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 |
|---|---|---|---|---|---|
| Kennon-Green & Company, LLC | 754 | $468.2K | 0.39% | 00.0% | Unchanged |
| SFM, LLC | 754 | $468.0K | 0.35% | −48−6.0% | Reduced |
| Gill Capital Partners, LLC | 753 | $467.6K | 0.17% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 751 | $466.4K | 0.04% | −49−6.1% | Reduced |
| Arrow Financial Corp | 750 | $465.8K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 664 | $465.4K | 0.17% | +7+1.1% | Added |
| Heartland Bank & Trust Co | 749 | $465.1K | 0.25% | −33−4.2% | Reduced |
| TCI Wealth Advisors, Inc. | 746 | $463.3K | 0.04% | +5+0.7% | Added |
| Betterment LLC | 745 | $463.0K | 0.00% | +42+6.0% | Added |
| Global Endowment Management, LP | 743 | $461.4K | 0.05% | −146−16.4% | Reduced |
| Drive Wealth Management, LLC | 742 | $460.8K | 0.12% | −8−1.1% | Reduced |
| Bigelow Investment Advisors, LLC | 741 | $460.2K | 0.21% | +15+2.1% | Added |
| West Family Investments, Inc. | 740 | $459.5K | 0.16% | +291+64.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 738 | $458.3K | 0.13% | −107−12.7% | Reduced |
| Onefund, LLC | 735 | $456.4K | 0.46% | +2+0.3% | Added |
| Fishman Jay A Ltd | 732 | $454.6K | 0.05% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 729 | $452.7K | 0.13% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $452.7K | 0.50% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 727 | $451.2K | 0.02% | +11+1.5% | Added |
| Johnson Bixby & Associates, LLC | 725 | $450.2K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 722 | $448.4K | 0.02% | +722 | New |
| OneAscent Financial Services LLC | 720 | $447.0K | 0.32% | +720 | New |
| Congress Park Capital LLC | 712 | $442.2K | 0.16% | −15−2.1% | Reduced |
| Veracity Capital LLC | 710 | $441.2K | 0.17% | +50+7.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 709 | $440.3K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 709 | $440.3K | 0.29% | +1+0.1% | Added |
| Prentice Wealth Management LLC | 708 | $439.7K | 0.13% | +342+93.4% | Added |
| Fort Sheridan Advisors LLC | 707 | $439.1K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 706 | $438.4K | 0.04% | 00.0% | Unchanged |
| GenTrust, LLC | 706 | $438.3K | 0.02% | +706 | New |
| Union Savings Bank | 705 | $437.8K | 0.21% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 704 | $437.2K | 0.10% | −167−19.2% | Reduced |
| Bernardo Wealth Planning LLC | 718 | $437.0K | 0.11% | −4−0.6% | Reduced |
| NovaPoint Capital, LLC | 703 | $436.6K | 0.14% | +22+3.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 700 | $435.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 700 | $434.7K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $434.7K | 0.21% | +700 | New |
| Prestige Wealth Management Group LLC | 695 | $431.6K | 0.09% | −6−0.9% | Reduced |
| Winthrop Advisory Group LLC | 690 | $428.2K | 0.05% | −4−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 687 | $426.9K | 0.05% | +29+4.4% | Added |
| Cornerstone Wealth Group, LLC | 686 | $426.0K | 0.04% | +18+2.7% | Added |
| Riverwater Partners LLC | 692 | $420.2K | 0.21% | −16−2.3% | Reduced |
| Founders Financial Alliance, LLC | 676 | $419.6K | 0.12% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $419.2K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 675 | $419.0K | 0.05% | +5+0.7% | Added |
| St. Louis Trust Co | 674 | $418.6K | 0.06% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 673 | $417.9K | 0.08% | +103+18.1% | Added |
| Planned Solutions, Inc. | 672 | $417.3K | 0.17% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 669 | $415.5K | 0.07% | −134−16.7% | Reduced |
