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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2,860 | $1.11M | 0.23% | +844+41.9% | Added |
| Moody National Bank Trust Division | 2,920 | $1.13M | 0.12% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,923 | $1.13M | 0.14% | +5+0.2% | Added |
| Cetera Investment Advisers | 2,944 | $1.14M | 0.02% | −204−6.5% | Reduced |
| Elevated Capital Advisors, LLC | 2,943 | $1.14M | 0.45% | +2,943 | New |
| Venturi Wealth Management, LLC | 2,951 | $1.14M | 0.11% | +312+11.8% | Added |
| Cape Cod Five Cents Savings Bank | 2,953 | $1.14M | 0.14% | −115−3.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,964 | $1.15M | 0.12% | +331+12.6% | Added |
| EJF Capital LLC | 3,000 | $1.16M | 0.23% | +3,000 | New |
| Elmwood Wealth Management, Inc. | 3,004 | $1.16M | 0.58% | +30+1.0% | Added |
| Avantax Planning Partners, Inc. | 3,019 | $1.17M | 0.05% | +32+1.1% | Added |
| K.J. Harrison & Partners Inc | 3,024 | $1.17M | 0.41% | +1,502+98.7% | Added |
| Consolidated Planning Corp | 3,042 | $1.18M | 0.37% | +188+6.6% | Added |
| Symphony Financial, Ltd. Co. | 2,980 | $1.18M | 0.39% | −27−0.9% | Reduced |
| RB Capital Management, LLC | 3,054 | $1.18M | 0.45% | +282+10.2% | Added |
| Quantitative Investment Management, LLC | 3,073 | $1.19M | 0.20% | +3,073 | New |
| Waycross Partners, LLC | 3,100 | $1.20M | 0.81% | +150+5.1% | Added |
| Miracle Mile Advisors, LLC | 3,140 | $1.22M | 0.06% | +1,122+55.6% | Added |
| REDW Wealth LLC | 3,168 | $1.23M | 0.47% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 3,200 | $1.24M | 0.18% | −600−15.8% | Reduced |
| Trust Asset Management LLC | 3,201 | $1.24M | 0.17% | +222+7.5% | Added |
| Stratos Wealth Advisors, LLC | 3,199 | $1.24M | 0.13% | +361+12.7% | Added |
| Pegasus Partners Ltd. | 3,215 | $1.25M | 0.26% | −28−0.9% | Reduced |
| GM Advisory Group, Inc. | 3,243 | $1.26M | 0.16% | +1,609+98.5% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.28M | 0.35% | 00.0% | Unchanged |
| AtonRa Partners | 3,320 | $1.29M | 1.26% | −198−5.6% | Reduced |
| Roberts Glore & Co Inc | 3,329 | $1.29M | 0.46% | −10−0.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,349 | $1.30M | 0.66% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,106 | $1.30M | 0.16% | +18+0.6% | Added |
| WT Wealth Management | 3,353 | $1.30M | 0.65% | −68−2.0% | Reduced |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.30M | 2.10% | 00.0% | Unchanged |
| Capula Management Ltd | 3,374 | $1.31M | 0.16% | +2,230+194.9% | Added |
| Gofen & Glossberg LLC | 3,387 | $1.31M | 0.04% | +79+2.4% | Added |
| Mirabella Financial Services LLP | 3,314 | $1.31M | 0.14% | −3,485−51.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,315 | $1.31M | 0.13% | −168−4.8% | Reduced |
| Cigna Investments Inc | 3,402 | $1.32M | 0.29% | −164−4.6% | Reduced |
| Eads & Heald Wealth Management | 3,401 | $1.32M | 0.75% | +17+0.5% | Added |
| Bridges Investment Management Inc | 3,410 | $1.32M | 0.05% | +44+1.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,418 | $1.32M | 0.42% | −23−0.7% | Reduced |
| Jacobi Capital Management LLC | 3,440 | $1.33M | 0.18% | −73−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 3,476 | $1.35M | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,495 | $1.35M | 0.00% | +759+27.7% | Added |
| Azzad Asset Management Inc | 4,441 | $1.38M | 0.14% | −70−1.6% | Reduced |
| Dohj, LLC | 3,559 | $1.38M | 0.93% | +354+11.0% | Added |
| Chicago Partners Investment Group LLC | 3,731 | $1.38M | 0.10% | −171−4.4% | Reduced |
| Ziegler Capital Management, LLC | 3,587 | $1.39M | 0.06% | +87+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.39M | 0.19% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 3,608 | $1.40M | 0.04% | −318−8.1% | Reduced |
| Ninety One SA (PTY) Ltd | 3,642 | $1.43M | 0.56% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,686 | $1.43M | 0.14% | +70+1.9% | Added |
