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 |
|---|---|---|---|---|---|
| Long Road Investment Counsel, LLC | 5,170 | $3.21M | 1.28% | 00.0% | Unchanged |
| Readystate Asset Management LP | 5,212 | $3.24M | 0.17% | +5,212 | New |
| LGT Fund Management Co Ltd. | 5,340 | $3.24M | 0.34% | −960−15.2% | Reduced |
| Compass Wealth Management LLC | 5,228 | $3.25M | 0.76% | −35−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,240 | $3.25M | 0.23% | +61+1.2% | Added |
| Scharf Investments, LLC | 5,244 | $3.26M | 0.09% | +126+2.5% | Added |
| Concurrent Investment Advisors, LLC | 5,245 | $3.26M | 0.10% | +333+6.8% | Added |
| Whitford Management LLC | 5,254 | $3.26M | 1.85% | +20.0% | Added |
| Frank, Rimerman Advisors LLC | 5,297 | $3.29M | 0.23% | −700−11.7% | Reduced |
| First Personal Financial Services | 5,361 | $3.33M | 0.70% | +444+9.0% | Added |
| Diversified Trust Co | 5,363 | $3.33M | 0.08% | +858+19.0% | Added |
| Farther Finance Advisors, LLC | 5,372 | $3.34M | 0.13% | −38−0.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,373 | $3.34M | 2.10% | −269−4.8% | Reduced |
| Vestcor Inc | 5,382 | $3.34M | 0.11% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,387 | $3.35M | 1.77% | +12+0.2% | Added |
| First Bank & Trust | 5,397 | $3.35M | 0.64% | −65−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 5,437 | $3.38M | 0.04% | −82−1.5% | Reduced |
| Martin Capital Advisors, LLP | 5,486 | $3.41M | 2.43% | −15−0.3% | Reduced |
| Bayesian Capital Management, LP | 5,500 | $3.42M | 0.40% | +2,100+61.8% | Added |
| Americana Partners, LLC | 5,506 | $3.42M | 0.23% | +376+7.3% | Added |
| Hilltop Holdings Inc. | 5,535 | $3.44M | 0.22% | +3,024+120.4% | Added |
| Empowered Funds, LLC | 5,556 | $3.45M | 0.05% | −1,011−15.4% | Reduced |
| RVW Wealth, LLC | 5,559 | $3.45M | 0.32% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,584 | $3.47M | 0.21% | +2,551+84.1% | Added |
| Thoroughbred Financial Services, LLC | 5,602 | $3.48M | 0.22% | −96−1.7% | Reduced |
| Equitable Trust Co | 5,618 | $3.49M | 0.22% | +166+3.0% | Added |
| Chilton Investment Co LLC | 5,619 | $3.49M | 0.09% | −377−6.3% | Reduced |
| Roberts Wealth Advisors, LLC | 5,716 | $3.51M | 1.13% | +34+0.6% | Added |
| Baader Bank INC | 5,734 | $3.55M | 0.30% | −391−6.4% | Reduced |
| Warren Averett Asset Management, LLC | 5,739 | $3.56M | 0.07% | +594+11.5% | Added |
| S&CO Inc | 5,749 | $3.57M | 0.23% | 00.0% | Unchanged |
| Weil Company, Inc. | 5,749 | $3.57M | 1.17% | −236−3.9% | Reduced |
| Zions Bancorporation, N.A. | 5,761 | $3.58M | 0.26% | +170+3.0% | Added |
| Gamco Investors, Inc. Et Al | 5,770 | $3.58M | 0.04% | −248−4.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,772 | $3.58M | 0.42% | −359−5.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,789 | $3.59M | 0.14% | +71+1.2% | Added |
| Cohen Investment Advisors LLC | 5,790 | $3.60M | 2.20% | −481−7.7% | Reduced |
| Summerhill Capital Management lnc. | 5,853 | $3.63M | 2.49% | +93+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 5,898 | $3.66M | 0.20% | +135+2.3% | Added |
| Vident Advisory, LLC | 5,930 | $3.68M | 0.09% | +1,191+25.1% | Added |
| Dividend Assets Capital, LLC | 5,936 | $3.69M | 0.70% | +214+3.7% | Added |
| Signaturefd, LLC | 5,940 | $3.69M | 0.07% | +139+2.4% | Added |
| Mitchell Capital Management Co | 5,941 | $3.69M | 0.64% | −437−6.9% | Reduced |
| Eventide Asset Management, LLC | 5,971 | $3.71M | 0.06% | +2,393+66.9% | Added |
| AXS Investments LLC | 5,994 | $3.72M | 0.99% | −1,105−15.6% | Reduced |
| Settian Capital LP | 6,000 | $3.73M | 2.72% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 6,011 | $3.73M | 0.89% | +4,597+325.1% | Added |
| Groupama Asset Managment | 7,517 | $3.75M | 0.10% | +720+10.6% | Added |
| Ocean Capital Management, LLC | 6,048 | $3.76M | 0.88% | +75+1.3% | Added |
| Meeder Advisory Services, Inc. | 6,051 | $3.76M | 0.24% | +213+3.6% | Added |
