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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 268 | $166.4K | 0.05% | −28−9.5% | Reduced |
| Proequities, Inc. | 277 | $172.0K | 0.01% | −147−34.7% | Reduced |
| Catalyst Capital Advisors LLC | 279 | $173.3K | 0.00% | +11+4.1% | Added |
| DT Investment Partners, LLC | 280 | $173.9K | 0.01% | +34+13.8% | Added |
| Hemington Wealth Management | 286 | $174.0K | 0.05% | −33−10.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 293 | $182.1K | 0.06% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 300 | $186.3K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $186.3K | 0.01% | +83+38.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 317 | $197.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 318 | $197.5K | 0.17% | +5+1.6% | Added |
| Blue Chip Partners, Inc. | 319 | $198.1K | 0.02% | −1−0.3% | Reduced |
| Nwam LLC | 322 | $200.1K | 0.01% | −37−10.3% | Reduced |
| Navellier & Associates Inc | 323 | $200.6K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 324 | $201.2K | 0.01% | +324 | New |
| Davy Global Fund Management Ltd | 325 | $201.8K | 0.02% | −22−6.3% | Reduced |
| Osprey Private Wealth LLC | 325 | $201.8K | 0.14% | +325 | New |
| Sandy Cove Advisors, LLC | 325 | $201.8K | 0.08% | +325 | New |
| AdvisorNet Financial, Inc | 325 | $201.9K | 0.02% | +27+9.1% | Added |
| Plante Moran Financial Advisors, LLC | 326 | $202.4K | 0.02% | −24−6.9% | Reduced |
| Renasant Bank | 327 | $203.1K | 0.13% | +8+2.5% | Added |
| Westmount Partners, LLC | 327 | $203.1K | 0.06% | +9+2.8% | Added |
| Invst, LLC | 327 | $203.1K | 0.02% | +327 | New |
| Naples Global Advisors, LLC | 327 | $203.3K | 0.02% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 328 | $203.7K | 0.05% | +6+1.9% | Added |
| XML Financial, LLC | 329 | $204.2K | 0.02% | −262−44.3% | Reduced |
| McAdam, LLC | 330 | $204.9K | 0.01% | +330 | New |
| Florida Financial Advisors, LLC | 331 | $205.4K | 0.11% | +12+3.8% | Added |
| Revolve Wealth Partners, LLC | 331 | $205.6K | 0.03% | −13−3.8% | Reduced |
| Sound Income Strategies, LLC | 331 | $205.6K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 332 | $206.1K | 0.02% | −7−2.1% | Reduced |
| Westfuller Advisors, LLC | 333 | $206.6K | 0.15% | +333 | New |
| United Community Bank | 335 | $208.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 336 | $208.7K | 0.01% | −151−31.0% | Reduced |
| Lakeview Capital Partners, LLC | 336 | $208.8K | 0.03% | −249−42.6% | Reduced |
| Sunpointe, LLC | 337 | $209.3K | 0.17% | +14+4.3% | Added |
| Ifrah Financial Services, Inc. | 338 | $209.8K | 0.06% | −7−2.0% | Reduced |
| Resonant Capital Advisors, LLC | 339 | $210.5K | 0.02% | +339 | New |
| Claro Advisors LLC | 341 | $211.8K | 0.03% | −21−5.8% | Reduced |
| Leo Wealth, LLC | 341 | $211.9K | 0.02% | +27+8.6% | Added |
| Grimes & Company, Inc. | 342 | $212.5K | 0.01% | +1+0.3% | Added |
| Stage Harbor Financial, LLC | 345 | $212.8K | 0.19% | −40−10.4% | Reduced |
| United Bank | 344 | $213.6K | 0.02% | −53−13.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 344 | $213.6K | 0.03% | −1−0.3% | Reduced |
| Lafayette Investments, Inc. | 344 | $213.6K | 0.05% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 346 | $214.9K | 0.00% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 347 | $215.5K | 0.07% | −25−6.7% | Reduced |
| Harbour Investments, Inc. | 351 | $217.7K | 0.01% | +14+4.2% | Added |
| DSC Advisors, L.P. | 351 | $218.0K | 1.99% | −25−6.6% | Reduced |
| Guardian Wealth Advisors, LLC | 352 | $218.6K | 0.02% | −19−5.1% | Reduced |
| Ssi Investment Management LLC | 352 | $218.6K | 0.02% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 352 | $218.6K | 0.08% | +7+2.0% | Added |
