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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 1,270 | $788.7K | 0.09% | +37+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 1,267 | $786.8K | 0.18% | −24−1.9% | Reduced |
| Act Wealth Management, LLC | 1,265 | $785.6K | 0.35% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,264 | $785.2K | 0.05% | −294−18.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,194 | $784.7K | 0.30% | 00.0% | Unchanged |
| New Hampshire Trust | 1,259 | $781.8K | 0.17% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,259 | $781.8K | 0.06% | +50+4.1% | Added |
| International Assets Investment Management, LLC | 484,328 | $780.0K | 0.00% | +483,621+68,404.7% | Added |
| Curated Wealth Partners LLC | 1,251 | $776.9K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,245 | $773.3K | 0.11% | −125−9.1% | Reduced |
| Catalytic Wealth RIA, LLC | 1,240 | $770.0K | 0.13% | +393+46.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,237 | $769.4K | 0.21% | +93+8.1% | Added |
| Argent Financial Group, Inc. | 1,237 | $768.2K | 0.09% | +1,237 | New |
| Regent Peak Wealth Advisors LLC | 1,232 | $765.1K | 0.18% | +74+6.4% | Added |
| Ascent Group, LLC | 1,230 | $763.8K | 0.06% | −3,573−74.4% | Reduced |
| Garden State Investment Advisory Services LLC | 1,227 | $762.1K | 0.24% | +436+55.1% | Added |
| Chicago Trust Co NA | 1,227 | $762.0K | 0.13% | +47+4.0% | Added |
| Cardiff Park Advisors, LLC | 1,226 | $761.4K | 0.07% | −18−1.4% | Reduced |
| First Affirmative Financial Network | 1,220 | $757.5K | 0.41% | −57−4.5% | Reduced |
| Financial Advocates Investment Management | 1,220 | $757.5K | 0.04% | +84+7.4% | Added |
| Spinnaker Trust | 1,214 | $753.9K | 0.05% | −57−4.5% | Reduced |
| North Star Investment Management Corp. | 1,210 | $751.4K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,210 | $751.1K | 0.05% | +1+0.1% | Added |
| Journey Strategic Wealth LLC | 1,208 | $750.4K | 0.03% | +111+10.1% | Added |
| New Century Financial Group, LLC | 1,207 | $749.8K | 0.27% | +58+5.0% | Added |
| Cyr Financial Inc. | 1,207 | $749.6K | 0.70% | +50+4.3% | Added |
| Legacy Financial Advisors, Inc. | 1,205 | $748.3K | 0.13% | +99+9.0% | Added |
| Empirical Asset Management, LLC | 6,822 | $745.2K | 0.27% | +449+7.0% | Added |
| Motiv8 Investments LLC | 1,200 | $745.1K | 0.50% | +113+10.4% | Added |
| Retireful, LLC | 1,192 | $740.2K | 0.55% | +1,192 | New |
| Plimoth Trust Co LLC | 1,190 | $739.0K | 0.19% | −35−2.9% | Reduced |
| Weaver Capital Management LLC | 1,187 | $737.1K | 0.22% | +491+70.5% | Added |
| Alta Wealth Advisors LLC | 1,182 | $733.8K | 0.34% | +30+2.6% | Added |
| Neville Rodie & Shaw Inc | 1,179 | $732.0K | 0.05% | −28−2.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,173 | $728.4K | 0.47% | −22−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 1,169 | $725.9K | 0.04% | −73−5.9% | Reduced |
| SGL Investment Advisors, Inc. | 1,035 | $725.3K | 0.37% | +1,035 | New |
| Sage Mountain Advisors LLC | 1,168 | $725.3K | 0.06% | +175+17.6% | Added |
| Strategic Blueprint, LLC | 1,167 | $724.9K | 0.05% | +22+1.9% | Added |
| Van Hulzen Asset Management, LLC | 1,163 | $722.0K | 0.05% | +300+34.8% | Added |
| Meridian Wealth Management, LLC | 1,162 | $721.7K | 0.04% | +1,162 | New |
| Magnus Financial Group LLC | 1,155 | $717.5K | 0.07% | +25+2.2% | Added |
| Strengthening Families & Communities, LLC | 1,149 | $713.5K | 0.18% | +1+0.1% | Added |
| FIL Ltd | 1,146 | $711.7K | 0.00% | +576+101.1% | Added |
| Breakwater Capital Group | 1,144 | $710.4K | 0.14% | +12+1.1% | Added |
| Arcus Capital Partners, LLC | 1,143 | $709.8K | 0.26% | +1,143 | New |
| MorganRosel Wealth Management, LLC | 1,138 | $706.7K | 0.23% | −223−16.4% | Reduced |
| Childress Capital Advisors, LLC | 1,137 | $706.1K | 0.19% | +35+3.2% | Added |
