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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 560 | $217.0K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 560 | $217.0K | 0.01% | +560 | New |
| LifeSteps Financial, Inc. | 554 | $215.0K | 0.24% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 552 | $214.0K | 0.22% | −11−2.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 500 | $214.0K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 550 | $213.0K | 0.02% | −80−12.7% | Reduced |
| L2 Asset Management, LLC | 551 | $213.0K | 0.16% | +551 | New |
| Bigelow Investment Advisors, LLC | 550 | $213.0K | 0.13% | +550 | New |
| Colonial Trust Co | 550 | $213.0K | 0.07% | +550 | New |
| Vantage Consulting Group Inc | 544 | $211.0K | 0.12% | −50−8.4% | Reduced |
| Syntax Advisors, LLC | 544 | $211.0K | 0.18% | −50−8.4% | Reduced |
| Gradient Capital Advisors, LLC | 542 | $210.0K | 0.10% | +542 | New |
| FFT Wealth Management LLC | 539 | $209.0K | 0.03% | +539 | New |
| LGL Partners, LLC | 539 | $209.0K | 0.04% | +539 | New |
| Procyon Private Wealth Partners, LLC | 537 | $208.0K | 0.05% | −173−24.4% | Reduced |
| FinTrust Capital Advisors, LLC | 510 | $208.0K | 0.05% | −112−18.0% | Reduced |
| High Falls Advisors, Inc | 535 | $207.0K | 0.07% | +1+0.2% | Added |
| Premier Fund Managers Ltd | 520 | $206.0K | 0.02% | −9,894−95.0% | Reduced |
| Ameritas Advisory Services, LLC | 533 | $206.0K | 0.01% | +533 | New |
| Ascent Group, LLC | 477 | $204.0K | 0.02% | +10+2.1% | Added |
| Lakeview Capital Partners, LLC | 526 | $203.0K | 0.08% | 00.0% | Unchanged |
| Triumph Capital Management | 522 | $202.0K | 0.11% | −790−60.2% | Reduced |
| Ssi Investment Management LLC | 518 | $202.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 520 | $201.0K | 0.03% | +520 | New |
| Centaurus Financial, Inc. | 511 | $198.0K | 0.02% | +25+5.1% | Added |
| Harbor Investment Advisory, LLC | 507 | $196.0K | 0.03% | +161+46.5% | Added |
| Rosenberg Matthew Hamilton | 475 | $184.0K | 0.07% | +33+7.5% | Added |
| Sandy Spring Bank | 466 | $180.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 410 | $175.0K | 0.02% | +16+4.1% | Added |
| McClarren Financial Advisors, Inc. | 450 | $174.0K | 0.17% | +450 | New |
| Covestor Ltd | 444 | $172.0K | 0.15% | +28+6.7% | Added |
| Glassman Wealth Services | 419 | $162.0K | 0.03% | +41+10.8% | Added |
| Trustcore Financial Services, LLC | 399 | $155.0K | 0.01% | −15−3.6% | Reduced |
| Fortis Advisors, LLC | 400 | $155.0K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 402 | $155.0K | 0.00% | +142+54.6% | Added |
| Atticus Wealth Management, LLC | 395 | $152.0K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 391 | $151.0K | 0.03% | +82+26.5% | Added |
| Sage Private Wealth Group, LLC | 379 | $147.0K | 0.19% | 00.0% | Unchanged |
| Seldon Capital LP | 378 | $146.0K | 0.10% | 00.0% | Unchanged |
| Howe & Rusling Inc | 360 | $139.0K | 0.02% | −152−29.7% | Reduced |
| Carolinas Wealth Consulting LLC | 333 | $129.0K | 0.03% | +60+22.0% | Added |
| Islay Capital Management, LLC | 325 | $126.0K | 0.15% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 301 | $117.0K | 0.04% | −41−12.0% | Reduced |
| Vigilant Capital Management, LLC | 297 | $115.0K | 0.01% | −64−17.7% | Reduced |
| Pinnacle Bancorp, Inc. | 285 | $110.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 278 | $108.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $106.5K | 0.06% | +250+1,000.0% | Added |
| BerganKDV Wealth Management, LLC | 272 | $105.0K | 0.01% | −71−20.7% | Reduced |
| Hexagon Capital Partners LLC | 269 | $104.0K | 0.03% | +15+5.9% | Added |
