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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 1,684 | $1.11M | 0.04% | +96+6.0% | Added |
| GG Group Ventures, LLC | 1,713 | $1.11M | 1.53% | +1,713 | New |
| Kempen Capital Management N.V. | 1,684 | $1.11M | 0.01% | −586−25.8% | Reduced |
| United Asset Strategies, Inc. | 1,684 | $1.11M | 0.11% | +86+5.4% | Added |
| MJP Associates Inc | 1,700 | $1.12M | 0.23% | +153+9.9% | Added |
| WBH Advisory Inc | 1,706 | $1.12M | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 1,708 | $1.12M | 0.29% | +20+1.2% | Added |
| Marcum Wealth, LLC | 1,712 | $1.13M | 0.11% | +53+3.2% | Added |
| Sargent Investment Group, LLC | 1,717 | $1.13M | 0.23% | +3+0.2% | Added |
| Peninsula Wealth, LLC | 1,762 | $1.13M | 0.21% | −481−21.4% | Reduced |
| Weatherly Asset Management L. P. | 1,724 | $1.13M | 0.10% | −67−3.7% | Reduced |
| Global Retirement Partners, LLC | 1,743 | $1.15M | 0.04% | +285+19.5% | Added |
| Freestone Capital Holdings, LLC | 1,754 | $1.15M | 0.04% | −1,756−50.0% | Reduced |
| Smith, Salley & Associates | 1,768 | $1.16M | 0.08% | +215+13.8% | Added |
| Kensington Investment Counsel, LLC | 1,770 | $1.16M | 0.51% | +4+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,773 | $1.17M | 0.03% | −372−17.3% | Reduced |
| Proficio Capital Partners LLC | 1,798 | $1.18M | 0.12% | +29+1.6% | Added |
| Nixon Peabody Trust Co | 1,805 | $1.19M | 0.11% | −459−20.3% | Reduced |
| CX Institutional | 1,807 | $1.19M | 0.06% | −57−3.1% | Reduced |
| Barr E S & Co | 1,809 | $1.19M | 0.08% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,809 | $1.19M | 0.57% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,819 | $1.20M | 0.05% | +270+17.4% | Added |
| Forbes J M & Co LLP | 1,819 | $1.20M | 0.12% | −124−6.4% | Reduced |
| CNB Bank | 1,821 | $1.20M | 0.58% | −69−3.7% | Reduced |
| Valmark Advisers, Inc. | 1,828 | $1.20M | 0.02% | +20+1.1% | Added |
| BayBridge Capital Group, LLC | 1,836 | $1.21M | 0.94% | +55+3.1% | Added |
| Evanson Asset Management, LLC | 1,837 | $1.21M | 0.09% | +8+0.4% | Added |
| Optiver Holding B.V. | 1,847 | $1.21M | 0.02% | +1,258+213.6% | Added |
| Cooper Financial Group | 1,852 | $1.22M | 0.18% | +115+6.6% | Added |
| J.W. Cole Advisors, Inc. | 1,864 | $1.23M | 0.06% | +765+69.6% | Added |
| Oarsman Capital, Inc. | 1,868 | $1.23M | 0.27% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,870 | $1.23M | 0.51% | +1+0.1% | Added |
| Virtue Capital Management, LLC | 1,925 | $1.23M | 0.21% | −159−7.6% | Reduced |
| Wealth Alliance | 1,871 | $1.23M | 0.16% | −26−1.4% | Reduced |
| Monetary Management Group Inc | 1,880 | $1.24M | 0.33% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,880 | $1.24M | 0.25% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,883 | $1.24M | 0.06% | −38−2.0% | Reduced |
| We Are One Seven, LLC | 1,897 | $1.25M | 0.06% | +614+47.9% | Added |
| Barbara Oil Co. | 1,900 | $1.25M | 0.55% | 00.0% | Unchanged |
| Heritage Trust Co | 1,908 | $1.25M | 0.17% | −59−3.0% | Reduced |
| Vise Technologies, Inc. | 1,929 | $1.27M | 0.22% | +652+51.1% | Added |
| Advisors Capital Management, LLC | 1,935 | $1.27M | 0.02% | +290+17.6% | Added |
| Transcend Wealth Collective, LLC | 1,936 | $1.27M | 0.09% | +1,471+316.3% | Added |
| Premier Path Wealth Partners, LLC | 1,957 | $1.29M | 0.22% | +38+2.0% | Added |
| Nelson Capital Management, LLC | 1,965 | $1.29M | 0.23% | 00.0% | Unchanged |
| Hara Capital LLC | 1,967 | $1.29M | 0.83% | −3−0.2% | Reduced |
| Ellevest, Inc. | 1,989 | $1.31M | 0.08% | +130+7.0% | Added |
| Brookstone Capital Management | 1,985 | $1.31M | 0.02% | −156−7.3% | Reduced |
| Liberty Wealth Management LLC | 36,325 | $1.31M | 0.24% | +34,338+1,728.1% | Added |
| Capital Investment Advisors, LLC | 2,020 | $1.33M | 0.03% | −64−3.1% | Reduced |
