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 |
|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 719 | $467.4K | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 719 | $467.4K | 0.05% | +26+3.8% | Added |
| KCM Investment Advisors LLC | 716 | $465.2K | 0.02% | +59+9.0% | Added |
| Michael B. Yongue | 715 | $464.8K | 0.41% | +13+1.9% | Added |
| Fortis Capital Advisors, LLC | 714 | $464.1K | 0.20% | +714 | New |
| Onefund, LLC | 720 | $460.7K | 0.55% | −21−2.8% | Reduced |
| Capital Investment Advisory Services, LLC | 706 | $458.9K | 0.05% | +706 | New |
| Union Savings Bank | 705 | $458.3K | 0.24% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 704 | $457.6K | 0.22% | +2+0.3% | Added |
| Betterment LLC | 702 | $456.0K | 0.00% | +702 | New |
| Power Wealth Management LLC | 701 | $455.6K | 0.29% | −58−7.6% | Reduced |
| Capital Investment Counsel, Inc | 700 | $455.0K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $455.0K | 0.22% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 698 | $453.8K | 0.07% | −21−2.9% | Reduced |
| Fort Sheridan Advisors LLC | 698 | $453.7K | 0.09% | +113+19.3% | Added |
| 17 Capital Partners, LLC | 693 | $450.4K | 0.33% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 704 | $450.3K | 0.05% | −53−7.0% | Reduced |
| Scissortail Wealth Management, LLC | 692 | $449.8K | 0.12% | +692 | New |
| Great Diamond Partners, LLC | 691 | $449.1K | 0.10% | −18−2.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 691 | $449.1K | 0.25% | +30+4.5% | Added |
| Coastal Investment Advisors, Inc. | 690 | $448.5K | 0.09% | +690 | New |
| Journey Strategic Wealth LLC | 687 | $446.6K | 0.02% | +317+85.7% | Added |
| Glen Eagle Advisors, LLC | 676 | $439.5K | 0.08% | +19+2.9% | Added |
| John G Ullman & Associates Inc | 675 | $438.8K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 675 | $438.8K | 0.04% | +64+10.5% | Added |
| St. Louis Trust Co | 674 | $438.1K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 672 | $436.8K | 0.21% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 671 | $436.1K | 0.15% | +249+59.0% | Added |
| Baker Boyer National Bank | 670 | $435.5K | 0.15% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 666 | $432.9K | 0.06% | −31−4.4% | Reduced |
| Schnieders Capital Management LLC | 660 | $429.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 659 | $429.0K | 0.06% | +17+2.6% | Added |
| KG&L Capital Management,LLC | 660 | $429.0K | 0.17% | +75+12.8% | Added |
| Jones Financial Companies LLLP | 656 | $426.5K | 0.00% | +354+117.2% | Added |
| Triad Investment Management | 656 | $426.4K | 0.52% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 655 | $425.8K | 0.36% | −294−31.0% | Reduced |
| Riverwater Partners LLC | 654 | $425.1K | 0.31% | −67−9.3% | Reduced |
| Correct Capital Wealth Management | 652 | $423.8K | 0.10% | +178+37.6% | Added |
| Rehmann Capital Advisory Group | 650 | $422.9K | 0.03% | −4−0.6% | Reduced |
| 9258 Wealth Management, LLC | 648 | $421.2K | 0.07% | −2−0.3% | Reduced |
| FinTrust Capital Advisors, LLC | 647 | $420.6K | 0.08% | +145+28.9% | Added |
| Diversified Investment Strategies, LLC | 646 | $419.9K | 0.28% | −29−4.3% | Reduced |
| Brown Shipley& Co Ltd | 654 | $418.4K | 0.13% | +7+1.1% | Added |
| Thomasville National Bank | 643 | $417.9K | 0.03% | −12−1.8% | Reduced |
| Duff & Phelps Investment Management Co | 643 | $417.9K | 0.01% | +643 | New |
| M3 Advisory Group, LLC | 642 | $417.3K | 0.38% | +202+45.9% | Added |
| Ewa, LLC | 658 | $416.3K | 0.19% | +14+2.2% | Added |
| Hummer Financial Advisory Services Inc | 640 | $416.0K | 0.34% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 634 | $412.1K | 0.30% | +100+18.7% | Added |
