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
- −211 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
- 434
- 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 |
|---|---|---|---|---|---|
| Groupe la Francaise | 12,484 | $5.40M | 0.08% | +1,948+18.5% | Added |
| Diversified Trust Co | 12,321 | $5.33M | 0.10% | +3,253+35.9% | Added |
| Siemens Fonds Invest GmbH | 12,260 | $5.30M | 0.30% | +535+4.6% | Added |
| AMG National Trust Bank | 12,224 | $5.29M | 0.11% | +11,067+956.5% | Added |
| Montag A & Associates Inc | 12,143 | $5.25M | 0.24% | −3,441−22.1% | Reduced |
| Channel Wealth LLC | 12,131 | $5.25M | 1.27% | +11,557+2,013.4% | Added |
| Sheets Smith Wealth Management | 12,088 | $5.23M | 0.59% | −3,746−23.7% | Reduced |
| Hamilton Capital Partners Inc. | 12,068 | $5.22M | 0.18% | −39,595−76.6% | Reduced |
| Bogart Wealth, LLC | 12,026 | $5.20M | 0.20% | +814+7.3% | Added |
| Advisors Asset Management, Inc. | 11,992 | $5.19M | 0.09% | −2,044−14.6% | Reduced |
| Marks Group Wealth Management, Inc | 11,940 | $5.16M | 0.50% | +386+3.3% | Added |
| Granite Investment Partners, LLC | 11,897 | $5.14M | 0.32% | −2,677−18.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 11,877 | $5.14M | 0.23% | +11,877 | New |
| Linden Thomas Advisory Services, LLC | 11,873 | $5.13M | 0.49% | +3,970+50.2% | Added |
| Sendero Wealth Management, LLC | 11,845 | $5.12M | 0.57% | −25−0.2% | Reduced |
| Bokf, NA | 11,682 | $5.05M | 0.08% | −2,531−17.8% | Reduced |
| Fairbanks Capital Management, Inc. | 11,677 | $5.05M | 3.16% | +7,024+151.0% | Added |
| Act Two Investors LLC | 11,672 | $5.05M | 1.11% | +11,672 | New |
| Steel Peak Wealth Management LLC | 11,587 | $5.01M | 0.16% | −13,400−53.6% | Reduced |
| Harbor Capital Advisors, Inc. | 11,579 | $5.01M | 0.41% | +5,564+92.5% | Added |
| Steward Partners Investment Advisory, LLC | 11,525 | $4.98M | 0.03% | +477+4.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 11,483 | $4.97M | 0.23% | +418+3.8% | Added |
| MUFG Securities EMEA plc | 11,408 | $4.93M | 0.07% | −121,822−91.4% | Reduced |
| Catalytic Wealth RIA, LLC | 11,391 | $4.93M | 0.20% | +1,765+18.3% | Added |
| Huntington National Bank | 11,266 | $4.87M | 0.03% | +1,372+13.9% | Added |
| Conning Inc. | 11,224 | $4.85M | 0.16% | +3,020+36.8% | Added |
| Summit Trail Advisors, LLC | 11,219 | $4.85M | 0.07% | +2,695+31.6% | Added |
| Merit Financial Group, LLC | 11,208 | $4.85M | 0.04% | +1,462+15.0% | Added |
| Uhlmann Price Securities, LLC | 11,008 | $4.76M | 0.32% | +1,221+12.5% | Added |
| Chicago Partners Investment Group LLC | 11,299 | $4.62M | 0.10% | +1,657+17.2% | Added |
| Kinneret Advisory, LLC | 10,651 | $4.61M | 0.44% | −472−4.2% | Reduced |
| Allstate Corp | 10,646 | $4.60M | 0.05% | −10,456−49.5% | Reduced |
| Banque Cantonale Vaudoise | 10,633 | $4.60M | 0.17% | +225+2.2% | Added |
| Ceera Investments, LLC | 10,511 | $4.54M | 1.99% | +10,511 | New |
| Knights of Columbus Asset Advisors LLC | 10,474 | $4.53M | 0.26% | −853−7.5% | Reduced |
| Benchstone Capital Management LP | 10,473 | $4.53M | 0.53% | +10,473 | New |
| Ironwood Investment Counsel, LLC | 10,461 | $4.52M | 0.65% | +8,130+348.8% | Added |
| Knollwood Investment Advisory, LLC | 10,361 | $4.48M | 0.45% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,345 | $4.47M | 0.11% | −1,649−13.7% | Reduced |
| Sand Hill Global Advisors, LLC | 10,343 | $4.47M | 0.15% | −1,302−11.2% | Reduced |
| Saudi Central Bank | 10,271 | $4.44M | 0.09% | +10,271 | New |
| Leonteq Securities AG | 10,251 | $4.43M | 0.27% | +6,553+177.2% | Added |
| Opal Capital LLC | 10,223 | $4.42M | 0.78% | +9,446+1,215.7% | Added |
| Skopos Labs, Inc. | 10,219 | $4.42M | 0.14% | +3,327+48.3% | Added |
| Plato Investment Management Ltd | 10,150 | $4.39M | 0.29% | +438+4.5% | Added |
| FourThought Financial Partners, LLC | 10,070 | $4.35M | 0.38% | +1,391+16.0% | Added |
| M. Kulyk & Associates, LLC | 10,035 | $4.34M | 0.81% | +868+9.5% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $4.32M | 0.36% | −2,000−16.7% | Reduced |
