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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 1,200 | $467.3K | 0.04% | −310−20.5% | Reduced |
| Nations Financial Group Inc, | 1,202 | $467.9K | 0.05% | +421+53.9% | Added |
| Principle Wealth Partners LLC | 1,202 | $468.0K | 0.05% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,203 | $468.3K | 0.18% | −1,740−59.1% | Reduced |
| Neville Rodie & Shaw Inc | 1,207 | $470.0K | 0.04% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 1,208 | $470.2K | 0.22% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,215 | $472.9K | 0.25% | −62−4.9% | Reduced |
| S&CO Inc | 1,216 | $473.0K | 0.04% | +20+1.7% | Added |
| Sand Hill Global Advisors, LLC | 1,219 | $474.5K | 0.03% | −4−0.3% | Reduced |
| North Star Investment Management Corp. | 1,240 | $482.6K | 0.04% | +10+0.8% | Added |
| Neo Ivy Capital Management | 1,242 | $483.0K | 0.33% | +1,242 | New |
| Richard W. Paul & Associates, LLC | 1,244 | $484.4K | 0.24% | +1,244 | New |
| Balentine LLC | 1,249 | $486.1K | 0.02% | −2,478−66.5% | Reduced |
| Investors Research Corp | 1,252 | $487.3K | 0.13% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,321 | $496.2K | 0.33% | −10−0.8% | Reduced |
| Ellevest, Inc. | 1,286 | $500.5K | 0.04% | −238−15.6% | Reduced |
| Utah Peaks Capital Inc | 1,286 | $500.5K | 0.96% | +1,286 | New |
| Pinnacle Associates Ltd | 1,287 | $501.1K | 0.01% | −1,129−46.7% | Reduced |
| Integrated Advisors Network LLC | 1,292 | $502.9K | 0.03% | −28−2.1% | Reduced |
| Gyon Technologies Capital Management, LP | 1,294 | $503.7K | 0.19% | +1,294 | New |
| Little House Capital LLC | 1,302 | $506.8K | 0.25% | −146−10.1% | Reduced |
| 1st Source Bank | 1,306 | $508.3K | 0.03% | −58−4.3% | Reduced |
| Applied Capital LLC | 1,308 | $509.1K | 0.51% | +1,308 | New |
| AMG National Trust Bank | 1,311 | $510.3K | 0.02% | −328−20.0% | Reduced |
| Alta Wealth Advisors LLC | 1,312 | $510.7K | 0.34% | −37−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,325 | $515.7K | 0.05% | +38+3.0% | Added |
| Harbor Group, Inc. | 1,329 | $517.3K | 0.33% | 00.0% | Unchanged |
| New Hampshire Trust | 1,336 | $520.0K | 0.14% | +1,336 | New |
| Conestoga Capital Advisors, LLC | 1,340 | $521.6K | 0.01% | −40−2.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,341 | $522.0K | 0.60% | +85+6.8% | Added |
| Brighton Jones LLC | 1,343 | $522.6K | 0.03% | +26+2.0% | Added |
| Epic Trust Investment Advisors, LLC | 1,343 | $523.0K | 0.79% | −54−3.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,345 | $523.5K | 0.17% | +101+8.1% | Added |
| MMBG Investment Advisors Co. | 1,345 | $524.0K | 0.07% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,350 | $525.4K | 0.33% | 00.0% | Unchanged |
| Allworth Financial LP | 1,356 | $527.9K | 0.01% | −317−18.9% | Reduced |
| Eastern Bank | 1,357 | $528.2K | 0.03% | −11−0.8% | Reduced |
| NorthRock Partners, LLC | 1,357 | $528.2K | 0.06% | +171+14.4% | Added |
| Gotham Asset Management, LLC | 1,361 | $529.7K | 0.01% | −2,560−65.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,368 | $532.5K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,378 | $536.3K | 0.05% | +564+69.3% | Added |
| Baldwin Brothers Inc | 1,383 | $538.3K | 0.05% | +5+0.4% | Added |
| Delta Financial Group, Inc. | 1,408 | $540.0K | 0.24% | +1,408 | New |
| TrinityPoint Wealth, LLC | 1,392 | $542.0K | 0.12% | +112+8.8% | Added |
| First Commonwealth Financial Corp | 1,395 | $543.0K | 0.20% | +39+2.9% | Added |
| Community Capital Management, Inc. | 1,400 | $544.9K | 0.71% | +675+93.1% | Added |
| Hohimer Wealth Management, LLC | 1,405 | $546.9K | 0.17% | +1,405 | New |
| Beck Bode, LLC | 1,407 | $547.6K | 0.12% | +1,407 | New |
| Westfield Capital Management Co LP | 1,410 | $548.8K | 0.00% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,410 | $548.8K | 0.08% | +375+36.2% | Added |
