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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 44 | $27.4K | 0.01% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $27.9K | 0.00% | −1−2.2% | Reduced |
| Provenance Wealth Advisors, LLC | 46 | $28.6K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 46 | $29.0K | 0.02% | −397−89.6% | Reduced |
| Tradewinds Capital Management, LLC | 47 | $29.2K | 0.01% | −3−6.0% | Reduced |
| Colonial Trust Advisors | 48 | $29.8K | 0.00% | +6+14.3% | Added |
| HHM Wealth Advisors, LLC | 50 | $31.1K | 0.00% | −10−16.7% | Reduced |
| Albion Financial Group | 50 | $31.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $31.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $31.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $31.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $31.1K | 0.00% | +12+31.6% | Added |
| Vista Private Wealth Partners. LLC | 51 | $31.7K | 0.01% | +51 | New |
| Hobbs Group Advisors, LLC | 53 | $32.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $33.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $34.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 57 | $35.4K | 0.02% | +57 | New |
| Trifecta Capital Advisors, LLC | 59 | $36.6K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $37.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $37.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 61 | $37.9K | 0.02% | +32+110.3% | Added |
| Cetera Trust Company, N.A | 62 | $38.5K | 0.02% | −231−78.8% | Reduced |
| MCF Advisors LLC | 62 | $38.5K | 0.00% | +11+21.6% | Added |
| BFSG, LLC | 63 | $39.1K | 0.00% | −1,534−96.1% | Reduced |
| Horizon Bancorp Inc | 65 | $40.0K | 0.02% | −3−4.4% | Reduced |
| Sachetta, LLC | 65 | $40.4K | 0.02% | −3−4.4% | Reduced |
| Pacifica Partners Inc. | 65 | $40.4K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 67 | $41.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $44.7K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 72 | $44.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 72 | $44.7K | 0.00% | +8+12.5% | Added |
| First United Bank Trust | 74 | $46.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 74 | $46.0K | 0.00% | +74 | New |
| Kimelman & Baird, LLC | 75 | $46.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 75 | $46.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 78 | $48.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 81 | $50.3K | 0.01% | −23−22.1% | Reduced |
| Key Financial Inc | 83 | $51.5K | 0.01% | +3+3.8% | Added |
| Ransom Advisory, Ltd | 84 | $52.2K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $54.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 89 | $55.3K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $56.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 91 | $56.5K | 0.01% | +51+127.5% | Added |
| Abound Wealth Management | 94 | $58.7K | 0.02% | +9+10.6% | Added |
| Operose Advisors LLC | 95 | $59.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $60.0K | 0.01% | +2+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 99 | $61.7K | 0.01% | +1+1.0% | Added |
| DecisionPoint Financial, LLC | 100 | $62.1K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 102 | $63.3K | 0.02% | −8−7.3% | Reduced |
| Deseret Mutual Benefit Administrators | 106 | $65.8K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 107 | $66.4K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 100 | $70.6K | 0.04% | +100 | New |
| Legacy Wealth Managment, LLC | 100 | $70.6K | 0.04% | +100 | New |
| Center for Financial Planning, Inc. | 115 | $71.4K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 115 | $71.4K | 0.00% | +115 | New |
| Eagle Bay Advisors LLC | 119 | $73.9K | 0.03% | +4+3.5% | Added |
| Redmont Wealth Advisors LLC | 124 | $77.0K | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 124 | $77.0K | 0.00% | +113+1,027.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 125 | $77.6K | 0.12% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 125 | $77.6K | 0.03% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 133 | $82.6K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 135 | $83.8K | 0.03% | +1+0.7% | Added |
| Loomis Sayles & Co L P | 136 | $84.0K | 0.00% | +3+2.3% | Added |
| Golden State Equity Partners | 136 | $84.5K | 0.01% | +136 | New |
| ORG Partners LLC | 139 | $86.4K | 0.01% | −23−14.2% | Reduced |
| GW&K Investment Management, LLC | 141 | $88.0K | 0.00% | +28+24.8% | Added |
| Addison Advisors LLC | 142 | $88.2K | 0.02% | +42+42.0% | Added |
| Highline Wealth Partners LLC | 145 | $89.8K | 0.03% | +5+3.6% | Added |
| Princeton Global Asset Management LLC | 149 | $92.8K | 0.02% | +67+81.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $93.0K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 151 | $93.5K | 0.01% | +59+64.1% | Added |
| Independence Bank of Kentucky | 153 | $95.0K | 0.02% | +123+410.0% | Added |
| Avalon Trust Co | 157 | $97.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 161 | $99.0K | 0.01% | −2−1.2% | Reduced |
| Washington Trust Co | 167 | $103.8K | 0.00% | −1−0.6% | Reduced |
| Global Financial Private Client, LLC | 170 | $105.6K | 0.04% | +41+31.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 172 | $106.8K | 0.00% | +1+0.6% | Added |
| Indiana Trust & Investment Management CO | 180 | $111.8K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $116.1K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 189 | $117.4K | 0.00% | −1−0.5% | Reduced |
| Values First Advisors, Inc. | 193 | $119.8K | 0.06% | +193 | New |
| Continuum Advisory, LLC | 171 | $119.8K | 0.02% | +38+28.6% | Added |
| Brown Shipley& Co Ltd | 193 | $119.9K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 193 | $120.0K | 0.01% | −52−21.2% | Reduced |
| Birch Capital Management, LLC | 197 | $122.3K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 200 | $124.2K | 0.08% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $127.3K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 207 | $128.5K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 219 | $136.0K | 0.09% | −33−13.1% | Reduced |
| Rise Advisors, LLC | 225 | $139.9K | 0.07% | −2−0.9% | Reduced |
| Main Street Group, LTD | 225 | $139.9K | 0.06% | −1−0.4% | Reduced |
| C M Bidwell & Associates Ltd | 227 | $141.0K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 228 | $141.6K | 0.01% | −2−0.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 233 | $145.1K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 240 | $149.0K | 0.03% | −138−36.5% | Reduced |
| Hexagon Capital Partners LLC | 252 | $156.5K | 0.03% | −5−1.9% | Reduced |
| Wellington Shields & Co., LLC | 256 | $159.0K | 0.05% | +75+41.4% | Added |
| Capula Management Ltd | 260 | $161.5K | 0.00% | +260 | New |
| Coastline Trust Co | 266 | $165.2K | 0.02% | −85−24.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 266 | $165.2K | 0.03% | +4+1.5% | Added |