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
- 1,943
- +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
- 734 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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2,906 | $1.89M | 0.21% | −490−14.4% | Reduced |
| Adviser Investments LLC | 2,863 | $1.86M | 0.03% | −225−7.3% | Reduced |
| Bank of Hawaii | 2,846 | $1.85M | 0.09% | −1,133−28.5% | Reduced |
| Riverpark Capital Management LLC | 2,844 | $1.85M | 2.54% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,827 | $1.84M | 0.27% | +3+0.1% | Added |
| Insigneo Advisory Services, LLC | 2,803 | $1.82M | 0.22% | +704+33.5% | Added |
| GeoWealth Management, LLC | 2,802 | $1.82M | 0.07% | +1,007+56.1% | Added |
| Farther Finance Advisors, LLC | 2,845 | $1.82M | 0.11% | −738−20.6% | Reduced |
| Nomura Holdings Inc | 2,799 | $1.82M | 0.01% | −3,252−53.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,787 | $1.81M | 0.20% | +71+2.6% | Added |
| NorthRock Partners, LLC | 2,783 | $1.81M | 0.07% | +221+8.6% | Added |
| Roberts Glore & Co Inc | 2,779 | $1.81M | 0.54% | −15−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,773 | $1.80M | 0.03% | +832+42.9% | Added |
| Integrated Wealth Concepts LLC | 2,771 | $1.80M | 0.03% | +394+16.6% | Added |
| Argent Trust Co | 2,769 | $1.80M | 0.08% | +281+11.3% | Added |
| S&CO Inc | 2,757 | $1.79M | 0.13% | +6+0.2% | Added |
| Savant Capital, LLC | 2,754 | $1.79M | 0.02% | +106+4.0% | Added |
| Perigon Wealth Management, LLC | 2,749 | $1.79M | 0.05% | +312+12.8% | Added |
| Dynamic Technology Lab Private Ltd | 2,739 | $1.78M | 0.19% | +2,739 | New |
| Elmwood Wealth Management, Inc. | 2,738 | $1.78M | 0.76% | +1,123+69.5% | Added |
| Tilia Fiduciary Partners, Inc. | 2,738 | $1.78M | 1.44% | +126+4.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 2,736 | $1.78M | 0.04% | +2,736 | New |
| La Banque Postale Asset Management SA | 2,732 | $1.78M | 0.07% | −38,472−93.4% | Reduced |
| Modera Wealth Management, LLC | 2,720 | $1.77M | 0.03% | +41+1.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.77M | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,718 | $1.77M | 0.14% | −37−1.3% | Reduced |
| Spears Abacus Advisors LLC | 2,692 | $1.75M | 0.04% | +2,692 | New |
| Ironwood Investment Counsel, LLC | 2,683 | $1.74M | 0.31% | −97−3.5% | Reduced |
| Clarius Group, LLC | 2,679 | $1.74M | 0.12% | −357−11.8% | Reduced |
| Balentine LLC | 2,661 | $1.73M | 0.05% | +829+45.3% | Added |
| Abacus Planning Group, Inc. | 2,649 | $1.72M | 0.34% | +7+0.3% | Added |
| Quotient Wealth Partners, LLC | 2,606 | $1.69M | 0.06% | +8+0.3% | Added |
| Value Partners Investments Inc. | 2,591 | $1.68M | 0.14% | +221+9.3% | Added |
| Unique Wealth, LLC | 2,589 | $1.68M | 0.48% | +806+45.2% | Added |
| Signature Wealth Management Group | 2,747 | $1.66M | 0.76% | −49−1.8% | Reduced |
| BancorpSouth Bank | 2,547 | $1.66M | 0.12% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,539 | $1.65M | 0.57% | −132−4.9% | Reduced |
| Close Asset Management Ltd | 2,532 | $1.65M | 0.06% | +931+58.2% | Added |
| FSM Wealth Advisors, LLC | 2,525 | $1.64M | 0.58% | +79+3.2% | Added |
| Naviter Wealth, LLC | 2,506 | $1.63M | 0.27% | +419+20.1% | Added |
| Pinnacle Wealth Management, LLC | 2,505 | $1.63M | 1.70% | +2,505 | New |
| Mather Group, LLC. | 2,599 | $1.62M | 0.03% | −130−4.8% | Reduced |
| Eqis Capital Management, Inc. | 2,497 | $1.62M | 0.13% | +386+18.3% | Added |
| Summit Trail Advisors, LLC | 2,494 | $1.62M | 0.04% | +459+22.6% | Added |
| Great Lakes Advisors, LLC | 2,477 | $1.61M | 0.01% | +114+4.8% | Added |
| Monumental Financial Group Inc. | 2,470 | $1.61M | 0.85% | −101−3.9% | Reduced |
| Benjamin Edwards Inc | 2,445 | $1.59M | 0.32% | +155+6.8% | Added |
| Hilltop Holdings Inc. | 2,442 | $1.59M | 0.18% | +65+2.7% | Added |
| Flagship Harbor Advisors, LLC | 2,439 | $1.59M | 0.10% | −897−26.9% | Reduced |
