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 |
|---|---|---|---|---|---|
| Gratus Wealth Advisors, LLC | 1,411 | $850.0K | 0.14% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,383 | $858.9K | 0.19% | +151+12.3% | Added |
| Howland Capital Management LLC | 1,384 | $859.5K | 0.04% | −11−0.8% | Reduced |
| Ancora Advisors, LLC | 1,384 | $859.6K | 0.02% | −59−4.1% | Reduced |
| Cinctive Capital Management LP | 1,388 | $861.9K | 0.05% | −2,388−63.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,390 | $863.2K | 0.02% | +28+2.1% | Added |
| BlueSpruce Investments, LP | 1,391 | $863.8K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,391 | $864.0K | 0.03% | +40+3.0% | Added |
| SRN Advisors, LLC | 1,392 | $864.4K | 0.77% | −48−3.3% | Reduced |
| South Dakota Investment Council | 1,396 | $867.0K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,398 | $868.2K | 0.41% | +23+1.7% | Added |
| Unique Wealth Strategies, LLC | 1,398 | $868.2K | 0.37% | −32−2.2% | Reduced |
| Marshall Wace, LLP | 1,400 | $869.4K | 0.00% | +847+153.2% | Added |
| Lord, Abbett & Co. LLC | 1,408 | $874.0K | 0.00% | +351+33.2% | Added |
| AMG National Trust Bank | 1,408 | $874.4K | 0.02% | −114−7.5% | Reduced |
| Chase Investment Counsel Corp | 1,410 | $875.0K | 0.29% | −190−11.9% | Reduced |
| Westfield Capital Management Co LP | 1,410 | $875.6K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,413 | $877.5K | 0.35% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,416 | $879.2K | 0.04% | +124+9.6% | Added |
| Eastern Bank | 1,431 | $888.7K | 0.02% | +129+9.9% | Added |
| Whalerock Point Partners, LLC | 1,442 | $895.5K | 0.21% | +266+22.6% | Added |
| Fidelis Capital Partners, LLC | 1,494 | $899.4K | 0.11% | +126+9.2% | Added |
| Trillium Asset Management, LLC | 1,450 | $900.0K | 0.02% | +1+0.1% | Added |
| Three Bridge Wealth Advisors, LLC | 1,461 | $907.3K | 0.33% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,469 | $909.6K | 0.08% | +84+6.1% | Added |
| WR Wealth Planners, LLC | 1,466 | $910.4K | 0.25% | +50+3.5% | Added |
| Prelude Capital Management, LLC | 1,467 | $911.0K | 0.07% | −632−30.1% | Reduced |
| Consolidated Planning Corp | 1,471 | $913.5K | 0.14% | +1,471 | New |
| Stanley-Laman Group, Ltd. | 1,479 | $918.5K | 0.13% | +328+28.5% | Added |
| Elevated Capital Advisors, LLC | 1,479 | $918.5K | 0.24% | +30+2.1% | Added |
| Smithfield Trust Co | 1,484 | $919.0K | 0.05% | +9+0.6% | Added |
| First Financial Bank - Trust Division | 1,482 | $920.3K | 0.08% | −120−7.5% | Reduced |
| FineMark National Bank & Trust | 1,482 | $920.3K | 0.03% | −10−0.7% | Reduced |
| Calamos Wealth Management LLC | 1,482 | $920.3K | 0.05% | −10−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,483 | $922.1K | 0.02% | +197+15.3% | Added |
| Van Strum & Towne Inc. | 1,486 | $922.8K | 0.32% | 00.0% | Unchanged |
| Verdad Advisers, LP | 1,489 | $924.7K | 1.23% | +21+1.4% | Added |
| Accurate Wealth Management, LLC | 1,503 | $928.9K | 0.19% | +366+32.2% | Added |
| Legacy Capital Group California, Inc. | 1,518 | $942.5K | 0.31% | −10−0.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,518 | $942.7K | 0.18% | +60+4.1% | Added |
| Chris Bulman Inc | 1,520 | $943.9K | 0.64% | +17+1.1% | Added |
| NBT Bank N A | 1,523 | $945.8K | 0.06% | −53−3.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,525 | $947.0K | 0.16% | +636+71.5% | Added |
| Zega Financial, LLC | 1,529 | $949.5K | 0.31% | +9+0.6% | Added |
| Keel Point, LLC | 1,542 | $957.6K | 0.08% | +200+14.9% | Added |
| Intrust Bank NA | 1,550 | $962.5K | 0.10% | +15+1.0% | Added |
| Heritage Investors Management Corp | 1,550 | $963.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,551 | $963.0K | 0.05% | +16+1.0% | Added |
| Level Four Advisory Services, LLC | 1,579 | $964.1K | 0.04% | +4+0.3% | Added |
