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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 6,360 | $4.18M | 0.15% | −69,440−91.6% | Reduced |
| LGT Fund Management Co Ltd. | 6,300 | $4.14M | 0.52% | +3,311+110.8% | Added |
| Principal Securities, Inc. | 6,282 | $4.13M | 0.11% | +909+16.9% | Added |
| Ossiam | 6,217 | $4.09M | 0.08% | +483+8.4% | Added |
| Investment Management Corp of Ontario | 6,214 | $4.08M | 0.11% | +1,700+37.7% | Added |
| Hyman Charles D | 6,188 | $4.07M | 0.23% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,183 | $4.06M | 0.07% | +6,183 | New |
| Private Capital Advisors, Inc. | 6,150 | $4.04M | 0.45% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 6,131 | $4.03M | 0.46% | −472−7.1% | Reduced |
| Baader Bank INC | 6,125 | $4.03M | 0.31% | +510+9.1% | Added |
| Legacy Advisors, LLC | 6,091 | $4.00M | 0.49% | −288−4.5% | Reduced |
| Gamco Investors, Inc. Et Al | 6,018 | $3.96M | 0.04% | −707−10.5% | Reduced |
| Settian Capital LP | 6,000 | $3.94M | 2.89% | 00.0% | Unchanged |
| Tairen Capital Ltd | 6,000 | $3.94M | 0.14% | +6,000 | New |
| Frank, Rimerman Advisors LLC | 5,997 | $3.94M | 0.28% | +5,983+42,735.7% | Added |
| Chilton Investment Co LLC | 5,996 | $3.94M | 0.11% | −157−2.6% | Reduced |
| Weil Company, Inc. | 5,985 | $3.93M | 1.44% | +10+0.2% | Added |
| Ocean Capital Management, LLC | 5,973 | $3.93M | 1.30% | −51−0.8% | Reduced |
| Strategic Planning Group, LLC | 5,965 | $3.92M | 0.86% | +1,709+40.2% | Added |
| Knights of Columbus Asset Advisors LLC | 5,855 | $3.85M | 0.25% | +959+19.6% | Added |
| Meeder Advisory Services, Inc. | 5,838 | $3.84M | 0.27% | +1,416+32.0% | Added |
| Vestmark Advisory Solutions, Inc. | 5,837 | $3.84M | 0.16% | +20.0% | Added |
| Signaturefd, LLC | 5,801 | $3.81M | 0.08% | −171−2.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,763 | $3.79M | 0.21% | +55+1.0% | Added |
| Summerhill Capital Management lnc. | 5,760 | $3.79M | 2.68% | −292−4.8% | Reduced |
| S&CO Inc | 5,749 | $3.78M | 0.26% | +2,992+108.5% | Added |
| Dividend Assets Capital, LLC | 5,722 | $3.76M | 0.77% | +1,512+35.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,718 | $3.76M | 0.15% | +540+10.4% | Added |
| Thoroughbred Financial Services, LLC | 5,698 | $3.75M | 0.25% | +753+15.2% | Added |
| Fairbanks Capital Management, Inc. | 5,642 | $3.71M | 2.44% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 5,682 | $3.70M | 1.26% | +39+0.7% | Added |
| Portfolio Design Labs, LLC | 5,594 | $3.68M | 1.14% | +552+10.9% | Added |
| Zions Bancorporation, N.A. | 5,591 | $3.67M | 0.29% | +402+7.7% | Added |
| EP Wealth Advisors, LLC | 5,565 | $3.66M | 0.04% | −298−5.1% | Reduced |
| RVW Wealth, LLC | 5,559 | $3.65M | 0.36% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,552 | $3.65M | 0.04% | +1,321+31.2% | Added |
| Central Pacific Bank - Trust Division | 5,524 | $3.63M | 0.43% | +498+9.9% | Added |
| Atria Wealth Solutions, Inc. | 5,519 | $3.63M | 0.04% | −1,585−22.3% | Reduced |
| Martin Capital Advisors, LLP | 5,501 | $3.62M | 2.71% | −67−1.2% | Reduced |
| First Bank & Trust | 5,462 | $3.59M | 0.73% | −95−1.7% | Reduced |
| Equitable Trust Co | 5,452 | $3.58M | 0.25% | +320+6.2% | Added |
| Stokes Capital Advisors, LLC | 5,444 | $3.58M | 1.00% | +5,444 | New |
| Cyndeo Wealth Partners, LLC | 5,430 | $3.57M | 0.28% | +10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,428 | $3.56M | 0.16% | +3,241+148.2% | Added |
| Vestcor Inc | 5,382 | $3.54M | 0.12% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,375 | $3.53M | 2.01% | −14−0.3% | Reduced |
| Farther Finance Advisors, LLC | 5,410 | $3.52M | 0.17% | +2,565+90.2% | Added |
| Ofi Invest Asset Management | 5,740 | $3.52M | 0.09% | +5,635+5,366.7% | Added |
| Clark Capital Management Group, Inc. | 5,355 | $3.52M | 0.03% | +1,087+25.5% | Added |
| Buckingham Strategic Wealth, LLC | 5,346 | $3.51M | 0.04% | −112−2.1% | Reduced |
