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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 25,707 | $16.9M | 0.40% | +129+0.5% | Added |
| Gabelli Funds LLC | 25,401 | $16.7M | 0.13% | −526−2.0% | Reduced |
| AMF Pensionsforsakring AB | 25,247 | $16.6M | 0.12% | 00.0% | Unchanged |
| Middleton & Co Inc | 24,662 | $16.2M | 1.88% | −97−0.4% | Reduced |
| Bamco Inc | 24,426 | $16.1M | 0.05% | +1,007+4.3% | Added |
| Ethic Inc. | 24,363 | $16.0M | 0.38% | +916+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 24,233 | $15.9M | 0.64% | −196−0.8% | Reduced |
| Trust Co of Vermont | 24,214 | $15.9M | 0.86% | +758+3.2% | Added |
| Bryn Mawr Trust Co | 24,148 | $15.9M | 0.61% | −410−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 24,043 | $15.8M | 0.31% | +95+0.4% | Added |
| Zevenbergen Capital Investments LLC | 24,001 | $15.8M | 0.34% | −70−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 23,730 | $15.6M | 0.04% | −298−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 23,564 | $15.5M | 1.66% | +2,745+13.2% | Added |
| JustInvest LLC | 23,894 | $15.4M | 0.29% | −365−1.5% | Reduced |
| Gradient Investments LLC | 23,465 | $15.4M | 0.35% | +3,520+17.6% | Added |
| NEOS Investment Management LLC | 23,327 | $15.3M | 0.63% | +7,016+43.0% | Added |
| HFR Wealth Management, LLC | 23,304 | $15.3M | 3.90% | +26+0.1% | Added |
| Balyasny Asset Management LLC | 23,277 | $15.3M | 0.04% | +16,242+230.9% | Added |
| Parallel Advisors, LLC | 22,986 | $15.1M | 0.39% | −116−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 22,887 | $15.0M | 0.29% | −1,246−5.2% | Reduced |
| Trajan Wealth LLC | 22,727 | $14.9M | 0.96% | +2,223+10.8% | Added |
| LTS One Management LP | 22,500 | $14.8M | 4.92% | +22,500 | New |
| Steel Peak Wealth Management LLC | 22,476 | $14.8M | 0.70% | −13,145−36.9% | Reduced |
| JGP Wealth Management, LLC | 22,476 | $14.8M | 2.11% | +417+1.9% | Added |
| Avantax Advisory Services, Inc. | 22,240 | $14.6M | 0.10% | +7,257+48.4% | Added |
| GWM Advisors LLC | 21,979 | $14.4M | 0.11% | +3,583+19.5% | Added |
| First Horizon Advisors, Inc. | 21,650 | $14.2M | 0.43% | −653−2.9% | Reduced |
| Mizuho Securities USA LLC | 21,587 | $14.2M | 0.31% | +21,587 | New |
| Trexquant Investment LP | 21,392 | $14.1M | 0.21% | +21,392 | New |
| Maryland State Retirement & Pension System | 21,350 | $14.0M | 0.26% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 21,238 | $14.0M | 3.56% | −348−1.6% | Reduced |
| YHB Investment Advisors, Inc. | 21,162 | $13.9M | 1.20% | −365−1.7% | Reduced |
| Kentucky Retirement Systems | 21,098 | $13.9M | 0.40% | −161−0.8% | Reduced |
| Quantinno Capital Management LP | 20,962 | $13.8M | 0.25% | +5,623+36.7% | Added |
| Liberty Capital Management, Inc. | 20,815 | $13.7M | 3.24% | −35−0.2% | Reduced |
| Fred Alger Management, LLC | 20,736 | $13.6M | 0.07% | −75,671−78.5% | Reduced |
| Exchange Traded Concepts, LLC | 20,660 | $13.6M | 0.35% | +14,082+214.1% | Added |
| Cohen Klingenstein LLC | 20,600 | $13.5M | 0.49% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 19,906 | $13.1M | 0.27% | +18,947+1,975.7% | Added |
| Montag A & Associates Inc | 19,875 | $13.1M | 0.66% | +245+1.2% | Added |
| Atalanta Sosnoff Capital, LLC | 19,812 | $13.0M | 0.29% | −71−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,770 | $13.0M | 0.26% | −1,022−4.9% | Reduced |
| Compagnie Lombard Odier SCmA | 19,641 | $12.9M | 0.22% | −3,688−15.8% | Reduced |
| Ieq Capital, LLC | 19,565 | $12.9M | 0.17% | +596+3.1% | Added |
| Alley Investment Management Company, LLC | 19,422 | $12.8M | 1.74% | −4,726−19.6% | Reduced |
| Sara-Bay Financial | 19,421 | $12.8M | 5.18% | +647+3.4% | Added |
| Advisors Asset Management, Inc. | 19,386 | $12.7M | 0.25% | +1,000+5.4% | Added |
| Patten & Patten Inc | 19,384 | $12.7M | 0.89% | −256−1.3% | Reduced |
| Hantz Financial Services, Inc. | 19,169 | $12.6M | 0.24% | +359+1.9% | Added |
