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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 14,900 | $9.69M | 0.40% | −500−3.2% | Reduced |
| LMCG Investments, LLC | 14,680 | $9.54M | 0.56% | −92−0.6% | Reduced |
| Pitcairn Co | 14,626 | $9.51M | 0.62% | −142−1.0% | Reduced |
| Stephens Inc | 14,604 | $9.49M | 0.15% | −1,221−7.7% | Reduced |
| CWA Asset Management Group, LLC | 14,565 | $9.47M | 0.58% | +1,191+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 14,489 | $9.42M | 0.27% | +166+1.2% | Added |
| Picton Mahoney Asset Management | 14,425 | $9.38M | 0.39% | +21+0.1% | Added |
| American Money Management, LLC | 14,404 | $9.36M | 1.95% | −282−1.9% | Reduced |
| Marsico Capital Management LLC | 14,365 | $9.34M | 0.31% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,356 | $9.33M | 0.34% | +182+1.3% | Added |
| Parkwood LLC | 14,229 | $9.25M | 0.98% | +9,038+174.1% | Added |
| Thrivent Financial for Lutherans | 14,159 | $9.20M | 0.02% | −35−0.2% | Reduced |
| Toroso Investments, LLC | 14,136 | $9.19M | 0.16% | +4,182+42.0% | Added |
| New Mexico Educational Retirement Board | 14,078 | $9.15M | 0.33% | −500−3.4% | Reduced |
| L & S Advisors Inc | 14,001 | $9.10M | 1.03% | −1,338−8.7% | Reduced |
| Chartwell Investment Partners, LLC | 13,976 | $9.08M | 0.31% | −581−4.0% | Reduced |
| Oak Ridge Investments LLC | 13,928 | $9.05M | 0.91% | +592+4.4% | Added |
| Elk River Wealth Management, LLC | 13,912 | $9.04M | 1.84% | −1,397−9.1% | Reduced |
| BTC Capital Management, Inc. | 13,907 | $9.04M | 0.83% | +13,907 | New |
| Walleye Capital LLC | 13,820 | $8.98M | 0.10% | +13,820 | New |
| MAI Capital Management | 13,698 | $8.90M | 0.09% | +8,205+149.4% | Added |
| Fukoku Mutual Life Insurance Co | 13,691 | $8.90M | 0.70% | −59−0.4% | Reduced |
| Cyrus J. Lawrence, LLC | 13,666 | $8.88M | 1.97% | +13,666 | New |
| Unio Capital LLC | 13,605 | $8.84M | 3.89% | −370−2.6% | Reduced |
| GAM Holding AG | 13,366 | $8.69M | 0.63% | +7,493+127.6% | Added |
| Teamwork Financial Advisors, LLC | 13,128 | $8.53M | 1.31% | +13,128 | New |
| TD Waterhouse Canada Inc. | 13,301 | $8.40M | 0.06% | +3,155+31.1% | Added |
| Kingfisher Capital LLC | 12,880 | $8.37M | 2.02% | −205−1.6% | Reduced |
| Eagle Capital Management, LLC | 12,663 | $8.23M | 3.70% | −99−0.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,573 | $8.17M | 0.90% | −1,699−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,562 | $8.16M | 0.03% | −3,591−22.2% | Reduced |
| Fulcrum Capital LLC | 12,548 | $8.16M | 1.94% | −119−0.9% | Reduced |
| Lindbrook Capital, LLC | 12,289 | $7.99M | 0.75% | −79−0.6% | Reduced |
| Norinchukin Bank, The | 12,201 | $7.93M | 0.24% | −253−2.0% | Reduced |
| First Western Trust Bank | 12,095 | $7.86M | 0.36% | −618−4.9% | Reduced |
| Verition Fund Management LLC | 11,956 | $7.77M | 0.07% | +1,497+14.3% | Added |
| Madison Asset Management, LLC | 11,913 | $7.74M | 0.10% | −321−2.6% | Reduced |
| Phoenix Holdings Ltd. | 11,878 | $7.71M | 0.11% | +9,734+454.0% | Added |
| Advisory Services Network, LLC | 11,779 | $7.66M | 0.17% | +368+3.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 11,773 | $7.65M | 1.61% | −701−5.6% | Reduced |
| TownSquare Capital, LLC | 11,737 | $7.63M | 0.11% | +842+7.7% | Added |
| Jacobs & Co | 11,700 | $7.61M | 0.81% | −202−1.7% | Reduced |
| Mirabaud Asset Management Ltd | 11,622 | $7.55M | 3.05% | −1,455−11.1% | Reduced |
| Oppenheimer & Co Inc | 11,620 | $7.55M | 0.13% | +433+3.9% | Added |
| McKinley Capital Management LLC /Delaware | 11,611 | $7.55M | 0.91% | −580−4.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,592 | $7.53M | 3.54% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 11,571 | $7.52M | 0.09% | −4,152−26.4% | Reduced |
| Marietta Wealth Management, LLC | 11,484 | $7.46M | 1.23% | −758−6.2% | Reduced |
| Stonebridge Capital Management Inc | 11,410 | $7.42M | 3.32% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 11,362 | $7.39M | 0.31% | +418+3.8% | Added |
