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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 1,191 | $774.1K | 0.78% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,188 | $772.2K | 0.15% | −69−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,178 | $765.7K | 0.08% | +23+2.0% | Added |
| Whalerock Point Partners, LLC | 1,176 | $764.4K | 0.21% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,175 | $764.1K | 0.39% | −228−16.3% | Reduced |
| DGS Capital Management, LLC | 1,172 | $762.1K | 0.22% | −7−0.6% | Reduced |
| Concord Wealth Partners | 1,164 | $756.6K | 0.14% | +177+17.9% | Added |
| Hohimer Wealth Management, LLC | 1,164 | $756.6K | 0.18% | −652−35.9% | Reduced |
| Caxton Associates LP | 1,160 | $754.0K | 0.05% | +1,160 | New |
| Childress Capital Advisors, LLC | 1,159 | $753.4K | 0.22% | −130−10.1% | Reduced |
| Concord Asset Management, LLC | 1,153 | $749.5K | 0.20% | +175+17.9% | Added |
| Stanley-Laman Group, Ltd. | 1,151 | $748.1K | 0.10% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,149 | $747.0K | 0.04% | −3−0.3% | Reduced |
| PDS Planning, Inc | 1,144 | $743.6K | 0.08% | +57+5.2% | Added |
| FCG Investment Co | 1,139 | $740.4K | 0.59% | +566+98.8% | Added |
| Truvestments Capital LLC | 1,130 | $734.6K | 0.28% | +23+2.1% | Added |
| Magnus Financial Group LLC | 1,129 | $733.7K | 0.09% | +1+0.1% | Added |
| Breakwater Capital Group | 1,128 | $733.2K | 0.18% | +102+9.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,127 | $732.6K | 0.19% | +4+0.4% | Added |
| 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 |
| CM Wealth Advisors LLC | 1,136 | $728.3K | 0.21% | +1,136 | New |
| Concentric Wealth Management, LLC | 1,120 | $728.0K | 0.19% | −10−0.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,118 | $726.7K | 0.56% | +36+3.3% | Added |
| Forum Financial Management, LP | 1,116 | $725.4K | 0.01% | +8+0.7% | Added |
| Morningstar Investment Services LLC | 1,116 | $724.0K | 0.01% | −765−40.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,108 | $720.2K | 0.06% | +176+18.9% | Added |
| Exencial Wealth Advisors, LLC | 1,103 | $717.0K | 0.03% | −30−2.6% | Reduced |
| 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 |
| Koshinski Asset Management, Inc. | 1,094 | $711.3K | 0.07% | +277+33.9% | Added |
| Abbrea Capital, LLC | 1,094 | $711.0K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,093 | $710.7K | 0.02% | +256+30.6% | Added |
| 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 |
| Credential Qtrade Securities Inc. | 1,089 | $707.9K | 0.04% | −2,773−71.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,099 | $707.7K | 0.04% | +420+61.9% | Added |
| Chapin Davis, Inc. | 1,084 | $704.6K | 0.26% | +135+14.2% | Added |
| Legacy Financial Advisors, Inc. | 1,082 | $703.3K | 0.13% | +77+7.7% | Added |
| Chicago Trust Co NA | 1,080 | $702.0K | 0.15% | +54+5.3% | Added |
| Sigma Planning Corp | 1,079 | $701.8K | 0.02% | +1,079 | New |
| Evercore Wealth Management, LLC | 1,079 | $701.4K | 0.01% | −14−1.3% | Reduced |
| Triasima Portfolio Management inc. | 1,074 | $698.1K | 0.06% | −130−10.8% | Reduced |
| Leavell Investment Management, Inc. | 1,072 | $697.0K | 0.04% | +78+7.8% | Added |
| Voya Financial Advisors, Inc. | 1,073 | $696.1K | 0.08% | −212−16.5% | Reduced |
| Parkside Financial Bank & Trust | 1,069 | $694.9K | 0.11% | −54−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,068 | $694.4K | 0.09% | −21−1.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,064 | $691.6K | 0.03% | −2,465−69.8% | Reduced |
| ICW Investment Advisors LLC | 1,059 | $688.2K | 0.31% | +15+1.4% | Added |
