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
- −210 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
- 433
- 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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 11,525 | $4.98M | 0.03% | +477+4.3% | Added |
| Harbor Capital Advisors, Inc. | 11,579 | $5.01M | 0.41% | +5,564+92.5% | Added |
| Steel Peak Wealth Management LLC | 11,587 | $5.01M | 0.16% | −13,400−53.6% | Reduced |
| Act Two Investors LLC | 11,672 | $5.05M | 1.11% | +11,672 | New |
| Fairbanks Capital Management, Inc. | 11,677 | $5.05M | 3.16% | +7,024+151.0% | Added |
| Bokf, NA | 11,682 | $5.05M | 0.08% | −2,531−17.8% | Reduced |
| Sendero Wealth Management, LLC | 11,845 | $5.12M | 0.57% | −25−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,873 | $5.13M | 0.49% | +3,970+50.2% | Added |
| BW Gestao de Investimentos Ltda. | 11,877 | $5.14M | 0.23% | +11,877 | New |
| Granite Investment Partners, LLC | 11,897 | $5.14M | 0.32% | −2,677−18.4% | Reduced |
| Marks Group Wealth Management, Inc | 11,940 | $5.16M | 0.50% | +386+3.3% | Added |
| Advisors Asset Management, Inc. | 11,992 | $5.19M | 0.09% | −2,044−14.6% | Reduced |
| Bogart Wealth, LLC | 12,026 | $5.20M | 0.20% | +814+7.3% | Added |
| Hamilton Capital Partners Inc. | 12,068 | $5.22M | 0.18% | −39,595−76.6% | Reduced |
| Sheets Smith Wealth Management | 12,088 | $5.23M | 0.59% | −3,746−23.7% | Reduced |
| Channel Wealth LLC | 12,131 | $5.25M | 1.27% | +11,557+2,013.4% | Added |
| Montag A & Associates Inc | 12,143 | $5.25M | 0.24% | −3,441−22.1% | Reduced |
| AMG National Trust Bank | 12,224 | $5.29M | 0.11% | +11,067+956.5% | Added |
| Siemens Fonds Invest GmbH | 12,260 | $5.30M | 0.30% | +535+4.6% | Added |
| Diversified Trust Co | 12,321 | $5.33M | 0.10% | +3,253+35.9% | Added |
| Groupe la Francaise | 12,484 | $5.40M | 0.08% | +1,948+18.5% | Added |
| China Universal Asset Management Co., Ltd. | 12,494 | $5.40M | 0.41% | −1,208−8.8% | Reduced |
| First Nebraska Trust Co | 12,505 | $5.41M | 0.50% | +3,115+33.2% | Added |
| Ameritas Investment Partners, Inc. | 12,507 | $5.41M | 0.17% | −68−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 12,595 | $5.45M | 0.17% | +2,367+23.1% | Added |
| Apollon Wealth Management, LLC | 12,661 | $5.47M | 0.09% | −765−5.7% | Reduced |
| Vise Technologies, Inc. | 8,274 | $5.48M | 0.11% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,870 | $5.48M | 0.05% | −51−0.4% | Reduced |
| Providence Capital Advisors, LLC | 12,707 | $5.49M | 0.90% | +5,803+84.1% | Added |
| Canal Capital Management, LLC | 12,745 | $5.51M | 0.75% | +2,513+24.6% | Added |
| New Mexico Educational Retirement Board | 12,778 | $5.53M | 0.17% | 00.0% | Unchanged |
| Willis Investment Counsel | 12,864 | $5.56M | 0.30% | +12,864 | New |
| Barlow Wealth Partners, Inc. | 14,151 | $5.56M | 0.62% | −9,195−39.4% | Reduced |
| Northstar Asset Management Inc | 12,899 | $5.58M | 1.71% | −7,874−37.9% | Reduced |
| Aptus Capital Advisors, LLC | 12,932 | $5.59M | 0.05% | −24,649−65.6% | Reduced |
| Elk River Wealth Management, LLC | 13,008 | $5.62M | 0.93% | −501−3.7% | Reduced |
| Kestra Private Wealth Services, LLC | 13,103 | $5.67M | 0.07% | +972+8.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,259 | $5.73M | 0.06% | −46,737−77.9% | Reduced |
| Clark Capital Management Group, Inc. | 13,327 | $5.76M | 0.04% | +950+7.7% | Added |
| Horizon Investments, LLC | 13,404 | $5.78M | 0.06% | −2,490−15.7% | Reduced |
| Quadrature Capital Ltd | 13,482 | $5.83M | 0.07% | +13,482 | New |
| D.A. Davidson & Co. | 13,516 | $5.84M | 0.04% | +2,825+26.4% | Added |
| Marshall Wace, LLP | 13,521 | $5.85M | 0.01% | −136,479−91.0% | Reduced |
| Midwest Trust Co | 13,628 | $5.89M | 0.07% | −5,544−28.9% | Reduced |
| Callahan Advisors, LLC | 13,650 | $5.90M | 0.49% | +3,529+34.9% | Added |
| S-Bank Fund Management Ltd | 13,675 | $5.91M | 0.88% | +2,901+26.9% | Added |
| Owl Creek Asset Management, L.P. | 13,702 | $5.92M | 1.14% | +13,702 | New |
| Ferguson Wellman Capital Management, Inc | 13,705 | $5.93M | 0.08% | −228−1.6% | Reduced |
| Maryland State Retirement & Pension System | 13,714 | $5.93M | 0.12% | +99+0.7% | Added |
