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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 6,579 | $4.09M | 0.75% | +6,223+1,748.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,570 | $4.08M | 0.28% | +94+1.5% | Added |
| Landscape Capital Management, L.L.C. | 6,553 | $4.07M | 0.41% | +6,553 | New |
| Monograph Wealth Advisors, LLC | 6,514 | $4.05M | 0.53% | 00.0% | Unchanged |
| Longbow Finance SA | 6,496 | $4.03M | 0.43% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 8,100 | $3.98M | 1.54% | +1,400+20.9% | Added |
| Central Trust Co | 6,394 | $3.97M | 0.09% | −1,985−23.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,384 | $3.96M | 0.92% | −41−0.6% | Reduced |
| Legacy Advisors, LLC | 6,333 | $3.93M | 0.43% | +242+4.0% | Added |
| ABN AMRO Bank N.V. | 6,357 | $3.91M | 0.05% | +5,297+499.7% | Added |
| Beacon Pointe Advisors, LLC | 6,288 | $3.91M | 0.05% | −740−10.5% | Reduced |
| Strategic Planning Group, LLC | 6,266 | $3.89M | 0.77% | +301+5.0% | Added |
| Alps Advisors Inc | 6,254 | $3.88M | 0.03% | +1,746+38.7% | Added |
| EFG Asset Management (North America) Corp. | 6,252 | $3.88M | 0.65% | +1,114+21.7% | Added |
| HB Wealth Management, LLC | 6,251 | $3.88M | 0.04% | +699+12.6% | Added |
| Stokes Capital Advisors, LLC | 6,172 | $3.83M | 0.98% | +728+13.4% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.82M | 0.42% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,101 | $3.79M | 0.14% | +264+4.5% | Added |
| Clark Capital Management Group, Inc. | 6,094 | $3.78M | 0.03% | +739+13.8% | Added |
| Bellwether Advisors, LLC | 6,055 | $3.76M | 0.72% | +6,055 | New |
| Meeder Advisory Services, Inc. | 6,051 | $3.76M | 0.24% | +213+3.6% | Added |
| Ocean Capital Management, LLC | 6,048 | $3.76M | 0.88% | +75+1.3% | Added |
| Groupama Asset Managment | 7,517 | $3.75M | 0.10% | +720+10.6% | Added |
| Eisler Capital (UK) Ltd. | 6,011 | $3.73M | 0.89% | +4,597+325.1% | Added |
| Settian Capital LP | 6,000 | $3.73M | 2.72% | 00.0% | Unchanged |
| AXS Investments LLC | 5,994 | $3.72M | 0.99% | −1,105−15.6% | Reduced |
| Eventide Asset Management, LLC | 5,971 | $3.71M | 0.06% | +2,393+66.9% | Added |
| Mitchell Capital Management Co | 5,941 | $3.69M | 0.64% | −437−6.9% | Reduced |
| Signaturefd, LLC | 5,940 | $3.69M | 0.07% | +139+2.4% | Added |
| Dividend Assets Capital, LLC | 5,936 | $3.69M | 0.70% | +214+3.7% | Added |
| Vident Advisory, LLC | 5,930 | $3.68M | 0.09% | +1,191+25.1% | Added |
| Ashton Thomas Private Wealth, LLC | 5,898 | $3.66M | 0.20% | +135+2.3% | Added |
| Summerhill Capital Management lnc. | 5,853 | $3.63M | 2.49% | +93+1.6% | Added |
| Cohen Investment Advisors LLC | 5,790 | $3.60M | 2.20% | −481−7.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,789 | $3.59M | 0.14% | +71+1.2% | Added |
| Gluskin Sheff & Assoc Inc | 5,772 | $3.58M | 0.42% | −359−5.9% | Reduced |
| Gamco Investors, Inc. Et Al | 5,770 | $3.58M | 0.04% | −248−4.1% | Reduced |
| Zions Bancorporation, N.A. | 5,761 | $3.58M | 0.26% | +170+3.0% | Added |
| Weil Company, Inc. | 5,749 | $3.57M | 1.17% | −236−3.9% | Reduced |
| S&CO Inc | 5,749 | $3.57M | 0.23% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,739 | $3.56M | 0.07% | +594+11.5% | Added |
| Baader Bank INC | 5,734 | $3.55M | 0.30% | −391−6.4% | Reduced |
| Roberts Wealth Advisors, LLC | 5,716 | $3.51M | 1.13% | +34+0.6% | Added |
| Chilton Investment Co LLC | 5,619 | $3.49M | 0.09% | −377−6.3% | Reduced |
| Equitable Trust Co | 5,618 | $3.49M | 0.22% | +166+3.0% | Added |
| Thoroughbred Financial Services, LLC | 5,602 | $3.48M | 0.22% | −96−1.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,584 | $3.47M | 0.21% | +2,551+84.1% | Added |
| RVW Wealth, LLC | 5,559 | $3.45M | 0.32% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,556 | $3.45M | 0.05% | −1,011−15.4% | Reduced |
