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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 361 | $237.5K | 0.05% | −213−37.1% | Reduced |
| Pinnacle Bancorp, Inc. | 362 | $237.9K | 0.07% | 00.0% | Unchanged |
| Wrapmanager Inc | 362 | $237.9K | 0.07% | +31+9.4% | Added |
| Aviso Wealth Management | 362 | $237.9K | 0.14% | +17+4.9% | Added |
| Claro Advisors LLC | 362 | $238.0K | 0.04% | +43+13.5% | Added |
| Heritage Investment Group, Inc. | 363 | $238.0K | 0.05% | +1+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 363 | $238.6K | 0.09% | −477−56.8% | Reduced |
| Marino, Stram & Associates LLC | 363 | $238.8K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 366 | $240.5K | 0.08% | +31+9.3% | Added |
| Castle Rock Wealth Management, LLC | 370 | $240.8K | 0.06% | +1+0.3% | Added |
| Tandem Investment Advisors, Inc. | 366 | $241.0K | 0.01% | −7−1.9% | Reduced |
| Johnson Financial Group, Inc. | 368 | $241.9K | 0.01% | +229+164.7% | Added |
| GYL Financial Synergies, LLC | 368 | $242.1K | 0.02% | −20−5.2% | Reduced |
| Guardian Wealth Advisors, LLC | 371 | $243.8K | 0.03% | −1−0.3% | Reduced |
| Rational Advisors LLC | 371 | $243.8K | 0.02% | +371 | New |
| Linscomb & Williams, Inc. | 371 | $243.8K | 0.01% | +371 | New |
| Wade Financial Advisory, Inc | 372 | $244.5K | 0.09% | −25−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 372 | $244.6K | 0.01% | −349−48.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 373 | $245.1K | 0.01% | −114−23.4% | Reduced |
| Family Management Corp | 374 | $245.8K | 0.04% | +43+13.0% | Added |
| Cottonwood Capital Advisors, LLC | 378 | $245.9K | 0.19% | −17−4.3% | Reduced |
| WMS Partners, LLC | 375 | $246.4K | 0.02% | −56−13.0% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $246.5K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 375 | $246.6K | 0.03% | −68−15.3% | Reduced |
| Soltis Investment Advisors LLC | 376 | $247.0K | 0.03% | +376 | New |
| DSC Advisors, L.P. | 376 | $247.1K | 0.82% | −33−8.1% | Reduced |
| Kowal Investment Group, LLC | 377 | $247.6K | 0.05% | +377 | New |
| Advus Financial Partners, LLC | 377 | $247.8K | 0.08% | −12−3.1% | Reduced |
| Seeds Investor LLC | 377 | $248.0K | 0.13% | +377 | New |
| Seldon Capital LP | 378 | $248.4K | 0.14% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $248.4K | 0.06% | +188+98.9% | Added |
| West Bancorporation Inc | 379 | $249.1K | 0.18% | −7−1.8% | Reduced |
| Compass Ion Advisors, LLC | 384 | $249.6K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 381 | $250.7K | 0.01% | −14−3.5% | Reduced |
| BIP Wealth, LLC | 385 | $253.0K | 0.02% | −25−6.1% | Reduced |
| Stage Harbor Financial, LLC | 385 | $253.0K | 0.24% | +74+23.8% | Added |
| Angeles Wealth Management, LLC | 386 | $253.7K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 389 | $255.7K | 0.09% | +2+0.5% | Added |
| Quantum Financial Advisors, LLC | 392 | $257.3K | 0.05% | 00.0% | Unchanged |
| True North Advisors, LLC | 392 | $257.6K | 0.07% | −38−8.8% | Reduced |
| Crown Wealth Group, LLC | 392 | $257.6K | 0.13% | +20+5.4% | Added |
| LifePlan Investment Advisors, Inc. | 393 | $258.3K | 0.19% | +393 | New |
| IFG Advisory, LLC | 394 | $258.9K | 0.02% | +394 | New |
| LVW Advisors, LLC | 394 | $258.9K | 0.04% | +67+20.5% | Added |
| United Bank | 397 | $260.9K | 0.03% | +397 | New |
| Solidarilty Wealth, LLC | 398 | $261.6K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 399 | $262.2K | 0.14% | −12−2.9% | Reduced |
| Carret Asset Management, LLC | 400 | $262.9K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $262.9K | 0.19% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 400 | $262.9K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $262.9K | 0.07% | +400 | New |
