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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 15,075 | $9.91M | 0.34% | +719+5.0% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $9.86M | 2.08% | 00.0% | Unchanged |
| Moore Capital Management, LP | 14,931 | $9.81M | 0.22% | +8,710+140.0% | Added |
| Westpac Banking Corp | 14,916 | $9.80M | 0.78% | −14,911−50.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,891 | $9.79M | 0.20% | −366−2.4% | Reduced |
| Allianz SE | 14,867 | $9.77M | 0.29% | −1,972−11.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,707 | $9.67M | 0.27% | +218+1.5% | Added |
| Oak Ridge Investments LLC | 14,530 | $9.55M | 0.91% | +602+4.3% | Added |
| Thematics Asset Management | 14,511 | $9.54M | 0.39% | −1,548−9.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,414 | $9.47M | 0.16% | −2,527−14.9% | Reduced |
| Thrivent Financial for Lutherans | 14,345 | $9.43M | 0.02% | +186+1.3% | Added |
| Unio Capital LLC | 14,319 | $9.41M | 3.95% | +714+5.2% | Added |
| Flputnam Investment Management Co | 14,255 | $9.37M | 0.18% | +3,615+34.0% | Added |
| L & S Advisors Inc | 14,186 | $9.32M | 1.06% | +185+1.3% | Added |
| CIBC World Markets Inc. | 14,148 | $9.30M | 0.02% | +5,009+54.8% | Added |
| Parkwood LLC | 14,146 | $9.30M | 1.17% | −83−0.6% | Reduced |
| Cornerstone Advisors, LLC | 14,100 | $9.27M | 0.38% | −800−5.4% | Reduced |
| New Mexico Educational Retirement Board | 14,078 | $9.25M | 0.32% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 14,032 | $9.22M | 1.80% | +120+0.9% | Added |
| Chartwell Investment Partners, LLC | 14,004 | $9.20M | 0.32% | +28+0.2% | Added |
| American Money Management, LLC | 13,971 | $9.18M | 1.96% | −433−3.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,847 | $9.10M | 0.19% | +4,276+44.7% | Added |
| BTC Capital Management, Inc. | 13,802 | $9.07M | 0.84% | −105−0.8% | Reduced |
| Carmignac Gestion | 13,750 | $9.03M | 0.15% | +2,435+21.5% | Added |
| Cyrus J. Lawrence, LLC | 13,699 | $9.00M | 1.87% | +33+0.2% | Added |
| MAI Capital Management | 13,533 | $8.89M | 0.09% | −165−1.2% | Reduced |
| TownSquare Capital, LLC | 13,405 | $8.81M | 0.12% | +1,668+14.2% | Added |
| TD Waterhouse Canada Inc. | 13,201 | $8.59M | 0.08% | −100−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 13,041 | $8.57M | 0.01% | −25,608−66.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,969 | $8.52M | 0.89% | +396+3.1% | Added |
| Anderson Hoagland & Co | 13,051 | $8.49M | 0.89% | −3,300−20.2% | Reduced |
| Citizens Financial Group Inc | 12,815 | $8.42M | 0.19% | −4,498−26.0% | Reduced |
| Kingfisher Capital LLC | 12,784 | $8.40M | 1.96% | −96−0.7% | Reduced |
| Fulcrum Capital LLC | 12,734 | $8.37M | 1.91% | +186+1.5% | Added |
| Buck Wealth Strategies, LLC | 12,626 | $8.30M | 2.45% | +7,541+148.3% | Added |
| Jennison Associates LLC | 12,591 | $8.27M | 0.01% | +5,690+82.5% | Added |
| Eagle Capital Management, LLC | 12,459 | $8.19M | 3.61% | −204−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 12,408 | $8.15M | 0.10% | +837+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,384 | $8.14M | 0.03% | −178−1.4% | Reduced |
| Norinchukin Bank, The | 12,362 | $8.12M | 0.23% | +161+1.3% | Added |
| Jacobs & Co | 12,243 | $8.05M | 0.84% | +543+4.6% | Added |
| Kinneret Advisory, LLC | 12,231 | $8.04M | 0.77% | +1,762+16.8% | Added |
| Advisory Services Network, LLC | 12,208 | $8.02M | 0.17% | +429+3.6% | Added |
| Axxcess Wealth Management, LLC | 12,062 | $7.93M | 0.22% | +5,554+85.3% | Added |
| EFG Asset Management (Americas) Corp. | 12,040 | $7.91M | 1.55% | +3,564+42.0% | Added |
| Stephens Inc | 11,963 | $7.86M | 0.12% | −2,641−18.1% | Reduced |
| American National Bank | 11,836 | $7.78M | 0.97% | +1,394+13.3% | Added |
| Donaldson Capital Management, LLC | 11,821 | $7.77M | 0.33% | +459+4.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 11,719 | $7.70M | 0.38% | +11,719 | New |
