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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 548 | $360.2K | 0.14% | 00.0% | Unchanged |
| Studio Investment Management LLC | 548 | $360.2K | 0.08% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 547 | $359.5K | 0.32% | 00.0% | Unchanged |
| Quest Partners LLC | 544 | $357.5K | 0.05% | +465+588.6% | Added |
| Traveka Wealth, LLC | 542 | $356.2K | 0.17% | +9+1.7% | Added |
| Andina Capital Management, LLC | 538 | $353.6K | 0.27% | +14+2.7% | Added |
| D'Orazio & Associates, Inc. | 538 | $353.6K | 0.05% | +2+0.4% | Added |
| Jacobsen Capital Management | 538 | $353.6K | 0.16% | −49−8.3% | Reduced |
| Busey Wealth Management | 535 | $351.6K | 0.01% | −232−30.2% | Reduced |
| Tufton Capital Management | 535 | $351.6K | 0.07% | −5−0.9% | Reduced |
| Intelligence Driven Advisers, LLC | 533 | $350.4K | 0.05% | +7+1.3% | Added |
| Diametric Capital, LP | 533 | $350.3K | 0.19% | +533 | New |
| 3Chopt Investment Partners, LLC | 529 | $347.7K | 0.11% | +529 | New |
| StoneX Group Inc. | 524 | $344.3K | 0.03% | +52+11.0% | Added |
| Grandfield & Dodd, LLC | 523 | $343.7K | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 523 | $343.7K | 0.18% | +35+7.2% | Added |
| Bremer Bank National Association | 518 | $340.4K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 525 | $340.0K | 0.02% | +68+14.9% | Added |
| CVA Family Office, LLC | 514 | $337.8K | 0.06% | +8+1.6% | Added |
| Precedent Wealth Partners, LLC | 512 | $336.7K | 0.14% | +512 | New |
| Crescent Sterling, Ltd. | 510 | $335.2K | 0.32% | −73−12.5% | Reduced |
| Atticus Wealth Management, LLC | 508 | $333.7K | 0.11% | −48−8.6% | Reduced |
| Elgethun Capital Management | 506 | $332.8K | 0.08% | −300−37.2% | Reduced |
| Inscription Capital, LLC | 506 | $332.6K | 0.05% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 506 | $332.5K | 0.35% | +1+0.2% | Added |
| Ledyard National Bank | 506 | $332.5K | 0.03% | +6+1.2% | Added |
| Wolff Wiese Magana LLC | 505 | $331.9K | 0.26% | +480+1,920.0% | Added |
| Powell Investment Advisors, LLC | 505 | $331.9K | 0.17% | +60+13.5% | Added |
| Covenant Partners, LLC | 504 | $331.2K | 0.10% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $328.6K | 0.05% | −1,000−66.7% | Reduced |
| Reinhart Partners, Inc. | 500 | $328.6K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 498 | $327.3K | 0.06% | +28+6.0% | Added |
| Manchester Capital Management LLC | 497 | $326.8K | 0.04% | +18+3.8% | Added |
| Gallacher Capital Management LLC | 497 | $326.8K | 0.17% | +120+31.8% | Added |
| Sandhill Capital Partners LLC | 497 | $326.6K | 0.03% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 497 | $326.6K | 0.13% | +497 | New |
| JB Capital LLC | 494 | $325.2K | 0.02% | +8+1.6% | Added |
| Grunden Financial Advisory, Inc. | 494 | $324.7K | 0.17% | 00.0% | Unchanged |
| Corundum Group, Inc. | 492 | $323.3K | 0.13% | +15+3.1% | Added |
| Avidian Wealth Solutions, LLC | 490 | $322.2K | 0.02% | +490 | New |
| Sandy Spring Bank | 487 | $320.1K | 0.01% | −40−7.6% | Reduced |
| United Advisor Group, LLC | 484 | $318.1K | 0.10% | +160+49.4% | Added |
| Tobam | 483 | $317.0K | 0.05% | −66−12.0% | Reduced |
| Invenio Wealth Partners LLC | 482 | $316.8K | 0.16% | +52+12.1% | Added |
| Capital Investment Counsel, LLC | 480 | $315.5K | 0.06% | 00.0% | Unchanged |
| Eagle Strategies LLC | 478 | $313.9K | 0.06% | +478 | New |
| Edgestream Partners, L.P. | 475 | $312.2K | 0.02% | −3,631−88.4% | Reduced |
| Lee Financial Co | 474 | $311.5K | 0.05% | +474 | New |
| Tennessee Valley Asset Management Partners | 471 | $309.3K | 0.06% | +1+0.2% | Added |
| Rosenberg Matthew Hamilton | 475 | $309.1K | 0.09% | −15−3.1% | Reduced |
