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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 418 | $271.8K | 0.04% | +10+2.5% | Added |
| Geneva Partners, LLC | 416 | $270.4K | 0.12% | −160−27.8% | Reduced |
| OneAscent Financial Services LLC | 416 | $270.0K | 0.03% | +16+4.0% | Added |
| Simplex Trading, LLC | 416 | $270.0K | 0.01% | +416 | New |
| Davy Global Fund Management Ltd | 415 | $269.8K | 0.03% | −16−3.7% | Reduced |
| Diversified Portfolios, Inc. | 414 | $269.1K | 0.04% | +86+26.2% | Added |
| Jeppson Wealth Management, LLC | 413 | $268.4K | 0.10% | −5−1.2% | Reduced |
| Canopy Partners, LLC | 413 | $268.4K | 0.13% | +413 | New |
| Values Added Financial LLC | 412 | $267.8K | 0.21% | +2+0.5% | Added |
| Echo45 Advisors LLC | 411 | $267.1K | 0.19% | −5−1.2% | Reduced |
| Five Oceans Advisors | 411 | $267.1K | 0.14% | 00.0% | Unchanged |
| BIP Wealth, LLC | 410 | $266.5K | 0.02% | −45−9.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $266.5K | 0.09% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 409 | $265.9K | 0.43% | +19+4.9% | Added |
| Peloton Wealth Strategists | 407 | $265.0K | 0.11% | +10+2.5% | Added |
| Benin Management CORP | 407 | $264.6K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 404 | $262.8K | 0.01% | +42+11.6% | Added |
| Pine Harbor Wealth Management, LLC | 402 | $261.2K | 0.16% | +1+0.2% | Added |
| Hall Laurie J Trustee | 400 | $261.0K | 0.09% | 00.0% | Unchanged |
| Summit Financial Group Inc | 401 | $260.6K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 401 | $260.6K | 0.13% | +2+0.5% | Added |
| Carret Asset Management, LLC | 400 | $260.0K | 0.03% | −1−0.2% | Reduced |
| Fortis Advisors, LLC | 400 | $260.0K | 0.17% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 400 | $260.0K | 0.03% | +400 | New |
| Semus Wealth Partners LLC | 399 | $259.2K | 0.22% | −11−2.7% | Reduced |
| Stonebrook Private Inc. | 398 | $258.8K | 0.08% | +17+4.5% | Added |
| Solidarilty Wealth, LLC | 398 | $258.7K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 398 | $258.7K | 0.03% | +55+16.0% | Added |
| New Republic Capital, LLC | 397 | $258.1K | 0.16% | +49+14.1% | Added |
| Wade Financial Advisory, Inc | 397 | $258.1K | 0.09% | −25−5.9% | Reduced |
| Angeles Investment Advisors, LLC | 392 | $254.8K | 0.01% | +392 | New |
| Quantum Financial Advisors, LLC | 392 | $254.5K | 0.05% | −9−2.2% | Reduced |
| GYL Financial Synergies, LLC | 388 | $252.2K | 0.02% | +27+7.5% | Added |
| Red Wave Investments LLC | 387 | $251.6K | 0.09% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 387 | $251.6K | 0.10% | +387 | New |
| West Bancorporation Inc | 386 | $250.9K | 0.16% | −26−6.3% | Reduced |
| Angeles Wealth Management, LLC | 386 | $250.9K | 0.03% | +386 | New |
| Claret Asset Management Corp | 385 | $250.0K | 0.04% | −3−0.8% | Reduced |
| Compass Ion Advisors, LLC | 384 | $249.6K | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 383 | $248.9K | 0.04% | +383 | New |
| Goldstein Advisors, LLC | 381 | $247.3K | 0.04% | −16−4.0% | Reduced |
| New Jersey Better Educational Savings Trust | 380 | $247.0K | 0.47% | 00.0% | Unchanged |
| Seldon Capital LP | 378 | $245.7K | 0.15% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 377 | $245.1K | 0.12% | +377 | New |
| Ameritas Advisory Services, LLC | 395 | $244.7K | 0.01% | −15−3.7% | Reduced |
| Source Financial Advisors LLC | 376 | $244.5K | 0.07% | +3+0.8% | Added |
| Financial Network Wealth Advisors LLC | 376 | $244.4K | 0.24% | +1+0.3% | Added |
| Founders Financial Alliance, LLC | 376 | $244.2K | 0.07% | −59−13.6% | Reduced |
| Boothbay Fund Management, LLC | 375 | $243.8K | 0.01% | −5,754−93.9% | Reduced |