| Avidian Wealth Solutions, LLC | 667 | $413.9K | 0.02% | +177+36.1% | Added |
| Geller Advisors LLC | 664 | $412.3K | 0.03% | −591−47.1% | Reduced |
| Tanager Wealth Management LLP | 664 | $412.3K | 0.06% | +50+8.1% | Added |
| Sivia Capital Partners, LLC | 663 | $411.8K | 0.24% | +13+2.0% | Added |
| Pacific Wealth Management | 662 | $411.1K | 0.19% | −100−13.1% | Reduced |
| Angeles Investment Advisors, LLC | 659 | $409.2K | 0.02% | −51−7.2% | Reduced |
| Moors & Cabot, Inc. | 657 | $408.3K | 0.02% | +38+6.1% | Added |
| Verde Capital Management | 654 | $406.2K | 0.12% | +654 | New |
| Latko Wealth Management, Ltd. | 654 | $406.0K | 0.25% | +654 | New |
| Relyea Zuckerberg Hanson LLC | 648 | $402.4K | 0.06% | +38+6.2% | Added |
| Royal Fund Management, LLC | 648 | $402.4K | 0.03% | +335+107.0% | Added |
| Signal Advisors Wealth, LLC | 644 | $400.2K | 0.06% | +644 | New |
| Rehmann Capital Advisory Group | 640 | $399.4K | 0.03% | −91−12.4% | Reduced |
| Thomasville National Bank | 643 | $399.3K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 645 | $399.3K | 0.03% | +645 | New |
| J. W. Coons Advisors, LLC | 642 | $398.7K | 0.10% | +6+0.9% | Added |
| Hummer Financial Advisory Services Inc | 640 | $397.4K | 0.31% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 639 | $396.8K | 0.02% | +80+14.3% | Added |
| Wealth Management Partners, LLC | 638 | $396.2K | 0.18% | +1+0.2% | Added |
| 9258 Wealth Management, LLC | 637 | $395.6K | 0.06% | −12−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 637 | $395.6K | 0.10% | +637 | New |
| Sage Private Wealth Group, LLC | 633 | $393.3K | 0.31% | +2+0.3% | Added |
| Mechanics Bank Trust Department | 632 | $392.5K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $391.2K | 0.03% | 00.0% | Unchanged |
| Camden National Bank | 629 | $390.6K | 0.06% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 628 | $390.0K | 0.24% | −437−41.0% | Reduced |
| Roman Butler Fullerton & Co | 629 | $388.9K | 0.12% | −15−2.3% | Reduced |
| Accelerate Investment Advisors LLC | 624 | $387.6K | 0.38% | +624 | New |
| Essex Savings Bank | 624 | $387.5K | 0.10% | −30−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 622 | $386.3K | 0.03% | −65−9.5% | Reduced |
| WP Advisors, LLC | 622 | $386.0K | 0.14% | −100−13.9% | Reduced |
| Parcion Private Wealth LLC | 620 | $385.0K | 0.03% | +620 | New |
| Cercano Management LLC | 619 | $384.4K | 0.01% | +619 | New |
| Alera Investment Advisors, LLC | 617 | $383.2K | 0.05% | +46+8.1% | Added |
| Berkshire Bank | 616 | $382.5K | 0.09% | −1−0.2% | Reduced |
| Morningstar Investment Management LLC | 619 | $382.0K | 0.04% | +619 | New |
| Diversified Investment Strategies, LLC | 614 | $381.3K | 0.25% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 612 | $380.1K | 0.13% | −1−0.2% | Reduced |
| Great Diamond Partners, LLC | 610 | $378.8K | 0.10% | +1+0.2% | Added |
| New Millennium Group LLC | 610 | $378.7K | 0.24% | +1+0.2% | Added |
| TCTC Holdings, LLC | 607 | $376.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 606 | $376.3K | 0.15% | +24+4.1% | Added |
| Bragg Financial Advisors, Inc | 606 | $376.1K | 0.02% | +3+0.5% | Added |
| Tobam | 606 | $376.0K | 0.07% | +123+25.5% | Added |
| FinTrust Capital Advisors, LLC | 604 | $375.1K | 0.06% | −11−1.8% | Reduced |
| Winton Group Ltd | 603 | $374.5K | 0.03% | +603 | New |
| Columbia Asset Management | 602 | $374.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $373.0K | 0.14% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $372.6K | 0.12% | 00.0% | Unchanged |
| MQS Management LLC | 600 | $372.6K | 0.21% | +600 | New |
| Gordian Advisors LLC | 600 | $372.6K | 0.30% | +600 | New |