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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 47,187 | $31.0M | 0.07% | +431+0.9% | Added |
| DnB Asset Management AS | 46,968 | $30.9M | 0.15% | −23,631−33.5% | Reduced |
| Shelton Capital Management | 46,050 | $30.3M | 0.83% | −4,434−8.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 45,046 | $29.6M | 1.11% | −229−0.5% | Reduced |
| Utah Retirement Systems | 44,981 | $29.6M | 0.35% | −2,415−5.1% | Reduced |
| ING Groep NV | 44,326 | $29.1M | 0.17% | −38,008−46.2% | Reduced |
| Prio Wealth Limited Partnership | 44,282 | $29.1M | 0.87% | −5,041−10.2% | Reduced |
| Manning & Napier Advisors LLC | 44,254 | $29.1M | 0.33% | +44,254 | New |
| ThornTree Capital Partners LP | 43,937 | $28.9M | 4.92% | −4,803−9.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 43,824 | $28.8M | 0.34% | +2,500+6.0% | Added |
| Boston Common Asset Management, LLC | 43,510 | $28.6M | 0.73% | −9,099−17.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 43,499 | $28.6M | 0.07% | −1,780−3.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 43,351 | $28.5M | 0.25% | −7,942−15.5% | Reduced |
| LGT Group Foundation | 43,052 | $28.3M | 0.45% | +32,208+297.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $28.2M | 0.28% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 42,214 | $27.7M | 0.28% | −235−0.6% | Reduced |
| Worldquant Millennium Advisors LLC | 42,144 | $27.7M | 0.25% | +42,144 | New |
| Chilton Capital Management LLC | 41,943 | $27.6M | 1.23% | −847−2.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 41,727 | $27.4M | 1.18% | +597+1.5% | Added |
| Pacer Advisors, Inc. | 41,621 | $27.4M | 0.06% | +4,730+12.8% | Added |
| De Burlo Group Inc | 41,495 | $27.3M | 3.67% | −320−0.8% | Reduced |
| Mercer Global Advisors Inc | 41,265 | $27.1M | 0.07% | +13,715+49.8% | Added |
| Geneva Capital Management LLC | 40,994 | $26.9M | 0.49% | −29,806−42.1% | Reduced |
| Troy Asset Management Ltd | 40,877 | $26.9M | 0.87% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 40,541 | $26.6M | 0.48% | +2,212+5.8% | Added |
| Main Street Research LLC | 40,420 | $26.6M | 1.75% | +1,830+4.7% | Added |
| Munro Partners | 40,362 | $26.5M | 0.98% | −77,015−65.6% | Reduced |
| MUFG Securities EMEA plc | 39,999 | $26.3M | 1.17% | +39,999 | New |
| Wendell David Associates Inc | 39,956 | $26.3M | 2.68% | −165−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,842 | $26.2M | 0.64% | −11,457−22.3% | Reduced |
| McDaniel Terry & Co | 39,821 | $26.2M | 2.28% | +782+2.0% | Added |
| Mutual of America Capital Management LLC | 39,681 | $26.1M | 0.29% | +1,963+5.2% | Added |
| Davidson Investment Advisors | 39,586 | $26.0M | 1.34% | +841+2.2% | Added |
| Los Angeles Capital Management LLC | 39,293 | $25.8M | 0.09% | −52,639−57.3% | Reduced |
| Whittier Trust Co | 39,179 | $25.7M | 0.37% | +1,426+3.8% | Added |
| Hillman Co | 38,994 | $25.6M | 12.29% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 38,966 | $25.6M | 0.11% | −1,073−2.7% | Reduced |
| Moran Wealth Management, LLC | 38,797 | $25.5M | 0.84% | −111−0.3% | Reduced |
| Louisiana State Employees Retirement System | 38,000 | $25.0M | 0.48% | −300−0.8% | Reduced |
| Wealthfront Advisers LLC | 37,741 | $24.8M | 0.08% | −1,674−4.2% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 37,723 | $24.8M | 6.50% | +10,674+39.5% | Added |
| Yousif Capital Management, LLC | 37,694 | $24.8M | 0.28% | −341−0.9% | Reduced |
| State of Alaska, Department of Revenue | 37,444 | $24.6M | 0.28% | −680−1.8% | Reduced |
| Sapient Capital LLC | 37,353 | $24.5M | 0.51% | +387+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 37,299 | $24.5M | 0.22% | −1,937−4.9% | Reduced |
| Jasper Ridge Partners, L.P. | 37,220 | $24.5M | 0.79% | +55+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 36,834 | $24.4M | 0.21% | +32,533+756.4% | Added |
| M&G Plc | 36,648 | $24.1M | 0.14% | +1,542+4.4% | Added |
| Prudential PLC | 36,607 | $24.1M | 0.17% | +6,285+20.7% | Added |
| Allen Investment Management LLC | 36,354 | $23.9M | 0.29% | +714+2.0% | Added |
