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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 4,612 | $1.79M | 0.43% | +25+0.5% | Added |
| Personal Capital Advisors Corp | 4,621 | $1.79M | 0.01% | +458+11.0% | Added |
| Security Asset Management | 4,626 | $1.79M | 1.08% | +125+2.8% | Added |
| Douglass Winthrop Advisors, LLC | 4,703 | $1.82M | 0.06% | +4+0.1% | Added |
| MV Capital Management, Inc. | 4,737 | $1.83M | 0.32% | +791+20.0% | Added |
| Panagora Asset Management Inc | 4,742 | $1.84M | 0.01% | −5,913−55.5% | Reduced |
| Sendero Wealth Management, LLC | 4,759 | $1.84M | 0.77% | −39,629−89.3% | Reduced |
| Wedbush Securities Inc | 4,766 | $1.85M | 0.10% | −369−7.2% | Reduced |
| Harfst & Associates, Inc. | 4,778 | $1.85M | 0.56% | +571+13.6% | Added |
| Ritholtz Wealth Management | 4,802 | $1.86M | 0.10% | +2,610+119.1% | Added |
| Duality Advisers, LP | 4,807 | $1.86M | 0.20% | −1,104−18.7% | Reduced |
| Ironwood Financial, llc | 4,808 | $1.86M | 0.62% | 00.0% | Unchanged |
| Outfitter Financial LLC | 4,815 | $1.86M | 1.83% | −400−7.7% | Reduced |
| Atria Wealth Solutions, Inc. | 4,838 | $1.87M | 0.03% | +2,337+93.4% | Added |
| Hancock Whitney Corp | 4,862 | $1.88M | 0.08% | +4,010+470.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,900 | $1.90M | 0.10% | −12,900−72.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,939 | $1.91M | 0.01% | −8,794−64.0% | Reduced |
| PFG Advisors | 4,962 | $1.92M | 0.22% | −9−0.2% | Reduced |
| Fiduciary Trust Co | 4,983 | $1.93M | 0.04% | +45+0.9% | Added |
| Acadian Asset Management LLC | 4,997 | $1.93M | 0.01% | −16,448−76.7% | Reduced |
| Advisors Asset Management, Inc. | 5,000 | $1.94M | 0.04% | −3,103−38.3% | Reduced |
| Glynn Capital Management LLC | 5,000 | $1.94M | 0.41% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $1.94M | 0.46% | 00.0% | Unchanged |
| First Bank & Trust | 5,004 | $1.94M | 0.71% | +395+8.6% | Added |
| Kempen Capital Management N.V. | 5,006 | $1.94M | 0.08% | +607+13.8% | Added |
| First Personal Financial Services | 5,009 | $1.94M | 0.56% | +511+11.4% | Added |
| Meiji Yasuda Life Insurance Co | 5,026 | $1.95M | 0.04% | −385−7.1% | Reduced |
| Equitable Trust Co | 5,058 | $1.96M | 0.16% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,073 | $1.97M | 0.02% | −583−10.3% | Reduced |
| Herold Advisors, Inc. | 5,120 | $1.98M | 0.96% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,120 | $1.98M | 0.56% | +230+4.7% | Added |
| Veriti Management LLC | 5,128 | $1.99M | 0.29% | −376−6.8% | Reduced |
| Signaturefd, LLC | 5,153 | $2.00M | 0.07% | +732+16.6% | Added |
| Silvercrest Asset Management Group LLC | 5,158 | $2.00M | 0.02% | +441+9.3% | Added |
| Verition Fund Management LLC | 5,164 | $2.00M | 0.03% | +3,061+145.6% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $2.00M | 1.10% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,203 | $2.01M | 0.22% | +5,203 | New |
| Apollon Wealth Management, LLC | 5,226 | $2.02M | 0.17% | +412+8.6% | Added |
| Park Avenue Securities LLC | 5,249 | $2.03M | 0.04% | +409+8.5% | Added |
| Vetamer Capital Management, L.P. | 5,258 | $2.04M | 2.42% | +145+2.8% | Added |
| Thoroughbred Financial Services, LLC | 5,269 | $2.04M | 0.39% | −128−2.4% | Reduced |
| Jump Financial, LLC | 5,281 | $2.04M | 0.08% | +3,407+181.8% | Added |
| Monograph Wealth Advisors, LLC | 5,307 | $2.06M | 0.67% | −2,304−30.3% | Reduced |
| Change Path, LLC | 5,312 | $2.06M | 0.12% | +1,070+25.2% | Added |
| Sompo Asset Management Co., Ltd. | 5,350 | $2.07M | 0.53% | +1,650+44.6% | Added |
| Martin Capital Advisors, LLP | 5,424 | $2.10M | 3.09% | +20+0.4% | Added |
| Stonnington Group, LLC | 5,280 | $2.12M | 0.60% | +160+3.1% | Added |
| Telemus Capital, LLC | 5,546 | $2.15M | 0.22% | −520−8.6% | Reduced |
| Decatur Capital Management, Inc. | 5,559 | $2.15M | 1.63% | 00.0% | Unchanged |
