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
- 1,970
- +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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 44,214 | $27.5M | 0.04% | −3,916−8.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44,159 | $27.4M | 0.06% | +660+1.5% | Added |
| Manning & Napier Advisors LLC | 44,111 | $27.4M | 0.30% | −143−0.3% | Reduced |
| CIBC World Markets Corp | 44,090 | $27.4M | 0.20% | −12,204−21.7% | Reduced |
| Sterling Capital Management LLC | 44,026 | $27.3M | 0.35% | +44,026 | New |
| Troy Asset Management Ltd | 43,671 | $27.1M | 0.85% | +2,794+6.8% | Added |
| Prio Wealth Limited Partnership | 43,542 | $27.0M | 0.79% | −740−1.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 43,200 | $26.8M | 0.99% | −4,400−9.2% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $26.6M | 0.24% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 42,824 | $26.6M | 0.29% | −1,000−2.3% | Reduced |
| Flossbach Von Storch AG | 42,812 | $26.6M | 0.10% | −11,075−20.6% | Reduced |
| Osterweis Capital Management Inc | 42,788 | $26.6M | 1.35% | +42,788 | New |
| Achmea Investment Management B.V. | 42,748 | $26.5M | 0.44% | +2,207+5.4% | Added |
| Shelton Capital Management | 42,331 | $26.3M | 0.67% | −3,719−8.1% | Reduced |
| M&G Plc | 42,306 | $26.3M | 0.13% | +5,658+15.4% | Added |
| Point72 Hong Kong Ltd | 41,973 | $26.1M | 1.88% | +41,973 | New |
| Mercer Global Advisors Inc | 42,741 | $25.9M | 0.06% | +1,476+3.6% | Added |
| Beacon Investment Advisory Services, Inc. | 41,711 | $25.9M | 1.08% | −160.0% | Reduced |
| New York Life Investment Management LLC | 41,562 | $25.8M | 0.25% | −652−1.5% | Reduced |
| Main Street Research LLC | 41,450 | $25.7M | 1.62% | +1,030+2.5% | Added |
| Davidson Investment Advisors | 41,387 | $25.7M | 1.24% | +1,801+4.5% | Added |
| La Banque Postale Asset Management SA | 41,176 | $25.6M | 0.38% | +33,994+473.3% | Added |
| Wilson Asset Management (International) Pty Ltd | 40,367 | $25.1M | 6.08% | +2,644+7.0% | Added |
| McDaniel Terry & Co | 40,297 | $25.0M | 2.10% | +476+1.2% | Added |
| Whittier Trust Co | 40,256 | $25.0M | 0.33% | +1,077+2.7% | Added |
| Pacer Advisors, Inc. | 40,196 | $25.0M | 0.05% | −1,425−3.4% | Reduced |
| Wendell David Associates Inc | 39,999 | $24.8M | 2.38% | +43+0.1% | Added |
| Geneva Capital Management LLC | 39,612 | $24.6M | 0.41% | −1,382−3.4% | Reduced |
| Moran Wealth Management, LLC | 39,087 | $24.3M | 0.75% | +290+0.7% | Added |
| Hillman Co | 38,994 | $24.2M | 10.55% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 38,954 | $24.2M | 0.10% | −120.0% | Reduced |
| Sapient Capital LLC | 38,942 | $24.2M | 0.49% | +1,589+4.3% | Added |
| Tudor Investment Corp Et Al | 38,586 | $24.0M | 0.26% | +38,586 | New |
| Mutual of America Capital Management LLC | 38,497 | $23.9M | 0.25% | −1,184−3.0% | Reduced |
| Candriam Luxembourg S.C.A. | 38,372 | $23.8M | 0.14% | −16,459−30.0% | Reduced |
| Wealthfront Advisers LLC | 38,263 | $23.8M | 0.07% | +522+1.4% | Added |
| Andra AP-fonden | 38,200 | $23.7M | 0.35% | −20,000−34.4% | Reduced |
| Yousif Capital Management, LLC | 37,552 | $23.3M | 0.25% | −142−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 37,122 | $23.1M | 0.61% | +3,503+10.4% | Added |
| Louisiana State Employees Retirement System | 37,000 | $23.0M | 0.42% | −1,000−2.6% | Reduced |
| Prudential PLC | 36,487 | $22.7M | 0.11% | −120−0.3% | Reduced |
| Ci Investments Inc. | 36,219 | $22.5M | 0.09% | −31,667−46.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,076 | $22.4M | 0.02% | +1,720+5.0% | Added |
| QRG Capital Management, Inc. | 36,021 | $22.4M | 0.24% | +1,604+4.7% | Added |
| Teachers Retirement System of the State of Kentucky | 35,953 | $22.3M | 0.19% | −1,346−3.6% | Reduced |
| Harvest Portfolios Group Inc. | 35,902 | $22.3M | 0.74% | +1,853+5.4% | Added |
| Boston Common Asset Management, LLC | 35,705 | $22.2M | 0.58% | −7,805−17.9% | Reduced |
| State of Alaska, Department of Revenue | 35,704 | $22.2M | 0.24% | −1,740−4.6% | Reduced |
