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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2,380 | $1.56M | 0.15% | +534+28.9% | Added |
| RMR Wealth Builders | 2,382 | $1.57M | 0.18% | +146+6.5% | Added |
| Flagship Harbor Advisors, LLC | 2,396 | $1.57M | 0.09% | −43−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,397 | $1.58M | 0.23% | +50+2.1% | Added |
| DB Fitzpatrick & Co, Inc | 2,400 | $1.58M | 1.46% | +684+39.9% | Added |
| Cascade Investment Group, Inc. | 2,412 | $1.59M | 1.24% | +3+0.1% | Added |
| Citizens National Bank Trust Department | 2,417 | $1.59M | 0.35% | +90+3.9% | Added |
| Choate Investment Advisors | 2,417 | $1.59M | 0.04% | +145+6.4% | Added |
| Moneta Group Investment Advisors LLC | 2,456 | $1.61M | 0.03% | +181+8.0% | Added |
| Benjamin Edwards Inc | 2,467 | $1.62M | 0.31% | +22+0.9% | Added |
| Engineers Gate Manager LP | 2,481 | $1.63M | 0.04% | −2,051−45.3% | Reduced |
| ROI Financial Advisors, LLC | 2,491 | $1.63M | 1.18% | +69+2.8% | Added |
| Okabena Investment Services Inc | 2,491 | $1.64M | 0.52% | +626+33.6% | Added |
| Quotient Wealth Partners, LLC | 2,493 | $1.64M | 0.06% | −113−4.3% | Reduced |
| Mattson Financial Services, LLC | 2,503 | $1.64M | 0.59% | +2,503 | New |
| Keeler Thomas Management LLC | 2,510 | $1.65M | 0.56% | −29−1.1% | Reduced |
| Hilltop Holdings Inc. | 2,511 | $1.65M | 0.19% | +69+2.8% | Added |
| FSM Wealth Advisors, LLC | 2,517 | $1.65M | 0.55% | −8−0.3% | Reduced |
| Stablepoint Partners, LLC | 2,629 | $1.67M | 0.32% | −848−24.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,557 | $1.68M | 0.02% | −214−7.7% | Reduced |
| Icon Wealth Advisors, LLC | 2,609 | $1.69M | 0.15% | +1,231+89.3% | Added |
| ICONIQ Capital, LLC | 2,574 | $1.69M | 0.04% | +182+7.6% | Added |
| Great Lakes Advisors, LLC | 2,574 | $1.69M | 0.02% | +97+3.9% | Added |
| Clarius Group, LLC | 2,576 | $1.69M | 0.12% | −103−3.8% | Reduced |
| National Asset Management, Inc. | 2,579 | $1.69M | 0.04% | −53−2.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,587 | $1.70M | 0.12% | −542−17.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,617 | $1.72M | 0.31% | −66−2.5% | Reduced |
| Elmwood Wealth Management, Inc. | 2,638 | $1.73M | 0.77% | −100−3.7% | Reduced |
| Abacus Planning Group, Inc. | 2,660 | $1.75M | 0.34% | +11+0.4% | Added |
| Modera Wealth Management, LLC | 2,668 | $1.75M | 0.03% | −52−1.9% | Reduced |
| Allworth Financial LP | 2,795 | $1.78M | 0.01% | −178−6.0% | Reduced |
| Eqis Capital Management, Inc. | 2,710 | $1.78M | 0.15% | +213+8.5% | Added |
| Roberts Glore & Co Inc | 2,716 | $1.78M | 0.54% | −63−2.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.79M | 0.02% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,729 | $1.79M | 0.27% | +223+8.9% | Added |
| Cumberland Partners Ltd | 2,750 | $1.81M | 0.13% | +935+51.5% | Added |
| Quadrant Capital Group LLC | 2,782 | $1.83M | 0.14% | +64+2.4% | Added |
| Eads & Heald Wealth Management | 2,793 | $1.84M | 0.89% | −147−5.0% | Reduced |
| Pegasus Partners Ltd. | 2,794 | $1.84M | 0.19% | −1,573−36.0% | Reduced |
| Signature Wealth Management Group | 2,814 | $1.85M | 0.81% | +67+2.4% | Added |
| Silicon Valley Capital Partners | 2,831 | $1.86M | 0.26% | +4+0.1% | Added |
| Riverpark Capital Management LLC | 2,844 | $1.87M | 2.48% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,856 | $1.88M | 0.02% | +1,576+123.1% | Added |
| Fifth Third Wealth Advisors LLC | 2,858 | $1.88M | 0.14% | +2,399+522.7% | Added |
| DRW Securities, LLC | 2,865 | $1.88M | 0.12% | +1,531+114.8% | Added |
| Cigna Investments Inc | 2,865 | $1.88M | 0.35% | −48−1.6% | Reduced |
| GAMMA Investing LLC | 2,870 | $1.89M | 0.26% | +883+44.4% | Added |
| Savant Capital, LLC | 2,880 | $1.89M | 0.02% | +126+4.6% | Added |
| Adviser Investments LLC | 2,881 | $1.89M | 0.02% | +18+0.6% | Added |