| RVW Wealth, LLC | 5,559 | $2.15M | 0.30% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 5,572 | $2.16M | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 5,581 | $2.16M | 0.26% | −7,587−57.6% | Reduced |
| Everence Capital Management Inc | 5,590 | $2.17M | 0.20% | −5,060−47.5% | Reduced |
| Maven Securities LTD | 5,637 | $2.18M | 0.10% | +4,716+512.1% | Added |
| Roberts Wealth Advisors, LLC | 5,329 | $2.19M | 1.08% | +174+3.4% | Added |
| E Fund Management Co., Ltd. | 5,671 | $2.20M | 0.20% | −20.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,690 | $2.20M | 0.47% | +2,341+69.9% | Added |
| Fairbanks Capital Management, Inc. | 5,782 | $2.24M | 2.09% | 00.0% | Unchanged |
| GAM Holding AG | 5,809 | $2.25M | 0.17% | −16−0.3% | Reduced |
| Wambolt & Associates, LLC | 5,858 | $2.27M | 0.96% | −101−1.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,874 | $2.27M | 0.28% | +1,838+45.5% | Added |
| S.A. Mason LLC | 5,897 | $2.28M | 1.81% | −195−3.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,909 | $2.29M | 0.87% | +26+0.4% | Added |
| Pinnbrook Capital Management LP | 5,962 | $2.31M | 1.41% | +5,962 | New |
| Redpoint Investment Management Pty Ltd | 5,973 | $2.31M | 0.34% | −831−12.2% | Reduced |
| First Nebraska Trust Co | 5,991 | $2.32M | 0.33% | +5+0.1% | Added |
| Old National Bancorp | 6,012 | $2.33M | 0.08% | −1,482−19.8% | Reduced |
| Weil Company, Inc. | 6,048 | $2.34M | 1.44% | +31+0.5% | Added |
| TownSquare Capital, LLC | 6,044 | $2.34M | 0.07% | +355+6.2% | Added |
| MAI Capital Management | 6,100 | $2.36M | 0.04% | +1,086+21.7% | Added |
| AlphaCrest Capital Management LLC | 6,125 | $2.37M | 0.14% | −361−5.6% | Reduced |
| NatWest Group plc | 6,142 | $2.38M | 1.38% | −3,101−33.5% | Reduced |
| Palisade Capital Management LLC | 6,149 | $2.38M | 0.07% | −229−3.6% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $2.38M | 0.41% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,165 | $2.39M | 0.31% | +246+4.2% | Added |
| Kestra Private Wealth Services, LLC | 6,171 | $2.39M | 0.14% | +994+19.2% | Added |
| Twin Capital Management Inc | 6,171 | $2.39M | 0.32% | +1,581+34.4% | Added |
| Hyman Charles D | 6,266 | $2.43M | 0.19% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,307 | $2.44M | 2.24% | −38−0.6% | Reduced |
| Vestcor Inc | 6,313 | $2.44M | 0.09% | −1,846−22.6% | Reduced |
| Evoke Wealth, LLC | 6,355 | $2.46M | 0.10% | −5−0.1% | Reduced |
| Carderock Capital Management Inc | 6,409 | $2.48M | 1.27% | −1,120−14.9% | Reduced |
| Madison Wealth Management | 6,444 | $2.50M | 0.62% | +6,444 | New |
| Motley Fool Asset Management LLC | 6,489 | $2.51M | 0.25% | −39−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 6,539 | $2.53M | 0.06% | −1,301−16.6% | Reduced |
| Independent Advisor Alliance | 6,534 | $2.53M | 0.15% | −1,935−22.8% | Reduced |
| Hampton Road Capital Management LP | 6,553 | $2.54M | 0.94% | −54,235−89.2% | Reduced |
| Boston Private Wealth LLC | 6,561 | $2.54M | 0.04% | +1,722+35.6% | Added |
| Conway Capital Management, Inc. | 6,565 | $2.54M | 2.27% | +20+0.3% | Added |
| JB Capital LLC | 6,603 | $2.56M | 0.28% | +2,132+47.7% | Added |
| First Foundation Advisors | 6,643 | $2.57M | 0.13% | +97+1.5% | Added |
| Empirical Finance, LLC | 6,662 | $2.58M | 0.31% | +1,148+20.8% | Added |
| Brasada Capital Management, LP | 6,693 | $2.59M | 0.61% | +1,672+33.3% | Added |
| Veritable, L.P. | 6,702 | $2.60M | 0.05% | −632−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,835 | $2.65M | 0.05% | −3,803−35.7% | Reduced |
| Metis Global Partners, LLC | 7,203 | $2.79M | 0.45% | +1,551+27.4% | Added |
| Alps Advisors Inc | 7,245 | $2.81M | 0.03% | −2,965−29.0% | Reduced |
| Caas Capital Management LP | 7,264 | $2.81M | 0.37% | +7,264 | New |
| Covenant Asset Management, LLC | 7,296 | $2.83M | 1.14% | −29−0.4% | Reduced |
| Private Advisor Group, LLC | 7,316 | $2.83M | 0.03% | −3,530−32.5% | Reduced |