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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 335 | $217.8K | 0.01% | +245+272.2% | Added |
| Mayflower Financial Advisors, LLC | 334 | $217.1K | 0.04% | +334 | New |
| Lafayette Investments, Inc. | 332 | $215.8K | 0.05% | +2+0.6% | Added |
| Galvin, Gaustad & Stein, LLC | 332 | $215.7K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 331 | $215.2K | 0.06% | −19−5.4% | Reduced |
| Family Management Corp | 331 | $215.2K | 0.04% | +331 | New |
| TCG Advisory Services, LLC | 330 | $214.5K | 0.01% | −15−4.3% | Reduced |
| Balboa Wealth Partners | 328 | $213.3K | 0.07% | +328 | New |
| Naples Global Advisors, LLC | 327 | $212.8K | 0.02% | −6−1.8% | Reduced |
| Pacitti Group Inc. | 327 | $212.8K | 0.12% | −10−3.0% | Reduced |
| Canvas Wealth Advisors, LLC | 347 | $212.8K | 0.07% | +347 | New |
| AdvisorNet Financial, Inc | 327 | $212.6K | 0.02% | +32+10.8% | Added |
| Natixis Investment Managers International | 327 | $212.6K | 0.01% | −15−4.4% | Reduced |
| Barings LLC | 327 | $212.6K | 0.01% | +327 | New |
| LVW Advisors, LLC | 327 | $212.6K | 0.04% | +327 | New |
| Great Valley Advisor Group, Inc. | 325 | $211.3K | 0.01% | +325 | New |
| Vantage Consulting Group Inc | 325 | $211.3K | 0.13% | −35−9.7% | Reduced |
| Park Place Capital Corp | 325 | $211.3K | 0.08% | −33−9.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 325 | $211.2K | 0.02% | +325 | New |
| United Advisor Group, LLC | 324 | $210.6K | 0.08% | +324 | New |
| Girard Partners Ltd. | 323 | $210.2K | 0.02% | +323 | New |
| Blue Chip Partners, Inc. | 323 | $210.0K | 0.02% | +12+3.9% | Added |
| Navellier & Associates Inc | 323 | $209.9K | 0.03% | +323 | New |
| MGO Private Wealth, LLC | 322 | $209.3K | 0.13% | +322 | New |
| Clarus Wealth Advisors | 332 | $208.8K | 0.12% | −2−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 320 | $208.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 319 | $207.4K | 0.04% | −911−74.1% | Reduced |
| Fiera Capital Corp | 319 | $207.3K | 0.00% | −1,004−75.9% | Reduced |
| Rothschild Investment LLC | 319 | $207.3K | 0.02% | +11+3.6% | Added |
| Emerald Advisors, LLC | 318 | $207.0K | 0.04% | −13−3.9% | Reduced |
| Chesapeake Wealth Management | 318 | $206.7K | 0.08% | −19−5.6% | Reduced |
| AJOVista, LLC | 318 | $206.7K | 0.56% | 00.0% | Unchanged |
| Westmount Partners, LLC | 318 | $206.7K | 0.07% | +318 | New |
| Hemington Wealth Management | 314 | $205.0K | 0.07% | −6−1.9% | Reduced |
| Retirement Solution Inc. | 315 | $204.8K | 0.06% | +315 | New |
| Mirabella Financial Services LLP | 314 | $204.1K | 0.01% | +314 | New |
| Royal Fund Management, LLC | 313 | $203.4K | 0.02% | −500−61.5% | Reduced |
| Riverview Trust Co | 313 | $203.4K | 0.16% | +313 | New |
| Stage Harbor Financial, LLC | 311 | $202.2K | 0.18% | +311 | New |
| Tyche Wealth Partners LLC | 310 | $201.5K | 0.05% | −486−61.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 310 | $201.5K | 0.02% | +310 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 310 | $201.5K | 0.05% | +310 | New |
| Fundamentun, LLC | 309 | $201.0K | 0.02% | +309 | New |
| Aureus Asset Management, LLC | 309 | $200.8K | 0.01% | +309 | New |
| Gilliland Jeter Wealth Management LLC | 293 | $190.6K | 0.07% | −141−32.5% | Reduced |
| Planning Capital Management Corp | 293 | $190.5K | 0.14% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 293 | $190.4K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 293 | $190.4K | 0.08% | +164+127.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 290 | $188.5K | 0.04% | +2+0.7% | Added |
