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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 453 | $196.0K | 0.06% | +79+21.1% | Added |
| 1015 Capital Partners, LLC | 458 | $198.0K | 0.19% | −9−1.9% | Reduced |
| OV Management LLC | 459 | $198.5K | 0.40% | −1,123−71.0% | Reduced |
| Canopy Partners, LLC | 460 | $198.9K | 0.07% | −17−3.6% | Reduced |
| South Shore Capital Advisors | 464 | $200.8K | 0.15% | +464 | New |
| One Capital Management, LLC | 465 | $201.1K | 0.01% | −195−29.5% | Reduced |
| Advyzon Investment Management, LLC | 465 | $201.2K | 0.02% | +465 | New |
| LifeSteps Financial, Inc. | 466 | $201.5K | 0.13% | −1−0.2% | Reduced |
| Live Oak Private Wealth LLC | 466 | $201.5K | 0.03% | 00.0% | Unchanged |
| BetterWealth, LLC | 468 | $202.4K | 0.04% | +56+13.6% | Added |
| Sagewood Asset Management LP | 470 | $203.2K | 0.06% | +470 | New |
| Capital Advisors Wealth Management, LLC | 470 | $203.3K | 0.03% | +470 | New |
| Rosenberg Matthew Hamilton | 471 | $203.7K | 0.04% | −15−3.1% | Reduced |
| Beta Wealth Group, Inc. | 471 | $203.7K | 0.08% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 472 | $204.1K | 0.09% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 473 | $204.5K | 0.16% | +128+37.1% | Added |
| NTV Asset Management LLC | 474 | $204.9K | 0.02% | −98−17.1% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 474 | $204.9K | 0.10% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 474 | $204.9K | 0.31% | +29+6.5% | Added |
| Marathon Wealth Advisors LLC | 474 | $205.0K | 0.08% | −51−9.7% | Reduced |
| Guyasuta Investment Advisors Inc | 475 | $205.4K | 0.01% | −10−2.1% | Reduced |
| Nicholas Investment Partners, LP | 476 | $205.8K | 0.01% | −95−16.6% | Reduced |
| Corundum Group, Inc. | 478 | $206.7K | 0.07% | −70−12.8% | Reduced |
| Postrock Partners LLC | 481 | $208.0K | 0.10% | 00.0% | Unchanged |
| Gould Asset Management LLC | 481 | $208.0K | 0.04% | +481 | New |
| Baader Bank INC | 538 | $208.9K | 0.02% | −1,937−78.3% | Reduced |
| Proficio Capital Partners LLC | 484 | $209.3K | 0.01% | −7−1.4% | Reduced |
| Synergy Financial Group, LTD | 484 | $209.3K | 0.16% | +34+7.6% | Added |
| Ausdal Financial Partners, Inc. | 486 | $210.2K | 0.01% | −112−18.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 600 | $210.6K | 0.02% | +277+85.8% | Added |
| Rexford Capital Inc | 487 | $210.6K | 0.15% | +487 | New |
| AlTi Global, Inc. | 489 | $211.6K | 0.00% | +128+35.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $211.9K | 0.07% | −90−15.5% | Reduced |
| Studio Investment Management LLC | 491 | $212.3K | 0.04% | +2+0.4% | Added |
| Beaumont Financial Advisors, LLC | 491 | $212.4K | 0.01% | −383−43.8% | Reduced |
| May Hill Capital, LLC | 493 | $213.2K | 0.05% | +83+20.2% | Added |
| Eurizon SLJ Capital Ltd | 494 | $213.6K | 0.10% | +494 | New |
| Aviso Wealth Management | 496 | $214.5K | 0.10% | −51−9.3% | Reduced |
| Sandhill Capital Partners LLC | 497 | $214.9K | 0.02% | 00.0% | Unchanged |
| Jacobsen Capital Management | 498 | $215.3K | 0.07% | −105−17.4% | Reduced |
| Levin Capital Strategies, L.P. | 500 | $216.2K | 0.02% | +500 | New |
| Ibex Investors LLC | 500 | $216.2K | 0.15% | +500 | New |
| Kovack Advisors, Inc. | 507 | $216.8K | 0.01% | +29+6.1% | Added |
| Capital Advisors, Ltd. LLC | 502 | $217.0K | 0.02% | −118−19.0% | Reduced |
| Lionshead Wealth Management, LLC | 502 | $217.1K | 0.16% | −16−3.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 503 | $217.5K | 0.01% | +40+8.6% | Added |
| Creekside Partners | 503 | $217.5K | 0.09% | −228−31.2% | Reduced |
| Drake & Associates, LLC | 505 | $218.4K | 0.04% | +505 | New |
| Florida Financial Advisors, LLC | 507 | $219.6K | 0.05% | +54+11.9% | Added |
