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 |
|---|---|---|---|---|---|
| Burney Co | 1,834 | $710.0K | 0.04% | −2,003−52.2% | Reduced |
| Okabena Investment Services Inc | 1,833 | $710.0K | 0.34% | +900+96.5% | Added |
| Savant Capital, LLC | 1,840 | $713.0K | 0.02% | −43−2.3% | Reduced |
| Sofos Investments, Inc. | 3,692 | $735.0K | 0.09% | −1,118−23.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,899 | $736.0K | 0.04% | −1,157−37.9% | Reduced |
| Barbara Oil Co. | 1,900 | $736.0K | 0.40% | +1,100+137.5% | Added |
| Evanson Asset Management, LLC | 1,905 | $738.0K | 0.09% | 00.0% | Unchanged |
| Barr E S & Co | 1,909 | $739.0K | 0.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,883 | $747.0K | 0.03% | −4,808−71.9% | Reduced |
| Quent Capital, LLC | 1,941 | $752.0K | 0.16% | +153+8.6% | Added |
| La Financiere de L'Echiquier | 1,951 | $756.0K | 0.05% | +20+1.0% | Added |
| Stansberry Asset Management, LLC | 1,952 | $756.0K | 0.16% | +128+7.0% | Added |
| Palisades Hudson Asset Management, L.P. | 1,956 | $758.0K | 0.46% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,964 | $760.0K | 0.07% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,963 | $760.0K | 0.12% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,962 | $761.0K | 0.02% | +3+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,943 | $771.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,992 | $771.0K | 0.03% | +609+44.0% | Added |
| Exchange Traded Concepts, LLC | 1,994 | $772.0K | 0.03% | −2,730−57.8% | Reduced |
| Roundview Capital LLC | 1,993 | $772.0K | 0.10% | +201+11.2% | Added |
| Tilia Fiduciary Partners, Inc. | 2,015 | $773.0K | 0.78% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,880 | $773.0K | 0.24% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,009 | $778.1K | 0.52% | +266+15.3% | Added |
| Value Partners Investments Inc. | 2,030 | $786.0K | 0.08% | +283+16.2% | Added |
| McRae Capital Management Inc | 2,035 | $788.0K | 0.24% | +51+2.6% | Added |
| Haverford Financial Services, Inc. | 2,047 | $793.0K | 0.24% | +937+84.4% | Added |
| Sawtooth Solutions, LLC | 2,051 | $794.0K | 0.12% | +402+24.4% | Added |
| American Portfolios Advisors | 2,059 | $797.6K | 0.03% | −41−2.0% | Reduced |
| Leonteq Securities AG | 2,069 | $801.4K | 0.04% | −2,866−58.1% | Reduced |
| Benjamin Edwards Inc | 2,070 | $802.0K | 0.24% | −25−1.2% | Reduced |
| HB Wealth Management, LLC | 2,071 | $802.0K | 0.02% | +705+51.6% | Added |
| IFP Advisors, Inc | 9,074 | $803.0K | 0.02% | +1,117+14.0% | Added |
| Sentry Investment Management LLC | 2,075 | $804.0K | 0.38% | +116+5.9% | Added |
| BSW Wealth Partners | 2,086 | $808.0K | 0.20% | −9−0.4% | Reduced |
| Vident Investment Advisory, LLC | 3,071 | $824.0K | 0.03% | −2,588−45.7% | Reduced |
| Mutual Advisors, LLC | 2,129 | $825.0K | 0.04% | +216+11.3% | Added |
| Anchor Investment Management, LLC | 2,136 | $827.3K | 0.13% | +44+2.1% | Added |
| Main Street Research LLC | 2,147 | $832.0K | 0.18% | +121+6.0% | Added |
| Waldron Private Wealth LLC | 2,163 | $837.0K | 0.05% | +426+24.5% | Added |
| Garner Asset Management Corp | 2,162 | $838.0K | 0.45% | −117−5.1% | Reduced |
| Wade G W & Inc | 2,166 | $839.0K | 0.04% | +43+2.0% | Added |
| Next Century Growth Investors LLC | 2,171 | $840.0K | 0.10% | +40+1.9% | Added |
| Personal Cfo Solutions, LLC | 2,172 | $841.0K | 0.21% | +62+2.9% | Added |
| DB Fitzpatrick & Co, Inc | 2,182 | $845.0K | 1.03% | −230−9.5% | Reduced |
| FSA Wealth Management LLC | 2,184 | $846.0K | 0.59% | +121+5.9% | Added |
| Alberta Investment Management Corp | 2,200 | $852.0K | 0.01% | −16,493−88.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,198 | $852.0K | 0.16% | −4−0.2% | Reduced |
| Stevens Capital Management LP | 2,209 | $856.0K | 0.55% | +1,262+133.3% | Added |
| Banco Santander, S.A. | 2,234 | $866.0K | 0.01% | +61+2.8% | Added |