| 1st Source Bank | 1,137 | $706.1K | 0.04% | −9−0.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,128 | $701.0K | 0.04% | −20−1.7% | Reduced |
| Journey Advisory Group, LLC | 1,063 | $698.5K | 0.08% | 00.0% | Unchanged |
| Glenview Trust Co | 1,124 | $698.0K | 0.01% | −39−3.4% | Reduced |
| DGS Capital Management, LLC | 1,124 | $697.7K | 0.19% | −43−3.7% | Reduced |
| Caxton Associates LP | 1,121 | $696.1K | 0.03% | −3,404−75.2% | Reduced |
| Forum Financial Management, LP | 1,119 | $694.9K | 0.01% | +8+0.7% | Added |
| Aaron Wealth Advisors | 1,117 | $693.7K | 0.08% | −112−9.1% | Reduced |
| MONECO Advisors, LLC | 1,116 | $692.8K | 0.09% | +7+0.6% | Added |
| Trivant Custom Portfolio Group, LLC | 1,105 | $686.2K | 0.40% | 00.0% | Unchanged |
| 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 |
| Quadrature Capital Ltd | 1,100 | $683.0K | 0.02% | −5,083−82.2% | Reduced |
| Fred Alger Management, LLC | 1,095 | $680.0K | 0.00% | −19,641−94.7% | Reduced |
| TFB Advisors LLC | 1,092 | $678.1K | 0.20% | +48+4.6% | Added |
| Vance Wealth, Inc. | 1,089 | $676.3K | 0.26% | −10−0.9% | Reduced |
| Correct Capital Wealth Management | 1,084 | $672.9K | 0.15% | +55+5.3% | Added |
| Morningstar Investment Services LLC | 1,086 | $672.0K | 0.01% | −87−7.4% | Reduced |
| L2 Asset Management, LLC | 1,081 | $671.3K | 0.18% | +36+3.4% | Added |
| Truvestments Capital LLC | 1,078 | $669.3K | 0.18% | +16+1.5% | Added |
| Parkside Financial Bank & Trust | 1,076 | $668.2K | 0.09% | +1+0.1% | Added |
| Authentikos Wealth Advisory, LLC | 1,071 | $665.1K | 0.64% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 1,069 | $663.8K | 0.09% | −80−7.0% | Reduced |
| Aviso Financial Inc. | 1,068 | $663.2K | 0.03% | +39+3.8% | Added |
| First National Trust Co | 1,067 | $662.6K | 0.03% | +68+6.8% | Added |
| Integrated Investment Consultants, LLC | 1,066 | $662.0K | 0.14% | +143+15.5% | Added |
| Seven Mile Advisory | 1,063 | $660.1K | 0.44% | +96+9.9% | Added |
| RFG Holdings, Inc. | 1,055 | $656.4K | 0.23% | +107+11.3% | Added |
| Yarbrough Capital, LLC | 1,055 | $655.2K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,053 | $653.9K | 0.26% | +3+0.3% | Added |
| Great Lakes Retirement, Inc. | 1,046 | $649.4K | 0.08% | +5+0.5% | Added |
| Leonteq Securities AG | 1,039 | $645.2K | 0.08% | +329+46.3% | Added |
| Wharton Business Group, LLC | 1,035 | $643.0K | 0.03% | −13−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,036 | $641.3K | 0.07% | −43−4.0% | Reduced |
| Wallace Advisory Group, LLC | 974 | $640.1K | 0.47% | 00.0% | Unchanged |
| Accuvest Global Advisors | 1,000 | $636.8K | 0.55% | +1,000 | New |
| Concentric Wealth Management, LLC | 1,020 | $633.4K | 0.15% | −100−8.9% | Reduced |
| Nations Financial Group Inc, | 1,016 | $631.0K | 0.05% | +183+22.0% | Added |
| Sigma Planning Corp | 1,013 | $628.8K | 0.02% | +14+1.4% | Added |
| Catalyst Financial Partners LLC | 1,012 | $628.5K | 0.12% | +64+6.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,012 | $628.5K | 0.04% | +1,012 | New |
| Sand Hill Global Advisors, LLC | 1,010 | $627.2K | 0.03% | +7+0.7% | Added |
| Prospera Financial Services Inc | 1,008 | $626.2K | 0.02% | +18+1.8% | Added |
| Geneos Wealth Management Inc. | 1,006 | $624.8K | 0.02% | +549+120.1% | Added |
| Evercore Wealth Management, LLC | 1,001 | $621.6K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $621.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,000 | $621.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,000 | $621.0K | 0.06% | +629+169.5% | Added |
| Edmond de Rothschild Holding S.A. | 999 | $620.4K | 0.01% | −248−19.9% | Reduced |
| Perkins Coie Trust Co | 992 | $616.0K | 0.14% | 00.0% | Unchanged |
| Caitlin John, LLC | 870 | $614.2K | 0.39% | +752+637.3% | Added |
| Caldwell Trust Co | 987 | $612.9K | 0.06% | 00.0% | Unchanged |