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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 1,340 | $519.0K | 0.10% | +34+2.6% | Added |
| Wealth Alliance | 1,340 | $519.0K | 0.10% | +330+32.7% | Added |
| Crestwood Advisors Group LLC | 1,345 | $521.0K | 0.02% | −3−0.2% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $521.0K | 0.07% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,349 | $522.0K | 0.37% | +6+0.4% | Added |
| Act Wealth Management, LLC | 1,350 | $523.0K | 0.37% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 1,350 | $523.0K | 0.14% | +1,350 | New |
| First Commonwealth Financial Corp | 1,356 | $525.0K | 0.22% | −252−15.7% | Reduced |
| Penserra Capital Management LLC | 1,358 | $525.0K | 0.01% | +34+2.6% | Added |
| 1st Source Bank | 1,364 | $529.0K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 1,368 | $530.0K | 0.03% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,368 | $530.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,378 | $534.0K | 0.07% | −80−5.5% | Reduced |
| Conestoga Capital Advisors, LLC | 1,380 | $535.0K | 0.01% | −20−1.4% | Reduced |
| Intrust Bank NA | 1,380 | $535.0K | 0.08% | +75+5.7% | Added |
| Community Bank & Trust, Waco, Texas | 1,386 | $537.0K | 0.19% | −46−3.2% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,397 | $541.0K | 0.75% | +1,397 | New |
| Westfield Capital Management Co LP | 1,410 | $546.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,413 | $547.0K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,413 | $547.3K | 0.05% | +596+72.9% | Added |
| Howland Capital Management LLC | 1,414 | $548.0K | 0.04% | +1,414 | New |
| Harvest Fund Management Co., Ltd | 1,424 | $552.0K | 0.16% | −4,275−75.0% | Reduced |
| ETF Managers Group, LLC | 1,426 | $552.0K | 0.02% | +56+4.1% | Added |
| Congress Park Capital LLC | 1,425 | $552.0K | 0.37% | +75+5.6% | Added |
| Forum Financial Management, LP | 1,429 | $553.0K | 0.03% | −156−9.8% | Reduced |
| Concentric Wealth Management, LLC | 1,430 | $554.0K | 0.20% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,432 | $554.6K | 0.02% | +1,432 | New |
| CNB Bank | 1,437 | $556.0K | 0.38% | +101+7.6% | Added |
| Spinnaker Trust | 1,439 | $557.0K | 0.05% | 00.0% | Unchanged |
| Little House Capital LLC | 1,448 | $561.0K | 0.30% | +402+38.4% | Added |
| 17 Capital Partners, LLC | 1,450 | $562.0K | 0.77% | +180+14.2% | Added |
| Heritage Wealth Advisors | 1,471 | $569.7K | 0.04% | +867+143.5% | Added |
| Zions Bancorporation, N.A. | 1,472 | $570.0K | 0.06% | −57−3.7% | Reduced |
| Merit Financial Group, LLC | 1,484 | $575.0K | 0.03% | −2,215−59.9% | Reduced |
| Smithfield Trust Co | 1,476 | $575.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,489 | $577.0K | 0.47% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,491 | $577.0K | 0.12% | +513+52.5% | Added |
| Lindbrook Capital, LLC | 1,499 | $581.0K | 0.10% | +16+1.1% | Added |
| Buckingham Strategic Partners | 1,510 | $585.0K | 0.03% | +296+24.4% | Added |
| Clearstead Advisors, LLC | 1,513 | $586.0K | 0.05% | −842−35.8% | Reduced |
| Everhart Financial Group, Inc. | 1,525 | $590.0K | 0.33% | +479+45.8% | Added |
| Ellevest, Inc. | 1,524 | $590.0K | 0.06% | +495+48.1% | Added |
| Valmark Advisers, Inc. | 1,525 | $591.0K | 0.01% | +6+0.4% | Added |
| Lido Advisors, LLC | 1,527 | $591.0K | 0.01% | +221+16.9% | Added |
| Zeke Capital Advisors, LLC | 1,530 | $593.0K | 0.04% | +116+8.2% | Added |
| Pittenger & Anderson Inc | 1,531 | $593.0K | 0.04% | +228+17.5% | Added |
| Stamos Capital Partners, L.P. | 1,540 | $596.0K | 0.15% | −1,270−45.2% | Reduced |
| Americana Partners, LLC | 1,540 | $596.0K | 0.11% | +28+1.9% | Added |
| JFS Wealth Advisors, LLC | 1,549 | $600.0K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,560 | $605.0K | 0.02% | +8+0.5% | Added |
