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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PDS Planning, Inc | 1,730 | $748.0K | 0.05% | +22+1.3% | Added |
| Kingsview Wealth Management, LLC | 1,732 | $748.7K | 0.01% | +144+9.1% | Added |
| Malaga Cove Capital, LLC | 1,733 | $749.3K | 0.27% | +632+57.4% | Added |
| Argent Trust Co | 1,735 | $750.2K | 0.03% | −606−25.9% | Reduced |
| Cove Private Wealth, LLC | 1,740 | $752.3K | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,743 | $753.6K | 0.05% | +819+88.6% | Added |
| Account Management LLC | 1,745 | $754.5K | 0.83% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,746 | $754.9K | 0.01% | −2,773−61.4% | Reduced |
| TCG Advisory Services, LLC | 1,748 | $755.9K | 0.02% | +371+26.9% | Added |
| Legacy Capital Wealth Partners, LLC | 1,751 | $757.3K | 0.16% | +333+23.5% | Added |
| LifeGoal Wealth Advisors | 1,790 | $762.3K | 0.44% | +1,790 | New |
| CVFG LLC | 1,764 | $762.7K | 0.09% | −95−5.1% | Reduced |
| Balentine LLC | 1,764 | $762.7K | 0.03% | +1,103+166.9% | Added |
| Jump Financial, LLC | 1,765 | $763.2K | 0.01% | −1,393−44.1% | Reduced |
| Legato Capital Management LLC | 1,770 | $765.3K | 0.07% | −441−19.9% | Reduced |
| Rothschild Investment LLC | 1,770 | $765.5K | 0.04% | +1,152+186.4% | Added |
| Quent Capital, LLC | 1,772 | $766.1K | 0.05% | −491−21.7% | Reduced |
| Gladstone Institutional Advisory LLC | 1,777 | $768.3K | 0.03% | −651−26.8% | Reduced |
| Doliver Advisors, LP | 1,782 | $770.5K | 0.18% | +1,782 | New |
| Richard W. Paul & Associates, LLC | 1,789 | $773.5K | 0.26% | +117+7.0% | Added |
| BSW Wealth Partners | 1,811 | $782.8K | 0.10% | −114−5.9% | Reduced |
| PCM Encore, LLC | 1,823 | $788.2K | 0.16% | +48+2.7% | Added |
| Zhang Financial LLC | 1,833 | $792.5K | 0.03% | −121−6.2% | Reduced |
| Stableford Capital II LLC | 1,834 | $793.0K | 0.29% | +1,834 | New |
| ICW Investment Advisors LLC | 1,840 | $795.5K | 0.29% | +129+7.5% | Added |
| Greykasell Wealth Strategies, Inc. | 1,858 | $803.3K | 0.32% | −201−9.8% | Reduced |
| Quadcap Wealth Management, LLC | 1,870 | $808.6K | 0.09% | −20−1.1% | Reduced |
| Ramirez Asset Management, Inc. | 1,883 | $814.2K | 0.10% | +3+0.2% | Added |
| Ahara Advisors LLC | 1,884 | $814.6K | 0.68% | +1,884 | New |
| Supplemental Annuity Collective Trust of NJ | 1,888 | $816.3K | 0.23% | +988+109.8% | Added |
| Papamarkou Wellner Asset Management inc. | 1,889 | $816.8K | 0.50% | −636−25.2% | Reduced |
| Dara Capital US, Inc. | 1,892 | $818.1K | 0.78% | +55+3.0% | Added |
| Adelphi Trust Co | 1,898 | $820.7K | 0.67% | −413−17.9% | Reduced |
| RFG Advisory, LLC | 1,923 | $831.3K | 0.02% | +541+39.1% | Added |
| Worldquant Millennium Advisors LLC | 1,944 | $840.5K | 0.00% | +1,944 | New |
| Valeo Financial Advisors, LLC | 1,945 | $840.7K | 0.02% | −850−30.4% | Reduced |
| Unique Wealth, LLC | 1,949 | $842.7K | 0.12% | −2,083−51.7% | Reduced |
| Wealth Alliance | 1,949 | $842.8K | 0.08% | −392−16.7% | Reduced |
| ROI Financial Advisors, LLC | 1,949 | $842.9K | 0.50% | −205−9.5% | Reduced |
| BNP Paribas | 1,959 | $843.2K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 1,953 | $844.4K | 0.19% | +74+3.9% | Added |
| Hilltop Holdings Inc. | 1,955 | $845.3K | 0.08% | −3,716−65.5% | Reduced |
| GTS Securities LLC | 1,963 | $848.8K | 0.03% | −985−33.4% | Reduced |
| BAM Wealth Management, LLC | 1,970 | $851.8K | 0.64% | +118+6.4% | Added |
| Mutual Advisors, LLC | 1,973 | $852.9K | 0.02% | +126+6.8% | Added |
| Insigneo Advisory Services, LLC | 1,974 | $853.5K | 0.06% | −67−3.3% | Reduced |
| Riverwater Partners LLC | 2,000 | $864.8K | 0.29% | +1,421+245.4% | Added |
| Cito Capital Group, LLC | 2,000 | $865.0K | 0.27% | +200+11.1% | Added |
| RiverPark Advisors, LLC | 2,001 | $865.2K | 0.31% | +127+6.8% | Added |
| Inscription Capital, LLC | 2,007 | $867.9K | 0.09% | +333+19.9% | Added |
| Convergence Financial, LLC | 2,013 | $870.5K | 0.09% | +140+7.5% | Added |
