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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2,762 | $1.09M | 0.02% | +82+3.1% | Added |
| NorthRock Partners, LLC | 2,531 | $1.09M | 0.02% | +1,803+247.7% | Added |
| GLOBALT Investments LLC | 2,529 | $1.09M | 0.04% | +36+1.4% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,521 | $1.09M | 0.81% | +2,521 | New |
| Lord, Abbett & Co. LLC | 2,511 | $1.09M | 0.00% | −674−21.2% | Reduced |
| Capital Investment Advisors, LLC | 2,508 | $1.08M | 0.02% | +614+32.4% | Added |
| Legal Advantage Investments, Inc. | 2,500 | $1.08M | 0.56% | −2,265−47.5% | Reduced |
| Group One Trading, L.P. | 2,462 | $1.06M | 0.04% | +1,631+196.3% | Added |
| Barr E S & Co | 2,458 | $1.06M | 0.06% | +850+52.9% | Added |
| Roberts Glore & Co Inc | 2,455 | $1.06M | 0.29% | +20+0.8% | Added |
| Groupama Asset Managment | 2,431 | $1.05M | 0.02% | −1,115−31.4% | Reduced |
| Boston Family Office LLC | 2,431 | $1.05M | 0.07% | +256+11.8% | Added |
| Alpha Family Trust | 2,425 | $1.05M | 0.51% | +275+12.8% | Added |
| Resources Investment Advisors, LLC. | 2,400 | $1.04M | 0.01% | −3,129−56.6% | Reduced |
| Churchill Financial Advisors, LLC | 2,396 | $1.04M | 0.22% | −504−17.4% | Reduced |
| Crescent Sterling, Ltd. | 2,388 | $1.03M | 1.00% | +638+36.5% | Added |
| Transcend Wealth Collective, LLC | 2,385 | $1.03M | 0.08% | +446+23.0% | Added |
| Lafayette Investments, Inc. | 2,366 | $1.02M | 0.21% | +1,668+239.0% | Added |
| Goelzer Investment Management, Inc. | 2,363 | $1.02M | 0.05% | +160+7.3% | Added |
| Peak Asset Management, LLC | 2,351 | $1.02M | 0.18% | +6+0.3% | Added |
| Symphony Financial, Ltd. Co. | 2,366 | $1.01M | 0.13% | +625+35.9% | Added |
| Pacific Capital Partners Ltd | 2,332 | $1.01M | 0.99% | +2,332 | New |
| Intesa Sanpaolo S.p.A. | 2,322 | $1.00M | 0.06% | −2,150−48.1% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,304 | $996.2K | 0.18% | −61−2.6% | Reduced |
| Brevan Howard Capital Management LP | 2,304 | $996.2K | 0.01% | +1,287+126.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,303 | $995.8K | 0.02% | +4+0.2% | Added |
| Capital & Planning, LLC | 2,296 | $992.9K | 0.60% | +2,296 | New |
| Cooper Financial Group | 2,293 | $991.4K | 0.10% | +288+14.4% | Added |
| McRae Capital Management Inc | 2,292 | $991.2K | 0.21% | +100+4.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 2,286 | $988.4K | 0.88% | +2,286 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,279 | $985.4K | 0.05% | −536−19.0% | Reduced |
| We Are One Seven, LLC | 2,266 | $979.8K | 0.02% | +420+22.8% | Added |
| Permanens Capital L.P. | 2,251 | $973.3K | 0.13% | +1,337+146.3% | Added |
| Modera Wealth Management, LLC | 2,237 | $967.1K | 0.01% | −423−15.9% | Reduced |
| Gryphon Financial Partners LLC | 2,233 | $965.5K | 0.10% | +878+64.8% | Added |
| Atom Investors LP | 2,232 | $965.1K | 0.07% | +2,232 | New |
| Avantax Planning Partners, Inc. | 2,230 | $964.4K | 0.03% | +681+44.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,226 | $962.4K | 0.05% | −412−15.6% | Reduced |
| Essex Investment Management Co LLC | 2,215 | $957.7K | 0.15% | −1,214−35.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,212 | $956.4K | 0.01% | +689+45.2% | Added |
| Legacy Capital Group California, Inc. | 2,210 | $955.5K | 0.36% | +764+52.8% | Added |
| Davidson Capital Management Inc. | 2,198 | $950.4K | 0.17% | −2,964−57.4% | Reduced |
| Level Four Advisory Services, LLC | 2,193 | $948.5K | 0.03% | +479+27.9% | Added |
| Accretive Wealth Partners, LLC | 2,190 | $946.8K | 0.27% | +36+1.7% | Added |
| StoneX Group Inc. | 2,178 | $941.9K | 0.05% | −158−6.8% | Reduced |
| St. Louis Trust Co | 2,173 | $939.6K | 0.11% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,166 | $936.7K | 0.04% | +871+67.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,166 | $936.5K | 0.03% | −54−2.4% | Reduced |
