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 |
|---|---|---|---|---|---|
| Generate Investment Management Ltd | 27,804 | $12.0M | 0.59% | +27,804 | New |
| Buck Wealth Strategies, LLC | 27,926 | $12.1M | 1.49% | +9,954+55.4% | Added |
| Parallel Advisors, LLC | 27,985 | $12.1M | 0.22% | +1,560+5.9% | Added |
| OP Asset Management Ltd | 28,262 | $12.2M | 0.13% | −2,611−8.5% | Reduced |
| Generali Asset Management SPA SGR | 28,430 | $12.3M | 0.26% | +629+2.3% | Added |
| Picton Mahoney Asset Management | 28,452 | $12.3M | 0.13% | +8,265+40.9% | Added |
| Norinchukin Bank, The | 28,700 | $12.4M | 0.14% | +874+3.1% | Added |
| Lyell Wealth Management, LP | 28,832 | $12.5M | 0.92% | −4,194−12.7% | Reduced |
| Trajan Wealth LLC | 28,880 | $12.5M | 0.53% | −951−3.2% | Reduced |
| Vestcor Inc | 28,969 | $12.5M | 0.34% | +8,252+39.8% | Added |
| Bryn Mawr Trust Co | 29,020 | $12.5M | 0.30% | +3,246+12.6% | Added |
| Martingale Asset Management L P | 29,069 | $12.6M | 0.32% | −16,863−36.7% | Reduced |
| Howe & Rusling Inc | 29,119 | $12.6M | 0.82% | +629+2.2% | Added |
| Cim, LLC | 29,207 | $12.6M | 1.83% | −372−1.3% | Reduced |
| Quantitative Investment Management, LLC | 29,564 | $12.8M | 1.33% | +27,428+1,284.1% | Added |
| Bridges Investment Management Inc | 29,672 | $12.8M | 0.17% | −875−2.9% | Reduced |
| Bradley Foster & Sargent Inc | 29,967 | $13.0M | 0.20% | −76,948−72.0% | Reduced |
| Campbell Newman Asset Management Inc | 29,971 | $13.0M | 1.05% | −267−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,023 | $13.0M | 0.10% | −3,261−9.8% | Reduced |
| Yousif Capital Management, LLC | 30,116 | $13.0M | 0.15% | −1,740−5.5% | Reduced |
| De Burlo Group Inc | 30,195 | $13.1M | 2.96% | −12,215−28.8% | Reduced |
| Ethic Inc. | 30,877 | $13.4M | 0.21% | −2,134−6.5% | Reduced |
| HFR Wealth Management, LLC | 31,277 | $13.5M | 3.32% | +7,888+33.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 31,471 | $13.6M | 1.96% | +31,471 | New |
| Oregon Public Employees Retirement Fund | 31,849 | $13.8M | 0.18% | −76−0.2% | Reduced |
| Lido Advisors, LLC | 31,853 | $13.8M | 0.05% | −720−2.2% | Reduced |
| First Long Island Investors, LLC | 31,873 | $13.8M | 1.12% | +3,127+10.9% | Added |
| Brookstone Capital Management | 32,135 | $13.9M | 0.16% | +10,089+45.8% | Added |
| Abn Amro Investment Solutions | 32,210 | $13.9M | 0.18% | −835−2.5% | Reduced |
| Louisiana State Employees Retirement System | 32,400 | $14.0M | 0.25% | −400−1.2% | Reduced |
| Running Oak Capital LLC | 32,503 | $14.1M | 1.90% | +9,831+43.4% | Added |
| Bailard, Inc. | 32,629 | $14.1M | 0.32% | +1,374+4.4% | Added |
| WS Management LLLP | 32,700 | $14.1M | 1.85% | +32,700 | New |
| Sienna Gestion | 32,725 | $14.1M | 0.93% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 32,780 | $14.2M | 0.52% | +9,508+40.9% | Added |
| Raub Brock Capital Management LP | 32,803 | $14.2M | 3.59% | +6,514+24.8% | Added |
| Glenview Trust Co | 32,804 | $14.2M | 0.22% | +5,270+19.1% | Added |
| KR Capital LP | 33,061 | $14.3M | 2.87% | +33,061 | New |
| Alley Investment Management Company, LLC | 33,076 | $14.3M | 1.74% | +13,805+71.6% | Added |
| Federation des caisses Desjardins du Quebec | 33,150 | $14.3M | 0.05% | +11,907+56.1% | Added |
| Mutual of America Capital Management LLC | 33,164 | $14.3M | 0.16% | −401−1.2% | Reduced |
| iA Global Asset Management Inc. | 33,195 | $14.4M | 0.20% | −1,743−5.0% | Reduced |
| State of Alaska, Department of Revenue | 33,652 | $14.5M | 0.16% | −85−0.3% | Reduced |
| Eventide Asset Management, LLC | 33,693 | $14.6M | 0.24% | +14,973+80.0% | Added |
| Evergreen Capital Management LLC | 33,654 | $14.6M | 0.32% | +28,002+495.4% | Added |
| Umb Bank N A | 33,928 | $14.7M | 0.20% | −2,517−6.9% | Reduced |
| Vinva Investment Management Ltd | 34,341 | $14.7M | 0.18% | +8,379+32.3% | Added |
| Exchange Traded Concepts, LLC | 34,284 | $14.8M | 0.11% | +9,510+38.4% | Added |
| Addenda Capital Inc. | 34,310 | $14.8M | 0.42% | +869+2.6% | Added |
| Commonwealth Equity Services, LLC | 34,381 | $14.9M | 0.02% | −1,122−3.2% | Reduced |
