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 | 2,270 | $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 |
|---|---|---|---|---|---|
| Pitcairn Co | 15,151 | $9.41M | 0.56% | −2,005−11.7% | Reduced |
| CIBC World Markets Inc. | 15,108 | $9.38M | 0.02% | +960+6.8% | Added |
| Central Bank & Trust Co | 15,101 | $9.38M | 1.29% | −994−6.2% | Reduced |
| MUFG Securities EMEA plc | 14,999 | $9.31M | 0.38% | −25,000−62.5% | Reduced |
| TownSquare Capital, LLC | 15,000 | $9.31M | 0.11% | +1,595+11.9% | Added |
| Trexquant Investment LP | 14,957 | $9.29M | 0.12% | −6,435−30.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,909 | $9.26M | 0.24% | +202+1.4% | Added |
| CWA Asset Management Group, LLC | 14,869 | $9.23M | 0.49% | +14,869 | New |
| Thrivent Financial for Lutherans | 14,733 | $9.15M | 0.02% | +388+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,684 | $9.12M | 0.16% | +270+1.9% | Added |
| Norinchukin Bank, The | 14,612 | $9.07M | 0.21% | +2,250+18.2% | Added |
| Flputnam Investment Management Co | 14,980 | $9.01M | 0.16% | +725+5.1% | Added |
| Maplelane Capital, LLC | 14,500 | $9.00M | 1.05% | +14,500 | New |
| Cambridge Investment Research Advisors, Inc. | 14,499 | $9.00M | 0.03% | +2,115+17.1% | Added |
| Ferguson Wellman Capital Management, Inc | 14,457 | $8.98M | 0.17% | −434−2.9% | Reduced |
| Dnca Finance | 14,400 | $8.94M | 0.77% | −1,400−8.9% | Reduced |
| Toroso Investments, LLC | 14,355 | $8.91M | 0.10% | +4,620+47.5% | Added |
| Unio Capital LLC | 14,201 | $8.82M | 3.57% | −118−0.8% | Reduced |
| Elk River Wealth Management, LLC | 14,168 | $8.80M | 1.60% | +136+1.0% | Added |
| De Burlo Group Inc | 14,150 | $8.79M | 1.08% | −27,345−65.9% | Reduced |
| Cornerstone Advisors, LLC | 14,100 | $8.76M | 0.35% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 13,889 | $8.63M | 1.69% | +190+1.4% | Added |
| GTS Securities LLC | 13,741 | $8.53M | 0.17% | +8,592+166.9% | Added |
| Douglass Winthrop Advisors, LLC | 13,728 | $8.53M | 0.16% | −119−0.9% | Reduced |
| American Money Management, LLC | 13,685 | $8.50M | 1.70% | −286−2.0% | Reduced |
| New Mexico Educational Retirement Board | 13,678 | $8.49M | 0.29% | −400−2.8% | Reduced |
| Sequoia Financial Advisors, LLC | 13,529 | $8.40M | 0.09% | +1,121+9.0% | Added |
| Chartwell Investment Partners, LLC | 13,511 | $8.39M | 0.29% | −493−3.5% | Reduced |
| Citizens Financial Group Inc | 13,423 | $8.34M | 0.17% | +608+4.7% | Added |
| Parkwood LLC | 13,402 | $8.32M | 1.01% | −744−5.3% | Reduced |
| LMR Partners LLP | 13,393 | $8.32M | 0.18% | +13,393 | New |
| Texas Capital Bank Wealth Management Services Inc | 13,350 | $8.29M | 0.82% | +381+2.9% | Added |
| BTC Capital Management, Inc. | 13,341 | $8.28M | 0.74% | −461−3.3% | Reduced |
| Prana Capital Management, LP | 13,161 | $8.17M | 0.37% | +13,161 | New |
| Carmignac Gestion | 13,085 | $8.12M | 0.14% | −665−4.8% | Reduced |
| Natixis | 13,054 | $8.11M | 0.05% | −35,308−73.0% | Reduced |
| Jacobs & Co | 12,989 | $8.07M | 0.81% | +746+6.1% | Added |
| TD Waterhouse Canada Inc. | 13,299 | $8.07M | 0.07% | +98+0.7% | Added |
| Advisory Services Network, LLC | 12,208 | $8.02M | 0.17% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 12,877 | $8.00M | 0.48% | +3,198+33.0% | Added |
| Anderson Hoagland & Co | 13,040 | $7.96M | 0.81% | −11−0.1% | Reduced |
| Fulcrum Capital LLC | 12,806 | $7.95M | 1.73% | +72+0.6% | Added |
| MAI Capital Management | 12,757 | $7.92M | 0.08% | −776−5.7% | Reduced |
| Bright Rock Capital Management, LLC | 12,500 | $7.76M | 1.56% | −2,500−16.7% | Reduced |
| Sycomore Asset Management | 12,159 | $7.74M | 1.29% | −19,394−61.5% | Reduced |
| Eagle Capital Management, LLC | 12,463 | $7.74M | 3.22% | +40.0% | Added |
| Mission Wealth Management, LP | 12,282 | $7.63M | 0.19% | +3,238+35.8% | Added |
| Kingfisher Capital LLC | 12,177 | $7.56M | 1.73% | −607−4.7% | Reduced |
| Stephens Inc | 12,156 | $7.55M | 0.11% | +193+1.6% | Added |
| Virtu Financial LLC | 12,087 | $7.51M | 0.41% | +12,087 | New |