| Ameritas Advisory Services, LLC | 354 | $220.1K | 0.01% | −27−7.1% | Reduced |
| NTV Asset Management LLC | 355 | $220.5K | 0.03% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 355 | $220.5K | 0.07% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 356 | $221.1K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 356 | $221.1K | 0.16% | +51+16.7% | Added |
| Emerald Advisors, LLC | 361 | $221.2K | 0.03% | +23+6.8% | Added |
| Pacific Global Investment Management CO | 358 | $222.2K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 358 | $222.4K | 0.15% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 359 | $222.9K | 0.01% | +29+8.8% | Added |
| Baker Avenue Asset Management, LP | 360 | $223.5K | 0.01% | +22+6.5% | Added |
| Bank of Stockton | 360 | $223.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 362 | $224.8K | 0.06% | 00.0% | Unchanged |
| Aviso Wealth Management | 362 | $224.8K | 0.12% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 363 | $225.3K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 364 | $226.0K | 0.05% | +1+0.3% | Added |
| Castle Rock Wealth Management, LLC | 375 | $226.7K | 0.05% | +5+1.4% | Added |
| Willis Johnson & Associates, Inc. | 365 | $226.8K | 0.02% | +46+14.4% | Added |
| Raleigh Capital Management Inc. | 365 | $226.9K | 0.09% | +26+7.7% | Added |
| Mayflower Financial Advisors, LLC | 368 | $228.5K | 0.03% | +25+7.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 369 | $229.0K | 0.05% | +13+3.7% | Added |
| Cottonwood Capital Advisors, LLC | 371 | $230.4K | 0.17% | −7−1.9% | Reduced |
| Linscomb & Williams, Inc. | 371 | $230.4K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 371 | $230.9K | 0.02% | +30+8.8% | Added |
| Compass Ion Advisors, LLC | 374 | $232.3K | 0.03% | −10−2.6% | Reduced |
| Advus Financial Partners, LLC | 377 | $234.1K | 0.07% | 00.0% | Unchanged |
| Seldon Capital LP | 378 | $234.7K | 0.13% | 00.0% | Unchanged |
| WMS Partners, LLC | 378 | $234.9K | 0.01% | +3+0.8% | Added |
| Power Wealth Management LLC | 379 | $235.4K | 0.10% | +27+7.7% | Added |
| Kestra Investment Management, LLC | 379 | $235.4K | 0.01% | +379 | New |
| Stonebrook Private Inc. | 384 | $238.5K | 0.06% | +43+12.6% | Added |
| BIP Wealth, LLC | 385 | $239.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 385 | $239.1K | 0.06% | +29+8.1% | Added |
| RHS Financial, LLC | 385 | $239.1K | 0.12% | +385 | New |
| Covestor Ltd | 385 | $240.0K | 0.15% | +26+7.2% | Added |
| Crown Wealth Group, LLC | 387 | $240.3K | 0.10% | −5−1.3% | Reduced |
| Solidarilty Wealth, LLC | 389 | $241.6K | 0.07% | −9−2.3% | Reduced |
| OneAscent Wealth Management LLC | 389 | $242.0K | 0.09% | +389 | New |
| Red Wave Investments LLC | 390 | $242.2K | 0.08% | +1+0.3% | Added |
| Financial Network Wealth Advisors LLC | 391 | $242.8K | 0.20% | −75−16.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 391 | $242.8K | 0.03% | −43−9.9% | Reduced |
| Angeles Wealth Management, LLC | 391 | $242.8K | 0.02% | +5+1.3% | Added |
| West Bancorporation Inc | 391 | $242.8K | 0.16% | +12+3.2% | Added |
| Quantum Financial Advisors, LLC | 392 | $243.2K | 0.04% | 00.0% | Unchanged |
| True North Advisors, LLC | 392 | $243.4K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 393 | $244.2K | 0.03% | +18+4.8% | Added |
| LifePlan Investment Advisors, Inc. | 395 | $245.3K | 0.16% | +2+0.5% | Added |
| Advanced Asset Management Advisors Inc | 375 | $246.5K | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 397 | $246.5K | 0.01% | +70+21.4% | Added |
| Source Financial Advisors LLC | 397 | $246.7K | 0.07% | −21−5.0% | Reduced |