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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 1,163 | $764.3K | 0.02% | −37−3.1% | Reduced |
| Morningstar Investment Services LLC | 1,173 | $764.0K | 0.01% | +57+5.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,158 | $760.7K | 0.19% | +31+2.8% | Added |
| Cyr Financial Inc. | 1,157 | $760.3K | 0.76% | +1,157 | New |
| Alta Wealth Advisors LLC | 1,152 | $756.8K | 0.38% | −23−2.0% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $756.4K | 0.11% | 00.0% | Unchanged |
| 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 |
| Reynders McVeigh Capital Management, LLC | 1,148 | $755.0K | 0.04% | −1−0.1% | Reduced |
| Strengthening Families & Communities, LLC | 1,148 | $754.0K | 0.22% | +1,148 | New |
| CBOE Vest Financial, LLC | 1,147 | $753.8K | 0.02% | +189+19.7% | Added |
| 1st Source Bank | 1,146 | $753.2K | 0.04% | −84−6.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,144 | $753.1K | 0.23% | +1,144 | New |
| Strategic Blueprint, LLC | 1,145 | $752.7K | 0.05% | +165+16.8% | Added |
| Financial Advocates Investment Management | 1,136 | $746.9K | 0.05% | +146+14.7% | Added |
| Accurate Wealth Management, LLC | 1,137 | $746.4K | 0.18% | +255+28.9% | Added |
| Colonial River Wealth Management, LLC | 1,133 | $744.6K | 0.40% | +8+0.7% | Added |
| Breakwater Capital Group | 1,132 | $744.0K | 0.17% | +4+0.4% | Added |
| Magnus Financial Group LLC | 1,130 | $742.7K | 0.08% | +1+0.1% | Added |
| Concentric Wealth Management, LLC | 1,120 | $736.1K | 0.19% | 00.0% | Unchanged |
| Himension Fund | 1,115 | $732.8K | 0.05% | +1,115 | New |
| Forum Financial Management, LP | 1,111 | $730.2K | 0.01% | −5−0.4% | Reduced |
| Beaumont Financial Advisors, LLC | 1,111 | $730.1K | 0.06% | +3+0.3% | Added |
| MONECO Advisors, LLC | 1,109 | $728.6K | 0.11% | +285+34.6% | Added |
| Legacy Financial Advisors, Inc. | 1,106 | $726.9K | 0.13% | +24+2.2% | Added |
| Trivant Custom Portfolio Group, LLC | 1,105 | $726.2K | 0.45% | −20−1.8% | Reduced |
| Childress Capital Advisors, LLC | 1,102 | $724.2K | 0.20% | −57−4.9% | Reduced |
| Freemont Management S.A. | 1,100 | $722.9K | 0.42% | −5,600−83.6% | Reduced |
| Vance Wealth, Inc. | 1,099 | $722.3K | 0.30% | −600−35.3% | Reduced |
| Journey Strategic Wealth LLC | 1,097 | $721.2K | 0.03% | +410+59.7% | Added |
| Epic Trust Investment Advisors, LLC | 1,090 | $716.4K | 0.79% | +199+22.3% | Added |
| Motiv8 Investments LLC | 1,087 | $714.7K | 0.53% | +47+4.5% | Added |
| Parkside Financial Bank & Trust | 1,075 | $706.5K | 0.11% | +6+0.6% | Added |
| Institute for Wealth Management, LLC. | 1,072 | $704.6K | 0.09% | +4+0.4% | Added |
| Authentikos Wealth Advisory, LLC | 1,071 | $703.9K | 0.68% | −120−10.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,079 | $702.9K | 0.08% | +6+0.6% | Added |
| ABN AMRO Bank N.V. | 1,060 | $702.7K | 0.01% | −1,214−53.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,068 | $701.7K | 0.18% | +1,068 | New |
| Prosperity Consulting Group, LLC | 1,066 | $700.9K | 0.10% | +237+28.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,065 | $699.9K | 0.48% | +15+1.4% | Added |
| Journey Advisory Group, LLC | 1,063 | $698.5K | 0.08% | +55+5.5% | Added |
| Truvestments Capital LLC | 1,062 | $698.3K | 0.28% | −68−6.0% | Reduced |
| ICW Investment Advisors LLC | 1,060 | $696.9K | 0.32% | +1+0.1% | Added |
| Park Edge Advisors, LLC | 1,058 | $695.3K | 0.21% | +163+18.2% | Added |
| Lord, Abbett & Co. LLC | 1,057 | $694.0K | 0.00% | −55,045−98.1% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $693.4K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,050 | $690.1K | 0.25% | −466−30.7% | Reduced |
| Wharton Business Group, LLC | 1,048 | $689.0K | 0.04% | +13+1.3% | Added |
