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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 1,072 | $697.0K | 0.04% | +78+7.8% | Added |
| Triasima Portfolio Management inc. | 1,074 | $698.1K | 0.06% | −130−10.8% | Reduced |
| Evercore Wealth Management, LLC | 1,079 | $701.4K | 0.01% | −14−1.3% | Reduced |
| Sigma Planning Corp | 1,079 | $701.8K | 0.02% | +1,079 | New |
| Chicago Trust Co NA | 1,080 | $702.0K | 0.15% | +54+5.3% | Added |
| Legacy Financial Advisors, Inc. | 1,082 | $703.3K | 0.13% | +77+7.7% | Added |
| Chapin Davis, Inc. | 1,084 | $704.6K | 0.26% | +135+14.2% | Added |
| J.W. Cole Advisors, Inc. | 1,099 | $707.7K | 0.04% | +420+61.9% | Added |
| Credential Qtrade Securities Inc. | 1,089 | $707.9K | 0.04% | −2,773−71.8% | Reduced |
| First National Bank of Hutchinson | 1,092 | $709.8K | 0.47% | −16−1.4% | Reduced |
| NBT Bank N A | 1,092 | $709.8K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,093 | $710.7K | 0.02% | +256+30.6% | Added |
| Abbrea Capital, LLC | 1,094 | $711.0K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,094 | $711.3K | 0.07% | +277+33.9% | Added |
| Quadcap Wealth Management, LLC | 1,096 | $712.4K | 0.16% | −143−11.5% | Reduced |
| Zega Financial, LLC | 1,096 | $712.4K | 0.31% | +1,096 | New |
| Exencial Wealth Advisors, LLC | 1,103 | $717.0K | 0.03% | −30−2.6% | Reduced |
| Beaumont Financial Advisors, LLC | 1,108 | $720.2K | 0.06% | +176+18.9% | Added |
| Morningstar Investment Services LLC | 1,116 | $724.0K | 0.01% | −765−40.7% | Reduced |
| Forum Financial Management, LP | 1,116 | $725.4K | 0.01% | +8+0.7% | Added |
| Kolinsky Wealth Management, LLC | 1,118 | $726.7K | 0.56% | +36+3.3% | Added |
| Concentric Wealth Management, LLC | 1,120 | $728.0K | 0.19% | −10−0.9% | Reduced |
| CM Wealth Advisors LLC | 1,136 | $728.3K | 0.21% | +1,136 | New |
| Trivant Custom Portfolio Group, LLC | 1,125 | $731.3K | 0.47% | −7,322−86.7% | Reduced |
| Colonial River Wealth Management, LLC | 1,125 | $731.3K | 0.41% | +1,125 | New |
| Regent Peak Wealth Advisors LLC | 1,127 | $732.6K | 0.19% | +4+0.4% | Added |
| Breakwater Capital Group | 1,128 | $733.2K | 0.18% | +102+9.9% | Added |
| Magnus Financial Group LLC | 1,129 | $733.7K | 0.09% | +1+0.1% | Added |
| Truvestments Capital LLC | 1,130 | $734.6K | 0.28% | +23+2.1% | Added |
| FCG Investment Co | 1,139 | $740.4K | 0.59% | +566+98.8% | Added |
| PDS Planning, Inc | 1,144 | $743.6K | 0.08% | +57+5.2% | Added |
| Reynders McVeigh Capital Management, LLC | 1,149 | $747.0K | 0.04% | −3−0.3% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $748.1K | 0.10% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,153 | $749.5K | 0.20% | +175+17.9% | Added |
| Childress Capital Advisors, LLC | 1,159 | $753.4K | 0.22% | −130−10.1% | Reduced |
| Caxton Associates LP | 1,160 | $754.0K | 0.05% | +1,160 | New |
| Hohimer Wealth Management, LLC | 1,164 | $756.6K | 0.18% | −652−35.9% | Reduced |
| Concord Wealth Partners | 1,164 | $756.6K | 0.14% | +177+17.9% | Added |
| DGS Capital Management, LLC | 1,172 | $762.1K | 0.22% | −7−0.6% | Reduced |
| Alta Wealth Advisors LLC | 1,175 | $764.1K | 0.39% | −228−16.3% | Reduced |
| Whalerock Point Partners, LLC | 1,176 | $764.4K | 0.21% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,178 | $765.7K | 0.08% | +23+2.0% | Added |
| PAX Financial Group, LLC | 1,188 | $772.2K | 0.15% | −69−5.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,191 | $774.1K | 0.78% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,194 | $776.1K | 0.41% | +33+2.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,200 | $780.0K | 0.40% | −3,500−74.5% | Reduced |
| Scientech Research LLC | 1,200 | $780.0K | 0.41% | −1,141−48.7% | Reduced |
| Glenview Trust Co | 1,200 | $780.0K | 0.02% | −91−7.0% | Reduced |
| Wealth Architects, LLC | 1,207 | $784.5K | 0.10% | −3−0.2% | Reduced |
