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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 4,802 | $1.86M | 0.10% | +2,610+119.1% | Added |
| Harfst & Associates, Inc. | 4,778 | $1.85M | 0.56% | +571+13.6% | Added |
| Wedbush Securities Inc | 4,766 | $1.85M | 0.10% | −369−7.2% | Reduced |
| Sendero Wealth Management, LLC | 4,759 | $1.84M | 0.77% | −39,629−89.3% | Reduced |
| Panagora Asset Management Inc | 4,742 | $1.84M | 0.01% | −5,913−55.5% | Reduced |
| MV Capital Management, Inc. | 4,737 | $1.83M | 0.32% | +791+20.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,703 | $1.82M | 0.06% | +4+0.1% | Added |
| Security Asset Management | 4,626 | $1.79M | 1.08% | +125+2.8% | Added |
| Personal Capital Advisors Corp | 4,621 | $1.79M | 0.01% | +458+11.0% | Added |
| Mirador Capital Partners LP | 4,612 | $1.79M | 0.43% | +25+0.5% | Added |
| D.A. Davidson & Co. | 4,599 | $1.78M | 0.02% | +84+1.9% | Added |
| Toroso Investments, LLC | 4,585 | $1.78M | 0.07% | +157+3.5% | Added |
| Freedom Day Solutions, LLC | 4,552 | $1.76M | 0.95% | −96−2.1% | Reduced |
| Private Trust Co NA | 4,553 | $1.76M | 0.29% | +88+2.0% | Added |
| Welch & Forbes LLC | 4,542 | $1.76M | 0.03% | +29+0.6% | Added |
| Berger Financial Group, Inc | 4,528 | $1.75M | 0.26% | −226−4.8% | Reduced |
| CAPROCK Group, Inc. | 4,506 | $1.75M | 0.17% | +348+8.4% | Added |
| EFG Asset Management (North America) Corp. | 4,497 | $1.74M | 0.40% | +85+1.9% | Added |
| Independent Solutions Wealth Management, LLC | 4,482 | $1.74M | 0.57% | −58−1.3% | Reduced |
| 55I, LLC | 4,479 | $1.74M | 0.05% | +2,915+186.4% | Added |
| Sanders Morris Harris LLC | 4,346 | $1.73M | 0.42% | −50−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $1.73M | 0.21% | −1,600−26.4% | Reduced |
| Clean Yield Group | 4,449 | $1.72M | 0.81% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,444 | $1.72M | 0.14% | +4,401+10,234.9% | Added |
| Fairfield, Bush & Co. | 4,430 | $1.72M | 1.21% | +50+1.1% | Added |
| Accuvest Global Advisors | 4,425 | $1.71M | 1.17% | +4,425 | New |
| Wunderlich Capital Managemnt | 4,409 | $1.71M | 1.09% | −554−11.2% | Reduced |
| Signature Wealth Management Group | 4,396 | $1.70M | 0.87% | −248−5.3% | Reduced |
| Dynamic Advisor Solutions LLC | 4,382 | $1.70M | 0.13% | −163−3.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,370 | $1.69M | 0.27% | +794+22.2% | Added |
| Scott & Selber, Inc. | 4,352 | $1.69M | 0.81% | +22+0.5% | Added |
| Cohen Capital Management, Inc. | 4,340 | $1.68M | 0.37% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,285 | $1.66M | 0.14% | +2,175+103.1% | Added |
| Wealthsource Partners, LLC | 4,245 | $1.64M | 0.12% | +50+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,175 | $1.62M | 0.09% | −821−16.4% | Reduced |
| Brown Brothers Harriman & Co | 4,151 | $1.61M | 0.02% | +28+0.7% | Added |
| Novare Capital Management LLC | 4,149 | $1.61M | 0.21% | −54−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,144 | $1.60M | 0.14% | +436+11.8% | Added |
| Darwin Advisors, LLC | 3,962 | $1.60M | 0.40% | −480−10.8% | Reduced |
| Mission Wealth Management, LP | 4,128 | $1.60M | 0.09% | +403+10.8% | Added |
| Axxcess Wealth Management, LLC | 4,124 | $1.60M | 0.16% | +3,482+542.4% | Added |
| Virtu Financial LLC | 4,029 | $1.56M | 0.14% | +4,029 | New |
| Stiles Financial Services Inc | 4,005 | $1.55M | 0.94% | +10+0.3% | Added |
| Wipfli Financial Advisors LLC, | 4,004 | $1.55M | 0.11% | +4,004 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.55M | 0.53% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,991 | $1.55M | 0.02% | +930+30.4% | Added |
| Buckingham Strategic Wealth, LLC | 3,960 | $1.53M | 0.03% | +15+0.4% | Added |
| Evergreen Capital Management LLC | 3,953 | $1.53M | 0.08% | +1,621+69.5% | Added |
| Desjardins Global Asset Management Inc. | 3,951 | $1.53M | 0.19% | +64+1.6% | Added |
