Intuit Inc.

INTU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000896878

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in Intuit Inc. as of Jun 30, 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: 1,967; +43 vs. Q1 2024
Shares held: 234.7M; +1.79M (+0.8%) vs. Q1 2024
Total value: $154.2B; +$3.08B (+2.0%) vs. Q1 2024
New holders: 160; 822 more added
Sold out: 117; 688 more reduced

20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,967 institutions

Value heldQ2 2024: $154.2B

Institutions holding INTU and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2024.

Institutions holding INTU in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$22	0.00%	0	Unchanged
McClarren Financial Advisors, Inc.	657	$295	0.21%	+205+45.4%	Added
WestEnd Advisors, LLC	1	$657	0.00%	−1−50.0%	Reduced
Lynx Investment Advisory	1	$657	0.00%	+1	New
DHJJ Financial Advisors, Ltd.	1	$658	0.00%	00.0%	Unchanged
Birchbrook, Inc.	1	$670	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	1	$1.00K	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	1	$1.00K	0.00%	+1	New
PEAK6 Investments LLC	2	$1.04K	0.00%	−9,715−100.0%	Reduced
Bank of New Hampshire	2	$1.31K	0.00%	00.0%	Unchanged
Redwood Wealth Management Group, LLC	2	$1.31K	0.00%	+2	New
Ritter Daniher Financial Advisory LLC	2	$1.31K	0.00%	−1−33.3%	Reduced
Evermay Wealth Management LLC	2	$1.31K	0.00%	00.0%	Unchanged
Breakwater Investment Management	2	$1.31K	0.00%	00.0%	Unchanged
Painted Porch Advisors LLC	2	$1.34K	0.00%	+2	New
McIlrath & Eck, LLC	3	$1.97K	0.00%	−238−98.8%	Reduced
ESL Trust Services, LLC	3	$1.97K	0.00%	+3	New
Perritt Capital Management Inc	3	$1.98K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	3	$2.00K	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	4	$2.44K	0.00%	00.0%	Unchanged
Longfellow Investment Management Co LLC	4	$2.63K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	4	$2.63K	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	6	$3.00K	0.00%	+3+100.0%	Added
E Fund Management (Hong Kong) Co., Ltd.	4	$3.00K	0.00%	+4	New
VitalStone Financial, LLC	5	$3.29K	0.00%	+5	New
True Wealth Design, LLC	5	$3.29K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	6	$3.94K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	6	$3.94K	0.00%	+6	New
TSFG, LLC	6	$4.00K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	7	$4.60K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	7	$4.60K	0.00%	−115−94.3%	Reduced
Fairscale Capital, LLC	7	$4.66K	0.00%	+7	New
PrairieView Partners, LLC	8	$5.00K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	8	$5.26K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	8	$5.26K	0.00%	00.0%	Unchanged
PayPay Securities Corp	8	$5.26K	0.44%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	9	$5.85K	0.00%	−50−84.7%	Reduced
Bruce G. Allen Investments, LLC	9	$5.92K	0.00%	−6−40.0%	Reduced
Atlantic Edge Private Wealth Management, LLC	9	$5.92K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	10	$6.57K	0.00%	−42−80.8%	Reduced
Berkshire Capital Holdings Inc	10	$6.57K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	10	$6.57K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	11	$7.23K	0.00%	00.0%	Unchanged
Quantbot Technologies LP	11	$7.23K	0.00%	+11	New
WealthCollab, LLC	11	$7.23K	0.01%	00.0%	Unchanged
Nemes Rush Group LLC	11	$7.33K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	12	$7.82K	0.01%	00.0%	Unchanged
Cedar Wealth Management, LLC	12	$7.89K	0.00%	−12−50.0%	Reduced
Missouri Trust & Investment Co	12	$7.89K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	12	$7.96K	0.00%	−11−47.8%	Reduced
Migdal Insurance & Financial Holdings Ltd.	12	$8.00K	0.00%	+12	New
Westside Investment Management, Inc.	13	$8.54K	0.00%	+7+116.7%	Added
HighMark Wealth Management LLC	13	$8.54K	0.01%	00.0%	Unchanged
PFS Partners, LLC	13	$8.60K	0.01%	00.0%	Unchanged
First PREMIER Bank	13	$9.00K	0.00%	+13	New
Westend Capital Management, LLC	14	$9.11K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	14	$9.20K	0.01%	+2+16.7%	Added
Quarry LP	14	$9.20K	0.00%	+14	New
Rakuten Securities, Inc.	15	$9.86K	0.00%	−13−46.4%	Reduced
Aspire Private Capital, LLC	15	$9.86K	0.00%	00.0%	Unchanged
TFC Financial Management	15	$9.86K	0.00%	+3+25.0%	Added
Tyler-Stone Wealth Management	16	$10.5K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	16	$10.5K	0.00%	+16	New
Beaird Harris Wealth Management, LLC	16	$10.6K	0.00%	−13−44.8%	Reduced
Naples Money Management LLC	17	$11.1K	0.01%	00.0%	Unchanged
Core Alternative Capital	17	$11.2K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	17	$11.2K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	17	$11.2K	0.00%	−67−79.8%	Reduced
Archer Investment Corp	18	$11.5K	0.00%	−10−35.7%	Reduced
First Financial Corp	18	$11.8K	0.01%	−30−62.5%	Reduced
Adirondack Trust Co	19	$12.5K	0.01%	−1−5.0%	Reduced
Providence Capital Advisors, LLC	19	$12.5K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	19	$12.5K	0.00%	00.0%	Unchanged
Avion Wealth	20	$13.0K	0.00%	+5+33.3%	Added
Private Ocean, LLC	20	$13.1K	0.00%	+20	New
First Pacific Financial	21	$13.8K	0.00%	00.0%	Unchanged
Tidemark, LLC	22	$14.5K	0.01%	−43−66.2%	Reduced
Raffa Wealth Management, LLC	22	$14.5K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	22	$14.5K	0.01%	+22	New
REAP Financial Group, LLC	22	$14.5K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	25	$16.4K	0.00%	−1−3.8%	Reduced
NewSquare Capital LLC	25	$16.4K	0.00%	+25	New
Tower View Investment Management & Research LLC	25	$16.4K	0.01%	+25	New
Kiely Wealth Advisory Group, Inc.	28	$17.5K	0.01%	00.0%	Unchanged
Tucker Asset Management LLC	27	$17.7K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	27	$17.8K	0.01%	00.0%	Unchanged
RFP Financial Group LLC	28	$18.4K	0.01%	+8+40.0%	Added
Dunhill Financial, LLC	29	$19.2K	0.01%	+6+26.1%	Added
Independence Bank of Kentucky	30	$19.7K	0.01%	00.0%	Unchanged
Hollencrest Capital Management	31	$20.4K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	32	$21.0K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	32	$21.0K	0.01%	00.0%	Unchanged
Valued Wealth Advisors LLC	32	$21.0K	0.01%	+5+18.5%	Added
Aspect Partners, LLC	33	$21.7K	0.01%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	33	$21.7K	0.01%	+28+560.0%	Added
Grayhawk Investment Strategies Inc.	36	$23.7K	0.11%	00.0%	Unchanged
Northwest Capital Management Inc	36	$23.7K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	36	$23.7K	0.02%	00.0%	Unchanged
Clear Street Markets LLC	37	$24.0K	0.01%	+37	New
Frazier Financial Advisors, LLC	37	$24.3K	0.02%	−8−17.8%	Reduced