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 |
|---|---|---|---|---|---|
| Premier Fund Managers Ltd | 16,817 | $6.57M | 0.26% | +16,297+3,134.0% | Added |
| Glenmede Trust Co NA | 17,040 | $6.63M | 0.04% | +980+6.1% | Added |
| Picton Mahoney Asset Management | 17,099 | $6.66M | 0.34% | +5,314+45.1% | Added |
| Cullinan Associates Inc | 17,104 | $6.66M | 0.37% | −10.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,186 | $6.69M | 0.38% | +2,196+14.6% | Added |
| McKinley Capital Management LLC /Delaware | 17,206 | $6.70M | 0.90% | −1,357−7.3% | Reduced |
| Insight Holdings Group, LLC | 17,300 | $6.73M | 0.14% | +17,300 | New |
| McKinley Carter Wealth Services, Inc. | 17,573 | $6.84M | 0.58% | +61+0.3% | Added |
| National Bank of Canada | 17,725 | $6.90M | 0.02% | −76,635−81.2% | Reduced |
| Prudential PLC | 17,729 | $6.90M | 0.09% | +6,020+51.4% | Added |
| Peapack Gladstone Financial Corp | 17,790 | $6.92M | 0.14% | −162−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,884 | $6.96M | 0.13% | +3,328+22.9% | Added |
| Summit Global Investments | 17,919 | $6.97M | 0.59% | −23−0.1% | Reduced |
| Amica Mutual Insurance Co | 17,938 | $6.98M | 0.88% | +3,862+27.4% | Added |
| TD Private Client Wealth LLC | 18,163 | $7.07M | 0.33% | −378−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,245 | $7.10M | 0.01% | +336+1.9% | Added |
| Copeland Capital Management, LLC | 18,473 | $7.19M | 0.19% | −1,070−5.5% | Reduced |
| Financial Counselors Inc | 18,482 | $7.19M | 0.16% | +1,730+10.3% | Added |
| Madison Asset Management, LLC | 18,525 | $7.21M | 0.11% | −167−0.9% | Reduced |
| First Horizon Advisors, Inc. | 18,714 | $7.28M | 0.27% | +2,033+12.2% | Added |
| Cetera Advisor Networks LLC | 18,755 | $7.30M | 0.06% | +13,682+269.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 18,930 | $7.37M | 0.90% | −776−3.9% | Reduced |
| Headinvest, LLC | 18,939 | $7.37M | 1.65% | −893−4.5% | Reduced |
| Citizens Financial Group Inc | 18,985 | $7.39M | 0.29% | −417−2.1% | Reduced |
| Bluegrass Capital Partners LP | 19,000 | $7.40M | 9.20% | −5,000−20.8% | Reduced |
| First Long Island Investors, LLC | 19,100 | $7.43M | 0.78% | 00.0% | Unchanged |
| Gabelli Funds LLC | 19,153 | $7.45M | 0.06% | +19,153 | New |
| Sara-Bay Financial | 19,252 | $7.49M | 4.22% | −54−0.3% | Reduced |
| Sycomore Asset Management | 19,532 | $7.51M | 2.07% | +4,780+32.4% | Added |
| GHP Investment Advisors, Inc. | 19,497 | $7.59M | 0.51% | +141+0.7% | Added |
| Tocqueville Asset Management L.P. | 19,501 | $7.59M | 0.14% | −1,359−6.5% | Reduced |
| Central Bank & Trust Co | 19,714 | $7.67M | 1.45% | −30.0% | Reduced |
| Commerce Bank | 19,742 | $7.68M | 0.06% | −8,543−30.2% | Reduced |
| XXEC, Inc. | 19,925 | $7.75M | 6.22% | +12+0.1% | Added |
| Thematics Asset Management | 19,948 | $7.76M | 0.47% | +19,948 | New |
| Arcadia Investment Management Corp | 20,151 | $7.84M | 1.83% | −1,077−5.1% | Reduced |
| Anderson Hoagland & Co | 20,797 | $7.87M | 1.15% | +126+0.6% | Added |
| Hartford Investment Management Co | 20,362 | $7.92M | 0.24% | −6,432−24.0% | Reduced |
| Van Eck Associates Corp | 20,520 | $7.99M | 0.02% | −31,481−60.5% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $8.02M | 0.40% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20,602 | $8.02M | 0.04% | +1,354+7.0% | Added |
| Tenere Capital LLC | 20,613 | $8.02M | 3.55% | −8,003−28.0% | Reduced |
| Bessemer Group Inc | 20,699 | $8.06M | 0.02% | +3,949+23.6% | Added |
| Elo Mutual Pension Insurance Co | 20,739 | $8.07M | 0.28% | +613+3.0% | Added |
| ClariVest Asset Management LLC | 20,776 | $8.09M | 0.39% | −404−1.9% | Reduced |
| Sheets Smith Wealth Management | 20,997 | $8.17M | 1.28% | +150+0.7% | Added |
| Cornerstone Advisors, LLC | 21,000 | $8.17M | 0.40% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 21,445 | $8.35M | 0.18% | +21,445 | New |
| Maryland State Retirement & Pension System | 21,688 | $8.44M | 0.25% | +21,688 | New |
| Manchester Global Management (UK) Ltd | 21,700 | $8.45M | 3.42% | +21,700 | New |
