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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 9,679 | $6.36M | 0.46% | −222−2.2% | Reduced |
| Ellsworth Advisors, LLC | 9,668 | $6.35M | 1.77% | +128+1.3% | Added |
| Stonegate Investment Group, LLC | 9,637 | $6.33M | 0.18% | +444+4.8% | Added |
| Bouvel Investment Partners, LLC | 9,634 | $6.33M | 2.45% | −34−0.4% | Reduced |
| NewEdge Wealth, LLC | 9,457 | $6.22M | 0.13% | −174−1.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,433 | $6.20M | 1.44% | +7,984+551.0% | Added |
| Conning Inc. | 9,426 | $6.19M | 0.22% | +296+3.2% | Added |
| Empirical Finance, LLC | 9,390 | $6.17M | 0.39% | −614−6.1% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 9,338 | $6.14M | 1.46% | −6,347−40.5% | Reduced |
| Snowden Capital Advisors LLC | 9,324 | $6.13M | 0.18% | +59+0.6% | Added |
| Apollon Wealth Management, LLC | 9,322 | $6.13M | 0.19% | −144−1.5% | Reduced |
| Wambolt & Associates, LLC | 9,375 | $6.10M | 1.77% | +408+4.6% | Added |
| D.A. Davidson & Co. | 9,260 | $6.09M | 0.05% | +1,794+24.0% | Added |
| Vanderbilt University | 9,233 | $6.07M | 1.27% | +3,077+50.0% | Added |
| Banco Santander, S.A. | 9,226 | $6.06M | 0.08% | +2,649+40.3% | Added |
| J. Safra Sarasin Holding AG | 9,191 | $6.04M | 0.11% | +9,191 | New |
| Boston Financial Mangement LLC | 9,187 | $6.04M | 0.19% | +177+2.0% | Added |
| Plato Investment Management Ltd | 9,129 | $6.00M | 0.56% | +1,380+17.8% | Added |
| Madison Asset Management, LLC | 9,064 | $5.96M | 0.07% | −2,849−23.9% | Reduced |
| Mission Wealth Management, LP | 9,044 | $5.94M | 0.16% | +270+3.1% | Added |
| Everence Capital Management Inc | 9,500 | $5.94M | 0.41% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,030 | $5.93M | 0.40% | −208−2.3% | Reduced |
| Greenleaf Trust | 9,004 | $5.92M | 0.06% | −251−2.7% | Reduced |
| TD Private Client Wealth LLC | 8,977 | $5.90M | 0.19% | −288−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,919 | $5.86M | 0.03% | +1,294+17.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,911 | $5.86M | 0.15% | +29+0.3% | Added |
| AE Wealth Management LLC | 8,726 | $5.73M | 0.06% | +3,169+57.0% | Added |
| Gotham Asset Management, LLC | 8,709 | $5.72M | 0.07% | +7,796+853.9% | Added |
| Sumitomo Life Insurance Co | 8,699 | $5.72M | 0.13% | +875+11.2% | Added |
| Stratos Wealth Partners, LTD. | 8,672 | $5.70M | 0.09% | +229+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 8,655 | $5.69M | 0.61% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,718 | $5.67M | 1.35% | −58−0.7% | Reduced |
| Veriti Management LLC | 8,558 | $5.62M | 0.35% | +1,068+14.3% | Added |
| Private Advisor Group, LLC | 8,487 | $5.58M | 0.04% | +1,287+17.9% | Added |
| Empower Advisory Group, LLC | 8,459 | $5.56M | 0.02% | +1,083+14.7% | Added |
| Independent Advisor Alliance | 8,414 | $5.53M | 0.19% | +60+0.7% | Added |
| Central Trust Co | 8,379 | $5.51M | 0.13% | −144−1.7% | Reduced |
| FourThought Financial Partners, LLC | 8,258 | $5.43M | 0.70% | −127−1.5% | Reduced |
| Stansberry Asset Management, LLC | 8,231 | $5.41M | 0.71% | +1,481+21.9% | Added |
| Letson Investment Management, Inc. | 8,219 | $5.40M | 2.39% | +83+1.0% | Added |
| Iyo Bank, Ltd. | 8,183 | $5.38M | 1.91% | 00.0% | Unchanged |
| Watchman Group, Inc. | 8,165 | $5.37M | 1.71% | −39−0.5% | Reduced |
| Sendero Wealth Management, LLC | 8,132 | $5.34M | 0.90% | −558−6.4% | Reduced |
| Beacon Investment Advisors LLC | 8,120 | $5.34M | 2.73% | −127−1.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,100 | $5.32M | 3.56% | +20+0.2% | Added |
| Polar Capital Holdings Plc | 8,004 | $5.26M | 0.03% | −13,703−63.1% | Reduced |
| Canal Capital Management, LLC | 7,989 | $5.25M | 0.90% | +328+4.3% | Added |
| City Holding Co | 7,931 | $5.21M | 0.77% | −30−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 7,930 | $5.21M | 0.04% | −2,839−26.4% | Reduced |
| Account Management LLC | 7,899 | $5.19M | 5.89% | −380−4.6% | Reduced |