| Group One Trading, L.P. | 375 | $243.8K | 0.01% | −614−62.1% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $243.8K | 0.06% | −50−11.8% | Reduced |
| Tandem Investment Advisors, Inc. | 373 | $242.0K | 0.01% | +373 | New |
| Crown Wealth Group, LLC | 372 | $241.8K | 0.12% | +18+5.1% | Added |
| Opal Wealth Advisors, LLC | 372 | $241.8K | 0.08% | +34+10.1% | Added |
| Guardian Wealth Advisors, LLC | 372 | $241.8K | 0.03% | +46+14.1% | Added |
| Cottonwood Capital Advisors, LLC | 395 | $241.8K | 0.19% | −41−9.4% | Reduced |
| BEAM Asset Management, LLC | 371 | $241.3K | 0.14% | 00.0% | Unchanged |
| Coastline Trust Co | 371 | $241.2K | 0.03% | −190−33.9% | Reduced |
| Renasant Bank | 369 | $239.8K | 0.17% | −7−1.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 368 | $239.2K | 0.04% | +12+3.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 365 | $237.3K | 0.10% | +35+10.6% | Added |
| Centiva Capital, LP | 364 | $236.6K | 0.01% | +364 | New |
| Heritage Investment Group, Inc. | 362 | $236.0K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 363 | $235.8K | 0.06% | +1+0.3% | Added |
| Pinnacle Bancorp, Inc. | 362 | $235.3K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 361 | $234.7K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 358 | $232.7K | 0.16% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 358 | $232.4K | 0.04% | +1+0.3% | Added |
| Cidel Asset Management Inc | 356 | $231.4K | 0.02% | −22−5.8% | Reduced |
| Twelve Points Wealth Management LLC | 355 | $230.8K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 354 | $230.3K | 0.01% | +43+13.8% | Added |
| Apexium Financial, LP | 354 | $230.1K | 0.02% | +354 | New |
| Azzad Asset Management Inc | 352 | $229.1K | 0.03% | +3+0.9% | Added |
| Ssi Investment Management LLC | 352 | $228.8K | 0.02% | −3−0.8% | Reduced |
| Capital Wealth Planning, LLC | 352 | $228.8K | 0.00% | +352 | New |
| Farmers & Merchants Trust Co of Long Beach | 352 | $228.8K | 0.06% | +352 | New |
| GoalFusion Wealth Management, LLC | 351 | $227.8K | 0.15% | +1+0.3% | Added |
| Cornerstone Wealth Management, LLC | 350 | $227.6K | 0.02% | −9−2.5% | Reduced |
| Sunflower Bank, N.A. | 350 | $227.5K | 0.05% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 369 | $227.0K | 0.06% | +1+0.3% | Added |
| Leo Wealth, LLC | 349 | $226.5K | 0.02% | +29+9.1% | Added |
| Proequities, Inc. | 347 | $225.6K | 0.01% | +112+47.7% | Added |
| Vicus Capital | 347 | $225.5K | 0.02% | +347 | New |
| Clarkston Capital Partners, LLC | 346 | $224.9K | 0.00% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 346 | $224.9K | 0.07% | +3+0.9% | Added |
| Aviso Wealth Management | 345 | $224.3K | 0.14% | +345 | New |
| Quadrant Private Wealth Management, LLC | 345 | $224.3K | 0.06% | −11−3.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 344 | $223.6K | 0.02% | −29−7.8% | Reduced |
| NTV Asset Management LLC | 344 | $223.6K | 0.03% | +344 | New |
| MEMBERS Trust Co | 342 | $222.3K | 0.01% | −12−3.4% | Reduced |
| Beacon Financial Strategies CORP | 341 | $221.7K | 0.16% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 341 | $221.7K | 0.17% | +341 | New |
| Onyx Bridge Wealth Group LLC | 348 | $221.5K | 0.04% | −18−4.9% | Reduced |
| Nwam LLC | 343 | $220.5K | 0.02% | −40−10.4% | Reduced |
| Sound Income Strategies, LLC | 339 | $220.5K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 336 | $218.4K | 0.04% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 336 | $218.0K | 0.16% | +336 | New |
| Prentice Wealth Management LLC | 335 | $217.8K | 0.08% | 00.0% | Unchanged |
| Bank of Stockton | 335 | $217.8K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 335 | $217.8K | 0.08% | +135+67.5% | Added |