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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, Q3 2022

Institutional positions in Intuit Inc. as of Sep 30, 2022. 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
1,511
+31 vs. Q2 2022
Shares held
236.0M
+813.5K (+0.3%) vs. Q2 2022
Total value
$91.5B
+$893.2M (+1.0%) vs. Q2 2022
New holders
129
638 more added
Sold out
98
525 more reduced

21 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 1,511 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ3 2022: $91.5B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2022.

Institutions holding INTU in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp28$00.00%−15−34.9%Reduced
Carmichael Hill & Associates, Inc.1$00.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$00.00%+1New
Macroview Investment Management LLC3$1.00K0.00%−18−85.7%Reduced
WestEnd Advisors, LLC2$1.00K0.00%−1−33.3%Reduced
Surevest, LLC2$1.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC2$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC2$1.00K0.00%00.0%Unchanged
American Research & Management Co.2$1.00K0.00%+2New
SJS Investment Consulting Inc.3$1.00K0.00%+3New
Financial Synergies Wealth Advisors, Inc.3$1.16K0.00%−2−40.0%Reduced
USA Financial Portformulas Corp6$2.00K0.00%−9−60.0%Reduced
Sugarloaf Wealth Management, LLC4$2.00K0.00%00.0%Unchanged
TFC Financial Management6$2.00K0.00%00.0%Unchanged
Castleview Partners, LLC4$2.00K0.00%+4New
EdgeRock Capital LLC4$2.00K0.00%+4New
Dakota Community Bank & Trust NA5$2.00K0.01%+5New
Absolute Capital Management, LLC6$2.38K0.00%+6New
Schubert & Co8$3.00K0.00%−4−33.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.00K0.00%00.0%Unchanged
Private Ocean, LLC8$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC8$3.00K0.00%−1−11.1%Reduced
RWM Asset Management, LLC8$3.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$3.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC9$3.00K0.03%00.0%Unchanged
Gradient Investments LLC8$3.00K0.00%+3+60.0%Added
Capital Analysts, LLC8$3.00K0.00%+8New
Kelly Financial Services LLC10$3.87K0.00%00.0%Unchanged
Mascoma Wealth Management LLC11$4.00K0.00%−11−50.0%Reduced
Thomas White International Ltd10$4.00K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$4.00K0.00%00.0%Unchanged
MCF Advisors LLC10$4.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC11$4.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.10$4.00K0.00%00.0%Unchanged
Cowa, LLC10$4.00K0.00%+10New
TSFG, LLC12$5.00K0.00%−3−20.0%Reduced
HighMark Wealth Management LLC13$5.00K0.00%00.0%Unchanged
Emfo, LLC12$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.12$5.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$5.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC13$5.00K0.00%+6+85.7%Added
Colonial Trust Advisors13$5.00K0.00%+13New
Mizuho Securities Co. Ltd.15$6.00K0.00%00.0%Unchanged
Creative Financial Designs Inc16$6.00K0.00%00.0%Unchanged
Lee Financial Co17$6.00K0.00%+1+6.3%Added
Wolff Wiese Magana LLC15$6.00K0.00%+11+275.0%Added
Old North State Trust, LLC16$6.00K0.01%+16New
Bellwether Advisors, LLC16$6.00K0.00%+16New
Clearview Wealth Advisors LLC17$7.00K0.01%−59−77.6%Reduced
Tortoise Investment Management, LLC17$7.00K0.00%−3−15.0%Reduced
IAG Wealth Partners, LLC17$7.00K0.00%00.0%Unchanged
Rise Advisors, LLC18$7.00K0.01%00.0%Unchanged
Raleigh Capital Management Inc.19$7.00K0.00%+8+72.7%Added
Coastal Capital Group, Inc.17$7.00K0.00%+17New
GoalVest Advisory LLC21$8.00K0.01%−842−97.6%Reduced
Kistler-Tiffany Companies, LLC20$8.00K0.00%00.0%Unchanged
Centiva Capital, LP21$8.00K0.00%+21New
Dividend Assets Capital, LLC24$9.00K0.00%00.0%Unchanged
Bollard Group LLC23$9.00K0.00%00.0%Unchanged
Pflug Koory, LLC23$9.00K0.01%+23New
Aspire Private Capital, LLC27$10.0K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC28$10.0K0.01%+9+47.4%Added
Selective Wealth Management, Inc.26$10.0K0.00%+4+18.2%Added
Stonebridge Capital Advisors LLC26$10.0K0.00%+9+52.9%Added
Community Bank, N.A.26$10.0K0.00%+26New
Raffa Wealth Management, LLC26$10.1K0.00%00.0%Unchanged
Red Cedar Capital, LLC29$11.0K0.01%+7+31.8%Added
Northwest Investment Counselors, LLC31$12.0K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.30$12.0K0.16%00.0%Unchanged
Front Row Advisors LLC32$12.0K0.01%00.0%Unchanged
Larson Financial Group LLC30$12.0K0.00%+28+1,400.0%Added
Sittner & Nelson, LLC34$13.0K0.01%00.0%Unchanged
HWG Holdings LP33$13.0K0.01%+33New
Tyler-Stone Wealth Management36$14.0K0.01%00.0%Unchanged
Axiom Investment Management LLC35$14.0K0.03%+35New
Moisand Fitzgerald Tamayo, LLC37$14.0K0.00%+37New
Standard Family Office LLC35$14.0K0.01%+35New
Hanson & Doremus Investment Management39$15.0K0.00%00.0%Unchanged
Bogart Wealth, LLC38$15.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC38$15.0K0.00%+23+153.3%Added
Baystate Wealth Management LLC42$16.0K0.00%00.0%Unchanged
Key Financial Inc41$16.0K0.01%00.0%Unchanged
Close Asset Management Ltd45$17.0K0.00%+18+66.7%Added
Optimum Investment Advisors44$17.0K0.01%+24+120.0%Added
Loomis Sayles & Co L P46$18.0K0.00%−33−41.8%Reduced
GPS Wealth Strategies Group, LLC45$18.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC45$18.0K0.00%+3+7.1%Added
Bourgeon Capital Management LLC46$18.0K0.00%+12+35.3%Added
Sierra Capital LLC46$18.0K0.00%+11+31.4%Added
Albion Financial Group50$19.0K0.00%−3,663−98.7%Reduced
First Financial Corp49$19.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.36$19.0K0.01%00.0%Unchanged
City State Bank50$19.0K0.01%+50New
McIlrath & Eck, LLC51$20.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust55$21.0K0.01%00.0%Unchanged
Bangor Savings Bank54$21.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.54$21.0K0.01%+6+12.5%Added
SRS Capital Advisors, Inc.59$23.0K0.00%−17−22.4%Reduced
Tucker Asset Management LLC55$23.5K0.01%+30+120.0%Added
Atwood & Palmer Inc65$25.0K0.00%00.0%Unchanged