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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 1,071 | $665.1K | 0.64% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,076 | $668.2K | 0.09% | +1+0.1% | Added |
| Truvestments Capital LLC | 1,078 | $669.3K | 0.18% | +16+1.5% | Added |
| L2 Asset Management, LLC | 1,081 | $671.3K | 0.18% | +36+3.4% | Added |
| Morningstar Investment Services LLC | 1,086 | $672.0K | 0.01% | −87−7.4% | Reduced |
| Correct Capital Wealth Management | 1,084 | $672.9K | 0.15% | +55+5.3% | Added |
| Vance Wealth, Inc. | 1,089 | $676.3K | 0.26% | −10−0.9% | Reduced |
| TFB Advisors LLC | 1,092 | $678.1K | 0.20% | +48+4.6% | Added |
| Fred Alger Management, LLC | 1,095 | $680.0K | 0.00% | −19,641−94.7% | Reduced |
| Quadrature Capital Ltd | 1,100 | $683.0K | 0.02% | −5,083−82.2% | Reduced |
| Oliver Luxxe Assets LLC | 1,100 | $683.1K | 0.12% | −131−10.6% | Reduced |
| Freemont Management S.A. | 1,100 | $683.1K | 0.36% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1,105 | $686.2K | 0.40% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,116 | $692.8K | 0.09% | +7+0.6% | Added |
| Aaron Wealth Advisors | 1,117 | $693.7K | 0.08% | −112−9.1% | Reduced |
| Forum Financial Management, LP | 1,119 | $694.9K | 0.01% | +8+0.7% | Added |
| Caxton Associates LP | 1,121 | $696.1K | 0.03% | −3,404−75.2% | Reduced |
| DGS Capital Management, LLC | 1,124 | $697.7K | 0.19% | −43−3.7% | Reduced |
| Glenview Trust Co | 1,124 | $698.0K | 0.01% | −39−3.4% | Reduced |
| Journey Advisory Group, LLC | 1,063 | $698.5K | 0.08% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,128 | $701.0K | 0.04% | −20−1.7% | Reduced |
| 1st Source Bank | 1,137 | $706.1K | 0.04% | −9−0.8% | Reduced |
| Childress Capital Advisors, LLC | 1,137 | $706.1K | 0.19% | +35+3.2% | Added |
| MorganRosel Wealth Management, LLC | 1,138 | $706.7K | 0.23% | −223−16.4% | Reduced |
| Arcus Capital Partners, LLC | 1,143 | $709.8K | 0.26% | +1,143 | New |
| Breakwater Capital Group | 1,144 | $710.4K | 0.14% | +12+1.1% | Added |
| FIL Ltd | 1,146 | $711.7K | 0.00% | +576+101.1% | Added |
| Strengthening Families & Communities, LLC | 1,149 | $713.5K | 0.18% | +1+0.1% | Added |
| Magnus Financial Group LLC | 1,155 | $717.5K | 0.07% | +25+2.2% | Added |
| Meridian Wealth Management, LLC | 1,162 | $721.7K | 0.04% | +1,162 | New |
| Van Hulzen Asset Management, LLC | 1,163 | $722.0K | 0.05% | +300+34.8% | Added |
| Strategic Blueprint, LLC | 1,167 | $724.9K | 0.05% | +22+1.9% | Added |
| Sage Mountain Advisors LLC | 1,168 | $725.3K | 0.06% | +175+17.6% | Added |
| SGL Investment Advisors, Inc. | 1,035 | $725.3K | 0.37% | +1,035 | New |
| Connecticut Wealth Management, LLC | 1,169 | $725.9K | 0.04% | −73−5.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,173 | $728.4K | 0.47% | −22−1.8% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $732.0K | 0.05% | −28−2.3% | Reduced |
| Alta Wealth Advisors LLC | 1,182 | $733.8K | 0.34% | +30+2.6% | Added |
| Weaver Capital Management LLC | 1,187 | $737.1K | 0.22% | +491+70.5% | Added |
| Plimoth Trust Co LLC | 1,190 | $739.0K | 0.19% | −35−2.9% | Reduced |
| Retireful, LLC | 1,192 | $740.2K | 0.55% | +1,192 | New |
| Motiv8 Investments LLC | 1,200 | $745.1K | 0.50% | +113+10.4% | Added |
| Empirical Asset Management, LLC | 6,822 | $745.2K | 0.27% | +449+7.0% | Added |
| Legacy Financial Advisors, Inc. | 1,205 | $748.3K | 0.13% | +99+9.0% | Added |
| Cyr Financial Inc. | 1,207 | $749.6K | 0.70% | +50+4.3% | Added |
| New Century Financial Group, LLC | 1,207 | $749.8K | 0.27% | +58+5.0% | Added |
| Journey Strategic Wealth LLC | 1,208 | $750.4K | 0.03% | +111+10.1% | Added |
| Principle Wealth Partners LLC | 1,210 | $751.1K | 0.05% | +1+0.1% | Added |
| North Star Investment Management Corp. | 1,210 | $751.4K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 1,214 | $753.9K | 0.05% | −57−4.5% | Reduced |
