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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 7,319 | $2.83M | 0.13% | −525−6.7% | Reduced |
| Canal Capital Management, LLC | 7,385 | $2.86M | 0.83% | +305+4.3% | Added |
| Stratos Wealth Partners, LTD. | 7,405 | $2.87M | 0.08% | −243−3.2% | Reduced |
| ExodusPoint Capital Management, LP | 7,440 | $2.88M | 0.04% | −40,235−84.4% | Reduced |
| Chesley Taft & Associates LLC | 7,440 | $2.88M | 0.21% | +3,515+89.6% | Added |
| City Holding Co | 7,469 | $2.89M | 0.57% | −197−2.6% | Reduced |
| Group One Trading, L.P. | 7,604 | $2.94M | 0.10% | −4,947−39.4% | Reduced |
| Emerson Point Capital LP | 7,605 | $2.95M | 1.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,649 | $2.96M | 0.14% | +208+2.8% | Added |
| Ocean Capital Management, LLC | 7,595 | $2.96M | 1.63% | +152+2.0% | Added |
| Duncker Streett & Co Inc | 7,659 | $2.97M | 0.77% | +4,245+124.3% | Added |
| Massmutual Trust Co FSB | 7,777 | $3.01M | 0.14% | +115+1.5% | Added |
| Boston Financial Mangement LLC | 7,814 | $3.03M | 0.13% | +3,503+81.3% | Added |
| Riverpark Capital Management LLC | 7,843 | $3.04M | 2.74% | +7,843 | New |
| Penobscot Investment Management Company, Inc. | 7,855 | $3.04M | 0.57% | +83+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,011 | $3.10M | 0.31% | +4,317+116.9% | Added |
| Triasima Portfolio Management inc. | 8,017 | $3.10M | 0.25% | +8,017 | New |
| Mitchell Capital Management Co | 8,106 | $3.14M | 0.89% | +8,106 | New |
| Nicholas Investment Partners, LP | 8,126 | $3.15M | 0.29% | +1,962+31.8% | Added |
| Synovus Financial Corp | 8,132 | $3.15M | 0.04% | +1,000+14.0% | Added |
| Iyo Bank, Ltd. | 8,183 | $3.17M | 1.70% | 00.0% | Unchanged |
| Papp L Roy & Associates | 8,265 | $3.20M | 0.48% | −28−0.3% | Reduced |
| Keeler Thomas Management LLC | 8,317 | $3.22M | 1.64% | +270+3.4% | Added |
| RiverPark Advisors, LLC | 8,342 | $3.23M | 1.05% | +8,342 | New |
| Sumitomo Life Insurance Co | 8,345 | $3.23M | 0.14% | −233−2.7% | Reduced |
| Boothbay Fund Management, LLC | 8,351 | $3.23M | 0.11% | +1,694+25.4% | Added |
| LMR Partners LLP | 8,404 | $3.25M | 0.08% | +4,778+131.8% | Added |
| Watchman Group, Inc. | 8,408 | $3.26M | 2.05% | +44+0.5% | Added |
| Alcosta Capital Management, Inc. | 8,415 | $3.26M | 3.19% | −227−2.6% | Reduced |
| First Citizens Bank & Trust Co | 8,454 | $3.27M | 0.11% | −1,899−18.3% | Reduced |
| Parsons Capital Management Inc | 8,617 | $3.34M | 0.30% | −61−0.7% | Reduced |
| Element Capital Management LLC | 8,627 | $3.34M | 1.60% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8,694 | $3.37M | 0.30% | +1,386+19.0% | Added |
| Karani Asset Management LLC | 8,708 | $3.37M | 3.42% | −3,058−26.0% | Reduced |
| Fiera Capital Corp | 8,788 | $3.40M | 0.01% | −925−9.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,871 | $3.44M | 0.22% | +606+7.3% | Added |
| Bamco Inc | 8,876 | $3.44M | 0.01% | +148+1.7% | Added |
| Harbour Capital Advisors, LLC | 8,961 | $3.47M | 1.20% | −30−0.3% | Reduced |
| National Asset Management, Inc. | 8,985 | $3.48M | 0.11% | +360+4.2% | Added |
| Holocene Advisors, LP | 9,027 | $3.50M | 0.02% | +9,027 | New |
| Dock Street Asset Management Inc | 9,050 | $3.50M | 0.84% | +9,050 | New |
| Bank of Hawaii | 9,052 | $3.51M | 0.24% | −1,237−12.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,094 | $3.52M | 0.23% | −1,190−11.6% | Reduced |
| Legal Advantage Investments, Inc. | 9,102 | $3.52M | 3.30% | +165+1.8% | Added |
| Stephens Inc | 9,127 | $3.54M | 0.08% | +5,697+166.1% | Added |
| Power Corp of Canada | 9,170 | $3.55M | 0.53% | +9,170 | New |
| Bouvel Investment Partners, LLC | 9,176 | $3.55M | 2.37% | +232+2.6% | Added |
| Biltmore Family Office, LLC | 9,220 | $3.57M | 0.82% | −10−0.1% | Reduced |
| Bishop Rock Capital, L.P. | 9,250 | $3.58M | 2.48% | −2,587−21.9% | Reduced |
