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
- 1,966
- +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
- 687 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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 339 | $222.7K | 0.09% | +46+15.7% | Added |
| Emerald Advisors, LLC | 338 | $222.5K | 0.03% | +20+6.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 356 | $222.4K | 0.05% | −12−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 338 | $222.1K | 0.01% | −114−25.2% | Reduced |
| Harbour Investments, Inc. | 337 | $221.8K | 0.01% | −17−4.8% | Reduced |
| Canvas Wealth Advisors, LLC | 348 | $221.3K | 0.07% | +1+0.3% | Added |
| United Community Bank | 335 | $220.2K | 0.09% | 00.0% | Unchanged |
| Gladius Capital Management LP | 334 | $219.5K | 0.22% | −130−28.0% | Reduced |
| Azzad Asset Management Inc | 332 | $218.4K | 0.03% | −20−5.7% | Reduced |
| Occudo Quantitative Strategies LP | 332 | $218.2K | 0.04% | +332 | New |
| Sound Income Strategies, LLC | 331 | $217.7K | 0.01% | −8−2.4% | Reduced |
| TCG Advisory Services, LLC | 330 | $216.9K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 328 | $215.6K | 0.03% | −8−2.4% | Reduced |
| Naples Global Advisors, LLC | 327 | $215.2K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 327 | $214.9K | 0.01% | −737−69.3% | Reduced |
| Barings LLC | 327 | $214.9K | 0.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 323 | $212.6K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 323 | $212.3K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 323 | $212.3K | 0.14% | +323 | New |
| Cornerstone Wealth Management, LLC | 323 | $212.1K | 0.02% | −27−7.7% | Reduced |
| UMA Financial Services, Inc. | 318 | $211.8K | 0.04% | +318 | New |
| Werba Rubin Papier Wealth Management | 322 | $211.6K | 0.06% | −24−6.9% | Reduced |
| MGO Private Wealth, LLC | 322 | $211.6K | 0.13% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 321 | $211.0K | 0.02% | +1+0.3% | Added |
| Blue Chip Partners, Inc. | 320 | $210.0K | 0.02% | −3−0.9% | Reduced |
| Willis Johnson & Associates, Inc. | 319 | $209.7K | 0.02% | +319 | New |
| Renasant Bank | 319 | $209.7K | 0.14% | −50−13.6% | Reduced |
| Gould Asset Management LLC | 319 | $209.7K | 0.05% | +319 | New |
| Florida Financial Advisors, LLC | 319 | $209.3K | 0.13% | +319 | New |
| Hemington Wealth Management | 319 | $209.0K | 0.07% | +5+1.6% | Added |
| AJOVista, LLC | 318 | $209.0K | 0.60% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 318 | $209.0K | 0.04% | +318 | New |
| Diversified, LLC | 318 | $209.0K | 0.02% | +318 | New |
| Chesapeake Wealth Management | 318 | $209.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 317 | $208.2K | 0.03% | +317 | New |
| Harel Insurance Investments & Financial Services Ltd. | 317 | $208.0K | 0.00% | −445−58.4% | Reduced |
| Westmount Partners, LLC | 318 | $206.9K | 0.07% | 00.0% | Unchanged |
| Leo Wealth, LLC | 314 | $206.3K | 0.02% | −35−10.0% | Reduced |
| Riverview Trust Co | 313 | $205.7K | 0.19% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 313 | $205.7K | 0.03% | 00.0% | Unchanged |
| Retirement Solution Inc. | 312 | $205.1K | 0.06% | −3−1.0% | Reduced |
| Oxford Asset Management LLP | 312 | $205.1K | 0.20% | +312 | New |
| Main Street Financial Solutions, LLC | 312 | $205.1K | 0.02% | +312 | New |
| Fulton Breakefield Broenniman LLC | 311 | $204.4K | 0.02% | +1+0.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 310 | $203.7K | 0.05% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 308 | $202.0K | 0.01% | +308 | New |
| One Capital Management, LLC | 307 | $201.8K | 0.01% | +307 | New |
| Compton Wealth Advisory Group, LLC | 307 | $201.8K | 0.05% | +307 | New |
