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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 2,557 | $1.59M | 0.33% | +140+5.8% | Added |
| Okabena Investment Services Inc | 2,565 | $1.59M | 0.45% | +74+3.0% | Added |
| BancorpSouth Bank | 2,573 | $1.60M | 0.11% | +2,573 | New |
| FSM Wealth Advisors, LLC | 2,589 | $1.61M | 0.43% | +72+2.9% | Added |
| Allen Investment Management LLC | 2,594 | $1.61M | 0.02% | −33,760−92.9% | Reduced |
| Merit Financial Group, LLC | 2,599 | $1.61M | 0.04% | −1,004−27.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,599 | $1.61M | 0.13% | −10−0.4% | Reduced |
| Silicon Valley Capital Partners | 2,603 | $1.62M | 0.21% | −228−8.1% | Reduced |
| Mutual Advisors, LLC | 2,690 | $1.62M | 0.05% | +476+21.5% | Added |
| Ironwood Investment Counsel, LLC | 2,617 | $1.63M | 0.27% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,625 | $1.63M | 0.67% | −13−0.5% | Reduced |
| Mattson Financial Services, LLC | 2,488 | $1.64M | 0.59% | −15−0.6% | Reduced |
| Stablepoint Partners, LLC | 2,636 | $1.64M | 0.30% | +7+0.3% | Added |
| Sciencast Management LP | 2,645 | $1.64M | 0.49% | +2,645 | New |
| Trilogy Capital Inc. | 2,655 | $1.65M | 0.08% | +557+26.5% | Added |
| RiverPark Advisors, LLC | 2,663 | $1.65M | 1.35% | −283−9.6% | Reduced |
| Roberts Glore & Co Inc | 2,670 | $1.66M | 0.48% | −46−1.7% | Reduced |
| Modera Wealth Management, LLC | 2,694 | $1.67M | 0.02% | +26+1.0% | Added |
| Moloney Securities Asset Management, LLC | 2,697 | $1.67M | 0.22% | +300+12.5% | Added |
| ROI Financial Advisors, LLC | 2,699 | $1.68M | 1.16% | +208+8.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.69M | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,722 | $1.69M | 0.01% | +148+5.7% | Added |
| DRW Securities, LLC | 2,728 | $1.69M | 0.09% | −137−4.8% | Reduced |
| Eads & Heald Wealth Management | 2,741 | $1.70M | 0.81% | −52−1.9% | Reduced |
| Cumberland Partners Ltd | 2,750 | $1.71M | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,785 | $1.73M | 0.12% | +3+0.1% | Added |
| Cigna Investments Inc | 2,832 | $1.76M | 0.31% | −33−1.2% | Reduced |
| Diversify Wealth Management, LLC | 2,928 | $1.76M | 0.17% | +463+18.8% | Added |
| Mather Group, LLC. | 2,840 | $1.76M | 0.02% | −158−5.3% | Reduced |
| Abacus Planning Group, Inc. | 2,844 | $1.77M | 0.32% | +184+6.9% | Added |
| HighVista Strategies LLC | 2,863 | $1.78M | 0.61% | −2,000−41.1% | Reduced |
| Naviter Wealth, LLC | 2,870 | $1.78M | 0.25% | +141+5.2% | Added |
| Allworth Financial LP | 2,877 | $1.79M | 0.01% | +82+2.9% | Added |
| Signature Wealth Management Group | 2,879 | $1.79M | 0.72% | +65+2.3% | Added |
| Penserra Capital Management LLC | 2,890 | $1.79M | 0.04% | +34+1.2% | Added |
| Glynn Capital Management LLC | 2,894 | $1.80M | 0.41% | −2,106−42.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,900 | $1.80M | 0.28% | −1,660−36.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,909 | $1.81M | 0.11% | +51+1.8% | Added |
| Brevan Howard Capital Management LP | 2,929 | $1.82M | 0.09% | +2,929 | New |
| Eqis Capital Management, Inc. | 2,931 | $1.82M | 0.14% | +221+8.2% | Added |
| Savant Capital, LLC | 2,993 | $1.86M | 0.02% | +113+3.9% | Added |
| Smartleaf Asset Management LLC | 3,011 | $1.86M | 0.23% | +722+31.5% | Added |
| Tilia Fiduciary Partners, Inc. | 3,016 | $1.87M | 1.30% | +96+3.3% | Added |
| Close Asset Management Ltd | 3,048 | $1.89M | 0.06% | +97+3.3% | Added |
| Insigneo Advisory Services, LLC | 3,057 | $1.90M | 0.19% | −523−14.6% | Reduced |
| First Citizens Bank & Trust Co | 3,075 | $1.91M | 0.04% | −212−6.4% | Reduced |
| REDW Wealth LLC | 3,077 | $1.91M | 0.49% | 00.0% | Unchanged |
| Argent Trust Co | 3,082 | $1.91M | 0.08% | +23+0.8% | Added |
| Net Worth Advisory Group | 3,086 | $1.92M | 0.57% | +3,086 | New |
