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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 1,330 | $832.9K | 0.06% | +307+30.0% | Added |
| Fidelis Capital Partners, LLC | 1,368 | $833.7K | 0.12% | −123−8.2% | Reduced |
| Spinnaker Trust | 1,271 | $835.3K | 0.05% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 1,275 | $837.0K | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,277 | $839.1K | 0.07% | −100−7.3% | Reduced |
| First Affirmative Financial Network | 1,277 | $839.4K | 0.58% | −28−2.1% | Reduced |
| TRUE Private Wealth Advisors | 1,278 | $840.2K | 0.10% | +49+4.0% | Added |
| Mesirow Financial Investment Management, Inc. | 1,286 | $846.5K | 0.02% | −103−7.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,291 | $848.5K | 0.21% | +401+45.1% | Added |
| Integrated Advisors Network LLC | 1,292 | $848.9K | 0.04% | −22−1.7% | Reduced |
| Eastern Bank | 1,302 | $855.7K | 0.03% | −10−0.8% | Reduced |
| Pinnacle Associates Ltd | 1,306 | $858.6K | 0.01% | −83−6.0% | Reduced |
| Money Concepts Capital Corp | 1,308 | $859.3K | 0.07% | +72+5.8% | Added |
| Keel Point, LLC | 1,342 | $866.7K | 0.08% | −28−2.0% | Reduced |
| PAX Financial Group, LLC | 1,320 | $867.5K | 0.17% | +132+11.1% | Added |
| Fluent Financial, LLC | 1,322 | $868.8K | 0.44% | +411+45.1% | Added |
| Harbor Group, Inc. | 1,329 | $873.4K | 0.22% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,334 | $876.9K | 0.34% | +48+3.7% | Added |
| Harbor Investment Advisory, LLC | 1,338 | $879.3K | 0.09% | +160+13.6% | Added |
| Northern Financial Advisors Inc | 1,339 | $880.0K | 0.71% | −32−2.3% | Reduced |
| Ontario Teachers Pension Plan Board | 1,342 | $882.0K | 0.01% | −312−18.9% | Reduced |
| PFC Capital Group, Inc. | 1,345 | $883.0K | 0.44% | −30−2.2% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $883.9K | 0.09% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,346 | $885.0K | 0.06% | −68−4.8% | Reduced |
| HBK Sorce Advisory LLC | 1,351 | $888.0K | 0.03% | −57−4.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,360 | $894.0K | 0.69% | +40+3.0% | Added |
| MorganRosel Wealth Management, LLC | 1,361 | $894.5K | 0.32% | −169−11.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,362 | $895.4K | 0.02% | +1,362 | New |
| Gratus Wealth Advisors, LLC | 1,411 | $898.2K | 0.15% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,370 | $900.0K | 0.05% | +298+27.8% | Added |
| TrinityPoint Wealth, LLC | 1,370 | $900.3K | 0.14% | +14+1.0% | Added |
| Virtus ETF Advisers LLC | 1,375 | $903.7K | 0.44% | +181+15.2% | Added |
| Commerzbank Aktiengesellschaft | 1,381 | $908.0K | 0.03% | +75+5.7% | Added |
| Tritonpoint Wealth, LLC | 1,385 | $910.2K | 0.09% | −140−9.2% | Reduced |
| BlueSpruce Investments, LP | 1,391 | $914.2K | 0.02% | +1,391 | New |
| Howland Capital Management LLC | 1,395 | $916.8K | 0.04% | +30+2.2% | Added |
| South Dakota Investment Council | 1,396 | $917.0K | 0.02% | −2−0.1% | Reduced |
| Equitable Holdings, Inc. | 1,399 | $919.4K | 0.01% | +76+5.7% | Added |
| Bridgewater Associates, LP | 1,408 | $925.4K | 0.00% | +1,408 | New |
| Westfield Capital Management Co LP | 1,410 | $926.7K | 0.00% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,411 | $927.0K | 0.66% | +38+2.8% | Added |
| Texas Capital Bancshares Inc | 1,413 | $928.6K | 0.38% | −11−0.8% | Reduced |
| Eisler Capital (UK) Ltd. | 1,414 | $929.3K | 0.30% | −1,852−56.7% | Reduced |
| Unique Wealth Strategies, LLC | 1,430 | $929.3K | 0.44% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,416 | $930.6K | 0.28% | +26+1.9% | Added |
| Woodline Partners LP | 1,418 | $931.9K | 0.01% | +1,418 | New |
| Teza Capital Management LLC | 1,427 | $937.8K | 0.11% | +1,427 | New |
| SRN Advisors, LLC | 1,440 | $946.4K | 0.79% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,458 | $948.3K | 0.23% | +1,458 | New |
