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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 2,494 | $1.62M | 0.04% | +459+22.6% | Added |
| Eqis Capital Management, Inc. | 2,497 | $1.62M | 0.13% | +386+18.3% | Added |
| Mather Group, LLC. | 2,599 | $1.62M | 0.03% | −130−4.8% | Reduced |
| Pinnacle Wealth Management, LLC | 2,505 | $1.63M | 1.70% | +2,505 | New |
| Naviter Wealth, LLC | 2,506 | $1.63M | 0.27% | +419+20.1% | Added |
| FSM Wealth Advisors, LLC | 2,525 | $1.64M | 0.58% | +79+3.2% | Added |
| Close Asset Management Ltd | 2,532 | $1.65M | 0.06% | +931+58.2% | Added |
| Keeler Thomas Management LLC | 2,539 | $1.65M | 0.57% | −132−4.9% | Reduced |
| BancorpSouth Bank | 2,547 | $1.66M | 0.12% | 00.0% | Unchanged |
| Signature Wealth Management Group | 2,747 | $1.66M | 0.76% | −49−1.8% | Reduced |
| Unique Wealth, LLC | 2,589 | $1.68M | 0.48% | +806+45.2% | Added |
| Value Partners Investments Inc. | 2,591 | $1.68M | 0.14% | +221+9.3% | Added |
| Quotient Wealth Partners, LLC | 2,606 | $1.69M | 0.06% | +8+0.3% | Added |
| Abacus Planning Group, Inc. | 2,649 | $1.72M | 0.34% | +7+0.3% | Added |
| Balentine LLC | 2,661 | $1.73M | 0.05% | +829+45.3% | Added |
| Clarius Group, LLC | 2,679 | $1.74M | 0.12% | −357−11.8% | Reduced |
| Ironwood Investment Counsel, LLC | 2,683 | $1.74M | 0.31% | −97−3.5% | Reduced |
| Spears Abacus Advisors LLC | 2,692 | $1.75M | 0.04% | +2,692 | New |
| Quadrant Capital Group LLC | 2,718 | $1.77M | 0.14% | −37−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.77M | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,720 | $1.77M | 0.03% | +41+1.5% | Added |
| La Banque Postale Asset Management SA | 2,732 | $1.78M | 0.07% | −38,472−93.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 2,736 | $1.78M | 0.04% | +2,736 | New |
| Tilia Fiduciary Partners, Inc. | 2,738 | $1.78M | 1.44% | +126+4.8% | Added |
| Elmwood Wealth Management, Inc. | 2,738 | $1.78M | 0.76% | +1,123+69.5% | Added |
| Dynamic Technology Lab Private Ltd | 2,739 | $1.78M | 0.19% | +2,739 | New |
| Perigon Wealth Management, LLC | 2,749 | $1.79M | 0.05% | +312+12.8% | Added |
| Savant Capital, LLC | 2,754 | $1.79M | 0.02% | +106+4.0% | Added |
| S&CO Inc | 2,757 | $1.79M | 0.13% | +6+0.2% | Added |
| Argent Trust Co | 2,769 | $1.80M | 0.08% | +281+11.3% | Added |
| Integrated Wealth Concepts LLC | 2,771 | $1.80M | 0.03% | +394+16.6% | Added |
| Capstone Investment Advisors, LLC | 2,773 | $1.80M | 0.03% | +832+42.9% | Added |
| Roberts Glore & Co Inc | 2,779 | $1.81M | 0.54% | −15−0.5% | Reduced |
| NorthRock Partners, LLC | 2,783 | $1.81M | 0.07% | +221+8.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,787 | $1.81M | 0.20% | +71+2.6% | Added |
| Nomura Holdings Inc | 2,799 | $1.82M | 0.01% | −3,252−53.7% | Reduced |
| Farther Finance Advisors, LLC | 2,845 | $1.82M | 0.11% | −738−20.6% | Reduced |
| GeoWealth Management, LLC | 2,802 | $1.82M | 0.07% | +1,007+56.1% | Added |
| Insigneo Advisory Services, LLC | 2,803 | $1.82M | 0.22% | +704+33.5% | Added |
| Silicon Valley Capital Partners | 2,827 | $1.84M | 0.27% | +3+0.1% | Added |
| Riverpark Capital Management LLC | 2,844 | $1.85M | 2.54% | 00.0% | Unchanged |
| Bank of Hawaii | 2,846 | $1.85M | 0.09% | −1,133−28.5% | Reduced |
| Adviser Investments LLC | 2,863 | $1.86M | 0.03% | −225−7.3% | Reduced |
| Sunbelt Securities, Inc. | 2,906 | $1.89M | 0.21% | −490−14.4% | Reduced |
| Cigna Investments Inc | 2,913 | $1.89M | 0.36% | −14−0.5% | Reduced |
| FORA Capital, LLC | 2,927 | $1.90M | 0.16% | +2,927 | New |
| Eads & Heald Wealth Management | 2,940 | $1.91M | 0.89% | −47−1.6% | Reduced |
| Summit Global Investments | 2,944 | $1.91M | 0.14% | −2,618−47.1% | Reduced |
| James Hambro & Partners | 2,948 | $1.92M | 0.09% | −700−19.2% | Reduced |
| Entropy Technologies, LP | 2,960 | $1.92M | 0.21% | +2,960 | New |
