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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 477 | $310.1K | 0.15% | −34−6.7% | Reduced |
| Manchester Capital Management LLC | 479 | $311.6K | 0.04% | +34+7.6% | Added |
| Capital Investment Counsel, LLC | 480 | $312.0K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 490 | $313.5K | 0.09% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 485 | $315.3K | 0.07% | +485 | New |
| JB Capital LLC | 486 | $316.1K | 0.02% | −34−6.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 487 | $316.7K | 0.01% | −163−25.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 488 | $317.2K | 0.18% | −5−1.0% | Reduced |
| Grunden Financial Advisory, Inc. | 494 | $321.1K | 0.17% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $323.1K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 498 | $323.7K | 0.02% | −201−28.8% | Reduced |
| Ledyard National Bank | 500 | $325.0K | 0.03% | −8−1.6% | Reduced |
| Reinhart Partners, Inc. | 500 | $325.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 502 | $326.3K | 0.02% | +2+0.4% | Added |
| Colonial Trust Co | 504 | $327.5K | 0.06% | +99+24.4% | Added |
| Covenant Partners, LLC | 504 | $327.6K | 0.10% | 00.0% | Unchanged |
| RHS Financial, LLC | 505 | $328.3K | 0.19% | −25−4.7% | Reduced |
| Synergy Financial Group, LTD | 505 | $328.3K | 0.37% | +4+0.8% | Added |
| Gen-Wealth Partners Inc | 505 | $328.3K | 0.16% | +505 | New |
| CVA Family Office, LLC | 506 | $328.9K | 0.06% | +1+0.2% | Added |
| Inscription Capital, LLC | 506 | $328.9K | 0.05% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 511 | $332.3K | 0.09% | −125−19.7% | Reduced |
| Ted Buchan & Co | 515 | $334.8K | 0.21% | 00.0% | Unchanged |
| Bremer Bank National Association | 518 | $336.7K | 0.06% | +54+11.6% | Added |
| Greenland Capital Management LP | 519 | $337.4K | 0.06% | +519 | New |
| Warren Averett Asset Management, LLC | 521 | $338.7K | 0.01% | +143+37.8% | Added |
| Verus Capital Partners, LLC | 522 | $339.5K | 0.04% | +522 | New |
| Grandfield & Dodd, LLC | 523 | $339.9K | 0.02% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 524 | $340.6K | 0.27% | +524 | New |
| Crescent Grove Advisors, LLC | 525 | $341.3K | 0.04% | −469−47.2% | Reduced |
| Intelligence Driven Advisers, LLC | 526 | $341.9K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 527 | $342.6K | 0.02% | +50+10.5% | Added |
| Redwood Investment Management, LLC | 529 | $344.0K | 0.03% | +529 | New |
| Traveka Wealth, LLC | 533 | $346.4K | 0.16% | +30+6.0% | Added |
| D'Orazio & Associates, Inc. | 536 | $348.4K | 0.06% | +47+9.6% | Added |
| Tufton Capital Management | 540 | $351.0K | 0.07% | +30+5.9% | Added |
| Ronald Blue Trust, Inc. | 543 | $352.9K | 0.00% | −383−41.4% | Reduced |
| Kuhn & Co Investment Counsel | 547 | $355.6K | 0.33% | +4+0.7% | Added |
| Kapitalo Investimentos Ltda | 547 | $355.6K | 0.08% | +321+142.0% | Added |
| Tranquility Partners, LLC | 548 | $356.2K | 0.14% | +19+3.6% | Added |
| Studio Investment Management LLC | 548 | $356.2K | 0.08% | +24+4.6% | Added |
| Western Wealth Management, LLC | 549 | $356.5K | 0.03% | +1+0.2% | Added |
| Tobam | 549 | $357.0K | 0.03% | +34+6.6% | Added |
| Endowment Wealth Management, Inc. | 555 | $360.6K | 0.27% | −29−5.0% | Reduced |
| RFG Holdings, Inc. | 555 | $361.1K | 0.15% | +555 | New |
| Perennial Investment Advisors, LLC | 556 | $361.4K | 0.06% | −7−1.2% | Reduced |
| Fermata Advisors, LLC | 556 | $361.5K | 0.08% | +233+72.1% | Added |
| Atticus Wealth Management, LLC | 556 | $361.7K | 0.12% | +132+31.1% | Added |
