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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 1,089 | $470.9K | 0.05% | +57+5.5% | Added |
| TrueWealth Financial Partners | 1,090 | $471.3K | 0.19% | +1,090 | New |
| Stratos Wealth Advisors, LLC | 1,092 | $472.3K | 0.03% | −69−5.9% | Reduced |
| Verdence Capital Advisors LLC | 1,093 | $472.7K | 0.03% | −373−25.4% | Reduced |
| New Hampshire Trust | 1,094 | $473.0K | 0.10% | −65−5.6% | Reduced |
| Freemont Management S.A. | 1,100 | $475.6K | 0.09% | −100−8.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,100 | $475.6K | 0.12% | −98−8.2% | Reduced |
| Maxi Investments CY Ltd | 1,100 | $476.0K | 0.10% | +1,100 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,103 | $476.9K | 0.06% | +1,103 | New |
| Van Diest Capital, LLC | 1,106 | $478.2K | 0.38% | +1,106 | New |
| Resonant Capital Advisors, LLC | 1,108 | $479.1K | 0.03% | +286+34.8% | Added |
| United Advisor Group, LLC | 1,111 | $480.5K | 0.06% | +661+146.9% | Added |
| Meridian Wealth Management, LLC | 1,117 | $482.9K | 0.02% | −25−2.2% | Reduced |
| RB Capital Management, LLC | 1,119 | $483.6K | 0.10% | −2,080−65.0% | Reduced |
| CM Wealth Advisors LLC | 1,124 | $486.0K | 0.10% | −102−8.3% | Reduced |
| HBW Advisory Services LLC | 1,127 | $487.3K | 0.05% | +388+52.5% | Added |
| Parcion Private Wealth LLC | 1,133 | $489.9K | 0.03% | +218+23.8% | Added |
| Wealthcare Advisory Partners LLC | 1,137 | $491.5K | 0.01% | +560+97.1% | Added |
| West Family Investments, Inc. | 1,138 | $492.0K | 0.17% | −157−12.1% | Reduced |
| Bridgewater Advisors Inc. | 1,324 | $492.1K | 0.03% | −317−19.3% | Reduced |
| Compagnie Lombard Odier SCmA | 1,140 | $492.9K | 0.01% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,140 | $493.0K | 0.04% | +327+40.2% | Added |
| SageView Advisory Group, LLC | 1,142 | $493.9K | 0.02% | +358+45.7% | Added |
| Values First Advisors, Inc. | 1,142 | $493.9K | 0.26% | +33+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 1,150 | $497.2K | 0.01% | −93−7.5% | Reduced |
| Magnus Financial Group LLC | 1,155 | $499.4K | 0.04% | −85−6.9% | Reduced |
| Beck Mack & Oliver LLC | 1,157 | $500.3K | 0.01% | +1,157 | New |
| Forefront Wealth Partners, LLC | 1,161 | $501.8K | 0.21% | +1,161 | New |
| Stegent Equity Advisors, Inc. | 1,163 | $502.9K | 0.43% | +434+59.5% | Added |
| Carmignac Gestion | 1,164 | $503.3K | 0.01% | −8,015−87.3% | Reduced |
| Waterloo Capital, L.P. | 1,164 | $503.4K | 0.04% | +69+6.3% | Added |
| Integrated Advisors Network LLC | 1,171 | $506.2K | 0.03% | +71+6.5% | Added |
| Spinnaker Trust | 1,171 | $506.3K | 0.03% | −100−7.9% | Reduced |
| Archford Capital Strategies, LLC | 1,173 | $507.2K | 0.06% | −291−19.9% | Reduced |
| Hardworking Capital Advisors, LLC | 1,176 | $508.5K | 0.48% | +370+45.9% | Added |
| Trueblood Wealth Management, LLC | 1,177 | $509.1K | 0.20% | −973−45.3% | Reduced |
| First National Trust Co | 1,194 | $516.3K | 0.02% | −70−5.5% | Reduced |
| Principle Wealth Partners LLC | 1,197 | $517.4K | 0.03% | −220−15.5% | Reduced |
| Essex Financial Services, Inc. | 1,205 | $520.8K | 0.03% | −200−14.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,205 | $521.1K | 0.16% | −59−4.7% | Reduced |
| DGS Capital Management, LLC | 1,209 | $522.5K | 0.09% | +244+25.3% | Added |
| Modern Wealth Management, LLC | 1,229 | $523.7K | 0.01% | −89−6.8% | Reduced |
| Tobam | 1,212 | $524.0K | 0.14% | +1,212 | New |
| North Star Investment Management Corp. | 1,218 | $526.6K | 0.03% | −9−0.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,219 | $526.9K | 0.14% | +39+3.3% | Added |
| Exencial Wealth Advisors, LLC | 1,221 | $527.8K | 0.02% | +195+19.0% | Added |
| Greenland Capital Management LP | 1,225 | $529.7K | 0.11% | −25−2.0% | Reduced |
| National Asset Management, Inc. | 1,235 | $529.8K | 0.03% | +121+10.9% | Added |
| Cardiff Park Advisors, LLC | 1,233 | $533.1K | 0.04% | +10+0.8% | Added |
