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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 561 | $242.6K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 562 | $243.1K | 0.01% | +124+28.3% | Added |
| Camden National Bank | 565 | $244.3K | 0.03% | +3+0.5% | Added |
| National Wealth Management Group, LLC | 565 | $244.3K | 0.09% | +18+3.3% | Added |
| Dogwood Wealth Management LLC | 565 | $244.3K | 0.11% | +494+695.8% | Added |
| TFR Capital, LLC. | 566 | $244.7K | 0.08% | +158+38.7% | Added |
| Castlefield Investment Partners LLP | 569 | $246.0K | 0.19% | +183+47.4% | Added |
| Gilbert & Cook, Inc. | 571 | $246.9K | 0.03% | −4−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 571 | $247.1K | 0.15% | −230−28.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 486 | $247.3K | 0.03% | −3,232−86.9% | Reduced |
| Geneos Wealth Management Inc. | 572 | $247.5K | 0.01% | +80+16.3% | Added |
| Fundamentun, LLC | 572 | $247.6K | 0.01% | −198−25.7% | Reduced |
| Cypress Point Wealth Management, LLC | 575 | $248.6K | 0.05% | +575 | New |
| Consolidated Capital Management, LLC | 579 | $250.3K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 579 | $250.3K | 0.01% | +5+0.9% | Added |
| Westfuller Advisors, LLC | 581 | $251.0K | 0.11% | +3+0.5% | Added |
| Strategy Asset Managers LLC | 581 | $251.1K | 0.04% | +581 | New |
| SIH Partners, LLLP | 581 | $251.2K | 0.01% | +581 | New |
| PUREfi Wealth, LLC | 582 | $251.8K | 0.16% | +203+53.6% | Added |
| Boltwood Capital Management | 583 | $252.1K | 0.06% | +234+67.0% | Added |
| Main Street Financial Solutions, LLC | 583 | $252.1K | 0.02% | +210+56.3% | Added |
| Highline Wealth Partners LLC | 585 | $252.8K | 0.06% | +128+28.0% | Added |
| Values Added Financial LLC | 585 | $252.9K | 0.11% | +108+22.6% | Added |
| Mirabella Financial Services LLP | 589 | $254.7K | 0.02% | +589 | New |
| Tradewinds, LLC. | 638 | $254.7K | 0.08% | −19−2.9% | Reduced |
| Riversedge Advisors, LLC | 590 | $255.2K | 0.04% | +186+46.0% | Added |
| Three Bridge Wealth Advisors, LLC | 591 | $255.5K | 0.07% | −80−11.9% | Reduced |
| Wellington Grp LLC | 592 | $256.0K | 0.08% | −282−32.3% | Reduced |
| First National Bank of Omaha | 597 | $256.1K | 0.01% | +2+0.3% | Added |
| KDT Advisors, LLC | 594 | $256.8K | 0.41% | −246−29.3% | Reduced |
| Avantra Family Wealth, Inc. | 594 | $256.8K | 0.19% | −220−27.0% | Reduced |
| Virtue Capital Management, LLC | 600 | $257.4K | 0.04% | −536−47.2% | Reduced |
| Avaii Wealth Management, LLC | 599 | $258.9K | 0.09% | +599 | New |
| Select Asset Management & Trust | 600 | $259.0K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $259.4K | 0.09% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $259.4K | 0.17% | 00.0% | Unchanged |
| Layline Advisors, LLC | 601 | $259.7K | 0.29% | +601 | New |
| Sound View Wealth Advisors Group, LLC | 601 | $259.9K | 0.02% | −154−20.4% | Reduced |
| New England Research & Management, Inc. | 601 | $259.9K | 0.11% | +26+4.5% | Added |
| Columbia Asset Management | 602 | $260.3K | 0.05% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 603 | $260.9K | 0.05% | +16+2.7% | Added |
| Latko Wealth Management, Ltd. | 604 | $261.0K | 0.13% | +2+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 607 | $262.5K | 0.01% | −108−15.1% | Reduced |
| Private Trust Co NA | 610 | $263.6K | 0.02% | −226−27.0% | Reduced |
| Plancorp, LLC | 755 | $265.0K | 0.01% | −202−21.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 613 | $265.0K | 0.17% | −72−10.5% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $265.5K | 0.17% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 617 | $266.8K | 0.00% | −90,421−99.3% | Reduced |
| Knightsbridge Asset Management, LLC | 618 | $267.2K | 0.04% | +618 | New |
