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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 3,091 | $2.03M | 0.02% | −70−2.2% | Reduced |
| Value Partners Investments Inc. | 3,087 | $2.03M | 0.18% | +496+19.1% | Added |
| NorthRock Partners, LLC | 3,080 | $2.02M | 0.08% | +297+10.7% | Added |
| REDW Wealth LLC | 3,077 | $2.02M | 0.53% | −75−2.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,070 | $2.02M | 0.24% | +283+10.2% | Added |
| Argent Trust Co | 3,059 | $2.01M | 0.09% | +290+10.5% | Added |
| Maven Securities LTD | 3,042 | $2.00M | 0.31% | −307−9.2% | Reduced |
| Jefferies Financial Group Inc. | 3,036 | $2.00M | 0.04% | −34−1.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,033 | $1.99M | 0.13% | −3,946−56.5% | Reduced |
| Ballentine Partners, LLC | 2,995 | $1.97M | 0.04% | −374−11.1% | Reduced |
| Mather Group, LLC. | 2,998 | $1.95M | 0.02% | +399+15.4% | Added |
| Close Asset Management Ltd | 2,951 | $1.94M | 0.07% | +419+16.5% | Added |
| RiverPark Advisors, LLC | 2,946 | $1.94M | 1.60% | −250−7.8% | Reduced |
| RFG Advisory, LLC | 2,924 | $1.92M | 0.06% | −41−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,920 | $1.92M | 1.50% | +182+6.6% | Added |
| Sunbelt Securities, Inc. | 2,893 | $1.90M | 0.19% | −13−0.4% | Reduced |
| Summit Global Investments | 2,889 | $1.90M | 0.13% | −55−1.9% | Reduced |
| Sirios Capital Management L P | 2,886 | $1.90M | 0.33% | −863−23.0% | Reduced |
| Adviser Investments LLC | 2,881 | $1.89M | 0.02% | +18+0.6% | Added |
| Savant Capital, LLC | 2,880 | $1.89M | 0.02% | +126+4.6% | Added |
| GAMMA Investing LLC | 2,870 | $1.89M | 0.26% | +883+44.4% | Added |
| Cigna Investments Inc | 2,865 | $1.88M | 0.35% | −48−1.6% | Reduced |
| DRW Securities, LLC | 2,865 | $1.88M | 0.12% | +1,531+114.8% | Added |
| Fifth Third Wealth Advisors LLC | 2,858 | $1.88M | 0.14% | +2,399+522.7% | Added |
| Penserra Capital Management LLC | 2,856 | $1.88M | 0.02% | +1,576+123.1% | Added |
| Riverpark Capital Management LLC | 2,844 | $1.87M | 2.48% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,831 | $1.86M | 0.26% | +4+0.1% | Added |
| Signature Wealth Management Group | 2,814 | $1.85M | 0.81% | +67+2.4% | Added |
| Pegasus Partners Ltd. | 2,794 | $1.84M | 0.19% | −1,573−36.0% | Reduced |
| Eads & Heald Wealth Management | 2,793 | $1.84M | 0.89% | −147−5.0% | Reduced |
| Quadrant Capital Group LLC | 2,782 | $1.83M | 0.14% | +64+2.4% | Added |
| Cumberland Partners Ltd | 2,750 | $1.81M | 0.13% | +935+51.5% | Added |
| Naviter Wealth, LLC | 2,729 | $1.79M | 0.27% | +223+8.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.79M | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,716 | $1.78M | 0.54% | −63−2.3% | Reduced |
| Eqis Capital Management, Inc. | 2,710 | $1.78M | 0.15% | +213+8.5% | Added |
| Allworth Financial LP | 2,795 | $1.78M | 0.01% | −178−6.0% | Reduced |
| Modera Wealth Management, LLC | 2,668 | $1.75M | 0.03% | −52−1.9% | Reduced |
| Abacus Planning Group, Inc. | 2,660 | $1.75M | 0.34% | +11+0.4% | Added |
| Elmwood Wealth Management, Inc. | 2,638 | $1.73M | 0.77% | −100−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,617 | $1.72M | 0.31% | −66−2.5% | Reduced |
| Vista Wealth Management Group, LLC | 2,587 | $1.70M | 0.12% | −542−17.3% | Reduced |
| National Asset Management, Inc. | 2,579 | $1.69M | 0.04% | −53−2.0% | Reduced |
| Clarius Group, LLC | 2,576 | $1.69M | 0.12% | −103−3.8% | Reduced |
| Great Lakes Advisors, LLC | 2,574 | $1.69M | 0.02% | +97+3.9% | Added |
| ICONIQ Capital, LLC | 2,574 | $1.69M | 0.04% | +182+7.6% | Added |
| Icon Wealth Advisors, LLC | 2,609 | $1.69M | 0.15% | +1,231+89.3% | Added |
| Integrated Wealth Concepts LLC | 2,557 | $1.68M | 0.02% | −214−7.7% | Reduced |
| Stablepoint Partners, LLC | 2,629 | $1.67M | 0.32% | −848−24.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,517 | $1.65M | 0.55% | −8−0.3% | Reduced |
