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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 583 | $252.1K | 0.02% | +210+56.3% | Added |
| Boltwood Capital Management | 583 | $252.1K | 0.06% | +234+67.0% | Added |
| PUREfi Wealth, LLC | 582 | $251.8K | 0.16% | +203+53.6% | Added |
| SIH Partners, LLLP | 581 | $251.2K | 0.01% | +581 | New |
| Strategy Asset Managers LLC | 581 | $251.1K | 0.04% | +581 | New |
| Westfuller Advisors, LLC | 581 | $251.0K | 0.11% | +3+0.5% | Added |
| Consolidated Capital Management, LLC | 579 | $250.3K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 579 | $250.3K | 0.01% | +5+0.9% | Added |
| Cypress Point Wealth Management, LLC | 575 | $248.6K | 0.05% | +575 | New |
| Fundamentun, LLC | 572 | $247.6K | 0.01% | −198−25.7% | Reduced |
| Geneos Wealth Management Inc. | 572 | $247.5K | 0.01% | +80+16.3% | Added |
| Fideuram Asset Management (Ireland) dac | 486 | $247.3K | 0.03% | −3,232−86.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 571 | $247.1K | 0.15% | −230−28.7% | Reduced |
| Gilbert & Cook, Inc. | 571 | $246.9K | 0.03% | −4−0.7% | Reduced |
| Castlefield Investment Partners LLP | 569 | $246.0K | 0.19% | +183+47.4% | Added |
| TFR Capital, LLC. | 566 | $244.7K | 0.08% | +158+38.7% | Added |
| Camden National Bank | 565 | $244.3K | 0.03% | +3+0.5% | Added |
| National Wealth Management Group, LLC | 565 | $244.3K | 0.09% | +18+3.3% | Added |
| Dogwood Wealth Management LLC | 565 | $244.3K | 0.11% | +494+695.8% | Added |
| Foster Group, Inc. | 562 | $243.1K | 0.01% | +124+28.3% | Added |
| Bragg Financial Advisors, Inc | 561 | $242.6K | 0.01% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 560 | $242.1K | 0.02% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 560 | $242.1K | 0.00% | +560 | New |
| Apella Capital, LLC | 614 | $241.5K | 0.00% | +614 | New |
| New Age Alpha Advisors, LLC | 558 | $241.3K | 0.01% | −11,414−95.3% | Reduced |
| Spinnaker Investment Group, LLC | 557 | $240.8K | 0.05% | −225−28.8% | Reduced |
| Libra Wealth LLC | 554 | $239.5K | 0.07% | +2+0.4% | Added |
| One River Asset Management, LLC | 554 | $239.5K | 0.82% | +158+39.9% | Added |
| Unique Wealth Strategies, LLC | 554 | $239.5K | 0.10% | −916−62.3% | Reduced |
| Powell Investment Advisors, LLC | 551 | $238.2K | 0.08% | +28+5.4% | Added |
| a16z Perennial Management, L.P. | 550 | $237.8K | 0.02% | 00.0% | Unchanged |
| Wealth Group Ltd | 549 | $237.4K | 0.05% | −254−31.6% | Reduced |
| Capstone Financial Advisors, Inc. | 548 | $236.9K | 0.01% | +548 | New |
| AGH Wealth Advisors, LLC | 547 | $236.5K | 0.17% | −25−4.4% | Reduced |
| Veracity Capital LLC | 545 | $235.8K | 0.08% | −173−24.1% | Reduced |
| TRB Wealth Management, LLC | 545 | $235.6K | 0.03% | +545 | New |
| Drucker Wealth 3.0, LLC | 543 | $234.6K | 0.04% | +97+21.7% | Added |
| MFA Wealth Services | 542 | $234.3K | 0.16% | +84+18.3% | Added |
| Chilton Capital Management LLC | 541 | $233.9K | 0.01% | +53+10.9% | Added |
| Pacific Wealth Management | 540 | $233.5K | 0.13% | −52−8.8% | Reduced |
| Ashton Thomas Securities, LLC | 538 | $233.1K | 0.03% | −113−17.4% | Reduced |
| Kuhn & Co Investment Counsel | 538 | $232.6K | 0.15% | +8+1.5% | Added |
| Patrick M Sweeney & Associates, Inc | 538 | $232.6K | 0.15% | +45+9.1% | Added |
| Fiduciary Financial Group, LLC | 537 | $232.2K | 0.03% | +537 | New |
| Opal Wealth Advisors, LLC | 536 | $231.8K | 0.05% | +17+3.3% | Added |
| Wynn Capital, LLC | 536 | $231.8K | 0.12% | +81+17.8% | Added |
| Colonial Trust Co | 536 | $231.7K | 0.03% | +51+10.5% | Added |
| Venture Visionary Partners LLC | 535 | $231.3K | 0.01% | −33−5.8% | Reduced |
| Elgethun Capital Management | 534 | $231.1K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 530 | $229.0K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 529 | $228.8K | 0.05% | +117+28.4% | Added |
