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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 923 | $600.0K | 0.17% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 911 | $598.7K | 0.58% | +911 | New |
| Allstate Corp | 907 | $596.1K | 0.05% | +53+6.2% | Added |
| Meadow Creek Wealth Advisors LLC | 905 | $594.8K | 0.56% | +32+3.7% | Added |
| Godsey & Gibb Associates | 905 | $594.8K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $594.8K | 0.35% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $594.1K | 0.32% | 00.0% | Unchanged |
| Simplex Trading, LLC | 901 | $592.0K | 0.02% | +485+116.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $591.5K | 0.18% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 900 | $591.5K | 0.12% | +900 | New |
| Wealthcare Advisory Partners LLC | 889 | $584.4K | 0.02% | +96+12.1% | Added |
| Wellington Shields Capital Management, LLC | 889 | $584.3K | 0.11% | +14+1.6% | Added |
| Global Endowment Management, LP | 889 | $584.3K | 0.06% | +152+20.6% | Added |
| Koshinski Asset Management, Inc. | 898 | $584.1K | 0.05% | −196−17.9% | Reduced |
| JFS Wealth Advisors, LLC | 887 | $583.2K | 0.05% | −696−44.0% | Reduced |
| Ulland Investment Advisors, LLC | 887 | $583.0K | 0.41% | 00.0% | Unchanged |
| Plancorp, LLC | 881 | $579.0K | 0.03% | +17+2.0% | Added |
| Concorde Asset Management, LLC | 876 | $575.6K | 0.35% | −54−5.8% | Reduced |
| Interchange Capital Partners, LLC | 875 | $575.0K | 0.21% | −82−8.6% | Reduced |
| Atlantic Trust, LLC | 871 | $572.3K | 0.14% | +1+0.1% | Added |
| Washington Trust Bank | 870 | $571.8K | 0.06% | −2−0.2% | Reduced |
| Pathway Financial Advisors LLC | 869 | $571.1K | 0.15% | 00.0% | Unchanged |
| Tradewinds, LLC. | 868 | $570.5K | 0.18% | +868 | New |
| Everpar Advisors LLC | 865 | $568.5K | 0.28% | +29+3.5% | Added |
| Van Hulzen Asset Management, LLC | 863 | $567.0K | 0.04% | +26+3.1% | Added |
| Founders Financial Securities LLC | 862 | $566.5K | 0.05% | +143+19.9% | Added |
| Concentric Capital Strategies, LP | 861 | $565.9K | 0.04% | +861 | New |
| Machina Capital S.A.S. | 855 | $561.9K | 0.25% | +855 | New |
| Rockline Wealth Management, LLC | 854 | $561.2K | 0.17% | +31+3.8% | Added |
| Catalytic Wealth RIA, LLC | 847 | $556.7K | 0.11% | −182−17.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 845 | $555.3K | 0.16% | +34+4.2% | Added |
| Csenge Advisory Group | 843 | $554.2K | 0.03% | +120+16.6% | Added |
| CoreFirst Bank & Trust | 841 | $552.7K | 0.37% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 840 | $552.2K | 0.22% | +31+3.8% | Added |
| Oakworth Capital, Inc. | 835 | $548.8K | 0.04% | +5+0.6% | Added |
| Nations Financial Group Inc, | 833 | $547.5K | 0.04% | +72+9.5% | Added |
| Baldwin Brothers Inc | 830 | $545.5K | 0.04% | −400−32.5% | Reduced |
| Woodstock Corp | 828 | $544.2K | 0.06% | −16−1.9% | Reduced |
| Catalina Capital Group, LLC | 826 | $542.9K | 0.21% | +54+7.0% | Added |
| Simmons Bank | 823 | $540.9K | 0.04% | +2+0.2% | Added |
| Cromwell Holdings LLC | 823 | $540.9K | 0.32% | +823 | New |
| Hills Bank & Trust Co | 822 | $540.2K | 0.04% | +147+21.8% | Added |
| Alpha Omega Wealth Management LLC | 811 | $533.0K | 0.10% | −8−1.0% | Reduced |
| Bahl & Gaynor Inc | 811 | $533.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 807 | $530.4K | 0.31% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 805 | $529.1K | 0.20% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 803 | $527.8K | 0.10% | −17−2.1% | Reduced |
| Contravisory Investment Management, Inc. | 802 | $527.1K | 0.12% | +25+3.2% | Added |
| SFM, LLC | 802 | $526.8K | 0.40% | −19−2.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 801 | $526.5K | 0.03% | +1+0.1% | Added |
