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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 1,000 | $657.2K | 0.02% | −1,131−53.1% | Reduced |
| RBF Capital, LLC | 1,000 | $657.2K | 0.04% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 1,000 | $657.2K | 1.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,001 | $657.9K | 0.01% | −78−7.2% | Reduced |
| Bank of Hawaii | 1,002 | $658.5K | 0.03% | −1,844−64.8% | Reduced |
| Sand Hill Global Advisors, LLC | 1,003 | $659.2K | 0.03% | −4−0.4% | Reduced |
| Argus Investors' Counsel, Inc. | 1,005 | $660.3K | 0.41% | −53−5.0% | Reduced |
| LRI Investments, LLC | 1,005 | $660.4K | 0.08% | +906+915.2% | Added |
| Bull Oak Capital, LLC | 1,005 | $661.1K | 0.43% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,007 | $661.8K | 0.02% | +1,007 | New |
| Planning Capital Management Corp | 1,007 | $661.8K | 0.47% | +714+243.7% | Added |
| Gryphon Financial Partners LLC | 1,025 | $673.3K | 0.10% | −228−18.2% | Reduced |
| Exencial Wealth Advisors, LLC | 1,025 | $673.7K | 0.03% | −78−7.1% | Reduced |
| Aviso Financial Inc. | 1,029 | $676.1K | 0.04% | +1,029 | New |
| Correct Capital Wealth Management | 1,029 | $676.4K | 0.16% | +377+57.8% | Added |
| First National Bank of Hutchinson | 1,032 | $678.2K | 0.43% | −60−5.5% | Reduced |
| Great Lakes Retirement, Inc. | 1,041 | $683.9K | 0.09% | −577−35.7% | Reduced |
| TFB Advisors LLC | 1,044 | $686.1K | 0.22% | +195+23.0% | Added |
| L2 Asset Management, LLC | 1,045 | $686.8K | 0.21% | +105+11.2% | Added |
| Wharton Business Group, LLC | 1,048 | $689.0K | 0.04% | +13+1.3% | Added |
| ASB Consultores, LLC | 1,050 | $690.1K | 0.25% | −466−30.7% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $693.4K | 0.03% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 1,057 | $694.0K | 0.00% | −55,045−98.1% | Reduced |
| Park Edge Advisors, LLC | 1,058 | $695.3K | 0.21% | +163+18.2% | Added |
| ICW Investment Advisors LLC | 1,060 | $696.9K | 0.32% | +1+0.1% | Added |
| Truvestments Capital LLC | 1,062 | $698.3K | 0.28% | −68−6.0% | Reduced |
| Journey Advisory Group, LLC | 1,063 | $698.5K | 0.08% | +55+5.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,065 | $699.9K | 0.48% | +15+1.4% | Added |
| Prosperity Consulting Group, LLC | 1,066 | $700.9K | 0.10% | +237+28.6% | Added |
| Legacy Capital Wealth Partners, LLC | 1,068 | $701.7K | 0.18% | +1,068 | New |
| ABN AMRO Bank N.V. | 1,060 | $702.7K | 0.01% | −1,214−53.4% | Reduced |
| Voya Financial Advisors, Inc. | 1,079 | $702.9K | 0.08% | +6+0.6% | Added |
| Authentikos Wealth Advisory, LLC | 1,071 | $703.9K | 0.68% | −120−10.1% | Reduced |
| Institute for Wealth Management, LLC. | 1,072 | $704.6K | 0.09% | +4+0.4% | Added |
| Parkside Financial Bank & Trust | 1,075 | $706.5K | 0.11% | +6+0.6% | Added |
| Motiv8 Investments LLC | 1,087 | $714.7K | 0.53% | +47+4.5% | Added |
| Epic Trust Investment Advisors, LLC | 1,090 | $716.4K | 0.79% | +199+22.3% | Added |
| Journey Strategic Wealth LLC | 1,097 | $721.2K | 0.03% | +410+59.7% | Added |
| Vance Wealth, Inc. | 1,099 | $722.3K | 0.30% | −600−35.3% | Reduced |
| Freemont Management S.A. | 1,100 | $722.9K | 0.42% | −5,600−83.6% | Reduced |
| Childress Capital Advisors, LLC | 1,102 | $724.2K | 0.20% | −57−4.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,105 | $726.2K | 0.45% | −20−1.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,106 | $726.9K | 0.13% | +24+2.2% | Added |
| MONECO Advisors, LLC | 1,109 | $728.6K | 0.11% | +285+34.6% | Added |
| Beaumont Financial Advisors, LLC | 1,111 | $730.1K | 0.06% | +3+0.3% | Added |
| Forum Financial Management, LP | 1,111 | $730.2K | 0.01% | −5−0.4% | Reduced |
| Himension Fund | 1,115 | $732.8K | 0.05% | +1,115 | New |
| Concentric Wealth Management, LLC | 1,120 | $736.1K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,130 | $742.7K | 0.08% | +1+0.1% | Added |
| Breakwater Capital Group | 1,132 | $744.0K | 0.17% | +4+0.4% | Added |
