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 |
|---|---|---|---|---|---|
| Syntax Advisors, LLC | 544 | $211.0K | 0.18% | −50−8.4% | Reduced |
| L2 Asset Management, LLC | 551 | $213.0K | 0.16% | +551 | New |
| Bigelow Investment Advisors, LLC | 550 | $213.0K | 0.13% | +550 | New |
| Colonial Trust Co | 550 | $213.0K | 0.07% | +550 | New |
| Independent Financial Group, LLC | 550 | $213.0K | 0.02% | −80−12.7% | Reduced |
| Echo45 Advisors LLC | 552 | $214.0K | 0.22% | −11−2.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 500 | $214.0K | 0.15% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 554 | $215.0K | 0.24% | 00.0% | Unchanged |
| West Coast Financial LLC | 560 | $217.0K | 0.04% | +1+0.2% | Added |
| Jackson Square Capital, LLC | 560 | $217.0K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 560 | $217.0K | 0.01% | +560 | New |
| CX Institutional | 563 | $218.0K | 0.02% | −3,627−86.6% | Reduced |
| CenterBook Partners LP | 562 | $218.0K | 0.04% | −2,139−79.2% | Reduced |
| IMPACTfolio, LLC | 563 | $218.0K | 0.21% | +4+0.7% | Added |
| Momentum Advisors, LLC | 562 | $218.0K | 0.24% | +562 | New |
| Freestone Capital Holdings, LLC | 573 | $222.0K | 0.01% | −710−55.3% | Reduced |
| Eagle Ridge Investment Management | 575 | $223.0K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 577 | $223.0K | 0.01% | +7+1.2% | Added |
| Geneos Wealth Management Inc. | 580 | $224.0K | 0.02% | −573−49.7% | Reduced |
| Cedar Mountain Advisors, LLC | 578 | $224.0K | 0.07% | +1+0.2% | Added |
| Warren Averett Asset Management, LLC | 577 | $224.0K | 0.02% | +1+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 586 | $227.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 587 | $227.0K | 0.06% | +57+10.8% | Added |
| PFS Investments Inc. | 586 | $227.0K | 0.00% | +586 | New |
| Valeo Financial Advisors, LLC | 589 | $228.0K | 0.01% | +12+2.1% | Added |
| Curated Wealth Partners LLC | 588 | $228.0K | 0.07% | +588 | New |
| Corundum Group, Inc. | 591 | $229.0K | 0.14% | +6+1.0% | Added |
| Emerald Advisers, LLC | 595 | $230.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 593 | $230.0K | 0.02% | +593 | New |
| Fort, L.P. | 597 | $231.0K | 0.29% | −716−54.5% | Reduced |
| Synergy Financial Group, LTD | 596 | $231.0K | 0.35% | 00.0% | Unchanged |
| PDT Partners, LLC | 600 | $232.0K | 0.04% | −4,716−88.7% | Reduced |
| PDS Planning, Inc | 600 | $232.0K | 0.04% | −106−15.0% | Reduced |
| Westwood Management Corp | 600 | $232.0K | 0.03% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $232.0K | 0.13% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $232.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $232.0K | 0.28% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 600 | $232.0K | 0.14% | 00.0% | Unchanged |
| Gouws Capital LLC | 600 | $232.0K | 0.23% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 600 | $232.0K | 0.15% | +50+9.1% | Added |
| Enlightenment Research, LLC | 600 | $232.0K | 0.51% | +600 | New |
| CFO4Life Group, LLC | 598 | $232.0K | 0.06% | +598 | New |
| Concord Wealth Partners | 602 | $233.0K | 0.07% | +16+2.7% | Added |
| Newman Dignan & Sheerar, Inc. | 603 | $234.0K | 0.09% | +3+0.5% | Added |
| Nixon Peabody Trust Co | 606 | $234.7K | 0.20% | −809−57.2% | Reduced |
| TCTC Holdings, LLC | 609 | $235.0K | 0.01% | −2−0.3% | Reduced |
| Alera Investment Advisors, LLC | 610 | $236.0K | 0.07% | −12−1.9% | Reduced |
| Southern Capital Advisors, LLC | 609 | $236.0K | 0.19% | +1+0.2% | Added |
| Sonora Investment Management Group, LLC | 621 | $239.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 616 | $239.0K | 0.06% | +270+78.0% | Added |
