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 |
|---|---|---|---|---|---|
| Kenfarb & Co. | 9,977 | $3.88M | 3.44% | −300−2.9% | Reduced |
| Biltmore Family Office, LLC | 10,003 | $3.89M | 0.80% | +783+8.5% | Added |
| AXS Investments LLC | 10,099 | $3.93M | 1.40% | −819−7.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,109 | $3.94M | 0.34% | 00.0% | Unchanged |
| Greenleaf Trust | 10,155 | $3.95M | 0.05% | −192−1.9% | Reduced |
| Freemont Management S.A. | 10,200 | $3.97M | 0.63% | 00.0% | Unchanged |
| Allstate Corp | 10,216 | $3.98M | 0.12% | −127−1.2% | Reduced |
| Allstate Investment Management Co | 10,216 | $3.98M | 0.12% | +10,216 | New |
| Pathstone Family Office, LLC | 13,638 | $4.01M | 0.08% | +5,096+59.7% | Added |
| United Services Automobile Association | 10,330 | $4.02M | 0.09% | −514−4.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,502 | $4.09M | 0.34% | −180−1.7% | Reduced |
| Metis Global Partners, LLC | 10,520 | $4.09M | 0.36% | +3,317+46.1% | Added |
| Bamco Inc | 10,616 | $4.13M | 0.01% | +1,740+19.6% | Added |
| Logan Capital Management Inc | 10,788 | $4.20M | 0.22% | −326−2.9% | Reduced |
| Redmond Asset Management, LLC | 10,822 | $4.21M | 1.51% | −263−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,858 | $4.23M | 0.07% | −2,054−15.9% | Reduced |
| Two Point Capital Management, Inc. | 10,862 | $4.23M | 2.73% | +10,862 | New |
| Pragma Gestao de Patrimonio Ltd | 11,000 | $4.28M | 2.96% | +11,000 | New |
| Andar Capital Management HK Ltd | 11,000 | $4.28M | 20.99% | +11,000 | New |
| HM Payson & Co | 11,093 | $4.32M | 0.11% | −36−0.3% | Reduced |
| Lindbrook Capital, LLC | 11,116 | $4.33M | 0.53% | +9,617+641.6% | Added |
| Kinneret Advisory, LLC | 11,142 | $4.34M | 0.57% | +1,588+16.6% | Added |
| Jacobs & Co | 11,181 | $4.35M | 0.57% | +1,207+12.1% | Added |
| CWA Asset Management Group, LLC | 11,184 | $4.35M | 0.35% | +11,184 | New |
| Siemens Fonds Invest GmbH | 11,225 | $4.37M | 0.44% | −447−3.8% | Reduced |
| Trust Co of Virginia | 11,244 | $4.38M | 0.50% | −263−2.3% | Reduced |
| Alyeska Investment Group, L.P. | 11,261 | $4.38M | 0.05% | +11,261 | New |
| E. Ohman J:or Asset Management AB | 11,484 | $4.47M | 0.20% | −300−2.5% | Reduced |
| M. Kulyk & Associates, LLC | 11,615 | $4.52M | 1.51% | +305+2.7% | Added |
| Exencial Wealth Advisors, LLC | 11,620 | $4.52M | 0.25% | −11,167−49.0% | Reduced |
| First Hawaiian Bank | 11,633 | $4.53M | 0.16% | +1,892+19.4% | Added |
| Nordwand Advisors, LLC | 19,914 | $4.53M | 0.57% | +19,914 | New |
| Cypress Capital Group | 11,686 | $4.55M | 0.69% | −1,030−8.1% | Reduced |
| Advisory Services Network, LLC | 11,725 | $4.56M | 0.14% | −522−4.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,745 | $4.57M | 0.22% | +696+6.3% | Added |
| Harvest Volatility Management LLC | 11,867 | $4.62M | 0.93% | −3,106−20.7% | Reduced |
| Conning Inc. | 12,004 | $4.67M | 0.15% | −2,400−16.7% | Reduced |
| Assenagon Asset Management S.A. | 12,099 | $4.71M | 0.02% | +470+4.0% | Added |
| Resonate Capital, LLC | 12,104 | $4.71M | 7.69% | −1,324−9.9% | Reduced |
| BTC Capital Management, Inc. | 12,116 | $4.72M | 0.57% | +168+1.4% | Added |
| Marietta Wealth Management, LLC | 12,245 | $4.77M | 1.08% | +2,513+25.8% | Added |
| Guinness Atkinson Asset Management Inc | 12,382 | $4.82M | 3.03% | −621−4.8% | Reduced |
| Account Management LLC | 12,584 | $4.90M | 7.01% | −2,685−17.6% | Reduced |
| HighTower Trust Services, LTA | 13,068 | $4.92M | 0.48% | −387−2.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 12,783 | $4.98M | 0.21% | −6,014−32.0% | Reduced |
| Essex Investment Management Co LLC | 12,795 | $4.98M | 0.78% | −488−3.7% | Reduced |
| Kestra Advisory Services, LLC | 12,954 | $5.04M | 0.04% | +2,336+22.0% | Added |
| Oak Ridge Investments LLC | 13,097 | $5.10M | 0.76% | −152−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 13,126 | $5.11M | 0.07% | −2,431−15.6% | Reduced |
