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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 38 | $25.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 38 | $25.0K | 0.05% | +38 | New |
| Tortoise Investment Management, LLC | 40 | $26.3K | 0.00% | +12+42.9% | Added |
| Fairway Wealth LLC | 40 | $26.3K | 0.02% | +40 | New |
| Cultivar Capital, Inc. | 40 | $26.3K | 0.02% | +40 | New |
| West Branch Capital LLC | 40 | $26.3K | 0.01% | −3−7.0% | Reduced |
| Colonial Trust Advisors | 42 | $27.6K | 0.00% | −2−4.5% | Reduced |
| Hanson & Doremus Investment Management | 43 | $28.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 44 | $28.9K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 45 | $29.6K | 0.01% | +24+114.3% | Added |
| Provenance Wealth Advisors, LLC | 46 | $30.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 46 | $30.2K | 0.00% | +6+15.0% | Added |
| City State Bank | 50 | $32.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $32.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $32.9K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $32.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $32.9K | 0.01% | +25+100.0% | Added |
| MCF Advisors LLC | 51 | $33.5K | 0.00% | +3+6.3% | Added |
| Hobbs Group Advisors, LLC | 53 | $34.8K | 0.01% | +53 | New |
| Bangor Savings Bank | 54 | $35.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $36.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 59 | $38.8K | 0.01% | +35+145.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 60 | $39.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $39.4K | 0.01% | +44+275.0% | Added |
| J.Safra Asset Management Corp | 60 | $39.4K | 0.00% | +60 | New |
| Salomon & Ludwin, LLC | 64 | $42.1K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 65 | $42.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $42.7K | 0.02% | +65 | New |
| Camelot Portfolios, LLC | 65 | $42.7K | 0.02% | +65 | New |
| Pacifica Partners Inc. | 65 | $42.9K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $43.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 68 | $43.2K | 0.02% | +6+9.7% | Added |
| Atwood & Palmer Inc | 67 | $44.0K | 0.00% | −2−2.9% | Reduced |
| Horizon Bancorp Inc | 68 | $45.0K | 0.02% | −25−26.9% | Reduced |
| Cornerstone Planning Group LLC | 78 | $47.0K | 0.01% | −5−6.0% | Reduced |
| West Paces Advisors Inc. | 72 | $47.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 72 | $47.3K | 0.01% | +18+33.3% | Added |
| Kings Path Partners LLC | 72 | $47.3K | 0.02% | +72 | New |
| First United Bank Trust | 74 | $48.6K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 75 | $49.3K | 0.04% | −15−16.7% | Reduced |
| Kimelman & Baird, LLC | 75 | $49.3K | 0.00% | +75 | New |
| Key Financial Inc | 80 | $52.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 82 | $54.2K | 0.01% | −41−33.3% | Reduced |
| Ransom Advisory, Ltd | 84 | $55.2K | 0.03% | +84 | New |
| Abound Wealth Management | 85 | $56.1K | 0.02% | −3−3.4% | Reduced |
| Paladin Advisory Group, LLC | 87 | $56.6K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 89 | $58.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $59.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 92 | $60.5K | 0.01% | +92 | New |
| Financial Management Professionals, Inc. | 94 | $62.0K | 0.01% | +2+2.2% | Added |
| Operose Advisors LLC | 95 | $62.4K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 98 | $64.7K | 0.01% | +21+27.3% | Added |
| DecisionPoint Financial, LLC | 100 | $64.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $65.7K | 0.02% | −2−2.0% | Reduced |
| SWS Partners | 101 | $66.7K | 0.02% | +101 | New |
| Webster Bank, N. A. | 104 | $68.3K | 0.01% | +23+28.4% | Added |
| Deseret Mutual Benefit Administrators | 106 | $69.7K | 0.03% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 107 | $70.3K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 107 | $70.3K | 0.01% | −1−0.9% | Reduced |
| Hilltop National Bank | 110 | $72.3K | 0.02% | +2+1.9% | Added |
| GW&K Investment Management, LLC | 113 | $74.0K | 0.00% | +6+5.6% | Added |
| Eagle Bay Advisors LLC | 115 | $75.5K | 0.05% | −4−3.4% | Reduced |
| Center for Financial Planning, Inc. | 115 | $75.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 118 | $77.8K | 0.06% | +6+5.4% | Added |
| Redmont Wealth Advisors LLC | 124 | $81.5K | 0.13% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 125 | $82.2K | 0.04% | +123+6,150.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 125 | $82.2K | 0.12% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 129 | $84.8K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 133 | $87.0K | 0.00% | +2+1.5% | Added |
| Continuum Advisory, LLC | 133 | $87.4K | 0.01% | +39+41.5% | Added |
| McMahon Financial Advisors, LLC | 133 | $87.4K | 0.02% | +133 | New |
| Private Wealth Management Group, LLC | 134 | $88.1K | 0.04% | +3+2.3% | Added |
| Highline Wealth Partners LLC | 140 | $92.3K | 0.03% | +1+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $99.0K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 157 | $103.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 162 | $105.5K | 0.01% | +155+2,214.3% | Added |
| NBC Securities, Inc. | 163 | $107.0K | 0.01% | +1+0.6% | Added |
| Capstone Investment Advisors, LLC | 163 | $107.1K | 0.00% | −2,610−94.1% | Reduced |
| Atlas Capital Advisors LLC | 168 | $110.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 168 | $110.5K | 0.00% | +16+10.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 171 | $112.4K | 0.00% | −164−49.0% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $118.3K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 181 | $119.0K | 0.04% | +30+19.9% | Added |
| General Partner, Inc. | 187 | $122.9K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $124.9K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $126.8K | 0.06% | −461−70.5% | Reduced |
| Birch Capital Management, LLC | 197 | $129.5K | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 200 | $131.4K | 0.10% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $134.7K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 207 | $136.0K | 0.01% | +10+5.1% | Added |
| Larson Financial Group LLC | 217 | $142.7K | 0.01% | +96+79.3% | Added |
| Mizuho Securities Co. Ltd. | 220 | $144.6K | 0.34% | +100+83.3% | Added |
| Main Street Group, LTD | 226 | $146.6K | 0.06% | +1+0.4% | Added |
| Rise Advisors, LLC | 227 | $149.1K | 0.08% | −7−3.0% | Reduced |
| C M Bidwell & Associates Ltd | 227 | $149.2K | 0.10% | 00.0% | Unchanged |
| Delta Asset Management LLC | 230 | $151.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 231 | $152.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 232 | $152.5K | 0.09% | −582−71.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 233 | $153.4K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 245 | $161.0K | 0.01% | +65+36.1% | Added |