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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 1,522 | $1.00M | 0.03% | −147−8.8% | Reduced |
| Zega Financial, LLC | 1,520 | $999.0K | 0.36% | +424+38.7% | Added |
| AlphaCore Capital LLC | 1,519 | $998.0K | 0.24% | −158−9.4% | Reduced |
| Simon Quick Advisors, LLC | 1,507 | $990.4K | 0.07% | +8+0.5% | Added |
| Fiduciary Family Office, LLC | 1,507 | $990.4K | 0.39% | −1−0.1% | Reduced |
| Chris Bulman Inc | 1,503 | $987.8K | 0.68% | +1,503 | New |
| Proffitt & Goodson Inc | 1,501 | $986.5K | 0.17% | +20+1.4% | Added |
| Calamos Wealth Management LLC | 1,492 | $980.6K | 0.05% | −18,615−92.6% | Reduced |
| FineMark National Bank & Trust | 1,492 | $980.6K | 0.04% | +186+14.2% | Added |
| Van Strum & Towne Inc. | 1,486 | $976.6K | 0.35% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,475 | $971.0K | 0.05% | −47−3.1% | Reduced |
| Verdad Advisers, LP | 1,468 | $964.8K | 1.11% | −278−15.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,461 | $960.2K | 0.38% | −175−10.7% | Reduced |
| Arkadios Wealth Advisors | 1,457 | $957.6K | 0.06% | +167+12.9% | Added |
| Elevated Capital Advisors, LLC | 1,449 | $952.3K | 0.27% | +121+9.1% | Added |
| Trillium Asset Management, LLC | 1,449 | $952.0K | 0.02% | +4+0.3% | Added |
| Grove Bank & Trust | 1,444 | $949.0K | 0.15% | −7−0.5% | Reduced |
| Ancora Advisors, LLC | 1,443 | $948.5K | 0.02% | +50+3.6% | Added |
| Ashton Thomas Securities, LLC | 1,458 | $948.3K | 0.23% | +1,458 | New |
| SRN Advisors, LLC | 1,440 | $946.4K | 0.79% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,427 | $937.8K | 0.11% | +1,427 | New |
| Woodline Partners LP | 1,418 | $931.9K | 0.01% | +1,418 | New |
| WR Wealth Planners, LLC | 1,416 | $930.6K | 0.28% | +26+1.9% | Added |
| Unique Wealth Strategies, LLC | 1,430 | $929.3K | 0.44% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 1,414 | $929.3K | 0.30% | −1,852−56.7% | Reduced |
| Texas Capital Bancshares Inc | 1,413 | $928.6K | 0.38% | −11−0.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,411 | $927.0K | 0.66% | +38+2.8% | Added |
| Westfield Capital Management Co LP | 1,410 | $926.7K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,408 | $925.4K | 0.00% | +1,408 | New |
| Equitable Holdings, Inc. | 1,399 | $919.4K | 0.01% | +76+5.7% | Added |
| South Dakota Investment Council | 1,396 | $917.0K | 0.02% | −2−0.1% | Reduced |
| Howland Capital Management LLC | 1,395 | $916.8K | 0.04% | +30+2.2% | Added |
| BlueSpruce Investments, LP | 1,391 | $914.2K | 0.02% | +1,391 | New |
| Tritonpoint Wealth, LLC | 1,385 | $910.2K | 0.09% | −140−9.2% | Reduced |
| Commerzbank Aktiengesellschaft | 1,381 | $908.0K | 0.03% | +75+5.7% | Added |
| Virtus ETF Advisers LLC | 1,375 | $903.7K | 0.44% | +181+15.2% | Added |
| TrinityPoint Wealth, LLC | 1,370 | $900.3K | 0.14% | +14+1.0% | Added |
| Leavell Investment Management, Inc. | 1,370 | $900.0K | 0.05% | +298+27.8% | Added |
| Gratus Wealth Advisors, LLC | 1,411 | $898.2K | 0.15% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,362 | $895.4K | 0.02% | +1,362 | New |
| MorganRosel Wealth Management, LLC | 1,361 | $894.5K | 0.32% | −169−11.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,360 | $894.0K | 0.69% | +40+3.0% | Added |
| HBK Sorce Advisory LLC | 1,351 | $888.0K | 0.03% | −57−4.0% | Reduced |
| Boston Family Office LLC | 1,346 | $885.0K | 0.06% | −68−4.8% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $883.9K | 0.09% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,345 | $883.0K | 0.44% | −30−2.2% | Reduced |
| Ontario Teachers Pension Plan Board | 1,342 | $882.0K | 0.01% | −312−18.9% | Reduced |
| Northern Financial Advisors Inc | 1,339 | $880.0K | 0.71% | −32−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,338 | $879.3K | 0.09% | +160+13.6% | Added |
| Richard W. Paul & Associates, LLC | 1,334 | $876.9K | 0.34% | +48+3.7% | Added |