| Carmignac Gestion | 11,315 | $7.35M | 0.12% | −897−7.3% | Reduced |
| Jessup Wealth Management, Inc | 11,291 | $7.34M | 3.14% | −228−2.0% | Reduced |
| Metropolitan Life Insurance Co | 11,291 | $7.34M | 0.32% | −117−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,172 | $7.26M | 0.25% | −86−0.8% | Reduced |
| Marshall Wace, LLP | 11,165 | $7.26M | 0.01% | −118,159−91.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,149 | $7.25M | 0.10% | −396−3.4% | Reduced |
| Scotia Capital Inc. | 11,098 | $7.21M | 0.04% | +8+0.1% | Added |
| Carderock Capital Management Inc | 11,071 | $7.20M | 2.02% | +482+4.6% | Added |
| Siemens Fonds Invest GmbH | 11,029 | $7.17M | 0.55% | −2,149−16.3% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 11,000 | $7.15M | 3.74% | 00.0% | Unchanged |
| HM Payson & Co | 10,850 | $7.05M | 0.13% | 00.0% | Unchanged |
| LGT Group Foundation | 10,844 | $7.05M | 0.17% | −4,137−27.6% | Reduced |
| Trust Co of Virginia | 10,788 | $7.01M | 0.67% | −21−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 10,769 | $7.00M | 0.05% | +1,468+15.8% | Added |
| Raymond James Trust N.A. | 10,726 | $6.97M | 0.17% | +94+0.9% | Added |
| Flputnam Investment Management Co | 10,640 | $6.92M | 0.15% | +86+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 10,620 | $6.90M | 0.08% | +3,533+49.9% | Added |
| Penobscot Investment Management Company, Inc. | 10,616 | $6.90M | 0.73% | +328+3.2% | Added |
| SeaTown Holdings Pte. Ltd. | 10,615 | $6.90M | 4.37% | −2,435−18.7% | Reduced |
| Two Point Capital Management, Inc. | 10,607 | $6.89M | 2.84% | +155+1.5% | Added |
| Kinneret Advisory, LLC | 10,469 | $6.80M | 0.68% | −33−0.3% | Reduced |
| American National Bank | 10,442 | $6.79M | 0.90% | +331+3.3% | Added |
| Dynamic Advisor Solutions LLC | 10,381 | $6.75M | 0.23% | −65−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,340 | $6.72M | 0.74% | +553+5.7% | Added |
| Sawgrass Asset Management LLC | 10,238 | $6.65M | 0.73% | −3,720−26.7% | Reduced |
| Rakuten Investment Management, Inc. | 10,212 | $6.64M | 0.05% | +9,519+1,373.6% | Added |
| Knollwood Investment Advisory, LLC | 10,200 | $6.63M | 1.20% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,097 | $6.56M | 0.31% | −64−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,090 | $6.56M | 0.63% | +179+1.8% | Added |
| Duncker Streett & Co Inc | 10,023 | $6.52M | 1.29% | −500−4.8% | Reduced |
| Empirical Finance, LLC | 10,004 | $6.50M | 0.40% | +340+3.5% | Added |
| Center Lake Capital Management, LLC | 10,000 | $6.50M | 10.63% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9,970 | $6.48M | 0.20% | +72+0.7% | Added |
| Jump Financial, LLC | 9,949 | $6.47M | 0.18% | +8,387+536.9% | Added |
| Park Avenue Securities LLC | 9,929 | $6.45M | 0.08% | +3,016+43.6% | Added |
| Campbell Capital Management Inc | 9,905 | $6.44M | 2.84% | +905+10.1% | Added |
| Harvest Fund Management Co., Ltd | 9,901 | $6.43M | 0.58% | +4,914+98.5% | Added |
| Bey-Douglas LLC | 9,785 | $6.36M | 6.08% | −139−1.4% | Reduced |
| First Nebraska Trust Co | 9,778 | $6.36M | 0.66% | −30−0.3% | Reduced |
| PEAK6 Investments LLC | 9,717 | $6.32M | 0.31% | +2,244+30.0% | Added |
| GTS Securities LLC | 9,681 | $6.29M | 0.17% | +9,182+1,840.1% | Added |
| Bouvel Investment Partners, LLC | 9,668 | $6.28M | 2.71% | −48−0.5% | Reduced |
| Redmond Asset Management, LLC | 9,652 | $6.27M | 1.99% | −244−2.5% | Reduced |
| Broadleaf Partners, LLC | 9,587 | $6.23M | 1.60% | −5,337−35.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,571 | $6.22M | 0.13% | −15−0.2% | Reduced |
| Kestra Advisory Services, LLC | 9,540 | $6.20M | 0.04% | +696+7.9% | Added |
| M. Kulyk & Associates, LLC | 9,531 | $6.20M | 1.44% | −433−4.3% | Reduced |
| Everence Capital Management Inc | 9,500 | $6.17M | 0.41% | +670+7.6% | Added |
| Apollon Wealth Management, LLC | 9,466 | $6.15M | 0.19% | +275+3.0% | Added |
| First Hawaiian Bank | 9,435 | $6.13M | 0.19% | −2,389−20.2% | Reduced |