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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 475 | $205.4K | 0.01% | −10−2.1% | Reduced |
| Marathon Wealth Advisors LLC | 474 | $205.0K | 0.08% | −51−9.7% | Reduced |
| NTV Asset Management LLC | 474 | $204.9K | 0.02% | −98−17.1% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 474 | $204.9K | 0.10% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 474 | $204.9K | 0.31% | +29+6.5% | Added |
| Ponta Wealth Partners, LLC | 473 | $204.5K | 0.16% | +128+37.1% | Added |
| Purkiss Capital Advisors LLC | 472 | $204.1K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 471 | $203.7K | 0.04% | −15−3.1% | Reduced |
| Beta Wealth Group, Inc. | 471 | $203.7K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 470 | $203.3K | 0.03% | +470 | New |
| Sagewood Asset Management LP | 470 | $203.2K | 0.06% | +470 | New |
| BetterWealth, LLC | 468 | $202.4K | 0.04% | +56+13.6% | Added |
| LifeSteps Financial, Inc. | 466 | $201.5K | 0.13% | −1−0.2% | Reduced |
| Live Oak Private Wealth LLC | 466 | $201.5K | 0.03% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 465 | $201.2K | 0.02% | +465 | New |
| One Capital Management, LLC | 465 | $201.1K | 0.01% | −195−29.5% | Reduced |
| South Shore Capital Advisors | 464 | $200.8K | 0.15% | +464 | New |
| Canopy Partners, LLC | 460 | $198.9K | 0.07% | −17−3.6% | Reduced |
| OV Management LLC | 459 | $198.5K | 0.40% | −1,123−71.0% | Reduced |
| 1015 Capital Partners, LLC | 458 | $198.0K | 0.19% | −9−1.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 453 | $196.0K | 0.06% | +79+21.1% | Added |
| Daytona Street Capital LLC | 423 | $192.9K | 0.16% | +423 | New |
| Golden State Wealth Management, LLC | 435 | $188.4K | 0.02% | +86+24.6% | Added |
| RWM Asset Management, LLC | 432 | $186.8K | 0.02% | −81−15.8% | Reduced |
| Alerus Financial NA | 427 | $184.6K | 0.01% | +427 | New |
| Horizon Bancorp Inc | 425 | $184.0K | 0.09% | +9+2.2% | Added |
| Scarborough Advisors, LLC | 423 | $182.7K | 0.02% | +423 | New |
| Atlas Capital Advisors LLC | 422 | $182.5K | 0.02% | +404+2,244.4% | Added |
| Rakuten Securities, Inc. | 415 | $179.4K | 0.07% | +214+106.5% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 410 | $177.3K | 0.09% | +410 | New |
| Vanguard National Trust Co | 402 | $173.8K | 0.01% | +402 | New |
| Washington Trust Advisors, Inc. | 401 | $173.3K | 0.01% | −90−18.3% | Reduced |
| Covestor Ltd | 398 | $173.0K | 0.12% | +10+2.6% | Added |
| Dorato Capital Management | 443 | $172.6K | 0.13% | 00.0% | Unchanged |
| Truvestments Capital LLC | 391 | $169.0K | 0.03% | −42−9.7% | Reduced |
| Hills Bank & Trust Co | 385 | $166.5K | 0.01% | −1,243−76.4% | Reduced |
| Johnson Financial Group, Inc. | 378 | $163.4K | 0.01% | −257−40.5% | Reduced |
| Pittenger & Anderson Inc | 375 | $162.1K | 0.01% | −8,054−95.6% | Reduced |
| Wall Street Financial Group, Inc. | 372 | $160.8K | 0.10% | −150−28.7% | Reduced |
| Park Place Capital Corp | 372 | $160.8K | 0.03% | +22+6.3% | Added |
| Strategic Investment Advisors | 368 | $160.5K | 0.01% | +368 | New |
| CVA Family Office, LLC | 366 | $158.3K | 0.02% | −264−41.9% | Reduced |
| Crews Bank & Trust | 365 | $157.8K | 0.02% | −300−45.1% | Reduced |
| Signature Equity Partners, LLC | 357 | $154.5K | 0.08% | +253+243.3% | Added |
| Sound Income Strategies, LLC | 349 | $148.6K | 0.01% | −27−7.2% | Reduced |
| Innovative Asset Advisors Group, LLC | 339 | $146.6K | 0.08% | +339 | New |
| Newbridge Financial Services Group, Inc. | 338 | $146.2K | 0.02% | −11−3.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 326 | $141.0K | 0.00% | −4,455−93.2% | Reduced |
