0.07%-3313F-HRTimeline
Wealth Management Partners, LLC565$355K0.15%-7313F-HRTimeline
Avior Wealth Management, LLC564$355K0.01%+39213F-HRTimeline
LongView Asset Management LLC563$354K0.31%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC562$353K0.11%+3913F-HRTimeline
Andina Capital Management, LLC558$351K0.29%+1513F-HRTimeline
WMS Partners, LLC558$350K0.02%+18013F-HRTimeline
Busey Bank556$349K0.01%+1113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC554$348K0.07%-713F-HRTimeline
Verity Asset Management, Inc.552$347K0.2%013F-HRTimeline
Lionshead Wealth Management, LLC552$347K0.25%13F-HRTimeline
Polymer Capital Management (HK) LTD550$346K0.06%+5013F-HRTimeline
Kuhn & Co Investment Counsel548$344K0.29%+113F-HRTimeline
LIBRA WEALTH LLC547$344K0.13%-21813F-HRTimeline
Authentikos Wealth Advisory, LLC546$343K0.34%-52513F-HRTimeline
J. W. Coons Advisors, LLC545$343K0.09%-9713F-HRTimeline
Brady Martz Wealth Solutions, LLC548$342K0.08%13F-HRTimeline
SEEDS INVESTOR LLC541$340K0.1%+3313F-HRTimeline
Fiduciary Alliance LLC541$340K0.03%+12513F-HRTimeline
Concorde Asset Management, LLC541$340K0.18%-30913F-HRTimeline
Tranquility Partners, LLC540$339K0.13%-813F-HRTimeline
Tufton Capital Management539$339K0.06%+413F-HRTimeline
SOMERVILLE KURT F530$333K0.06%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.530$333K0.2%13F-HRTimeline
Quantum Portfolio Management LLC528$332K0.18%+2013F-HRTimeline
Powell Investment Advisors, LLC523$329K0.15%013F-HRTimeline
Endowment Wealth Management, Inc.523$329K0.22%-1613F-HRTimeline
Manchester Capital Management LLC522$328K0.04%-2813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC522$328K0.01%new13F-HRTimelineGroup
West Family Investments, Inc.522$328K0.11%-21813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding522$328K+61Timeline
SageView Advisory Group, LLC518$326K0.01%+9713F-HRTimeline
Glen Eagle Advisors, LLC517$325K0.05%-713F-HRTimeline
D'Orazio & Associates, Inc.517$325K0.05%-1913F-HRTimeline
SIG BROKERAGE, LP515$324K0.15%13F-HRTimeline
Jacobsen Capital Management515$324K0.14%-613F-HRTimeline
Rosenberg Matthew Hamilton513$322K0.08%+2313F-HRTimeline
LRI Investments, LLC513$322K0.03%+4313F-HRTimeline
CAPITAL ADVISORS INC/OK511$321K0.01%+7613F-HRTimeline
CoreCap Advisors, LLC511$321K0.01%-3813F-HRTimeline
Aprio Wealth Management, LLC509$320K0.05%+5713F-HRTimeline
Ethos Financial Group, LLC508$319K0.04%+1813F-HRTimeline
Security Financial Services, INC.506$318K0.06%+2013F-HRTimeline
WOLFF WIESE MAGANA LLC505$317K0.21%-113F-HRTimeline
INVENIO WEALTH PARTNERS LLC505$317K0.13%+1213F-HRTimeline
GRANDFIELD & DODD, LLC503$316K0.02%-2013F-HRTimeline
BANK OF HAWAII500$314K0.02%-9613F-HRTimeline
McLean Asset Management Corp500$314K0.09%+1013F-HRTimeline
Sandhill Capital Partners LLC497$312K0.02%013F-HRTimeline
K.J. Harrison & Partners Inc500$311K0.05%013F-HRTimeline
Grunden Financial Advisory, Inc.494$311K0.15%013F-HRTimeline
BBR PARTNERS, LLC494$310K0.02%-10213F-HRTimeline
Sunflower Bank, N.A.494$310K0.09%+3313F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC486$305K0.22%+11513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC485$305K0.1%+34013F-HRTimeline
Calydon Capital484$304K0.06%-41613F-HRTimeline
Financial Advisors Network, Inc.482$303K0.05%13F-HRTimeline
POSTROCK PARTNERS LLC481$302K0.15%13F-HRTimeline
Gemmer Asset Management LLC480$302K0.03%013F-HRTimeline
Capital Investment Counsel, LLC480$302K0.05%013F-HRTimeline
Mayflower Financial Advisors, LLC476$299K0.04%+10813F-HRTimeline
Alta Wealth Advisors LLC476$299K0.13%-70613F-HRTimeline
Ledyard National Bank475$299K0.03%-9413F-HRTimeline
Synergy Financial Group, LTD474$298K0.25%-3713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding473$297K-636Timeline
Gryphon Financial Partners LLC472$296K0.04%-51313F-HRTimeline
Wynn Capital, LLC470$295K0.19%-513F-HRTimeline
Certified Advisory Corp469$295K0.03%-713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC469$295K0.08%+4013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.475$294K0.01%-1513F-HRTimelineGroup
National Philanthropic Trust467$294K<0.01%new13F-HRTimeline
Bremer Bank National Association464$292K0.06%-1313F-HRTimeline
MRA Advisory Group461$290K0.15%-6913F-HRTimeline
Broadway Wealth Solutions, Inc.460$289K0.22%13F-HRTimeline
New Republic Capital, LLC460$289K0.19%+2613F-HRTimeline
JB Capital LLC459$289K0.02%-5713F-HRTimeline
Cable Hill Partners, LLC460$289K0.03%-213F-HRTimeline
180 WEALTH ADVISORS, LLC459$288K0.05%-1113F-HRTimeline
Eagle Strategies LLC459$288K0.05%+413F-HRTimeline
EAGLE WEALTH STRATEGIES LLC456$287K0.21%+913F-HRTimeline
Soltis Investment Advisors LLC455$286K0.03%+2713F-HRTimeline
Krane Funds Advisors LLC455$286K0.01%new13F-HRTimeline
Oxbow Advisors, LLC455$286K0.03%-6513F-HRTimeline
KFA Private Wealth Group, LLC455$286K0.12%013F-HRTimeline
Keebeck Wealth Management455$286K0.04%013F-HRTimeline
LifeSteps Financial, Inc.454$285K0.22%013F-HRTimeline
Ignite Planners, LLC452$285K0.06%-613F-HRTimeline
Benin Management CORP453$285K0.08%+3613F-HRTimeline
ABLE Financial Group, LLC453$285K0.08%-813F-HRTimeline
Warren Street Wealth Advisors, LLC451$283K0.12%+2513F-HRTimeline
Opal Wealth Advisors, LLC450$283K0.08%+3513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$283K0.03%013F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC449$282K0.23%13F-HRTimeline
McClarren Financial Advisors, Inc.449$282K0.79%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC447$281K0.06%+1113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC446$280K0.02%013F-HRTimeline
SAGE RHINO CAPITAL LLC445$280K0.06%-713F-HRTimeline
Live Oak Private Wealth LLC445$280K0.05%+1013F-HRTimeline