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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,505 | $2.96M | 0.08% | +1,356+43.1% | Added |
| STF Management LP | 4,499 | $2.96M | 1.25% | −234−4.9% | Reduced |
| Harfst & Associates, Inc. | 4,487 | $2.95M | 0.69% | −11−0.2% | Reduced |
| Blueshift Asset Management, LLC | 4,449 | $2.92M | 0.98% | +2,240+101.4% | Added |
| Ironwood Financial, llc | 4,412 | $2.90M | 0.65% | +4+0.1% | Added |
| Roundview Capital LLC | 4,408 | $2.90M | 0.23% | −116−2.6% | Reduced |
| MV Capital Management, Inc. | 4,404 | $2.89M | 0.33% | +46+1.1% | Added |
| Hancock Whitney Corp | 4,396 | $2.89M | 0.10% | −31−0.7% | Reduced |
| Old National Bancorp | 4,379 | $2.88M | 0.07% | −179−3.9% | Reduced |
| BNP Paribas | 4,414 | $2.88M | 0.14% | +362+8.9% | Added |
| Clear Harbor Asset Management, LLC | 4,362 | $2.87M | 0.25% | −150−3.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,359 | $2.86M | 0.98% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 4,340 | $2.85M | 0.49% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,336 | $2.85M | 0.91% | +70+1.6% | Added |
| Petredis Investment Advisors LLC | 4,334 | $2.85M | 0.32% | −3−0.1% | Reduced |
| Evergreen Capital Management LLC | 4,331 | $2.85M | 0.10% | +73+1.7% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,327 | $2.84M | 0.46% | −4−0.1% | Reduced |
| Harrington Investments, INC | 4,315 | $2.84M | 1.61% | +275+6.8% | Added |
| Jones Financial Companies LLLP | 4,246 | $2.79M | 0.00% | +3,590+547.3% | Added |
| William Allan, LLC | 4,243 | $2.79M | 1.87% | −25−0.6% | Reduced |
| Avestar Capital, LLC | 4,229 | $2.78M | 0.31% | +549+14.9% | Added |
| Diversify Advisory Services, LLC | 4,267 | $2.78M | 0.15% | −950−18.2% | Reduced |
| Covenant Asset Management, LLC | 4,213 | $2.77M | 0.62% | +3+0.1% | Added |
| Picton Mahoney Asset Management | 4,190 | $2.75M | 0.12% | −10,235−71.0% | Reduced |
| Guardian Capital LP | 4,170 | $2.74M | 0.10% | −2,775−40.0% | Reduced |
| Freedom Day Solutions, LLC | 4,169 | $2.74M | 0.93% | +148+3.7% | Added |
| Checchi Capital Advisers, LLC | 4,143 | $2.72M | 0.22% | +49+1.2% | Added |
| Dynasty Wealth Management, LLC | 4,131 | $2.71M | 0.08% | −57−1.4% | Reduced |
| PFG Advisors | 4,106 | $2.70M | 0.18% | −133−3.1% | Reduced |
| HighPoint Advisor Group LLC | 4,206 | $2.67M | 0.16% | −53−1.2% | Reduced |
| Nicholas Investment Partners, LP | 4,063 | $2.67M | 0.28% | −736−15.3% | Reduced |
| Archford Capital Strategies, LLC | 4,044 | $2.66M | 0.43% | +43+1.1% | Added |
| CenterBook Partners LP | 4,025 | $2.65M | 0.16% | +4,025 | New |
| Summit Trail Advisors, LLC | 4,013 | $2.64M | 0.07% | +1,519+60.9% | Added |
| Spears Abacus Advisors LLC | 4,007 | $2.63M | 0.05% | +1,315+48.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.63M | 0.60% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,999 | $2.63M | 0.23% | +426+11.9% | Added |
| ClariVest Asset Management LLC | 3,986 | $2.62M | 0.27% | −53−1.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,947 | $2.59M | 0.40% | +201+5.4% | Added |
| Aubrey Capital Management Ltd | 6,700 | $2.59M | 1.04% | +1,800+36.7% | Added |
| Ritholtz Wealth Management | 3,921 | $2.58M | 0.09% | +169+4.5% | Added |
| Spire Wealth Management | 3,882 | $2.55M | 0.09% | +187+5.1% | Added |
| Fairfield, Bush & Co. | 3,867 | $2.54M | 1.52% | +42+1.1% | Added |
| Dakota Wealth Management | 3,844 | $2.53M | 0.06% | −28−0.7% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $2.52M | 0.69% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 3,850 | $2.51M | 0.01% | +446+13.1% | Added |
| Berger Financial Group, Inc | 3,807 | $2.50M | 0.20% | −69−1.8% | Reduced |
| Outfitter Financial LLC | 3,802 | $2.50M | 2.08% | −20−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,800 | $2.50M | 0.19% | −80−2.1% | Reduced |