| L2 Asset Management, LLC | 1,045 | $686.8K | 0.21% | +105+11.2% | Added |
| TFB Advisors LLC | 1,044 | $686.1K | 0.22% | +195+23.0% | Added |
| Great Lakes Retirement, Inc. | 1,041 | $683.9K | 0.09% | −577−35.7% | Reduced |
| First National Bank of Hutchinson | 1,032 | $678.2K | 0.43% | −60−5.5% | Reduced |
| Correct Capital Wealth Management | 1,029 | $676.4K | 0.16% | +377+57.8% | Added |
| Aviso Financial Inc. | 1,029 | $676.1K | 0.04% | +1,029 | New |
| Exencial Wealth Advisors, LLC | 1,025 | $673.7K | 0.03% | −78−7.1% | Reduced |
| Gryphon Financial Partners LLC | 1,025 | $673.3K | 0.10% | −228−18.2% | Reduced |
| Planning Capital Management Corp | 1,007 | $661.8K | 0.47% | +714+243.7% | Added |
| Circle Wealth Management, LLC | 1,007 | $661.8K | 0.02% | +1,007 | New |
| Bull Oak Capital, LLC | 1,005 | $661.1K | 0.43% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,005 | $660.4K | 0.08% | +906+915.2% | Added |
| Argus Investors' Counsel, Inc. | 1,005 | $660.3K | 0.41% | −53−5.0% | Reduced |
| Sand Hill Global Advisors, LLC | 1,003 | $659.2K | 0.03% | −4−0.4% | Reduced |
| Bank of Hawaii | 1,002 | $658.5K | 0.03% | −1,844−64.8% | Reduced |
| Evercore Wealth Management, LLC | 1,001 | $657.9K | 0.01% | −78−7.2% | Reduced |
| 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 |
| Sigma Planning Corp | 999 | $656.6K | 0.02% | −80−7.4% | Reduced |
| First National Trust Co | 999 | $656.6K | 0.03% | +36+3.7% | Added |
| Bell Investment Advisors, Inc | 995 | $653.9K | 0.13% | +5+0.5% | Added |
| Sage Mountain Advisors LLC | 993 | $652.5K | 0.06% | +51+5.4% | Added |
| Perkins Coie Trust Co | 992 | $652.0K | 0.15% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 990 | $650.9K | 0.02% | −103−9.4% | Reduced |
| Catalyst Private Wealth, LLC | 989 | $650.0K | 0.34% | −12−1.2% | Reduced |
| Burney Co | 989 | $650.0K | 0.02% | −7−0.7% | Reduced |
| Caldwell Trust Co | 987 | $648.7K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 986 | $648.0K | 0.29% | −30−3.0% | Reduced |
| Wallace Advisory Group, LLC | 974 | $640.1K | 0.46% | −50−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 972 | $638.8K | 0.07% | +25+2.6% | Added |
| Tolleson Wealth Management, Inc. | 969 | $637.0K | 0.13% | 00.0% | Unchanged |
| MWA Asset Management | 969 | $636.8K | 0.45% | −2−0.2% | Reduced |
| Traynor Capital Management, Inc. | 967 | $635.8K | 0.05% | 00.0% | Unchanged |
| Seven Mile Advisory | 967 | $635.5K | 0.47% | +46+5.0% | Added |
| Private Trust Co NA | 959 | $630.0K | 0.07% | −50−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 956 | $628.3K | 0.05% | −693−42.0% | Reduced |
| HCR Wealth Advisors | 956 | $628.3K | 0.09% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 954 | $626.9K | 0.48% | +1+0.1% | Added |
| Abbrea Capital, LLC | 949 | $624.0K | 0.08% | −145−13.3% | Reduced |
| RFG Holdings, Inc. | 948 | $623.2K | 0.24% | +393+70.8% | Added |
| Catalyst Financial Partners LLC | 948 | $623.0K | 0.14% | +25+2.7% | Added |
| Austin Private Wealth, LLC | 945 | $621.1K | 0.07% | +46+5.1% | Added |
| ISAM Funds (UK) Ltd | 942 | $619.1K | 0.46% | +942 | New |
| Ethos Financial Group, LLC | 937 | $616.0K | 0.11% | +32+3.5% | Added |
| Chapin Davis, Inc. | 930 | $611.2K | 0.21% | −154−14.2% | Reduced |
| Camden Capital, LLC | 929 | $610.3K | 0.05% | −62−6.3% | Reduced |
| Independent Financial Group, LLC | 927 | $609.4K | 0.02% | +81+9.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 921 | $605.4K | 0.10% | +115+14.3% | Added |
| Pictet & Cie (Europe) SA | 921 | $605.3K | 0.01% | +921 | New |
| Conestoga Capital Advisors, LLC | 915 | $601.3K | 0.01% | −405−30.7% | Reduced |
| Fiduciary Financial Group, LLC | 902 | $600.9K | 0.15% | +902 | New |