| Mirabaud Asset Management Ltd | 7,873 | $5.17M | 2.38% | −3,749−32.3% | Reduced |
| Two Sigma Securities, LLC | 7,813 | $5.13M | 0.24% | +7,315+1,468.9% | Added |
| BOK Financial Private Wealth, Inc. | 7,749 | $5.09M | 0.37% | +10.0% | Added |
| Papp L Roy & Associates | 7,740 | $5.09M | 0.62% | −315−3.9% | Reduced |
| Parsons Capital Management Inc | 7,678 | $5.05M | 0.34% | −50−0.6% | Reduced |
| Quantitative Investment Management, LLC | 7,640 | $5.02M | 0.55% | +7,640 | New |
| Squarepoint Ops LLC | 7,588 | $4.99M | 0.02% | −40,573−84.2% | Reduced |
| Legal Advantage Investments, Inc. | 7,553 | $4.96M | 2.86% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,550 | $4.96M | 0.06% | +6,051+403.7% | Added |
| Tokio Marine Asset Management Co Ltd | 7,550 | $4.96M | 0.24% | +429+6.0% | Added |
| First Foundation Advisors | 7,544 | $4.96M | 0.19% | +613+8.8% | Added |
| Fukoku Mutual Life Insurance Co | 7,539 | $4.95M | 0.38% | −6,152−44.9% | Reduced |
| Stony Point Capital LLC | 7,507 | $4.93M | 1.27% | +7,507 | New |
| Fiduciary Trust Co | 7,494 | $4.93M | 0.07% | +35+0.5% | Added |
| Rench Wealth Management, Inc. | 7,399 | $4.86M | 1.74% | +424+6.1% | Added |
| Cypress Capital Group | 7,383 | $4.85M | 0.58% | −205−2.7% | Reduced |
| Change Path, LLC | 7,372 | $4.84M | 0.25% | −103−1.4% | Reduced |
| Altrafin AG | 7,358 | $4.84M | 1.79% | +41+0.6% | Added |
| Redmond Asset Management, LLC | 7,357 | $4.84M | 1.59% | −2,295−23.8% | Reduced |
| Verition Fund Management LLC | 7,331 | $4.82M | 0.04% | −4,625−38.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,327 | $4.81M | 0.39% | −100−1.3% | Reduced |
| Synovus Financial Corp | 7,264 | $4.77M | 0.06% | +931+14.7% | Added |
| Nishkama Capital, LLC | 7,200 | $4.73M | 0.71% | +7,200 | New |
| La Banque Postale Asset Management SA | 7,182 | $4.72M | 0.19% | +4,450+162.9% | Added |
| AXS Investments LLC | 7,099 | $4.67M | 1.30% | −1,377−16.2% | Reduced |
| Evergreen Private Wealth LLC | 7,071 | $4.65M | 2.29% | +117+1.7% | Added |
| CAPROCK Group, Inc. | 7,047 | $4.63M | 0.19% | +2,332+49.5% | Added |
| Beacon Pointe Advisors, LLC | 7,028 | $4.62M | 0.05% | −107−1.5% | Reduced |
| Chesley Taft & Associates LLC | 7,025 | $4.62M | 0.23% | −275−3.8% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 7,000 | $4.60M | 2.44% | −4,000−36.4% | Reduced |
| Logan Capital Management Inc | 6,964 | $4.58M | 0.20% | −207−2.9% | Reduced |
| E Fund Management Co., Ltd. | 6,960 | $4.57M | 0.25% | +1,166+20.1% | Added |
| First Hawaiian Bank | 6,926 | $4.55M | 0.15% | −2,509−26.6% | Reduced |
| Scholtz & Company, LLC | 6,913 | $4.54M | 1.93% | −163−2.3% | Reduced |
| Groupama Asset Managment | 6,797 | $4.47M | 0.09% | +2,922+75.4% | Added |
| V-Square Quantitative Management LLC | 6,757 | $4.44M | 0.72% | +79+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,620 | $4.35M | 0.22% | +268+4.2% | Added |
| Cullinan Associates Inc | 6,610 | $4.34M | 0.25% | −500−7.0% | Reduced |
| Empowered Funds, LLC | 6,567 | $4.32M | 0.07% | +660+11.2% | Added |
| Linden Thomas Advisory Services, LLC | 6,548 | $4.30M | 0.66% | +122+1.9% | Added |
| Monograph Wealth Advisors, LLC | 6,514 | $4.28M | 0.63% | 00.0% | Unchanged |
| Longbow Finance SA | 6,496 | $4.27M | 0.44% | −359−5.2% | Reduced |
| Coldstream Capital Management Inc | 6,487 | $4.26M | 0.10% | +589+10.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,476 | $4.26M | 0.32% | +286+4.6% | Added |
| TrimTabs Asset Management, LLC | 6,447 | $4.24M | 1.05% | +3,453+115.3% | Added |
| Mission Creek Capital Partners, Inc. | 6,425 | $4.22M | 1.06% | +726+12.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 6,420 | $4.22M | 0.09% | +3,684+134.6% | Added |
| Liberty One Investment Management, LLC | 6,414 | $4.21M | 0.47% | −152−2.3% | Reduced |
| HBW Advisory Services LLC | 6,396 | $4.20M | 0.70% | −560−8.1% | Reduced |
| Mitchell Capital Management Co | 6,378 | $4.19M | 0.74% | +36+0.6% | Added |