| Compass Wealth Management LLC | 5,263 | $3.46M | 0.85% | 00.0% | Unchanged |
| Whitford Management LLC | 5,252 | $3.45M | 2.01% | +1,806+52.4% | Added |
| Silphium Asset Management Ltd | 5,220 | $3.43M | 1.64% | +861+19.8% | Added |
| Davidson Capital Management Inc. | 5,188 | $3.41M | 1.05% | +943+22.2% | Added |
| Kingswood Wealth Advisors, LLC | 5,179 | $3.40M | 0.31% | +141+2.8% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.40M | 1.48% | 00.0% | Unchanged |
| GTS Securities LLC | 5,149 | $3.38M | 0.07% | −4,532−46.8% | Reduced |
| Warren Averett Asset Management, LLC | 5,145 | $3.38M | 0.07% | +4,624+887.5% | Added |
| EFG Asset Management (North America) Corp. | 5,138 | $3.38M | 0.59% | −899−14.9% | Reduced |
| Americana Partners, LLC | 5,130 | $3.37M | 0.27% | +349+7.3% | Added |
| Scharf Investments, LLC | 5,118 | $3.36M | 0.10% | +203+4.1% | Added |
| Simplicity Wealth,LLC | 5,059 | $3.32M | 0.08% | −205−3.9% | Reduced |
| Decatur Capital Management, Inc. | 5,051 | $3.32M | 1.61% | +136+2.8% | Added |
| Essex Investment Management Co LLC | 5,042 | $3.31M | 0.62% | −1,655−24.7% | Reduced |
| Intech Investment Management LLC | 5,030 | $3.31M | 0.04% | +429+9.3% | Added |
| Horizon Investments, LLC | 5,026 | $3.30M | 0.09% | +1,317+35.5% | Added |
| Glynn Capital Management LLC | 5,000 | $3.29M | 0.66% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.29M | 0.59% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 4,988 | $3.28M | 0.19% | −989−16.5% | Reduced |
| Herold Advisors, Inc. | 4,928 | $3.24M | 0.75% | +127+2.6% | Added |
| Asset Dedication, LLC | 4,921 | $3.23M | 0.22% | −282−5.4% | Reduced |
| First Personal Financial Services | 4,917 | $3.23M | 0.73% | +12+0.2% | Added |
| Concurrent Investment Advisors, LLC | 4,912 | $3.23M | 0.11% | −832−14.5% | Reduced |
| WBI Investments | 4,909 | $3.23M | 0.78% | +2,882+142.2% | Added |
| Cohen Investment Advisors LLC | 6,271 | $3.20M | 2.58% | +26+0.4% | Added |
| HighVista Strategies LLC | 4,863 | $3.20M | 1.17% | +1,900+64.1% | Added |
| Legacy Trust | 4,861 | $3.19M | 0.79% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,803 | $3.16M | 0.26% | +307+6.8% | Added |
| Boit C F David | 4,800 | $3.15M | 1.64% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 4,999 | $3.15M | 0.56% | +70+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 4,751 | $3.12M | 0.72% | −77−1.6% | Reduced |
| KP Management LLC | 4,750 | $3.12M | 1.18% | −1,000−17.4% | Reduced |
| Vident Advisory, LLC | 4,739 | $3.11M | 0.09% | +690+17.0% | Added |
| Kirtland Hills Capital Management, LLC | 4,731 | $3.11M | 2.59% | +10.0% | Added |
| Brown Brothers Harriman & Co | 4,723 | $3.10M | 0.02% | −50−1.0% | Reduced |
| Palisade Capital Management LLC | 4,716 | $3.10M | 0.08% | +131+2.9% | Added |
| Gateway Investment Advisers LLC | 4,711 | $3.10M | 0.04% | −43,678−90.3% | Reduced |
| Cloverfields Capital Group, LP | 4,674 | $3.07M | 1.04% | +10+0.2% | Added |
| Capital Asset Advisory Services LLC | 4,685 | $3.05M | 0.17% | +1,396+42.4% | Added |
| Biltmore Family Office, LLC | 4,577 | $3.01M | 0.55% | +39+0.9% | Added |
| Sanders Morris Harris LLC | 4,576 | $3.01M | 0.49% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 4,560 | $3.00M | 0.51% | −500−9.9% | Reduced |
| Bleakley Financial Group, LLC | 4,557 | $2.99M | 0.09% | −216−4.5% | Reduced |
| Lake Street Advisors Group, LLC | 4,550 | $2.99M | 0.14% | −257−5.3% | Reduced |
| Ninety One SA (PTY) Ltd | 4,538 | $2.99M | 0.46% | −3,550−43.9% | Reduced |
| Kornitzer Capital Management Inc | 4,541 | $2.98M | 0.06% | −535−10.5% | Reduced |
| Guardian Capital Advisors LP | 4,702 | $2.98M | 0.32% | +2,435+107.4% | Added |
| Caxton Associates LP | 4,525 | $2.97M | 0.12% | +3,365+290.1% | Added |
| Alps Advisors Inc | 4,508 | $2.96M | 0.02% | −99−2.1% | Reduced |
| Welch & Forbes LLC | 4,553 | $2.96M | 0.04% | −25−0.5% | Reduced |