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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 7,702 | $4.78M | 0.02% | −757−8.9% | Reduced |
| Coldstream Capital Management Inc | 7,584 | $4.78M | 0.10% | +1,097+16.9% | Added |
| Silvercrest Asset Management Group LLC | 7,727 | $4.80M | 0.03% | −203−2.6% | Reduced |
| Stony Point Capital LLC | 7,731 | $4.80M | 1.15% | +224+3.0% | Added |
| Centiva Capital, LP | 7,737 | $4.80M | 0.22% | +4,436+134.4% | Added |
| Papp L Roy & Associates | 7,765 | $4.82M | 0.58% | +25+0.3% | Added |
| First Foundation Advisors | 7,776 | $4.83M | 0.18% | +232+3.1% | Added |
| Massmutual Trust Co FSB | 7,794 | $4.84M | 0.14% | −2,724−25.9% | Reduced |
| Vanderbilt University | 7,800 | $4.84M | 0.90% | −1,433−15.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,843 | $4.87M | 0.21% | +293+3.9% | Added |
| Mirabaud Asset Management Ltd | 7,873 | $4.87M | 2.01% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 7,960 | $4.94M | 3.13% | −140−1.7% | Reduced |
| Rench Wealth Management, Inc. | 7,993 | $4.96M | 1.70% | +594+8.0% | Added |
| Canal Capital Management, LLC | 7,994 | $4.96M | 0.79% | +5+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 8,083 | $5.02M | 0.49% | −572−6.6% | Reduced |
| E Fund Management Co., Ltd. | 8,088 | $5.02M | 0.26% | +1,128+16.2% | Added |
| AE Wealth Management LLC | 8,103 | $5.03M | 0.05% | −623−7.1% | Reduced |
| Watchman Group, Inc. | 8,109 | $5.04M | 1.31% | −56−0.7% | Reduced |
| Beacon Investment Advisors LLC | 8,173 | $5.08M | 2.40% | +53+0.7% | Added |
| Iyo Bank, Ltd. | 8,183 | $5.08M | 1.80% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 11,227 | $5.12M | 0.41% | +368+3.4% | Added |
| Letson Investment Management, Inc. | 8,258 | $5.13M | 2.01% | +39+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,277 | $5.14M | 0.36% | −753−8.3% | Reduced |
| FourThought Financial Partners, LLC | 8,293 | $5.15M | 0.61% | +35+0.4% | Added |
| APG Asset Management US Inc. | 8,515 | $5.16M | 0.03% | −78,961−90.3% | Reduced |
| TD Private Client Wealth LLC | 8,314 | $5.16M | 0.15% | −663−7.4% | Reduced |
| Sendero Wealth Management, LLC | 8,355 | $5.19M | 0.82% | +223+2.7% | Added |
| Parallax Volatility Advisers, L.P. | 8,367 | $5.20M | 0.13% | +8,367 | New |
| Quest Investment Management LLC | 8,400 | $5.22M | 0.61% | +5,297+170.7% | Added |
| Private Advisor Group, LLC | 8,417 | $5.23M | 0.03% | −70−0.8% | Reduced |
| Denali Advisors LLC | 8,492 | $5.27M | 0.57% | +8,492 | New |
| Independent Advisor Alliance | 8,531 | $5.30M | 0.19% | +117+1.4% | Added |
| Everence Capital Management Inc | 8,550 | $5.31M | 0.33% | −950−10.0% | Reduced |
| LMCG Investments, LLC | 8,591 | $5.34M | 0.32% | −6,560−43.3% | Reduced |
| Madison Asset Management, LLC | 8,713 | $5.41M | 0.06% | −351−3.9% | Reduced |
| Harbour Capital Advisors, LLC | 8,738 | $5.43M | 1.25% | +20+0.2% | Added |
| TrimTabs Asset Management, LLC | 8,753 | $5.44M | 1.26% | +2,306+35.8% | Added |
| Stansberry Asset Management, LLC | 8,793 | $5.46M | 0.68% | +562+6.8% | Added |
| Sumitomo Life Insurance Co | 8,836 | $5.49M | 0.11% | +137+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,859 | $5.50M | 0.13% | −52−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,977 | $5.58M | 0.08% | +305+3.5% | Added |
| Boston Financial Mangement LLC | 8,994 | $5.59M | 0.17% | −193−2.1% | Reduced |
| L & S Advisors Inc | 9,137 | $5.67M | 0.59% | −5,049−35.6% | Reduced |
| Greenleaf Trust | 9,151 | $5.68M | 0.05% | +147+1.6% | Added |
| First Western Trust Bank | 9,158 | $5.69M | 0.26% | −1,102−10.7% | Reduced |
| Snowden Capital Advisors LLC | 9,209 | $5.72M | 0.17% | −115−1.2% | Reduced |
| Ellsworth Advisors, LLC | 9,212 | $5.72M | 1.48% | −456−4.7% | Reduced |
| RSM US Wealth Management LLC | 9,469 | $5.74M | 0.08% | −519−5.2% | Reduced |
| Duncker Streett & Co Inc | 9,312 | $5.78M | 1.06% | −1,139−10.9% | Reduced |
