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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 4,859 | $2.09M | 0.08% | +2,565+111.8% | Added |
| Gluskin Sheff & Assoc Inc | 4,834 | $2.09M | 0.35% | −168−3.4% | Reduced |
| MV Capital Management, Inc. | 4,836 | $2.09M | 0.21% | +269+5.9% | Added |
| Financial Advisors Network, Inc. | 4,854 | $2.10M | 0.29% | +3,906+412.0% | Added |
| City Holding Co | 4,857 | $2.10M | 0.26% | +273+6.0% | Added |
| Baer Investment Advisory LLC | 4,844 | $2.11M | 2.99% | −2,457−33.7% | Reduced |
| K.J. Harrison & Partners Inc | 4,900 | $2.12M | 0.35% | +4,400+880.0% | Added |
| NewEdge Wealth, LLC | 4,975 | $2.15M | 0.03% | −2,527−33.7% | Reduced |
| Central Trust Co | 4,979 | $2.15M | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.16M | 0.22% | 00.0% | Unchanged |
| Cypress Capital Group | 5,000 | $2.16M | 0.24% | −1,300−20.6% | Reduced |
| Ritholtz Wealth Management | 5,062 | $2.19M | 0.04% | −1,699−25.1% | Reduced |
| Optiver Holding B.V. | 5,105 | $2.21M | 0.08% | +5,105 | New |
| S.A. Mason LLC | 5,117 | $2.21M | 0.83% | +7+0.1% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,136 | $2.22M | 0.01% | +5,136 | New |
| Concord Asset Management, LLC | 5,190 | $2.24M | 0.38% | +1,523+41.5% | Added |
| Concord Wealth Partners | 5,224 | $2.26M | 0.29% | +1,516+40.9% | Added |
| Wedbush Securities Inc | 5,242 | $2.27M | 0.07% | +1,266+31.8% | Added |
| Prospera Financial Services Inc | 5,251 | $2.27M | 0.04% | +669+14.6% | Added |
| Voleon Capital Management LP | 5,299 | $2.29M | 0.05% | −9,373−63.9% | Reduced |
| Alps Advisors Inc | 5,337 | $2.31M | 0.01% | −920−14.7% | Reduced |
| Keeler Thomas Management LLC | 5,339 | $2.31M | 0.98% | +5,339 | New |
| Parr McKnight Wealth Management Group, LLC | 5,352 | $2.31M | 0.30% | +1,271+31.1% | Added |
| Saber Capital Managment, LLC | 5,365 | $2.32M | 1.80% | +5,365 | New |
| Ashton Thomas Private Wealth, LLC | 5,365 | $2.32M | 0.05% | −183−3.3% | Reduced |
| Pacific Point Advisors, LLC | 5,396 | $2.33M | 1.23% | +297+5.8% | Added |
| Monograph Wealth Advisors, LLC | 5,414 | $2.34M | 0.22% | 00.0% | Unchanged |
| Guardian Partners Inc. | 5,429 | $2.35M | 0.20% | −16−0.3% | Reduced |
| Consolidated Planning Corp | 5,448 | $2.36M | 0.38% | +4,961+1,018.7% | Added |
| Two Point Capital Management, Inc. | 5,460 | $2.36M | 1.03% | −59−1.1% | Reduced |
| Resurgent Financial Advisors LLC | 5,466 | $2.36M | 0.86% | +5,466 | New |
| Clearstead Advisors, LLC | 5,574 | $2.41M | 0.02% | −867−13.5% | Reduced |
| Value Partners Investments Inc. | 5,625 | $2.43M | 0.19% | +1,662+41.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 5,664 | $2.45M | 0.25% | +173+3.2% | Added |
| Martin Capital Advisors, LLP | 5,750 | $2.49M | 1.57% | +5+0.1% | Added |
| Mirova US LLC | 5,763 | $2.49M | 0.03% | −12−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,770 | $2.49M | 0.15% | −224−3.7% | Reduced |
| Roberts Wealth Advisors, LLC | 5,798 | $2.51M | 0.64% | +274+5.0% | Added |
| Stansberry Asset Management, LLC | 5,822 | $2.52M | 0.26% | −5,589−49.0% | Reduced |
| Burling Wealth Partners, LLC | 5,906 | $2.55M | 0.41% | −3,159−34.8% | Reduced |
| La Banque Postale Asset Management SA | 5,911 | $2.56M | 0.03% | −52,812−89.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,957 | $2.58M | 0.06% | +2,664+80.9% | Added |
| Kestra Investment Management, LLC | 5,973 | $2.58M | 0.04% | +2,412+67.7% | Added |
| Univest Financial Corp | 5,975 | $2.58M | 0.15% | +2,707+82.8% | Added |
| Westbourne Investments, Inc. | 5,979 | $2.59M | 1.23% | +5,979 | New |
| Ted Buchan & Co | 5,984 | $2.59M | 0.94% | +244+4.3% | Added |
| EFG International AG | 6,008 | $2.60M | 0.06% | −7,323−54.9% | Reduced |
| Buckingham Strategic Partners | 6,047 | $2.61M | 0.03% | +2,295+61.2% | Added |
| Miracle Mile Advisors, LLC | 6,106 | $2.64M | 0.04% | −2,240−26.8% | Reduced |
| Tema ETFs LLC | 6,136 | $2.65M | 0.18% | −3,108−33.6% | Reduced |