| Willow Creek Wealth Management Inc. | 3,693 | $1.43M | 0.28% | −2−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 3,697 | $1.43M | 0.14% | +673+22.3% | Added |
| Balentine LLC | 3,727 | $1.44M | 0.05% | +1,799+93.3% | Added |
| Silicon Valley Capital Partners | 3,789 | $1.47M | 0.32% | −367−8.8% | Reduced |
| CIBC World Markets Inc. | 3,795 | $1.47M | 0.01% | +483+14.6% | Added |
| Bridgeway Capital Management, LLC | 3,800 | $1.47M | 0.04% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,828 | $1.48M | 0.44% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,900 | $1.51M | 0.00% | −141,600−97.3% | Reduced |
| CWM, LLC | 3,910 | $1.51M | 0.01% | +1,228+45.8% | Added |
| Gotham Asset Management, LLC | 3,921 | $1.52M | 0.05% | −25,038−86.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 3,883 | $1.52M | 0.40% | +7+0.2% | Added |
| Desjardins Global Asset Management Inc. | 3,951 | $1.53M | 0.19% | +64+1.6% | Added |
| Evergreen Capital Management LLC | 3,953 | $1.53M | 0.08% | +1,621+69.5% | Added |
| Buckingham Strategic Wealth, LLC | 3,960 | $1.53M | 0.03% | +15+0.4% | Added |
| Johnson Investment Counsel Inc | 3,991 | $1.55M | 0.02% | +930+30.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.55M | 0.53% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,005 | $1.55M | 0.94% | +10+0.3% | Added |
| Wipfli Financial Advisors LLC, | 4,004 | $1.55M | 0.11% | +4,004 | New |
| Virtu Financial LLC | 4,029 | $1.56M | 0.14% | +4,029 | New |
| Axxcess Wealth Management, LLC | 4,124 | $1.60M | 0.16% | +3,482+542.4% | Added |
| Mission Wealth Management, LP | 4,128 | $1.60M | 0.09% | +403+10.8% | Added |
| Darwin Advisors, LLC | 3,962 | $1.60M | 0.40% | −480−10.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,144 | $1.60M | 0.14% | +436+11.8% | Added |
| Novare Capital Management LLC | 4,149 | $1.61M | 0.21% | −54−1.3% | Reduced |
| Brown Brothers Harriman & Co | 4,151 | $1.61M | 0.02% | +28+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,175 | $1.62M | 0.09% | −821−16.4% | Reduced |
| Wealthsource Partners, LLC | 4,245 | $1.64M | 0.12% | +50+1.2% | Added |
| Dakota Wealth Management | 4,285 | $1.66M | 0.14% | +2,175+103.1% | Added |
| Cohen Capital Management, Inc. | 4,340 | $1.68M | 0.37% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,352 | $1.69M | 0.81% | +22+0.5% | Added |
| Handelsinvest Investeringsforvaltning | 4,370 | $1.69M | 0.27% | +794+22.2% | Added |
| Dynamic Advisor Solutions LLC | 4,382 | $1.70M | 0.13% | −163−3.6% | Reduced |
| Signature Wealth Management Group | 4,396 | $1.70M | 0.87% | −248−5.3% | Reduced |
| Wunderlich Capital Managemnt | 4,409 | $1.71M | 1.09% | −554−11.2% | Reduced |
| Accuvest Global Advisors | 4,425 | $1.71M | 1.17% | +4,425 | New |
| Fairfield, Bush & Co. | 4,430 | $1.72M | 1.21% | +50+1.1% | Added |
| Rational Advisors LLC | 4,444 | $1.72M | 0.14% | +4,401+10,234.9% | Added |
| Clean Yield Group | 4,449 | $1.72M | 0.81% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $1.73M | 0.21% | −1,600−26.4% | Reduced |
| Sanders Morris Harris LLC | 4,346 | $1.73M | 0.42% | −50−1.1% | Reduced |
| 55I, LLC | 4,479 | $1.74M | 0.05% | +2,915+186.4% | Added |
| Independent Solutions Wealth Management, LLC | 4,482 | $1.74M | 0.57% | −58−1.3% | Reduced |
| EFG Asset Management (North America) Corp. | 4,497 | $1.74M | 0.40% | +85+1.9% | Added |
| CAPROCK Group, Inc. | 4,506 | $1.75M | 0.17% | +348+8.4% | Added |
| Berger Financial Group, Inc | 4,528 | $1.75M | 0.26% | −226−4.8% | Reduced |
| Welch & Forbes LLC | 4,542 | $1.76M | 0.03% | +29+0.6% | Added |
| Freedom Day Solutions, LLC | 4,552 | $1.76M | 0.95% | −96−2.1% | Reduced |
| Private Trust Co NA | 4,553 | $1.76M | 0.29% | +88+2.0% | Added |
| Toroso Investments, LLC | 4,585 | $1.78M | 0.07% | +157+3.5% | Added |
| D.A. Davidson & Co. | 4,599 | $1.78M | 0.02% | +84+1.9% | Added |