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 |
|---|---|---|---|---|---|
| 1st Source Bank | 1,364 | $529.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Alta Wealth Advisors LLC | 1,349 | $522.0K | 0.37% | +6+0.4% | 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 |
| 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 |
| Calamos Wealth Management LLC | 1,337 | $518.0K | 0.04% | −77−5.4% | Reduced |
| Stanley-Laman Group, Ltd. | 1,334 | $517.0K | 0.10% | −74−5.3% | Reduced |
| Oxford Financial Group Ltd | 1,336 | $517.0K | 0.08% | −13−1.0% | Reduced |
| Heron Financial Group, LLC | 1,331 | $516.0K | 0.32% | −10−0.7% | Reduced |
| Harbor Group, Inc. | 1,329 | $515.0K | 0.37% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,325 | $513.0K | 0.11% | +1,325 | New |
| Integrated Advisors Network LLC | 1,320 | $511.0K | 0.03% | −850−39.2% | Reduced |
| Brighton Jones LLC | 1,317 | $510.0K | 0.03% | +194+17.3% | Added |
| Amplius Wealth Advisors, LLC | 1,315 | $509.0K | 0.09% | +109+9.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,309 | $507.0K | 0.11% | −348−21.0% | Reduced |
| Gilbert & Cook, Inc. | 1,312 | $505.0K | 0.11% | +26+2.0% | Added |
| DF Dent & Co Inc | 1,296 | $502.0K | 0.01% | +618+91.2% | Added |
| Seeyond | 1,289 | $499.0K | 0.06% | −621−32.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,287 | $499.0K | 0.05% | +63+5.1% | Added |
| TrinityPoint Wealth, LLC | 1,280 | $496.0K | 0.11% | +33+2.6% | Added |
| KMG Fiduciary Partners, LLC | 1,278 | $495.0K | 0.10% | +21+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,277 | $495.0K | 0.30% | +23+1.8% | Added |
| Cypress Capital Management LLC | 1,270 | $492.0K | 0.09% | +1,270 | New |
| Jackson Wealth Management, LLC | 1,271 | $492.0K | 0.10% | +1,271 | New |
| Camden Capital, LLC | 1,267 | $491.0K | 0.11% | +250+24.6% | Added |
| Evercore Wealth Management, LLC | 1,267 | $491.0K | 0.01% | +337+36.2% | Added |
| Kolinsky Wealth Management, LLC | 1,256 | $486.0K | 0.61% | +9+0.7% | Added |
| Investors Research Corp | 1,252 | $485.0K | 0.15% | +2+0.2% | Added |
| Eqis Capital Management, Inc. | 1,252 | $484.9K | 0.06% | −127−9.2% | Reduced |
| Engineers Gate Manager LP | 1,248 | $483.0K | 0.03% | −2,271−64.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,244 | $482.0K | 0.15% | +1,244 | New |
| First National Trust Co | 1,228 | $476.0K | 0.03% | −31−2.5% | Reduced |
| North Star Investment Management Corp. | 1,230 | $476.0K | 0.05% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,223 | $474.0K | 0.03% | −11−0.9% | Reduced |
| Graypoint LLC | 1,220 | $473.0K | 0.06% | +359+41.7% | Added |
| Parsec Financial Management, Inc. | 1,218 | $472.0K | 0.02% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 1,216 | $471.0K | 1.34% | −58−4.6% | Reduced |
| ASB Consultores, LLC | 1,217 | $471.0K | 0.22% | +304+33.3% | Added |
| SS&H Financial Advisors, Inc. | 1,208 | $468.0K | 0.24% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,207 | $467.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,202 | $466.0K | 0.06% | +100+9.1% | Added |
| Wealth Management Associates, Inc. | 1,201 | $465.2K | 0.33% | +51+4.4% | Added |
| Aft, Forsyth & Sober, LLC | 1,200 | $465.0K | 0.23% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,200 | $465.0K | 0.04% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,200 | $465.0K | 0.08% | +1,200 | New |
| Choate Investment Advisors | 1,195 | $463.0K | 0.03% | +10+0.8% | Added |
| S&CO Inc | 1,196 | $463.0K | 0.04% | +1,196 | New |