| Spinnaker Trust | 1,414 | $550.0K | 0.04% | −25−1.7% | Reduced |
| Van Hulzen Asset Management, LLC | 1,413 | $550.0K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,414 | $550.4K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,415 | $550.7K | 0.02% | +70+5.2% | Added |
| Concentric Wealth Management, LLC | 1,430 | $556.6K | 0.19% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,437 | $559.0K | 0.01% | +79+5.8% | Added |
| Zions Bancorporation, N.A. | 1,438 | $559.7K | 0.04% | −34−2.3% | Reduced |
| Legato Capital Management LLC | 1,439 | $560.1K | 0.11% | +1,439 | New |
| Advisors Capital Management, LLC | 1,442 | $561.0K | 0.02% | −168−10.4% | Reduced |
| Claro Advisors LLC | 1,451 | $564.8K | 0.18% | +1,451 | New |
| Symphony Financial, Ltd. Co. | 1,442 | $566.6K | 0.15% | −1,538−51.6% | Reduced |
| Unigestion Holding SA | 1,450 | $566.8K | 0.03% | +1,450 | New |
| Ancora Advisors, LLC | 1,468 | $572.0K | 0.02% | −92−5.9% | Reduced |
| Hoxton Planning & Management, LLC | 1,472 | $572.9K | 0.30% | +1,472 | New |
| Smithfield Trust Co | 1,466 | $575.0K | 0.04% | −10−0.7% | Reduced |
| ETF Managers Group, LLC | 1,482 | $576.8K | 0.03% | +56+3.9% | Added |
| Van Strum & Towne Inc. | 1,486 | $578.4K | 0.25% | −100−6.3% | Reduced |
| DGS Capital Management, LLC | 1,493 | $581.1K | 0.38% | −516−25.7% | Reduced |
| Texas Capital Bancshares Inc | 1,494 | $581.5K | 0.41% | +5+0.3% | Added |
| Cardiff Park Advisors, LLC | 1,510 | $587.7K | 0.08% | +1,510 | New |
| Intrust Bank NA | 1,512 | $588.5K | 0.08% | +132+9.6% | Added |
| Valmark Advisers, Inc. | 1,516 | $590.1K | 0.01% | −9−0.6% | Reduced |
| Clearstead Advisors, LLC | 1,516 | $590.2K | 0.05% | +3+0.2% | Added |
| Catalyst Private Wealth, LLC | 1,517 | $590.4K | 0.48% | −186−10.9% | Reduced |
| Cubist Systematic Strategies, LLC | 1,519 | $591.2K | 0.01% | −23,259−93.9% | Reduced |
| Fort Pitt Capital Group, LLC | 1,525 | $593.6K | 0.02% | −108−6.6% | Reduced |
| CNB Bank | 1,528 | $594.7K | 0.37% | +91+6.3% | Added |
| Northern Financial Advisors Inc | 1,530 | $595.5K | 0.67% | +1,530 | New |
| Focus Financial Network, Inc. | 1,537 | $598.2K | 0.05% | +124+8.8% | Added |
| Proffitt & Goodson Inc | 1,544 | $601.0K | 0.13% | −87−5.3% | Reduced |
| Pinnbrook Capital Management LP | 1,551 | $603.7K | 1.33% | −4,411−74.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,551 | $603.9K | 0.06% | +2+0.1% | Added |
| Voya Financial Advisors, Inc. | 1,549 | $605.5K | 0.08% | −66−4.1% | Reduced |
| Orion Portfolio Solutions, LLC | 1,560 | $607.2K | 0.02% | −17−1.1% | Reduced |
| Plimoth Trust Co LLC | 1,565 | $609.0K | 0.20% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,575 | $613.0K | 0.39% | +150+10.5% | Added |
| Jacobsen Capital Management | 1,577 | $614.0K | 0.33% | +1,577 | New |
| SRN Advisors, LLC | 1,584 | $616.5K | 0.61% | −9−0.6% | Reduced |
| Oxford Financial Group Ltd | 1,594 | $620.4K | 0.07% | +258+19.3% | Added |
| Beverly Hills Private Wealth, LLC | 1,597 | $621.6K | 0.27% | +1,597 | New |
| Ardsley Advisory Partners LP | 1,600 | $622.8K | 0.16% | +250+18.5% | Added |
| Pinnacle Financial Partners Inc | 1,600 | $622.8K | 0.02% | −122−7.1% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $623.0K | 0.07% | −16−1.0% | Reduced |
| Proficio Capital Partners LLC | 1,615 | $629.1K | 0.12% | −4−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,617 | $629.4K | 0.05% | +963+147.2% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $631.3K | 0.18% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,625 | $632.5K | 0.18% | +25+1.6% | Added |
| Valeo Financial Advisors, LLC | 1,632 | $635.2K | 0.03% | +1,043+177.1% | Added |
| Americana Partners, LLC | 1,672 | $637.7K | 0.11% | +132+8.6% | Added |
| Triasima Portfolio Management inc. | 1,639 | $637.9K | 0.05% | −6,378−79.6% | Reduced |