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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 100 | $65.0K | 0.01% | +100 | New |
| LRI Investments, LLC | 99 | $64.3K | 0.02% | +99 | New |
| DecisionPoint Financial, LLC | 100 | $63.7K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 105 | $63.2K | 0.00% | +6+6.1% | Added |
| Operose Advisors LLC | 95 | $61.8K | 0.02% | −84−46.9% | Reduced |
| EntryPoint Capital, LLC | 93 | $60.5K | 0.05% | +93 | New |
| Financial Management Professionals, Inc. | 92 | $60.0K | 0.01% | −49−34.8% | Reduced |
| Horizon Bancorp Inc | 93 | $60.0K | 0.03% | −5−5.1% | Reduced |
| Continuum Advisory, LLC | 94 | $58.9K | 0.01% | +94 | New |
| Toth Financial Advisory Corp | 90 | $58.6K | 0.01% | −12−11.8% | Reduced |
| Piscataqua Savings Bank | 90 | $58.5K | 0.05% | −17−15.9% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $57.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 88 | $57.5K | 0.02% | −10−10.2% | Reduced |
| Activest Wealth Management | 87 | $56.7K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $55.7K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 84 | $54.6K | 0.01% | −50−37.3% | Reduced |
| Webster Bank, N. A. | 81 | $52.6K | 0.01% | +16+24.6% | Added |
| Cornerstone Planning Group LLC | 83 | $52.2K | 0.02% | −29−25.9% | Reduced |
| Key Financial Inc | 80 | $52.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 79 | $51.4K | 0.01% | +79 | New |
| GPS Wealth Strategies Group, LLC | 77 | $50.3K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 74 | $48.1K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $46.8K | 0.01% | −42−36.8% | Reduced |
| Fernwood Investment Management, LLC | 70 | $45.5K | 0.01% | +70 | New |
| Atwood & Palmer Inc | 69 | $44.9K | 0.00% | +2+3.0% | Added |
| Barrett & Company, Inc. | 65 | $42.5K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 65 | $42.3K | 0.01% | −3−4.4% | Reduced |
| Tidemark, LLC | 65 | $42.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 64 | $41.6K | 0.00% | +47+276.5% | Added |
| Pacifica Partners Inc. | 65 | $41.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $38.8K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 59 | $35.9K | 0.02% | −1−1.7% | Reduced |
| Bogart Wealth, LLC | 55 | $35.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $35.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $35.1K | 0.01% | +7+14.9% | Added |
| Stephenson National Bank & Trust | 53 | $34.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 52 | $33.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 50 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $32.5K | 0.02% | −5−9.1% | Reduced |
| Albion Financial Group | 50 | $32.5K | 0.00% | −4−7.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 50 | $32.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 48 | $31.2K | 0.02% | −134−73.6% | Reduced |
| MCF Advisors LLC | 48 | $31.2K | 0.00% | +2+4.3% | Added |
| Provenance Wealth Advisors, LLC | 46 | $29.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 45 | $29.3K | 0.02% | +14+45.2% | Added |
| Optimum Investment Advisors | 44 | $28.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 44 | $28.6K | 0.00% | +3+7.3% | Added |
| Hanson & Doremus Investment Management | 43 | $28.0K | 0.00% | +15+53.6% | Added |
| West Branch Capital LLC | 43 | $28.0K | 0.01% | +19+79.2% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $26.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38 | $24.7K | 0.00% | +3+8.6% | Added |
| Grayhawk Investment Strategies Inc. | 36 | $23.4K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 36 | $23.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $23.4K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $21.4K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 32 | $20.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 31 | $20.1K | 0.00% | −468−93.8% | Reduced |
| Independence Bank of Kentucky | 30 | $19.5K | 0.01% | +10+50.0% | Added |
| Beaird Harris Wealth Management, LLC | 29 | $18.9K | 0.00% | −43−59.7% | Reduced |
| Archer Investment Corp | 28 | $18.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $18.2K | 0.00% | +1+3.7% | Added |
| Rakuten Securities, Inc. | 28 | $18.2K | 0.01% | +7+33.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 27 | $17.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $17.6K | 0.00% | +2+8.0% | Added |
| Valued Wealth Advisors LLC | 27 | $17.6K | 0.01% | +8+42.1% | Added |
| Creekmur Asset Management LLC | 26 | $16.9K | 0.01% | +26 | New |
| Wolff Wiese Magana LLC | 25 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $16.3K | 0.00% | +15+150.0% | Added |
| Cedar Wealth Management, LLC | 24 | $15.6K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 25 | $15.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $15.3K | 0.01% | +3+15.0% | Added |
| Kozak & Associates, Inc. | 23 | $15.1K | 0.00% | +12+109.1% | Added |
| REAP Financial Group, LLC | 22 | $14.3K | 0.00% | −6−21.4% | Reduced |
| Raffa Wealth Management, LLC | 22 | $14.3K | 0.00% | −5−18.5% | Reduced |
| VisionPoint Advisory Group, LLC | 21 | $13.7K | 0.00% | −11−34.4% | Reduced |
| First Pacific Financial | 21 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 21 | $13.7K | 0.00% | +21 | New |
| RFP Financial Group LLC | 20 | $13.0K | 0.01% | −1−4.8% | Reduced |
| Adirondack Trust Co | 20 | $13.0K | 0.01% | +1+5.3% | Added |
| Capula Management Ltd | 20 | $13.0K | 0.00% | +13+185.7% | Added |
| Providence Capital Advisors, LLC | 19 | $12.3K | 0.00% | −125−86.8% | Reduced |
| Beacon Capital Management, LLC | 19 | $12.3K | 0.00% | +13+216.7% | Added |
| Core Alternative Capital | 17 | $11.1K | 0.00% | −104−86.0% | Reduced |
| IAG Wealth Partners, LLC | 17 | $11.1K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 17 | $11.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 16 | $10.4K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 16 | $10.4K | 0.00% | +16 | New |
| Avion Wealth | 15 | $10.0K | 0.00% | −1−6.3% | Reduced |
| Tfo-TDC, LLC | 15 | $9.75K | 0.00% | −2−11.8% | Reduced |
| Aspire Private Capital, LLC | 15 | $9.75K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $9.75K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14 | $9.10K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $9.10K | 0.00% | +14 | New |
| PFS Partners, LLC | 13 | $8.49K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $8.45K | 0.01% | 00.0% | Unchanged |