| Fortitude Family Office, LLC | 566 | $367.9K | 0.25% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 567 | $368.6K | 0.14% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 570 | $370.7K | 0.30% | +154+37.0% | Added |
| XML Financial, LLC | 571 | $371.0K | 0.04% | +1+0.2% | Added |
| Wealth Management Associates, Inc. | 567 | $372.6K | 0.17% | −88−13.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 574 | $373.0K | 0.08% | +30+5.5% | Added |
| High Falls Advisors, Inc | 575 | $373.5K | 0.09% | +1+0.2% | Added |
| Eagle Ridge Investment Management | 575 | $373.8K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 575 | $373.8K | 0.32% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 575 | $374.0K | 0.18% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $375.0K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 577 | $375.1K | 0.25% | +45+8.5% | Added |
| South State Corp. | 579 | $376.4K | 0.03% | +43+8.0% | Added |
| Salem Investment Counselors Inc | 581 | $377.6K | 0.01% | +36+6.6% | Added |
| Vigilare Wealth Management | 582 | $378.3K | 0.19% | +90+18.3% | Added |
| Crescent Sterling, Ltd. | 583 | $378.9K | 0.35% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 584 | $379.5K | 0.10% | +1+0.2% | Added |
| Cornercap Investment Counsel Inc | 584 | $379.6K | 0.06% | −1−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 585 | $380.4K | 0.06% | +1+0.2% | Added |
| Jacobsen Capital Management | 587 | $381.6K | 0.18% | −29−4.7% | Reduced |
| Optiver Holding B.V. | 589 | $382.9K | 0.02% | +589 | New |
| Pacific Wealth Management | 613 | $383.1K | 0.22% | 00.0% | Unchanged |
| Essex Savings Bank | 615 | $384.4K | 0.11% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $390.0K | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $390.0K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $390.0K | 0.14% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $390.0K | 0.16% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 601 | $390.6K | 0.07% | +124+26.0% | Added |
| Bragg Financial Advisors, Inc | 602 | $391.3K | 0.02% | −18−2.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 605 | $393.3K | 0.07% | +18+3.1% | Added |
| Wealth Management Partners, LLC | 608 | $395.2K | 0.20% | +3+0.5% | Added |
| TCTC Holdings, LLC | 609 | $395.9K | 0.01% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 610 | $396.5K | 0.05% | +610 | New |
| Resources Management Corp | 611 | $397.0K | 0.06% | +11+1.8% | Added |
| Breed's Hill Capital LLC | 612 | $397.8K | 0.37% | −12−1.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 612 | $397.8K | 0.17% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 614 | $399.1K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 616 | $400.3K | 0.05% | +96+18.5% | Added |
| LMR Partners LLP | 618 | $401.7K | 0.01% | +618 | New |
| Custom Index Systems, LLC | 622 | $404.3K | 0.23% | −383−38.1% | Reduced |
| Maxi Investments CY Ltd | 626 | $407.0K | 0.11% | +626 | New |
| Camden National Bank | 629 | $408.9K | 0.07% | +5+0.8% | Added |
| Moors & Cabot, Inc. | 629 | $409.1K | 0.02% | −11−1.7% | Reduced |
| Somerville Kurt F | 630 | $409.5K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $409.5K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 630 | $410.0K | 0.31% | −103−14.1% | Reduced |
| Cynosure Management, LLC | 632 | $410.8K | 0.07% | +632 | New |
| Sustainable Insight Capital Management, LLC | 634 | $412.1K | 0.30% | +100+18.7% | Added |
| Hummer Financial Advisory Services Inc | 640 | $416.0K | 0.34% | 00.0% | Unchanged |
| Ewa, LLC | 658 | $416.3K | 0.19% | +14+2.2% | Added |
| M3 Advisory Group, LLC | 642 | $417.3K | 0.38% | +202+45.9% | Added |
| Thomasville National Bank | 643 | $417.9K | 0.03% | −12−1.8% | Reduced |