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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,941 | $752.0K | 0.16% | +153+8.6% | Added |
| Wolverine Trading, LLC | 1,883 | $747.0K | 0.03% | −4,808−71.9% | Reduced |
| Barr E S & Co | 1,909 | $739.0K | 0.07% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,905 | $738.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Sofos Investments, Inc. | 3,692 | $735.0K | 0.09% | −1,118−23.2% | Reduced |
| Savant Capital, LLC | 1,840 | $713.0K | 0.02% | −43−2.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Pettee Investors, Inc. | 1,809 | $701.0K | 0.38% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,802 | $698.0K | 0.18% | +40+2.3% | 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 |
| 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 |
| Red Spruce Capital, LLC | 1,765 | $684.0K | 0.48% | +16+0.9% | Added |
| Moneta Group Investment Advisors LLC | 1,763 | $683.0K | 0.03% | −437−19.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $670.0K | 0.34% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,728 | $669.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,725 | $668.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,722 | $667.0K | 0.02% | +208+13.7% | Added |
| Family Legacy, Inc. | 1,715 | $664.0K | 0.33% | +81+5.0% | Added |
| Liberty Wealth Management LLC | 1,711 | $663.0K | 0.18% | +2+0.1% | Added |
| Catalyst Private Wealth, LLC | 1,703 | $660.0K | 0.50% | −419−19.7% | Reduced |
| RFG Advisory, LLC | 1,720 | $658.0K | 0.04% | +132+8.3% | 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 |
| Compagnie Lombard Odier SCmA | 1,681 | $651.0K | 0.02% | +31+1.9% | Added |
| Parthenon LLC | 1,675 | $649.0K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 1,673 | $648.0K | 0.01% | +284+20.4% | Added |
| Baader Bank INC | 1,670 | $646.8K | 0.06% | +861+106.4% | Added |
| Argent Trust Co | 1,665 | $644.0K | 0.05% | −438−20.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,615 | $641.0K | 0.08% | −39−2.4% | Reduced |
| Advisors Capital Management, LLC | 1,610 | $640.0K | 0.02% | +937+139.2% | Added |
| WBH Advisory Inc | 1,650 | $639.0K | 0.09% | −200−10.8% | Reduced |
| Inverness Counsel LLC | 1,646 | $638.0K | 0.04% | +114+7.4% | Added |
| United Bank | 1,642 | $636.0K | 0.10% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,639 | $635.0K | 0.02% | +416+34.0% | Added |
| AIA Group Ltd | 1,636 | $634.0K | 0.04% | −1,009−38.1% | Reduced |
| 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 |
| Proffitt & Goodson Inc | 1,631 | $632.0K | 0.14% | +20+1.2% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $628.0K | 0.19% | −100−5.8% | 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 |
| GeoWealth Management, LLC | 1,611 | $624.0K | 0.07% | −96−5.6% | Reduced |
| Oliver Luxxe Assets LLC | 1,600 | $620.0K | 0.19% | +13+0.8% | Added |
| SRN Advisors, LLC | 1,593 | $617.0K | 0.52% | −117−6.8% | Reduced |
| Van Strum & Towne Inc. | 1,586 | $614.0K | 0.28% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,577 | $611.0K | 0.02% | +287+22.2% | Added |
| Bahl & Gaynor Inc | 1,572 | $609.0K | 0.00% | +422+36.7% | Added |
| Plimoth Trust Co LLC | 1,565 | $606.0K | 0.21% | −290−15.6% | Reduced |
| Ancora Advisors, LLC | 1,560 | $605.0K | 0.02% | +8+0.5% | Added |
| JFS Wealth Advisors, LLC | 1,549 | $600.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Clearstead Advisors, LLC | 1,513 | $586.0K | 0.05% | −842−35.8% | Reduced |
| Buckingham Strategic Partners | 1,510 | $585.0K | 0.03% | +296+24.4% | Added |
| Lindbrook Capital, LLC | 1,499 | $581.0K | 0.10% | +16+1.1% | Added |
| 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 |
| 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 |
| Zions Bancorporation, N.A. | 1,472 | $570.0K | 0.06% | −57−3.7% | Reduced |
| Heritage Wealth Advisors | 1,471 | $569.7K | 0.04% | +867+143.5% | Added |
| 17 Capital Partners, LLC | 1,450 | $562.0K | 0.77% | +180+14.2% | Added |
| Little House Capital LLC | 1,448 | $561.0K | 0.30% | +402+38.4% | Added |
| Spinnaker Trust | 1,439 | $557.0K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 1,437 | $556.0K | 0.38% | +101+7.6% | Added |
| Jefferies Group LLC | 1,432 | $554.6K | 0.02% | +1,432 | New |
| Concentric Wealth Management, LLC | 1,430 | $554.0K | 0.20% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,429 | $553.0K | 0.03% | −156−9.8% | Reduced |
| 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 |
| Howland Capital Management LLC | 1,414 | $548.0K | 0.04% | +1,414 | New |
| Focus Financial Network, Inc. | 1,413 | $547.3K | 0.05% | +596+72.9% | Added |
| Van Hulzen Asset Management, LLC | 1,413 | $547.0K | 0.07% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,410 | $546.0K | 0.00% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,397 | $541.0K | 0.75% | +1,397 | New |
| Community Bank & Trust, Waco, Texas | 1,386 | $537.0K | 0.19% | −46−3.2% | 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 |
| Baldwin Brothers Inc | 1,378 | $534.0K | 0.07% | −80−5.5% | Reduced |
| 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 |