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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 637 | $395.6K | 0.06% | −12−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 637 | $395.6K | 0.10% | +637 | New |
| Wealth Management Partners, LLC | 638 | $396.2K | 0.18% | +1+0.2% | Added |
| Western Wealth Management, LLC | 639 | $396.8K | 0.02% | +80+14.3% | Added |
| Hummer Financial Advisory Services Inc | 640 | $397.4K | 0.31% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 642 | $398.7K | 0.10% | +6+0.9% | Added |
| Country Club Bank | 645 | $399.3K | 0.03% | +645 | New |
| Thomasville National Bank | 643 | $399.3K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 640 | $399.4K | 0.03% | −91−12.4% | Reduced |
| Signal Advisors Wealth, LLC | 644 | $400.2K | 0.06% | +644 | New |
| Relyea Zuckerberg Hanson LLC | 648 | $402.4K | 0.06% | +38+6.2% | Added |
| Royal Fund Management, LLC | 648 | $402.4K | 0.03% | +335+107.0% | Added |
| Latko Wealth Management, Ltd. | 654 | $406.0K | 0.25% | +654 | New |
| Verde Capital Management | 654 | $406.2K | 0.12% | +654 | New |
| Moors & Cabot, Inc. | 657 | $408.3K | 0.02% | +38+6.1% | Added |
| Angeles Investment Advisors, LLC | 659 | $409.2K | 0.02% | −51−7.2% | Reduced |
| Pacific Wealth Management | 662 | $411.1K | 0.19% | −100−13.1% | Reduced |
| Sivia Capital Partners, LLC | 663 | $411.8K | 0.24% | +13+2.0% | Added |
| Geller Advisors LLC | 664 | $412.3K | 0.03% | −591−47.1% | Reduced |
| Tanager Wealth Management LLP | 664 | $412.3K | 0.06% | +50+8.1% | Added |
| Avidian Wealth Solutions, LLC | 667 | $413.9K | 0.02% | +177+36.1% | Added |
| Ambassador Advisors, LLC | 669 | $415.5K | 0.07% | −134−16.7% | Reduced |
| Planned Solutions, Inc. | 672 | $417.3K | 0.17% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 673 | $417.9K | 0.08% | +103+18.1% | Added |
| St. Louis Trust Co | 674 | $418.6K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 675 | $419.0K | 0.05% | +5+0.7% | Added |
| John G Ullman & Associates Inc | 675 | $419.2K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 676 | $419.6K | 0.12% | 00.0% | Unchanged |
| Riverwater Partners LLC | 692 | $420.2K | 0.21% | −16−2.3% | Reduced |
| Cornerstone Wealth Group, LLC | 686 | $426.0K | 0.04% | +18+2.7% | Added |
| SeaCrest Wealth Management, LLC | 687 | $426.9K | 0.05% | +29+4.4% | Added |
| Winthrop Advisory Group LLC | 690 | $428.2K | 0.05% | −4−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 695 | $431.6K | 0.09% | −6−0.9% | Reduced |
| Capital Investment Counsel, Inc | 700 | $434.7K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $434.7K | 0.21% | +700 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 700 | $435.0K | 0.22% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 703 | $436.6K | 0.14% | +22+3.2% | Added |
| Bernardo Wealth Planning LLC | 718 | $437.0K | 0.11% | −4−0.6% | Reduced |
| Atlantic Trust, LLC | 704 | $437.2K | 0.10% | −167−19.2% | Reduced |
| Union Savings Bank | 705 | $437.8K | 0.21% | 00.0% | Unchanged |
| GenTrust, LLC | 706 | $438.3K | 0.02% | +706 | New |
| Capital Investment Advisory Services, LLC | 706 | $438.4K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 707 | $439.1K | 0.07% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 708 | $439.7K | 0.13% | +342+93.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 709 | $440.3K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 709 | $440.3K | 0.29% | +1+0.1% | Added |
| Veracity Capital LLC | 710 | $441.2K | 0.17% | +50+7.6% | Added |
| Congress Park Capital LLC | 712 | $442.2K | 0.16% | −15−2.1% | Reduced |
| OneAscent Financial Services LLC | 720 | $447.0K | 0.32% | +720 | New |
| Perfromance Wealth Partners, LLC | 722 | $448.4K | 0.02% | +722 | New |
