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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 985 | $611.4K | 0.08% | −40−3.9% | Reduced |
| HBW Advisory Services LLC | 980 | $608.3K | 0.09% | −5,416−84.7% | Reduced |
| Koshinski Asset Management, Inc. | 974 | $604.9K | 0.05% | +76+8.5% | Added |
| Mount Yale Investment Advisors, LLC | 973 | $604.2K | 0.06% | +17+1.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 971 | $603.1K | 0.09% | +50+5.4% | Added |
| Tolleson Wealth Management, Inc. | 969 | $602.0K | 0.11% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 968 | $601.2K | 0.25% | −92−8.7% | Reduced |
| MWA Asset Management | 965 | $599.3K | 0.40% | −4−0.4% | Reduced |
| Tiemann Investment Advisors, LLC | 961 | $596.8K | 0.26% | −25−2.5% | Reduced |
| Catalyst Private Wealth, LLC | 958 | $594.9K | 0.29% | −31−3.1% | Reduced |
| Austin Private Wealth, LLC | 958 | $594.9K | 0.06% | +13+1.4% | Added |
| Traynor Capital Management, Inc. | 957 | $594.0K | 0.05% | −10−1.0% | Reduced |
| Horizon Family Wealth, Inc. | 956 | $593.2K | 0.42% | +2+0.2% | Added |
| Gen-Wealth Partners Inc | 954 | $592.4K | 0.26% | +353+58.7% | Added |
| Principal Street Partners, LLC | 900 | $591.3K | 0.10% | +446+98.2% | Added |
| Twinbeech Capital LP | 950 | $590.0K | 0.01% | +950 | New |
| Proficio Capital Partners LLC | 947 | $587.8K | 0.06% | −851−47.3% | Reduced |
| Catalina Capital Group, LLC | 946 | $587.5K | 0.20% | +120+14.5% | Added |
| Argus Investors' Counsel, Inc. | 939 | $582.9K | 0.38% | −66−6.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 937 | $581.9K | 0.46% | +32+3.5% | Added |
| Brooklyn FI, LLC | 936 | $581.3K | 0.20% | +439+88.3% | Added |
| Private Trust Co NA | 934 | $579.9K | 0.06% | −25−2.6% | Reduced |
| Grove Bank & Trust | 933 | $579.4K | 0.09% | −511−35.4% | Reduced |
| Bell Investment Advisors, Inc | 933 | $579.4K | 0.11% | −62−6.2% | Reduced |
| Rockline Wealth Management, LLC | 929 | $576.9K | 0.16% | +75+8.8% | Added |
| Chapin Davis, Inc. | 926 | $575.0K | 0.19% | −4−0.4% | Reduced |
| Founders Financial Securities LLC | 925 | $574.4K | 0.05% | +63+7.3% | Added |
| Wrapmanager Inc | 922 | $572.6K | 0.15% | +560+154.7% | Added |
| Legacy Capital Wealth Partners, LLC | 914 | $567.6K | 0.11% | −154−14.4% | Reduced |
| Independent Financial Group, LLC | 914 | $567.6K | 0.02% | −13−1.4% | Reduced |
| First National Bank of Hutchinson | 908 | $563.9K | 0.36% | −124−12.0% | Reduced |
| Godsey & Gibb Associates | 905 | $562.0K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $562.0K | 0.31% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $561.4K | 0.24% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 900 | $558.9K | 0.17% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 902 | $553.3K | 0.13% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 889 | $552.4K | 0.04% | +2+0.2% | Added |
| Ulland Investment Advisors, LLC | 887 | $551.0K | 0.40% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 887 | $550.8K | 0.15% | −4,707−84.1% | Reduced |
| Everpar Advisors LLC | 884 | $549.0K | 0.28% | +19+2.2% | Added |
| Paladin Wealth, LLC | 877 | $544.6K | 0.48% | +877 | New |
| Intrua Financial, LLC | 876 | $543.9K | 0.09% | +96+12.3% | Added |
| Precedent Wealth Partners, LLC | 872 | $541.8K | 0.18% | +360+70.3% | Added |
| M3 Advisory Group, LLC | 872 | $541.5K | 0.40% | +117+15.5% | Added |
| Family Firm, Inc. | 872 | $541.3K | 0.12% | +95+12.2% | Added |
| Bull Oak Capital, LLC | 871 | $540.9K | 0.31% | −134−13.3% | Reduced |
| Dark Forest Capital Management LP | 871 | $540.9K | 0.07% | +871 | New |
| Plancorp, LLC | 870 | $540.3K | 0.02% | −11−1.2% | Reduced |
| Pathway Financial Advisors LLC | 869 | $539.6K | 0.14% | 00.0% | Unchanged |
