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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 3,004 | $1.16M | 0.58% | +30+1.0% | Added |
| EJF Capital LLC | 3,000 | $1.16M | 0.23% | +3,000 | New |
| Knights of Columbus Asset Advisors LLC | 2,964 | $1.15M | 0.12% | +331+12.6% | Added |
| Cape Cod Five Cents Savings Bank | 2,953 | $1.14M | 0.14% | −115−3.7% | Reduced |
| Venturi Wealth Management, LLC | 2,951 | $1.14M | 0.11% | +312+11.8% | Added |
| Cetera Investment Advisers | 2,944 | $1.14M | 0.02% | −204−6.5% | Reduced |
| Elevated Capital Advisors, LLC | 2,943 | $1.14M | 0.45% | +2,943 | New |
| Sheaff Brock Investment Advisors, LLC | 2,923 | $1.13M | 0.14% | +5+0.2% | Added |
| Moody National Bank Trust Division | 2,920 | $1.13M | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,860 | $1.11M | 0.23% | +844+41.9% | Added |
| Boit C F David | 2,850 | $1.10M | 0.90% | +2,850 | New |
| Capital Investment Advisors, LLC | 2,844 | $1.10M | 0.04% | −82−2.8% | Reduced |
| Scharf Investments, LLC | 2,839 | $1.10M | 0.04% | −55−1.9% | Reduced |
| Ropes Wealth Advisors LLC | 2,825 | $1.09M | 0.23% | 00.0% | Unchanged |
| Old Port Advisors | 2,623 | $1.08M | 0.43% | +5+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,772 | $1.07M | 0.14% | −925−25.0% | Reduced |
| Cavalier Investments, LLC | 2,765 | $1.07M | 0.39% | −652−19.1% | Reduced |
| Jag Capital Management, LLC | 2,739 | $1.06M | 0.15% | −240−8.1% | Reduced |
| Advisor OS, LLC | 2,725 | $1.06M | 0.32% | −463−14.5% | Reduced |
| Eagle Asset Management Inc | 2,722 | $1.05M | 0.01% | +2,722 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.05M | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,712 | $1.05M | 0.31% | −143−5.0% | Reduced |
| Heartland Bank & Trust Co | 2,695 | $1.04M | 1.00% | +381+16.5% | Added |
| Abacus Planning Group, Inc. | 2,690 | $1.04M | 0.31% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,679 | $1.04M | 0.01% | −126−4.5% | Reduced |
| Archford Capital Strategies, LLC | 2,679 | $1.04M | 0.27% | +180+7.2% | Added |
| Quadrant Capital Group LLC | 2,662 | $1.03M | 0.14% | +249+10.3% | Added |
| Transamerica Financial Advisors, Inc. | 2,661 | $1.03M | 0.15% | +1,342+101.7% | Added |
| Weatherly Asset Management L. P. | 2,655 | $1.03M | 0.15% | −50−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,647 | $1.02M | 0.11% | +169+6.8% | Added |
| Citizens National Bank Trust Department | 2,642 | $1.02M | 0.32% | +962+57.3% | Added |
| Knowledge Leaders Capital, LLC | 2,622 | $1.02M | 1.30% | −144−5.2% | Reduced |
| Mather Group, LLC. | 2,620 | $1.01M | 0.02% | −48−1.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,618 | $1.01M | 0.84% | +2,618 | New |
| Capricorn Fund Managers Ltd | 2,608 | $1.01M | 0.32% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,580 | $999.0K | 0.04% | −1,328−34.0% | Reduced |
| Peak Asset Management, LLC | 2,574 | $997.0K | 0.28% | +110+4.5% | Added |
| Magnetar Financial LLC | 2,573 | $997.0K | 0.01% | +2,573 | New |
| Sequoia Financial Advisors, LLC | 2,561 | $992.0K | 0.03% | −157−5.8% | Reduced |
| InterOcean Capital Group, LLC | 2,556 | $990.0K | 0.04% | +656+34.5% | Added |
| Advisor Resource Council | 2,551 | $988.0K | 0.69% | −5,968−70.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,543 | $985.0K | 0.05% | −50−1.9% | Reduced |
| Guardian Capital LP | 2,500 | $968.0K | 0.03% | −200−7.4% | Reduced |
| Hilltop Holdings Inc. | 2,500 | $968.0K | 0.13% | +47+1.9% | Added |
| Legacy Advisors, LLC | 2,482 | $961.0K | 0.21% | +368+17.4% | Added |
| Credential Qtrade Securities Inc. | 2,470 | $956.7K | 0.07% | +41+1.7% | Added |
| BancorpSouth Bank | 2,448 | $948.0K | 0.10% | +2,448 | New |
| Segall Bryant & Hamill, LLC | 2,438 | $944.0K | 0.01% | −304−11.1% | Reduced |
| Diversified Trust Co | 2,430 | $941.0K | 0.04% | −794−24.6% | Reduced |
| Pinnacle Associates Ltd | 2,416 | $936.0K | 0.02% | +327+15.7% | Added |
