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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 5,337 | $2.31M | 0.01% | −920−14.7% | Reduced |
| Voleon Capital Management LP | 5,299 | $2.29M | 0.05% | −9,373−63.9% | Reduced |
| Prospera Financial Services Inc | 5,251 | $2.27M | 0.04% | +669+14.6% | Added |
| Wedbush Securities Inc | 5,242 | $2.27M | 0.07% | +1,266+31.8% | Added |
| Concord Wealth Partners | 5,224 | $2.26M | 0.29% | +1,516+40.9% | Added |
| Concord Asset Management, LLC | 5,190 | $2.24M | 0.38% | +1,523+41.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,136 | $2.22M | 0.01% | +5,136 | New |
| S.A. Mason LLC | 5,117 | $2.21M | 0.83% | +7+0.1% | Added |
| Optiver Holding B.V. | 5,105 | $2.21M | 0.08% | +5,105 | New |
| Ritholtz Wealth Management | 5,062 | $2.19M | 0.04% | −1,699−25.1% | Reduced |
| Cypress Capital Group | 5,000 | $2.16M | 0.24% | −1,300−20.6% | Reduced |
| Viking Fund Management LLC | 5,000 | $2.16M | 0.22% | 00.0% | Unchanged |
| Central Trust Co | 4,979 | $2.15M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,975 | $2.15M | 0.03% | −2,527−33.7% | Reduced |
| K.J. Harrison & Partners Inc | 4,900 | $2.12M | 0.35% | +4,400+880.0% | Added |
| Baer Investment Advisory LLC | 4,844 | $2.11M | 2.99% | −2,457−33.7% | Reduced |
| City Holding Co | 4,857 | $2.10M | 0.26% | +273+6.0% | Added |
| Financial Advisors Network, Inc. | 4,854 | $2.10M | 0.29% | +3,906+412.0% | Added |
| MV Capital Management, Inc. | 4,836 | $2.09M | 0.21% | +269+5.9% | Added |
| Gluskin Sheff & Assoc Inc | 4,834 | $2.09M | 0.35% | −168−3.4% | Reduced |
| Nicolet Bankshares Inc | 4,859 | $2.09M | 0.08% | +2,565+111.8% | Added |
| Silvercrest Asset Management Group LLC | 4,820 | $2.08M | 0.02% | −7,631−61.3% | Reduced |
| Sofos Investments, Inc. | 4,809 | $2.08M | 0.37% | +490+11.3% | Added |
| Welch & Forbes LLC | 4,765 | $2.06M | 0.03% | −75−1.5% | Reduced |
| Oarsman Capital, Inc. | 4,743 | $2.05M | 0.25% | +604+14.6% | Added |
| Tejara Capital Ltd | 4,720 | $2.04M | 0.67% | +4,720 | New |
| Sompo Asset Management Co., Ltd. | 4,712 | $2.04M | 0.37% | +2,372+101.4% | Added |
| Integrated Wealth Concepts LLC | 4,688 | $2.03M | 0.02% | +1,927+69.8% | Added |
| Wealthedge Investment Advisors, LLC | 4,670 | $2.02M | 0.74% | +4,670 | New |
| Mission Wealth Management, LP | 4,656 | $2.01M | 0.04% | +235+5.3% | Added |
| Oak Harvest Investment Services | 4,646 | $2.01M | 0.21% | +10.0% | Added |
| Boothbay Fund Management, LLC | 4,616 | $2.00M | 0.05% | +4,616 | New |
| Fifth Third Wealth Advisors LLC | 4,608 | $1.99M | 0.07% | +956+26.2% | Added |
| Chatham Capital Group, Inc. | 4,601 | $1.99M | 0.29% | −6−0.1% | Reduced |
| Phoenix Holdings Ltd. | 4,597 | $1.99M | 0.02% | −2,445−34.7% | Reduced |
| RVW Wealth, LLC | 4,591 | $1.99M | 0.15% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 4,583 | $1.98M | 0.24% | +117+2.6% | Added |
| Peloton Wealth Strategists | 4,546 | $1.97M | 0.80% | −950−17.3% | Reduced |
| AlphaCore Capital LLC | 4,511 | $1.95M | 0.05% | −81−1.8% | Reduced |
| TCW Group Inc | 4,506 | $1.95M | 0.01% | +217+5.1% | Added |
| Edgemoor Investment Advisors, Inc. | 4,494 | $1.94M | 0.15% | +1,173+35.3% | Added |
| Adviser Investments LLC | 4,468 | $1.93M | 0.02% | −637−12.5% | Reduced |
| Stokes Capital Advisors, LLC | 4,466 | $1.93M | 0.43% | −2,109−32.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,465 | $1.93M | 0.28% | −111−2.4% | Reduced |
| Twin Capital Management Inc | 4,440 | $1.92M | 0.25% | −2,043−31.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,380 | $1.89M | 0.10% | −1,873−30.0% | Reduced |
| Ocean Capital Management, LLC | 4,380 | $1.89M | 0.39% | −57−1.3% | Reduced |
| Long Road Investment Counsel, LLC | 4,370 | $1.89M | 0.74% | +500+12.9% | Added |
| Edgestream Partners, L.P. | 4,352 | $1.88M | 0.06% | +3,418+366.0% | Added |
