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 |
|---|---|---|---|---|---|
| Huntington National Bank | 17,648 | $11.6M | 0.09% | −685−3.7% | Reduced |
| Financial Counselors Inc | 17,651 | $11.6M | 0.19% | −112−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,654 | $11.6M | 0.35% | −6,002−25.4% | Reduced |
| Sienna Gestion | 17,685 | $11.6M | 1.03% | −5,024−22.1% | Reduced |
| Arcadia Investment Management Corp | 17,767 | $11.7M | 1.99% | −1,967−10.0% | Reduced |
| Peapack Gladstone Financial Corp | 17,861 | $11.7M | 0.18% | −42−0.2% | Reduced |
| Jump Financial, LLC | 17,885 | $11.8M | 0.24% | +7,936+79.8% | Added |
| Hartford Investment Management Co | 17,948 | $11.8M | 0.40% | −150−0.8% | Reduced |
| Bokf, NA | 17,959 | $11.8M | 0.21% | −2,580−12.6% | Reduced |
| Walleye Capital LLC | 17,991 | $11.8M | 0.12% | +4,171+30.2% | Added |
| Bailard, Inc. | 18,021 | $11.8M | 0.33% | +619+3.6% | Added |
| Cullen/Frost Bankers, Inc. | 18,182 | $11.9M | 0.17% | +1,533+9.2% | Added |
| McKinley Carter Wealth Services, Inc. | 18,219 | $12.0M | 0.76% | +158+0.9% | Added |
| Tiaa Trust, National Association | 18,346 | $12.1M | 0.04% | −13,767−42.9% | Reduced |
| First Long Island Investors, LLC | 18,700 | $12.3M | 1.04% | −1,700−8.3% | Reduced |
| Sanctuary Advisors, LLC | 19,377 | $12.3M | 0.09% | +19,377 | New |
| Bessemer Group Inc | 18,769 | $12.3M | 0.02% | −907−4.6% | Reduced |
| Banque Cantonale Vaudoise | 19,048 | $12.5M | 0.50% | +1,371+7.8% | Added |
| Hantz Financial Services, Inc. | 19,169 | $12.6M | 0.24% | +359+1.9% | Added |
| Patten & Patten Inc | 19,384 | $12.7M | 0.89% | −256−1.3% | Reduced |
| Advisors Asset Management, Inc. | 19,386 | $12.7M | 0.25% | +1,000+5.4% | Added |
| Sara-Bay Financial | 19,421 | $12.8M | 5.18% | +647+3.4% | Added |
| Alley Investment Management Company, LLC | 19,422 | $12.8M | 1.74% | −4,726−19.6% | Reduced |
| Ieq Capital, LLC | 19,565 | $12.9M | 0.17% | +596+3.1% | Added |
| Compagnie Lombard Odier SCmA | 19,641 | $12.9M | 0.22% | −3,688−15.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,770 | $13.0M | 0.26% | −1,022−4.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 19,812 | $13.0M | 0.29% | −71−0.4% | Reduced |
| Montag A & Associates Inc | 19,875 | $13.1M | 0.66% | +245+1.2% | Added |
| MBB Public Markets I LLC | 19,906 | $13.1M | 0.27% | +18,947+1,975.7% | Added |
| Cohen Klingenstein LLC | 20,600 | $13.5M | 0.49% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 20,660 | $13.6M | 0.35% | +14,082+214.1% | Added |
| Fred Alger Management, LLC | 20,736 | $13.6M | 0.07% | −75,671−78.5% | Reduced |
| Liberty Capital Management, Inc. | 20,815 | $13.7M | 3.24% | −35−0.2% | Reduced |
| Quantinno Capital Management LP | 20,962 | $13.8M | 0.25% | +5,623+36.7% | Added |
| Kentucky Retirement Systems | 21,098 | $13.9M | 0.40% | −161−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 21,162 | $13.9M | 1.20% | −365−1.7% | Reduced |
| Northstar Asset Management Inc | 21,238 | $14.0M | 3.56% | −348−1.6% | Reduced |
| Maryland State Retirement & Pension System | 21,350 | $14.0M | 0.26% | 00.0% | Unchanged |
| Trexquant Investment LP | 21,392 | $14.1M | 0.21% | +21,392 | New |
| Mizuho Securities USA LLC | 21,587 | $14.2M | 0.31% | +21,587 | New |
| First Horizon Advisors, Inc. | 21,650 | $14.2M | 0.43% | −653−2.9% | Reduced |
| GWM Advisors LLC | 21,979 | $14.4M | 0.11% | +3,583+19.5% | Added |
| Avantax Advisory Services, Inc. | 22,240 | $14.6M | 0.10% | +7,257+48.4% | Added |
| JGP Wealth Management, LLC | 22,476 | $14.8M | 2.11% | +417+1.9% | Added |
| Steel Peak Wealth Management LLC | 22,476 | $14.8M | 0.70% | −13,145−36.9% | Reduced |
| LTS One Management LP | 22,500 | $14.8M | 4.92% | +22,500 | New |
| Trajan Wealth LLC | 22,727 | $14.9M | 0.96% | +2,223+10.8% | Added |
| Aptus Capital Advisors, LLC | 22,887 | $15.0M | 0.29% | −1,246−5.2% | Reduced |
| Parallel Advisors, LLC | 22,986 | $15.1M | 0.39% | −116−0.5% | Reduced |