| HighVista Strategies LLC | 2,963 | $1.93M | 0.69% | −200−6.3% | Reduced |
| RFG Advisory, LLC | 2,965 | $1.93M | 0.07% | +1,006+51.4% | Added |
| Allworth Financial LP | 2,973 | $1.93M | 0.01% | +621+26.4% | Added |
| LGT Fund Management Co Ltd. | 2,989 | $1.94M | 0.81% | +539+22.0% | Added |
| TrimTabs Asset Management, LLC | 2,994 | $1.95M | 0.49% | +149+5.2% | Added |
| Two Sigma Investments, LP | 3,000 | $1.95M | 0.00% | −701−18.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 3,002 | $1.95M | 0.93% | +3,002 | New |
| Pittenger & Anderson Inc | 3,040 | $1.98M | 0.08% | +484+18.9% | Added |
| First Citizens Bank & Trust Co | 3,056 | $1.99M | 0.04% | +1,878+159.4% | Added |
| Jefferies Financial Group Inc. | 3,070 | $2.00M | 0.04% | −760−19.8% | Reduced |
| Merit Financial Group, LLC | 3,191 | $2.01M | 0.05% | +2,310+262.2% | Added |
| Vista Wealth Management Group, LLC | 3,129 | $2.03M | 0.15% | −14−0.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,134 | $2.04M | 0.48% | 00.0% | Unchanged |
| Diversified Trust Co | 3,149 | $2.05M | 0.06% | +44+1.4% | Added |
| REDW Wealth LLC | 3,152 | $2.05M | 0.55% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,161 | $2.05M | 0.01% | −204−6.1% | Reduced |
| Panagora Asset Management Inc | 3,163 | $2.06M | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,178 | $2.07M | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,180 | $2.07M | 0.24% | +253+8.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.07M | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,191 | $2.07M | 0.29% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 3,196 | $2.08M | 1.71% | −270−7.8% | Reduced |
| USA Financial Portformulas Corp | 3,212 | $2.09M | 0.34% | −1,306−28.9% | Reduced |
| Capital Asset Advisory Services LLC | 3,289 | $2.09M | 0.12% | −75−2.2% | Reduced |
| IFP Advisors, Inc | 3,231 | $2.10M | 0.09% | +109+3.5% | Added |
| Sound View Wealth Advisors Group, LLC | 3,235 | $2.10M | 0.22% | +133+4.3% | Added |
| Harbor Capital Advisors, Inc. | 3,246 | $2.11M | 0.28% | −395−10.8% | Reduced |
| RB Capital Management, LLC | 3,252 | $2.11M | 0.57% | +38+1.2% | Added |
| Eisler Capital (UK) Ltd. | 3,266 | $2.12M | 0.26% | +444+15.7% | Added |
| GM Advisory Group, Inc. | 3,267 | $2.12M | 0.15% | +12+0.4% | Added |
| Sabal Trust CO | 3,282 | $2.13M | 0.12% | −6−0.2% | Reduced |
| Novare Capital Management LLC | 3,291 | $2.14M | 0.19% | −209−6.0% | Reduced |
| WT Wealth Management | 3,308 | $2.15M | 0.77% | +157+5.0% | Added |
| Ellis Investment Partners, LLC | 3,308 | $2.15M | 0.47% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,308 | $2.15M | 0.20% | −54−1.6% | Reduced |
| Wedmont Private Capital | 3,368 | $2.17M | 0.16% | +229+7.3% | Added |
| Maven Securities LTD | 3,349 | $2.18M | 0.13% | +2,530+308.9% | Added |
| Eagle Asset Management Inc | 3,404 | $2.18M | 0.01% | −132−3.7% | Reduced |
| Ballentine Partners, LLC | 3,369 | $2.19M | 0.04% | +567+20.2% | Added |
| Stiles Financial Services Inc | 3,399 | $2.21M | 0.88% | −70−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 3,425 | $2.23M | 0.06% | −24−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,426 | $2.23M | 0.07% | −4−0.1% | Reduced |
| Whitford Management LLC | 3,446 | $2.24M | 1.26% | −11,824−77.4% | Reduced |
| Stablepoint Partners, LLC | 3,477 | $2.26M | 0.46% | +2,519+262.9% | Added |
| Freestone Capital Holdings, LLC | 3,510 | $2.28M | 0.09% | +2,415+220.5% | Added |
| Miracle Mile Advisors, LLC | 3,516 | $2.29M | 0.06% | +78+2.3% | Added |
| Clean Yield Group | 3,567 | $2.32M | 0.90% | −100−2.7% | Reduced |
| Ostrum Asset Management | 3,573 | $2.32M | 0.18% | −247−6.5% | Reduced |
| Brighton Jones LLC | 3,606 | $2.34M | 0.08% | +849+30.8% | Added |
| Southern Capital Advisors, LLC | 3,630 | $2.36M | 1.43% | −59−1.6% | Reduced |