| Financial Advocates Investment Management | 1,220 | $757.5K | 0.04% | +84+7.4% | Added |
| First Affirmative Financial Network | 1,220 | $757.5K | 0.41% | −57−4.5% | Reduced |
| Cardiff Park Advisors, LLC | 1,226 | $761.4K | 0.07% | −18−1.4% | Reduced |
| Chicago Trust Co NA | 1,227 | $762.0K | 0.13% | +47+4.0% | Added |
| Garden State Investment Advisory Services LLC | 1,227 | $762.1K | 0.24% | +436+55.1% | Added |
| Ascent Group, LLC | 1,230 | $763.8K | 0.06% | −3,573−74.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,232 | $765.1K | 0.18% | +74+6.4% | Added |
| Argent Financial Group, Inc. | 1,237 | $768.2K | 0.09% | +1,237 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,237 | $769.4K | 0.21% | +93+8.1% | Added |
| Catalytic Wealth RIA, LLC | 1,240 | $770.0K | 0.13% | +393+46.4% | Added |
| TrinityPoint Wealth, LLC | 1,245 | $773.3K | 0.11% | −125−9.1% | Reduced |
| Curated Wealth Partners LLC | 1,251 | $776.9K | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 484,328 | $780.0K | 0.00% | +483,621+68,404.7% | Added |
| FFT Wealth Management LLC | 1,259 | $781.8K | 0.06% | +50+4.1% | Added |
| New Hampshire Trust | 1,259 | $781.8K | 0.17% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,194 | $784.7K | 0.30% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,264 | $785.2K | 0.05% | −294−18.9% | Reduced |
| Act Wealth Management, LLC | 1,265 | $785.6K | 0.35% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,267 | $786.8K | 0.18% | −24−1.9% | Reduced |
| Wealth Architects, LLC | 1,270 | $788.7K | 0.09% | +37+3.0% | Added |
| SS&H Financial Advisors, Inc. | 1,275 | $792.0K | 0.29% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,276 | $792.3K | 0.06% | −1−0.1% | Reduced |
| PDS Planning, Inc | 1,277 | $793.0K | 0.07% | +75+6.2% | Added |
| Keebeck Alpha, LP | 1,277 | $793.0K | 0.52% | +597+87.8% | Added |
| Marcum Wealth, LLC | 1,279 | $794.3K | 0.07% | −433−25.3% | Reduced |
| Baldwin Brothers Inc | 1,289 | $800.5K | 0.05% | +459+55.3% | Added |
| Tidemark, LLC | 1,293 | $803.0K | 0.33% | +1,271+5,777.3% | Added |
| Stoneridge Investment Partners LLC | 1,294 | $804.0K | 0.30% | +73+6.0% | Added |
| HCR Wealth Advisors | 1,306 | $811.0K | 0.11% | +350+36.6% | Added |
| Hoxton Planning & Management, LLC | 1,310 | $813.5K | 0.32% | +53+4.2% | Added |
| Richard W. Paul & Associates, LLC | 1,318 | $818.7K | 0.29% | −16−1.2% | Reduced |
| Concord Wealth Partners | 1,319 | $819.1K | 0.14% | +93+7.6% | Added |
| Leavell Investment Management, Inc. | 1,328 | $824.7K | 0.04% | −42−3.1% | Reduced |
| Harbor Group, Inc. | 1,329 | $825.3K | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,355 | $826.2K | 0.06% | +25+1.9% | Added |
| Harbor Investment Advisory, LLC | 1,335 | $829.0K | 0.08% | −3−0.2% | Reduced |
| Pinnacle Associates Ltd | 1,328 | $829.9K | 0.01% | +22+1.7% | Added |
| Northern Financial Advisors Inc | 1,339 | $831.5K | 0.63% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,339 | $832.0K | 0.56% | −72−5.1% | Reduced |
| Quadcap Wealth Management, LLC | 1,344 | $834.6K | 0.13% | +159+13.4% | Added |
| PFC Capital Group, Inc. | 1,345 | $835.0K | 0.40% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,345 | $835.2K | 0.09% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,346 | $836.0K | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,354 | $840.9K | 0.11% | +282+26.3% | Added |
| PAX Financial Group, LLC | 1,355 | $841.5K | 0.15% | +35+2.7% | Added |
| Savvy Advisors, Inc. | 1,356 | $842.2K | 0.17% | +796+142.1% | Added |
| Money Concepts Capital Corp | 1,357 | $843.0K | 0.06% | +49+3.7% | Added |
| Prosperity Consulting Group, LLC | 1,358 | $843.6K | 0.07% | +292+27.4% | Added |
| Pinnacle West Asset Management, Inc. | 1,360 | $845.0K | 0.61% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,360 | $845.0K | 0.36% | +141+11.6% | Added |