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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 30,733 | $19.1M | 1.74% | +48+0.2% | Added |
| Segment Wealth Management, LLC | 30,783 | $19.1M | 1.31% | +135+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 30,867 | $19.2M | 1.53% | +238+0.8% | Added |
| Janney Montgomery Scott LLC | 31,405 | $19.5M | 0.05% | +242+0.8% | Added |
| MML Investors Services, LLC | 31,659 | $19.7M | 0.07% | −2,057−6.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 31,667 | $19.7M | 0.63% | −1,568−4.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 31,767 | $19.7M | 0.44% | +3,558+12.6% | Added |
| Bridges Investment Management Inc | 31,827 | $19.8M | 0.28% | −160−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,110 | $19.8M | 0.18% | +4,392+15.8% | Added |
| Cim, LLC | 32,032 | $19.9M | 2.87% | −20.0% | Reduced |
| Global X Japan Co., Ltd. | 32,196 | $20.0M | 2.56% | +5,457+20.4% | Added |
| Brinker Capital Investments, LLC | 32,531 | $20.2M | 0.20% | −1,795−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 32,531 | $20.2M | 0.20% | −1,795−5.2% | Reduced |
| HRT Financial LP | 33,018 | $20.5M | 0.10% | +33,018 | New |
| Raymond James Financial Services Advisors, Inc. | 33,107 | $20.6M | 0.03% | +2,263+7.3% | Added |
| Talbot Financial, LLC | 33,431 | $20.8M | 2.53% | +78+0.2% | Added |
| F/M Investments LLC | 34,395 | $21.4M | 0.73% | −135−0.4% | Reduced |
| Tairen Capital Ltd | 35,000 | $21.4M | 0.76% | +29,000+483.3% | Added |
| Kovitz Investment Group Partners, LLC | 38,146 | $21.6M | 0.15% | +1,312+3.6% | Added |
| RMB Capital Management, LLC | 35,189 | $21.9M | 0.50% | −268−0.8% | Reduced |
| Rockland Trust Co | 35,282 | $21.9M | 1.08% | +539+1.6% | Added |
| 1832 Asset Management L.P. | 35,606 | $22.1M | 0.04% | +442+1.3% | Added |
| State of Alaska, Department of Revenue | 35,704 | $22.2M | 0.24% | −1,740−4.6% | Reduced |
| Boston Common Asset Management, LLC | 35,705 | $22.2M | 0.58% | −7,805−17.9% | Reduced |
| Harvest Portfolios Group Inc. | 35,902 | $22.3M | 0.74% | +1,853+5.4% | Added |
| Teachers Retirement System of the State of Kentucky | 35,953 | $22.3M | 0.19% | −1,346−3.6% | Reduced |
| QRG Capital Management, Inc. | 36,021 | $22.4M | 0.24% | +1,604+4.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,076 | $22.4M | 0.02% | +1,720+5.0% | Added |
| Ci Investments Inc. | 36,219 | $22.5M | 0.09% | −31,667−46.6% | Reduced |
| Prudential PLC | 36,487 | $22.7M | 0.11% | −120−0.3% | Reduced |
| Louisiana State Employees Retirement System | 37,000 | $23.0M | 0.42% | −1,000−2.6% | Reduced |
| Northwest & Ethical Investments L.P. | 37,122 | $23.1M | 0.61% | +3,503+10.4% | Added |
| Yousif Capital Management, LLC | 37,552 | $23.3M | 0.25% | −142−0.4% | Reduced |
| Andra AP-fonden | 38,200 | $23.7M | 0.35% | −20,000−34.4% | Reduced |
| Wealthfront Advisers LLC | 38,263 | $23.8M | 0.07% | +522+1.4% | Added |
| Candriam Luxembourg S.C.A. | 38,372 | $23.8M | 0.14% | −16,459−30.0% | Reduced |
| Mutual of America Capital Management LLC | 38,497 | $23.9M | 0.25% | −1,184−3.0% | Reduced |
| Tudor Investment Corp Et Al | 38,586 | $24.0M | 0.26% | +38,586 | New |
| Sapient Capital LLC | 38,942 | $24.2M | 0.49% | +1,589+4.3% | Added |
| Public Employees Retirement Association of Colorado | 38,954 | $24.2M | 0.10% | −120.0% | Reduced |
| Hillman Co | 38,994 | $24.2M | 10.55% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 39,087 | $24.3M | 0.75% | +290+0.7% | Added |
| Geneva Capital Management LLC | 39,612 | $24.6M | 0.41% | −1,382−3.4% | Reduced |
| Wendell David Associates Inc | 39,999 | $24.8M | 2.38% | +43+0.1% | Added |
| Pacer Advisors, Inc. | 40,196 | $25.0M | 0.05% | −1,425−3.4% | Reduced |
| Whittier Trust Co | 40,256 | $25.0M | 0.33% | +1,077+2.7% | Added |
| McDaniel Terry & Co | 40,297 | $25.0M | 2.10% | +476+1.2% | Added |
| Wilson Asset Management (International) Pty Ltd | 40,367 | $25.1M | 6.08% | +2,644+7.0% | Added |
| La Banque Postale Asset Management SA | 41,176 | $25.6M | 0.38% | +33,994+473.3% | Added |
