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 |
|---|---|---|---|---|---|
| Seldon Capital LP | 378 | $245.7K | 0.15% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 380 | $247.0K | 0.47% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 381 | $247.3K | 0.04% | −16−4.0% | Reduced |
| Revolve Wealth Partners, LLC | 383 | $248.9K | 0.04% | +383 | New |
| Compass Ion Advisors, LLC | 384 | $249.6K | 0.04% | 00.0% | Unchanged |
| Claret Asset Management Corp | 385 | $250.0K | 0.04% | −3−0.8% | Reduced |
| West Bancorporation Inc | 386 | $250.9K | 0.16% | −26−6.3% | Reduced |
| Angeles Wealth Management, LLC | 386 | $250.9K | 0.03% | +386 | New |
| Red Wave Investments LLC | 387 | $251.6K | 0.09% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 387 | $251.6K | 0.10% | +387 | New |
| GYL Financial Synergies, LLC | 388 | $252.2K | 0.02% | +27+7.5% | Added |
| Advus Financial Partners, LLC | 389 | $252.8K | 0.08% | +12+3.2% | Added |
| Quantum Financial Advisors, LLC | 392 | $254.5K | 0.05% | −9−2.2% | Reduced |
| Angeles Investment Advisors, LLC | 392 | $254.8K | 0.01% | +392 | New |
| Wade Financial Advisory, Inc | 397 | $258.1K | 0.09% | −25−5.9% | Reduced |
| New Republic Capital, LLC | 397 | $258.1K | 0.16% | +49+14.1% | Added |
| Solidarilty Wealth, LLC | 398 | $258.7K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 398 | $258.7K | 0.03% | +55+16.0% | Added |
| Stonebrook Private Inc. | 398 | $258.8K | 0.08% | +17+4.5% | Added |
| Semus Wealth Partners LLC | 399 | $259.2K | 0.22% | −11−2.7% | Reduced |
| Carret Asset Management, LLC | 400 | $260.0K | 0.03% | −1−0.2% | Reduced |
| Fortis Advisors, LLC | 400 | $260.0K | 0.17% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 400 | $260.0K | 0.03% | +400 | New |
| Summit Financial Group Inc | 401 | $260.6K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 401 | $260.6K | 0.13% | +2+0.5% | Added |
| Hall Laurie J Trustee | 400 | $261.0K | 0.09% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 402 | $261.2K | 0.16% | +1+0.2% | Added |
| Aspiriant, LLC | 404 | $262.8K | 0.01% | +42+11.6% | Added |
| Benin Management CORP | 407 | $264.6K | 0.08% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 407 | $265.0K | 0.11% | +10+2.5% | Added |
| DSC Advisors, L.P. | 409 | $265.9K | 0.43% | +19+4.9% | Added |
| BIP Wealth, LLC | 410 | $266.5K | 0.02% | −45−9.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $266.5K | 0.09% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 411 | $267.1K | 0.19% | −5−1.2% | Reduced |
| Five Oceans Advisors | 411 | $267.1K | 0.14% | 00.0% | Unchanged |
| Values Added Financial LLC | 412 | $267.8K | 0.21% | +2+0.5% | Added |
| Jeppson Wealth Management, LLC | 413 | $268.4K | 0.10% | −5−1.2% | Reduced |
| Canopy Partners, LLC | 413 | $268.4K | 0.13% | +413 | New |
| Diversified Portfolios, Inc. | 414 | $269.1K | 0.04% | +86+26.2% | Added |
| Davy Global Fund Management Ltd | 415 | $269.8K | 0.03% | −16−3.7% | Reduced |
| OneAscent Financial Services LLC | 416 | $270.0K | 0.03% | +16+4.0% | Added |
| Simplex Trading, LLC | 416 | $270.0K | 0.01% | +416 | New |
| Geneva Partners, LLC | 416 | $270.4K | 0.12% | −160−27.8% | Reduced |
| Shepherd Financial Partners LLC | 418 | $271.8K | 0.04% | +10+2.5% | Added |
| Covestor Ltd | 420 | $274.0K | 0.17% | +112+36.4% | Added |
| Etesian Wealth Advisors, Inc. | 422 | $274.3K | 0.16% | −10−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 425 | $276.4K | 0.05% | +282+197.2% | Added |
| West Coast Financial LLC | 427 | $277.4K | 0.03% | −70−14.1% | Reduced |
| Security Financial Services, INC. | 427 | $277.6K | 0.06% | +40+10.3% | Added |
| Guyasuta Investment Advisors Inc | 446 | $278.8K | 0.02% | 00.0% | Unchanged |
