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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 998 | $387.0K | 0.08% | −979−49.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $387.0K | 0.06% | −100−9.1% | Reduced |
| RBF Capital, LLC | 1,000 | $387.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $387.0K | 0.34% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,000 | $387.0K | 0.01% | +300+42.9% | Added |
| Woodstock Corp | 1,003 | $388.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,006 | $390.0K | 0.05% | −50−4.7% | Reduced |
| Aaron Wealth Advisors | 1,015 | $393.0K | 0.07% | +266+35.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,016 | $394.0K | 0.02% | −326−24.3% | Reduced |
| Avestar Capital, LLC | 1,017 | $394.0K | 0.11% | +186+22.4% | Added |
| Horizon Investments, LLC | 1,023 | $395.0K | 0.01% | −1,340−56.7% | Reduced |
| Tiemann Investment Advisors, LLC | 1,021 | $395.0K | 0.26% | +10+1.0% | Added |
| Barings LLC | 1,023 | $396.0K | 0.02% | +208+25.5% | Added |
| Arkadios Wealth Advisors | 1,024 | $397.0K | 0.06% | +173+20.3% | Added |
| Level Four Advisory Services, LLC | 1,030 | $399.0K | 0.04% | −19−1.8% | Reduced |
| Wharton Business Group, LLC | 1,035 | $400.0K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,034 | $400.0K | 0.09% | +178+20.8% | Added |
| Kingsview Wealth Management, LLC | 1,032 | $400.0K | 0.02% | +193+23.0% | Added |
| GraniteShares Advisors LLC | 1,037 | $401.0K | 0.33% | −82−7.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,035 | $401.0K | 0.06% | +194+23.1% | Added |
| DuPont Capital Management Corp | 1,044 | $404.0K | 0.02% | −68−6.1% | Reduced |
| Transform Wealth, LLC | 1,043 | $404.0K | 0.05% | −15−1.4% | Reduced |
| Scotia Capital Inc. | 1,053 | $408.0K | 0.00% | −29−2.7% | Reduced |
| Magnus Financial Group LLC | 1,054 | $408.0K | 0.08% | +17+1.6% | Added |
| Yarbrough Capital, LLC | 1,055 | $409.0K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,060 | $410.0K | 0.10% | −28−2.6% | Reduced |
| Pallas Capital Advisors LLC | 1,128 | $412.0K | 0.05% | +41+3.8% | Added |
| Capital Advisors, Ltd. LLC | 1,068 | $414.0K | 0.08% | +68+6.8% | Added |
| Chicago Trust Co NA | 1,074 | $416.0K | 0.11% | −15−1.4% | Reduced |
| Dark Forest Capital Management LP | 1,077 | $417.0K | 0.07% | +1,077 | New |
| Clear Street Markets LLC | 1,080 | $418.0K | 0.08% | +1,080 | New |
| Concorde Asset Management, LLC | 1,086 | $420.0K | 0.47% | +566+108.8% | Added |
| Argus Investors' Counsel, Inc. | 1,088 | $421.0K | 0.37% | +57+5.5% | Added |
| IHT Wealth Management, LLC | 1,087 | $421.0K | 0.03% | +533+96.2% | Added |
| FineMark National Bank & Trust | 1,089 | $422.0K | 0.02% | +58+5.6% | Added |
| Scissortail Wealth Management, LLC | 1,098 | $423.0K | 0.22% | +204+22.8% | Added |
| First National Bank of Hutchinson | 1,093 | $423.0K | 0.34% | +1,093 | New |
| Wealth Architects, LLC | 1,103 | $427.0K | 0.09% | +82+8.0% | Added |
| Thrive Wealth Management, LLC | 1,112 | $431.0K | 0.15% | +107+10.6% | Added |
| Whalerock Point Partners, LLC | 1,115 | $432.0K | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,122 | $434.0K | 0.05% | −80−6.7% | Reduced |
| Great Lakes Advisors, LLC | 1,128 | $437.0K | 0.01% | −76−6.3% | Reduced |
| Truvestments Capital LLC | 1,132 | $439.0K | 0.28% | −7−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,137 | $440.0K | 0.10% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,144 | $443.0K | 0.05% | −58−4.8% | Reduced |
| Horizon Family Wealth, Inc. | 1,150 | $446.0K | 0.54% | +5+0.4% | Added |
| Trellis Advisors, LLC | 1,156 | $447.0K | 0.25% | −13−1.1% | Reduced |
| Coastline Trust Co | 1,158 | $448.0K | 0.07% | −1,120−49.2% | Reduced |
| DSC Advisors, L.P. | 1,165 | $451.0K | 0.48% | +393+50.9% | Added |
| Gryphon Financial Partners LLC | 1,167 | $452.0K | 0.12% | +53+4.8% | Added |