| Ancora Advisors, LLC | 1,443 | $948.5K | 0.02% | +50+3.6% | Added |
| Grove Bank & Trust | 1,444 | $949.0K | 0.15% | −7−0.5% | Reduced |
| Trillium Asset Management, LLC | 1,449 | $952.0K | 0.02% | +4+0.3% | Added |
| Elevated Capital Advisors, LLC | 1,449 | $952.3K | 0.27% | +121+9.1% | Added |
| Arkadios Wealth Advisors | 1,457 | $957.6K | 0.06% | +167+12.9% | Added |
| Three Bridge Wealth Advisors, LLC | 1,461 | $960.2K | 0.38% | −175−10.7% | Reduced |
| Verdad Advisers, LP | 1,468 | $964.8K | 1.11% | −278−15.9% | Reduced |
| Smithfield Trust Co | 1,475 | $971.0K | 0.05% | −47−3.1% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $976.6K | 0.35% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,492 | $980.6K | 0.04% | +186+14.2% | Added |
| Calamos Wealth Management LLC | 1,492 | $980.6K | 0.05% | −18,615−92.6% | Reduced |
| Proffitt & Goodson Inc | 1,501 | $986.5K | 0.17% | +20+1.4% | Added |
| Chris Bulman Inc | 1,503 | $987.8K | 0.68% | +1,503 | New |
| Fiduciary Family Office, LLC | 1,507 | $990.4K | 0.39% | −1−0.1% | Reduced |
| Simon Quick Advisors, LLC | 1,507 | $990.4K | 0.07% | +8+0.5% | Added |
| AlphaCore Capital LLC | 1,519 | $998.0K | 0.24% | −158−9.4% | Reduced |
| Zega Financial, LLC | 1,520 | $999.0K | 0.36% | +424+38.7% | Added |
| AMG National Trust Bank | 1,522 | $1.00M | 0.03% | −147−8.8% | Reduced |
| Legacy Capital Group California, Inc. | 1,528 | $1.00M | 0.36% | −51−3.2% | Reduced |
| Heritage Wealth Advisors | 1,535 | $1.01M | 0.05% | −7−0.5% | Reduced |
| Intrust Bank NA | 1,535 | $1.01M | 0.11% | +53+3.6% | Added |
| Regatta Capital Group, LLC | 1,546 | $1.02M | 0.22% | +47+3.1% | Added |
| Heritage Investors Management Corp | 1,550 | $1.02M | 0.04% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 1,552 | $1.02M | 0.29% | +85+5.8% | Added |
| PFG Investments, LLC | 1,558 | $1.02M | 0.07% | +17+1.1% | Added |
| Community Bank & Trust, Waco, Texas | 1,571 | $1.03M | 0.26% | +122+8.4% | Added |
| Crestwood Advisors Group LLC | 1,573 | $1.03M | 0.02% | −94−5.6% | Reduced |
| Level Four Advisory Services, LLC | 1,575 | $1.04M | 0.05% | +221+16.3% | Added |
| NBT Bank N A | 1,576 | $1.04M | 0.07% | +484+44.3% | Added |
| Symphony Financial, Ltd. Co. | 1,600 | $1.04M | 0.19% | +206+14.8% | Added |
| KG&L Capital Management,LLC | 1,594 | $1.05M | 0.36% | +934+141.5% | Added |
| BFSG, LLC | 1,597 | $1.05M | 0.13% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,600 | $1.05M | 0.37% | −216−11.9% | Reduced |
| First Financial Bank - Trust Division | 1,602 | $1.05M | 0.10% | +2+0.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,610 | $1.06M | 0.49% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,620 | $1.06M | 0.85% | +217+15.5% | Added |
| Norden Group LLC | 1,622 | $1.07M | 0.22% | +15+0.9% | Added |
| Brown Financial Advisors | 1,624 | $1.07M | 0.48% | +1,624 | New |
| Douglas Lane & Associates, LLC | 1,627 | $1.07M | 0.02% | +118+7.8% | Added |
| WSFS Capital Management, LLC | 1,629 | $1.07M | 0.06% | +6+0.4% | Added |
| Waller Financial Planning Group, Inc | 1,633 | $1.07M | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,636 | $1.08M | 0.03% | −189−10.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,643 | $1.08M | 0.23% | +44+2.8% | Added |
| Avantax Planning Partners, Inc. | 1,644 | $1.08M | 0.03% | −32−1.9% | Reduced |
| Trueblood Wealth Management, LLC | 1,653 | $1.09M | 0.61% | +28+1.7% | Added |
| BSW Wealth Partners | 1,653 | $1.09M | 0.18% | −44−2.6% | Reduced |
| Schear Investment Advisers, LLC | 1,664 | $1.09M | 0.79% | +213+14.7% | Added |
| Garner Asset Management Corp | 1,668 | $1.10M | 0.53% | −4−0.2% | Reduced |
| Parthenon LLC | 1,675 | $1.10M | 0.14% | 00.0% | Unchanged |
| NVWM, LLC | 1,676 | $1.10M | 0.29% | −395−19.1% | Reduced |
| Syon Capital LLC | 1,679 | $1.10M | 0.10% | −161−8.8% | Reduced |