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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 720 | $311.3K | 0.02% | −70−8.9% | Reduced |
| Sax Wealth Advisors, LLC | 468 | $310.2K | 0.02% | −19−3.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 717 | $310.0K | 0.06% | +717 | New |
| Centaurus Financial, Inc. | 716 | $310.0K | 0.01% | +716 | New |
| Costello Asset Management, INC | 715 | $309.2K | 0.11% | +2+0.3% | Added |
| Main Street Research LLC | 712 | $308.0K | 0.02% | −67−8.6% | Reduced |
| Foundations Investment Advisors, LLC | 712 | $307.9K | 0.00% | −48−6.3% | Reduced |
| Kesler, Norman & Wride, LLC | 712 | $307.8K | 0.05% | −35−4.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 710 | $307.1K | 0.08% | +86+13.8% | Added |
| 1776 Wealth LLC | 709 | $306.6K | 0.12% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 707 | $305.7K | 0.18% | −29−3.9% | Reduced |
| McAdam, LLC | 707 | $305.5K | 0.01% | +123+21.1% | Added |
| Visionary Horizons, LLC | 705 | $304.8K | 0.15% | +705 | New |
| Union Savings Bank | 705 | $304.8K | 0.13% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $302.7K | 0.14% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 699 | $302.2K | 0.02% | +153+28.0% | Added |
| Gen-Wealth Partners Inc | 696 | $300.9K | 0.09% | −202−22.5% | Reduced |
| OneAscent Financial Services LLC | 695 | $300.5K | 0.02% | −50−6.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 694 | $300.1K | 0.03% | −32−4.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 693 | $299.6K | 0.01% | −133−16.1% | Reduced |
| New Republic Capital, LLC | 692 | $299.4K | 0.10% | −324−31.9% | Reduced |
| Charles Schwab Trust Co | 692 | $299.2K | 0.02% | +692 | New |
| Centennial Wealth Advisory LLC | 689 | $297.9K | 0.07% | +689 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 686 | $296.8K | 0.12% | −30−4.2% | Reduced |
| Ewa, LLC | 686 | $296.7K | 0.07% | −15−2.1% | Reduced |
| Southern Capital Advisors, LLC | 685 | $296.4K | 0.14% | −3,309−82.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 685 | $296.2K | 0.03% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 685 | $296.2K | 0.03% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 681 | $294.5K | 0.08% | +681 | New |
| FLC Capital Advisors | 677 | $292.7K | 0.05% | +677 | New |
| Novem Group | 676 | $292.4K | 0.03% | −175−20.6% | Reduced |
| Cidel Asset Management Inc | 676 | $292.3K | 0.02% | +228+50.9% | Added |
| Oakworth Capital, Inc. | 676 | $292.3K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 672 | $290.6K | 0.10% | 00.0% | Unchanged |
| Volterra Technologies LP | 672 | $290.6K | 0.21% | +668+16,700.0% | Added |
| MMBG Investment Advisors Co. | 670 | $289.7K | 0.03% | −675−50.2% | Reduced |
| Klingman & Associates, LLC | 669 | $289.3K | 0.01% | +69+11.5% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $288.4K | 0.00% | −300−31.0% | Reduced |
| Integrated Investment Consultants, LLC | 667 | $288.4K | 0.06% | +70+11.7% | Added |
| Clarendon Private LLC | 666 | $288.0K | 0.22% | +35+5.5% | Added |
| Alphadyne Asset Management LP | 666 | $288.0K | 0.04% | +666 | New |
| Wrapmanager Inc | 664 | $287.1K | 0.10% | −68−9.3% | Reduced |
| Winthrop Advisory Group LLC | 663 | $286.5K | 0.02% | −36−5.2% | Reduced |
| Moore Capital Management, LP | 662 | $286.2K | 0.01% | −2,302−77.7% | Reduced |
| Woodstock Corp | 662 | $286.2K | 0.03% | −8−1.2% | Reduced |
| Endowment Wealth Management, Inc. | 661 | $285.8K | 0.13% | +159+31.7% | Added |
| United Community Bank | 661 | $285.8K | 0.10% | +33+5.3% | Added |
| Perennial Investment Advisors, LLC | 656 | $283.6K | 0.02% | +153+30.4% | Added |
| Rooted Wealth Advisors, Inc. | 699 | $283.0K | 0.07% | +699 | New |
| Acropolis Investment Management, LLC | 654 | $282.8K | 0.01% | +4+0.6% | Added |
