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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Mirabaud Asset Management Ltd | 11,622 | $7.55M | 3.05% | −1,455−11.1% | Reduced |
| Jacobs & Co | 11,700 | $7.61M | 0.81% | −202−1.7% | Reduced |
| TownSquare Capital, LLC | 11,737 | $7.63M | 0.11% | +842+7.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 11,773 | $7.65M | 1.61% | −701−5.6% | Reduced |
| Advisory Services Network, LLC | 11,779 | $7.66M | 0.17% | +368+3.2% | Added |
| Phoenix Holdings Ltd. | 11,878 | $7.71M | 0.11% | +9,734+454.0% | Added |
| Madison Asset Management, LLC | 11,913 | $7.74M | 0.10% | −321−2.6% | Reduced |
| Verition Fund Management LLC | 11,956 | $7.77M | 0.07% | +1,497+14.3% | Added |
| First Western Trust Bank | 12,095 | $7.86M | 0.36% | −618−4.9% | Reduced |
| Norinchukin Bank, The | 12,201 | $7.93M | 0.24% | −253−2.0% | Reduced |
| Lindbrook Capital, LLC | 12,289 | $7.99M | 0.75% | −79−0.6% | Reduced |
| Fulcrum Capital LLC | 12,548 | $8.16M | 1.94% | −119−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,562 | $8.16M | 0.03% | −3,591−22.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,573 | $8.17M | 0.90% | −1,699−11.9% | Reduced |
| Eagle Capital Management, LLC | 12,663 | $8.23M | 3.70% | −99−0.8% | Reduced |
| Kingfisher Capital LLC | 12,880 | $8.37M | 2.02% | −205−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 13,301 | $8.40M | 0.06% | +3,155+31.1% | Added |
| Teamwork Financial Advisors, LLC | 13,128 | $8.53M | 1.31% | +13,128 | New |
| GAM Holding AG | 13,366 | $8.69M | 0.63% | +7,493+127.6% | Added |
| Unio Capital LLC | 13,605 | $8.84M | 3.89% | −370−2.6% | Reduced |
| Cyrus J. Lawrence, LLC | 13,666 | $8.88M | 1.97% | +13,666 | New |
| Fukoku Mutual Life Insurance Co | 13,691 | $8.90M | 0.70% | −59−0.4% | Reduced |
| MAI Capital Management | 13,698 | $8.90M | 0.09% | +8,205+149.4% | Added |
| Walleye Capital LLC | 13,820 | $8.98M | 0.10% | +13,820 | New |
| BTC Capital Management, Inc. | 13,907 | $9.04M | 0.83% | +13,907 | New |
| Elk River Wealth Management, LLC | 13,912 | $9.04M | 1.84% | −1,397−9.1% | Reduced |
| Oak Ridge Investments LLC | 13,928 | $9.05M | 0.91% | +592+4.4% | Added |
| Chartwell Investment Partners, LLC | 13,976 | $9.08M | 0.31% | −581−4.0% | Reduced |
| L & S Advisors Inc | 14,001 | $9.10M | 1.03% | −1,338−8.7% | Reduced |
| New Mexico Educational Retirement Board | 14,078 | $9.15M | 0.33% | −500−3.4% | Reduced |
| Toroso Investments, LLC | 14,136 | $9.19M | 0.16% | +4,182+42.0% | Added |
| Thrivent Financial for Lutherans | 14,159 | $9.20M | 0.02% | −35−0.2% | Reduced |
| Parkwood LLC | 14,229 | $9.25M | 0.98% | +9,038+174.1% | Added |
| Metis Global Partners, LLC | 14,356 | $9.33M | 0.34% | +182+1.3% | Added |
| Marsico Capital Management LLC | 14,365 | $9.34M | 0.31% | 00.0% | Unchanged |
| American Money Management, LLC | 14,404 | $9.36M | 1.95% | −282−1.9% | Reduced |
| Picton Mahoney Asset Management | 14,425 | $9.38M | 0.39% | +21+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 14,489 | $9.42M | 0.27% | +166+1.2% | Added |
| CWA Asset Management Group, LLC | 14,565 | $9.47M | 0.58% | +1,191+8.9% | Added |
| Stephens Inc | 14,604 | $9.49M | 0.15% | −1,221−7.7% | Reduced |
| Pitcairn Co | 14,626 | $9.51M | 0.62% | −142−1.0% | Reduced |
| LMCG Investments, LLC | 14,680 | $9.54M | 0.56% | −92−0.6% | Reduced |
| Cornerstone Advisors, LLC | 14,900 | $9.69M | 0.40% | −500−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 14,983 | $9.74M | 0.09% | +685+4.8% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $9.75M | 2.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,055 | $9.79M | 0.01% | +8,735+138.2% | Added |
| Addenda Capital Inc. | 15,168 | $9.86M | 0.37% | −976−6.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,257 | $9.92M | 0.20% | −111−0.7% | Reduced |
| Quantinno Capital Management LP | 15,339 | $9.97M | 0.22% | +625+4.2% | Added |
