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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 862 | $372.7K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 863 | $373.1K | 0.00% | −878−50.4% | Reduced |
| Fort Sheridan Advisors LLC | 865 | $374.1K | 0.05% | +103+13.5% | Added |
| JFS Wealth Advisors, LLC | 871 | $376.6K | 0.02% | −19−2.1% | Reduced |
| VestGen Advisors, LLC | 974 | $377.7K | 0.01% | +263+37.0% | Added |
| Magnetar Financial LLC | 882 | $378.4K | 0.00% | +882 | New |
| Moody Lynn & Lieberson, LLC | 876 | $378.8K | 0.02% | −244−21.8% | Reduced |
| Prentice Wealth Management LLC | 876 | $378.8K | 0.09% | +26+3.1% | Added |
| Abel Hall, LLC | 876 | $378.8K | 0.08% | +366+71.8% | Added |
| Triad Wealth Partners, LLC | 878 | $379.4K | 0.03% | +111+14.5% | Added |
| Freestone Capital Holdings, LLC | 879 | $380.1K | 0.01% | −551−38.5% | Reduced |
| Capital Performance Advisors LLP | 879 | $380.2K | 0.03% | +185+26.7% | Added |
| Blueshift Asset Management, LLC | 880 | $380.5K | 0.12% | +880 | New |
| Caldwell Trust Co | 880 | $380.5K | 0.03% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 894 | $386.6K | 0.16% | −337−27.4% | Reduced |
| Great Lakes Advisors, LLC | 895 | $387.0K | 0.00% | −562−38.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 896 | $387.4K | 0.03% | −6,000−87.0% | Reduced |
| Aigen Investment Management, LP | 896 | $387.4K | 0.10% | +896 | New |
| Formidable Asset Management, LLC | 897 | $387.8K | 0.06% | −32−3.4% | Reduced |
| Essential Partners LLC | 898 | $388.3K | 0.13% | +451+100.9% | Added |
| PFG Investments, LLC | 898 | $388.4K | 0.02% | −17−1.9% | Reduced |
| Pettee Investors, Inc. | 1,001 | $388.9K | 0.20% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 900 | $389.1K | 0.07% | −937−51.0% | Reduced |
| PenderFund Capital Management Ltd. | 900 | $389.1K | 0.06% | +900 | New |
| Verity Asset Management, Inc. | 903 | $390.4K | 0.16% | +31+3.6% | Added |
| Bond & Devick Financial Network, Inc. | 904 | $390.9K | 0.11% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $391.3K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 906 | $391.7K | 0.14% | −84−8.5% | Reduced |
| Betterment LLC | 908 | $393.0K | 0.00% | +124+15.8% | Added |
| Defiance ETFs, LLC | 914 | $395.2K | 0.01% | +914 | New |
| Bell Investment Advisors, Inc | 917 | $396.5K | 0.06% | −45−4.7% | Reduced |
| Grove Bank & Trust | 918 | $396.9K | 0.04% | −447−32.7% | Reduced |
| Charter Oak Capital Management, LLC | 918 | $396.9K | 0.03% | +3+0.3% | Added |
| Connecticut Wealth Management, LLC | 919 | $397.4K | 0.02% | −230−20.0% | Reduced |
| Rehmann Capital Advisory Group | 921 | $398.3K | 0.02% | −215−18.9% | Reduced |
| Hilton Head Capital Partners, LLC | 923 | $399.1K | 0.23% | +18+2.0% | Added |
| 49 Wealth Management, LLC | 925 | $400.1K | 0.03% | +480+107.9% | Added |
| Gradient Capital Advisors, LLC | 932 | $402.9K | 0.10% | −394−29.7% | Reduced |
| Founders Financial Alliance, LLC | 937 | $405.2K | 0.07% | −32−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 942 | $407.5K | 0.03% | −110−10.5% | Reduced |
| Precision Wealth Strategies, LLC | 945 | $408.6K | 0.14% | −166−14.9% | Reduced |
| Portfolio Design Labs, LLC | 945 | $408.6K | 0.07% | +515+119.8% | Added |
| 17 Capital Partners, LLC | 952 | $411.6K | 0.21% | +10+1.1% | Added |
| Burke & Herbert Bank & Trust Co | 955 | $412.9K | 0.11% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 955 | $412.9K | 0.05% | +189+24.7% | Added |
| Horizon Family Wealth, Inc. | 957 | $413.7K | 0.22% | +9+0.9% | Added |
| Hillman Capital Management, Inc. | 957 | $413.8K | 0.29% | +957 | New |
| Plimoth Trust Co LLC | 961 | $415.5K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 962 | $415.9K | 0.16% | +55+6.1% | Added |
| Golden State Equity Partners | 962 | $416.2K | 0.03% | +298+44.9% | Added |
