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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 2,366 | $1.01M | 0.13% | +625+35.9% | Added |
| Peak Asset Management, LLC | 2,351 | $1.02M | 0.18% | +6+0.3% | Added |
| Goelzer Investment Management, Inc. | 2,363 | $1.02M | 0.05% | +160+7.3% | Added |
| Lafayette Investments, Inc. | 2,366 | $1.02M | 0.21% | +1,668+239.0% | Added |
| Transcend Wealth Collective, LLC | 2,385 | $1.03M | 0.08% | +446+23.0% | Added |
| Crescent Sterling, Ltd. | 2,388 | $1.03M | 1.00% | +638+36.5% | Added |
| Churchill Financial Advisors, LLC | 2,396 | $1.04M | 0.22% | −504−17.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,400 | $1.04M | 0.01% | −3,129−56.6% | Reduced |
| Alpha Family Trust | 2,425 | $1.05M | 0.51% | +275+12.8% | Added |
| Boston Family Office LLC | 2,431 | $1.05M | 0.07% | +256+11.8% | Added |
| Groupama Asset Managment | 2,431 | $1.05M | 0.02% | −1,115−31.4% | Reduced |
| Roberts Glore & Co Inc | 2,455 | $1.06M | 0.29% | +20+0.8% | Added |
| Barr E S & Co | 2,458 | $1.06M | 0.06% | +850+52.9% | Added |
| Group One Trading, L.P. | 2,462 | $1.06M | 0.04% | +1,631+196.3% | Added |
| Legal Advantage Investments, Inc. | 2,500 | $1.08M | 0.56% | −2,265−47.5% | Reduced |
| Capital Investment Advisors, LLC | 2,508 | $1.08M | 0.02% | +614+32.4% | Added |
| Lord, Abbett & Co. LLC | 2,511 | $1.09M | 0.00% | −674−21.2% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,521 | $1.09M | 0.81% | +2,521 | New |
| GLOBALT Investments LLC | 2,529 | $1.09M | 0.04% | +36+1.4% | Added |
| NorthRock Partners, LLC | 2,531 | $1.09M | 0.02% | +1,803+247.7% | Added |
| HBK Sorce Advisory LLC | 2,762 | $1.09M | 0.02% | +82+3.1% | Added |
| First Citizens Bank & Trust Co | 2,545 | $1.10M | 0.02% | −94−3.6% | Reduced |
| Choate Investment Advisors | 2,562 | $1.11M | 0.02% | +57+2.3% | Added |
| Harbour Investments, Inc. | 2,563 | $1.11M | 0.02% | +465+22.2% | Added |
| Saturna Capital CORP | 2,568 | $1.11M | 0.02% | −5,647−68.7% | Reduced |
| Darwin Advisors, LLC | 2,574 | $1.11M | 0.35% | +749+41.0% | Added |
| Family Legacy, Inc. | 2,584 | $1.12M | 0.34% | −4−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,586 | $1.12M | 0.04% | −310−10.7% | Reduced |
| Net Worth Advisory Group | 2,590 | $1.12M | 0.23% | −453−14.9% | Reduced |
| XTX Topco Ltd | 2,600 | $1.12M | 0.02% | −57−2.1% | Reduced |
| Gemmer Asset Management LLC | 2,604 | $1.13M | 0.09% | +84+3.3% | Added |
| Cigna Investments Inc | 2,608 | $1.13M | 0.18% | −42−1.6% | Reduced |
| Clean Yield Group | 2,609 | $1.13M | 0.32% | −687−20.8% | Reduced |
| PFG Advisors | 2,610 | $1.13M | 0.05% | −828−24.1% | Reduced |
| Everhart Financial Group, Inc. | 2,616 | $1.13M | 0.10% | −1,644−38.6% | Reduced |
| Citizens & Northern Corp | 2,621 | $1.13M | 0.28% | +620+31.0% | Added |
| Correct Capital Wealth Management | 2,623 | $1.13M | 0.21% | +1,472+127.9% | Added |
| Silicon Valley Capital Partners | 2,629 | $1.14M | 0.11% | +6+0.2% | Added |
| Scissortail Wealth Management, LLC | 2,640 | $1.14M | 0.23% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,657 | $1.15M | 0.02% | −586−18.1% | Reduced |
| LGT Capital Partners Ltd. | 2,660 | $1.15M | 0.06% | −95,419−97.3% | Reduced |
| Tribridge Partners Financial LLC | 2,749 | $1.16M | 0.48% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,688 | $1.16M | 0.09% | −68−2.5% | Reduced |
| Banque Pictet & Cie SA | 2,715 | $1.17M | 0.01% | −1,286−32.1% | Reduced |
| Credit Industriel Et Commercial | 2,716 | $1.17M | 0.19% | +2,391+735.7% | Added |
| Eads & Heald Wealth Management | 2,718 | $1.18M | 0.59% | −124−4.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,729 | $1.18M | 0.01% | +122+4.7% | Added |
| Conway Capital Management, Inc. | 2,730 | $1.18M | 0.55% | −65−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.18M | 0.11% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,768 | $1.20M | 0.37% | −233−7.8% | Reduced |
