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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, Q1 2026

Institutional positions in Intuit Inc. as of Mar 31, 2026. 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
2,021
−211 vs. Q4 2025
Shares held
241.0M
+31.9M (+15.3%) vs. Q4 2025
Total value
$104.2B
−$34.1B (−24.6%) vs. Q4 2025
New holders
223
814 more added
Sold out
434
797 more reduced

38 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 2,021 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ1 2026: $104.2B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2025.

Institutions holding INTU in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Pin Oak Investment Advisors Inc1$00.00%−118−99.2%Reduced
Birchbrook, Inc.0$110.00%0Unchanged
Measured Wealth Private Client Group, LLC0$1900.00%0Unchanged
Bear Mountain Capital, Inc.1$4050.00%00.0%Unchanged
Stone House Investment Management, LLC1$4320.00%−2−66.7%Reduced
Estabrook Capital Management1$4320.00%+1New
Centiva Capital, LP1$4320.00%+1New
Nvest Wealth Strategies, Inc.1$4330.00%−23−95.8%Reduced
DHJJ Financial Advisors, Ltd.1$4330.00%00.0%Unchanged
3 Factor Indexing, LLC1$4330.00%+1New
McGuire Capital Advisors Inc1$4400.00%00.0%Unchanged
Trust Co2$8650.00%00.0%Unchanged
Byrne Asset Management LLC2$8650.00%00.0%Unchanged
Seneschal Advisors, LLC2$8650.00%00.0%Unchanged
Lloyd Advisory Services, LLC.2$8650.00%+2New
Global Wealth Strategies & Associates2$8650.00%+2New
Kingdom Financial Group LLC.2$8650.00%+2New
PEAK6 LLC2$9570.00%−2,818−99.9%Reduced
Palladiem, LLC3$1.05K0.00%−152−98.1%Reduced
Bravera Wealth3$1.30K0.00%−3−50.0%Reduced
Security National Bank3$1.30K0.00%00.0%Unchanged
Bullseye Investment Management, LLC3$1.30K0.00%00.0%Unchanged
Cheviot Value Management, LLC3$1.30K0.00%00.0%Unchanged
Davis Capital Management3$1.30K0.00%+1+50.0%Added
MBM Wealth Consultants, LLC3$1.30K0.00%+3New
1620 Investment Advisors, Inc.3$1.42K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc4$1.73K0.00%00.0%Unchanged
Align Financial, LLC4$1.73K0.00%−2,646−99.8%Reduced
PayPay Securities Corp5$1.94K0.07%−1−16.7%Reduced
Winthrop Capital Management, LLC4$2.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC5$2.16K0.00%00.0%Unchanged
Asset Planning,Inc5$2.16K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.5$2.16K0.00%+5New
POM Investment Strategies, LLC5$2.16K0.00%+5New
Purpose Unlimited Inc.5$2.16K0.00%+5New
Bank of Jackson Hole Trust6$2.59K0.00%−4−40.0%Reduced
Jackson, Grant Investment Advisers, Inc.6$2.59K0.00%00.0%Unchanged
Strategic Wealth Advisors LLC7$3.00K0.00%00.0%Unchanged
NVWM, LLC7$3.03K0.00%−103−93.6%Reduced
CBIZ Investment Advisory Services, LLC7$3.03K0.00%−60−89.6%Reduced
Mascoma Wealth Management LLC7$3.03K0.00%−5−41.7%Reduced
MPWM Advisory Solutions, LLC7$3.03K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$3.46K0.00%−7−46.7%Reduced
Bradley & Co. Private Wealth Management, LLC8$3.46K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$3.46K0.00%+6+300.0%Added
