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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 1,016 | $394.0K | 0.02% | −326−24.3% | Reduced |
| Avestar Capital, LLC | 1,017 | $394.0K | 0.11% | +186+22.4% | Added |
| Aaron Wealth Advisors | 1,015 | $393.0K | 0.07% | +266+35.5% | Added |
| Crescent Grove Advisors, LLC | 1,006 | $390.0K | 0.05% | −50−4.7% | Reduced |
| Woodstock Corp | 1,003 | $388.0K | 0.06% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 998 | $387.0K | 0.08% | −979−49.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $387.0K | 0.06% | −100−9.1% | Reduced |
| RBF Capital, LLC | 1,000 | $387.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $387.0K | 0.34% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,000 | $387.0K | 0.01% | +300+42.9% | Added |
| Caldwell Trust Co | 999 | $386.9K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 995 | $385.0K | 0.01% | +128+14.8% | Added |
| Legacy Financial Advisors, Inc. | 991 | $384.0K | 0.09% | +195+24.5% | Added |
| Moody Lynn & Lieberson, LLC | 990 | $383.0K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 989 | $383.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 980 | $380.0K | 0.33% | −20−2.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 979 | $379.0K | 0.13% | +58+6.3% | Added |
| Resources Investment Advisors, LLC. | 970 | $376.0K | 0.01% | +30+3.2% | Added |
| Tolleson Wealth Management, Inc. | 969 | $375.0K | 0.11% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 965 | $374.0K | 0.16% | +8+0.8% | Added |
| Highland Private Wealth Management | 965 | $374.0K | 0.06% | +155+19.1% | Added |
| Tradewinds, LLC. | 949 | $368.0K | 0.27% | +24+2.6% | Added |
| New Millennium Group LLC | 946 | $367.0K | 0.40% | −9−0.9% | Reduced |
| Calton & Associates, Inc. | 949 | $367.0K | 0.21% | −4−0.4% | Reduced |
| Childress Capital Advisors, LLC | 897 | $366.0K | 0.14% | +6+0.7% | Added |
| Avitas Wealth Management LLC | 942 | $365.0K | 0.08% | +9+1.0% | Added |
| Leavell Investment Management, Inc. | 927 | $359.0K | 0.03% | −52−5.3% | Reduced |
| Wealthstar Advisors, LLC | 925 | $357.0K | 0.17% | 00.0% | Unchanged |
| Studio Investment Management LLC | 918 | $355.6K | 0.13% | +21+2.3% | Added |
| Deseret Mutual Benefit Administrators | 915 | $354.0K | 0.10% | −456−33.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 912 | $353.0K | 0.29% | −20−2.1% | Reduced |
| Samalin Investment Counsel, LLC | 909 | $352.0K | 0.26% | +1+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 909 | $352.0K | 0.47% | +7+0.8% | Added |
| Journey Advisory Group, LLC | 907 | $351.0K | 0.09% | +94+11.6% | Added |
| Sigma Planning Corp | 905 | $351.0K | 0.01% | +52+6.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $349.0K | 0.15% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $349.0K | 0.29% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 900 | $349.0K | 0.11% | +900 | New |
| Journey Strategic Wealth LLC | 895 | $346.0K | 0.05% | +895 | New |
| Bragg Financial Advisors, Inc | 892 | $345.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 885 | $343.0K | 0.01% | −354−28.6% | Reduced |
| West Family Investments, Inc. | 879 | $340.0K | 0.14% | −63−6.7% | Reduced |
| Boenning & Scattergood, Inc. | 874 | $339.0K | 0.07% | 00.0% | Unchanged |
| Paloma Partners Management Co | 873 | $338.0K | 0.07% | −3,523−80.1% | Reduced |
| Pacific Global Investment Management CO | 872 | $338.0K | 0.08% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 869 | $337.0K | 0.12% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 869 | $337.0K | 0.23% | +3+0.3% | Added |
| MSH Capital Advisors LLC | 870 | $336.9K | 0.17% | +1+0.1% | Added |
| William Allan, LLC | 867 | $336.0K | 0.31% | +867 | New |
