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 |
|---|---|---|---|---|---|
| GAM Holding AG | 3,584 | $1.55M | 0.14% | −9,318−72.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,582 | $1.55M | 1.33% | +1,615+82.1% | Added |
| Citizens National Bank Trust Department | 3,576 | $1.55M | 0.26% | +1,223+52.0% | Added |
| Central Pacific Bank - Trust Division | 3,568 | $1.54M | 0.20% | −53−1.5% | Reduced |
| Altrafin AG | 3,559 | $1.54M | 0.53% | −441−11.0% | Reduced |
| Spears Abacus Advisors LLC | 3,535 | $1.53M | 0.03% | −333−8.6% | Reduced |
| Fred Alger Management, LLC | 3,530 | $1.53M | 0.01% | +3,530 | New |
| Ascent Group, LLC | 3,500 | $1.51M | 0.05% | −537−13.3% | Reduced |
| BKD Wealth Advisors, LLC | 3,489 | $1.51M | 0.03% | +45+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,597 | $1.50M | 0.03% | +4+0.1% | Added |
| Empirical Asset Management, LLC | 3,462 | $1.50M | 0.40% | +3,123+921.2% | Added |
| AXS Investments LLC | 3,432 | $1.48M | 0.60% | −474−12.1% | Reduced |
| GM Advisory Group, Inc. | 3,368 | $1.46M | 0.06% | −15−0.4% | Reduced |
| Harrington Investments, INC | 3,350 | $1.45M | 0.76% | −1,459−30.3% | Reduced |
| Belpointe Asset Management LLC | 3,334 | $1.44M | 0.05% | +2,765+485.9% | Added |
| Elmwood Wealth Management, Inc. | 3,322 | $1.44M | 0.40% | +846+34.2% | Added |
| Howard Capital Management Inc. | 3,302 | $1.43M | 0.02% | −4,474−57.5% | Reduced |
| Demars Financial Group, LLC | 3,290 | $1.42M | 0.47% | +3,290 | New |
| Scharf Investments, LLC | 3,286 | $1.42M | 0.04% | −1,846−36.0% | Reduced |
| Hillsdale Investment Management Inc. | 3,262 | $1.41M | 0.04% | −5,740−63.8% | Reduced |
| Fairfield, Bush & Co. | 3,261 | $1.41M | 0.78% | −138−4.1% | Reduced |
| Frank, Rimerman Advisors LLC | 3,256 | $1.41M | 0.09% | −2,169−40.0% | Reduced |
| Venturi Wealth Management, LLC | 3,236 | $1.40M | 0.06% | −236−6.8% | Reduced |
| Valmark Advisers, Inc. | 3,231 | $1.40M | 0.02% | −10−0.3% | Reduced |
| RiverFront Investment Group, LLC | 3,219 | $1.39M | 0.02% | +2,685+502.8% | Added |
| Icon Wealth Advisors, LLC | 3,517 | $1.39M | 0.09% | −675−16.1% | Reduced |
| Ellis Investment Partners, LLC | 3,208 | $1.39M | 0.24% | −127−3.8% | Reduced |
| Krilogy Financial LLC | 3,579 | $1.39M | 0.04% | −65−1.8% | Reduced |
| Premier Path Wealth Partners, LLC | 3,199 | $1.38M | 0.18% | +821+34.5% | Added |
| Caldwell Sutter Capital, Inc. | 3,194 | $1.38M | 0.56% | +24+0.8% | Added |
| Boston Trust Walden Corp | 3,179 | $1.37M | 0.01% | −130−3.9% | Reduced |
| Wedmont Private Capital | 3,515 | $1.37M | 0.04% | −940−21.1% | Reduced |
| Perpetual Ltd | 3,152 | $1.36M | 0.02% | −348−9.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,127 | $1.35M | 0.27% | −4,039−56.4% | Reduced |
| Valley National Advisers Inc | 3,127 | $1.35M | 0.17% | +65+2.1% | Added |
| Trust Asset Management LLC | 3,108 | $1.34M | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,105 | $1.34M | 0.19% | +422+15.7% | Added |
| Ofi Invest Asset Management | 3,323 | $1.34M | 0.02% | +1,812+119.9% | Added |
| Mather Group, LLC. | 3,094 | $1.34M | 0.01% | −2,462−44.3% | Reduced |
| RDA Financial Network | 3,077 | $1.33M | 0.33% | +3,077 | New |
| Stance Capital LLC | 3,074 | $1.33M | 0.64% | +1,006+48.6% | Added |
| Stock Yards Bank & Trust Co | 3,073 | $1.33M | 0.04% | −22−0.7% | Reduced |
| Strive Financial Group ,LLC | 3,053 | $1.32M | 0.70% | −203−6.2% | Reduced |
| L & S Advisors Inc | 3,013 | $1.30M | 0.16% | −2,683−47.1% | Reduced |
| HighVista Strategies LLC | 3,003 | $1.30M | 0.36% | +1,190+65.6% | Added |
| Cumberland Partners Ltd | 3,000 | $1.30M | 0.10% | −2,550−45.9% | Reduced |
| Ally Financial Inc. | 3,000 | $1.30M | 0.16% | +3,000 | New |
| Scratch Capital LLC | 2,982 | $1.29M | 0.74% | −143−4.6% | Reduced |
| Outfitter Financial LLC | 2,982 | $1.29M | 1.00% | −33−1.1% | Reduced |
| FSM Wealth Advisors, LLC | 2,974 | $1.29M | 0.17% | +125+4.4% | Added |
