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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 1,509 | $980.9K | 0.01% | +756+100.4% | Added |
| Fiduciary Family Office, LLC | 1,508 | $980.4K | 0.38% | +280+22.8% | Added |
| K.J. Harrison & Partners Inc | 1,500 | $975.0K | 0.15% | +1,000+200.0% | Added |
| Resources Investment Advisors, LLC. | 1,499 | $974.5K | 0.02% | −324−17.8% | Reduced |
| Regatta Capital Group, LLC | 1,499 | $974.5K | 0.22% | +39+2.7% | Added |
| Simon Quick Advisors, LLC | 1,499 | $974.4K | 0.07% | +113+8.2% | Added |
| Fidelis Capital Partners, LLC | 1,491 | $969.1K | 0.15% | −120−7.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,487 | $966.5K | 0.02% | −229−13.3% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $965.9K | 0.35% | 00.0% | Unchanged |
| Intrust Bank NA | 1,482 | $963.3K | 0.10% | +9+0.6% | Added |
| Proffitt & Goodson Inc | 1,481 | $962.6K | 0.17% | +21+1.4% | Added |
| Sentry Investment Management LLC | 1,469 | $955.0K | 0.37% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 1,467 | $953.5K | 0.27% | +279+23.5% | Added |
| Fort Pitt Capital Group, LLC | 1,461 | $949.9K | 0.03% | −160−9.9% | Reduced |
| Global Retirement Partners, LLC | 1,458 | $947.4K | 0.04% | +64+4.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,145 | $944.0K | 0.06% | +368+20.7% | Added |
| 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 |
| Community Bank & Trust, Waco, Texas | 1,449 | $942.0K | 0.23% | −14−1.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,449 | $941.9K | 0.23% | −90−5.8% | Reduced |
| Trillium Asset Management, LLC | 1,445 | $939.0K | 0.02% | +532+58.3% | Added |
| SRN Advisors, LLC | 1,440 | $936.0K | 0.73% | +74+5.4% | Added |
| Unique Wealth Strategies, LLC | 1,430 | $929.3K | 0.46% | −413−22.4% | Reduced |
| Delta Financial Group, Inc. | 1,429 | $929.0K | 0.27% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,424 | $925.6K | 0.42% | −70−4.7% | Reduced |
| Boston Family Office LLC | 1,414 | $919.0K | 0.07% | −235−14.3% | Reduced |
| Westfield Capital Management Co LP | 1,410 | $916.5K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,408 | $915.3K | 0.03% | −63−4.3% | Reduced |
| Crew Capital Management, Ltd. | 1,403 | $912.1K | 0.74% | +979+230.9% | Added |
| IPG Investment Advisors LLC | 1,399 | $909.4K | 0.20% | +1,399 | New |
| South Dakota Investment Council | 1,398 | $909.0K | 0.02% | +98+7.5% | Added |
| Symphony Financial, Ltd. Co. | 1,394 | $906.0K | 0.21% | −232−14.3% | Reduced |
| Ancora Advisors, LLC | 1,393 | $905.6K | 0.02% | +11+0.8% | Added |
| WR Wealth Planners, LLC | 1,390 | $903.5K | 0.28% | +99+7.7% | Added |
| Mesirow Financial Investment Management, Inc. | 1,389 | $903.3K | 0.02% | +119+9.4% | Added |
| Pinnacle Associates Ltd | 1,389 | $903.1K | 0.01% | +61+4.6% | Added |
| WESPAC Advisors, LLC | 1,384 | $899.6K | 0.52% | +1,384 | New |
| BBR Partners, LLC | 1,380 | $897.1K | 0.07% | +305+28.4% | Added |
| Icon Wealth Advisors, LLC | 1,378 | $895.7K | 0.08% | +1,378 | New |
| Verdence Capital Advisors LLC | 1,377 | $894.8K | 0.08% | −11−0.8% | Reduced |
| Lake Street Financial LLC | 1,375 | $893.8K | 0.12% | +1,375 | New |
| PFC Capital Group, Inc. | 1,375 | $893.0K | 0.48% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,373 | $892.0K | 0.64% | +576+72.3% | Added |
| Northern Financial Advisors Inc | 1,371 | $891.1K | 0.70% | −37−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 1,370 | $890.6K | 0.00% | +1,370 | New |
| Keel Point, LLC | 1,370 | $890.5K | 0.09% | +39+2.9% | Added |
| Howland Capital Management LLC | 1,365 | $887.3K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,356 | $881.5K | 0.07% | +728+115.9% | Added |
