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 |
|---|---|---|---|---|---|
| American Money Management, LLC | 13,319 | $5.16M | 1.57% | −172−1.3% | Reduced |
| Essex Investment Management Co LLC | 13,283 | $5.14M | 0.82% | 00.0% | Unchanged |
| Credit Agricole S A | 13,282 | $5.14M | 0.17% | +3,198+31.7% | Added |
| Oak Ridge Investments LLC | 13,249 | $5.13M | 0.78% | −339−2.5% | Reduced |
| LMCG Investments, LLC | 13,041 | $5.05M | 0.37% | +43+0.3% | Added |
| Guinness Atkinson Asset Management Inc | 13,003 | $5.04M | 3.21% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 12,943 | $5.01M | 0.05% | −1,694−11.6% | Reduced |
| Advisor Partners II, LLC | 12,940 | $5.01M | 0.38% | +12,940 | New |
| O'Shaughnessy Asset Management, LLC | 12,912 | $5.00M | 0.09% | +2,156+20.0% | Added |
| Osborne Partners Capital Management, LLC | 12,886 | $4.99M | 0.42% | −2,500−16.2% | Reduced |
| Fulcrum Capital LLC | 12,863 | $4.98M | 1.48% | −336−2.5% | Reduced |
| Cypress Capital Group | 12,716 | $4.92M | 0.82% | −190−1.5% | Reduced |
| Kingfisher Capital LLC | 12,486 | $4.84M | 1.33% | +339+2.8% | Added |
| Advisory Services Network, LLC | 12,247 | $4.74M | 0.17% | −1,205−9.0% | Reduced |
| BTC Capital Management, Inc. | 11,948 | $4.61M | 0.60% | −290−2.4% | Reduced |
| American National Bank | 11,823 | $4.58M | 1.10% | +6,398+117.9% | Added |
| Picton Mahoney Asset Management | 11,785 | $4.57M | 0.21% | +11,785 | New |
| E. Ohman J:or Asset Management AB | 11,784 | $4.56M | 0.21% | −300−2.5% | Reduced |
| Prudential PLC | 11,709 | $4.54M | 0.07% | +377+3.3% | Added |
| Siemens Fonds Invest GmbH | 11,672 | $4.52M | 0.52% | −371−3.1% | Reduced |
| Assenagon Asset Management S.A. | 11,629 | $4.50M | 0.02% | +4,494+63.0% | Added |
| LGT Group Foundation | 11,590 | $4.49M | 0.17% | −5,842−33.5% | Reduced |
| Oppenheimer & Co Inc | 11,552 | $4.47M | 0.10% | −49−0.4% | Reduced |
| Trust Co of Virginia | 11,507 | $4.46M | 0.57% | −117−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 9,506 | $4.45M | 0.05% | −567−5.6% | Reduced |
| Intech Investment Management LLC | 11,320 | $4.38M | 0.03% | −6,650−37.0% | Reduced |
| M. Kulyk & Associates, LLC | 11,310 | $4.38M | 1.52% | +408+3.7% | Added |
| HM Payson & Co | 11,129 | $4.31M | 0.12% | 00.0% | Unchanged |
| Logan Capital Management Inc | 11,114 | $4.30M | 0.26% | −61−0.5% | Reduced |
| Redmond Asset Management, LLC | 11,085 | $4.29M | 1.60% | +299+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 11,049 | $4.28M | 0.24% | +1,902+20.8% | Added |
| Buck Wealth Strategies, LLC | 8,303 | $4.24M | 1.98% | +8,303 | New |
| AXS Investments LLC | 10,918 | $4.23M | 1.64% | −408−3.6% | Reduced |
| United Services Automobile Association | 10,844 | $4.20M | 0.12% | +477+4.6% | Added |
| Impax Asset Management Group plc | 10,744 | $4.16M | 0.02% | +50+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 10,682 | $4.14M | 0.37% | −132−1.2% | Reduced |
| Kestra Advisory Services, LLC | 10,618 | $4.11M | 0.04% | −449−4.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,477 | $4.06M | 0.10% | −1,894−15.3% | Reduced |
| Corient Capital Partners, LLC | 10,462 | $4.03M | 0.31% | +468+4.7% | Added |
| Greenleaf Trust | 10,347 | $4.01M | 0.06% | +140+1.4% | Added |
| Allstate Corp | 10,343 | $4.01M | 0.12% | −25−0.2% | Reduced |
| Kenfarb & Co. | 10,277 | $3.98M | 3.79% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,210 | $3.95M | 0.15% | +525+5.4% | Added |
| Freemont Management S.A. | 10,200 | $3.95M | 0.72% | −300−2.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,109 | $3.92M | 0.36% | +447+4.6% | Added |
| Wetherby Asset Management Inc | 10,085 | $3.91M | 0.28% | +701+7.5% | Added |
| FourThought Financial, LLC | 10,040 | $3.89M | 0.57% | +268+2.7% | Added |
| LTS One Management LP | 10,000 | $3.87M | 0.59% | +10,000 | New |
| Jacobs & Co | 9,974 | $3.86M | 0.56% | +743+8.0% | Added |