| Omers Administration Corp | 13,792 | $5.96M | 0.04% | +2,914+26.8% | Added |
| Cary Street Partners Financial LLC | 13,868 | $6.00M | 0.15% | −6,544−32.1% | Reduced |
| Citizens Financial Group Inc | 13,889 | $6.01M | 0.08% | −3,941−22.1% | Reduced |
| Callan Family Office, LLC | 14,003 | $6.05M | 0.14% | −7,000−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 14,153 | $6.12M | 0.16% | −6,365−31.0% | Reduced |
| Headinvest, LLC | 14,201 | $6.14M | 1.26% | −249−1.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 14,499 | $6.27M | 0.25% | −18,811−56.5% | Reduced |
| S&CO Inc | 14,540 | $6.29M | 0.39% | +7,602+109.6% | Added |
| JGP Wealth Management, LLC | 14,746 | $6.38M | 0.66% | −1,317−8.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,841 | $6.42M | 0.50% | +6,819+85.0% | Added |
| SummitTX Capital, L.P. | 14,843 | $6.42M | 0.20% | +14,843 | New |
| Intech Investment Management LLC | 14,905 | $6.44M | 0.06% | −45,240−75.2% | Reduced |
| Jacobs & Co | 15,012 | $6.49M | 0.64% | +588+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 15,302 | $6.52M | 0.01% | −988−6.1% | Reduced |
| Harber Asset Management LLC | 15,086 | $6.52M | 4.17% | +15,086 | New |
| Dividend Assets Capital, LLC | 15,101 | $6.53M | 1.30% | +2,736+22.1% | Added |
| Jasper Ridge Partners, L.P. | 15,196 | $6.57M | 0.15% | 00.0% | Unchanged |
| Ithaka Group LLC | 15,249 | $6.59M | 1.37% | +317+2.1% | Added |
| OpenArc Corporate Advisory, LLC | 15,255 | $6.60M | 0.09% | +7,770+103.8% | Added |
| Fulcrum Capital LLC | 15,292 | $6.61M | 1.44% | +290+1.9% | Added |
| Evelyn Partners Asset Management Ltd | 15,302 | $6.62M | 1.63% | +2,979+24.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 15,345 | $6.63M | 0.32% | −1,419−8.5% | Reduced |
| WSFS Capital Management, LLC | 15,495 | $6.70M | 0.33% | +12,876+491.6% | Added |
| NFJ Investment Group, LLC | 15,514 | $6.71M | 0.26% | −20,385−56.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 15,539 | $6.72M | 0.07% | +2,669+20.7% | Added |
| Carderock Capital Management Inc | 15,572 | $6.73M | 1.66% | +3,704+31.2% | Added |
| Berger Financial Group, Inc | 15,620 | $6.75M | 0.38% | +12,268+366.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,723 | $6.80M | 0.02% | −2,215−12.3% | Reduced |
| Hartford Investment Management Co | 15,850 | $6.85M | 0.22% | −252−1.6% | Reduced |
| Avanza Fonder AB | 15,907 | $6.88M | 0.19% | −4,217−21.0% | Reduced |
| MAI Capital Management | 16,009 | $6.92M | 0.04% | −98−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,023 | $6.93M | 0.13% | +3,249+25.4% | Added |
| Strategic Planning Group, LLC | 16,041 | $6.94M | 0.97% | +5,021+45.6% | Added |
| Marietta Wealth Management, LLC | 16,177 | $6.99M | 0.83% | +2,665+19.7% | Added |
| Employees Retirement System of Texas | 16,288 | $7.04M | 0.06% | +4,419+37.2% | Added |
| Advisory Services Network, LLC | 16,321 | $7.06M | 0.09% | +4,046+33.0% | Added |
| E Fund Management Co., Ltd. | 16,438 | $7.11M | 0.21% | +16,438 | New |
| American National Bank | 16,461 | $7.12M | 0.68% | −506−3.0% | Reduced |
| Verition Fund Management LLC | 16,558 | $7.16M | 0.07% | +13,455+433.6% | Added |
| Thompson Investment Management, Inc. | 16,602 | $7.18M | 0.93% | +16,602 | New |
| Metis Global Partners, LLC | 16,605 | $7.18M | 0.18% | −214−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 16,674 | $7.21M | 0.30% | −534−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,706 | $7.22M | 0.02% | +594+3.7% | Added |
| LTS One Management LP | 16,725 | $7.23M | 3.03% | −525−3.0% | Reduced |
| Mizuho Securities USA LLC | 16,823 | $7.27M | 0.17% | −3,478−17.1% | Reduced |
| Wesbanco Bank Inc | 16,938 | $7.32M | 0.20% | +16,938 | New |
| Maytus Capital Management, LLC | 16,969 | $7.34M | 1.31% | +1,969+13.1% | Added |
| McKinley Carter Wealth Services, Inc. | 16,975 | $7.34M | 0.42% | −930−5.2% | Reduced |
| Birch Hill Investment Advisors LLC | 16,999 | $7.35M | 0.33% | −71,754−80.8% | Reduced |
| Oak Ridge Investments LLC | 17,129 | $7.41M | 0.49% | +84+0.5% | Added |
| Allianz SE | 17,194 | $7.43M | 0.08% | +2,065+13.6% | Added |