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 |
|---|---|---|---|---|---|
| Hampton Road Capital Management LP | 17,500 | $10.9M | 1.86% | +17,500 | New |
| Hartford Investment Management Co | 17,594 | $10.9M | 0.36% | −354−2.0% | Reduced |
| Financial Counselors Inc | 17,637 | $11.0M | 0.16% | −14−0.1% | Reduced |
| Tiaa Trust, National Association | 17,784 | $11.0M | 0.03% | −562−3.1% | Reduced |
| Huntington National Bank | 17,813 | $11.1M | 0.08% | +165+0.9% | Added |
| Peapack Gladstone Financial Corp | 17,826 | $11.1M | 0.16% | −35−0.2% | Reduced |
| Bailard, Inc. | 18,099 | $11.2M | 0.29% | +78+0.4% | Added |
| Mizuho Securities USA LLC | 18,127 | $11.3M | 0.24% | −3,460−16.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,180 | $11.3M | 0.68% | −39−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 18,206 | $11.3M | 0.27% | −2,454−11.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,537 | $11.5M | 0.16% | +355+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 18,621 | $11.6M | 0.09% | −37,537−66.8% | Reduced |
| Hancock Whitney Corp | 18,767 | $11.7M | 0.38% | +14,371+326.9% | Added |
| Sara-Bay Financial | 18,874 | $11.7M | 4.92% | −547−2.8% | Reduced |
| Patten & Patten Inc | 19,032 | $11.8M | 0.78% | −352−1.8% | Reduced |
| Bessemer Group Inc | 19,052 | $11.8M | 0.02% | +283+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 19,102 | $11.9M | 0.02% | −52,800−73.4% | Reduced |
| Jasper Ridge Partners, L.P. | 19,145 | $11.9M | 0.34% | −18,075−48.6% | Reduced |
| Sanctuary Advisors, LLC | 18,754 | $12.0M | 0.08% | −623−3.2% | Reduced |
| Alley Investment Management Company, LLC | 19,382 | $12.0M | 1.52% | −40−0.2% | Reduced |
| Kentucky Retirement Systems | 19,475 | $12.1M | 0.36% | −1,623−7.7% | Reduced |
| Shell Asset Management Co | 19,559 | $12.1M | 0.53% | +19,559 | New |
| Banque Cantonale Vaudoise | 19,906 | $12.4M | 0.51% | +858+4.5% | Added |
| Evexia Wealth LLC | 20,584 | $12.4M | 4.40% | +2,633+14.7% | Added |
| Advisors Asset Management, Inc. | 20,034 | $12.4M | 0.23% | +648+3.3% | Added |
| Hantz Financial Services, Inc. | 20,071 | $12.5M | 0.22% | +902+4.7% | Added |
| Artemis Investment Management LLP | 20,086 | $12.5M | 0.19% | −59,144−74.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,188 | $12.5M | 0.23% | +418+2.1% | Added |
| Compagnie Lombard Odier SCmA | 20,338 | $12.6M | 0.20% | +697+3.5% | Added |
| YHB Investment Advisors, Inc. | 20,392 | $12.7M | 1.05% | −770−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 20,585 | $12.8M | 0.02% | +7,544+57.8% | Added |
| Cohen Klingenstein LLC | 20,600 | $12.8M | 0.45% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 20,675 | $12.8M | 0.32% | −19,167−48.1% | Reduced |
| Liberty Capital Management, Inc. | 20,977 | $13.0M | 2.88% | +162+0.8% | Added |
| Bamco Inc | 21,007 | $13.0M | 0.03% | −3,419−14.0% | Reduced |
| Northstar Asset Management Inc | 21,161 | $13.1M | 3.23% | −77−0.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 21,288 | $13.2M | 1.39% | +10,644+100.0% | Added |
| Manchester Global Management (UK) Ltd | 21,426 | $13.3M | 2.15% | −6,782−24.0% | Reduced |
| Ieq Capital, LLC | 21,578 | $13.4M | 0.16% | +2,013+10.3% | Added |
| Point72 Asset Management, L.P. | 21,596 | $13.4M | 0.05% | +21,596 | New |
| First Horizon Advisors, Inc. | 21,837 | $13.6M | 0.38% | +187+0.9% | Added |
| Gulf International Bank (UK) Ltd | 21,963 | $13.6M | 0.35% | −7,973−26.6% | Reduced |
| Rakuten Investment Management, Inc. | 22,199 | $13.7M | 0.08% | +5,688+34.4% | Added |
| Impax Asset Management Group plc | 22,248 | $13.8M | 0.05% | +4,759+27.2% | Added |
| Nomura Holdings Inc | 22,630 | $14.1M | 0.11% | +18,967+517.8% | Added |
| Rockefeller Capital Management L.P. | 22,663 | $14.1M | 0.04% | −1,067−4.5% | Reduced |
| JGP Wealth Management, LLC | 22,743 | $14.1M | 1.82% | +267+1.2% | Added |
| Avantax Advisory Services, Inc. | 22,804 | $14.2M | 0.09% | +564+2.5% | Added |
| Aquatic Capital Management LLC | 23,160 | $14.4M | 0.38% | +16,800+264.2% | Added |