| Mastrapasqua Asset Management Inc | 9,271 | $3.59M | 0.52% | +32+0.3% | Added |
| NWK Group, Inc. | 9,288 | $3.60M | 2.78% | −317−3.3% | Reduced |
| HBW Advisory Services LLC | 9,447 | $3.66M | 1.02% | −23−0.2% | Reduced |
| Morgan Jess S & Co Inc | 9,508 | $3.68M | 3.20% | +896+10.4% | Added |
| Kinneret Advisory, LLC | 9,554 | $3.70M | 0.51% | 00.0% | Unchanged |
| Central Trust Co | 9,643 | $3.73M | 0.13% | +194+2.1% | Added |
| Marietta Wealth Management, LLC | 9,732 | $3.77M | 0.94% | +3,239+49.9% | Added |
| First Hawaiian Bank | 9,741 | $3.77M | 0.15% | −146−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,766 | $3.78M | 0.17% | +15+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,795 | $3.79M | 2.80% | −100−1.0% | Reduced |
| Pathstone Family Office, LLC | 8,542 | $3.82M | 0.07% | +1,011+13.4% | Added |
| Andra AP-fonden | 9,900 | $3.83M | 0.13% | −4,500−31.3% | Reduced |
| Jacobs & Co | 9,974 | $3.86M | 0.56% | +743+8.0% | Added |
| LTS One Management LP | 10,000 | $3.87M | 0.59% | +10,000 | New |
| FourThought Financial, LLC | 10,040 | $3.89M | 0.57% | +268+2.7% | Added |
| Wetherby Asset Management Inc | 10,085 | $3.91M | 0.28% | +701+7.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,109 | $3.92M | 0.36% | +447+4.6% | Added |
| Freemont Management S.A. | 10,200 | $3.95M | 0.72% | −300−2.9% | Reduced |
| Raymond James Trust N.A. | 10,210 | $3.95M | 0.15% | +525+5.4% | Added |
| Kenfarb & Co. | 10,277 | $3.98M | 3.79% | 00.0% | Unchanged |
| Allstate Corp | 10,343 | $4.01M | 0.12% | −25−0.2% | Reduced |
| Greenleaf Trust | 10,347 | $4.01M | 0.06% | +140+1.4% | Added |
| Corient Capital Partners, LLC | 10,462 | $4.03M | 0.31% | +468+4.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,477 | $4.06M | 0.10% | −1,894−15.3% | Reduced |
| Kestra Advisory Services, LLC | 10,618 | $4.11M | 0.04% | −449−4.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,682 | $4.14M | 0.37% | −132−1.2% | Reduced |
| Impax Asset Management Group plc | 10,744 | $4.16M | 0.02% | +50+0.5% | Added |
| United Services Automobile Association | 10,844 | $4.20M | 0.12% | +477+4.6% | Added |
| AXS Investments LLC | 10,918 | $4.23M | 1.64% | −408−3.6% | Reduced |
| Buck Wealth Strategies, LLC | 8,303 | $4.24M | 1.98% | +8,303 | New |
| Vestmark Advisory Solutions, Inc. | 11,049 | $4.28M | 0.24% | +1,902+20.8% | Added |
| Redmond Asset Management, LLC | 11,085 | $4.29M | 1.60% | +299+2.8% | Added |
| Logan Capital Management Inc | 11,114 | $4.30M | 0.26% | −61−0.5% | Reduced |
| HM Payson & Co | 11,129 | $4.31M | 0.12% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 11,310 | $4.38M | 1.52% | +408+3.7% | Added |
| Intech Investment Management LLC | 11,320 | $4.38M | 0.03% | −6,650−37.0% | Reduced |
| TD Waterhouse Canada Inc. | 9,506 | $4.45M | 0.05% | −567−5.6% | Reduced |
| Trust Co of Virginia | 11,507 | $4.46M | 0.57% | −117−1.0% | Reduced |
| Oppenheimer & Co Inc | 11,552 | $4.47M | 0.10% | −49−0.4% | Reduced |
| LGT Group Foundation | 11,590 | $4.49M | 0.17% | −5,842−33.5% | Reduced |
| Assenagon Asset Management S.A. | 11,629 | $4.50M | 0.02% | +4,494+63.0% | Added |
| Siemens Fonds Invest GmbH | 11,672 | $4.52M | 0.52% | −371−3.1% | Reduced |
| Prudential PLC | 11,709 | $4.54M | 0.07% | +377+3.3% | Added |
| E. Ohman J:or Asset Management AB | 11,784 | $4.56M | 0.21% | −300−2.5% | Reduced |
| Picton Mahoney Asset Management | 11,785 | $4.57M | 0.21% | +11,785 | New |
| American National Bank | 11,823 | $4.58M | 1.10% | +6,398+117.9% | Added |
| BTC Capital Management, Inc. | 11,948 | $4.61M | 0.60% | −290−2.4% | Reduced |
| Advisory Services Network, LLC | 12,247 | $4.74M | 0.17% | −1,205−9.0% | Reduced |
| Kingfisher Capital LLC | 12,486 | $4.84M | 1.33% | +339+2.8% | Added |
| Cypress Capital Group | 12,716 | $4.92M | 0.82% | −190−1.5% | Reduced |
| Fulcrum Capital LLC | 12,863 | $4.98M | 1.48% | −336−2.5% | Reduced |