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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 602 | $396.0K | 0.07% | +2+0.3% | Added |
| Bragg Financial Advisors, Inc | 603 | $396.1K | 0.02% | +1+0.2% | Added |
| Resources Management Corp | 604 | $397.0K | 0.06% | −7−1.1% | Reduced |
| Inceptionr LLC | 605 | $397.6K | 0.11% | −602−49.9% | Reduced |
| TCTC Holdings, LLC | 607 | $398.9K | 0.01% | −2−0.3% | Reduced |
| Great Diamond Partners, LLC | 609 | $400.2K | 0.09% | −82−11.9% | Reduced |
| New Millennium Group LLC | 609 | $400.5K | 0.26% | −21−3.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 610 | $400.9K | 0.07% | +5+0.8% | Added |
| Breed's Hill Capital LLC | 612 | $402.2K | 0.36% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 613 | $402.9K | 0.16% | +1+0.2% | Added |
| Diversified Investment Strategies, LLC | 614 | $403.5K | 0.28% | −32−5.0% | Reduced |
| Tanager Wealth Management LLP | 614 | $403.5K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 615 | $404.2K | 0.08% | −32−4.9% | Reduced |
| Berkshire Bank | 617 | $405.5K | 0.10% | −124−16.7% | Reduced |
| BBR Partners, LLC | 617 | $405.8K | 0.03% | −763−55.3% | Reduced |
| Gratus Capital LLC | 618 | $406.2K | 0.02% | −22,638−97.3% | Reduced |
| Moors & Cabot, Inc. | 619 | $407.1K | 0.02% | −10−1.6% | Reduced |
| Roman Butler Fullerton & Co | 644 | $407.8K | 0.13% | +644 | New |
| Sonora Investment Management Group, LLC | 630 | $409.5K | 0.03% | 00.0% | Unchanged |
| Camden National Bank | 629 | $413.4K | 0.06% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $414.0K | 0.07% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 631 | $414.9K | 0.35% | +61+10.7% | Added |
| Mechanics Bank Trust Department | 632 | $415.4K | 0.06% | −34−5.1% | Reduced |
| J. W. Coons Advisors, LLC | 636 | $418.0K | 0.10% | +151+31.1% | Added |
| Wealth Management Partners, LLC | 637 | $418.6K | 0.20% | +29+4.8% | Added |
| Ewa, LLC | 657 | $418.7K | 0.17% | −1−0.2% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $420.6K | 0.36% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 643 | $422.6K | 0.01% | 00.0% | Unchanged |
| Thomasville National Bank | 643 | $422.6K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 647 | $425.3K | 0.08% | −29−4.3% | Reduced |
| 9258 Wealth Management, LLC | 649 | $426.5K | 0.07% | +1+0.2% | Added |
| Sivia Capital Partners, LLC | 650 | $427.3K | 0.29% | +73+12.7% | Added |
| Essex Savings Bank | 654 | $429.8K | 0.12% | +39+6.3% | Added |
| First Trust Investment Solutions L.P. | 657 | $431.8K | 0.06% | +56+9.3% | Added |
| SeaCrest Wealth Management, LLC | 658 | $432.4K | 0.05% | +42+6.8% | Added |
| Veracity Capital LLC | 660 | $434.0K | 0.18% | −186−22.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 664 | $436.4K | 0.22% | −27−3.9% | Reduced |
| Cornerstone Wealth Group, LLC | 668 | $439.0K | 0.04% | +235+54.3% | Added |
| Capital Advisors, Ltd. LLC | 670 | $441.0K | 0.06% | +11+1.7% | Added |
| Planned Solutions, Inc. | 672 | $441.6K | 0.22% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 674 | $443.0K | 0.08% | −875−56.5% | Reduced |
| St. Louis Trust Co | 674 | $443.0K | 0.07% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 674 | $443.0K | 0.21% | −30−4.3% | Reduced |
| John G Ullman & Associates Inc | 675 | $443.6K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 676 | $444.1K | 0.13% | +300+79.8% | Added |
| Keebeck Alpha, LP | 680 | $446.9K | 0.33% | +680 | New |
| NovaPoint Capital, LLC | 681 | $447.6K | 0.15% | +10+1.5% | Added |
| BCJ Capital Management, LLC | 686 | $450.8K | 0.04% | +686 | New |
| Hillsdale Investment Management Inc. | 687 | $451.5K | 0.04% | −41−5.6% | Reduced |
