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 |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | 599 | $372.0K | 0.07% | +599 | New |
| First Trust Investment Solutions L.P. | 598 | $371.4K | 0.04% | −59−9.0% | Reduced |
| Fermata Advisors, LLC | 598 | $371.2K | 0.08% | +32+5.7% | Added |
| Bank of Hawaii | 596 | $370.1K | 0.02% | −406−40.5% | Reduced |
| Resources Management Corp | 596 | $370.0K | 0.05% | −8−1.3% | Reduced |
| BBR Partners, LLC | 596 | $369.9K | 0.03% | −21−3.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 593 | $368.3K | 0.17% | −71−10.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 600 | $367.3K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 591 | $367.0K | 0.01% | +30+5.3% | Added |
| Good Life Advisors, LLC | 590 | $366.8K | 0.02% | +590 | New |
| Venture Visionary Partners LLC | 589 | $365.8K | 0.02% | −3−0.5% | Reduced |
| Belpointe Asset Management LLC | 588 | $365.2K | 0.02% | −622−51.4% | Reduced |
| Simplicity Wealth,LLC | 587 | $364.7K | 0.03% | −4,472−88.4% | Reduced |
| Salem Investment Counselors Inc | 586 | $363.9K | 0.01% | +5+0.9% | Added |
| Cedar Mountain Advisors, LLC | 585 | $363.6K | 0.08% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 585 | $363.3K | 0.30% | −27−4.4% | Reduced |
| Eagle Ridge Investment Management | 584 | $362.7K | 0.03% | +9+1.6% | Added |
| Gradient Capital Advisors, LLC | 584 | $362.7K | 0.12% | +26+4.7% | Added |
| New England Research & Management, Inc. | 575 | $357.0K | 0.17% | 00.0% | Unchanged |
| LGL Partners, LLC | 574 | $356.5K | 0.05% | +15+2.7% | Added |
| Vigilare Wealth Management | 573 | $355.8K | 0.14% | 00.0% | Unchanged |
| Ledyard National Bank | 569 | $353.3K | 0.03% | +63+12.5% | Added |
| High Falls Advisors, Inc | 569 | $353.2K | 0.08% | +3+0.5% | Added |
| Proffitt & Goodson Inc | 567 | $352.1K | 0.06% | −934−62.2% | Reduced |
| Wealth Management Associates, Inc. | 567 | $352.1K | 0.15% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 567 | $352.1K | 0.18% | +25+4.6% | Added |
| South State Corp. | 565 | $350.9K | 0.02% | −8−1.4% | Reduced |
| Perennial Investment Advisors, LLC | 561 | $348.4K | 0.05% | −1−0.2% | Reduced |
| Studio Investment Management LLC | 561 | $348.4K | 0.07% | +13+2.4% | Added |
| Portside Wealth Group, LLC | 558 | $346.5K | 0.06% | +60+12.0% | Added |
| Verity Asset Management, Inc. | 552 | $342.8K | 0.13% | −183−24.9% | Reduced |
| Manchester Capital Management LLC | 550 | $341.7K | 0.04% | +53+10.7% | Added |
| EverSource Wealth Advisors, LLC | 550 | $341.6K | 0.02% | +25+4.8% | Added |
| CoreCap Advisors, LLC | 549 | $340.9K | 0.02% | +549 | New |
| Kuhn & Co Investment Counsel | 547 | $339.7K | 0.29% | 00.0% | Unchanged |
| Busey Wealth Management | 545 | $338.4K | 0.01% | +10+1.9% | Added |
| Andina Capital Management, LLC | 543 | $337.3K | 0.26% | +5+0.9% | Added |
| Tranquility Partners, LLC | 548 | $335.3K | 0.12% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 539 | $334.7K | 0.22% | −17−3.1% | Reduced |
| Arete Wealth Advisors, LLC | 540 | $334.0K | 0.03% | +90+20.0% | Added |
| D'Orazio & Associates, Inc. | 536 | $332.9K | 0.05% | −2−0.4% | Reduced |
| Tufton Capital Management | 535 | $332.2K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 531 | $329.8K | 0.05% | +17+3.3% | Added |
| Canvas Wealth Advisors, LLC | 531 | $329.8K | 0.09% | +183+52.6% | Added |
| LRI Investments, LLC | 470 | $329.7K | 0.03% | −535−53.2% | Reduced |
| Morris Retirement Advisors, LLC | 530 | $329.3K | 0.18% | −207−28.1% | Reduced |
| Somerville Kurt F | 530 | $329.1K | 0.05% | −100−15.9% | Reduced |
| Glen Eagle Advisors, LLC | 524 | $325.5K | 0.05% | −123−19.0% | Reduced |