| Wynn Capital, LLC | 470 | $308.9K | 0.23% | 00.0% | Unchanged |
| McLean Asset Management Corp | 486 | $307.4K | 0.10% | +11+2.3% | Added |
| Altfest L J & Co Inc | 467 | $307.0K | 0.04% | −6−1.3% | Reduced |
| Financial Network Wealth Advisors LLC | 466 | $306.2K | 0.23% | +90+23.9% | Added |
| ABLE Financial Group, LLC | 463 | $304.3K | 0.11% | +9+2.0% | Added |
| Ignite Planners, LLC | 455 | $304.3K | 0.07% | −6−1.3% | Reduced |
| Geneos Wealth Management Inc. | 457 | $300.3K | 0.01% | −813−64.0% | Reduced |
| Carolinas Wealth Consulting LLC | 456 | $299.1K | 0.06% | +31+7.3% | Added |
| Keebeck Wealth Management, LLC | 455 | $299.0K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 454 | $298.4K | 0.05% | −6−1.3% | Reduced |
| LifeSteps Financial, Inc. | 454 | $298.4K | 0.25% | 00.0% | Unchanged |
| Vicus Capital | 453 | $297.7K | 0.03% | +106+30.5% | Added |
| Sage Rhino Capital LLC | 451 | $296.4K | 0.07% | +4+0.9% | Added |
| Matrix Asset Advisors Inc | 450 | $296.0K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 450 | $296.0K | 0.02% | +450 | New |
| LWMG, LLC | 450 | $295.8K | 0.06% | −1−0.2% | Reduced |
| Y.D. More Investments Ltd | 450 | $295.7K | 0.03% | −1,255−73.6% | Reduced |
| West Family Investments, Inc. | 449 | $295.1K | 0.09% | −10−2.2% | Reduced |
| Gemmer Asset Management LLC | 448 | $294.4K | 0.03% | +16+3.7% | Added |
| Capital Advisors Inc | 447 | $293.8K | 0.01% | −3−0.7% | Reduced |
| Oxbow Advisors, LLC | 447 | $293.8K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 446 | $293.2K | 0.05% | +6+1.4% | Added |
| Sunflower Bank, N.A. | 446 | $293.1K | 0.07% | +96+27.4% | Added |
| Wintrust Investments LLC | 443 | $291.0K | 0.02% | +7+1.6% | Added |
| Balboa Wealth Partners | 440 | $289.4K | 0.08% | +112+34.1% | Added |
| CV Advisors LLC | 439 | $288.5K | 0.16% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 456 | $287.0K | 0.05% | −4−0.9% | Reduced |
| Marietta Investment Partners LLC | 436 | $286.5K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 436 | $286.5K | 0.03% | +38+9.5% | Added |
| Live Oak Private Wealth LLC | 435 | $285.9K | 0.05% | −19−4.2% | Reduced |
| Security Financial Services, INC. | 430 | $282.6K | 0.06% | +3+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 434 | $282.4K | 0.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 427 | $280.8K | 0.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 427 | $280.6K | 0.11% | −5−1.2% | Reduced |
| Concentrum Wealth Management | 426 | $280.0K | 0.12% | −6−1.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 426 | $280.0K | 0.14% | +25+6.2% | Added |
| BlueChip Wealth Advisors LLC | 426 | $280.0K | 0.16% | +426 | New |
| Verus Capital Partners, LLC | 425 | $279.3K | 0.03% | −97−18.6% | Reduced |
| Jackson Square Capital, LLC | 425 | $279.3K | 0.07% | −10−2.3% | Reduced |
| Guyasuta Investment Advisors Inc | 446 | $278.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 424 | $278.7K | 0.02% | +77+22.2% | Added |
| Acropolis Investment Management, LLC | 423 | $278.0K | 0.02% | −12−2.8% | Reduced |
| Convergence Investment Partners, LLC | 422 | $277.5K | 0.08% | −8−1.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 422 | $277.3K | 0.16% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 421 | $277.0K | 0.11% | +14+3.4% | Added |
| Baker Boyer National Bank | 420 | $276.0K | 0.10% | −250−37.3% | Reduced |
| Amplius Wealth Advisors, LLC | 419 | $275.4K | 0.03% | −27−6.1% | Reduced |
| Source Financial Advisors LLC | 418 | $274.9K | 0.08% | +42+11.2% | Added |
| Pacitti Group Inc. | 418 | $274.5K | 0.14% | +91+27.8% | Added |
| Benin Management CORP | 417 | $274.1K | 0.08% | +10+2.5% | Added |