| 1832 Asset Management L.P. | 35,606 | $22.1M | 0.04% | +442+1.3% | Added |
| Rockland Trust Co | 35,282 | $21.9M | 1.08% | +539+1.6% | Added |
| RMB Capital Management, LLC | 35,189 | $21.9M | 0.50% | −268−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 38,146 | $21.6M | 0.15% | +1,312+3.6% | Added |
| Tairen Capital Ltd | 35,000 | $21.4M | 0.76% | +29,000+483.3% | Added |
| F/M Investments LLC | 34,395 | $21.4M | 0.73% | −135−0.4% | Reduced |
| Talbot Financial, LLC | 33,431 | $20.8M | 2.53% | +78+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 33,107 | $20.6M | 0.03% | +2,263+7.3% | Added |
| HRT Financial LP | 33,018 | $20.5M | 0.10% | +33,018 | New |
| Brinker Capital Investments, LLC | 32,531 | $20.2M | 0.20% | −1,795−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 32,531 | $20.2M | 0.20% | −1,795−5.2% | Reduced |
| Global X Japan Co., Ltd. | 32,196 | $20.0M | 2.56% | +5,457+20.4% | Added |
| Cim, LLC | 32,032 | $19.9M | 2.87% | −20.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,110 | $19.8M | 0.18% | +4,392+15.8% | Added |
| Bridges Investment Management Inc | 31,827 | $19.8M | 0.28% | −160−0.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 31,767 | $19.7M | 0.44% | +3,558+12.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 31,667 | $19.7M | 0.63% | −1,568−4.7% | Reduced |
| MML Investors Services, LLC | 31,659 | $19.7M | 0.07% | −2,057−6.1% | Reduced |
| Janney Montgomery Scott LLC | 31,405 | $19.5M | 0.05% | +242+0.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 30,867 | $19.2M | 1.53% | +238+0.8% | Added |
| Segment Wealth Management, LLC | 30,783 | $19.1M | 1.31% | +135+0.4% | Added |
| Lyell Wealth Management, LP | 30,733 | $19.1M | 1.74% | +48+0.2% | Added |
| Advisor Group Holdings, Inc. | 29,972 | $18.6M | 0.04% | −1,646−5.2% | Reduced |
| Raub Brock Capital Management LP | 29,972 | $18.6M | 3.78% | −915−3.0% | Reduced |
| Los Angeles Capital Management LLC | 29,640 | $18.4M | 0.07% | −9,653−24.6% | Reduced |
| Congress Wealth Management LLC | 29,623 | $18.4M | 0.25% | +659+2.3% | Added |
| JustInvest LLC | 29,557 | $18.4M | 0.30% | +5,663+23.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,307 | $18.2M | 0.04% | +1,779+6.5% | Added |
| iA Global Asset Management Inc. | 29,256 | $18.2M | 0.32% | +1,175+4.2% | Added |
| Westpac Banking Corp | 29,249 | $18.2M | 1.22% | +14,333+96.1% | Added |
| Abner Herrman & Brock LLC | 29,242 | $18.2M | 2.19% | +112+0.4% | Added |
| Hamilton Capital Partners Inc. | 28,750 | $17.9M | 1.55% | +5,186+22.0% | Added |
| Point72 (DIFC) Ltd | 28,727 | $17.8M | 1.38% | +28,727 | New |
| Crossmark Global Holdings, Inc. | 28,637 | $17.8M | 0.32% | −1,823−6.0% | Reduced |
| Montag & Caldwell, LLC | 28,622 | $17.8M | 3.61% | −1,244−4.2% | Reduced |
| Copeland Capital Management, LLC | 28,577 | $17.7M | 0.31% | −1,158−3.9% | Reduced |
| LTS One Management LP | 28,500 | $17.7M | 5.12% | +6,000+26.7% | Added |
| NEOS Investment Management LLC | 28,381 | $17.6M | 0.53% | +5,054+21.7% | Added |
| Atria Investments LLC | 28,213 | $17.5M | 0.22% | +821+3.0% | Added |
| GWM Advisors LLC | 28,114 | $17.5M | 0.11% | +6,135+27.9% | Added |
| Forte Capital LLC | 28,099 | $17.4M | 1.97% | −387−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,768 | $17.2M | 0.06% | +480+1.8% | Added |
| Aptus Capital Advisors, LLC | 27,276 | $16.9M | 0.26% | +4,389+19.2% | Added |
| Lido Advisors, LLC | 26,970 | $16.7M | 0.13% | −2,237−7.7% | Reduced |
| Earnest Partners LLC | 26,615 | $16.5M | 0.07% | −56−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 26,557 | $16.5M | 0.35% | +850+3.3% | Added |
| Axiom Advisory, LLC | 25,783 | $16.5M | 0.15% | −28,506−52.5% | Reduced |
| Gradient Investments LLC | 26,221 | $16.3M | 0.34% | +2,756+11.7% | Added |
| Bryn Mawr Trust Co | 25,869 | $16.1M | 0.29% | +1,721+7.1% | Added |
| LGT Group Foundation | 26,377 | $16.0M | 0.26% | −16,675−38.7% | Reduced |
| Steel Peak Wealth Management LLC | 25,762 | $16.0M | 0.71% | +3,286+14.6% | Added |
| Commerce Bank | 25,639 | $15.9M | 0.10% | −543−2.1% | Reduced |