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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 675 | $263.0K | 0.04% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 670 | $263.4K | 0.26% | −62−8.5% | Reduced |
| WP Advisors, LLC | 679 | $264.2K | 0.12% | −27−3.8% | Reduced |
| LWMG, LLC | 679 | $264.3K | 0.09% | +679 | New |
| MJP Associates Inc | 683 | $265.8K | 0.08% | +56+8.9% | Added |
| PDS Planning, Inc | 687 | $267.4K | 0.04% | +87+14.5% | Added |
| Sonoma Private Wealth LLC | 687 | $267.6K | 0.59% | +687 | New |
| Walter & Keenan Financial Consulting Co | 690 | $268.6K | 0.11% | −275−28.5% | Reduced |
| Kennon-Green & Company, LLC | 692 | $269.3K | 0.27% | +692 | New |
| Great Diamond Partners, LLC | 693 | $269.7K | 0.08% | +7+1.0% | Added |
| D.B. Root & Company, LLC | 695 | $270.5K | 0.11% | +695 | New |
| Essex Financial Services, Inc. | 700 | $272.0K | 0.03% | −22−3.0% | Reduced |
| Two Sigma Investments, LP | 700 | $272.5K | 0.00% | −22,153−96.9% | Reduced |
| Capital Investment Counsel, Inc | 700 | $272.5K | 0.06% | +700 | New |
| David Loasby | 692 | $273.6K | 0.04% | +692 | New |
| Verity Asset Management, Inc. | 708 | $275.6K | 0.24% | −51−6.7% | Reduced |
| Fidelis Capital Partners, LLC | 698 | $275.9K | 0.33% | +698 | New |
| Column Capital Advisors, LLC | 713 | $277.5K | 0.05% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 715 | $278.3K | 0.15% | +715 | New |
| Douglas Lane & Associates, LLC | 717 | $279.1K | 0.00% | +717 | New |
| Bernardo Wealth Planning LLC | 718 | $279.5K | 0.13% | 00.0% | Unchanged |
| South State Corp. | 721 | $280.6K | 0.03% | −3−0.4% | Reduced |
| We Are One Seven, LLC | 721 | $280.6K | 0.03% | +46+6.8% | Added |
| Financial Architects, Inc | 721 | $280.6K | 0.05% | −1−0.1% | Reduced |
| Thomasville National Bank | 721 | $281.0K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 722 | $281.0K | 0.02% | −9−1.2% | Reduced |
| Planned Solutions, Inc. | 722 | $281.0K | 0.21% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 723 | $281.4K | 0.02% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 725 | $282.2K | 0.07% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $283.7K | 0.34% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $284.9K | 0.04% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 733 | $285.3K | 0.22% | −29−3.8% | Reduced |
| Stevens Capital Management LP | 735 | $286.0K | 0.18% | −1,474−66.7% | Reduced |
| Successful Portfolios LLC | 739 | $288.0K | 0.19% | −43−5.5% | Reduced |
| Ifrah Financial Services, Inc. | 741 | $288.5K | 0.09% | −17−2.2% | Reduced |
| Family Firm, Inc. | 743 | $289.4K | 0.08% | +1+0.1% | Added |
| RHS Financial, LLC | 745 | $290.0K | 0.23% | −93−11.1% | Reduced |
| Trillium Asset Management, LLC | 746 | $290.0K | 0.01% | +746 | New |
| Three Bridge Wealth Advisors, LLC | 747 | $290.7K | 0.16% | −2,602−77.7% | Reduced |
| Gill Capital Partners, LLC | 753 | $293.1K | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 753 | $293.3K | 0.01% | +57+8.2% | Added |
| TRUE Private Wealth Advisors | 754 | $293.6K | 0.05% | +118+18.6% | Added |
| Aaron Wealth Advisors | 755 | $293.9K | 0.04% | −260−25.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 756 | $294.3K | 0.02% | +17+2.3% | Added |
| Orchard Capital Managment, LLC | 759 | $295.4K | 0.10% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 760 | $295.8K | 0.17% | −31−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 760 | $295.8K | 0.05% | +253+49.9% | Added |
| Plancorp, LLC | 764 | $297.4K | 0.02% | +6+0.8% | Added |
| Principal Street Partners, LLC | 766 | $298.2K | 0.08% | +141+22.6% | Added |
| Coastline Trust Co | 768 | $298.9K | 0.04% | −390−33.7% | Reduced |
