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
- 1,943
- +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
- 734 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 |
|---|---|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,635 | $2.36M | 0.28% | −55−1.5% | Reduced |
| Avestar Capital, LLC | 3,680 | $2.39M | 0.27% | +388+11.8% | Added |
| Kestra Private Wealth Services, LLC | 3,693 | $2.40M | 0.05% | +456+14.1% | Added |
| Spire Wealth Management | 3,695 | $2.40M | 0.06% | +640+20.9% | Added |
| Horizon Investments, LLC | 3,709 | $2.41M | 0.06% | +51+1.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $2.43M | 0.25% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 3,746 | $2.43M | 0.39% | −435−10.4% | Reduced |
| Sirios Capital Management L P | 3,749 | $2.44M | 0.46% | −371−9.0% | Reduced |
| Ritholtz Wealth Management | 3,752 | $2.44M | 0.08% | +500+15.4% | Added |
| Ziegler Capital Management, LLC | 34,652 | $2.46M | 0.09% | +687+2.0% | Added |
| Outfitter Financial LLC | 3,822 | $2.48M | 2.04% | −265−6.5% | Reduced |
| Fairfield, Bush & Co. | 3,825 | $2.49M | 1.47% | +126+3.4% | Added |
| Inlet Private Wealth, LLC | 3,828 | $2.49M | 0.69% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,872 | $2.52M | 0.06% | −241−5.9% | Reduced |
| Berger Financial Group, Inc | 3,876 | $2.52M | 0.21% | −74−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 3,880 | $2.52M | 0.19% | −63−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 4,008 | $2.53M | 0.11% | +52+1.3% | Added |
| BNP Paribas | 4,052 | $2.58M | 0.12% | +4,052 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.60M | 0.61% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,001 | $2.60M | 0.44% | +51+1.3% | Added |
| Gladstone Institutional Advisory LLC | 4,015 | $2.61M | 0.14% | +1,823+83.2% | Added |
| Freedom Day Solutions, LLC | 4,021 | $2.61M | 0.93% | −153−3.7% | Reduced |
| ClariVest Asset Management LLC | 4,039 | $2.63M | 0.27% | −9,397−69.9% | Reduced |
| Harrington Investments, INC | 4,040 | $2.63M | 1.50% | +695+20.8% | Added |
| Vident Advisory, LLC | 4,049 | $2.63M | 0.05% | +249+6.6% | Added |
| Conway Capital Management, Inc. | 4,080 | $2.65M | 1.48% | −550−11.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,094 | $2.66M | 0.21% | −18−0.4% | Reduced |
| Edgestream Partners, L.P. | 4,106 | $2.67M | 0.13% | +1,722+72.2% | Added |
| HighPoint Advisor Group LLC | 4,259 | $2.67M | 0.19% | −130−3.0% | Reduced |
| Dynasty Wealth Management, LLC | 4,188 | $2.72M | 0.09% | +4,188 | New |
| Covenant Asset Management, LLC | 4,210 | $2.74M | 0.66% | +126+3.1% | Added |
| Dividend Assets Capital, LLC | 4,210 | $2.74M | 0.58% | +4,186+17,441.7% | Added |
| HB Wealth Management, LLC | 4,231 | $2.75M | 0.03% | +170+4.2% | Added |
| PFG Advisors | 4,239 | $2.76M | 0.20% | −24−0.6% | Reduced |
| Aubrey Capital Management Ltd | 4,900 | $2.76M | 0.98% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 4,245 | $2.76M | 0.89% | +11+0.3% | Added |
| Strategic Planning Group, LLC | 4,256 | $2.77M | 0.69% | +403+10.5% | Added |
| Evergreen Capital Management LLC | 4,258 | $2.77M | 0.10% | +83+2.0% | Added |
| Scott & Selber, Inc. | 4,266 | $2.77M | 0.94% | +12+0.3% | Added |
| William Allan, LLC | 4,268 | $2.77M | 1.84% | −20−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,268 | $2.77M | 0.02% | +1,298+43.7% | Added |
| Kovitz Investment Group Partners, LLC | 4,301 | $2.80M | 0.04% | +4,301 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,331 | $2.82M | 0.43% | +4,331 | New |
| Petredis Investment Advisors LLC | 4,337 | $2.82M | 0.34% | +135+3.2% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.82M | 0.50% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,358 | $2.83M | 0.32% | −1,483−25.4% | Reduced |
| Silphium Asset Management Ltd | 4,359 | $2.83M | 1.47% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,359 | $2.83M | 1.02% | +1,785+69.3% | Added |
