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 |
|---|---|---|---|---|---|
| Dohj, LLC | 3,732 | $2.27M | 0.53% | +44+1.2% | Added |
| NorthRock Partners, LLC | 3,651 | $2.27M | 0.07% | +571+18.5% | Added |
| Gsa Capital Partners LLP | 3,653 | $2.27M | 0.17% | +3,653 | New |
| Peloton Wealth Strategists | 3,661 | $2.27M | 0.90% | +3,240+769.6% | Added |
| Conway Capital Management, Inc. | 3,670 | $2.28M | 1.11% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,675 | $2.28M | 1.36% | −192−5.0% | Reduced |
| Unique Wealth, LLC | 3,693 | $2.29M | 0.52% | +587+18.9% | Added |
| Chicago Partners Investment Group LLC | 3,827 | $2.30M | 0.08% | −43−1.1% | Reduced |
| Pittenger & Anderson Inc | 3,741 | $2.32M | 0.09% | +625+20.1% | Added |
| Gotham Asset Management, LLC | 3,799 | $2.36M | 0.02% | −4,910−56.4% | Reduced |
| Ballentine Partners, LLC | 3,805 | $2.36M | 0.04% | +810+27.0% | Added |
| Asset Dedication, LLC | 3,806 | $2.36M | 0.16% | −1,115−22.7% | Reduced |
| Venturi Wealth Management, LLC | 3,812 | $2.37M | 0.12% | +678+21.6% | Added |
| PFG Advisors | 3,817 | $2.37M | 0.15% | −289−7.0% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $2.38M | 0.60% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,838 | $2.38M | 0.24% | +968+33.7% | Added |
| Mirabella Financial Services LLP | 3,934 | $2.39M | 0.13% | +3,934 | New |
| Kornitzer Capital Management Inc | 3,890 | $2.42M | 0.04% | −651−14.3% | Reduced |
| Capstone Investment Advisors, LLC | 3,895 | $2.42M | 0.05% | +3,732+2,289.6% | Added |
| Ninety One SA (PTY) Ltd | 3,906 | $2.42M | 0.53% | −632−13.9% | Reduced |
| Walleye Capital LLC | 3,908 | $2.43M | 0.03% | −14,083−78.3% | Reduced |
| IFP Advisors, Inc | 3,926 | $2.44M | 0.09% | +287+7.9% | Added |
| Miracle Mile Advisors, LLC | 3,928 | $2.44M | 0.06% | +281+7.7% | Added |
| Banco Santander, S.A. | 3,940 | $2.45M | 0.03% | −5,286−57.3% | Reduced |
| Avestar Capital, LLC | 3,953 | $2.46M | 0.27% | −276−6.5% | Reduced |
| Dynasty Wealth Management, LLC | 3,988 | $2.48M | 0.07% | −143−3.5% | Reduced |
| Scientech Research LLC | 3,992 | $2.48M | 0.49% | +3,992 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.48M | 0.54% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 4,000 | $2.48M | 0.14% | +4,000 | New |
| Spears Abacus Advisors LLC | 4,007 | $2.49M | 0.05% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,055 | $2.50M | 0.38% | +11+0.3% | Added |
| STF Management LP | 4,039 | $2.51M | 1.14% | −460−10.2% | Reduced |
| Dakota Wealth Management | 4,057 | $2.52M | 0.06% | +213+5.5% | Added |
| Nicholas Investment Partners, LP | 4,063 | $2.52M | 0.23% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 4,063 | $2.52M | 0.37% | +116+2.9% | Added |
| Ritholtz Wealth Management | 4,095 | $2.54M | 0.08% | +174+4.4% | Added |
| HighPoint Advisor Group LLC | 4,092 | $2.54M | 0.15% | −114−2.7% | Reduced |
| Darwin Advisors, LLC | 4,143 | $2.57M | 0.71% | +4,143 | New |
| Twin Tree Management, LP | 4,151 | $2.58M | 0.06% | −29,094−87.5% | Reduced |
| Summit Trail Advisors, LLC | 4,175 | $2.59M | 0.06% | +162+4.0% | Added |
| William Allan, LLC | 4,177 | $2.59M | 1.61% | −66−1.6% | Reduced |
| Freedom Day Solutions, LLC | 4,186 | $2.60M | 0.81% | +17+0.4% | Added |
| Essex Investment Management Co LLC | 4,189 | $2.60M | 0.45% | −853−16.9% | Reduced |
| WBI Investments | 4,201 | $2.61M | 0.63% | −708−14.4% | Reduced |
| Guardian Capital Advisors LP | 4,317 | $2.62M | 0.26% | −385−8.2% | Reduced |
| ClariVest Asset Management LLC | 3,986 | $2.62M | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,220 | $2.62M | 0.21% | +759+21.9% | Added |
| Covenant Asset Management, LLC | 4,249 | $2.64M | 0.59% | +36+0.9% | Added |
| Central Pacific Bank - Trust Division | 4,258 | $2.64M | 0.33% | −1,266−22.9% | Reduced |
