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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 905 | $588.0K | 0.11% | +181+25.0% | Added |
| Bond & Devick Financial Network, Inc. | 904 | $587.6K | 0.32% | +4+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $585.0K | 0.18% | 00.0% | Unchanged |
| David Loasby | 908 | $584.8K | 0.06% | +154+20.4% | Added |
| Axiom Advisory, LLC | 897 | $583.3K | 0.43% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 895 | $581.8K | 0.16% | −4−0.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 891 | $579.0K | 0.71% | +28+3.2% | Added |
| Burke & Herbert Bank & Trust Co | 890 | $578.5K | 0.44% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 887 | $577.0K | 0.46% | +89+11.2% | Added |
| Wellington Shields Capital Management, LLC | 875 | $568.8K | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 873 | $567.5K | 0.39% | +15+1.7% | Added |
| Washington Trust Bank | 872 | $566.8K | 0.05% | +37+4.4% | Added |
| Catalyst Financial Partners LLC | 923 | $566.0K | 0.15% | +43+4.9% | Added |
| Atlantic Trust, LLC | 870 | $565.2K | 0.15% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 869 | $564.9K | 0.15% | 00.0% | Unchanged |
| Plancorp, LLC | 864 | $561.6K | 0.02% | +23+2.7% | Added |
| Austin Private Wealth, LLC | 899 | $560.1K | 0.06% | −14−1.5% | Reduced |
| Allstate Corp | 854 | $555.1K | 0.04% | −35−3.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 850 | $552.5K | 0.08% | −527−38.3% | Reduced |
| Congress Park Capital LLC | 850 | $552.5K | 0.24% | −125−12.8% | Reduced |
| Independent Financial Group, LLC | 846 | $550.0K | 0.03% | +52+6.5% | Added |
| Veracity Capital LLC | 846 | $549.8K | 0.21% | +16+1.9% | Added |
| Woodstock Corp | 844 | $548.6K | 0.06% | −79−8.6% | Reduced |
| CoreFirst Bank & Trust | 841 | $546.6K | 0.34% | −24−2.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 840 | $545.9K | 0.24% | +416+98.1% | Added |
| Van Hulzen Asset Management, LLC | 837 | $544.0K | 0.04% | −319−27.6% | Reduced |
| Everpar Advisors LLC | 836 | $543.4K | 0.33% | −415−33.2% | Reduced |
| Oakworth Capital, Inc. | 830 | $539.5K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 829 | $539.1K | 0.07% | +191+29.9% | Added |
| Truepoint, Inc. | 827 | $537.5K | 0.02% | −142−14.7% | Reduced |
| Telos Capital Management, Inc. | 825 | $536.3K | 0.06% | −75−8.3% | Reduced |
| MONECO Advisors, LLC | 824 | $535.4K | 0.08% | −150−15.4% | Reduced |
| Rockline Wealth Management, LLC | 823 | $535.0K | 0.19% | +89+12.1% | Added |
| Accurate Wealth Management, LLC | 882 | $533.8K | 0.16% | +39+4.6% | Added |
| Simmons Bank | 821 | $533.6K | 0.04% | −23−2.7% | Reduced |
| SFM, LLC | 821 | $533.4K | 0.41% | −97−10.6% | Reduced |
| Ambassador Advisors, LLC | 820 | $533.0K | 0.10% | +102+14.2% | Added |
| Alpha Omega Wealth Management LLC | 819 | $532.4K | 0.10% | −15−1.8% | Reduced |
| ICA Group Wealth Management, LLC | 814 | $529.4K | 0.11% | +310+61.5% | Added |
| Transform Wealth, LLC | 812 | $527.8K | 0.05% | +57+7.5% | Added |
| Bahl & Gaynor Inc | 811 | $527.1K | 0.00% | −325−28.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 811 | $527.1K | 0.19% | +114+16.4% | Added |
| Apeiron RIA LLC | 810 | $526.6K | 0.15% | −63−7.2% | Reduced |
| KFG Wealth Management, LLC | 809 | $526.0K | 0.22% | −111−12.1% | Reduced |
| InterOcean Capital Group, LLC | 808 | $525.2K | 0.01% | −232−22.3% | Reduced |
| Legacy Bridge, LLC | 807 | $524.5K | 0.31% | +20+2.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 806 | $524.0K | 0.09% | +9+1.1% | Added |
| Hartline Investment Corp | 806 | $524.0K | 0.09% | +212+35.7% | Added |
| Elgethun Capital Management | 806 | $523.5K | 0.13% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 805 | $523.3K | 0.21% | 00.0% | Unchanged |