| 111 Capital | 2,969 | $1.28M | 0.32% | +1,799+153.8% | Added |
| Prime Capital Investment Advisors, LLC | 2,955 | $1.28M | 0.01% | −4,789−61.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,918 | $1.26M | 0.01% | +567+24.1% | Added |
| Qtron Investments LLC | 2,905 | $1.26M | 0.17% | +10.0% | Added |
| Old National Bancorp | 2,904 | $1.26M | 0.02% | −485−14.3% | Reduced |
| Evoke Wealth, LLC | 2,902 | $1.26M | 0.02% | −3,076−51.5% | Reduced |
| Western Wealth Management, LLC | 2,901 | $1.25M | 0.05% | +2,428+513.3% | Added |
| Monte Financial Group, LLC | 2,899 | $1.25M | 0.45% | +2,899 | New |
| Aaron Wealth Advisors | 2,894 | $1.25M | 0.07% | −1,357−31.9% | Reduced |
| Pinnacle Associates Ltd | 2,892 | $1.25M | 0.02% | −122−4.0% | Reduced |
| Naviter Wealth, LLC | 2,890 | $1.25M | 0.16% | −111−3.7% | Reduced |
| Sunstone Asset Management, L.P. | 2,880 | $1.25M | 1.47% | +2,880 | New |
| Abacus Planning Group, Inc. | 2,876 | $1.24M | 0.17% | −102−3.4% | Reduced |
| Norden Group LLC | 2,872 | $1.24M | 0.12% | −827−22.4% | Reduced |
| Precedent Wealth Partners, LLC | 2,862 | $1.24M | 0.25% | +505+21.4% | Added |
| Frec Markets, Inc. | 2,831 | $1.22M | 0.21% | +723+34.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,850 | $1.22M | 0.05% | −900−24.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,787 | $1.20M | 0.03% | −580−17.2% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,784 | $1.20M | 0.70% | +355+14.6% | Added |
| Journey Strategic Wealth LLC | 2,784 | $1.20M | 0.03% | +1,063+61.8% | Added |
| Anchor Investment Management, LLC | 2,769 | $1.20M | 0.10% | +136+5.2% | Added |
| Stiles Financial Services Inc | 2,768 | $1.20M | 0.37% | −233−7.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.18M | 0.11% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 2,730 | $1.18M | 0.55% | −65−2.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,729 | $1.18M | 0.01% | +122+4.7% | Added |
| Eads & Heald Wealth Management | 2,718 | $1.18M | 0.59% | −124−4.4% | Reduced |
| Credit Industriel Et Commercial | 2,716 | $1.17M | 0.19% | +2,391+735.7% | Added |
| Banque Pictet & Cie SA | 2,715 | $1.17M | 0.01% | −1,286−32.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,688 | $1.16M | 0.09% | −68−2.5% | Reduced |
| Tribridge Partners Financial LLC | 2,749 | $1.16M | 0.48% | +10.0% | Added |
| LGT Capital Partners Ltd. | 2,660 | $1.15M | 0.06% | −95,419−97.3% | Reduced |
| Circle Wealth Management, LLC | 2,657 | $1.15M | 0.02% | −586−18.1% | Reduced |
| Scissortail Wealth Management, LLC | 2,640 | $1.14M | 0.23% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,629 | $1.14M | 0.11% | +6+0.2% | Added |
| Correct Capital Wealth Management | 2,623 | $1.13M | 0.21% | +1,472+127.9% | Added |
| Citizens & Northern Corp | 2,621 | $1.13M | 0.28% | +620+31.0% | Added |
| Everhart Financial Group, Inc. | 2,616 | $1.13M | 0.10% | −1,644−38.6% | Reduced |
| PFG Advisors | 2,610 | $1.13M | 0.05% | −828−24.1% | Reduced |
| Clean Yield Group | 2,609 | $1.13M | 0.32% | −687−20.8% | Reduced |
| Cigna Investments Inc | 2,608 | $1.13M | 0.18% | −42−1.6% | Reduced |
| Gemmer Asset Management LLC | 2,604 | $1.13M | 0.09% | +84+3.3% | Added |
| XTX Topco Ltd | 2,600 | $1.12M | 0.02% | −57−2.1% | Reduced |
| Net Worth Advisory Group | 2,590 | $1.12M | 0.23% | −453−14.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,586 | $1.12M | 0.04% | −310−10.7% | Reduced |
| Family Legacy, Inc. | 2,584 | $1.12M | 0.34% | −4−0.2% | Reduced |
| Darwin Advisors, LLC | 2,574 | $1.11M | 0.35% | +749+41.0% | Added |
| Saturna Capital CORP | 2,568 | $1.11M | 0.02% | −5,647−68.7% | Reduced |
| Harbour Investments, Inc. | 2,563 | $1.11M | 0.02% | +465+22.2% | Added |
| Choate Investment Advisors | 2,562 | $1.11M | 0.02% | +57+2.3% | Added |
| First Citizens Bank & Trust Co | 2,545 | $1.10M | 0.02% | −94−3.6% | Reduced |