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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 416 | $273.4K | 0.01% | +55+15.2% | Added |
| Values Added Financial LLC | 415 | $272.7K | 0.20% | +3+0.7% | Added |
| Jeppson Wealth Management, LLC | 413 | $271.4K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 412 | $271.0K | 0.05% | +27+7.0% | Added |
| Shepherd Financial Partners LLC | 412 | $271.0K | 0.03% | −6−1.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $269.5K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 409 | $269.1K | 0.05% | −95−18.8% | Reduced |
| Opal Wealth Advisors, LLC | 407 | $267.5K | 0.09% | +35+9.4% | Added |
| New Republic Capital, LLC | 406 | $266.9K | 0.13% | +9+2.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 405 | $266.2K | 0.10% | +40+11.0% | Added |
| Diversified Portfolios, Inc. | 404 | $265.8K | 0.04% | −10−2.4% | Reduced |
| Triasima Portfolio Management inc. | 403 | $264.9K | 0.02% | −671−62.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 402 | $264.5K | 0.16% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 402 | $264.3K | 0.02% | +77+23.7% | Added |
| Hall Laurie J Trustee | 400 | $263.0K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 400 | $262.9K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $262.9K | 0.19% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 400 | $262.9K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $262.9K | 0.07% | +400 | New |
| Luminvest Wealth Management LLC | 400 | $262.9K | 0.12% | +400 | New |
| Five Oceans Advisors | 399 | $262.2K | 0.14% | −12−2.9% | Reduced |
| Solidarilty Wealth, LLC | 398 | $261.6K | 0.08% | 00.0% | Unchanged |
| United Bank | 397 | $260.9K | 0.03% | +397 | New |
| LVW Advisors, LLC | 394 | $258.9K | 0.04% | +67+20.5% | Added |
| IFG Advisory, LLC | 394 | $258.9K | 0.02% | +394 | New |
| LifePlan Investment Advisors, Inc. | 393 | $258.3K | 0.19% | +393 | New |
| True North Advisors, LLC | 392 | $257.6K | 0.07% | −38−8.8% | Reduced |
| Crown Wealth Group, LLC | 392 | $257.6K | 0.13% | +20+5.4% | Added |
| Quantum Financial Advisors, LLC | 392 | $257.3K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 389 | $255.7K | 0.09% | +2+0.5% | Added |
| Angeles Wealth Management, LLC | 386 | $253.7K | 0.02% | 00.0% | Unchanged |
| BIP Wealth, LLC | 385 | $253.0K | 0.02% | −25−6.1% | Reduced |
| Stage Harbor Financial, LLC | 385 | $253.0K | 0.24% | +74+23.8% | Added |
| Ameritas Advisory Services, LLC | 381 | $250.7K | 0.01% | −14−3.5% | Reduced |
| Compass Ion Advisors, LLC | 384 | $249.6K | 0.04% | 00.0% | Unchanged |
| West Bancorporation Inc | 379 | $249.1K | 0.18% | −7−1.8% | Reduced |
| Seldon Capital LP | 378 | $248.4K | 0.14% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 378 | $248.4K | 0.06% | +188+98.9% | Added |
| Seeds Investor LLC | 377 | $248.0K | 0.13% | +377 | New |
| Advus Financial Partners, LLC | 377 | $247.8K | 0.08% | −12−3.1% | Reduced |
| Kowal Investment Group, LLC | 377 | $247.6K | 0.05% | +377 | New |
| DSC Advisors, L.P. | 376 | $247.1K | 0.82% | −33−8.1% | Reduced |
| Soltis Investment Advisors LLC | 376 | $247.0K | 0.03% | +376 | New |
| Kovack Advisors, Inc. | 375 | $246.6K | 0.03% | −68−15.3% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $246.5K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 375 | $246.4K | 0.02% | −56−13.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 378 | $245.9K | 0.19% | −17−4.3% | Reduced |
| Family Management Corp | 374 | $245.8K | 0.04% | +43+13.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 373 | $245.1K | 0.01% | −114−23.4% | Reduced |
| Foundations Investment Advisors, LLC | 372 | $244.6K | 0.01% | −349−48.4% | Reduced |