| Triad Investment Management | 6,138 | $2.65M | 3.13% | +2,345+61.8% | Added |
| Meeder Advisory Services, Inc. | 6,139 | $2.65M | 0.11% | −782−11.3% | Reduced |
| Parsons Capital Management Inc | 6,218 | $2.69M | 0.12% | −183−2.9% | Reduced |
| Signaturefd, LLC | 6,231 | $2.69M | 0.04% | +113+1.8% | Added |
| Berkeley, Inc | 6,235 | $2.70M | 0.90% | +6,235 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,362 | $2.75M | 0.01% | +6,362 | New |
| Westview Management dba Westview Investment Advisors | 6,380 | $2.76M | 1.44% | +6,380 | New |
| Blue Sparrow, LLC | 6,400 | $2.77M | 0.05% | −14,200−68.9% | Reduced |
| TD Private Client Wealth LLC | 6,431 | $2.78M | 0.06% | +1,287+25.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,462 | $2.79M | 0.01% | +4,486+227.0% | Added |
| Graham Capital Management, L.P. | 6,503 | $2.81M | 0.10% | +6,503 | New |
| Savvy Advisors, Inc. | 6,529 | $2.82M | 0.08% | +1,782+37.5% | Added |
| Quadrant Capital Group LLC | 6,535 | $2.83M | 0.08% | −1,196−15.5% | Reduced |
| Greater Midwest Financial Group, LLC | 6,555 | $2.83M | 1.52% | +2,600+65.7% | Added |
| Whittier Trust Co | 6,806 | $2.84M | 0.03% | −588−8.0% | Reduced |
| Zions Bancorporation, National Association | 6,686 | $2.89M | 0.19% | −5,618−45.7% | Reduced |
| Mirova | 6,686 | $2.89M | 0.12% | +6,686 | New |
| Equitable Holdings, Inc. | 5,674 | $2.91M | 0.02% | +3,432+153.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,739 | $2.91M | 0.35% | +3,091+84.7% | Added |
| Robinson Value Management, Ltd. | 6,749 | $2.92M | 1.62% | +6,749 | New |
| Absher Wealth Management, LLC | 6,804 | $2.94M | 0.34% | +6,804 | New |
| Argonautica Private Wealth Management, Inc | 6,829 | $2.95M | 0.89% | −428−5.9% | Reduced |
| Karani Asset Management LLC | 6,853 | $2.96M | 2.59% | +278+4.2% | Added |
| Van Den Berg Management I, Inc | 6,869 | $2.97M | 0.68% | +6,869 | New |
| Coastal Bridge Advisors, LLC | 6,894 | $2.98M | 0.21% | +2,002+40.9% | Added |
| Empower Advisory Group, LLC | 6,897 | $2.98M | 0.01% | −1,533−18.2% | Reduced |
| Allworth Financial LP | 6,944 | $3.00M | 0.01% | +386+5.9% | Added |
| Sherman Porfolios, LLC | 6,946 | $3.00M | 0.23% | +2,657+61.9% | Added |
| Pinkerton Retirement Specialists, LLC | 4,546 | $3.01M | 0.27% | −102−2.2% | Reduced |
| Sumitomo Life Insurance Co | 6,970 | $3.01M | 0.07% | −1,651−19.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,985 | $3.02M | 0.12% | −8,450−54.7% | Reduced |
| Scotia Capital Inc. | 7,001 | $3.03M | 0.01% | +1,147+19.6% | Added |
| Chilton Investment Co LLC | 7,002 | $3.03M | 0.07% | +2,543+57.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,060 | $3.05M | 0.10% | −1,836−20.6% | Reduced |
| Concurrent Investment Advisors, LLC | 7,081 | $3.06M | 0.03% | −399−5.3% | Reduced |
| First Foundation Advisors | 7,087 | $3.06M | 0.12% | −434−5.8% | Reduced |
| First Western Trust Bank | 7,136 | $3.09M | 0.16% | −501−6.6% | Reduced |
| GAMMA Investing LLC | 7,160 | $3.10M | 0.14% | +455+6.8% | Added |
| Equitable Trust Co | 7,171 | $3.10M | 0.14% | −37−0.5% | Reduced |
| Brown Brothers Harriman & Co | 7,177 | $3.10M | 0.02% | +1,516+26.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,186 | $3.11M | 0.21% | 00.0% | Unchanged |
| Watchman Group, Inc. | 7,220 | $3.12M | 0.76% | +498+7.4% | Added |
| First Financial Bank - Trust Division | 7,223 | $3.12M | 0.25% | +889+14.0% | Added |
| Cohen Investment Advisors LLC | 7,237 | $3.13M | 1.49% | +210+3.0% | Added |
| Caisse des Depots Et Consignations | 7,240 | $3.13M | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 7,252 | $3.14M | 0.39% | −1,555−17.7% | Reduced |
| Yacktman Asset Management LP | 7,375 | $3.19M | 0.04% | +7,375 | New |
| Godshalk Welsh Capital Management, Inc. | 7,385 | $3.19M | 1.86% | −40−0.5% | Reduced |
| Banco Santander, S.A. | 7,387 | $3.19M | 0.03% | −24,295−76.7% | Reduced |
| Squarepoint Ops LLC | 7,397 | $3.20M | 0.01% | −33−0.4% | Reduced |