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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 22,690 | $8.79M | 1.31% | +1,834+8.8% | Added |
| Aptus Capital Advisors, LLC | 22,618 | $8.76M | 0.28% | +10,574+87.8% | Added |
| Oppenheimer Asset Management Inc. | 22,577 | $8.74M | 0.15% | +1,521+7.2% | Added |
| CIBC World Markets Corp | 22,089 | $8.56M | 0.12% | −31,581−58.8% | Reduced |
| Kentucky Retirement Systems | 22,080 | $8.55M | 0.36% | +1,090+5.2% | Added |
| Janney Montgomery Scott LLC | 21,777 | $8.44M | 0.04% | −775−3.4% | Reduced |
| Arcadia Investment Management Corp | 21,228 | $8.22M | 1.99% | −569−2.6% | Reduced |
| ClariVest Asset Management LLC | 21,180 | $8.20M | 0.40% | +21,145+60,414.3% | Added |
| Cerity Partners LLC | 21,101 | $8.18M | 0.10% | −551−2.5% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $8.13M | 0.40% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 20,860 | $8.08M | 0.16% | −50−0.2% | Reduced |
| Sheets Smith Wealth Management | 20,847 | $8.07M | 1.35% | +17+0.1% | Added |
| Anderson Hoagland & Co | 20,671 | $8.01M | 1.28% | +231+1.1% | Added |
| Cohen Klingenstein LLC | 20,600 | $7.98M | 0.42% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,126 | $7.79M | 0.29% | −1,078−5.1% | Reduced |
| XXEC, Inc. | 19,913 | $7.71M | 6.64% | −100−0.5% | Reduced |
| Headinvest, LLC | 19,832 | $7.68M | 1.84% | −212−1.1% | Reduced |
| Meeder Asset Management Inc | 19,719 | $7.64M | 0.44% | +873+4.6% | Added |
| Central Bank & Trust Co | 19,717 | $7.64M | 1.64% | −661−3.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,706 | $7.63M | 0.98% | −4,163−17.4% | Reduced |
| Laurion Capital Management LP | 19,595 | $7.59M | 0.21% | +19,595 | New |
| Copeland Capital Management, LLC | 19,543 | $7.57M | 0.25% | −788−3.9% | Reduced |
| Citizens Financial Group Inc | 19,402 | $7.51M | 0.33% | +14,470+293.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,371 | $7.50M | 0.03% | −26,495−57.8% | Reduced |
| GHP Investment Advisors, Inc. | 19,356 | $7.50M | 0.58% | +429+2.3% | Added |
| Sara-Bay Financial | 19,306 | $7.48M | 4.16% | +50+0.3% | Added |
| Mercer Global Advisors Inc | 19,248 | $7.46M | 0.04% | +7,868+69.1% | Added |
| Rockefeller Capital Management L.P. | 19,106 | $7.40M | 0.04% | +553+3.0% | Added |
| First Long Island Investors, LLC | 19,100 | $7.40M | 0.82% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 18,797 | $7.28M | 0.38% | −2,431−11.5% | Reduced |
| Madison Asset Management, LLC | 18,692 | $7.24M | 0.12% | +16+0.1% | Added |
| McKinley Capital Management LLC /Delaware | 18,563 | $7.19M | 0.98% | −969−5.0% | Reduced |
| TD Private Client Wealth LLC | 18,541 | $7.18M | 0.37% | −139−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 17,952 | $6.95M | 0.14% | +200+1.1% | Added |
| Summit Global Investments | 17,942 | $6.95M | 0.64% | −11,759−39.6% | Reduced |
| Atria Investments LLC | 17,924 | $6.94M | 0.15% | +43+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 17,909 | $6.94M | 0.01% | +169+1.0% | Added |
| Ethic Inc. | 17,755 | $6.88M | 0.47% | +3,665+26.0% | Added |
| McKinley Carter Wealth Services, Inc. | 17,512 | $6.78M | 0.63% | +339+2.0% | Added |
| JustInvest LLC | 17,307 | $6.70M | 0.30% | +2,424+16.3% | Added |
| Huntington National Bank | 17,296 | $6.70M | 0.08% | −1,174−6.4% | Reduced |
| Ieq Capital, LLC | 17,247 | $6.68M | 0.18% | +5,233+43.6% | Added |
| Cresset Asset Management, LLC | 17,225 | $6.67M | 0.08% | +1,007+6.2% | Added |
| Steel Peak Wealth Management LLC | 17,130 | $6.63M | 0.50% | −10,090−37.1% | Reduced |
| Cullinan Associates Inc | 17,105 | $6.63M | 0.42% | −10.0% | Reduced |
| Armistice Capital, LLC | 17,000 | $6.58M | 0.17% | +17,000 | New |
| Addenda Capital Inc. | 16,880 | $6.54M | 0.30% | −2,439−12.6% | Reduced |
| Financial Counselors Inc | 16,752 | $6.49M | 0.16% | −59−0.4% | Reduced |
| Bessemer Group Inc | 16,750 | $6.49M | 0.02% | +45+0.3% | Added |