| Andra AP-fonden | 9,900 | $3.83M | 0.13% | −4,500−31.3% | Reduced |
| Pathstone Family Office, LLC | 8,542 | $3.82M | 0.07% | +1,011+13.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,795 | $3.79M | 2.80% | −100−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,766 | $3.78M | 0.17% | +15+0.2% | Added |
| First Hawaiian Bank | 9,741 | $3.77M | 0.15% | −146−1.5% | Reduced |
| Marietta Wealth Management, LLC | 9,732 | $3.77M | 0.94% | +3,239+49.9% | Added |
| Central Trust Co | 9,643 | $3.73M | 0.13% | +194+2.1% | Added |
| Kinneret Advisory, LLC | 9,554 | $3.70M | 0.51% | 00.0% | Unchanged |
| Morgan Jess S & Co Inc | 9,508 | $3.68M | 3.20% | +896+10.4% | Added |
| HBW Advisory Services LLC | 9,447 | $3.66M | 1.02% | −23−0.2% | Reduced |
| NWK Group, Inc. | 9,288 | $3.60M | 2.78% | −317−3.3% | Reduced |
| Mastrapasqua Asset Management Inc | 9,271 | $3.59M | 0.52% | +32+0.3% | Added |
| Bishop Rock Capital, L.P. | 9,250 | $3.58M | 2.48% | −2,587−21.9% | Reduced |
| Biltmore Family Office, LLC | 9,220 | $3.57M | 0.82% | −10−0.1% | Reduced |
| Bouvel Investment Partners, LLC | 9,176 | $3.55M | 2.37% | +232+2.6% | Added |
| Power Corp of Canada | 9,170 | $3.55M | 0.53% | +9,170 | New |
| Stephens Inc | 9,127 | $3.54M | 0.08% | +5,697+166.1% | Added |
| Legal Advantage Investments, Inc. | 9,102 | $3.52M | 3.30% | +165+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,094 | $3.52M | 0.23% | −1,190−11.6% | Reduced |
| Bank of Hawaii | 9,052 | $3.51M | 0.24% | −1,237−12.0% | Reduced |
| Dock Street Asset Management Inc | 9,050 | $3.50M | 0.84% | +9,050 | New |
| Holocene Advisors, LP | 9,027 | $3.50M | 0.02% | +9,027 | New |
| National Asset Management, Inc. | 8,985 | $3.48M | 0.11% | +360+4.2% | Added |
| Harbour Capital Advisors, LLC | 8,961 | $3.47M | 1.20% | −30−0.3% | Reduced |
| Bamco Inc | 8,876 | $3.44M | 0.01% | +148+1.7% | Added |
| Balasa Dinverno & Foltz LLC | 8,871 | $3.44M | 0.22% | +606+7.3% | Added |
| Fiera Capital Corp | 8,788 | $3.40M | 0.01% | −925−9.5% | Reduced |
| Karani Asset Management LLC | 8,708 | $3.37M | 3.42% | −3,058−26.0% | Reduced |
| Sargent Bickham Lagudis LLC | 8,694 | $3.37M | 0.30% | +1,386+19.0% | Added |
| Element Capital Management LLC | 8,627 | $3.34M | 1.60% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,617 | $3.34M | 0.30% | −61−0.7% | Reduced |
| First Citizens Bank & Trust Co | 8,454 | $3.27M | 0.11% | −1,899−18.3% | Reduced |
| Alcosta Capital Management, Inc. | 8,415 | $3.26M | 3.19% | −227−2.6% | Reduced |
| Watchman Group, Inc. | 8,408 | $3.26M | 2.05% | +44+0.5% | Added |
| LMR Partners LLP | 8,404 | $3.25M | 0.08% | +4,778+131.8% | Added |
| Boothbay Fund Management, LLC | 8,351 | $3.23M | 0.11% | +1,694+25.4% | Added |
| Sumitomo Life Insurance Co | 8,345 | $3.23M | 0.14% | −233−2.7% | Reduced |
| RiverPark Advisors, LLC | 8,342 | $3.23M | 1.05% | +8,342 | New |
| Keeler Thomas Management LLC | 8,317 | $3.22M | 1.64% | +270+3.4% | Added |
| Papp L Roy & Associates | 8,265 | $3.20M | 0.48% | −28−0.3% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $3.17M | 1.70% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,132 | $3.15M | 0.04% | +1,000+14.0% | Added |
| Nicholas Investment Partners, LP | 8,126 | $3.15M | 0.29% | +1,962+31.8% | Added |
| Mitchell Capital Management Co | 8,106 | $3.14M | 0.89% | +8,106 | New |
| Triasima Portfolio Management inc. | 8,017 | $3.10M | 0.25% | +8,017 | New |
| Y-Intercept (Hong Kong) Ltd | 8,011 | $3.10M | 0.31% | +4,317+116.9% | Added |
| Penobscot Investment Management Company, Inc. | 7,855 | $3.04M | 0.57% | +83+1.1% | Added |
| Riverpark Capital Management LLC | 7,843 | $3.04M | 2.74% | +7,843 | New |
| Boston Financial Mangement LLC | 7,814 | $3.03M | 0.13% | +3,503+81.3% | Added |
| Massmutual Trust Co FSB | 7,777 | $3.01M | 0.14% | +115+1.5% | Added |
| Duncker Streett & Co Inc | 7,659 | $2.97M | 0.77% | +4,245+124.3% | Added |