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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 1,663 | $1.03M | 0.02% | +90+5.7% | Added |
| Beverly Hills Private Wealth, LLC | 1,662 | $1.03M | 0.21% | +19+1.2% | Added |
| Stevens Capital Management LP | 1,657 | $1.03M | 0.15% | +1,657 | New |
| NVWM, LLC | 1,656 | $1.03M | 0.26% | −20−1.2% | Reduced |
| Quest Partners LLC | 1,652 | $1.03M | 0.09% | +1,108+203.7% | Added |
| Garner Asset Management Corp | 1,648 | $1.02M | 0.47% | −20−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 1,643 | $1.02M | 0.04% | −111−6.3% | Reduced |
| Brown Financial Advisors | 1,639 | $1.02M | 0.42% | +15+0.9% | Added |
| WSFS Capital Management, LLC | 1,637 | $1.02M | 0.05% | +8+0.5% | Added |
| Symphony Financial, Ltd. Co. | 1,642 | $1.01M | 0.17% | +42+2.6% | Added |
| Waller Financial Planning Group, Inc | 1,633 | $1.01M | 0.25% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,627 | $1.01M | 0.04% | +1,152+242.5% | Added |
| KG&L Capital Management,LLC | 1,602 | $994.8K | 0.32% | +8+0.5% | Added |
| AlphaCore Capital LLC | 1,599 | $992.9K | 0.22% | +80+5.3% | Added |
| Equitable Holdings, Inc. | 1,596 | $991.1K | 0.01% | +197+14.1% | Added |
| Kingsview Wealth Management, LLC | 1,576 | $978.5K | 0.02% | +353+28.9% | Added |
| Regatta Capital Group, LLC | 1,571 | $975.7K | 0.19% | +25+1.6% | Added |
| Kempen Capital Management N.V. | 1,571 | $975.6K | 0.01% | −113−6.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,570 | $975.0K | 0.22% | −1−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,563 | $970.0K | 0.41% | −47−2.9% | Reduced |
| Weatherly Asset Management L. P. | 1,554 | $964.8K | 0.08% | −170−9.9% | Reduced |
| Level Four Advisory Services, LLC | 1,579 | $964.1K | 0.04% | +4+0.3% | Added |
| Heritage Wealth Advisors | 1,551 | $963.0K | 0.05% | +16+1.0% | Added |
| Heritage Investors Management Corp | 1,550 | $963.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 1,550 | $962.5K | 0.10% | +15+1.0% | Added |
| Keel Point, LLC | 1,542 | $957.6K | 0.08% | +200+14.9% | Added |
| Zega Financial, LLC | 1,529 | $949.5K | 0.31% | +9+0.6% | Added |
| Wellington Shields Capital Management, LLC | 1,525 | $947.0K | 0.16% | +636+71.5% | Added |
| NBT Bank N A | 1,523 | $945.8K | 0.06% | −53−3.4% | Reduced |
| Chris Bulman Inc | 1,520 | $943.9K | 0.64% | +17+1.1% | Added |
| Ashton Thomas Securities, LLC | 1,518 | $942.7K | 0.18% | +60+4.1% | Added |
| Legacy Capital Group California, Inc. | 1,518 | $942.5K | 0.31% | −10−0.7% | Reduced |
| Accurate Wealth Management, LLC | 1,503 | $928.9K | 0.19% | +366+32.2% | Added |
| Verdad Advisers, LP | 1,489 | $924.7K | 1.23% | +21+1.4% | Added |
| Van Strum & Towne Inc. | 1,486 | $922.8K | 0.32% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,483 | $922.1K | 0.02% | +197+15.3% | Added |
| Calamos Wealth Management LLC | 1,482 | $920.3K | 0.05% | −10−0.7% | Reduced |
| 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 |
| Smithfield Trust Co | 1,484 | $919.0K | 0.05% | +9+0.6% | Added |
| Elevated Capital Advisors, LLC | 1,479 | $918.5K | 0.24% | +30+2.1% | Added |
| Stanley-Laman Group, Ltd. | 1,479 | $918.5K | 0.13% | +328+28.5% | Added |
| Consolidated Planning Corp | 1,471 | $913.5K | 0.14% | +1,471 | New |
| Prelude Capital Management, LLC | 1,467 | $911.0K | 0.07% | −632−30.1% | Reduced |
| WR Wealth Planners, LLC | 1,466 | $910.4K | 0.25% | +50+3.5% | Added |
| Tritonpoint Wealth, LLC | 1,469 | $909.6K | 0.08% | +84+6.1% | Added |
| Three Bridge Wealth Advisors, LLC | 1,461 | $907.3K | 0.33% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,450 | $900.0K | 0.02% | +1+0.1% | Added |
| Fidelis Capital Partners, LLC | 1,494 | $899.4K | 0.11% | +126+9.2% | Added |
