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 |
|---|---|---|---|---|---|
| PKO Investment Management Joint-Stock Co | 3,500 | $2.30M | 0.28% | −2,656−43.1% | Reduced |
| Gladstone Institutional Advisory LLC | 3,532 | $2.32M | 0.12% | −483−12.0% | Reduced |
| Clean Yield Group | 3,567 | $2.34M | 0.88% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 3,578 | $2.35M | 0.04% | +1,185+49.5% | Added |
| Wedmont Private Capital | 3,678 | $2.36M | 0.15% | +310+9.2% | Added |
| Merit Financial Group, LLC | 3,603 | $2.37M | 0.05% | +412+12.9% | Added |
| Willow Creek Wealth Management Inc. | 3,627 | $2.38M | 0.27% | −8−0.2% | Reduced |
| Sofos Investments, Inc. | 3,637 | $2.39M | 0.60% | −3,363−48.0% | Reduced |
| IFP Advisors, Inc | 3,639 | $2.39M | 0.09% | +408+12.6% | Added |
| Southern Capital Advisors, LLC | 3,641 | $2.39M | 1.48% | +11+0.3% | Added |
| Advent International Corp | 3,643 | $2.39M | 0.06% | −43,000−92.2% | Reduced |
| Miracle Mile Advisors, LLC | 3,647 | $2.40M | 0.06% | +131+3.7% | Added |
| Nomura Holdings Inc | 3,663 | $2.41M | 0.02% | +864+30.9% | Added |
| Conway Capital Management, Inc. | 3,670 | $2.41M | 1.21% | −410−10.0% | Reduced |
| Dohj, LLC | 3,688 | $2.42M | 0.61% | +57+1.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $2.46M | 0.25% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,870 | $2.46M | 0.10% | −138−3.4% | Reduced |
| Cinctive Capital Management LP | 3,776 | $2.48M | 0.13% | +3,776 | New |
| Schechter Investment Advisors, LLC | 3,800 | $2.50M | 0.19% | −80−2.1% | Reduced |
| Outfitter Financial LLC | 3,802 | $2.50M | 2.08% | −20−0.5% | Reduced |
| Berger Financial Group, Inc | 3,807 | $2.50M | 0.20% | −69−1.8% | Reduced |
| Eagle Asset Management Inc | 3,850 | $2.51M | 0.01% | +446+13.1% | Added |
| Inlet Private Wealth, LLC | 3,828 | $2.52M | 0.69% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,844 | $2.53M | 0.06% | −28−0.7% | Reduced |
| Fairfield, Bush & Co. | 3,867 | $2.54M | 1.52% | +42+1.1% | Added |
| Spire Wealth Management | 3,882 | $2.55M | 0.09% | +187+5.1% | Added |
| Ritholtz Wealth Management | 3,921 | $2.58M | 0.09% | +169+4.5% | Added |
| Aubrey Capital Management Ltd | 6,700 | $2.59M | 1.04% | +1,800+36.7% | Added |
| Pinkerton Retirement Specialists, LLC | 3,947 | $2.59M | 0.40% | +201+5.4% | Added |
| ClariVest Asset Management LLC | 3,986 | $2.62M | 0.27% | −53−1.3% | Reduced |
| Ostrum Asset Management | 3,999 | $2.63M | 0.23% | +426+11.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.63M | 0.60% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,007 | $2.63M | 0.05% | +1,315+48.8% | Added |
| Summit Trail Advisors, LLC | 4,013 | $2.64M | 0.07% | +1,519+60.9% | Added |
| CenterBook Partners LP | 4,025 | $2.65M | 0.16% | +4,025 | New |
| Archford Capital Strategies, LLC | 4,044 | $2.66M | 0.43% | +43+1.1% | Added |
| Nicholas Investment Partners, LP | 4,063 | $2.67M | 0.28% | −736−15.3% | Reduced |
| HighPoint Advisor Group LLC | 4,206 | $2.67M | 0.16% | −53−1.2% | Reduced |
| PFG Advisors | 4,106 | $2.70M | 0.18% | −133−3.1% | Reduced |
| Dynasty Wealth Management, LLC | 4,131 | $2.71M | 0.08% | −57−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,143 | $2.72M | 0.22% | +49+1.2% | Added |
| Freedom Day Solutions, LLC | 4,169 | $2.74M | 0.93% | +148+3.7% | Added |
| Guardian Capital LP | 4,170 | $2.74M | 0.10% | −2,775−40.0% | Reduced |
| Picton Mahoney Asset Management | 4,190 | $2.75M | 0.12% | −10,235−71.0% | Reduced |
| Covenant Asset Management, LLC | 4,213 | $2.77M | 0.62% | +3+0.1% | Added |
| Diversify Advisory Services, LLC | 4,267 | $2.78M | 0.15% | −950−18.2% | Reduced |
| Avestar Capital, LLC | 4,229 | $2.78M | 0.31% | +549+14.9% | Added |
| William Allan, LLC | 4,243 | $2.79M | 1.87% | −25−0.6% | Reduced |
| Jones Financial Companies LLLP | 4,246 | $2.79M | 0.00% | +3,590+547.3% | Added |