| Spire Wealth Management | 1,169 | $453.0K | 0.03% | −178−13.2% | Reduced |
| Gsa Capital Partners LLP | 1,173 | $454.0K | 0.06% | +517+78.8% | Added |
| Donoghue Forlines LLC | 1,181 | $457.0K | 0.16% | −1,945−62.2% | Reduced |
| Modera Wealth Management, LLC | 1,181 | $457.0K | 0.02% | +5+0.4% | Added |
| Sustainable Insight Capital Management, LLC | 1,186 | $459.0K | 0.54% | −370−23.8% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $459.0K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,186 | $459.0K | 0.05% | +560+89.5% | Added |
| Axiom Advisory, LLC | 1,193 | $462.0K | 0.55% | −430−26.5% | Reduced |
| Choate Investment Advisors | 1,195 | $463.0K | 0.03% | +10+0.8% | Added |
| S&CO Inc | 1,196 | $463.0K | 0.04% | +1,196 | New |
| Aft, Forsyth & Sober, LLC | 1,200 | $465.0K | 0.23% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,200 | $465.0K | 0.04% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,200 | $465.0K | 0.08% | +1,200 | New |
| Wealth Management Associates, Inc. | 1,201 | $465.2K | 0.33% | +51+4.4% | Added |
| Principle Wealth Partners LLC | 1,202 | $466.0K | 0.06% | +100+9.1% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $467.0K | 0.05% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 1,208 | $468.0K | 0.24% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 1,216 | $471.0K | 1.34% | −58−4.6% | Reduced |
| ASB Consultores, LLC | 1,217 | $471.0K | 0.22% | +304+33.3% | Added |
| Parsec Financial Management, Inc. | 1,218 | $472.0K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 1,220 | $473.0K | 0.06% | +359+41.7% | Added |
| Sand Hill Global Advisors, LLC | 1,223 | $474.0K | 0.03% | −11−0.9% | Reduced |
| First National Trust Co | 1,228 | $476.0K | 0.03% | −31−2.5% | Reduced |
| North Star Investment Management Corp. | 1,230 | $476.0K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,244 | $482.0K | 0.15% | +1,244 | New |
| Engineers Gate Manager LP | 1,248 | $483.0K | 0.03% | −2,271−64.5% | Reduced |
| Eqis Capital Management, Inc. | 1,252 | $484.9K | 0.06% | −127−9.2% | Reduced |
| Investors Research Corp | 1,252 | $485.0K | 0.15% | +2+0.2% | Added |
| Kolinsky Wealth Management, LLC | 1,256 | $486.0K | 0.61% | +9+0.7% | Added |
| Camden Capital, LLC | 1,267 | $491.0K | 0.11% | +250+24.6% | Added |
| Evercore Wealth Management, LLC | 1,267 | $491.0K | 0.01% | +337+36.2% | Added |
| Cypress Capital Management LLC | 1,270 | $492.0K | 0.09% | +1,270 | New |
| Jackson Wealth Management, LLC | 1,271 | $492.0K | 0.10% | +1,271 | New |
| KMG Fiduciary Partners, LLC | 1,278 | $495.0K | 0.10% | +21+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,277 | $495.0K | 0.30% | +23+1.8% | Added |
| TrinityPoint Wealth, LLC | 1,280 | $496.0K | 0.11% | +33+2.6% | Added |
| Seeyond | 1,289 | $499.0K | 0.06% | −621−32.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,287 | $499.0K | 0.05% | +63+5.1% | Added |
| DF Dent & Co Inc | 1,296 | $502.0K | 0.01% | +618+91.2% | Added |
| Gilbert & Cook, Inc. | 1,312 | $505.0K | 0.11% | +26+2.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,309 | $507.0K | 0.11% | −348−21.0% | Reduced |
| Amplius Wealth Advisors, LLC | 1,315 | $509.0K | 0.09% | +109+9.0% | Added |
| Brighton Jones LLC | 1,317 | $510.0K | 0.03% | +194+17.3% | Added |
| Integrated Advisors Network LLC | 1,320 | $511.0K | 0.03% | −850−39.2% | Reduced |
| Redwood Investment Management, LLC | 1,325 | $513.0K | 0.11% | +1,325 | New |
| Harbor Group, Inc. | 1,329 | $515.0K | 0.37% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,331 | $516.0K | 0.32% | −10−0.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,334 | $517.0K | 0.10% | −74−5.3% | Reduced |
| Oxford Financial Group Ltd | 1,336 | $517.0K | 0.08% | −13−1.0% | Reduced |
| Calamos Wealth Management LLC | 1,337 | $518.0K | 0.04% | −77−5.4% | Reduced |