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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 365 | $226.9K | 0.09% | +26+7.7% | Added |
| Willis Johnson & Associates, Inc. | 365 | $226.8K | 0.02% | +46+14.4% | Added |
| Castle Rock Wealth Management, LLC | 375 | $226.7K | 0.05% | +5+1.4% | Added |
| Marino, Stram & Associates LLC | 364 | $226.0K | 0.05% | +1+0.3% | Added |
| Heritage Investment Group, Inc. | 363 | $225.3K | 0.04% | 00.0% | Unchanged |
| Aviso Wealth Management | 362 | $224.8K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 362 | $224.8K | 0.06% | 00.0% | Unchanged |
| Bank of Stockton | 360 | $223.6K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 360 | $223.5K | 0.01% | +22+6.5% | Added |
| TCG Advisory Services, LLC | 359 | $222.9K | 0.01% | +29+8.8% | Added |
| Successful Portfolios LLC | 358 | $222.4K | 0.15% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 358 | $222.2K | 0.04% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 361 | $221.2K | 0.03% | +23+6.8% | Added |
| Cidel Asset Management Inc | 356 | $221.1K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 356 | $221.1K | 0.16% | +51+16.7% | Added |
| NTV Asset Management LLC | 355 | $220.5K | 0.03% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 355 | $220.5K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 354 | $220.1K | 0.01% | −27−7.1% | Reduced |
| Atlas Brown,Inc. | 352 | $218.6K | 0.08% | +7+2.0% | Added |
| Guardian Wealth Advisors, LLC | 352 | $218.6K | 0.02% | −19−5.1% | Reduced |
| Ssi Investment Management LLC | 352 | $218.6K | 0.02% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 351 | $218.0K | 1.99% | −25−6.6% | Reduced |
| Harbour Investments, Inc. | 351 | $217.7K | 0.01% | +14+4.2% | Added |
| Wade Financial Advisory, Inc | 347 | $215.5K | 0.07% | −25−6.7% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $214.9K | 0.00% | 00.0% | Unchanged |
| United Bank | 344 | $213.6K | 0.02% | −53−13.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 344 | $213.6K | 0.03% | −1−0.3% | Reduced |
| Lafayette Investments, Inc. | 344 | $213.6K | 0.05% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 345 | $212.8K | 0.19% | −40−10.4% | Reduced |
| Grimes & Company, Inc. | 342 | $212.5K | 0.01% | +1+0.3% | Added |
| Leo Wealth, LLC | 341 | $211.9K | 0.02% | +27+8.6% | Added |
| Claro Advisors LLC | 341 | $211.8K | 0.03% | −21−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 339 | $210.5K | 0.02% | +339 | New |
| Ifrah Financial Services, Inc. | 338 | $209.8K | 0.06% | −7−2.0% | Reduced |
| Sunpointe, LLC | 337 | $209.3K | 0.17% | +14+4.3% | Added |
| Lakeview Capital Partners, LLC | 336 | $208.8K | 0.03% | −249−42.6% | Reduced |
| Sandy Spring Bank | 336 | $208.7K | 0.01% | −151−31.0% | Reduced |
| United Community Bank | 335 | $208.0K | 0.08% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 333 | $206.6K | 0.15% | +333 | New |
| Galvin, Gaustad & Stein, LLC | 332 | $206.1K | 0.02% | −7−2.1% | Reduced |
| Revolve Wealth Partners, LLC | 331 | $205.6K | 0.03% | −13−3.8% | Reduced |
| Sound Income Strategies, LLC | 331 | $205.6K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 331 | $205.4K | 0.11% | +12+3.8% | Added |
| McAdam, LLC | 330 | $204.9K | 0.01% | +330 | New |
| XML Financial, LLC | 329 | $204.2K | 0.02% | −262−44.3% | Reduced |
| Werba Rubin Papier Wealth Management | 328 | $203.7K | 0.05% | +6+1.9% | Added |
| Naples Global Advisors, LLC | 327 | $203.3K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 327 | $203.1K | 0.13% | +8+2.5% | Added |
| Westmount Partners, LLC | 327 | $203.1K | 0.06% | +9+2.8% | Added |
| Invst, LLC | 327 | $203.1K | 0.02% | +327 | New |
