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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 4,576 | $2.84M | 0.47% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,551 | $2.83M | 0.05% | +1,131+33.1% | Added |
| China Universal Asset Management Co., Ltd. | 4,551 | $2.83M | 0.31% | +2,435+115.1% | Added |
| Roundview Capital LLC | 4,541 | $2.82M | 0.20% | +133+3.0% | Added |
| Spire Wealth Management | 4,538 | $2.82M | 0.10% | +656+16.9% | Added |
| Guardian Capital LP | 4,470 | $2.78M | 0.10% | +300+7.2% | Added |
| Ted Buchan & Co | 4,456 | $2.77M | 1.31% | −6,166−58.0% | Reduced |
| Harfst & Associates, Inc. | 4,441 | $2.76M | 0.62% | −46−1.0% | Reduced |
| BNP Paribas | 4,477 | $2.75M | 0.11% | +63+1.4% | Added |
| Welch & Forbes LLC | 4,408 | $2.74M | 0.03% | −145−3.2% | Reduced |
| MV Capital Management, Inc. | 4,388 | $2.72M | 0.29% | −16−0.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,363 | $2.71M | 0.90% | +4+0.1% | Added |
| Petredis Investment Advisors LLC | 4,343 | $2.70M | 0.29% | +9+0.2% | Added |
| Checchi Capital Advisers, LLC | 4,341 | $2.70M | 0.20% | +198+4.8% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.70M | 0.44% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,336 | $2.69M | 0.57% | −76−1.7% | Reduced |
| FORA Capital, LLC | 4,323 | $2.68M | 0.32% | +4,323 | New |
| Old National Bancorp | 4,320 | $2.68M | 0.06% | −59−1.3% | Reduced |
| Scott & Selber, Inc. | 4,317 | $2.68M | 0.83% | −19−0.4% | Reduced |
| Cloverfields Capital Group, LP | 4,312 | $2.68M | 0.87% | −362−7.7% | Reduced |
| BDF-Gestion | 10,949 | $2.65M | 0.43% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,258 | $2.64M | 0.33% | −1,266−22.9% | Reduced |
| Covenant Asset Management, LLC | 4,249 | $2.64M | 0.59% | +36+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 4,220 | $2.62M | 0.21% | +759+21.9% | Added |
| ClariVest Asset Management LLC | 3,986 | $2.62M | 0.27% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 4,317 | $2.62M | 0.26% | −385−8.2% | Reduced |
| WBI Investments | 4,201 | $2.61M | 0.63% | −708−14.4% | Reduced |
| Essex Investment Management Co LLC | 4,189 | $2.60M | 0.45% | −853−16.9% | Reduced |
| Freedom Day Solutions, LLC | 4,186 | $2.60M | 0.81% | +17+0.4% | Added |
| William Allan, LLC | 4,177 | $2.59M | 1.61% | −66−1.6% | Reduced |
| Summit Trail Advisors, LLC | 4,175 | $2.59M | 0.06% | +162+4.0% | Added |
| Twin Tree Management, LP | 4,151 | $2.58M | 0.06% | −29,094−87.5% | Reduced |
| Darwin Advisors, LLC | 4,143 | $2.57M | 0.71% | +4,143 | New |
| HighPoint Advisor Group LLC | 4,092 | $2.54M | 0.15% | −114−2.7% | Reduced |
| Ritholtz Wealth Management | 4,095 | $2.54M | 0.08% | +174+4.4% | Added |
| Nicholas Investment Partners, LP | 4,063 | $2.52M | 0.23% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 4,063 | $2.52M | 0.37% | +116+2.9% | Added |
| Dakota Wealth Management | 4,057 | $2.52M | 0.06% | +213+5.5% | Added |
| STF Management LP | 4,039 | $2.51M | 1.14% | −460−10.2% | Reduced |
| Archford Capital Strategies, LLC | 4,055 | $2.50M | 0.38% | +11+0.3% | Added |
| Spears Abacus Advisors LLC | 4,007 | $2.49M | 0.05% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.48M | 0.54% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 4,000 | $2.48M | 0.14% | +4,000 | New |
| Scientech Research LLC | 3,992 | $2.48M | 0.49% | +3,992 | New |
| Dynasty Wealth Management, LLC | 3,988 | $2.48M | 0.07% | −143−3.5% | Reduced |
| Avestar Capital, LLC | 3,953 | $2.46M | 0.27% | −276−6.5% | Reduced |
| Banco Santander, S.A. | 3,940 | $2.45M | 0.03% | −5,286−57.3% | Reduced |
| Miracle Mile Advisors, LLC | 3,928 | $2.44M | 0.06% | +281+7.7% | Added |
| IFP Advisors, Inc | 3,926 | $2.44M | 0.09% | +287+7.9% | Added |
| Walleye Capital LLC | 3,908 | $2.43M | 0.03% | −14,083−78.3% | Reduced |
