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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 63 | $25.0K | 0.00% | +63 | New |
| Barrett & Company, Inc. | 65 | $25.3K | 0.02% | +65 | New |
| Solstein Capital, LLC | 76 | $29.0K | 0.03% | 00.0% | Unchanged |
| Resolute Partners Group | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 74 | $29.0K | 0.00% | +60+428.6% | Added |
| United Community Bank | 80 | $31.0K | 0.03% | −112−58.3% | Reduced |
| O'Dell Group, LLC | 80 | $31.0K | 0.01% | −5−5.9% | Reduced |
| Princeton Global Asset Management LLC | 80 | $31.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 89 | $34.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 89 | $35.0K | 0.01% | −3−3.3% | Reduced |
| Abound Wealth Management | 93 | $36.0K | 0.02% | +93 | New |
| Edge Capital Group, LLC | 95 | $37.0K | 0.00% | −299,774−100.0% | Reduced |
| West Paces Advisors Inc. | 100 | $38.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $39.5K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 107 | $41.0K | 0.10% | −3−2.7% | Reduced |
| Piscataqua Savings Bank | 107 | $41.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 106 | $41.0K | 0.03% | +6+6.0% | Added |
| SkyView Investment Advisors, LLC | 108 | $42.0K | 0.01% | −5−4.4% | Reduced |
| Arlington Partners LLC | 110 | $43.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 115 | $44.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 115 | $45.0K | 0.01% | −11−8.7% | Reduced |
| Norway Savings Bank | 116 | $45.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 114 | $47.0K | 0.01% | +24+26.7% | Added |
| Washington Trust Co | 122 | $48.0K | 0.00% | +7+6.1% | Added |
| Almanack Investment Partners, LLC. | 126 | $49.0K | 0.01% | −838−86.9% | Reduced |
| SOA Wealth Advisors, LLC. | 127 | $49.0K | 0.01% | −6−4.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 127 | $49.0K | 0.02% | +127 | New |
| Global Financial Private Client, LLC | 129 | $51.2K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 133 | $52.0K | 0.01% | +8+6.4% | Added |
| Eagle Bay Advisors LLC | 138 | $53.0K | 0.03% | +2+1.5% | Added |
| Highline Wealth Partners LLC | 137 | $53.0K | 0.04% | +137 | New |
| Core Alternative Capital | 139 | $54.0K | 0.01% | +9+6.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $58.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 155 | $60.0K | 0.01% | +32+26.0% | Added |
| Hillsdale Investment Management Inc. | 161 | $62.0K | 0.01% | +31+23.8% | Added |
| Lumature Wealth Partners, LLC | 170 | $66.0K | 0.04% | −10−5.6% | Reduced |
| Western Pacific Wealth Management, LP | 178 | $68.0K | 0.07% | +174+4,350.0% | Added |
| Atlas Capital Advisors LLC | 176 | $68.2K | 0.01% | +8+4.8% | Added |
| Emerald Mutual Fund Advisers Trust | 179 | $69.0K | 0.00% | +2+1.1% | Added |
| Salem Investment Counselors Inc | 180 | $70.0K | 0.00% | −22−10.9% | Reduced |
| Money Concepts Capital Corp | 184 | $71.0K | 0.00% | +3+1.7% | Added |
| Plante Moran Financial Advisors, LLC | 187 | $72.0K | 0.01% | +13+7.5% | Added |
| Farmers & Merchants Investments Inc | 185 | $72.0K | 0.00% | +35+23.3% | Added |
| Bell Investment Advisors, Inc | 185 | $72.0K | 0.02% | +34+22.5% | Added |
| Cedar Wealth Management, LLC | 189 | $73.0K | 0.04% | −101−34.8% | Reduced |
| Harbor Capital Advisors, Inc. | 191 | $74.0K | 0.07% | −225−54.1% | Reduced |
| Financial Management Professionals, Inc. | 193 | $75.0K | 0.02% | +6+3.2% | Added |
| Versant Capital Management, Inc | 197 | $76.0K | 0.03% | +7+3.7% | Added |