| Davidson Investment Advisors | 41,387 | $25.7M | 1.24% | +1,801+4.5% | Added |
| Main Street Research LLC | 41,450 | $25.7M | 1.62% | +1,030+2.5% | Added |
| New York Life Investment Management LLC | 41,562 | $25.8M | 0.25% | −652−1.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 41,711 | $25.9M | 1.08% | −160.0% | Reduced |
| Mercer Global Advisors Inc | 42,741 | $25.9M | 0.06% | +1,476+3.6% | Added |
| Point72 Hong Kong Ltd | 41,973 | $26.1M | 1.88% | +41,973 | New |
| M&G Plc | 42,306 | $26.3M | 0.13% | +5,658+15.4% | Added |
| Shelton Capital Management | 42,331 | $26.3M | 0.67% | −3,719−8.1% | Reduced |
| Achmea Investment Management B.V. | 42,748 | $26.5M | 0.44% | +2,207+5.4% | Added |
| Osterweis Capital Management Inc | 42,788 | $26.6M | 1.35% | +42,788 | New |
| Flossbach Von Storch AG | 42,812 | $26.6M | 0.10% | −11,075−20.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 42,824 | $26.6M | 0.29% | −1,000−2.3% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $26.6M | 0.24% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 43,200 | $26.8M | 0.99% | −4,400−9.2% | Reduced |
| Prio Wealth Limited Partnership | 43,542 | $27.0M | 0.79% | −740−1.7% | Reduced |
| Troy Asset Management Ltd | 43,671 | $27.1M | 0.85% | +2,794+6.8% | Added |
| Sterling Capital Management LLC | 44,026 | $27.3M | 0.35% | +44,026 | New |
| CIBC World Markets Corp | 44,090 | $27.4M | 0.20% | −12,204−21.7% | Reduced |
| Manning & Napier Advisors LLC | 44,111 | $27.4M | 0.30% | −143−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44,159 | $27.4M | 0.06% | +660+1.5% | Added |
| Commonwealth Equity Services, LLC | 44,214 | $27.5M | 0.04% | −3,916−8.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 44,449 | $27.6M | 0.98% | −597−1.3% | Reduced |
| Varma Mutual Pension Insurance Co | 45,558 | $27.8M | 0.22% | −8,775−16.2% | Reduced |
| APG Asset Management N.V. | 50,028 | $27.8M | 0.18% | −166,158−76.9% | Reduced |
| Utah Retirement Systems | 45,235 | $28.1M | 0.32% | +254+0.6% | Added |
| Ossiam | 45,567 | $28.3M | 0.55% | +39,350+632.9% | Added |
| Jefferies Financial Group Inc. | 46,660 | $29.0M | 0.47% | +43,624+1,436.9% | Added |
| Cetera Investment Advisers | 46,801 | $29.1M | 0.06% | −386−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 47,904 | $29.7M | 0.24% | −1,359−2.8% | Reduced |
| Tran Capital Management, L.P. | 48,228 | $29.9M | 3.23% | −712−1.5% | Reduced |
| Battery Global Advisors, LLC | 48,550 | $30.1M | 16.39% | 00.0% | Unchanged |
| Fifth Third Bancorp | 48,840 | $30.3M | 0.11% | −10.0% | Reduced |
| Natixis Investment Managers International | 49,214 | $30.6M | 2.19% | +967+2.0% | Added |
| Balyasny Asset Management LLC | 49,555 | $30.8M | 0.08% | +26,278+112.9% | Added |
| Bath Savings Trust Co | 49,623 | $30.8M | 3.06% | +415+0.8% | Added |
| American Century Companies Inc | 49,689 | $30.9M | 0.02% | −1,765−3.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,826 | $30.9M | 0.33% | +1,814+3.8% | Added |
| North Star Asset Management Inc | 50,007 | $31.1M | 1.39% | +70+0.1% | Added |
| Junto Capital Management LP | 50,017 | $31.1M | 0.70% | −54,140−52.0% | Reduced |
| Mariner, LLC | 50,352 | $31.3M | 0.06% | +977+2.0% | Added |
| DnB Asset Management AS | 50,422 | $31.3M | 0.14% | +3,454+7.4% | Added |
| Nichols & Pratt Advisers LLP | 50,845 | $31.5M | 2.04% | −439−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 52,322 | $32.5M | 0.39% | +243+0.5% | Added |
| Taurus Asset Management, LLC | 52,519 | $32.6M | 3.17% | −230−0.4% | Reduced |
| USS Investment Management Ltd | 52,797 | $32.8M | 0.24% | −674−1.3% | Reduced |
| Haverford Trust Co | 52,913 | $32.9M | 0.32% | +375+0.7% | Added |
| Creative Planning | 53,552 | $33.3M | 0.03% | +2,836+5.6% | Added |
| M&T Bank Corp | 53,785 | $33.4M | 0.11% | −253−0.5% | Reduced |
| Acadian Asset Management LLC | 54,191 | $33.6M | 0.10% | −2,555−4.5% | Reduced |
| Benjamin Edwards Inc | 54,254 | $33.7M | 0.49% | +51,787+2,099.2% | Added |
| Quintet Private Bank (Europe) S.A. | 54,351 | $33.8M | 1.93% | +3,703+7.3% | Added |