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
- 1,944
- +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
- 735 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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 47,396 | $30.8M | 0.36% | −37−0.1% | Reduced |
| CIBC World Markets Corp | 47,245 | $30.7M | 0.20% | −59,929−55.9% | Reduced |
| Cetera Investment Advisers | 46,756 | $30.4M | 0.07% | +34,802+291.1% | Added |
| Advent International Corp | 46,643 | $30.3M | 0.53% | +14,800+46.5% | Added |
| American Century Companies Inc | 46,541 | $30.3M | 0.02% | −5,578−10.7% | Reduced |
| Bank of Nova Scotia | 46,054 | $29.9M | 0.06% | −88,822−65.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,582 | $29.6M | 0.37% | +795+1.8% | Added |
| Marex Group plc | 45,500 | $29.6M | 0.96% | +45,500 | New |
| Kayne Anderson Rudnick Investment Management LLC | 45,279 | $29.4M | 0.07% | +2,244+5.2% | Added |
| Clifford Swan Investment Counsel LLC | 45,275 | $29.4M | 1.09% | −725−1.6% | Reduced |
| Tran Capital Management, L.P. | 45,135 | $29.3M | 3.27% | −5,180−10.3% | Reduced |
| Connectus Wealth, LLC | 45,132 | $29.3M | 0.80% | −41,984−48.2% | Reduced |
| Manning & Napier Group, LLC | 44,992 | $29.2M | 0.33% | −1,942−4.1% | Reduced |
| Cookson Peirce & Co Inc | 44,942 | $29.2M | 1.56% | −174−0.4% | Reduced |
| Manchester Global Management (UK) Ltd | 43,526 | $28.3M | 4.97% | +17,926+70.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $27.9M | 0.29% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 42,790 | $27.8M | 1.31% | +1,305+3.1% | Added |
| New York Life Investment Management LLC | 42,449 | $27.6M | 0.27% | −1,499−3.4% | Reduced |
| De Burlo Group Inc | 41,815 | $27.2M | 3.61% | −5,515−11.7% | Reduced |
| Man Group plc | 41,337 | $26.9M | 0.07% | +5,061+14.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 41,324 | $26.9M | 0.33% | +1,324+3.3% | Added |
| Beacon Investment Advisory Services, Inc. | 41,130 | $26.7M | 1.15% | −672−1.6% | Reduced |
| Troy Asset Management Ltd | 40,877 | $26.6M | 0.80% | −57−0.1% | Reduced |
| Assenagon Asset Management S.A. | 40,148 | $26.1M | 0.07% | +21,719+117.9% | Added |
| Wendell David Associates Inc | 40,121 | $26.1M | 2.64% | −421−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 40,039 | $26.0M | 0.11% | −1,871−4.5% | Reduced |
| Brinker Capital Investments, LLC | 39,634 | $25.8M | 0.28% | −2,526−6.0% | Reduced |
| Orion Portfolio Solutions, LLC | 39,634 | $25.8M | 0.28% | −2,526−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 39,502 | $25.7M | 0.38% | −11,945−23.2% | Reduced |
| Wealthfront Advisers LLC | 39,415 | $25.6M | 0.09% | +261+0.7% | Added |
| MML Investors Services, LLC | 39,374 | $25.6M | 0.11% | −919−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,454 | $25.6M | 0.29% | −1,384−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 39,236 | $25.5M | 0.23% | +962+2.5% | Added |
| McDaniel Terry & Co | 39,039 | $25.4M | 2.26% | −76−0.2% | Reduced |
| Hillman Co | 38,994 | $25.3M | 11.83% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 38,908 | $25.3M | 0.82% | −347−0.9% | Reduced |
| Davidson Investment Advisors | 38,745 | $25.2M | 1.31% | +1,073+2.8% | Added |
| D. E. Shaw & Co., Inc. | 38,649 | $25.1M | 0.03% | −13,653−26.1% | Reduced |
| Main Street Research LLC | 38,590 | $25.1M | 1.71% | +2,123+5.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 38,413 | $25.0M | 0.11% | +38,413 | New |
| Achmea Investment Management B.V. | 38,329 | $24.9M | 0.48% | +245+0.6% | Added |
| Louisiana State Employees Retirement System | 38,300 | $24.9M | 0.48% | −800−2.0% | Reduced |
| State of Alaska, Department of Revenue | 38,124 | $24.8M | 0.28% | −2,535−6.2% | Reduced |
| Yousif Capital Management, LLC | 38,035 | $24.7M | 0.27% | −679−1.8% | Reduced |
| Whittier Trust Co | 37,753 | $24.5M | 0.36% | +819+2.2% | Added |
| Mutual of America Capital Management LLC | 37,718 | $24.5M | 0.26% | +216+0.6% | Added |
| Jasper Ridge Partners, L.P. | 37,165 | $24.2M | 0.76% | +55+0.1% | Added |
| Sapient Capital LLC | 36,966 | $24.0M | 0.53% | +540+1.5% | Added |
