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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 9,265 | $6.02M | 0.19% | −736−7.4% | Reduced |
| TD Private Client Wealth LLC | 9,265 | $6.02M | 0.20% | −328−3.4% | Reduced |
| Greenleaf Trust | 9,255 | $6.02M | 0.06% | −857−8.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,238 | $6.00M | 0.41% | −746−7.5% | Reduced |
| Stonegate Investment Group, LLC | 9,193 | $5.98M | 0.19% | +1,102+13.6% | Added |
| CIBC World Markets Inc. | 9,139 | $5.94M | 0.02% | +1,378+17.8% | Added |
| Conning Inc. | 9,130 | $5.93M | 0.19% | +139+1.5% | Added |
| Ellsworth Advisors, LLC | 9,540 | $5.93M | 1.70% | −12−0.1% | Reduced |
| NewEdge Wealth, LLC | 9,631 | $5.91M | 0.13% | −1,096−10.2% | Reduced |
| Boston Financial Mangement LLC | 9,010 | $5.86M | 0.19% | +5+0.1% | Added |
| Quest Investment Management LLC | 8,893 | $5.78M | 0.65% | −16,066−64.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,882 | $5.77M | 0.15% | +10+0.1% | Added |
| Wambolt & Associates, LLC | 8,967 | $5.74M | 1.72% | +774+9.4% | Added |
| Mission Wealth Management, LP | 8,774 | $5.70M | 0.15% | +5,107+139.3% | Added |
| AdvisorShares Investments LLC | 8,715 | $5.66M | 0.95% | +3,230+58.9% | Added |
| Sendero Wealth Management, LLC | 8,690 | $5.65M | 0.97% | −847−8.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,655 | $5.63M | 0.57% | +5,668+189.8% | Added |
| Central Trust Co | 8,523 | $5.54M | 0.14% | −163−1.9% | Reduced |
| Howe & Rusling Inc | 8,514 | $5.53M | 0.53% | +435+5.4% | Added |
| EFG Asset Management (Americas) Corp. | 8,476 | $5.51M | 1.68% | −1,066−11.2% | Reduced |
| AXS Investments LLC | 8,476 | $5.51M | 1.32% | +135+1.6% | Added |
| Harbour Capital Advisors, LLC | 8,776 | $5.50M | 1.36% | +55+0.6% | Added |
| Stratos Wealth Partners, LTD. | 8,443 | $5.49M | 0.09% | +239+2.9% | Added |
| FourThought Financial Partners, LLC | 8,385 | $5.45M | 0.62% | −189−2.2% | Reduced |
| Independent Advisor Alliance | 8,354 | $5.43M | 0.20% | −22−0.3% | Reduced |
| Account Management LLC | 8,279 | $5.38M | 5.81% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 8,272 | $5.38M | 0.35% | +564+7.3% | Added |
| Beacon Investment Advisors LLC | 8,247 | $5.36M | 3.06% | +31+0.4% | Added |
| Watchman Group, Inc. | 8,204 | $5.33M | 1.61% | −47−0.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 8,192 | $5.32M | 0.90% | +6,472+376.3% | Added |
| Iyo Bank, Ltd. | 8,183 | $5.32M | 2.12% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 8,149 | $5.30M | 0.85% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 8,136 | $5.29M | 2.24% | −45−0.6% | Reduced |
| Ninety One SA (PTY) Ltd | 8,088 | $5.26M | 0.76% | −583−6.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,080 | $5.25M | 3.54% | −45−0.6% | Reduced |
| Vinva Investment Management Ltd | 8,077 | $5.25M | 0.30% | −451−5.3% | Reduced |
| Papp L Roy & Associates | 8,055 | $5.24M | 0.62% | −41−0.5% | Reduced |
| City Holding Co | 7,961 | $5.17M | 0.78% | +470+6.3% | Added |
| Sumitomo Life Insurance Co | 7,824 | $5.09M | 0.13% | −210−2.6% | Reduced |
| Plato Investment Management Ltd | 7,749 | $5.04M | 0.52% | +7,030+977.7% | Added |
| BOK Financial Private Wealth, Inc. | 7,748 | $5.04M | 0.38% | −505−6.1% | Reduced |
| Parsons Capital Management Inc | 7,728 | $5.02M | 0.34% | −124−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,701 | $5.01M | 0.35% | +7,701 | New |
| Canal Capital Management, LLC | 7,661 | $4.98M | 0.84% | +225+3.0% | Added |
| Meeder Asset Management Inc | 7,610 | $4.95M | 0.31% | −8,402−52.5% | Reduced |
| Cypress Capital Group | 7,588 | $4.93M | 0.59% | −190−2.4% | Reduced |
| Groupama Asset Managment | 3,875 | $4.92M | 0.09% | −4,708−54.9% | Reduced |
| Legal Advantage Investments, Inc. | 7,553 | $4.91M | 2.75% | −1,170−13.4% | Reduced |
| Veriti Management LLC | 7,490 | $4.87M | 0.36% | +1,061+16.5% | Added |