| TFB Advisors LLC | 849 | $522.3K | 0.19% | +849 | New |
| Alta Advisers Ltd | 800 | $520.0K | 0.26% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 800 | $520.0K | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 796 | $517.2K | 0.39% | −41−4.9% | Reduced |
| Avenue 1 Advisors, LLC | 795 | $516.8K | 0.21% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 793 | $515.2K | 0.02% | +152+23.7% | Added |
| Morris Retirement Advisors, LLC | 793 | $515.2K | 0.31% | +8+1.0% | Added |
| Saranac Partners Ltd | 790 | $513.5K | 0.31% | −395−33.3% | Reduced |
| JJJ Advisors Inc. | 788 | $512.2K | 0.11% | +72+10.1% | Added |
| Prairie Wealth Advisors, Inc. | 786 | $510.9K | 0.24% | +786 | New |
| Harbert Fund Advisors, Inc. | 785 | $510.3K | 0.35% | +785 | New |
| Trilogy Capital Inc. | 781 | $507.6K | 0.03% | +781 | New |
| Contravisory Investment Management, Inc. | 777 | $505.1K | 0.11% | −27−3.4% | Reduced |
| Southeast Asset Advisors Inc. | 777 | $505.1K | 0.06% | +50+6.9% | Added |
| Crewe Advisors LLC | 777 | $505.1K | 0.06% | +777 | New |
| Family Firm, Inc. | 776 | $504.3K | 0.12% | +1+0.1% | Added |
| Catalina Capital Group, LLC | 772 | $501.8K | 0.21% | +772 | New |
| Chapman Investment Management, LLC | 769 | $499.9K | 0.37% | −100−11.5% | Reduced |
| Private Client Services, LLC | 767 | $498.9K | 0.34% | +35+4.8% | Added |
| Busey Wealth Management | 767 | $498.6K | 0.02% | −454−37.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $497.9K | 0.39% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 762 | $495.0K | 0.01% | −1−0.1% | Reduced |
| Edge Financial Advisors LLC | 761 | $494.7K | 0.44% | +761 | New |
| Nations Financial Group Inc, | 761 | $494.6K | 0.04% | +1+0.1% | Added |
| Wexford Capital LP | 760 | $494.0K | 0.10% | +760 | New |
| Fortune Financial Advisors, LLC | 756 | $491.2K | 0.31% | −136−15.2% | Reduced |
| New Century Financial Group, LLC | 755 | $490.8K | 0.34% | −42−5.3% | Reduced |
| Verity Asset Management, Inc. | 752 | $488.8K | 0.27% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 752 | $488.8K | 0.04% | +53+7.6% | Added |
| Arrow Financial Corp | 750 | $487.5K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 741 | $481.6K | 0.12% | +132+21.7% | Added |
| Global Endowment Management, LP | 737 | $479.1K | 0.05% | −123−14.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 736 | $478.4K | 0.01% | +47+6.8% | Added |
| TCI Wealth Advisors, Inc. | 734 | $477.1K | 0.05% | −2−0.3% | Reduced |
| Clare Market Investments LLC | 733 | $476.4K | 0.15% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $475.8K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 730 | $474.7K | 0.01% | +350+92.1% | Added |
| Keystone Wealth Services, LLC | 729 | $473.9K | 0.15% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $473.9K | 0.48% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 728 | $473.2K | 0.44% | −1−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 728 | $473.2K | 0.23% | +69+10.5% | Added |
| Hillsdale Investment Management Inc. | 728 | $473.2K | 0.04% | +100+15.9% | Added |
| Drive Wealth Management, LLC | 725 | $471.4K | 0.13% | +30+4.3% | Added |
| Johnson Bixby & Associates, LLC | 725 | $471.3K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 753 | $471.1K | 0.19% | 00.0% | Unchanged |
| Csenge Advisory Group | 723 | $470.0K | 0.03% | +144+24.9% | Added |
| Prestige Wealth Management Group LLC | 722 | $469.3K | 0.10% | +1+0.1% | Added |
| Foundations Investment Advisors, LLC | 721 | $468.7K | 0.01% | −31−4.1% | Reduced |
| WP Advisors, LLC | 721 | $468.7K | 0.15% | +1+0.1% | Added |
| Clear Creek Financial Management, LLC | 720 | $468.2K | 0.06% | +720 | New |