| True North Advisors, LLC | 430 | $279.5K | 0.08% | −63−12.8% | Reduced |
| Trustmark National Bank Trust Department | 430 | $279.5K | 0.02% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 430 | $279.5K | 0.15% | +92+27.2% | Added |
| WMS Partners, LLC | 431 | $279.9K | 0.02% | +38+9.7% | Added |
| Convergence Investment Partners, LLC | 430 | $280.0K | 0.11% | −1−0.2% | Reduced |
| Gemmer Asset Management LLC | 432 | $280.8K | 0.03% | −31−6.7% | Reduced |
| Malaga Cove Capital, LLC | 432 | $280.8K | 0.11% | 00.0% | Unchanged |
| Concentrum Wealth Management | 432 | $280.8K | 0.13% | +19+4.6% | Added |
| Cornerstone Wealth Group, LLC | 433 | $281.4K | 0.03% | +433 | New |
| Graves-Light Private Wealth Management, Inc. | 434 | $282.1K | 0.03% | −14−3.1% | Reduced |
| Acropolis Investment Management, LLC | 435 | $282.8K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 435 | $282.8K | 0.07% | +10+2.4% | Added |
| Wintrust Investments LLC | 436 | $283.0K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 436 | $283.4K | 0.06% | +60+16.0% | Added |
| 360 Financial, Inc. | 436 | $283.7K | 0.11% | 00.0% | Unchanged |
| CV Advisors LLC | 439 | $285.4K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 440 | $286.0K | 0.06% | +92+26.4% | Added |
| EverSource Wealth Advisors, LLC | 457 | $286.3K | 0.02% | +8+1.8% | Added |
| Kovack Advisors, Inc. | 443 | $288.1K | 0.03% | −35−7.3% | Reduced |
| Powell Investment Advisors, LLC | 445 | $289.3K | 0.15% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 446 | $289.9K | 0.03% | +40+9.9% | Added |
| Sage Rhino Capital LLC | 447 | $290.6K | 0.07% | −33−6.9% | Reduced |
| Oxbow Advisors, LLC | 447 | $290.6K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 460 | $291.1K | 0.06% | +14+3.1% | Added |
| Matrix Asset Advisors Inc | 450 | $292.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 450 | $292.5K | 0.01% | +5+1.1% | Added |
| LWMG, LLC | 451 | $293.2K | 0.07% | −126−21.8% | Reduced |
| Baker Avenue Asset Management, LP | 452 | $293.7K | 0.01% | +32+7.6% | Added |
| McClarren Financial Advisors, Inc. | 452 | $294.0K | 0.21% | +1+0.2% | Added |
| Venture Visionary Partners LLC | 453 | $294.4K | 0.01% | +4+0.9% | Added |
| Fullerton Fund Management Co Ltd. | 453 | $294.4K | 0.01% | +453 | New |
| MQS Management LLC | 453 | $294.4K | 0.17% | +453 | New |
| Ignite Planners, LLC | 461 | $295.0K | 0.08% | +11+2.4% | Added |
| Live Oak Private Wealth LLC | 454 | $295.1K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $295.1K | 0.22% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 454 | $295.1K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 455 | $295.8K | 0.04% | −41−8.3% | Reduced |
| Dark Forest Capital Management LP | 456 | $296.4K | 0.05% | −1,010−68.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 459 | $298.4K | 0.05% | −13−2.8% | Reduced |
| West Family Investments, Inc. | 459 | $298.4K | 0.09% | +18+4.1% | Added |
| FDx Advisors, Inc. | 460 | $299.0K | 0.05% | −1,775−79.4% | Reduced |
| 180 Wealth Advisors, LLC | 460 | $299.0K | 0.05% | −3−0.6% | Reduced |
| Gladius Capital Management LP | 464 | $301.6K | 0.30% | +464 | New |
| Transcend Wealth Collective, LLC | 465 | $302.1K | 0.02% | +71+18.0% | Added |
| Portside Wealth Group, LLC | 470 | $305.5K | 0.06% | −56−10.6% | Reduced |
| Wynn Capital, LLC | 470 | $305.5K | 0.24% | 00.0% | Unchanged |
| McLean Asset Management Corp | 475 | $305.8K | 0.10% | +2+0.4% | Added |
| Tennessee Valley Asset Management Partners | 470 | $305.8K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 472 | $306.6K | 0.03% | −5−1.0% | Reduced |
| Altfest L J & Co Inc | 473 | $308.0K | 0.04% | −146−23.6% | Reduced |