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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 466 | $181.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 470 | $182.9K | 0.03% | +51+12.2% | Added |
| Tandem Wealth Advisors LLC | 479 | $186.4K | 0.12% | +479 | New |
| Johnson Financial Group, Inc. | 489 | $190.3K | 0.02% | +79+19.3% | Added |
| Rosenberg Matthew Hamilton | 490 | $190.8K | 0.06% | +15+3.2% | Added |
| Colonial Trust Co | 512 | $199.3K | 0.05% | −38−6.9% | Reduced |
| Ssi Investment Management LLC | 518 | $201.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 518 | $201.6K | 0.10% | +518 | New |
| Procyon Private Wealth Partners, LLC | 520 | $202.4K | 0.04% | −17−3.2% | Reduced |
| XML Financial, LLC | 520 | $202.4K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 521 | $203.0K | 0.02% | −212−28.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 524 | $204.0K | 0.01% | +524 | New |
| Echo45 Advisors LLC | 526 | $204.7K | 0.18% | −26−4.7% | Reduced |
| Centaurus Financial, Inc. | 531 | $206.0K | 0.02% | +20+3.9% | Added |
| Edmond de Rothschild Holding S.A. | 531 | $206.7K | 0.00% | −55−9.4% | Reduced |
| Alpha Family Trust | 535 | $208.2K | 0.19% | +535 | New |
| High Falls Advisors, Inc | 536 | $208.6K | 0.06% | +1+0.2% | Added |
| Ameritas Advisory Services, LLC | 537 | $208.9K | 0.01% | +4+0.8% | Added |
| RIA Advisory Group LLC | 555 | $209.8K | 0.12% | +555 | New |
| Unique Wealth, LLC | 544 | $211.7K | 0.11% | +544 | New |
| Alera Investment Advisors, LLC | 544 | $211.7K | 0.05% | −66−10.8% | Reduced |
| PFS Investments Inc. | 544 | $212.0K | 0.00% | −42−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 548 | $213.3K | 0.03% | −131−19.3% | Reduced |
| Machina Capital S.A.S. | 551 | $214.5K | 0.40% | −102−15.6% | Reduced |
| Peterson Wealth Management | 553 | $215.2K | 0.22% | +553 | New |
| Capital Advisors, Ltd. LLC | 554 | $216.0K | 0.04% | −514−48.1% | Reduced |
| Bigelow Investment Advisors, LLC | 557 | $216.8K | 0.13% | +7+1.3% | Added |
| Synergy Financial Group, LTD | 558 | $217.2K | 0.43% | −38−6.4% | Reduced |
| Freestone Capital Holdings, LLC | 558 | $217.2K | 0.01% | −15−2.6% | Reduced |
| Gradient Capital Advisors, LLC | 560 | $218.0K | 0.10% | +18+3.3% | Added |
| Momentum Advisors, LLC | 561 | $218.5K | 0.22% | −1−0.2% | Reduced |
| Marcum Wealth, LLC | 566 | $220.3K | 0.03% | +566 | New |
| QCM Cayman, Ltd. | 570 | $221.9K | 3.41% | −126−18.1% | Reduced |
| Vantage Consulting Group Inc | 571 | $222.2K | 0.13% | +27+5.0% | Added |
| Syntax Advisors, LLC | 571 | $222.2K | 0.19% | +27+5.0% | Added |
| New England Research & Management, Inc. | 575 | $224.0K | 0.13% | −25−4.2% | Reduced |
| Legacy Financial Advisors, Inc. | 576 | $224.2K | 0.05% | −415−41.9% | Reduced |
| Eagle Ridge Investment Management | 576 | $224.2K | 0.03% | +1+0.2% | Added |
| Cedar Mountain Advisors, LLC | 579 | $225.5K | 0.07% | +1+0.2% | Added |
| Geneos Wealth Management Inc. | 580 | $225.7K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 581 | $226.0K | 0.01% | +4+0.7% | Added |
| Warren Averett Asset Management, LLC | 582 | $226.6K | 0.01% | +5+0.9% | Added |
| FFT Wealth Management LLC | 587 | $228.5K | 0.03% | +48+8.9% | Added |
| TFB Advisors LLC | 587 | $228.5K | 0.19% | +587 | New |
| Lifeworks Advisors, LLC | 588 | $228.9K | 0.13% | 00.0% | Unchanged |
| Vigilare Wealth Management | 588 | $228.9K | 0.13% | −95−13.9% | Reduced |
| Caxton Associates LP | 589 | $229.3K | 0.02% | +589 | New |
| MQS Management LLC | 590 | $229.6K | 0.16% | +590 | New |
| Wealthcare Advisory Partners LLC | 592 | $230.3K | 0.01% | +32+5.7% | Added |
