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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 778 | $511.3K | 0.04% | −34−4.2% | Reduced |
| Intrua Financial, LLC | 780 | $512.5K | 0.08% | +780 | New |
| Fortis Capital Advisors, LLC | 781 | $513.3K | 0.19% | +67+9.4% | Added |
| David Loasby | 812 | $513.9K | 0.05% | −96−10.6% | Reduced |
| Heartland Bank & Trust Co | 782 | $513.9K | 0.29% | −1,227−61.1% | Reduced |
| AlTi Global, Inc. | 784 | $515.5K | 0.01% | +54+7.4% | Added |
| Truepoint, Inc. | 785 | $515.9K | 0.01% | −42−5.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 786 | $516.6K | 0.26% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 787 | $517.2K | 0.07% | +177+29.0% | Added |
| Saranac Partners Ltd | 790 | $519.2K | 0.31% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 791 | $519.9K | 0.18% | +191+31.8% | Added |
| Apeiron RIA LLC | 795 | $522.5K | 0.16% | −15−1.9% | Reduced |
| Michael B. Yongue | 795 | $522.5K | 0.45% | +80+11.2% | Added |
| Avenue 1 Advisors, LLC | 795 | $522.5K | 0.21% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 797 | $523.5K | 0.36% | +1+0.1% | Added |
| KMG Fiduciary Partners, LLC | 800 | $525.8K | 0.05% | −250−23.8% | Reduced |
| Alta Advisers Ltd | 800 | $525.8K | 0.25% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 801 | $526.5K | 0.03% | +1+0.1% | Added |
| SFM, LLC | 802 | $526.8K | 0.40% | −19−2.3% | Reduced |
| Contravisory Investment Management, Inc. | 802 | $527.1K | 0.12% | +25+3.2% | Added |
| Ambassador Advisors, LLC | 803 | $527.8K | 0.10% | −17−2.1% | Reduced |
| Bourne Lent Asset Management Inc | 805 | $529.1K | 0.20% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 807 | $530.4K | 0.31% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 811 | $533.0K | 0.10% | −8−1.0% | Reduced |
| Bahl & Gaynor Inc | 811 | $533.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 822 | $540.2K | 0.04% | +147+21.8% | Added |
| Cromwell Holdings LLC | 823 | $540.9K | 0.32% | +823 | New |
| Simmons Bank | 823 | $540.9K | 0.04% | +2+0.2% | Added |
| Catalina Capital Group, LLC | 826 | $542.9K | 0.21% | +54+7.0% | Added |
| Woodstock Corp | 828 | $544.2K | 0.06% | −16−1.9% | Reduced |
| Baldwin Brothers Inc | 830 | $545.5K | 0.04% | −400−32.5% | Reduced |
| Nations Financial Group Inc, | 833 | $547.5K | 0.04% | +72+9.5% | Added |
| Oakworth Capital, Inc. | 835 | $548.8K | 0.04% | +5+0.6% | Added |
| KFG Wealth Management, LLC | 840 | $552.2K | 0.22% | +31+3.8% | Added |
| CoreFirst Bank & Trust | 841 | $552.7K | 0.37% | 00.0% | Unchanged |
| Csenge Advisory Group | 843 | $554.2K | 0.03% | +120+16.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 845 | $555.3K | 0.16% | +34+4.2% | Added |
| Catalytic Wealth RIA, LLC | 847 | $556.7K | 0.11% | −182−17.7% | Reduced |
| Rockline Wealth Management, LLC | 854 | $561.2K | 0.17% | +31+3.8% | Added |
| Machina Capital S.A.S. | 855 | $561.9K | 0.25% | +855 | New |
| Concentric Capital Strategies, LP | 861 | $565.9K | 0.04% | +861 | New |
| Founders Financial Securities LLC | 862 | $566.5K | 0.05% | +143+19.9% | Added |
| Van Hulzen Asset Management, LLC | 863 | $567.0K | 0.04% | +26+3.1% | Added |
| Everpar Advisors LLC | 865 | $568.5K | 0.28% | +29+3.5% | Added |
| Tradewinds, LLC. | 868 | $570.5K | 0.18% | +868 | New |
| Pathway Financial Advisors LLC | 869 | $571.1K | 0.15% | 00.0% | Unchanged |
| Washington Trust Bank | 870 | $571.8K | 0.06% | −2−0.2% | Reduced |
| Atlantic Trust, LLC | 871 | $572.3K | 0.14% | +1+0.1% | Added |
| Interchange Capital Partners, LLC | 875 | $575.0K | 0.21% | −82−8.6% | Reduced |
| Concorde Asset Management, LLC | 876 | $575.6K | 0.35% | −54−5.8% | Reduced |