| Boston Trust Walden Corp | 3,091 | $1.92M | 0.01% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 3,092 | $1.92M | 0.39% | −77−2.4% | Reduced |
| Fort Pitt Capital Group, LLC | 3,096 | $1.92M | 0.05% | +747+31.8% | Added |
| RFG Advisory, LLC | 3,149 | $1.96M | 0.06% | +225+7.7% | Added |
| Novare Capital Management LLC | 3,155 | $1.96M | 0.17% | −101−3.1% | Reduced |
| RB Capital Management, LLC | 3,169 | $1.97M | 0.46% | +18+0.6% | Added |
| Trust Asset Management LLC | 3,178 | $1.97M | 0.16% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3,183 | $1.98M | 0.53% | +3,183 | New |
| Advisor OS, LLC | 3,186 | $1.98M | 0.20% | −110−3.3% | Reduced |
| GeoWealth Management, LLC | 3,210 | $1.99M | 0.07% | −201−5.9% | Reduced |
| J.W. Cole Advisors, Inc. | 3,231 | $2.01M | 0.08% | +1,367+73.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,240 | $2.01M | 0.20% | −500−13.4% | Reduced |
| Vise Technologies, Inc. | 3,247 | $2.02M | 0.26% | +1,318+68.3% | Added |
| Gladstone Institutional Advisory LLC | 3,252 | $2.02M | 0.10% | −280−7.9% | Reduced |
| Meeder Asset Management Inc | 3,261 | $2.03M | 0.14% | +40+1.2% | Added |
| Harbor Capital Advisors, Inc. | 3,277 | $2.04M | 0.09% | +10+0.3% | Added |
| GM Advisory Group, Inc. | 3,277 | $2.04M | 0.12% | +5+0.2% | Added |
| Jump Financial, LLC | 3,279 | $2.04M | 0.04% | −14,606−81.7% | Reduced |
| Stiles Financial Services Inc | 3,302 | $2.05M | 0.72% | −79−2.3% | Reduced |
| Sabal Trust CO | 3,307 | $2.05M | 0.11% | +34+1.0% | Added |
| Value Partners Investments Inc. | 3,304 | $2.06M | 0.17% | +217+7.0% | Added |
| Chesley Taft & Associates LLC | 3,320 | $2.06M | 0.10% | −3,705−52.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,327 | $2.07M | 0.55% | +208+6.7% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.07M | 0.40% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,362 | $2.09M | 0.03% | +481+16.7% | Added |
| Oak Thistle LLC | 3,379 | $2.10M | 0.68% | +3,379 | New |
| Jacobi Capital Management LLC | 3,405 | $2.11M | 0.16% | +34+1.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,414 | $2.12M | 0.79% | +3,414 | New |
| BKD Wealth Advisors, LLC | 3,421 | $2.12M | 0.05% | −4−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,426 | $2.13M | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 3,450 | $2.14M | 0.14% | +561+19.4% | Added |
| Clearstead Advisors, LLC | 3,452 | $2.14M | 0.03% | +45+1.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,456 | $2.15M | 0.40% | +3,456 | New |
| Account Management LLC | 3,465 | $2.15M | 2.56% | −4,434−56.1% | Reduced |
| Clean Yield Group | 3,469 | $2.15M | 0.68% | −98−2.7% | Reduced |
| WT Wealth Management | 3,533 | $2.17M | 0.69% | +281+8.6% | Added |
| Robertson Stephens Wealth Management, LLC | 3,491 | $2.17M | 0.08% | +1,141+48.6% | Added |
| PKO Investment Management Joint-Stock Co | 3,500 | $2.17M | 0.27% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,578 | $2.22M | 0.09% | +281+8.5% | Added |
| Willow Creek Wealth Management Inc. | 3,587 | $2.23M | 0.23% | −40−1.1% | Reduced |
| Qtron Investments LLC | 3,588 | $2.23M | 0.30% | +397+12.4% | Added |
| Diversify Advisory Services, LLC | 3,659 | $2.23M | 0.12% | −608−14.2% | Reduced |
| Berger Financial Group, Inc | 3,599 | $2.23M | 0.16% | −208−5.5% | Reduced |
| Ostrum Asset Management | 3,605 | $2.24M | 0.19% | −394−9.9% | Reduced |
| Outfitter Financial LLC | 3,609 | $2.24M | 1.85% | −193−5.1% | Reduced |
| SG Americas Securities, LLC | 3,616 | $2.25M | 0.01% | −47,031−92.9% | Reduced |
| Wedmont Private Capital | 3,729 | $2.25M | 0.13% | +51+1.4% | Added |
| Southern Capital Advisors, LLC | 3,624 | $2.25M | 1.27% | −17−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,639 | $2.26M | 0.17% | −161−4.2% | Reduced |
| Advent International Corp | 3,643 | $2.26M | 0.05% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 3,649 | $2.27M | 0.24% | +579+18.9% | Added |