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
- 1,969
- +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 |
|---|---|---|---|---|---|
| Value Partners Investments Inc. | 3,304 | $2.06M | 0.17% | +217+7.0% | Added |
| Sabal Trust CO | 3,307 | $2.05M | 0.11% | +34+1.0% | Added |
| Stiles Financial Services Inc | 3,302 | $2.05M | 0.72% | −79−2.3% | Reduced |
| Jump Financial, LLC | 3,279 | $2.04M | 0.04% | −14,606−81.7% | Reduced |
| GM Advisory Group, Inc. | 3,277 | $2.04M | 0.12% | +5+0.2% | Added |
| Harbor Capital Advisors, Inc. | 3,277 | $2.04M | 0.09% | +10+0.3% | Added |
| Meeder Asset Management Inc | 3,261 | $2.03M | 0.14% | +40+1.2% | Added |
| Gladstone Institutional Advisory LLC | 3,252 | $2.02M | 0.10% | −280−7.9% | Reduced |
| Vise Technologies, Inc. | 3,247 | $2.02M | 0.26% | +1,318+68.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,240 | $2.01M | 0.20% | −500−13.4% | Reduced |
| J.W. Cole Advisors, Inc. | 3,231 | $2.01M | 0.08% | +1,367+73.3% | Added |
| GeoWealth Management, LLC | 3,210 | $1.99M | 0.07% | −201−5.9% | Reduced |
| Advisor OS, LLC | 3,186 | $1.98M | 0.20% | −110−3.3% | Reduced |
| Financial Gravity Companies, Inc. | 3,183 | $1.98M | 0.53% | +3,183 | New |
| Trust Asset Management LLC | 3,178 | $1.97M | 0.16% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,169 | $1.97M | 0.46% | +18+0.6% | Added |
| Novare Capital Management LLC | 3,155 | $1.96M | 0.17% | −101−3.1% | Reduced |
| RFG Advisory, LLC | 3,149 | $1.96M | 0.06% | +225+7.7% | Added |
| Fort Pitt Capital Group, LLC | 3,096 | $1.92M | 0.05% | +747+31.8% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,092 | $1.92M | 0.39% | −77−2.4% | Reduced |
| Boston Trust Walden Corp | 3,091 | $1.92M | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,086 | $1.92M | 0.57% | +3,086 | New |
| Argent Trust Co | 3,082 | $1.91M | 0.08% | +23+0.8% | Added |
| REDW Wealth LLC | 3,077 | $1.91M | 0.49% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,075 | $1.91M | 0.04% | −212−6.4% | Reduced |
| Insigneo Advisory Services, LLC | 3,057 | $1.90M | 0.19% | −523−14.6% | Reduced |
| Close Asset Management Ltd | 3,048 | $1.89M | 0.06% | +97+3.3% | Added |
| Tilia Fiduciary Partners, Inc. | 3,016 | $1.87M | 1.30% | +96+3.3% | Added |
| Smartleaf Asset Management LLC | 3,011 | $1.86M | 0.23% | +722+31.5% | Added |
| Savant Capital, LLC | 2,993 | $1.86M | 0.02% | +113+3.9% | Added |
| Eqis Capital Management, Inc. | 2,931 | $1.82M | 0.14% | +221+8.2% | Added |
| Brevan Howard Capital Management LP | 2,929 | $1.82M | 0.09% | +2,929 | New |
| Fifth Third Wealth Advisors LLC | 2,909 | $1.81M | 0.11% | +51+1.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,900 | $1.80M | 0.28% | −1,660−36.4% | Reduced |
| Glynn Capital Management LLC | 2,894 | $1.80M | 0.41% | −2,106−42.1% | Reduced |
| Penserra Capital Management LLC | 2,890 | $1.79M | 0.04% | +34+1.2% | Added |
| Signature Wealth Management Group | 2,879 | $1.79M | 0.72% | +65+2.3% | Added |
| Allworth Financial LP | 2,877 | $1.79M | 0.01% | +82+2.9% | Added |
| Naviter Wealth, LLC | 2,870 | $1.78M | 0.25% | +141+5.2% | Added |
| HighVista Strategies LLC | 2,863 | $1.78M | 0.61% | −2,000−41.1% | Reduced |
| Abacus Planning Group, Inc. | 2,844 | $1.77M | 0.32% | +184+6.9% | Added |
| Mather Group, LLC. | 2,840 | $1.76M | 0.02% | −158−5.3% | Reduced |
| Diversify Wealth Management, LLC | 2,928 | $1.76M | 0.17% | +463+18.8% | Added |
| Cigna Investments Inc | 2,832 | $1.76M | 0.31% | −33−1.2% | Reduced |
| Quadrant Capital Group LLC | 2,785 | $1.73M | 0.12% | +3+0.1% | Added |
| Cumberland Partners Ltd | 2,750 | $1.71M | 0.12% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,741 | $1.70M | 0.81% | −52−1.9% | Reduced |
| DRW Securities, LLC | 2,728 | $1.69M | 0.09% | −137−4.8% | Reduced |
