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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 1,140 | $492.9K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,324 | $492.1K | 0.03% | −317−19.3% | Reduced |
| West Family Investments, Inc. | 1,138 | $492.0K | 0.17% | −157−12.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,137 | $491.5K | 0.01% | +560+97.1% | Added |
| Parcion Private Wealth LLC | 1,133 | $489.9K | 0.03% | +218+23.8% | Added |
| HBW Advisory Services LLC | 1,127 | $487.3K | 0.05% | +388+52.5% | Added |
| CM Wealth Advisors LLC | 1,124 | $486.0K | 0.10% | −102−8.3% | Reduced |
| RB Capital Management, LLC | 1,119 | $483.6K | 0.10% | −2,080−65.0% | Reduced |
| Meridian Wealth Management, LLC | 1,117 | $482.9K | 0.02% | −25−2.2% | Reduced |
| United Advisor Group, LLC | 1,111 | $480.5K | 0.06% | +661+146.9% | Added |
| Resonant Capital Advisors, LLC | 1,108 | $479.1K | 0.03% | +286+34.8% | Added |
| Van Diest Capital, LLC | 1,106 | $478.2K | 0.38% | +1,106 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,103 | $476.9K | 0.06% | +1,103 | New |
| Maxi Investments CY Ltd | 1,100 | $476.0K | 0.10% | +1,100 | New |
| Freemont Management S.A. | 1,100 | $475.6K | 0.09% | −100−8.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,100 | $475.6K | 0.12% | −98−8.2% | Reduced |
| New Hampshire Trust | 1,094 | $473.0K | 0.10% | −65−5.6% | Reduced |
| Verdence Capital Advisors LLC | 1,093 | $472.7K | 0.03% | −373−25.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,092 | $472.3K | 0.03% | −69−5.9% | Reduced |
| TrueWealth Financial Partners | 1,090 | $471.3K | 0.19% | +1,090 | New |
| American Trust | 1,089 | $470.9K | 0.04% | +11+1.0% | Added |
| Sym Financial Corp | 1,089 | $470.9K | 0.05% | +57+5.5% | Added |
| Alta Advisers Ltd | 1,088 | $470.4K | 0.17% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,084 | $468.8K | 0.06% | −8−0.7% | Reduced |
| Parkside Financial Bank & Trust | 1,084 | $468.7K | 0.04% | −133−10.9% | Reduced |
| Family Management Corp | 1,082 | $467.8K | 0.06% | −3,950−78.5% | Reduced |
| PFC Capital Group, Inc. | 1,075 | $464.0K | 0.20% | −50−4.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,069 | $462.0K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,066 | $461.0K | 0.01% | +424+66.0% | Added |
| Sage Private Wealth Group, LLC | 1,065 | $460.6K | 0.23% | +263+32.8% | Added |
| Brucke Financial, Inc. | 1,064 | $460.1K | 0.23% | +116+12.2% | Added |
| Kathmere Capital Management, LLC | 1,058 | $457.5K | 0.03% | +215+25.5% | Added |
| Everpar Advisors LLC | 1,051 | $454.4K | 0.16% | +90+9.4% | Added |
| Heritage Wealth Advisors | 1,050 | $454.2K | 0.02% | +38+3.8% | Added |
| Advisor OS, LLC | 1,043 | $451.2K | 0.03% | −1,085−51.0% | Reduced |
| Andrews Advisory Associates, LLC | 1,037 | $448.4K | 0.24% | +297+40.1% | Added |
| Wharton Business Group, LLC | 1,035 | $447.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,034 | $447.1K | 0.03% | −826−44.4% | Reduced |
| Thrive Wealth Management, LLC | 1,031 | $445.9K | 0.07% | −489−32.2% | Reduced |
| J. R. Prunier Capital Management LLC | 1,030 | $445.4K | 0.19% | −920−47.2% | Reduced |
| Eagle Wealth Advisors LLC | 1,030 | $445.4K | 0.41% | +119+13.1% | Added |
| Prosperity Consulting Group, LLC | 1,026 | $443.6K | 0.02% | +79+8.3% | Added |
| Reynders McVeigh Capital Management, LLC | 1,026 | $443.0K | 0.02% | −17−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 1,016 | $439.4K | 0.05% | +252+33.0% | Added |
| Gateway Wealth Partners, LLC | 1,015 | $438.9K | 0.02% | +1,015 | New |
| Trevian Wealth Management LLC | 1,011 | $437.1K | 0.22% | −3−0.3% | Reduced |
| Unify Financial Advisors | 1,010 | $436.7K | 0.45% | +201+24.8% | Added |
| Regent Peak Wealth Advisors LLC | 1,010 | $436.6K | 0.09% | −94−8.5% | Reduced |
| Orrstown Financial Services Inc | 1,008 | $435.8K | 0.07% | −81−7.4% | Reduced |