| Smith, Salley & Associates | 2,156 | $932.4K | 0.05% | −5−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 2,157 | $932.0K | 0.06% | −92−4.1% | Reduced |
| Verde Capital Management | 2,152 | $930.9K | 0.20% | +314+17.1% | Added |
| Intrust Bank NA | 2,150 | $929.6K | 0.08% | +132+6.5% | Added |
| Flagship Harbor Advisors, LLC | 2,139 | $924.7K | 0.04% | +661+44.7% | Added |
| Novare Capital Management LLC | 2,136 | $923.5K | 0.07% | −448−17.3% | Reduced |
| Arkadios Wealth Advisors | 2,131 | $921.2K | 0.02% | −238−10.0% | Reduced |
| Evolve Private Wealth, LLC | 2,114 | $914.1K | 0.05% | +929+78.4% | Added |
| Quintet Private Bank (Europe) S.A. | 2,110 | $912.3K | 0.06% | −150−6.6% | Reduced |
| United Bank | 2,105 | $910.2K | 0.30% | +458+27.8% | Added |
| Sowell Financial Services LLC | 2,105 | $910.0K | 0.03% | +304+16.9% | Added |
| Liberty Wealth Management LLC | 2,090 | $903.7K | 0.11% | +88+4.4% | Added |
| Tiaa Trust, National Association | 2,071 | $895.5K | 0.05% | −33,885−94.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,050 | $886.9K | 0.03% | +619+43.3% | Added |
| Summit Global Investments | 2,045 | $884.0K | 0.05% | −130−6.0% | Reduced |
| Duncker Streett & Co Inc | 2,032 | $878.6K | 0.17% | −315−13.4% | Reduced |
| Victory Financial Group, LLC | 2,029 | $877.3K | 0.11% | +1,598+370.8% | Added |
| Mirador Capital Partners LP | 2,023 | $874.7K | 0.12% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,022 | $874.3K | 0.36% | +2,022 | New |
| United Asset Strategies, Inc. | 2,021 | $873.9K | 0.07% | −15−0.7% | Reduced |
| Summit Financial, LLC | 2,019 | $872.8K | 0.01% | −1,588−44.0% | Reduced |
| Money Concepts Capital Corp | 2,017 | $872.2K | 0.05% | +447+28.5% | Added |
| Convergence Financial, LLC | 2,013 | $870.5K | 0.09% | +140+7.5% | Added |
| Inscription Capital, LLC | 2,007 | $867.9K | 0.09% | +333+19.9% | Added |
| RiverPark Advisors, LLC | 2,001 | $865.2K | 0.31% | +127+6.8% | Added |
| Cito Capital Group, LLC | 2,000 | $865.0K | 0.27% | +200+11.1% | Added |
| Riverwater Partners LLC | 2,000 | $864.8K | 0.29% | +1,421+245.4% | Added |
| Insigneo Advisory Services, LLC | 1,974 | $853.5K | 0.06% | −67−3.3% | Reduced |
| Mutual Advisors, LLC | 1,973 | $852.9K | 0.02% | +126+6.8% | Added |
| BAM Wealth Management, LLC | 1,970 | $851.8K | 0.64% | +118+6.4% | Added |
| GTS Securities LLC | 1,963 | $848.8K | 0.03% | −985−33.4% | Reduced |
| Hilltop Holdings Inc. | 1,955 | $845.3K | 0.08% | −3,716−65.5% | Reduced |
| Old Port Advisors | 1,953 | $844.4K | 0.19% | +74+3.9% | Added |
| BNP Paribas | 1,959 | $843.2K | 0.03% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,949 | $842.9K | 0.50% | −205−9.5% | Reduced |
| Wealth Alliance | 1,949 | $842.8K | 0.08% | −392−16.7% | Reduced |
| Unique Wealth, LLC | 1,949 | $842.7K | 0.12% | −2,083−51.7% | Reduced |
| Valeo Financial Advisors, LLC | 1,945 | $840.7K | 0.02% | −850−30.4% | Reduced |
| Worldquant Millennium Advisors LLC | 1,944 | $840.5K | 0.00% | +1,944 | New |
| RFG Advisory, LLC | 1,923 | $831.3K | 0.02% | +541+39.1% | Added |
| Adelphi Trust Co | 1,898 | $820.7K | 0.67% | −413−17.9% | Reduced |
| Dara Capital US, Inc. | 1,892 | $818.1K | 0.78% | +55+3.0% | Added |
| Papamarkou Wellner Asset Management inc. | 1,889 | $816.8K | 0.50% | −636−25.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,888 | $816.3K | 0.23% | +988+109.8% | Added |
| Ahara Advisors LLC | 1,884 | $814.6K | 0.68% | +1,884 | New |
| Ramirez Asset Management, Inc. | 1,883 | $814.2K | 0.10% | +3+0.2% | Added |
| Quadcap Wealth Management, LLC | 1,870 | $808.6K | 0.09% | −20−1.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,858 | $803.3K | 0.32% | −201−9.8% | Reduced |
| ICW Investment Advisors LLC | 1,840 | $795.5K | 0.29% | +129+7.5% | Added |
| Stableford Capital II LLC | 1,834 | $793.0K | 0.29% | +1,834 | New |
| Zhang Financial LLC | 1,833 | $792.5K | 0.03% | −121−6.2% | Reduced |
| PCM Encore, LLC | 1,823 | $788.2K | 0.16% | +48+2.7% | Added |