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 |
|---|---|---|---|---|---|
| Endowment Wealth Management, Inc. | 555 | $360.6K | 0.27% | −29−5.0% | Reduced |
| Tobam | 549 | $357.0K | 0.03% | +34+6.6% | Added |
| Western Wealth Management, LLC | 549 | $356.5K | 0.03% | +1+0.2% | Added |
| Tranquility Partners, LLC | 548 | $356.2K | 0.14% | +19+3.6% | Added |
| Studio Investment Management LLC | 548 | $356.2K | 0.08% | +24+4.6% | Added |
| Kuhn & Co Investment Counsel | 547 | $355.6K | 0.33% | +4+0.7% | Added |
| Kapitalo Investimentos Ltda | 547 | $355.6K | 0.08% | +321+142.0% | Added |
| Ronald Blue Trust, Inc. | 543 | $352.9K | 0.00% | −383−41.4% | Reduced |
| Tufton Capital Management | 540 | $351.0K | 0.07% | +30+5.9% | Added |
| D'Orazio & Associates, Inc. | 536 | $348.4K | 0.06% | +47+9.6% | Added |
| Traveka Wealth, LLC | 533 | $346.4K | 0.16% | +30+6.0% | Added |
| Redwood Investment Management, LLC | 529 | $344.0K | 0.03% | +529 | New |
| Sandy Spring Bank | 527 | $342.6K | 0.02% | +50+10.5% | Added |
| Intelligence Driven Advisers, LLC | 526 | $341.9K | 0.05% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 525 | $341.3K | 0.04% | −469−47.2% | Reduced |
| Andina Capital Management, LLC | 524 | $340.6K | 0.27% | +524 | New |
| Grandfield & Dodd, LLC | 523 | $339.9K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 522 | $339.5K | 0.04% | +522 | New |
| Warren Averett Asset Management, LLC | 521 | $338.7K | 0.01% | +143+37.8% | Added |
| Greenland Capital Management LP | 519 | $337.4K | 0.06% | +519 | New |
| Bremer Bank National Association | 518 | $336.7K | 0.06% | +54+11.6% | Added |
| Ted Buchan & Co | 515 | $334.8K | 0.21% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 511 | $332.3K | 0.09% | −125−19.7% | Reduced |
| Inscription Capital, LLC | 506 | $328.9K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 506 | $328.9K | 0.06% | +1+0.2% | Added |
| RHS Financial, LLC | 505 | $328.3K | 0.19% | −25−4.7% | Reduced |
| Synergy Financial Group, LTD | 505 | $328.3K | 0.37% | +4+0.8% | Added |
| Gen-Wealth Partners Inc | 505 | $328.3K | 0.16% | +505 | New |
| Covenant Partners, LLC | 504 | $327.6K | 0.10% | 00.0% | Unchanged |
| Colonial Trust Co | 504 | $327.5K | 0.06% | +99+24.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 502 | $326.3K | 0.02% | +2+0.4% | Added |
| Ledyard National Bank | 500 | $325.0K | 0.03% | −8−1.6% | Reduced |
| Reinhart Partners, Inc. | 500 | $325.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 498 | $323.7K | 0.02% | −201−28.8% | Reduced |
| Sandhill Capital Partners LLC | 497 | $323.1K | 0.03% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 494 | $321.1K | 0.17% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 488 | $317.2K | 0.18% | −5−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 487 | $316.7K | 0.01% | −163−25.1% | Reduced |
| JB Capital LLC | 486 | $316.1K | 0.02% | −34−6.5% | Reduced |
| J. W. Coons Advisors, LLC | 485 | $315.3K | 0.07% | +485 | New |
| Rosenberg Matthew Hamilton | 490 | $313.5K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 480 | $312.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 479 | $311.6K | 0.04% | +34+7.6% | Added |
| Corundum Group, Inc. | 477 | $310.1K | 0.15% | −34−6.7% | Reduced |
| Altfest L J & Co Inc | 473 | $308.0K | 0.04% | −146−23.6% | Reduced |
| StoneX Group Inc. | 472 | $306.6K | 0.03% | −5−1.0% | Reduced |
| Tennessee Valley Asset Management Partners | 470 | $305.8K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 475 | $305.8K | 0.10% | +2+0.4% | Added |
| Portside Wealth Group, LLC | 470 | $305.5K | 0.06% | −56−10.6% | Reduced |
