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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 692 | $299.4K | 0.10% | −324−31.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 693 | $299.6K | 0.01% | −133−16.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 694 | $300.1K | 0.03% | −32−4.4% | Reduced |
| OneAscent Financial Services LLC | 695 | $300.5K | 0.02% | −50−6.7% | Reduced |
| Gen-Wealth Partners Inc | 696 | $300.9K | 0.09% | −202−22.5% | Reduced |
| Meeder Asset Management Inc | 699 | $302.2K | 0.02% | +153+28.0% | Added |
| Pflug Koory, LLC | 700 | $302.7K | 0.14% | 00.0% | Unchanged |
| Union Savings Bank | 705 | $304.8K | 0.13% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 705 | $304.8K | 0.15% | +705 | New |
| McAdam, LLC | 707 | $305.5K | 0.01% | +123+21.1% | Added |
| Meadowbrook Advisors Group, LLC | 707 | $305.7K | 0.18% | −29−3.9% | Reduced |
| 1776 Wealth LLC | 709 | $306.6K | 0.12% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 710 | $307.1K | 0.08% | +86+13.8% | Added |
| Kesler, Norman & Wride, LLC | 712 | $307.8K | 0.05% | −35−4.7% | Reduced |
| Foundations Investment Advisors, LLC | 712 | $307.9K | 0.00% | −48−6.3% | Reduced |
| Main Street Research LLC | 712 | $308.0K | 0.02% | −67−8.6% | Reduced |
| Costello Asset Management, INC | 715 | $309.2K | 0.11% | +2+0.3% | Added |
| Centaurus Financial, Inc. | 716 | $310.0K | 0.01% | +716 | New |
| Allegiance Financial Group Advisory Services LLC | 717 | $310.0K | 0.06% | +717 | New |
| Sax Wealth Advisors, LLC | 468 | $310.2K | 0.02% | −19−3.9% | Reduced |
| Washington Trust Bank | 720 | $311.3K | 0.02% | −70−8.9% | Reduced |
| Chapin Davis, Inc. | 723 | $312.6K | 0.07% | +29+4.2% | Added |
| Basecamp Wealth Advisors LLC | 724 | $313.0K | 0.06% | +52+7.7% | Added |
| GenTrust, LLC | 724 | $313.2K | 0.01% | +412+132.1% | Added |
| Johnson Bixby & Associates, LLC | 725 | $313.5K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 726 | $313.9K | 0.04% | +32+4.6% | Added |
| 3Chopt Investment Partners, LLC | 729 | $315.2K | 0.07% | −92−11.2% | Reduced |
| Optimize Financial Inc | 730 | $315.6K | 0.16% | +257+54.3% | Added |
| Signature Wealth Management Group | 731 | $316.0K | 0.12% | −2,533−77.6% | Reduced |
| Fishman Jay A Ltd | 732 | $316.5K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 732 | $316.5K | 0.02% | −61−7.7% | Reduced |
| Prestige Wealth Management Group LLC | 733 | $317.0K | 0.06% | −22−2.9% | Reduced |
| Clark Financial Services Group Inc | 734 | $317.4K | 0.18% | +61+9.1% | Added |
| Keystone Wealth Services, LLC | 734 | $317.4K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 735 | $317.8K | 0.12% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 739 | $319.3K | 0.04% | +19+2.6% | Added |
| CoreFirst Bank & Trust | 740 | $320.0K | 0.17% | −9−1.2% | Reduced |
| Capital Counsel LLC | 742 | $320.8K | 0.01% | −69−8.5% | Reduced |
| TritonPoint Partners, LLC | 743 | $321.3K | 0.12% | −237−24.2% | Reduced |
| Northern Financial Advisors Inc | 744 | $321.7K | 0.23% | −234−23.9% | Reduced |
| Portside Wealth Group, LLC | 744 | $321.8K | 0.04% | −1,996−72.8% | Reduced |
| Lee Danner & Bass Inc | 746 | $322.6K | 0.02% | −433−36.7% | Reduced |
| Integrity Wealth Solutions LLC | 746 | $322.6K | 0.13% | +746 | New |
| NorthStar Asset Management LLC | 747 | $323.0K | 0.16% | −28−3.6% | Reduced |
| True North Advisors, LLC | 748 | $323.4K | 0.04% | +80+12.0% | Added |
| SFM, LLC | 748 | $323.5K | 0.20% | −7−0.9% | Reduced |
| Summitry LLC | 749 | $323.9K | 0.01% | −130−14.8% | Reduced |
| Arrow Financial Corp | 750 | $324.3K | 0.03% | −18−2.3% | Reduced |
| Gill Capital Partners, LLC | 750 | $324.3K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 755 | $326.5K | 0.02% | −1,828−70.8% | Reduced |