| Plante Moran Financial Advisors, LLC | 326 | $202.4K | 0.02% | −24−6.9% | Reduced |
| AdvisorNet Financial, Inc | 325 | $201.9K | 0.02% | +27+9.1% | Added |
| Sandy Cove Advisors, LLC | 325 | $201.8K | 0.08% | +325 | New |
| Davy Global Fund Management Ltd | 325 | $201.8K | 0.02% | −22−6.3% | Reduced |
| Osprey Private Wealth LLC | 325 | $201.8K | 0.14% | +325 | New |
| Pensionmark Financial Group, LLC | 324 | $201.2K | 0.01% | +324 | New |
| Navellier & Associates Inc | 323 | $200.6K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 322 | $200.1K | 0.01% | −37−10.3% | Reduced |
| Blue Chip Partners, Inc. | 319 | $198.1K | 0.02% | −1−0.3% | Reduced |
| Riverview Trust Co | 318 | $197.5K | 0.17% | +5+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 317 | $197.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $186.3K | 0.01% | +83+38.2% | Added |
| Paradigm Asset Management Co LLC | 300 | $186.3K | 0.05% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 293 | $182.1K | 0.06% | 00.0% | Unchanged |
| Hemington Wealth Management | 286 | $174.0K | 0.05% | −33−10.3% | Reduced |
| DT Investment Partners, LLC | 280 | $173.9K | 0.01% | +34+13.8% | Added |
| Catalyst Capital Advisors LLC | 279 | $173.3K | 0.00% | +11+4.1% | Added |
| Proequities, Inc. | 277 | $172.0K | 0.01% | −147−34.7% | Reduced |
| Park Place Capital Corp | 268 | $166.4K | 0.05% | −28−9.5% | Reduced |
| Coastline Trust Co | 266 | $165.2K | 0.02% | −85−24.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 266 | $165.2K | 0.03% | +4+1.5% | Added |
| Capula Management Ltd | 260 | $161.5K | 0.00% | +260 | New |
| Wellington Shields & Co., LLC | 256 | $159.0K | 0.05% | +75+41.4% | Added |
| Hexagon Capital Partners LLC | 252 | $156.5K | 0.03% | −5−1.9% | Reduced |
| Versant Capital Management, Inc | 240 | $149.0K | 0.03% | −138−36.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 233 | $145.1K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 228 | $141.6K | 0.01% | −2−0.9% | Reduced |
| C M Bidwell & Associates Ltd | 227 | $141.0K | 0.09% | 00.0% | Unchanged |
| Main Street Group, LTD | 225 | $139.9K | 0.06% | −1−0.4% | Reduced |
| Rise Advisors, LLC | 225 | $139.9K | 0.07% | −2−0.9% | Reduced |
| Western Pacific Wealth Management, LP | 219 | $136.0K | 0.09% | −33−13.1% | Reduced |
| St Germain D J Co Inc | 207 | $128.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $127.3K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 200 | $124.2K | 0.08% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $122.3K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 193 | $120.0K | 0.01% | −52−21.2% | Reduced |
| Brown Shipley& Co Ltd | 193 | $119.9K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 171 | $119.8K | 0.02% | +38+28.6% | Added |
| Values First Advisors, Inc. | 193 | $119.8K | 0.06% | +193 | New |
| Farmers & Merchants Investments Inc | 189 | $117.4K | 0.00% | −1−0.5% | Reduced |
| General Partner, Inc. | 187 | $116.1K | 0.07% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 180 | $111.8K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 172 | $106.8K | 0.00% | +1+0.6% | Added |
| Global Financial Private Client, LLC | 170 | $105.6K | 0.04% | +41+31.8% | Added |
| Washington Trust Co | 167 | $103.8K | 0.00% | −1−0.6% | Reduced |
| NBC Securities, Inc. | 161 | $99.0K | 0.01% | −2−1.2% | Reduced |
| Avalon Trust Co | 157 | $97.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 153 | $95.0K | 0.02% | +123+410.0% | Added |
| Coppell Advisory Solutions LLC | 151 | $93.5K | 0.01% | +59+64.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $93.0K | 0.04% | 00.0% | Unchanged |