| Wade Financial Advisory, Inc | 372 | $244.5K | 0.09% | −25−6.3% | Reduced |
| Guardian Wealth Advisors, LLC | 371 | $243.8K | 0.03% | −1−0.3% | Reduced |
| Rational Advisors LLC | 371 | $243.8K | 0.02% | +371 | New |
| Linscomb & Williams, Inc. | 371 | $243.8K | 0.01% | +371 | New |
| GYL Financial Synergies, LLC | 368 | $242.1K | 0.02% | −20−5.2% | Reduced |
| Johnson Financial Group, Inc. | 368 | $241.9K | 0.01% | +229+164.7% | Added |
| Tandem Investment Advisors, Inc. | 366 | $241.0K | 0.01% | −7−1.9% | Reduced |
| Castle Rock Wealth Management, LLC | 370 | $240.8K | 0.06% | +1+0.3% | Added |
| Prentice Wealth Management LLC | 366 | $240.5K | 0.08% | +31+9.3% | Added |
| Marino, Stram & Associates LLC | 363 | $238.8K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 363 | $238.6K | 0.09% | −477−56.8% | Reduced |
| Heritage Investment Group, Inc. | 363 | $238.0K | 0.05% | +1+0.3% | Added |
| Claro Advisors LLC | 362 | $238.0K | 0.04% | +43+13.5% | Added |
| Aviso Wealth Management | 362 | $237.9K | 0.14% | +17+4.9% | Added |
| Pinnacle Bancorp, Inc. | 362 | $237.9K | 0.07% | 00.0% | Unchanged |
| Wrapmanager Inc | 362 | $237.9K | 0.07% | +31+9.4% | Added |
| Walkner Condon Financial Advisors LLC | 361 | $237.5K | 0.05% | −213−37.1% | Reduced |
| Bank of Stockton | 360 | $236.6K | 0.08% | +25+7.5% | Added |
| Nwam LLC | 359 | $236.1K | 0.07% | +16+4.7% | Added |
| Covestor Ltd | 359 | $236.0K | 0.15% | −61−14.5% | Reduced |
| Successful Portfolios LLC | 358 | $235.3K | 0.16% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 358 | $235.0K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 356 | $234.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 356 | $234.0K | 0.05% | +11+3.2% | Added |
| Reuter James Wealth Management, LLC | 356 | $234.0K | 0.17% | +356 | New |
| Twelve Points Wealth Management LLC | 355 | $233.3K | 0.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 355 | $233.3K | 0.03% | +11+3.2% | Added |
| Rothschild Investment LLC | 355 | $233.3K | 0.02% | +36+11.3% | Added |
| Semus Wealth Partners LLC | 355 | $233.3K | 0.18% | −44−11.0% | Reduced |
| Power Wealth Management LLC | 352 | $231.3K | 0.11% | −349−49.8% | Reduced |
| Braun-Bostich & Associates Inc. | 352 | $231.3K | 0.17% | −303−46.3% | Reduced |
| Ssi Investment Management LLC | 352 | $231.3K | 0.02% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 351 | $230.7K | 0.14% | 00.0% | Unchanged |
| Coastline Trust Co | 351 | $230.7K | 0.03% | −20−5.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 350 | $230.0K | 0.02% | +6+1.7% | Added |
| Vantage Consulting Group Inc | 348 | $228.7K | 0.17% | +23+7.1% | Added |
| Davy Global Fund Management Ltd | 347 | $228.1K | 0.03% | −68−16.4% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $227.4K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 345 | $226.8K | 0.08% | +345 | New |
| Onyx Bridge Wealth Group LLC | 345 | $226.7K | 0.04% | −3−0.9% | Reduced |
| Ifrah Financial Services, Inc. | 345 | $226.6K | 0.06% | −166−32.5% | Reduced |
| Lafayette Investments, Inc. | 344 | $226.1K | 0.05% | +12+3.6% | Added |
| Echo45 Advisors LLC | 344 | $226.1K | 0.16% | −67−16.3% | Reduced |
| Revolve Wealth Partners, LLC | 344 | $226.1K | 0.04% | −39−10.2% | Reduced |
| Mayflower Financial Advisors, LLC | 343 | $225.4K | 0.04% | +9+2.7% | Added |
| MEMBERS Trust Co | 342 | $224.8K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 341 | $224.4K | 0.02% | +32+10.4% | Added |
| Grimes & Company, Inc. | 341 | $224.3K | 0.01% | +341 | New |
| Stonebrook Private Inc. | 341 | $224.1K | 0.06% | −57−14.3% | Reduced |
| Wealth Group, Ltd. | 341 | $224.0K | 0.16% | +5+1.5% | Added |