| Kinneret Advisory, LLC | 12,073 | $7.50M | 0.69% | −158−1.3% | Reduced |
| American National Bank | 12,068 | $7.49M | 0.88% | +232+2.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,901 | $7.40M | 0.14% | +6,473+119.3% | Added |
| Douglas Lane & Associates, LLC | 11,750 | $7.30M | 0.10% | +10,123+622.2% | Added |
| Vinva Investment Management Ltd | 11,741 | $7.27M | 0.32% | +328+2.9% | Added |
| Marietta Wealth Management, LLC | 11,694 | $7.26M | 1.06% | +362+3.2% | Added |
| 2Xideas AG | 11,688 | $7.26M | 0.98% | −5,553−32.2% | Reduced |
| Headlands Technologies LLC | 11,674 | $7.25M | 0.83% | +11,674 | New |
| Guinness Atkinson Asset Management Inc | 11,612 | $7.21M | 3.51% | +20+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,552 | $7.17M | 0.20% | −6,102−34.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 11,535 | $7.16M | 1.40% | −505−4.2% | Reduced |
| Axxcess Wealth Management, LLC | 11,486 | $7.13M | 0.18% | −576−4.8% | Reduced |
| Thematics Asset Management | 11,478 | $7.13M | 0.28% | −3,033−20.9% | Reduced |
| Stonebridge Capital Management Inc | 11,410 | $7.09M | 2.81% | 00.0% | Unchanged |
| Omers Administration Corp | 11,398 | $7.08M | 0.07% | +100+0.9% | Added |
| SpiderRock Advisors, LLC | 11,380 | $7.07M | 0.15% | +34+0.3% | Added |
| Ameritas Investment Partners, Inc. | 11,268 | $7.00M | 0.23% | +178+1.6% | Added |
| ExodusPoint Capital Management, LP | 11,210 | $6.96M | 0.07% | +11,210 | New |
| Simplex Trading, LLC | 11,078 | $6.88M | 0.23% | +10,177+1,129.5% | Added |
| L1 Capital International Pty Ltd | 11,308 | $6.86M | 2.19% | +1,429+14.5% | Added |
| Motley Fool Asset Management LLC | 11,280 | $6.84M | 0.40% | +419+3.9% | Added |
| Buck Wealth Strategies, LLC | 11,001 | $6.83M | 2.15% | −1,625−12.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 10,969 | $6.81M | 0.31% | −750−6.4% | Reduced |
| Carderock Capital Management Inc | 10,935 | $6.79M | 1.60% | −95−0.9% | Reduced |
| Raymond James Trust N.A. | 10,869 | $6.75M | 0.15% | −46−0.4% | Reduced |
| Apollon Wealth Management, LLC | 10,863 | $6.75M | 0.19% | +1,541+16.5% | Added |
| Howe & Rusling Inc | 10,857 | $6.74M | 0.58% | +808+8.0% | Added |
| Oppenheimer & Co Inc | 10,835 | $6.73M | 0.10% | −177−1.6% | Reduced |
| HM Payson & Co | 10,808 | $6.71M | 0.12% | −42−0.4% | Reduced |
| NewEdge Wealth, LLC | 10,770 | $6.69M | 0.12% | +1,313+13.9% | Added |
| Lindbrook Capital, LLC | 10,722 | $6.66M | 0.59% | −205−1.9% | Reduced |
| Two Point Capital Management, Inc. | 10,719 | $6.66M | 2.43% | +77+0.7% | Added |
| Strategic Wealth Partners, Ltd. | 10,676 | $6.63M | 0.64% | −84−0.8% | Reduced |
| Twin Capital Management Inc | 10,639 | $6.61M | 0.75% | +736+7.4% | Added |
| Verition Fund Management LLC | 10,628 | $6.60M | 0.04% | +3,297+45.0% | Added |
| Donaldson Capital Management, LLC | 10,610 | $6.59M | 0.25% | −1,211−10.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,585 | $6.57M | 0.35% | +3,258+44.5% | Added |
| Kestra Advisory Services, LLC | 10,552 | $6.55M | 0.04% | −161−1.5% | Reduced |
| Engineers Gate Manager LP | 10,419 | $6.47M | 0.13% | +7,938+320.0% | Added |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.58% | +160+1.6% | Added |
| Knollwood Investment Advisory, LLC | 10,200 | $6.33M | 0.68% | 00.0% | Unchanged |
| Trust Co of Virginia | 10,182 | $6.32M | 0.57% | −455−4.3% | Reduced |
| Phoenix Holdings Ltd. | 10,078 | $6.27M | 0.09% | −1,467−12.7% | Reduced |
| EP Wealth Advisors, LLC | 9,987 | $6.20M | 0.05% | +4,422+79.5% | Added |
| M. Kulyk & Associates, LLC | 9,937 | $6.17M | 1.24% | −59−0.6% | Reduced |
| Stonegate Investment Group, LLC | 9,916 | $6.16M | 0.16% | +279+2.9% | Added |
| Bey-Douglas LLC | 9,844 | $6.11M | 5.36% | −32−0.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,758 | $6.06M | 1.21% | +325+3.4% | Added |
| Plato Investment Management Ltd | 9,757 | $6.05M | 0.49% | +628+6.9% | Added |
| J. Safra Sarasin Holding AG | 9,747 | $6.05M | 0.11% | +556+6.0% | Added |