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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2,227 | $1.38M | 0.14% | −666−23.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,217 | $1.38M | 0.19% | −39−1.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,207 | $1.37M | 0.09% | −380−14.7% | Reduced |
| Quent Capital, LLC | 2,204 | $1.37M | 0.14% | −46−2.0% | Reduced |
| Brighton Jones LLC | 2,202 | $1.37M | 0.05% | −1,294−37.0% | Reduced |
| Wealthspire Advisors, LLC | 2,175 | $1.35M | 0.01% | −35−1.6% | Reduced |
| Oxford Financial Group Ltd | 2,172 | $1.35M | 0.09% | −43−1.9% | Reduced |
| Capital Planning Advisors, LLC | 2,169 | $1.35M | 0.20% | +65+3.1% | Added |
| McRae Capital Management Inc | 2,166 | $1.35M | 0.26% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,165 | $1.34M | 0.05% | −85−3.8% | Reduced |
| We Are One Seven, LLC | 2,149 | $1.33M | 0.06% | +252+13.3% | Added |
| Skopos Labs, Inc. | 2,140 | $1.33M | 0.44% | +32+1.5% | Added |
| Buckingham Capital Management, Inc. | 2,129 | $1.32M | 0.15% | −151−6.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,128 | $1.32M | 0.06% | +2,128 | New |
| Stratos Wealth Advisors, LLC | 2,120 | $1.32M | 0.06% | −15−0.7% | Reduced |
| Old Port Advisors | 2,112 | $1.31M | 0.36% | −9−0.4% | Reduced |
| Versor Investments LP | 2,111 | $1.31M | 0.21% | −195−8.5% | Reduced |
| Trust Point Inc. | 2,104 | $1.31M | 0.10% | +64+3.1% | Added |
| FSA Wealth Management LLC | 2,102 | $1.31M | 0.52% | +2,102 | New |
| Capital Investment Advisors, LLC | 2,089 | $1.30M | 0.03% | +69+3.4% | Added |
| Wedbush Securities Inc | 2,079 | $1.29M | 0.05% | −85−3.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,080 | $1.29M | 0.14% | +2,080 | New |
| Cove Private Wealth, LLC | 2,065 | $1.28M | 1.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,036 | $1.26M | 0.04% | +352+20.9% | Added |
| Arlington Trust Co LLC | 2,026 | $1.26M | 0.27% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,025 | $1.26M | 0.23% | −8−0.4% | Reduced |
| Brookstone Capital Management | 2,020 | $1.25M | 0.02% | +35+1.8% | Added |
| James Hambro & Partners | 1,999 | $1.24M | 0.05% | −253−11.2% | Reduced |
| Liberty Wealth Management LLC | 1,996 | $1.24M | 0.21% | −34,329−94.5% | Reduced |
| Thrive Wealth Management, LLC | 1,992 | $1.24M | 0.23% | −55−2.7% | Reduced |
| Premier Path Wealth Partners, LLC | 1,981 | $1.23M | 0.19% | +24+1.2% | Added |
| Hara Capital LLC | 1,967 | $1.22M | 0.76% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,965 | $1.22M | 0.21% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,943 | $1.21M | 0.07% | +486+33.4% | Added |
| Flagship Harbor Advisors, LLC | 1,934 | $1.20M | 0.07% | −462−19.3% | Reduced |
| Red Spruce Capital, LLC | 1,930 | $1.20M | 0.54% | −93−4.6% | Reduced |
| Oarsman Capital, Inc. | 1,926 | $1.20M | 0.22% | +58+3.1% | Added |
| Ellevest, Inc. | 1,920 | $1.19M | 0.07% | −69−3.5% | Reduced |
| Kesler, Norman & Wride, LLC | 1,908 | $1.19M | 0.23% | +1,908 | New |
| Amica Retiree Medical Trust | 1,907 | $1.18M | 0.98% | +1,907 | New |
| Barbara Oil Co. | 1,900 | $1.18M | 0.48% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,897 | $1.18M | 0.29% | −380−16.7% | Reduced |
| Syon Capital LLC | 1,896 | $1.18M | 0.10% | +217+12.9% | Added |
| Waldron Private Wealth LLC | 1,894 | $1.18M | 0.05% | +11+0.6% | Added |
| Monumental Financial Group Inc. | 1,893 | $1.18M | 0.44% | −291−13.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,889 | $1.17M | 0.16% | −363−16.1% | Reduced |
| Nixon Peabody Trust Co | 1,887 | $1.17M | 0.10% | +82+4.5% | Added |
| Riverpark Capital Management LLC | 1,886 | $1.17M | 2.13% | −958−33.7% | Reduced |