| Johnson Bixby & Associates, LLC | 725 | $450.2K | 0.07% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 727 | $451.2K | 0.02% | +11+1.5% | Added |
| Stegent Equity Advisors, Inc. | 729 | $452.7K | 0.50% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 729 | $452.7K | 0.13% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $454.6K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 735 | $456.4K | 0.46% | +2+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 738 | $458.3K | 0.13% | −107−12.7% | Reduced |
| West Family Investments, Inc. | 740 | $459.5K | 0.16% | +291+64.8% | Added |
| Bigelow Investment Advisors, LLC | 741 | $460.2K | 0.21% | +15+2.1% | Added |
| Drive Wealth Management, LLC | 742 | $460.8K | 0.12% | −8−1.1% | Reduced |
| Global Endowment Management, LP | 743 | $461.4K | 0.05% | −146−16.4% | Reduced |
| Betterment LLC | 745 | $463.0K | 0.00% | +42+6.0% | Added |
| TCI Wealth Advisors, Inc. | 746 | $463.3K | 0.04% | +5+0.7% | Added |
| Heartland Bank & Trust Co | 749 | $465.1K | 0.25% | −33−4.2% | Reduced |
| Ewa, LLC | 664 | $465.4K | 0.17% | +7+1.1% | Added |
| Arrow Financial Corp | 750 | $465.8K | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 751 | $466.4K | 0.04% | −49−6.1% | Reduced |
| Gill Capital Partners, LLC | 753 | $467.6K | 0.17% | 00.0% | Unchanged |
| SFM, LLC | 754 | $468.0K | 0.35% | −48−6.0% | Reduced |
| Kennon-Green & Company, LLC | 754 | $468.2K | 0.39% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 756 | $469.4K | 0.43% | 00.0% | Unchanged |
| Truepoint, Inc. | 759 | $471.3K | 0.01% | −26−3.3% | Reduced |
| Telos Capital Management, Inc. | 760 | $472.0K | 0.05% | +10+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 764 | $474.4K | 0.05% | −208−21.4% | Reduced |
| Beaumont Financial Advisors, LLC | 765 | $475.1K | 0.04% | −346−31.1% | Reduced |
| Conestoga Capital Advisors, LLC | 765 | $475.1K | 0.01% | −150−16.4% | Reduced |
| Libra Wealth LLC | 765 | $475.1K | 0.19% | +765 | New |
| Optiver Holding B.V. | 766 | $475.7K | 0.01% | −1,081−58.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $475.7K | 0.07% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 768 | $476.9K | 0.09% | +391+103.7% | Added |
| Clear Creek Financial Management, LLC | 769 | $477.7K | 0.05% | +11+1.5% | Added |
| Private Client Services, LLC | 770 | $477.9K | 0.26% | +1+0.1% | Added |
| Wealthcare Advisory Partners LLC | 772 | $479.1K | 0.01% | −117−13.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 773 | $480.0K | 0.24% | −13−1.7% | Reduced |
| Camden Capital, LLC | 775 | $480.9K | 0.05% | −154−16.6% | Reduced |
| David Loasby | 798 | $481.8K | 0.05% | −14−1.7% | Reduced |
| Southeast Asset Advisors Inc. | 777 | $482.5K | 0.05% | 00.0% | Unchanged |
| Transform Wealth, LLC | 778 | $483.1K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 778 | $483.2K | 0.07% | +9+1.2% | Added |
| Woodstock Corp | 781 | $485.0K | 0.05% | −47−5.7% | Reduced |
| Waterloo Capital, L.P. | 788 | $489.6K | 0.05% | +78+11.0% | Added |
| NorthStar Asset Management LLC | 791 | $490.9K | 0.33% | −6−0.8% | Reduced |
| Avenue 1 Advisors, LLC | 794 | $493.1K | 0.18% | −1−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 9 | $494.9K | 0.12% | −20,434−100.0% | Reduced |
| Ramiah Investment Group | 797 | $494.9K | 0.47% | −373−31.9% | Reduced |
| Michael B. Yongue | 797 | $494.9K | 0.40% | +2+0.3% | Added |
| Alta Advisers Ltd | 800 | $496.8K | 0.23% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 802 | $498.0K | 0.01% | −1,772−68.8% | Reduced |
| Legacy Bridge, LLC | 802 | $498.0K | 0.27% | −5−0.6% | Reduced |
| Mason Investment Advisory Services, Inc. | 802 | $498.2K | 0.03% | +1+0.1% | Added |