| Traveka Wealth, LLC | 509 | $220.1K | 0.08% | −187−26.9% | Reduced |
| SGL Investment Advisors, Inc. | 560 | $220.2K | 0.08% | +25+4.7% | Added |
| Nations Financial Group Inc, | 512 | $221.4K | 0.01% | −9−1.7% | Reduced |
| ABLE Financial Group, LLC | 514 | $222.2K | 0.04% | +203+65.3% | Added |
| Catalyst Private Wealth, LLC | 515 | $222.7K | 0.12% | −259−33.5% | Reduced |
| TopTier Wealth Management, LLC | 516 | $223.1K | 0.14% | +3+0.6% | Added |
| Seven Mile Advisory | 518 | $224.0K | 0.16% | −144−21.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 518 | $224.0K | 0.11% | −56−9.8% | Reduced |
| Tidemark, LLC | 519 | $224.4K | 0.06% | −145−21.8% | Reduced |
| Sunflower Bank, N.A. | 520 | $224.8K | 0.06% | +8+1.6% | Added |
| Koshinski Asset Management, Inc. | 520 | $224.9K | 0.01% | −760−59.4% | Reduced |
| Wolff Wiese Magana LLC | 523 | $226.1K | 0.12% | +2+0.4% | Added |
| Integrity Alliance, LLC. | 525 | $227.1K | 0.01% | −30−5.4% | Reduced |
| Master's Wealth Management Inc. | 526 | $227.4K | 0.08% | +526 | New |
| Onyx Bridge Wealth Group LLC | 526 | $227.5K | 0.02% | +110+26.4% | Added |
| Wallace Advisory Group, LLC | 527 | $227.9K | 0.24% | −160−23.3% | Reduced |
| Tounjian Advisory Partners, LLC | 528 | $228.3K | 0.08% | +528 | New |
| South State Corp. | 528 | $228.3K | 0.01% | −34−6.0% | Reduced |
| Tanager Wealth Management LLP | 529 | $228.7K | 0.02% | +19+3.7% | Added |
| Werba Rubin Papier Wealth Management | 529 | $228.7K | 0.03% | +74+16.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 529 | $228.7K | 0.01% | +122+30.0% | Added |
| Triumph Capital Management | 529 | $228.8K | 0.05% | +117+28.4% | Added |
| Resources Management Corp | 530 | $229.0K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 534 | $231.1K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 535 | $231.3K | 0.01% | −33−5.8% | Reduced |
| Colonial Trust Co | 536 | $231.7K | 0.03% | +51+10.5% | Added |
| Opal Wealth Advisors, LLC | 536 | $231.8K | 0.05% | +17+3.3% | Added |
| Wynn Capital, LLC | 536 | $231.8K | 0.12% | +81+17.8% | Added |
| Fiduciary Financial Group, LLC | 537 | $232.2K | 0.03% | +537 | New |
| Patrick M Sweeney & Associates, Inc | 538 | $232.6K | 0.15% | +45+9.1% | Added |
| Kuhn & Co Investment Counsel | 538 | $232.6K | 0.15% | +8+1.5% | Added |
| Ashton Thomas Securities, LLC | 538 | $233.1K | 0.03% | −113−17.4% | Reduced |
| Pacific Wealth Management | 540 | $233.5K | 0.13% | −52−8.8% | Reduced |
| Chilton Capital Management LLC | 541 | $233.9K | 0.01% | +53+10.9% | Added |
| MFA Wealth Services | 542 | $234.3K | 0.16% | +84+18.3% | Added |
| Drucker Wealth 3.0, LLC | 543 | $234.6K | 0.04% | +97+21.7% | Added |
| TRB Wealth Management, LLC | 545 | $235.6K | 0.03% | +545 | New |
| Veracity Capital LLC | 545 | $235.8K | 0.08% | −173−24.1% | Reduced |
| AGH Wealth Advisors, LLC | 547 | $236.5K | 0.17% | −25−4.4% | Reduced |
| Capstone Financial Advisors, Inc. | 548 | $236.9K | 0.01% | +548 | New |
| Wealth Group Ltd | 549 | $237.4K | 0.05% | −254−31.6% | Reduced |
| a16z Perennial Management, L.P. | 550 | $237.8K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 551 | $238.2K | 0.08% | +28+5.4% | Added |
| Unique Wealth Strategies, LLC | 554 | $239.5K | 0.10% | −916−62.3% | Reduced |
| Libra Wealth LLC | 554 | $239.5K | 0.07% | +2+0.4% | Added |
| One River Asset Management, LLC | 554 | $239.5K | 0.82% | +158+39.9% | Added |
| Spinnaker Investment Group, LLC | 557 | $240.8K | 0.05% | −225−28.8% | Reduced |
| New Age Alpha Advisors, LLC | 558 | $241.3K | 0.01% | −11,414−95.3% | Reduced |
| Apella Capital, LLC | 614 | $241.5K | 0.00% | +614 | New |
| Telos Capital Management, Inc. | 560 | $242.1K | 0.02% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 560 | $242.1K | 0.00% | +560 | New |