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 |
|---|---|---|---|---|---|
| United Bank | 1,642 | $639.1K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,643 | $639.5K | 0.04% | +172+11.7% | Added |
| Argent Trust Co | 1,651 | $642.6K | 0.04% | −14−0.8% | Reduced |
| PAX Financial Group, LLC | 1,655 | $644.2K | 0.16% | −147−8.2% | Reduced |
| Bahl & Gaynor Inc | 1,663 | $647.3K | 0.00% | +91+5.8% | Added |
| Evercore Wealth Management, LLC | 1,664 | $647.7K | 0.01% | +397+31.3% | Added |
| Pittenger & Anderson Inc | 1,674 | $651.6K | 0.04% | +143+9.3% | Added |
| Parthenon LLC | 1,675 | $651.9K | 0.11% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,680 | $654.0K | 0.45% | +65+4.0% | Added |
| Boston Family Office LLC | 1,689 | $657.0K | 0.05% | −275−14.0% | Reduced |
| Connolly Sarah T. | 1,720 | $669.5K | 0.46% | −100−5.5% | Reduced |
| Monetary Management Group Inc | 1,725 | $671.4K | 0.21% | 00.0% | Unchanged |
| Optas, LLC | 1,729 | $673.0K | 0.28% | −61−3.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $673.7K | 0.33% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,747 | $675.3K | 0.10% | −30−1.7% | Reduced |
| CX Institutional | 1,737 | $676.1K | 0.04% | +1,174+208.5% | Added |
| Kensington Investment Counsel, LLC | 1,739 | $676.9K | 0.53% | −76−4.2% | Reduced |
| Capital Investment Advisors, LLC | 1,749 | $681.0K | 0.02% | −1,095−38.5% | Reduced |
| Symmetry Partners, LLC | 1,755 | $683.0K | 0.04% | −574−24.6% | Reduced |
| Advisor Resource Council | 1,757 | $683.9K | 0.41% | −794−31.1% | Reduced |
| Red Spruce Capital, LLC | 1,765 | $687.0K | 0.44% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,768 | $688.1K | 0.35% | +1,768 | New |
| Qtron Investments LLC | 1,771 | $689.3K | 0.14% | −479−21.3% | Reduced |
| Davidson Capital Management Inc. | 1,781 | $693.2K | 0.48% | +1,781 | New |
| Cutler Group LP | 1,800 | $700.0K | 0.09% | −3,781−67.7% | Reduced |
| BSW Wealth Partners | 1,810 | $704.0K | 0.15% | −276−13.2% | Reduced |
| Pettee Investors, Inc. | 1,809 | $704.0K | 0.35% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,813 | $705.6K | 0.09% | −1−0.1% | Reduced |
| Bishop Rock Capital, L.P. | 1,819 | $708.0K | 0.94% | −7,431−80.3% | Reduced |
| Evanson Asset Management, LLC | 1,829 | $711.9K | 0.08% | −76−4.0% | Reduced |
| Sentry Investment Management LLC | 1,832 | $713.0K | 0.31% | −243−11.7% | Reduced |
| Headlands Technologies LLC | 1,845 | $718.0K | 0.57% | +1,845 | New |
| STF Management LP | 1,873 | $729.0K | 1.05% | +1,873 | New |
| Sargent Investment Group, LLC | 1,880 | $731.7K | 0.23% | 00.0% | Unchanged |
| Ergoteles LLC | 1,882 | $732.5K | 0.03% | −12,695−87.1% | Reduced |
| Family Legacy, Inc. | 1,833 | $736.8K | 0.32% | +118+6.9% | Added |
| RFG Advisory, LLC | 1,742 | $738.0K | 0.04% | +22+1.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,899 | $739.1K | 0.04% | 00.0% | Unchanged |
| Barbara Oil Co. | 1,900 | $739.5K | 0.35% | 00.0% | Unchanged |
| Barr E S & Co | 1,909 | $743.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,931 | $751.6K | 0.02% | −63−3.2% | Reduced |
