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, Q2 2026
Institutional positions in Intuit Inc. as of Jun 30, 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
- 1,755
- −239 vs. Q1 2026
- Shares held
- 243.0M
- +4.09M (+1.7%) vs. Q1 2026
- Total value
- $63.6B
- −$39.7B (−38.4%) vs. Q1 2026
- New holders
- 191
- 610 more added
- Sold out
- 430
- 805 more reduced
27 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedmont Private Capital | 6,696 | $1.84M | 0.05% | +3,181+90.5% | Added |
| Davenport & Co LLC | 7,036 | $1.84M | 0.01% | −13,690−66.1% | Reduced |
| Atria Investments LLC | 6,996 | $1.83M | 0.02% | −10,855−60.8% | Reduced |
| Watchman Group, Inc. | 6,924 | $1.81M | 0.40% | −296−4.1% | Reduced |
| Penserra Capital Management LLC | 6,902 | $1.80M | 0.01% | +5,354+345.9% | Added |
| Oxford Asset Management LLP | 6,896 | $1.80M | 0.89% | +6,896 | New |
| Change Path, LLC | 6,880 | $1.80M | 0.04% | −1,931−21.9% | Reduced |
| Bessemer Group Inc | 6,760 | $1.76M | 0.00% | −12,236−64.4% | Reduced |
| Savvy Advisors, Inc. | 6,760 | $1.76M | 0.04% | +231+3.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,670 | $1.74M | 0.94% | −715−9.7% | Reduced |
| 111 Capital | 6,657 | $1.74M | 0.30% | +3,688+124.2% | Added |
| First Financial Bank - Trust Division | 6,611 | $1.73M | 0.12% | −612−8.5% | Reduced |
| Parsons Capital Management Inc | 6,591 | $1.72M | 0.08% | +373+6.0% | Added |
| Financial Gravity Companies, Inc. | 6,503 | $1.70M | 0.28% | +6,503 | New |
| Envestnet Portfolio Solutions, Inc. | 6,473 | $1.69M | 0.01% | −3,123−32.5% | Reduced |
| Demars Financial Group, LLC | 6,466 | $1.69M | 0.47% | +3,176+96.5% | Added |
| Eventide Asset Management, LLC | 6,403 | $1.68M | 0.02% | −27,290−81.0% | Reduced |
| Empower Advisory Group, LLC | 6,411 | $1.67M | 0.00% | −486−7.0% | Reduced |
| Brevan Howard Capital Management LP | 6,396 | $1.67M | 0.02% | +4,092+177.6% | Added |
| Greenleaf Trust | 6,386 | $1.67M | 0.02% | −2,104−24.8% | Reduced |
| Saber Capital Managment, LLC | 6,370 | $1.66M | 1.20% | +1,005+18.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,348 | $1.66M | 0.18% | −391−5.8% | Reduced |
| WP Advisors, LLC | 6,343 | $1.66M | 0.40% | +5,052+391.3% | Added |
| Promethos Capital, LLC | 6,328 | $1.65M | 0.45% | −3,198−33.6% | Reduced |
| Balyasny Asset Management LLC | 6,326 | $1.65M | 0.00% | −197,002−96.9% | Reduced |
| Beacon Pointe Advisors, LLC | 6,280 | $1.64M | 0.01% | −2,469−28.2% | Reduced |
| Principal Securities, Inc. | 6,286 | $1.64M | 0.02% | −1,920−23.4% | Reduced |
| Scotia Capital Inc. | 6,254 | $1.63M | 0.01% | −747−10.7% | Reduced |
| Brighton Jones LLC | 6,248 | $1.63M | 0.03% | −2,400−27.8% | Reduced |
| Impact Partnership Wealth, LLC | 6,220 | $1.62M | 0.16% | +6,220 | New |
| La Banque Postale Asset Management SA | 6,211 | $1.62M | 0.02% | +300+5.1% | Added |
| Gsa Capital Partners LLP | 6,095 | $1.59M | 0.10% | +6,095 | New |
| Everence Capital Management Inc | 6,093 | $1.59M | 0.08% | −1,802−22.8% | Reduced |
| Centiva Capital, LP | 6,082 | $1.59M | 0.05% | +6,081+608,100.0% | Added |
| Stance Capital LLC | 6,071 | $1.58M | 0.48% | +2,997+97.5% | Added |
| Brown Brothers Harriman & Co | 6,066 | $1.58M | 0.01% | −1,111−15.5% | Reduced |
| Littlejohn Financial Services, Inc. | 6,056 | $1.58M | 1.15% | +6,056 | New |
| Sivia Capital Partners, LLC | 6,018 | $1.57M | 0.19% | +6,018 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,000 | $1.57M | 0.63% | +2,000+50.0% | Added |
| Keeler Thomas Management LLC | 5,939 | $1.55M | 0.55% | +600+11.2% | Added |
| Martin Capital Advisors, LLP | 5,920 | $1.55M | 0.81% | +170+3.0% | Added |
| Graham Capital Management, L.P. | 5,881 | $1.53M | 0.04% | −622−9.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,849 | $1.53M | 0.25% | +1,137+24.1% | Added |
| Ahara Advisors LLC | 5,849 | $1.53M | 1.03% | +3,965+210.5% | Added |
| Coldstream Capital Management Inc | 5,787 | $1.51M | 0.02% | −2,420−29.5% | Reduced |
| First Western Trust Bank | 5,772 | $1.51M | 0.07% | −1,364−19.1% | Reduced |
| HB Wealth Management, LLC | 5,759 | $1.50M | 0.01% | −2,499−30.3% | Reduced |