| Krilogy Financial LLC | 2,248 | $871.0K | 0.10% | +21+0.9% | Added |
| Qtron Investments LLC | 2,250 | $871.0K | 0.22% | +999+79.9% | Added |
| Lincoln National Corp | 2,257 | $874.0K | 0.02% | +160+7.6% | Added |
| Capital Asset Advisory Services LLC | 2,268 | $878.0K | 0.11% | +277+13.9% | Added |
| Ashton Thomas Private Wealth, LLC | 2,294 | $888.4K | 0.10% | +17+0.7% | Added |
| Perigon Wealth Management, LLC | 2,306 | $893.0K | 0.08% | +47+2.1% | Added |
| Cannell Peter B & Co Inc | 2,327 | $901.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,329 | $902.0K | 0.06% | −29−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,351 | $911.0K | 0.07% | −3,848−62.1% | Reduced |
| ICONIQ Capital, LLC | 2,367 | $917.0K | 0.01% | +4+0.2% | Added |
| Nicolet Bankshares Inc | 2,413 | $935.0K | 0.27% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,416 | $936.0K | 0.02% | +327+15.7% | Added |
| Diversified Trust Co | 2,430 | $941.0K | 0.04% | −794−24.6% | Reduced |
| Segall Bryant & Hamill, LLC | 2,438 | $944.0K | 0.01% | −304−11.1% | Reduced |
| BancorpSouth Bank | 2,448 | $948.0K | 0.10% | +2,448 | New |
| Credential Qtrade Securities Inc. | 2,470 | $956.7K | 0.07% | +41+1.7% | Added |
| Legacy Advisors, LLC | 2,482 | $961.0K | 0.21% | +368+17.4% | Added |
| Guardian Capital LP | 2,500 | $968.0K | 0.03% | −200−7.4% | Reduced |
| Hilltop Holdings Inc. | 2,500 | $968.0K | 0.13% | +47+1.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,543 | $985.0K | 0.05% | −50−1.9% | Reduced |
| Advisor Resource Council | 2,551 | $988.0K | 0.69% | −5,968−70.1% | Reduced |
| InterOcean Capital Group, LLC | 2,556 | $990.0K | 0.04% | +656+34.5% | Added |
| Sequoia Financial Advisors, LLC | 2,561 | $992.0K | 0.03% | −157−5.8% | Reduced |
| Peak Asset Management, LLC | 2,574 | $997.0K | 0.28% | +110+4.5% | Added |
| Magnetar Financial LLC | 2,573 | $997.0K | 0.01% | +2,573 | New |
| FDx Advisors, Inc. | 2,580 | $999.0K | 0.04% | −1,328−34.0% | Reduced |
| Capricorn Fund Managers Ltd | 2,608 | $1.01M | 0.32% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,620 | $1.01M | 0.02% | −48−1.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,618 | $1.01M | 0.84% | +2,618 | New |
| Knowledge Leaders Capital, LLC | 2,622 | $1.02M | 1.30% | −144−5.2% | Reduced |
| Citizens National Bank Trust Department | 2,642 | $1.02M | 0.32% | +962+57.3% | Added |
| Checchi Capital Advisers, LLC | 2,647 | $1.02M | 0.11% | +169+6.8% | Added |
| Weatherly Asset Management L. P. | 2,655 | $1.03M | 0.15% | −50−1.8% | Reduced |
| Quadrant Capital Group LLC | 2,662 | $1.03M | 0.14% | +249+10.3% | Added |
| Transamerica Financial Advisors, Inc. | 2,661 | $1.03M | 0.15% | +1,342+101.7% | Added |
| Gateway Investment Advisers LLC | 2,679 | $1.04M | 0.01% | −126−4.5% | Reduced |
| Archford Capital Strategies, LLC | 2,679 | $1.04M | 0.27% | +180+7.2% | Added |
| Abacus Planning Group, Inc. | 2,690 | $1.04M | 0.31% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,695 | $1.04M | 1.00% | +381+16.5% | Added |
| Fund Management at Engine No. 1 LLC | 2,712 | $1.05M | 0.31% | −143−5.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.05M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 2,722 | $1.05M | 0.01% | +2,722 | New |
| Advisor OS, LLC | 2,725 | $1.06M | 0.32% | −463−14.5% | Reduced |
| Jag Capital Management, LLC | 2,739 | $1.06M | 0.15% | −240−8.1% | Reduced |
| Cavalier Investments, LLC | 2,765 | $1.07M | 0.39% | −652−19.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,772 | $1.07M | 0.14% | −925−25.0% | Reduced |
| Old Port Advisors | 2,623 | $1.08M | 0.43% | +5+0.2% | Added |
| Ropes Wealth Advisors LLC | 2,825 | $1.09M | 0.23% | 00.0% | Unchanged |
| Scharf Investments, LLC | 2,839 | $1.10M | 0.04% | −55−1.9% | Reduced |
| Capital Investment Advisors, LLC | 2,844 | $1.10M | 0.04% | −82−2.8% | Reduced |
| Boit C F David | 2,850 | $1.10M | 0.90% | +2,850 | New |