| Wynn Capital, LLC | 470 | $305.5K | 0.24% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 465 | $302.1K | 0.02% | +71+18.0% | Added |
| Gladius Capital Management LP | 464 | $301.6K | 0.30% | +464 | New |
| FDx Advisors, Inc. | 460 | $299.0K | 0.05% | −1,775−79.4% | Reduced |
| 180 Wealth Advisors, LLC | 460 | $299.0K | 0.05% | −3−0.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 459 | $298.4K | 0.05% | −13−2.8% | Reduced |
| West Family Investments, Inc. | 459 | $298.4K | 0.09% | +18+4.1% | Added |
| Dark Forest Capital Management LP | 456 | $296.4K | 0.05% | −1,010−68.9% | Reduced |
| Keebeck Wealth Management, LLC | 455 | $295.8K | 0.04% | −41−8.3% | Reduced |
| Live Oak Private Wealth LLC | 454 | $295.1K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $295.1K | 0.22% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 454 | $295.1K | 0.12% | 00.0% | Unchanged |
| Ignite Planners, LLC | 461 | $295.0K | 0.08% | +11+2.4% | Added |
| Venture Visionary Partners LLC | 453 | $294.4K | 0.01% | +4+0.9% | Added |
| Fullerton Fund Management Co Ltd. | 453 | $294.4K | 0.01% | +453 | New |
| MQS Management LLC | 453 | $294.4K | 0.17% | +453 | New |
| McClarren Financial Advisors, Inc. | 452 | $294.0K | 0.21% | +1+0.2% | Added |
| Baker Avenue Asset Management, LP | 452 | $293.7K | 0.01% | +32+7.6% | Added |
| LWMG, LLC | 451 | $293.2K | 0.07% | −126−21.8% | Reduced |
| Matrix Asset Advisors Inc | 450 | $292.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 450 | $292.5K | 0.01% | +5+1.1% | Added |
| Principal Street Partners, LLC | 460 | $291.1K | 0.06% | +14+3.1% | Added |
| Sage Rhino Capital LLC | 447 | $290.6K | 0.07% | −33−6.9% | Reduced |
| Oxbow Advisors, LLC | 447 | $290.6K | 0.04% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 446 | $289.9K | 0.03% | +40+9.9% | Added |
| Powell Investment Advisors, LLC | 445 | $289.3K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 443 | $288.1K | 0.03% | −35−7.3% | Reduced |
| EverSource Wealth Advisors, LLC | 457 | $286.3K | 0.02% | +8+1.8% | Added |
| Aprio Wealth Management, LLC | 440 | $286.0K | 0.06% | +92+26.4% | Added |
| CV Advisors LLC | 439 | $285.4K | 0.17% | 00.0% | Unchanged |
| 360 Financial, Inc. | 436 | $283.7K | 0.11% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 436 | $283.4K | 0.06% | +60+16.0% | Added |
| Wintrust Investments LLC | 436 | $283.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 435 | $282.8K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 435 | $282.8K | 0.07% | +10+2.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 434 | $282.1K | 0.03% | −14−3.1% | Reduced |
| Cornerstone Wealth Group, LLC | 433 | $281.4K | 0.03% | +433 | New |
| Gemmer Asset Management LLC | 432 | $280.8K | 0.03% | −31−6.7% | Reduced |
| Malaga Cove Capital, LLC | 432 | $280.8K | 0.11% | 00.0% | Unchanged |
| Concentrum Wealth Management | 432 | $280.8K | 0.13% | +19+4.6% | Added |
| Convergence Investment Partners, LLC | 430 | $280.0K | 0.11% | −1−0.2% | Reduced |
| WMS Partners, LLC | 431 | $279.9K | 0.02% | +38+9.7% | Added |
| True North Advisors, LLC | 430 | $279.5K | 0.08% | −63−12.8% | Reduced |
| Trustmark National Bank Trust Department | 430 | $279.5K | 0.02% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 430 | $279.5K | 0.15% | +92+27.2% | Added |
| Guyasuta Investment Advisors Inc | 446 | $278.8K | 0.02% | 00.0% | Unchanged |
| Security Financial Services, INC. | 427 | $277.6K | 0.06% | +40+10.3% | Added |
| West Coast Financial LLC | 427 | $277.4K | 0.03% | −70−14.1% | Reduced |
| Carolinas Wealth Consulting LLC | 425 | $276.4K | 0.05% | +282+197.2% | Added |
| Etesian Wealth Advisors, Inc. | 422 | $274.3K | 0.16% | −10−2.3% | Reduced |
| Covestor Ltd | 420 | $274.0K | 0.17% | +112+36.4% | Added |