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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 25,587 | $15.9M | 0.35% | −1,061−4.0% | Reduced |
| Trajan Wealth LLC | 25,514 | $15.8M | 0.93% | +2,787+12.3% | Added |
| Gabelli Funds LLC | 25,392 | $15.8M | 0.11% | −90.0% | Reduced |
| AMF Pensionsforsakring AB | 25,247 | $15.7M | 0.11% | 00.0% | Unchanged |
| Trust Co of Vermont | 25,134 | $15.6M | 0.78% | +920+3.8% | Added |
| Illinois Municipal Retirement Fund | 24,785 | $15.4M | 0.22% | −2,368−8.7% | Reduced |
| Middleton & Co Inc | 24,741 | $15.4M | 1.70% | +79+0.3% | Added |
| Overbrook Management Corp | 24,609 | $15.3M | 3.51% | −3,228−11.6% | Reduced |
| Profund Advisors LLC | 24,553 | $15.2M | 0.58% | −1,553−5.9% | Reduced |
| Ethic Inc. | 23,447 | $15.2M | 0.39% | −916−3.8% | Reduced |
| Zevenbergen Capital Investments LLC | 24,421 | $15.2M | 0.32% | +420+1.7% | Added |
| Appleton Partners Inc | 24,347 | $15.1M | 1.11% | −2,267−8.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 24,269 | $15.1M | 0.32% | +4,457+22.5% | Added |
| Railway Pension Investments Ltd | 24,100 | $15.0M | 0.18% | +14,000+138.6% | Added |
| Oregon Public Employees Retirement Fund | 23,881 | $14.8M | 0.28% | −162−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,876 | $14.8M | 0.55% | −357−1.5% | Reduced |
| Quantinno Capital Management LP | 23,817 | $14.8M | 0.19% | +2,855+13.6% | Added |
| HFR Wealth Management, LLC | 23,433 | $14.6M | 3.53% | +129+0.6% | Added |
| Parallel Advisors, LLC | 23,374 | $14.5M | 0.34% | +388+1.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 23,374 | $14.5M | 0.13% | −19,977−46.1% | Reduced |
| Sienna Gestion | 23,307 | $14.4M | 0.96% | +5,622+31.8% | Added |
| Aquatic Capital Management LLC | 23,160 | $14.4M | 0.38% | +16,800+264.2% | Added |
| Avantax Advisory Services, Inc. | 22,804 | $14.2M | 0.09% | +564+2.5% | Added |
| JGP Wealth Management, LLC | 22,743 | $14.1M | 1.82% | +267+1.2% | Added |
| Rockefeller Capital Management L.P. | 22,663 | $14.1M | 0.04% | −1,067−4.5% | Reduced |
| Nomura Holdings Inc | 22,630 | $14.1M | 0.11% | +18,967+517.8% | Added |
| Impax Asset Management Group plc | 22,248 | $13.8M | 0.05% | +4,759+27.2% | Added |
| Rakuten Investment Management, Inc. | 22,199 | $13.7M | 0.08% | +5,688+34.4% | Added |
| Gulf International Bank (UK) Ltd | 21,963 | $13.6M | 0.35% | −7,973−26.6% | Reduced |
| First Horizon Advisors, Inc. | 21,837 | $13.6M | 0.38% | +187+0.9% | Added |
| Point72 Asset Management, L.P. | 21,596 | $13.4M | 0.05% | +21,596 | New |
| Ieq Capital, LLC | 21,578 | $13.4M | 0.16% | +2,013+10.3% | Added |
| Manchester Global Management (UK) Ltd | 21,426 | $13.3M | 2.15% | −6,782−24.0% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 21,288 | $13.2M | 1.39% | +10,644+100.0% | Added |
| Northstar Asset Management Inc | 21,161 | $13.1M | 3.23% | −77−0.4% | Reduced |
| Bamco Inc | 21,007 | $13.0M | 0.03% | −3,419−14.0% | Reduced |
| Liberty Capital Management, Inc. | 20,977 | $13.0M | 2.88% | +162+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,675 | $12.8M | 0.32% | −19,167−48.1% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $12.8M | 0.45% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 20,585 | $12.8M | 0.02% | +7,544+57.8% | Added |
| YHB Investment Advisors, Inc. | 20,392 | $12.7M | 1.05% | −770−3.6% | Reduced |
| Compagnie Lombard Odier SCmA | 20,338 | $12.6M | 0.20% | +697+3.5% | Added |
| Meiji Yasuda Life Insurance Co | 20,188 | $12.5M | 0.23% | +418+2.1% | Added |
| Artemis Investment Management LLP | 20,086 | $12.5M | 0.19% | −59,144−74.6% | Reduced |
| Hantz Financial Services, Inc. | 20,071 | $12.5M | 0.22% | +902+4.7% | Added |
| Advisors Asset Management, Inc. | 20,034 | $12.4M | 0.23% | +648+3.3% | Added |
| Evexia Wealth LLC | 20,584 | $12.4M | 4.40% | +2,633+14.7% | Added |
| Banque Cantonale Vaudoise | 19,906 | $12.4M | 0.51% | +858+4.5% | Added |
| Shell Asset Management Co | 19,559 | $12.1M | 0.53% | +19,559 | New |