| Balyasny Asset Management LLC | 23,277 | $15.3M | 0.04% | +16,242+230.9% | Added |
| HFR Wealth Management, LLC | 23,304 | $15.3M | 3.90% | +26+0.1% | Added |
| NEOS Investment Management LLC | 23,327 | $15.3M | 0.63% | +7,016+43.0% | Added |
| Gradient Investments LLC | 23,465 | $15.4M | 0.35% | +3,520+17.6% | Added |
| JustInvest LLC | 23,894 | $15.4M | 0.29% | −365−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 23,564 | $15.5M | 1.66% | +2,745+13.2% | Added |
| Rockefeller Capital Management L.P. | 23,730 | $15.6M | 0.04% | −298−1.2% | Reduced |
| Zevenbergen Capital Investments LLC | 24,001 | $15.8M | 0.34% | −70−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 24,043 | $15.8M | 0.31% | +95+0.4% | Added |
| Bryn Mawr Trust Co | 24,148 | $15.9M | 0.61% | −410−1.7% | Reduced |
| Trust Co of Vermont | 24,214 | $15.9M | 0.86% | +758+3.2% | Added |
| Cary Street Partner Investment Advisory LLC | 24,233 | $15.9M | 0.64% | −196−0.8% | Reduced |
| Ethic Inc. | 24,363 | $16.0M | 0.38% | +916+3.9% | Added |
| Bamco Inc | 24,426 | $16.1M | 0.05% | +1,007+4.3% | Added |
| Middleton & Co Inc | 24,662 | $16.2M | 1.88% | −97−0.4% | Reduced |
| AMF Pensionsforsakring AB | 25,247 | $16.6M | 0.12% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,401 | $16.7M | 0.13% | −526−2.0% | Reduced |
| Elo Mutual Pension Insurance Co | 25,707 | $16.9M | 0.40% | +129+0.5% | Added |
| Profund Advisors LLC | 26,106 | $17.2M | 0.64% | +52+0.2% | Added |
| Commerce Bank | 26,182 | $17.2M | 0.11% | +596+2.3% | Added |
| Appleton Partners Inc | 26,614 | $17.5M | 1.35% | +1,587+6.3% | Added |
| Sit Investment Associates Inc | 26,648 | $17.5M | 0.40% | −6,072−18.6% | Reduced |
| Earnest Partners LLC | 26,671 | $17.5M | 0.08% | −172−0.6% | Reduced |
| Global X Japan Co., Ltd. | 26,739 | $17.6M | 2.49% | +6,828+34.3% | Added |
| Illinois Municipal Retirement Fund | 27,153 | $17.8M | 0.27% | −111−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,288 | $17.9M | 0.06% | +580+2.2% | Added |
| Atria Investments LLC | 27,392 | $18.0M | 0.23% | +2,465+9.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,528 | $18.1M | 0.04% | +260+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 27,718 | $18.2M | 0.19% | +1,896+7.3% | Added |
| Millennium Management LLC | 27,820 | $18.3M | 0.02% | −1,464−5.0% | Reduced |
| Overbrook Management Corp | 27,837 | $18.3M | 4.62% | −499−1.8% | Reduced |
| iA Global Asset Management Inc. | 28,081 | $18.5M | 0.35% | +1,104+4.1% | Added |
| Manchester Global Management (UK) Ltd | 28,208 | $18.5M | 3.26% | −15,318−35.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 28,209 | $18.5M | 0.58% | +2,210+8.5% | Added |
| Forte Capital LLC | 28,486 | $18.7M | 2.26% | −902−3.1% | Reduced |
| Congress Wealth Management LLC | 28,964 | $19.0M | 0.30% | +1,328+4.8% | Added |
| Abner Herrman & Brock LLC | 29,130 | $19.1M | 2.43% | −96−0.3% | Reduced |
| Lido Advisors, LLC | 29,207 | $19.2M | 0.16% | +186+0.6% | Added |
| Copeland Capital Management, LLC | 29,735 | $19.5M | 0.37% | +1,002+3.5% | Added |
| Montag & Caldwell, LLC | 29,866 | $19.6M | 3.96% | −1,720−5.4% | Reduced |
| Gulf International Bank (UK) Ltd | 29,936 | $19.7M | 0.50% | −2,061−6.4% | Reduced |
| Cim, LLC | 32,034 | $19.9M | 2.99% | −163−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 30,460 | $20.0M | 0.38% | +7,202+31.0% | Added |
| Sycomore Asset Management | 31,553 | $20.1M | 3.54% | +6,039+23.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 30,629 | $20.1M | 1.74% | +2,953+10.7% | Added |
| Segment Wealth Management, LLC | 30,648 | $20.1M | 1.49% | +431+1.4% | Added |
| Lyell Wealth Management, LP | 30,685 | $20.2M | 1.93% | +1,285+4.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,844 | $20.3M | 0.03% | −372−1.2% | Reduced |
| Raub Brock Capital Management LP | 30,887 | $20.3M | 4.43% | −1,275−4.0% | Reduced |
| Janney Montgomery Scott LLC | 31,163 | $20.5M | 0.06% | +768+2.5% | Added |
| Advisor Group Holdings, Inc. | 31,618 | $20.8M | 0.05% | −270−0.8% | Reduced |