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 |
|---|---|---|---|---|---|
| KFG Wealth Management, LLC | 809 | $526.0K | 0.22% | −111−12.1% | Reduced |
| Apeiron RIA LLC | 810 | $526.6K | 0.15% | −63−7.2% | Reduced |
| Bahl & Gaynor Inc | 811 | $527.1K | 0.00% | −325−28.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 811 | $527.1K | 0.19% | +114+16.4% | Added |
| Transform Wealth, LLC | 812 | $527.8K | 0.05% | +57+7.5% | Added |
| ICA Group Wealth Management, LLC | 814 | $529.4K | 0.11% | +310+61.5% | Added |
| Alpha Omega Wealth Management LLC | 819 | $532.4K | 0.10% | −15−1.8% | Reduced |
| Ambassador Advisors, LLC | 820 | $533.0K | 0.10% | +102+14.2% | Added |
| SFM, LLC | 821 | $533.4K | 0.41% | −97−10.6% | Reduced |
| Simmons Bank | 821 | $533.6K | 0.04% | −23−2.7% | Reduced |
| Accurate Wealth Management, LLC | 882 | $533.8K | 0.16% | +39+4.6% | Added |
| Rockline Wealth Management, LLC | 823 | $535.0K | 0.19% | +89+12.1% | Added |
| MONECO Advisors, LLC | 824 | $535.4K | 0.08% | −150−15.4% | Reduced |
| Telos Capital Management, Inc. | 825 | $536.3K | 0.06% | −75−8.3% | Reduced |
| Truepoint, Inc. | 827 | $537.5K | 0.02% | −142−14.7% | Reduced |
| Prosperity Consulting Group, LLC | 829 | $539.1K | 0.07% | +191+29.9% | Added |
| Oakworth Capital, Inc. | 830 | $539.5K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 836 | $543.4K | 0.33% | −415−33.2% | Reduced |
| Van Hulzen Asset Management, LLC | 837 | $544.0K | 0.04% | −319−27.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 840 | $545.9K | 0.24% | +416+98.1% | Added |
| CoreFirst Bank & Trust | 841 | $546.6K | 0.34% | −24−2.8% | Reduced |
| Woodstock Corp | 844 | $548.6K | 0.06% | −79−8.6% | Reduced |
| Veracity Capital LLC | 846 | $549.8K | 0.21% | +16+1.9% | Added |
| Independent Financial Group, LLC | 846 | $550.0K | 0.03% | +52+6.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 850 | $552.5K | 0.08% | −527−38.3% | Reduced |
| Congress Park Capital LLC | 850 | $552.5K | 0.24% | −125−12.8% | Reduced |
| Allstate Corp | 854 | $555.1K | 0.04% | −35−3.9% | Reduced |
| Austin Private Wealth, LLC | 899 | $560.1K | 0.06% | −14−1.5% | Reduced |
| Plancorp, LLC | 864 | $561.6K | 0.02% | +23+2.7% | Added |
| Pathway Financial Advisors LLC | 869 | $564.9K | 0.15% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 870 | $565.2K | 0.15% | +1+0.1% | Added |
| Catalyst Financial Partners LLC | 923 | $566.0K | 0.15% | +43+4.9% | Added |
| Washington Trust Bank | 872 | $566.8K | 0.05% | +37+4.4% | Added |
| Meadow Creek Wealth Advisors LLC | 873 | $567.5K | 0.39% | +15+1.7% | Added |
| Wellington Shields Capital Management, LLC | 875 | $568.8K | 0.11% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 887 | $577.0K | 0.46% | +89+11.2% | Added |
| Burke & Herbert Bank & Trust Co | 890 | $578.5K | 0.44% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 891 | $579.0K | 0.71% | +28+3.2% | Added |
| Park Edge Advisors, LLC | 895 | $581.8K | 0.16% | −4−0.4% | Reduced |
| Axiom Advisory, LLC | 897 | $583.3K | 0.43% | 00.0% | Unchanged |
| David Loasby | 908 | $584.8K | 0.06% | +154+20.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $585.0K | 0.18% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $587.6K | 0.32% | +4+0.4% | Added |
| Ethos Financial Group, LLC | 905 | $588.0K | 0.11% | +181+25.0% | Added |
| Godsey & Gibb Associates | 905 | $588.3K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $588.3K | 0.36% | 00.0% | Unchanged |
| Fluent Financial, LLC | 911 | $592.1K | 0.33% | −22−2.4% | Reduced |
| Gotham Asset Management, LLC | 913 | $593.5K | 0.01% | −198−17.8% | Reduced |
| Seven Mile Advisory | 921 | $598.6K | 0.45% | +15+1.7% | Added |
