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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 711 | $467.3K | 0.27% | +89+14.3% | Added |
| Waterloo Capital, L.P. | 710 | $466.8K | 0.06% | −291−29.1% | Reduced |
| Leonteq Securities AG | 710 | $466.6K | 0.07% | −5,812−89.1% | Reduced |
| Angeles Investment Advisors, LLC | 710 | $466.6K | 0.02% | +318+81.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 709 | $466.0K | 0.03% | +207+41.2% | Added |
| 17 Capital Partners, LLC | 708 | $465.3K | 0.33% | +15+2.2% | Added |
| Riverwater Partners LLC | 708 | $465.3K | 0.34% | +54+8.3% | Added |
| Fort Sheridan Advisors LLC | 707 | $464.7K | 0.08% | +9+1.3% | Added |
| International Assets Investment Management, LLC | 707 | $464.5K | 0.04% | +3+0.4% | Added |
| Capital Investment Advisory Services, LLC | 706 | $464.0K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 705 | $463.3K | 0.24% | 00.0% | Unchanged |
| Betterment LLC | 703 | $462.0K | 0.00% | +1+0.1% | Added |
| JJJ Advisors Inc. | 702 | $461.4K | 0.10% | −86−10.9% | Reduced |
| Prestige Wealth Management Group LLC | 701 | $460.7K | 0.10% | −21−2.9% | Reduced |
| Capital Investment Counsel, Inc | 700 | $460.0K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 700 | $460.0K | 0.24% | −500−41.7% | Reduced |
| Weaver Capital Management LLC | 696 | $457.4K | 0.15% | +696 | New |
| Winthrop Advisory Group LLC | 694 | $456.4K | 0.06% | −4−0.6% | Reduced |
| Hillsdale Investment Management Inc. | 687 | $451.5K | 0.04% | −41−5.6% | Reduced |
| BCJ Capital Management, LLC | 686 | $450.8K | 0.04% | +686 | New |
| NovaPoint Capital, LLC | 681 | $447.6K | 0.15% | +10+1.5% | Added |
| Keebeck Alpha, LP | 680 | $446.9K | 0.33% | +680 | New |
| Founders Financial Alliance, LLC | 676 | $444.1K | 0.13% | +300+79.8% | Added |
| John G Ullman & Associates Inc | 675 | $443.6K | 0.07% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 674 | $443.0K | 0.21% | −30−4.3% | Reduced |
| Sherbrooke Park Advisers LLC | 674 | $443.0K | 0.08% | −875−56.5% | Reduced |
| St. Louis Trust Co | 674 | $443.0K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 672 | $441.6K | 0.22% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 670 | $441.0K | 0.06% | +11+1.7% | Added |
| Cornerstone Wealth Group, LLC | 668 | $439.0K | 0.04% | +235+54.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 664 | $436.4K | 0.22% | −27−3.9% | Reduced |
| Veracity Capital LLC | 660 | $434.0K | 0.18% | −186−22.0% | Reduced |
| SeaCrest Wealth Management, LLC | 658 | $432.4K | 0.05% | +42+6.8% | Added |
| First Trust Investment Solutions L.P. | 657 | $431.8K | 0.06% | +56+9.3% | Added |
| Essex Savings Bank | 654 | $429.8K | 0.12% | +39+6.3% | Added |
| Sivia Capital Partners, LLC | 650 | $427.3K | 0.29% | +73+12.7% | Added |
| 9258 Wealth Management, LLC | 649 | $426.5K | 0.07% | +1+0.2% | Added |
| Glen Eagle Advisors, LLC | 647 | $425.3K | 0.08% | −29−4.3% | Reduced |
| Duff & Phelps Investment Management Co | 643 | $422.6K | 0.01% | 00.0% | Unchanged |
| Thomasville National Bank | 643 | $422.6K | 0.03% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $420.6K | 0.36% | 00.0% | Unchanged |
| Ewa, LLC | 657 | $418.7K | 0.17% | −1−0.2% | Reduced |
| Wealth Management Partners, LLC | 637 | $418.6K | 0.20% | +29+4.8% | Added |
| J. W. Coons Advisors, LLC | 636 | $418.0K | 0.10% | +151+31.1% | Added |
| Mechanics Bank Trust Department | 632 | $415.4K | 0.06% | −34−5.1% | Reduced |
| Sage Private Wealth Group, LLC | 631 | $414.9K | 0.35% | +61+10.7% | Added |
| Somerville Kurt F | 630 | $414.0K | 0.07% | 00.0% | Unchanged |
| Camden National Bank | 629 | $413.4K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $409.5K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 644 | $407.8K | 0.13% | +644 | New |