| Pinnacle Bancorp, Inc. | 316 | $136.6K | 0.04% | −87−21.6% | Reduced |
| Deseret Mutual Benefit Administrators | 310 | $134.0K | 0.05% | +173+126.3% | Added |
| Corsicana & Co. | 217 | $133.2K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $130.0K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 300 | $129.7K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 295 | $127.6K | 0.01% | −70−19.2% | Reduced |
| Owl Creek Wealth Partners LLC | 294 | $127.1K | 0.05% | +294 | New |
| Salomon & Ludwin, LLC | 300 | $126.7K | 0.01% | +75+33.3% | Added |
| UMA Financial Services, Inc. | 291 | $125.8K | 0.02% | −45−13.4% | Reduced |
| Core Alternative Capital | 290 | $125.4K | 0.04% | +52+21.8% | Added |
| Center for Financial Planning, Inc. | 283 | $122.4K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 283 | $122.4K | 0.00% | +283 | New |
| Glen Eagle Advisors, LLC | 278 | $120.4K | 0.02% | +32+13.0% | Added |
| SHP Wealth Management | 277 | $119.6K | 0.01% | +52+23.1% | Added |
| Capital Analysts, LLC | 273 | $118.0K | 0.00% | −200−42.3% | Reduced |
| Legacy Wealth Managment, LLC | 267 | $115.4K | 0.06% | +25+10.3% | Added |
| Western Pacific Wealth Management, LP | 262 | $113.3K | 0.12% | +47+21.9% | Added |
| Twin Tree Management, LP | 254 | $109.8K | 0.02% | +254 | New |
| YANKCOM Partnership | 253 | $109.4K | 0.04% | −118−31.8% | Reduced |
| McIlrath & Eck, LLC | 250 | $108.1K | 0.01% | +241+2,677.8% | Added |
| CoreCap Advisors, LLC | 248 | $107.2K | 0.00% | −60−19.5% | Reduced |
| GW&K Investment Management, LLC | 244 | $106.0K | 0.00% | +32+15.1% | Added |
| Napier Financial, LLC | 244 | $105.3K | 0.02% | +244 | New |
| St Germain D J Co Inc | 243 | $105.1K | 0.00% | 00.0% | Unchanged |
| Family Capital Trust Co | 242 | $104.6K | 0.04% | +20+9.0% | Added |
| Aster Capital Management (DIFC) Ltd | 168 | $103.2K | 0.03% | −247−59.5% | Reduced |
| IMG Wealth Management, Inc. | 237 | $102.5K | 0.07% | +21+9.7% | Added |
| Farmers & Merchants Investments Inc | 235 | $101.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 228 | $98.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $98.2K | 0.03% | +227 | New |
| Catalyst Capital Advisors LLC | 219 | $94.7K | 0.00% | −394−64.3% | Reduced |
| Cornerstone Planning Group LLC | 236 | $94.0K | 0.01% | +20+9.3% | Added |
| Avalon Trust Co | 217 | $93.8K | 0.01% | +34+18.6% | Added |
| Rossby Financial, LCC | 220 | $93.7K | 0.02% | −167−43.2% | Reduced |
| Global Assets Advisory, LLC | 207 | $89.5K | 0.03% | +207 | New |
| WPG Advisers, LLC | 206 | $89.1K | 0.07% | −61−22.8% | Reduced |
| Crewe Advisors LLC | 205 | $88.6K | 0.01% | −512−71.4% | Reduced |
| S&T Bank | 205 | $88.6K | 0.03% | +14+7.3% | Added |
| Financial Network Wealth Advisors LLC | 202 | $87.3K | 0.09% | −40−16.5% | Reduced |
| Arlington Trust Co LLC | 201 | $86.9K | 0.01% | −95−32.1% | Reduced |
| Birch Capital Management, LLC | 200 | $86.5K | 0.05% | +3+1.5% | Added |
| LRI Investments, LLC | 196 | $84.5K | 0.01% | −31−13.7% | Reduced |
| Brown Shipley& Co Ltd | 193 | $83.4K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 188 | $81.3K | 0.01% | +101+116.1% | Added |
| General Partner, Inc. | 187 | $80.9K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 184 | $79.7K | 0.00% | −37−16.7% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $77.8K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 180 | $77.8K | 0.02% | −223−55.3% | Reduced |
| JPL Wealth Management, LLC | 162 | $70.0K | 0.02% | +162 | New |
| Plante Moran Financial Advisors, LLC | 159 | $68.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 157 | $67.9K | 0.01% | −2,143−93.2% | Reduced |
| Coastline Trust Co | 153 | $66.2K | 0.01% | 00.0% | Unchanged |