| BDFS Capital LLC | 1,006 | $434.9K | 0.21% | +72+7.7% | Added |
| Capital Investment Advisory Services, LLC | 1,002 | $433.2K | 0.03% | −7−0.7% | Reduced |
| Interchange Capital Partners, LLC | 720 | $433.0K | 0.14% | −278−27.9% | Reduced |
| Wellspring Financial Advisors, LLC | 1,001 | $432.8K | 0.03% | +115+13.0% | Added |
| RBF Capital, LLC | 1,000 | $432.4K | 0.02% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 1,000 | $432.4K | 0.04% | +1,000 | New |
| Caerus Investment Advisors, LLC | 995 | $430.2K | 0.18% | +550+123.6% | Added |
| Gross & Hartman Investments LLC | 992 | $428.9K | 0.22% | +992 | New |
| Atlantic Trust, LLC | 989 | $427.8K | 0.07% | −58−5.5% | Reduced |
| Investors Research Corp | 977 | $422.4K | 0.08% | +977 | New |
| Maridea Wealth Management LLC | 977 | $422.4K | 0.06% | +977 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 976 | $422.0K | 0.19% | +84+9.4% | Added |
| 1st Source Bank | 975 | $421.6K | 0.02% | +37+3.9% | Added |
| Michael B. Yongue | 974 | $421.1K | 0.31% | +118+13.8% | Added |
| Leavell Investment Management, Inc. | 971 | $419.9K | 0.02% | −106−9.8% | Reduced |
| Oxford Financial Group Ltd | 970 | $419.3K | 0.02% | −43−4.2% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $419.0K | 0.06% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 969 | $419.0K | 0.07% | +1+0.1% | Added |
| Trust Co of Toledo NA | 969 | $419.0K | 0.04% | +64+7.1% | Added |
| Ameritas Advisory Services, LLC | 964 | $416.8K | 0.02% | +61+6.8% | Added |
| Avidian Wealth Solutions, LLC | 963 | $416.6K | 0.01% | +332+52.6% | Added |
| Garden State Investment Advisory Services LLC | 960 | $416.3K | 0.10% | −271−22.0% | Reduced |
| Golden State Equity Partners | 962 | $416.2K | 0.03% | +298+44.9% | Added |
| Tiemann Investment Advisors, LLC | 962 | $415.9K | 0.16% | +55+6.1% | Added |
| Plimoth Trust Co LLC | 961 | $415.5K | 0.09% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 957 | $413.8K | 0.29% | +957 | New |
| Horizon Family Wealth, Inc. | 957 | $413.7K | 0.22% | +9+0.9% | Added |
| BlueSky Wealth Advisors, LLC | 955 | $412.9K | 0.05% | +189+24.7% | Added |
| Burke & Herbert Bank & Trust Co | 955 | $412.9K | 0.11% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 952 | $411.6K | 0.21% | +10+1.1% | Added |
| Precision Wealth Strategies, LLC | 945 | $408.6K | 0.14% | −166−14.9% | Reduced |
| Portfolio Design Labs, LLC | 945 | $408.6K | 0.07% | +515+119.8% | Added |
| Van Hulzen Asset Management, LLC | 942 | $407.5K | 0.03% | −110−10.5% | Reduced |
| Founders Financial Alliance, LLC | 937 | $405.2K | 0.07% | −32−3.3% | Reduced |
| Gradient Capital Advisors, LLC | 932 | $402.9K | 0.10% | −394−29.7% | Reduced |
| 49 Wealth Management, LLC | 925 | $400.1K | 0.03% | +480+107.9% | Added |
| Hilton Head Capital Partners, LLC | 923 | $399.1K | 0.23% | +18+2.0% | Added |
| Rehmann Capital Advisory Group | 921 | $398.3K | 0.02% | −215−18.9% | Reduced |
| Connecticut Wealth Management, LLC | 919 | $397.4K | 0.02% | −230−20.0% | Reduced |
| Grove Bank & Trust | 918 | $396.9K | 0.04% | −447−32.7% | Reduced |
| Charter Oak Capital Management, LLC | 918 | $396.9K | 0.03% | +3+0.3% | Added |
| Bell Investment Advisors, Inc | 917 | $396.5K | 0.06% | −45−4.7% | Reduced |
| Defiance ETFs, LLC | 914 | $395.2K | 0.01% | +914 | New |
| Betterment LLC | 908 | $393.0K | 0.00% | +124+15.8% | Added |
| Aventura Private Wealth, LLC | 906 | $391.7K | 0.14% | −84−8.5% | Reduced |
| Godsey & Gibb Associates | 905 | $391.3K | 0.03% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $390.9K | 0.11% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 903 | $390.4K | 0.16% | +31+3.6% | Added |
| Okabena Investment Services Inc | 900 | $389.1K | 0.07% | −937−51.0% | Reduced |
| PenderFund Capital Management Ltd. | 900 | $389.1K | 0.06% | +900 | New |
| Pettee Investors, Inc. | 1,001 | $388.9K | 0.20% | 00.0% | Unchanged |