| Whalerock Point Partners, LLC | 1,442 | $895.5K | 0.21% | +266+22.6% | Added |
| Eastern Bank | 1,431 | $888.7K | 0.02% | +129+9.9% | Added |
| Integrated Advisors Network LLC | 1,416 | $879.2K | 0.04% | +124+9.6% | Added |
| Texas Capital Bancshares Inc | 1,413 | $877.5K | 0.35% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,410 | $875.6K | 0.00% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,410 | $875.0K | 0.29% | −190−11.9% | Reduced |
| AMG National Trust Bank | 1,408 | $874.4K | 0.02% | −114−7.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,408 | $874.0K | 0.00% | +351+33.2% | Added |
| Marshall Wace, LLP | 1,400 | $869.4K | 0.00% | +847+153.2% | Added |
| Unique Wealth Strategies, LLC | 1,398 | $868.2K | 0.37% | −32−2.2% | Reduced |
| Virtus ETF Advisers LLC | 1,398 | $868.2K | 0.41% | +23+1.7% | Added |
| South Dakota Investment Council | 1,396 | $867.0K | 0.02% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,392 | $864.4K | 0.77% | −48−3.3% | Reduced |
| HBK Sorce Advisory LLC | 1,391 | $864.0K | 0.03% | +40+3.0% | Added |
| BlueSpruce Investments, LP | 1,391 | $863.8K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,390 | $863.2K | 0.02% | +28+2.1% | Added |
| Cinctive Capital Management LP | 1,388 | $861.9K | 0.05% | −2,388−63.2% | Reduced |
| Ancora Advisors, LLC | 1,384 | $859.6K | 0.02% | −59−4.1% | Reduced |
| Howland Capital Management LLC | 1,384 | $859.5K | 0.04% | −11−0.8% | Reduced |
| Concord Asset Management, LLC | 1,383 | $858.9K | 0.19% | +151+12.3% | Added |
| Gratus Wealth Advisors, LLC | 1,411 | $850.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Prosperity Consulting Group, LLC | 1,358 | $843.6K | 0.07% | +292+27.4% | Added |
| Money Concepts Capital Corp | 1,357 | $843.0K | 0.06% | +49+3.7% | Added |
| Savvy Advisors, Inc. | 1,356 | $842.2K | 0.17% | +796+142.1% | Added |
| PAX Financial Group, LLC | 1,355 | $841.5K | 0.15% | +35+2.7% | Added |
| Institute for Wealth Management, LLC. | 1,354 | $840.9K | 0.11% | +282+26.3% | Added |
| Boston Family Office LLC | 1,346 | $836.0K | 0.06% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,345 | $835.2K | 0.09% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,345 | $835.0K | 0.40% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,344 | $834.6K | 0.13% | +159+13.4% | Added |
| W.H. Cornerstone Investments Inc. | 1,339 | $832.0K | 0.56% | −72−5.1% | Reduced |
| Northern Financial Advisors Inc | 1,339 | $831.5K | 0.63% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,328 | $829.9K | 0.01% | +22+1.7% | Added |
| Harbor Investment Advisory, LLC | 1,335 | $829.0K | 0.08% | −3−0.2% | Reduced |
| Essex Financial Services, Inc. | 1,355 | $826.2K | 0.06% | +25+1.9% | Added |
| Harbor Group, Inc. | 1,329 | $825.3K | 0.19% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,328 | $824.7K | 0.04% | −42−3.1% | Reduced |
| Concord Wealth Partners | 1,319 | $819.1K | 0.14% | +93+7.6% | Added |
| Richard W. Paul & Associates, LLC | 1,318 | $818.7K | 0.29% | −16−1.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,310 | $813.5K | 0.32% | +53+4.2% | Added |
| HCR Wealth Advisors | 1,306 | $811.0K | 0.11% | +350+36.6% | Added |
| Stoneridge Investment Partners LLC | 1,294 | $804.0K | 0.30% | +73+6.0% | Added |
| Tidemark, LLC | 1,293 | $803.0K | 0.33% | +1,271+5,777.3% | Added |
| Baldwin Brothers Inc | 1,289 | $800.5K | 0.05% | +459+55.3% | Added |
| Marcum Wealth, LLC | 1,279 | $794.3K | 0.07% | −433−25.3% | 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 |
| Verdence Capital Advisors LLC | 1,276 | $792.3K | 0.06% | −1−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 1,275 | $792.0K | 0.29% | 00.0% | Unchanged |