| Kentucky Retirement Systems | 19,475 | $12.1M | 0.36% | −1,623−7.7% | Reduced |
| Alley Investment Management Company, LLC | 19,382 | $12.0M | 1.52% | −40−0.2% | Reduced |
| Sanctuary Advisors, LLC | 18,754 | $12.0M | 0.08% | −623−3.2% | Reduced |
| Jasper Ridge Partners, L.P. | 19,145 | $11.9M | 0.34% | −18,075−48.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,102 | $11.9M | 0.02% | −52,800−73.4% | Reduced |
| Bessemer Group Inc | 19,052 | $11.8M | 0.02% | +283+1.5% | Added |
| Patten & Patten Inc | 19,032 | $11.8M | 0.78% | −352−1.8% | Reduced |
| Sara-Bay Financial | 18,874 | $11.7M | 4.92% | −547−2.8% | Reduced |
| Hancock Whitney Corp | 18,767 | $11.7M | 0.38% | +14,371+326.9% | Added |
| Schonfeld Strategic Advisors LLC | 18,621 | $11.6M | 0.09% | −37,537−66.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,537 | $11.5M | 0.16% | +355+2.0% | Added |
| Exchange Traded Concepts, LLC | 18,206 | $11.3M | 0.27% | −2,454−11.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,180 | $11.3M | 0.68% | −39−0.2% | Reduced |
| Mizuho Securities USA LLC | 18,127 | $11.3M | 0.24% | −3,460−16.0% | Reduced |
| Bailard, Inc. | 18,099 | $11.2M | 0.29% | +78+0.4% | Added |
| Peapack Gladstone Financial Corp | 17,826 | $11.1M | 0.16% | −35−0.2% | Reduced |
| Huntington National Bank | 17,813 | $11.1M | 0.08% | +165+0.9% | Added |
| Tiaa Trust, National Association | 17,784 | $11.0M | 0.03% | −562−3.1% | Reduced |
| Financial Counselors Inc | 17,637 | $11.0M | 0.16% | −14−0.1% | Reduced |
| Hartford Investment Management Co | 17,594 | $10.9M | 0.36% | −354−2.0% | Reduced |
| Hampton Road Capital Management LP | 17,500 | $10.9M | 1.86% | +17,500 | New |
| GAM Holding AG | 17,436 | $10.8M | 0.86% | +1,996+12.9% | Added |
| Moore Capital Management, LP | 17,410 | $10.8M | 0.31% | +2,479+16.6% | Added |
| Northwestern Mutual Wealth Management Co | 17,309 | $10.7M | 0.01% | −34−0.2% | Reduced |
| Allianz SE | 17,007 | $10.6M | 0.29% | +2,140+14.4% | Added |
| XXEC, Inc. | 17,006 | $10.6M | 7.98% | −137−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 16,978 | $10.5M | 0.48% | +50+0.3% | Added |
| Bokf, NA | 17,438 | $10.5M | 0.19% | −521−2.9% | Reduced |
| CWM, LLC | 16,910 | $10.5M | 0.05% | +227+1.4% | Added |
| Azimuth Capital Investment Management LLC | 16,859 | $10.5M | 0.41% | −10−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 16,651 | $10.3M | 0.21% | +419+2.6% | Added |
| Addenda Capital Inc. | 16,461 | $10.2M | 0.36% | +48+0.3% | Added |
| Barlow Wealth Partners, Inc. | 16,788 | $10.1M | 1.32% | +300+1.8% | Added |
| Arcadia Investment Management Corp | 16,205 | $10.1M | 1.65% | −1,562−8.8% | Reduced |
| Apriem Advisors | 16,138 | $10.0M | 1.17% | −321−2.0% | Reduced |
| Ithaka Group LLC | 16,072 | $9.98M | 1.89% | −546−3.3% | Reduced |
| Headinvest, LLC | 16,032 | $9.96M | 1.84% | −458−2.8% | Reduced |
| Davenport & Co LLC | 16,022 | $9.95M | 0.06% | −1,609−9.1% | Reduced |
| Sheets Smith Wealth Management | 15,972 | $9.92M | 1.21% | −25−0.2% | Reduced |
| Motco | 15,900 | $9.87M | 0.99% | −1,125−6.6% | Reduced |
| Maryland State Retirement & Pension System | 15,749 | $9.78M | 0.21% | −5,601−26.2% | Reduced |
| Glenmede Trust Co NA | 15,647 | $9.72M | 0.05% | +361+2.4% | Added |
| Oak Ridge Investments LLC | 15,549 | $9.66M | 0.84% | +1,019+7.0% | Added |
| Montag A & Associates Inc | 15,470 | $9.61M | 0.45% | −4,405−22.2% | Reduced |
| Securian Asset Management, Inc | 15,450 | $9.59M | 0.28% | −639−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 15,355 | $9.54M | 0.15% | −750−4.7% | Reduced |
| Metis Global Partners, LLC | 15,346 | $9.53M | 0.30% | +271+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 15,342 | $9.53M | 0.09% | +4,075+36.2% | Added |
| First Long Island Investors, LLC | 15,304 | $9.50M | 0.75% | −3,396−18.2% | Reduced |
| Amica Mutual Insurance Co | 15,222 | $9.45M | 0.92% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,179 | $9.42M | 0.05% | +6,260+70.2% | Added |