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, Q1 2024
Institutional positions in Intuit Inc. as of Mar 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
- 1,944
- +53 vs. Q4 2023
- Shares held
- 234.3M
- −181.3K (−0.1%) vs. Q4 2023
- Total value
- $152.0B
- +$5.48B (+3.7%) vs. Q4 2023
- New holders
- 164
- 735 more added
- Sold out
- 111
- 745 more reduced
27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 1,869 | $1.18M | 0.52% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,815 | $1.18M | 0.09% | −400−18.1% | Reduced |
| Chase Investment Counsel Corp | 1,816 | $1.18M | 0.44% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 1,818 | $1.18M | 0.16% | +1,818 | New |
| China Universal Asset Management Co., Ltd. | 1,825 | $1.19M | 0.15% | +1,269+228.2% | Added |
| Buckingham Strategic Partners | 1,825 | $1.19M | 0.03% | +703+62.7% | Added |
| Evanson Asset Management, LLC | 1,829 | $1.19M | 0.09% | 00.0% | Unchanged |
| Syon Capital LLC | 1,840 | $1.20M | 0.11% | +300+19.5% | Added |
| SRS Capital Advisors, Inc. | 1,846 | $1.20M | 0.13% | +7+0.4% | Added |
| Ellevest, Inc. | 1,859 | $1.21M | 0.07% | +15+0.8% | Added |
| CX Institutional | 1,864 | $1.21M | 0.06% | −82−4.2% | Reduced |
| Okabena Investment Services Inc | 1,865 | $1.21M | 0.40% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,868 | $1.21M | 0.29% | +21+1.1% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.22M | 0.25% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,880 | $1.22M | 0.34% | +80+4.4% | Added |
| CNB Bank | 1,890 | $1.23M | 0.60% | +102+5.7% | Added |
| Connecticut Wealth Management, LLC | 1,896 | $1.23M | 0.07% | −45−2.3% | Reduced |
| Wealth Alliance | 1,897 | $1.23M | 0.16% | −52−2.7% | Reduced |
| Barbara Oil Co. | 1,900 | $1.24M | 0.52% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,921 | $1.25M | 0.06% | +93+5.1% | Added |
| Mutual Advisors, LLC | 1,923 | $1.25M | 0.04% | −38−1.9% | Reduced |
| Premier Path Wealth Partners, LLC | 1,919 | $1.25M | 0.24% | −11−0.6% | Reduced |
| Aurora Investment Counsel | 1,927 | $1.25M | 0.72% | −2,061−51.7% | Reduced |
| Capital Planning Advisors, LLC | 1,937 | $1.26M | 0.22% | +50+2.6% | Added |
| Forbes J M & Co LLP | 1,943 | $1.26M | 0.14% | −20−1.0% | Reduced |
| Red Spruce Capital, LLC | 1,953 | $1.27M | 0.59% | −50−2.5% | Reduced |
| Everhart Financial Group, Inc. | 1,953 | $1.27M | 0.37% | +195+11.1% | Added |
| Nelson Capital Management, LLC | 1,965 | $1.28M | 0.24% | 00.0% | Unchanged |
| Heritage Trust Co | 1,967 | $1.28M | 0.17% | +630+47.1% | Added |
| Hara Capital LLC | 1,970 | $1.28M | 0.77% | −400−16.9% | Reduced |
| GAMMA Investing LLC | 1,987 | $1.29M | 0.26% | +538+37.1% | Added |
| Liberty Wealth Management LLC | 1,987 | $1.29M | 0.25% | −9−0.5% | Reduced |
| Virtue Capital Management, LLC | 2,084 | $1.29M | 0.23% | −14−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,007 | $1.30M | 0.09% | +20+1.0% | Added |
| Heartland Bank & Trust Co | 2,009 | $1.31M | 0.76% | +1,277+174.5% | Added |
| Smartleaf Asset Management LLC | 2,022 | $1.31M | 0.25% | +598+42.0% | Added |
| Arlington Trust Co LLC | 2,026 | $1.32M | 0.34% | −11−0.5% | Reduced |
| WBI Investments | 2,027 | $1.32M | 0.27% | +2,027 | New |
| Wedbush Securities Inc | 2,029 | $1.32M | 0.05% | +32+1.6% | Added |
| Mirador Capital Partners LP | 2,033 | $1.32M | 0.25% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,034 | $1.32M | 0.27% | −318−13.5% | Reduced |
| Bridgefront Capital, LLC | 2,049 | $1.33M | 1.01% | +2,049 | New |
| Cove Private Wealth, LLC | 2,065 | $1.34M | 1.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,632 | $1.34M | 0.04% | −127−4.6% | Reduced |
| NVWM, LLC | 2,071 | $1.35M | 0.37% | +39+1.9% | Added |
| Skopos Labs, Inc. | 2,108 | $1.35M | 0.58% | +34+1.6% | Added |
| Graypoint LLC | 2,077 | $1.35M | 0.10% | +63+3.1% | Added |
| Stratos Wealth Advisors, LLC | 2,081 | $1.35M | 0.08% | −132−6.0% | Reduced |
| Capital Investment Advisors, LLC | 2,084 | $1.35M | 0.03% | −280−11.8% | Reduced |
