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 |
|---|---|---|---|---|---|
| Planned Solutions, Inc. | 722 | $280.0K | 0.24% | 00.0% | Unchanged |
| Financial Architects, Inc | 722 | $280.0K | 0.05% | +722 | New |
| Johnson Bixby & Associates, LLC | 725 | $281.0K | 0.07% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 725 | $281.0K | 0.37% | +725 | New |
| Stegent Equity Advisors, Inc. | 729 | $282.0K | 0.42% | −15−2.0% | Reduced |
| Natixis Investment Managers International | 731 | $283.0K | 0.02% | −964−56.9% | Reduced |
| Fishman Jay A Ltd | 732 | $283.5K | 0.04% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 732 | $284.0K | 0.29% | −13−1.7% | Reduced |
| M Holdings Securities, Inc. | 733 | $284.0K | 0.03% | +153+26.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 739 | $286.0K | 0.02% | +26+3.6% | Added |
| Belpointe Asset Management LLC | 739 | $286.0K | 0.02% | +422+133.1% | Added |
| Keel Point, LLC | 741 | $287.0K | 0.05% | −5−0.7% | Reduced |
| Family Firm, Inc. | 742 | $287.0K | 0.09% | +12+1.6% | Added |
| Atom Investors LP | 744 | $288.0K | 0.10% | +744 | New |
| Tanager Wealth Management LLP | 745 | $289.0K | 0.23% | +745 | New |
| Gill Capital Partners, LLC | 753 | $292.0K | 0.15% | 00.0% | Unchanged |
| Comerica Securities,inc. | 753 | $292.0K | 0.02% | +9+1.2% | Added |
| Apeiron RIA LLC | 762 | $293.0K | 0.13% | +1+0.1% | Added |
| Verity Asset Management, Inc. | 759 | $294.0K | 0.30% | +759 | New |
| Ifrah Financial Services, Inc. | 758 | $294.0K | 0.10% | −2−0.3% | Reduced |
| Orchard Capital Managment, LLC | 759 | $294.0K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 758 | $294.0K | 0.02% | +61+8.8% | Added |
| Diversified Investment Strategies, LLC | 762 | $295.0K | 0.24% | −58−7.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 766 | $297.0K | 0.01% | −1,204−61.1% | Reduced |
| Grove Bank & Trust | 766 | $297.0K | 0.07% | +7+0.9% | Added |
| Front Barnett Associates LLC | 770 | $298.0K | 0.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 774 | $299.0K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 718 | $299.0K | 0.17% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 780 | $302.0K | 0.05% | +101+14.9% | Added |
| Interchange Capital Partners, LLC | 779 | $302.0K | 0.33% | +133+20.6% | Added |
| Successful Portfolios LLC | 782 | $303.0K | 0.22% | −17−2.1% | Reduced |
| Nations Financial Group Inc, | 781 | $303.0K | 0.04% | +2+0.3% | Added |
| BlueSky Wealth Advisors, LLC | 783 | $303.0K | 0.07% | +4+0.5% | Added |
| SeaCrest Wealth Management, LLC | 782 | $303.0K | 0.05% | +34+4.5% | Added |
| Avenue 1 Advisors, LLC | 791 | $306.0K | 0.20% | 00.0% | Unchanged |
| Tufton Capital Management | 795 | $307.0K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 792 | $307.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 795 | $308.0K | 0.17% | −2−0.3% | Reduced |
| Horan Capital Advisors, LLC. | 800 | $310.0K | 0.15% | 00.0% | Unchanged |
| Alta Advisers Ltd | 800 | $310.0K | 0.20% | +800 | New |
| Bourne Lent Asset Management Inc | 804 | $311.0K | 0.14% | +1+0.1% | Added |
| Elgethun Capital Management | 806 | $312.0K | 0.12% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 809 | $313.3K | 0.04% | +4+0.5% | Added |
| Arrow Financial Corp | 810 | $314.0K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 809 | $314.0K | 0.03% | +21+2.7% | Added |
| Meridian Wealth Management, LLC | 814 | $315.0K | 0.03% | −163−16.7% | Reduced |
| Traynor Capital Management, Inc. | 820 | $317.0K | 0.06% | −60−6.8% | Reduced |
| Chesapeake Wealth Management | 823 | $319.0K | 0.15% | −95−10.3% | Reduced |
| Beaumont Financial Partners, LLC | 834 | $323.0K | 0.03% | −1−0.1% | Reduced |
| AdvisorNet Financial, Inc | 835 | $323.0K | 0.03% | +2+0.2% | Added |
