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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 1,371 | $891.1K | 0.70% | −37−2.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,373 | $892.0K | 0.64% | +576+72.3% | Added |
| PFC Capital Group, Inc. | 1,375 | $893.0K | 0.48% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,375 | $893.8K | 0.12% | +1,375 | New |
| Verdence Capital Advisors LLC | 1,377 | $894.8K | 0.08% | −11−0.8% | Reduced |
| Icon Wealth Advisors, LLC | 1,378 | $895.7K | 0.08% | +1,378 | New |
| BBR Partners, LLC | 1,380 | $897.1K | 0.07% | +305+28.4% | Added |
| WESPAC Advisors, LLC | 1,384 | $899.6K | 0.52% | +1,384 | New |
| Pinnacle Associates Ltd | 1,389 | $903.1K | 0.01% | +61+4.6% | Added |
| Mesirow Financial Investment Management, Inc. | 1,389 | $903.3K | 0.02% | +119+9.4% | Added |
| WR Wealth Planners, LLC | 1,390 | $903.5K | 0.28% | +99+7.7% | Added |
| Ancora Advisors, LLC | 1,393 | $905.6K | 0.02% | +11+0.8% | Added |
| Symphony Financial, Ltd. Co. | 1,394 | $906.0K | 0.21% | −232−14.3% | Reduced |
| South Dakota Investment Council | 1,398 | $909.0K | 0.02% | +98+7.5% | Added |
| IPG Investment Advisors LLC | 1,399 | $909.4K | 0.20% | +1,399 | New |
| Crew Capital Management, Ltd. | 1,403 | $912.1K | 0.74% | +979+230.9% | Added |
| HBK Sorce Advisory LLC | 1,408 | $915.3K | 0.03% | −63−4.3% | Reduced |
| Westfield Capital Management Co LP | 1,410 | $916.5K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,414 | $919.0K | 0.07% | −235−14.3% | Reduced |
| Texas Capital Bancshares Inc | 1,424 | $925.6K | 0.42% | −70−4.7% | Reduced |
| Delta Financial Group, Inc. | 1,429 | $929.0K | 0.27% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,430 | $929.3K | 0.46% | −413−22.4% | Reduced |
| SRN Advisors, LLC | 1,440 | $936.0K | 0.73% | +74+5.4% | Added |
| Trillium Asset Management, LLC | 1,445 | $939.0K | 0.02% | +532+58.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,449 | $941.9K | 0.23% | −90−5.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,449 | $942.0K | 0.23% | −14−1.0% | Reduced |
| Grove Bank & Trust | 1,451 | $943.1K | 0.16% | −4−0.3% | Reduced |
| Schear Investment Advisers, LLC | 1,451 | $943.1K | 0.76% | +1,451 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,145 | $944.0K | 0.06% | +368+20.7% | Added |
| Global Retirement Partners, LLC | 1,458 | $947.4K | 0.04% | +64+4.6% | Added |
| Fort Pitt Capital Group, LLC | 1,461 | $949.9K | 0.03% | −160−9.9% | Reduced |
| Donoghue Forlines LLC | 1,467 | $953.5K | 0.27% | +279+23.5% | Added |
| Sentry Investment Management LLC | 1,469 | $955.0K | 0.37% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,481 | $962.6K | 0.17% | +21+1.4% | Added |
| Intrust Bank NA | 1,482 | $963.3K | 0.10% | +9+0.6% | Added |
| Van Strum & Towne Inc. | 1,486 | $965.9K | 0.35% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,487 | $966.5K | 0.02% | −229−13.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,491 | $969.1K | 0.15% | −120−7.4% | Reduced |
| Simon Quick Advisors, LLC | 1,499 | $974.4K | 0.07% | +113+8.2% | Added |
| Regatta Capital Group, LLC | 1,499 | $974.5K | 0.22% | +39+2.7% | Added |
| Resources Investment Advisors, LLC. | 1,499 | $974.5K | 0.02% | −324−17.8% | Reduced |
| K.J. Harrison & Partners Inc | 1,500 | $975.0K | 0.15% | +1,000+200.0% | Added |
| Fiduciary Family Office, LLC | 1,508 | $980.4K | 0.38% | +280+22.8% | Added |
| Douglas Lane & Associates, LLC | 1,509 | $980.9K | 0.01% | +756+100.4% | Added |
| ASB Consultores, LLC | 1,516 | $985.4K | 0.25% | +1,516 | New |
| Tritonpoint Wealth, LLC | 1,525 | $988.2K | 0.10% | −93−5.7% | Reduced |
| Signature Resources Capital Management, LLC | 1,584 | $990.0K | 0.93% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,522 | $994.0K | 0.05% | +12+0.8% | Added |
