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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,365 | $590.2K | 0.02% | −418−23.4% | Reduced |
| Nelson Capital Management, LLC | 1,365 | $590.2K | 0.07% | −300−18.0% | Reduced |
| Rare Wolf Capital LLC | 1,365 | $590.2K | 0.38% | +1,365 | New |
| Drive Wealth Management, LLC | 1,366 | $590.6K | 0.12% | −209−13.3% | Reduced |
| Coign Capital Advisors LLC | 1,367 | $591.1K | 0.31% | +439+47.3% | Added |
| Silver Lake Advisory, LLC | 1,368 | $591.5K | 0.23% | +1,368 | New |
| IHT Wealth Management, LLC | 1,373 | $593.6K | 0.01% | −331−19.4% | Reduced |
| Sargent Investment Group, LLC | 1,373 | $593.7K | 0.08% | −334−19.6% | Reduced |
| Advisors Capital Management, LLC | 1,386 | $599.3K | 0.01% | −241−14.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,400 | $605.3K | 0.14% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,403 | $606.8K | 0.40% | +80+6.0% | Added |
| Paradigm Financial Partners, LLC | 1,406 | $607.9K | 0.11% | −562−28.6% | Reduced |
| Barings LLC | 1,407 | $608.4K | 0.01% | −1,568−52.7% | Reduced |
| Park Capital Management, LLC | 1,409 | $609.2K | 0.59% | +103+7.9% | Added |
| Red Door Wealth Management, LLC | 1,413 | $610.9K | 0.06% | +347+32.6% | Added |
| Harbor Investment Advisory, LLC | 1,413 | $611.0K | 0.05% | +92+7.0% | Added |
| Simplify Asset Management Inc. | 1,416 | $612.3K | 0.01% | −52−3.5% | Reduced |
| Zacks Investment Management | 1,417 | $612.6K | 0.00% | −41,669−96.7% | Reduced |
| Camden Capital, LLC | 1,417 | $612.6K | 0.04% | +463+48.5% | Added |
| Congress Park Capital LLC | 1,420 | $614.0K | 0.19% | +465+48.7% | Added |
| Quotient Wealth Partners, LLC | 1,421 | $614.5K | 0.02% | −456−24.3% | Reduced |
| Oslo Pensjonsforsikring AS | 1,423 | $615.3K | 0.10% | +1,423 | New |
| Baker Avenue Asset Management, LP | 1,423 | $615.4K | 0.01% | +687+93.3% | Added |
| Verity & Verity, LLC | 1,428 | $617.4K | 0.05% | +217+17.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,430 | $618.3K | 0.15% | +12+0.8% | Added |
| Bull Harbor Capital LLC | 1,430 | $618.3K | 0.17% | +1,430 | New |
| Prota Financial, LLC | 1,431 | $618.7K | 0.45% | +687+92.3% | Added |
| Weatherly Asset Management L. P. | 1,433 | $619.7K | 0.05% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 1,439 | $622.3K | 0.64% | +124+9.4% | Added |
| Ellevest, Inc. | 1,446 | $625.2K | 0.09% | +58+4.2% | Added |
| Ancora Advisors, LLC | 1,452 | $627.9K | 0.01% | +129+9.8% | Added |
| Natural Investments, LLC | 1,454 | $628.0K | 0.15% | +104+7.7% | Added |
| Whalerock Point Partners, LLC | 1,456 | $629.5K | 0.12% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,461 | $631.7K | 0.04% | +1,461 | New |
| Focus Financial Network, Inc. | 1,470 | $635.6K | 0.02% | −575−28.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,475 | $637.9K | 0.09% | −118−7.4% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $642.5K | 0.19% | 00.0% | Unchanged |
| Range Advisory, LLC | 1,488 | $643.4K | 0.12% | +568+61.7% | Added |
| Palisades Hudson Asset Management, L.P. | 1,493 | $645.0K | 0.25% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,492 | $645.1K | 0.08% | +659+79.1% | Added |
| Evanson Asset Management, LLC | 1,493 | $645.5K | 0.04% | −237−13.7% | Reduced |
| Pictet & Cie (Europe) SA | 1,494 | $646.0K | 0.01% | +6+0.4% | Added |
| L2 Asset Management, LLC | 1,497 | $647.3K | 0.06% | +117+8.5% | Added |
| First Affirmative Financial Network | 1,497 | $647.4K | 0.25% | +1,497 | New |
| Robinhood Asset Management, LLC | 1,498 | $647.5K | 0.05% | −175−10.5% | Reduced |
| Palisade Capital Management LLC | 1,502 | $649.4K | 0.02% | −44−2.8% | Reduced |
| ZEGA Investments, LLC | 1,505 | $650.7K | 0.12% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,507 | $651.8K | 0.04% | −11−0.7% | Reduced |
| Curated Wealth Partners LLC | 1,512 | $653.8K | 0.08% | −194−11.4% | Reduced |