| Front Barnett Associates LLC | 770 | $300.0K | 0.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 774 | $301.3K | 0.05% | 00.0% | Unchanged |
| Apeiron RIA LLC | 775 | $301.5K | 0.12% | +13+1.7% | Added |
| TCI Wealth Advisors, Inc. | 778 | $302.8K | 0.04% | +97+14.2% | Added |
| Sigma Planning Corp | 779 | $303.4K | 0.01% | −126−13.9% | Reduced |
| Grove Bank & Trust | 780 | $304.0K | 0.07% | +14+1.8% | Added |
| Legacy Bridge, LLC | 782 | $304.4K | 0.22% | +87+12.5% | Added |
| Chesapeake Wealth Management | 783 | $304.8K | 0.13% | −40−4.9% | Reduced |
| GeoWealth Management, LLC | 785 | $305.0K | 0.03% | −826−51.3% | Reduced |
| Oakworth Capital, Inc. | 788 | $306.7K | 0.03% | −21−2.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 789 | $307.1K | 0.08% | −111−12.3% | Reduced |
| Curated Wealth Partners LLC | 790 | $307.5K | 0.07% | +202+34.4% | Added |
| Veracity Capital LLC | 791 | $307.8K | 0.15% | −4−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 795 | $309.4K | 0.02% | −97−10.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 795 | $309.4K | 0.07% | +12+1.5% | Added |
| Alta Advisers Ltd | 800 | $311.0K | 0.19% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 800 | $311.4K | 0.14% | 00.0% | Unchanged |
| FORA Capital, LLC | 800 | $311.4K | 0.05% | +800 | New |
| Elgethun Capital Management | 806 | $312.2K | 0.11% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 805 | $313.5K | 0.13% | +1+0.1% | Added |
| SeaCrest Wealth Management, LLC | 806 | $313.8K | 0.05% | +24+3.1% | Added |
| Arrow Financial Corp | 810 | $315.0K | 0.04% | 00.0% | Unchanged |
| Tufton Capital Management | 810 | $315.3K | 0.07% | +15+1.9% | Added |
| Mason Investment Advisory Services, Inc. | 812 | $316.0K | 0.03% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 815 | $317.2K | 0.03% | −20−2.4% | Reduced |
| DuPont Capital Management Corp | 825 | $321.1K | 0.02% | −219−21.0% | Reduced |
| Wealth Management Associates, Inc. | 826 | $321.5K | 0.21% | −375−31.2% | Reduced |
| Traynor Capital Management, Inc. | 830 | $323.1K | 0.06% | +10+1.2% | Added |
| Beaumont Financial Advisors, LLC | 833 | $324.2K | 0.03% | +833 | New |
| Benjamin F. Edwards & Company, Inc. | 835 | $325.0K | 0.01% | +69+9.0% | Added |
| Journey Strategic Wealth LLC | 835 | $325.0K | 0.04% | −60−6.7% | Reduced |
| Everhart Financial Group, Inc. | 839 | $326.6K | 0.16% | −686−45.0% | Reduced |
| MSH Capital Advisors LLC | 841 | $327.4K | 0.15% | −29−3.3% | Reduced |
| Comerica Securities,inc. | 847 | $329.7K | 0.02% | +94+12.5% | Added |
| Cooper Financial Group | 848 | $330.2K | 0.10% | +211+33.1% | Added |
| Resources Investment Advisors, LLC. | 851 | $331.3K | 0.01% | −119−12.3% | Reduced |
| International Assets Investment Management, LLC | 30,777 | $331.6K | 0.03% | +30,777 | New |
| Journey Advisory Group, LLC | 854 | $332.2K | 0.08% | −53−5.8% | Reduced |
| Caliber Wealth Management, LLC | 854 | $332.4K | 0.25% | +854 | New |
| Winthrop Advisory Group LLC | 854 | $332.4K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 855 | $332.8K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 857 | $333.6K | 0.14% | −360−29.6% | Reduced |
| MONECO Advisors, LLC | 860 | $334.6K | 0.12% | +1+0.1% | Added |
| Atlantic Trust, LLC | 863 | $336.0K | 0.11% | +2+0.2% | Added |
| ICW Investment Advisors LLC | 865 | $336.8K | 0.20% | −4−0.5% | Reduced |
| Pathway Financial Advisors LLC | 869 | $338.2K | 0.10% | 00.0% | Unchanged |
| First Affirmative Financial Network | 869 | $338.3K | 0.41% | +215+32.9% | Added |
| Pacific Global Investment Management CO | 873 | $339.8K | 0.08% | +1+0.1% | Added |
| Moloney Securities Asset Management, LLC | 875 | $340.6K | 0.08% | +875 | New |
| Graypoint LLC | 893 | $347.7K | 0.04% | −327−26.8% | Reduced |