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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 898 | $388.4K | 0.02% | −17−1.9% | Reduced |
| Essential Partners LLC | 898 | $388.3K | 0.13% | +451+100.9% | Added |
| Formidable Asset Management, LLC | 897 | $387.8K | 0.06% | −32−3.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 896 | $387.4K | 0.03% | −6,000−87.0% | Reduced |
| Aigen Investment Management, LP | 896 | $387.4K | 0.10% | +896 | New |
| Great Lakes Advisors, LLC | 895 | $387.0K | 0.00% | −562−38.6% | Reduced |
| SmartHarvest Portfolios, LLC | 894 | $386.6K | 0.16% | −337−27.4% | Reduced |
| Caldwell Trust Co | 880 | $380.5K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 880 | $380.5K | 0.12% | +880 | New |
| Capital Performance Advisors LLP | 879 | $380.2K | 0.03% | +185+26.7% | Added |
| Freestone Capital Holdings, LLC | 879 | $380.1K | 0.01% | −551−38.5% | Reduced |
| Triad Wealth Partners, LLC | 878 | $379.4K | 0.03% | +111+14.5% | Added |
| Abel Hall, LLC | 876 | $378.8K | 0.08% | +366+71.8% | Added |
| Moody Lynn & Lieberson, LLC | 876 | $378.8K | 0.02% | −244−21.8% | Reduced |
| Prentice Wealth Management LLC | 876 | $378.8K | 0.09% | +26+3.1% | Added |
| Magnetar Financial LLC | 882 | $378.4K | 0.00% | +882 | New |
| VestGen Advisors, LLC | 974 | $377.7K | 0.01% | +263+37.0% | Added |
| JFS Wealth Advisors, LLC | 871 | $376.6K | 0.02% | −19−2.1% | Reduced |
| Fort Sheridan Advisors LLC | 865 | $374.1K | 0.05% | +103+13.5% | Added |
| Jefferies Financial Group Inc. | 863 | $373.1K | 0.00% | −878−50.4% | Reduced |
| ICONIQ Capital, LLC | 862 | $372.7K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 861 | $372.3K | 0.06% | +509+144.6% | Added |
| MONECO Advisors, LLC | 861 | $372.3K | 0.03% | −83−8.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 855 | $369.7K | 0.06% | −69−7.5% | Reduced |
| Bull Oak Capital, LLC | 855 | $369.7K | 0.14% | 00.0% | Unchanged |
| Csenge Advisory Group | 854 | $369.1K | 0.02% | +90+11.8% | Added |
| Broadway Wealth Solutions, Inc. | 853 | $369.0K | 0.19% | +400+88.3% | Added |
| Ramiah Investment Group | 852 | $368.4K | 0.32% | +166+24.2% | Added |
| Expressive Wealth LLC | 948 | $368.4K | 0.35% | +31+3.4% | Added |
| KCM Investment Advisors LLC | 852 | $368.2K | 0.01% | −30−3.4% | Reduced |
| PAX Financial Group, LLC | 851 | $368.0K | 0.06% | +87+11.4% | Added |
| Revolve Wealth Partners, LLC | 850 | $367.5K | 0.05% | −38−4.3% | Reduced |
| Fortune Financial Advisors, LLC | 848 | $366.5K | 0.19% | +1+0.1% | Added |
| Traynor Capital Management, Inc. | 847 | $363.5K | 0.02% | −2−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 839 | $362.8K | 0.02% | −148−15.0% | Reduced |
| Impact Investors, Inc | 838 | $362.3K | 0.25% | +83+11.0% | Added |
| Income Insurance Ltd | 836 | $361.5K | 0.25% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 836 | $361.5K | 0.24% | +836 | New |
| Mizuho Markets Americas LLC | 833 | $360.2K | 0.01% | +833 | New |
| Clear Creek Financial Management, LLC | 832 | $360.0K | 0.03% | +58+7.5% | Added |
| Xxi Wealth, LLC | 832 | $359.7K | 0.20% | +118+16.5% | Added |
| Cromwell Holdings LLC | 830 | $358.9K | 0.20% | +7+0.9% | Added |
| Avenue 1 Advisors, LLC | 829 | $358.4K | 0.11% | −19−2.2% | Reduced |
| Engineers Gate Manager LP | 827 | $357.6K | 0.00% | −19,423−95.9% | Reduced |
| Tyche Wealth Partners LLC | 820 | $354.4K | 0.05% | −76−8.5% | Reduced |
| Caitlin John, LLC | 816 | $352.9K | 0.21% | +270+49.5% | Added |
| Dakota Wealth Management | 814 | $352.0K | 0.01% | −824−50.3% | Reduced |
| LVW Advisors, LLC | 808 | $349.4K | 0.03% | −300−27.1% | Reduced |
| Ulland Investment Advisors, LLC | 806 | $348.0K | 0.30% | +5+0.6% | Added |
