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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 643 | $417.9K | 0.01% | +643 | New |
| Brown Shipley& Co Ltd | 654 | $418.4K | 0.13% | +7+1.1% | Added |
| Diversified Investment Strategies, LLC | 646 | $419.9K | 0.28% | −29−4.3% | Reduced |
| FinTrust Capital Advisors, LLC | 647 | $420.6K | 0.08% | +145+28.9% | Added |
| 9258 Wealth Management, LLC | 648 | $421.2K | 0.07% | −2−0.3% | Reduced |
| Rehmann Capital Advisory Group | 650 | $422.9K | 0.03% | −4−0.6% | Reduced |
| Correct Capital Wealth Management | 652 | $423.8K | 0.10% | +178+37.6% | Added |
| Riverwater Partners LLC | 654 | $425.1K | 0.31% | −67−9.3% | Reduced |
| Braun-Bostich & Associates Inc. | 655 | $425.8K | 0.36% | −294−31.0% | Reduced |
| Triad Investment Management | 656 | $426.4K | 0.52% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 656 | $426.5K | 0.00% | +354+117.2% | Added |
| Schnieders Capital Management LLC | 660 | $429.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 659 | $429.0K | 0.06% | +17+2.6% | Added |
| KG&L Capital Management,LLC | 660 | $429.0K | 0.17% | +75+12.8% | Added |
| Mechanics Bank Trust Department | 666 | $432.9K | 0.06% | −31−4.4% | Reduced |
| Baker Boyer National Bank | 670 | $435.5K | 0.15% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 671 | $436.1K | 0.15% | +249+59.0% | Added |
| Planned Solutions, Inc. | 672 | $436.8K | 0.21% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $438.1K | 0.07% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $438.8K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 675 | $438.8K | 0.04% | +64+10.5% | Added |
| Glen Eagle Advisors, LLC | 676 | $439.5K | 0.08% | +19+2.9% | Added |
| Journey Strategic Wealth LLC | 687 | $446.6K | 0.02% | +317+85.7% | Added |
| Coastal Investment Advisors, Inc. | 690 | $448.5K | 0.09% | +690 | New |
| Great Diamond Partners, LLC | 691 | $449.1K | 0.10% | −18−2.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 691 | $449.1K | 0.25% | +30+4.5% | Added |
| Scissortail Wealth Management, LLC | 692 | $449.8K | 0.12% | +692 | New |
| International Assets Investment Management, LLC | 704 | $450.3K | 0.05% | −53−7.0% | Reduced |
| 17 Capital Partners, LLC | 693 | $450.4K | 0.33% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 698 | $453.7K | 0.09% | +113+19.3% | Added |
| Winthrop Advisory Group LLC | 698 | $453.8K | 0.07% | −21−2.9% | Reduced |
| Capital Investment Counsel, Inc | 700 | $455.0K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $455.0K | 0.22% | 00.0% | Unchanged |
| Power Wealth Management LLC | 701 | $455.6K | 0.29% | −58−7.6% | Reduced |
| Betterment LLC | 702 | $456.0K | 0.00% | +702 | New |
| Samalin Investment Counsel, LLC | 704 | $457.6K | 0.22% | +2+0.3% | Added |
| Union Savings Bank | 705 | $458.3K | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 706 | $458.9K | 0.05% | +706 | New |
| Onefund, LLC | 720 | $460.7K | 0.55% | −21−2.8% | Reduced |
| Fortis Capital Advisors, LLC | 714 | $464.1K | 0.20% | +714 | New |
| Michael B. Yongue | 715 | $464.8K | 0.41% | +13+1.9% | Added |
| KCM Investment Advisors LLC | 716 | $465.2K | 0.02% | +59+9.0% | Added |
| Bernardo Wealth Planning LLC | 719 | $467.4K | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 719 | $467.4K | 0.05% | +26+3.8% | Added |
| Clear Creek Financial Management, LLC | 720 | $468.2K | 0.06% | +720 | New |
| WP Advisors, LLC | 721 | $468.7K | 0.15% | +1+0.1% | Added |
| Foundations Investment Advisors, LLC | 721 | $468.7K | 0.01% | −31−4.1% | Reduced |
| Prestige Wealth Management Group LLC | 722 | $469.3K | 0.10% | +1+0.1% | Added |
| Csenge Advisory Group | 723 | $470.0K | 0.03% | +144+24.9% | Added |