| Inceptionr LLC | 1,207 | $784.5K | 0.20% | +1,207 | New |
| Neville Rodie & Shaw Inc | 1,207 | $785.0K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,208 | $785.4K | 0.06% | −2−0.2% | Reduced |
| North Star Investment Management Corp. | 1,210 | $786.5K | 0.06% | −30−2.4% | Reduced |
| Avitas Wealth Management LLC | 1,212 | $787.8K | 0.12% | −4−0.3% | Reduced |
| Ramiah Investment Group | 1,214 | $789.1K | 0.74% | −44−3.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,222 | $794.6K | 0.02% | +75+6.5% | Added |
| TRUE Private Wealth Advisors | 1,229 | $799.1K | 0.09% | +40+3.4% | Added |
| Baldwin Brothers Inc | 1,230 | $799.5K | 0.06% | −53−4.1% | Reduced |
| 1st Source Bank | 1,230 | $799.5K | 0.05% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,236 | $803.2K | 0.07% | +24+2.0% | Added |
| Plimoth Trust Co LLC | 1,240 | $806.0K | 0.21% | −5−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 1,248 | $811.2K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,250 | $812.5K | 0.07% | +47+3.9% | Added |
| Gryphon Financial Partners LLC | 1,253 | $814.8K | 0.14% | −382−23.4% | Reduced |
| Summit Financial, LLC | 1,256 | $816.5K | 0.05% | −113−8.3% | Reduced |
| New Hampshire Trust | 1,259 | $818.4K | 0.19% | −13−1.0% | Reduced |
| Advisor Resource Council | 1,313 | $820.7K | 0.35% | +968+280.6% | Added |
| Act Wealth Management, LLC | 1,265 | $822.3K | 0.41% | −50−3.8% | Reduced |
| Meridian Wealth Management, LLC | 1,266 | $822.9K | 0.14% | +26+2.1% | Added |
| Geneos Wealth Management Inc. | 1,270 | $825.4K | 0.04% | −49−3.7% | Reduced |
| Spinnaker Trust | 1,271 | $826.1K | 0.05% | −58−4.4% | Reduced |
| SS&H Financial Advisors, Inc. | 1,275 | $828.0K | 0.34% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,277 | $830.0K | 0.16% | +420+49.0% | Added |
| Penserra Capital Management LLC | 1,280 | $831.0K | 0.01% | −1,230−49.0% | Reduced |
| Hoxton Planning & Management, LLC | 1,279 | $831.4K | 0.40% | +10+0.8% | Added |
| First Commonwealth Financial Corp | 1,282 | $833.3K | 0.22% | +145+12.8% | Added |
| We Are One Seven, LLC | 1,283 | $834.0K | 0.04% | +54+4.4% | Added |
| Richard W. Paul & Associates, LLC | 1,286 | $836.0K | 0.33% | −30−2.3% | Reduced |
| Arkadios Wealth Advisors | 1,290 | $838.2K | 0.06% | +48+3.9% | Added |
| Oliver Luxxe Assets LLC | 1,302 | $846.3K | 0.18% | −173−11.7% | Reduced |
| Level Four Advisory Services, LLC | 1,354 | $846.4K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,305 | $848.4K | 0.63% | −20−1.5% | Reduced |
| FineMark National Bank & Trust | 1,306 | $848.9K | 0.03% | +22+1.7% | Added |
| Commerzbank Aktiengesellschaft | 1,306 | $849.0K | 0.03% | +337+34.8% | Added |
| Eastern Bank | 1,312 | $852.8K | 0.04% | −44−3.2% | Reduced |
| Integrated Advisors Network LLC | 1,314 | $853.8K | 0.04% | +132+11.2% | Added |
| Conestoga Capital Advisors, LLC | 1,320 | $858.0K | 0.01% | −40−2.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,320 | $858.0K | 0.68% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,411 | $858.4K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,323 | $860.0K | 0.01% | +176+15.3% | Added |
| Elevated Capital Advisors, LLC | 1,328 | $863.2K | 0.25% | +27+2.1% | Added |
| Harbor Group, Inc. | 1,329 | $863.9K | 0.23% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,425 | $867.0K | 0.04% | +1,425 | New |
| DRW Securities, LLC | 1,334 | $867.1K | 0.05% | +193+16.9% | Added |
| MMBG Investment Advisors Co. | 1,345 | $874.3K | 0.09% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,356 | $881.4K | 0.15% | −5−0.4% | Reduced |
| Belpointe Asset Management LLC | 1,356 | $881.5K | 0.07% | +728+115.9% | Added |
| Howland Capital Management LLC | 1,365 | $887.3K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 1,370 | $890.5K | 0.09% | +39+2.9% | Added |
| Financial Engines Advisors L.L.C. | 1,370 | $890.6K | 0.00% | +1,370 | New |