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 |
|---|---|---|---|---|---|
| Change Path, LLC | 7,372 | $4.84M | 0.25% | −103−1.4% | Reduced |
| Cypress Capital Group | 7,383 | $4.85M | 0.58% | −205−2.7% | Reduced |
| Rench Wealth Management, Inc. | 7,399 | $4.86M | 1.74% | +424+6.1% | Added |
| Fiduciary Trust Co | 7,494 | $4.93M | 0.07% | +35+0.5% | Added |
| Stony Point Capital LLC | 7,507 | $4.93M | 1.27% | +7,507 | New |
| Fukoku Mutual Life Insurance Co | 7,539 | $4.95M | 0.38% | −6,152−44.9% | Reduced |
| First Foundation Advisors | 7,544 | $4.96M | 0.19% | +613+8.8% | Added |
| Tokio Marine Asset Management Co Ltd | 7,550 | $4.96M | 0.24% | +429+6.0% | Added |
| Resources Investment Advisors, LLC. | 7,550 | $4.96M | 0.06% | +6,051+403.7% | Added |
| Legal Advantage Investments, Inc. | 7,553 | $4.96M | 2.86% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,588 | $4.99M | 0.02% | −40,573−84.2% | Reduced |
| Quantitative Investment Management, LLC | 7,640 | $5.02M | 0.55% | +7,640 | New |
| Parsons Capital Management Inc | 7,678 | $5.05M | 0.34% | −50−0.6% | Reduced |
| Papp L Roy & Associates | 7,740 | $5.09M | 0.62% | −315−3.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,749 | $5.09M | 0.37% | +10.0% | Added |
| Two Sigma Securities, LLC | 7,813 | $5.13M | 0.24% | +7,315+1,468.9% | Added |
| Mirabaud Asset Management Ltd | 7,873 | $5.17M | 2.38% | −3,749−32.3% | Reduced |
| Account Management LLC | 7,899 | $5.19M | 5.89% | −380−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 7,930 | $5.21M | 0.04% | −2,839−26.4% | Reduced |
| City Holding Co | 7,931 | $5.21M | 0.77% | −30−0.4% | Reduced |
| Canal Capital Management, LLC | 7,989 | $5.25M | 0.90% | +328+4.3% | Added |
| Polar Capital Holdings Plc | 8,004 | $5.26M | 0.03% | −13,703−63.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,100 | $5.32M | 3.56% | +20+0.2% | Added |
| Beacon Investment Advisors LLC | 8,120 | $5.34M | 2.73% | −127−1.5% | Reduced |
| Sendero Wealth Management, LLC | 8,132 | $5.34M | 0.90% | −558−6.4% | Reduced |
| Watchman Group, Inc. | 8,165 | $5.37M | 1.71% | −39−0.5% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $5.38M | 1.91% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 8,219 | $5.40M | 2.39% | +83+1.0% | Added |
| Stansberry Asset Management, LLC | 8,231 | $5.41M | 0.71% | +1,481+21.9% | Added |
| FourThought Financial Partners, LLC | 8,258 | $5.43M | 0.70% | −127−1.5% | Reduced |
| Central Trust Co | 8,379 | $5.51M | 0.13% | −144−1.7% | Reduced |
| Independent Advisor Alliance | 8,414 | $5.53M | 0.19% | +60+0.7% | Added |
| Empower Advisory Group, LLC | 8,459 | $5.56M | 0.02% | +1,083+14.7% | Added |
| Private Advisor Group, LLC | 8,487 | $5.58M | 0.04% | +1,287+17.9% | Added |
| Veriti Management LLC | 8,558 | $5.62M | 0.35% | +1,068+14.3% | Added |
| Harbour Capital Advisors, LLC | 8,718 | $5.67M | 1.35% | −58−0.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,655 | $5.69M | 0.61% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,672 | $5.70M | 0.09% | +229+2.7% | Added |
| Sumitomo Life Insurance Co | 8,699 | $5.72M | 0.13% | +875+11.2% | Added |
| Gotham Asset Management, LLC | 8,709 | $5.72M | 0.07% | +7,796+853.9% | Added |
| AE Wealth Management LLC | 8,726 | $5.73M | 0.06% | +3,169+57.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,911 | $5.86M | 0.15% | +29+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 8,919 | $5.86M | 0.03% | +1,294+17.0% | Added |
| TD Private Client Wealth LLC | 8,977 | $5.90M | 0.19% | −288−3.1% | Reduced |
| Greenleaf Trust | 9,004 | $5.92M | 0.06% | −251−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,030 | $5.93M | 0.40% | −208−2.3% | Reduced |
| Everence Capital Management Inc | 9,500 | $5.94M | 0.41% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,044 | $5.94M | 0.16% | +270+3.1% | Added |
| Madison Asset Management, LLC | 9,064 | $5.96M | 0.07% | −2,849−23.9% | Reduced |
