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 |
|---|---|---|---|---|---|
| Campbell Capital Management Inc | 9,731 | $6.04M | 2.39% | −1,565−13.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,716 | $6.03M | 0.16% | −26,443−73.1% | Reduced |
| First Nebraska Trust Co | 9,698 | $6.02M | 0.59% | −70−0.7% | Reduced |
| Bouvel Investment Partners, LLC | 9,683 | $6.01M | 2.26% | +49+0.5% | Added |
| Altrafin AG | 9,663 | $6.00M | 2.16% | +2,305+31.3% | Added |
| Magnetar Financial LLC | 9,640 | $5.99M | 0.13% | +9,640 | New |
| Empirical Finance, LLC | 9,604 | $5.96M | 0.35% | +214+2.3% | Added |
| D.A. Davidson & Co. | 9,603 | $5.96M | 0.05% | +343+3.7% | Added |
| Wetherby Asset Management Inc | 9,586 | $5.95M | 0.27% | −94−1.0% | Reduced |
| Veriti Management LLC | 9,561 | $5.94M | 0.32% | +1,003+11.7% | Added |
| Prime Capital Investment Advisors, LLC | 9,530 | $5.92M | 0.08% | −295−3.0% | Reduced |
| AdvisorShares Investments LLC | 9,513 | $5.91M | 1.13% | −638−6.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,498 | $5.90M | 0.53% | −885−8.5% | Reduced |
| Dynamic Advisor Solutions LLC | 9,458 | $5.87M | 0.18% | −1,090−10.3% | Reduced |
| Wambolt & Associates, LLC | 9,682 | $5.87M | 1.60% | +307+3.3% | Added |
| Two Sigma Securities, LLC | 9,427 | $5.85M | 0.46% | +1,614+20.7% | Added |
| Uhlmann Price Securities, LLC | 9,813 | $5.85M | 4.65% | +9,813 | New |
| Conning Inc. | 9,359 | $5.81M | 0.19% | −67−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,335 | $5.80M | 0.38% | +3,480+59.4% | Added |
| Change Path, LLC | 9,319 | $5.79M | 0.20% | +1,947+26.4% | Added |
| Investment Management Corp of Ontario | 9,314 | $5.78M | 0.13% | +3,100+49.9% | Added |
| Duncker Streett & Co Inc | 9,312 | $5.78M | 1.06% | −1,139−10.9% | Reduced |
| RSM US Wealth Management LLC | 9,469 | $5.74M | 0.08% | −519−5.2% | Reduced |
| Ellsworth Advisors, LLC | 9,212 | $5.72M | 1.48% | −456−4.7% | Reduced |
| Snowden Capital Advisors LLC | 9,209 | $5.72M | 0.17% | −115−1.2% | Reduced |
| First Western Trust Bank | 9,158 | $5.69M | 0.26% | −1,102−10.7% | Reduced |
| Greenleaf Trust | 9,151 | $5.68M | 0.05% | +147+1.6% | Added |
| L & S Advisors Inc | 9,137 | $5.67M | 0.59% | −5,049−35.6% | Reduced |
| Boston Financial Mangement LLC | 8,994 | $5.59M | 0.17% | −193−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 8,977 | $5.58M | 0.08% | +305+3.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,859 | $5.50M | 0.13% | −52−0.6% | Reduced |
| Sumitomo Life Insurance Co | 8,836 | $5.49M | 0.11% | +137+1.6% | Added |
| Stansberry Asset Management, LLC | 8,793 | $5.46M | 0.68% | +562+6.8% | Added |
| TrimTabs Asset Management, LLC | 8,753 | $5.44M | 1.26% | +2,306+35.8% | Added |
| Harbour Capital Advisors, LLC | 8,738 | $5.43M | 1.25% | +20+0.2% | Added |
| Madison Asset Management, LLC | 8,713 | $5.41M | 0.06% | −351−3.9% | Reduced |
| LMCG Investments, LLC | 8,591 | $5.34M | 0.32% | −6,560−43.3% | Reduced |
| Everence Capital Management Inc | 8,550 | $5.31M | 0.33% | −950−10.0% | Reduced |
| Independent Advisor Alliance | 8,531 | $5.30M | 0.19% | +117+1.4% | Added |
| Denali Advisors LLC | 8,492 | $5.27M | 0.57% | +8,492 | New |
| Private Advisor Group, LLC | 8,417 | $5.23M | 0.03% | −70−0.8% | Reduced |
| Quest Investment Management LLC | 8,400 | $5.22M | 0.61% | +5,297+170.7% | Added |
| Parallax Volatility Advisers, L.P. | 8,367 | $5.20M | 0.13% | +8,367 | New |
| Sendero Wealth Management, LLC | 8,355 | $5.19M | 0.82% | +223+2.7% | Added |
| TD Private Client Wealth LLC | 8,314 | $5.16M | 0.15% | −663−7.4% | Reduced |
| APG Asset Management US Inc. | 8,515 | $5.16M | 0.03% | −78,961−90.3% | Reduced |
| FourThought Financial Partners, LLC | 8,293 | $5.15M | 0.61% | +35+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,277 | $5.14M | 0.36% | −753−8.3% | Reduced |
| Letson Investment Management, Inc. | 8,258 | $5.13M | 2.01% | +39+0.5% | Added |