| Gill Capital Partners, LLC | 753 | $471.1K | 0.19% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 725 | $471.3K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 725 | $471.4K | 0.13% | +30+4.3% | Added |
| Hillsdale Investment Management Inc. | 728 | $473.2K | 0.04% | +100+15.9% | Added |
| Kennon-Green & Company, LLC | 728 | $473.2K | 0.44% | −1−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 728 | $473.2K | 0.23% | +69+10.5% | Added |
| Keystone Wealth Services, LLC | 729 | $473.9K | 0.15% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $473.9K | 0.48% | 00.0% | Unchanged |
| AlTi Global, Inc. | 730 | $474.7K | 0.01% | +350+92.1% | Added |
| Fishman Jay A Ltd | 732 | $475.8K | 0.05% | 00.0% | Unchanged |
| Clare Market Investments LLC | 733 | $476.4K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 734 | $477.1K | 0.05% | −2−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 736 | $478.4K | 0.01% | +47+6.8% | Added |
| Global Endowment Management, LP | 737 | $479.1K | 0.05% | −123−14.3% | Reduced |
| Berkshire Bank | 741 | $481.6K | 0.12% | +132+21.7% | Added |
| Arrow Financial Corp | 750 | $487.5K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 752 | $488.8K | 0.27% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 752 | $488.8K | 0.04% | +53+7.6% | Added |
| New Century Financial Group, LLC | 755 | $490.8K | 0.34% | −42−5.3% | Reduced |
| Fortune Financial Advisors, LLC | 756 | $491.2K | 0.31% | −136−15.2% | Reduced |
| Wexford Capital LP | 760 | $494.0K | 0.10% | +760 | New |
| Nations Financial Group Inc, | 761 | $494.6K | 0.04% | +1+0.1% | Added |
| Edge Financial Advisors LLC | 761 | $494.7K | 0.44% | +761 | New |
| Harel Insurance Investments & Financial Services Ltd. | 762 | $495.0K | 0.01% | −1−0.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $497.9K | 0.39% | 00.0% | Unchanged |
| Busey Wealth Management | 767 | $498.6K | 0.02% | −454−37.2% | Reduced |
| Private Client Services, LLC | 767 | $498.9K | 0.34% | +35+4.8% | Added |
| Chapman Investment Management, LLC | 769 | $499.9K | 0.37% | −100−11.5% | Reduced |
| Catalina Capital Group, LLC | 772 | $501.8K | 0.21% | +772 | New |
| Family Firm, Inc. | 776 | $504.3K | 0.12% | +1+0.1% | Added |
| Contravisory Investment Management, Inc. | 777 | $505.1K | 0.11% | −27−3.4% | Reduced |
| Southeast Asset Advisors Inc. | 777 | $505.1K | 0.06% | +50+6.9% | Added |
| Crewe Advisors LLC | 777 | $505.1K | 0.06% | +777 | New |
| Trilogy Capital Inc. | 781 | $507.6K | 0.03% | +781 | New |
| Harbert Fund Advisors, Inc. | 785 | $510.3K | 0.35% | +785 | New |
| Prairie Wealth Advisors, Inc. | 786 | $510.9K | 0.24% | +786 | New |
| JJJ Advisors Inc. | 788 | $512.2K | 0.11% | +72+10.1% | Added |
| Saranac Partners Ltd | 790 | $513.5K | 0.31% | −395−33.3% | Reduced |
| Morris Retirement Advisors, LLC | 793 | $515.2K | 0.31% | +8+1.0% | Added |
| Wealthcare Advisory Partners LLC | 793 | $515.2K | 0.02% | +152+23.7% | Added |
| Avenue 1 Advisors, LLC | 795 | $516.8K | 0.21% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 796 | $517.2K | 0.39% | −41−4.9% | Reduced |
| Alta Advisers Ltd | 800 | $520.0K | 0.26% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 800 | $520.0K | 0.04% | 00.0% | Unchanged |
| TFB Advisors LLC | 849 | $522.3K | 0.19% | +849 | New |
| Bourne Lent Asset Management Inc | 805 | $523.3K | 0.21% | 00.0% | Unchanged |
| Elgethun Capital Management | 806 | $523.5K | 0.13% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 806 | $524.0K | 0.09% | +9+1.1% | Added |
| Hartline Investment Corp | 806 | $524.0K | 0.09% | +212+35.7% | Added |
| Legacy Bridge, LLC | 807 | $524.5K | 0.31% | +20+2.5% | Added |
| InterOcean Capital Group, LLC | 808 | $525.2K | 0.01% | −232−22.3% | Reduced |