| First Horizon Advisors, Inc. | 16,681 | $6.46M | 0.26% | −196−1.2% | Reduced |
| Ossiam | 16,631 | $6.44M | 0.19% | −7,822−32.0% | Reduced |
| Dowling & Yahnke LLC | 16,483 | $6.38M | 0.30% | +217+1.3% | Added |
| Motco | 16,456 | $6.37M | 0.50% | +1,293+8.5% | Added |
| PEAK6 Investments LLC | 16,431 | $6.36M | 0.24% | +16,425+273,750.0% | Added |
| Profund Advisors LLC | 16,395 | $6.35M | 0.46% | −955−5.5% | Reduced |
| Metropolitan Life Insurance Co | 16,198 | $6.27M | 0.30% | −243−1.5% | Reduced |
| Brookfield Asset Management Inc. | 16,187 | $6.27M | 0.02% | +10,684+194.1% | Added |
| Glenmede Trust Co NA | 16,060 | $6.22M | 0.04% | −1,618−9.2% | Reduced |
| Trust Co of Vermont | 15,932 | $6.17M | 0.49% | +618+4.0% | Added |
| Cipher Capital LP | 15,915 | $6.16M | 1.00% | +13,315+512.1% | Added |
| Pitcairn Co | 15,909 | $6.16M | 0.69% | −213−1.3% | Reduced |
| Advent International Corp | 15,850 | $6.14M | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,557 | $6.03M | 0.09% | +1,199+8.4% | Added |
| Ferguson Wellman Capital Management, Inc | 15,386 | $5.96M | 0.23% | +43+0.3% | Added |
| Harvest Volatility Management LLC | 14,973 | $5.94M | 1.03% | −401−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,317 | $5.93M | 0.03% | +985+6.9% | Added |
| Account Management LLC | 15,269 | $5.91M | 8.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 15,249 | $5.91M | 0.18% | +1,314+9.4% | Added |
| Stonebridge Capital Management Inc | 15,210 | $5.89M | 3.04% | −50−0.3% | Reduced |
| Elk River Wealth Management, LLC | 15,201 | $5.89M | 1.55% | +416+2.8% | Added |
| Chartwell Investment Partners, LLC | 15,123 | $5.86M | 0.25% | −140−0.9% | Reduced |
| Sycomore Asset Management | 14,752 | $5.84M | 1.65% | +4,270+40.7% | Added |
| Gluskin Sheff & Assoc Inc | 14,990 | $5.81M | 0.35% | +4,146+38.2% | Added |
| Hantz Financial Services, Inc. | 14,922 | $5.78M | 0.20% | +464+3.2% | Added |
| Unio Capital LLC | 14,727 | $5.70M | 3.45% | −194−1.3% | Reduced |
| Cyrus J. Lawrence, LLC | 14,715 | $5.70M | 1.68% | +14,715 | New |
| Crossmark Global Holdings, Inc. | 14,690 | $5.69M | 0.16% | −452−3.0% | Reduced |
| Canada Pension Plan Investment Board | 14,643 | $5.67M | 0.01% | −22,441−60.5% | Reduced |
| Ergoteles LLC | 14,577 | $5.65M | 0.20% | −8,767−37.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,556 | $5.64M | 0.13% | +2,097+16.8% | Added |
| New Mexico Educational Retirement Board | 14,478 | $5.61M | 0.30% | −1,200−7.7% | Reduced |
| Broadleaf Partners, LLC | 14,452 | $5.60M | 2.33% | −32−0.2% | Reduced |
| Conning Inc. | 14,404 | $5.58M | 0.20% | −2,961−17.1% | Reduced |
| Banque Cantonale Vaudoise | 14,403 | $5.58M | 0.32% | +1,727+13.6% | Added |
| Montag A & Associates Inc | 14,371 | $5.57M | 0.39% | +1,146+8.7% | Added |
| Donaldson Capital Management, LLC | 14,353 | $5.56M | 0.31% | −46−0.3% | Reduced |
| Bailard, Inc. | 14,089 | $5.46M | 0.23% | −65−0.5% | Reduced |
| Amica Mutual Insurance Co | 14,076 | $5.45M | 0.77% | +4,151+41.8% | Added |
| Achmea Investment Management B.V. | 14,016 | $5.43M | 0.19% | −5,596−28.5% | Reduced |
| AE Wealth Management LLC | 13,945 | $5.40M | 0.04% | −1,289−8.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,902 | $5.38M | 0.51% | −3,910−22.0% | Reduced |
| Eagle Capital Management, LLC | 13,852 | $5.37M | 3.35% | +10+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 13,528 | $5.24M | 0.22% | +394+3.0% | Added |
| Carmignac Gestion | 13,422 | $5.24M | 0.11% | −1,443−9.7% | Reduced |
| GWM Advisors LLC | 13,455 | $5.21M | 0.09% | −227−1.7% | Reduced |
| HighTower Trust Services, LTA | 13,455 | $5.21M | 0.57% | +13,455 | New |
| Bradley Foster & Sargent Inc | 13,441 | $5.21M | 0.14% | +4,985+59.0% | Added |
| Resonate Capital, LLC | 13,428 | $5.20M | 7.77% | −378−2.7% | Reduced |
| Sculptor Capital LP | 13,397 | $5.19M | 0.07% | +13,397 | New |
| First Western Trust Bank | 13,391 | $5.19M | 0.35% | +679+5.3% | Added |