| Colonial River Wealth Management, LLC | 1,133 | $744.6K | 0.40% | +8+0.7% | Added |
| Accurate Wealth Management, LLC | 1,137 | $746.4K | 0.18% | +255+28.9% | Added |
| Financial Advocates Investment Management | 1,136 | $746.9K | 0.05% | +146+14.7% | Added |
| Strategic Blueprint, LLC | 1,145 | $752.7K | 0.05% | +165+16.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,144 | $753.1K | 0.23% | +1,144 | New |
| 1st Source Bank | 1,146 | $753.2K | 0.04% | −84−6.8% | Reduced |
| CBOE Vest Financial, LLC | 1,147 | $753.8K | 0.02% | +189+19.7% | Added |
| Strengthening Families & Communities, LLC | 1,148 | $754.0K | 0.22% | +1,148 | New |
| Reynders McVeigh Capital Management, LLC | 1,148 | $755.0K | 0.04% | −1−0.1% | Reduced |
| Avitas Wealth Management LLC | 1,149 | $755.1K | 0.11% | −63−5.2% | Reduced |
| New Century Financial Group, LLC | 1,149 | $755.1K | 0.32% | +394+52.2% | Added |
| Stanley-Laman Group, Ltd. | 1,151 | $756.4K | 0.11% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,152 | $756.8K | 0.38% | −23−2.0% | Reduced |
| Cyr Financial Inc. | 1,157 | $760.3K | 0.76% | +1,157 | New |
| Regent Peak Wealth Advisors LLC | 1,158 | $760.7K | 0.19% | +31+2.8% | Added |
| Morningstar Investment Services LLC | 1,173 | $764.0K | 0.01% | +57+5.1% | Added |
| Glenview Trust Co | 1,163 | $764.3K | 0.02% | −37−3.1% | Reduced |
| DGS Capital Management, LLC | 1,167 | $766.6K | 0.22% | −5−0.4% | Reduced |
| Ramiah Investment Group | 1,170 | $768.9K | 0.75% | −44−3.6% | Reduced |
| Whalerock Point Partners, LLC | 1,176 | $772.9K | 0.21% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,180 | $775.5K | 0.16% | +100+9.3% | Added |
| Quadcap Wealth Management, LLC | 1,185 | $778.8K | 0.14% | +89+8.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,194 | $784.7K | 0.30% | +1,194 | New |
| Kolinsky Wealth Management, LLC | 1,195 | $785.4K | 0.56% | +77+6.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,196 | $786.0K | 0.15% | +1,196 | New |
| SageView Advisory Group, LLC | 1,201 | $789.4K | 0.04% | +1,201 | New |
| PDS Planning, Inc | 1,202 | $790.0K | 0.08% | +58+5.1% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $793.0K | 0.06% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,209 | $794.3K | 0.07% | +457+60.8% | Added |
| Principle Wealth Partners LLC | 1,209 | $794.8K | 0.06% | +1+0.1% | Added |
| North Star Investment Management Corp. | 1,210 | $795.2K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,210 | $795.3K | 0.06% | −146−10.8% | Reduced |
| Sentry Investment Management LLC | 1,219 | $801.0K | 0.36% | −250−17.0% | Reduced |
| Stoneridge Investment Partners LLC | 1,221 | $802.0K | 0.30% | +1,221 | New |
| Kingsview Wealth Management, LLC | 1,223 | $804.1K | 0.02% | +1+0.1% | Added |
| Plimoth Trust Co LLC | 1,225 | $805.1K | 0.21% | −15−1.2% | Reduced |
| Concord Wealth Partners | 1,226 | $805.8K | 0.14% | +62+5.3% | Added |
| Aaron Wealth Advisors | 1,229 | $807.7K | 0.11% | +217+21.4% | Added |
| FCG Investment Co | 1,230 | $808.4K | 0.61% | +91+8.0% | Added |
| Oliver Luxxe Assets LLC | 1,231 | $809.0K | 0.17% | −71−5.5% | Reduced |
| Concord Asset Management, LLC | 1,232 | $809.7K | 0.20% | +79+6.9% | Added |
| Wealth Architects, LLC | 1,233 | $810.3K | 0.10% | +26+2.2% | Added |
| Connecticut Wealth Management, LLC | 1,242 | $816.3K | 0.04% | −654−34.5% | Reduced |
| Cardiff Park Advisors, LLC | 1,244 | $817.6K | 0.08% | −4−0.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,247 | $819.5K | 0.01% | −240−16.1% | Reduced |
| Curated Wealth Partners LLC | 1,251 | $822.2K | 0.11% | +1,251 | New |
| Geller Advisors LLC | 1,255 | $824.8K | 0.06% | +5+0.4% | Added |
| Hoxton Planning & Management, LLC | 1,257 | $826.1K | 0.38% | −22−1.7% | Reduced |
| New Hampshire Trust | 1,259 | $827.4K | 0.19% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,265 | $831.4K | 0.41% | 00.0% | Unchanged |