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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 19,945 | $13.0M | 0.30% | −280−1.4% | Reduced |
| Barlow Wealth Partners, Inc. | 21,020 | $13.1M | 1.78% | −4,025−16.1% | Reduced |
| Calamos Wealth Management LLC | 20,107 | $13.1M | 0.74% | +307+1.6% | Added |
| Maryland State Retirement & Pension System | 21,350 | $13.1M | 0.26% | +82+0.4% | Added |
| Bokf, NA | 20,539 | $13.1M | 0.24% | +2,171+11.8% | Added |
| QRG Capital Management, Inc. | 20,288 | $13.2M | 0.17% | +3,869+23.6% | Added |
| Laurus Investment Counsel Inc. | 15,050 | $13.3M | 4.65% | −11,605−43.5% | Reduced |
| First Long Island Investors, LLC | 20,400 | $13.3M | 1.10% | 00.0% | Unchanged |
| Trajan Wealth LLC | 20,504 | $13.3M | 0.90% | +20,504 | New |
| Cohen Klingenstein LLC | 20,600 | $13.4M | 0.50% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 20,792 | $13.5M | 0.29% | +11,919+134.3% | Added |
| Hamilton Capital Partners Inc. | 20,819 | $13.5M | 1.64% | +8,242+65.5% | Added |
| Liberty Capital Management, Inc. | 20,850 | $13.6M | 3.34% | −723−3.4% | Reduced |
| Sheets Smith Wealth Management | 21,219 | $13.8M | 1.54% | +5,222+32.6% | Added |
| Kentucky Retirement Systems | 21,259 | $13.8M | 0.41% | −1,165−5.2% | Reduced |
| YHB Investment Advisors, Inc. | 21,527 | $14.0M | 1.24% | −163−0.8% | Reduced |
| Northstar Asset Management Inc | 21,586 | $14.0M | 2.46% | −4,165−16.2% | Reduced |
| Polar Capital Holdings Plc | 21,707 | $14.1M | 0.09% | −17,833−45.1% | Reduced |
| JGP Wealth Management, LLC | 22,059 | $14.3M | 2.08% | +19,570+786.3% | Added |
| First Horizon Advisors, Inc. | 22,303 | $14.5M | 0.45% | −518−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 22,449 | $14.6M | 0.35% | −28,193−55.7% | Reduced |
| Sienna Gestion | 22,709 | $14.8M | 1.35% | +22,709 | New |
| Parallel Advisors, LLC | 23,102 | $15.0M | 0.41% | −305−1.3% | Reduced |
| Gratus Capital LLC | 23,256 | $15.1M | 0.70% | +437+1.9% | Added |
| Crossmark Global Holdings, Inc. | 23,258 | $15.1M | 0.29% | +4,455+23.7% | Added |
| HFR Wealth Management, LLC | 23,278 | $15.1M | 3.83% | −110−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 23,329 | $15.2M | 0.27% | +9,359+67.0% | Added |
| Bamco Inc | 23,419 | $15.2M | 0.04% | +5,928+33.9% | Added |
| Ethic Inc. | 23,447 | $15.2M | 0.39% | +2,176+10.2% | Added |
| Trust Co of Vermont | 23,456 | $15.2M | 0.85% | +383+1.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 23,656 | $15.4M | 0.49% | +4,826+25.6% | Added |
| Oregon Public Employees Retirement Fund | 23,948 | $15.6M | 0.31% | +2,069+9.5% | Added |
| Rockefeller Capital Management L.P. | 24,028 | $15.6M | 0.05% | +4,178+21.0% | Added |
| Makena Capital Management LLC | 24,052 | $15.6M | 3.64% | −659−2.7% | Reduced |
| Zevenbergen Capital Investments LLC | 24,071 | $15.6M | 0.33% | +25+0.1% | Added |
| Aptus Capital Advisors, LLC | 24,133 | $15.7M | 0.34% | +1,858+8.3% | Added |
| Alley Investment Management Company, LLC | 24,148 | $15.7M | 2.16% | −2,434−9.2% | Reduced |
| JustInvest LLC | 24,259 | $15.8M | 0.34% | +4,463+22.5% | Added |
| Cary Street Partner Investment Advisory LLC | 24,429 | $15.9M | 0.67% | −2,810−10.3% | Reduced |
| Bryn Mawr Trust Co | 24,558 | $16.0M | 0.61% | +24,558 | New |
| Middleton & Co Inc | 24,759 | $16.1M | 1.86% | −1,127−4.4% | Reduced |
| Atria Investments LLC | 24,927 | $16.2M | 0.22% | −1,211−4.6% | Reduced |
| Appleton Partners Inc | 25,027 | $16.3M | 1.26% | −2,282−8.4% | Reduced |
| AMF Pensionsforsakring AB | 25,247 | $16.4M | 0.12% | −40,505−61.6% | Reduced |
| Elo Mutual Pension Insurance Co | 25,578 | $16.6M | 0.39% | +1,109+4.5% | Added |
| Sycomore Asset Management | 25,514 | $16.6M | 3.64% | +9,058+55.0% | Added |
| Commerce Bank | 25,586 | $16.6M | 0.11% | −925−3.5% | Reduced |
| Van Eck Associates Corp | 25,621 | $16.7M | 0.03% | −2,023−7.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,822 | $16.8M | 0.19% | +4,896+23.4% | Added |
