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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 3,261 | $1.41M | 0.78% | −138−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 3,262 | $1.41M | 0.04% | −5,740−63.8% | Reduced |
| Scharf Investments, LLC | 3,286 | $1.42M | 0.04% | −1,846−36.0% | Reduced |
| Demars Financial Group, LLC | 3,290 | $1.42M | 0.47% | +3,290 | New |
| Howard Capital Management Inc. | 3,302 | $1.43M | 0.02% | −4,474−57.5% | Reduced |
| Elmwood Wealth Management, Inc. | 3,322 | $1.44M | 0.40% | +846+34.2% | Added |
| Belpointe Asset Management LLC | 3,334 | $1.44M | 0.05% | +2,765+485.9% | Added |
| Harrington Investments, INC | 3,350 | $1.45M | 0.76% | −1,459−30.3% | Reduced |
| GM Advisory Group, Inc. | 3,368 | $1.46M | 0.06% | −15−0.4% | Reduced |
| AXS Investments LLC | 3,432 | $1.48M | 0.60% | −474−12.1% | Reduced |
| Empirical Asset Management, LLC | 3,462 | $1.50M | 0.40% | +3,123+921.2% | Added |
| Whittier Trust Co of Nevada Inc | 3,597 | $1.50M | 0.03% | +4+0.1% | Added |
| BKD Wealth Advisors, LLC | 3,489 | $1.51M | 0.03% | +45+1.3% | Added |
| Ascent Group, LLC | 3,500 | $1.51M | 0.05% | −537−13.3% | Reduced |
| Fred Alger Management, LLC | 3,530 | $1.53M | 0.01% | +3,530 | New |
| Spears Abacus Advisors LLC | 3,535 | $1.53M | 0.03% | −333−8.6% | Reduced |
| Altrafin AG | 3,559 | $1.54M | 0.53% | −441−11.0% | Reduced |
| Central Pacific Bank - Trust Division | 3,568 | $1.54M | 0.20% | −53−1.5% | Reduced |
| Citizens National Bank Trust Department | 3,576 | $1.55M | 0.26% | +1,223+52.0% | Added |
| DB Fitzpatrick & Co, Inc | 3,582 | $1.55M | 1.33% | +1,615+82.1% | Added |
| GAM Holding AG | 3,584 | $1.55M | 0.14% | −9,318−72.2% | Reduced |
| Cypress Advisory Group LLC | 3,587 | $1.55M | 1.18% | +3,587 | New |
| Savant Capital, LLC | 3,613 | $1.56M | 0.01% | −125−3.3% | Reduced |
| Ledyard National Bank | 3,625 | $1.57M | 0.14% | +267+8.0% | Added |
| Prelude Capital Management, LLC | 3,634 | $1.57M | 0.12% | +2,673+278.1% | Added |
| Elevated Capital Advisors, LLC | 3,692 | $1.60M | 0.40% | +2,789+308.9% | Added |
| Matrix Asset Advisors Inc | 3,693 | $1.60M | 0.15% | +3,243+720.7% | Added |
| LMR Partners LLP | 3,700 | $1.60M | 0.01% | −61,306−94.3% | Reduced |
| Keebeck Wealth Management, LLC | 3,708 | $1.60M | 0.18% | −852−18.7% | Reduced |
| Pensionmark Financial Group, LLC | 3,758 | $1.63M | 0.03% | −2,060−35.4% | Reduced |
| Ballentine Partners, LLC | 3,762 | $1.63M | 0.02% | −1,516−28.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,766 | $1.63M | 0.11% | +280+8.0% | Added |
| Fulton Bank, N.A. | 3,790 | $1.64M | 0.06% | +1,323+53.6% | Added |
| Howard Hughes Medical Institute | 3,794 | $1.64M | 0.39% | +3,734+6,223.3% | Added |
| Roundview Capital LLC | 3,814 | $1.65M | 0.10% | +394+11.5% | Added |
| Inlet Private Wealth, LLC | 3,820 | $1.65M | 0.42% | −22−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,826 | $1.65M | 0.08% | +235+6.5% | Added |
| Guardian Capital LP | 3,837 | $1.66M | 0.04% | −1,626−29.8% | Reduced |
| BCJ Capital Management, LLC | 3,840 | $1.66M | 0.09% | +1,313+52.0% | Added |
| Capital Asset Advisory Services LLC | 4,122 | $1.67M | 0.06% | −849−17.1% | Reduced |
| First Bank & Trust | 3,864 | $1.67M | 0.27% | −1,511−28.1% | Reduced |
| Kornitzer Capital Management Inc | 3,869 | $1.67M | 0.04% | −2,292−37.2% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,930 | $1.70M | 1.38% | +3,930 | New |
| William Allan, LLC | 3,960 | $1.71M | 1.01% | +3,960 | New |
| Gateway Investment Advisers LLC | 3,965 | $1.71M | 0.02% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 3,980 | $1.72M | 0.44% | −33−0.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.73M | 0.53% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $1.73M | 0.89% | +4,000 | New |
| Tilia Fiduciary Partners, Inc. | 4,036 | $1.75M | 0.96% | +512+14.5% | Added |
