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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 25,027 | $16.3M | 1.26% | −2,282−8.4% | Reduced |
| Atria Investments LLC | 24,927 | $16.2M | 0.22% | −1,211−4.6% | Reduced |
| Middleton & Co Inc | 24,759 | $16.1M | 1.86% | −1,127−4.4% | Reduced |
| Bryn Mawr Trust Co | 24,558 | $16.0M | 0.61% | +24,558 | New |
| Cary Street Partner Investment Advisory LLC | 24,429 | $15.9M | 0.67% | −2,810−10.3% | Reduced |
| JustInvest LLC | 24,259 | $15.8M | 0.34% | +4,463+22.5% | Added |
| Alley Investment Management Company, LLC | 24,148 | $15.7M | 2.16% | −2,434−9.2% | Reduced |
| Aptus Capital Advisors, LLC | 24,133 | $15.7M | 0.34% | +1,858+8.3% | Added |
| Zevenbergen Capital Investments LLC | 24,071 | $15.6M | 0.33% | +25+0.1% | Added |
| Makena Capital Management LLC | 24,052 | $15.6M | 3.64% | −659−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 24,028 | $15.6M | 0.05% | +4,178+21.0% | Added |
| Oregon Public Employees Retirement Fund | 23,948 | $15.6M | 0.31% | +2,069+9.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 23,656 | $15.4M | 0.49% | +4,826+25.6% | Added |
| Trust Co of Vermont | 23,456 | $15.2M | 0.85% | +383+1.7% | Added |
| Ethic Inc. | 23,447 | $15.2M | 0.39% | +2,176+10.2% | Added |
| Bamco Inc | 23,419 | $15.2M | 0.04% | +5,928+33.9% | Added |
| Compagnie Lombard Odier SCmA | 23,329 | $15.2M | 0.27% | +9,359+67.0% | Added |
| HFR Wealth Management, LLC | 23,278 | $15.1M | 3.83% | −110−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 23,258 | $15.1M | 0.29% | +4,455+23.7% | Added |
| Gratus Capital LLC | 23,256 | $15.1M | 0.70% | +437+1.9% | Added |
| Parallel Advisors, LLC | 23,102 | $15.0M | 0.41% | −305−1.3% | Reduced |
| Sienna Gestion | 22,709 | $14.8M | 1.35% | +22,709 | New |
| Tower Research Capital LLC (TRC) | 22,449 | $14.6M | 0.35% | −28,193−55.7% | Reduced |
| First Horizon Advisors, Inc. | 22,303 | $14.5M | 0.45% | −518−2.3% | Reduced |
| JGP Wealth Management, LLC | 22,059 | $14.3M | 2.08% | +19,570+786.3% | Added |
| Polar Capital Holdings Plc | 21,707 | $14.1M | 0.09% | −17,833−45.1% | Reduced |
| Northstar Asset Management Inc | 21,586 | $14.0M | 2.46% | −4,165−16.2% | Reduced |
| YHB Investment Advisors, Inc. | 21,527 | $14.0M | 1.24% | −163−0.8% | Reduced |
| Kentucky Retirement Systems | 21,259 | $13.8M | 0.41% | −1,165−5.2% | Reduced |
| Sheets Smith Wealth Management | 21,219 | $13.8M | 1.54% | +5,222+32.6% | Added |
| Liberty Capital Management, Inc. | 20,850 | $13.6M | 3.34% | −723−3.4% | Reduced |
| Hamilton Capital Partners Inc. | 20,819 | $13.5M | 1.64% | +8,242+65.5% | Added |
| Meiji Yasuda Life Insurance Co | 20,792 | $13.5M | 0.29% | +11,919+134.3% | Added |
| Cohen Klingenstein LLC | 20,600 | $13.4M | 0.50% | 00.0% | Unchanged |
| Trajan Wealth LLC | 20,504 | $13.3M | 0.90% | +20,504 | New |
| First Long Island Investors, LLC | 20,400 | $13.3M | 1.10% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 15,050 | $13.3M | 4.65% | −11,605−43.5% | Reduced |
| QRG Capital Management, Inc. | 20,288 | $13.2M | 0.17% | +3,869+23.6% | Added |
| Bokf, NA | 20,539 | $13.1M | 0.24% | +2,171+11.8% | Added |
| Maryland State Retirement & Pension System | 21,350 | $13.1M | 0.26% | +82+0.4% | Added |
| Calamos Wealth Management LLC | 20,107 | $13.1M | 0.74% | +307+1.6% | Added |
| Barlow Wealth Partners, Inc. | 21,020 | $13.1M | 1.78% | −4,025−16.1% | Reduced |
| Gradient Investments LLC | 19,945 | $13.0M | 0.30% | −280−1.4% | Reduced |
| Global X Japan Co., Ltd. | 19,911 | $12.9M | 2.75% | +17,411+696.4% | Added |
| Atalanta Sosnoff Capital, LLC | 19,883 | $12.9M | 0.30% | −1,540−7.2% | Reduced |
| Shell Asset Management Co | 19,660 | $12.9M | 0.59% | −1,688−7.9% | Reduced |
| Arcadia Investment Management Corp | 19,734 | $12.8M | 2.27% | −225−1.1% | Reduced |
| Bessemer Group Inc | 19,676 | $12.8M | 0.02% | +2,450+14.2% | Added |
| Patten & Patten Inc | 19,640 | $12.8M | 0.91% | −12−0.1% | Reduced |
