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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 5,189 | $3.37M | 0.25% | +333+6.9% | Added |
| Asset Dedication, LLC | 5,203 | $3.40M | 0.25% | −590−10.2% | Reduced |
| Compass Wealth Management LLC | 5,263 | $3.42M | 0.86% | −100−1.9% | Reduced |
| Simplicity Wealth,LLC | 5,264 | $3.42M | 0.08% | +5,264 | New |
| Roberts Wealth Advisors, LLC | 5,643 | $3.45M | 1.29% | +5,643 | New |
| Principal Securities, Inc. | 5,373 | $3.49M | 0.11% | +603+12.6% | Added |
| Vestcor Inc | 5,382 | $3.50M | 0.12% | −509−8.6% | Reduced |
| Twin Capital Management Inc | 5,385 | $3.50M | 0.43% | +538+11.1% | Added |
| S.A. Mason LLC | 5,389 | $3.50M | 2.11% | −251−4.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,429 | $3.53M | 0.29% | +469+9.5% | Added |
| Buckingham Strategic Wealth, LLC | 5,458 | $3.55M | 0.04% | +199+3.8% | Added |
| AE Wealth Management LLC | 5,557 | $3.61M | 0.04% | −46,021−89.2% | Reduced |
| First Bank & Trust | 5,557 | $3.61M | 0.75% | −115−2.0% | Reduced |
| RVW Wealth, LLC | 5,559 | $3.61M | 0.37% | −17−0.3% | Reduced |
| Martin Capital Advisors, LLP | 5,568 | $3.62M | 2.84% | −9−0.2% | Reduced |
| Baader Bank INC | 5,615 | $3.65M | 0.30% | −1,787−24.1% | Reduced |
| Fairbanks Capital Management, Inc. | 5,642 | $3.67M | 2.53% | −156−2.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,643 | $3.67M | 0.10% | +3,436+155.7% | Added |
| Mission Creek Capital Partners, Inc. | 5,699 | $3.70M | 0.96% | +11+0.2% | Added |
| Coalescence Partners Investment Management, LP | 5,706 | $3.71M | 3.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,708 | $3.71M | 0.21% | +829+17.0% | Added |
| Ossiam | 5,734 | $3.73M | 0.07% | +110+2.0% | Added |
| Concurrent Investment Advisors, LLC | 5,744 | $3.73M | 0.15% | +1,747+43.7% | Added |
| KP Management LLC | 5,750 | $3.74M | 1.60% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,794 | $3.77M | 0.23% | +974+20.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,835 | $3.79M | 0.16% | −213−3.5% | Reduced |
| EP Wealth Advisors, LLC | 5,863 | $3.81M | 0.04% | +576+10.9% | Added |
| Coldstream Capital Management Inc | 5,898 | $3.83M | 0.10% | +269+4.8% | Added |
| Empowered Funds, LLC | 5,907 | $3.84M | 0.07% | −514−8.0% | Reduced |
| Signaturefd, LLC | 5,972 | $3.88M | 0.08% | +208+3.6% | Added |
| Weil Company, Inc. | 5,975 | $3.88M | 1.54% | +49+0.8% | Added |
| Highland Capital Management, LLC | 5,977 | $3.89M | 0.22% | +14+0.2% | Added |
| Cubist Systematic Strategies, LLC | 5,994 | $3.90M | 0.04% | −3,204−34.8% | Reduced |
| Settian Capital LP | 6,000 | $3.90M | 2.89% | +2,000+50.0% | Added |
| Ocean Capital Management, LLC | 6,024 | $3.92M | 1.45% | +235+4.1% | Added |
| EFG Asset Management (North America) Corp. | 6,037 | $3.92M | 0.68% | −1,390−18.7% | Reduced |
| Summerhill Capital Management lnc. | 6,052 | $3.93M | 2.50% | +6,052 | New |
| Private Capital Advisors, Inc. | 6,150 | $4.00M | 0.50% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 6,153 | $4.00M | 0.11% | −1,323−17.7% | Reduced |
| Vanderbilt University | 6,156 | $4.00M | 0.83% | +1,584+34.6% | Added |
| PKO Investment Management Joint-Stock Co | 6,156 | $4.02M | 0.48% | +6,156 | New |
| Hyman Charles D | 6,188 | $4.02M | 0.22% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,190 | $4.02M | 0.31% | +3,020+95.3% | Added |
| Moore Capital Management, LP | 6,221 | $4.04M | 0.08% | −3,252−34.3% | Reduced |
| Public Sector Pension Investment Board | 6,234 | $4.05M | 0.03% | −100−1.6% | Reduced |
| Cohen Investment Advisors LLC | 6,245 | $4.06M | 2.63% | +621+11.0% | Added |
| Synovus Financial Corp | 6,333 | $4.12M | 0.05% | −52−0.8% | Reduced |
| Mitchell Capital Management Co | 6,342 | $4.12M | 0.79% | −231−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,352 | $4.13M | 0.22% | −426−6.3% | Reduced |
| Legacy Advisors, LLC | 6,379 | $4.15M | 0.52% | +607+10.5% | Added |