| BDF-Gestion | 10,949 | $2.65M | 0.43% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 4,312 | $2.68M | 0.87% | −362−7.7% | Reduced |
| Scott & Selber, Inc. | 4,317 | $2.68M | 0.83% | −19−0.4% | Reduced |
| Old National Bancorp | 4,320 | $2.68M | 0.06% | −59−1.3% | Reduced |
| FORA Capital, LLC | 4,323 | $2.68M | 0.32% | +4,323 | New |
| Ironwood Financial, llc | 4,336 | $2.69M | 0.57% | −76−1.7% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.70M | 0.44% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,341 | $2.70M | 0.20% | +198+4.8% | Added |
| Petredis Investment Advisors LLC | 4,343 | $2.70M | 0.29% | +9+0.2% | Added |
| Argonautica Private Wealth Management, Inc | 4,363 | $2.71M | 0.90% | +4+0.1% | Added |
| MV Capital Management, Inc. | 4,388 | $2.72M | 0.29% | −16−0.4% | Reduced |
| Welch & Forbes LLC | 4,408 | $2.74M | 0.03% | −145−3.2% | Reduced |
| BNP Paribas | 4,477 | $2.75M | 0.11% | +63+1.4% | Added |
| Harfst & Associates, Inc. | 4,441 | $2.76M | 0.62% | −46−1.0% | Reduced |
| Ted Buchan & Co | 4,456 | $2.77M | 1.31% | −6,166−58.0% | Reduced |
| Guardian Capital LP | 4,470 | $2.78M | 0.10% | +300+7.2% | Added |
| Spire Wealth Management | 4,538 | $2.82M | 0.10% | +656+16.9% | Added |
| Roundview Capital LLC | 4,541 | $2.82M | 0.20% | +133+3.0% | Added |
| Kestra Private Wealth Services, LLC | 4,551 | $2.83M | 0.05% | +1,131+33.1% | Added |
| China Universal Asset Management Co., Ltd. | 4,551 | $2.83M | 0.31% | +2,435+115.1% | Added |
| Sanders Morris Harris LLC | 4,576 | $2.84M | 0.47% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,599 | $2.86M | 0.71% | +150+3.4% | Added |
| Biltmore Family Office, LLC | 4,609 | $2.86M | 0.49% | +32+0.7% | Added |
| Perigon Wealth Management, LLC | 4,631 | $2.88M | 0.08% | +1,342+40.8% | Added |
| Harrington Investments, INC | 4,637 | $2.88M | 1.57% | +322+7.5% | Added |
| Palisade Capital Management LLC | 4,642 | $2.88M | 0.08% | −74−1.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,643 | $2.88M | 0.65% | −108−2.3% | Reduced |
| Cullinan Associates Inc | 4,710 | $2.88M | 0.16% | −1,900−28.7% | Reduced |
| Gateway Investment Advisers LLC | 4,678 | $2.91M | 0.03% | −33−0.7% | Reduced |
| Boit C F David | 4,800 | $2.91M | 1.44% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,707 | $2.92M | 0.02% | −5,416−53.5% | Reduced |
| Bleakley Financial Group, LLC | 4,713 | $2.93M | 0.09% | +156+3.4% | Added |
| Kirtland Hills Capital Management, LLC | 4,735 | $2.94M | 1.62% | +4+0.1% | Added |
| KP Management LLC | 4,750 | $2.95M | 1.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,759 | $2.96M | 0.10% | +428+9.9% | Added |
| Legacy Trust | 4,816 | $2.99M | 0.69% | −45−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 4,817 | $2.99M | 0.14% | +267+5.9% | Added |
| Herold Advisors, Inc. | 4,894 | $3.04M | 0.66% | −34−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,010 | $3.07M | 0.15% | +325+6.9% | Added |
| Intech Investment Management LLC | 4,953 | $3.08M | 0.03% | −77−1.5% | Reduced |
| Crestline Management, LP | 4,960 | $3.08M | 0.18% | +4,960 | New |
| Qsemble Capital Management, LP | 4,977 | $3.09M | 0.57% | +4,977 | New |
| Brown Brothers Harriman & Co | 4,999 | $3.10M | 0.02% | +276+5.8% | Added |
| Viking Fund Management LLC | 5,000 | $3.10M | 0.50% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,004 | $3.11M | 0.13% | −36,939−88.1% | Reduced |
| Decatur Capital Management, Inc. | 5,057 | $3.14M | 1.45% | +6+0.1% | Added |
| Walleye Trading LLC | 5,106 | $3.17M | 0.08% | +5,106 | New |
| Jennison Associates LLC | 5,108 | $3.17M | 0.00% | −7,483−59.4% | Reduced |
| Eagle Asset Management Inc | 4,649 | $3.18M | 0.02% | +799+20.8% | Added |
| Brasada Capital Management, LP | 5,250 | $3.19M | 0.56% | +251+5.0% | Added |
| Davidson Capital Management Inc. | 5,144 | $3.19M | 0.92% | −44−0.8% | Reduced |