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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAM Holding AG | 5,783 | $2.25M | 0.18% | −26−0.4% | Reduced |
| Wambolt & Associates, LLC | 5,801 | $2.26M | 0.87% | −57−1.0% | Reduced |
| S.A. Mason LLC | 5,842 | $2.27M | 1.71% | −55−0.9% | Reduced |
| Sirios Capital Management L P | 5,863 | $2.28M | 0.42% | +5,863 | New |
| Thoroughbred Financial Services, LLC | 5,884 | $2.29M | 0.37% | +615+11.7% | Added |
| NatWest Group plc | 5,932 | $2.31M | 1.31% | −210−3.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,973 | $2.32M | 0.83% | +64+1.1% | Added |
| RiverPark Advisors, LLC | 6,130 | $2.39M | 1.14% | −2,212−26.5% | Reduced |
| Everence Capital Management Inc | 6,130 | $2.39M | 0.21% | +540+9.7% | Added |
| Boston Private Wealth LLC | 6,136 | $2.39M | 0.03% | −425−6.5% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $2.39M | 0.41% | 00.0% | Unchanged |
| Change Path, LLC | 6,185 | $2.41M | 0.13% | +873+16.4% | Added |
| Mitchell Capital Management Co | 6,201 | $2.41M | 0.67% | −1,905−23.5% | Reduced |
| GWM Advisors LLC | 12,524 | $2.42M | 0.07% | −931−6.9% | Reduced |
| Motley Fool Asset Management LLC | 6,219 | $2.42M | 0.27% | −270−4.2% | Reduced |
| Hyman Charles D | 6,266 | $2.44M | 0.17% | 00.0% | Unchanged |
| Legacy Trust | 6,326 | $2.46M | 0.76% | +6,326 | New |
| Cohen Investment Advisors LLC | 6,346 | $2.47M | 2.06% | +39+0.6% | Added |
| Evoke Wealth, LLC | 6,355 | $2.47M | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 6,357 | $2.47M | 0.09% | +44+0.7% | Added |
| First Foundation Advisors | 6,372 | $2.48M | 0.12% | −271−4.1% | Reduced |
| Seeyond | 6,375 | $2.48M | 0.24% | +5,086+394.6% | Added |
| Mirabella Financial Services LLP | 6,412 | $2.50M | 0.22% | +3,098+93.5% | Added |
| Knollwood Investment Advisory, LLC | 6,441 | $2.51M | 0.98% | +6,441 | New |
| Alps Advisors Inc | 6,450 | $2.51M | 0.02% | −795−11.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,522 | $2.54M | 0.04% | −313−4.6% | Reduced |
| Nicholas Investment Partners, LP | 6,523 | $2.54M | 0.22% | −1,603−19.7% | Reduced |
| Madison Wealth Management | 6,653 | $2.59M | 0.59% | +209+3.2% | Added |
| Veritable, L.P. | 6,660 | $2.59M | 0.05% | −42−0.6% | Reduced |
| Carderock Capital Management Inc | 6,768 | $2.63M | 1.09% | +359+5.6% | Added |
| Flputnam Investment Management Co | 6,796 | $2.65M | 0.10% | +6,004+758.1% | Added |
| Silvercrest Asset Management Group LLC | 6,809 | $2.65M | 0.02% | +1,651+32.0% | Added |
| Garda Capital Partners LP | 6,913 | $2.69M | 2.50% | +6,913 | New |
| Beacon Pointe Advisors, LLC | 6,924 | $2.70M | 0.05% | +385+5.9% | Added |
| Gamco Investors, Inc. Et Al | 6,954 | $2.71M | 0.03% | +6,954 | New |
| Intech Investment Management LLC | 6,959 | $2.71M | 0.02% | −4,361−38.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,046 | $2.74M | 0.51% | +1,356+23.8% | Added |
| Sendero Wealth Management, LLC | 7,051 | $2.74M | 0.98% | +2,292+48.2% | Added |
| Stratos Wealth Partners, LTD. | 7,131 | $2.78M | 0.07% | −274−3.7% | Reduced |
| TownSquare Capital, LLC | 7,177 | $2.79M | 0.07% | +1,133+18.7% | Added |
| Empirical Finance, LLC | 7,292 | $2.84M | 0.29% | +630+9.5% | Added |
| Covenant Asset Management, LLC | 7,315 | $2.85M | 1.02% | +19+0.3% | Added |
| JB Capital LLC | 7,325 | $2.85M | 0.28% | +722+10.9% | Added |
| Parallel Advisors, LLC | 7,341 | $2.86M | 0.12% | −308−4.0% | Reduced |
| Canada Pension Plan Investment Board | 7,343 | $2.86M | 0.01% | −7,300−49.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,350 | $2.86M | 0.84% | +2,230+43.6% | Added |
| City Holding Co | 7,358 | $2.86M | 0.53% | −111−1.5% | Reduced |
| Ocean Capital Management, LLC | 7,537 | $2.93M | 1.69% | −58−0.8% | Reduced |
| Sargent Bickham Lagudis LLC | 7,570 | $2.95M | 0.24% | −1,124−12.9% | Reduced |
| Canal Capital Management, LLC | 7,579 | $2.95M | 0.72% | +194+2.6% | Added |