| Integrated Investment Consultants, LLC | 866 | $335.0K | 0.13% | −51−5.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 865 | $335.0K | 0.06% | +865 | New |
| Atlantic Trust, LLC | 861 | $334.0K | 0.12% | +861 | New |
| MONECO Advisors, LLC | 859 | $333.0K | 0.13% | −2−0.2% | Reduced |
| Winthrop Advisory Group LLC | 854 | $331.0K | 0.07% | −55−6.1% | Reduced |
| Alpha Omega Wealth Management LLC | 855 | $331.0K | 0.06% | −33−3.7% | Reduced |
| WCG Wealth Advisors LLC | 846 | $328.0K | 0.04% | −512−37.7% | Reduced |
| Riverview Trust Co | 846 | $328.0K | 0.32% | +141+20.0% | Added |
| Abbrea Capital, LLC | 846 | $328.0K | 0.06% | +165+24.2% | Added |
| Wealthspire Advisors, LLC | 840 | $325.0K | 0.01% | −87−9.4% | Reduced |
| RHS Financial, LLC | 838 | $325.0K | 0.29% | −40−4.6% | Reduced |
| Beaumont Financial Partners, LLC | 834 | $323.0K | 0.03% | −1−0.1% | Reduced |
| AdvisorNet Financial, Inc | 835 | $323.0K | 0.03% | +2+0.2% | Added |
| Chesapeake Wealth Management | 823 | $319.0K | 0.15% | −95−10.3% | Reduced |
| Traynor Capital Management, Inc. | 820 | $317.0K | 0.06% | −60−6.8% | Reduced |
| Meridian Wealth Management, LLC | 814 | $315.0K | 0.03% | −163−16.7% | Reduced |
| Arrow Financial Corp | 810 | $314.0K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 809 | $314.0K | 0.03% | +21+2.7% | Added |
| Mason Investment Advisory Services, Inc. | 809 | $313.3K | 0.04% | +4+0.5% | Added |
| Elgethun Capital Management | 806 | $312.0K | 0.12% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 804 | $311.0K | 0.14% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $310.0K | 0.15% | 00.0% | Unchanged |
| Alta Advisers Ltd | 800 | $310.0K | 0.20% | +800 | New |
| Veracity Capital LLC | 795 | $308.0K | 0.17% | −2−0.3% | Reduced |
| Tufton Capital Management | 795 | $307.0K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 792 | $307.0K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 791 | $306.0K | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 782 | $303.0K | 0.22% | −17−2.1% | Reduced |
| Nations Financial Group Inc, | 781 | $303.0K | 0.04% | +2+0.3% | Added |
| BlueSky Wealth Advisors, LLC | 783 | $303.0K | 0.07% | +4+0.5% | Added |
| SeaCrest Wealth Management, LLC | 782 | $303.0K | 0.05% | +34+4.5% | Added |
| Virtue Capital Management, LLC | 780 | $302.0K | 0.05% | +101+14.9% | Added |
| Interchange Capital Partners, LLC | 779 | $302.0K | 0.33% | +133+20.6% | Added |
| Royal Fund Management, LLC | 774 | $299.0K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 718 | $299.0K | 0.17% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 770 | $298.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 766 | $297.0K | 0.01% | −1,204−61.1% | Reduced |
| Grove Bank & Trust | 766 | $297.0K | 0.07% | +7+0.9% | Added |
| Diversified Investment Strategies, LLC | 762 | $295.0K | 0.24% | −58−7.1% | Reduced |
| Ifrah Financial Services, Inc. | 758 | $294.0K | 0.10% | −2−0.3% | Reduced |
| Orchard Capital Managment, LLC | 759 | $294.0K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 758 | $294.0K | 0.02% | +61+8.8% | Added |
| Verity Asset Management, Inc. | 759 | $294.0K | 0.30% | +759 | New |
| Apeiron RIA LLC | 762 | $293.0K | 0.13% | +1+0.1% | Added |
| Gill Capital Partners, LLC | 753 | $292.0K | 0.15% | 00.0% | Unchanged |
| Comerica Securities,inc. | 753 | $292.0K | 0.02% | +9+1.2% | Added |
| Tanager Wealth Management LLP | 745 | $289.0K | 0.23% | +745 | New |
| Atom Investors LP | 744 | $288.0K | 0.10% | +744 | New |
| Keel Point, LLC | 741 | $287.0K | 0.05% | −5−0.7% | Reduced |
| Family Firm, Inc. | 742 | $287.0K | 0.09% | +12+1.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 739 | $286.0K | 0.02% | +26+3.6% | Added |