| Tanager Wealth Management LLP | 529 | $228.7K | 0.02% | +19+3.7% | Added |
| Werba Rubin Papier Wealth Management | 529 | $228.7K | 0.03% | +74+16.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 529 | $228.7K | 0.01% | +122+30.0% | Added |
| South State Corp. | 528 | $228.3K | 0.01% | −34−6.0% | Reduced |
| Tounjian Advisory Partners, LLC | 528 | $228.3K | 0.08% | +528 | New |
| Wallace Advisory Group, LLC | 527 | $227.9K | 0.24% | −160−23.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 526 | $227.5K | 0.02% | +110+26.4% | Added |
| Master's Wealth Management Inc. | 526 | $227.4K | 0.08% | +526 | New |
| Integrity Alliance, LLC. | 525 | $227.1K | 0.01% | −30−5.4% | Reduced |
| Wolff Wiese Magana LLC | 523 | $226.1K | 0.12% | +2+0.4% | Added |
| Koshinski Asset Management, Inc. | 520 | $224.9K | 0.01% | −760−59.4% | Reduced |
| Sunflower Bank, N.A. | 520 | $224.8K | 0.06% | +8+1.6% | Added |
| Tidemark, LLC | 519 | $224.4K | 0.06% | −145−21.8% | Reduced |
| Seven Mile Advisory | 518 | $224.0K | 0.16% | −144−21.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 518 | $224.0K | 0.11% | −56−9.8% | Reduced |
| TopTier Wealth Management, LLC | 516 | $223.1K | 0.14% | +3+0.6% | Added |
| Catalyst Private Wealth, LLC | 515 | $222.7K | 0.12% | −259−33.5% | Reduced |
| ABLE Financial Group, LLC | 514 | $222.2K | 0.04% | +203+65.3% | Added |
| Nations Financial Group Inc, | 512 | $221.4K | 0.01% | −9−1.7% | Reduced |
| SGL Investment Advisors, Inc. | 560 | $220.2K | 0.08% | +25+4.7% | Added |
| Traveka Wealth, LLC | 509 | $220.1K | 0.08% | −187−26.9% | Reduced |
| Florida Financial Advisors, LLC | 507 | $219.6K | 0.05% | +54+11.9% | Added |
| Drake & Associates, LLC | 505 | $218.4K | 0.04% | +505 | New |
| Creekside Partners | 503 | $217.5K | 0.09% | −228−31.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 503 | $217.5K | 0.01% | +40+8.6% | Added |
| Lionshead Wealth Management, LLC | 502 | $217.1K | 0.16% | −16−3.1% | Reduced |
| Capital Advisors, Ltd. LLC | 502 | $217.0K | 0.02% | −118−19.0% | Reduced |
| Kovack Advisors, Inc. | 507 | $216.8K | 0.01% | +29+6.1% | Added |
| Levin Capital Strategies, L.P. | 500 | $216.2K | 0.02% | +500 | New |
| Ibex Investors LLC | 500 | $216.2K | 0.15% | +500 | New |
| Jacobsen Capital Management | 498 | $215.3K | 0.07% | −105−17.4% | Reduced |
| Sandhill Capital Partners LLC | 497 | $214.9K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 496 | $214.5K | 0.10% | −51−9.3% | Reduced |
| Eurizon SLJ Capital Ltd | 494 | $213.6K | 0.10% | +494 | New |
| May Hill Capital, LLC | 493 | $213.2K | 0.05% | +83+20.2% | Added |
| Beaumont Financial Advisors, LLC | 491 | $212.4K | 0.01% | −383−43.8% | Reduced |
| Studio Investment Management LLC | 491 | $212.3K | 0.04% | +2+0.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $211.9K | 0.07% | −90−15.5% | Reduced |
| AlTi Global, Inc. | 489 | $211.6K | 0.00% | +128+35.5% | Added |
| Rexford Capital Inc | 487 | $210.6K | 0.15% | +487 | New |
| Jackson Thornton Asset Management, LLC | 600 | $210.6K | 0.02% | +277+85.8% | Added |
| Ausdal Financial Partners, Inc. | 486 | $210.2K | 0.01% | −112−18.7% | Reduced |
| Proficio Capital Partners LLC | 484 | $209.3K | 0.01% | −7−1.4% | Reduced |
| Synergy Financial Group, LTD | 484 | $209.3K | 0.16% | +34+7.6% | Added |
| Baader Bank INC | 538 | $208.9K | 0.02% | −1,937−78.3% | Reduced |
| Postrock Partners LLC | 481 | $208.0K | 0.10% | 00.0% | Unchanged |
| Gould Asset Management LLC | 481 | $208.0K | 0.04% | +481 | New |
| Corundum Group, Inc. | 478 | $206.7K | 0.07% | −70−12.8% | Reduced |
| Nicholas Investment Partners, LP | 476 | $205.8K | 0.01% | −95−16.6% | Reduced |