| Cynosure Management, LLC | 632 | $410.8K | 0.07% | +632 | New |
| New Millennium Group LLC | 630 | $410.0K | 0.31% | −103−14.1% | Reduced |
| Somerville Kurt F | 630 | $409.5K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $409.5K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 629 | $409.1K | 0.02% | −11−1.7% | Reduced |
| Camden National Bank | 629 | $408.9K | 0.07% | +5+0.8% | Added |
| Maxi Investments CY Ltd | 626 | $407.0K | 0.11% | +626 | New |
| Custom Index Systems, LLC | 622 | $404.3K | 0.23% | −383−38.1% | Reduced |
| LMR Partners LLP | 618 | $401.7K | 0.01% | +618 | New |
| SeaCrest Wealth Management, LLC | 616 | $400.3K | 0.05% | +96+18.5% | Added |
| Tanager Wealth Management LLP | 614 | $399.1K | 0.06% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 612 | $397.8K | 0.37% | −12−1.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 612 | $397.8K | 0.17% | 00.0% | Unchanged |
| Resources Management Corp | 611 | $397.0K | 0.06% | +11+1.8% | Added |
| Mattern Capital Management, LLC | 610 | $396.5K | 0.05% | +610 | New |
| TCTC Holdings, LLC | 609 | $395.9K | 0.01% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 608 | $395.2K | 0.20% | +3+0.5% | Added |
| Relyea Zuckerberg Hanson LLC | 605 | $393.3K | 0.07% | +18+3.1% | Added |
| Bragg Financial Advisors, Inc | 602 | $391.3K | 0.02% | −18−2.9% | Reduced |
| First Trust Investment Solutions L.P. | 601 | $390.6K | 0.07% | +124+26.0% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $390.0K | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $390.0K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $390.0K | 0.14% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $390.0K | 0.16% | 00.0% | Unchanged |
| Essex Savings Bank | 615 | $384.4K | 0.11% | 00.0% | Unchanged |
| Pacific Wealth Management | 613 | $383.1K | 0.22% | 00.0% | Unchanged |
| Optiver Holding B.V. | 589 | $382.9K | 0.02% | +589 | New |
| Jacobsen Capital Management | 587 | $381.6K | 0.18% | −29−4.7% | Reduced |
| Lakeview Capital Partners, LLC | 585 | $380.4K | 0.06% | +1+0.2% | Added |
| Cornercap Investment Counsel Inc | 584 | $379.6K | 0.06% | −1−0.2% | Reduced |
| Cedar Mountain Advisors, LLC | 584 | $379.5K | 0.10% | +1+0.2% | Added |
| Crescent Sterling, Ltd. | 583 | $378.9K | 0.35% | 00.0% | Unchanged |
| Vigilare Wealth Management | 582 | $378.3K | 0.19% | +90+18.3% | Added |
| Salem Investment Counselors Inc | 581 | $377.6K | 0.01% | +36+6.6% | Added |
| South State Corp. | 579 | $376.4K | 0.03% | +43+8.0% | Added |
| Sivia Capital Partners, LLC | 577 | $375.1K | 0.25% | +45+8.5% | Added |
| Columbia Asset Management | 600 | $375.0K | 0.08% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 575 | $374.0K | 0.18% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 575 | $373.8K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 575 | $373.8K | 0.32% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 575 | $373.5K | 0.09% | +1+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 574 | $373.0K | 0.08% | +30+5.5% | Added |
| Wealth Management Associates, Inc. | 567 | $372.6K | 0.17% | −88−13.4% | Reduced |
| XML Financial, LLC | 571 | $371.0K | 0.04% | +1+0.2% | Added |
| Sage Private Wealth Group, LLC | 570 | $370.7K | 0.30% | +154+37.0% | Added |
| Gradient Capital Advisors, LLC | 567 | $368.6K | 0.14% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 566 | $367.9K | 0.25% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 556 | $361.7K | 0.12% | +132+31.1% | Added |
| Fermata Advisors, LLC | 556 | $361.5K | 0.08% | +233+72.1% | Added |
| Perennial Investment Advisors, LLC | 556 | $361.4K | 0.06% | −7−1.2% | Reduced |
| RFG Holdings, Inc. | 555 | $361.1K | 0.15% | +555 | New |