| Moors & Cabot, Inc. | 619 | $407.1K | 0.02% | −10−1.6% | Reduced |
| Gratus Capital LLC | 618 | $406.2K | 0.02% | −22,638−97.3% | Reduced |
| BBR Partners, LLC | 617 | $405.8K | 0.03% | −763−55.3% | Reduced |
| Berkshire Bank | 617 | $405.5K | 0.10% | −124−16.7% | Reduced |
| FinTrust Capital Advisors, LLC | 615 | $404.2K | 0.08% | −32−4.9% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $403.5K | 0.28% | −32−5.0% | Reduced |
| Tanager Wealth Management LLP | 614 | $403.5K | 0.06% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 613 | $402.9K | 0.16% | +1+0.2% | Added |
| Breed's Hill Capital LLC | 612 | $402.2K | 0.36% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 610 | $400.9K | 0.07% | +5+0.8% | Added |
| New Millennium Group LLC | 609 | $400.5K | 0.26% | −21−3.3% | Reduced |
| Great Diamond Partners, LLC | 609 | $400.2K | 0.09% | −82−11.9% | Reduced |
| TCTC Holdings, LLC | 607 | $398.9K | 0.01% | −2−0.3% | Reduced |
| Inceptionr LLC | 605 | $397.6K | 0.11% | −602−49.9% | Reduced |
| Resources Management Corp | 604 | $397.0K | 0.06% | −7−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 603 | $396.1K | 0.02% | +1+0.2% | Added |
| Columbia Asset Management | 602 | $396.0K | 0.07% | +2+0.3% | Added |
| Gen-Wealth Partners Inc | 601 | $394.7K | 0.19% | +96+19.0% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $394.3K | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $394.3K | 0.14% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $394.0K | 0.16% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 599 | $393.7K | 0.06% | +15+2.6% | Added |
| Jackson Creek Investment Advisors LLC | 597 | $392.0K | 0.14% | +597 | New |
| Redwood Investment Management, LLC | 632 | $391.0K | 0.03% | +103+19.5% | Added |
| Venture Visionary Partners LLC | 592 | $389.1K | 0.02% | +139+30.7% | Added |
| XML Financial, LLC | 591 | $388.2K | 0.04% | +20+3.5% | Added |
| Cedar Mountain Advisors, LLC | 585 | $384.3K | 0.09% | +1+0.2% | Added |
| Fortitude Family Office, LLC | 582 | $382.5K | 0.22% | +16+2.8% | Added |
| Salem Investment Counselors Inc | 581 | $381.8K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 585 | $380.4K | 0.06% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 575 | $378.0K | 0.18% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 575 | $377.9K | 0.03% | 00.0% | Unchanged |
| Vigilare Wealth Management | 573 | $376.6K | 0.17% | −9−1.5% | Reduced |
| South State Corp. | 573 | $376.6K | 0.03% | −6−1.0% | Reduced |
| Alera Investment Advisors, LLC | 571 | $375.3K | 0.05% | +571 | New |
| FIL Ltd | 570 | $374.6K | 0.00% | −158,252−99.6% | Reduced |
| Schnieders Capital Management LLC | 570 | $374.6K | 0.08% | −90−13.6% | Reduced |
| Wealth Management Associates, Inc. | 567 | $372.6K | 0.17% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 567 | $372.6K | 0.20% | +226+66.3% | Added |
| Fermata Advisors, LLC | 566 | $372.2K | 0.09% | +10+1.8% | Added |
| High Falls Advisors, Inc | 566 | $371.9K | 0.09% | −9−1.6% | Reduced |
| Cable Hill Partners, LLC | 565 | $371.5K | 0.04% | +565 | New |
| Perennial Investment Advisors, LLC | 562 | $369.4K | 0.05% | +6+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 561 | $368.7K | 0.01% | −175−23.8% | Reduced |
| Savvy Advisors, Inc. | 560 | $368.2K | 0.12% | +560 | New |
| LGL Partners, LLC | 559 | $367.4K | 0.05% | +559 | New |
| Western Wealth Management, LLC | 559 | $367.2K | 0.03% | +10+1.8% | Added |
| Gradient Capital Advisors, LLC | 558 | $366.7K | 0.13% | −9−1.6% | Reduced |
| Endowment Wealth Management, Inc. | 556 | $365.7K | 0.27% | +1+0.2% | Added |
| Marshall Wace, LLP | 553 | $363.4K | 0.00% | −10,612−95.0% | Reduced |