| Pinnacle Financial Partners Inc | 15,425 | $10.0M | 0.22% | +1,053+7.3% | Added |
| SYSTM Wealth Solutions LLC | 15,611 | $10.1M | 1.28% | +615+4.1% | Added |
| Boston Private Wealth LLC | 15,650 | $10.2M | 0.23% | −1,425−8.3% | Reduced |
| Tocqueville Asset Management L.P. | 15,677 | $10.2M | 0.17% | −60.0% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,685 | $10.2M | 2.49% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 16,351 | $10.3M | 1.15% | −3,700−18.5% | Reduced |
| Twin Tree Management, LP | 15,914 | $10.3M | 0.23% | −7,538−32.1% | Reduced |
| Thematics Asset Management | 16,059 | $10.4M | 0.43% | +478+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 16,113 | $10.5M | 0.01% | −1,099−6.4% | Reduced |
| Wolverine Trading, LLC | 16,123 | $10.5M | 0.11% | +6,471+67.0% | Added |
| Natixis | 16,196 | $10.5M | 0.06% | −16,811−50.9% | Reduced |
| NEOS Investment Management LLC | 16,311 | $10.6M | 0.66% | +2,701+19.8% | Added |
| Acadian Asset Management LLC | 16,327 | $10.6M | 0.04% | +6,266+62.3% | Added |
| CWM, LLC | 16,407 | $10.7M | 0.05% | +1,871+12.9% | Added |
| Securian Asset Management, Inc | 16,489 | $10.7M | 0.31% | −1,263−7.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,649 | $10.8M | 0.16% | −1,267−7.1% | Reduced |
| Headinvest, LLC | 16,707 | $10.9M | 2.12% | −1,312−7.3% | Reduced |
| Central Bank & Trust Co | 16,745 | $10.9M | 1.55% | −1,584−8.6% | Reduced |
| Ithaka Group LLC | 16,768 | $10.9M | 2.05% | −1,212−6.7% | Reduced |
| Motco | 16,784 | $10.9M | 0.65% | −341−2.0% | Reduced |
| Azimuth Capital Investment Management LLC | 16,825 | $10.9M | 0.45% | +60+0.4% | Added |
| Allianz SE | 16,839 | $10.9M | 0.34% | +16,839 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,941 | $11.0M | 0.21% | +3,081+22.2% | Added |
| 2Xideas AG | 16,976 | $11.0M | 1.35% | −4,213−19.9% | Reduced |
| Evexia Wealth LLC | 17,804 | $11.1M | 4.55% | +1,122+6.7% | Added |
| GHP Investment Advisors, Inc. | 17,152 | $11.1M | 0.55% | −262−1.5% | Reduced |
| Citizens Financial Group Inc | 17,313 | $11.3M | 0.38% | +1,379+8.7% | Added |
| Bailard, Inc. | 17,402 | $11.3M | 0.31% | −753−4.1% | Reduced |
| Amica Mutual Insurance Co | 17,516 | $11.4M | 1.16% | −1,287−6.8% | Reduced |
| Banque Cantonale Vaudoise | 17,677 | $11.5M | 0.45% | −1,468−7.7% | Reduced |
| XXEC, Inc. | 17,730 | $11.5M | 8.67% | 00.0% | Unchanged |
| Financial Counselors Inc | 17,763 | $11.5M | 0.19% | −261−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 17,903 | $11.6M | 0.18% | −18−0.1% | Reduced |
| Impax Asset Management Group plc | 17,959 | $11.7M | 0.04% | −8,178−31.3% | Reduced |
| Jane Street Group, LLC | 18,049 | $11.7M | 0.02% | −45,275−71.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,061 | $11.7M | 0.78% | +263+1.5% | Added |
| Hartford Investment Management Co | 18,098 | $11.8M | 0.42% | −788−4.2% | Reduced |
| Huntington National Bank | 18,333 | $11.9M | 0.10% | +1,013+5.8% | Added |
| Advisors Asset Management, Inc. | 18,386 | $12.0M | 0.23% | +1,081+6.2% | Added |
| GWM Advisors LLC | 18,396 | $12.0M | 0.10% | +1,280+7.5% | Added |
| Sara-Bay Financial | 18,774 | $12.0M | 5.39% | +64+0.3% | Added |
| Hantz Financial Services, Inc. | 18,810 | $12.2M | 0.24% | −667−3.4% | Reduced |
| Ieq Capital, LLC | 18,969 | $12.3M | 0.18% | +725+4.0% | Added |
| Glenmede Trust Co NA | 18,989 | $12.3M | 0.06% | −26−0.1% | Reduced |
| Montag A & Associates Inc | 19,630 | $12.8M | 0.64% | +159+0.8% | Added |
| Patten & Patten Inc | 19,640 | $12.8M | 0.91% | −12−0.1% | Reduced |
| Bessemer Group Inc | 19,676 | $12.8M | 0.02% | +2,450+14.2% | Added |
| Arcadia Investment Management Corp | 19,734 | $12.8M | 2.27% | −225−1.1% | Reduced |
| Shell Asset Management Co | 19,660 | $12.9M | 0.59% | −1,688−7.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 19,883 | $12.9M | 0.30% | −1,540−7.2% | Reduced |
| Global X Japan Co., Ltd. | 19,911 | $12.9M | 2.75% | +17,411+696.4% | Added |