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 | 2,270 | $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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 6,190 | $4.02M | 0.31% | +3,020+95.3% | Added |
| Hyman Charles D | 6,188 | $4.02M | 0.22% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,156 | $4.02M | 0.48% | +6,156 | New |
| Vanderbilt University | 6,156 | $4.00M | 0.83% | +1,584+34.6% | Added |
| Chilton Investment Co LLC | 6,153 | $4.00M | 0.11% | −1,323−17.7% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $4.00M | 0.50% | 00.0% | Unchanged |
| Summerhill Capital Management lnc. | 6,052 | $3.93M | 2.50% | +6,052 | New |
| EFG Asset Management (North America) Corp. | 6,037 | $3.92M | 0.68% | −1,390−18.7% | Reduced |
| Ocean Capital Management, LLC | 6,024 | $3.92M | 1.45% | +235+4.1% | Added |
| Settian Capital LP | 6,000 | $3.90M | 2.89% | +2,000+50.0% | Added |
| Cubist Systematic Strategies, LLC | 5,994 | $3.90M | 0.04% | −3,204−34.8% | Reduced |
| Highland Capital Management, LLC | 5,977 | $3.89M | 0.22% | +14+0.2% | Added |
| Weil Company, Inc. | 5,975 | $3.88M | 1.54% | +49+0.8% | Added |
| Signaturefd, LLC | 5,972 | $3.88M | 0.08% | +208+3.6% | Added |
| Empowered Funds, LLC | 5,907 | $3.84M | 0.07% | −514−8.0% | Reduced |
| Coldstream Capital Management Inc | 5,898 | $3.83M | 0.10% | +269+4.8% | Added |
| EP Wealth Advisors, LLC | 5,863 | $3.81M | 0.04% | +576+10.9% | Added |
| Vestmark Advisory Solutions, Inc. | 5,835 | $3.79M | 0.16% | −213−3.5% | Reduced |
| E Fund Management Co., Ltd. | 5,794 | $3.77M | 0.23% | +974+20.2% | Added |
| KP Management LLC | 5,750 | $3.74M | 1.60% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,744 | $3.73M | 0.15% | +1,747+43.7% | Added |
| Ossiam | 5,734 | $3.73M | 0.07% | +110+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,708 | $3.71M | 0.21% | +829+17.0% | Added |
| Coalescence Partners Investment Management, LP | 5,706 | $3.71M | 3.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 5,699 | $3.70M | 0.96% | +11+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 5,643 | $3.67M | 0.10% | +3,436+155.7% | Added |
| Fairbanks Capital Management, Inc. | 5,642 | $3.67M | 2.53% | −156−2.7% | Reduced |
| Baader Bank INC | 5,615 | $3.65M | 0.30% | −1,787−24.1% | Reduced |
| Martin Capital Advisors, LLP | 5,568 | $3.62M | 2.84% | −9−0.2% | Reduced |
| RVW Wealth, LLC | 5,559 | $3.61M | 0.37% | −17−0.3% | Reduced |
| First Bank & Trust | 5,557 | $3.61M | 0.75% | −115−2.0% | Reduced |
| AE Wealth Management LLC | 5,557 | $3.61M | 0.04% | −46,021−89.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,458 | $3.55M | 0.04% | +199+3.8% | Added |
| Cyndeo Wealth Partners, LLC | 5,429 | $3.53M | 0.29% | +469+9.5% | Added |
| S.A. Mason LLC | 5,389 | $3.50M | 2.11% | −251−4.5% | Reduced |
| Twin Capital Management Inc | 5,385 | $3.50M | 0.43% | +538+11.1% | Added |
| Vestcor Inc | 5,382 | $3.50M | 0.12% | −509−8.6% | Reduced |
| Principal Securities, Inc. | 5,373 | $3.49M | 0.11% | +603+12.6% | Added |
| Roberts Wealth Advisors, LLC | 5,643 | $3.45M | 1.29% | +5,643 | New |
| Simplicity Wealth,LLC | 5,264 | $3.42M | 0.08% | +5,264 | New |
| Compass Wealth Management LLC | 5,263 | $3.42M | 0.86% | −100−1.9% | Reduced |
| Asset Dedication, LLC | 5,203 | $3.40M | 0.25% | −590−10.2% | Reduced |
| Zions Bancorporation, N.A. | 5,189 | $3.37M | 0.25% | +333+6.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,178 | $3.37M | 0.14% | +658+14.6% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.36M | 1.41% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,217 | $3.34M | 0.20% | +5,217 | New |
| Equitable Trust Co | 5,132 | $3.34M | 0.23% | +19+0.4% | Added |
| Buck Wealth Strategies, LLC | 5,085 | $3.31M | 1.14% | −6,807−57.2% | Reduced |
| Kornitzer Capital Management Inc | 5,076 | $3.30M | 0.06% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 5,060 | $3.29M | 0.54% | −230−4.3% | Reduced |
