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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 500 | $307.0K | 0.05% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $308.6K | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 497 | $308.6K | 0.17% | +497 | New |
| Polymer Capital Management (HK) LTD | 500 | $310.5K | 0.07% | −400−44.4% | Reduced |
| Reinhart Partners, Inc. | 500 | $310.5K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 504 | $313.0K | 0.03% | +504 | New |
| ISAM Funds (UK) Ltd | 505 | $313.6K | 0.18% | −437−46.4% | Reduced |
| Samalin Investment Counsel, LLC | 505 | $313.9K | 0.14% | −169−25.1% | Reduced |
| Wolff Wiese Magana LLC | 506 | $314.2K | 0.21% | +1+0.2% | Added |
| Elgethun Capital Management | 506 | $314.5K | 0.07% | 00.0% | Unchanged |
| Seeds Investor LLC | 508 | $315.3K | 0.12% | +131+34.7% | Added |
| Custom Index Systems, LLC | 508 | $315.5K | 0.17% | −203−28.6% | Reduced |
| Crescent Sterling, Ltd. | 509 | $316.1K | 0.30% | −1−0.2% | Reduced |
| Synergy Financial Group, LTD | 511 | $317.3K | 0.30% | +5+1.0% | Added |
| Inscription Capital, LLC | 515 | $319.8K | 0.05% | +9+1.8% | Added |
| JB Capital LLC | 516 | $320.9K | 0.02% | +22+4.5% | Added |
| Oxbow Advisors, LLC | 520 | $322.9K | 0.03% | +73+16.3% | Added |
| Jacobsen Capital Management | 521 | $323.5K | 0.14% | −17−3.2% | Reduced |
| Covenant Partners, LLC | 521 | $323.5K | 0.09% | +17+3.4% | Added |
| Grandfield & Dodd, LLC | 523 | $324.8K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 523 | $324.8K | 0.15% | +18+3.6% | Added |
| Atticus Wealth Management, LLC | 523 | $324.9K | 0.10% | +15+3.0% | Added |
| Glen Eagle Advisors, LLC | 524 | $325.5K | 0.05% | −123−19.0% | Reduced |
| Somerville Kurt F | 530 | $329.1K | 0.05% | −100−15.9% | Reduced |
| Morris Retirement Advisors, LLC | 530 | $329.3K | 0.18% | −207−28.1% | Reduced |
| LRI Investments, LLC | 470 | $329.7K | 0.03% | −535−53.2% | Reduced |
| CVA Family Office, LLC | 531 | $329.8K | 0.05% | +17+3.3% | Added |
| Canvas Wealth Advisors, LLC | 531 | $329.8K | 0.09% | +183+52.6% | Added |
| Tufton Capital Management | 535 | $332.2K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 536 | $332.9K | 0.05% | −2−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 540 | $334.0K | 0.03% | +90+20.0% | Added |
| Endowment Wealth Management, Inc. | 539 | $334.7K | 0.22% | −17−3.1% | Reduced |
| Tranquility Partners, LLC | 548 | $335.3K | 0.12% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 543 | $337.3K | 0.26% | +5+0.9% | Added |
| Busey Wealth Management | 545 | $338.4K | 0.01% | +10+1.9% | Added |
| Kuhn & Co Investment Counsel | 547 | $339.7K | 0.29% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 549 | $340.9K | 0.02% | +549 | New |
| EverSource Wealth Advisors, LLC | 550 | $341.6K | 0.02% | +25+4.8% | Added |
| Manchester Capital Management LLC | 550 | $341.7K | 0.04% | +53+10.7% | Added |
| Verity Asset Management, Inc. | 552 | $342.8K | 0.13% | −183−24.9% | Reduced |
| Portside Wealth Group, LLC | 558 | $346.5K | 0.06% | +60+12.0% | Added |
| Studio Investment Management LLC | 561 | $348.4K | 0.07% | +13+2.4% | Added |
| Perennial Investment Advisors, LLC | 561 | $348.4K | 0.05% | −1−0.2% | Reduced |
| South State Corp. | 565 | $350.9K | 0.02% | −8−1.4% | Reduced |
| Proffitt & Goodson Inc | 567 | $352.1K | 0.06% | −934−62.2% | Reduced |
| Wealth Management Associates, Inc. | 567 | $352.1K | 0.15% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 567 | $352.1K | 0.18% | +25+4.6% | Added |
| High Falls Advisors, Inc | 569 | $353.2K | 0.08% | +3+0.5% | Added |
| Ledyard National Bank | 569 | $353.3K | 0.03% | +63+12.5% | Added |