| 71 West Capital Partners | 1,238 | $535.3K | 0.02% | −9−0.7% | Reduced |
| Canvas Wealth Advisors, LLC | 1,238 | $535.3K | 0.09% | +482+63.8% | Added |
| Tower Trust & Investment Co | 1,244 | $537.8K | 0.35% | +49+4.1% | Added |
| Vance Wealth, Inc. | 1,244 | $537.9K | 0.16% | +139+12.6% | Added |
| Act Wealth Management, LLC | 1,245 | $538.3K | 0.18% | −20−1.6% | Reduced |
| Spire Wealth Management | 1,248 | $539.6K | 0.02% | −3,117−71.4% | Reduced |
| Waycross Investment Management Co | 1,250 | $540.5K | 0.52% | +1,250 | New |
| HCR Wealth Advisors | 1,253 | $541.8K | 0.06% | +8+0.6% | Added |
| Boston Private Wealth LLC | 1,253 | $541.8K | 0.04% | −1,252−50.0% | Reduced |
| Alteri Wealth LLC | 1,254 | $542.1K | 0.18% | −26−2.0% | Reduced |
| Annex Advisory Services, LLC | 1,256 | $543.1K | 0.01% | +1,256 | New |
| Institute for Wealth Management, LLC. | 1,260 | $544.8K | 0.06% | +2+0.2% | Added |
| Monetary Management Group Inc | 1,260 | $544.8K | 0.13% | +610+93.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,269 | $548.7K | 0.02% | +23+1.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,269 | $548.7K | 0.02% | +1,269 | New |
| Waller Financial Planning Group, Inc | 1,272 | $550.1K | 0.12% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,274 | $550.9K | 0.08% | −33−2.5% | Reduced |
| Heritage Trust Co | 1,274 | $550.9K | 0.06% | +10+0.8% | Added |
| Parthenon LLC | 1,275 | $551.3K | 0.06% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,277 | $552.1K | 0.03% | +490+62.3% | Added |
| Davis Investment Partners, LLC | 1,280 | $553.4K | 0.20% | +1,280 | New |
| Abacus Wealth Partners, LLC | 1,286 | $556.0K | 0.05% | +241+23.1% | Added |
| Versant Capital Management, Inc | 1,286 | $556.3K | 0.05% | +329+34.4% | Added |
| Diversified Enterprises, LLC | 1,287 | $556.5K | 0.03% | −214−14.3% | Reduced |
| Boston Common Asset Management, LLC | 1,288 | $556.9K | 0.04% | −21,541−94.4% | Reduced |
| Navigation Group, LLC | 1,289 | $557.3K | 0.13% | +1,289 | New |
| Mesirow Financial Investment Management, Inc. | 1,289 | $557.5K | 0.01% | −18−1.4% | Reduced |
| WP Advisors, LLC | 1,291 | $558.2K | 0.14% | +726+128.5% | Added |
| Tred Avon Family Wealth, LLC | 1,296 | $560.4K | 0.19% | −22−1.7% | Reduced |
| Burney Co | 1,299 | $561.7K | 0.02% | −222−14.6% | Reduced |
| International Assets Investment Management, LLC | 1,320 | $562.0K | 0.04% | +579+78.1% | Added |
| Childress Capital Advisors, LLC | 1,300 | $562.4K | 0.10% | −1,100−45.8% | Reduced |
| Sentinus, LLC | 1,303 | $563.4K | 0.05% | +999+328.6% | Added |
| Worthington Financial Partners, LLC | 1,303 | $563.4K | 0.48% | +50+4.0% | Added |
| NBT Bank N A | 1,317 | $569.4K | 0.04% | −233−15.0% | Reduced |
| SBI Securities Co., Ltd. | 1,328 | $574.2K | 0.02% | +440+49.5% | Added |
| Harbor Group, Inc. | 1,332 | $576.0K | 0.08% | +3+0.2% | Added |
| Sovran Advisors, LLC | 1,486 | $577.4K | 0.05% | +166+12.6% | Added |
| Independent Financial Group, LLC | 1,339 | $579.0K | 0.01% | −17−1.3% | Reduced |
| Heritage Investors Management Corp | 1,338 | $579.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,341 | $579.9K | 0.23% | −20−1.5% | Reduced |
| Angeles Wealth Management, LLC | 1,344 | $581.2K | 0.03% | −2,884−68.2% | Reduced |
| TownSquare Capital, LLC | 1,349 | $583.3K | 0.13% | +53+4.1% | Added |
| RMR Wealth Builders | 1,350 | $583.7K | 0.05% | −2,415−64.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,350 | $584.0K | 0.40% | +12+0.9% | Added |
| Larson Financial Group LLC | 1,351 | $584.2K | 0.02% | +338+33.4% | Added |
| Bank of Nova Scotia Trust Co | 1,356 | $586.3K | 0.05% | +1,050+343.1% | Added |
| Heritage Family Offices, LLP | 1,360 | $588.0K | 0.26% | −306−18.4% | Reduced |
| 4WEALTH Advisors, Inc. | 1,371 | $588.3K | 0.50% | +397+40.8% | Added |
| Simplicity Wealth,LLC | 1,363 | $589.5K | 0.03% | +196+16.8% | Added |
| Donaldson Capital Management, LLC | 1,364 | $589.8K | 0.02% | −6,049−81.6% | Reduced |