| Weatherly Asset Management L. P. | 1,554 | $964.8K | 0.08% | −170−9.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,563 | $970.0K | 0.41% | −47−2.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,570 | $975.0K | 0.22% | −1−0.1% | Reduced |
| Kempen Capital Management N.V. | 1,571 | $975.6K | 0.01% | −113−6.7% | Reduced |
| Regatta Capital Group, LLC | 1,571 | $975.7K | 0.19% | +25+1.6% | Added |
| Kingsview Wealth Management, LLC | 1,576 | $978.5K | 0.02% | +353+28.9% | Added |
| Equitable Holdings, Inc. | 1,596 | $991.1K | 0.01% | +197+14.1% | Added |
| AlphaCore Capital LLC | 1,599 | $992.9K | 0.22% | +80+5.3% | Added |
| KG&L Capital Management,LLC | 1,602 | $994.8K | 0.32% | +8+0.5% | Added |
| Edgestream Partners, L.P. | 1,627 | $1.01M | 0.04% | +1,152+242.5% | Added |
| Waller Financial Planning Group, Inc | 1,633 | $1.01M | 0.25% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,642 | $1.01M | 0.17% | +42+2.6% | Added |
| WSFS Capital Management, LLC | 1,637 | $1.02M | 0.05% | +8+0.5% | Added |
| Brown Financial Advisors | 1,639 | $1.02M | 0.42% | +15+0.9% | Added |
| Freestone Capital Holdings, LLC | 1,643 | $1.02M | 0.04% | −111−6.3% | Reduced |
| Garner Asset Management Corp | 1,648 | $1.02M | 0.47% | −20−1.2% | Reduced |
| Quest Partners LLC | 1,652 | $1.03M | 0.09% | +1,108+203.7% | Added |
| NVWM, LLC | 1,656 | $1.03M | 0.26% | −20−1.2% | Reduced |
| Stevens Capital Management LP | 1,657 | $1.03M | 0.15% | +1,657 | New |
| Beverly Hills Private Wealth, LLC | 1,662 | $1.03M | 0.21% | +19+1.2% | Added |
| Crestwood Advisors Group LLC | 1,663 | $1.03M | 0.02% | +90+5.7% | Added |
| Simon Quick Advisors, LLC | 1,663 | $1.03M | 0.07% | +156+10.4% | Added |
| Wolverine Trading, LLC | 1,676 | $1.04M | 0.03% | −8,930−84.2% | Reduced |
| Parthenon LLC | 1,675 | $1.04M | 0.12% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,680 | $1.04M | 0.07% | −690−29.1% | Reduced |
| Norden Group LLC | 1,690 | $1.05M | 0.12% | +68+4.2% | Added |
| Planning Capital Management Corp | 1,691 | $1.05M | 0.70% | +684+67.9% | Added |
| Donoghue Forlines LLC | 1,698 | $1.05M | 0.30% | +146+9.4% | Added |
| Optas, LLC | 1,707 | $1.06M | 0.24% | −1−0.1% | Reduced |
| WBH Advisory Inc | 1,707 | $1.06M | 0.10% | +1+0.1% | Added |
| Trueblood Wealth Management, LLC | 1,708 | $1.06M | 0.53% | +55+3.3% | Added |
| Buckingham Strategic Partners | 1,713 | $1.06M | 0.02% | +77+4.7% | Added |
| Sargent Investment Group, LLC | 1,729 | $1.07M | 0.19% | +12+0.7% | Added |
| Pictet & Cie (Europe) SA | 1,744 | $1.08M | 0.03% | +823+89.4% | Added |
| Evanson Asset Management, LLC | 1,749 | $1.09M | 0.08% | −88−4.8% | Reduced |
| Peninsula Wealth, LLC | 1,783 | $1.09M | 0.19% | +21+1.2% | Added |
| BSW Wealth Partners | 1,751 | $1.09M | 0.16% | +98+5.9% | Added |
| Advisors Capital Management, LLC | 1,753 | $1.09M | 0.02% | −182−9.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,762 | $1.09M | 0.07% | −174−9.0% | Reduced |
| Schear Investment Advisers, LLC | 1,766 | $1.10M | 0.68% | +102+6.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,767 | $1.10M | 0.03% | −6−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 1,770 | $1.10M | 0.46% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,775 | $1.10M | 0.88% | +155+9.6% | Added |
| CNB Bank | 1,775 | $1.10M | 0.51% | −46−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,775 | $1.10M | 0.00% | +1,775 | New |
| MJP Associates Inc | 1,781 | $1.11M | 0.21% | +81+4.8% | Added |
| CX Institutional | 1,788 | $1.11M | 0.05% | −19−1.1% | Reduced |
| United Asset Strategies, Inc. | 1,793 | $1.11M | 0.10% | +109+6.5% | Added |
| Virtue Capital Management, LLC | 1,796 | $1.12M | 0.22% | −129−6.7% | Reduced |
| Global Retirement Partners, LLC | 1,800 | $1.12M | 0.03% | +57+3.3% | Added |
| Pettee Investors, Inc. | 1,809 | $1.12M | 0.55% | 00.0% | Unchanged |