| Spartan Wealth Advisory Services LLC | 651 | $281.6K | 0.02% | +651 | New |
| Busey Wealth Management | 648 | $280.2K | 0.01% | +44+7.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 648 | $280.2K | 0.01% | −11−1.7% | Reduced |
| Sigma Planning Corp | 648 | $280.0K | 0.01% | +2+0.3% | Added |
| Sepio Capital, LP | 643 | $278.0K | 0.02% | +192+42.6% | Added |
| Hummer Financial Advisory Services Inc | 640 | $276.7K | 0.20% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 635 | $274.6K | 0.00% | +635 | New |
| Abc Arbitrage SA | 635 | $274.6K | 0.04% | +635 | New |
| Elyxium Wealth, LLC | 634 | $274.1K | 0.09% | −23−3.5% | Reduced |
| Vancity Investment Management Ltd | 633 | $274.0K | 0.04% | +633 | New |
| Root Financial Partners, LLC | 633 | $273.7K | 0.01% | +377+147.3% | Added |
| Transamerica Financial Advisors, Inc. | 632 | $273.6K | 0.02% | +345+120.2% | Added |
| Aventus Investment Advisors, Inc. | 628 | $271.5K | 0.23% | +628 | New |
| Invesco, LLC | 627 | $271.2K | 0.09% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 625 | $270.2K | 0.00% | −86−12.1% | Reduced |
| Proffitt & Goodson Inc | 625 | $270.2K | 0.04% | +3+0.5% | Added |
| Reflection Asset Management | 636 | $269.8K | 0.17% | +220+52.9% | Added |
| Bigelow Investment Advisors, LLC | 623 | $269.4K | 0.11% | −19−3.0% | Reduced |
| Saranac Partners Ltd | 1,540 | $269.2K | 0.12% | +875+131.6% | Added |
| MJP Associates Inc | 621 | $268.5K | 0.03% | −991−61.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 620 | $268.1K | 0.06% | −30−4.6% | Reduced |
| Cercano Management LLC | 619 | $267.6K | 0.01% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 618 | $267.2K | 0.04% | +618 | New |
| Wedge Capital Management L L P | 617 | $266.8K | 0.00% | −90,421−99.3% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $265.5K | 0.17% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 613 | $265.0K | 0.17% | −72−10.5% | Reduced |
| Plancorp, LLC | 755 | $265.0K | 0.01% | −202−21.1% | Reduced |
| Private Trust Co NA | 610 | $263.6K | 0.02% | −226−27.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 607 | $262.5K | 0.01% | −108−15.1% | Reduced |
| Latko Wealth Management, Ltd. | 604 | $261.0K | 0.13% | +2+0.3% | Added |
| Cedar Mountain Advisors, LLC | 603 | $260.9K | 0.05% | +16+2.7% | Added |
| Columbia Asset Management | 602 | $260.3K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 601 | $259.9K | 0.02% | −154−20.4% | Reduced |
| New England Research & Management, Inc. | 601 | $259.9K | 0.11% | +26+4.5% | Added |
| Layline Advisors, LLC | 601 | $259.7K | 0.29% | +601 | New |
| East Coast Asset Management, LLC. | 600 | $259.4K | 0.09% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $259.4K | 0.17% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $259.0K | 0.08% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 599 | $258.9K | 0.09% | +599 | New |
| Virtue Capital Management, LLC | 600 | $257.4K | 0.04% | −536−47.2% | Reduced |
| KDT Advisors, LLC | 594 | $256.8K | 0.41% | −246−29.3% | Reduced |
| Avantra Family Wealth, Inc. | 594 | $256.8K | 0.19% | −220−27.0% | Reduced |
| First National Bank of Omaha | 597 | $256.1K | 0.01% | +2+0.3% | Added |
| Wellington Grp LLC | 592 | $256.0K | 0.08% | −282−32.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 591 | $255.5K | 0.07% | −80−11.9% | Reduced |
| Riversedge Advisors, LLC | 590 | $255.2K | 0.04% | +186+46.0% | Added |
| Tradewinds, LLC. | 638 | $254.7K | 0.08% | −19−2.9% | Reduced |
| Mirabella Financial Services LLP | 589 | $254.7K | 0.02% | +589 | New |
| Values Added Financial LLC | 585 | $252.9K | 0.11% | +108+22.6% | Added |
| Highline Wealth Partners LLC | 585 | $252.8K | 0.06% | +128+28.0% | Added |