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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 450 | $295.7K | 0.03% | −1,255−73.6% | Reduced |
| LWMG, LLC | 450 | $295.8K | 0.06% | −1−0.2% | Reduced |
| Matrix Asset Advisors Inc | 450 | $296.0K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 450 | $296.0K | 0.02% | +450 | New |
| Sage Rhino Capital LLC | 451 | $296.4K | 0.07% | +4+0.9% | Added |
| Vicus Capital | 453 | $297.7K | 0.03% | +106+30.5% | Added |
| LifeSteps Financial, Inc. | 454 | $298.4K | 0.25% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 454 | $298.4K | 0.05% | −6−1.3% | Reduced |
| Keebeck Wealth Management, LLC | 455 | $299.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 456 | $299.1K | 0.06% | +31+7.3% | Added |
| Geneos Wealth Management Inc. | 457 | $300.3K | 0.01% | −813−64.0% | Reduced |
| Ignite Planners, LLC | 455 | $304.3K | 0.07% | −6−1.3% | Reduced |
| ABLE Financial Group, LLC | 463 | $304.3K | 0.11% | +9+2.0% | Added |
| Financial Network Wealth Advisors LLC | 466 | $306.2K | 0.23% | +90+23.9% | Added |
| Altfest L J & Co Inc | 467 | $307.0K | 0.04% | −6−1.3% | Reduced |
| McLean Asset Management Corp | 486 | $307.4K | 0.10% | +11+2.3% | Added |
| Wynn Capital, LLC | 470 | $308.9K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 475 | $309.1K | 0.09% | −15−3.1% | Reduced |
| Tennessee Valley Asset Management Partners | 471 | $309.3K | 0.06% | +1+0.2% | Added |
| Lee Financial Co | 474 | $311.5K | 0.05% | +474 | New |
| Edgestream Partners, L.P. | 475 | $312.2K | 0.02% | −3,631−88.4% | Reduced |
| Eagle Strategies LLC | 478 | $313.9K | 0.06% | +478 | New |
| Capital Investment Counsel, LLC | 480 | $315.5K | 0.06% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 482 | $316.8K | 0.16% | +52+12.1% | Added |
| Tobam | 483 | $317.0K | 0.05% | −66−12.0% | Reduced |
| United Advisor Group, LLC | 484 | $318.1K | 0.10% | +160+49.4% | Added |
| Sandy Spring Bank | 487 | $320.1K | 0.01% | −40−7.6% | Reduced |
| Avidian Wealth Solutions, LLC | 490 | $322.2K | 0.02% | +490 | New |
| Corundum Group, Inc. | 492 | $323.3K | 0.13% | +15+3.1% | Added |
| Grunden Financial Advisory, Inc. | 494 | $324.7K | 0.17% | 00.0% | Unchanged |
| JB Capital LLC | 494 | $325.2K | 0.02% | +8+1.6% | Added |
| Sandhill Capital Partners LLC | 497 | $326.6K | 0.03% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 497 | $326.6K | 0.13% | +497 | New |
| Gallacher Capital Management LLC | 497 | $326.8K | 0.17% | +120+31.8% | Added |
| Manchester Capital Management LLC | 497 | $326.8K | 0.04% | +18+3.8% | Added |
| Portside Wealth Group, LLC | 498 | $327.3K | 0.06% | +28+6.0% | Added |
| K.J. Harrison & Partners Inc | 500 | $328.6K | 0.05% | −1,000−66.7% | Reduced |
| Reinhart Partners, Inc. | 500 | $328.6K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 504 | $331.2K | 0.10% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 505 | $331.9K | 0.17% | +60+13.5% | Added |
| Wolff Wiese Magana LLC | 505 | $331.9K | 0.26% | +480+1,920.0% | Added |
| Synergy Financial Group, LTD | 506 | $332.5K | 0.35% | +1+0.2% | Added |
| Ledyard National Bank | 506 | $332.5K | 0.03% | +6+1.2% | Added |
| Inscription Capital, LLC | 506 | $332.6K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 506 | $332.8K | 0.08% | −300−37.2% | Reduced |
| Atticus Wealth Management, LLC | 508 | $333.7K | 0.11% | −48−8.6% | Reduced |
| Crescent Sterling, Ltd. | 510 | $335.2K | 0.32% | −73−12.5% | Reduced |
| Precedent Wealth Partners, LLC | 512 | $336.7K | 0.14% | +512 | New |
| CVA Family Office, LLC | 514 | $337.8K | 0.06% | +8+1.6% | Added |
| EverSource Wealth Advisors, LLC | 525 | $340.0K | 0.02% | +68+14.9% | Added |