| Siemens Fonds Invest GmbH | 11,227 | $5.12M | 0.41% | +368+3.4% | Added |
| Iyo Bank, Ltd. | 8,183 | $5.08M | 1.80% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 8,173 | $5.08M | 2.40% | +53+0.7% | Added |
| Watchman Group, Inc. | 8,109 | $5.04M | 1.31% | −56−0.7% | Reduced |
| AE Wealth Management LLC | 8,103 | $5.03M | 0.05% | −623−7.1% | Reduced |
| E Fund Management Co., Ltd. | 8,088 | $5.02M | 0.26% | +1,128+16.2% | Added |
| Transamerica Financial Advisors, Inc. | 8,083 | $5.02M | 0.49% | −572−6.6% | Reduced |
| Canal Capital Management, LLC | 7,994 | $4.96M | 0.79% | +5+0.1% | Added |
| Rench Wealth Management, Inc. | 7,993 | $4.96M | 1.70% | +594+8.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,960 | $4.94M | 3.13% | −140−1.7% | Reduced |
| Mirabaud Asset Management Ltd | 7,873 | $4.87M | 2.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,843 | $4.87M | 0.21% | +293+3.9% | Added |
| Vanderbilt University | 7,800 | $4.84M | 0.90% | −1,433−15.5% | Reduced |
| Massmutual Trust Co FSB | 7,794 | $4.84M | 0.14% | −2,724−25.9% | Reduced |
| First Foundation Advisors | 7,776 | $4.83M | 0.18% | +232+3.1% | Added |
| Papp L Roy & Associates | 7,765 | $4.82M | 0.58% | +25+0.3% | Added |
| Centiva Capital, LP | 7,737 | $4.80M | 0.22% | +4,436+134.4% | Added |
| Stony Point Capital LLC | 7,731 | $4.80M | 1.15% | +224+3.0% | Added |
| Silvercrest Asset Management Group LLC | 7,727 | $4.80M | 0.03% | −203−2.6% | Reduced |
| Coldstream Capital Management Inc | 7,584 | $4.78M | 0.10% | +1,097+16.9% | Added |
| Empower Advisory Group, LLC | 7,702 | $4.78M | 0.02% | −757−8.9% | Reduced |
| Parsons Capital Management Inc | 7,567 | $4.70M | 0.30% | −111−1.4% | Reduced |
| Legal Advantage Investments, Inc. | 7,553 | $4.69M | 2.58% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,495 | $4.65M | 0.05% | +231+3.2% | Added |
| Fiduciary Trust Co | 7,484 | $4.65M | 0.06% | −10−0.1% | Reduced |
| Jones Financial Companies LLLP | 7,444 | $4.61M | 0.00% | +3,198+75.3% | Added |
| Park Avenue Securities LLC | 7,400 | $4.60M | 0.05% | −3,857−34.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,380 | $4.58M | 0.33% | −369−4.8% | Reduced |
| Howard Capital Management Inc. | 7,380 | $4.58M | 0.08% | +7,380 | New |
| First Hawaiian Bank | 7,298 | $4.53M | 0.14% | +372+5.4% | Added |
| Resources Investment Advisors, LLC. | 7,262 | $4.51M | 0.05% | −288−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,228 | $4.49M | 0.32% | −311−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,213 | $4.48M | 0.27% | +7,213 | New |
| Evergreen Private Wealth LLC | 7,181 | $4.46M | 2.07% | +110+1.6% | Added |
| V-Square Quantitative Management LLC | 7,170 | $4.45M | 0.65% | +413+6.1% | Added |
| Cypress Capital Group | 7,141 | $4.43M | 0.50% | −242−3.3% | Reduced |
| CAPROCK Group, Inc. | 7,066 | $4.39M | 0.16% | +19+0.3% | Added |
| Redmond Asset Management, LLC | 7,064 | $4.39M | 1.38% | −293−4.0% | Reduced |
| City Holding Co | 6,990 | $4.34M | 0.60% | −941−11.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,936 | $4.31M | 0.59% | +388+5.9% | Added |
| Logan Capital Management Inc | 6,911 | $4.29M | 0.18% | −53−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,896 | $4.28M | 0.20% | +276+4.2% | Added |
| Principal Securities, Inc. | 6,888 | $4.28M | 0.10% | +606+9.6% | Added |
| Scholtz & Company, LLC | 6,883 | $4.27M | 2.02% | −30−0.4% | Reduced |
| Horizon Investments, LLC | 6,835 | $4.24M | 0.11% | +1,809+36.0% | Added |
| Silphium Asset Management Ltd | 6,775 | $4.21M | 1.51% | +1,555+29.8% | Added |
| Liberty One Investment Management, LLC | 6,729 | $4.18M | 0.43% | +315+4.9% | Added |
| Lecap Asset Management Ltd | 6,673 | $4.14M | 0.89% | +6,673 | New |
| Evoke Wealth, LLC | 6,637 | $4.12M | 0.11% | +6,637 | New |
| Cyndeo Wealth Partners, LLC | 6,618 | $4.11M | 0.29% | +1,188+21.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 6,610 | $4.10M | 0.08% | +190+3.0% | Added |