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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 7,701 | $5.01M | 0.35% | +7,701 | New |
| Parsons Capital Management Inc | 7,728 | $5.02M | 0.34% | −124−1.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,748 | $5.04M | 0.38% | −505−6.1% | Reduced |
| Plato Investment Management Ltd | 7,749 | $5.04M | 0.52% | +7,030+977.7% | Added |
| Sumitomo Life Insurance Co | 7,824 | $5.09M | 0.13% | −210−2.6% | Reduced |
| City Holding Co | 7,961 | $5.17M | 0.78% | +470+6.3% | Added |
| Papp L Roy & Associates | 8,055 | $5.24M | 0.62% | −41−0.5% | Reduced |
| Vinva Investment Management Ltd | 8,077 | $5.25M | 0.30% | −451−5.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,080 | $5.25M | 3.54% | −45−0.6% | Reduced |
| Ninety One SA (PTY) Ltd | 8,088 | $5.26M | 0.76% | −583−6.7% | Reduced |
| Letson Investment Management, Inc. | 8,136 | $5.29M | 2.24% | −45−0.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 8,149 | $5.30M | 0.85% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 8,183 | $5.32M | 2.12% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 8,192 | $5.32M | 0.90% | +6,472+376.3% | Added |
| Watchman Group, Inc. | 8,204 | $5.33M | 1.61% | −47−0.6% | Reduced |
| Beacon Investment Advisors LLC | 8,247 | $5.36M | 3.06% | +31+0.4% | Added |
| Motley Fool Asset Management LLC | 8,272 | $5.38M | 0.35% | +564+7.3% | Added |
| Account Management LLC | 8,279 | $5.38M | 5.81% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,354 | $5.43M | 0.20% | −22−0.3% | Reduced |
| FourThought Financial Partners, LLC | 8,385 | $5.45M | 0.62% | −189−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,443 | $5.49M | 0.09% | +239+2.9% | Added |
| Harbour Capital Advisors, LLC | 8,776 | $5.50M | 1.36% | +55+0.6% | Added |
| EFG Asset Management (Americas) Corp. | 8,476 | $5.51M | 1.68% | −1,066−11.2% | Reduced |
| AXS Investments LLC | 8,476 | $5.51M | 1.32% | +135+1.6% | Added |
| Howe & Rusling Inc | 8,514 | $5.53M | 0.53% | +435+5.4% | Added |
| Central Trust Co | 8,523 | $5.54M | 0.14% | −163−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,655 | $5.63M | 0.57% | +5,668+189.8% | Added |
| Sendero Wealth Management, LLC | 8,690 | $5.65M | 0.97% | −847−8.9% | Reduced |
| AdvisorShares Investments LLC | 8,715 | $5.66M | 0.95% | +3,230+58.9% | Added |
| Mission Wealth Management, LP | 8,774 | $5.70M | 0.15% | +5,107+139.3% | Added |
| Wambolt & Associates, LLC | 8,967 | $5.74M | 1.72% | +774+9.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,882 | $5.77M | 0.15% | +10+0.1% | Added |
| Quest Investment Management LLC | 8,893 | $5.78M | 0.65% | −16,066−64.4% | Reduced |
| Boston Financial Mangement LLC | 9,010 | $5.86M | 0.19% | +5+0.1% | Added |
| NewEdge Wealth, LLC | 9,631 | $5.91M | 0.13% | −1,096−10.2% | Reduced |
| Ellsworth Advisors, LLC | 9,540 | $5.93M | 1.70% | −12−0.1% | Reduced |
| Conning Inc. | 9,130 | $5.93M | 0.19% | +139+1.5% | Added |
| CIBC World Markets Inc. | 9,139 | $5.94M | 0.02% | +1,378+17.8% | Added |
| Stonegate Investment Group, LLC | 9,193 | $5.98M | 0.19% | +1,102+13.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,238 | $6.00M | 0.41% | −746−7.5% | Reduced |
| Greenleaf Trust | 9,255 | $6.02M | 0.06% | −857−8.5% | Reduced |
| Snowden Capital Advisors LLC | 9,265 | $6.02M | 0.19% | −736−7.4% | Reduced |
| TD Private Client Wealth LLC | 9,265 | $6.02M | 0.20% | −328−3.4% | Reduced |
| First Hawaiian Bank | 9,435 | $6.13M | 0.19% | −2,389−20.2% | Reduced |
| Apollon Wealth Management, LLC | 9,466 | $6.15M | 0.19% | +275+3.0% | Added |
| Everence Capital Management Inc | 9,500 | $6.17M | 0.41% | +670+7.6% | Added |
| M. Kulyk & Associates, LLC | 9,531 | $6.20M | 1.44% | −433−4.3% | Reduced |
| Kestra Advisory Services, LLC | 9,540 | $6.20M | 0.04% | +696+7.9% | Added |
| Douglass Winthrop Advisors, LLC | 9,571 | $6.22M | 0.13% | −15−0.2% | Reduced |
| Broadleaf Partners, LLC | 9,587 | $6.23M | 1.60% | −5,337−35.8% | Reduced |