| Cercano Management LLC | 619 | $267.6K | 0.01% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 620 | $268.1K | 0.06% | −30−4.6% | Reduced |
| MJP Associates Inc | 621 | $268.5K | 0.03% | −991−61.5% | Reduced |
| Saranac Partners Ltd | 1,540 | $269.2K | 0.12% | +875+131.6% | Added |
| Bigelow Investment Advisors, LLC | 623 | $269.4K | 0.11% | −19−3.0% | Reduced |
| Reflection Asset Management | 636 | $269.8K | 0.17% | +220+52.9% | Added |
| Bahl & Gaynor Inc | 625 | $270.2K | 0.00% | −86−12.1% | Reduced |
| Proffitt & Goodson Inc | 625 | $270.2K | 0.04% | +3+0.5% | Added |
| Invesco, LLC | 627 | $271.2K | 0.09% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 628 | $271.5K | 0.23% | +628 | New |
| Transamerica Financial Advisors, Inc. | 632 | $273.6K | 0.02% | +345+120.2% | Added |
| Root Financial Partners, LLC | 633 | $273.7K | 0.01% | +377+147.3% | Added |
| Vancity Investment Management Ltd | 633 | $274.0K | 0.04% | +633 | New |
| Elyxium Wealth, LLC | 634 | $274.1K | 0.09% | −23−3.5% | Reduced |
| Facet Wealth, Inc. | 635 | $274.6K | 0.00% | +635 | New |
| Abc Arbitrage SA | 635 | $274.6K | 0.04% | +635 | New |
| Hummer Financial Advisory Services Inc | 640 | $276.7K | 0.20% | 00.0% | Unchanged |
| Sepio Capital, LP | 643 | $278.0K | 0.02% | +192+42.6% | Added |
| Sigma Planning Corp | 648 | $280.0K | 0.01% | +2+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 648 | $280.2K | 0.01% | −11−1.7% | Reduced |
| Busey Wealth Management | 648 | $280.2K | 0.01% | +44+7.3% | Added |
| Spartan Wealth Advisory Services LLC | 651 | $281.6K | 0.02% | +651 | New |
| Acropolis Investment Management, LLC | 654 | $282.8K | 0.01% | +4+0.6% | Added |
| Rooted Wealth Advisors, Inc. | 699 | $283.0K | 0.07% | +699 | New |
| Perennial Investment Advisors, LLC | 656 | $283.6K | 0.02% | +153+30.4% | Added |
| United Community Bank | 661 | $285.8K | 0.10% | +33+5.3% | Added |
| Endowment Wealth Management, Inc. | 661 | $285.8K | 0.13% | +159+31.7% | Added |
| Moore Capital Management, LP | 662 | $286.2K | 0.01% | −2,302−77.7% | Reduced |
| Woodstock Corp | 662 | $286.2K | 0.03% | −8−1.2% | Reduced |
| Winthrop Advisory Group LLC | 663 | $286.5K | 0.02% | −36−5.2% | Reduced |
| Wrapmanager Inc | 664 | $287.1K | 0.10% | −68−9.3% | Reduced |
| Clarendon Private LLC | 666 | $288.0K | 0.22% | +35+5.5% | Added |
| Alphadyne Asset Management LP | 666 | $288.0K | 0.04% | +666 | New |
| Edmond de Rothschild Holding S.A. | 667 | $288.4K | 0.00% | −300−31.0% | Reduced |
| Integrated Investment Consultants, LLC | 667 | $288.4K | 0.06% | +70+11.7% | Added |
| Klingman & Associates, LLC | 669 | $289.3K | 0.01% | +69+11.5% | Added |
| MMBG Investment Advisors Co. | 670 | $289.7K | 0.03% | −675−50.2% | Reduced |
| Planned Solutions, Inc. | 672 | $290.6K | 0.10% | 00.0% | Unchanged |
| Volterra Technologies LP | 672 | $290.6K | 0.21% | +668+16,700.0% | Added |
| Oakworth Capital, Inc. | 676 | $292.3K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 676 | $292.3K | 0.02% | +228+50.9% | Added |
| Novem Group | 676 | $292.4K | 0.03% | −175−20.6% | Reduced |
| FLC Capital Advisors | 677 | $292.7K | 0.05% | +677 | New |
| Argos Wealth Advisors, LLC | 681 | $294.5K | 0.08% | +681 | New |
| Prescott Group Capital Management, L.L.C. | 685 | $296.2K | 0.03% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 685 | $296.2K | 0.03% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 685 | $296.4K | 0.14% | −3,309−82.8% | Reduced |
| Ewa, LLC | 686 | $296.7K | 0.07% | −15−2.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 686 | $296.8K | 0.12% | −30−4.2% | Reduced |
| Centennial Wealth Advisory LLC | 689 | $297.9K | 0.07% | +689 | New |
| Charles Schwab Trust Co | 692 | $299.2K | 0.02% | +692 | New |