| Old Port Advisors | 2,118 | $1.38M | 0.42% | −41−1.9% | Reduced |
| Graham Capital Management, L.P. | 2,131 | $1.39M | 0.04% | −1,510−41.5% | Reduced |
| Oxford Financial Group Ltd | 2,134 | $1.39M | 0.10% | −925−30.2% | Reduced |
| Guardian Capital Advisors LP | 2,267 | $1.39M | 0.15% | −1,055−31.8% | Reduced |
| Brookstone Capital Management | 2,141 | $1.39M | 0.02% | +97+4.7% | Added |
| FSA Wealth Management LLC | 2,159 | $1.40M | 0.61% | −13−0.6% | Reduced |
| McRae Capital Management Inc | 2,166 | $1.41M | 0.31% | −30−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 2,184 | $1.42M | 0.12% | +2,184 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,187 | $1.42M | 0.20% | +457+26.4% | Added |
| Quent Capital, LLC | 2,194 | $1.43M | 0.17% | +25+1.2% | Added |
| Blueshift Asset Management, LLC | 2,209 | $1.44M | 0.75% | −929−29.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,214 | $1.44M | 0.08% | +1,277+136.3% | Added |
| Aigen Investment Management, LP | 2,216 | $1.44M | 0.31% | +2,216 | New |
| Handelsinvest Investeringsforvaltning | 2,232 | $1.45M | 0.70% | −404−15.3% | Reduced |
| Family Legacy, Inc. | 2,235 | $1.45M | 0.52% | +164+7.9% | Added |
| RMR Wealth Builders | 2,236 | $1.45M | 0.18% | +232+11.6% | Added |
| Peninsula Wealth, LLC | 2,243 | $1.46M | 0.29% | −10.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,255 | $1.47M | 0.24% | +175+8.4% | Added |
| Knowledge Leaders Capital, LLC | 2,257 | $1.47M | 2.57% | −36−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 2,309 | $1.47M | 0.05% | −64−2.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,258 | $1.47M | 0.22% | −109−4.6% | Reduced |
| Trust Point Inc. | 2,262 | $1.47M | 0.12% | +738+48.4% | Added |
| Nixon Peabody Trust Co | 2,264 | $1.47M | 0.14% | +589+35.2% | Added |
| Kempen Capital Management N.V. | 2,270 | $1.48M | 0.02% | −832−26.8% | Reduced |
| Clearstead Advisors, LLC | 2,354 | $1.48M | 0.07% | −50−2.1% | Reduced |
| Choate Investment Advisors | 2,272 | $1.48M | 0.04% | +69+3.1% | Added |
| ABN AMRO Bank N.V. | 2,274 | $1.48M | 0.02% | −247−9.8% | Reduced |
| Moneta Group Investment Advisors LLC | 2,275 | $1.48M | 0.02% | +277+13.9% | Added |
| Personal Cfo Solutions, LLC | 2,284 | $1.48M | 0.23% | +23+1.0% | Added |
| Buckingham Capital Management, Inc. | 2,289 | $1.49M | 0.18% | +1,036+82.7% | Added |
| Privium Fund Management (UK) Ltd | 2,333 | $1.49M | 0.74% | +629+36.9% | Added |
| Nicolet Bankshares Inc | 2,298 | $1.49M | 0.37% | −73−3.1% | Reduced |
| Anchor Investment Management, LLC | 2,303 | $1.50M | 0.16% | +224+10.8% | Added |
| Citizens National Bank Trust Department | 2,327 | $1.51M | 0.35% | −10−0.4% | Reduced |
| Peak Asset Management, LLC | 2,342 | $1.52M | 0.30% | −21−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 2,347 | $1.53M | 0.23% | −425−15.3% | Reduced |
| Wealthspire Advisors, LLC | 2,348 | $1.53M | 0.02% | −128−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,349 | $1.53M | 0.05% | −40−1.7% | Reduced |
| Arjuna Capital | 2,353 | $1.53M | 0.43% | +91+4.0% | Added |
| Venturi Wealth Management, LLC | 2,382 | $1.55M | 0.10% | −372−13.5% | Reduced |
| ICONIQ Capital, LLC | 2,392 | $1.55M | 0.03% | +4+0.2% | Added |
| Eventide Asset Management, LLC | 2,393 | $1.56M | 0.02% | +419+21.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,403 | $1.56M | 0.47% | +513+27.1% | Added |
| Cascade Investment Group, Inc. | 2,409 | $1.57M | 1.17% | −40−1.6% | Reduced |
| ROI Financial Advisors, LLC | 2,422 | $1.57M | 1.24% | −3−0.1% | Reduced |
| Invesco, LLC | 2,428 | $1.58M | 0.67% | −205−7.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,439 | $1.59M | 0.10% | −897−26.9% | Reduced |
| Hilltop Holdings Inc. | 2,442 | $1.59M | 0.18% | +65+2.7% | Added |
| Benjamin Edwards Inc | 2,445 | $1.59M | 0.32% | +155+6.8% | Added |
| Monumental Financial Group Inc. | 2,470 | $1.61M | 0.85% | −101−3.9% | Reduced |
| Great Lakes Advisors, LLC | 2,477 | $1.61M | 0.01% | +114+4.8% | Added |