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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 10,859 | $7.14M | 0.53% | −170−1.5% | Reduced |
| Raymond James Trust N.A. | 10,915 | $7.17M | 0.17% | +189+1.8% | Added |
| Lindbrook Capital, LLC | 10,927 | $7.18M | 0.67% | −1,362−11.1% | Reduced |
| BDF-Gestion | 10,949 | $7.20M | 0.69% | +10,949 | New |
| Oppenheimer & Co Inc | 11,012 | $7.24M | 0.11% | −608−5.2% | Reduced |
| Carderock Capital Management Inc | 11,030 | $7.25M | 1.90% | −41−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 11,090 | $7.29M | 0.25% | −82−0.7% | Reduced |
| Maytus Capital Management, LLC | 11,120 | $7.31M | 2.61% | +11,120 | New |
| Park Avenue Securities LLC | 11,257 | $7.40M | 0.09% | +1,328+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 11,267 | $7.40M | 0.08% | +647+6.1% | Added |
| Campbell Capital Management Inc | 11,296 | $7.42M | 3.19% | +1,391+14.0% | Added |
| Omers Administration Corp | 11,298 | $7.43M | 0.07% | +11,298 | New |
| Vinva Investment Management Ltd | 11,413 | $7.43M | 0.38% | +3,336+41.3% | Added |
| Marietta Wealth Management, LLC | 11,332 | $7.45M | 1.16% | −152−1.3% | Reduced |
| SpiderRock Advisors, LLC | 11,346 | $7.46M | 0.20% | +4,701+70.7% | Added |
| Stonebridge Capital Management Inc | 11,410 | $7.50M | 3.20% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 11,545 | $7.54M | 0.11% | −333−2.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,592 | $7.62M | 3.73% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 11,719 | $7.70M | 0.38% | +11,719 | New |
| Donaldson Capital Management, LLC | 11,821 | $7.77M | 0.33% | +459+4.0% | Added |
| American National Bank | 11,836 | $7.78M | 0.97% | +1,394+13.3% | Added |
| Stephens Inc | 11,963 | $7.86M | 0.12% | −2,641−18.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 12,040 | $7.91M | 1.55% | +3,564+42.0% | Added |
| Axxcess Wealth Management, LLC | 12,062 | $7.93M | 0.22% | +5,554+85.3% | Added |
| Advisory Services Network, LLC | 12,208 | $8.02M | 0.17% | +429+3.6% | Added |
| Kinneret Advisory, LLC | 12,231 | $8.04M | 0.77% | +1,762+16.8% | Added |
| Jacobs & Co | 12,243 | $8.05M | 0.84% | +543+4.6% | Added |
| Norinchukin Bank, The | 12,362 | $8.12M | 0.23% | +161+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,384 | $8.14M | 0.03% | −178−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 12,408 | $8.15M | 0.10% | +837+7.2% | Added |
| Eagle Capital Management, LLC | 12,459 | $8.19M | 3.61% | −204−1.6% | Reduced |
| Jennison Associates LLC | 12,591 | $8.27M | 0.01% | +5,690+82.5% | Added |
| Buck Wealth Strategies, LLC | 12,626 | $8.30M | 2.45% | +7,541+148.3% | Added |
| Fulcrum Capital LLC | 12,734 | $8.37M | 1.91% | +186+1.5% | Added |
| Kingfisher Capital LLC | 12,784 | $8.40M | 1.96% | −96−0.7% | Reduced |
| Citizens Financial Group Inc | 12,815 | $8.42M | 0.19% | −4,498−26.0% | Reduced |
| Anderson Hoagland & Co | 13,051 | $8.49M | 0.89% | −3,300−20.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,969 | $8.52M | 0.89% | +396+3.1% | Added |
| D. E. Shaw & Co., Inc. | 13,041 | $8.57M | 0.01% | −25,608−66.3% | Reduced |
| TD Waterhouse Canada Inc. | 13,201 | $8.59M | 0.08% | −100−0.8% | Reduced |
| TownSquare Capital, LLC | 13,405 | $8.81M | 0.12% | +1,668+14.2% | Added |
| MAI Capital Management | 13,533 | $8.89M | 0.09% | −165−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 13,699 | $9.00M | 1.87% | +33+0.2% | Added |
| Carmignac Gestion | 13,750 | $9.03M | 0.15% | +2,435+21.5% | Added |
| BTC Capital Management, Inc. | 13,802 | $9.07M | 0.84% | −105−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,847 | $9.10M | 0.19% | +4,276+44.7% | Added |
| American Money Management, LLC | 13,971 | $9.18M | 1.96% | −433−3.0% | Reduced |
| Chartwell Investment Partners, LLC | 14,004 | $9.20M | 0.32% | +28+0.2% | Added |
| Elk River Wealth Management, LLC | 14,032 | $9.22M | 1.80% | +120+0.9% | Added |