| Sienna Gestion | 23,307 | $14.4M | 0.96% | +5,622+31.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 23,374 | $14.5M | 0.13% | −19,977−46.1% | Reduced |
| Parallel Advisors, LLC | 23,374 | $14.5M | 0.34% | +388+1.7% | Added |
| HFR Wealth Management, LLC | 23,433 | $14.6M | 3.53% | +129+0.6% | Added |
| Quantinno Capital Management LP | 23,817 | $14.8M | 0.19% | +2,855+13.6% | Added |
| Cary Street Partner Investment Advisory LLC | 23,876 | $14.8M | 0.55% | −357−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 23,881 | $14.8M | 0.28% | −162−0.7% | Reduced |
| Railway Pension Investments Ltd | 24,100 | $15.0M | 0.18% | +14,000+138.6% | Added |
| Atalanta Sosnoff Capital, LLC | 24,269 | $15.1M | 0.32% | +4,457+22.5% | Added |
| Appleton Partners Inc | 24,347 | $15.1M | 1.11% | −2,267−8.5% | Reduced |
| Zevenbergen Capital Investments LLC | 24,421 | $15.2M | 0.32% | +420+1.7% | Added |
| Ethic Inc. | 23,447 | $15.2M | 0.39% | −916−3.8% | Reduced |
| Profund Advisors LLC | 24,553 | $15.2M | 0.58% | −1,553−5.9% | Reduced |
| Overbrook Management Corp | 24,609 | $15.3M | 3.51% | −3,228−11.6% | Reduced |
| Middleton & Co Inc | 24,741 | $15.4M | 1.70% | +79+0.3% | Added |
| Illinois Municipal Retirement Fund | 24,785 | $15.4M | 0.22% | −2,368−8.7% | Reduced |
| Trust Co of Vermont | 25,134 | $15.6M | 0.78% | +920+3.8% | Added |
| AMF Pensionsforsakring AB | 25,247 | $15.7M | 0.11% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,392 | $15.8M | 0.11% | −90.0% | Reduced |
| Trajan Wealth LLC | 25,514 | $15.8M | 0.93% | +2,787+12.3% | Added |
| Sit Investment Associates Inc | 25,587 | $15.9M | 0.35% | −1,061−4.0% | Reduced |
| Commerce Bank | 25,639 | $15.9M | 0.10% | −543−2.1% | Reduced |
| Steel Peak Wealth Management LLC | 25,762 | $16.0M | 0.71% | +3,286+14.6% | Added |
| LGT Group Foundation | 26,377 | $16.0M | 0.26% | −16,675−38.7% | Reduced |
| Bryn Mawr Trust Co | 25,869 | $16.1M | 0.29% | +1,721+7.1% | Added |
| Gradient Investments LLC | 26,221 | $16.3M | 0.34% | +2,756+11.7% | Added |
| Axiom Advisory, LLC | 25,783 | $16.5M | 0.15% | −28,506−52.5% | Reduced |
| Elo Mutual Pension Insurance Co | 26,557 | $16.5M | 0.35% | +850+3.3% | Added |
| Earnest Partners LLC | 26,615 | $16.5M | 0.07% | −56−0.2% | Reduced |
| Lido Advisors, LLC | 26,970 | $16.7M | 0.13% | −2,237−7.7% | Reduced |
| Aptus Capital Advisors, LLC | 27,276 | $16.9M | 0.26% | +4,389+19.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,768 | $17.2M | 0.06% | +480+1.8% | Added |
| Forte Capital LLC | 28,099 | $17.4M | 1.97% | −387−1.4% | Reduced |
| GWM Advisors LLC | 28,114 | $17.5M | 0.11% | +6,135+27.9% | Added |
| Atria Investments LLC | 28,213 | $17.5M | 0.22% | +821+3.0% | Added |
| NEOS Investment Management LLC | 28,381 | $17.6M | 0.53% | +5,054+21.7% | Added |
| LTS One Management LP | 28,500 | $17.7M | 5.12% | +6,000+26.7% | Added |
| Copeland Capital Management, LLC | 28,577 | $17.7M | 0.31% | −1,158−3.9% | Reduced |
| Montag & Caldwell, LLC | 28,622 | $17.8M | 3.61% | −1,244−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 28,637 | $17.8M | 0.32% | −1,823−6.0% | Reduced |
| Point72 (DIFC) Ltd | 28,727 | $17.8M | 1.38% | +28,727 | New |
| Hamilton Capital Partners Inc. | 28,750 | $17.9M | 1.55% | +5,186+22.0% | Added |
| Abner Herrman & Brock LLC | 29,242 | $18.2M | 2.19% | +112+0.4% | Added |
| Westpac Banking Corp | 29,249 | $18.2M | 1.22% | +14,333+96.1% | Added |
| iA Global Asset Management Inc. | 29,256 | $18.2M | 0.32% | +1,175+4.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,307 | $18.2M | 0.04% | +1,779+6.5% | Added |
| JustInvest LLC | 29,557 | $18.4M | 0.30% | +5,663+23.7% | Added |
| Congress Wealth Management LLC | 29,623 | $18.4M | 0.25% | +659+2.3% | Added |
| Los Angeles Capital Management LLC | 29,640 | $18.4M | 0.07% | −9,653−24.6% | Reduced |
| Raub Brock Capital Management LP | 29,972 | $18.6M | 3.78% | −915−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 29,972 | $18.6M | 0.04% | −1,646−5.2% | Reduced |