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 |
|---|---|---|---|---|---|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,331 | $2.82M | 0.43% | +4,331 | New |
| Kovitz Investment Group Partners, LLC | 4,301 | $2.80M | 0.04% | +4,301 | New |
| Clark Capital Management Group, Inc. | 4,268 | $2.77M | 0.02% | +1,298+43.7% | Added |
| William Allan, LLC | 4,268 | $2.77M | 1.84% | −20−0.5% | Reduced |
| Scott & Selber, Inc. | 4,266 | $2.77M | 0.94% | +12+0.3% | Added |
| Evergreen Capital Management LLC | 4,258 | $2.77M | 0.10% | +83+2.0% | Added |
| Strategic Planning Group, LLC | 4,256 | $2.77M | 0.69% | +403+10.5% | Added |
| Davidson Capital Management Inc. | 4,245 | $2.76M | 0.89% | +11+0.3% | Added |
| Aubrey Capital Management Ltd | 4,900 | $2.76M | 0.98% | 00.0% | Unchanged |
| PFG Advisors | 4,239 | $2.76M | 0.20% | −24−0.6% | Reduced |
| HB Wealth Management, LLC | 4,231 | $2.75M | 0.03% | +170+4.2% | Added |
| Dividend Assets Capital, LLC | 4,210 | $2.74M | 0.58% | +4,186+17,441.7% | Added |
| Covenant Asset Management, LLC | 4,210 | $2.74M | 0.66% | +126+3.1% | Added |
| Dynasty Wealth Management, LLC | 4,188 | $2.72M | 0.09% | +4,188 | New |
| HighPoint Advisor Group LLC | 4,259 | $2.67M | 0.19% | −130−3.0% | Reduced |
| Edgestream Partners, L.P. | 4,106 | $2.67M | 0.13% | +1,722+72.2% | Added |
| Checchi Capital Advisers, LLC | 4,094 | $2.66M | 0.21% | −18−0.4% | Reduced |
| Conway Capital Management, Inc. | 4,080 | $2.65M | 1.48% | −550−11.9% | Reduced |
| Vident Advisory, LLC | 4,049 | $2.63M | 0.05% | +249+6.6% | Added |
| Harrington Investments, INC | 4,040 | $2.63M | 1.50% | +695+20.8% | Added |
| ClariVest Asset Management LLC | 4,039 | $2.63M | 0.27% | −9,397−69.9% | Reduced |
| Freedom Day Solutions, LLC | 4,021 | $2.61M | 0.93% | −153−3.7% | Reduced |
| Gladstone Institutional Advisory LLC | 4,015 | $2.61M | 0.14% | +1,823+83.2% | Added |
| Archford Capital Strategies, LLC | 4,001 | $2.60M | 0.44% | +51+1.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.60M | 0.61% | 00.0% | Unchanged |
| BNP Paribas | 4,052 | $2.58M | 0.12% | +4,052 | New |
| Chicago Partners Investment Group LLC | 4,008 | $2.53M | 0.11% | +52+1.3% | Added |
| Schechter Investment Advisors, LLC | 3,880 | $2.52M | 0.19% | −63−1.6% | Reduced |
| Berger Financial Group, Inc | 3,876 | $2.52M | 0.21% | −74−1.9% | Reduced |
| Dakota Wealth Management | 3,872 | $2.52M | 0.06% | −241−5.9% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $2.49M | 0.69% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,825 | $2.49M | 1.47% | +126+3.4% | Added |
| Outfitter Financial LLC | 3,822 | $2.48M | 2.04% | −265−6.5% | Reduced |
| Ziegler Capital Management, LLC | 34,652 | $2.46M | 0.09% | +687+2.0% | Added |
| Ritholtz Wealth Management | 3,752 | $2.44M | 0.08% | +500+15.4% | Added |
| Sirios Capital Management L P | 3,749 | $2.44M | 0.46% | −371−9.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,746 | $2.43M | 0.39% | −435−10.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $2.43M | 0.25% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,709 | $2.41M | 0.06% | +51+1.4% | Added |
| Spire Wealth Management | 3,695 | $2.40M | 0.06% | +640+20.9% | Added |
| Kestra Private Wealth Services, LLC | 3,693 | $2.40M | 0.05% | +456+14.1% | Added |
| Avestar Capital, LLC | 3,680 | $2.39M | 0.27% | +388+11.8% | Added |
| Willow Creek Wealth Management Inc. | 3,635 | $2.36M | 0.28% | −55−1.5% | Reduced |
| Dohj, LLC | 3,631 | $2.36M | 0.63% | −76−2.1% | Reduced |
| Southern Capital Advisors, LLC | 3,630 | $2.36M | 1.43% | −59−1.6% | Reduced |
| Brighton Jones LLC | 3,606 | $2.34M | 0.08% | +849+30.8% | Added |
| Ostrum Asset Management | 3,573 | $2.32M | 0.18% | −247−6.5% | Reduced |
| Clean Yield Group | 3,567 | $2.32M | 0.90% | −100−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 3,516 | $2.29M | 0.06% | +78+2.3% | Added |