| Sonnipe Ltd | 1,530 | $994.5K | 0.10% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,530 | $994.5K | 0.35% | +142+10.2% | Added |
| PFG Investments, LLC | 1,541 | $1.00M | 0.06% | +624+68.0% | Added |
| Heritage Wealth Advisors | 1,542 | $1.00M | 0.05% | +8+0.5% | Added |
| MJP Associates Inc | 1,547 | $1.01M | 0.22% | +404+35.3% | Added |
| Fulton Bank, N.A. | 1,549 | $1.01M | 0.04% | +199+14.7% | Added |
| Sherbrooke Park Advisers LLC | 1,549 | $1.01M | 0.20% | +1,549 | New |
| Heritage Investors Management Corp | 1,550 | $1.01M | 0.04% | −110−6.6% | Reduced |
| Smith, Salley & Associates | 1,553 | $1.01M | 0.08% | +184+13.4% | Added |
| Legacy Capital Group California, Inc. | 1,579 | $1.03M | 0.38% | −58−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,583 | $1.03M | 0.08% | +19+1.2% | Added |
| IHT Wealth Management, LLC | 1,588 | $1.03M | 0.04% | +87+5.8% | Added |
| BFSG, LLC | 1,597 | $1.04M | 0.14% | −58−3.5% | Reduced |
| United Asset Strategies, Inc. | 1,598 | $1.04M | 0.10% | +120+8.1% | Added |
| Beverly Hills Private Wealth, LLC | 1,599 | $1.04M | 0.24% | +49+3.2% | Added |
| First Financial Bank - Trust Division | 1,600 | $1.04M | 0.10% | 00.0% | Unchanged |
| Norden Group LLC | 1,607 | $1.04M | 0.21% | +623+63.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,610 | $1.05M | 0.48% | −50−3.0% | Reduced |
| Great Lakes Retirement, Inc. | 1,618 | $1.05M | 0.16% | −24−1.5% | Reduced |
| WSFS Capital Management, LLC | 1,623 | $1.06M | 0.06% | −49−2.9% | Reduced |
| Trueblood Wealth Management, LLC | 1,625 | $1.06M | 0.60% | −113−6.5% | Reduced |
| Waller Financial Planning Group, Inc | 1,633 | $1.06M | 0.28% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 1,636 | $1.06M | 0.42% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,645 | $1.07M | 0.02% | +41+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,649 | $1.07M | 0.08% | −11−0.7% | Reduced |
| Atomi Financial Group, Inc. | 1,651 | $1.07M | 0.10% | +238+16.8% | Added |
| Ontario Teachers Pension Plan Board | 1,654 | $1.08M | 0.01% | +1,654 | New |
| Marcum Wealth, LLC | 1,659 | $1.08M | 0.11% | −5−0.3% | Reduced |
| Crestwood Advisors Group LLC | 1,667 | $1.08M | 0.02% | −234−12.3% | Reduced |
| AMG National Trust Bank | 1,669 | $1.08M | 0.03% | +195+13.2% | Added |
| Cedar Brook Financial Partners, LLC | 1,670 | $1.09M | 0.21% | +2+0.1% | Added |
| BayBridge Capital Group, LLC | 1,781 | $1.09M | 0.95% | +91+5.4% | Added |
| Garner Asset Management Corp | 1,672 | $1.09M | 0.55% | +139+9.1% | Added |
| Parthenon LLC | 1,675 | $1.09M | 0.14% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,676 | $1.09M | 0.04% | +186+12.5% | Added |
| AlphaCore Capital LLC | 1,677 | $1.09M | 0.29% | −34−2.0% | Reduced |
| Optas, LLC | 1,688 | $1.10M | 0.30% | +5+0.3% | Added |
| BSW Wealth Partners | 1,697 | $1.10M | 0.19% | −108−6.0% | Reduced |
| Vance Wealth, Inc. | 1,699 | $1.10M | 0.44% | +26+1.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $1.10M | 0.03% | −52,394−96.9% | Reduced |
| Y.D. More Investments Ltd | 1,705 | $1.11M | 0.20% | +20+1.2% | Added |
| WBH Advisory Inc | 1,706 | $1.11M | 0.11% | −23−1.3% | Reduced |
| Sargent Investment Group, LLC | 1,714 | $1.11M | 0.24% | −91−5.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 1,716 | $1.12M | 1.02% | −940−35.4% | Reduced |
| Cooper Financial Group | 1,737 | $1.13M | 0.19% | +155+9.8% | Added |
| Verdad Advisers, LP | 1,746 | $1.13M | 1.24% | +1,746 | New |
| Kensington Investment Counsel, LLC | 1,766 | $1.15M | 0.52% | −22−1.2% | Reduced |
| Proficio Capital Partners LLC | 1,769 | $1.15M | 0.13% | +126+7.7% | Added |
| Weatherly Asset Management L. P. | 1,791 | $1.16M | 0.11% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 1,808 | $1.18M | 0.02% | +45+2.6% | Added |
| Barr E S & Co | 1,809 | $1.18M | 0.08% | −50−2.7% | Reduced |
| Pettee Investors, Inc. | 1,809 | $1.18M | 0.50% | 00.0% | Unchanged |