| Mercer Global Advisors Inc | 34,515 | $14.9M | 0.02% | −826−2.3% | Reduced |
| ASR Vermogensbeheer N.V. | 34,804 | $15.0M | 0.18% | +628+1.8% | Added |
| Wilkinson Global Asset Management LLC | 35,462 | $15.3M | 1.17% | −25,193−41.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 35,486 | $15.3M | 0.68% | +10,721+43.3% | Added |
| Cander Asset Management LP | 35,535 | $15.4M | 2.76% | +9,875+38.5% | Added |
| Sone Capital Management, LLC | 35,647 | $15.4M | 1.29% | +7,993+28.9% | Added |
| EP Wealth Advisors, LLC | 35,794 | $15.5M | 0.08% | +6,825+23.6% | Added |
| Public Employees Retirement Association of Colorado | 35,822 | $15.5M | 0.06% | −26−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 36,095 | $15.6M | 1.19% | +4,879+15.6% | Added |
| Moran Wealth Management, LLC | 36,256 | $15.7M | 0.48% | +1,463+4.2% | Added |
| Copeland Capital Management, LLC | 36,496 | $15.8M | 0.35% | +14,471+65.7% | Added |
| GWM Advisors LLC | 36,898 | $16.0M | 0.06% | −62,881−63.0% | Reduced |
| Asset Advisors Investment Management, LLC | 36,936 | $16.0M | 1.52% | −24,196−39.6% | Reduced |
| Elo Mutual Pension Insurance Co | 36,990 | $16.0M | 0.26% | −560−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 37,206 | $16.1M | 0.10% | −2,475−6.2% | Reduced |
| Union Bancaire Privee, UBP SA | 40,871 | $16.4M | 0.30% | −56,862−58.2% | Reduced |
| Evelyn Partners Investment Management LLP | 37,843 | $16.4M | 0.44% | +12,237+47.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 38,016 | $16.4M | 0.90% | +27,951+277.7% | Added |
| Macquarie Group Ltd | 38,062 | $16.4M | 0.10% | −47,468−55.5% | Reduced |
| Advisor Group Holdings, Inc. | 38,303 | $16.6M | 0.02% | +6,934+22.1% | Added |
| British Columbia Investment Management Corp | 38,352 | $16.6M | 0.10% | −55,541−59.2% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 38,525 | $16.7M | 4.70% | −1,880−4.7% | Reduced |
| Venator Management LLC | 38,936 | $16.8M | 4.05% | +38,936 | New |
| Crestwood Advisors Group LLC | 39,548 | $17.1M | 0.29% | +35,908+986.5% | Added |
| Osmosis Investment Management UK Ltd | 39,579 | $17.1M | 0.46% | −3,393−7.9% | Reduced |
| Wendell David Associates Inc | 39,743 | $17.2M | 1.87% | +292+0.7% | Added |
| Prudential PLC | 40,106 | $17.3M | 0.13% | +457+1.2% | Added |
| Nomura Holdings Inc | 40,220 | $17.4M | 0.14% | −17,418−30.2% | Reduced |
| McDaniel Terry & Co | 40,387 | $17.5M | 1.48% | +1,864+4.8% | Added |
| Sit Investment Associates Inc | 40,567 | $17.5M | 0.36% | +5,590+16.0% | Added |
| Varma Mutual Pension Insurance Co | 40,858 | $17.7M | 0.10% | −3,300−7.5% | Reduced |
| ShawSpring Partners LLC | 40,939 | $17.7M | 6.61% | −9,782−19.3% | Reduced |
| Battery Global Advisors, LLC | 40,956 | $17.7M | 9.51% | +39,579+2,874.3% | Added |
| JustInvest LLC | 41,645 | $18.0M | 0.18% | −3,431−7.6% | Reduced |
| Dearborn Partners LLC | 41,692 | $18.0M | 0.98% | −3,754−8.3% | Reduced |
| Davidson Investment Advisors | 41,730 | $18.0M | 0.78% | −1,799−4.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 41,986 | $18.2M | 0.15% | +82+0.2% | Added |
| Peapack Gladstone Financial Corp | 42,197 | $18.2M | 0.23% | +8,594+25.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 42,320 | $18.3M | 0.17% | +8,443+24.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $18.5M | 0.14% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 43,181 | $18.7M | 0.15% | −14,348−24.9% | Reduced |
| Oppenheimer Asset Management Inc. | 43,377 | $18.8M | 0.21% | −5,870−11.9% | Reduced |
| Talbot Financial, LLC | 43,593 | $18.8M | 1.58% | +4,467+11.4% | Added |
| Shelton Capital Management | 43,896 | $19.0M | 0.42% | −1,450−3.2% | Reduced |
| Doma Perpetual Capital Management LLC | 44,000 | $19.0M | 5.11% | +44,000 | New |
| New York Life Investment Management LLC | 44,121 | $19.1M | 0.16% | +2,872+7.0% | Added |
| Ycg, LLC | 44,127 | $19.1M | 1.73% | −19,159−30.3% | Reduced |
| Utah Retirement Systems | 44,375 | $19.2M | 0.20% | −703−1.6% | Reduced |
| Tran Capital Management, L.P. | 44,601 | $19.3M | 2.65% | +6,625+17.4% | Added |
| Rockland Trust Co | 45,648 | $19.7M | 0.79% | +7,217+18.8% | Added |