INTUIT INTU
COM · Common Stock · CUSIP 461202103 · ISIN US4612021034
American business that specializes in financial software
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersMountain View, CA
- Founded1983
- Websiteintuit.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($362.8m this quarter). Holder counts are more reliable. Shares outstanding: 279.6m as of 2025-02-19, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $627.37. Options: 55 managers hold calls ($1.6bn notional), 54 hold puts ($2.0bn).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,510 |
| Q4 2022 | 1,559 |
| Q1 2023 | 1,617 |
| Q2 2023 | 1,669 |
| Q3 2023 | 1,742 |
| Q4 2023 | 1,918 |
| Q1 2024 | 1,944 |
| Q2 2024 | 1,968 |
| Q3 2024 | 1,969 |
| Q4 2024 | 2,066 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 810 | 645 |
| Q2 2023 | 821 | 654 |
| Q3 2023 | 785 | 750 |
| Q4 2023 | 854 | 770 |
| Q1 2024 | 868 | 856 |
| Q2 2024 | 954 | 805 |
| Q3 2024 | 931 | 828 |
| Q4 2024 | 904 | 846 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $1.5bn | $1.8bn | 1.26 |
| Q2 2024 | $1.6bn | $2.3bn | 1.43 |
| Q3 2024 | $1.6bn | $2.0bn | 1.26 |
| Q4 2024 | $1.6bn | $2.0bn | 1.24 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | Added | +1.4m |
| D. E. Shaw & Co., Inc. | Added | +931.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +771.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +620.6k |
| Point72 Asset Management, L.P. | Added | +529.2k |
| MORGAN STANLEY | Added | +527.3k |
| MACKENZIE FINANCIAL CORP | Added | +524.2k |
| Unisphere Establishment | Added | +500.0k |
| NORTHERN TRUST CORP | Added | +498.0k |
| BlackRock, Inc. | Added | +496.8k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -12.5m |
| Artisan Partners Limited Partnership | Reduced | -900.0k |
| FMR LLC | Reduced | -817.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -593.1k |
| FRANKLIN RESOURCES INC | Reduced | -578.8k |
| Durable Capital Partners LP | Reduced | -568.6k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -483.5k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -373.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -372.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -335.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $482.0m766.9k shares |
| CITADEL ADVISORS LLC | Reduced | $216.9m345.1k shares |
| IMC-Chicago, LLC | Reduced | $105.6m168.0k shares |
| WOLVERINE TRADING, LLC | Added | $103.5m164.2k shares |
| JANE STREET GROUP, LLC | Added | $101.1m160.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $43.7m69.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $40.3m64.1k shares |
| Point72 Asset Management, L.P. | Added | $40.2m63.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $36.0m57.3k shares |
| PEAK6 LLC | First filing | $34.0m54.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $363.3m578.0k shares |
| Twin Tree Management, LP | Added | $239.0m380.3k shares |
| CITADEL ADVISORS LLC | Added | $232.9m370.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $137.8m219.2k shares |
| Qube Research & Technologies Ltd | Added | $108.9m173.2k shares |
| IMC-Chicago, LLC | Reduced | $98.3m156.4k shares |
| GOLDMAN SACHS GROUP INC | Added | $90.8m144.5k shares |
| JANE STREET GROUP, LLC | Reduced | $73.1m116.3k shares |
| WOLVERINE TRADING, LLC | Added | $66.5m105.5k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $57.8m91.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 5 | $3.4m | — |
| Q2 2023 | 0 | — | 2 | $530.9k | $530.9k |