| Ninety One SA (PTY) Ltd | 3,906 | $2.42M | 0.53% | −632−13.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,895 | $2.42M | 0.05% | +3,732+2,289.6% | Added |
| Kornitzer Capital Management Inc | 3,890 | $2.42M | 0.04% | −651−14.3% | Reduced |
| Mirabella Financial Services LLP | 3,934 | $2.39M | 0.13% | +3,934 | New |
| GAMMA Investing LLC | 3,838 | $2.38M | 0.24% | +968+33.7% | Added |
| Inlet Private Wealth, LLC | 3,828 | $2.38M | 0.60% | 00.0% | Unchanged |
| PFG Advisors | 3,817 | $2.37M | 0.15% | −289−7.0% | Reduced |
| Venturi Wealth Management, LLC | 3,812 | $2.37M | 0.12% | +678+21.6% | Added |
| Asset Dedication, LLC | 3,806 | $2.36M | 0.16% | −1,115−22.7% | Reduced |
| Ballentine Partners, LLC | 3,805 | $2.36M | 0.04% | +810+27.0% | Added |
| Gotham Asset Management, LLC | 3,799 | $2.36M | 0.02% | −4,910−56.4% | Reduced |
| Pittenger & Anderson Inc | 3,741 | $2.32M | 0.09% | +625+20.1% | Added |
| Chicago Partners Investment Group LLC | 3,827 | $2.30M | 0.08% | −43−1.1% | Reduced |
| Unique Wealth, LLC | 3,693 | $2.29M | 0.52% | +587+18.9% | Added |
| Fairfield, Bush & Co. | 3,675 | $2.28M | 1.36% | −192−5.0% | Reduced |
| Conway Capital Management, Inc. | 3,670 | $2.28M | 1.11% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 3,661 | $2.27M | 0.90% | +3,240+769.6% | Added |
| Gsa Capital Partners LLP | 3,653 | $2.27M | 0.17% | +3,653 | New |
| NorthRock Partners, LLC | 3,651 | $2.27M | 0.07% | +571+18.5% | Added |
| Dohj, LLC | 3,732 | $2.27M | 0.53% | +44+1.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,649 | $2.27M | 0.24% | +579+18.9% | Added |
| Advent International Corp | 3,643 | $2.26M | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,639 | $2.26M | 0.17% | −161−4.2% | Reduced |
| Southern Capital Advisors, LLC | 3,624 | $2.25M | 1.27% | −17−0.5% | Reduced |
| Wedmont Private Capital | 3,729 | $2.25M | 0.13% | +51+1.4% | Added |
| SG Americas Securities, LLC | 3,616 | $2.25M | 0.01% | −47,031−92.9% | Reduced |
| Outfitter Financial LLC | 3,609 | $2.24M | 1.85% | −193−5.1% | Reduced |
| Ostrum Asset Management | 3,605 | $2.24M | 0.19% | −394−9.9% | Reduced |
| Berger Financial Group, Inc | 3,599 | $2.23M | 0.16% | −208−5.5% | Reduced |
| Diversify Advisory Services, LLC | 3,659 | $2.23M | 0.12% | −608−14.2% | Reduced |
| Qtron Investments LLC | 3,588 | $2.23M | 0.30% | +397+12.4% | Added |
| Willow Creek Wealth Management Inc. | 3,587 | $2.23M | 0.23% | −40−1.1% | Reduced |
| Summit Financial, LLC | 3,578 | $2.22M | 0.09% | +281+8.5% | Added |
| PKO Investment Management Joint-Stock Co | 3,500 | $2.17M | 0.27% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,491 | $2.17M | 0.08% | +1,141+48.6% | Added |
| WT Wealth Management | 3,533 | $2.17M | 0.69% | +281+8.6% | Added |
| Clean Yield Group | 3,469 | $2.15M | 0.68% | −98−2.7% | Reduced |
| Account Management LLC | 3,465 | $2.15M | 2.56% | −4,434−56.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,456 | $2.15M | 0.40% | +3,456 | New |
| Clearstead Advisors, LLC | 3,452 | $2.14M | 0.03% | +45+1.3% | Added |
| Summit Global Investments | 3,450 | $2.14M | 0.14% | +561+19.4% | Added |
| Stock Yards Bank & Trust Co | 3,426 | $2.13M | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,421 | $2.12M | 0.05% | −4−0.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,414 | $2.12M | 0.79% | +3,414 | New |
| Jacobi Capital Management LLC | 3,405 | $2.11M | 0.16% | +34+1.0% | Added |
| Oak Thistle LLC | 3,379 | $2.10M | 0.68% | +3,379 | New |
| Adviser Investments LLC | 3,362 | $2.09M | 0.03% | +481+16.7% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.07M | 0.40% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,327 | $2.07M | 0.55% | +208+6.7% | Added |
| Chesley Taft & Associates LLC | 3,320 | $2.06M | 0.10% | −3,705−52.7% | Reduced |