| TrinityPoint Wealth, LLC | 1,356 | $881.4K | 0.15% | −5−0.4% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $874.3K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,334 | $867.1K | 0.05% | +193+16.9% | Added |
| Focus Financial Network, Inc. | 1,425 | $867.0K | 0.04% | +1,425 | New |
| Harbor Group, Inc. | 1,329 | $863.9K | 0.23% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,328 | $863.2K | 0.25% | +27+2.1% | Added |
| Equitable Holdings, Inc. | 1,323 | $860.0K | 0.01% | +176+15.3% | Added |
| Gratus Wealth Advisors, LLC | 1,411 | $858.4K | 0.16% | 00.0% | Unchanged |
| 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 |
| Integrated Advisors Network LLC | 1,314 | $853.8K | 0.04% | +132+11.2% | Added |
| Eastern Bank | 1,312 | $852.8K | 0.04% | −44−3.2% | Reduced |
| Commerzbank Aktiengesellschaft | 1,306 | $849.0K | 0.03% | +337+34.8% | Added |
| FineMark National Bank & Trust | 1,306 | $848.9K | 0.03% | +22+1.7% | Added |
| First Affirmative Financial Network | 1,305 | $848.4K | 0.63% | −20−1.5% | Reduced |
| Level Four Advisory Services, LLC | 1,354 | $846.4K | 0.05% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,302 | $846.3K | 0.18% | −173−11.7% | Reduced |
| Arkadios Wealth Advisors | 1,290 | $838.2K | 0.06% | +48+3.9% | Added |
| Richard W. Paul & Associates, LLC | 1,286 | $836.0K | 0.33% | −30−2.3% | Reduced |
| We Are One Seven, LLC | 1,283 | $834.0K | 0.04% | +54+4.4% | Added |
| First Commonwealth Financial Corp | 1,282 | $833.3K | 0.22% | +145+12.8% | Added |
| Hoxton Planning & Management, LLC | 1,279 | $831.4K | 0.40% | +10+0.8% | Added |
| Penserra Capital Management LLC | 1,280 | $831.0K | 0.01% | −1,230−49.0% | Reduced |
| Vise Technologies, Inc. | 1,277 | $830.0K | 0.16% | +420+49.0% | Added |
| SS&H Financial Advisors, Inc. | 1,275 | $828.0K | 0.34% | 00.0% | Unchanged |
| Spinnaker Trust | 1,271 | $826.1K | 0.05% | −58−4.4% | Reduced |
| Geneos Wealth Management Inc. | 1,270 | $825.4K | 0.04% | −49−3.7% | Reduced |
| Meridian Wealth Management, LLC | 1,266 | $822.9K | 0.14% | +26+2.1% | Added |
| Act Wealth Management, LLC | 1,265 | $822.3K | 0.41% | −50−3.8% | Reduced |
| Advisor Resource Council | 1,313 | $820.7K | 0.35% | +968+280.6% | Added |
| New Hampshire Trust | 1,259 | $818.4K | 0.19% | −13−1.0% | Reduced |
| Summit Financial, LLC | 1,256 | $816.5K | 0.05% | −113−8.3% | Reduced |
| Gryphon Financial Partners LLC | 1,253 | $814.8K | 0.14% | −382−23.4% | Reduced |
| Geller Advisors LLC | 1,250 | $812.5K | 0.07% | +47+3.9% | Added |
| Cardiff Park Advisors, LLC | 1,248 | $811.2K | 0.08% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,240 | $806.0K | 0.21% | −5−0.4% | Reduced |
| Money Concepts Capital Corp | 1,236 | $803.2K | 0.07% | +24+2.0% | 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 |
| TRUE Private Wealth Advisors | 1,229 | $799.1K | 0.09% | +40+3.4% | Added |
| Kingsview Wealth Management, LLC | 1,222 | $794.6K | 0.02% | +75+6.5% | Added |
| Ramiah Investment Group | 1,214 | $789.1K | 0.74% | −44−3.5% | Reduced |
| Avitas Wealth Management LLC | 1,212 | $787.8K | 0.12% | −4−0.3% | Reduced |
| North Star Investment Management Corp. | 1,210 | $786.5K | 0.06% | −30−2.4% | Reduced |
| Principle Wealth Partners LLC | 1,208 | $785.4K | 0.06% | −2−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 1,207 | $785.0K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,207 | $784.5K | 0.10% | −3−0.2% | Reduced |
| Inceptionr LLC | 1,207 | $784.5K | 0.20% | +1,207 | New |
| 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 |
| Virtus ETF Advisers LLC | 1,194 | $776.1K | 0.41% | +33+2.8% | Added |