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 |
|---|---|---|---|---|---|
| Viking Fund Management LLC | 5,000 | $3.29M | 0.59% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,026 | $3.30M | 0.09% | +1,317+35.5% | Added |
| Intech Investment Management LLC | 5,030 | $3.31M | 0.04% | +429+9.3% | Added |
| Essex Investment Management Co LLC | 5,042 | $3.31M | 0.62% | −1,655−24.7% | Reduced |
| Decatur Capital Management, Inc. | 5,051 | $3.32M | 1.61% | +136+2.8% | Added |
| Simplicity Wealth,LLC | 5,059 | $3.32M | 0.08% | −205−3.9% | Reduced |
| Scharf Investments, LLC | 5,118 | $3.36M | 0.10% | +203+4.1% | Added |
| Americana Partners, LLC | 5,130 | $3.37M | 0.27% | +349+7.3% | Added |
| EFG Asset Management (North America) Corp. | 5,138 | $3.38M | 0.59% | −899−14.9% | Reduced |
| Warren Averett Asset Management, LLC | 5,145 | $3.38M | 0.07% | +4,624+887.5% | Added |
| GTS Securities LLC | 5,149 | $3.38M | 0.07% | −4,532−46.8% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $3.40M | 1.48% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,179 | $3.40M | 0.31% | +141+2.8% | Added |
| Davidson Capital Management Inc. | 5,188 | $3.41M | 1.05% | +943+22.2% | Added |
| Silphium Asset Management Ltd | 5,220 | $3.43M | 1.64% | +861+19.8% | Added |
| Whitford Management LLC | 5,252 | $3.45M | 2.01% | +1,806+52.4% | Added |
| Compass Wealth Management LLC | 5,263 | $3.46M | 0.85% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,346 | $3.51M | 0.04% | −112−2.1% | Reduced |
| Clark Capital Management Group, Inc. | 5,355 | $3.52M | 0.03% | +1,087+25.5% | Added |
| Ofi Invest Asset Management | 5,740 | $3.52M | 0.09% | +5,635+5,366.7% | Added |
| Farther Finance Advisors, LLC | 5,410 | $3.52M | 0.17% | +2,565+90.2% | Added |
| S.A. Mason LLC | 5,375 | $3.53M | 2.01% | −14−0.3% | Reduced |
| Vestcor Inc | 5,382 | $3.54M | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,428 | $3.56M | 0.16% | +3,241+148.2% | Added |
| Cyndeo Wealth Partners, LLC | 5,430 | $3.57M | 0.28% | +10.0% | Added |
| Stokes Capital Advisors, LLC | 5,444 | $3.58M | 1.00% | +5,444 | New |
| Equitable Trust Co | 5,452 | $3.58M | 0.25% | +320+6.2% | Added |
| First Bank & Trust | 5,462 | $3.59M | 0.73% | −95−1.7% | Reduced |
| Martin Capital Advisors, LLP | 5,501 | $3.62M | 2.71% | −67−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 5,519 | $3.63M | 0.04% | −1,585−22.3% | Reduced |
| Central Pacific Bank - Trust Division | 5,524 | $3.63M | 0.43% | +498+9.9% | Added |
| HB Wealth Management, LLC | 5,552 | $3.65M | 0.04% | +1,321+31.2% | Added |
| RVW Wealth, LLC | 5,559 | $3.65M | 0.36% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,565 | $3.66M | 0.04% | −298−5.1% | Reduced |
| Zions Bancorporation, N.A. | 5,591 | $3.67M | 0.29% | +402+7.7% | Added |
| Portfolio Design Labs, LLC | 5,594 | $3.68M | 1.14% | +552+10.9% | Added |
| Roberts Wealth Advisors, LLC | 5,682 | $3.70M | 1.26% | +39+0.7% | Added |
| Fairbanks Capital Management, Inc. | 5,642 | $3.71M | 2.44% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,698 | $3.75M | 0.25% | +753+15.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,718 | $3.76M | 0.15% | +540+10.4% | Added |
| Dividend Assets Capital, LLC | 5,722 | $3.76M | 0.77% | +1,512+35.9% | Added |
| S&CO Inc | 5,749 | $3.78M | 0.26% | +2,992+108.5% | Added |
| Summerhill Capital Management lnc. | 5,760 | $3.79M | 2.68% | −292−4.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,763 | $3.79M | 0.21% | +55+1.0% | Added |
| Signaturefd, LLC | 5,801 | $3.81M | 0.08% | −171−2.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,837 | $3.84M | 0.16% | +20.0% | Added |
| Meeder Advisory Services, Inc. | 5,838 | $3.84M | 0.27% | +1,416+32.0% | Added |
| Knights of Columbus Asset Advisors LLC | 5,855 | $3.85M | 0.25% | +959+19.6% | Added |
| Strategic Planning Group, LLC | 5,965 | $3.92M | 0.86% | +1,709+40.2% | Added |