| Portfolio Design Labs, LLC | 5,042 | $3.28M | 1.10% | +1,944+62.8% | Added |
| Kingswood Wealth Advisors, LLC | 5,038 | $3.27M | 0.38% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,024 | $3.27M | 0.10% | +588+13.3% | Added |
| Glynn Capital Management LLC | 5,000 | $3.25M | 0.61% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.25M | 0.59% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,026 | $3.22M | 0.40% | +5,026 | New |
| Thoroughbred Financial Services, LLC | 4,945 | $3.21M | 0.31% | −1,155−18.9% | Reduced |
| Brasada Capital Management, LP | 4,929 | $3.20M | 0.58% | −46−0.9% | Reduced |
| Scharf Investments, LLC | 4,915 | $3.19M | 0.09% | +280+6.0% | Added |
| Decatur Capital Management, Inc. | 4,915 | $3.19M | 1.74% | −51−1.0% | Reduced |
| First Personal Financial Services | 4,905 | $3.19M | 0.74% | −167−3.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,896 | $3.18M | 0.23% | +3,726+318.5% | Added |
| Catalyst Capital Advisors LLC | 4,888 | $3.18M | 0.08% | −75−1.5% | Reduced |
| Legacy Trust | 4,861 | $3.16M | 0.79% | −1,702−25.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,828 | $3.14M | 0.74% | −187−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,807 | $3.12M | 0.15% | −31−0.6% | Reduced |
| Herold Advisors, Inc. | 4,801 | $3.12M | 0.75% | −317−6.2% | Reduced |
| Nicholas Investment Partners, LP | 4,799 | $3.12M | 0.32% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,781 | $3.11M | 0.26% | +528+12.4% | Added |
| Brown Brothers Harriman & Co | 4,773 | $3.10M | 0.02% | −930−16.3% | Reduced |
| Bleakley Financial Group, LLC | 4,773 | $3.10M | 0.09% | +47+1.0% | Added |
| STF Management LP | 4,733 | $3.08M | 1.33% | +16+0.3% | Added |
| CAPROCK Group, Inc. | 4,715 | $3.07M | 0.18% | +245+5.5% | Added |
| Cloverfields Capital Group, LP | 4,664 | $3.03M | 1.02% | +300+6.9% | Added |
| Alps Advisors Inc | 4,607 | $2.99M | 0.02% | −804−14.9% | Reduced |
| Intech Investment Management LLC | 4,601 | $2.99M | 0.04% | +2,641+134.7% | Added |
| Kirtland Hills Capital Management, LLC | 4,730 | $2.99M | 2.58% | +4,730 | New |
| Palisade Capital Management LLC | 4,585 | $2.98M | 0.08% | −43−0.9% | Reduced |
| Welch & Forbes LLC | 4,578 | $2.98M | 0.04% | −29−0.6% | Reduced |
| Sanders Morris Harris LLC | 4,576 | $2.97M | 0.56% | +150+3.4% | Added |
| Old National Bancorp | 4,558 | $2.96M | 0.07% | −694−13.2% | Reduced |
| Boit C F David | 4,800 | $2.95M | 1.61% | 00.0% | Unchanged |
| Lincoln National Corp | 4,541 | $2.95M | 0.05% | +137+3.1% | Added |
| Biltmore Family Office, LLC | 4,538 | $2.95M | 0.58% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,532 | $2.95M | 0.08% | +4,532 | New |
| Roundview Capital LLC | 4,524 | $2.94M | 0.24% | +726+19.1% | Added |
| Investment Management Corp of Ontario | 4,514 | $2.93M | 0.09% | −2,000−30.7% | Reduced |
| Clear Harbor Asset Management, LLC | 4,512 | $2.93M | 0.26% | −330−6.8% | Reduced |
| Harfst & Associates, Inc. | 4,498 | $2.92M | 0.69% | −334−6.9% | Reduced |
| Ascent Group, LLC | 4,496 | $2.92M | 0.26% | +1,534+51.8% | Added |
| Darwin Advisors, LLC | 4,448 | $2.89M | 0.81% | +3,975+840.4% | Added |
| Hancock Whitney Corp | 4,427 | $2.88M | 0.10% | −27−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 4,422 | $2.87M | 0.29% | +140+3.3% | Added |
| Ironwood Financial, llc | 4,408 | $2.87M | 0.66% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 4,367 | $2.84M | 0.30% | −183−4.0% | Reduced |
| Silphium Asset Management Ltd | 4,359 | $2.83M | 1.47% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,359 | $2.83M | 1.02% | +1,785+69.3% | Added |
| MV Capital Management, Inc. | 4,358 | $2.83M | 0.32% | −1,483−25.4% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.82M | 0.50% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 4,337 | $2.82M | 0.34% | +135+3.2% | Added |