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 |
|---|---|---|---|---|---|
| Old Port Advisors | 2,121 | $1.39M | 0.42% | +3+0.1% | Added |
| China Universal Asset Management Co., Ltd. | 2,116 | $1.39M | 0.20% | +291+15.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,106 | $1.38M | 0.10% | +99+4.9% | Added |
| Capital Planning Advisors, LLC | 2,104 | $1.38M | 0.24% | +167+8.6% | Added |
| Prelude Capital Management, LLC | 2,099 | $1.38M | 0.12% | +2,099 | New |
| Trilogy Capital Inc. | 2,098 | $1.38M | 0.07% | +1,317+168.6% | Added |
| USA Financial Portformulas Corp | 2,098 | $1.38M | 0.22% | −1,114−34.7% | Reduced |
| Cove Private Wealth, LLC | 2,065 | $1.36M | 1.08% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,108 | $1.35M | 0.58% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,047 | $1.35M | 0.26% | +13+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 2,042 | $1.34M | 0.02% | +2,042 | New |
| Aigen Investment Management, LP | 2,041 | $1.34M | 0.26% | −175−7.9% | Reduced |
| Ronald Blue Trust, Inc. | 2,063 | $1.34M | 0.02% | +1,520+279.9% | Added |
| Trust Point Inc. | 2,040 | $1.34M | 0.11% | −222−9.8% | Reduced |
| Mirador Capital Partners LP | 2,033 | $1.34M | 0.25% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,026 | $1.33M | 0.31% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 2,023 | $1.33M | 0.62% | +70+3.6% | Added |
| Capital Investment Advisors, LLC | 2,020 | $1.33M | 0.03% | −64−3.1% | Reduced |
| Liberty Wealth Management LLC | 36,325 | $1.31M | 0.24% | +34,338+1,728.1% | Added |
| Brookstone Capital Management | 1,985 | $1.31M | 0.02% | −156−7.3% | Reduced |
| Ellevest, Inc. | 1,989 | $1.31M | 0.08% | +130+7.0% | Added |
| Hara Capital LLC | 1,967 | $1.29M | 0.83% | −3−0.2% | Reduced |
| Nelson Capital Management, LLC | 1,965 | $1.29M | 0.23% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,957 | $1.29M | 0.22% | +38+2.0% | Added |
| Transcend Wealth Collective, LLC | 1,936 | $1.27M | 0.09% | +1,471+316.3% | Added |
| Advisors Capital Management, LLC | 1,935 | $1.27M | 0.02% | +290+17.6% | Added |
| Vise Technologies, Inc. | 1,929 | $1.27M | 0.22% | +652+51.1% | Added |
| Heritage Trust Co | 1,908 | $1.25M | 0.17% | −59−3.0% | Reduced |
| Barbara Oil Co. | 1,900 | $1.25M | 0.55% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,897 | $1.25M | 0.06% | +614+47.9% | Added |
| Waldron Private Wealth LLC | 1,883 | $1.24M | 0.06% | −38−2.0% | Reduced |
| Monetary Management Group Inc | 1,880 | $1.24M | 0.33% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,880 | $1.24M | 0.25% | 00.0% | Unchanged |
| Wealth Alliance | 1,871 | $1.23M | 0.16% | −26−1.4% | Reduced |
| Virtue Capital Management, LLC | 1,925 | $1.23M | 0.21% | −159−7.6% | Reduced |
| Accretive Wealth Partners, LLC | 1,870 | $1.23M | 0.51% | +1+0.1% | Added |
| Oarsman Capital, Inc. | 1,868 | $1.23M | 0.27% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,864 | $1.23M | 0.06% | +765+69.6% | Added |
| Cooper Financial Group | 1,852 | $1.22M | 0.18% | +115+6.6% | Added |
| Optiver Holding B.V. | 1,847 | $1.21M | 0.02% | +1,258+213.6% | Added |
| Evanson Asset Management, LLC | 1,837 | $1.21M | 0.09% | +8+0.4% | Added |
| BayBridge Capital Group, LLC | 1,836 | $1.21M | 0.94% | +55+3.1% | Added |
| Valmark Advisers, Inc. | 1,828 | $1.20M | 0.02% | +20+1.1% | Added |
| CNB Bank | 1,821 | $1.20M | 0.58% | −69−3.7% | Reduced |
| Forbes J M & Co LLP | 1,819 | $1.20M | 0.12% | −124−6.4% | Reduced |
| Fulton Bank, N.A. | 1,819 | $1.20M | 0.05% | +270+17.4% | Added |
| Pettee Investors, Inc. | 1,809 | $1.19M | 0.57% | 00.0% | Unchanged |
| Barr E S & Co | 1,809 | $1.19M | 0.08% | 00.0% | Unchanged |
| CX Institutional | 1,807 | $1.19M | 0.06% | −57−3.1% | Reduced |
| Nixon Peabody Trust Co | 1,805 | $1.19M | 0.11% | −459−20.3% | Reduced |