| Atticus Wealth Management, LLC | 523 | $324.9K | 0.10% | +15+3.0% | Added |
| Grandfield & Dodd, LLC | 523 | $324.8K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 523 | $324.8K | 0.15% | +18+3.6% | Added |
| Jacobsen Capital Management | 521 | $323.5K | 0.14% | −17−3.2% | Reduced |
| Covenant Partners, LLC | 521 | $323.5K | 0.09% | +17+3.4% | Added |
| Oxbow Advisors, LLC | 520 | $322.9K | 0.03% | +73+16.3% | Added |
| JB Capital LLC | 516 | $320.9K | 0.02% | +22+4.5% | Added |
| Inscription Capital, LLC | 515 | $319.8K | 0.05% | +9+1.8% | Added |
| Synergy Financial Group, LTD | 511 | $317.3K | 0.30% | +5+1.0% | Added |
| Crescent Sterling, Ltd. | 509 | $316.1K | 0.30% | −1−0.2% | Reduced |
| Custom Index Systems, LLC | 508 | $315.5K | 0.17% | −203−28.6% | Reduced |
| Seeds Investor LLC | 508 | $315.3K | 0.12% | +131+34.7% | Added |
| Elgethun Capital Management | 506 | $314.5K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 506 | $314.2K | 0.21% | +1+0.2% | Added |
| Samalin Investment Counsel, LLC | 505 | $313.9K | 0.14% | −169−25.1% | Reduced |
| ISAM Funds (UK) Ltd | 505 | $313.6K | 0.18% | −437−46.4% | Reduced |
| Petrus Trust Company, LTA | 504 | $313.0K | 0.03% | +504 | New |
| Polymer Capital Management (HK) LTD | 500 | $310.5K | 0.07% | −400−44.4% | Reduced |
| Reinhart Partners, Inc. | 500 | $310.5K | 0.01% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $308.6K | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 497 | $308.6K | 0.17% | +497 | New |
| K.J. Harrison & Partners Inc | 500 | $307.0K | 0.05% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 494 | $306.8K | 0.15% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 493 | $306.2K | 0.13% | +11+2.3% | Added |
| AlTi Global, Inc. | 490 | $304.5K | 0.01% | −294−37.5% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $304.3K | 0.08% | +15+3.2% | Added |
| Ethos Financial Group, LLC | 490 | $304.0K | 0.05% | −447−47.7% | Reduced |
| Fox Run Management, L.L.C. | 487 | $302.4K | 0.07% | +487 | New |
| Kathmere Capital Management, LLC | 486 | $301.8K | 0.03% | +50+11.5% | Added |
| Security Financial Services, INC. | 486 | $301.8K | 0.06% | +56+13.0% | Added |
| LVW Advisors, LLC | 486 | $301.8K | 0.04% | +92+23.4% | Added |
| McLean Asset Management Corp | 490 | $299.1K | 0.09% | +4+0.8% | Added |
| Capital Investment Counsel, LLC | 480 | $298.1K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 480 | $298.1K | 0.03% | +32+7.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $298.1K | 0.11% | +75+18.5% | Added |
| Capital Analysts, LLC | 480 | $298.0K | 0.01% | +249+107.8% | Added |
| Corundum Group, Inc. | 479 | $297.5K | 0.14% | −13−2.6% | Reduced |
| Bremer Bank National Association | 477 | $296.2K | 0.06% | −41−7.9% | Reduced |
| Certified Advisory Corp | 476 | $295.5K | 0.03% | +476 | New |
| Wynn Capital, LLC | 475 | $295.0K | 0.19% | +5+1.1% | Added |
| Sustainable Insight Capital Management, LLC | 474 | $294.4K | 0.13% | +474 | New |
| Oxford Asset Management LLP | 473 | $293.7K | 0.24% | +161+51.6% | Added |
| 180 Wealth Advisors, LLC | 470 | $291.9K | 0.05% | +14+3.1% | Added |
| Cable Hill Partners, LLC | 462 | $287.1K | 0.03% | −103−18.2% | Reduced |
| ABLE Financial Group, LLC | 461 | $286.3K | 0.09% | −2−0.4% | Reduced |
| Sunflower Bank, N.A. | 461 | $286.3K | 0.08% | +15+3.4% | Added |
| Advisor Resource Council | 459 | $285.0K | 0.13% | +459 | New |
| Ignite Planners, LLC | 458 | $284.4K | 0.07% | +3+0.7% | Added |
| Quarry LP | 458 | $284.4K | 0.09% | +444+3,171.4% | Added |
| LWMG, LLC | 457 | $283.9K | 0.05% | +7+1.6% | Added |
| Keebeck Wealth Management, LLC | 455 | $282.6K | 0.04% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 455 | $282.6K | 0.13% | +455 | New |