| Integrated Investment Consultants, LLC | 923 | $600.0K | 0.17% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 930 | $604.7K | 0.41% | −37−3.8% | Reduced |
| L2 Asset Management, LLC | 940 | $611.0K | 0.20% | +74+8.5% | Added |
| Sage Mountain Advisors LLC | 942 | $612.3K | 0.06% | −24−2.5% | Reduced |
| CoreCap Advisors, LLC | 944 | $613.6K | 0.03% | −2,317−71.1% | Reduced |
| Symmetry Partners, LLC | 946 | $615.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 947 | $615.5K | 0.07% | +36+4.0% | Added |
| Horizon Family Wealth, Inc. | 953 | $619.1K | 0.48% | +5+0.5% | Added |
| HCR Wealth Advisors | 956 | $621.4K | 0.09% | +350+57.8% | Added |
| RSM US Wealth Management LLC | 957 | $622.0K | 0.02% | +19+2.0% | Added |
| CBOE Vest Financial, LLC | 958 | $622.7K | 0.02% | +958 | New |
| MBB Public Markets I LLC | 959 | $623.4K | 0.04% | +959 | New |
| First National Trust Co | 963 | $626.0K | 0.03% | −12−1.2% | Reduced |
| Traynor Capital Management, Inc. | 967 | $628.7K | 0.06% | −15−1.5% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $630.0K | 0.12% | 00.0% | Unchanged |
| MWA Asset Management | 971 | $631.1K | 0.46% | +8+0.8% | Added |
| Strategic Blueprint, LLC | 980 | $637.2K | 0.05% | +105+12.0% | Added |
| Wealthstar Advisors, LLC | 984 | $639.6K | 0.22% | +13+1.3% | Added |
| Wallace Advisory Group, LLC | 1,024 | $640.0K | 0.48% | −88−7.9% | Reduced |
| Caldwell Trust Co | 987 | $641.5K | 0.07% | −7−0.7% | Reduced |
| Financial Advocates Investment Management | 990 | $643.5K | 0.04% | +55+5.9% | Added |
| Bell Investment Advisors, Inc | 990 | $643.5K | 0.13% | +2+0.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 991 | $644.1K | 0.02% | +19+2.0% | Added |
| Camden Capital, LLC | 991 | $644.4K | 0.06% | −1,098−52.6% | Reduced |
| Perkins Coie Trust Co | 992 | $644.8K | 0.15% | −8−0.8% | Reduced |
| Interchange Capital Partners, LLC | 957 | $647.3K | 0.44% | +204+27.1% | Added |
| Burney Co | 996 | $647.4K | 0.02% | −98−9.0% | Reduced |
| RBF Capital, LLC | 1,000 | $650.0K | 0.04% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 1,000 | $650.0K | 1.22% | +1,000 | New |
| Catalyst Private Wealth, LLC | 1,001 | $650.6K | 0.34% | −37−3.6% | Reduced |
| Waterloo Capital, L.P. | 1,001 | $650.8K | 0.08% | +315+45.9% | Added |
| Bull Oak Capital, LLC | 1,005 | $652.9K | 0.44% | +2+0.2% | Added |
| Sand Hill Global Advisors, LLC | 1,007 | $654.5K | 0.03% | −13−1.3% | Reduced |
| Journey Advisory Group, LLC | 1,008 | $655.0K | 0.08% | +73+7.8% | Added |
| Private Trust Co NA | 1,009 | $656.0K | 0.07% | −46−4.4% | Reduced |
| Aaron Wealth Advisors | 1,012 | $657.8K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,016 | $660.4K | 0.30% | −35−3.3% | Reduced |
| Essex Financial Services, Inc. | 1,023 | $665.1K | 0.06% | +82+8.7% | Added |
| Catalytic Wealth RIA, LLC | 1,029 | $668.9K | 0.13% | −35−3.3% | Reduced |
| Wharton Business Group, LLC | 1,035 | $673.0K | 0.03% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 1,040 | $676.2K | 0.53% | +203+24.3% | Added |
| Winton Group Ltd | 1,047 | $680.5K | 0.05% | +1,047 | New |
| Asahi Life Asset Management Co., Ltd. | 1,050 | $682.5K | 0.41% | −80−7.1% | Reduced |
| KMG Fiduciary Partners, LLC | 1,050 | $682.5K | 0.07% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,055 | $685.8K | 0.03% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,058 | $687.5K | 0.42% | −12−1.1% | Reduced |
| ICW Investment Advisors LLC | 1,059 | $688.2K | 0.31% | +15+1.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,064 | $691.6K | 0.03% | −2,465−69.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,068 | $694.4K | 0.09% | −21−1.9% | Reduced |
| Parkside Financial Bank & Trust | 1,069 | $694.9K | 0.11% | −54−4.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,073 | $696.1K | 0.08% | −212−16.5% | Reduced |