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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 739 | $286.0K | 0.02% | +422+133.1% | Added |
| Kaizen Financial Strategies | 732 | $284.0K | 0.29% | −13−1.7% | Reduced |
| M Holdings Securities, Inc. | 733 | $284.0K | 0.03% | +153+26.4% | Added |
| Fishman Jay A Ltd | 732 | $283.5K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 731 | $283.0K | 0.02% | −964−56.9% | Reduced |
| Stegent Equity Advisors, Inc. | 729 | $282.0K | 0.42% | −15−2.0% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $281.0K | 0.07% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 725 | $281.0K | 0.37% | +725 | New |
| Essex Financial Services, Inc. | 722 | $280.0K | 0.03% | −75−9.4% | Reduced |
| South State Corp. | 724 | $280.0K | 0.03% | −30−4.0% | Reduced |
| Grandfield & Dodd, LLC | 723 | $280.0K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 722 | $280.0K | 0.24% | 00.0% | Unchanged |
| Financial Architects, Inc | 722 | $280.0K | 0.05% | +722 | New |
| Thomasville National Bank | 721 | $279.0K | 0.03% | −17−2.3% | Reduced |
| JJJ Advisors Inc. | 711 | $276.0K | 0.09% | +31+4.6% | Added |
| Column Capital Advisors, LLC | 713 | $276.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 711 | $275.0K | 0.03% | −83−10.5% | Reduced |
| WP Advisors, LLC | 706 | $273.0K | 0.12% | +25+3.7% | Added |
| Two Sigma Securities, LLC | 696 | $270.0K | 0.04% | −2,976−81.0% | Reduced |
| Summit Trail Advisors, LLC | 696 | $270.0K | 0.01% | −54−7.2% | Reduced |
| QCM Cayman, Ltd. | 696 | $270.0K | 3.94% | +696 | New |
| Legacy Bridge, LLC | 695 | $269.0K | 0.21% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 694 | $269.0K | 0.07% | +99+16.6% | Added |
| Glen Eagle Advisors, LLC | 692 | $268.0K | 0.08% | −19−2.7% | Reduced |
| Resources Management Corp | 690 | $267.0K | 0.05% | 00.0% | Unchanged |
| Vigilare Wealth Management | 683 | $265.0K | 0.34% | −35−4.9% | Reduced |
| Great Diamond Partners, LLC | 686 | $265.0K | 0.09% | +18+2.7% | Added |
| TCI Wealth Advisors, Inc. | 681 | $264.0K | 0.04% | −109−13.8% | Reduced |
| EverSource Wealth Advisors, LLC | 679 | $264.0K | 0.06% | +201+42.1% | Added |
| Intelligence Driven Advisers, LLC | 640 | $263.0K | 0.05% | −85−11.7% | Reduced |
| XR Securities LLC | 677 | $262.0K | 0.24% | +677 | New |
| We Are One Seven, LLC | 675 | $261.0K | 0.02% | −7−1.0% | Reduced |
| John G Ullman & Associates Inc | 675 | $261.0K | 0.05% | 00.0% | Unchanged |
| Concentrum Wealth Management | 665 | $258.0K | 0.22% | 00.0% | Unchanged |
| Berkshire Bank | 664 | $257.0K | 0.08% | +664 | New |
| St. Louis Trust Co | 674 | $256.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 658 | $255.0K | 0.08% | +80+13.8% | Added |
| Global Retirement Partners, LLC | 597 | $255.0K | 0.02% | +71+13.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 654 | $253.0K | 0.02% | −975−59.9% | Reduced |
| First Affirmative Financial Network | 654 | $253.0K | 0.32% | +6+0.9% | Added |
| Machina Capital S.A.S. | 653 | $253.0K | 0.54% | +653 | New |
| Lifeworks Advisors, LLC | 588 | $251.0K | 0.14% | −1,888−76.3% | Reduced |
| TCWP LLC | 643 | $249.0K | 0.05% | −73−10.2% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $248.0K | 0.29% | 00.0% | Unchanged |
| Camden National Bank | 637 | $247.0K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 637 | $247.0K | 0.09% | +44+7.4% | Added |
| Western Wealth Management, LLC | 642 | $247.0K | 0.01% | +642 | New |
| WR Wealth Planners, LLC | 637 | $246.7K | 0.17% | +264+70.8% | Added |
| TRUE Private Wealth Advisors | 636 | $246.0K | 0.04% | +33+5.5% | Added |
