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
- −210 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
- 433
- 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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 1,811 | $782.8K | 0.10% | −114−5.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,789 | $773.5K | 0.26% | +117+7.0% | Added |
| Doliver Advisors, LP | 1,782 | $770.5K | 0.18% | +1,782 | New |
| Gladstone Institutional Advisory LLC | 1,777 | $768.3K | 0.03% | −651−26.8% | Reduced |
| Quent Capital, LLC | 1,772 | $766.1K | 0.05% | −491−21.7% | Reduced |
| Rothschild Investment LLC | 1,770 | $765.5K | 0.04% | +1,152+186.4% | Added |
| Legato Capital Management LLC | 1,770 | $765.3K | 0.07% | −441−19.9% | Reduced |
| Jump Financial, LLC | 1,765 | $763.2K | 0.01% | −1,393−44.1% | Reduced |
| Balentine LLC | 1,764 | $762.7K | 0.03% | +1,103+166.9% | Added |
| CVFG LLC | 1,764 | $762.7K | 0.09% | −95−5.1% | Reduced |
| LifeGoal Wealth Advisors | 1,790 | $762.3K | 0.44% | +1,790 | New |
| Legacy Capital Wealth Partners, LLC | 1,751 | $757.3K | 0.16% | +333+23.5% | Added |
| TCG Advisory Services, LLC | 1,748 | $755.9K | 0.02% | +371+26.9% | Added |
| Wealthspire Advisors, LLC | 1,746 | $754.9K | 0.01% | −2,773−61.4% | Reduced |
| Account Management LLC | 1,745 | $754.5K | 0.83% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,743 | $753.6K | 0.05% | +819+88.6% | Added |
| Cove Private Wealth, LLC | 1,740 | $752.3K | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 1,735 | $750.2K | 0.03% | −606−25.9% | Reduced |
| Malaga Cove Capital, LLC | 1,733 | $749.3K | 0.27% | +632+57.4% | Added |
| Kingsview Wealth Management, LLC | 1,732 | $748.7K | 0.01% | +144+9.1% | Added |
| PDS Planning, Inc | 1,730 | $748.0K | 0.05% | +22+1.3% | Added |
| Destination Wealth Management | 1,729 | $747.7K | 0.02% | +30+1.8% | Added |
| Positano Wealth Management Ltd | 1,729 | $747.6K | 0.55% | +1,729 | New |
| Kennon-Green & Company, LLC | 1,716 | $742.0K | 0.61% | +918+115.0% | Added |
| Aviso Financial Inc. | 1,712 | $740.2K | 0.03% | +759+79.6% | Added |
| Congress Asset Management Co | 1,708 | $738.5K | 0.01% | −1,346−44.1% | Reduced |
| WBI Investments | 1,701 | $735.4K | 0.20% | +704+70.6% | Added |
| Millington Securities, LLC | 1,701 | $735.4K | 0.20% | +1,701 | New |
| Marathon Trading Investment Management LLC | 1,700 | $735.0K | 0.22% | +1,700 | New |
| Cary Street Partner Investment Advisory LLC | 1,699 | $734.9K | 0.19% | +9+0.5% | Added |
| Great Diamond Partners, LLC | 1,689 | $730.3K | 0.14% | −573−25.3% | Reduced |
| Founders Financial Securities LLC | 2,019 | $730.3K | 0.04% | −319−13.6% | Reduced |
| Catalyst Financial Partners LLC | 1,684 | $728.1K | 0.09% | +396+30.7% | Added |
| Fidelis Capital Partners, LLC | 1,683 | $727.7K | 0.05% | −385−18.6% | Reduced |
| CX Institutional | 1,681 | $727.0K | 0.02% | −9,727−85.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,680 | $726.0K | 0.15% | +77+4.8% | Added |
| Flputnam Investment Management Co | 1,676 | $724.7K | 0.01% | −12,277−88.0% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,672 | $723.0K | 0.12% | +585+53.8% | Added |
| Anchyra Partners LLC | 1,652 | $714.3K | 0.22% | −416−20.1% | Reduced |
| Everest Management Corp. | 1,639 | $708.7K | 0.36% | +7+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,636 | $707.4K | 0.07% | −379−18.8% | Reduced |
| 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 |
| Hallmark Capital Management Inc | 1,633 | $706.1K | 0.05% | +596+57.5% | Added |
| Capula Management Ltd | 1,630 | $704.8K | 0.01% | +1,480+986.7% | Added |
| Beverly Hills Private Wealth, LLC | 1,629 | $704.1K | 0.12% | +12+0.7% | Added |
| Pure Financial Advisors, Inc. | 1,623 | $701.8K | 0.01% | +303+23.0% | Added |
| 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 |