| Gabelli Funds LLC | 25,927 | $16.9M | 0.12% | +24+0.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 25,999 | $16.9M | 0.52% | +318+1.2% | Added |
| Profund Advisors LLC | 26,054 | $16.9M | 0.66% | −1,111−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,708 | $17.4M | 0.07% | +1,952+7.9% | Added |
| Earnest Partners LLC | 26,843 | $17.4M | 0.08% | −23,076−46.2% | Reduced |
| iA Global Asset Management Inc. | 26,977 | $17.5M | 0.36% | −976−3.5% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 27,049 | $17.6M | 4.54% | −3,227−10.7% | Reduced |
| Illinois Municipal Retirement Fund | 27,264 | $17.7M | 0.27% | +10,771+65.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,268 | $17.7M | 0.05% | +3,266+13.6% | Added |
| Congress Wealth Management LLC | 27,636 | $18.0M | 0.31% | +252+0.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 27,676 | $18.0M | 1.50% | +137+0.5% | Added |
| Mercer Global Advisors Inc | 27,550 | $18.0M | 0.05% | +2,641+10.6% | Added |
| Credit Agricole S A | 30,197 | $18.4M | 0.31% | +7,514+33.1% | Added |
| Overbrook Management Corp | 28,336 | $18.4M | 4.95% | −7,964−21.9% | Reduced |
| Copeland Capital Management, LLC | 28,733 | $18.7M | 0.34% | +2,107+7.9% | Added |
| Lido Advisors, LLC | 29,021 | $18.9M | 0.17% | +12,748+78.3% | Added |
| Abner Herrman & Brock LLC | 29,226 | $19.0M | 2.37% | −390−1.3% | Reduced |
| Jupiter Asset Management Ltd | 29,270 | $19.0M | 0.18% | +4,858+19.9% | Added |
| Millennium Management LLC | 29,284 | $19.0M | 0.02% | +79+0.3% | Added |
| Forte Capital LLC | 29,388 | $19.1M | 2.36% | −685−2.3% | Reduced |
| Lyell Wealth Management, LP | 29,400 | $19.1M | 1.94% | −261−0.9% | Reduced |
| Westpac Banking Corp | 29,827 | $19.4M | 1.48% | −1,949−6.1% | Reduced |
| Segment Wealth Management, LLC | 30,217 | $19.6M | 1.49% | +1,092+3.7% | Added |
| Prudential PLC | 30,322 | $19.7M | 0.16% | +14,451+91.1% | Added |
| Janney Montgomery Scott LLC | 30,395 | $19.8M | 0.06% | +948+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,216 | $20.3M | 0.03% | −721−2.3% | Reduced |
| Montag & Caldwell, LLC | 31,586 | $20.5M | 3.54% | −875−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 31,888 | $20.7M | 0.05% | −43,516−57.7% | Reduced |
| Gulf International Bank (UK) Ltd | 31,997 | $20.8M | 0.52% | +891+2.9% | Added |
| Tiaa Trust, National Association | 32,113 | $20.9M | 0.06% | −372−1.1% | Reduced |
| Raub Brock Capital Management LP | 32,162 | $20.9M | 4.43% | −2,556−7.4% | Reduced |
| Cim, LLC | 32,197 | $20.9M | 3.17% | −373−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 32,274 | $21.0M | 0.60% | +791+2.5% | Added |
| Sit Investment Associates Inc | 32,720 | $21.3M | 0.49% | −2,345−6.7% | Reduced |
| Talbot Financial, LLC | 33,194 | $21.6M | 2.89% | −94−0.3% | Reduced |
| Citadel Advisors LLC | 33,442 | $21.7M | 0.02% | −39,270−54.0% | Reduced |
| Harvest Portfolios Group Inc. | 33,851 | $22.0M | 0.86% | −2,064−5.7% | Reduced |
| Rockland Trust Co | 34,857 | $22.7M | 1.19% | −1,593−4.4% | Reduced |
| M&G Plc | 35,106 | $22.8M | 0.14% | +35,106 | New |
| Steel Peak Wealth Management LLC | 35,621 | $23.2M | 1.19% | +1,230+3.6% | Added |
| Allen Investment Management LLC | 35,640 | $23.2M | 0.29% | +7,536+26.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 35,714 | $23.2M | 0.79% | −296−0.8% | Reduced |
| 1832 Asset Management L.P. | 35,912 | $23.3M | 0.04% | −10,384−22.4% | Reduced |
| RMB Capital Management, LLC | 36,422 | $23.7M | 0.54% | −3,722−9.3% | Reduced |
| AQR Capital Management LLC | 36,766 | $23.9M | 0.04% | +211+0.6% | Added |
| Pacer Advisors, Inc. | 36,891 | $24.0M | 0.06% | −712−1.9% | Reduced |
| Sapient Capital LLC | 36,966 | $24.0M | 0.53% | +540+1.5% | Added |
| Jasper Ridge Partners, L.P. | 37,165 | $24.2M | 0.76% | +55+0.1% | Added |
| Mutual of America Capital Management LLC | 37,718 | $24.5M | 0.26% | +216+0.6% | Added |
| Whittier Trust Co | 37,753 | $24.5M | 0.36% | +819+2.2% | Added |
| Yousif Capital Management, LLC | 38,035 | $24.7M | 0.27% | −679−1.8% | Reduced |