| Hilltop Holdings Inc. | 2,511 | $1.65M | 0.19% | +69+2.8% | Added |
| Keeler Thomas Management LLC | 2,510 | $1.65M | 0.56% | −29−1.1% | Reduced |
| Mattson Financial Services, LLC | 2,503 | $1.64M | 0.59% | +2,503 | New |
| Quotient Wealth Partners, LLC | 2,493 | $1.64M | 0.06% | −113−4.3% | Reduced |
| Okabena Investment Services Inc | 2,491 | $1.64M | 0.52% | +626+33.6% | Added |
| ROI Financial Advisors, LLC | 2,491 | $1.63M | 1.18% | +69+2.8% | Added |
| Engineers Gate Manager LP | 2,481 | $1.63M | 0.04% | −2,051−45.3% | Reduced |
| Benjamin Edwards Inc | 2,467 | $1.62M | 0.31% | +22+0.9% | Added |
| Moneta Group Investment Advisors LLC | 2,456 | $1.61M | 0.03% | +181+8.0% | Added |
| Citizens National Bank Trust Department | 2,417 | $1.59M | 0.35% | +90+3.9% | Added |
| Choate Investment Advisors | 2,417 | $1.59M | 0.04% | +145+6.4% | Added |
| Cascade Investment Group, Inc. | 2,412 | $1.59M | 1.24% | +3+0.1% | Added |
| DB Fitzpatrick & Co, Inc | 2,400 | $1.58M | 1.46% | +684+39.9% | Added |
| Moloney Securities Asset Management, LLC | 2,397 | $1.58M | 0.23% | +50+2.1% | Added |
| Flagship Harbor Advisors, LLC | 2,396 | $1.57M | 0.09% | −43−1.8% | Reduced |
| RMR Wealth Builders | 2,382 | $1.57M | 0.18% | +146+6.5% | Added |
| SRS Capital Advisors, Inc. | 2,380 | $1.56M | 0.15% | +534+28.9% | Added |
| Lee Danner & Bass Inc | 2,370 | $1.56M | 0.12% | +2,370 | New |
| Robertson Stephens Wealth Management, LLC | 2,350 | $1.54M | 0.08% | +136+6.1% | Added |
| Fort Pitt Capital Group, LLC | 2,349 | $1.54M | 0.05% | +888+60.8% | Added |
| Peak Asset Management, LLC | 2,342 | $1.54M | 0.30% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,330 | $1.53M | 0.21% | +75+3.3% | Added |
| Atomi Financial Group, Inc. | 2,321 | $1.53M | 0.11% | +670+40.6% | Added |
| Versor Investments LP | 2,306 | $1.52M | 0.28% | +2,306 | New |
| Invesco, LLC | 2,294 | $1.51M | 0.63% | −134−5.5% | Reduced |
| Valeo Financial Advisors, LLC | 2,291 | $1.51M | 0.05% | −18−0.8% | Reduced |
| Buckingham Capital Management, Inc. | 2,280 | $1.50M | 0.18% | −9−0.4% | Reduced |
| Family Legacy, Inc. | 2,279 | $1.50M | 0.54% | +44+2.0% | Added |
| Nicolet Bankshares Inc | 2,277 | $1.50M | 0.37% | −21−0.9% | Reduced |
| Smartleaf Asset Management LLC | 2,289 | $1.49M | 0.24% | +267+13.2% | Added |
| Everhart Financial Group, Inc. | 2,268 | $1.49M | 0.39% | +315+16.1% | Added |
| Anchor Investment Management, LLC | 2,265 | $1.49M | 0.15% | −38−1.7% | Reduced |
| Diversify Wealth Management, LLC | 2,465 | $1.49M | 0.18% | +2,465 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,256 | $1.48M | 0.21% | −2−0.1% | Reduced |
| Focus Financial Network, Inc. | 2,250 | $1.48M | 0.06% | +825+57.9% | Added |
| Personal Cfo Solutions, LLC | 2,252 | $1.48M | 0.23% | −32−1.4% | Reduced |
| James Hambro & Partners | 2,252 | $1.48M | 0.07% | −696−23.6% | Reduced |
| Quent Capital, LLC | 2,250 | $1.48M | 0.16% | +56+2.6% | Added |
| Boothbay Fund Management, LLC | 2,224 | $1.46M | 0.05% | +1,849+493.1% | Added |
| Oxford Financial Group Ltd | 2,215 | $1.46M | 0.10% | +81+3.8% | Added |
| Wealthspire Advisors, LLC | 2,210 | $1.45M | 0.02% | −138−5.9% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 2,197 | $1.44M | 0.02% | +2,197 | New |
| Graypoint LLC | 2,192 | $1.44M | 0.10% | +115+5.5% | Added |
| Monumental Financial Group Inc. | 2,184 | $1.44M | 0.63% | −286−11.6% | Reduced |
| McRae Capital Management Inc | 2,166 | $1.42M | 0.32% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,164 | $1.42M | 0.05% | +135+6.7% | Added |
| Knowledge Leaders Capital, LLC | 2,149 | $1.41M | 3.35% | −108−4.8% | Reduced |
| Mutual Advisors, LLC | 2,214 | $1.41M | 0.04% | +291+15.1% | Added |
| Stratos Wealth Advisors, LLC | 2,135 | $1.40M | 0.07% | +54+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,124 | $1.40M | 0.04% | −225−9.6% | Reduced |