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 |
|---|---|---|---|---|---|
| Braun-Bostich & Associates Inc. | 398 | $247.2K | 0.17% | +46+13.1% | Added |
| Associated Banc-Corp | 399 | $247.8K | 0.01% | −17−4.1% | Reduced |
| Hall Laurie J Trustee | 400 | $248.0K | 0.08% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 401 | $248.2K | 0.20% | +401 | New |
| Carret Asset Management, LLC | 400 | $248.4K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $248.4K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $248.4K | 0.07% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $248.4K | 0.10% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $248.4K | 0.05% | +400 | New |
| Gallacher Capital Management LLC | 400 | $248.6K | 0.11% | −97−19.5% | Reduced |
| GYL Financial Synergies, LLC | 402 | $249.4K | 0.02% | +34+9.2% | Added |
| Carolinas Wealth Consulting LLC | 403 | $249.7K | 0.05% | −53−11.6% | Reduced |
| Foundations Investment Advisors, LLC | 402 | $249.8K | 0.01% | +30+8.1% | Added |
| Jaffetilchin Investment Partners, LLC | 403 | $250.0K | 0.02% | +1+0.2% | Added |
| Pine Harbor Wealth Management, LLC | 403 | $250.3K | 0.12% | +1+0.2% | Added |
| Howard Bailey Securities, LLC | 405 | $251.5K | 0.10% | +405 | New |
| Family Management Corp | 409 | $254.0K | 0.04% | +35+9.4% | Added |
| Balboa Wealth Partners | 410 | $254.4K | 0.06% | −30−6.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $254.6K | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 411 | $255.2K | 0.02% | −3,951−90.6% | Reduced |
| Convergence Investment Partners, LLC | 412 | $256.0K | 0.07% | −10−2.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 366 | $256.0K | 0.15% | +366 | New |
| Shepherd Financial Partners LLC | 412 | $256.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 413 | $256.3K | 0.04% | +4+1.0% | Added |
| Paradigm Financial Partners, LLC | 363 | $256.4K | 0.04% | +46+14.5% | Added |
| Jeppson Wealth Management, LLC | 413 | $256.5K | 0.09% | 00.0% | Unchanged |
| Claret Asset Management Corp | 414 | $257.0K | 0.04% | +2+0.5% | Added |
| Opal Wealth Advisors, LLC | 415 | $257.7K | 0.08% | +8+2.0% | Added |
| Fiduciary Alliance LLC | 416 | $258.3K | 0.03% | +416 | New |
| Amplius Wealth Advisors, LLC | 417 | $259.0K | 0.03% | −2−0.5% | Reduced |
| Benin Management CORP | 417 | $259.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 417 | $259.0K | 0.02% | +62+17.5% | Added |
| Pacitti Group Inc. | 418 | $259.5K | 0.12% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 418 | $260.0K | 0.03% | −49−10.5% | Reduced |
| Values Added Financial LLC | 419 | $260.2K | 0.16% | +4+1.0% | Added |
| Scarborough Advisors, LLC | 420 | $260.2K | 0.04% | +420 | New |
| Baker Boyer National Bank | 420 | $260.8K | 0.09% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 421 | $261.5K | 0.01% | −780−64.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 423 | $262.7K | 0.13% | −100−19.1% | Reduced |
| Acropolis Investment Management, LLC | 423 | $262.7K | 0.02% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 424 | $263.3K | 0.12% | +2+0.5% | Added |
| Burney Co | 425 | $263.9K | 0.01% | −564−57.0% | Reduced |
| Jackson Square Capital, LLC | 425 | $263.9K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 426 | $264.4K | 0.05% | +65+18.0% | Added |
| Warren Street Wealth Advisors, LLC | 426 | $264.5K | 0.11% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 426 | $264.5K | 0.14% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 427 | $265.2K | 0.11% | 00.0% | Unchanged |
| West Coast Financial LLC | 428 | $265.6K | 0.03% | +1+0.2% | Added |
| Soltis Investment Advisors LLC | 428 | $265.7K | 0.03% | +52+13.8% | Added |
