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 |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 1,421 | $614.5K | 0.02% | −456−24.3% | Reduced |
| Congress Park Capital LLC | 1,420 | $614.0K | 0.19% | +465+48.7% | Added |
| Camden Capital, LLC | 1,417 | $612.6K | 0.04% | +463+48.5% | Added |
| Zacks Investment Management | 1,417 | $612.6K | 0.00% | −41,669−96.7% | Reduced |
| Simplify Asset Management Inc. | 1,416 | $612.3K | 0.01% | −52−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,413 | $611.0K | 0.05% | +92+7.0% | Added |
| Red Door Wealth Management, LLC | 1,413 | $610.9K | 0.06% | +347+32.6% | Added |
| Park Capital Management, LLC | 1,409 | $609.2K | 0.59% | +103+7.9% | Added |
| Barings LLC | 1,407 | $608.4K | 0.01% | −1,568−52.7% | Reduced |
| Paradigm Financial Partners, LLC | 1,406 | $607.9K | 0.11% | −562−28.6% | Reduced |
| Cascade Investment Group, Inc. | 1,403 | $606.8K | 0.40% | +80+6.0% | Added |
| Paradigm Asset Management Co LLC | 1,400 | $605.3K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,386 | $599.3K | 0.01% | −241−14.8% | Reduced |
| Sargent Investment Group, LLC | 1,373 | $593.7K | 0.08% | −334−19.6% | Reduced |
| IHT Wealth Management, LLC | 1,373 | $593.6K | 0.01% | −331−19.4% | Reduced |
| Silver Lake Advisory, LLC | 1,368 | $591.5K | 0.23% | +1,368 | New |
| Coign Capital Advisors LLC | 1,367 | $591.1K | 0.31% | +439+47.3% | Added |
| Drive Wealth Management, LLC | 1,366 | $590.6K | 0.12% | −209−13.3% | Reduced |
| 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 |
| Donaldson Capital Management, LLC | 1,364 | $589.8K | 0.02% | −6,049−81.6% | Reduced |
| Simplicity Wealth,LLC | 1,363 | $589.5K | 0.03% | +196+16.8% | Added |
| 4WEALTH Advisors, Inc. | 1,371 | $588.3K | 0.50% | +397+40.8% | Added |
| Heritage Family Offices, LLP | 1,360 | $588.0K | 0.26% | −306−18.4% | Reduced |
| Bank of Nova Scotia Trust Co | 1,356 | $586.3K | 0.05% | +1,050+343.1% | Added |
| Larson Financial Group LLC | 1,351 | $584.2K | 0.02% | +338+33.4% | Added |
| Pinnacle West Asset Management, Inc. | 1,350 | $584.0K | 0.40% | +12+0.9% | Added |
| RMR Wealth Builders | 1,350 | $583.7K | 0.05% | −2,415−64.1% | Reduced |
| TownSquare Capital, LLC | 1,349 | $583.3K | 0.13% | +53+4.1% | Added |
| Angeles Wealth Management, LLC | 1,344 | $581.2K | 0.03% | −2,884−68.2% | Reduced |
| Garner Asset Management Corp | 1,341 | $579.9K | 0.23% | −20−1.5% | Reduced |
| Heritage Investors Management Corp | 1,338 | $579.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,339 | $579.0K | 0.01% | −17−1.3% | Reduced |
| Sovran Advisors, LLC | 1,486 | $577.4K | 0.05% | +166+12.6% | Added |
| Harbor Group, Inc. | 1,332 | $576.0K | 0.08% | +3+0.2% | Added |
| SBI Securities Co., Ltd. | 1,328 | $574.2K | 0.02% | +440+49.5% | Added |
| NBT Bank N A | 1,317 | $569.4K | 0.04% | −233−15.0% | Reduced |
| Worthington Financial Partners, LLC | 1,303 | $563.4K | 0.48% | +50+4.0% | Added |
| Sentinus, LLC | 1,303 | $563.4K | 0.05% | +999+328.6% | Added |
| Childress Capital Advisors, LLC | 1,300 | $562.4K | 0.10% | −1,100−45.8% | Reduced |
| International Assets Investment Management, LLC | 1,320 | $562.0K | 0.04% | +579+78.1% | Added |
| Burney Co | 1,299 | $561.7K | 0.02% | −222−14.6% | Reduced |
| Tred Avon Family Wealth, LLC | 1,296 | $560.4K | 0.19% | −22−1.7% | Reduced |
| WP Advisors, LLC | 1,291 | $558.2K | 0.14% | +726+128.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,289 | $557.5K | 0.01% | −18−1.4% | Reduced |
| Navigation Group, LLC | 1,289 | $557.3K | 0.13% | +1,289 | New |
| Boston Common Asset Management, LLC | 1,288 | $556.9K | 0.04% | −21,541−94.4% | Reduced |
| Diversified Enterprises, LLC | 1,287 | $556.5K | 0.03% | −214−14.3% | Reduced |
| Versant Capital Management, Inc | 1,286 | $556.3K | 0.05% | +329+34.4% | Added |
