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 |
|---|---|---|---|---|---|
| L1 Capital International Pty Ltd | 11,308 | $6.86M | 2.19% | +1,429+14.5% | Added |
| Simplex Trading, LLC | 11,078 | $6.88M | 0.23% | +10,177+1,129.5% | Added |
| ExodusPoint Capital Management, LP | 11,210 | $6.96M | 0.07% | +11,210 | New |
| Ameritas Investment Partners, Inc. | 11,268 | $7.00M | 0.23% | +178+1.6% | Added |
| SpiderRock Advisors, LLC | 11,380 | $7.07M | 0.15% | +34+0.3% | Added |
| Omers Administration Corp | 11,398 | $7.08M | 0.07% | +100+0.9% | Added |
| Stonebridge Capital Management Inc | 11,410 | $7.09M | 2.81% | 00.0% | Unchanged |
| Thematics Asset Management | 11,478 | $7.13M | 0.28% | −3,033−20.9% | Reduced |
| Axxcess Wealth Management, LLC | 11,486 | $7.13M | 0.18% | −576−4.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 11,535 | $7.16M | 1.40% | −505−4.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 11,552 | $7.17M | 0.20% | −6,102−34.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,612 | $7.21M | 3.51% | +20+0.2% | Added |
| Headlands Technologies LLC | 11,674 | $7.25M | 0.83% | +11,674 | New |
| 2Xideas AG | 11,688 | $7.26M | 0.98% | −5,553−32.2% | Reduced |
| Marietta Wealth Management, LLC | 11,694 | $7.26M | 1.06% | +362+3.2% | Added |
| Vinva Investment Management Ltd | 11,741 | $7.27M | 0.32% | +328+2.9% | Added |
| Douglas Lane & Associates, LLC | 11,750 | $7.30M | 0.10% | +10,123+622.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,901 | $7.40M | 0.14% | +6,473+119.3% | Added |
| American National Bank | 12,068 | $7.49M | 0.88% | +232+2.0% | Added |
| Kinneret Advisory, LLC | 12,073 | $7.50M | 0.69% | −158−1.3% | Reduced |
| Virtu Financial LLC | 12,087 | $7.51M | 0.41% | +12,087 | New |
| Stephens Inc | 12,156 | $7.55M | 0.11% | +193+1.6% | Added |
| Kingfisher Capital LLC | 12,177 | $7.56M | 1.73% | −607−4.7% | Reduced |
| Mission Wealth Management, LP | 12,282 | $7.63M | 0.19% | +3,238+35.8% | Added |
| Eagle Capital Management, LLC | 12,463 | $7.74M | 3.22% | +40.0% | Added |
| Sycomore Asset Management | 12,159 | $7.74M | 1.29% | −19,394−61.5% | Reduced |
| Bright Rock Capital Management, LLC | 12,500 | $7.76M | 1.56% | −2,500−16.7% | Reduced |
| MAI Capital Management | 12,757 | $7.92M | 0.08% | −776−5.7% | Reduced |
| Fulcrum Capital LLC | 12,806 | $7.95M | 1.73% | +72+0.6% | Added |
| Anderson Hoagland & Co | 13,040 | $7.96M | 0.81% | −11−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 12,877 | $8.00M | 0.48% | +3,198+33.0% | Added |
| Advisory Services Network, LLC | 12,208 | $8.02M | 0.17% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13,299 | $8.07M | 0.07% | +98+0.7% | Added |
| Jacobs & Co | 12,989 | $8.07M | 0.81% | +746+6.1% | Added |
| Natixis | 13,054 | $8.11M | 0.05% | −35,308−73.0% | Reduced |
| Carmignac Gestion | 13,085 | $8.12M | 0.14% | −665−4.8% | Reduced |
| Prana Capital Management, LP | 13,161 | $8.17M | 0.37% | +13,161 | New |
| BTC Capital Management, Inc. | 13,341 | $8.28M | 0.74% | −461−3.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,350 | $8.29M | 0.82% | +381+2.9% | Added |
| LMR Partners LLP | 13,393 | $8.32M | 0.18% | +13,393 | New |
| Parkwood LLC | 13,402 | $8.32M | 1.01% | −744−5.3% | Reduced |
| Citizens Financial Group Inc | 13,423 | $8.34M | 0.17% | +608+4.7% | Added |
| Chartwell Investment Partners, LLC | 13,511 | $8.39M | 0.29% | −493−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 13,529 | $8.40M | 0.09% | +1,121+9.0% | Added |
| New Mexico Educational Retirement Board | 13,678 | $8.49M | 0.29% | −400−2.8% | Reduced |
| American Money Management, LLC | 13,685 | $8.50M | 1.70% | −286−2.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,728 | $8.53M | 0.16% | −119−0.9% | Reduced |
| GTS Securities LLC | 13,741 | $8.53M | 0.17% | +8,592+166.9% | Added |
| Cyrus J. Lawrence, LLC | 13,889 | $8.63M | 1.69% | +190+1.4% | Added |