| Harbor Group, Inc. | 1,329 | $873.4K | 0.22% | 00.0% | Unchanged |
| Fluent Financial, LLC | 1,322 | $868.8K | 0.44% | +411+45.1% | Added |
| PAX Financial Group, LLC | 1,320 | $867.5K | 0.17% | +132+11.1% | Added |
| Keel Point, LLC | 1,342 | $866.7K | 0.08% | −28−2.0% | Reduced |
| Money Concepts Capital Corp | 1,308 | $859.3K | 0.07% | +72+5.8% | Added |
| Pinnacle Associates Ltd | 1,306 | $858.6K | 0.01% | −83−6.0% | Reduced |
| Eastern Bank | 1,302 | $855.7K | 0.03% | −10−0.8% | Reduced |
| Integrated Advisors Network LLC | 1,292 | $848.9K | 0.04% | −22−1.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,291 | $848.5K | 0.21% | +401+45.1% | Added |
| Mesirow Financial Investment Management, Inc. | 1,286 | $846.5K | 0.02% | −103−7.4% | Reduced |
| TRUE Private Wealth Advisors | 1,278 | $840.2K | 0.10% | +49+4.0% | Added |
| First Affirmative Financial Network | 1,277 | $839.4K | 0.58% | −28−2.1% | Reduced |
| Verdence Capital Advisors LLC | 1,277 | $839.1K | 0.07% | −100−7.3% | Reduced |
| SS&H Financial Advisors, Inc. | 1,275 | $837.0K | 0.33% | 00.0% | Unchanged |
| Spinnaker Trust | 1,271 | $835.3K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,368 | $833.7K | 0.12% | −123−8.2% | Reduced |
| Essex Financial Services, Inc. | 1,330 | $832.9K | 0.06% | +307+30.0% | Added |
| Act Wealth Management, LLC | 1,265 | $831.4K | 0.41% | 00.0% | Unchanged |
| New Hampshire Trust | 1,259 | $827.4K | 0.19% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,257 | $826.1K | 0.38% | −22−1.7% | Reduced |
| Geller Advisors LLC | 1,255 | $824.8K | 0.06% | +5+0.4% | Added |
| Curated Wealth Partners LLC | 1,251 | $822.2K | 0.11% | +1,251 | New |
| Edmond de Rothschild Holding S.A. | 1,247 | $819.5K | 0.01% | −240−16.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,244 | $817.6K | 0.08% | −4−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,242 | $816.3K | 0.04% | −654−34.5% | Reduced |
| Wealth Architects, LLC | 1,233 | $810.3K | 0.10% | +26+2.2% | Added |
| Concord Asset Management, LLC | 1,232 | $809.7K | 0.20% | +79+6.9% | Added |
| Oliver Luxxe Assets LLC | 1,231 | $809.0K | 0.17% | −71−5.5% | Reduced |
| FCG Investment Co | 1,230 | $808.4K | 0.61% | +91+8.0% | Added |
| Aaron Wealth Advisors | 1,229 | $807.7K | 0.11% | +217+21.4% | Added |
| Concord Wealth Partners | 1,226 | $805.8K | 0.14% | +62+5.3% | Added |
| Plimoth Trust Co LLC | 1,225 | $805.1K | 0.21% | −15−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 1,223 | $804.1K | 0.02% | +1+0.1% | Added |
| Stoneridge Investment Partners LLC | 1,221 | $802.0K | 0.30% | +1,221 | New |
| Sentry Investment Management LLC | 1,219 | $801.0K | 0.36% | −250−17.0% | Reduced |
| Belpointe Asset Management LLC | 1,210 | $795.3K | 0.06% | −146−10.8% | Reduced |
| North Star Investment Management Corp. | 1,210 | $795.2K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,209 | $794.8K | 0.06% | +1+0.1% | Added |
| FFT Wealth Management LLC | 1,209 | $794.3K | 0.07% | +457+60.8% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $793.0K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,202 | $790.0K | 0.08% | +58+5.1% | Added |
| SageView Advisory Group, LLC | 1,201 | $789.4K | 0.04% | +1,201 | New |
| University of Texas/Texas Am Investment Managment Co | 1,196 | $786.0K | 0.15% | +1,196 | New |
| Kolinsky Wealth Management, LLC | 1,195 | $785.4K | 0.56% | +77+6.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,194 | $784.7K | 0.30% | +1,194 | New |
| Quadcap Wealth Management, LLC | 1,185 | $778.8K | 0.14% | +89+8.1% | Added |
| Chicago Trust Co NA | 1,180 | $775.5K | 0.16% | +100+9.3% | Added |
| Whalerock Point Partners, LLC | 1,176 | $772.9K | 0.21% | 00.0% | Unchanged |
| Ramiah Investment Group | 1,170 | $768.9K | 0.75% | −44−3.6% | Reduced |
| DGS Capital Management, LLC | 1,167 | $766.6K | 0.22% | −5−0.4% | Reduced |