| Q3 2023 | 0 | — | 9 | $61.0m | $21.0m |
| Q4 2023 | 0 | — | 4 | $55.9m | $53.8m |
| Q1 2024 | 0 | — | 4 | $23.0m | — |
| Q2 2024 | 0 | — | 3 | $200.7m | $200.7m |
| Q3 2024 | 0 | — | 7 | $132.8m | $102.6m |
| Q4 2024 | 0 | — | 7 | $237.3m | $214.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-31 | Goodarzi Sasan K CEO, President and Director, director · By Trust | Sold plan | $47.3m75.0k shares |
| 2024-12-30 | Goodarzi Sasan K CEO, President and Director, director · By Trust | Sold plan | $47.1m74.7k shares |
| 2024-12-30 | Goodarzi Sasan K CEO, President and Director, director · By Trust | Sold plan | $190.2k300 shares |
| 2024-12-18 | COOK SCOTT D Founder, director · By Trusts | Sold plan | $49.0m73.7k shares |
| 2024-12-12 | Balazs Alex G. EVP, Chief Technology Officer | Sold | $15.9m23.8k shares |
| 2024-12-10 | FENNELL LAURA A EVP, People and Places | Sold | $5.1m7.7k shares |
| 2024-12-09 | McLean Kerry J EVP, Gen. Counsel & Corp. Sec. | Sold plan | $625.7k960 shares |
| 2024-12-06 | McLean Kerry J EVP, Gen. Counsel & Corp. Sec. | Sold plan | $10.5m16.2k shares |
| 2024-12-05 | Notarainni Mark P. EVP, Consumer Group | Sold plan | $6.3m9.8k shares |
| 2024-12-05 | Notarainni Mark P. EVP, Consumer Group | Sold plan | $2.4m3.6k shares |
| 2024-11-26 | COOK SCOTT D Founder, director · By Trusts | Sold plan | $2.0m3.2k shares |
| 2024-11-25 | COOK SCOTT D Founder, director · By Trusts | Sold plan | $48.1m75.0k shares |
| 2024-10-10 | Aujla Sandeep EVP and CFO | Sold | $2.5m4.0k shares |
| 2024-10-03 | Aujla Sandeep EVP and CFO | Sold plan | $466.0k775 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.30% of their portfolio | 27.0m $17.0bn | Added +353.2k |
| BlackRock, Inc. 0.31% of their portfolio | 24.2m $15.2bn | Added +496.8k |
| STATE STREET CORP 0.31% of their portfolio | 12.6m $7.9bn | Added +294.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.61% of their portfolio | 8.4m $5.3bn | Reduced -28.8k |
| JPMORGAN CHASE & CO 0.38% of their portfolio | 7.7m $4.9bn | Reduced -12.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.30% of their portfolio | 6.1m $3.8bn | Added +132.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.61% of their portfolio | 5.3m $3.3bn | Added +620.6k |
| MORGAN STANLEY 0.20% of their portfolio | 4.6m $2.9bn | Added +527.3k |
| FMR LLC 0.15% of their portfolio | 4.1m $2.5bn | Reduced -817.2k |
| NORGES BANK 0.30% of their portfolio | 3.6m $2.3bn | Added +351.6k |
| Fisher Asset Management, LLC 0.91% of their portfolio | 3.6m $2.3bn | Reduced -184.9k |
| NORTHERN TRUST CORP 0.30% of their portfolio | 3.4m $2.1bn | Added +498.0k |
| BROWN ADVISORY INC 2.54% of their portfolio | 3.2m $2.0bn | Reduced -211.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.45% of their portfolio | 3.1m $1.9bn | Added +771.2k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1.75% of their portfolio | 3.1m $1.9bn | Unchanged |
| Invesco Ltd. 0.35% of their portfolio | 3.0m $1.9bn | Reduced -141.0k |
| Bank of New York Mellon Corp 0.28% of their portfolio | 2.4m $1.5bn | Added +88.5k |
| EDGEWOOD MANAGEMENT LLC 4.25% of their portfolio | 2.4m $1.5bn | Reduced -189.5k |
| Amundi 0.50% of their portfolio | 2.3m $1.4bn | Reduced -315.6k |
| ROYAL BANK OF CANADA 0.30% of their portfolio | 2.2m $1.4bn | Added +99.8k |
| GOLDMAN SACHS GROUP INC 0.27% of their portfolio | 2.2m $1.4bn | Reduced -593.1k |
| FRANKLIN RESOURCES INC 0.33% of their portfolio | 1.9m $1.2bn | Reduced -578.8k |
| BANK OF AMERICA CORP /DE/ 0.11% of their portfolio | 1.9m $1.2bn | Reduced -168.1k |