| Ocean Capital Management, LLC | 5,973 | $3.93M | 1.30% | −51−0.8% | Reduced |
| Weil Company, Inc. | 5,985 | $3.93M | 1.44% | +10+0.2% | Added |
| Chilton Investment Co LLC | 5,996 | $3.94M | 0.11% | −157−2.6% | Reduced |
| Frank, Rimerman Advisors LLC | 5,997 | $3.94M | 0.28% | +5,983+42,735.7% | Added |
| Settian Capital LP | 6,000 | $3.94M | 2.89% | 00.0% | Unchanged |
| Tairen Capital Ltd | 6,000 | $3.94M | 0.14% | +6,000 | New |
| Gamco Investors, Inc. Et Al | 6,018 | $3.96M | 0.04% | −707−10.5% | Reduced |
| Legacy Advisors, LLC | 6,091 | $4.00M | 0.49% | −288−4.5% | Reduced |
| Baader Bank INC | 6,125 | $4.03M | 0.31% | +510+9.1% | Added |
| Gluskin Sheff & Assoc Inc | 6,131 | $4.03M | 0.46% | −472−7.1% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $4.04M | 0.45% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,183 | $4.06M | 0.07% | +6,183 | New |
| Hyman Charles D | 6,188 | $4.07M | 0.23% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 6,214 | $4.08M | 0.11% | +1,700+37.7% | Added |
| Ossiam | 6,217 | $4.09M | 0.08% | +483+8.4% | Added |
| Principal Securities, Inc. | 6,282 | $4.13M | 0.11% | +909+16.9% | Added |
| LGT Fund Management Co Ltd. | 6,300 | $4.14M | 0.52% | +3,311+110.8% | Added |
| Aquatic Capital Management LLC | 6,360 | $4.18M | 0.15% | −69,440−91.6% | Reduced |
| Mitchell Capital Management Co | 6,378 | $4.19M | 0.74% | +36+0.6% | Added |
| HBW Advisory Services LLC | 6,396 | $4.20M | 0.70% | −560−8.1% | Reduced |
| Liberty One Investment Management, LLC | 6,414 | $4.21M | 0.47% | −152−2.3% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 6,420 | $4.22M | 0.09% | +3,684+134.6% | Added |
| Mission Creek Capital Partners, Inc. | 6,425 | $4.22M | 1.06% | +726+12.7% | Added |
| TrimTabs Asset Management, LLC | 6,447 | $4.24M | 1.05% | +3,453+115.3% | Added |
| Procyon Private Wealth Partners, LLC | 6,476 | $4.26M | 0.32% | +286+4.6% | Added |
| Coldstream Capital Management Inc | 6,487 | $4.26M | 0.10% | +589+10.0% | Added |
| Longbow Finance SA | 6,496 | $4.27M | 0.44% | −359−5.2% | Reduced |
| Monograph Wealth Advisors, LLC | 6,514 | $4.28M | 0.63% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,548 | $4.30M | 0.66% | +122+1.9% | Added |
| Empowered Funds, LLC | 6,567 | $4.32M | 0.07% | +660+11.2% | Added |
| Cullinan Associates Inc | 6,610 | $4.34M | 0.25% | −500−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,620 | $4.35M | 0.22% | +268+4.2% | Added |
| V-Square Quantitative Management LLC | 6,757 | $4.44M | 0.72% | +79+1.2% | Added |
| Groupama Asset Managment | 6,797 | $4.47M | 0.09% | +2,922+75.4% | Added |
| Scholtz & Company, LLC | 6,913 | $4.54M | 1.93% | −163−2.3% | Reduced |
| First Hawaiian Bank | 6,926 | $4.55M | 0.15% | −2,509−26.6% | Reduced |
| E Fund Management Co., Ltd. | 6,960 | $4.57M | 0.25% | +1,166+20.1% | Added |
| Logan Capital Management Inc | 6,964 | $4.58M | 0.20% | −207−2.9% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 7,000 | $4.60M | 2.44% | −4,000−36.4% | Reduced |
| Chesley Taft & Associates LLC | 7,025 | $4.62M | 0.23% | −275−3.8% | Reduced |
| Beacon Pointe Advisors, LLC | 7,028 | $4.62M | 0.05% | −107−1.5% | Reduced |
| CAPROCK Group, Inc. | 7,047 | $4.63M | 0.19% | +2,332+49.5% | Added |
| Evergreen Private Wealth LLC | 7,071 | $4.65M | 2.29% | +117+1.7% | Added |
| AXS Investments LLC | 7,099 | $4.67M | 1.30% | −1,377−16.2% | Reduced |
| La Banque Postale Asset Management SA | 7,182 | $4.72M | 0.19% | +4,450+162.9% | Added |
| Nishkama Capital, LLC | 7,200 | $4.73M | 0.71% | +7,200 | New |
| Synovus Financial Corp | 7,264 | $4.77M | 0.06% | +931+14.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,327 | $4.81M | 0.39% | −100−1.3% | Reduced |
| Verition Fund Management LLC | 7,331 | $4.82M | 0.04% | −4,625−38.7% | Reduced |
| Redmond Asset Management, LLC | 7,357 | $4.84M | 1.59% | −2,295−23.8% | Reduced |
| Altrafin AG | 7,358 | $4.84M | 1.79% | +41+0.6% | Added |