Synergy Investment Management, LLC8$3.46K0.00%+8New
Gilpin Wealth Management, LLC8$3.46K0.00%+2+33.3%Added
Operose Advisors LLC9$3.89K0.00%+9New
Princeton Global Asset Management LLC10$4.32K0.00%−13,295−99.9%Reduced
NorthAvenue LLC10$4.32K0.00%−1−9.1%Reduced
Barrett & Company, Inc.10$4.32K0.00%00.0%Unchanged
GoalVest Advisory LLC10$4.32K0.00%00.0%Unchanged
Missouri Trust & Investment Co10$4.32K0.00%00.0%Unchanged
Kentucky Trust Co10$4.32K0.00%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd10$4.32K0.00%00.0%Unchanged
American Capital Advisory, LLC10$4.32K0.00%+4+66.7%Added
Entrust Financial LLC10$4.32K0.00%+10New
Burk Holdings LLC11$4.76K0.00%+11New
BFSG, LLC11$4.76K0.00%00.0%Unchanged
Sittner & Nelson, LLC11$4.76K0.00%00.0%Unchanged
Raleigh Capital Management Inc.11$4.81K0.00%−64−85.3%Reduced
South Plains Financial, Inc.12$5.19K0.00%−93−88.6%Reduced
Imprint Wealth LLC12$5.19K0.02%−7−36.8%Reduced
TFC Financial Management12$5.19K0.00%−1−7.7%Reduced
Beaird Harris Wealth Management, LLC13$5.62K0.00%00.0%Unchanged
Longview Financial Advisors LLC13$5.62K0.00%00.0%Unchanged
Basepoint Wealth LLC13$5.65K0.00%00.0%Unchanged
PFS Partners, LLC13$5.72K0.00%00.0%Unchanged
Dunhill Financial, LLC13$5.83K0.00%−127−90.7%Reduced
Clal Insurance Enterprises Holdings Ltd13$6.00K0.00%00.0%Unchanged
Archer Investment Corp15$6.27K0.00%−350−95.9%Reduced
HFM Investment Advisors, LLC15$6.49K0.00%−7−31.8%Reduced
Hollencrest Capital Management15$6.49K0.00%00.0%Unchanged
Advocate Investing Services LLC15$6.49K0.01%00.0%Unchanged
Pacifica Partners Inc.15$6.49K0.00%00.0%Unchanged
Evermay Wealth Management LLC15$6.49K0.00%+13+650.0%Added
Portus Wealth Advisors, LLC15$6.49K0.01%+15New
Vision Financial Markets LLC17$7.02K0.01%00.0%Unchanged
Nemes Rush Group LLC16$7.04K0.00%−11−40.7%Reduced
USA Financial Portformulas Corp17$7.35K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$7.35K0.00%00.0%Unchanged
Maseco LLP17$7.36K0.00%+7+70.0%Added
Altshuler Shaham Ltd18$7.78K0.00%−4−18.2%Reduced
Adirondack Trust Co19$8.21K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC19$8.21K0.00%+3+18.8%Added
Cornerstone Financial Management LLC20$8.65K0.01%−8−28.6%Reduced
Bank of New Hampshire20$8.65K0.00%00.0%Unchanged
Wedbush Fund Advisers, LLC22$9.51K0.00%+22New
Atwood & Palmer Inc22$9.51K0.00%−45−67.2%Reduced
Trifecta Capital Advisors, LLC22$9.51K0.00%00.0%Unchanged
Manning & Napier Advisors LLC23$9.87K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.23$9.95K0.04%+23New
Kozak & Associates, Inc.27$10.0K0.00%00.0%Unchanged
J.Safra Asset Management Corp24$10.4K0.00%−11−31.4%Reduced
Signature Resources Capital Management, LLC24$10.4K0.00%+5+26.3%Added
IMA Wealth, Inc.24$10.4K0.00%+5+26.3%Added
WealthCollab, LLC24$10.4K0.00%+8+50.0%Added
First United Bank Trust25$10.8K0.00%−33−56.9%Reduced
N.E.W. Advisory Services LLC25$10.8K0.00%00.0%Unchanged
Evolution Wealth Management Inc.25$10.8K0.01%+20+400.0%Added