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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 12,886 | $4.99M | 0.42% | −2,500−16.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,912 | $5.00M | 0.09% | +2,156+20.0% | Added |
| Advisor Partners II, LLC | 12,940 | $5.01M | 0.38% | +12,940 | New |
| Boston Trust Walden Corp | 12,943 | $5.01M | 0.05% | −1,694−11.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 13,003 | $5.04M | 3.21% | 00.0% | Unchanged |
| LMCG Investments, LLC | 13,041 | $5.05M | 0.37% | +43+0.3% | Added |
| Oak Ridge Investments LLC | 13,249 | $5.13M | 0.78% | −339−2.5% | Reduced |
| Credit Agricole S A | 13,282 | $5.14M | 0.17% | +3,198+31.7% | Added |
| Essex Investment Management Co LLC | 13,283 | $5.14M | 0.82% | 00.0% | Unchanged |
| American Money Management, LLC | 13,319 | $5.16M | 1.57% | −172−1.3% | Reduced |
| First Western Trust Bank | 13,391 | $5.19M | 0.35% | +679+5.3% | Added |
| Sculptor Capital LP | 13,397 | $5.19M | 0.07% | +13,397 | New |
| Resonate Capital, LLC | 13,428 | $5.20M | 7.77% | −378−2.7% | Reduced |
| Bradley Foster & Sargent Inc | 13,441 | $5.21M | 0.14% | +4,985+59.0% | Added |
| HighTower Trust Services, LTA | 13,455 | $5.21M | 0.57% | +13,455 | New |
| GWM Advisors LLC | 13,455 | $5.21M | 0.09% | −227−1.7% | Reduced |
| Carmignac Gestion | 13,422 | $5.24M | 0.11% | −1,443−9.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,528 | $5.24M | 0.22% | +394+3.0% | Added |
| Eagle Capital Management, LLC | 13,852 | $5.37M | 3.35% | +10+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 13,902 | $5.38M | 0.51% | −3,910−22.0% | Reduced |
| AE Wealth Management LLC | 13,945 | $5.40M | 0.04% | −1,289−8.5% | Reduced |
| Achmea Investment Management B.V. | 14,016 | $5.43M | 0.19% | −5,596−28.5% | Reduced |
| Amica Mutual Insurance Co | 14,076 | $5.45M | 0.77% | +4,151+41.8% | Added |
| Bailard, Inc. | 14,089 | $5.46M | 0.23% | −65−0.5% | Reduced |
| Donaldson Capital Management, LLC | 14,353 | $5.56M | 0.31% | −46−0.3% | Reduced |
| Montag A & Associates Inc | 14,371 | $5.57M | 0.39% | +1,146+8.7% | Added |
| Conning Inc. | 14,404 | $5.58M | 0.20% | −2,961−17.1% | Reduced |
| Banque Cantonale Vaudoise | 14,403 | $5.58M | 0.32% | +1,727+13.6% | Added |
| Broadleaf Partners, LLC | 14,452 | $5.60M | 2.33% | −32−0.2% | Reduced |
| New Mexico Educational Retirement Board | 14,478 | $5.61M | 0.30% | −1,200−7.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,556 | $5.64M | 0.13% | +2,097+16.8% | Added |
| Ergoteles LLC | 14,577 | $5.65M | 0.20% | −8,767−37.6% | Reduced |
| Canada Pension Plan Investment Board | 14,643 | $5.67M | 0.01% | −22,441−60.5% | Reduced |
| Crossmark Global Holdings, Inc. | 14,690 | $5.69M | 0.16% | −452−3.0% | Reduced |
| Cyrus J. Lawrence, LLC | 14,715 | $5.70M | 1.68% | +14,715 | New |
| Unio Capital LLC | 14,727 | $5.70M | 3.45% | −194−1.3% | Reduced |
| Hantz Financial Services, Inc. | 14,922 | $5.78M | 0.20% | +464+3.2% | Added |
| Gluskin Sheff & Assoc Inc | 14,990 | $5.81M | 0.35% | +4,146+38.2% | Added |
| Sycomore Asset Management | 14,752 | $5.84M | 1.65% | +4,270+40.7% | Added |
| Chartwell Investment Partners, LLC | 15,123 | $5.86M | 0.25% | −140−0.9% | Reduced |
| Elk River Wealth Management, LLC | 15,201 | $5.89M | 1.55% | +416+2.8% | Added |
| Stonebridge Capital Management Inc | 15,210 | $5.89M | 3.04% | −50−0.3% | Reduced |
| Regentatlantic Capital LLC | 15,249 | $5.91M | 0.18% | +1,314+9.4% | Added |
| Account Management LLC | 15,269 | $5.91M | 8.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,317 | $5.93M | 0.03% | +985+6.9% | Added |
| Harvest Volatility Management LLC | 14,973 | $5.94M | 1.03% | −401−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,386 | $5.96M | 0.23% | +43+0.3% | Added |
| Avantax Advisory Services, Inc. | 15,557 | $6.03M | 0.09% | +1,199+8.4% | Added |
| Advent International Corp | 15,850 | $6.14M | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 15,909 | $6.16M | 0.69% | −213−1.3% | Reduced |