| Invesco, LLC | 2,428 | $1.58M | 0.67% | −205−7.8% | Reduced |
| ROI Financial Advisors, LLC | 2,422 | $1.57M | 1.24% | −3−0.1% | Reduced |
| Cascade Investment Group, Inc. | 2,409 | $1.57M | 1.17% | −40−1.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,403 | $1.56M | 0.47% | +513+27.1% | Added |
| Eventide Asset Management, LLC | 2,393 | $1.56M | 0.02% | +419+21.2% | Added |
| ICONIQ Capital, LLC | 2,392 | $1.55M | 0.03% | +4+0.2% | Added |
| Venturi Wealth Management, LLC | 2,382 | $1.55M | 0.10% | −372−13.5% | Reduced |
| Arjuna Capital | 2,353 | $1.53M | 0.43% | +91+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,349 | $1.53M | 0.05% | −40−1.7% | Reduced |
| Wealthspire Advisors, LLC | 2,348 | $1.53M | 0.02% | −128−5.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,347 | $1.53M | 0.23% | −425−15.3% | Reduced |
| Peak Asset Management, LLC | 2,342 | $1.52M | 0.30% | −21−0.9% | Reduced |
| Citizens National Bank Trust Department | 2,327 | $1.51M | 0.35% | −10−0.4% | Reduced |
| Anchor Investment Management, LLC | 2,303 | $1.50M | 0.16% | +224+10.8% | Added |
| Nicolet Bankshares Inc | 2,298 | $1.49M | 0.37% | −73−3.1% | Reduced |
| Privium Fund Management (UK) Ltd | 2,333 | $1.49M | 0.74% | +629+36.9% | Added |
| Buckingham Capital Management, Inc. | 2,289 | $1.49M | 0.18% | +1,036+82.7% | Added |
| Personal Cfo Solutions, LLC | 2,284 | $1.48M | 0.23% | +23+1.0% | Added |
| Moneta Group Investment Advisors LLC | 2,275 | $1.48M | 0.02% | +277+13.9% | Added |
| ABN AMRO Bank N.V. | 2,274 | $1.48M | 0.02% | −247−9.8% | Reduced |
| Choate Investment Advisors | 2,272 | $1.48M | 0.04% | +69+3.1% | Added |
| Clearstead Advisors, LLC | 2,354 | $1.48M | 0.07% | −50−2.1% | Reduced |
| Kempen Capital Management N.V. | 2,270 | $1.48M | 0.02% | −832−26.8% | Reduced |
| Nixon Peabody Trust Co | 2,264 | $1.47M | 0.14% | +589+35.2% | Added |
| Trust Point Inc. | 2,262 | $1.47M | 0.12% | +738+48.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,258 | $1.47M | 0.22% | −109−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 2,309 | $1.47M | 0.05% | −64−2.7% | Reduced |
| Knowledge Leaders Capital, LLC | 2,257 | $1.47M | 2.57% | −36−1.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,255 | $1.47M | 0.24% | +175+8.4% | Added |
| Peninsula Wealth, LLC | 2,243 | $1.46M | 0.29% | −10.0% | Reduced |
| RMR Wealth Builders | 2,236 | $1.45M | 0.18% | +232+11.6% | Added |
| Family Legacy, Inc. | 2,235 | $1.45M | 0.52% | +164+7.9% | Added |
| Handelsinvest Investeringsforvaltning | 2,232 | $1.45M | 0.70% | −404−15.3% | Reduced |
| Aigen Investment Management, LP | 2,216 | $1.44M | 0.31% | +2,216 | New |
| Robertson Stephens Wealth Management, LLC | 2,214 | $1.44M | 0.08% | +1,277+136.3% | Added |
| Blueshift Asset Management, LLC | 2,209 | $1.44M | 0.75% | −929−29.6% | Reduced |
| Quent Capital, LLC | 2,194 | $1.43M | 0.17% | +25+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,187 | $1.42M | 0.20% | +457+26.4% | Added |
| Landscape Capital Management, L.L.C. | 2,184 | $1.42M | 0.12% | +2,184 | New |
| McRae Capital Management Inc | 2,166 | $1.41M | 0.31% | −30−1.4% | Reduced |
| FSA Wealth Management LLC | 2,159 | $1.40M | 0.61% | −13−0.6% | Reduced |
| Brookstone Capital Management | 2,141 | $1.39M | 0.02% | +97+4.7% | Added |
| Guardian Capital Advisors LP | 2,267 | $1.39M | 0.15% | −1,055−31.8% | Reduced |
| Oxford Financial Group Ltd | 2,134 | $1.39M | 0.10% | −925−30.2% | Reduced |
| Graham Capital Management, L.P. | 2,131 | $1.39M | 0.04% | −1,510−41.5% | Reduced |
| Old Port Advisors | 2,118 | $1.38M | 0.42% | −41−1.9% | Reduced |
| Capital Investment Advisors, LLC | 2,084 | $1.35M | 0.03% | −280−11.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,081 | $1.35M | 0.08% | −132−6.0% | Reduced |
| Graypoint LLC | 2,077 | $1.35M | 0.10% | +63+3.1% | Added |
| Skopos Labs, Inc. | 2,108 | $1.35M | 0.58% | +34+1.6% | Added |
| NVWM, LLC | 2,071 | $1.35M | 0.37% | +39+1.9% | Added |