| RSM US Wealth Management LLC | 9,928 | $4.29M | 0.05% | −1,890−16.0% | Reduced |
| DC Investments Management, LLC | 9,803 | $4.24M | 1.62% | +9,803 | New |
| Bey-Douglas LLC | 9,777 | $4.23M | 3.69% | −330−3.3% | Reduced |
| Letson Investment Management, Inc. | 9,776 | $4.23M | 1.62% | +1,392+16.6% | Added |
| Tokio Marine Asset Management Co Ltd | 9,775 | $4.23M | 0.15% | +400+4.3% | Added |
| AdvisorShares Investments LLC | 9,765 | $4.22M | 0.77% | −920−8.6% | Reduced |
| Apriem Advisors | 9,730 | $4.21M | 0.40% | −587−5.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,719 | $4.20M | 0.08% | +9,719 | New |
| Agf Management Ltd | 9,685 | $4.19M | 0.02% | +5,047+108.8% | Added |
| Beacon Investment Advisors LLC | 9,684 | $4.19M | 1.58% | +1,957+25.3% | Added |
| Fiduciary Trust Co | 9,670 | $4.18M | 0.05% | −357−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,596 | $4.15M | 0.02% | −18,292−65.6% | Reduced |
| Stratos Wealth Partners, LTD. | 9,557 | $4.13M | 0.05% | +306+3.3% | Added |
| Promethos Capital, LLC | 9,526 | $4.12M | 1.11% | −597−5.9% | Reduced |
| Stonebridge Capital Management Inc | 9,521 | $4.12M | 1.87% | +9,521 | New |
| Central Bank & Trust Co | 9,516 | $4.11M | 0.65% | −40−0.4% | Reduced |
| Harvey Capital Management Inc | 9,493 | $4.10M | 0.94% | +3,289+53.0% | Added |
| Empirical Finance, LLC | 9,376 | $4.05M | 0.19% | −11−0.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,348 | $4.04M | 2.02% | 00.0% | Unchanged |
| Ruffer LLP | 9,271 | $4.02M | 0.16% | +9,271 | New |
| Nutshell Asset Management Ltd | 9,190 | $3.97M | 2.18% | +4,890+113.7% | Added |
| Weil Company, Inc. | 9,185 | $3.97M | 0.89% | +3,310+56.3% | Added |
| GeoWealth Management, LLC | 9,161 | $3.96M | 0.14% | +1,441+18.7% | Added |
| Trust Co of Virginia | 9,107 | $3.94M | 0.33% | −162−1.7% | Reduced |
| Boit C F David | 9,100 | $3.93M | 1.75% | +1,200+15.2% | Added |
| Hohimer Wealth Management, LLC | 9,046 | $3.91M | 0.48% | +3,231+55.6% | Added |
| Cyndeo Wealth Partners, LLC | 9,029 | $3.90M | 0.21% | +2,845+46.0% | Added |
| Anderson Hoagland & Co | 8,932 | $3.86M | 0.33% | −3,819−30.0% | Reduced |
| Evergreen Private Wealth LLC | 8,914 | $3.85M | 1.56% | +350+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,904 | $3.85M | 0.06% | −40.0% | Reduced |
| First Horizon Corp | 8,900 | $3.85M | 0.16% | −448−4.8% | Reduced |
| Cohen Capital Management, Inc. | 8,818 | $3.81M | 0.59% | +5,953+207.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 8,816 | $3.81M | 0.14% | −5,100−36.6% | Reduced |
| Change Path, LLC | 8,811 | $3.81M | 0.09% | −50−0.6% | Reduced |
| Private Advisor Group, LLC | 8,759 | $3.79M | 0.02% | −1,290−12.8% | Reduced |
| Beacon Pointe Advisors, LLC | 8,749 | $3.78M | 0.02% | +2,581+41.8% | Added |
| V-Square Quantitative Management LLC | 8,721 | $3.77M | 0.40% | +590+7.3% | Added |
| Hancock Whitney Corp | 8,826 | $3.76M | 0.07% | +257+3.0% | Added |
| Kestra Advisory Services, LLC | 8,683 | $3.75M | 0.01% | −4,403−33.6% | Reduced |
| Allen Capital Group, LLC | 8,673 | $3.75M | 0.34% | +1,242+16.7% | Added |
| Brighton Jones LLC | 8,648 | $3.74M | 0.08% | +8,648 | New |
| Rokos Capital Management LLP | 8,620 | $3.73M | 0.07% | +8,620 | New |
| Meridian Management Co | 8,562 | $3.70M | 0.92% | +8,562 | New |
| Greenleaf Trust | 8,490 | $3.67M | 0.04% | −128−1.5% | Reduced |
| Rench Wealth Management, Inc. | 8,485 | $3.67M | 1.10% | +120+1.4% | Added |
| Freestone Grove Partners LP | 8,448 | $3.65M | 0.03% | +2,860+51.2% | Added |
| Cornerstone Wealth Group, LLC | 8,954 | $3.63M | 0.23% | +1,311+17.2% | Added |
| Commerzbank Aktiengesellschaft | 8,354 | $3.61M | 0.08% | +764+10.1% | Added |
| RMB Capital Management, LLC | 8,298 | $3.59M | 0.06% | −4,815−36.7% | Reduced |
| HB Wealth Management, LLC | 8,258 | $3.57M | 0.02% | −5,340−39.3% | Reduced |
| Coldstream Capital Management Inc | 8,207 | $3.55M | 0.04% | −373−4.3% | Reduced |
| Principal Securities, Inc. | 8,206 | $3.55M | 0.05% | +1,976+31.7% | Added |