| Garden State Investment Advisory Services LLC | 960 | $416.3K | 0.10% | −271−22.0% | Reduced |
| Avidian Wealth Solutions, LLC | 963 | $416.6K | 0.01% | +332+52.6% | Added |
| Ameritas Advisory Services, LLC | 964 | $416.8K | 0.02% | +61+6.8% | Added |
| Tolleson Wealth Management, Inc. | 969 | $419.0K | 0.06% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 969 | $419.0K | 0.07% | +1+0.1% | Added |
| Trust Co of Toledo NA | 969 | $419.0K | 0.04% | +64+7.1% | Added |
| Oxford Financial Group Ltd | 970 | $419.3K | 0.02% | −43−4.2% | Reduced |
| Leavell Investment Management, Inc. | 971 | $419.9K | 0.02% | −106−9.8% | Reduced |
| Michael B. Yongue | 974 | $421.1K | 0.31% | +118+13.8% | Added |
| 1st Source Bank | 975 | $421.6K | 0.02% | +37+3.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 976 | $422.0K | 0.19% | +84+9.4% | Added |
| Investors Research Corp | 977 | $422.4K | 0.08% | +977 | New |
| Maridea Wealth Management LLC | 977 | $422.4K | 0.06% | +977 | New |
| Atlantic Trust, LLC | 989 | $427.8K | 0.07% | −58−5.5% | Reduced |
| Gross & Hartman Investments LLC | 992 | $428.9K | 0.22% | +992 | New |
| Caerus Investment Advisors, LLC | 995 | $430.2K | 0.18% | +550+123.6% | Added |
| RBF Capital, LLC | 1,000 | $432.4K | 0.02% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 1,000 | $432.4K | 0.04% | +1,000 | New |
| Wellspring Financial Advisors, LLC | 1,001 | $432.8K | 0.03% | +115+13.0% | Added |
| Interchange Capital Partners, LLC | 720 | $433.0K | 0.14% | −278−27.9% | Reduced |
| Capital Investment Advisory Services, LLC | 1,002 | $433.2K | 0.03% | −7−0.7% | Reduced |
| BDFS Capital LLC | 1,006 | $434.9K | 0.21% | +72+7.7% | Added |
| Orrstown Financial Services Inc | 1,008 | $435.8K | 0.07% | −81−7.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,010 | $436.6K | 0.09% | −94−8.5% | Reduced |
| Unify Financial Advisors | 1,010 | $436.7K | 0.45% | +201+24.8% | Added |
| Trevian Wealth Management LLC | 1,011 | $437.1K | 0.22% | −3−0.3% | Reduced |
| Gateway Wealth Partners, LLC | 1,015 | $438.9K | 0.02% | +1,015 | New |
| SeaCrest Wealth Management, LLC | 1,016 | $439.4K | 0.05% | +252+33.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,026 | $443.0K | 0.02% | −17−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 1,026 | $443.6K | 0.02% | +79+8.3% | Added |
| J. R. Prunier Capital Management LLC | 1,030 | $445.4K | 0.19% | −920−47.2% | Reduced |
| Eagle Wealth Advisors LLC | 1,030 | $445.4K | 0.41% | +119+13.1% | Added |
| Thrive Wealth Management, LLC | 1,031 | $445.9K | 0.07% | −489−32.2% | Reduced |
| Asset Dedication, LLC | 1,034 | $447.1K | 0.03% | −826−44.4% | Reduced |
| Wharton Business Group, LLC | 1,035 | $447.5K | 0.02% | 00.0% | Unchanged |
| Andrews Advisory Associates, LLC | 1,037 | $448.4K | 0.24% | +297+40.1% | Added |
| Advisor OS, LLC | 1,043 | $451.2K | 0.03% | −1,085−51.0% | Reduced |
| Heritage Wealth Advisors | 1,050 | $454.2K | 0.02% | +38+3.8% | Added |
| Everpar Advisors LLC | 1,051 | $454.4K | 0.16% | +90+9.4% | Added |
| Kathmere Capital Management, LLC | 1,058 | $457.5K | 0.03% | +215+25.5% | Added |
| Brucke Financial, Inc. | 1,064 | $460.1K | 0.23% | +116+12.2% | Added |
| Sage Private Wealth Group, LLC | 1,065 | $460.6K | 0.23% | +263+32.8% | Added |
| Daymark Wealth Partners, LLC | 1,066 | $461.0K | 0.01% | +424+66.0% | Added |
| Neville Rodie & Shaw Inc | 1,069 | $462.0K | 0.03% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,075 | $464.0K | 0.20% | −50−4.4% | Reduced |
| Family Management Corp | 1,082 | $467.8K | 0.06% | −3,950−78.5% | Reduced |
| Parkside Financial Bank & Trust | 1,084 | $468.7K | 0.04% | −133−10.9% | Reduced |
| Breakwater Capital Group | 1,084 | $468.8K | 0.06% | −8−0.7% | Reduced |
| Alta Advisers Ltd | 1,088 | $470.4K | 0.17% | 00.0% | Unchanged |
| American Trust | 1,089 | $470.9K | 0.04% | +11+1.0% | Added |