| Great Lakes Advisors, LLC | 2,722 | $1.69M | 0.01% | +148+5.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.69M | 0.02% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 2,699 | $1.68M | 1.16% | +208+8.4% | Added |
| Moloney Securities Asset Management, LLC | 2,697 | $1.67M | 0.22% | +300+12.5% | Added |
| Modera Wealth Management, LLC | 2,694 | $1.67M | 0.02% | +26+1.0% | Added |
| Roberts Glore & Co Inc | 2,670 | $1.66M | 0.48% | −46−1.7% | Reduced |
| RiverPark Advisors, LLC | 2,663 | $1.65M | 1.35% | −283−9.6% | Reduced |
| Trilogy Capital Inc. | 2,655 | $1.65M | 0.08% | +557+26.5% | Added |
| Sciencast Management LP | 2,645 | $1.64M | 0.49% | +2,645 | New |
| Stablepoint Partners, LLC | 2,636 | $1.64M | 0.30% | +7+0.3% | Added |
| Mattson Financial Services, LLC | 2,488 | $1.64M | 0.59% | −15−0.6% | Reduced |
| Elmwood Wealth Management, Inc. | 2,625 | $1.63M | 0.67% | −13−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,617 | $1.63M | 0.27% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,690 | $1.62M | 0.05% | +476+21.5% | Added |
| Silicon Valley Capital Partners | 2,603 | $1.62M | 0.21% | −228−8.1% | Reduced |
| Icon Wealth Advisors, LLC | 2,599 | $1.61M | 0.13% | −10−0.4% | Reduced |
| Merit Financial Group, LLC | 2,599 | $1.61M | 0.04% | −1,004−27.9% | Reduced |
| Allen Investment Management LLC | 2,594 | $1.61M | 0.02% | −33,760−92.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,589 | $1.61M | 0.43% | +72+2.9% | Added |
| BancorpSouth Bank | 2,573 | $1.60M | 0.11% | +2,573 | New |
| Okabena Investment Services Inc | 2,565 | $1.59M | 0.45% | +74+3.0% | Added |
| Citizens National Bank Trust Department | 2,557 | $1.59M | 0.33% | +140+5.8% | Added |
| Quotient Wealth Partners, LLC | 2,529 | $1.57M | 0.05% | +36+1.4% | Added |
| Seven Eight Capital, LP | 2,509 | $1.56M | 0.14% | +2,509 | New |
| Clarius Group, LLC | 2,500 | $1.56M | 0.11% | −76−3.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,505 | $1.56M | 0.08% | +399+18.9% | Added |
| National Asset Management, Inc. | 2,532 | $1.55M | 0.04% | −47−1.8% | Reduced |
| Entropy Technologies, LP | 2,479 | $1.54M | 0.16% | +2,479 | New |
| Keeler Thomas Management LLC | 2,474 | $1.54M | 0.49% | −36−1.4% | Reduced |
| Everhart Financial Group, Inc. | 2,472 | $1.54M | 0.34% | +204+9.0% | Added |
| Graypoint LLC | 2,439 | $1.51M | 0.10% | +247+11.3% | Added |
| Valeo Financial Advisors, LLC | 2,435 | $1.51M | 0.04% | +144+6.3% | Added |
| Choate Investment Advisors | 2,422 | $1.50M | 0.04% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,415 | $1.50M | 0.14% | +150+6.6% | Added |
| Cascade Investment Group, Inc. | 2,415 | $1.50M | 1.10% | +3+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 2,411 | $1.50M | 0.16% | +81+3.5% | Added |
| Machina Capital S.A.S. | 2,400 | $1.49M | 0.59% | +1,545+180.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,397 | $1.49M | 0.11% | +2,397 | New |
| Family Legacy, Inc. | 2,380 | $1.48M | 0.49% | +101+4.4% | Added |
| DB Fitzpatrick & Co, Inc | 2,367 | $1.47M | 1.29% | −33−1.4% | Reduced |
| CBOE Vest Financial, LLC | 2,357 | $1.46M | 0.03% | +1,210+105.5% | Added |
| Moneta Group Investment Advisors LLC | 2,353 | $1.46M | 0.02% | −103−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,352 | $1.46M | 0.13% | −28−1.2% | Reduced |
| Peak Asset Management, LLC | 2,340 | $1.45M | 0.27% | −2−0.1% | Reduced |
| RMR Wealth Builders | 2,334 | $1.45M | 0.15% | −48−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,194 | $1.44M | 0.02% | +131+6.3% | Added |
| Circle Wealth Management, LLC | 2,319 | $1.44M | 0.03% | +1,312+130.3% | Added |
| Invesco, LLC | 2,278 | $1.41M | 0.56% | −16−0.7% | Reduced |
| Atomi Financial Group, Inc. | 2,275 | $1.41M | 0.09% | −46−2.0% | Reduced |
| Univest Financial Corp | 2,266 | $1.41M | 0.09% | +2,266 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,262 | $1.40M | 0.04% | +138+6.5% | Added |
| Pegasus Partners Ltd. | 2,260 | $1.40M | 0.13% | −534−19.1% | Reduced |