| Penobscot Investment Management Company, Inc. | 7,580 | $2.95M | 0.52% | −275−3.5% | Reduced |
| First Nebraska Trust Co | 7,606 | $2.96M | 0.39% | +1,615+27.0% | Added |
| Ossiam | 7,626 | $2.97M | 0.08% | −9,005−54.1% | Reduced |
| NewEdge Wealth, LLC | 7,695 | $3.00M | 0.13% | +376+5.1% | Added |
| Chesley Taft & Associates LLC | 7,785 | $3.03M | 0.21% | +345+4.6% | Added |
| National Asset Management, Inc. | 7,809 | $3.04M | 0.09% | −1,176−13.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,893 | $3.07M | 0.76% | +7,893 | New |
| Keeler Thomas Management LLC | 7,937 | $3.09M | 1.56% | −380−4.6% | Reduced |
| Gillson Capital LP | 7,942 | $3.09M | 0.23% | +7,942 | New |
| Tower Research Capital LLC (TRC) | 8,139 | $3.17M | 0.13% | −64,429−88.8% | Reduced |
| Papp L Roy & Associates | 8,170 | $3.18M | 0.45% | −95−1.1% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $3.19M | 1.88% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,285 | $3.23M | 0.24% | −60−0.7% | Reduced |
| Synovus Financial Corp | 8,422 | $3.28M | 0.04% | +290+3.6% | Added |
| Parsons Capital Management Inc | 8,454 | $3.29M | 0.28% | −163−1.9% | Reduced |
| Credit Agricole S A | 8,517 | $3.31M | 0.12% | −4,765−35.9% | Reduced |
| First Citizens Bank & Trust Co | 8,599 | $3.35M | 0.10% | +145+1.7% | Added |
| Watchman Group, Inc. | 8,607 | $3.35M | 1.85% | +199+2.4% | Added |
| Duncker Streett & Co Inc | 8,659 | $3.37M | 0.81% | +1,000+13.1% | Added |
| Karani Asset Management LLC | 8,668 | $3.37M | 3.93% | −40−0.5% | Reduced |
| Bank of Hawaii | 8,673 | $3.38M | 0.21% | −379−4.2% | Reduced |
| Fiera Capital Corp | 8,696 | $3.38M | 0.01% | −92−1.0% | Reduced |
| Impax Asset Management Group plc | 8,765 | $3.41M | 0.02% | −1,979−18.4% | Reduced |
| Harbour Capital Advisors, LLC | 8,748 | $3.42M | 1.15% | −213−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,834 | $3.44M | 0.09% | −1,643−15.7% | Reduced |
| Boston Financial Mangement LLC | 8,860 | $3.45M | 0.14% | +1,046+13.4% | Added |
| Raymond James Trust N.A. | 8,902 | $3.46M | 0.12% | −1,308−12.8% | Reduced |
| TD Waterhouse Canada Inc. | 7,524 | $3.47M | 0.04% | −1,982−20.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,971 | $3.49M | 0.22% | −123−1.4% | Reduced |
| Beacon Investment Advisors LLC | 9,023 | $3.51M | 2.93% | +9,023 | New |
| Legal Advantage Investments, Inc. | 9,102 | $3.54M | 2.91% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 9,111 | $3.55M | 0.51% | +9,111 | New |
| Bouvel Investment Partners, LLC | 9,144 | $3.56M | 2.30% | −32−0.3% | Reduced |
| Power Corp of Canada | 9,170 | $3.57M | 0.64% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 9,197 | $3.58M | 0.02% | −31,690−77.5% | Reduced |
| Mastrapasqua Asset Management Inc | 9,222 | $3.59M | 0.47% | −49−0.5% | Reduced |
| Massmutual Trust Co FSB | 9,233 | $3.59M | 0.15% | +1,456+18.7% | Added |
| Broadleaf Partners, LLC | 9,309 | $3.62M | 1.43% | −5,143−35.6% | Reduced |
| NWK Group, Inc. | 9,343 | $3.64M | 2.68% | +55+0.6% | Added |
| Cetera Investment Advisers | 9,346 | $3.64M | 0.03% | +6,402+217.5% | Added |
| Capula Management Ltd | 9,400 | $3.66M | 0.38% | +6,026+178.6% | Added |
| Boston Trust Walden Corp | 9,402 | $3.66M | 0.03% | −3,541−27.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,510 | $3.70M | 2.70% | −285−2.9% | Reduced |
| HBW Advisory Services LLC | 9,518 | $3.71M | 0.99% | +71+0.8% | Added |
| Central Trust Co | 9,564 | $3.72M | 0.11% | −79−0.8% | Reduced |
| Dock Street Asset Management Inc | 9,702 | $3.78M | 0.87% | +652+7.2% | Added |
| Simplex Trading, LLC | 9,835 | $3.83M | 0.18% | −13,460−57.8% | Reduced |
| Wetherby Asset Management Inc | 9,891 | $3.85M | 0.25% | −194−1.9% | Reduced |
| Tudor Investment Corp Et Al | 9,898 | $3.85M | 0.09% | −13,372−57.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,413 | $3.86M | 0.15% | −353−3.6% | Reduced |