| Wealthspire Advisors, LLC | 840 | $325.0K | 0.01% | −87−9.4% | Reduced |
| RHS Financial, LLC | 838 | $325.0K | 0.29% | −40−4.6% | Reduced |
| WCG Wealth Advisors LLC | 846 | $328.0K | 0.04% | −512−37.7% | Reduced |
| Riverview Trust Co | 846 | $328.0K | 0.32% | +141+20.0% | Added |
| Abbrea Capital, LLC | 846 | $328.0K | 0.06% | +165+24.2% | Added |
| Winthrop Advisory Group LLC | 854 | $331.0K | 0.07% | −55−6.1% | Reduced |
| Alpha Omega Wealth Management LLC | 855 | $331.0K | 0.06% | −33−3.7% | Reduced |
| MONECO Advisors, LLC | 859 | $333.0K | 0.13% | −2−0.2% | Reduced |
| Atlantic Trust, LLC | 861 | $334.0K | 0.12% | +861 | New |
| Integrated Investment Consultants, LLC | 866 | $335.0K | 0.13% | −51−5.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 865 | $335.0K | 0.06% | +865 | New |
| William Allan, LLC | 867 | $336.0K | 0.31% | +867 | New |
| MSH Capital Advisors LLC | 870 | $336.9K | 0.17% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 869 | $337.0K | 0.12% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 869 | $337.0K | 0.23% | +3+0.3% | Added |
| Paloma Partners Management Co | 873 | $338.0K | 0.07% | −3,523−80.1% | Reduced |
| Pacific Global Investment Management CO | 872 | $338.0K | 0.08% | +1+0.1% | Added |
| Boenning & Scattergood, Inc. | 874 | $339.0K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 879 | $340.0K | 0.14% | −63−6.7% | Reduced |
| MUFG Americas Holdings Corp | 885 | $343.0K | 0.01% | −354−28.6% | Reduced |
| Bragg Financial Advisors, Inc | 892 | $345.0K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 895 | $346.0K | 0.05% | +895 | New |
| Supplemental Annuity Collective Trust of NJ | 900 | $349.0K | 0.15% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $349.0K | 0.29% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 900 | $349.0K | 0.11% | +900 | New |
| Journey Advisory Group, LLC | 907 | $351.0K | 0.09% | +94+11.6% | Added |
| Sigma Planning Corp | 905 | $351.0K | 0.01% | +52+6.1% | Added |
| Samalin Investment Counsel, LLC | 909 | $352.0K | 0.26% | +1+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 909 | $352.0K | 0.47% | +7+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 912 | $353.0K | 0.29% | −20−2.1% | Reduced |
| Deseret Mutual Benefit Administrators | 915 | $354.0K | 0.10% | −456−33.3% | Reduced |
| Studio Investment Management LLC | 918 | $355.6K | 0.13% | +21+2.3% | Added |
| Wealthstar Advisors, LLC | 925 | $357.0K | 0.17% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 927 | $359.0K | 0.03% | −52−5.3% | Reduced |
| Avitas Wealth Management LLC | 942 | $365.0K | 0.08% | +9+1.0% | Added |
| Childress Capital Advisors, LLC | 897 | $366.0K | 0.14% | +6+0.7% | Added |
| New Millennium Group LLC | 946 | $367.0K | 0.40% | −9−0.9% | Reduced |
| Calton & Associates, Inc. | 949 | $367.0K | 0.21% | −4−0.4% | Reduced |
| Tradewinds, LLC. | 949 | $368.0K | 0.27% | +24+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 965 | $374.0K | 0.16% | +8+0.8% | Added |
| Highland Private Wealth Management | 965 | $374.0K | 0.06% | +155+19.1% | Added |
| Tolleson Wealth Management, Inc. | 969 | $375.0K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 970 | $376.0K | 0.01% | +30+3.2% | Added |
| Regent Peak Wealth Advisors LLC | 979 | $379.0K | 0.13% | +58+6.3% | Added |
| CoreFirst Bank & Trust | 980 | $380.0K | 0.33% | −20−2.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 990 | $383.0K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 989 | $383.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 991 | $384.0K | 0.09% | +195+24.5% | Added |
| Integrated Wealth Concepts LLC | 995 | $385.0K | 0.01% | +128+14.8% | Added |
| Caldwell Trust Co | 999 | $386.9K | 0.06% | 00.0% | Unchanged |