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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 455 | $282.5K | 0.05% | −23−4.8% | Reduced |
| LifeSteps Financial, Inc. | 454 | $281.9K | 0.22% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 452 | $280.7K | 0.04% | +6+1.3% | Added |
| Sage Rhino Capital LLC | 452 | $280.7K | 0.06% | +1+0.2% | Added |
| MBB Public Markets I LLC | 450 | $279.4K | 0.02% | −19,456−97.7% | Reduced |
| Matrix Asset Advisors Inc | 450 | $279.4K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 450 | $279.4K | 0.03% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 447 | $277.6K | 0.20% | +447 | New |
| Guyasuta Investment Advisors Inc | 446 | $277.0K | 0.02% | 00.0% | Unchanged |
| SP Asset Management LLC | 443 | $275.4K | 0.02% | +443 | New |
| Tandem Investment Advisors, Inc. | 442 | $274.0K | 0.01% | +76+20.8% | Added |
| Johnson Financial Group, Inc. | 440 | $273.2K | 0.01% | +72+19.6% | Added |
| CV Advisors LLC | 439 | $272.6K | 0.14% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 436 | $270.8K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 436 | $270.8K | 0.13% | +37+9.3% | Added |
| Capital Advisors Inc | 435 | $270.1K | 0.01% | −12−2.7% | Reduced |
| Live Oak Private Wealth LLC | 435 | $270.1K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 434 | $269.6K | 0.15% | +28+6.9% | Added |
| Concentrum Wealth Management | 433 | $268.9K | 0.10% | +7+1.6% | Added |
| Tennessee Valley Asset Management Partners | 431 | $267.5K | 0.04% | −40−8.5% | Reduced |
| Orrstown Financial Services Inc | 429 | $266.4K | 0.08% | +124+40.7% | Added |
| Soltis Investment Advisors LLC | 428 | $265.7K | 0.03% | +52+13.8% | Added |
| West Coast Financial LLC | 428 | $265.6K | 0.03% | +1+0.2% | Added |
| Malaga Cove Capital, LLC | 427 | $265.2K | 0.11% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 426 | $264.5K | 0.11% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 426 | $264.5K | 0.14% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 426 | $264.4K | 0.05% | +65+18.0% | Added |
| Burney Co | 425 | $263.9K | 0.01% | −564−57.0% | Reduced |
| Jackson Square Capital, LLC | 425 | $263.9K | 0.07% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 424 | $263.3K | 0.12% | +2+0.5% | Added |
| Aft, Forsyth & Company, Inc. | 423 | $262.7K | 0.13% | −100−19.1% | Reduced |
| Acropolis Investment Management, LLC | 423 | $262.7K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 421 | $261.5K | 0.01% | −780−64.9% | Reduced |
| Baker Boyer National Bank | 420 | $260.8K | 0.09% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 420 | $260.2K | 0.04% | +420 | New |
| Values Added Financial LLC | 419 | $260.2K | 0.16% | +4+1.0% | Added |
| Altfest L J & Co Inc | 418 | $260.0K | 0.03% | −49−10.5% | Reduced |
| Pacitti Group Inc. | 418 | $259.5K | 0.12% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 417 | $259.0K | 0.03% | −2−0.5% | Reduced |
| Benin Management CORP | 417 | $259.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 417 | $259.0K | 0.02% | +62+17.5% | Added |
| Fiduciary Alliance LLC | 416 | $258.3K | 0.03% | +416 | New |
| Opal Wealth Advisors, LLC | 415 | $257.7K | 0.08% | +8+2.0% | Added |
| Claret Asset Management Corp | 414 | $257.0K | 0.04% | +2+0.5% | Added |
| Jeppson Wealth Management, LLC | 413 | $256.5K | 0.09% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 363 | $256.4K | 0.04% | +46+14.5% | Added |
| Colonial Trust Co | 413 | $256.3K | 0.04% | +4+1.0% | Added |
| Shepherd Financial Partners LLC | 412 | $256.1K | 0.03% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 366 | $256.0K | 0.15% | +366 | New |
