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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 7,595 | $2.96M | 1.63% | +152+2.0% | Added |
| Parallel Advisors, LLC | 7,649 | $2.96M | 0.14% | +208+2.8% | Added |
| Emerson Point Capital LP | 7,605 | $2.95M | 1.14% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,604 | $2.94M | 0.10% | −4,947−39.4% | Reduced |
| City Holding Co | 7,469 | $2.89M | 0.57% | −197−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 7,440 | $2.88M | 0.04% | −40,235−84.4% | Reduced |
| Chesley Taft & Associates LLC | 7,440 | $2.88M | 0.21% | +3,515+89.6% | Added |
| Stratos Wealth Partners, LTD. | 7,405 | $2.87M | 0.08% | −243−3.2% | Reduced |
| Canal Capital Management, LLC | 7,385 | $2.86M | 0.83% | +305+4.3% | Added |
| NewEdge Wealth, LLC | 7,319 | $2.83M | 0.13% | −525−6.7% | Reduced |
| Private Advisor Group, LLC | 7,316 | $2.83M | 0.03% | −3,530−32.5% | Reduced |
| Covenant Asset Management, LLC | 7,296 | $2.83M | 1.14% | −29−0.4% | Reduced |
| Caas Capital Management LP | 7,264 | $2.81M | 0.37% | +7,264 | New |
| Alps Advisors Inc | 7,245 | $2.81M | 0.03% | −2,965−29.0% | Reduced |
| Metis Global Partners, LLC | 7,203 | $2.79M | 0.45% | +1,551+27.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,835 | $2.65M | 0.05% | −3,803−35.7% | Reduced |
| Veritable, L.P. | 6,702 | $2.60M | 0.05% | −632−8.6% | Reduced |
| Brasada Capital Management, LP | 6,693 | $2.59M | 0.61% | +1,672+33.3% | Added |
| Empirical Finance, LLC | 6,662 | $2.58M | 0.31% | +1,148+20.8% | Added |
| First Foundation Advisors | 6,643 | $2.57M | 0.13% | +97+1.5% | Added |
| JB Capital LLC | 6,603 | $2.56M | 0.28% | +2,132+47.7% | Added |
| Conway Capital Management, Inc. | 6,565 | $2.54M | 2.27% | +20+0.3% | Added |
| Boston Private Wealth LLC | 6,561 | $2.54M | 0.04% | +1,722+35.6% | Added |
| Hampton Road Capital Management LP | 6,553 | $2.54M | 0.94% | −54,235−89.2% | Reduced |
| Independent Advisor Alliance | 6,534 | $2.53M | 0.15% | −1,935−22.8% | Reduced |
| Beacon Pointe Advisors, LLC | 6,539 | $2.53M | 0.06% | −1,301−16.6% | Reduced |
| Motley Fool Asset Management LLC | 6,489 | $2.51M | 0.25% | −39−0.6% | Reduced |
| Madison Wealth Management | 6,444 | $2.50M | 0.62% | +6,444 | New |
| Carderock Capital Management Inc | 6,409 | $2.48M | 1.27% | −1,120−14.9% | Reduced |
| Evoke Wealth, LLC | 6,355 | $2.46M | 0.10% | −5−0.1% | Reduced |
| Vestcor Inc | 6,313 | $2.44M | 0.09% | −1,846−22.6% | Reduced |
| Cohen Investment Advisors LLC | 6,307 | $2.44M | 2.24% | −38−0.6% | Reduced |
| Hyman Charles D | 6,266 | $2.43M | 0.19% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,171 | $2.39M | 0.14% | +994+19.2% | Added |
| Twin Capital Management Inc | 6,171 | $2.39M | 0.32% | +1,581+34.4% | Added |
| Quantinno Capital Management LP | 6,165 | $2.39M | 0.31% | +246+4.2% | Added |
| Palisade Capital Management LLC | 6,149 | $2.38M | 0.07% | −229−3.6% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $2.38M | 0.41% | 00.0% | Unchanged |
| NatWest Group plc | 6,142 | $2.38M | 1.38% | −3,101−33.5% | Reduced |
| AlphaCrest Capital Management LLC | 6,125 | $2.37M | 0.14% | −361−5.6% | Reduced |
| MAI Capital Management | 6,100 | $2.36M | 0.04% | +1,086+21.7% | Added |
| Weil Company, Inc. | 6,048 | $2.34M | 1.44% | +31+0.5% | Added |
| TownSquare Capital, LLC | 6,044 | $2.34M | 0.07% | +355+6.2% | Added |
| Old National Bancorp | 6,012 | $2.33M | 0.08% | −1,482−19.8% | Reduced |
| First Nebraska Trust Co | 5,991 | $2.32M | 0.33% | +5+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 5,973 | $2.31M | 0.34% | −831−12.2% | Reduced |
| Pinnbrook Capital Management LP | 5,962 | $2.31M | 1.41% | +5,962 | New |
| Mission Creek Capital Partners, Inc. | 5,909 | $2.29M | 0.87% | +26+0.4% | Added |
| S.A. Mason LLC | 5,897 | $2.28M | 1.81% | −195−3.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,874 | $2.27M | 0.28% | +1,838+45.5% | Added |