| Proficio Capital Partners LLC | 1,798 | $1.18M | 0.12% | +29+1.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,773 | $1.17M | 0.03% | −372−17.3% | Reduced |
| Kensington Investment Counsel, LLC | 1,770 | $1.16M | 0.51% | +4+0.2% | Added |
| Smith, Salley & Associates | 1,768 | $1.16M | 0.08% | +215+13.8% | Added |
| Freestone Capital Holdings, LLC | 1,754 | $1.15M | 0.04% | −1,756−50.0% | Reduced |
| Global Retirement Partners, LLC | 1,743 | $1.15M | 0.04% | +285+19.5% | Added |
| Weatherly Asset Management L. P. | 1,724 | $1.13M | 0.10% | −67−3.7% | Reduced |
| Peninsula Wealth, LLC | 1,762 | $1.13M | 0.21% | −481−21.4% | Reduced |
| Sargent Investment Group, LLC | 1,717 | $1.13M | 0.23% | +3+0.2% | Added |
| Marcum Wealth, LLC | 1,712 | $1.13M | 0.11% | +53+3.2% | Added |
| Optas, LLC | 1,708 | $1.12M | 0.29% | +20+1.2% | Added |
| WBH Advisory Inc | 1,706 | $1.12M | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 1,700 | $1.12M | 0.23% | +153+9.9% | Added |
| United Asset Strategies, Inc. | 1,684 | $1.11M | 0.11% | +86+5.4% | Added |
| Kempen Capital Management N.V. | 1,684 | $1.11M | 0.01% | −586−25.8% | Reduced |
| GG Group Ventures, LLC | 1,713 | $1.11M | 1.53% | +1,713 | New |
| IHT Wealth Management, LLC | 1,684 | $1.11M | 0.04% | +96+6.0% | Added |
| Syon Capital LLC | 1,679 | $1.10M | 0.10% | −161−8.8% | Reduced |
| NVWM, LLC | 1,676 | $1.10M | 0.29% | −395−19.1% | Reduced |
| Parthenon LLC | 1,675 | $1.10M | 0.14% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,668 | $1.10M | 0.53% | −4−0.2% | Reduced |
| Schear Investment Advisers, LLC | 1,664 | $1.09M | 0.79% | +213+14.7% | Added |
| BSW Wealth Partners | 1,653 | $1.09M | 0.18% | −44−2.6% | Reduced |
| Trueblood Wealth Management, LLC | 1,653 | $1.09M | 0.61% | +28+1.7% | Added |
| Avantax Planning Partners, Inc. | 1,644 | $1.08M | 0.03% | −32−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,643 | $1.08M | 0.23% | +44+2.8% | Added |
| Buckingham Strategic Partners | 1,636 | $1.08M | 0.03% | −189−10.4% | Reduced |
| Waller Financial Planning Group, Inc | 1,633 | $1.07M | 0.29% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,629 | $1.07M | 0.06% | +6+0.4% | Added |
| Douglas Lane & Associates, LLC | 1,627 | $1.07M | 0.02% | +118+7.8% | Added |
| Brown Financial Advisors | 1,624 | $1.07M | 0.48% | +1,624 | New |
| Norden Group LLC | 1,622 | $1.07M | 0.22% | +15+0.9% | Added |
| Crew Capital Management, Ltd. | 1,620 | $1.06M | 0.85% | +217+15.5% | Added |
| Palisades Hudson Asset Management, L.P. | 1,610 | $1.06M | 0.49% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,602 | $1.05M | 0.10% | +2+0.1% | Added |
| Chase Investment Counsel Corp | 1,600 | $1.05M | 0.37% | −216−11.9% | Reduced |
| BFSG, LLC | 1,597 | $1.05M | 0.13% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,594 | $1.05M | 0.36% | +934+141.5% | Added |
| Symphony Financial, Ltd. Co. | 1,600 | $1.04M | 0.19% | +206+14.8% | Added |
| NBT Bank N A | 1,576 | $1.04M | 0.07% | +484+44.3% | Added |
| Level Four Advisory Services, LLC | 1,575 | $1.04M | 0.05% | +221+16.3% | Added |
| Crestwood Advisors Group LLC | 1,573 | $1.03M | 0.02% | −94−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,571 | $1.03M | 0.26% | +122+8.4% | Added |
| PFG Investments, LLC | 1,558 | $1.02M | 0.07% | +17+1.1% | Added |
| Donoghue Forlines LLC | 1,552 | $1.02M | 0.29% | +85+5.8% | Added |
| Heritage Investors Management Corp | 1,550 | $1.02M | 0.04% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,546 | $1.02M | 0.22% | +47+3.1% | Added |
| Intrust Bank NA | 1,535 | $1.01M | 0.11% | +53+3.6% | Added |
| Heritage Wealth Advisors | 1,535 | $1.01M | 0.05% | −7−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 1,528 | $1.00M | 0.36% | −51−3.2% | Reduced |