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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 17,231 | $7.45M | 0.20% | −24,231−58.4% | Reduced |
| Oppenheimer & Co Inc | 17,287 | $7.47M | 0.09% | +2,299+15.3% | Added |
| Oak Associates, Ltd | 17,475 | $7.56M | 0.51% | +17,475 | New |
| Ravenswood Partners LP | 17,492 | $7.56M | 2.79% | −2,128−10.8% | Reduced |
| Baldwin Brothers Inc | 17,573 | $7.60M | 0.55% | −1,803−9.3% | Reduced |
| Tocqueville Asset Management L.P. | 17,832 | $7.71M | 0.11% | +3,802+27.1% | Added |
| Atria Investments LLC | 17,851 | $7.72M | 0.09% | −7,417−29.4% | Reduced |
| South Dakota Investment Council | 17,906 | $7.74M | 0.15% | +16,790+1,504.5% | Added |
| D. E. Shaw & Co., Inc. | 17,929 | $7.75M | 0.01% | −135,063−88.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 17,981 | $7.77M | 0.46% | +4,183+30.3% | Added |
| Quinn Opportunity Partners LLC | 18,000 | $7.78M | 0.41% | +7,500+71.4% | Added |
| Bandera Partners LLC | 18,000 | $7.78M | 3.52% | +18,000 | New |
| American Money Management, LLC | 18,036 | $7.80M | 1.23% | +1,992+12.4% | Added |
| King Luther Capital Management Corp | 18,108 | $7.83M | 0.03% | −55,486−75.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 18,137 | $7.84M | 0.15% | −6,683−26.9% | Reduced |
| Motco | 18,465 | $7.98M | 0.74% | +1,749+10.5% | Added |
| Park Avenue Securities LLC | 18,608 | $8.05M | 0.06% | +1,776+10.6% | Added |
| London & Capital Asset Management Ltd | 18,673 | $8.07M | 0.09% | −109,193−85.4% | Reduced |
| Exane Asset Management | 16,374 | $8.15M | 1.67% | +15,487+1,746.0% | Added |
| Azimuth Capital Investment Management LLC | 18,929 | $8.18M | 0.31% | −3,453−15.4% | Reduced |
| CWA Asset Management Group, LLC | 18,945 | $8.19M | 0.28% | −1,753−8.5% | Reduced |
| Capstone Investment Advisors, LLC | 18,949 | $8.19M | 0.07% | +13,598+254.1% | Added |
| Grimes & Company, Inc. | 18,996 | $8.21M | 0.23% | −1,704−8.2% | Reduced |
| Bessemer Group Inc | 18,996 | $8.21M | 0.01% | +7,010+58.5% | Added |
| Diversify Wealth Management, LLC | 20,883 | $8.25M | 0.15% | +12,017+135.5% | Added |
| Patten & Patten Inc | 19,292 | $8.34M | 0.50% | +4,508+30.5% | Added |
| Stanley Capital Management, LLC | 19,300 | $8.34M | 1.39% | +19,300 | New |
| Crossmark Global Holdings, Inc. | 19,772 | $8.55M | 0.13% | −20,449−50.8% | Reduced |
| BTC Capital Management, Inc. | 19,793 | $8.57M | 0.58% | +4,651+30.7% | Added |
| Polen Capital Management LLC | 19,853 | $8.58M | 0.06% | −492,803−96.1% | Reduced |
| CBOE Vest Financial, LLC | 19,899 | $8.60M | 0.10% | +7,337+58.4% | Added |
| Jane Street Group, LLC | 19,903 | $8.61M | 0.01% | −10,912−35.4% | Reduced |
| Investment Management Corp of Ontario | 19,918 | $8.61M | 0.11% | −4,077−17.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 20,031 | $8.66M | 1.02% | +8,915+80.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 20,193 | $8.73M | 0.66% | +2,928+17.0% | Added |
| Bamco Inc | 20,335 | $8.79M | 0.03% | −128−0.6% | Reduced |
| Commerce Bank | 20,626 | $8.92M | 0.04% | −4,228−17.0% | Reduced |
| Capital Wealth Planning, LLC | 20,684 | $8.94M | 0.05% | +20,684 | New |
| Davenport & Co LLC | 20,726 | $8.96M | 0.05% | +2,214+12.0% | Added |
| Mizuho Markets Cayman LP | 20,787 | $8.99M | 0.48% | +20,787 | New |
| Premier Fund Managers Ltd | 20,995 | $9.01M | 0.64% | −27,699−56.9% | Reduced |
| Warren Averett Asset Management, LLC | 20,891 | $9.03M | 0.07% | +2,965+16.5% | Added |
| Kemnay Advisory Services Inc. | 20,957 | $9.06M | 1.46% | +3,208+18.1% | Added |
| Mar Vista Investment Partners LLC | 21,020 | $9.09M | 0.91% | −38,278−64.6% | Reduced |
| Profund Advisors LLC | 21,186 | $9.16M | 0.34% | −5,134−19.5% | Reduced |
| Harvest Fund Management Co., Ltd | 21,237 | $9.18M | 0.39% | −3,745−15.0% | Reduced |
| Discovery Capital Management, LLC | 21,300 | $9.21M | 0.48% | +21,300 | New |
| Gulf International Bank (UK) Ltd | 21,529 | $9.31M | 0.21% | +7,447+52.9% | Added |
| YHB Investment Advisors, Inc. | 21,617 | $9.35M | 0.67% | +921+4.5% | Added |