| Sirios Capital Management L P | 2,886 | $1.90M | 0.33% | −863−23.0% | Reduced |
| Summit Global Investments | 2,889 | $1.90M | 0.13% | −55−1.9% | Reduced |
| Sunbelt Securities, Inc. | 2,893 | $1.90M | 0.19% | −13−0.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,920 | $1.92M | 1.50% | +182+6.6% | Added |
| RFG Advisory, LLC | 2,924 | $1.92M | 0.06% | −41−1.4% | Reduced |
| RiverPark Advisors, LLC | 2,946 | $1.94M | 1.60% | −250−7.8% | Reduced |
| Close Asset Management Ltd | 2,951 | $1.94M | 0.07% | +419+16.5% | Added |
| Mather Group, LLC. | 2,998 | $1.95M | 0.02% | +399+15.4% | Added |
| Ballentine Partners, LLC | 2,995 | $1.97M | 0.04% | −374−11.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,033 | $1.99M | 0.13% | −3,946−56.5% | Reduced |
| Jefferies Financial Group Inc. | 3,036 | $2.00M | 0.04% | −34−1.1% | Reduced |
| Maven Securities LTD | 3,042 | $2.00M | 0.31% | −307−9.2% | Reduced |
| Argent Trust Co | 3,059 | $2.01M | 0.09% | +290+10.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,070 | $2.02M | 0.24% | +283+10.2% | Added |
| REDW Wealth LLC | 3,077 | $2.02M | 0.53% | −75−2.4% | Reduced |
| NorthRock Partners, LLC | 3,080 | $2.02M | 0.08% | +297+10.7% | Added |
| Value Partners Investments Inc. | 3,087 | $2.03M | 0.18% | +496+19.1% | Added |
| Boston Trust Walden Corp | 3,091 | $2.03M | 0.02% | −70−2.2% | Reduced |
| Quest Investment Management LLC | 3,103 | $2.04M | 0.23% | −5,790−65.1% | Reduced |
| Unique Wealth, LLC | 3,106 | $2.04M | 0.53% | +517+20.0% | Added |
| Pittenger & Anderson Inc | 3,116 | $2.05M | 0.08% | +76+2.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,119 | $2.05M | 0.59% | +716+29.8% | Added |
| Venturi Wealth Management, LLC | 3,134 | $2.06M | 0.12% | +752+31.6% | Added |
| RB Capital Management, LLC | 3,151 | $2.07M | 0.53% | −101−3.1% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,169 | $2.08M | 0.47% | +35+1.1% | Added |
| Trust Asset Management LLC | 3,178 | $2.09M | 0.18% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.10M | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,191 | $2.10M | 0.30% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,221 | $2.12M | 0.15% | −4,389−57.7% | Reduced |
| WT Wealth Management | 3,252 | $2.14M | 0.73% | −56−1.7% | Reduced |
| Novare Capital Management LLC | 3,256 | $2.14M | 0.19% | −35−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 3,267 | $2.15M | 0.16% | +21+0.6% | Added |
| GM Advisory Group, Inc. | 3,272 | $2.15M | 0.14% | +5+0.2% | Added |
| Sabal Trust CO | 3,273 | $2.15M | 0.13% | −9−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 3,580 | $2.16M | 0.24% | +777+27.7% | Added |
| First Citizens Bank & Trust Co | 3,287 | $2.16M | 0.04% | +231+7.6% | Added |
| Perigon Wealth Management, LLC | 3,289 | $2.16M | 0.06% | +540+19.6% | Added |
| Advisor OS, LLC | 3,296 | $2.17M | 0.24% | +116+3.6% | Added |
| Summit Financial, LLC | 3,297 | $2.17M | 0.10% | +2,041+162.5% | Added |
| Centiva Capital, LP | 3,301 | $2.17M | 0.10% | +2,937+806.9% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.19M | 0.46% | +26+0.8% | Added |
| Jacobi Capital Management LLC | 3,371 | $2.22M | 0.19% | +63+1.9% | Added |
| Stiles Financial Services Inc | 3,381 | $2.22M | 0.85% | −18−0.5% | Reduced |
| Bayesian Capital Management, LP | 3,400 | $2.23M | 0.26% | +3,400 | New |
| Clearstead Advisors, LLC | 3,407 | $2.24M | 0.04% | +1,053+44.7% | Added |
| GeoWealth Management, LLC | 3,411 | $2.24M | 0.10% | +609+21.7% | Added |
| Kestra Private Wealth Services, LLC | 3,420 | $2.25M | 0.05% | −273−7.4% | Reduced |
| BKD Wealth Advisors, LLC | 3,425 | $2.25M | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,426 | $2.25M | 0.07% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,461 | $2.27M | 0.23% | +226+7.0% | Added |
| Brighton Jones LLC | 3,496 | $2.30M | 0.08% | −110−3.1% | Reduced |