| Gotham Asset Management, LLC | 3,921 | $1.52M | 0.05% | −25,038−86.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 3,883 | $1.52M | 0.40% | +7+0.2% | Added |
| CWM, LLC | 3,910 | $1.51M | 0.01% | +1,228+45.8% | Added |
| Two Sigma Advisers, LP | 3,900 | $1.51M | 0.00% | −141,600−97.3% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $1.48M | 0.44% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 3,800 | $1.47M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,795 | $1.47M | 0.01% | +483+14.6% | Added |
| Silicon Valley Capital Partners | 3,789 | $1.47M | 0.32% | −367−8.8% | Reduced |
| Balentine LLC | 3,727 | $1.44M | 0.05% | +1,799+93.3% | Added |
| Schechter Investment Advisors, LLC | 3,697 | $1.43M | 0.14% | +673+22.3% | Added |
| Willow Creek Wealth Management Inc. | 3,693 | $1.43M | 0.28% | −2−0.1% | Reduced |
| Clarius Group, LLC | 3,686 | $1.43M | 0.14% | +70+1.9% | Added |
| Ninety One SA (PTY) Ltd | 3,642 | $1.43M | 0.56% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 3,608 | $1.40M | 0.04% | −318−8.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.39M | 0.19% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 3,587 | $1.39M | 0.06% | +87+2.5% | Added |
| Chicago Partners Investment Group LLC | 3,731 | $1.38M | 0.10% | −171−4.4% | Reduced |
| Dohj, LLC | 3,559 | $1.38M | 0.93% | +354+11.0% | Added |
| Azzad Asset Management Inc | 4,441 | $1.38M | 0.14% | −70−1.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,495 | $1.35M | 0.00% | +759+27.7% | Added |
| Stock Yards Bank & Trust Co | 3,476 | $1.35M | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,440 | $1.33M | 0.18% | −73−2.1% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,418 | $1.32M | 0.42% | −23−0.7% | Reduced |
| Bridges Investment Management Inc | 3,410 | $1.32M | 0.05% | +44+1.3% | Added |
| Cigna Investments Inc | 3,402 | $1.32M | 0.29% | −164−4.6% | Reduced |
| Eads & Heald Wealth Management | 3,401 | $1.32M | 0.75% | +17+0.5% | Added |
| Mirabella Financial Services LLP | 3,314 | $1.31M | 0.14% | −3,485−51.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,315 | $1.31M | 0.13% | −168−4.8% | Reduced |
| Gofen & Glossberg LLC | 3,387 | $1.31M | 0.04% | +79+2.4% | Added |
| Capula Management Ltd | 3,374 | $1.31M | 0.16% | +2,230+194.9% | Added |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.30M | 2.10% | 00.0% | Unchanged |
| WT Wealth Management | 3,353 | $1.30M | 0.65% | −68−2.0% | Reduced |
| Vista Wealth Management Group, LLC | 3,106 | $1.30M | 0.16% | +18+0.6% | Added |
| Three Bridge Wealth Advisors, LLC | 3,349 | $1.30M | 0.66% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,329 | $1.29M | 0.46% | −10−0.3% | Reduced |
| AtonRa Partners | 3,320 | $1.29M | 1.26% | −198−5.6% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.28M | 0.35% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,243 | $1.26M | 0.16% | +1,609+98.5% | Added |
| Pegasus Partners Ltd. | 3,215 | $1.25M | 0.26% | −28−0.9% | Reduced |
| Trust Asset Management LLC | 3,201 | $1.24M | 0.17% | +222+7.5% | Added |
| Stratos Wealth Advisors, LLC | 3,199 | $1.24M | 0.13% | +361+12.7% | Added |
| Perpetual Investment Management Ltd | 3,200 | $1.24M | 0.18% | −600−15.8% | Reduced |
| REDW Wealth LLC | 3,168 | $1.23M | 0.47% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,140 | $1.22M | 0.06% | +1,122+55.6% | Added |
| Waycross Partners, LLC | 3,100 | $1.20M | 0.81% | +150+5.1% | Added |
| Quantitative Investment Management, LLC | 3,073 | $1.19M | 0.20% | +3,073 | New |
| Symphony Financial, Ltd. Co. | 2,980 | $1.18M | 0.39% | −27−0.9% | Reduced |
| RB Capital Management, LLC | 3,054 | $1.18M | 0.45% | +282+10.2% | Added |
| Consolidated Planning Corp | 3,042 | $1.18M | 0.37% | +188+6.6% | Added |
| K.J. Harrison & Partners Inc | 3,024 | $1.17M | 0.41% | +1,502+98.7% | Added |
| Avantax Planning Partners, Inc. | 3,019 | $1.17M | 0.05% | +32+1.1% | Added |