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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 111 | $48.0K | 0.03% | +28+33.7% | Added |
| Hazlett, Burt & Watson, Inc. | 114 | $49.0K | 0.02% | −3−2.6% | Reduced |
| TD Capital Management LLC | 114 | $49.4K | 0.00% | +9+8.6% | Added |
| MidFirst Bank | 115 | $49.7K | 0.00% | −479−80.6% | Reduced |
| Islay Capital Management, LLC | 117 | $50.6K | 0.03% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 120 | $51.9K | 0.01% | +30+33.3% | Added |
| Private Wealth Management Group, LLC | 124 | $53.6K | 0.01% | −17−12.1% | Reduced |
| Anfield Capital Management, LLC | 126 | $54.5K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 129 | $55.7K | 0.04% | −11−7.9% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 130 | $56.2K | 0.04% | −469−78.3% | Reduced |
| Private Wealth Asset Management, LLC | 132 | $57.1K | 0.01% | −1−0.8% | Reduced |
| Curio Wealth, LLC | 135 | $58.4K | 0.02% | +1+0.7% | Added |
| First Pacific Financial | 135 | $58.6K | 0.01% | +5+3.8% | Added |
| Bruce G. Allen Investments, LLC | 139 | $60.1K | 0.04% | +59+73.8% | Added |
| Clayton Financial Group LLC | 143 | $61.8K | 0.03% | +3+2.1% | Added |
| Bayforest Capital Ltd | 145 | $62.7K | 0.07% | +145 | New |
| Creative Financial Designs Inc | 146 | $63.1K | 0.00% | +66+82.5% | Added |
| Addison Advisors LLC | 149 | $64.4K | 0.01% | +4+2.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $65.0K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 151 | $65.3K | 0.05% | −642−81.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 152 | $65.7K | 0.05% | −117−43.5% | Reduced |
| Coastline Trust Co | 153 | $66.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 157 | $67.9K | 0.01% | −2,143−93.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 159 | $68.7K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 162 | $70.0K | 0.02% | +162 | New |
| ORG Wealth Partners, LLC | 180 | $77.8K | 0.02% | −223−55.3% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $77.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 184 | $79.7K | 0.00% | −37−16.7% | Reduced |
| General Partner, Inc. | 187 | $80.9K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 188 | $81.3K | 0.01% | +101+116.1% | Added |
| Brown Shipley& Co Ltd | 193 | $83.4K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 196 | $84.5K | 0.01% | −31−13.7% | Reduced |
| Birch Capital Management, LLC | 200 | $86.5K | 0.05% | +3+1.5% | Added |
| Arlington Trust Co LLC | 201 | $86.9K | 0.01% | −95−32.1% | Reduced |
| Financial Network Wealth Advisors LLC | 202 | $87.3K | 0.09% | −40−16.5% | Reduced |
| Crewe Advisors LLC | 205 | $88.6K | 0.01% | −512−71.4% | Reduced |
| S&T Bank | 205 | $88.6K | 0.03% | +14+7.3% | Added |
| WPG Advisers, LLC | 206 | $89.1K | 0.07% | −61−22.8% | Reduced |
| Global Assets Advisory, LLC | 207 | $89.5K | 0.03% | +207 | New |
| Rossby Financial, LCC | 220 | $93.7K | 0.02% | −167−43.2% | Reduced |
| Avalon Trust Co | 217 | $93.8K | 0.01% | +34+18.6% | Added |
| Cornerstone Planning Group LLC | 236 | $94.0K | 0.01% | +20+9.3% | Added |
| Catalyst Capital Advisors LLC | 219 | $94.7K | 0.00% | −394−64.3% | Reduced |
| Main Street Group, LTD | 227 | $98.2K | 0.03% | +227 | New |
| Delta Asset Management LLC | 228 | $98.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 235 | $101.6K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 237 | $102.5K | 0.07% | +21+9.7% | Added |
| Aster Capital Management (DIFC) Ltd | 168 | $103.2K | 0.03% | −247−59.5% | Reduced |
| Family Capital Trust Co | 242 | $104.6K | 0.04% | +20+9.0% | Added |
| St Germain D J Co Inc | 243 | $105.1K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 244 | $105.3K | 0.02% | +244 | New |
