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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 246 | $161.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 247 | $162.3K | 0.08% | +154+165.6% | Added |
| Western Pacific Wealth Management, LP | 252 | $165.6K | 0.13% | −13−4.9% | Reduced |
| Hexagon Capital Partners LLC | 257 | $168.9K | 0.04% | +22+9.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 262 | $172.2K | 0.03% | −28−9.7% | Reduced |
| Valley National Advisers Inc | 263 | $173.0K | 0.03% | −11−4.0% | Reduced |
| Catalyst Capital Advisors LLC | 268 | $176.1K | 0.00% | −4,620−94.5% | Reduced |
| Cetera Trust Company, N.A | 293 | $192.6K | 0.12% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 293 | $192.7K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 296 | $194.5K | 0.06% | −29−8.9% | Reduced |
| AdvisorNet Financial, Inc | 298 | $195.9K | 0.02% | −29−8.9% | Reduced |
| Paradigm Asset Management Co LLC | 300 | $197.2K | 0.06% | +300 | New |
| Apexium Financial, LP | 305 | $200.4K | 0.01% | −49−13.8% | Reduced |
| Orrstown Financial Services Inc | 305 | $200.4K | 0.11% | +305 | New |
| Pine Haven Investment Counsel, Inc | 305 | $200.4K | 0.17% | +305 | New |
| Patrick M Sweeney & Associates, Inc | 305 | $200.4K | 0.16% | +305 | New |
| Canopy Partners, LLC | 306 | $201.1K | 0.09% | −107−25.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 306 | $201.1K | 0.01% | +306 | New |
| One Capital Management, LLC | 307 | $201.8K | 0.01% | +307 | New |
| Compton Wealth Advisory Group, LLC | 307 | $201.8K | 0.05% | +307 | New |
| Vaughan David Investments LLC | 308 | $202.0K | 0.01% | +308 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 310 | $203.7K | 0.05% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 311 | $204.4K | 0.02% | +1+0.3% | Added |
| Oxford Asset Management LLP | 312 | $205.1K | 0.20% | +312 | New |
| Main Street Financial Solutions, LLC | 312 | $205.1K | 0.02% | +312 | New |
| Retirement Solution Inc. | 312 | $205.1K | 0.06% | −3−1.0% | Reduced |
| Riverview Trust Co | 313 | $205.7K | 0.19% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 313 | $205.7K | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 314 | $206.3K | 0.02% | −35−10.0% | Reduced |
| Westmount Partners, LLC | 318 | $206.9K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 317 | $208.0K | 0.00% | −445−58.4% | Reduced |
| Paradigm Financial Partners, LLC | 317 | $208.2K | 0.03% | +317 | New |
| Chesapeake Wealth Management | 318 | $209.0K | 0.08% | 00.0% | Unchanged |
| AJOVista, LLC | 318 | $209.0K | 0.60% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 318 | $209.0K | 0.04% | +318 | New |
| Diversified, LLC | 318 | $209.0K | 0.02% | +318 | New |
| Hemington Wealth Management | 319 | $209.0K | 0.07% | +5+1.6% | Added |
| Florida Financial Advisors, LLC | 319 | $209.3K | 0.13% | +319 | New |
| Renasant Bank | 319 | $209.7K | 0.14% | −50−13.6% | Reduced |
| Gould Asset Management LLC | 319 | $209.7K | 0.05% | +319 | New |
| Willis Johnson & Associates, Inc. | 319 | $209.7K | 0.02% | +319 | New |
| Blue Chip Partners, Inc. | 320 | $210.0K | 0.02% | −3−0.9% | Reduced |
| Ausdal Financial Partners, Inc. | 321 | $211.0K | 0.02% | +1+0.3% | Added |
| Werba Rubin Papier Wealth Management | 322 | $211.6K | 0.06% | −24−6.9% | Reduced |
| MGO Private Wealth, LLC | 322 | $211.6K | 0.13% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 318 | $211.8K | 0.04% | +318 | New |
| Cornerstone Wealth Management, LLC | 323 | $212.1K | 0.02% | −27−7.7% | Reduced |
| Navellier & Associates Inc | 323 | $212.3K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 323 | $212.3K | 0.14% | +323 | New |