| Guinness Atkinson Asset Management Inc | 11,592 | $7.62M | 3.73% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 11,545 | $7.54M | 0.11% | −333−2.8% | Reduced |
| Stonebridge Capital Management Inc | 11,410 | $7.50M | 3.20% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 11,346 | $7.46M | 0.20% | +4,701+70.7% | Added |
| Marietta Wealth Management, LLC | 11,332 | $7.45M | 1.16% | −152−1.3% | Reduced |
| Vinva Investment Management Ltd | 11,413 | $7.43M | 0.38% | +3,336+41.3% | Added |
| Omers Administration Corp | 11,298 | $7.43M | 0.07% | +11,298 | New |
| Campbell Capital Management Inc | 11,296 | $7.42M | 3.19% | +1,391+14.0% | Added |
| Steward Partners Investment Advisory, LLC | 11,267 | $7.40M | 0.08% | +647+6.1% | Added |
| Park Avenue Securities LLC | 11,257 | $7.40M | 0.09% | +1,328+13.4% | Added |
| Maytus Capital Management, LLC | 11,120 | $7.31M | 2.61% | +11,120 | New |
| Ameritas Investment Partners, Inc. | 11,090 | $7.29M | 0.25% | −82−0.7% | Reduced |
| Carderock Capital Management Inc | 11,030 | $7.25M | 1.90% | −41−0.4% | Reduced |
| Oppenheimer & Co Inc | 11,012 | $7.24M | 0.11% | −608−5.2% | Reduced |
| BDF-Gestion | 10,949 | $7.20M | 0.69% | +10,949 | New |
| Lindbrook Capital, LLC | 10,927 | $7.18M | 0.67% | −1,362−11.1% | Reduced |
| Raymond James Trust N.A. | 10,915 | $7.17M | 0.17% | +189+1.8% | Added |
| Siemens Fonds Invest GmbH | 10,859 | $7.14M | 0.53% | −170−1.5% | Reduced |
| HM Payson & Co | 10,850 | $7.13M | 0.13% | 00.0% | Unchanged |
| Oribel Capital Management, LP | 10,800 | $7.10M | 0.96% | +10,800 | New |
| Strategic Wealth Partners, Ltd. | 10,760 | $7.07M | 0.74% | +420+4.1% | Added |
| Motley Fool Asset Management LLC | 10,861 | $7.07M | 0.47% | +2,589+31.3% | Added |
| Public Sector Pension Investment Board | 10,717 | $7.04M | 0.04% | +4,483+71.9% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,644 | $7.00M | 1.09% | −1,129−9.6% | Reduced |
| Two Point Capital Management, Inc. | 10,642 | $6.99M | 2.81% | +35+0.3% | Added |
| Trust Co of Virginia | 10,637 | $6.99M | 0.67% | −151−1.4% | Reduced |
| SYSTM Wealth Solutions LLC | 10,629 | $6.99M | 1.56% | −4,982−31.9% | Reduced |
| Ted Buchan & Co | 10,622 | $6.98M | 3.75% | +10,107+1,962.5% | Added |
| Wolverine Trading, LLC | 10,606 | $6.97M | 0.11% | −5,517−34.2% | Reduced |
| Dynamic Advisor Solutions LLC | 10,548 | $6.93M | 0.22% | +167+1.6% | Added |
| Massmutual Trust Co FSB | 10,518 | $6.91M | 0.21% | +548+5.5% | Added |
| Duncker Streett & Co Inc | 10,451 | $6.87M | 1.32% | +428+4.3% | Added |
| Kestra Advisory Services, LLC | 10,713 | $6.86M | 0.04% | +1,173+12.3% | Added |
| Penobscot Investment Management Company, Inc. | 10,383 | $6.82M | 0.66% | −233−2.2% | Reduced |
| First Western Trust Bank | 10,260 | $6.74M | 0.32% | −1,835−15.2% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.70M | 0.75% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 10,164 | $6.68M | 1.17% | −1,447−12.5% | Reduced |
| Scotia Capital Inc. | 10,123 | $6.65M | 0.04% | −975−8.8% | Reduced |
| Railway Pension Investments Ltd | 10,100 | $6.64M | 0.08% | +10,100 | New |
| Cape Cod Five Cents Savings Bank | 10,061 | $6.61M | 0.64% | −29−0.3% | Reduced |
| AdvisorShares Investments LLC | 10,151 | $6.61M | 1.15% | +1,436+16.5% | Added |
| Howe & Rusling Inc | 10,049 | $6.60M | 0.60% | +1,535+18.0% | Added |
| M. Kulyk & Associates, LLC | 9,996 | $6.57M | 1.53% | +465+4.9% | Added |
| Twin Capital Management Inc | 9,903 | $6.51M | 0.77% | +4,518+83.9% | Added |
| RSM US Wealth Management LLC | 9,988 | $6.51M | 0.11% | +9,031+943.7% | Added |
| Bey-Douglas LLC | 9,876 | $6.50M | 6.02% | +91+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 9,825 | $6.46M | 0.10% | −1,324−11.9% | Reduced |
| L1 Capital International Pty Ltd | 9,879 | $6.43M | 2.57% | +2,854+40.6% | Added |
| First Nebraska Trust Co | 9,768 | $6.42M | 0.66% | −10−0.1% | Reduced |
| Toroso Investments, LLC | 9,735 | $6.40M | 0.09% | −4,401−31.1% | Reduced |
| Wetherby Asset Management Inc | 9,680 | $6.36M | 0.30% | −417−4.1% | Reduced |