| Summit Global Investments | 5,732 | $1.50M | 0.08% | +3,687+180.3% | Added |
| AIA Group Ltd | 5,672 | $1.48M | 0.02% | −1,820−24.3% | Reduced |
| Consolidated Planning Corp | 5,658 | $1.48M | 0.20% | +210+3.9% | Added |
| Lighthouse Investment Partners, LLC | 5,655 | $1.48M | 0.05% | +5,655 | New |
| Fluent Financial, LLC | 5,570 | $1.45M | 0.52% | +5,570 | New |
| Financial Advisors Network, Inc. | 5,567 | $1.45M | 0.18% | +713+14.7% | Added |
| Anderson Hoagland & Co | 5,565 | $1.45M | 0.11% | −3,367−37.7% | Reduced |
| Logan Capital Management Inc | 5,562 | $1.45M | 0.05% | +5,562 | New |
| Guardian Partners Inc. | 5,559 | $1.45M | 0.13% | +130+2.4% | Added |
| Wedbush Securities Inc | 5,549 | $1.45M | 0.04% | +307+5.9% | Added |
| Fox Run Management, L.L.C. | 5,538 | $1.45M | 0.24% | +5,538 | New |
| Equitable Holdings, Inc. | 5,455 | $1.42M | 0.01% | −219−3.9% | Reduced |
| Tema ETFs LLC | 5,438 | $1.42M | 0.05% | −698−11.4% | Reduced |
| Two Point Capital Management, Inc. | 5,415 | $1.41M | 0.57% | −45−0.8% | Reduced |
| Monograph Wealth Advisors, LLC | 5,414 | $1.41M | 0.12% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 5,387 | $1.41M | 0.10% | +634+13.3% | Added |
| Accordant Advisory Group Inc | 5,377 | $1.40M | 0.95% | +5,377 | New |
| BOK Financial Private Wealth, Inc. | 5,262 | $1.37M | 0.07% | −508−8.8% | Reduced |
| Headlands Technologies LLC | 5,250 | $1.37M | 0.15% | +5,250 | New |
| Generali Investments, Management Co LLC | 5,227 | $1.36M | 0.30% | −2,234−29.9% | Reduced |
| Ted Buchan & Co | 5,227 | $1.36M | 0.45% | −757−12.7% | Reduced |
| RSM US Wealth Management LLC | 5,214 | $1.36M | 0.01% | −4,714−47.5% | Reduced |
| Meeder Advisory Services, Inc. | 5,212 | $1.36M | 0.05% | −927−15.1% | Reduced |
| Hancock Whitney Corp | 5,208 | $1.36M | 0.02% | −3,618−41.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,191 | $1.35M | 0.46% | +521+11.2% | Added |
| Doliver Advisors, LP | 5,171 | $1.35M | 0.31% | +3,389+190.2% | Added |
| Group One Trading, L.P. | 5,150 | $1.34M | 0.04% | +2,688+109.2% | Added |
| GAMMA Investing LLC | 5,133 | $1.34M | 0.05% | −2,027−28.3% | Reduced |
| Westside Investment Management, Inc. | 5,086 | $1.33M | 0.17% | +5,012+6,773.0% | Added |
| Perigon Wealth Management, LLC | 5,039 | $1.32M | 0.02% | +690+15.9% | Added |
| Sora Investors LLC | 5,013 | $1.31M | 0.10% | −67,963−93.1% | Reduced |
| Viking Fund Management LLC | 5,000 | $1.30M | 0.12% | 00.0% | Unchanged |
| Ally Financial Inc. | 5,000 | $1.30M | 0.17% | +2,000+66.7% | Added |
| Marks Group Wealth Management, Inc | 4,969 | $1.30M | 0.11% | −6,971−58.4% | Reduced |
| Tobam | 4,952 | $1.29M | 0.31% | +3,740+308.6% | Added |
| Mirova US LLC | 4,931 | $1.29M | 0.01% | −832−14.4% | Reduced |
| Aaron Wealth Advisors | 4,900 | $1.28M | 0.06% | +2,006+69.3% | Added |
| Simplicity Wealth,LLC | 4,896 | $1.28M | 0.04% | +3,533+259.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,891 | $1.28M | 0.04% | −2,169−30.7% | Reduced |
| Pensionmark Financial Group, LLC | 2,992 | $1.26M | 0.02% | −766−20.4% | Reduced |
| Ironwood Financial, llc | 4,332 | $1.26M | 0.20% | −4−0.1% | Reduced |
| Wealthspire Advisors, LLC | 4,783 | $1.25M | 0.01% | +3,037+173.9% | Added |
| AMG National Trust Bank | 4,777 | $1.25M | 0.03% | −7,447−60.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,743 | $1.24M | 0.05% | +917+24.0% | Added |
| Cache Advisors, LLC | 4,742 | $1.24M | 0.10% | +528+12.5% | Added |
| Richmond Brothers, Inc. | 4,734 | $1.24M | 0.64% | +4,734 | New |
| Atom Investors LP | 4,696 | $1.23M | 0.11% | +2,464+110.4% | Added |
| Allworth Financial LP | 4,668 | $1.22M | 0.01% | −2,276−32.8% | Reduced |
| Legacy Capital Group California, Inc. | 4,659 | $1.22M | 0.37% | +2,449+110.8% | Added |
| Harfst & Associates, Inc. | 4,658 | $1.22M | 0.19% | +321+7.4% | Added |
| Americana Partners, LLC | 4,646 | $1.21M | 0.03% | −18,069−79.5% | Reduced |
| ClearAlpha Technologies LP | 4,643 | $1.21M | 2.08% | +4,643 | New |
| Darwin Advisors, LLC | 4,640 | $1.21M | 0.33% | +2,066+80.3% | Added |