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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
SP Asset Management LLC444$279K0.02%+113F-HRTimeline
Kovack Advisors, Inc.443$279K0.03%+5013F-HRTimeline
LVW Advisors, LLC443$278K0.03%-4313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC442$278K0.01%-3813F-HRTimelineGroup
Samalin Investment Counsel, LLC442$278K0.12%-6313F-HRTimeline
Purkiss Capital Advisors LLC441$277K0.24%13F-HRTimeline
Tandem Investment Advisors, Inc.441$277K0.01%-113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…440$277K0.09%-4013F-HRTimeline
Concentrum Wealth Management439$276K0.1%+613F-HRTimeline
CV Advisors LLC439$276K0.1%013F-HRTimeline
Kathmere Capital Management, LLC438$275K0.02%-4813F-HRTimeline
SHERBROOKE PARK ADVISERS LLC438$275K0.09%new13F-HRTimeline
Modern Wealth Management, LLC436$274K0.01%new13F-HR/ATimeline
Trivium Point Advisory, LLC436$274K0.03%+7313F-HRTimeline
Tennessee Valley Asset Management Partn…431$271K0.05%013F-HRTimeline
BAKER BOYER NATIONAL BANK430$270K0.09%+1013F-HRTimeline
Corundum Group, Inc.430$270K0.1%-4913F-HRTimeline
Tanager Wealth Management LLP430$270K0.04%-23413F-HRTimeline
West Coast Financial LLC428$269K0.03%013F-HRTimeline
Center For Asset Management LLC428$269K0.17%new13F-HRTimeline
BURNEY CO/426$268K0.01%+113F-HRTimeline
Resonant Capital Advisors, LLC426$268K0.02%+8713F-HRTimeline
ROTHSCHILD INVESTMENT LLC425$267K0.02%+813F-HRTimeline
JACKSON SQUARE CAPITAL, LLC425$267K0.06%013F-HRTimeline
BlackDiamond Wealth Management, LLC424$266K0.15%+5813F-HRTimeline
Acropolis Investment Management, LLC423$266K0.02%013F-HRTimeline
Scarborough Advisors, LLC420$264K0.04%013F-HRTimeline
ALTFEST L J & CO INC419$263K0.03%+113F-HRTimeline
Values Added Financial LLC419$263K0.15%013F-HRTimeline
Ranch Capital Advisors Inc.418$263K0.12%013F-HRTimeline
Putney Financial Group LLC417$262K0.23%13F-HRTimeline
Shepherd Financial Partners LLC417$262K0.03%+513F-HRTimeline
Malaga Cove Capital, LLC415$261K0.1%-1213F-HRTimeline
WPG Advisers, LLC414$260K0.24%13F-HRTimeline
Etesian Wealth Advisors, Inc.413$260K0.11%-1113F-HRTimeline
Clear Harbor Asset Management, LLC411$258K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.410$258K0.08%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC410$258K0.09%-313F-HRTimeline
Convergence Investment Partners, LLC409$257K0.06%-313F-HRTimeline
True North Advisors, LLC409$257K0.06%+1713F-HRTimeline
GWN SECURITIES INC.429$257K0.07%13F-HRTimeline
Amplius Wealth Advisors, LLC408$256K0.03%-913F-HRTimeline
LMCG INVESTMENTS, LLC407$256K0.02%-8,18413F-HRTimeline
Capital A Wealth Management, LLC407$256K0.42%13F-HRTimeline
Main Street Financial Solutions, LLC406$255K0.03%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC406$255K0.09%+113F-HRTimeline
Jaffetilchin Investment Partners, LLC404$254K0.02%+113F-HRTimeline
Pine Harbor Wealth Management, LLC403$254K0.1%013F-HRTimeline
May Hill Capital, LLC402$253K0.1%13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC401$252K0.19%+4513F-HRTimeline
IFG Advisory, LLC400$251K0.01%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC400$251K0.03%013F-HRTimeline
Fortis Advisors, LLC400$251K0.16%013F-HRTimeline
Petix & Botte Co400$251K0.07%013F-HRTimeline
Luminvest Wealth Management LLC400$251K0.1%013F-HRTimeline
HALL LAURIE J TRUSTEE400$251K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp399$251K0.01%013F-HRTimelineGroup
MEAG MUNICH ERGO, Kapitalanlagegesellsc…397$250K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.398$250K0.05%new13F-HRTimeline
Sovran Advisors, LLC400$250K0.04%13F-HRTimeline
Gallacher Capital Management LLC395$249K0.12%-513F-HRTimeline
Apexium Financial, LP395$248K0.02%new13F-HRTimeline
Crown Wealth Group, LLC395$248K0.1%+813F-HRTimeline
XML Financial, LLC395$248K0.02%+6613F-HRTimeline
LifePlan Investment Advisors, Inc.394$248K0.15%-113F-HRTimeline
Stonebrook Private Inc.393$247K0.06%+913F-HRTimeline