| Cinctive Capital Management LP | 3,776 | $2.48M | 0.13% | +3,776 | New |
| Chicago Partners Investment Group LLC | 3,870 | $2.46M | 0.10% | −138−3.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $2.46M | 0.25% | 00.0% | Unchanged |
| Dohj, LLC | 3,688 | $2.42M | 0.61% | +57+1.6% | Added |
| Conway Capital Management, Inc. | 3,670 | $2.41M | 1.21% | −410−10.0% | Reduced |
| Nomura Holdings Inc | 3,663 | $2.41M | 0.02% | +864+30.9% | Added |
| Miracle Mile Advisors, LLC | 3,647 | $2.40M | 0.06% | +131+3.7% | Added |
| Advent International Corp | 3,643 | $2.39M | 0.06% | −43,000−92.2% | Reduced |
| Southern Capital Advisors, LLC | 3,641 | $2.39M | 1.48% | +11+0.3% | Added |
| IFP Advisors, Inc | 3,639 | $2.39M | 0.09% | +408+12.6% | Added |
| Sofos Investments, Inc. | 3,637 | $2.39M | 0.60% | −3,363−48.0% | Reduced |
| Willow Creek Wealth Management Inc. | 3,627 | $2.38M | 0.27% | −8−0.2% | Reduced |
| Merit Financial Group, LLC | 3,603 | $2.37M | 0.05% | +412+12.9% | Added |
| Wedmont Private Capital | 3,678 | $2.36M | 0.15% | +310+9.2% | Added |
| Eventide Asset Management, LLC | 3,578 | $2.35M | 0.04% | +1,185+49.5% | Added |
| Clean Yield Group | 3,567 | $2.34M | 0.88% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,532 | $2.32M | 0.12% | −483−12.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,500 | $2.30M | 0.28% | −2,656−43.1% | Reduced |
| Brighton Jones LLC | 3,496 | $2.30M | 0.08% | −110−3.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,461 | $2.27M | 0.23% | +226+7.0% | Added |
| Stock Yards Bank & Trust Co | 3,426 | $2.25M | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,425 | $2.25M | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,420 | $2.25M | 0.05% | −273−7.4% | Reduced |
| GeoWealth Management, LLC | 3,411 | $2.24M | 0.10% | +609+21.7% | Added |
| Clearstead Advisors, LLC | 3,407 | $2.24M | 0.04% | +1,053+44.7% | Added |
| Bayesian Capital Management, LP | 3,400 | $2.23M | 0.26% | +3,400 | New |
| Stiles Financial Services Inc | 3,381 | $2.22M | 0.85% | −18−0.5% | Reduced |
| Jacobi Capital Management LLC | 3,371 | $2.22M | 0.19% | +63+1.9% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.19M | 0.46% | +26+0.8% | Added |
| Centiva Capital, LP | 3,301 | $2.17M | 0.10% | +2,937+806.9% | Added |
| Summit Financial, LLC | 3,297 | $2.17M | 0.10% | +2,041+162.5% | Added |
| Advisor OS, LLC | 3,296 | $2.17M | 0.24% | +116+3.6% | Added |
| Perigon Wealth Management, LLC | 3,289 | $2.16M | 0.06% | +540+19.6% | Added |
| First Citizens Bank & Trust Co | 3,287 | $2.16M | 0.04% | +231+7.6% | Added |
| Insigneo Advisory Services, LLC | 3,580 | $2.16M | 0.24% | +777+27.7% | Added |
| Sabal Trust CO | 3,273 | $2.15M | 0.13% | −9−0.3% | Reduced |
| GM Advisory Group, Inc. | 3,272 | $2.15M | 0.14% | +5+0.2% | Added |
| Harbor Capital Advisors, Inc. | 3,267 | $2.15M | 0.16% | +21+0.6% | Added |
| Novare Capital Management LLC | 3,256 | $2.14M | 0.19% | −35−1.1% | Reduced |
| WT Wealth Management | 3,252 | $2.14M | 0.73% | −56−1.7% | Reduced |
| Meeder Asset Management Inc | 3,221 | $2.12M | 0.15% | −4,389−57.7% | Reduced |
| Qtron Investments LLC | 3,191 | $2.10M | 0.30% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.10M | 0.09% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,178 | $2.09M | 0.18% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 3,169 | $2.08M | 0.47% | +35+1.1% | Added |
| RB Capital Management, LLC | 3,151 | $2.07M | 0.53% | −101−3.1% | Reduced |
| Venturi Wealth Management, LLC | 3,134 | $2.06M | 0.12% | +752+31.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,119 | $2.05M | 0.59% | +716+29.8% | Added |
| Pittenger & Anderson Inc | 3,116 | $2.05M | 0.08% | +76+2.5% | Added |
| Unique Wealth, LLC | 3,106 | $2.04M | 0.53% | +517+20.0% | Added |
| Quest Investment Management LLC | 3,103 | $2.04M | 0.23% | −5,790−65.1% | Reduced |