| Valley National Advisers Inc | 274 | $178.0K | 0.03% | +15+5.8% | Added |
| Western Pacific Wealth Management, LP | 265 | $172.3K | 0.12% | −13−4.7% | Reduced |
| DT Investment Partners, LLC | 246 | $159.9K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 241 | $156.9K | 0.02% | +106+78.5% | Added |
| Hexagon Capital Partners LLC | 235 | $152.8K | 0.03% | +22+10.3% | Added |
| Rise Advisors, LLC | 234 | $151.8K | 0.08% | +144+160.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 233 | $151.6K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 231 | $150.0K | 0.01% | +33+16.7% | Added |
| Delta Asset Management LLC | 230 | $149.5K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 227 | $147.6K | 0.10% | +1+0.4% | Added |
| Main Street Group, LTD | 225 | $144.1K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 219 | $142.3K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $133.3K | 0.10% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 201 | $130.7K | 0.13% | +201 | New |
| Peoples Bank | 200 | $130.0K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 197 | $128.1K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $128.1K | 0.07% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 195 | $126.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $123.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 190 | $123.5K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $121.5K | 0.08% | +187 | New |
| Washington Trust Advisors, Inc. | 180 | $117.1K | 0.01% | +70+63.6% | Added |
| Indiana Trust & Investment Management CO | 180 | $117.0K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 162 | $115.0K | 0.01% | +14+9.5% | Added |
| Atlas Capital Advisors LLC | 168 | $109.2K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 160 | $104.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 157 | $102.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 152 | $98.8K | 0.00% | −2−1.3% | Reduced |
| Wellington Shields & Co., LLC | 151 | $98.2K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $98.0K | 0.04% | −12−7.4% | Reduced |
| Highline Wealth Partners LLC | 139 | $90.5K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $90.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 131 | $85.2K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 131 | $85.0K | 0.00% | +9+7.4% | Added |
| Global Financial Private Client, LLC | 129 | $82.5K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 125 | $81.3K | 0.16% | +125 | New |
| Redmont Wealth Advisors LLC | 124 | $80.6K | 0.11% | +124 | New |
| Princeton Global Asset Management LLC | 123 | $79.9K | 0.02% | −4−3.1% | Reduced |
| Mendota Financial Group, LLC | 122 | $79.3K | 0.05% | −207−62.9% | Reduced |
| Larson Financial Group LLC | 121 | $78.7K | 0.01% | +5+4.3% | Added |
| Mizuho Securities Co. Ltd. | 120 | $78.0K | 0.43% | +100+500.0% | Added |
| Eagle Bay Advisors LLC | 119 | $77.3K | 0.05% | +48+67.6% | Added |
| Center for Financial Planning, Inc. | 115 | $74.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 112 | $72.9K | 0.06% | −3−2.6% | Reduced |
| SJS Investment Consulting Inc. | 108 | $70.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 108 | $70.2K | 0.02% | +108 | New |
| GW&K Investment Management, LLC | 107 | $70.0K | 0.00% | −2−1.8% | Reduced |
| Wunderlich Capital Managemnt | 107 | $69.5K | 0.03% | −2−1.8% | Reduced |
| Custom Portfolio Group LLC | 107 | $69.5K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 106 | $68.9K | 0.03% | −2−1.9% | Reduced |
| Addison Advisors LLC | 102 | $66.3K | 0.02% | +2+2.0% | Added |