| Bellwether Advisors, LLC | 6,055 | $3.76M | 0.72% | +6,055 | New |
| Clark Capital Management Group, Inc. | 6,094 | $3.78M | 0.03% | +739+13.8% | Added |
| Vestmark Advisory Solutions, Inc. | 6,101 | $3.79M | 0.14% | +264+4.5% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.82M | 0.42% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 6,172 | $3.83M | 0.98% | +728+13.4% | Added |
| HB Wealth Management, LLC | 6,251 | $3.88M | 0.04% | +699+12.6% | Added |
| EFG Asset Management (North America) Corp. | 6,252 | $3.88M | 0.65% | +1,114+21.7% | Added |
| Alps Advisors Inc | 6,254 | $3.88M | 0.03% | +1,746+38.7% | Added |
| Strategic Planning Group, LLC | 6,266 | $3.89M | 0.77% | +301+5.0% | Added |
| Beacon Pointe Advisors, LLC | 6,288 | $3.91M | 0.05% | −740−10.5% | Reduced |
| ABN AMRO Bank N.V. | 6,357 | $3.91M | 0.05% | +5,297+499.7% | Added |
| Legacy Advisors, LLC | 6,333 | $3.93M | 0.43% | +242+4.0% | Added |
| Mission Creek Capital Partners, Inc. | 6,384 | $3.96M | 0.92% | −41−0.6% | Reduced |
| Central Trust Co | 6,394 | $3.97M | 0.09% | −1,985−23.7% | Reduced |
| Aubrey Capital Management Ltd | 8,100 | $3.98M | 1.54% | +1,400+20.9% | Added |
| Longbow Finance SA | 6,496 | $4.03M | 0.43% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,514 | $4.05M | 0.53% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 6,553 | $4.07M | 0.41% | +6,553 | New |
| Procyon Private Wealth Partners, LLC | 6,570 | $4.08M | 0.28% | +94+1.5% | Added |
| Reuter James Wealth Management, LLC | 6,579 | $4.09M | 0.75% | +6,223+1,748.0% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 6,610 | $4.10M | 0.08% | +190+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 6,618 | $4.11M | 0.29% | +1,188+21.9% | Added |
| Evoke Wealth, LLC | 6,637 | $4.12M | 0.11% | +6,637 | New |
| Lecap Asset Management Ltd | 6,673 | $4.14M | 0.89% | +6,673 | New |
| Liberty One Investment Management, LLC | 6,729 | $4.18M | 0.43% | +315+4.9% | Added |
| Silphium Asset Management Ltd | 6,775 | $4.21M | 1.51% | +1,555+29.8% | Added |
| Horizon Investments, LLC | 6,835 | $4.24M | 0.11% | +1,809+36.0% | Added |
| Scholtz & Company, LLC | 6,883 | $4.27M | 2.02% | −30−0.4% | Reduced |
| Principal Securities, Inc. | 6,888 | $4.28M | 0.10% | +606+9.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,896 | $4.28M | 0.20% | +276+4.2% | Added |
| Logan Capital Management Inc | 6,911 | $4.29M | 0.18% | −53−0.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,936 | $4.31M | 0.59% | +388+5.9% | Added |
| City Holding Co | 6,990 | $4.34M | 0.60% | −941−11.9% | Reduced |
| Redmond Asset Management, LLC | 7,064 | $4.39M | 1.38% | −293−4.0% | Reduced |
| CAPROCK Group, Inc. | 7,066 | $4.39M | 0.16% | +19+0.3% | Added |
| Cypress Capital Group | 7,141 | $4.43M | 0.50% | −242−3.3% | Reduced |
| V-Square Quantitative Management LLC | 7,170 | $4.45M | 0.65% | +413+6.1% | Added |
| Evergreen Private Wealth LLC | 7,181 | $4.46M | 2.07% | +110+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,213 | $4.48M | 0.27% | +7,213 | New |
| Fukoku Mutual Life Insurance Co | 7,228 | $4.49M | 0.32% | −311−4.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,262 | $4.51M | 0.05% | −288−3.8% | Reduced |
| First Hawaiian Bank | 7,298 | $4.53M | 0.14% | +372+5.4% | Added |
| BOK Financial Private Wealth, Inc. | 7,380 | $4.58M | 0.33% | −369−4.8% | Reduced |
| Howard Capital Management Inc. | 7,380 | $4.58M | 0.08% | +7,380 | New |
| Park Avenue Securities LLC | 7,400 | $4.60M | 0.05% | −3,857−34.3% | Reduced |
| Jones Financial Companies LLLP | 7,444 | $4.61M | 0.00% | +3,198+75.3% | Added |
| Fiduciary Trust Co | 7,484 | $4.65M | 0.06% | −10−0.1% | Reduced |
| Synovus Financial Corp | 7,495 | $4.65M | 0.05% | +231+3.2% | Added |
| Legal Advantage Investments, Inc. | 7,553 | $4.69M | 2.58% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,567 | $4.70M | 0.30% | −111−1.4% | Reduced |