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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 2,632 | $1.34M | 0.04% | −127−4.6% | Reduced |
| Cove Private Wealth, LLC | 2,065 | $1.34M | 1.15% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,049 | $1.33M | 1.01% | +2,049 | New |
| Thrive Wealth Management, LLC | 2,034 | $1.32M | 0.27% | −318−13.5% | Reduced |
| Mirador Capital Partners LP | 2,033 | $1.32M | 0.25% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,029 | $1.32M | 0.05% | +32+1.6% | Added |
| WBI Investments | 2,027 | $1.32M | 0.27% | +2,027 | New |
| Arlington Trust Co LLC | 2,026 | $1.32M | 0.34% | −11−0.5% | Reduced |
| Smartleaf Asset Management LLC | 2,022 | $1.31M | 0.25% | +598+42.0% | Added |
| Heartland Bank & Trust Co | 2,009 | $1.31M | 0.76% | +1,277+174.5% | Added |
| Dorsey & Whitney Trust CO LLC | 2,007 | $1.30M | 0.09% | +20+1.0% | Added |
| Virtue Capital Management, LLC | 2,084 | $1.29M | 0.23% | −14−0.7% | Reduced |
| Liberty Wealth Management LLC | 1,987 | $1.29M | 0.25% | −9−0.5% | Reduced |
| GAMMA Investing LLC | 1,987 | $1.29M | 0.26% | +538+37.1% | Added |
| Hara Capital LLC | 1,970 | $1.28M | 0.77% | −400−16.9% | Reduced |
| Heritage Trust Co | 1,967 | $1.28M | 0.17% | +630+47.1% | Added |
| Nelson Capital Management, LLC | 1,965 | $1.28M | 0.24% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,953 | $1.27M | 0.59% | −50−2.5% | Reduced |
| Everhart Financial Group, Inc. | 1,953 | $1.27M | 0.37% | +195+11.1% | Added |
| Forbes J M & Co LLP | 1,943 | $1.26M | 0.14% | −20−1.0% | Reduced |
| Capital Planning Advisors, LLC | 1,937 | $1.26M | 0.22% | +50+2.6% | Added |
| Aurora Investment Counsel | 1,927 | $1.25M | 0.72% | −2,061−51.7% | Reduced |
| Premier Path Wealth Partners, LLC | 1,919 | $1.25M | 0.24% | −11−0.6% | Reduced |
| Mutual Advisors, LLC | 1,923 | $1.25M | 0.04% | −38−1.9% | Reduced |
| Waldron Private Wealth LLC | 1,921 | $1.25M | 0.06% | +93+5.1% | Added |
| Barbara Oil Co. | 1,900 | $1.24M | 0.52% | 00.0% | Unchanged |
| Wealth Alliance | 1,897 | $1.23M | 0.16% | −52−2.7% | Reduced |
| Connecticut Wealth Management, LLC | 1,896 | $1.23M | 0.07% | −45−2.3% | Reduced |
| CNB Bank | 1,890 | $1.23M | 0.60% | +102+5.7% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.22M | 0.25% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,880 | $1.22M | 0.34% | +80+4.4% | Added |
| Oarsman Capital, Inc. | 1,868 | $1.21M | 0.29% | +21+1.1% | Added |
| Okabena Investment Services Inc | 1,865 | $1.21M | 0.40% | 00.0% | Unchanged |
| CX Institutional | 1,864 | $1.21M | 0.06% | −82−4.2% | Reduced |
| Ellevest, Inc. | 1,859 | $1.21M | 0.07% | +15+0.8% | Added |
| SRS Capital Advisors, Inc. | 1,846 | $1.20M | 0.13% | +7+0.4% | Added |
| Syon Capital LLC | 1,840 | $1.20M | 0.11% | +300+19.5% | Added |
| Evanson Asset Management, LLC | 1,829 | $1.19M | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,825 | $1.19M | 0.03% | +703+62.7% | Added |
| China Universal Asset Management Co., Ltd. | 1,825 | $1.19M | 0.15% | +1,269+228.2% | Added |
| Grey Street Capital, LLC | 1,818 | $1.18M | 0.16% | +1,818 | New |
| Chase Investment Counsel Corp | 1,816 | $1.18M | 0.44% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,815 | $1.18M | 0.09% | −400−18.1% | Reduced |
| Accretive Wealth Partners, LLC | 1,869 | $1.18M | 0.52% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,809 | $1.18M | 0.50% | 00.0% | Unchanged |
| Barr E S & Co | 1,809 | $1.18M | 0.08% | −50−2.7% | Reduced |
| Valmark Advisers, Inc. | 1,808 | $1.18M | 0.02% | +45+2.6% | Added |
| Weatherly Asset Management L. P. | 1,791 | $1.16M | 0.11% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,769 | $1.15M | 0.13% | +126+7.7% | Added |