| Regatta Capital Group, LLC | 1,612 | $696.9K | 0.11% | −95−5.6% | Reduced |
| WBH Advisory Inc | 1,631 | $694.4K | 0.05% | +1+0.1% | Added |
| Applied Capital LLC | 1,604 | $693.5K | 0.50% | +1,604 | New |
| Evercore Wealth Management, LLC | 1,603 | $693.1K | 0.01% | +687+75.0% | Added |
| Crew Capital Management, Ltd. | 1,597 | $690.4K | 0.46% | −119−6.9% | Reduced |
| Applied Finance Capital Management, LLC | 1,589 | $687.1K | 0.05% | −197−11.0% | Reduced |
| Barden Capital Management, Inc. | 1,587 | $686.2K | 0.59% | +59+3.9% | Added |
| Moors & Cabot, Inc. | 1,586 | $685.9K | 0.03% | +656+70.5% | Added |
| Occudo Quantitative Strategies LP | 1,764 | $685.3K | 0.04% | +1,764 | New |
| Biltmore Family Office, LLC | 1,584 | $684.9K | 0.10% | −2,829−64.1% | Reduced |
| CNB Bank | 1,581 | $683.6K | 0.29% | −28−1.7% | Reduced |
| Chesley Taft & Associates LLC | 1,579 | $682.7K | 0.03% | −794−33.5% | Reduced |
| Fulcrum Asset Management LLP | 1,591 | $682.6K | 0.10% | +173+12.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,564 | $676.2K | 0.01% | −5,927−79.1% | Reduced |
| AustralianSuper Pty Ltd | 1,556 | $672.8K | 0.00% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 1,012 | $670.4K | 0.06% | +50+5.2% | Added |
| Nixon Peabody Trust Co | 1,546 | $668.5K | 0.05% | −157−9.2% | Reduced |
| Penserra Capital Management LLC | 1,548 | $668.0K | 0.01% | +48+3.2% | Added |
| Hara Capital LLC | 1,530 | $661.5K | 0.33% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,523 | $658.5K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,526 | $657.0K | 0.03% | +60+4.1% | Added |
| Aprio Wealth Management, LLC | 1,519 | $656.7K | 0.04% | +340+28.8% | Added |
| Trust Point Inc. | 1,518 | $656.4K | 0.06% | −268−15.0% | Reduced |
| Curated Wealth Partners LLC | 1,512 | $653.8K | 0.08% | −194−11.4% | Reduced |
| Soltis Investment Advisors LLC | 1,507 | $651.8K | 0.04% | −11−0.7% | Reduced |
| ZEGA Investments, LLC | 1,505 | $650.7K | 0.12% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,502 | $649.4K | 0.02% | −44−2.8% | Reduced |
| Robinhood Asset Management, LLC | 1,498 | $647.5K | 0.05% | −175−10.5% | Reduced |
| First Affirmative Financial Network | 1,497 | $647.4K | 0.25% | +1,497 | New |
| L2 Asset Management, LLC | 1,497 | $647.3K | 0.06% | +117+8.5% | Added |
| Pictet & Cie (Europe) SA | 1,494 | $646.0K | 0.01% | +6+0.4% | Added |
| Evanson Asset Management, LLC | 1,493 | $645.5K | 0.04% | −237−13.7% | Reduced |
| Kera Capital Partners, Inc. | 1,492 | $645.1K | 0.08% | +659+79.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,493 | $645.0K | 0.25% | 00.0% | Unchanged |
| Range Advisory, LLC | 1,488 | $643.4K | 0.12% | +568+61.7% | Added |
| Van Strum & Towne Inc. | 1,486 | $642.5K | 0.19% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,475 | $637.9K | 0.09% | −118−7.4% | Reduced |
| Focus Financial Network, Inc. | 1,470 | $635.6K | 0.02% | −575−28.1% | Reduced |
| Waddell & Associates, LLC | 1,461 | $631.7K | 0.04% | +1,461 | New |
| Whalerock Point Partners, LLC | 1,456 | $629.5K | 0.12% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,454 | $628.0K | 0.15% | +104+7.7% | Added |
| Ancora Advisors, LLC | 1,452 | $627.9K | 0.01% | +129+9.8% | Added |
| Ellevest, Inc. | 1,446 | $625.2K | 0.09% | +58+4.2% | Added |
| Advisory Advocates, LLC | 1,439 | $622.3K | 0.64% | +124+9.4% | Added |
| Weatherly Asset Management L. P. | 1,433 | $619.7K | 0.05% | 00.0% | Unchanged |
| Prota Financial, LLC | 1,431 | $618.7K | 0.45% | +687+92.3% | Added |
| Bull Harbor Capital LLC | 1,430 | $618.3K | 0.17% | +1,430 | New |
| Brown, Lisle/Cummings, Inc. | 1,430 | $618.3K | 0.15% | +12+0.8% | Added |
| Verity & Verity, LLC | 1,428 | $617.4K | 0.05% | +217+17.9% | Added |
| Baker Avenue Asset Management, LP | 1,423 | $615.4K | 0.01% | +687+93.3% | Added |
| Oslo Pensjonsforsikring AS | 1,423 | $615.3K | 0.10% | +1,423 | New |