| Cornerstone Advisors, LLC | 14,100 | $8.76M | 0.35% | 00.0% | Unchanged |
| De Burlo Group Inc | 14,150 | $8.79M | 1.08% | −27,345−65.9% | Reduced |
| Elk River Wealth Management, LLC | 14,168 | $8.80M | 1.60% | +136+1.0% | Added |
| Unio Capital LLC | 14,201 | $8.82M | 3.57% | −118−0.8% | Reduced |
| Toroso Investments, LLC | 14,355 | $8.91M | 0.10% | +4,620+47.5% | Added |
| Dnca Finance | 14,400 | $8.94M | 0.77% | −1,400−8.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,457 | $8.98M | 0.17% | −434−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,499 | $9.00M | 0.03% | +2,115+17.1% | Added |
| Maplelane Capital, LLC | 14,500 | $9.00M | 1.05% | +14,500 | New |
| Flputnam Investment Management Co | 14,980 | $9.01M | 0.16% | +725+5.1% | Added |
| Norinchukin Bank, The | 14,612 | $9.07M | 0.21% | +2,250+18.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,684 | $9.12M | 0.16% | +270+1.9% | Added |
| Thrivent Financial for Lutherans | 14,733 | $9.15M | 0.02% | +388+2.7% | Added |
| CWA Asset Management Group, LLC | 14,869 | $9.23M | 0.49% | +14,869 | New |
| Whittier Trust Co of Nevada Inc | 14,909 | $9.26M | 0.24% | +202+1.4% | Added |
| Trexquant Investment LP | 14,957 | $9.29M | 0.12% | −6,435−30.1% | Reduced |
| TownSquare Capital, LLC | 15,000 | $9.31M | 0.11% | +1,595+11.9% | Added |
| MUFG Securities EMEA plc | 14,999 | $9.31M | 0.38% | −25,000−62.5% | Reduced |
| Central Bank & Trust Co | 15,101 | $9.38M | 1.29% | −994−6.2% | Reduced |
| CIBC World Markets Inc. | 15,108 | $9.38M | 0.02% | +960+6.8% | Added |
| Pitcairn Co | 15,151 | $9.41M | 0.56% | −2,005−11.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,179 | $9.42M | 0.05% | +6,260+70.2% | Added |
| Amica Mutual Insurance Co | 15,222 | $9.45M | 0.92% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 15,304 | $9.50M | 0.75% | −3,396−18.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,342 | $9.53M | 0.09% | +4,075+36.2% | Added |
| Metis Global Partners, LLC | 15,346 | $9.53M | 0.30% | +271+1.8% | Added |
| Tocqueville Asset Management L.P. | 15,355 | $9.54M | 0.15% | −750−4.7% | Reduced |
| Securian Asset Management, Inc | 15,450 | $9.59M | 0.28% | −639−4.0% | Reduced |
| Montag A & Associates Inc | 15,470 | $9.61M | 0.45% | −4,405−22.2% | Reduced |
| Oak Ridge Investments LLC | 15,549 | $9.66M | 0.84% | +1,019+7.0% | Added |
| Glenmede Trust Co NA | 15,647 | $9.72M | 0.05% | +361+2.4% | Added |
| Maryland State Retirement & Pension System | 15,749 | $9.78M | 0.21% | −5,601−26.2% | Reduced |
| Motco | 15,900 | $9.87M | 0.99% | −1,125−6.6% | Reduced |
| Sheets Smith Wealth Management | 15,972 | $9.92M | 1.21% | −25−0.2% | Reduced |
| Davenport & Co LLC | 16,022 | $9.95M | 0.06% | −1,609−9.1% | Reduced |
| Headinvest, LLC | 16,032 | $9.96M | 1.84% | −458−2.8% | Reduced |
| Ithaka Group LLC | 16,072 | $9.98M | 1.89% | −546−3.3% | Reduced |
| Apriem Advisors | 16,138 | $10.0M | 1.17% | −321−2.0% | Reduced |
| Arcadia Investment Management Corp | 16,205 | $10.1M | 1.65% | −1,562−8.8% | Reduced |
| Barlow Wealth Partners, Inc. | 16,788 | $10.1M | 1.32% | +300+1.8% | Added |
| Addenda Capital Inc. | 16,461 | $10.2M | 0.36% | +48+0.3% | Added |
| Pinnacle Financial Partners Inc | 16,651 | $10.3M | 0.21% | +419+2.6% | Added |
| Azimuth Capital Investment Management LLC | 16,859 | $10.5M | 0.41% | −10−0.1% | Reduced |
| CWM, LLC | 16,910 | $10.5M | 0.05% | +227+1.4% | Added |
| Bokf, NA | 17,438 | $10.5M | 0.19% | −521−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 16,978 | $10.5M | 0.48% | +50+0.3% | Added |
| XXEC, Inc. | 17,006 | $10.6M | 7.98% | −137−0.8% | Reduced |
| Allianz SE | 17,007 | $10.6M | 0.29% | +2,140+14.4% | Added |
| Northwestern Mutual Wealth Management Co | 17,309 | $10.7M | 0.01% | −34−0.2% | Reduced |
| Moore Capital Management, LP | 17,410 | $10.8M | 0.31% | +2,479+16.6% | Added |
| GAM Holding AG | 17,436 | $10.8M | 0.86% | +1,996+12.9% | Added |