| Cipher Capital LP | 15,915 | $6.16M | 1.00% | +13,315+512.1% | Added |
| Trust Co of Vermont | 15,932 | $6.17M | 0.49% | +618+4.0% | Added |
| Glenmede Trust Co NA | 16,060 | $6.22M | 0.04% | −1,618−9.2% | Reduced |
| Brookfield Asset Management Inc. | 16,187 | $6.27M | 0.02% | +10,684+194.1% | Added |
| Metropolitan Life Insurance Co | 16,198 | $6.27M | 0.30% | −243−1.5% | Reduced |
| Profund Advisors LLC | 16,395 | $6.35M | 0.46% | −955−5.5% | Reduced |
| PEAK6 Investments LLC | 16,431 | $6.36M | 0.24% | +16,425+273,750.0% | Added |
| Motco | 16,456 | $6.37M | 0.50% | +1,293+8.5% | Added |
| Dowling & Yahnke LLC | 16,483 | $6.38M | 0.30% | +217+1.3% | Added |
| Ossiam | 16,631 | $6.44M | 0.19% | −7,822−32.0% | Reduced |
| First Horizon Advisors, Inc. | 16,681 | $6.46M | 0.26% | −196−1.2% | Reduced |
| Bessemer Group Inc | 16,750 | $6.49M | 0.02% | +45+0.3% | Added |
| Financial Counselors Inc | 16,752 | $6.49M | 0.16% | −59−0.4% | Reduced |
| Addenda Capital Inc. | 16,880 | $6.54M | 0.30% | −2,439−12.6% | Reduced |
| Armistice Capital, LLC | 17,000 | $6.58M | 0.17% | +17,000 | New |
| Cullinan Associates Inc | 17,105 | $6.63M | 0.42% | −10.0% | Reduced |
| Steel Peak Wealth Management LLC | 17,130 | $6.63M | 0.50% | −10,090−37.1% | Reduced |
| Cresset Asset Management, LLC | 17,225 | $6.67M | 0.08% | +1,007+6.2% | Added |
| Ieq Capital, LLC | 17,247 | $6.68M | 0.18% | +5,233+43.6% | Added |
| Huntington National Bank | 17,296 | $6.70M | 0.08% | −1,174−6.4% | Reduced |
| JustInvest LLC | 17,307 | $6.70M | 0.30% | +2,424+16.3% | Added |
| McKinley Carter Wealth Services, Inc. | 17,512 | $6.78M | 0.63% | +339+2.0% | Added |
| Ethic Inc. | 17,755 | $6.88M | 0.47% | +3,665+26.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,909 | $6.94M | 0.01% | +169+1.0% | Added |
| Atria Investments LLC | 17,924 | $6.94M | 0.15% | +43+0.2% | Added |
| Summit Global Investments | 17,942 | $6.95M | 0.64% | −11,759−39.6% | Reduced |
| Peapack Gladstone Financial Corp | 17,952 | $6.95M | 0.14% | +200+1.1% | Added |
| TD Private Client Wealth LLC | 18,541 | $7.18M | 0.37% | −139−0.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 18,563 | $7.19M | 0.98% | −969−5.0% | Reduced |
| Madison Asset Management, LLC | 18,692 | $7.24M | 0.12% | +16+0.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,797 | $7.28M | 0.38% | −2,431−11.5% | Reduced |
| First Long Island Investors, LLC | 19,100 | $7.40M | 0.82% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,106 | $7.40M | 0.04% | +553+3.0% | Added |
| Mercer Global Advisors Inc | 19,248 | $7.46M | 0.04% | +7,868+69.1% | Added |
| Sara-Bay Financial | 19,306 | $7.48M | 4.16% | +50+0.3% | Added |
| GHP Investment Advisors, Inc. | 19,356 | $7.50M | 0.58% | +429+2.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,371 | $7.50M | 0.03% | −26,495−57.8% | Reduced |
| Citizens Financial Group Inc | 19,402 | $7.51M | 0.33% | +14,470+293.4% | Added |
| Copeland Capital Management, LLC | 19,543 | $7.57M | 0.25% | −788−3.9% | Reduced |
| Laurion Capital Management LP | 19,595 | $7.59M | 0.21% | +19,595 | New |
| Texas Capital Bank Wealth Management Services Inc | 19,706 | $7.63M | 0.98% | −4,163−17.4% | Reduced |
| Central Bank & Trust Co | 19,717 | $7.64M | 1.64% | −661−3.2% | Reduced |
| Meeder Asset Management Inc | 19,719 | $7.64M | 0.44% | +873+4.6% | Added |
| Headinvest, LLC | 19,832 | $7.68M | 1.84% | −212−1.1% | Reduced |
| XXEC, Inc. | 19,913 | $7.71M | 6.64% | −100−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 20,126 | $7.79M | 0.29% | −1,078−5.1% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $7.98M | 0.42% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 20,671 | $8.01M | 1.28% | +231+1.1% | Added |
| Sheets Smith Wealth Management | 20,847 | $8.07M | 1.35% | +17+0.1% | Added |
| Tocqueville Asset Management L.P. | 20,860 | $8.08M | 0.16% | −50−0.2% | Reduced |