| KMG Fiduciary Partners, LLC | 800 | $525.8K | 0.05% | −250−23.8% | Reduced |
| Alta Advisers Ltd | 800 | $525.8K | 0.25% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 797 | $523.5K | 0.36% | +1+0.1% | Added |
| Avenue 1 Advisors, LLC | 795 | $522.5K | 0.21% | 00.0% | Unchanged |
| Michael B. Yongue | 795 | $522.5K | 0.45% | +80+11.2% | Added |
| Apeiron RIA LLC | 795 | $522.5K | 0.16% | −15−1.9% | Reduced |
| Garden State Investment Advisory Services LLC | 791 | $519.9K | 0.18% | +191+31.8% | Added |
| Saranac Partners Ltd | 790 | $519.2K | 0.31% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 787 | $517.2K | 0.07% | +177+29.0% | Added |
| Prairie Wealth Advisors, Inc. | 786 | $516.6K | 0.26% | 00.0% | Unchanged |
| Truepoint, Inc. | 785 | $515.9K | 0.01% | −42−5.1% | Reduced |
| AlTi Global, Inc. | 784 | $515.5K | 0.01% | +54+7.4% | Added |
| Heartland Bank & Trust Co | 782 | $513.9K | 0.29% | −1,227−61.1% | Reduced |
| David Loasby | 812 | $513.9K | 0.05% | −96−10.6% | Reduced |
| Fortis Capital Advisors, LLC | 781 | $513.3K | 0.19% | +67+9.4% | Added |
| Intrua Financial, LLC | 780 | $512.5K | 0.08% | +780 | New |
| Transform Wealth, LLC | 778 | $511.3K | 0.04% | −34−4.2% | Reduced |
| Southeast Asset Advisors Inc. | 777 | $510.7K | 0.06% | 00.0% | Unchanged |
| Family Firm, Inc. | 777 | $510.5K | 0.11% | +1+0.1% | Added |
| Crewe Advisors LLC | 774 | $508.7K | 0.06% | −3−0.4% | Reduced |
| Cynosure Management, LLC | 769 | $505.4K | 0.08% | +137+21.7% | Added |
| Chapman Investment Management, LLC | 769 | $505.4K | 0.38% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 769 | $505.1K | 0.08% | +769 | New |
| Private Client Services, LLC | 769 | $505.1K | 0.32% | +2+0.3% | Added |
| BlueSky Wealth Advisors, LLC | 766 | $503.4K | 0.08% | 00.0% | Unchanged |
| Pacific Wealth Management | 762 | $500.8K | 0.25% | +149+24.3% | Added |
| Clear Creek Financial Management, LLC | 758 | $498.0K | 0.06% | +38+5.3% | Added |
| Fortune Financial Advisors, LLC | 756 | $496.7K | 0.30% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 755 | $496.3K | 0.41% | +113+17.6% | Added |
| Kennon-Green & Company, LLC | 754 | $495.5K | 0.46% | +26+3.6% | Added |
| Gill Capital Partners, LLC | 753 | $494.9K | 0.19% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 752 | $494.0K | 0.03% | −194−20.5% | Reduced |
| Empirical Asset Management, LLC | 6,373 | $493.8K | 0.19% | +6,373 | New |
| Telos Capital Management, Inc. | 750 | $492.9K | 0.05% | −75−9.1% | Reduced |
| Arrow Financial Corp | 750 | $492.9K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 750 | $492.7K | 0.13% | +25+3.4% | Added |
| TCI Wealth Advisors, Inc. | 741 | $487.0K | 0.05% | +7+1.0% | Added |
| Morris Retirement Advisors, LLC | 737 | $484.1K | 0.28% | −56−7.1% | Reduced |
| Verity Asset Management, Inc. | 735 | $483.0K | 0.19% | −17−2.3% | Reduced |
| Onefund, LLC | 733 | $481.7K | 0.52% | +13+1.8% | Added |
| Fishman Jay A Ltd | 732 | $481.1K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 731 | $480.8K | 0.03% | +81+12.5% | Added |
| Keystone Wealth Services, LLC | 729 | $479.1K | 0.15% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $479.1K | 0.50% | 00.0% | Unchanged |
| Congress Park Capital LLC | 727 | $477.8K | 0.19% | −123−14.5% | Reduced |
| Bigelow Investment Advisors, LLC | 726 | $477.1K | 0.23% | −2−0.3% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $476.5K | 0.08% | 00.0% | Unchanged |
| WP Advisors, LLC | 722 | $474.6K | 0.15% | +1+0.1% | Added |
| Bernardo Wealth Planning LLC | 722 | $474.5K | 0.13% | +3+0.4% | Added |
| KCM Investment Advisors LLC | 716 | $470.3K | 0.02% | 00.0% | Unchanged |