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
- 1,944
- +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
- 735 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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 48 | $31.2K | 0.00% | +2+4.3% | Added |
| Cape Investment Advisory, Inc. | 50 | $32.5K | 0.02% | −5−9.1% | Reduced |
| Albion Financial Group | 50 | $32.5K | 0.00% | −4−7.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 50 | $32.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 50 | $33.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 52 | $33.8K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 53 | $34.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $35.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $35.1K | 0.01% | +7+14.9% | Added |
| Bogart Wealth, LLC | 55 | $35.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 59 | $35.9K | 0.02% | −1−1.7% | Reduced |
| Sachetta, LLC | 62 | $38.8K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 65 | $41.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 64 | $41.6K | 0.00% | +47+276.5% | Added |
| Spectrum Wealth Counsel, LLC | 65 | $42.3K | 0.01% | −3−4.4% | Reduced |
| Tidemark, LLC | 65 | $42.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $42.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 69 | $44.9K | 0.00% | +2+3.0% | Added |
| Fernwood Investment Management, LLC | 70 | $45.5K | 0.01% | +70 | New |
| West Paces Advisors Inc. | 72 | $46.8K | 0.01% | −42−36.8% | Reduced |
| First United Bank Trust | 74 | $48.1K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 77 | $50.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 79 | $51.4K | 0.01% | +79 | New |
| Key Financial Inc | 80 | $52.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $52.2K | 0.02% | −29−25.9% | Reduced |
| Webster Bank, N. A. | 81 | $52.6K | 0.01% | +16+24.6% | Added |
| SOA Wealth Advisors, LLC. | 84 | $54.6K | 0.01% | −50−37.3% | Reduced |
| Paladin Advisory Group, LLC | 87 | $55.7K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 87 | $56.7K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 88 | $57.5K | 0.02% | −10−10.2% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $57.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $58.5K | 0.05% | −17−15.9% | Reduced |
| Toth Financial Advisory Corp | 90 | $58.6K | 0.01% | −12−11.8% | Reduced |
| Continuum Advisory, LLC | 94 | $58.9K | 0.01% | +94 | New |
| Financial Management Professionals, Inc. | 92 | $60.0K | 0.01% | −49−34.8% | Reduced |
| Horizon Bancorp Inc | 93 | $60.0K | 0.03% | −5−5.1% | Reduced |
| EntryPoint Capital, LLC | 93 | $60.5K | 0.05% | +93 | New |
| Operose Advisors LLC | 95 | $61.8K | 0.02% | −84−46.9% | Reduced |
| Ofi Invest Asset Management | 105 | $63.2K | 0.00% | +6+6.1% | Added |
| DecisionPoint Financial, LLC | 100 | $63.7K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 99 | $64.3K | 0.02% | +99 | New |
| Palisade Asset Management, LLC | 100 | $65.0K | 0.01% | +100 | New |
| Addison Advisors LLC | 102 | $66.3K | 0.02% | +2+2.0% | Added |
| Deseret Mutual Benefit Administrators | 106 | $68.9K | 0.03% | −2−1.9% | Reduced |
| Wunderlich Capital Managemnt | 107 | $69.5K | 0.03% | −2−1.8% | Reduced |
| Custom Portfolio Group LLC | 107 | $69.5K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $70.0K | 0.00% | −2−1.8% | Reduced |
| SJS Investment Consulting Inc. | 108 | $70.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 108 | $70.2K | 0.02% | +108 | New |
| Caitlin John, LLC | 112 | $72.9K | 0.06% | −3−2.6% | Reduced |
| Center for Financial Planning, Inc. | 115 | $74.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 119 | $77.3K | 0.05% | +48+67.6% | Added |
| Mizuho Securities Co. Ltd. | 120 | $78.0K | 0.43% | +100+500.0% | Added |
| Larson Financial Group LLC | 121 | $78.7K | 0.01% | +5+4.3% | Added |
| Mendota Financial Group, LLC | 122 | $79.3K | 0.05% | −207−62.9% | Reduced |
| Princeton Global Asset Management LLC | 123 | $79.9K | 0.02% | −4−3.1% | Reduced |
| Redmont Wealth Advisors LLC | 124 | $80.6K | 0.11% | +124 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 125 | $81.3K | 0.16% | +125 | New |
| Global Financial Private Client, LLC | 129 | $82.5K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 131 | $85.0K | 0.00% | +9+7.4% | Added |
| Private Wealth Management Group, LLC | 131 | $85.2K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $90.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 139 | $90.5K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $98.0K | 0.04% | −12−7.4% | Reduced |
| Wellington Shields & Co., LLC | 151 | $98.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 152 | $98.8K | 0.00% | −2−1.3% | Reduced |
| Avalon Trust Co | 157 | $102.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 160 | $104.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 168 | $109.2K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 162 | $115.0K | 0.01% | +14+9.5% | Added |
| Indiana Trust & Investment Management CO | 180 | $117.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 180 | $117.1K | 0.01% | +70+63.6% | Added |
| General Partner, Inc. | 187 | $121.5K | 0.08% | +187 | New |
| Farmers & Merchants Investments Inc | 190 | $123.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 190 | $123.5K | 0.04% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 195 | $126.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 197 | $128.1K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $128.1K | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 200 | $130.0K | 0.10% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 201 | $130.7K | 0.13% | +201 | New |
| Islay Capital Management, LLC | 205 | $133.3K | 0.10% | 00.0% | Unchanged |
| First Manhattan Co | 219 | $142.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 225 | $144.1K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 227 | $147.6K | 0.10% | +1+0.4% | Added |
| Delta Asset Management LLC | 230 | $149.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 231 | $150.0K | 0.01% | +33+16.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 233 | $151.6K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 234 | $151.8K | 0.08% | +144+160.0% | Added |
| Hexagon Capital Partners LLC | 235 | $152.8K | 0.03% | +22+10.3% | Added |
| McIlrath & Eck, LLC | 241 | $156.9K | 0.02% | +106+78.5% | Added |
| DT Investment Partners, LLC | 246 | $159.9K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 265 | $172.3K | 0.12% | −13−4.7% | Reduced |
| Valley National Advisers Inc | 274 | $178.0K | 0.03% | +15+5.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 290 | $188.5K | 0.04% | +2+0.7% | Added |
| Raleigh Capital Management Inc. | 293 | $190.4K | 0.08% | +164+127.1% | Added |
| Cetera Trust Company, N.A | 293 | $190.4K | 0.11% | 00.0% | Unchanged |
| Planning Capital Management Corp | 293 | $190.5K | 0.14% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 293 | $190.6K | 0.07% | −141−32.5% | Reduced |
| Aureus Asset Management, LLC | 309 | $200.8K | 0.01% | +309 | New |