| Trust Point Inc. | 1,518 | $656.4K | 0.06% | −268−15.0% | Reduced |
| Aprio Wealth Management, LLC | 1,519 | $656.7K | 0.04% | +340+28.8% | Added |
| Smithfield Trust Co | 1,526 | $657.0K | 0.03% | +60+4.1% | Added |
| Southeast Asset Advisors Inc. | 1,523 | $658.5K | 0.07% | 00.0% | Unchanged |
| Hara Capital LLC | 1,530 | $661.5K | 0.33% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,548 | $668.0K | 0.01% | +48+3.2% | Added |
| Nixon Peabody Trust Co | 1,546 | $668.5K | 0.05% | −157−9.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,012 | $670.4K | 0.06% | +50+5.2% | Added |
| AustralianSuper Pty Ltd | 1,556 | $672.8K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,564 | $676.2K | 0.01% | −5,927−79.1% | Reduced |
| Fulcrum Asset Management LLP | 1,591 | $682.6K | 0.10% | +173+12.2% | Added |
| Chesley Taft & Associates LLC | 1,579 | $682.7K | 0.03% | −794−33.5% | Reduced |
| CNB Bank | 1,581 | $683.6K | 0.29% | −28−1.7% | Reduced |
| Biltmore Family Office, LLC | 1,584 | $684.9K | 0.10% | −2,829−64.1% | Reduced |
| Occudo Quantitative Strategies LP | 1,764 | $685.3K | 0.04% | +1,764 | New |
| Moors & Cabot, Inc. | 1,586 | $685.9K | 0.03% | +656+70.5% | Added |
| Barden Capital Management, Inc. | 1,587 | $686.2K | 0.59% | +59+3.9% | Added |
| Applied Finance Capital Management, LLC | 1,589 | $687.1K | 0.05% | −197−11.0% | Reduced |
| Crew Capital Management, Ltd. | 1,597 | $690.4K | 0.46% | −119−6.9% | Reduced |
| Evercore Wealth Management, LLC | 1,603 | $693.1K | 0.01% | +687+75.0% | Added |
| Applied Capital LLC | 1,604 | $693.5K | 0.50% | +1,604 | New |
| WBH Advisory Inc | 1,631 | $694.4K | 0.05% | +1+0.1% | Added |
| Regatta Capital Group, LLC | 1,612 | $696.9K | 0.11% | −95−5.6% | Reduced |
| Legacy Trust | 1,621 | $700.9K | 0.13% | −317−16.4% | Reduced |
| Red Spruce Capital, LLC | 1,621 | $700.9K | 0.29% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,623 | $701.8K | 0.01% | +303+23.0% | Added |
| Beverly Hills Private Wealth, LLC | 1,629 | $704.1K | 0.12% | +12+0.7% | Added |
| Capula Management Ltd | 1,630 | $704.8K | 0.01% | +1,480+986.7% | Added |
| Hallmark Capital Management Inc | 1,633 | $706.1K | 0.05% | +596+57.5% | Added |
| Cullinan Associates Inc | 1,635 | $706.9K | 0.06% | −1,010−38.2% | Reduced |
| Forbes J M & Co LLP | 1,635 | $706.9K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,636 | $707.4K | 0.07% | −379−18.8% | Reduced |
| Everest Management Corp. | 1,639 | $708.7K | 0.36% | +7+0.4% | Added |
| Anchyra Partners LLC | 1,652 | $714.3K | 0.22% | −416−20.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,672 | $723.0K | 0.12% | +585+53.8% | Added |
| Flputnam Investment Management Co | 1,676 | $724.7K | 0.01% | −12,277−88.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,680 | $726.0K | 0.15% | +77+4.8% | Added |
| CX Institutional | 1,681 | $727.0K | 0.02% | −9,727−85.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,683 | $727.7K | 0.05% | −385−18.6% | Reduced |
| Catalyst Financial Partners LLC | 1,684 | $728.1K | 0.09% | +396+30.7% | Added |
| Founders Financial Securities LLC | 2,019 | $730.3K | 0.04% | −319−13.6% | Reduced |
| Great Diamond Partners, LLC | 1,689 | $730.3K | 0.14% | −573−25.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,699 | $734.9K | 0.19% | +9+0.5% | Added |
| Marathon Trading Investment Management LLC | 1,700 | $735.0K | 0.22% | +1,700 | New |
| WBI Investments | 1,701 | $735.4K | 0.20% | +704+70.6% | Added |
| Millington Securities, LLC | 1,701 | $735.4K | 0.20% | +1,701 | New |
| Congress Asset Management Co | 1,708 | $738.5K | 0.01% | −1,346−44.1% | Reduced |
| Aviso Financial Inc. | 1,712 | $740.2K | 0.03% | +759+79.6% | Added |
| Kennon-Green & Company, LLC | 1,716 | $742.0K | 0.61% | +918+115.0% | Added |
| Positano Wealth Management Ltd | 1,729 | $747.6K | 0.55% | +1,729 | New |
| Destination Wealth Management | 1,729 | $747.7K | 0.02% | +30+1.8% | Added |