| Linden Thomas Advisory Services, LLC | 6,426 | $4.18M | 0.67% | +295+4.8% | Added |
| SpiderRock Advisors, LLC | 6,645 | $4.19M | 0.14% | +6,645 | New |
| Axxcess Wealth Management, LLC | 6,508 | $4.23M | 0.12% | −4,981−43.4% | Reduced |
| Monograph Wealth Advisors, LLC | 6,514 | $4.23M | 0.62% | −1,040−13.8% | Reduced |
| Leonteq Securities AG | 6,522 | $4.24M | 0.57% | −5,053−43.7% | Reduced |
| Liberty One Investment Management, LLC | 6,566 | $4.27M | 0.48% | +153+2.4% | Added |
| Banco Santander, S.A. | 6,577 | $4.28M | 0.05% | −37−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 6,578 | $4.28M | 0.11% | +3,064+87.2% | Added |
| Gluskin Sheff & Assoc Inc | 6,603 | $4.29M | 0.43% | −595−8.3% | Reduced |
| Evoke Wealth, LLC | 6,676 | $4.34M | 0.13% | +6,676 | New |
| V-Square Quantitative Management LLC | 6,678 | $4.34M | 0.73% | +1,142+20.6% | Added |
| HBW Advisory Services LLC | 6,956 | $4.35M | 0.82% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 6,697 | $4.35M | 0.86% | −1,063−13.7% | Reduced |
| Freemont Management S.A. | 6,700 | $4.36M | 0.67% | −2,000−23.0% | Reduced |
| Alberta Investment Management Corp | 6,700 | $4.36M | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,725 | $4.37M | 0.04% | −234−3.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,750 | $4.39M | 0.03% | +2,218+48.9% | Added |
| Stansberry Asset Management, LLC | 6,750 | $4.39M | 0.59% | +1,136+20.2% | Added |
| Longbow Finance SA | 6,855 | $4.46M | 0.45% | +6,855 | New |
| Sofos Investments, Inc. | 7,000 | $4.46M | 0.60% | +3,498+99.9% | Added |
| Jennison Associates LLC | 6,901 | $4.49M | 0.00% | −1,772−20.4% | Reduced |
| L1 Capital International Pty Ltd | 7,025 | $4.49M | 2.00% | −4,984−41.5% | Reduced |
| First Foundation Advisors | 6,931 | $4.51M | 0.18% | +418+6.4% | Added |
| Guardian Capital LP | 6,945 | $4.51M | 0.16% | −150−2.1% | Reduced |
| Evergreen Private Wealth LLC | 6,954 | $4.52M | 2.26% | −3,307−32.2% | Reduced |
| Rench Wealth Management, Inc. | 6,975 | $4.53M | 1.74% | +6,975 | New |
| Moody Lynn & Lieberson, LLC | 6,979 | $4.54M | 0.31% | −65−0.9% | Reduced |
| Balyasny Asset Management LLC | 7,035 | $4.57M | 0.01% | +5,474+350.7% | Added |
| Scholtz & Company, LLC | 7,076 | $4.60M | 2.03% | +262+3.8% | Added |
| Atria Wealth Solutions, Inc. | 7,104 | $4.62M | 0.05% | +369+5.5% | Added |
| Cullinan Associates Inc | 7,110 | $4.62M | 0.26% | −1,895−21.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,121 | $4.63M | 0.23% | +558+8.5% | Added |
| Beacon Pointe Advisors, LLC | 7,135 | $4.64M | 0.05% | −1,585−18.2% | Reduced |
| Logan Capital Management Inc | 7,171 | $4.66M | 0.20% | −266−3.6% | Reduced |
| Private Advisor Group, LLC | 7,200 | $4.68M | 0.03% | −36−0.5% | Reduced |
| Lecap Asset Management Ltd | 7,276 | $4.73M | 0.98% | +7,276 | New |
| Chesley Taft & Associates LLC | 7,300 | $4.75M | 0.24% | −80−1.1% | Reduced |
| Altrafin AG | 7,317 | $4.76M | 1.72% | +171+2.4% | Added |
| Empower Advisory Group, LLC | 7,376 | $4.79M | 0.02% | +1,393+23.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,427 | $4.83M | 0.41% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,459 | $4.85M | 0.07% | −87−1.2% | Reduced |
| D.A. Davidson & Co. | 7,466 | $4.85M | 0.04% | −813−9.8% | Reduced |
| Change Path, LLC | 7,475 | $4.86M | 0.19% | +1,962+35.6% | Added |
| Federation des caisses Desjardins du Quebec | 7,625 | $4.86M | 0.04% | +2,787+57.6% | Added |
| Veriti Management LLC | 7,490 | $4.87M | 0.36% | +1,061+16.5% | Added |
| Legal Advantage Investments, Inc. | 7,553 | $4.91M | 2.75% | −1,170−13.4% | Reduced |
| Groupama Asset Managment | 3,875 | $4.92M | 0.09% | −4,708−54.9% | Reduced |
| Cypress Capital Group | 7,588 | $4.93M | 0.59% | −190−2.4% | Reduced |
| Meeder Asset Management Inc | 7,610 | $4.95M | 0.31% | −8,402−52.5% | Reduced |
| Canal Capital Management, LLC | 7,661 | $4.98M | 0.84% | +225+3.0% | Added |