| Pegasus Partners Ltd. | 4,367 | $2.84M | 0.30% | −183−4.0% | Reduced |
| Ironwood Financial, llc | 4,408 | $2.87M | 0.66% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,422 | $2.87M | 0.29% | +140+3.3% | Added |
| Hancock Whitney Corp | 4,427 | $2.88M | 0.10% | −27−0.6% | Reduced |
| Darwin Advisors, LLC | 4,448 | $2.89M | 0.81% | +3,975+840.4% | Added |
| Ascent Group, LLC | 4,496 | $2.92M | 0.26% | +1,534+51.8% | Added |
| Harfst & Associates, Inc. | 4,498 | $2.92M | 0.69% | −334−6.9% | Reduced |
| Clear Harbor Asset Management, LLC | 4,512 | $2.93M | 0.26% | −330−6.8% | Reduced |
| Investment Management Corp of Ontario | 4,514 | $2.93M | 0.09% | −2,000−30.7% | Reduced |
| Roundview Capital LLC | 4,524 | $2.94M | 0.24% | +726+19.1% | Added |
| Engineers Gate Manager LP | 4,532 | $2.95M | 0.08% | +4,532 | New |
| Biltmore Family Office, LLC | 4,538 | $2.95M | 0.58% | 00.0% | Unchanged |
| Lincoln National Corp | 4,541 | $2.95M | 0.05% | +137+3.1% | Added |
| Boit C F David | 4,800 | $2.95M | 1.61% | 00.0% | Unchanged |
| Old National Bancorp | 4,558 | $2.96M | 0.07% | −694−13.2% | Reduced |
| Sanders Morris Harris LLC | 4,576 | $2.97M | 0.56% | +150+3.4% | Added |
| Welch & Forbes LLC | 4,578 | $2.98M | 0.04% | −29−0.6% | Reduced |
| Palisade Capital Management LLC | 4,585 | $2.98M | 0.08% | −43−0.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,730 | $2.99M | 2.58% | +4,730 | New |
| Intech Investment Management LLC | 4,601 | $2.99M | 0.04% | +2,641+134.7% | Added |
| Alps Advisors Inc | 4,607 | $2.99M | 0.02% | −804−14.9% | Reduced |
| Cloverfields Capital Group, LP | 4,664 | $3.03M | 1.02% | +300+6.9% | Added |
| CAPROCK Group, Inc. | 4,715 | $3.07M | 0.18% | +245+5.5% | Added |
| STF Management LP | 4,733 | $3.08M | 1.33% | +16+0.3% | Added |
| Bleakley Financial Group, LLC | 4,773 | $3.10M | 0.09% | +47+1.0% | Added |
| Brown Brothers Harriman & Co | 4,773 | $3.10M | 0.02% | −930−16.3% | Reduced |
| Americana Partners, LLC | 4,781 | $3.11M | 0.26% | +528+12.4% | Added |
| Nicholas Investment Partners, LP | 4,799 | $3.12M | 0.32% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,801 | $3.12M | 0.75% | −317−6.2% | Reduced |
| Lake Street Advisors Group, LLC | 4,807 | $3.12M | 0.15% | −31−0.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,828 | $3.14M | 0.74% | −187−3.7% | Reduced |
| Legacy Trust | 4,861 | $3.16M | 0.79% | −1,702−25.9% | Reduced |
| Catalyst Capital Advisors LLC | 4,888 | $3.18M | 0.08% | −75−1.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,896 | $3.18M | 0.23% | +3,726+318.5% | Added |
| First Personal Financial Services | 4,905 | $3.19M | 0.74% | −167−3.3% | Reduced |
| Decatur Capital Management, Inc. | 4,915 | $3.19M | 1.74% | −51−1.0% | Reduced |
| Scharf Investments, LLC | 4,915 | $3.19M | 0.09% | +280+6.0% | Added |
| Brasada Capital Management, LP | 4,929 | $3.20M | 0.58% | −46−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 4,945 | $3.21M | 0.31% | −1,155−18.9% | Reduced |
| Central Pacific Bank - Trust Division | 5,026 | $3.22M | 0.40% | +5,026 | New |
| Glynn Capital Management LLC | 5,000 | $3.25M | 0.61% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.25M | 0.59% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,024 | $3.27M | 0.10% | +588+13.3% | Added |
| Kingswood Wealth Advisors, LLC | 5,038 | $3.27M | 0.38% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,042 | $3.28M | 1.10% | +1,944+62.8% | Added |
| Sompo Asset Management Co., Ltd. | 5,060 | $3.29M | 0.54% | −230−4.3% | Reduced |
| Kornitzer Capital Management Inc | 5,076 | $3.30M | 0.06% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 5,085 | $3.31M | 1.14% | −6,807−57.2% | Reduced |
| Equitable Trust Co | 5,132 | $3.34M | 0.23% | +19+0.4% | Added |
| Diversify Advisory Services, LLC | 5,217 | $3.34M | 0.20% | +5,217 | New |
| Long Road Investment Counsel, LLC | 5,170 | $3.36M | 1.41% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,178 | $3.37M | 0.14% | +658+14.6% | Added |