| Harrington Investments, INC | 4,315 | $2.84M | 1.61% | +275+6.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,327 | $2.84M | 0.46% | −4−0.1% | Reduced |
| Evergreen Capital Management LLC | 4,331 | $2.85M | 0.10% | +73+1.7% | Added |
| Petredis Investment Advisors LLC | 4,334 | $2.85M | 0.32% | −3−0.1% | Reduced |
| Scott & Selber, Inc. | 4,336 | $2.85M | 0.91% | +70+1.6% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.85M | 0.49% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,359 | $2.86M | 0.98% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,362 | $2.87M | 0.25% | −150−3.3% | Reduced |
| BNP Paribas | 4,414 | $2.88M | 0.14% | +362+8.9% | Added |
| Old National Bancorp | 4,379 | $2.88M | 0.07% | −179−3.9% | Reduced |
| Hancock Whitney Corp | 4,396 | $2.89M | 0.10% | −31−0.7% | Reduced |
| MV Capital Management, Inc. | 4,404 | $2.89M | 0.33% | +46+1.1% | Added |
| Roundview Capital LLC | 4,408 | $2.90M | 0.23% | −116−2.6% | Reduced |
| Ironwood Financial, llc | 4,412 | $2.90M | 0.65% | +4+0.1% | Added |
| Blueshift Asset Management, LLC | 4,449 | $2.92M | 0.98% | +2,240+101.4% | Added |
| Harfst & Associates, Inc. | 4,487 | $2.95M | 0.69% | −11−0.2% | Reduced |
| STF Management LP | 4,499 | $2.96M | 1.25% | −234−4.9% | Reduced |
| Diversified Trust Co | 4,505 | $2.96M | 0.08% | +1,356+43.1% | Added |
| Welch & Forbes LLC | 4,553 | $2.96M | 0.04% | −25−0.5% | Reduced |
| Alps Advisors Inc | 4,508 | $2.96M | 0.02% | −99−2.1% | Reduced |
| Caxton Associates LP | 4,525 | $2.97M | 0.12% | +3,365+290.1% | Added |
| Guardian Capital Advisors LP | 4,702 | $2.98M | 0.32% | +2,435+107.4% | Added |
| Kornitzer Capital Management Inc | 4,541 | $2.98M | 0.06% | −535−10.5% | Reduced |
| Ninety One SA (PTY) Ltd | 4,538 | $2.99M | 0.46% | −3,550−43.9% | Reduced |
| Lake Street Advisors Group, LLC | 4,550 | $2.99M | 0.14% | −257−5.3% | Reduced |
| Bleakley Financial Group, LLC | 4,557 | $2.99M | 0.09% | −216−4.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,560 | $3.00M | 0.51% | −500−9.9% | Reduced |
| Sanders Morris Harris LLC | 4,576 | $3.01M | 0.49% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,577 | $3.01M | 0.55% | +39+0.9% | Added |
| Capital Asset Advisory Services LLC | 4,685 | $3.05M | 0.17% | +1,396+42.4% | Added |
| Cloverfields Capital Group, LP | 4,674 | $3.07M | 1.04% | +10+0.2% | Added |
| Gateway Investment Advisers LLC | 4,711 | $3.10M | 0.04% | −43,678−90.3% | Reduced |
| Palisade Capital Management LLC | 4,716 | $3.10M | 0.08% | +131+2.9% | Added |
| Brown Brothers Harriman & Co | 4,723 | $3.10M | 0.02% | −50−1.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,731 | $3.11M | 2.59% | +10.0% | Added |
| Vident Advisory, LLC | 4,739 | $3.11M | 0.09% | +690+17.0% | Added |
| KP Management LLC | 4,750 | $3.12M | 1.18% | −1,000−17.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,751 | $3.12M | 0.72% | −77−1.6% | Reduced |
| Brasada Capital Management, LP | 4,999 | $3.15M | 0.56% | +70+1.4% | Added |
| Boit C F David | 4,800 | $3.15M | 1.64% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,803 | $3.16M | 0.26% | +307+6.8% | Added |
| Legacy Trust | 4,861 | $3.19M | 0.79% | 00.0% | Unchanged |
| HighVista Strategies LLC | 4,863 | $3.20M | 1.17% | +1,900+64.1% | Added |
| Cohen Investment Advisors LLC | 6,271 | $3.20M | 2.58% | +26+0.4% | Added |
| WBI Investments | 4,909 | $3.23M | 0.78% | +2,882+142.2% | Added |
| Concurrent Investment Advisors, LLC | 4,912 | $3.23M | 0.11% | −832−14.5% | Reduced |
| First Personal Financial Services | 4,917 | $3.23M | 0.73% | +12+0.2% | Added |
| Asset Dedication, LLC | 4,921 | $3.23M | 0.22% | −282−5.4% | Reduced |
| Herold Advisors, Inc. | 4,928 | $3.24M | 0.75% | +127+2.6% | Added |
| Highland Capital Management, LLC | 4,988 | $3.28M | 0.19% | −989−16.5% | Reduced |
| Glynn Capital Management LLC | 5,000 | $3.29M | 0.66% | 00.0% | Unchanged |