| Vigilare Wealth Management | 573 | $355.8K | 0.14% | 00.0% | Unchanged |
| LGL Partners, LLC | 574 | $356.5K | 0.05% | +15+2.7% | Added |
| New England Research & Management, Inc. | 575 | $357.0K | 0.17% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 584 | $362.7K | 0.03% | +9+1.6% | Added |
| Gradient Capital Advisors, LLC | 584 | $362.7K | 0.12% | +26+4.7% | Added |
| Breed's Hill Capital LLC | 585 | $363.3K | 0.30% | −27−4.4% | Reduced |
| Cedar Mountain Advisors, LLC | 585 | $363.6K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 586 | $363.9K | 0.01% | +5+0.9% | Added |
| Simplicity Wealth,LLC | 587 | $364.7K | 0.03% | −4,472−88.4% | Reduced |
| Belpointe Asset Management LLC | 588 | $365.2K | 0.02% | −622−51.4% | Reduced |
| Venture Visionary Partners LLC | 589 | $365.8K | 0.02% | −3−0.5% | Reduced |
| Good Life Advisors, LLC | 590 | $366.8K | 0.02% | +590 | New |
| Carnegie Capital Asset Management, LLC | 591 | $367.0K | 0.01% | +30+5.3% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $367.3K | 0.09% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 593 | $368.3K | 0.17% | −71−10.7% | Reduced |
| BBR Partners, LLC | 596 | $369.9K | 0.03% | −21−3.4% | Reduced |
| Resources Management Corp | 596 | $370.0K | 0.05% | −8−1.3% | Reduced |
| Bank of Hawaii | 596 | $370.1K | 0.02% | −406−40.5% | Reduced |
| Fermata Advisors, LLC | 598 | $371.2K | 0.08% | +32+5.7% | Added |
| First Trust Investment Solutions L.P. | 598 | $371.4K | 0.04% | −59−9.0% | Reduced |
| Blueprint Investment Partners LLC | 599 | $372.0K | 0.07% | +599 | New |
| East Coast Asset Management, LLC. | 600 | $372.6K | 0.12% | 00.0% | Unchanged |
| MQS Management LLC | 600 | $372.6K | 0.21% | +600 | New |
| Gordian Advisors LLC | 600 | $372.6K | 0.30% | +600 | New |
| Select Asset Management & Trust | 600 | $373.0K | 0.14% | 00.0% | Unchanged |
| Columbia Asset Management | 602 | $374.0K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 603 | $374.5K | 0.03% | +603 | New |
| FinTrust Capital Advisors, LLC | 604 | $375.1K | 0.06% | −11−1.8% | Reduced |
| Tobam | 606 | $376.0K | 0.07% | +123+25.5% | Added |
| Bragg Financial Advisors, Inc | 606 | $376.1K | 0.02% | +3+0.5% | Added |
| Fortitude Family Office, LLC | 606 | $376.3K | 0.15% | +24+4.1% | Added |
| TCTC Holdings, LLC | 607 | $376.9K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 610 | $378.7K | 0.24% | +1+0.2% | Added |
| Great Diamond Partners, LLC | 610 | $378.8K | 0.10% | +1+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 612 | $380.1K | 0.13% | −1−0.2% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $381.3K | 0.25% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 619 | $382.0K | 0.04% | +619 | New |
| Berkshire Bank | 616 | $382.5K | 0.09% | −1−0.2% | Reduced |
| Alera Investment Advisors, LLC | 617 | $383.2K | 0.05% | +46+8.1% | Added |
| Cercano Management LLC | 619 | $384.4K | 0.01% | +619 | New |
| Parcion Private Wealth LLC | 620 | $385.0K | 0.03% | +620 | New |
| WP Advisors, LLC | 622 | $386.0K | 0.14% | −100−13.9% | Reduced |
| Hillsdale Investment Management Inc. | 622 | $386.3K | 0.03% | −65−9.5% | Reduced |
| Essex Savings Bank | 624 | $387.5K | 0.10% | −30−4.6% | Reduced |
| Accelerate Investment Advisors LLC | 624 | $387.6K | 0.38% | +624 | New |
| Roman Butler Fullerton & Co | 629 | $388.9K | 0.12% | −15−2.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 628 | $390.0K | 0.24% | −437−41.0% | Reduced |
| Camden National Bank | 629 | $390.6K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $391.2K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 632 | $392.5K | 0.05% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 633 | $393.3K | 0.31% | +2+0.3% | Added |