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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 125 | $82.2K | 0.04% | +123+6,150.0% | Added |
| Redmont Wealth Advisors LLC | 124 | $81.5K | 0.13% | 00.0% | Unchanged |
| Caitlin John, LLC | 118 | $77.8K | 0.06% | +6+5.4% | Added |
| Center for Financial Planning, Inc. | 115 | $75.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 115 | $75.5K | 0.05% | −4−3.4% | Reduced |
| GW&K Investment Management, LLC | 113 | $74.0K | 0.00% | +6+5.6% | Added |
| Hilltop National Bank | 110 | $72.3K | 0.02% | +2+1.9% | Added |
| SJS Investment Consulting Inc. | 107 | $70.3K | 0.01% | −1−0.9% | Reduced |
| Custom Portfolio Group LLC | 107 | $70.3K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 106 | $69.7K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 104 | $68.3K | 0.01% | +23+28.4% | Added |
| SWS Partners | 101 | $66.7K | 0.02% | +101 | New |
| Addison Advisors LLC | 100 | $65.7K | 0.02% | −2−2.0% | Reduced |
| DecisionPoint Financial, LLC | 100 | $64.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 98 | $64.7K | 0.01% | +21+27.3% | Added |
| Operose Advisors LLC | 95 | $62.4K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 94 | $62.0K | 0.01% | +2+2.2% | Added |
| Coppell Advisory Solutions LLC | 92 | $60.5K | 0.01% | +92 | New |
| Toth Financial Advisory Corp | 90 | $59.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 89 | $58.5K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $56.6K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 85 | $56.1K | 0.02% | −3−3.4% | Reduced |
| Ransom Advisory, Ltd | 84 | $55.2K | 0.03% | +84 | New |
| Princeton Global Asset Management LLC | 82 | $54.2K | 0.01% | −41−33.3% | Reduced |
| Key Financial Inc | 80 | $52.6K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $49.3K | 0.00% | +75 | New |
| Piscataqua Savings Bank | 75 | $49.3K | 0.04% | −15−16.7% | Reduced |
| First United Bank Trust | 74 | $48.6K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $47.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 72 | $47.3K | 0.01% | +18+33.3% | Added |
| Kings Path Partners LLC | 72 | $47.3K | 0.02% | +72 | New |
| Cornerstone Planning Group LLC | 78 | $47.0K | 0.01% | −5−6.0% | Reduced |
| Horizon Bancorp Inc | 68 | $45.0K | 0.02% | −25−26.9% | Reduced |
| Atwood & Palmer Inc | 67 | $44.0K | 0.00% | −2−2.9% | Reduced |
| Sachetta, LLC | 68 | $43.2K | 0.02% | +6+9.7% | Added |
| Barrett & Company, Inc. | 65 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 65 | $42.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $42.7K | 0.02% | +65 | New |
| Camelot Portfolios, LLC | 65 | $42.7K | 0.02% | +65 | New |
| Spectrum Wealth Counsel, LLC | 65 | $42.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 64 | $42.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $39.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $39.4K | 0.01% | +44+275.0% | Added |
| J.Safra Asset Management Corp | 60 | $39.4K | 0.00% | +60 | New |
| Trifecta Capital Advisors, LLC | 59 | $38.8K | 0.01% | +35+145.8% | Added |
| Bogart Wealth, LLC | 55 | $36.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $35.5K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 53 | $34.8K | 0.01% | +53 | New |
| MCF Advisors LLC | 51 | $33.5K | 0.00% | +3+6.3% | Added |
| City State Bank | 50 | $32.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $32.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $32.9K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $32.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $32.9K | 0.01% | +25+100.0% | Added |
| Provenance Wealth Advisors, LLC | 46 | $30.2K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 46 | $30.2K | 0.00% | +6+15.0% | Added |
| VisionPoint Advisory Group, LLC | 45 | $29.6K | 0.01% | +24+114.3% | Added |
| Optimum Investment Advisors | 44 | $28.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 43 | $28.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 42 | $27.6K | 0.00% | −2−4.5% | Reduced |
| West Branch Capital LLC | 40 | $26.3K | 0.01% | −3−7.0% | Reduced |
| Cultivar Capital, Inc. | 40 | $26.3K | 0.02% | +40 | New |
| Tortoise Investment Management, LLC | 40 | $26.3K | 0.00% | +12+42.9% | Added |
| Fairway Wealth LLC | 40 | $26.3K | 0.02% | +40 | New |
| Creative Financial Designs Inc | 38 | $25.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 38 | $25.0K | 0.05% | +38 | New |
| Frazier Financial Advisors, LLC | 37 | $24.3K | 0.02% | −8−17.8% | Reduced |
| Clear Street Markets LLC | 37 | $24.0K | 0.01% | +37 | New |
| Grayhawk Investment Strategies Inc. | 36 | $23.7K | 0.11% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 36 | $23.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $23.7K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 33 | $21.7K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 33 | $21.7K | 0.01% | +28+560.0% | Added |
| Old Point Trust & Financial Services N A | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 32 | $21.0K | 0.01% | +5+18.5% | Added |
| Hollencrest Capital Management | 31 | $20.4K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 30 | $19.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $19.2K | 0.01% | +6+26.1% | Added |
| RFP Financial Group LLC | 28 | $18.4K | 0.01% | +8+40.0% | Added |
| Kelly Financial Services LLC | 27 | $17.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $17.7K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 28 | $17.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 25 | $16.4K | 0.01% | +25 | New |
| Creekmur Asset Management LLC | 25 | $16.4K | 0.00% | −1−3.8% | Reduced |
| NewSquare Capital LLC | 25 | $16.4K | 0.00% | +25 | New |
| REAP Financial Group, LLC | 22 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 22 | $14.5K | 0.01% | −43−66.2% | Reduced |
| Raffa Wealth Management, LLC | 22 | $14.5K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 22 | $14.5K | 0.01% | +22 | New |
| First Pacific Financial | 21 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20 | $13.1K | 0.00% | +20 | New |
| Avion Wealth | 20 | $13.0K | 0.00% | +5+33.3% | Added |
| Providence Capital Advisors, LLC | 19 | $12.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $12.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $12.5K | 0.01% | −1−5.0% | Reduced |
| First Financial Corp | 18 | $11.8K | 0.01% | −30−62.5% | Reduced |
| Archer Investment Corp | 18 | $11.5K | 0.00% | −10−35.7% | Reduced |
| SOA Wealth Advisors, LLC. | 17 | $11.2K | 0.00% | −67−79.8% | Reduced |
| Core Alternative Capital | 17 | $11.2K | 0.00% | 00.0% | Unchanged |