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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, Q4 2022

Institutional positions in Intuit Inc. as of Dec 31, 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
1,560
+79 vs. Q3 2022
Shares held
233.5M
−1.26M (−0.5%) vs. Q3 2022
Total value
$90.8B
−$168.5M (−0.2%) vs. Q3 2022
New holders
179
554 more added
Sold out
100
599 more reduced

30 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,560 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2022: $90.8B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2022.

Institutions holding INTU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Carmichael Hill & Associates, Inc.1$3890.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$3890.00%00.0%Unchanged
Gradient Investments LLC2$7780.00%−6−75.0%Reduced
WestEnd Advisors, LLC2$7780.00%00.0%Unchanged
AllSquare Wealth Management LLC2$7780.00%00.0%Unchanged
True Wealth Design, LLC2$7780.00%+2New
PEAK6 Investments LLC2$7800.00%−16,429−100.0%Reduced
Burleson & Company, LLC2$7920.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1.17K0.00%00.0%Unchanged
Macroview Investment Management LLC3$1.17K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc3$1.17K0.00%+3New
Castleview Partners, LLC4$1.56K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC4$1.56K0.00%+4New
Ritter Daniher Financial Advisory LLC4$1.56K0.00%+4New
Dakota Community Bank & Trust NA5$2.00K0.01%00.0%Unchanged
TFC Financial Management6$2.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$2.33K0.00%+3+100.0%Added
Archer Investment Corp7$2.73K0.00%−95−93.1%Reduced
GoalVest Advisory LLC7$2.73K0.00%−14−66.7%Reduced
Sofos Investments, Inc.980$2.79K0.03%−2,712−73.5%Reduced
PFG Private Wealth Management, LLC7$3.00K0.00%−6−46.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.11K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$3.11K0.00%00.0%Unchanged
Disciplined Investments, LLC9$3.50K0.00%+1+12.5%Added
Trifecta Capital Advisors, LLC9$3.50K0.00%+9New
Thomas White International Ltd10$3.89K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$3.89K0.00%00.0%Unchanged
Kelly Financial Services LLC10$3.89K0.00%00.0%Unchanged
Schubert & Co10$3.89K0.00%+2+25.0%Added
My Personal CFO, LLC10$3.89K0.00%+10New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$4.00K0.04%−20−66.7%Reduced
Retirement Financial Solutions, LLC11$4.28K0.00%+11New
Corrado Advisors, LLC11$4.45K0.00%+11New
BDO Wealth Advisors, LLC12$4.67K0.00%−26−68.4%Reduced
Emfo, LLC12$4.67K0.00%00.0%Unchanged
TSFG, LLC12$5.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$5.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC13$5.06K0.00%−18−58.1%Reduced
HighMark Wealth Management LLC13$5.06K0.00%00.0%Unchanged
MCF Advisors LLC13$5.06K0.00%+3+30.0%Added
Colonial Trust Advisors14$5.45K0.00%+1+7.7%Added
Tradewinds Capital Management, LLC14$5.45K0.00%+14New
Old North State Trust, LLC16$6.00K0.00%00.0%Unchanged
Capital Analysts, LLC16$6.00K0.00%+8+100.0%Added
Creative Financial Designs Inc16$6.23K0.00%00.0%Unchanged
PayPay Securities Corp16$6.23K0.42%+16New
Coastal Capital Group, Inc.17$6.58K0.00%00.0%Unchanged
Tortoise Investment Management, LLC17$6.62K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$6.62K0.00%00.0%Unchanged
Lee Financial Co17$6.62K0.00%00.0%Unchanged
Private Ocean, LLC17$6.62K0.00%+9+112.5%Added
Clearview Wealth Advisors LLC17$6.64K0.01%00.0%Unchanged
Wolff Wiese Magana LLC20$7.78K0.01%+5+33.3%Added
SRS Capital Advisors, Inc.20$7.79K0.00%−39−66.1%Reduced
Lakewood Asset Management LLC20$8.00K0.01%+20New
Larson Financial Group LLC21$8.17K0.00%−9−30.0%Reduced
RFP Financial Group LLC21$8.17K0.00%+21New
Rise Advisors, LLC22$8.63K0.01%+4+22.2%Added
Dividend Assets Capital, LLC24$9.00K0.00%00.0%Unchanged
Bollard Group LLC23$9.00K0.00%00.0%Unchanged
Community Bank, N.A.26$10.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC26$10.1K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC26$10.1K0.01%+26New
Stonebridge Capital Advisors LLC26$10.1K0.00%00.0%Unchanged
Aspire Private Capital, LLC27$10.5K0.00%00.0%Unchanged
Red Cedar Capital, LLC29$11.0K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC28$11.0K0.01%00.0%Unchanged
Hollencrest Capital Management29$11.3K0.00%+29New
Madden Securities Corp29$11.3K0.01%+29New
Raleigh Capital Management Inc.29$11.3K0.01%+10+52.6%Added
Pacifica Partners Inc.30$11.5K0.01%+30New
Tucker Asset Management LLC30$11.7K0.00%−25−45.5%Reduced
Front Row Advisors LLC32$12.0K0.01%00.0%Unchanged
HWG Holdings LP33$13.0K0.01%00.0%Unchanged
Bourgeon Capital Management LLC34$13.2K0.00%−12−26.1%Reduced
Sittner & Nelson, LLC34$13.2K0.01%00.0%Unchanged
Tyler-Stone Wealth Management36$14.0K0.01%00.0%Unchanged
Solstein Capital, LLC36$14.0K0.01%−40−52.6%Reduced
Grayhawk Investment Strategies Inc.36$14.0K0.01%00.0%Unchanged
Centiva Capital, LP36$14.0K0.00%+15+71.4%Added
Bogart Wealth, LLC38$14.8K0.00%00.0%Unchanged
Key Financial Inc41$15.9K0.01%00.0%Unchanged
Rock Creek Group, LP43$16.7K0.00%+43New
EWG Elevate Inc.43$16.7K0.01%+43New
Baystate Wealth Management LLC42$17.0K0.00%00.0%Unchanged
Rational Advisors LLC44$17.1K0.00%−4,400−99.0%Reduced
Optimum Investment Advisors44$17.1K0.01%00.0%Unchanged
Sierra Capital LLC46$18.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC45$18.0K0.00%00.0%Unchanged
Close Asset Management Ltd45$18.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management45$18.0K0.00%+6+15.4%Added
Beaird Harris Wealth Management, LLC48$18.7K0.00%+48New
City State Bank50$19.0K0.01%00.0%Unchanged
Pflug Koory, LLC50$19.0K0.01%+27+117.4%Added
Albion Financial Group50$19.5K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$19.5K0.01%+50New
McIlrath & Eck, LLC51$19.9K0.01%00.0%Unchanged
Stephenson National Bank & Trust55$21.0K0.01%00.0%Unchanged
Bangor Savings Bank54$21.0K0.00%00.0%Unchanged
MRP Capital Investments, LLC55$21.4K0.02%+55New