| Banque Cantonale Vaudoise | 19,048 | $12.5M | 0.50% | +1,371+7.8% | Added |
| Bessemer Group Inc | 18,769 | $12.3M | 0.02% | −907−4.6% | Reduced |
| Sanctuary Advisors, LLC | 19,377 | $12.3M | 0.09% | +19,377 | New |
| First Long Island Investors, LLC | 18,700 | $12.3M | 1.04% | −1,700−8.3% | Reduced |
| Tiaa Trust, National Association | 18,346 | $12.1M | 0.04% | −13,767−42.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,219 | $12.0M | 0.76% | +158+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 18,182 | $11.9M | 0.17% | +1,533+9.2% | Added |
| Bailard, Inc. | 18,021 | $11.8M | 0.33% | +619+3.6% | Added |
| Walleye Capital LLC | 17,991 | $11.8M | 0.12% | +4,171+30.2% | Added |
| Bokf, NA | 17,959 | $11.8M | 0.21% | −2,580−12.6% | Reduced |
| Hartford Investment Management Co | 17,948 | $11.8M | 0.40% | −150−0.8% | Reduced |
| Jump Financial, LLC | 17,885 | $11.8M | 0.24% | +7,936+79.8% | Added |
| Peapack Gladstone Financial Corp | 17,861 | $11.7M | 0.18% | −42−0.2% | Reduced |
| Arcadia Investment Management Corp | 17,767 | $11.7M | 1.99% | −1,967−10.0% | Reduced |
| Sienna Gestion | 17,685 | $11.6M | 1.03% | −5,024−22.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,654 | $11.6M | 0.35% | −6,002−25.4% | Reduced |
| Financial Counselors Inc | 17,651 | $11.6M | 0.19% | −112−0.6% | Reduced |
| Huntington National Bank | 17,648 | $11.6M | 0.09% | −685−3.7% | Reduced |
| Davenport & Co LLC | 17,631 | $11.6M | 0.07% | −174,572−90.8% | Reduced |
| Evexia Wealth LLC | 17,951 | $11.6M | 4.34% | +147+0.8% | Added |
| Impax Asset Management Group plc | 17,489 | $11.5M | 0.05% | −470−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,343 | $11.4M | 0.01% | +1,230+7.6% | Added |
| 2Xideas AG | 17,241 | $11.3M | 1.41% | +265+1.6% | Added |
| Pitcairn Co | 17,156 | $11.3M | 0.69% | +2,530+17.3% | Added |
| XXEC, Inc. | 17,143 | $11.3M | 8.70% | −587−3.3% | Reduced |
| Hudson Bay Capital Management LP | 17,053 | $11.2M | 0.08% | +17,053 | New |
| Motco | 17,025 | $11.2M | 0.66% | +241+1.4% | Added |
| GHP Investment Advisors, Inc. | 16,928 | $11.1M | 0.56% | −224−1.3% | Reduced |
| Azimuth Capital Investment Management LLC | 16,869 | $11.1M | 0.45% | +44+0.3% | Added |
| Two Sigma Investments, LP | 16,773 | $11.0M | 0.03% | +13,773+459.1% | Added |
| CWM, LLC | 16,683 | $11.0M | 0.05% | +276+1.7% | Added |
| Ithaka Group LLC | 16,618 | $10.9M | 2.02% | −150−0.9% | Reduced |
| Alberta Investment Management Corp | 16,612 | $10.9M | 0.12% | +9,912+147.9% | Added |
| Headinvest, LLC | 16,490 | $10.8M | 2.13% | −217−1.3% | Reduced |
| Apriem Advisors | 16,459 | $10.8M | 1.32% | +16,459 | New |
| Addenda Capital Inc. | 16,413 | $10.8M | 0.42% | +1,245+8.2% | Added |
| Rakuten Investment Management, Inc. | 16,511 | $10.8M | 0.07% | +6,299+61.7% | Added |
| Pinnacle Financial Partners Inc | 16,232 | $10.7M | 0.23% | +807+5.2% | Added |
| Tocqueville Asset Management L.P. | 16,105 | $10.6M | 0.17% | +428+2.7% | Added |
| Central Bank & Trust Co | 16,095 | $10.6M | 1.47% | −650−3.9% | Reduced |
| Securian Asset Management, Inc | 16,089 | $10.6M | 0.31% | −400−2.4% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $10.5M | 1.26% | −5,222−24.6% | Reduced |
| Dnca Finance | 15,800 | $10.4M | 0.89% | +15,800 | New |
| Barlow Wealth Partners, Inc. | 16,488 | $10.2M | 1.42% | −4,532−21.6% | Reduced |
| GAM Holding AG | 15,440 | $10.1M | 0.78% | +2,074+15.5% | Added |
| Makena Capital Management LLC | 15,396 | $10.1M | 2.34% | −8,656−36.0% | Reduced |
| Glenmede Trust Co NA | 15,286 | $10.0M | 0.05% | −3,703−19.5% | Reduced |
| Amica Mutual Insurance Co | 15,222 | $10.0M | 0.99% | −2,294−13.1% | Reduced |
| Boston Private Wealth LLC | 15,192 | $9.98M | 0.25% | −458−2.9% | Reduced |
| LMCG Investments, LLC | 15,151 | $9.96M | 0.58% | +471+3.2% | Added |
| Scissortail Wealth Management, LLC | 20,443 | $9.94M | 2.53% | +19,751+2,854.2% | Added |