| Freestone Capital Holdings, LLC | 3,510 | $2.28M | 0.09% | +2,415+220.5% | Added |
| Stablepoint Partners, LLC | 3,477 | $2.26M | 0.46% | +2,519+262.9% | Added |
| Whitford Management LLC | 3,446 | $2.24M | 1.26% | −11,824−77.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,426 | $2.23M | 0.07% | −4−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 3,425 | $2.23M | 0.06% | −24−0.7% | Reduced |
| Stiles Financial Services Inc | 3,399 | $2.21M | 0.88% | −70−2.0% | Reduced |
| Ballentine Partners, LLC | 3,369 | $2.19M | 0.04% | +567+20.2% | Added |
| Eagle Asset Management Inc | 3,404 | $2.18M | 0.01% | −132−3.7% | Reduced |
| Maven Securities LTD | 3,349 | $2.18M | 0.13% | +2,530+308.9% | Added |
| Wedmont Private Capital | 3,368 | $2.17M | 0.16% | +229+7.3% | Added |
| Jacobi Capital Management LLC | 3,308 | $2.15M | 0.20% | −54−1.6% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $2.15M | 0.47% | 00.0% | Unchanged |
| WT Wealth Management | 3,308 | $2.15M | 0.77% | +157+5.0% | Added |
| Novare Capital Management LLC | 3,291 | $2.14M | 0.19% | −209−6.0% | Reduced |
| Sabal Trust CO | 3,282 | $2.13M | 0.12% | −6−0.2% | Reduced |
| GM Advisory Group, Inc. | 3,267 | $2.12M | 0.15% | +12+0.4% | Added |
| Eisler Capital (UK) Ltd. | 3,266 | $2.12M | 0.26% | +444+15.7% | Added |
| RB Capital Management, LLC | 3,252 | $2.11M | 0.57% | +38+1.2% | Added |
| Harbor Capital Advisors, Inc. | 3,246 | $2.11M | 0.28% | −395−10.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,235 | $2.10M | 0.22% | +133+4.3% | Added |
| IFP Advisors, Inc | 3,231 | $2.10M | 0.09% | +109+3.5% | Added |
| Capital Asset Advisory Services LLC | 3,289 | $2.09M | 0.12% | −75−2.2% | Reduced |
| USA Financial Portformulas Corp | 3,212 | $2.09M | 0.34% | −1,306−28.9% | Reduced |
| RiverPark Advisors, LLC | 3,196 | $2.08M | 1.71% | −270−7.8% | Reduced |
| Qtron Investments LLC | 3,191 | $2.07M | 0.29% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.07M | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,180 | $2.07M | 0.24% | +253+8.6% | Added |
| Trust Asset Management LLC | 3,178 | $2.07M | 0.18% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,163 | $2.06M | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,161 | $2.05M | 0.01% | −204−6.1% | Reduced |
| REDW Wealth LLC | 3,152 | $2.05M | 0.55% | 00.0% | Unchanged |
| Diversified Trust Co | 3,149 | $2.05M | 0.06% | +44+1.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,134 | $2.04M | 0.48% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,129 | $2.03M | 0.15% | −14−0.4% | Reduced |
| Merit Financial Group, LLC | 3,191 | $2.01M | 0.05% | +2,310+262.2% | Added |
| Jefferies Financial Group Inc. | 3,070 | $2.00M | 0.04% | −760−19.8% | Reduced |
| First Citizens Bank & Trust Co | 3,056 | $1.99M | 0.04% | +1,878+159.4% | Added |
| Pittenger & Anderson Inc | 3,040 | $1.98M | 0.08% | +484+18.9% | Added |
| Wellington Wealth Strategies, LLC. | 3,002 | $1.95M | 0.93% | +3,002 | New |
| Two Sigma Investments, LP | 3,000 | $1.95M | 0.00% | −701−18.9% | Reduced |
| TrimTabs Asset Management, LLC | 2,994 | $1.95M | 0.49% | +149+5.2% | Added |
| LGT Fund Management Co Ltd. | 2,989 | $1.94M | 0.81% | +539+22.0% | Added |
| Allworth Financial LP | 2,973 | $1.93M | 0.01% | +621+26.4% | Added |
| RFG Advisory, LLC | 2,965 | $1.93M | 0.07% | +1,006+51.4% | Added |
| HighVista Strategies LLC | 2,963 | $1.93M | 0.69% | −200−6.3% | Reduced |
| Entropy Technologies, LP | 2,960 | $1.92M | 0.21% | +2,960 | New |
| James Hambro & Partners | 2,948 | $1.92M | 0.09% | −700−19.2% | Reduced |
| Summit Global Investments | 2,944 | $1.91M | 0.14% | −2,618−47.1% | Reduced |
| Eads & Heald Wealth Management | 2,940 | $1.91M | 0.89% | −47−1.6% | Reduced |
| FORA Capital, LLC | 2,927 | $1.90M | 0.16% | +2,927 | New |
| Cigna Investments Inc | 2,913 | $1.89M | 0.36% | −14−0.5% | Reduced |