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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
Zullo Investment Group, Inc.60$23.4K0.01%+6+11.1%Added
Moisand Fitzgerald Tamayo, LLC60$23.4K0.01%+23+62.2%Added
Romano Brothers and Company60$23.4K0.00%+60New
Red Tortoise LLC61$23.7K0.02%+61New
Atwood & Palmer Inc65$25.3K0.00%00.0%Unchanged
Barrett & Company, Inc.65$25.3K0.02%00.0%Unchanged
Abound Wealth Management70$27.3K0.01%−23−24.7%Reduced
Kistler-Tiffany Companies, LLC75$29.2K0.01%+55+275.0%Added
Core Alternative Capital76$29.6K0.00%−63−45.3%Reduced
Princeton Global Asset Management LLC80$31.0K0.01%00.0%Unchanged
First Financial Corp86$33.5K0.02%+37+75.5%Added
Freedom Wealth Alliance, LLC87$33.9K0.05%+87New
Laurel Wealth Advisors LLC89$34.6K0.01%00.0%Unchanged
St Germain D J Co Inc89$34.6K0.01%+89New
Toth Financial Advisory Corp89$34.8K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC92$35.8K0.01%+88+2,200.0%Added
Cornerstone Planning Group LLC99$37.5K0.02%+99New
West Paces Advisors Inc.100$38.9K0.01%00.0%Unchanged
DecisionPoint Financial, LLC100$38.9K0.02%+100New
Addison Advisors LLC106$41.3K0.02%00.0%Unchanged
Piscataqua Savings Bank107$41.6K0.04%00.0%Unchanged
MinichMacGregor Wealth Management, LLC109$42.4K0.02%+109New
Arlington Partners LLC110$42.8K0.01%00.0%Unchanged
SkyView Investment Advisors, LLC113$44.0K0.01%+5+4.6%Added
Center for Financial Planning, Inc.115$44.8K0.01%00.0%Unchanged
First Manhattan Co115$44.8K0.00%00.0%Unchanged
Valley National Advisers Inc114$45.0K0.01%00.0%Unchanged
Norway Savings Bank116$45.1K0.02%00.0%Unchanged
Elequin Capital LP120$46.7K0.01%+120New
SOA Wealth Advisors, LLC.125$48.7K0.01%−2−1.6%Reduced
Global Financial Private Client, LLC129$50.2K0.03%00.0%Unchanged
Edge Capital Group, LLC130$50.5K0.00%+35+36.8%Added
Grey Fox Wealth Advisors, LLC135$52.5K0.03%+135New
Highline Wealth Partners LLC137$53.4K0.04%00.0%Unchanged
Eagle Bay Advisors LLC142$55.2K0.03%+4+2.9%Added
One River Asset Management, LLC143$55.9K0.04%+143New
Farmers & Merchants Trust Co of Chambersburg PA150$58.0K0.04%00.0%Unchanged
Fiduciary Alliance LLC152$59.2K0.02%+152New
Washington Trust Co152$59.2K0.00%+30+24.6%Added
Bell Investment Advisors, Inc155$60.3K0.02%−30−16.2%Reduced
Lumature Wealth Partners, LLC155$60.3K0.03%−15−8.8%Reduced
United Community Bank155$60.3K0.06%+75+93.8%Added
Cedar Wealth Management, LLC156$60.7K0.03%−33−17.5%Reduced
Hillsdale Investment Management Inc.161$62.7K0.01%00.0%Unchanged
Atlas Capital Advisors LLC176$68.5K0.01%00.0%Unchanged
Financial Management Professionals, Inc.176$69.0K0.01%−17−8.8%Reduced
Farmers & Merchants Investments Inc185$72.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC188$73.2K0.01%+1+0.5%Added
Birch Capital Management, LLC197$76.7K0.05%00.0%Unchanged
Versant Capital Management, Inc198$77.1K0.03%+1+0.5%Added
AM Squared Ltd200$77.8K0.05%+200New
