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, Q3 2024
Institutional positions in Intuit Inc. as of Sep 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
- 1,970
- +23 vs. Q2 2024
- Shares held
- 232.7M
- +22.5M (+10.7%) vs. Q2 2024
- Total value
- $144.2B
- +$6.10B (+4.4%) vs. Q2 2024
- New holders
- 146
- 814 more added
- Sold out
- 123
- 704 more reduced
20 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Trust | 1,814 | $1.13M | 0.09% | +1,814 | New |
| Barr E S & Co | 1,815 | $1.13M | 0.07% | +6+0.3% | Added |
| Cooper Financial Group | 1,820 | $1.13M | 0.15% | −32−1.7% | Reduced |
| GG Group Ventures, LLC | 1,618 | $1.13M | 1.65% | −95−5.5% | Reduced |
| Unigestion Holding SA | 1,830 | $1.14M | 0.05% | +1,830 | New |
| Valmark Advisers, Inc. | 1,830 | $1.14M | 0.02% | +2+0.1% | Added |
| Commerzbank Aktiengesellschaft | 1,831 | $1.14M | 0.03% | +450+32.6% | Added |
| Wealth Alliance | 1,833 | $1.14M | 0.14% | −38−2.0% | Reduced |
| Picton Mahoney Asset Management | 1,833 | $1.14M | 0.04% | −2,357−56.3% | Reduced |
| StoneX Group Inc. | 1,837 | $1.14M | 0.08% | +1,313+250.6% | Added |
| Smith, Salley & Associates | 1,843 | $1.14M | 0.07% | +75+4.2% | Added |
| Forbes J M & Co LLP | 1,848 | $1.15M | 0.11% | +29+1.6% | Added |
| Integrated Wealth Concepts LLC | 1,851 | $1.15M | 0.01% | −706−27.6% | Reduced |
| Accretive Wealth Partners, LLC | 1,853 | $1.15M | 0.48% | −17−0.9% | Reduced |
| Perpetual Ltd | 1,859 | $1.15M | 0.01% | −114,019−98.4% | Reduced |
| Boothbay Fund Management, LLC | 1,864 | $1.16M | 0.04% | −360−16.2% | Reduced |
| Fulton Bank, N.A. | 1,866 | $1.16M | 0.04% | +47+2.6% | Added |
| Maven Securities LTD | 1,867 | $1.16M | 0.13% | −1,175−38.6% | Reduced |
| BayBridge Capital Group, LLC | 1,875 | $1.16M | 0.84% | +39+2.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,879 | $1.17M | 0.25% | +1,879 | New |
| Monetary Management Group Inc | 1,880 | $1.17M | 0.30% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,880 | $1.17M | 0.22% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 1,886 | $1.17M | 2.13% | −958−33.7% | Reduced |
| Nixon Peabody Trust Co | 1,887 | $1.17M | 0.10% | +82+4.5% | Added |
| Personal Cfo Solutions, LLC | 1,889 | $1.17M | 0.16% | −363−16.1% | Reduced |
| Monumental Financial Group Inc. | 1,893 | $1.18M | 0.44% | −291−13.3% | Reduced |
| Waldron Private Wealth LLC | 1,894 | $1.18M | 0.05% | +11+0.6% | Added |
| Syon Capital LLC | 1,896 | $1.18M | 0.10% | +217+12.9% | Added |
| Nicolet Bankshares Inc | 1,897 | $1.18M | 0.29% | −380−16.7% | Reduced |
| Barbara Oil Co. | 1,900 | $1.18M | 0.48% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,907 | $1.18M | 0.98% | +1,907 | New |
| Kesler, Norman & Wride, LLC | 1,908 | $1.19M | 0.23% | +1,908 | New |
| Ellevest, Inc. | 1,920 | $1.19M | 0.07% | −69−3.5% | Reduced |
| Oarsman Capital, Inc. | 1,926 | $1.20M | 0.22% | +58+3.1% | Added |
| Red Spruce Capital, LLC | 1,930 | $1.20M | 0.54% | −93−4.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,934 | $1.20M | 0.07% | −462−19.3% | Reduced |
| Arkadios Wealth Advisors | 1,943 | $1.21M | 0.07% | +486+33.4% | Added |
| Nelson Capital Management, LLC | 1,965 | $1.22M | 0.21% | 00.0% | Unchanged |
| Hara Capital LLC | 1,967 | $1.22M | 0.76% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,981 | $1.23M | 0.19% | +24+1.2% | Added |
| Thrive Wealth Management, LLC | 1,992 | $1.24M | 0.23% | −55−2.7% | Reduced |
| Liberty Wealth Management LLC | 1,996 | $1.24M | 0.21% | −34,329−94.5% | Reduced |
| James Hambro & Partners | 1,999 | $1.24M | 0.05% | −253−11.2% | Reduced |
| Brookstone Capital Management | 2,020 | $1.25M | 0.02% | +35+1.8% | Added |
| Mirador Capital Partners LP | 2,025 | $1.26M | 0.23% | −8−0.4% | Reduced |
| Arlington Trust Co LLC | 2,026 | $1.26M | 0.27% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,036 | $1.26M | 0.04% | +352+20.9% | Added |