| Legal & General Group Plc 0.31% of their portfolio | 1.9m $1.2bn | Reduced -40.3k |
| T. Rowe Price Investment Management, Inc. 0.70% of their portfolio | 1.8m $1.1bn | Added +33.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.20% of their portfolio | 1.8m $1.1bn | Added +70.7k |
| VIKING GLOBAL INVESTORS LP 3.50% of their portfolio | 1.7m $1.1bn | Added +1.4m |
| Nuveen Asset Management, LLC 0.30% of their portfolio | 1.7m $1.1bn | Reduced -257.8k |
| AMERIPRISE FINANCIAL INC 0.26% of their portfolio | 1.6m $1.0bn | Reduced -36.2k |
| Unisphere Establishment 8.22% of their portfolio | 1.5m $942.8m | Added +500.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.70% of their portfolio | 1.4m $905.6m | Reduced -206.2k |
| Ninety One UK Ltd 2.42% of their portfolio | 1.4m $904.6m | Reduced -39.5k |
| Sustainable Growth Advisers, LP 4.51% of their portfolio | 1.4m $898.3m | Added +245.4k |
| BARCLAYS PLC 0.44% of their portfolio | 1.4m $886.3m | Added +111.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.45% of their portfolio | 1.3m $832.7m | Reduced -79.2k |
| DEUTSCHE BANK AG\ 0.33% of their portfolio | 1.3m $831.5m | Added +182.2k |
| LONE PINE CAPITAL LLC 5.40% of their portfolio | 1.2m $727.0m | Added +235.4k |
| WELLS FARGO & COMPANY/MN 0.17% of their portfolio | 1.1m $713.1m | Reduced -42.5k |
| PARNASSUS INVESTMENTS, LLC 1.56% of their portfolio | 1.1m $702.2m | Reduced -76.7k |
| Clearbridge Investments, LLC 0.56% of their portfolio | 1.1m $696.2m | Added +136.3k |
| JANUS HENDERSON GROUP PLC 0.34% of their portfolio | 1.1m $674.5m | Added +451.0k |
| UBS Group AG 0.15% of their portfolio | 1.1m $665.2m | Added +27.1k |
| JENSEN INVESTMENT MANAGEMENT INC 5.52% of their portfolio | 970.7k $610.1m | Reduced -12.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.20% of their portfolio | 970.1k $609.7m | Reduced -1.4k |
| D. E. Shaw & Co., Inc. 0.66% of their portfolio | 952.2k $598.5m | Added +931.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.19% of their portfolio | 949.9k $597.0m | Reduced -65.1k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4.86% of their portfolio | 931.6k $565.1m | Reduced -5.0k |
| NEUBERGER BERMAN GROUP LLC 0.45% of their portfolio | 899.1k $565.1m | Reduced -44.4k |
| Fayez Sarofim & Co 1.38% of their portfolio | 893.0k $566.0m | Added +66.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.45% of their portfolio | 887.3k $557.7m | Added +180.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.41% of their portfolio | 851.9k $535.4m | Added +111.5k |
| Durable Capital Partners LP 4.31% of their portfolio | 840.5k $528.3m | Reduced -568.6k |
| MACKENZIE FINANCIAL CORP 0.23% of their portfolio | 812.0k $507.9m | Added +524.2k |
| ALLIANCEBERNSTEIN L.P. 0.17% of their portfolio | 796.1k $500.4m | Reduced -373.3k |
| Swiss National Bank 0.33% of their portfolio | 791.8k $497.6m | Reduced -37.9k |
| HSBC HOLDINGS PLC 0.30% of their portfolio | 775.5k $487.8m | Added +35.6k |
| Lindsell Train Ltd 12.09% of their portfolio | 769.6k $483.7m | Reduced -146.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.32% of their portfolio | 759.8k $477.5m | Reduced -35.6k |
| California Public Employees Retirement System 0.32% of their portfolio | 755.2k $474.7m | Added +71.1k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.50% of their portfolio | 753.8k $473.7m | Added +123.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.08% of their portfolio | 695.9k $437.4m | Added +106.6k |