| Monetary Management Group Inc | 1,880 | $1.17M | 0.30% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,880 | $1.17M | 0.22% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,879 | $1.17M | 0.25% | +1,879 | New |
| BayBridge Capital Group, LLC | 1,875 | $1.16M | 0.84% | +39+2.1% | Added |
| Maven Securities LTD | 1,867 | $1.16M | 0.13% | −1,175−38.6% | Reduced |
| Fulton Bank, N.A. | 1,866 | $1.16M | 0.04% | +47+2.6% | Added |
| Boothbay Fund Management, LLC | 1,864 | $1.16M | 0.04% | −360−16.2% | Reduced |
| Perpetual Ltd | 1,859 | $1.15M | 0.01% | −114,019−98.4% | Reduced |
| Accretive Wealth Partners, LLC | 1,853 | $1.15M | 0.48% | −17−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,851 | $1.15M | 0.01% | −706−27.6% | Reduced |
| Forbes J M & Co LLP | 1,848 | $1.15M | 0.11% | +29+1.6% | Added |
| Smith, Salley & Associates | 1,843 | $1.14M | 0.07% | +75+4.2% | Added |
| StoneX Group Inc. | 1,837 | $1.14M | 0.08% | +1,313+250.6% | Added |
| Picton Mahoney Asset Management | 1,833 | $1.14M | 0.04% | −2,357−56.3% | Reduced |
| Wealth Alliance | 1,833 | $1.14M | 0.14% | −38−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 1,831 | $1.14M | 0.03% | +450+32.6% | Added |
| Valmark Advisers, Inc. | 1,830 | $1.14M | 0.02% | +2+0.1% | Added |
| Unigestion Holding SA | 1,830 | $1.14M | 0.05% | +1,830 | New |
| GG Group Ventures, LLC | 1,618 | $1.13M | 1.65% | −95−5.5% | Reduced |
| Cooper Financial Group | 1,820 | $1.13M | 0.15% | −32−1.7% | Reduced |
| Barr E S & Co | 1,815 | $1.13M | 0.07% | +6+0.3% | Added |
| American Trust | 1,814 | $1.13M | 0.09% | +1,814 | New |
| Pettee Investors, Inc. | 1,809 | $1.12M | 0.55% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,800 | $1.12M | 0.03% | +57+3.3% | Added |
| Virtue Capital Management, LLC | 1,796 | $1.12M | 0.22% | −129−6.7% | Reduced |
| United Asset Strategies, Inc. | 1,793 | $1.11M | 0.10% | +109+6.5% | Added |
| CX Institutional | 1,788 | $1.11M | 0.05% | −19−1.1% | Reduced |
| MJP Associates Inc | 1,781 | $1.11M | 0.21% | +81+4.8% | 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 |
| Crew Capital Management, Ltd. | 1,775 | $1.10M | 0.88% | +155+9.6% | Added |
| Kensington Investment Counsel, LLC | 1,770 | $1.10M | 0.46% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,767 | $1.10M | 0.03% | −6−0.3% | Reduced |
| Schear Investment Advisers, LLC | 1,766 | $1.10M | 0.68% | +102+6.1% | Added |
| Transcend Wealth Collective, LLC | 1,762 | $1.09M | 0.07% | −174−9.0% | Reduced |
| Advisors Capital Management, LLC | 1,753 | $1.09M | 0.02% | −182−9.4% | Reduced |
| BSW Wealth Partners | 1,751 | $1.09M | 0.16% | +98+5.9% | Added |
| Peninsula Wealth, LLC | 1,783 | $1.09M | 0.19% | +21+1.2% | Added |
| Evanson Asset Management, LLC | 1,749 | $1.09M | 0.08% | −88−4.8% | Reduced |
| Pictet & Cie (Europe) SA | 1,744 | $1.08M | 0.03% | +823+89.4% | Added |
| Sargent Investment Group, LLC | 1,729 | $1.07M | 0.19% | +12+0.7% | Added |
| Buckingham Strategic Partners | 1,713 | $1.06M | 0.02% | +77+4.7% | Added |
| Trueblood Wealth Management, LLC | 1,708 | $1.06M | 0.53% | +55+3.3% | Added |
| WBH Advisory Inc | 1,707 | $1.06M | 0.10% | +1+0.1% | Added |
| Optas, LLC | 1,707 | $1.06M | 0.24% | −1−0.1% | Reduced |
| Donoghue Forlines LLC | 1,698 | $1.05M | 0.30% | +146+9.4% | Added |
| Planning Capital Management Corp | 1,691 | $1.05M | 0.70% | +684+67.9% | Added |
| Norden Group LLC | 1,690 | $1.05M | 0.12% | +68+4.2% | Added |
| Lee Danner & Bass Inc | 1,680 | $1.04M | 0.07% | −690−29.1% | Reduced |
| Parthenon LLC | 1,675 | $1.04M | 0.12% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,676 | $1.04M | 0.03% | −8,930−84.2% | Reduced |
| Simon Quick Advisors, LLC | 1,663 | $1.03M | 0.07% | +156+10.4% | Added |