| Perigon Wealth Management, LLC | 4,349 | $1.88M | 0.03% | −3,158−42.1% | Reduced |
| Jacobi Capital Management LLC | 4,345 | $1.88M | 0.10% | +701+19.2% | Added |
| Ostrum Asset Management | 4,338 | $1.88M | 0.11% | −1,933−30.8% | Reduced |
| Harfst & Associates, Inc. | 4,337 | $1.88M | 0.33% | +576+15.3% | Added |
| Ironwood Financial, llc | 4,336 | $1.87M | 0.33% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,366 | $1.87M | 0.07% | −873−16.7% | Reduced |
| Independent Advisor Alliance | 4,311 | $1.86M | 0.02% | −2,175−33.5% | Reduced |
| Private Capital Advisors, Inc. | 4,300 | $1.86M | 0.21% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,753 | $1.85M | 0.11% | +2,116+80.2% | Added |
| Sanders Morris Harris LLC | 4,271 | $1.85M | 0.29% | +4,271 | New |
| Herold Advisors, Inc. | 4,247 | $1.84M | 0.40% | −10−0.2% | Reduced |
| Avestar Capital, LLC | 4,241 | $1.83M | 0.13% | −182−4.1% | Reduced |
| Dutch Asset Corp | 4,240 | $1.83M | 1.23% | +4,240 | New |
| Cache Advisors, LLC | 4,214 | $1.82M | 0.21% | +197+4.9% | Added |
| Grant Private Wealth Management Inc | 4,195 | $1.81M | 0.96% | +1,480+54.5% | Added |
| Petredis Investment Advisors LLC | 4,169 | $1.80M | 0.15% | −67−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,166 | $1.80M | 0.10% | +2,220+114.1% | Added |
| Kentucky Retirement Systems | 23,518 | $1.79M | 0.13% | +6,375+37.2% | Added |
| Syon Capital LLC | 4,109 | $1.78M | 0.09% | −130−3.1% | Reduced |
| Optas, LLC | 4,108 | $1.78M | 0.27% | +1,954+90.7% | Added |
| IFP Advisors, Inc | 4,087 | $1.77M | 0.04% | +628+18.2% | Added |
| Atomi Financial Group, Inc. | 4,081 | $1.76M | 0.05% | −611−13.0% | Reduced |
| Sagespring Wealth Partners, LLC | 4,065 | $1.76M | 0.03% | −98−2.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 4,036 | $1.75M | 0.96% | +512+14.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.73M | 0.53% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $1.73M | 0.89% | +4,000 | New |
| Scott & Selber, Inc. | 3,980 | $1.72M | 0.44% | −33−0.8% | Reduced |
| Gateway Investment Advisers LLC | 3,965 | $1.71M | 0.02% | 00.0% | Unchanged |
| William Allan, LLC | 3,960 | $1.71M | 1.01% | +3,960 | New |
| Templeton & Phillips Capital Management, LLC | 3,930 | $1.70M | 1.38% | +3,930 | New |
| Kornitzer Capital Management Inc | 3,869 | $1.67M | 0.04% | −2,292−37.2% | Reduced |
| First Bank & Trust | 3,864 | $1.67M | 0.27% | −1,511−28.1% | Reduced |
| Capital Asset Advisory Services LLC | 4,122 | $1.67M | 0.06% | −849−17.1% | Reduced |
| BCJ Capital Management, LLC | 3,840 | $1.66M | 0.09% | +1,313+52.0% | Added |
| Guardian Capital LP | 3,837 | $1.66M | 0.04% | −1,626−29.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,826 | $1.65M | 0.08% | +235+6.5% | Added |
| Inlet Private Wealth, LLC | 3,820 | $1.65M | 0.42% | −22−0.6% | Reduced |
| Roundview Capital LLC | 3,814 | $1.65M | 0.10% | +394+11.5% | Added |
| Howard Hughes Medical Institute | 3,794 | $1.64M | 0.39% | +3,734+6,223.3% | Added |
| Fulton Bank, N.A. | 3,790 | $1.64M | 0.06% | +1,323+53.6% | Added |
| Checchi Capital Advisers, LLC | 3,766 | $1.63M | 0.11% | +280+8.0% | Added |
| Ballentine Partners, LLC | 3,762 | $1.63M | 0.02% | −1,516−28.7% | Reduced |
| Pensionmark Financial Group, LLC | 3,758 | $1.63M | 0.03% | −2,060−35.4% | Reduced |
| Keebeck Wealth Management, LLC | 3,708 | $1.60M | 0.18% | −852−18.7% | Reduced |
| LMR Partners LLP | 3,700 | $1.60M | 0.01% | −61,306−94.3% | Reduced |
| Matrix Asset Advisors Inc | 3,693 | $1.60M | 0.15% | +3,243+720.7% | Added |
| Elevated Capital Advisors, LLC | 3,692 | $1.60M | 0.40% | +2,789+308.9% | Added |
| Prelude Capital Management, LLC | 3,634 | $1.57M | 0.12% | +2,673+278.1% | Added |
| Ledyard National Bank | 3,625 | $1.57M | 0.14% | +267+8.0% | Added |
| Savant Capital, LLC | 3,613 | $1.56M | 0.01% | −125−3.3% | Reduced |
| Cypress Advisory Group LLC | 3,587 | $1.55M | 1.18% | +3,587 | New |