| Robertson Stephens Wealth Management, LLC | 634 | $245.0K | 0.03% | +634 | New |
| Cedar Brook Financial Partners, LLC | 632 | $244.8K | 0.08% | −36−5.4% | Reduced |
| Somerville Kurt F | 630 | $244.0K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 627 | $243.0K | 0.07% | −15−2.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 625 | $242.0K | 0.07% | −10−1.6% | Reduced |
| Prospera Financial Services Inc | 626 | $242.0K | 0.01% | +119+23.5% | Added |
| Principal Street Partners, LLC | 625 | $242.0K | 0.06% | +625 | New |
| Guyasuta Investment Advisors Inc | 621 | $241.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 623 | $241.0K | 0.28% | +376+152.2% | Added |
| Moors & Cabot, Inc. | 618 | $240.0K | 0.02% | +1+0.2% | Added |
| Investment Partners, Ltd. | 620 | $240.0K | 0.07% | +620 | New |
| Sonora Investment Management Group, LLC | 621 | $239.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 616 | $239.0K | 0.06% | +270+78.0% | Added |
| Alera Investment Advisors, LLC | 610 | $236.0K | 0.07% | −12−1.9% | Reduced |
| Southern Capital Advisors, LLC | 609 | $236.0K | 0.19% | +1+0.2% | Added |
| TCTC Holdings, LLC | 609 | $235.0K | 0.01% | −2−0.3% | Reduced |
| Nixon Peabody Trust Co | 606 | $234.7K | 0.20% | −809−57.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 603 | $234.0K | 0.09% | +3+0.5% | Added |
| Concord Wealth Partners | 602 | $233.0K | 0.07% | +16+2.7% | Added |
| PDT Partners, LLC | 600 | $232.0K | 0.04% | −4,716−88.7% | Reduced |
| PDS Planning, Inc | 600 | $232.0K | 0.04% | −106−15.0% | Reduced |
| Westwood Management Corp | 600 | $232.0K | 0.03% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $232.0K | 0.13% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $232.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $232.0K | 0.28% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 600 | $232.0K | 0.14% | 00.0% | Unchanged |
| Gouws Capital LLC | 600 | $232.0K | 0.23% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 600 | $232.0K | 0.15% | +50+9.1% | Added |
| Enlightenment Research, LLC | 600 | $232.0K | 0.51% | +600 | New |
| CFO4Life Group, LLC | 598 | $232.0K | 0.06% | +598 | New |
| Fort, L.P. | 597 | $231.0K | 0.29% | −716−54.5% | Reduced |
| Synergy Financial Group, LTD | 596 | $231.0K | 0.35% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 595 | $230.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 593 | $230.0K | 0.02% | +593 | New |
| Corundum Group, Inc. | 591 | $229.0K | 0.14% | +6+1.0% | Added |
| Valeo Financial Advisors, LLC | 589 | $228.0K | 0.01% | +12+2.1% | Added |
| Curated Wealth Partners LLC | 588 | $228.0K | 0.07% | +588 | New |
| Edmond de Rothschild Holding S.A. | 586 | $227.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 587 | $227.0K | 0.06% | +57+10.8% | Added |
| PFS Investments Inc. | 586 | $227.0K | 0.00% | +586 | New |
| Geneos Wealth Management Inc. | 580 | $224.0K | 0.02% | −573−49.7% | Reduced |
| Cedar Mountain Advisors, LLC | 578 | $224.0K | 0.07% | +1+0.2% | Added |
| Warren Averett Asset Management, LLC | 577 | $224.0K | 0.02% | +1+0.2% | Added |
| Eagle Ridge Investment Management | 575 | $223.0K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 577 | $223.0K | 0.01% | +7+1.2% | Added |
| Freestone Capital Holdings, LLC | 573 | $222.0K | 0.01% | −710−55.3% | Reduced |
| CX Institutional | 563 | $218.0K | 0.02% | −3,627−86.6% | Reduced |
| CenterBook Partners LP | 562 | $218.0K | 0.04% | −2,139−79.2% | Reduced |
| IMPACTfolio, LLC | 563 | $218.0K | 0.21% | +4+0.7% | Added |
| Momentum Advisors, LLC | 562 | $218.0K | 0.24% | +562 | New |
| West Coast Financial LLC | 560 | $217.0K | 0.04% | +1+0.2% | Added |