| Red Spruce Capital, LLC | 2,023 | $1.33M | 0.62% | +70+3.6% | Added |
| Arlington Trust Co LLC | 2,026 | $1.33M | 0.31% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,033 | $1.34M | 0.25% | 00.0% | Unchanged |
| Trust Point Inc. | 2,040 | $1.34M | 0.11% | −222−9.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,063 | $1.34M | 0.02% | +1,520+279.9% | Added |
| Aigen Investment Management, LP | 2,041 | $1.34M | 0.26% | −175−7.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,042 | $1.34M | 0.02% | +2,042 | New |
| Thrive Wealth Management, LLC | 2,047 | $1.35M | 0.26% | +13+0.6% | Added |
| Skopos Labs, Inc. | 2,108 | $1.35M | 0.58% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 2,065 | $1.36M | 1.08% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,098 | $1.38M | 0.22% | −1,114−34.7% | Reduced |
| Trilogy Capital Inc. | 2,098 | $1.38M | 0.07% | +1,317+168.6% | Added |
| Prelude Capital Management, LLC | 2,099 | $1.38M | 0.12% | +2,099 | New |
| Capital Planning Advisors, LLC | 2,104 | $1.38M | 0.24% | +167+8.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,106 | $1.38M | 0.10% | +99+4.9% | Added |
| China Universal Asset Management Co., Ltd. | 2,116 | $1.39M | 0.20% | +291+15.9% | Added |
| Old Port Advisors | 2,121 | $1.39M | 0.42% | +3+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,124 | $1.40M | 0.04% | −225−9.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,135 | $1.40M | 0.07% | +54+2.6% | Added |
| Mutual Advisors, LLC | 2,214 | $1.41M | 0.04% | +291+15.1% | Added |
| Knowledge Leaders Capital, LLC | 2,149 | $1.41M | 3.35% | −108−4.8% | Reduced |
| Wedbush Securities Inc | 2,164 | $1.42M | 0.05% | +135+6.7% | Added |
| McRae Capital Management Inc | 2,166 | $1.42M | 0.32% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,184 | $1.44M | 0.63% | −286−11.6% | Reduced |
| Graypoint LLC | 2,192 | $1.44M | 0.10% | +115+5.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,197 | $1.44M | 0.02% | +2,197 | New |
| Wealthspire Advisors, LLC | 2,210 | $1.45M | 0.02% | −138−5.9% | Reduced |
| Oxford Financial Group Ltd | 2,215 | $1.46M | 0.10% | +81+3.8% | Added |
| Boothbay Fund Management, LLC | 2,224 | $1.46M | 0.05% | +1,849+493.1% | Added |
| Quent Capital, LLC | 2,250 | $1.48M | 0.16% | +56+2.6% | Added |
| James Hambro & Partners | 2,252 | $1.48M | 0.07% | −696−23.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,252 | $1.48M | 0.23% | −32−1.4% | Reduced |
| Focus Financial Network, Inc. | 2,250 | $1.48M | 0.06% | +825+57.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,256 | $1.48M | 0.21% | −2−0.1% | Reduced |
| Diversify Wealth Management, LLC | 2,465 | $1.49M | 0.18% | +2,465 | New |
| Anchor Investment Management, LLC | 2,265 | $1.49M | 0.15% | −38−1.7% | Reduced |
| Everhart Financial Group, Inc. | 2,268 | $1.49M | 0.39% | +315+16.1% | Added |
| Smartleaf Asset Management LLC | 2,289 | $1.49M | 0.24% | +267+13.2% | Added |
| Nicolet Bankshares Inc | 2,277 | $1.50M | 0.37% | −21−0.9% | Reduced |
| Family Legacy, Inc. | 2,279 | $1.50M | 0.54% | +44+2.0% | Added |
| Buckingham Capital Management, Inc. | 2,280 | $1.50M | 0.18% | −9−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 2,291 | $1.51M | 0.05% | −18−0.8% | Reduced |
| Invesco, LLC | 2,294 | $1.51M | 0.63% | −134−5.5% | Reduced |
| Versor Investments LP | 2,306 | $1.52M | 0.28% | +2,306 | New |
| Atomi Financial Group, Inc. | 2,321 | $1.53M | 0.11% | +670+40.6% | Added |
| Moss Adams Wealth Advisors LLC | 2,330 | $1.53M | 0.21% | +75+3.3% | Added |
| Peak Asset Management, LLC | 2,342 | $1.54M | 0.30% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 2,349 | $1.54M | 0.05% | +888+60.8% | Added |
| Robertson Stephens Wealth Management, LLC | 2,350 | $1.54M | 0.08% | +136+6.1% | Added |
| Lee Danner & Bass Inc | 2,370 | $1.56M | 0.12% | +2,370 | New |