| Orrstown Financial Services Inc | 429 | $266.4K | 0.08% | +124+40.7% | Added |
| Tennessee Valley Asset Management Partners | 431 | $267.5K | 0.04% | −40−8.5% | Reduced |
| Concentrum Wealth Management | 433 | $268.9K | 0.10% | +7+1.6% | Added |
| New Republic Capital, LLC | 434 | $269.6K | 0.15% | +28+6.9% | Added |
| Capital Advisors Inc | 435 | $270.1K | 0.01% | −12−2.7% | Reduced |
| Live Oak Private Wealth LLC | 435 | $270.1K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 436 | $270.8K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 436 | $270.8K | 0.13% | +37+9.3% | Added |
| CV Advisors LLC | 439 | $272.6K | 0.14% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 440 | $273.2K | 0.01% | +72+19.6% | Added |
| Tandem Investment Advisors, Inc. | 442 | $274.0K | 0.01% | +76+20.8% | Added |
| SP Asset Management LLC | 443 | $275.4K | 0.02% | +443 | New |
| Guyasuta Investment Advisors Inc | 446 | $277.0K | 0.02% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 447 | $277.6K | 0.20% | +447 | New |
| MBB Public Markets I LLC | 450 | $279.4K | 0.02% | −19,456−97.7% | Reduced |
| Matrix Asset Advisors Inc | 450 | $279.4K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 450 | $279.4K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 452 | $280.7K | 0.06% | +1+0.2% | Added |
| Aprio Wealth Management, LLC | 452 | $280.7K | 0.04% | +6+1.3% | Added |
| LifeSteps Financial, Inc. | 454 | $281.9K | 0.22% | 00.0% | Unchanged |
| Eagle Strategies LLC | 455 | $282.5K | 0.05% | −23−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 455 | $282.6K | 0.04% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 455 | $282.6K | 0.13% | +455 | New |
| LWMG, LLC | 457 | $283.9K | 0.05% | +7+1.6% | Added |
| Ignite Planners, LLC | 458 | $284.4K | 0.07% | +3+0.7% | Added |
| Quarry LP | 458 | $284.4K | 0.09% | +444+3,171.4% | Added |
| Advisor Resource Council | 459 | $285.0K | 0.13% | +459 | New |
| ABLE Financial Group, LLC | 461 | $286.3K | 0.09% | −2−0.4% | Reduced |
| Sunflower Bank, N.A. | 461 | $286.3K | 0.08% | +15+3.4% | Added |
| Cable Hill Partners, LLC | 462 | $287.1K | 0.03% | −103−18.2% | Reduced |
| 180 Wealth Advisors, LLC | 470 | $291.9K | 0.05% | +14+3.1% | Added |
| Oxford Asset Management LLP | 473 | $293.7K | 0.24% | +161+51.6% | Added |
| Sustainable Insight Capital Management, LLC | 474 | $294.4K | 0.13% | +474 | New |
| Wynn Capital, LLC | 475 | $295.0K | 0.19% | +5+1.1% | Added |
| Certified Advisory Corp | 476 | $295.5K | 0.03% | +476 | New |
| Bremer Bank National Association | 477 | $296.2K | 0.06% | −41−7.9% | Reduced |
| Corundum Group, Inc. | 479 | $297.5K | 0.14% | −13−2.6% | Reduced |
| Capital Analysts, LLC | 480 | $298.0K | 0.01% | +249+107.8% | Added |
| Capital Investment Counsel, LLC | 480 | $298.1K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 480 | $298.1K | 0.03% | +32+7.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $298.1K | 0.11% | +75+18.5% | Added |
| McLean Asset Management Corp | 490 | $299.1K | 0.09% | +4+0.8% | Added |
| Kathmere Capital Management, LLC | 486 | $301.8K | 0.03% | +50+11.5% | Added |
| Security Financial Services, INC. | 486 | $301.8K | 0.06% | +56+13.0% | Added |
| LVW Advisors, LLC | 486 | $301.8K | 0.04% | +92+23.4% | Added |
| Fox Run Management, L.L.C. | 487 | $302.4K | 0.07% | +487 | New |
| Ethos Financial Group, LLC | 490 | $304.0K | 0.05% | −447−47.7% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $304.3K | 0.08% | +15+3.2% | Added |
| AlTi Global, Inc. | 490 | $304.5K | 0.01% | −294−37.5% | Reduced |
| Invenio Wealth Partners LLC | 493 | $306.2K | 0.13% | +11+2.3% | Added |
| Grunden Financial Advisory, Inc. | 494 | $306.8K | 0.15% | 00.0% | Unchanged |