| Abacus Wealth Partners, LLC | 1,286 | $556.0K | 0.05% | +241+23.1% | Added |
| Davis Investment Partners, LLC | 1,280 | $553.4K | 0.20% | +1,280 | New |
| Cambria Investment Management, L.P. | 1,277 | $552.1K | 0.03% | +490+62.3% | Added |
| Parthenon LLC | 1,275 | $551.3K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 1,274 | $550.9K | 0.06% | +10+0.8% | Added |
| Gratus Wealth Advisors, LLC | 1,274 | $550.9K | 0.08% | −33−2.5% | Reduced |
| Waller Financial Planning Group, Inc | 1,272 | $550.1K | 0.12% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 1,269 | $548.7K | 0.02% | +1,269 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,269 | $548.7K | 0.02% | +23+1.8% | Added |
| Monetary Management Group Inc | 1,260 | $544.8K | 0.13% | +610+93.8% | Added |
| Institute for Wealth Management, LLC. | 1,260 | $544.8K | 0.06% | +2+0.2% | Added |
| Annex Advisory Services, LLC | 1,256 | $543.1K | 0.01% | +1,256 | New |
| Alteri Wealth LLC | 1,254 | $542.1K | 0.18% | −26−2.0% | Reduced |
| Boston Private Wealth LLC | 1,253 | $541.8K | 0.04% | −1,252−50.0% | Reduced |
| HCR Wealth Advisors | 1,253 | $541.8K | 0.06% | +8+0.6% | Added |
| Waycross Investment Management Co | 1,250 | $540.5K | 0.52% | +1,250 | New |
| Spire Wealth Management | 1,248 | $539.6K | 0.02% | −3,117−71.4% | Reduced |
| Act Wealth Management, LLC | 1,245 | $538.3K | 0.18% | −20−1.6% | Reduced |
| Vance Wealth, Inc. | 1,244 | $537.9K | 0.16% | +139+12.6% | Added |
| Tower Trust & Investment Co | 1,244 | $537.8K | 0.35% | +49+4.1% | 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 |
| Cardiff Park Advisors, LLC | 1,233 | $533.1K | 0.04% | +10+0.8% | Added |
| National Asset Management, Inc. | 1,235 | $529.8K | 0.03% | +121+10.9% | Added |
| Greenland Capital Management LP | 1,225 | $529.7K | 0.11% | −25−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 1,221 | $527.8K | 0.02% | +195+19.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,219 | $526.9K | 0.14% | +39+3.3% | Added |
| North Star Investment Management Corp. | 1,218 | $526.6K | 0.03% | −9−0.7% | Reduced |
| Tobam | 1,212 | $524.0K | 0.14% | +1,212 | New |
| Modern Wealth Management, LLC | 1,229 | $523.7K | 0.01% | −89−6.8% | Reduced |
| DGS Capital Management, LLC | 1,209 | $522.5K | 0.09% | +244+25.3% | Added |
| Hoxton Planning & Management, LLC | 1,205 | $521.1K | 0.16% | −59−4.7% | Reduced |
| Essex Financial Services, Inc. | 1,205 | $520.8K | 0.03% | −200−14.2% | Reduced |
| Principle Wealth Partners LLC | 1,197 | $517.4K | 0.03% | −220−15.5% | Reduced |
| First National Trust Co | 1,194 | $516.3K | 0.02% | −70−5.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,177 | $509.1K | 0.20% | −973−45.3% | Reduced |
| Hardworking Capital Advisors, LLC | 1,176 | $508.5K | 0.48% | +370+45.9% | Added |
| Archford Capital Strategies, LLC | 1,173 | $507.2K | 0.06% | −291−19.9% | Reduced |
| Spinnaker Trust | 1,171 | $506.3K | 0.03% | −100−7.9% | Reduced |
| Integrated Advisors Network LLC | 1,171 | $506.2K | 0.03% | +71+6.5% | Added |
| Waterloo Capital, L.P. | 1,164 | $503.4K | 0.04% | +69+6.3% | Added |
| Carmignac Gestion | 1,164 | $503.3K | 0.01% | −8,015−87.3% | Reduced |
| Stegent Equity Advisors, Inc. | 1,163 | $502.9K | 0.43% | +434+59.5% | Added |
| Forefront Wealth Partners, LLC | 1,161 | $501.8K | 0.21% | +1,161 | New |
| Beck Mack & Oliver LLC | 1,157 | $500.3K | 0.01% | +1,157 | New |
| Magnus Financial Group LLC | 1,155 | $499.4K | 0.04% | −85−6.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,150 | $497.2K | 0.01% | −93−7.5% | Reduced |
| Values First Advisors, Inc. | 1,142 | $493.9K | 0.26% | +33+3.0% | Added |
| SageView Advisory Group, LLC | 1,142 | $493.9K | 0.02% | +358+45.7% | Added |
| Leo Wealth, LLC | 1,140 | $493.0K | 0.04% | +327+40.2% | Added |