| Harbour Investments, Inc. | 250 | $96.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 246 | $95.0K | 0.02% | +246 | New |
| Sutton Wealth Advisors Inc. | 228 | $88.3K | 0.04% | +34+17.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 225 | $87.0K | 0.06% | −71−24.0% | Reduced |
| Catalyst Capital Advisors LLC | 225 | $87.0K | 0.00% | −1−0.4% | Reduced |
| Providence First Trust Co | 225 | $87.0K | 0.05% | +225 | New |
| Jones Financial Companies LLLP | 222 | $86.0K | 0.00% | −31−12.3% | Reduced |
| C M Bidwell & Associates Ltd | 222 | $86.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Trust Co | 217 | $84.0K | 0.00% | −2−0.9% | Reduced |
| Virtus Investment Advisers, Inc. | 212 | $82.0K | 0.04% | +212 | New |
| Jackson, Grant Investment Advisers, Inc. | 205 | $79.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 205 | $79.0K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $76.3K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 197 | $76.0K | 0.03% | +7+3.7% | Added |
| Financial Management Professionals, Inc. | 193 | $75.0K | 0.02% | +6+3.2% | Added |
| Harbor Capital Advisors, Inc. | 191 | $74.0K | 0.07% | −225−54.1% | Reduced |
| Cedar Wealth Management, LLC | 189 | $73.0K | 0.04% | −101−34.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 187 | $72.0K | 0.01% | +13+7.5% | Added |
| Farmers & Merchants Investments Inc | 185 | $72.0K | 0.00% | +35+23.3% | Added |
| Bell Investment Advisors, Inc | 185 | $72.0K | 0.02% | +34+22.5% | Added |
| Money Concepts Capital Corp | 184 | $71.0K | 0.00% | +3+1.7% | Added |
| Salem Investment Counselors Inc | 180 | $70.0K | 0.00% | −22−10.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 179 | $69.0K | 0.00% | +2+1.1% | Added |
| Atlas Capital Advisors LLC | 176 | $68.2K | 0.01% | +8+4.8% | Added |
| Western Pacific Wealth Management, LP | 178 | $68.0K | 0.07% | +174+4,350.0% | Added |
| Lumature Wealth Partners, LLC | 170 | $66.0K | 0.04% | −10−5.6% | Reduced |
| Hillsdale Investment Management Inc. | 161 | $62.0K | 0.01% | +31+23.8% | Added |
| Proequities, Inc. | 155 | $60.0K | 0.01% | +32+26.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $58.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 139 | $54.0K | 0.01% | +9+6.9% | Added |
| Highline Wealth Partners LLC | 137 | $53.0K | 0.04% | +137 | New |
| Eagle Bay Advisors LLC | 138 | $53.0K | 0.03% | +2+1.5% | Added |
| Manchester Capital Management LLC | 133 | $52.0K | 0.01% | +8+6.4% | Added |
| Global Financial Private Client, LLC | 129 | $51.2K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 126 | $49.0K | 0.01% | −838−86.9% | Reduced |
| SOA Wealth Advisors, LLC. | 127 | $49.0K | 0.01% | −6−4.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 127 | $49.0K | 0.02% | +127 | New |
| Washington Trust Co | 122 | $48.0K | 0.00% | +7+6.1% | Added |
| Valley National Advisers Inc | 114 | $47.0K | 0.01% | +24+26.7% | Added |
| Center for Financial Planning, Inc. | 115 | $45.0K | 0.01% | −11−8.7% | Reduced |
| Norway Savings Bank | 116 | $45.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 115 | $44.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 110 | $43.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 108 | $42.0K | 0.01% | −5−4.4% | Reduced |
| Newfound Research LLC | 107 | $41.0K | 0.10% | −3−2.7% | Reduced |
| Piscataqua Savings Bank | 107 | $41.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 106 | $41.0K | 0.03% | +6+6.0% | Added |
| Archer Investment Corp | 102 | $39.5K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $38.7K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 95 | $37.0K | 0.00% | −299,774−100.0% | Reduced |
| Abound Wealth Management | 93 | $36.0K | 0.02% | +93 | New |