| Pacer Advisors, Inc. | 36,891 | $24.0M | 0.06% | −712−1.9% | Reduced |
| AQR Capital Management LLC | 36,766 | $23.9M | 0.04% | +211+0.6% | Added |
| RMB Capital Management, LLC | 36,422 | $23.7M | 0.54% | −3,722−9.3% | Reduced |
| 1832 Asset Management L.P. | 35,912 | $23.3M | 0.04% | −10,384−22.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 35,714 | $23.2M | 0.79% | −296−0.8% | Reduced |
| Allen Investment Management LLC | 35,640 | $23.2M | 0.29% | +7,536+26.8% | Added |
| Steel Peak Wealth Management LLC | 35,621 | $23.2M | 1.19% | +1,230+3.6% | Added |
| M&G Plc | 35,106 | $22.8M | 0.14% | +35,106 | New |
| Rockland Trust Co | 34,857 | $22.7M | 1.19% | −1,593−4.4% | Reduced |
| Harvest Portfolios Group Inc. | 33,851 | $22.0M | 0.86% | −2,064−5.7% | Reduced |
| Citadel Advisors LLC | 33,442 | $21.7M | 0.02% | −39,270−54.0% | Reduced |
| Talbot Financial, LLC | 33,194 | $21.6M | 2.89% | −94−0.3% | Reduced |
| Sit Investment Associates Inc | 32,720 | $21.3M | 0.49% | −2,345−6.7% | Reduced |
| Northwest & Ethical Investments L.P. | 32,274 | $21.0M | 0.60% | +791+2.5% | Added |
| Cim, LLC | 32,197 | $20.9M | 3.17% | −373−1.1% | Reduced |
| Raub Brock Capital Management LP | 32,162 | $20.9M | 4.43% | −2,556−7.4% | Reduced |
| Tiaa Trust, National Association | 32,113 | $20.9M | 0.06% | −372−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 31,997 | $20.8M | 0.52% | +891+2.9% | Added |
| Advisor Group Holdings, Inc. | 31,888 | $20.7M | 0.05% | −43,516−57.7% | Reduced |
| Montag & Caldwell, LLC | 31,586 | $20.5M | 3.54% | −875−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,216 | $20.3M | 0.03% | −721−2.3% | Reduced |
| Janney Montgomery Scott LLC | 30,395 | $19.8M | 0.06% | +948+3.2% | Added |
| Prudential PLC | 30,322 | $19.7M | 0.16% | +14,451+91.1% | Added |
| Segment Wealth Management, LLC | 30,217 | $19.6M | 1.49% | +1,092+3.7% | Added |
| Westpac Banking Corp | 29,827 | $19.4M | 1.48% | −1,949−6.1% | Reduced |
| Lyell Wealth Management, LP | 29,400 | $19.1M | 1.94% | −261−0.9% | Reduced |
| Forte Capital LLC | 29,388 | $19.1M | 2.36% | −685−2.3% | Reduced |
| Millennium Management LLC | 29,284 | $19.0M | 0.02% | +79+0.3% | Added |
| Jupiter Asset Management Ltd | 29,270 | $19.0M | 0.18% | +4,858+19.9% | Added |
| Abner Herrman & Brock LLC | 29,226 | $19.0M | 2.37% | −390−1.3% | Reduced |
| Lido Advisors, LLC | 29,021 | $18.9M | 0.17% | +12,748+78.3% | Added |
| Copeland Capital Management, LLC | 28,733 | $18.7M | 0.34% | +2,107+7.9% | Added |
| Overbrook Management Corp | 28,336 | $18.4M | 4.95% | −7,964−21.9% | Reduced |
| Credit Agricole S A | 30,197 | $18.4M | 0.31% | +7,514+33.1% | Added |
| Mercer Global Advisors Inc | 27,550 | $18.0M | 0.05% | +2,641+10.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 27,676 | $18.0M | 1.50% | +137+0.5% | Added |
| Congress Wealth Management LLC | 27,636 | $18.0M | 0.31% | +252+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,268 | $17.7M | 0.05% | +3,266+13.6% | Added |
| Illinois Municipal Retirement Fund | 27,264 | $17.7M | 0.27% | +10,771+65.3% | Added |
| Wilson Asset Management (International) Pty Ltd | 27,049 | $17.6M | 4.54% | −3,227−10.7% | Reduced |
| iA Global Asset Management Inc. | 26,977 | $17.5M | 0.36% | −976−3.5% | Reduced |
| Earnest Partners LLC | 26,843 | $17.4M | 0.08% | −23,076−46.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,708 | $17.4M | 0.07% | +1,952+7.9% | Added |
| Profund Advisors LLC | 26,054 | $16.9M | 0.66% | −1,111−4.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 25,999 | $16.9M | 0.52% | +318+1.2% | Added |
| Gabelli Funds LLC | 25,927 | $16.9M | 0.12% | +24+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 25,822 | $16.8M | 0.19% | +4,896+23.4% | Added |
| Van Eck Associates Corp | 25,621 | $16.7M | 0.03% | −2,023−7.3% | Reduced |
| Commerce Bank | 25,586 | $16.6M | 0.11% | −925−3.5% | Reduced |
| Sycomore Asset Management | 25,514 | $16.6M | 3.64% | +9,058+55.0% | Added |
| Elo Mutual Pension Insurance Co | 25,578 | $16.6M | 0.39% | +1,109+4.5% | Added |
| AMF Pensionsforsakring AB | 25,247 | $16.4M | 0.12% | −40,505−61.6% | Reduced |