| Tower Research Capital LLC (TRC) | 36,159 | $23.8M | 0.40% | +13,710+61.1% | Added |
| RMB Capital Management, LLC | 35,457 | $23.3M | 0.56% | −965−2.6% | Reduced |
| 1832 Asset Management L.P. | 35,164 | $23.1M | 0.04% | −748−2.1% | Reduced |
| Rockland Trust Co | 34,743 | $22.8M | 1.20% | −114−0.3% | Reduced |
| F/M Investments LLC | 34,530 | $22.7M | 0.82% | +34,530 | New |
| QRG Capital Management, Inc. | 34,417 | $22.6M | 0.27% | +14,129+69.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,365 | $22.6M | 0.09% | −4,048−10.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 34,356 | $22.6M | 0.02% | +19,301+128.2% | Added |
| Brinker Capital Investments, LLC | 34,326 | $22.6M | 0.24% | −5,308−13.4% | Reduced |
| Orion Portfolio Solutions, LLC | 34,326 | $22.6M | 0.24% | −5,308−13.4% | Reduced |
| Harvest Portfolios Group Inc. | 34,049 | $22.4M | 0.86% | +198+0.6% | Added |
| MML Investors Services, LLC | 33,716 | $22.2M | 0.09% | −5,658−14.4% | Reduced |
| Northwest & Ethical Investments L.P. | 33,619 | $22.1M | 0.63% | +1,345+4.2% | Added |
| Talbot Financial, LLC | 33,353 | $21.9M | 2.88% | +159+0.5% | Added |
| Twin Tree Management, LP | 33,245 | $21.8M | 0.64% | +17,331+108.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 33,235 | $21.8M | 0.75% | −2,479−6.9% | Reduced |
| Bridges Investment Management Inc | 31,987 | $21.0M | 0.32% | +26,963+536.7% | Added |
| Advisor Group Holdings, Inc. | 31,618 | $20.8M | 0.05% | −270−0.8% | Reduced |
| Janney Montgomery Scott LLC | 31,163 | $20.5M | 0.06% | +768+2.5% | Added |
| Raub Brock Capital Management LP | 30,887 | $20.3M | 4.43% | −1,275−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,844 | $20.3M | 0.03% | −372−1.2% | Reduced |
| Lyell Wealth Management, LP | 30,685 | $20.2M | 1.93% | +1,285+4.4% | Added |
| Segment Wealth Management, LLC | 30,648 | $20.1M | 1.49% | +431+1.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 30,629 | $20.1M | 1.74% | +2,953+10.7% | Added |
| Sycomore Asset Management | 31,553 | $20.1M | 3.54% | +6,039+23.7% | Added |
| Crossmark Global Holdings, Inc. | 30,460 | $20.0M | 0.38% | +7,202+31.0% | Added |
| Cim, LLC | 32,034 | $19.9M | 2.99% | −163−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 29,936 | $19.7M | 0.50% | −2,061−6.4% | Reduced |
| Montag & Caldwell, LLC | 29,866 | $19.6M | 3.96% | −1,720−5.4% | Reduced |
| Copeland Capital Management, LLC | 29,735 | $19.5M | 0.37% | +1,002+3.5% | Added |
| Lido Advisors, LLC | 29,207 | $19.2M | 0.16% | +186+0.6% | Added |
| Abner Herrman & Brock LLC | 29,130 | $19.1M | 2.43% | −96−0.3% | Reduced |
| Congress Wealth Management LLC | 28,964 | $19.0M | 0.30% | +1,328+4.8% | Added |
| Forte Capital LLC | 28,486 | $18.7M | 2.26% | −902−3.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 28,209 | $18.5M | 0.58% | +2,210+8.5% | Added |
| Manchester Global Management (UK) Ltd | 28,208 | $18.5M | 3.26% | −15,318−35.2% | Reduced |
| iA Global Asset Management Inc. | 28,081 | $18.5M | 0.35% | +1,104+4.1% | Added |
| Overbrook Management Corp | 27,837 | $18.3M | 4.62% | −499−1.8% | Reduced |
| Millennium Management LLC | 27,820 | $18.3M | 0.02% | −1,464−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,718 | $18.2M | 0.19% | +1,896+7.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,528 | $18.1M | 0.04% | +260+1.0% | Added |
| Atria Investments LLC | 27,392 | $18.0M | 0.23% | +2,465+9.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,288 | $17.9M | 0.06% | +580+2.2% | Added |
| Illinois Municipal Retirement Fund | 27,153 | $17.8M | 0.27% | −111−0.4% | Reduced |
| Global X Japan Co., Ltd. | 26,739 | $17.6M | 2.49% | +6,828+34.3% | Added |
| Earnest Partners LLC | 26,671 | $17.5M | 0.08% | −172−0.6% | Reduced |
| Sit Investment Associates Inc | 26,648 | $17.5M | 0.40% | −6,072−18.6% | Reduced |
| Appleton Partners Inc | 26,614 | $17.5M | 1.35% | +1,587+6.3% | Added |
| Commerce Bank | 26,182 | $17.2M | 0.11% | +596+2.3% | Added |
| Profund Advisors LLC | 26,106 | $17.2M | 0.64% | +52+0.2% | Added |