| Plato Investment Management Ltd | 9,129 | $6.00M | 0.56% | +1,380+17.8% | Added |
| Boston Financial Mangement LLC | 9,187 | $6.04M | 0.19% | +177+2.0% | Added |
| J. Safra Sarasin Holding AG | 9,191 | $6.04M | 0.11% | +9,191 | New |
| Banco Santander, S.A. | 9,226 | $6.06M | 0.08% | +2,649+40.3% | Added |
| Vanderbilt University | 9,233 | $6.07M | 1.27% | +3,077+50.0% | Added |
| D.A. Davidson & Co. | 9,260 | $6.09M | 0.05% | +1,794+24.0% | Added |
| Wambolt & Associates, LLC | 9,375 | $6.10M | 1.77% | +408+4.6% | Added |
| Apollon Wealth Management, LLC | 9,322 | $6.13M | 0.19% | −144−1.5% | Reduced |
| Snowden Capital Advisors LLC | 9,324 | $6.13M | 0.18% | +59+0.6% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 9,338 | $6.14M | 1.46% | −6,347−40.5% | Reduced |
| Empirical Finance, LLC | 9,390 | $6.17M | 0.39% | −614−6.1% | Reduced |
| Conning Inc. | 9,426 | $6.19M | 0.22% | +296+3.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,433 | $6.20M | 1.44% | +7,984+551.0% | Added |
| NewEdge Wealth, LLC | 9,457 | $6.22M | 0.13% | −174−1.8% | Reduced |
| Bouvel Investment Partners, LLC | 9,634 | $6.33M | 2.45% | −34−0.4% | Reduced |
| Stonegate Investment Group, LLC | 9,637 | $6.33M | 0.18% | +444+4.8% | Added |
| Ellsworth Advisors, LLC | 9,668 | $6.35M | 1.77% | +128+1.3% | Added |
| Harvest Fund Management Co., Ltd | 9,679 | $6.36M | 0.46% | −222−2.2% | Reduced |
| Wetherby Asset Management Inc | 9,680 | $6.36M | 0.30% | −417−4.1% | Reduced |
| Toroso Investments, LLC | 9,735 | $6.40M | 0.09% | −4,401−31.1% | Reduced |
| First Nebraska Trust Co | 9,768 | $6.42M | 0.66% | −10−0.1% | Reduced |
| L1 Capital International Pty Ltd | 9,879 | $6.43M | 2.57% | +2,854+40.6% | Added |
| Prime Capital Investment Advisors, LLC | 9,825 | $6.46M | 0.10% | −1,324−11.9% | Reduced |
| Bey-Douglas LLC | 9,876 | $6.50M | 6.02% | +91+0.9% | Added |
| RSM US Wealth Management LLC | 9,988 | $6.51M | 0.11% | +9,031+943.7% | Added |
| Twin Capital Management Inc | 9,903 | $6.51M | 0.77% | +4,518+83.9% | Added |
| M. Kulyk & Associates, LLC | 9,996 | $6.57M | 1.53% | +465+4.9% | Added |
| Howe & Rusling Inc | 10,049 | $6.60M | 0.60% | +1,535+18.0% | Added |
| AdvisorShares Investments LLC | 10,151 | $6.61M | 1.15% | +1,436+16.5% | Added |
| Cape Cod Five Cents Savings Bank | 10,061 | $6.61M | 0.64% | −29−0.3% | Reduced |
| Railway Pension Investments Ltd | 10,100 | $6.64M | 0.08% | +10,100 | New |
| Scotia Capital Inc. | 10,123 | $6.65M | 0.04% | −975−8.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 10,164 | $6.68M | 1.17% | −1,447−12.5% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.70M | 0.75% | 00.0% | Unchanged |
| First Western Trust Bank | 10,260 | $6.74M | 0.32% | −1,835−15.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,383 | $6.82M | 0.66% | −233−2.2% | Reduced |
| Kestra Advisory Services, LLC | 10,713 | $6.86M | 0.04% | +1,173+12.3% | Added |
| Duncker Streett & Co Inc | 10,451 | $6.87M | 1.32% | +428+4.3% | Added |
| Massmutual Trust Co FSB | 10,518 | $6.91M | 0.21% | +548+5.5% | Added |
| Dynamic Advisor Solutions LLC | 10,548 | $6.93M | 0.22% | +167+1.6% | Added |
| Wolverine Trading, LLC | 10,606 | $6.97M | 0.11% | −5,517−34.2% | Reduced |
| Ted Buchan & Co | 10,622 | $6.98M | 3.75% | +10,107+1,962.5% | Added |
| SYSTM Wealth Solutions LLC | 10,629 | $6.99M | 1.56% | −4,982−31.9% | Reduced |
| Trust Co of Virginia | 10,637 | $6.99M | 0.67% | −151−1.4% | Reduced |
| Two Point Capital Management, Inc. | 10,642 | $6.99M | 2.81% | +35+0.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,644 | $7.00M | 1.09% | −1,129−9.6% | Reduced |
| Public Sector Pension Investment Board | 10,717 | $7.04M | 0.04% | +4,483+71.9% | Added |
| Motley Fool Asset Management LLC | 10,861 | $7.07M | 0.47% | +2,589+31.3% | Added |
| Strategic Wealth Partners, Ltd. | 10,760 | $7.07M | 0.74% | +420+4.1% | Added |
| Oribel Capital Management, LP | 10,800 | $7.10M | 0.96% | +10,800 | New |
| HM Payson & Co | 10,850 | $7.13M | 0.13% | 00.0% | Unchanged |