Raleigh Capital Management Inc.393$247K0.1%+2813F-HRTimeline
Quantum Financial Advisors, LLC392$246K0.04%013F-HRTimeline
Leo Wealth, LLC391$246K0.02%+5013F-HRTimeline
Graves Light Lenhart Wealth, Inc.391$246K0.03%013F-HRTimeline
Canopy Partners, LLC391$246K0.09%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC390$245K0.02%+3413F-HRTimeline
Red Wave Investments LLC390$245K0.09%013F-HRTimeline
Solidarity Wealth, LLC388$244K0.06%-113F-HRTimeline
Baker Avenue Asset Management, LP387$243K0.01%+2713F-HRTimeline
McGlone Suttner Wealth Management, Inc.385$242K0.04%+1613F-HRTimeline
Linscomb Wealth, Inc.385$242K0.01%+1413F-HRTimeline
DSG Capital Advisors, LLC385$242K0.04%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.381$239K0.03%13F-HRTimeline
Nova Wealth Management, Inc.381$239K0.21%13F-HRTimeline
WEST BANCORPORATION INC379$238K0.16%-1213F-HRTimeline
SELDON CAPITAL LP378$238K0.1%013F-HRTimeline
Merriman Wealth Management, LLC377$237K0.01%new13F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…377$237K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC376$236K0.02%-913F-HRTimeline
Claret Asset Management Corp376$236K0.04%-3813F-HRTimeline
Advanced Asset Management Advisors Inc375$236K0.06%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA393$235K0.01%new13F-HRTimeline
Emerald Advisors, LLC374$235K0.03%+1313F-HRTimeline
Braun-Bostich & Associates Inc.373$234K0.17%-2513F-HRTimeline
Family CFO Inc373$234K0.13%new13F-HRTimeline
Compass Ion Advisors, LLC370$233K0.03%-413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL370$233K0.06%13F-HR/ATimeline
RHS Financial, LLC370$233K0.12%-1513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC369$232K0.02%+1713F-HRTimeline
Avanza Fonder AB366$230K0.01%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC366$230K0.01%+2413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC364$229K0.05%013F-HRTimeline
Heritage Investment Group, Inc.363$228K0.04%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC363$228K0.1%+3213F-HRTimeline
NFSG Corp362$228K0.06%new13F-HRTimeline
AVISO WEALTH MANAGEMENT362$228K0.12%013F-HRTimeline
Pinnacle Bancorp, Inc.362$228K0.07%013F-HRTimeline
Burton Enright Welch361$227K0.05%new13F-HRTimeline
United Advisor Group, LLC359$226K0.04%new13F-HRTimeline
Successful Portfolios LLC358$225K0.15%013F-HRTimeline
NTV Asset Management LLC355$223K0.03%013F-HRTimeline
United Community Bankin group United Community Bank355$223K0.09%+2013F-HRTimelineGroup
STANCE CAPITAL LLC355$223K0.14%13F-HRTimeline
Atlas Brown,Inc.354$223K0.08%+213F-HRTimeline
Lafayette Investments, Inc.354$222K0.05%+1013F-HRTimeline
BANK OF STOCKTON353$222K0.07%-713F-HRTimeline
McAdam, LLC353$222K0.01%+2313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC352$221K0.02%013F-HRTimeline
Twelve Points Wealth Management LLC350$220K0.06%-513F-HRTimeline
RENASANT BANK349$219K0.14%+2213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.348$219K0.04%new13F-HRTimeline
North Forty Two & Co.348$219K0.25%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC348$219K0.04%-5513F-HRTimeline
Castle Rock Wealth Management, LLC372$219K0.05%-313F-HRTimeline
Plante Moran Financial Advisors, LLC346$217K0.02%+2013F-HRTimeline
Clarkston Capital Partners, LLC346$217K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.346$217K0.01%-513F-HRTimeline
Wealth Group, Ltd.345$217K0.14%new13F-HRTimeline
CFO4Life Group, LLC345$217K0.04%new13F-HRTimeline
HUB Investment Partners, LLC345$217K0.01%-1413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC344$216K0.01%new13F-HRTimeline
Werba Rubin Papier Wealth Management344$216K0.05%+1613F-HRTimeline
Onyx Bridge Wealth Group LLC342$215K0.03%-213F-HRTimeline
Ausdal Financial Partners, Inc.341$214K0.02%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding340$214K+197Timeline
Sound Income Strategies, LLC337$212K0.01%+613F-HRTimeline
POWER WEALTH MANAGEMENT LLC337$212K0.09%-4213F-HRTimeline
Westmount Partners, LLC337$212K0.06%+1013F-HRTimeline