| Axiom Advisory, LLC | 1,193 | $462.0K | 0.55% | −430−26.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,186 | $459.0K | 0.54% | −370−23.8% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $459.0K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,186 | $459.0K | 0.05% | +560+89.5% | Added |
| Donoghue Forlines LLC | 1,181 | $457.0K | 0.16% | −1,945−62.2% | Reduced |
| Modera Wealth Management, LLC | 1,181 | $457.0K | 0.02% | +5+0.4% | Added |
| Gsa Capital Partners LLP | 1,173 | $454.0K | 0.06% | +517+78.8% | Added |
| Spire Wealth Management | 1,169 | $453.0K | 0.03% | −178−13.2% | Reduced |
| Gryphon Financial Partners LLC | 1,167 | $452.0K | 0.12% | +53+4.8% | Added |
| DSC Advisors, L.P. | 1,165 | $451.0K | 0.48% | +393+50.9% | Added |
| Coastline Trust Co | 1,158 | $448.0K | 0.07% | −1,120−49.2% | Reduced |
| Trellis Advisors, LLC | 1,156 | $447.0K | 0.25% | −13−1.1% | Reduced |
| Horizon Family Wealth, Inc. | 1,150 | $446.0K | 0.54% | +5+0.4% | Added |
| Flagship Harbor Advisors, LLC | 1,144 | $443.0K | 0.05% | −58−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,137 | $440.0K | 0.10% | +1+0.1% | Added |
| Truvestments Capital LLC | 1,132 | $439.0K | 0.28% | −7−0.6% | Reduced |
| Great Lakes Advisors, LLC | 1,128 | $437.0K | 0.01% | −76−6.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,122 | $434.0K | 0.05% | −80−6.7% | Reduced |
| Whalerock Point Partners, LLC | 1,115 | $432.0K | 0.19% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,112 | $431.0K | 0.15% | +107+10.6% | Added |
| Wealth Architects, LLC | 1,103 | $427.0K | 0.09% | +82+8.0% | Added |
| Scissortail Wealth Management, LLC | 1,098 | $423.0K | 0.22% | +204+22.8% | Added |
| First National Bank of Hutchinson | 1,093 | $423.0K | 0.34% | +1,093 | New |
| FineMark National Bank & Trust | 1,089 | $422.0K | 0.02% | +58+5.6% | Added |
| Argus Investors' Counsel, Inc. | 1,088 | $421.0K | 0.37% | +57+5.5% | Added |
| IHT Wealth Management, LLC | 1,087 | $421.0K | 0.03% | +533+96.2% | Added |
| Concorde Asset Management, LLC | 1,086 | $420.0K | 0.47% | +566+108.8% | Added |
| Clear Street Markets LLC | 1,080 | $418.0K | 0.08% | +1,080 | New |
| Dark Forest Capital Management LP | 1,077 | $417.0K | 0.07% | +1,077 | New |
| Chicago Trust Co NA | 1,074 | $416.0K | 0.11% | −15−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,068 | $414.0K | 0.08% | +68+6.8% | Added |
| Pallas Capital Advisors LLC | 1,128 | $412.0K | 0.05% | +41+3.8% | Added |
| RMR Wealth Builders | 1,060 | $410.0K | 0.10% | −28−2.6% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $409.0K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,053 | $408.0K | 0.00% | −29−2.7% | Reduced |
| Magnus Financial Group LLC | 1,054 | $408.0K | 0.08% | +17+1.6% | Added |
| DuPont Capital Management Corp | 1,044 | $404.0K | 0.02% | −68−6.1% | Reduced |
| Transform Wealth, LLC | 1,043 | $404.0K | 0.05% | −15−1.4% | Reduced |
| GraniteShares Advisors LLC | 1,037 | $401.0K | 0.33% | −82−7.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,035 | $401.0K | 0.06% | +194+23.1% | Added |
| Wharton Business Group, LLC | 1,035 | $400.0K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,034 | $400.0K | 0.09% | +178+20.8% | Added |
| Kingsview Wealth Management, LLC | 1,032 | $400.0K | 0.02% | +193+23.0% | Added |
| Level Four Advisory Services, LLC | 1,030 | $399.0K | 0.04% | −19−1.8% | Reduced |
| Arkadios Wealth Advisors | 1,024 | $397.0K | 0.06% | +173+20.3% | Added |
| Barings LLC | 1,023 | $396.0K | 0.02% | +208+25.5% | Added |
| Horizon Investments, LLC | 1,023 | $395.0K | 0.01% | −1,340−56.7% | Reduced |
| Tiemann Investment Advisors, LLC | 1,021 | $395.0K | 0.26% | +10+1.0% | Added |