| Canopy Partners, LLC | 306 | $201.1K | 0.09% | −107−25.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 306 | $201.1K | 0.01% | +306 | New |
| Apexium Financial, LP | 305 | $200.4K | 0.01% | −49−13.8% | Reduced |
| Orrstown Financial Services Inc | 305 | $200.4K | 0.11% | +305 | New |
| Pine Haven Investment Counsel, Inc | 305 | $200.4K | 0.17% | +305 | New |
| Patrick M Sweeney & Associates, Inc | 305 | $200.4K | 0.16% | +305 | New |
| Paradigm Asset Management Co LLC | 300 | $197.2K | 0.06% | +300 | New |
| AdvisorNet Financial, Inc | 298 | $195.9K | 0.02% | −29−8.9% | Reduced |
| Park Place Capital Corp | 296 | $194.5K | 0.06% | −29−8.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 293 | $192.7K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 293 | $192.6K | 0.12% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 268 | $176.1K | 0.00% | −4,620−94.5% | Reduced |
| Valley National Advisers Inc | 263 | $173.0K | 0.03% | −11−4.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 262 | $172.2K | 0.03% | −28−9.7% | Reduced |
| Hexagon Capital Partners LLC | 257 | $168.9K | 0.04% | +22+9.4% | Added |
| Western Pacific Wealth Management, LP | 252 | $165.6K | 0.13% | −13−4.9% | Reduced |
| EntryPoint Capital, LLC | 247 | $162.3K | 0.08% | +154+165.6% | Added |
| DT Investment Partners, LLC | 246 | $161.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 245 | $161.0K | 0.01% | +65+36.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 233 | $153.4K | 0.09% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 232 | $152.5K | 0.09% | −582−71.5% | Reduced |
| Capital Analysts, LLC | 231 | $152.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 230 | $151.2K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 227 | $149.2K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 227 | $149.1K | 0.08% | −7−3.0% | Reduced |
| Main Street Group, LTD | 226 | $146.6K | 0.06% | +1+0.4% | Added |
| Mizuho Securities Co. Ltd. | 220 | $144.6K | 0.34% | +100+83.3% | Added |
| Larson Financial Group LLC | 217 | $142.7K | 0.01% | +96+79.3% | Added |
| St Germain D J Co Inc | 207 | $136.0K | 0.01% | +10+5.1% | Added |
| Islay Capital Management, LLC | 205 | $134.7K | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 200 | $131.4K | 0.10% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $129.5K | 0.07% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $126.8K | 0.06% | −461−70.5% | Reduced |
| Farmers & Merchants Investments Inc | 190 | $124.9K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $122.9K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 181 | $119.0K | 0.04% | +30+19.9% | Added |
| Indiana Trust & Investment Management CO | 180 | $118.3K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 171 | $112.4K | 0.00% | −164−49.0% | Reduced |
| Washington Trust Co | 168 | $110.5K | 0.00% | +16+10.5% | Added |
| Atlas Capital Advisors LLC | 168 | $110.4K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 163 | $107.1K | 0.00% | −2,610−94.1% | Reduced |
| NBC Securities, Inc. | 163 | $107.0K | 0.01% | +1+0.6% | Added |
| ORG Partners LLC | 162 | $105.5K | 0.01% | +155+2,214.3% | Added |
| Avalon Trust Co | 157 | $103.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $99.0K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 140 | $92.3K | 0.03% | +1+0.7% | Added |
| Private Wealth Management Group, LLC | 134 | $88.1K | 0.04% | +3+2.3% | Added |
| Continuum Advisory, LLC | 133 | $87.4K | 0.01% | +39+41.5% | Added |
| McMahon Financial Advisors, LLC | 133 | $87.4K | 0.02% | +133 | New |
| Loomis Sayles & Co L P | 133 | $87.0K | 0.00% | +2+1.5% | Added |
| Global Financial Private Client, LLC | 129 | $84.8K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 125 | $82.2K | 0.12% | 00.0% | Unchanged |