| Anchor Investment Management, LLC | 2,769 | $1.20M | 0.10% | +136+5.2% | Added |
| Journey Strategic Wealth LLC | 2,784 | $1.20M | 0.03% | +1,063+61.8% | Added |
| Nicholson Wealth Management Group, LLC | 2,784 | $1.20M | 0.70% | +355+14.6% | Added |
| SRS Capital Advisors, Inc. | 2,787 | $1.20M | 0.03% | −580−17.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,850 | $1.22M | 0.05% | −900−24.0% | Reduced |
| Frec Markets, Inc. | 2,831 | $1.22M | 0.21% | +723+34.3% | Added |
| Precedent Wealth Partners, LLC | 2,862 | $1.24M | 0.25% | +505+21.4% | Added |
| Norden Group LLC | 2,872 | $1.24M | 0.12% | −827−22.4% | Reduced |
| Abacus Planning Group, Inc. | 2,876 | $1.24M | 0.17% | −102−3.4% | Reduced |
| Sunstone Asset Management, L.P. | 2,880 | $1.25M | 1.47% | +2,880 | New |
| Naviter Wealth, LLC | 2,890 | $1.25M | 0.16% | −111−3.7% | Reduced |
| Pinnacle Associates Ltd | 2,892 | $1.25M | 0.02% | −122−4.0% | Reduced |
| Aaron Wealth Advisors | 2,894 | $1.25M | 0.07% | −1,357−31.9% | Reduced |
| Monte Financial Group, LLC | 2,899 | $1.25M | 0.45% | +2,899 | New |
| Western Wealth Management, LLC | 2,901 | $1.25M | 0.05% | +2,428+513.3% | Added |
| Evoke Wealth, LLC | 2,902 | $1.26M | 0.02% | −3,076−51.5% | Reduced |
| Old National Bancorp | 2,904 | $1.26M | 0.02% | −485−14.3% | Reduced |
| Qtron Investments LLC | 2,905 | $1.26M | 0.17% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,918 | $1.26M | 0.01% | +567+24.1% | Added |
| Prime Capital Investment Advisors, LLC | 2,955 | $1.28M | 0.01% | −4,789−61.8% | Reduced |
| 111 Capital | 2,969 | $1.28M | 0.32% | +1,799+153.8% | Added |
| FSM Wealth Advisors, LLC | 2,974 | $1.29M | 0.17% | +125+4.4% | Added |
| Scratch Capital LLC | 2,982 | $1.29M | 0.74% | −143−4.6% | Reduced |
| Outfitter Financial LLC | 2,982 | $1.29M | 1.00% | −33−1.1% | Reduced |
| Cumberland Partners Ltd | 3,000 | $1.30M | 0.10% | −2,550−45.9% | Reduced |
| Ally Financial Inc. | 3,000 | $1.30M | 0.16% | +3,000 | New |
| HighVista Strategies LLC | 3,003 | $1.30M | 0.36% | +1,190+65.6% | Added |
| L & S Advisors Inc | 3,013 | $1.30M | 0.16% | −2,683−47.1% | Reduced |
| Strive Financial Group ,LLC | 3,053 | $1.32M | 0.70% | −203−6.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,073 | $1.33M | 0.04% | −22−0.7% | Reduced |
| Stance Capital LLC | 3,074 | $1.33M | 0.64% | +1,006+48.6% | Added |
| RDA Financial Network | 3,077 | $1.33M | 0.33% | +3,077 | New |
| Mather Group, LLC. | 3,094 | $1.34M | 0.01% | −2,462−44.3% | Reduced |
| Ofi Invest Asset Management | 3,323 | $1.34M | 0.02% | +1,812+119.9% | Added |
| Personal Cfo Solutions, LLC | 3,105 | $1.34M | 0.19% | +422+15.7% | Added |
| Trust Asset Management LLC | 3,108 | $1.34M | 0.10% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,127 | $1.35M | 0.17% | +65+2.1% | Added |
| Mission Creek Capital Partners, Inc. | 3,127 | $1.35M | 0.27% | −4,039−56.4% | Reduced |
| Perpetual Ltd | 3,152 | $1.36M | 0.02% | −348−9.9% | Reduced |
| Wedmont Private Capital | 3,515 | $1.37M | 0.04% | −940−21.1% | Reduced |
| Boston Trust Walden Corp | 3,179 | $1.37M | 0.01% | −130−3.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,194 | $1.38M | 0.56% | +24+0.8% | Added |
| Premier Path Wealth Partners, LLC | 3,199 | $1.38M | 0.18% | +821+34.5% | Added |
| Krilogy Financial LLC | 3,579 | $1.39M | 0.04% | −65−1.8% | Reduced |
| Ellis Investment Partners, LLC | 3,208 | $1.39M | 0.24% | −127−3.8% | Reduced |
| Icon Wealth Advisors, LLC | 3,517 | $1.39M | 0.09% | −675−16.1% | Reduced |
| RiverFront Investment Group, LLC | 3,219 | $1.39M | 0.02% | +2,685+502.8% | Added |
| Valmark Advisers, Inc. | 3,231 | $1.40M | 0.02% | −10−0.3% | Reduced |
| Venturi Wealth Management, LLC | 3,236 | $1.40M | 0.06% | −236−6.8% | Reduced |
| Frank, Rimerman Advisors LLC | 3,256 | $1.41M | 0.09% | −2,169−40.0% | Reduced |