| Redmond Asset Management, LLC | 9,652 | $6.27M | 1.99% | −244−2.5% | Reduced |
| Bouvel Investment Partners, LLC | 9,668 | $6.28M | 2.71% | −48−0.5% | Reduced |
| GTS Securities LLC | 9,681 | $6.29M | 0.17% | +9,182+1,840.1% | Added |
| PEAK6 Investments LLC | 9,717 | $6.32M | 0.31% | +2,244+30.0% | Added |
| First Nebraska Trust Co | 9,778 | $6.36M | 0.66% | −30−0.3% | Reduced |
| Bey-Douglas LLC | 9,785 | $6.36M | 6.08% | −139−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 9,901 | $6.43M | 0.58% | +4,914+98.5% | Added |
| Campbell Capital Management Inc | 9,905 | $6.44M | 2.84% | +905+10.1% | Added |
| Park Avenue Securities LLC | 9,929 | $6.45M | 0.08% | +3,016+43.6% | Added |
| Jump Financial, LLC | 9,949 | $6.47M | 0.18% | +8,387+536.9% | Added |
| Massmutual Trust Co FSB | 9,970 | $6.48M | 0.20% | +72+0.7% | Added |
| Center Lake Capital Management, LLC | 10,000 | $6.50M | 10.63% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,004 | $6.50M | 0.40% | +340+3.5% | Added |
| Duncker Streett & Co Inc | 10,023 | $6.52M | 1.29% | −500−4.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,090 | $6.56M | 0.63% | +179+1.8% | Added |
| Wetherby Asset Management Inc | 10,097 | $6.56M | 0.31% | −64−0.6% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.63M | 1.20% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 10,212 | $6.64M | 0.05% | +9,519+1,373.6% | Added |
| Sawgrass Asset Management LLC | 10,238 | $6.65M | 0.73% | −3,720−26.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,340 | $6.72M | 0.74% | +553+5.7% | Added |
| Dynamic Advisor Solutions LLC | 10,381 | $6.75M | 0.23% | −65−0.6% | Reduced |
| American National Bank | 10,442 | $6.79M | 0.90% | +331+3.3% | Added |
| Kinneret Advisory, LLC | 10,469 | $6.80M | 0.68% | −33−0.3% | Reduced |
| Two Point Capital Management, Inc. | 10,607 | $6.89M | 2.84% | +155+1.5% | Added |
| SeaTown Holdings Pte. Ltd. | 10,615 | $6.90M | 4.37% | −2,435−18.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,616 | $6.90M | 0.73% | +328+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 10,620 | $6.90M | 0.08% | +3,533+49.9% | Added |
| Flputnam Investment Management Co | 10,640 | $6.92M | 0.15% | +86+0.8% | Added |
| Raymond James Trust N.A. | 10,726 | $6.97M | 0.17% | +94+0.9% | Added |
| Silvercrest Asset Management Group LLC | 10,769 | $7.00M | 0.05% | +1,468+15.8% | Added |
| Trust Co of Virginia | 10,788 | $7.01M | 0.67% | −21−0.2% | Reduced |
| LGT Group Foundation | 10,844 | $7.05M | 0.17% | −4,137−27.6% | Reduced |
| HM Payson & Co | 10,850 | $7.05M | 0.13% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 11,000 | $7.15M | 3.74% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 11,029 | $7.17M | 0.55% | −2,149−16.3% | Reduced |
| Carderock Capital Management Inc | 11,071 | $7.20M | 2.02% | +482+4.6% | Added |
| Scotia Capital Inc. | 11,098 | $7.21M | 0.04% | +8+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 11,149 | $7.25M | 0.10% | −396−3.4% | Reduced |
| Marshall Wace, LLP | 11,165 | $7.26M | 0.01% | −118,159−91.4% | Reduced |
| Ameritas Investment Partners, Inc. | 11,172 | $7.26M | 0.25% | −86−0.8% | Reduced |
| Metropolitan Life Insurance Co | 11,291 | $7.34M | 0.32% | −117−1.0% | Reduced |
| Jessup Wealth Management, Inc | 11,291 | $7.34M | 3.14% | −228−2.0% | Reduced |
| Carmignac Gestion | 11,315 | $7.35M | 0.12% | −897−7.3% | Reduced |
| Donaldson Capital Management, LLC | 11,362 | $7.39M | 0.31% | +418+3.8% | Added |
| Stonebridge Capital Management Inc | 11,410 | $7.42M | 3.32% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 11,484 | $7.46M | 1.23% | −758−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 11,571 | $7.52M | 0.09% | −4,152−26.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,592 | $7.53M | 3.54% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 11,611 | $7.55M | 0.91% | −580−4.8% | Reduced |
| Oppenheimer & Co Inc | 11,620 | $7.55M | 0.13% | +433+3.9% | Added |