| Girard Partners Ltd. | 323 | $212.6K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 327 | $214.9K | 0.01% | −737−69.3% | Reduced |
| Barings LLC | 327 | $214.9K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 327 | $215.2K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 328 | $215.6K | 0.03% | −8−2.4% | Reduced |
| TCG Advisory Services, LLC | 330 | $216.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 331 | $217.7K | 0.01% | −8−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 332 | $218.2K | 0.04% | +332 | New |
| Azzad Asset Management Inc | 332 | $218.4K | 0.03% | −20−5.7% | Reduced |
| Gladius Capital Management LP | 334 | $219.5K | 0.22% | −130−28.0% | Reduced |
| United Community Bank | 335 | $220.2K | 0.09% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 348 | $221.3K | 0.07% | +1+0.3% | Added |
| Harbour Investments, Inc. | 337 | $221.8K | 0.01% | −17−4.8% | Reduced |
| Baker Avenue Asset Management, LP | 338 | $222.1K | 0.01% | −114−25.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 356 | $222.4K | 0.05% | −12−3.3% | Reduced |
| Emerald Advisors, LLC | 338 | $222.5K | 0.03% | +20+6.3% | Added |
| Raleigh Capital Management Inc. | 339 | $222.7K | 0.09% | +46+15.7% | Added |
| Galvin, Gaustad & Stein, LLC | 339 | $222.7K | 0.02% | +7+2.1% | Added |
| Wealth Group, Ltd. | 341 | $224.0K | 0.16% | +5+1.5% | Added |
| Stonebrook Private Inc. | 341 | $224.1K | 0.06% | −57−14.3% | Reduced |
| Grimes & Company, Inc. | 341 | $224.3K | 0.01% | +341 | New |
| Fundamentun, LLC | 341 | $224.4K | 0.02% | +32+10.4% | Added |
| MEMBERS Trust Co | 342 | $224.8K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 343 | $225.4K | 0.04% | +9+2.7% | Added |
| Echo45 Advisors LLC | 344 | $226.1K | 0.16% | −67−16.3% | Reduced |
| Revolve Wealth Partners, LLC | 344 | $226.1K | 0.04% | −39−10.2% | Reduced |
| Lafayette Investments, Inc. | 344 | $226.1K | 0.05% | +12+3.6% | Added |
| Ifrah Financial Services, Inc. | 345 | $226.6K | 0.06% | −166−32.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 345 | $226.7K | 0.04% | −3−0.9% | Reduced |
| Atlas Brown,Inc. | 345 | $226.8K | 0.08% | +345 | New |
| Clarkston Capital Partners, LLC | 346 | $227.4K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 347 | $228.1K | 0.03% | −68−16.4% | Reduced |
| Vantage Consulting Group Inc | 348 | $228.7K | 0.17% | +23+7.1% | Added |
| Plante Moran Financial Advisors, LLC | 350 | $230.0K | 0.02% | +6+1.7% | Added |
| Coastline Trust Co | 351 | $230.7K | 0.03% | −20−5.4% | Reduced |
| GoalFusion Wealth Management, LLC | 351 | $230.7K | 0.14% | 00.0% | Unchanged |
| Power Wealth Management LLC | 352 | $231.3K | 0.11% | −349−49.8% | Reduced |
| Braun-Bostich & Associates Inc. | 352 | $231.3K | 0.17% | −303−46.3% | Reduced |
| Ssi Investment Management LLC | 352 | $231.3K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 355 | $233.3K | 0.18% | −44−11.0% | Reduced |
| Twelve Points Wealth Management LLC | 355 | $233.3K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 355 | $233.3K | 0.03% | +11+3.2% | Added |
| Rothschild Investment LLC | 355 | $233.3K | 0.02% | +36+11.3% | Added |
| Cidel Asset Management Inc | 356 | $234.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 356 | $234.0K | 0.05% | +11+3.2% | Added |
| Reuter James Wealth Management, LLC | 356 | $234.0K | 0.17% | +356 | New |
| Pacific Global Investment Management CO | 358 | $235.0K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 358 | $235.3K | 0.16% | 00.0% | Unchanged |
| Covestor Ltd | 359 | $236.0K | 0.15% | −61−14.5% | Reduced |
| Nwam LLC | 359 | $236.1K | 0.07% | +16+4.7% | Added |
| Bank of Stockton | 360 | $236.6K | 0.08% | +25+7.5% | Added |