| Tradewinds, LLC. | 865 | $537.2K | 0.17% | −3−0.3% | Reduced |
| KFG Wealth Management, LLC | 855 | $531.1K | 0.12% | +15+1.8% | Added |
| Exencial Wealth Advisors, LLC | 854 | $530.3K | 0.02% | −171−16.7% | Reduced |
| Csenge Advisory Group | 859 | $529.9K | 0.03% | +16+1.9% | Added |
| Concorde Asset Management, LLC | 850 | $528.0K | 0.30% | −26−3.0% | Reduced |
| Interchange Capital Partners, LLC | 849 | $527.7K | 0.19% | −26−3.0% | Reduced |
| Mattern Capital Management, LLC | 849 | $527.2K | 0.07% | +62+7.9% | Added |
| Ariadne Wealth Management, LP | 782 | $527.2K | 0.29% | +782 | New |
| Avantax Planning Partners, Inc. | 843 | $523.2K | 0.02% | −801−48.7% | Reduced |
| Simmons Bank | 842 | $522.9K | 0.04% | +19+2.3% | Added |
| CoreFirst Bank & Trust | 841 | $522.3K | 0.30% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 838 | $520.4K | 0.17% | −669−44.4% | Reduced |
| Washington Trust Bank | 835 | $518.5K | 0.05% | −35−4.0% | Reduced |
| Oakworth Capital, Inc. | 835 | $518.5K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 823 | $511.1K | 0.33% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 822 | $510.5K | 0.04% | 00.0% | Unchanged |
| Apeiron RIA LLC | 818 | $507.8K | 0.15% | +23+2.9% | Added |
| BCJ Capital Management, LLC | 815 | $506.1K | 0.04% | +129+18.8% | Added |
| Bahl & Gaynor Inc | 811 | $503.6K | 0.00% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 809 | $502.4K | 0.09% | −2−0.2% | Reduced |
| Bourne Lent Asset Management Inc | 805 | $499.9K | 0.19% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 802 | $498.2K | 0.03% | +1+0.1% | Added |
| ICONIQ Capital, LLC | 802 | $498.0K | 0.01% | −1,772−68.8% | Reduced |
| Legacy Bridge, LLC | 802 | $498.0K | 0.27% | −5−0.6% | Reduced |
| Alta Advisers Ltd | 800 | $496.8K | 0.23% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 9 | $494.9K | 0.12% | −20,434−100.0% | Reduced |
| Ramiah Investment Group | 797 | $494.9K | 0.47% | −373−31.9% | Reduced |
| Michael B. Yongue | 797 | $494.9K | 0.40% | +2+0.3% | Added |
| Avenue 1 Advisors, LLC | 794 | $493.1K | 0.18% | −1−0.1% | Reduced |
| NorthStar Asset Management LLC | 791 | $490.9K | 0.33% | −6−0.8% | Reduced |
| Waterloo Capital, L.P. | 788 | $489.6K | 0.05% | +78+11.0% | Added |
| Woodstock Corp | 781 | $485.0K | 0.05% | −47−5.7% | Reduced |
| Cynosure Management, LLC | 778 | $483.2K | 0.07% | +9+1.2% | Added |
| Transform Wealth, LLC | 778 | $483.1K | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 777 | $482.5K | 0.05% | 00.0% | Unchanged |
| David Loasby | 798 | $481.8K | 0.05% | −14−1.7% | Reduced |
| Camden Capital, LLC | 775 | $480.9K | 0.05% | −154−16.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 773 | $480.0K | 0.24% | −13−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 772 | $479.1K | 0.01% | −117−13.2% | Reduced |
| Private Client Services, LLC | 770 | $477.9K | 0.26% | +1+0.1% | Added |
| Clear Creek Financial Management, LLC | 769 | $477.7K | 0.05% | +11+1.5% | Added |
| Kowal Investment Group, LLC | 768 | $476.9K | 0.09% | +391+103.7% | Added |
| Optiver Holding B.V. | 766 | $475.7K | 0.01% | −1,081−58.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $475.7K | 0.07% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 765 | $475.1K | 0.01% | −150−16.4% | Reduced |
| Libra Wealth LLC | 765 | $475.1K | 0.19% | +765 | New |
| Beaumont Financial Advisors, LLC | 765 | $475.1K | 0.04% | −346−31.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 764 | $474.4K | 0.05% | −208−21.4% | Reduced |
| Telos Capital Management, Inc. | 760 | $472.0K | 0.05% | +10+1.3% | Added |
| Truepoint, Inc. | 759 | $471.3K | 0.01% | −26−3.3% | Reduced |
| Fortune Financial Advisors, LLC | 756 | $469.4K | 0.43% | 00.0% | Unchanged |