| Birch Capital Management, LLC | 197 | $76.3K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 205 | $79.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 205 | $79.0K | 0.07% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 212 | $82.0K | 0.04% | +212 | New |
| Cambridge Trust Co | 217 | $84.0K | 0.00% | −2−0.9% | Reduced |
| Jones Financial Companies LLLP | 222 | $86.0K | 0.00% | −31−12.3% | Reduced |
| C M Bidwell & Associates Ltd | 222 | $86.0K | 0.07% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 225 | $87.0K | 0.06% | −71−24.0% | Reduced |
| Catalyst Capital Advisors LLC | 225 | $87.0K | 0.00% | −1−0.4% | Reduced |
| Providence First Trust Co | 225 | $87.0K | 0.05% | +225 | New |
| Sutton Wealth Advisors Inc. | 228 | $88.3K | 0.04% | +34+17.5% | Added |
| DT Investment Partners, LLC | 246 | $95.0K | 0.02% | +246 | New |
| Harbour Investments, Inc. | 250 | $96.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 269 | $104.0K | 0.03% | +15+5.9% | Added |
| BerganKDV Wealth Management, LLC | 272 | $105.0K | 0.01% | −71−20.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 275 | $106.5K | 0.06% | +250+1,000.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 278 | $108.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 285 | $110.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 297 | $115.0K | 0.01% | −64−17.7% | Reduced |
| KB Financial Partners, LLC | 301 | $117.0K | 0.04% | −41−12.0% | Reduced |
| Islay Capital Management, LLC | 325 | $126.0K | 0.15% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 333 | $129.0K | 0.03% | +60+22.0% | Added |
| Howe & Rusling Inc | 360 | $139.0K | 0.02% | −152−29.7% | Reduced |
| Seldon Capital LP | 378 | $146.0K | 0.10% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 379 | $147.0K | 0.19% | 00.0% | Unchanged |
| Crewe Advisors LLC | 391 | $151.0K | 0.03% | +82+26.5% | Added |
| Atticus Wealth Management, LLC | 395 | $152.0K | 0.07% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $155.0K | 0.01% | −15−3.6% | Reduced |
| Fortis Advisors, LLC | 400 | $155.0K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 402 | $155.0K | 0.00% | +142+54.6% | Added |
| Glassman Wealth Services | 419 | $162.0K | 0.03% | +41+10.8% | Added |
| Covestor Ltd | 444 | $172.0K | 0.15% | +28+6.7% | Added |
| McClarren Financial Advisors, Inc. | 450 | $174.0K | 0.17% | +450 | New |
| Johnson Financial Group, Inc. | 410 | $175.0K | 0.02% | +16+4.1% | Added |
| Sandy Spring Bank | 466 | $180.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 475 | $184.0K | 0.07% | +33+7.5% | Added |
| Harbor Investment Advisory, LLC | 507 | $196.0K | 0.03% | +161+46.5% | Added |
| Centaurus Financial, Inc. | 511 | $198.0K | 0.02% | +25+5.1% | Added |
| XML Financial, LLC | 520 | $201.0K | 0.03% | +520 | New |
| Triumph Capital Management | 522 | $202.0K | 0.11% | −790−60.2% | Reduced |
| Ssi Investment Management LLC | 518 | $202.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 526 | $203.0K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 477 | $204.0K | 0.02% | +10+2.1% | Added |
| Premier Fund Managers Ltd | 520 | $206.0K | 0.02% | −9,894−95.0% | Reduced |
| Ameritas Advisory Services, LLC | 533 | $206.0K | 0.01% | +533 | New |
| High Falls Advisors, Inc | 535 | $207.0K | 0.07% | +1+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 537 | $208.0K | 0.05% | −173−24.4% | Reduced |
| FinTrust Capital Advisors, LLC | 510 | $208.0K | 0.05% | −112−18.0% | Reduced |
| FFT Wealth Management LLC | 539 | $209.0K | 0.03% | +539 | New |
| LGL Partners, LLC | 539 | $209.0K | 0.04% | +539 | New |
| Gradient Capital Advisors, LLC | 542 | $210.0K | 0.10% | +542 | New |
| Vantage Consulting Group Inc | 544 | $211.0K | 0.12% | −50−8.4% | Reduced |