| Chiron Capital Management, LLC | 800 | $345.9K | 0.35% | +800 | New |
| Strengthening Families & Communities, LLC | 798 | $345.2K | 0.09% | +798 | New |
| Alpha Omega Wealth Management LLC | 796 | $344.2K | 0.06% | +4+0.5% | Added |
| Conestoga Capital Advisors, LLC | 795 | $343.7K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 793 | $342.9K | 0.04% | +57+7.7% | Added |
| Wealth Architects, LLC | 787 | $340.3K | 0.03% | −118−13.0% | Reduced |
| Ticino Wealth | 684 | $339.7K | 0.12% | +83+13.8% | Added |
| OneAscent Investment Solutions LLC | 780 | $337.3K | 0.34% | +155+24.8% | Added |
| Private Client Services, LLC | 779 | $336.7K | 0.10% | +3+0.4% | Added |
| Planning Alternatives Ltd | 772 | $334.0K | 0.04% | +311+67.5% | Added |
| Godfrey Financial Associates, Inc. | 767 | $331.6K | 0.28% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 765 | $330.8K | 0.05% | −65−7.8% | Reduced |
| Ariadne Wealth Management, LP | 765 | $330.8K | 0.15% | +91+13.5% | Added |
| Accelerate Investment Advisors LLC | 761 | $329.0K | 0.22% | +95+14.3% | Added |
| Cambient Family Office, LLC | 760 | $328.6K | 0.05% | +31+4.3% | Added |
| Financial Planning Hawaii, Inc. | 759 | $328.2K | 0.19% | +55+7.8% | Added |
| Strategic Wealth Partners, Ltd. | 758 | $327.9K | 0.02% | −356−32.0% | Reduced |
| GWN Securities Inc. | 757 | $327.7K | 0.06% | +11+1.5% | Added |
| Sunbelt Securities, Inc. | 757 | $327.4K | 0.02% | −110−12.7% | Reduced |
| KMG Fiduciary Partners, LLC | 757 | $327.3K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 756 | $326.9K | 0.06% | +4+0.5% | Added |
| Onefund, LLC | 767 | $326.8K | 0.21% | −29−3.6% | Reduced |
| Keel Point, LLC | 755 | $326.5K | 0.02% | −1,828−70.8% | Reduced |
| Arrow Financial Corp | 750 | $324.3K | 0.03% | −18−2.3% | Reduced |
| Gill Capital Partners, LLC | 750 | $324.3K | 0.09% | 00.0% | Unchanged |
| Summitry LLC | 749 | $323.9K | 0.01% | −130−14.8% | Reduced |
| SFM, LLC | 748 | $323.5K | 0.20% | −7−0.9% | Reduced |
| True North Advisors, LLC | 748 | $323.4K | 0.04% | +80+12.0% | Added |
| NorthStar Asset Management LLC | 747 | $323.0K | 0.16% | −28−3.6% | Reduced |
| Lee Danner & Bass Inc | 746 | $322.6K | 0.02% | −433−36.7% | Reduced |
| Integrity Wealth Solutions LLC | 746 | $322.6K | 0.13% | +746 | New |
| Portside Wealth Group, LLC | 744 | $321.8K | 0.04% | −1,996−72.8% | Reduced |
| Northern Financial Advisors Inc | 744 | $321.7K | 0.23% | −234−23.9% | Reduced |
| TritonPoint Partners, LLC | 743 | $321.3K | 0.12% | −237−24.2% | Reduced |
| Capital Counsel LLC | 742 | $320.8K | 0.01% | −69−8.5% | Reduced |
| CoreFirst Bank & Trust | 740 | $320.0K | 0.17% | −9−1.2% | Reduced |
| KFG Wealth Management, LLC | 739 | $319.3K | 0.04% | +19+2.6% | Added |
| Legacy Bridge, LLC | 735 | $317.8K | 0.12% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 734 | $317.4K | 0.07% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 734 | $317.4K | 0.18% | +61+9.1% | Added |
| Prestige Wealth Management Group LLC | 733 | $317.0K | 0.06% | −22−2.9% | Reduced |
| Simmons Bank | 732 | $316.5K | 0.02% | −61−7.7% | Reduced |
| Fishman Jay A Ltd | 732 | $316.5K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 731 | $316.0K | 0.12% | −2,533−77.6% | Reduced |
| Optimize Financial Inc | 730 | $315.6K | 0.16% | +257+54.3% | Added |
| 3Chopt Investment Partners, LLC | 729 | $315.2K | 0.07% | −92−11.2% | Reduced |
| Mayflower Financial Advisors, LLC | 726 | $313.9K | 0.04% | +32+4.6% | Added |
| Johnson Bixby & Associates, LLC | 725 | $313.5K | 0.04% | 00.0% | Unchanged |
| GenTrust, LLC | 724 | $313.2K | 0.01% | +412+132.1% | Added |
| Basecamp Wealth Advisors LLC | 724 | $313.0K | 0.06% | +52+7.7% | Added |
| Chapin Davis, Inc. | 723 | $312.6K | 0.07% | +29+4.2% | Added |