| Luminvest Wealth Management LLC | 400 | $262.9K | 0.12% | +400 | New |
| Hall Laurie J Trustee | 400 | $263.0K | 0.09% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 402 | $264.3K | 0.02% | +77+23.7% | Added |
| Pine Harbor Wealth Management, LLC | 402 | $264.5K | 0.16% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 403 | $264.9K | 0.02% | −671−62.5% | Reduced |
| Diversified Portfolios, Inc. | 404 | $265.8K | 0.04% | −10−2.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 405 | $266.2K | 0.10% | +40+11.0% | Added |
| New Republic Capital, LLC | 406 | $266.9K | 0.13% | +9+2.3% | Added |
| Opal Wealth Advisors, LLC | 407 | $267.5K | 0.09% | +35+9.4% | Added |
| Colonial Trust Co | 409 | $269.1K | 0.05% | −95−18.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $269.5K | 0.09% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 412 | $271.0K | 0.03% | −6−1.4% | Reduced |
| Claret Asset Management Corp | 412 | $271.0K | 0.05% | +27+7.0% | Added |
| Jeppson Wealth Management, LLC | 413 | $271.4K | 0.10% | 00.0% | Unchanged |
| Values Added Financial LLC | 415 | $272.7K | 0.20% | +3+0.7% | Added |
| Associated Banc-Corp | 416 | $273.4K | 0.01% | +55+15.2% | Added |
| Benin Management CORP | 417 | $274.1K | 0.08% | +10+2.5% | Added |
| Pacitti Group Inc. | 418 | $274.5K | 0.14% | +91+27.8% | Added |
| Source Financial Advisors LLC | 418 | $274.9K | 0.08% | +42+11.2% | Added |
| Amplius Wealth Advisors, LLC | 419 | $275.4K | 0.03% | −27−6.1% | Reduced |
| Baker Boyer National Bank | 420 | $276.0K | 0.10% | −250−37.3% | Reduced |
| Peloton Wealth Strategists | 421 | $277.0K | 0.11% | +14+3.4% | Added |
| Etesian Wealth Advisors, Inc. | 422 | $277.3K | 0.16% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 422 | $277.5K | 0.08% | −8−1.9% | Reduced |
| Acropolis Investment Management, LLC | 423 | $278.0K | 0.02% | −12−2.8% | Reduced |
| Proequities, Inc. | 424 | $278.7K | 0.02% | +77+22.2% | Added |
| Guyasuta Investment Advisors Inc | 446 | $278.8K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 425 | $279.3K | 0.07% | −10−2.3% | Reduced |
| Verus Capital Partners, LLC | 425 | $279.3K | 0.03% | −97−18.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 426 | $280.0K | 0.14% | +25+6.2% | Added |
| BlueChip Wealth Advisors LLC | 426 | $280.0K | 0.16% | +426 | New |
| Concentrum Wealth Management | 426 | $280.0K | 0.12% | −6−1.4% | Reduced |
| Malaga Cove Capital, LLC | 427 | $280.6K | 0.11% | −5−1.2% | Reduced |
| West Coast Financial LLC | 427 | $280.8K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 434 | $282.4K | 0.03% | 00.0% | Unchanged |
| Security Financial Services, INC. | 430 | $282.6K | 0.06% | +3+0.7% | Added |
| Live Oak Private Wealth LLC | 435 | $285.9K | 0.05% | −19−4.2% | Reduced |
| Marietta Investment Partners LLC | 436 | $286.5K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 436 | $286.5K | 0.03% | +38+9.5% | Added |
| 180 Wealth Advisors, LLC | 456 | $287.0K | 0.05% | −4−0.9% | Reduced |
| CV Advisors LLC | 439 | $288.5K | 0.16% | 00.0% | Unchanged |
| Balboa Wealth Partners | 440 | $289.4K | 0.08% | +112+34.1% | Added |
| Wintrust Investments LLC | 443 | $291.0K | 0.02% | +7+1.6% | Added |
| Sunflower Bank, N.A. | 446 | $293.1K | 0.07% | +96+27.4% | Added |
| Aprio Wealth Management, LLC | 446 | $293.2K | 0.05% | +6+1.4% | Added |
| Capital Advisors Inc | 447 | $293.8K | 0.01% | −3−0.7% | Reduced |
| Oxbow Advisors, LLC | 447 | $293.8K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 448 | $294.4K | 0.03% | +16+3.7% | Added |
| West Family Investments, Inc. | 449 | $295.1K | 0.09% | −10−2.2% | Reduced |