| First Western Trust Bank | 13,208 | $5.14M | 0.30% | −183−1.4% | Reduced |
| Achmea Investment Management B.V. | 14,176 | $5.17M | 0.17% | +160+1.1% | Added |
| Boothbay Fund Management, LLC | 13,403 | $5.22M | 0.18% | +5,052+60.5% | Added |
| American National Bank | 13,442 | $5.23M | 1.07% | +1,619+13.7% | Added |
| Cyrus J. Lawrence, LLC | 13,451 | $5.24M | 1.56% | −1,264−8.6% | Reduced |
| New Mexico Educational Retirement Board | 13,478 | $5.25M | 0.28% | −1,000−6.9% | Reduced |
| Eagle Capital Management, LLC | 13,477 | $5.25M | 3.85% | −375−2.7% | Reduced |
| Kingfisher Capital LLC | 13,639 | $5.31M | 1.41% | +1,153+9.2% | Added |
| Stephens Inc | 13,643 | $5.31M | 0.11% | +4,516+49.5% | Added |
| Fulcrum Capital LLC | 13,737 | $5.35M | 1.55% | +874+6.8% | Added |
| Bailard, Inc. | 13,776 | $5.36M | 0.20% | −313−2.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,902 | $5.41M | 0.46% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,906 | $5.41M | 0.21% | +378+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,917 | $5.42M | 0.03% | −1,400−9.1% | Reduced |
| LMCG Investments, LLC | 13,985 | $5.44M | 0.38% | +944+7.2% | Added |
| JustInvest LLC | 14,072 | $5.48M | 0.23% | −3,235−18.7% | Reduced |
| Meeder Asset Management Inc | 14,135 | $5.50M | 0.48% | −5,584−28.3% | Reduced |
| Montag A & Associates Inc | 14,153 | $5.51M | 0.37% | −218−1.5% | Reduced |
| Banque Cantonale Vaudoise | 14,190 | $5.52M | 0.29% | −213−1.5% | Reduced |
| SYSTM Wealth Solutions LLC | 14,206 | $5.53M | 0.69% | +14,206 | New |
| AE Wealth Management LLC | 14,372 | $5.59M | 0.04% | +427+3.1% | Added |
| CIBC Private Wealth Group, LLC | 93,837 | $5.64M | 0.02% | −93,165−49.8% | Reduced |
| Oppenheimer & Co Inc | 14,604 | $5.68M | 0.13% | +3,052+26.4% | Added |
| Donaldson Capital Management, LLC | 14,614 | $5.69M | 0.28% | +261+1.8% | Added |
| Cumberland Partners Ltd | 14,638 | $5.70M | 0.60% | −17,512−54.5% | Reduced |
| American Money Management, LLC | 14,685 | $5.72M | 1.63% | +1,366+10.3% | Added |
| Ethic Inc. | 14,918 | $5.81M | 0.31% | −2,837−16.0% | Reduced |
| Chartwell Investment Partners, LLC | 15,090 | $5.87M | 0.23% | −33−0.2% | Reduced |
| Stonebridge Capital Management Inc | 15,098 | $5.88M | 2.81% | −112−0.7% | Reduced |
| Elk River Wealth Management, LLC | 15,159 | $5.90M | 1.43% | −42−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 15,162 | $5.90M | 0.15% | +1,721+12.8% | Added |
| Ieq Capital, LLC | 15,278 | $5.95M | 0.17% | −1,969−11.4% | Reduced |
| Unio Capital LLC | 15,308 | $5.96M | 3.31% | +581+3.9% | Added |
| Advisor Partners II, LLC | 15,316 | $5.96M | 0.37% | +2,376+18.4% | Added |
| Sawgrass Asset Management LLC | 15,443 | $6.01M | 0.82% | +15,443 | New |
| Steel Peak Wealth Management LLC | 15,525 | $6.04M | 0.44% | −1,605−9.4% | Reduced |
| Profund Advisors LLC | 15,634 | $6.09M | 0.39% | −761−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 15,655 | $6.09M | 0.14% | −7,968−33.7% | Reduced |
| Pitcairn Co | 15,842 | $6.17M | 0.61% | −67−0.4% | Reduced |
| Advent International Corp | 15,850 | $6.17M | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 15,953 | $6.21M | 0.28% | −245−1.5% | Reduced |
| Carmignac Gestion | 15,997 | $6.23M | 0.11% | +2,575+19.2% | Added |
| Ferguson Wellman Capital Management, Inc | 16,186 | $6.30M | 0.16% | +800+5.2% | Added |
| Hantz Financial Services, Inc. | 16,215 | $6.31M | 0.19% | +1,293+8.7% | Added |
| Crossmark Global Holdings, Inc. | 16,248 | $6.32M | 0.16% | +1,558+10.6% | Added |
| Calamos Wealth Management LLC | 16,266 | $6.33M | 0.49% | +14,929+1,116.6% | Added |
| Huntington National Bank | 16,385 | $6.38M | 0.07% | −911−5.3% | Reduced |
| Trust Co of Vermont | 16,401 | $6.38M | 0.47% | +469+2.9% | Added |
| Addenda Capital Inc. | 16,515 | $6.43M | 0.28% | −365−2.2% | Reduced |
| Motco | 16,697 | $6.50M | 0.48% | +241+1.5% | Added |
| Atria Investments LLC | 16,761 | $6.52M | 0.13% | −1,163−6.5% | Reduced |