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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 894 | $348.0K | 0.01% | +894 | New |
| Robertson Stephens Wealth Management, LLC | 898 | $349.5K | 0.03% | +264+41.6% | Added |
| Okabena Investment Services Inc | 900 | $350.3K | 0.25% | −933−50.9% | Reduced |
| Telos Capital Management, Inc. | 900 | $350.3K | 0.05% | −300−25.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $350.3K | 0.15% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $350.3K | 0.25% | 00.0% | Unchanged |
| Crewe Advisors LLC | 908 | $353.4K | 0.06% | +517+132.2% | Added |
| Choate Investment Advisors | 911 | $354.6K | 0.02% | −284−23.8% | Reduced |
| Samalin Investment Counsel, LLC | 911 | $354.6K | 0.22% | +2+0.2% | Added |
| Redwood Investment Management, LLC | 912 | $355.0K | 0.05% | −413−31.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 912 | $355.0K | 0.26% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 913 | $355.4K | 0.01% | +913 | New |
| Moody Lynn & Lieberson, LLC | 915 | $356.0K | 0.03% | −75−7.6% | Reduced |
| First National Bank of Hutchinson | 916 | $356.5K | 0.30% | −177−16.2% | Reduced |
| New Millennium Group LLC | 919 | $357.4K | 0.38% | −27−2.9% | Reduced |
| Tanager Wealth Management LLP | 924 | $359.6K | 0.10% | +179+24.0% | Added |
| Wealthstar Advisors, LLC | 925 | $360.0K | 0.16% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 926 | $360.4K | 0.21% | −95−9.3% | Reduced |
| Leavell Investment Management, Inc. | 927 | $361.0K | 0.03% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 928 | $361.2K | 0.30% | −109−10.5% | Reduced |
| Chimera Capital Management LLC | 932 | $362.8K | 0.10% | +932 | New |
| Lavaca Capital LLC | 933 | $363.1K | 0.14% | +933 | New |
| Edgestream Partners, L.P. | 934 | $363.5K | 0.04% | −843−47.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 939 | $365.5K | 0.05% | +74+8.6% | Added |
| Empowered Funds, LLC | 941 | $366.3K | 0.02% | +941 | New |
| Avitas Wealth Management LLC | 943 | $367.0K | 0.08% | +1+0.1% | Added |
| Chapin Davis, Inc. | 946 | $368.2K | 0.21% | +946 | New |
| Ground Swell Capital, LLC | 947 | $368.6K | 1.64% | −269−22.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 947 | $369.0K | 0.04% | −175−15.6% | Reduced |
| William Allan, LLC | 951 | $370.2K | 0.31% | +84+9.7% | Added |
| Wealth Alliance | 957 | $372.7K | 0.07% | −383−28.6% | Reduced |
| Studio Investment Management LLC | 964 | $375.2K | 0.12% | +46+5.0% | Added |
| Barings LLC | 965 | $375.6K | 0.01% | −58−5.7% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $377.0K | 0.10% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 974 | $381.2K | 0.12% | −5−0.5% | Reduced |
| Gilbert & Cook, Inc. | 980 | $381.4K | 0.07% | −332−25.3% | Reduced |
| CoreFirst Bank & Trust | 980 | $381.4K | 0.29% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 981 | $382.0K | 0.02% | −35−3.4% | Reduced |
| Cable Hill Partners, LLC | 990 | $385.3K | 0.07% | −501−33.6% | Reduced |
| Woodstock Corp | 993 | $386.5K | 0.05% | −10−1.0% | Reduced |
| Caldwell Trust Co | 999 | $388.8K | 0.05% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $389.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $389.0K | 0.34% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,007 | $389.0K | 0.01% | +605+150.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $389.2K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 1,001 | $389.6K | 0.06% | +260+35.1% | Added |
| Abbrea Capital, LLC | 1,004 | $390.8K | 0.07% | +158+18.7% | Added |
| Crescent Grove Advisors, LLC | 1,006 | $391.6K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,012 | $393.9K | 0.10% | +425+72.4% | Added |
| Integrated Wealth Concepts LLC | 1,015 | $395.0K | 0.01% | +20+2.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,016 | $395.5K | 0.01% | +27+2.7% | Added |