| Money Concepts Capital Corp | 2,017 | $872.2K | 0.05% | +447+28.5% | Added |
| Summit Financial, LLC | 2,019 | $872.8K | 0.01% | −1,588−44.0% | Reduced |
| United Asset Strategies, Inc. | 2,021 | $873.9K | 0.07% | −15−0.7% | Reduced |
| Ridgewood Investments LLC | 2,022 | $874.3K | 0.36% | +2,022 | New |
| Mirador Capital Partners LP | 2,023 | $874.7K | 0.12% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,029 | $877.3K | 0.11% | +1,598+370.8% | Added |
| Duncker Streett & Co Inc | 2,032 | $878.6K | 0.17% | −315−13.4% | Reduced |
| Summit Global Investments | 2,045 | $884.0K | 0.05% | −130−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,050 | $886.9K | 0.03% | +619+43.3% | Added |
| Tiaa Trust, National Association | 2,071 | $895.5K | 0.05% | −33,885−94.2% | Reduced |
| Liberty Wealth Management LLC | 2,090 | $903.7K | 0.11% | +88+4.4% | Added |
| Sowell Financial Services LLC | 2,105 | $910.0K | 0.03% | +304+16.9% | Added |
| United Bank | 2,105 | $910.2K | 0.30% | +458+27.8% | Added |
| Quintet Private Bank (Europe) S.A. | 2,110 | $912.3K | 0.06% | −150−6.6% | Reduced |
| Evolve Private Wealth, LLC | 2,114 | $914.1K | 0.05% | +929+78.4% | Added |
| Arkadios Wealth Advisors | 2,131 | $921.2K | 0.02% | −238−10.0% | Reduced |
| Novare Capital Management LLC | 2,136 | $923.5K | 0.07% | −448−17.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,139 | $924.7K | 0.04% | +661+44.7% | Added |
| Intrust Bank NA | 2,150 | $929.6K | 0.08% | +132+6.5% | Added |
| Verde Capital Management | 2,152 | $930.9K | 0.20% | +314+17.1% | Added |
| Thoroughbred Financial Services, LLC | 2,157 | $932.0K | 0.06% | −92−4.1% | Reduced |
| Smith, Salley & Associates | 2,156 | $932.4K | 0.05% | −5−0.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,166 | $936.5K | 0.03% | −54−2.4% | Reduced |
| Pallas Capital Advisors LLC | 2,166 | $936.7K | 0.04% | +871+67.3% | Added |
| St. Louis Trust Co | 2,173 | $939.6K | 0.11% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,178 | $941.9K | 0.05% | −158−6.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,190 | $946.8K | 0.27% | +36+1.7% | Added |
| Level Four Advisory Services, LLC | 2,193 | $948.5K | 0.03% | +479+27.9% | Added |
| Davidson Capital Management Inc. | 2,198 | $950.4K | 0.17% | −2,964−57.4% | Reduced |
| Legacy Capital Group California, Inc. | 2,210 | $955.5K | 0.36% | +764+52.8% | Added |
| Ronald Blue Trust, Inc. | 2,212 | $956.4K | 0.01% | +689+45.2% | Added |
| Essex Investment Management Co LLC | 2,215 | $957.7K | 0.15% | −1,214−35.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,226 | $962.4K | 0.05% | −412−15.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,230 | $964.4K | 0.03% | +681+44.0% | Added |
| Atom Investors LP | 2,232 | $965.1K | 0.07% | +2,232 | New |
| Gryphon Financial Partners LLC | 2,233 | $965.5K | 0.10% | +878+64.8% | Added |
| Modera Wealth Management, LLC | 2,237 | $967.1K | 0.01% | −423−15.9% | Reduced |
| Permanens Capital L.P. | 2,251 | $973.3K | 0.13% | +1,337+146.3% | Added |
| We Are One Seven, LLC | 2,266 | $979.8K | 0.02% | +420+22.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,279 | $985.4K | 0.05% | −536−19.0% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 2,286 | $988.4K | 0.88% | +2,286 | New |
| McRae Capital Management Inc | 2,292 | $991.2K | 0.21% | +100+4.6% | Added |
| Cooper Financial Group | 2,293 | $991.4K | 0.10% | +288+14.4% | Added |
| Capital & Planning, LLC | 2,296 | $992.9K | 0.60% | +2,296 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,303 | $995.8K | 0.02% | +4+0.2% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,304 | $996.2K | 0.18% | −61−2.6% | Reduced |
| Brevan Howard Capital Management LP | 2,304 | $996.2K | 0.01% | +1,287+126.5% | Added |
| Intesa Sanpaolo S.p.A. | 2,322 | $1.00M | 0.06% | −2,150−48.1% | Reduced |
| Pacific Capital Partners Ltd | 2,332 | $1.01M | 0.99% | +2,332 | New |