| Onefund, LLC | 767 | $326.8K | 0.21% | −29−3.6% | Reduced |
| Bernardo Wealth Planning LLC | 756 | $326.9K | 0.06% | +4+0.5% | Added |
| KMG Fiduciary Partners, LLC | 757 | $327.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 757 | $327.4K | 0.02% | −110−12.7% | Reduced |
| GWN Securities Inc. | 757 | $327.7K | 0.06% | +11+1.5% | Added |
| Strategic Wealth Partners, Ltd. | 758 | $327.9K | 0.02% | −356−32.0% | Reduced |
| Financial Planning Hawaii, Inc. | 759 | $328.2K | 0.19% | +55+7.8% | Added |
| Cambient Family Office, LLC | 760 | $328.6K | 0.05% | +31+4.3% | Added |
| Accelerate Investment Advisors LLC | 761 | $329.0K | 0.22% | +95+14.3% | Added |
| Manchester Capital Management LLC | 765 | $330.8K | 0.05% | −65−7.8% | Reduced |
| Ariadne Wealth Management, LP | 765 | $330.8K | 0.15% | +91+13.5% | Added |
| Godfrey Financial Associates, Inc. | 767 | $331.6K | 0.28% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 772 | $334.0K | 0.04% | +311+67.5% | Added |
| Private Client Services, LLC | 779 | $336.7K | 0.10% | +3+0.4% | Added |
| OneAscent Investment Solutions LLC | 780 | $337.3K | 0.34% | +155+24.8% | Added |
| Ticino Wealth | 684 | $339.7K | 0.12% | +83+13.8% | Added |
| Wealth Architects, LLC | 787 | $340.3K | 0.03% | −118−13.0% | Reduced |
| LVZ Advisors, Inc. | 793 | $342.9K | 0.04% | +57+7.7% | Added |
| Conestoga Capital Advisors, LLC | 795 | $343.7K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 796 | $344.2K | 0.06% | +4+0.5% | Added |
| Strengthening Families & Communities, LLC | 798 | $345.2K | 0.09% | +798 | New |
| Chiron Capital Management, LLC | 800 | $345.9K | 0.35% | +800 | New |
| Ulland Investment Advisors, LLC | 806 | $348.0K | 0.30% | +5+0.6% | Added |
| LVW Advisors, LLC | 808 | $349.4K | 0.03% | −300−27.1% | Reduced |
| Dakota Wealth Management | 814 | $352.0K | 0.01% | −824−50.3% | Reduced |
| Caitlin John, LLC | 816 | $352.9K | 0.21% | +270+49.5% | Added |
| Tyche Wealth Partners LLC | 820 | $354.4K | 0.05% | −76−8.5% | Reduced |
| Engineers Gate Manager LP | 827 | $357.6K | 0.00% | −19,423−95.9% | Reduced |
| Avenue 1 Advisors, LLC | 829 | $358.4K | 0.11% | −19−2.2% | Reduced |
| Cromwell Holdings LLC | 830 | $358.9K | 0.20% | +7+0.9% | Added |
| Xxi Wealth, LLC | 832 | $359.7K | 0.20% | +118+16.5% | Added |
| Clear Creek Financial Management, LLC | 832 | $360.0K | 0.03% | +58+7.5% | Added |
| Mizuho Markets Americas LLC | 833 | $360.2K | 0.01% | +833 | New |
| Income Insurance Ltd | 836 | $361.5K | 0.25% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 836 | $361.5K | 0.24% | +836 | New |
| Impact Investors, Inc | 838 | $362.3K | 0.25% | +83+11.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 839 | $362.8K | 0.02% | −148−15.0% | Reduced |
| Traynor Capital Management, Inc. | 847 | $363.5K | 0.02% | −2−0.2% | Reduced |
| Fortune Financial Advisors, LLC | 848 | $366.5K | 0.19% | +1+0.1% | Added |
| Revolve Wealth Partners, LLC | 850 | $367.5K | 0.05% | −38−4.3% | Reduced |
| PAX Financial Group, LLC | 851 | $368.0K | 0.06% | +87+11.4% | Added |
| KCM Investment Advisors LLC | 852 | $368.2K | 0.01% | −30−3.4% | Reduced |
| Expressive Wealth LLC | 948 | $368.4K | 0.35% | +31+3.4% | Added |
| Ramiah Investment Group | 852 | $368.4K | 0.32% | +166+24.2% | Added |
| Broadway Wealth Solutions, Inc. | 853 | $369.0K | 0.19% | +400+88.3% | Added |
| Csenge Advisory Group | 854 | $369.1K | 0.02% | +90+11.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 855 | $369.7K | 0.06% | −69−7.5% | Reduced |
| Bull Oak Capital, LLC | 855 | $369.7K | 0.14% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 861 | $372.3K | 0.03% | −83−8.8% | Reduced |
| Patton Fund Management, Inc. | 861 | $372.3K | 0.06% | +509+144.6% | Added |