| Winthrop Advisory Group LLC | 694 | $456.4K | 0.06% | −4−0.6% | Reduced |
| Weaver Capital Management LLC | 696 | $457.4K | 0.15% | +696 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 700 | $460.0K | 0.24% | −500−41.7% | Reduced |
| Capital Investment Counsel, Inc | 700 | $460.0K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 701 | $460.7K | 0.10% | −21−2.9% | Reduced |
| JJJ Advisors Inc. | 702 | $461.4K | 0.10% | −86−10.9% | Reduced |
| Betterment LLC | 703 | $462.0K | 0.00% | +1+0.1% | Added |
| Union Savings Bank | 705 | $463.3K | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 706 | $464.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 707 | $464.5K | 0.04% | +3+0.4% | Added |
| Fort Sheridan Advisors LLC | 707 | $464.7K | 0.08% | +9+1.3% | Added |
| 17 Capital Partners, LLC | 708 | $465.3K | 0.33% | +15+2.2% | Added |
| Riverwater Partners LLC | 708 | $465.3K | 0.34% | +54+8.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 709 | $466.0K | 0.03% | +207+41.2% | Added |
| Leonteq Securities AG | 710 | $466.6K | 0.07% | −5,812−89.1% | Reduced |
| Angeles Investment Advisors, LLC | 710 | $466.6K | 0.02% | +318+81.1% | Added |
| Waterloo Capital, L.P. | 710 | $466.8K | 0.06% | −291−29.1% | Reduced |
| Custom Index Systems, LLC | 711 | $467.3K | 0.27% | +89+14.3% | Added |
| KCM Investment Advisors LLC | 716 | $470.3K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 722 | $474.5K | 0.13% | +3+0.4% | Added |
| WP Advisors, LLC | 722 | $474.6K | 0.15% | +1+0.1% | Added |
| Johnson Bixby & Associates, LLC | 725 | $476.5K | 0.08% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 726 | $477.1K | 0.23% | −2−0.3% | Reduced |
| Congress Park Capital LLC | 727 | $477.8K | 0.19% | −123−14.5% | Reduced |
| Stegent Equity Advisors, Inc. | 729 | $479.1K | 0.50% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 729 | $479.1K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 731 | $480.8K | 0.03% | +81+12.5% | Added |
| Fishman Jay A Ltd | 732 | $481.1K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 733 | $481.7K | 0.52% | +13+1.8% | Added |
| Verity Asset Management, Inc. | 735 | $483.0K | 0.19% | −17−2.3% | Reduced |
| Morris Retirement Advisors, LLC | 737 | $484.1K | 0.28% | −56−7.1% | Reduced |
| TCI Wealth Advisors, Inc. | 741 | $487.0K | 0.05% | +7+1.0% | Added |
| Drive Wealth Management, LLC | 750 | $492.7K | 0.13% | +25+3.4% | Added |
| Telos Capital Management, Inc. | 750 | $492.9K | 0.05% | −75−9.1% | Reduced |
| Arrow Financial Corp | 750 | $492.9K | 0.05% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,373 | $493.8K | 0.19% | +6,373 | New |
| Symmetry Partners, LLC | 752 | $494.0K | 0.03% | −194−20.5% | Reduced |
| Gill Capital Partners, LLC | 753 | $494.9K | 0.19% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 754 | $495.5K | 0.46% | +26+3.6% | Added |
| M3 Advisory Group, LLC | 755 | $496.3K | 0.41% | +113+17.6% | Added |
| Fortune Financial Advisors, LLC | 756 | $496.7K | 0.30% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 758 | $498.0K | 0.06% | +38+5.3% | Added |
| Pacific Wealth Management | 762 | $500.8K | 0.25% | +149+24.3% | Added |
| BlueSky Wealth Advisors, LLC | 766 | $503.4K | 0.08% | 00.0% | Unchanged |
| Private Client Services, LLC | 769 | $505.1K | 0.32% | +2+0.3% | Added |
| Ibex Wealth Advisors | 769 | $505.1K | 0.08% | +769 | New |
| Chapman Investment Management, LLC | 769 | $505.4K | 0.38% | 00.0% | Unchanged |
| Cynosure Management, LLC | 769 | $505.4K | 0.08% | +137+21.7% | Added |
| Crewe Advisors LLC | 774 | $508.7K | 0.06% | −3−0.4% | Reduced |
| Family Firm, Inc. | 777 | $510.5K | 0.11% | +1+0.1% | Added |
| Southeast Asset Advisors Inc. | 777 | $510.7K | 0.06% | 00.0% | Unchanged |