| Federation des caisses Desjardins du Quebec | 7,625 | $4.86M | 0.04% | +2,787+57.6% | Added |
| Change Path, LLC | 7,475 | $4.86M | 0.19% | +1,962+35.6% | Added |
| D.A. Davidson & Co. | 7,466 | $4.85M | 0.04% | −813−9.8% | Reduced |
| Fiduciary Trust Co | 7,459 | $4.85M | 0.07% | −87−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,427 | $4.83M | 0.41% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,376 | $4.79M | 0.02% | +1,393+23.3% | Added |
| Altrafin AG | 7,317 | $4.76M | 1.72% | +171+2.4% | Added |
| Chesley Taft & Associates LLC | 7,300 | $4.75M | 0.24% | −80−1.1% | Reduced |
| Lecap Asset Management Ltd | 7,276 | $4.73M | 0.98% | +7,276 | New |
| Private Advisor Group, LLC | 7,200 | $4.68M | 0.03% | −36−0.5% | Reduced |
| Logan Capital Management Inc | 7,171 | $4.66M | 0.20% | −266−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 7,135 | $4.64M | 0.05% | −1,585−18.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,121 | $4.63M | 0.23% | +558+8.5% | Added |
| Cullinan Associates Inc | 7,110 | $4.62M | 0.26% | −1,895−21.0% | Reduced |
| Atria Wealth Solutions, Inc. | 7,104 | $4.62M | 0.05% | +369+5.5% | Added |
| Scholtz & Company, LLC | 7,076 | $4.60M | 2.03% | +262+3.8% | Added |
| Balyasny Asset Management LLC | 7,035 | $4.57M | 0.01% | +5,474+350.7% | Added |
| Moody Lynn & Lieberson, LLC | 6,979 | $4.54M | 0.31% | −65−0.9% | Reduced |
| Rench Wealth Management, Inc. | 6,975 | $4.53M | 1.74% | +6,975 | New |
| Evergreen Private Wealth LLC | 6,954 | $4.52M | 2.26% | −3,307−32.2% | Reduced |
| Guardian Capital LP | 6,945 | $4.51M | 0.16% | −150−2.1% | Reduced |
| First Foundation Advisors | 6,931 | $4.51M | 0.18% | +418+6.4% | Added |
| L1 Capital International Pty Ltd | 7,025 | $4.49M | 2.00% | −4,984−41.5% | Reduced |
| Jennison Associates LLC | 6,901 | $4.49M | 0.00% | −1,772−20.4% | Reduced |
| Sofos Investments, Inc. | 7,000 | $4.46M | 0.60% | +3,498+99.9% | Added |
| Longbow Finance SA | 6,855 | $4.46M | 0.45% | +6,855 | New |
| Stansberry Asset Management, LLC | 6,750 | $4.39M | 0.59% | +1,136+20.2% | Added |
| Schonfeld Strategic Advisors LLC | 6,750 | $4.39M | 0.03% | +2,218+48.9% | Added |
| Gamco Investors, Inc. Et Al | 6,725 | $4.37M | 0.04% | −234−3.4% | Reduced |
| Freemont Management S.A. | 6,700 | $4.36M | 0.67% | −2,000−23.0% | Reduced |
| Alberta Investment Management Corp | 6,700 | $4.36M | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 6,697 | $4.35M | 0.86% | −1,063−13.7% | Reduced |
| HBW Advisory Services LLC | 6,956 | $4.35M | 0.82% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,678 | $4.34M | 0.73% | +1,142+20.6% | Added |
| Evoke Wealth, LLC | 6,676 | $4.34M | 0.13% | +6,676 | New |
| Gluskin Sheff & Assoc Inc | 6,603 | $4.29M | 0.43% | −595−8.3% | Reduced |
| Exchange Traded Concepts, LLC | 6,578 | $4.28M | 0.11% | +3,064+87.2% | Added |
| Banco Santander, S.A. | 6,577 | $4.28M | 0.05% | −37−0.6% | Reduced |
| Liberty One Investment Management, LLC | 6,566 | $4.27M | 0.48% | +153+2.4% | Added |
| Leonteq Securities AG | 6,522 | $4.24M | 0.57% | −5,053−43.7% | Reduced |
| Monograph Wealth Advisors, LLC | 6,514 | $4.23M | 0.62% | −1,040−13.8% | Reduced |
| Axxcess Wealth Management, LLC | 6,508 | $4.23M | 0.12% | −4,981−43.4% | Reduced |
| SpiderRock Advisors, LLC | 6,645 | $4.19M | 0.14% | +6,645 | New |
| Linden Thomas Advisory Services, LLC | 6,426 | $4.18M | 0.67% | +295+4.8% | Added |
| Legacy Advisors, LLC | 6,379 | $4.15M | 0.52% | +607+10.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,352 | $4.13M | 0.22% | −426−6.3% | Reduced |
| Mitchell Capital Management Co | 6,342 | $4.12M | 0.79% | −231−3.5% | Reduced |
| Synovus Financial Corp | 6,333 | $4.12M | 0.05% | −52−0.8% | Reduced |
| Cohen Investment Advisors LLC | 6,245 | $4.06M | 2.63% | +621+11.0% | Added |
| Public Sector Pension Investment Board | 6,234 | $4.05M | 0.03% | −100−1.6% | Reduced |
| Moore Capital Management, LP | 6,221 | $4.04M | 0.08% | −3,252−34.3% | Reduced |