| Moors & Cabot, Inc. | 618 | $240.0K | 0.02% | +1+0.2% | Added |
| Investment Partners, Ltd. | 620 | $240.0K | 0.07% | +620 | New |
| Guyasuta Investment Advisors Inc | 621 | $241.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 623 | $241.0K | 0.28% | +376+152.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 625 | $242.0K | 0.07% | −10−1.6% | Reduced |
| Prospera Financial Services Inc | 626 | $242.0K | 0.01% | +119+23.5% | Added |
| Principal Street Partners, LLC | 625 | $242.0K | 0.06% | +625 | New |
| MJP Associates Inc | 627 | $243.0K | 0.07% | −15−2.3% | Reduced |
| Somerville Kurt F | 630 | $244.0K | 0.05% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 632 | $244.8K | 0.08% | −36−5.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 634 | $245.0K | 0.03% | +634 | New |
| TRUE Private Wealth Advisors | 636 | $246.0K | 0.04% | +33+5.5% | Added |
| WR Wealth Planners, LLC | 637 | $246.7K | 0.17% | +264+70.8% | Added |
| Camden National Bank | 637 | $247.0K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 637 | $247.0K | 0.09% | +44+7.4% | Added |
| Western Wealth Management, LLC | 642 | $247.0K | 0.01% | +642 | New |
| Hummer Financial Advisory Services Inc | 640 | $248.0K | 0.29% | 00.0% | Unchanged |
| TCWP LLC | 643 | $249.0K | 0.05% | −73−10.2% | Reduced |
| Lifeworks Advisors, LLC | 588 | $251.0K | 0.14% | −1,888−76.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 654 | $253.0K | 0.02% | −975−59.9% | Reduced |
| First Affirmative Financial Network | 654 | $253.0K | 0.32% | +6+0.9% | Added |
| Machina Capital S.A.S. | 653 | $253.0K | 0.54% | +653 | New |
| Parkside Financial Bank & Trust | 658 | $255.0K | 0.08% | +80+13.8% | Added |
| Global Retirement Partners, LLC | 597 | $255.0K | 0.02% | +71+13.5% | Added |
| St. Louis Trust Co | 674 | $256.0K | 0.07% | 00.0% | Unchanged |
| Berkshire Bank | 664 | $257.0K | 0.08% | +664 | New |
| Concentrum Wealth Management | 665 | $258.0K | 0.22% | 00.0% | Unchanged |
| We Are One Seven, LLC | 675 | $261.0K | 0.02% | −7−1.0% | Reduced |
| John G Ullman & Associates Inc | 675 | $261.0K | 0.05% | 00.0% | Unchanged |
| XR Securities LLC | 677 | $262.0K | 0.24% | +677 | New |
| Intelligence Driven Advisers, LLC | 640 | $263.0K | 0.05% | −85−11.7% | Reduced |
| TCI Wealth Advisors, Inc. | 681 | $264.0K | 0.04% | −109−13.8% | Reduced |
| EverSource Wealth Advisors, LLC | 679 | $264.0K | 0.06% | +201+42.1% | Added |
| Vigilare Wealth Management | 683 | $265.0K | 0.34% | −35−4.9% | Reduced |
| Great Diamond Partners, LLC | 686 | $265.0K | 0.09% | +18+2.7% | Added |
| Resources Management Corp | 690 | $267.0K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 692 | $268.0K | 0.08% | −19−2.7% | Reduced |
| Legacy Bridge, LLC | 695 | $269.0K | 0.21% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 694 | $269.0K | 0.07% | +99+16.6% | Added |
| Two Sigma Securities, LLC | 696 | $270.0K | 0.04% | −2,976−81.0% | Reduced |
| Summit Trail Advisors, LLC | 696 | $270.0K | 0.01% | −54−7.2% | Reduced |
| QCM Cayman, Ltd. | 696 | $270.0K | 3.94% | +696 | New |
| WP Advisors, LLC | 706 | $273.0K | 0.12% | +25+3.7% | Added |
| Washington Trust Advisors, Inc. | 711 | $275.0K | 0.03% | −83−10.5% | Reduced |
| JJJ Advisors Inc. | 711 | $276.0K | 0.09% | +31+4.6% | Added |
| Column Capital Advisors, LLC | 713 | $276.0K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 721 | $279.0K | 0.03% | −17−2.3% | Reduced |
| Essex Financial Services, Inc. | 722 | $280.0K | 0.03% | −75−9.4% | Reduced |
| South State Corp. | 724 | $280.0K | 0.03% | −30−4.0% | Reduced |
| Grandfield & Dodd, LLC | 723 | $280.0K | 0.02% | 00.0% | Unchanged |