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 |
|---|---|---|---|---|---|
| Fundamentun, LLC | 309 | $201.0K | 0.02% | +309 | New |
| Tyche Wealth Partners LLC | 310 | $201.5K | 0.05% | −486−61.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 310 | $201.5K | 0.02% | +310 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 310 | $201.5K | 0.05% | +310 | New |
| Stage Harbor Financial, LLC | 311 | $202.2K | 0.18% | +311 | New |
| Royal Fund Management, LLC | 313 | $203.4K | 0.02% | −500−61.5% | Reduced |
| Riverview Trust Co | 313 | $203.4K | 0.16% | +313 | New |
| Mirabella Financial Services LLP | 314 | $204.1K | 0.01% | +314 | New |
| Retirement Solution Inc. | 315 | $204.8K | 0.06% | +315 | New |
| Hemington Wealth Management | 314 | $205.0K | 0.07% | −6−1.9% | Reduced |
| Chesapeake Wealth Management | 318 | $206.7K | 0.08% | −19−5.6% | Reduced |
| AJOVista, LLC | 318 | $206.7K | 0.56% | 00.0% | Unchanged |
| Westmount Partners, LLC | 318 | $206.7K | 0.07% | +318 | New |
| Emerald Advisors, LLC | 318 | $207.0K | 0.04% | −13−3.9% | Reduced |
| Fiera Capital Corp | 319 | $207.3K | 0.00% | −1,004−75.9% | Reduced |
| Rothschild Investment LLC | 319 | $207.3K | 0.02% | +11+3.6% | Added |
| Claro Advisors LLC | 319 | $207.4K | 0.04% | −911−74.1% | Reduced |
| Ausdal Financial Partners, Inc. | 320 | $208.0K | 0.02% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 332 | $208.8K | 0.12% | −2−0.6% | Reduced |
| MGO Private Wealth, LLC | 322 | $209.3K | 0.13% | +322 | New |
| Navellier & Associates Inc | 323 | $209.9K | 0.03% | +323 | New |
| Blue Chip Partners, Inc. | 323 | $210.0K | 0.02% | +12+3.9% | Added |
| Girard Partners Ltd. | 323 | $210.2K | 0.02% | +323 | New |
| United Advisor Group, LLC | 324 | $210.6K | 0.08% | +324 | New |
| Jaffetilchin Investment Partners, LLC | 325 | $211.2K | 0.02% | +325 | New |
| Vantage Consulting Group Inc | 325 | $211.3K | 0.13% | −35−9.7% | Reduced |
| Park Place Capital Corp | 325 | $211.3K | 0.08% | −33−9.2% | Reduced |
| Great Valley Advisor Group, Inc. | 325 | $211.3K | 0.01% | +325 | New |
| Natixis Investment Managers International | 327 | $212.6K | 0.01% | −15−4.4% | Reduced |
| Barings LLC | 327 | $212.6K | 0.01% | +327 | New |
| LVW Advisors, LLC | 327 | $212.6K | 0.04% | +327 | New |
| AdvisorNet Financial, Inc | 327 | $212.6K | 0.02% | +32+10.8% | Added |
| Canvas Wealth Advisors, LLC | 347 | $212.8K | 0.07% | +347 | New |
| Pacitti Group Inc. | 327 | $212.8K | 0.12% | −10−3.0% | Reduced |
| Naples Global Advisors, LLC | 327 | $212.8K | 0.02% | −6−1.8% | Reduced |
| Balboa Wealth Partners | 328 | $213.3K | 0.07% | +328 | New |
| TCG Advisory Services, LLC | 330 | $214.5K | 0.01% | −15−4.3% | Reduced |
| Wrapmanager Inc | 331 | $215.2K | 0.06% | −19−5.4% | Reduced |
| Family Management Corp | 331 | $215.2K | 0.04% | +331 | New |
| Galvin, Gaustad & Stein, LLC | 332 | $215.7K | 0.02% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 332 | $215.8K | 0.05% | +2+0.6% | Added |
| Mayflower Financial Advisors, LLC | 334 | $217.1K | 0.04% | +334 | New |
| Prentice Wealth Management LLC | 335 | $217.8K | 0.08% | 00.0% | Unchanged |
| Bank of Stockton | 335 | $217.8K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 335 | $217.8K | 0.08% | +135+67.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 335 | $217.8K | 0.01% | +245+272.2% | Added |
| Wealth Group, Ltd. | 336 | $218.0K | 0.16% | +336 | New |
| Formidable Asset Management, LLC | 336 | $218.4K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 339 | $220.5K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 343 | $220.5K | 0.02% | −40−10.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 348 | $221.5K | 0.04% | −18−4.9% | Reduced |