| IMPACTfolio, LLC | 596 | $232.0K | 0.22% | +33+5.9% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $233.5K | 0.08% | −3−0.5% | Reduced |
| East Coast Asset Management, LLC. | 600 | $233.5K | 0.12% | 00.0% | Unchanged |
| Gouws Capital LLC | 600 | $233.5K | 0.22% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $233.5K | 0.14% | +600 | New |
| Valtinson Bruner Financial Planning LLC | 605 | $233.6K | 0.14% | +5+0.8% | Added |
| Westwood Management Corp | 600 | $234.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $234.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $234.0K | 0.28% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 606 | $236.0K | 0.00% | +560+1,217.4% | Added |
| Azzad Asset Management Inc | 607 | $236.1K | 0.04% | −3,834−86.3% | Reduced |
| TCTC Holdings, LLC | 609 | $237.0K | 0.01% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 610 | $237.2K | 0.05% | −84−12.1% | Reduced |
| Southern Capital Advisors, LLC | 610 | $237.4K | 0.18% | +1+0.2% | Added |
| CenterBook Partners LP | 610 | $237.4K | 0.04% | +48+8.5% | Added |
| Koshinski Asset Management, Inc. | 610 | $237.4K | 0.02% | +610 | New |
| Nixon Peabody Trust Co | 611 | $237.8K | 0.19% | +5+0.8% | Added |
| Nelson Capital Management, LLC | 611 | $237.8K | 0.07% | +611 | New |
| Fulton Bank, N.A. | 613 | $239.0K | 0.01% | +613 | New |
| Clarus Wealth Advisors | 616 | $239.4K | 0.16% | +616 | New |
| WSFS Capital Management, LLC | 617 | $240.1K | 0.03% | +617 | New |
| Moors & Cabot, Inc. | 618 | $240.7K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 619 | $240.9K | 0.02% | +464+299.4% | Added |
| Sonora Investment Management Group, LLC | 620 | $241.3K | 0.02% | −1−0.2% | Reduced |
| HighVista Strategies LLC | 620 | $241.3K | 0.14% | +620 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 620 | $241.4K | 0.06% | −5−0.8% | Reduced |
| Altfest L J & Co Inc | 622 | $242.0K | 0.04% | −718−53.6% | Reduced |
| Tranquility Partners, LLC | 624 | $242.9K | 0.12% | +624 | New |
| L2 Asset Management, LLC | 626 | $243.7K | 0.16% | +75+13.6% | Added |
| JJJ Advisors Inc. | 617 | $244.8K | 0.07% | −94−13.2% | Reduced |
| Resources Management Corp | 630 | $245.0K | 0.04% | −60−8.7% | Reduced |
| Somerville Kurt F | 630 | $245.2K | 0.05% | 00.0% | Unchanged |
| Camden National Bank | 632 | $246.0K | 0.05% | −5−0.8% | Reduced |
| Global Retirement Partners, LLC | 632 | $246.1K | 0.02% | +35+5.9% | Added |
| Belpointe Asset Management LLC | 632 | $246.1K | 0.01% | −107−14.5% | Reduced |
| Geller Advisors LLC | 634 | $246.8K | 0.04% | −400−38.7% | Reduced |
| Intelligence Driven Advisers, LLC | 640 | $247.3K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 637 | $247.9K | 0.08% | −27−4.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 638 | $248.3K | 0.07% | +6+0.9% | Added |
| Hummer Financial Advisory Services Inc | 640 | $249.1K | 0.27% | 00.0% | Unchanged |
| Corundum Group, Inc. | 644 | $251.0K | 0.14% | +53+9.0% | Added |
| Guyasuta Investment Advisors Inc | 646 | $251.4K | 0.02% | +25+4.0% | Added |
| WR Wealth Planners, LLC | 647 | $251.8K | 0.16% | +10+1.6% | Added |
| Atom Investors LP | 656 | $255.3K | 0.13% | −88−11.8% | Reduced |
| Point72 Middle East FZE | 656 | $255.3K | 0.02% | +656 | New |
| Prospera Financial Services Inc | 657 | $255.9K | 0.01% | +31+5.0% | Added |
| Interchange Capital Partners, LLC | 660 | $256.9K | 0.26% | −119−15.3% | Reduced |
| Concentrum Wealth Management | 665 | $258.8K | 0.23% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 667 | $259.6K | 0.07% | +9+1.4% | Added |
| Glen Eagle Advisors, LLC | 672 | $261.6K | 0.07% | −20−2.9% | Reduced |
| St. Louis Trust Co | 674 | $262.3K | 0.06% | 00.0% | Unchanged |