| Plancorp, LLC | 881 | $579.0K | 0.03% | +17+2.0% | Added |
| Ulland Investment Advisors, LLC | 887 | $583.0K | 0.41% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 887 | $583.2K | 0.05% | −696−44.0% | Reduced |
| Koshinski Asset Management, Inc. | 898 | $584.1K | 0.05% | −196−17.9% | Reduced |
| Global Endowment Management, LP | 889 | $584.3K | 0.06% | +152+20.6% | Added |
| Wellington Shields Capital Management, LLC | 889 | $584.3K | 0.11% | +14+1.6% | Added |
| Wealthcare Advisory Partners LLC | 889 | $584.4K | 0.02% | +96+12.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $591.5K | 0.18% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 900 | $591.5K | 0.12% | +900 | New |
| Simplex Trading, LLC | 901 | $592.0K | 0.02% | +485+116.6% | Added |
| Bond & Devick Financial Network, Inc. | 904 | $594.1K | 0.32% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $594.8K | 0.35% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $594.8K | 0.06% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 905 | $594.8K | 0.56% | +32+3.7% | Added |
| Allstate Corp | 907 | $596.1K | 0.05% | +53+6.2% | Added |
| Ground Swell Capital, LLC | 911 | $598.7K | 0.58% | +911 | New |
| Integrated Investment Consultants, LLC | 923 | $600.0K | 0.17% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 902 | $600.9K | 0.15% | +902 | New |
| Conestoga Capital Advisors, LLC | 915 | $601.3K | 0.01% | −405−30.7% | Reduced |
| Pictet & Cie (Europe) SA | 921 | $605.3K | 0.01% | +921 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 921 | $605.4K | 0.10% | +115+14.3% | Added |
| Independent Financial Group, LLC | 927 | $609.4K | 0.02% | +81+9.6% | Added |
| Camden Capital, LLC | 929 | $610.3K | 0.05% | −62−6.3% | Reduced |
| Chapin Davis, Inc. | 930 | $611.2K | 0.21% | −154−14.2% | Reduced |
| Ethos Financial Group, LLC | 937 | $616.0K | 0.11% | +32+3.5% | Added |
| ISAM Funds (UK) Ltd | 942 | $619.1K | 0.46% | +942 | New |
| Austin Private Wealth, LLC | 945 | $621.1K | 0.07% | +46+5.1% | Added |
| Catalyst Financial Partners LLC | 948 | $623.0K | 0.14% | +25+2.7% | Added |
| RFG Holdings, Inc. | 948 | $623.2K | 0.24% | +393+70.8% | Added |
| Abbrea Capital, LLC | 949 | $624.0K | 0.08% | −145−13.3% | Reduced |
| Horizon Family Wealth, Inc. | 954 | $626.9K | 0.48% | +1+0.1% | Added |
| HCR Wealth Advisors | 956 | $628.3K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 956 | $628.3K | 0.05% | −693−42.0% | Reduced |
| Private Trust Co NA | 959 | $630.0K | 0.07% | −50−5.0% | Reduced |
| Seven Mile Advisory | 967 | $635.5K | 0.47% | +46+5.0% | Added |
| Traynor Capital Management, Inc. | 967 | $635.8K | 0.05% | 00.0% | Unchanged |
| MWA Asset Management | 969 | $636.8K | 0.45% | −2−0.2% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $637.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 972 | $638.8K | 0.07% | +25+2.6% | Added |
| Wallace Advisory Group, LLC | 974 | $640.1K | 0.46% | −50−4.9% | Reduced |
| Tiemann Investment Advisors, LLC | 986 | $648.0K | 0.29% | −30−3.0% | Reduced |
| Caldwell Trust Co | 987 | $648.7K | 0.07% | 00.0% | Unchanged |
| Burney Co | 989 | $650.0K | 0.02% | −7−0.7% | Reduced |
| Catalyst Private Wealth, LLC | 989 | $650.0K | 0.34% | −12−1.2% | Reduced |
| Prospera Financial Services Inc | 990 | $650.9K | 0.02% | −103−9.4% | Reduced |
| Perkins Coie Trust Co | 992 | $652.0K | 0.15% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 993 | $652.5K | 0.06% | +51+5.4% | Added |
| Bell Investment Advisors, Inc | 995 | $653.9K | 0.13% | +5+0.5% | Added |
| First National Trust Co | 999 | $656.6K | 0.03% | +36+3.7% | Added |
| Sigma Planning Corp | 999 | $656.6K | 0.02% | −80−7.4% | Reduced |