| Cove Private Wealth, LLC | 2,065 | $1.28M | 1.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,079 | $1.29M | 0.05% | −85−3.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,080 | $1.29M | 0.14% | +2,080 | New |
| Capital Investment Advisors, LLC | 2,089 | $1.30M | 0.03% | +69+3.4% | Added |
| FSA Wealth Management LLC | 2,102 | $1.31M | 0.52% | +2,102 | New |
| Trust Point Inc. | 2,104 | $1.31M | 0.10% | +64+3.1% | Added |
| Versor Investments LP | 2,111 | $1.31M | 0.21% | −195−8.5% | Reduced |
| Old Port Advisors | 2,112 | $1.31M | 0.36% | −9−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,120 | $1.32M | 0.06% | −15−0.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,128 | $1.32M | 0.06% | +2,128 | New |
| Buckingham Capital Management, Inc. | 2,129 | $1.32M | 0.15% | −151−6.6% | Reduced |
| Skopos Labs, Inc. | 2,140 | $1.33M | 0.44% | +32+1.5% | Added |
| We Are One Seven, LLC | 2,149 | $1.33M | 0.06% | +252+13.3% | Added |
| Focus Financial Network, Inc. | 2,165 | $1.34M | 0.05% | −85−3.8% | Reduced |
| McRae Capital Management Inc | 2,166 | $1.35M | 0.26% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,169 | $1.35M | 0.20% | +65+3.1% | Added |
| Oxford Financial Group Ltd | 2,172 | $1.35M | 0.09% | −43−1.9% | Reduced |
| Wealthspire Advisors, LLC | 2,175 | $1.35M | 0.01% | −35−1.6% | Reduced |
| Brighton Jones LLC | 2,202 | $1.37M | 0.05% | −1,294−37.0% | Reduced |
| Quent Capital, LLC | 2,204 | $1.37M | 0.14% | −46−2.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,207 | $1.37M | 0.09% | −380−14.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,217 | $1.38M | 0.19% | −39−1.7% | Reduced |
| Sunbelt Securities, Inc. | 2,227 | $1.38M | 0.14% | −666−23.0% | Reduced |
| Pegasus Partners Ltd. | 2,260 | $1.40M | 0.13% | −534−19.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,262 | $1.40M | 0.04% | +138+6.5% | Added |
| Univest Financial Corp | 2,266 | $1.41M | 0.09% | +2,266 | New |
| Atomi Financial Group, Inc. | 2,275 | $1.41M | 0.09% | −46−2.0% | Reduced |
| Invesco, LLC | 2,278 | $1.41M | 0.56% | −16−0.7% | Reduced |
| Circle Wealth Management, LLC | 2,319 | $1.44M | 0.03% | +1,312+130.3% | Added |
| Ronald Blue Trust, Inc. | 2,194 | $1.44M | 0.02% | +131+6.3% | Added |
| RMR Wealth Builders | 2,334 | $1.45M | 0.15% | −48−2.0% | Reduced |
| Peak Asset Management, LLC | 2,340 | $1.45M | 0.27% | −2−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,352 | $1.46M | 0.13% | −28−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 2,353 | $1.46M | 0.02% | −103−4.2% | Reduced |
| CBOE Vest Financial, LLC | 2,357 | $1.46M | 0.03% | +1,210+105.5% | Added |
| DB Fitzpatrick & Co, Inc | 2,367 | $1.47M | 1.29% | −33−1.4% | Reduced |
| Family Legacy, Inc. | 2,380 | $1.48M | 0.49% | +101+4.4% | Added |
| Campbell & CO Investment Adviser LLC | 2,397 | $1.49M | 0.11% | +2,397 | New |
| Machina Capital S.A.S. | 2,400 | $1.49M | 0.59% | +1,545+180.7% | Added |
| Moss Adams Wealth Advisors LLC | 2,411 | $1.50M | 0.16% | +81+3.5% | Added |
| Cascade Investment Group, Inc. | 2,415 | $1.50M | 1.10% | +3+0.1% | Added |
| Anchor Investment Management, LLC | 2,415 | $1.50M | 0.14% | +150+6.6% | Added |
| Choate Investment Advisors | 2,422 | $1.50M | 0.04% | +5+0.2% | Added |
| Valeo Financial Advisors, LLC | 2,435 | $1.51M | 0.04% | +144+6.3% | Added |
| Graypoint LLC | 2,439 | $1.51M | 0.10% | +247+11.3% | Added |
| Everhart Financial Group, Inc. | 2,472 | $1.54M | 0.34% | +204+9.0% | Added |
| Keeler Thomas Management LLC | 2,474 | $1.54M | 0.49% | −36−1.4% | Reduced |
| Entropy Technologies, LP | 2,479 | $1.54M | 0.16% | +2,479 | New |
| National Asset Management, Inc. | 2,532 | $1.55M | 0.04% | −47−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,505 | $1.56M | 0.08% | +399+18.9% | Added |
| Clarius Group, LLC | 2,500 | $1.56M | 0.11% | −76−3.0% | Reduced |
| Seven Eight Capital, LP | 2,509 | $1.56M | 0.14% | +2,509 | New |
| Quotient Wealth Partners, LLC | 2,529 | $1.57M | 0.05% | +36+1.4% | Added |