| Oregon Public Employees Retirement Fund | 21,752 | $8.47M | 0.11% | −22,095−50.4% | Reduced |
| Advisory Research Inc | 22,037 | $8.58M | 0.81% | −16,504−42.8% | Reduced |
| Kentucky Retirement Systems | 22,177 | $8.63M | 0.34% | +97+0.4% | Added |
| Autus Asset Management, LLC | 22,196 | $8.64M | 1.55% | −803−3.5% | Reduced |
| Norinchukin Bank, The | 22,258 | $8.66M | 0.19% | −5,471−19.7% | Reduced |
| Coronation Fund Managers Ltd. | 22,392 | $8.72M | 0.24% | +22,392 | New |
| Industrial Alliance Investment Management Inc. | 22,622 | $8.80M | 0.24% | −13,279−37.0% | Reduced |
| Liberty Capital Management, Inc. | 22,861 | $8.90M | 3.09% | −106−0.5% | Reduced |
| Patten & Patten Inc | 23,224 | $9.04M | 0.82% | −716−3.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 23,239 | $9.05M | 0.34% | −887−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,426 | $9.12M | 0.03% | +4,055+20.9% | Added |
| Securian Asset Management, Inc | 23,525 | $9.16M | 0.26% | −521−2.2% | Reduced |
| LGT Group Foundation | 23,547 | $9.16M | 0.29% | +11,957+103.2% | Added |
| HFR Wealth Management, LLC | 23,828 | $9.27M | 2.69% | −58−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 23,902 | $9.30M | 0.15% | +1,325+5.9% | Added |
| Alley Investment Management Company, LLC | 24,406 | $9.50M | 1.63% | −424−1.7% | Reduced |
| Janney Montgomery Scott LLC | 24,654 | $9.60M | 0.04% | +2,877+13.2% | Added |
| Congress Wealth Management LLC | 24,748 | $9.63M | 0.25% | −638−2.5% | Reduced |
| Northstar Asset Management Inc | 25,408 | $9.89M | 3.30% | +1,257+5.2% | Added |
| ThornTree Capital Partners LP | 25,476 | $9.92M | 3.26% | +25,476 | New |
| MML Investors Services, LLC | 25,490 | $9.92M | 0.07% | +783+3.2% | Added |
| YHB Investment Advisors, Inc. | 25,780 | $10.0M | 1.07% | −131−0.5% | Reduced |
| 2Xideas AG | 25,876 | $10.1M | 1.07% | +2,327+9.9% | Added |
| Middleton & Co Inc | 25,949 | $10.1M | 1.50% | −656−2.5% | Reduced |
| Thrivent Financial for Lutherans | 25,982 | $10.1M | 0.03% | −336−1.3% | Reduced |
| Bryn Mawr Trust Co | 26,102 | $10.2M | 0.46% | −365−1.4% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 26,746 | $10.4M | 3.16% | +26,746 | New |
| Teachers Retirement System of the State of Kentucky | 26,868 | $10.5M | 0.11% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 26,930 | $10.5M | 1.21% | +556+2.1% | Added |
| Laurion Capital Management LP | 27,446 | $10.7M | 0.30% | +7,851+40.1% | Added |
| Cary Street Partner Investment Advisory LLC | 27,468 | $10.7M | 0.79% | −484−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,531 | $10.7M | 0.02% | +2,333+9.3% | Added |
| Assetmark, Inc | 27,574 | $10.7M | 0.05% | +2,911+11.8% | Added |
| L & S Advisors Inc | 27,775 | $10.8M | 2.00% | +2,307+9.1% | Added |
| Aquatic Capital Management LLC | 27,800 | $10.8M | 0.79% | −3,700−11.7% | Reduced |
| North Fourth Asset Management, LP | 28,000 | $10.9M | 5.03% | +28,000 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 28,975 | $11.3M | 0.10% | −1,813−5.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 29,134 | $11.3M | 1.20% | −858−2.9% | Reduced |
| NFJ Investment Group, LLC | 29,700 | $11.6M | 0.30% | −1,180−3.8% | Reduced |
| Harvest Portfolios Group Inc. | 29,987 | $11.7M | 0.67% | +29,987 | New |
| Rheos Capital Works Inc. | 30,000 | $11.7M | 0.70% | +5,900+24.5% | Added |
| Swiss Life Asset Management Ltd | 30,334 | $11.8M | 0.20% | −3,492−10.3% | Reduced |
| Talbot Financial, LLC | 30,462 | $11.9M | 2.44% | +30,462 | New |
| Susquehanna Fundamental Investments, LLC | 30,489 | $11.9M | 0.20% | −44,059−59.1% | Reduced |
| M&G Investment Management Ltd | 30,719 | $11.9M | 0.09% | +3,897+14.5% | Added |
| Zacks Investment Management | 30,809 | $12.0M | 0.17% | −17,927−36.8% | Reduced |
| Forte Capital LLC | 31,428 | $12.2M | 2.10% | −424−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,475 | $12.3M | 0.25% | +1,408+4.7% | Added |
| Zevenbergen Capital Investments LLC | 31,536 | $12.3M | 0.41% | +505+1.6% | Added |
| Capstone Investment Advisors, LLC | 31,544 | $12.3M | 0.32% | −12,293−28.0% | Reduced |