| Plimoth Trust Co LLC | 1,565 | $606.0K | 0.21% | −290−15.6% | Reduced |
| Bahl & Gaynor Inc | 1,572 | $609.0K | 0.00% | +422+36.7% | Added |
| Orion Portfolio Solutions, LLC | 1,577 | $611.0K | 0.02% | +287+22.2% | Added |
| Van Strum & Towne Inc. | 1,586 | $614.0K | 0.28% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,593 | $617.0K | 0.52% | −117−6.8% | Reduced |
| Oliver Luxxe Assets LLC | 1,600 | $620.0K | 0.19% | +13+0.8% | Added |
| GeoWealth Management, LLC | 1,611 | $624.0K | 0.07% | −96−5.6% | Reduced |
| Snowden Capital Advisors LLC | 1,617 | $626.0K | 0.03% | −143−8.1% | Reduced |
| First Financial Bank - Trust Division | 1,616 | $626.0K | 0.08% | +9+0.6% | Added |
| Accretive Wealth Partners, LLC | 1,615 | $626.0K | 0.48% | +26+1.6% | Added |
| Proficio Capital Partners LLC | 1,619 | $626.0K | 0.12% | +69+4.5% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $628.0K | 0.19% | −100−5.8% | Reduced |
| Proffitt & Goodson Inc | 1,631 | $632.0K | 0.14% | +20+1.2% | Added |
| Fort Pitt Capital Group, LLC | 1,633 | $633.0K | 0.03% | −125−7.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,635 | $633.0K | 0.69% | −125−7.1% | Reduced |
| AIA Group Ltd | 1,636 | $634.0K | 0.04% | −1,009−38.1% | Reduced |
| AMG National Trust Bank | 1,639 | $635.0K | 0.02% | +416+34.0% | Added |
| United Bank | 1,642 | $636.0K | 0.10% | 00.0% | Unchanged |
| Inverness Counsel LLC | 1,646 | $638.0K | 0.04% | +114+7.4% | Added |
| WBH Advisory Inc | 1,650 | $639.0K | 0.09% | −200−10.8% | Reduced |
| Advisors Capital Management, LLC | 1,610 | $640.0K | 0.02% | +937+139.2% | Added |
| Voya Financial Advisors, Inc. | 1,615 | $641.0K | 0.08% | −39−2.4% | Reduced |
| Argent Trust Co | 1,665 | $644.0K | 0.05% | −438−20.8% | Reduced |
| Baader Bank INC | 1,670 | $646.8K | 0.06% | +861+106.4% | Added |
| Allworth Financial LP | 1,673 | $648.0K | 0.01% | +284+20.4% | Added |
| Parthenon LLC | 1,675 | $649.0K | 0.12% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,681 | $651.0K | 0.02% | +31+1.9% | Added |
| Amica Retiree Medical Trust | 1,689 | $654.0K | 0.82% | +495+41.5% | Added |
| Cetera Advisors LLC | 1,689 | $654.0K | 0.02% | +581+52.4% | Added |
| RFG Advisory, LLC | 1,720 | $658.0K | 0.04% | +132+8.3% | Added |
| Catalyst Private Wealth, LLC | 1,703 | $660.0K | 0.50% | −419−19.7% | Reduced |
| Liberty Wealth Management LLC | 1,711 | $663.0K | 0.18% | +2+0.1% | Added |
| Family Legacy, Inc. | 1,715 | $664.0K | 0.33% | +81+5.0% | Added |
| Pinnacle Financial Partners Inc | 1,722 | $667.0K | 0.02% | +208+13.7% | Added |
| Monetary Management Group Inc | 1,725 | $668.0K | 0.22% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,728 | $669.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $670.0K | 0.34% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,763 | $683.0K | 0.03% | −437−19.9% | Reduced |
| Red Spruce Capital, LLC | 1,765 | $684.0K | 0.48% | +16+0.9% | Added |
| Edgestream Partners, L.P. | 1,777 | $688.0K | 0.05% | −3,755−67.9% | Reduced |
| Wedmont Private Capital | 1,777 | $688.0K | 0.14% | +551+44.9% | Added |
| Optas, LLC | 1,790 | $693.0K | 0.30% | +142+8.6% | Added |
| HBK Sorce Advisory LLC | 1,790 | $693.0K | 0.05% | +251+16.3% | Added |
| PAX Financial Group, LLC | 1,802 | $698.0K | 0.18% | +40+2.3% | Added |
| Pettee Investors, Inc. | 1,809 | $701.0K | 0.38% | 00.0% | Unchanged |
| NVWM, LLC | 1,817 | $703.0K | 0.28% | −104−5.4% | Reduced |
| Kensington Investment Counsel, LLC | 1,815 | $703.0K | 0.59% | −7−0.4% | Reduced |
| Verdence Capital Advisors LLC | 1,814 | $703.0K | 0.10% | +286+18.7% | Added |
| Connolly Sarah T. | 1,820 | $705.0K | 0.52% | −75−4.0% | Reduced |
| Alpha Paradigm Partners, LLC | 1,819 | $705.0K | 0.31% | +1,676+1,172.0% | Added |