| Kensington Investment Counsel, LLC | 1,766 | $1.15M | 0.52% | −22−1.2% | Reduced |
| Verdad Advisers, LP | 1,746 | $1.13M | 1.24% | +1,746 | New |
| Cooper Financial Group | 1,737 | $1.13M | 0.19% | +155+9.8% | Added |
| DB Fitzpatrick & Co, Inc | 1,716 | $1.12M | 1.02% | −940−35.4% | Reduced |
| Sargent Investment Group, LLC | 1,714 | $1.11M | 0.24% | −91−5.0% | Reduced |
| WBH Advisory Inc | 1,706 | $1.11M | 0.11% | −23−1.3% | Reduced |
| Y.D. More Investments Ltd | 1,705 | $1.11M | 0.20% | +20+1.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $1.10M | 0.03% | −52,394−96.9% | Reduced |
| Vance Wealth, Inc. | 1,699 | $1.10M | 0.44% | +26+1.6% | Added |
| BSW Wealth Partners | 1,697 | $1.10M | 0.19% | −108−6.0% | Reduced |
| Optas, LLC | 1,688 | $1.10M | 0.30% | +5+0.3% | Added |
| AlphaCore Capital LLC | 1,677 | $1.09M | 0.29% | −34−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,676 | $1.09M | 0.04% | +186+12.5% | Added |
| Parthenon LLC | 1,675 | $1.09M | 0.14% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,672 | $1.09M | 0.55% | +139+9.1% | Added |
| BayBridge Capital Group, LLC | 1,781 | $1.09M | 0.95% | +91+5.4% | Added |
| Cedar Brook Financial Partners, LLC | 1,670 | $1.09M | 0.21% | +2+0.1% | Added |
| AMG National Trust Bank | 1,669 | $1.08M | 0.03% | +195+13.2% | Added |
| Crestwood Advisors Group LLC | 1,667 | $1.08M | 0.02% | −234−12.3% | Reduced |
| Marcum Wealth, LLC | 1,659 | $1.08M | 0.11% | −5−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 1,654 | $1.08M | 0.01% | +1,654 | New |
| Atomi Financial Group, Inc. | 1,651 | $1.07M | 0.10% | +238+16.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,649 | $1.07M | 0.08% | −11−0.7% | Reduced |
| Advisors Capital Management, LLC | 1,645 | $1.07M | 0.02% | +41+2.6% | Added |
| Three Bridge Wealth Advisors, LLC | 1,636 | $1.06M | 0.42% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,633 | $1.06M | 0.28% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,625 | $1.06M | 0.60% | −113−6.5% | Reduced |
| WSFS Capital Management, LLC | 1,623 | $1.06M | 0.06% | −49−2.9% | Reduced |
| Great Lakes Retirement, Inc. | 1,618 | $1.05M | 0.16% | −24−1.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,610 | $1.05M | 0.48% | −50−3.0% | Reduced |
| Norden Group LLC | 1,607 | $1.04M | 0.21% | +623+63.3% | Added |
| First Financial Bank - Trust Division | 1,600 | $1.04M | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,599 | $1.04M | 0.24% | +49+3.2% | Added |
| United Asset Strategies, Inc. | 1,598 | $1.04M | 0.10% | +120+8.1% | Added |
| BFSG, LLC | 1,597 | $1.04M | 0.14% | −58−3.5% | Reduced |
| IHT Wealth Management, LLC | 1,588 | $1.03M | 0.04% | +87+5.8% | Added |
| JFS Wealth Advisors, LLC | 1,583 | $1.03M | 0.08% | +19+1.2% | Added |
| Legacy Capital Group California, Inc. | 1,579 | $1.03M | 0.38% | −58−3.5% | Reduced |
| Smith, Salley & Associates | 1,553 | $1.01M | 0.08% | +184+13.4% | Added |
| Heritage Investors Management Corp | 1,550 | $1.01M | 0.04% | −110−6.6% | Reduced |
| 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 |
| MJP Associates Inc | 1,547 | $1.01M | 0.22% | +404+35.3% | Added |
| Heritage Wealth Advisors | 1,542 | $1.00M | 0.05% | +8+0.5% | Added |
| PFG Investments, LLC | 1,541 | $1.00M | 0.06% | +624+68.0% | 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 |
| Smithfield Trust Co | 1,522 | $994.0K | 0.05% | +12+0.8% | Added |
| Signature Resources Capital Management, LLC | 1,584 | $990.0K | 0.93% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,525 | $988.2K | 0.10% | −93−5.7% | Reduced |
| ASB Consultores, LLC | 1,516 | $985.4K | 0.25% | +1,516 | New |