| Nicolet Bankshares Inc | 2,413 | $935.0K | 0.27% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,367 | $917.0K | 0.01% | +4+0.2% | Added |
| Gladstone Institutional Advisory LLC | 2,351 | $911.0K | 0.07% | −3,848−62.1% | Reduced |
| Symmetry Partners, LLC | 2,329 | $902.0K | 0.06% | −29−1.2% | Reduced |
| Cannell Peter B & Co Inc | 2,327 | $901.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,306 | $893.0K | 0.08% | +47+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,294 | $888.4K | 0.10% | +17+0.7% | Added |
| Capital Asset Advisory Services LLC | 2,268 | $878.0K | 0.11% | +277+13.9% | Added |
| Lincoln National Corp | 2,257 | $874.0K | 0.02% | +160+7.6% | Added |
| Krilogy Financial LLC | 2,248 | $871.0K | 0.10% | +21+0.9% | Added |
| Qtron Investments LLC | 2,250 | $871.0K | 0.22% | +999+79.9% | Added |
| Banco Santander, S.A. | 2,234 | $866.0K | 0.01% | +61+2.8% | Added |
| Stevens Capital Management LP | 2,209 | $856.0K | 0.55% | +1,262+133.3% | Added |
| Alberta Investment Management Corp | 2,200 | $852.0K | 0.01% | −16,493−88.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,198 | $852.0K | 0.16% | −4−0.2% | Reduced |
| FSA Wealth Management LLC | 2,184 | $846.0K | 0.59% | +121+5.9% | Added |
| DB Fitzpatrick & Co, Inc | 2,182 | $845.0K | 1.03% | −230−9.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,172 | $841.0K | 0.21% | +62+2.9% | Added |
| Next Century Growth Investors LLC | 2,171 | $840.0K | 0.10% | +40+1.9% | Added |
| Wade G W & Inc | 2,166 | $839.0K | 0.04% | +43+2.0% | Added |
| Garner Asset Management Corp | 2,162 | $838.0K | 0.45% | −117−5.1% | Reduced |
| Waldron Private Wealth LLC | 2,163 | $837.0K | 0.05% | +426+24.5% | Added |
| Main Street Research LLC | 2,147 | $832.0K | 0.18% | +121+6.0% | Added |
| Anchor Investment Management, LLC | 2,136 | $827.3K | 0.13% | +44+2.1% | Added |
| Mutual Advisors, LLC | 2,129 | $825.0K | 0.04% | +216+11.3% | Added |
| Vident Investment Advisory, LLC | 3,071 | $824.0K | 0.03% | −2,588−45.7% | Reduced |
| BSW Wealth Partners | 2,086 | $808.0K | 0.20% | −9−0.4% | Reduced |
| Sentry Investment Management LLC | 2,075 | $804.0K | 0.38% | +116+5.9% | Added |
| IFP Advisors, Inc | 9,074 | $803.0K | 0.02% | +1,117+14.0% | Added |
| Benjamin Edwards Inc | 2,070 | $802.0K | 0.24% | −25−1.2% | Reduced |
| HB Wealth Management, LLC | 2,071 | $802.0K | 0.02% | +705+51.6% | Added |
| Leonteq Securities AG | 2,069 | $801.4K | 0.04% | −2,866−58.1% | Reduced |
| American Portfolios Advisors | 2,059 | $797.6K | 0.03% | −41−2.0% | Reduced |
| Sawtooth Solutions, LLC | 2,051 | $794.0K | 0.12% | +402+24.4% | Added |
| Haverford Financial Services, Inc. | 2,047 | $793.0K | 0.24% | +937+84.4% | Added |
| McRae Capital Management Inc | 2,035 | $788.0K | 0.24% | +51+2.6% | Added |
| Value Partners Investments Inc. | 2,030 | $786.0K | 0.08% | +283+16.2% | Added |
| DGS Capital Management, LLC | 2,009 | $778.1K | 0.52% | +266+15.3% | Added |
| Tilia Fiduciary Partners, Inc. | 2,015 | $773.0K | 0.78% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,880 | $773.0K | 0.24% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,994 | $772.0K | 0.03% | −2,730−57.8% | Reduced |
| Roundview Capital LLC | 1,993 | $772.0K | 0.10% | +201+11.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,943 | $771.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,992 | $771.0K | 0.03% | +609+44.0% | Added |
| Brookstone Capital Management | 1,962 | $761.0K | 0.02% | +3+0.2% | Added |
| Boston Family Office LLC | 1,964 | $760.0K | 0.07% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,963 | $760.0K | 0.12% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,956 | $758.0K | 0.46% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 1,951 | $756.0K | 0.05% | +20+1.0% | Added |
| Stansberry Asset Management, LLC | 1,952 | $756.0K | 0.16% | +128+7.0% | Added |