| Pictet Asset Management Holding SA 0.46% of their portfolio | 677.5k $425.8m | Added +214.6k |
| Holocene Advisors, LP 1.33% of their portfolio | 649.7k $408.3m | Added +24.1k |
| AKO CAPITAL LLP 5.16% of their portfolio | 594.5k $373.6m | Added +45.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.39% of their portfolio | 590.1k $372.0m | Added +268.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.90% of their portfolio | 583.6k $366.8m | Added +56.2k |
| Qube Research & Technologies Ltd 0.59% of their portfolio | 578.4k $363.5m | Added +138.1k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 570.0k $358.2m | Added +14.8k |
| National Pension Service 0.33% of their portfolio | 562.6k $353.6m | Reduced -63.7k |
| RHUMBLINE ADVISERS 0.31% of their portfolio | 559.9k $351.9m | Reduced -5.8k |
| Vontobel Holding Ltd. 1.19% of their portfolio | 553.8k $348.0m | Reduced -38.1k |
| Point72 Asset Management, L.P. 0.95% of their portfolio | 550.8k $346.2m | Added +529.2k |
| COATUE MANAGEMENT LLC 1.16% of their portfolio | 547.9k $344.4m | Added +47.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.30% of their portfolio | 505.9k $318.0m | Reduced -372.8k |
| Allianz Asset Management GmbH 0.44% of their portfolio | 488.0k $306.7m | Added +131.9k |
| RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio | 478.7k $300.9m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.28% of their portfolio | 464.7k $292.8m | Added +37.4k |
| COMGEST GLOBAL INVESTORS S.A.S. 4.62% of their portfolio | 448.5k $281.9m | Reduced -101.1k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 14.73% of their portfolio | 447.2k $281.0m | Added +316.3k |
| Winslow Capital Management, LLC 0.98% of their portfolio | 437.7k $275.1m | Reduced -268.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.32% of their portfolio | 433.4k $272.4m | Reduced -12.4k |
| MACQUARIE GROUP LTD 0.31% of their portfolio | 419.5k $256.8m | Reduced -45.2k |
| STIFEL FINANCIAL CORP 0.27% of their portfolio | 412.6k $259.4m | Added +8.1k |
| NATIXIS ADVISORS, LLC 0.48% of their portfolio | 408.4k $256.7m | Added +3.9k |
| CITIGROUP INC 0.25% of their portfolio | 407.7k $256.3m | Reduced -31.3k |
| Valley Forge Capital Management, LP 5.57% of their portfolio | 402.3k $252.8m | Reduced -42.6k |
| Magellan Asset Management Ltd 2.76% of their portfolio | 399.3k $251.0m | Reduced -89.1k |
| Navera Investment Management Ltd. 4.49% of their portfolio | 398.9k $250.8m | Reduced -70.1k |
| Findlay Park Partners LLP 2.43% of their portfolio | 389.7k $245.0m | Reduced -1.8k |
| ProShare Advisors LLC 0.56% of their portfolio | 389.2k $244.6m | Added +60.9k |
| Strategic Wealth Investment Group, LLC 0.54% of their portfolio | 381.2k $14.6m | New |
| CITADEL ADVISORS LLC 0.22% of their portfolio | 379.4k $238.5m | Added +132.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.47% of their portfolio | 377.5k $237.2m | First filing |
| BANK OF MONTREAL /CAN/ 0.11% of their portfolio | 367.9k $231.2m | Reduced -32.2k |
| BLAIR WILLIAM & CO/IL 0.67% of their portfolio | 365.5k $229.7m | Reduced -41.3k |
| Capital Research Global Investors 0.05% of their portfolio | 362.6k $227.9m | New |
| Russell Investments Group, Ltd. 0.30% of their portfolio | 350.9k $220.7m | Added +17.4k |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 348.3k $218.9m | Reduced -474 |
| DSM CAPITAL PARTNERS LLC 3.33% of their portfolio | 343.2k $215.7m | Reduced -62.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.29% of their portfolio | 342.0k $215.0m | Reduced -14.4k |