| Argus Investors' Counsel, Inc. | 1,058 | $687.5K | 0.42% | −12−1.1% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $685.8K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,050 | $682.5K | 0.41% | −80−7.1% | Reduced |
| KMG Fiduciary Partners, LLC | 1,050 | $682.5K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 1,047 | $680.5K | 0.05% | +1,047 | New |
| Motiv8 Investments LLC | 1,040 | $676.2K | 0.53% | +203+24.3% | Added |
| Wharton Business Group, LLC | 1,035 | $673.0K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,029 | $668.9K | 0.13% | −35−3.3% | Reduced |
| Essex Financial Services, Inc. | 1,023 | $665.1K | 0.06% | +82+8.7% | Added |
| Tiemann Investment Advisors, LLC | 1,016 | $660.4K | 0.30% | −35−3.3% | Reduced |
| Aaron Wealth Advisors | 1,012 | $657.8K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 1,009 | $656.0K | 0.07% | −46−4.4% | Reduced |
| Journey Advisory Group, LLC | 1,008 | $655.0K | 0.08% | +73+7.8% | Added |
| Sand Hill Global Advisors, LLC | 1,007 | $654.5K | 0.03% | −13−1.3% | Reduced |
| Bull Oak Capital, LLC | 1,005 | $652.9K | 0.44% | +2+0.2% | Added |
| Waterloo Capital, L.P. | 1,001 | $650.8K | 0.08% | +315+45.9% | Added |
| Catalyst Private Wealth, LLC | 1,001 | $650.6K | 0.34% | −37−3.6% | Reduced |
| RBF Capital, LLC | 1,000 | $650.0K | 0.04% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 1,000 | $650.0K | 1.22% | +1,000 | New |
| Burney Co | 996 | $647.4K | 0.02% | −98−9.0% | Reduced |
| Interchange Capital Partners, LLC | 957 | $647.3K | 0.44% | +204+27.1% | Added |
| Perkins Coie Trust Co | 992 | $644.8K | 0.15% | −8−0.8% | Reduced |
| Camden Capital, LLC | 991 | $644.4K | 0.06% | −1,098−52.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 991 | $644.1K | 0.02% | +19+2.0% | Added |
| Bell Investment Advisors, Inc | 990 | $643.5K | 0.13% | +2+0.2% | Added |
| Financial Advocates Investment Management | 990 | $643.5K | 0.04% | +55+5.9% | Added |
| Caldwell Trust Co | 987 | $641.5K | 0.07% | −7−0.7% | Reduced |
| Wallace Advisory Group, LLC | 1,024 | $640.0K | 0.48% | −88−7.9% | Reduced |
| Wealthstar Advisors, LLC | 984 | $639.6K | 0.22% | +13+1.3% | Added |
| Strategic Blueprint, LLC | 980 | $637.2K | 0.05% | +105+12.0% | Added |
| MWA Asset Management | 971 | $631.1K | 0.46% | +8+0.8% | Added |
| Tolleson Wealth Management, Inc. | 969 | $630.0K | 0.12% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 967 | $628.7K | 0.06% | −15−1.5% | Reduced |
| First National Trust Co | 963 | $626.0K | 0.03% | −12−1.2% | Reduced |
| MBB Public Markets I LLC | 959 | $623.4K | 0.04% | +959 | New |
| CBOE Vest Financial, LLC | 958 | $622.7K | 0.02% | +958 | New |
| RSM US Wealth Management LLC | 957 | $622.0K | 0.02% | +19+2.0% | Added |
| HCR Wealth Advisors | 956 | $621.4K | 0.09% | +350+57.8% | Added |
| Horizon Family Wealth, Inc. | 953 | $619.1K | 0.48% | +5+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 947 | $615.5K | 0.07% | +36+4.0% | Added |
| Symmetry Partners, LLC | 946 | $615.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 944 | $613.6K | 0.03% | −2,317−71.1% | Reduced |
| Sage Mountain Advisors LLC | 942 | $612.3K | 0.06% | −24−2.5% | Reduced |
| L2 Asset Management, LLC | 940 | $611.0K | 0.20% | +74+8.5% | Added |
| Concorde Asset Management, LLC | 930 | $604.7K | 0.41% | −37−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 923 | $600.0K | 0.17% | 00.0% | Unchanged |
| Seven Mile Advisory | 921 | $598.6K | 0.45% | +15+1.7% | Added |
| Gotham Asset Management, LLC | 913 | $593.5K | 0.01% | −198−17.8% | Reduced |
| Fluent Financial, LLC | 911 | $592.1K | 0.33% | −22−2.4% | Reduced |
| Godsey & Gibb Associates | 905 | $588.3K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $588.3K | 0.36% | 00.0% | Unchanged |