Harbor Capital Advisors, Inc.202$78.6K0.08%+11+5.8%Added
Salem Investment Counselors Inc203$79.0K0.00%+23+12.8%Added
Resurgent Financial Advisors LLC203$79.0K0.04%+203New
Jackson, Grant Investment Advisers, Inc.205$79.8K0.04%00.0%Unchanged
Cambridge Trust Co213$82.0K0.00%−4−1.8%Reduced
Virtus Investment Advisers, Inc.212$82.5K0.06%00.0%Unchanged
Catalyst Capital Advisors LLC219$85.2K0.00%−6−2.7%Reduced
C M Bidwell & Associates Ltd222$86.4K0.07%00.0%Unchanged
Delta Asset Management LLC228$88.7K0.01%+228New
Jones Financial Companies LLLP231$90.0K0.00%+9+4.1%Added
Oliver Lagore Vanvalin Investment Group239$93.0K0.05%+14+6.2%Added
DT Investment Partners, LLC246$95.7K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.247$96.1K0.04%+19+8.3%Added
Washington Trust Advisors, Inc.255$99.3K0.01%−456−64.1%Reduced
Hexagon Capital Partners LLC256$99.6K0.03%−13−4.8%Reduced
Harel Insurance Investments & Financial Services Ltd.257$100.0K0.00%−21−7.6%Reduced
Accurate Wealth Management, LLC266$103.4K0.04%+266New
BerganKDV Wealth Management, LLC274$106.7K0.01%+2+0.7%Added
Brown, Lisle/Cummings, Inc.275$107.0K0.06%00.0%Unchanged
Money Concepts Capital Corp280$109.0K0.00%+96+52.2%Added
Western Pacific Wealth Management, LP284$110.5K0.09%+106+59.6%Added
Pinnacle Bancorp, Inc.285$111.0K0.04%00.0%Unchanged
Vigilant Capital Management, LLC288$112.0K0.01%−9−3.0%Reduced
Atticus Wealth Management, LLC295$114.8K0.05%−100−25.3%Reduced
Mizuho Securities Co. Ltd.300$116.8K0.32%+285+1,900.0%Added
Centennial Bank300$116.8K0.07%+300New
KB Financial Partners, LLC301$117.0K0.04%00.0%Unchanged
Riverview Trust Co313$122.0K0.12%−533−63.0%Reduced
Harbour Investments, Inc.317$123.6K0.01%+67+26.8%Added
Islay Capital Management, LLC325$126.5K0.15%00.0%Unchanged
Farther Finance Advisors, LLC328$127.7K0.05%+328New
Carolinas Wealth Consulting LLC339$132.1K0.03%+6+1.8%Added
Deseret Mutual Benefit Administrators340$132.3K0.05%−575−62.8%Reduced
Sound Income Strategies, LLC346$134.7K0.02%+335+3,045.5%Added
Newbridge Financial Services Group, Inc.348$135.4K0.08%+336+2,800.0%Added
Covestor Ltd353$138.0K0.11%−91−20.5%Reduced
ICA Group Wealth Management, LLC362$146.1K0.03%+362New
Seldon Capital LP378$147.1K0.13%00.0%Unchanged
CoreCap Advisors, LLC391$152.2K0.01%+391New
CVA Family Office, LLC393$153.0K0.04%−223−36.2%Reduced
Trustcore Financial Services, LLC399$155.3K0.01%00.0%Unchanged
Fortis Advisors, LLC400$155.7K0.12%00.0%Unchanged
Concord Wealth Partners401$155.9K0.05%−201−33.4%Reduced
Park Place Capital Corp416$162.0K0.05%+416New
Advanced Asset Management Advisors Inc425$165.4K0.04%+425New
Manchester Capital Management LLC435$169.3K0.02%+302+227.1%Added
Baker Avenue Asset Management, LP443$172.4K0.01%+443New
FinTrust Capital Advisors, LLC445$173.2K0.04%−65−12.7%Reduced
McClarren Financial Advisors, Inc.449$175.0K0.17%−1−0.2%Reduced