| Integrated Investment Consultants, LLC | 1,018 | $396.2K | 0.13% | +152+17.6% | Added |
| Kingsview Wealth Management, LLC | 1,023 | $398.2K | 0.02% | −9−0.9% | Reduced |
| Arkadios Wealth Advisors | 1,024 | $398.5K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,025 | $399.3K | 0.14% | +1,025 | New |
| Great Lakes Advisors, LLC | 1,034 | $402.5K | 0.02% | −94−8.3% | Reduced |
| Wharton Business Group, LLC | 1,035 | $403.0K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,042 | $405.6K | 0.12% | −70−6.3% | Reduced |
| Transform Wealth, LLC | 1,043 | $406.0K | 0.05% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,054 | $410.2K | 0.32% | +1,054 | New |
| Yarbrough Capital, LLC | 1,055 | $410.6K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,058 | $411.8K | 0.03% | +28+2.7% | Added |
| Magnus Financial Group LLC | 1,058 | $411.9K | 0.07% | +4+0.4% | Added |
| Forum Financial Management, LP | 1,059 | $412.2K | 0.01% | −370−25.9% | Reduced |
| Donoghue Forlines LLC | 1,059 | $412.2K | 0.15% | −122−10.3% | Reduced |
| Avestar Capital, LLC | 1,059 | $412.4K | 0.09% | +42+4.1% | Added |
| Pallas Capital Advisors LLC | 1,036 | $412.5K | 0.04% | −92−8.2% | Reduced |
| IHT Wealth Management, LLC | 1,071 | $417.0K | 0.03% | −16−1.5% | Reduced |
| Boenning & Scattergood, Inc. | 874 | $420.0K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,080 | $420.4K | 0.08% | −23−2.1% | Reduced |
| Concorde Asset Management, LLC | 1,087 | $423.2K | 0.38% | +1+0.1% | Added |
| RMR Wealth Builders | 1,103 | $429.2K | 0.10% | +43+4.1% | Added |
| Sustainable Insight Capital Management, LLC | 1,105 | $430.1K | 0.48% | −81−6.8% | Reduced |
| Camden Capital, LLC | 1,122 | $436.6K | 0.07% | −145−11.4% | Reduced |
| NVWM, LLC | 1,130 | $439.8K | 0.16% | −687−37.8% | Reduced |
| FineMark National Bank & Trust | 1,132 | $440.6K | 0.02% | +43+3.9% | Added |
| Eqis Capital Management, Inc. | 1,133 | $440.9K | 0.05% | −119−9.5% | Reduced |
| Argus Investors' Counsel, Inc. | 1,136 | $442.2K | 0.35% | +48+4.4% | Added |
| Institute for Wealth Management, LLC. | 1,137 | $442.4K | 0.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,145 | $445.7K | 0.18% | +30+2.7% | Added |
| Trellis Advisors, LLC | 1,148 | $446.8K | 0.23% | −8−0.7% | Reduced |
| Parsec Financial Management, Inc. | 1,148 | $446.8K | 0.02% | −70−5.7% | Reduced |
| Horizon Family Wealth, Inc. | 1,149 | $447.3K | 0.52% | −1−0.1% | Reduced |
| Ulland Investment Advisors, LLC | 1,155 | $450.0K | 0.54% | −480−29.4% | Reduced |
| Truvestments Capital LLC | 1,162 | $452.2K | 0.26% | +30+2.7% | Added |
| Flagship Harbor Advisors, LLC | 1,164 | $452.9K | 0.05% | +20+1.7% | Added |
| Stanley-Laman Group, Ltd. | 1,165 | $453.4K | 0.09% | −169−12.7% | Reduced |
| KMG Fiduciary Partners, LLC | 1,178 | $458.5K | 0.08% | −100−7.8% | Reduced |
| Modera Wealth Management, LLC | 1,181 | $459.7K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,183 | $460.0K | 0.15% | −203−14.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,181 | $460.0K | 0.03% | −19−1.6% | Reduced |
| Chicago Trust Co NA | 1,181 | $460.0K | 0.11% | +107+10.0% | Added |
| Garrett Investment Advisors LLC | 1,185 | $461.2K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 1,188 | $462.0K | 0.03% | +19+1.6% | Added |
| Gladstone Institutional Advisory LLC | 1,187 | $462.0K | 0.03% | −1,164−49.5% | Reduced |
| Childress Capital Advisors, LLC | 1,189 | $462.8K | 0.15% | +292+32.6% | Added |
| Axiom Advisory, LLC | 1,195 | $465.0K | 0.49% | +2+0.2% | Added |
| First National Trust Co | 1,195 | $465.1K | 0.02% | −33−2.7% | Reduced |
| Gryphon Financial Partners LLC | 1,199 | $466.6K | 0.11% | +32+2.7% | Added |
| Aft, Forsyth & Sober, LLC | 1,200 | $467.1K | 0.21% | 00.0% | Unchanged |