| Convergence Investment Partners, LLC | 412 | $256.0K | 0.07% | −10−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 411 | $255.2K | 0.02% | −3,951−90.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $254.6K | 0.08% | 00.0% | Unchanged |
| Balboa Wealth Partners | 410 | $254.4K | 0.06% | −30−6.8% | Reduced |
| Family Management Corp | 409 | $254.0K | 0.04% | +35+9.4% | Added |
| Howard Bailey Securities, LLC | 405 | $251.5K | 0.10% | +405 | New |
| Pine Harbor Wealth Management, LLC | 403 | $250.3K | 0.12% | +1+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 403 | $250.0K | 0.02% | +1+0.2% | Added |
| Foundations Investment Advisors, LLC | 402 | $249.8K | 0.01% | +30+8.1% | Added |
| Carolinas Wealth Consulting LLC | 403 | $249.7K | 0.05% | −53−11.6% | Reduced |
| GYL Financial Synergies, LLC | 402 | $249.4K | 0.02% | +34+9.2% | Added |
| Gallacher Capital Management LLC | 400 | $248.6K | 0.11% | −97−19.5% | Reduced |
| Carret Asset Management, LLC | 400 | $248.4K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $248.4K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $248.4K | 0.07% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $248.4K | 0.10% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $248.4K | 0.05% | +400 | New |
| Cannon Advisors, Inc. | 401 | $248.2K | 0.20% | +401 | New |
| Hall Laurie J Trustee | 400 | $248.0K | 0.08% | 00.0% | Unchanged |
| Associated Banc-Corp | 399 | $247.8K | 0.01% | −17−4.1% | Reduced |
| Braun-Bostich & Associates Inc. | 398 | $247.2K | 0.17% | +46+13.1% | Added |
| Source Financial Advisors LLC | 397 | $246.7K | 0.07% | −21−5.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 397 | $246.5K | 0.01% | +70+21.4% | Added |
| Advanced Asset Management Advisors Inc | 375 | $246.5K | 0.07% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 395 | $245.3K | 0.16% | +2+0.5% | Added |
| Kovack Advisors, Inc. | 393 | $244.2K | 0.03% | +18+4.8% | Added |
| True North Advisors, LLC | 392 | $243.4K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 392 | $243.2K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 391 | $242.8K | 0.20% | −75−16.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 391 | $242.8K | 0.03% | −43−9.9% | Reduced |
| Angeles Wealth Management, LLC | 391 | $242.8K | 0.02% | +5+1.3% | Added |
| West Bancorporation Inc | 391 | $242.8K | 0.16% | +12+3.2% | Added |
| Red Wave Investments LLC | 390 | $242.2K | 0.08% | +1+0.3% | Added |
| OneAscent Wealth Management LLC | 389 | $242.0K | 0.09% | +389 | New |
| Solidarilty Wealth, LLC | 389 | $241.6K | 0.07% | −9−2.3% | Reduced |
| Crown Wealth Group, LLC | 387 | $240.3K | 0.10% | −5−1.3% | Reduced |
| Covestor Ltd | 385 | $240.0K | 0.15% | +26+7.2% | Added |
| BIP Wealth, LLC | 385 | $239.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 385 | $239.1K | 0.06% | +29+8.1% | Added |
| RHS Financial, LLC | 385 | $239.1K | 0.12% | +385 | New |
| Stonebrook Private Inc. | 384 | $238.5K | 0.06% | +43+12.6% | Added |
| Power Wealth Management LLC | 379 | $235.4K | 0.10% | +27+7.7% | Added |
| Kestra Investment Management, LLC | 379 | $235.4K | 0.01% | +379 | New |
| WMS Partners, LLC | 378 | $234.9K | 0.01% | +3+0.8% | Added |
| Seldon Capital LP | 378 | $234.7K | 0.13% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 374 | $232.3K | 0.03% | −10−2.6% | Reduced |
| Fundamentun, LLC | 371 | $230.9K | 0.02% | +30+8.8% | Added |
| Cottonwood Capital Advisors, LLC | 371 | $230.4K | 0.17% | −7−1.9% | Reduced |
| Linscomb & Williams, Inc. | 371 | $230.4K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 369 | $229.0K | 0.05% | +13+3.7% | Added |
| Mayflower Financial Advisors, LLC | 368 | $228.5K | 0.03% | +25+7.3% | Added |