| Caxton Associates LLP | 21,787 | $9.42M | 0.22% | +21,787 | New |
| Point72 Asset Management, L.P. | 21,900 | $9.47M | 0.02% | −7,080−24.4% | Reduced |
| Brinker Capital Investments, LLC | 21,943 | $9.49M | 0.08% | −8,523−28.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 22,064 | $9.54M | 0.63% | −7,022−24.1% | Reduced |
| Westpac Banking Corp | 22,102 | $9.56M | 0.66% | −1,700−7.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 22,195 | $9.60M | 0.27% | −6,193−21.8% | Reduced |
| Sequoia Financial Advisors, LLC | 22,281 | $9.63M | 0.05% | +1,768+8.6% | Added |
| Bright Rock Capital Management, LLC | 22,500 | $9.73M | 1.92% | +10,000+80.0% | Added |
| Illinois Municipal Retirement Fund | 22,613 | $9.78M | 0.12% | +1,738+8.3% | Added |
| Impax Asset Management Group plc | 22,614 | $9.78M | 0.07% | +2,338+11.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,634 | $9.79M | 0.05% | +590+2.7% | Added |
| Americana Partners, LLC | 22,715 | $9.82M | 0.26% | +11,334+99.6% | Added |
| Beacon Investment Advisory Services, Inc. | 22,733 | $9.83M | 0.41% | −18,309−44.6% | Reduced |
| Oribel Capital Management, LP | 22,900 | $9.90M | 1.51% | +22,900 | New |
| Calamos Wealth Management LLC | 22,912 | $9.91M | 0.34% | −757−3.2% | Reduced |
| Advent International Corp | 23,000 | $9.94M | 0.23% | +17,682+332.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,068 | $9.97M | 0.29% | −14,213−38.1% | Reduced |
| Middleton & Co Inc | 23,114 | $9.99M | 1.14% | −253−1.1% | Reduced |
| Mattern Capital Management, LLC | 23,151 | $10.0M | 1.20% | +10,595+84.4% | Added |
| Motley Fool Asset Management LLC | 23,476 | $10.2M | 0.44% | −2,407−9.3% | Reduced |
| Winton Group Ltd | 23,523 | $10.2M | 0.36% | +23,523 | New |
| Hantz Financial Services, Inc. | 23,670 | $10.2M | 0.16% | −3,868−14.0% | Reduced |
| Gabelli Funds LLC | 23,713 | $10.3M | 0.07% | −640−2.6% | Reduced |
| Segment Wealth Management, LLC | 23,796 | $10.3M | 0.60% | −8,026−25.2% | Reduced |
| Sterling Capital Management LLC | 23,984 | $10.4M | 0.20% | −17,549−42.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,070 | $10.4M | 0.12% | +567+2.4% | Added |
| Candriam Luxembourg S.C.A. | 24,073 | $10.4M | 0.05% | −2,264−8.6% | Reduced |
| Eastern Bank | 24,375 | $10.5M | 0.18% | +23,057+1,749.4% | Added |
| CWM, LLC | 24,481 | $10.6M | 0.03% | −4,139−14.5% | Reduced |
| Sycomore Asset Management | 16,846 | $10.7M | 1.54% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 24,858 | $10.7M | 0.02% | −19,487−43.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 25,110 | $10.9M | 0.08% | +682+2.8% | Added |
| Atlantic Union Bankshares Corp | 25,252 | $10.9M | 0.21% | +21,881+649.1% | Added |
| Madison Asset Management, LLC | 25,264 | $10.9M | 0.14% | +24,064+2,005.3% | Added |
| Zevenbergen Capital Investments LLC | 25,446 | $11.0M | 0.32% | −335−1.3% | Reduced |
| Eagle Global Advisors LLC | 25,465 | $11.0M | 0.40% | +12,151+91.3% | Added |
| Regions Financial Corp | 25,508 | $11.0M | 0.07% | −6,205−19.6% | Reduced |
| Stephens Inc | 25,555 | $11.0M | 0.14% | +6,321+32.9% | Added |
| Sanctuary Advisors, LLC | 25,821 | $11.2M | 0.06% | +2,937+12.8% | Added |
| Ninety One SA (PTY) Ltd | 26,276 | $11.2M | 0.48% | +11,520+78.1% | Added |
| Private Advisory Group LLC | 26,142 | $11.3M | 0.79% | +26,142 | New |
| TD Waterhouse Canada Inc. | 26,735 | $11.4M | 0.03% | +20,286+314.6% | Added |
| Northwestern Mutual Wealth Management Co | 26,805 | $11.6M | 0.01% | −40,407−60.1% | Reduced |
| F/M Investments LLC | 26,935 | $11.6M | 0.77% | −1,374−4.9% | Reduced |
| Glenmede Trust Co NA | 26,947 | $11.7M | 0.06% | +2,660+11.0% | Added |
| Laird Norton Trust Company, LLC | 27,121 | $11.7M | 0.26% | −1,164−4.1% | Reduced |
| Advisory Research Inc | 27,247 | $11.8M | 1.45% | +27,247 | New |
| J. Safra Sarasin Holding AG | 27,337 | $11.8M | 0.20% | +24,402+831.4% | Added |
| EULAV Asset Management | 27,410 | $11.9M | 0.38% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 27,449 | $11.9M | 0.25% | −5,602−16.9% | Reduced |
| Evexia Wealth LLC | 32,379 | $12.0M | 3.29% | +11,007+51.5% | Added |