| Bremer Bank National Association | 518 | $340.4K | 0.07% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 523 | $343.7K | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 523 | $343.7K | 0.18% | +35+7.2% | Added |
| StoneX Group Inc. | 524 | $344.3K | 0.03% | +52+11.0% | Added |
| 3Chopt Investment Partners, LLC | 529 | $347.7K | 0.11% | +529 | New |
| Diametric Capital, LP | 533 | $350.3K | 0.19% | +533 | New |
| Intelligence Driven Advisers, LLC | 533 | $350.4K | 0.05% | +7+1.3% | Added |
| Busey Wealth Management | 535 | $351.6K | 0.01% | −232−30.2% | Reduced |
| Tufton Capital Management | 535 | $351.6K | 0.07% | −5−0.9% | Reduced |
| Jacobsen Capital Management | 538 | $353.6K | 0.16% | −49−8.3% | Reduced |
| D'Orazio & Associates, Inc. | 538 | $353.6K | 0.05% | +2+0.4% | Added |
| Andina Capital Management, LLC | 538 | $353.6K | 0.27% | +14+2.7% | Added |
| Traveka Wealth, LLC | 542 | $356.2K | 0.17% | +9+1.7% | Added |
| Quest Partners LLC | 544 | $357.5K | 0.05% | +465+588.6% | Added |
| Kuhn & Co Investment Counsel | 547 | $359.5K | 0.32% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 548 | $360.2K | 0.14% | 00.0% | Unchanged |
| Studio Investment Management LLC | 548 | $360.2K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 553 | $363.4K | 0.00% | −10,612−95.0% | Reduced |
| Endowment Wealth Management, Inc. | 556 | $365.7K | 0.27% | +1+0.2% | Added |
| Gradient Capital Advisors, LLC | 558 | $366.7K | 0.13% | −9−1.6% | Reduced |
| Western Wealth Management, LLC | 559 | $367.2K | 0.03% | +10+1.8% | Added |
| LGL Partners, LLC | 559 | $367.4K | 0.05% | +559 | New |
| Savvy Advisors, Inc. | 560 | $368.2K | 0.12% | +560 | New |
| Carnegie Capital Asset Management, LLC | 561 | $368.7K | 0.01% | −175−23.8% | Reduced |
| Perennial Investment Advisors, LLC | 562 | $369.4K | 0.05% | +6+1.1% | Added |
| Cable Hill Partners, LLC | 565 | $371.5K | 0.04% | +565 | New |
| High Falls Advisors, Inc | 566 | $371.9K | 0.09% | −9−1.6% | Reduced |
| Fermata Advisors, LLC | 566 | $372.2K | 0.09% | +10+1.8% | Added |
| Wealth Management Associates, Inc. | 567 | $372.6K | 0.17% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 567 | $372.6K | 0.20% | +226+66.3% | Added |
| FIL Ltd | 570 | $374.6K | 0.00% | −158,252−99.6% | Reduced |
| Schnieders Capital Management LLC | 570 | $374.6K | 0.08% | −90−13.6% | Reduced |
| Alera Investment Advisors, LLC | 571 | $375.3K | 0.05% | +571 | New |
| Vigilare Wealth Management | 573 | $376.6K | 0.17% | −9−1.5% | Reduced |
| South State Corp. | 573 | $376.6K | 0.03% | −6−1.0% | Reduced |
| Eagle Ridge Investment Management | 575 | $377.9K | 0.03% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 575 | $378.0K | 0.18% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 585 | $380.4K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 581 | $381.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 582 | $382.5K | 0.22% | +16+2.8% | Added |
| Cedar Mountain Advisors, LLC | 585 | $384.3K | 0.09% | +1+0.2% | Added |
| XML Financial, LLC | 591 | $388.2K | 0.04% | +20+3.5% | Added |
| Venture Visionary Partners LLC | 592 | $389.1K | 0.02% | +139+30.7% | Added |
| Redwood Investment Management, LLC | 632 | $391.0K | 0.03% | +103+19.5% | Added |
| Jackson Creek Investment Advisors LLC | 597 | $392.0K | 0.14% | +597 | New |
| Cornercap Investment Counsel Inc | 599 | $393.7K | 0.06% | +15+2.6% | Added |
| Select Asset Management & Trust | 600 | $394.0K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $394.3K | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $394.3K | 0.14% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 601 | $394.7K | 0.19% | +96+19.0% | Added |