| Wambolt & Associates, LLC | 5,858 | $2.27M | 0.96% | −101−1.7% | Reduced |
| GAM Holding AG | 5,809 | $2.25M | 0.17% | −16−0.3% | Reduced |
| Fairbanks Capital Management, Inc. | 5,782 | $2.24M | 2.09% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,690 | $2.20M | 0.47% | +2,341+69.9% | Added |
| E Fund Management Co., Ltd. | 5,671 | $2.20M | 0.20% | −20.0% | Reduced |
| Roberts Wealth Advisors, LLC | 5,329 | $2.19M | 1.08% | +174+3.4% | Added |
| Maven Securities LTD | 5,637 | $2.18M | 0.10% | +4,716+512.1% | Added |
| Everence Capital Management Inc | 5,590 | $2.17M | 0.20% | −5,060−47.5% | Reduced |
| Cutler Group LP | 5,581 | $2.16M | 0.26% | −7,587−57.6% | Reduced |
| Kornitzer Capital Management Inc | 5,572 | $2.16M | 0.05% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 5,559 | $2.15M | 1.63% | 00.0% | Unchanged |
| RVW Wealth, LLC | 5,559 | $2.15M | 0.30% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,546 | $2.15M | 0.22% | −520−8.6% | Reduced |
| Stonnington Group, LLC | 5,280 | $2.12M | 0.60% | +160+3.1% | Added |
| Martin Capital Advisors, LLP | 5,424 | $2.10M | 3.09% | +20+0.4% | Added |
| Sompo Asset Management Co., Ltd. | 5,350 | $2.07M | 0.53% | +1,650+44.6% | Added |
| Change Path, LLC | 5,312 | $2.06M | 0.12% | +1,070+25.2% | Added |
| Monograph Wealth Advisors, LLC | 5,307 | $2.06M | 0.67% | −2,304−30.3% | Reduced |
| Jump Financial, LLC | 5,281 | $2.04M | 0.08% | +3,407+181.8% | Added |
| Thoroughbred Financial Services, LLC | 5,269 | $2.04M | 0.39% | −128−2.4% | Reduced |
| Vetamer Capital Management, L.P. | 5,258 | $2.04M | 2.42% | +145+2.8% | Added |
| Park Avenue Securities LLC | 5,249 | $2.03M | 0.04% | +409+8.5% | Added |
| Apollon Wealth Management, LLC | 5,226 | $2.02M | 0.17% | +412+8.6% | Added |
| Asset Dedication, LLC | 5,203 | $2.01M | 0.22% | +5,203 | New |
| Long Road Investment Counsel, LLC | 5,170 | $2.00M | 1.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,164 | $2.00M | 0.03% | +3,061+145.6% | Added |
| Silvercrest Asset Management Group LLC | 5,158 | $2.00M | 0.02% | +441+9.3% | Added |
| Signaturefd, LLC | 5,153 | $2.00M | 0.07% | +732+16.6% | Added |
| Veriti Management LLC | 5,128 | $1.99M | 0.29% | −376−6.8% | Reduced |
| Herold Advisors, Inc. | 5,120 | $1.98M | 0.96% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,120 | $1.98M | 0.56% | +230+4.7% | Added |
| Cetera Advisor Networks LLC | 5,073 | $1.97M | 0.02% | −583−10.3% | Reduced |
| Equitable Trust Co | 5,058 | $1.96M | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,026 | $1.95M | 0.04% | −385−7.1% | Reduced |
| First Personal Financial Services | 5,009 | $1.94M | 0.56% | +511+11.4% | Added |
| First Bank & Trust | 5,004 | $1.94M | 0.71% | +395+8.6% | Added |
| Kempen Capital Management N.V. | 5,006 | $1.94M | 0.08% | +607+13.8% | Added |
| Advisors Asset Management, Inc. | 5,000 | $1.94M | 0.04% | −3,103−38.3% | Reduced |
| Glynn Capital Management LLC | 5,000 | $1.94M | 0.41% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $1.94M | 0.46% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,997 | $1.93M | 0.01% | −16,448−76.7% | Reduced |
| Fiduciary Trust Co | 4,983 | $1.93M | 0.04% | +45+0.9% | Added |
| PFG Advisors | 4,962 | $1.92M | 0.22% | −9−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,939 | $1.91M | 0.01% | −8,794−64.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,900 | $1.90M | 0.10% | −12,900−72.5% | Reduced |
| Hancock Whitney Corp | 4,862 | $1.88M | 0.08% | +4,010+470.7% | Added |
| Atria Wealth Solutions, Inc. | 4,838 | $1.87M | 0.03% | +2,337+93.4% | Added |
| Outfitter Financial LLC | 4,815 | $1.86M | 1.83% | −400−7.7% | Reduced |
| Duality Advisers, LP | 4,807 | $1.86M | 0.20% | −1,104−18.7% | Reduced |
| Ironwood Financial, llc | 4,808 | $1.86M | 0.62% | 00.0% | Unchanged |