Chancellor Financial Group WB LP337$212K0.17%13F-HRTimeline
Sandy Spring Bank336$211K0.01%013F-HRTimeline
Five Oceans Advisors336$211K0.1%-10013F-HRTimeline
Golden State Wealth Management, LLC335$211K0.03%13F-HRTimeline
Sandy Cove Advisors, LLC335$211K0.08%+1013F-HRTimeline
DecisionMap Wealth Management, LLC335$211K0.17%13F-HRTimeline
Sunpointe, LLC335$210K0.11%-213F-HRTimeline
Resolute Advisors LLC334$210K0.04%new13F-HRTimeline
Westfuller Advisors, LLC333$209K0.13%013F-HRTimeline
Galvin, Gaustad & Stein, LLC332$209K0.02%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…331$208K0.05%new13F-HRTimeline
UNITED BANK330$207K0.02%-1413F-HRTimeline
Alpha Cubed Investments, LLC329$207K0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd328$206K0.02%+313F-HRTimeline
Ifrah Financial Services, Inc.328$206K0.06%-1013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC327$206K0.02%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.327$206K0.1%-9613F-HRTimeline
Kesler, Norman & Wride, LLC326$205K0.04%-1,58213F-HRTimeline
Zhang Financial LLC325$204K0.01%new13F-HRTimeline
Pure Financial Advisors, LLC325$204K<0.01%new13F-HRTimeline
Invst, LLC325$204K0.02%-213F-HRTimeline
Osprey Private Wealth LLC325$204K0.14%013F-HRTimeline
SGL Investment Advisors, Inc.354$204K0.1%-68113F-HRTimeline
Blue Chip Partners, LLC325$204K0.02%+613F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC323$203K<0.01%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC323$203K0.04%new13F-HRTimeline
Physician Wealth Advisors, Inc.323$203K0.03%new13F-HRTimeline
Strive Asset Management, LLC323$203K0.15%13F-HRTimeline
Wade Financial Advisory, Inc322$202K0.07%-2513F-HRTimeline
Lifeworks Advisors, LLC321$202K0.04%new13F-HRTimeline
Riverview Trust Co320$201K0.18%+213F-HRTimeline
Diversified Enterprises, LLC319$200K0.02%new13F-HRTimeline
Park Place Capital Corp310$195K0.05%+4213F-HRTimeline
Covestor Ltd305$192K0.12%-8013F-HRTimeline
Catherine Avery Investment Management L…300$189K0.17%13F-HR/ATimeline
Hemington Wealth Management300$188K0.05%+1413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.310$186K0.01%-13013F-HRTimelineGroup
DT Investment Partners, LLC295$185K0.02%+1513F-HRTimeline
Versant Capital Management, Inc295$185K0.04%+5513F-HRTimeline
Capula Management Ltdin group Capula Management Ltd291$183K<0.01%+3113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
YANKCOM Partnership286$180K0.1%13F-HRTimeline
Center for Financial Planning, Inc.283$178K0.02%+16813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…281$177K<0.01%-3613F-HRTimelineGroup
AdvisorNet Financial, Inc276$174K0.01%-4913F-HRTimeline
Murphy & Mullick Capital Management Corp272$171K0.16%13F-HRTimeline
Menard Financial Group LLC265$167K0.1%new13F-HRTimeline
Hillsdale Investment Management Inc.262$165K0.01%-36013F-HRTimeline
Coastline Trust Co258$162K0.02%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hexagon Capital Partners LLC250$157K0.03%-213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.249$156K0.03%-1713F-HRTimeline
Western Pacific Wealth Management, LP247$155K0.13%+2813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…236$149K0.06%+313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN228$143K0.01%013F-HRTimeline
S&T Bank/PA228$143K0.05%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD227$143K0.09%013F-HRTimeline
Main Street Group, LTD227$142K0.05%+213F-HRTimeline
ORG Partners LLC224$141K0.02%+8513F-HRTimeline
Rise Advisors, LLC219$138K0.07%-613F-HRTimeline
Larson Financial Group LLC208$131K0.01%-9213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC207$130K0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.205$129K0.12%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC204$128K0.05%new13F-HRTimeline
Peoples Bank/KS200$126K0.09%013F-HRTimeline
Birch Capital Management, LLC197$124K0.06%013F-HRTimeline
Brown Shipley& Co Ltd193$121K0.06%013F-HRTimeline
SIERRA OCEAN, LLC189$119K0.1%13F-HRTimeline