| Beacon Financial Strategies CORP | 341 | $221.7K | 0.16% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 341 | $221.7K | 0.17% | +341 | New |
| MEMBERS Trust Co | 342 | $222.3K | 0.01% | −12−3.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 344 | $223.6K | 0.02% | −29−7.8% | Reduced |
| NTV Asset Management LLC | 344 | $223.6K | 0.03% | +344 | New |
| Quadrant Private Wealth Management, LLC | 345 | $224.3K | 0.06% | −11−3.1% | Reduced |
| Aviso Wealth Management | 345 | $224.3K | 0.14% | +345 | New |
| Clarkston Capital Partners, LLC | 346 | $224.9K | 0.00% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 346 | $224.9K | 0.07% | +3+0.9% | Added |
| Vicus Capital | 347 | $225.5K | 0.02% | +347 | New |
| Proequities, Inc. | 347 | $225.6K | 0.01% | +112+47.7% | Added |
| Leo Wealth, LLC | 349 | $226.5K | 0.02% | +29+9.1% | Added |
| Castle Rock Wealth Management, LLC | 369 | $227.0K | 0.06% | +1+0.3% | Added |
| Sunflower Bank, N.A. | 350 | $227.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 350 | $227.6K | 0.02% | −9−2.5% | Reduced |
| GoalFusion Wealth Management, LLC | 351 | $227.8K | 0.15% | +1+0.3% | Added |
| Ssi Investment Management LLC | 352 | $228.8K | 0.02% | −3−0.8% | Reduced |
| Capital Wealth Planning, LLC | 352 | $228.8K | 0.00% | +352 | New |
| Farmers & Merchants Trust Co of Long Beach | 352 | $228.8K | 0.06% | +352 | New |
| Azzad Asset Management Inc | 352 | $229.1K | 0.03% | +3+0.9% | Added |
| Apexium Financial, LP | 354 | $230.1K | 0.02% | +354 | New |
| Harbour Investments, Inc. | 354 | $230.3K | 0.01% | +43+13.8% | Added |
| Twelve Points Wealth Management LLC | 355 | $230.8K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 356 | $231.4K | 0.02% | −22−5.8% | Reduced |
| Pacific Global Investment Management CO | 358 | $232.4K | 0.04% | +1+0.3% | Added |
| Successful Portfolios LLC | 358 | $232.7K | 0.16% | 00.0% | Unchanged |
| Associated Banc-Corp | 361 | $234.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 362 | $235.3K | 0.07% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 363 | $235.8K | 0.06% | +1+0.3% | Added |
| Heritage Investment Group, Inc. | 362 | $236.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 364 | $236.6K | 0.01% | +364 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 365 | $237.3K | 0.10% | +35+10.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 368 | $239.2K | 0.04% | +12+3.4% | Added |
| Renasant Bank | 369 | $239.8K | 0.17% | −7−1.9% | Reduced |
| Coastline Trust Co | 371 | $241.2K | 0.03% | −190−33.9% | Reduced |
| BEAM Asset Management, LLC | 371 | $241.3K | 0.14% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 395 | $241.8K | 0.19% | −41−9.4% | Reduced |
| Crown Wealth Group, LLC | 372 | $241.8K | 0.12% | +18+5.1% | Added |
| Opal Wealth Advisors, LLC | 372 | $241.8K | 0.08% | +34+10.1% | Added |
| Guardian Wealth Advisors, LLC | 372 | $241.8K | 0.03% | +46+14.1% | Added |
| Tandem Investment Advisors, Inc. | 373 | $242.0K | 0.01% | +373 | New |
| Boothbay Fund Management, LLC | 375 | $243.8K | 0.01% | −5,754−93.9% | Reduced |
| Group One Trading, L.P. | 375 | $243.8K | 0.01% | −614−62.1% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $243.8K | 0.06% | −50−11.8% | Reduced |
| Founders Financial Alliance, LLC | 376 | $244.2K | 0.07% | −59−13.6% | Reduced |
| Financial Network Wealth Advisors LLC | 376 | $244.4K | 0.24% | +1+0.3% | Added |
| Source Financial Advisors LLC | 376 | $244.5K | 0.07% | +3+0.8% | Added |
| Ameritas Advisory Services, LLC | 395 | $244.7K | 0.01% | −15−3.7% | Reduced |
| Gallacher Capital Management LLC | 377 | $245.1K | 0.12% | +377 | New |