| Hilltop Holdings Inc. | 5,535 | $3.44M | 0.22% | +3,024+120.4% | Added |
| Americana Partners, LLC | 5,506 | $3.42M | 0.23% | +376+7.3% | Added |
| Bayesian Capital Management, LP | 5,500 | $3.42M | 0.40% | +2,100+61.8% | Added |
| Martin Capital Advisors, LLP | 5,486 | $3.41M | 2.43% | −15−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,437 | $3.38M | 0.04% | −82−1.5% | Reduced |
| First Bank & Trust | 5,397 | $3.35M | 0.64% | −65−1.2% | Reduced |
| S.A. Mason LLC | 5,387 | $3.35M | 1.77% | +12+0.2% | Added |
| Vestcor Inc | 5,382 | $3.34M | 0.11% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,373 | $3.34M | 2.10% | −269−4.8% | Reduced |
| Farther Finance Advisors, LLC | 5,372 | $3.34M | 0.13% | −38−0.7% | Reduced |
| Diversified Trust Co | 5,363 | $3.33M | 0.08% | +858+19.0% | Added |
| First Personal Financial Services | 5,361 | $3.33M | 0.70% | +444+9.0% | Added |
| Frank, Rimerman Advisors LLC | 5,297 | $3.29M | 0.23% | −700−11.7% | Reduced |
| Whitford Management LLC | 5,254 | $3.26M | 1.85% | +20.0% | Added |
| Concurrent Investment Advisors, LLC | 5,245 | $3.26M | 0.10% | +333+6.8% | Added |
| Scharf Investments, LLC | 5,244 | $3.26M | 0.09% | +126+2.5% | Added |
| Kingswood Wealth Advisors, LLC | 5,240 | $3.25M | 0.23% | +61+1.2% | Added |
| Compass Wealth Management LLC | 5,228 | $3.25M | 0.76% | −35−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 5,340 | $3.24M | 0.34% | −960−15.2% | Reduced |
| Readystate Asset Management LP | 5,212 | $3.24M | 0.17% | +5,212 | New |
| Long Road Investment Counsel, LLC | 5,170 | $3.21M | 1.28% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5,144 | $3.19M | 0.92% | −44−0.8% | Reduced |
| Brasada Capital Management, LP | 5,250 | $3.19M | 0.56% | +251+5.0% | Added |
| Eagle Asset Management Inc | 4,649 | $3.18M | 0.02% | +799+20.8% | Added |
| Jennison Associates LLC | 5,108 | $3.17M | 0.00% | −7,483−59.4% | Reduced |
| Walleye Trading LLC | 5,106 | $3.17M | 0.08% | +5,106 | New |
| Decatur Capital Management, Inc. | 5,057 | $3.14M | 1.45% | +6+0.1% | Added |
| Chilton Capital Management LLC | 5,004 | $3.11M | 0.13% | −36,939−88.1% | Reduced |
| Viking Fund Management LLC | 5,000 | $3.10M | 0.50% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,999 | $3.10M | 0.02% | +276+5.8% | Added |
| Qsemble Capital Management, LP | 4,977 | $3.09M | 0.57% | +4,977 | New |
| Crestline Management, LP | 4,960 | $3.08M | 0.18% | +4,960 | New |
| Intech Investment Management LLC | 4,953 | $3.08M | 0.03% | −77−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 5,010 | $3.07M | 0.15% | +325+6.9% | Added |
| Herold Advisors, Inc. | 4,894 | $3.04M | 0.66% | −34−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,817 | $2.99M | 0.14% | +267+5.9% | Added |
| Legacy Trust | 4,816 | $2.99M | 0.69% | −45−0.9% | Reduced |
| Evergreen Capital Management LLC | 4,759 | $2.96M | 0.10% | +428+9.9% | Added |
| KP Management LLC | 4,750 | $2.95M | 1.04% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 4,735 | $2.94M | 1.62% | +4+0.1% | Added |
| Bleakley Financial Group, LLC | 4,713 | $2.93M | 0.09% | +156+3.4% | Added |
| Scotia Capital Inc. | 4,707 | $2.92M | 0.02% | −5,416−53.5% | Reduced |
| Boit C F David | 4,800 | $2.91M | 1.44% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,678 | $2.91M | 0.03% | −33−0.7% | Reduced |
| Cullinan Associates Inc | 4,710 | $2.88M | 0.16% | −1,900−28.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,643 | $2.88M | 0.65% | −108−2.3% | Reduced |
| Palisade Capital Management LLC | 4,642 | $2.88M | 0.08% | −74−1.6% | Reduced |
| Harrington Investments, INC | 4,637 | $2.88M | 1.57% | +322+7.5% | Added |
| Perigon Wealth Management, LLC | 4,631 | $2.88M | 0.08% | +1,342+40.8% | Added |
| Biltmore Family Office, LLC | 4,609 | $2.86M | 0.49% | +32+0.7% | Added |
| Blueshift Asset Management, LLC | 4,599 | $2.86M | 0.71% | +150+3.4% | Added |