| Sagespring Wealth Partners, LLC | 4,065 | $1.76M | 0.03% | −98−2.4% | Reduced |
| Atomi Financial Group, Inc. | 4,081 | $1.76M | 0.05% | −611−13.0% | Reduced |
| IFP Advisors, Inc | 4,087 | $1.77M | 0.04% | +628+18.2% | Added |
| Optas, LLC | 4,108 | $1.78M | 0.27% | +1,954+90.7% | Added |
| Syon Capital LLC | 4,109 | $1.78M | 0.09% | −130−3.1% | Reduced |
| Kentucky Retirement Systems | 23,518 | $1.79M | 0.13% | +6,375+37.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,166 | $1.80M | 0.10% | +2,220+114.1% | Added |
| Petredis Investment Advisors LLC | 4,169 | $1.80M | 0.15% | −67−1.6% | Reduced |
| Grant Private Wealth Management Inc | 4,195 | $1.81M | 0.96% | +1,480+54.5% | Added |
| Cache Advisors, LLC | 4,214 | $1.82M | 0.21% | +197+4.9% | Added |
| Dutch Asset Corp | 4,240 | $1.83M | 1.23% | +4,240 | New |
| Avestar Capital, LLC | 4,241 | $1.83M | 0.13% | −182−4.1% | Reduced |
| Herold Advisors, Inc. | 4,247 | $1.84M | 0.40% | −10−0.2% | Reduced |
| Sanders Morris Harris LLC | 4,271 | $1.85M | 0.29% | +4,271 | New |
| Fiduciary Alliance LLC | 4,753 | $1.85M | 0.11% | +2,116+80.2% | Added |
| Private Capital Advisors, Inc. | 4,300 | $1.86M | 0.21% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,311 | $1.86M | 0.02% | −2,175−33.5% | Reduced |
| Smartleaf Asset Management LLC | 4,366 | $1.87M | 0.07% | −873−16.7% | Reduced |
| Ironwood Financial, llc | 4,336 | $1.87M | 0.33% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 4,337 | $1.88M | 0.33% | +576+15.3% | Added |
| Ostrum Asset Management | 4,338 | $1.88M | 0.11% | −1,933−30.8% | Reduced |
| Jacobi Capital Management LLC | 4,345 | $1.88M | 0.10% | +701+19.2% | Added |
| Perigon Wealth Management, LLC | 4,349 | $1.88M | 0.03% | −3,158−42.1% | Reduced |
| Edgestream Partners, L.P. | 4,352 | $1.88M | 0.06% | +3,418+366.0% | Added |
| Long Road Investment Counsel, LLC | 4,370 | $1.89M | 0.74% | +500+12.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,380 | $1.89M | 0.10% | −1,873−30.0% | Reduced |
| Ocean Capital Management, LLC | 4,380 | $1.89M | 0.39% | −57−1.3% | Reduced |
| Twin Capital Management Inc | 4,440 | $1.92M | 0.25% | −2,043−31.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,465 | $1.93M | 0.28% | −111−2.4% | Reduced |
| Stokes Capital Advisors, LLC | 4,466 | $1.93M | 0.43% | −2,109−32.1% | Reduced |
| Adviser Investments LLC | 4,468 | $1.93M | 0.02% | −637−12.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,494 | $1.94M | 0.15% | +1,173+35.3% | Added |
| TCW Group Inc | 4,506 | $1.95M | 0.01% | +217+5.1% | Added |
| AlphaCore Capital LLC | 4,511 | $1.95M | 0.05% | −81−1.8% | Reduced |
| Peloton Wealth Strategists | 4,546 | $1.97M | 0.80% | −950−17.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,583 | $1.98M | 0.24% | +117+2.6% | Added |
| RVW Wealth, LLC | 4,591 | $1.99M | 0.15% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,597 | $1.99M | 0.02% | −2,445−34.7% | Reduced |
| Chatham Capital Group, Inc. | 4,601 | $1.99M | 0.29% | −6−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,608 | $1.99M | 0.07% | +956+26.2% | Added |
| Boothbay Fund Management, LLC | 4,616 | $2.00M | 0.05% | +4,616 | New |
| Oak Harvest Investment Services | 4,646 | $2.01M | 0.21% | +10.0% | Added |
| Mission Wealth Management, LP | 4,656 | $2.01M | 0.04% | +235+5.3% | Added |
| Wealthedge Investment Advisors, LLC | 4,670 | $2.02M | 0.74% | +4,670 | New |
| Integrated Wealth Concepts LLC | 4,688 | $2.03M | 0.02% | +1,927+69.8% | Added |
| Sompo Asset Management Co., Ltd. | 4,712 | $2.04M | 0.37% | +2,372+101.4% | Added |
| Tejara Capital Ltd | 4,720 | $2.04M | 0.67% | +4,720 | New |
| Oarsman Capital, Inc. | 4,743 | $2.05M | 0.25% | +604+14.6% | Added |
| Welch & Forbes LLC | 4,765 | $2.06M | 0.03% | −75−1.5% | Reduced |
| Sofos Investments, Inc. | 4,809 | $2.08M | 0.37% | +490+11.3% | Added |
| Silvercrest Asset Management Group LLC | 4,820 | $2.08M | 0.02% | −7,631−61.3% | Reduced |