| Investment Management Corp of Ontario | 9,314 | $5.78M | 0.13% | +3,100+49.9% | Added |
| Change Path, LLC | 9,319 | $5.79M | 0.20% | +1,947+26.4% | Added |
| Knights of Columbus Asset Advisors LLC | 9,335 | $5.80M | 0.38% | +3,480+59.4% | Added |
| Conning Inc. | 9,359 | $5.81M | 0.19% | −67−0.7% | Reduced |
| Uhlmann Price Securities, LLC | 9,813 | $5.85M | 4.65% | +9,813 | New |
| Two Sigma Securities, LLC | 9,427 | $5.85M | 0.46% | +1,614+20.7% | Added |
| Wambolt & Associates, LLC | 9,682 | $5.87M | 1.60% | +307+3.3% | Added |
| Dynamic Advisor Solutions LLC | 9,458 | $5.87M | 0.18% | −1,090−10.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,498 | $5.90M | 0.53% | −885−8.5% | Reduced |
| AdvisorShares Investments LLC | 9,513 | $5.91M | 1.13% | −638−6.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,530 | $5.92M | 0.08% | −295−3.0% | Reduced |
| Veriti Management LLC | 9,561 | $5.94M | 0.32% | +1,003+11.7% | Added |
| Wetherby Asset Management Inc | 9,586 | $5.95M | 0.27% | −94−1.0% | Reduced |
| D.A. Davidson & Co. | 9,603 | $5.96M | 0.05% | +343+3.7% | Added |
| Empirical Finance, LLC | 9,604 | $5.96M | 0.35% | +214+2.3% | Added |
| Magnetar Financial LLC | 9,640 | $5.99M | 0.13% | +9,640 | New |
| Altrafin AG | 9,663 | $6.00M | 2.16% | +2,305+31.3% | Added |
| Bouvel Investment Partners, LLC | 9,683 | $6.01M | 2.26% | +49+0.5% | Added |
| First Nebraska Trust Co | 9,698 | $6.02M | 0.59% | −70−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 9,716 | $6.03M | 0.16% | −26,443−73.1% | Reduced |
| Campbell Capital Management Inc | 9,731 | $6.04M | 2.39% | −1,565−13.9% | Reduced |
| J. Safra Sarasin Holding AG | 9,747 | $6.05M | 0.11% | +556+6.0% | Added |
| Plato Investment Management Ltd | 9,757 | $6.05M | 0.49% | +628+6.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,758 | $6.06M | 1.21% | +325+3.4% | Added |
| Bey-Douglas LLC | 9,844 | $6.11M | 5.36% | −32−0.3% | Reduced |
| Stonegate Investment Group, LLC | 9,916 | $6.16M | 0.16% | +279+2.9% | Added |
| M. Kulyk & Associates, LLC | 9,937 | $6.17M | 1.24% | −59−0.6% | Reduced |
| EP Wealth Advisors, LLC | 9,987 | $6.20M | 0.05% | +4,422+79.5% | Added |
| Phoenix Holdings Ltd. | 10,078 | $6.27M | 0.09% | −1,467−12.7% | Reduced |
| Trust Co of Virginia | 10,182 | $6.32M | 0.57% | −455−4.3% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.33M | 0.68% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.58% | +160+1.6% | Added |
| Engineers Gate Manager LP | 10,419 | $6.47M | 0.13% | +7,938+320.0% | Added |
| Kestra Advisory Services, LLC | 10,552 | $6.55M | 0.04% | −161−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,585 | $6.57M | 0.35% | +3,258+44.5% | Added |
| Donaldson Capital Management, LLC | 10,610 | $6.59M | 0.25% | −1,211−10.2% | Reduced |
| Verition Fund Management LLC | 10,628 | $6.60M | 0.04% | +3,297+45.0% | Added |
| Twin Capital Management Inc | 10,639 | $6.61M | 0.75% | +736+7.4% | Added |
| Strategic Wealth Partners, Ltd. | 10,676 | $6.63M | 0.64% | −84−0.8% | Reduced |
| Two Point Capital Management, Inc. | 10,719 | $6.66M | 2.43% | +77+0.7% | Added |
| Lindbrook Capital, LLC | 10,722 | $6.66M | 0.59% | −205−1.9% | Reduced |
| NewEdge Wealth, LLC | 10,770 | $6.69M | 0.12% | +1,313+13.9% | Added |
| HM Payson & Co | 10,808 | $6.71M | 0.12% | −42−0.4% | Reduced |
| Oppenheimer & Co Inc | 10,835 | $6.73M | 0.10% | −177−1.6% | Reduced |
| Howe & Rusling Inc | 10,857 | $6.74M | 0.58% | +808+8.0% | Added |
| Apollon Wealth Management, LLC | 10,863 | $6.75M | 0.19% | +1,541+16.5% | Added |
| Raymond James Trust N.A. | 10,869 | $6.75M | 0.15% | −46−0.4% | Reduced |
| Carderock Capital Management Inc | 10,935 | $6.79M | 1.60% | −95−0.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 10,969 | $6.81M | 0.31% | −750−6.4% | Reduced |
| Buck Wealth Strategies, LLC | 11,001 | $6.83M | 2.15% | −1,625−12.9% | Reduced |
| Motley Fool Asset Management LLC | 11,280 | $6.84M | 0.40% | +419+3.9% | Added |