| Montag A & Associates Inc | 19,630 | $12.8M | 0.64% | +159+0.8% | Added |
| Glenmede Trust Co NA | 18,989 | $12.3M | 0.06% | −26−0.1% | Reduced |
| Ieq Capital, LLC | 18,969 | $12.3M | 0.18% | +725+4.0% | Added |
| Hantz Financial Services, Inc. | 18,810 | $12.2M | 0.24% | −667−3.4% | Reduced |
| Sara-Bay Financial | 18,774 | $12.0M | 5.39% | +64+0.3% | Added |
| GWM Advisors LLC | 18,396 | $12.0M | 0.10% | +1,280+7.5% | Added |
| Advisors Asset Management, Inc. | 18,386 | $12.0M | 0.23% | +1,081+6.2% | Added |
| Huntington National Bank | 18,333 | $11.9M | 0.10% | +1,013+5.8% | Added |
| Hartford Investment Management Co | 18,098 | $11.8M | 0.42% | −788−4.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,061 | $11.7M | 0.78% | +263+1.5% | Added |
| Jane Street Group, LLC | 18,049 | $11.7M | 0.02% | −45,275−71.5% | Reduced |
| Impax Asset Management Group plc | 17,959 | $11.7M | 0.04% | −8,178−31.3% | Reduced |
| Peapack Gladstone Financial Corp | 17,903 | $11.6M | 0.18% | −18−0.1% | Reduced |
| Financial Counselors Inc | 17,763 | $11.5M | 0.19% | −261−1.4% | Reduced |
| XXEC, Inc. | 17,730 | $11.5M | 8.67% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 17,677 | $11.5M | 0.45% | −1,468−7.7% | Reduced |
| Amica Mutual Insurance Co | 17,516 | $11.4M | 1.16% | −1,287−6.8% | Reduced |
| Bailard, Inc. | 17,402 | $11.3M | 0.31% | −753−4.1% | Reduced |
| Citizens Financial Group Inc | 17,313 | $11.3M | 0.38% | +1,379+8.7% | Added |
| GHP Investment Advisors, Inc. | 17,152 | $11.1M | 0.55% | −262−1.5% | Reduced |
| Evexia Wealth LLC | 17,804 | $11.1M | 4.55% | +1,122+6.7% | Added |
| 2Xideas AG | 16,976 | $11.0M | 1.35% | −4,213−19.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,941 | $11.0M | 0.21% | +3,081+22.2% | Added |
| Allianz SE | 16,839 | $10.9M | 0.34% | +16,839 | New |
| Azimuth Capital Investment Management LLC | 16,825 | $10.9M | 0.45% | +60+0.4% | Added |
| Motco | 16,784 | $10.9M | 0.65% | −341−2.0% | Reduced |
| Ithaka Group LLC | 16,768 | $10.9M | 2.05% | −1,212−6.7% | Reduced |
| Central Bank & Trust Co | 16,745 | $10.9M | 1.55% | −1,584−8.6% | Reduced |
| Headinvest, LLC | 16,707 | $10.9M | 2.12% | −1,312−7.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,649 | $10.8M | 0.16% | −1,267−7.1% | Reduced |
| Securian Asset Management, Inc | 16,489 | $10.7M | 0.31% | −1,263−7.1% | Reduced |
| CWM, LLC | 16,407 | $10.7M | 0.05% | +1,871+12.9% | Added |
| Acadian Asset Management LLC | 16,327 | $10.6M | 0.04% | +6,266+62.3% | Added |
| NEOS Investment Management LLC | 16,311 | $10.6M | 0.66% | +2,701+19.8% | Added |
| Natixis | 16,196 | $10.5M | 0.06% | −16,811−50.9% | Reduced |
| Wolverine Trading, LLC | 16,123 | $10.5M | 0.11% | +6,471+67.0% | Added |
| Northwestern Mutual Wealth Management Co | 16,113 | $10.5M | 0.01% | −1,099−6.4% | Reduced |
| Thematics Asset Management | 16,059 | $10.4M | 0.43% | +478+3.1% | Added |
| Twin Tree Management, LP | 15,914 | $10.3M | 0.23% | −7,538−32.1% | Reduced |
| Anderson Hoagland & Co | 16,351 | $10.3M | 1.15% | −3,700−18.5% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,685 | $10.2M | 2.49% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 15,677 | $10.2M | 0.17% | −60.0% | Reduced |
| Boston Private Wealth LLC | 15,650 | $10.2M | 0.23% | −1,425−8.3% | Reduced |
| SYSTM Wealth Solutions LLC | 15,611 | $10.1M | 1.28% | +615+4.1% | Added |
| Pinnacle Financial Partners Inc | 15,425 | $10.0M | 0.22% | +1,053+7.3% | Added |
| Quantinno Capital Management LP | 15,339 | $9.97M | 0.22% | +625+4.2% | Added |
| Ferguson Wellman Capital Management, Inc | 15,257 | $9.92M | 0.20% | −111−0.7% | Reduced |
| Addenda Capital Inc. | 15,168 | $9.86M | 0.37% | −976−6.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,055 | $9.79M | 0.01% | +8,735+138.2% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $9.75M | 2.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,983 | $9.74M | 0.09% | +685+4.8% | Added |