| GW&K Investment Management, LLC | 244 | $106.0K | 0.00% | +32+15.1% | Added |
| CoreCap Advisors, LLC | 248 | $107.2K | 0.00% | −60−19.5% | Reduced |
| McIlrath & Eck, LLC | 250 | $108.1K | 0.01% | +241+2,677.8% | Added |
| YANKCOM Partnership | 253 | $109.4K | 0.04% | −118−31.8% | Reduced |
| Twin Tree Management, LP | 254 | $109.8K | 0.02% | +254 | New |
| Western Pacific Wealth Management, LP | 262 | $113.3K | 0.12% | +47+21.9% | Added |
| Legacy Wealth Managment, LLC | 267 | $115.4K | 0.06% | +25+10.3% | Added |
| Capital Analysts, LLC | 273 | $118.0K | 0.00% | −200−42.3% | Reduced |
| SHP Wealth Management | 277 | $119.6K | 0.01% | +52+23.1% | Added |
| Glen Eagle Advisors, LLC | 278 | $120.4K | 0.02% | +32+13.0% | Added |
| Center for Financial Planning, Inc. | 283 | $122.4K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 283 | $122.4K | 0.00% | +283 | New |
| Core Alternative Capital | 290 | $125.4K | 0.04% | +52+21.8% | Added |
| UMA Financial Services, Inc. | 291 | $125.8K | 0.02% | −45−13.4% | Reduced |
| Salomon & Ludwin, LLC | 300 | $126.7K | 0.01% | +75+33.3% | Added |
| Owl Creek Wealth Partners LLC | 294 | $127.1K | 0.05% | +294 | New |
| DT Investment Partners, LLC | 295 | $127.6K | 0.01% | −70−19.2% | Reduced |
| Catherine Avery Investment Management LLC | 300 | $129.7K | 0.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $130.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 217 | $133.2K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 310 | $134.0K | 0.05% | +173+126.3% | Added |
| Pinnacle Bancorp, Inc. | 316 | $136.6K | 0.04% | −87−21.6% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 326 | $141.0K | 0.00% | −4,455−93.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 338 | $146.2K | 0.02% | −11−3.2% | Reduced |
| Innovative Asset Advisors Group, LLC | 339 | $146.6K | 0.08% | +339 | New |
| Sound Income Strategies, LLC | 349 | $148.6K | 0.01% | −27−7.2% | Reduced |
| Signature Equity Partners, LLC | 357 | $154.5K | 0.08% | +253+243.3% | Added |
| Crews Bank & Trust | 365 | $157.8K | 0.02% | −300−45.1% | Reduced |
| CVA Family Office, LLC | 366 | $158.3K | 0.02% | −264−41.9% | Reduced |
| Strategic Investment Advisors | 368 | $160.5K | 0.01% | +368 | New |
| Wall Street Financial Group, Inc. | 372 | $160.8K | 0.10% | −150−28.7% | Reduced |
| Park Place Capital Corp | 372 | $160.8K | 0.03% | +22+6.3% | Added |
| Pittenger & Anderson Inc | 375 | $162.1K | 0.01% | −8,054−95.6% | Reduced |
| Johnson Financial Group, Inc. | 378 | $163.4K | 0.01% | −257−40.5% | Reduced |
| Hills Bank & Trust Co | 385 | $166.5K | 0.01% | −1,243−76.4% | Reduced |
| Truvestments Capital LLC | 391 | $169.0K | 0.03% | −42−9.7% | Reduced |
| Dorato Capital Management | 443 | $172.6K | 0.13% | 00.0% | Unchanged |
| Covestor Ltd | 398 | $173.0K | 0.12% | +10+2.6% | Added |
| Washington Trust Advisors, Inc. | 401 | $173.3K | 0.01% | −90−18.3% | Reduced |
| Vanguard National Trust Co | 402 | $173.8K | 0.01% | +402 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 410 | $177.3K | 0.09% | +410 | New |
| Rakuten Securities, Inc. | 415 | $179.4K | 0.07% | +214+106.5% | Added |
| Atlas Capital Advisors LLC | 422 | $182.5K | 0.02% | +404+2,244.4% | Added |
| Scarborough Advisors, LLC | 423 | $182.7K | 0.02% | +423 | New |
| Horizon Bancorp Inc | 425 | $184.0K | 0.09% | +9+2.2% | Added |
| Alerus Financial NA | 427 | $184.6K | 0.01% | +427 | New |
| RWM Asset Management, LLC | 432 | $186.8K | 0.02% | −81−15.8% | Reduced |
| Golden State Wealth Management, LLC | 435 | $188.4K | 0.02% | +86+24.6% | Added |
| Daytona Street Capital LLC | 423 | $192.9K | 0.16% | +423 | New |