| New Mexico Educational Retirement Board | 14,078 | $9.25M | 0.32% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 14,100 | $9.27M | 0.38% | −800−5.4% | Reduced |
| Parkwood LLC | 14,146 | $9.30M | 1.17% | −83−0.6% | Reduced |
| CIBC World Markets Inc. | 14,148 | $9.30M | 0.02% | +5,009+54.8% | Added |
| L & S Advisors Inc | 14,186 | $9.32M | 1.06% | +185+1.3% | Added |
| Flputnam Investment Management Co | 14,255 | $9.37M | 0.18% | +3,615+34.0% | Added |
| Unio Capital LLC | 14,319 | $9.41M | 3.95% | +714+5.2% | Added |
| Thrivent Financial for Lutherans | 14,345 | $9.43M | 0.02% | +186+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,414 | $9.47M | 0.16% | −2,527−14.9% | Reduced |
| Thematics Asset Management | 14,511 | $9.54M | 0.39% | −1,548−9.6% | Reduced |
| Oak Ridge Investments LLC | 14,530 | $9.55M | 0.91% | +602+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 14,707 | $9.67M | 0.27% | +218+1.5% | Added |
| Allianz SE | 14,867 | $9.77M | 0.29% | −1,972−11.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,891 | $9.79M | 0.20% | −366−2.4% | Reduced |
| Westpac Banking Corp | 14,916 | $9.80M | 0.78% | −14,911−50.0% | Reduced |
| Moore Capital Management, LP | 14,931 | $9.81M | 0.22% | +8,710+140.0% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $9.86M | 2.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,075 | $9.91M | 0.34% | +719+5.0% | Added |
| Scissortail Wealth Management, LLC | 20,443 | $9.94M | 2.53% | +19,751+2,854.2% | Added |
| LMCG Investments, LLC | 15,151 | $9.96M | 0.58% | +471+3.2% | Added |
| Boston Private Wealth LLC | 15,192 | $9.98M | 0.25% | −458−2.9% | Reduced |
| Amica Mutual Insurance Co | 15,222 | $10.0M | 0.99% | −2,294−13.1% | Reduced |
| Glenmede Trust Co NA | 15,286 | $10.0M | 0.05% | −3,703−19.5% | Reduced |
| Makena Capital Management LLC | 15,396 | $10.1M | 2.34% | −8,656−36.0% | Reduced |
| GAM Holding AG | 15,440 | $10.1M | 0.78% | +2,074+15.5% | Added |
| Barlow Wealth Partners, Inc. | 16,488 | $10.2M | 1.42% | −4,532−21.6% | Reduced |
| Dnca Finance | 15,800 | $10.4M | 0.89% | +15,800 | New |
| Sheets Smith Wealth Management | 15,997 | $10.5M | 1.26% | −5,222−24.6% | Reduced |
| Securian Asset Management, Inc | 16,089 | $10.6M | 0.31% | −400−2.4% | Reduced |
| Central Bank & Trust Co | 16,095 | $10.6M | 1.47% | −650−3.9% | Reduced |
| Tocqueville Asset Management L.P. | 16,105 | $10.6M | 0.17% | +428+2.7% | Added |
| Pinnacle Financial Partners Inc | 16,232 | $10.7M | 0.23% | +807+5.2% | Added |
| Rakuten Investment Management, Inc. | 16,511 | $10.8M | 0.07% | +6,299+61.7% | Added |
| Addenda Capital Inc. | 16,413 | $10.8M | 0.42% | +1,245+8.2% | Added |
| Apriem Advisors | 16,459 | $10.8M | 1.32% | +16,459 | New |
| Headinvest, LLC | 16,490 | $10.8M | 2.13% | −217−1.3% | Reduced |
| Alberta Investment Management Corp | 16,612 | $10.9M | 0.12% | +9,912+147.9% | Added |
| Ithaka Group LLC | 16,618 | $10.9M | 2.02% | −150−0.9% | Reduced |
| CWM, LLC | 16,683 | $11.0M | 0.05% | +276+1.7% | Added |
| Two Sigma Investments, LP | 16,773 | $11.0M | 0.03% | +13,773+459.1% | Added |
| Azimuth Capital Investment Management LLC | 16,869 | $11.1M | 0.45% | +44+0.3% | Added |
| GHP Investment Advisors, Inc. | 16,928 | $11.1M | 0.56% | −224−1.3% | Reduced |
| Motco | 17,025 | $11.2M | 0.66% | +241+1.4% | Added |
| Hudson Bay Capital Management LP | 17,053 | $11.2M | 0.08% | +17,053 | New |
| XXEC, Inc. | 17,143 | $11.3M | 8.70% | −587−3.3% | Reduced |
| Pitcairn Co | 17,156 | $11.3M | 0.69% | +2,530+17.3% | Added |
| 2Xideas AG | 17,241 | $11.3M | 1.41% | +265+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 17,343 | $11.4M | 0.01% | +1,230+7.6% | Added |
| Impax Asset Management Group plc | 17,489 | $11.5M | 0.05% | −470−2.6% | Reduced |
| Evexia Wealth LLC | 17,951 | $11.6M | 4.34% | +147+0.8% | Added |
| Davenport & Co LLC | 17,631 | $11.6M | 0.07% | −174,572−90.8% | Reduced |