| Brookstone Capital Management | 1,953 | $754.9K | 0.02% | −9−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 1,791 | $757.0K | 0.02% | +28+1.6% | Added |
| Group One Trading, L.P. | 1,946 | $757.4K | 0.03% | −5,658−74.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,956 | $761.0K | 0.42% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,959 | $762.7K | 0.14% | +18+0.9% | Added |
| Forbes J M & Co LLP | 1,963 | $764.0K | 0.11% | 00.0% | Unchanged |
| Ramiah Investment Group | 1,983 | $771.8K | 1.48% | +1,983 | New |
| Burney Co | 1,993 | $775.7K | 0.04% | +159+8.7% | Added |
| Moss Adams Wealth Advisors LLC | 1,998 | $777.7K | 0.39% | +1,998 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,024 | $790.9K | 0.06% | +81+4.2% | Added |
| Sawtooth Solutions, LLC | 2,035 | $791.9K | 0.11% | −16−0.8% | Reduced |
| McRae Capital Management Inc | 2,035 | $792.2K | 0.23% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,043 | $795.2K | 0.02% | +51+2.6% | Added |
| Cresset Asset Management, LLC | 15,885 | $803.3K | 0.01% | −1,340−7.8% | Reduced |
| Benjamin Edwards Inc | 2,090 | $813.0K | 0.21% | +20+1.0% | Added |
| Tilia Fiduciary Partners, Inc. | 2,093 | $814.6K | 0.78% | +78+3.9% | Added |
| Harvest Fund Management Co., Ltd | 2,116 | $818.0K | 0.21% | +692+48.6% | Added |
| Personal Cfo Solutions, LLC | 2,108 | $820.5K | 0.17% | −64−2.9% | Reduced |
| Woodline Partners LP | 2,115 | $823.2K | 0.01% | +2,115 | New |
| Ritholtz Wealth Management | 2,116 | $823.4K | 0.05% | −2,686−55.9% | Reduced |
| Stansberry Asset Management, LLC | 2,134 | $830.6K | 0.17% | +182+9.3% | Added |
| Main Street Research LLC | 2,147 | $835.7K | 0.20% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,163 | $837.0K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,150 | $837.0K | 1.08% | +461+27.3% | Added |
| Sonnipe Ltd | 2,155 | $838.8K | 0.16% | +2,155 | New |
| Jag Capital Management, LLC | 2,162 | $841.4K | 0.12% | −577−21.1% | Reduced |
| Garner Asset Management Corp | 2,163 | $842.0K | 0.42% | +10.0% | Added |
| Next Century Growth Investors LLC | 2,170 | $844.6K | 0.10% | −10.0% | Reduced |
| Mutual Advisors, LLC | 2,183 | $849.7K | 0.04% | +54+2.5% | Added |
| FSA Wealth Management LLC | 2,184 | $850.1K | 0.49% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,184 | $850.1K | 0.02% | +344+18.7% | Added |
| Sherbrooke Park Advisers LLC | 2,200 | $856.3K | 0.63% | +2,200 | New |
| Snowden Capital Advisors LLC | 2,209 | $859.6K | 0.04% | +592+36.6% | Added |
| Anchor Investment Management, LLC | 2,209 | $859.8K | 0.12% | +73+3.4% | Added |
| Wade G W & Inc | 2,229 | $868.0K | 0.04% | +63+2.9% | Added |
| Banco Santander, S.A. | 2,234 | $869.5K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,220 | $871.9K | 0.07% | −48−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,240 | $871.9K | 0.10% | −532−19.2% | Reduced |
| Krilogy Financial LLC | 2,256 | $878.1K | 0.08% | +8+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,262 | $880.4K | 0.16% | +64+2.9% | Added |
| Virtue Capital Management, LLC | 2,269 | $882.9K | 0.13% | +1,489+190.9% | Added |
| BTG Pactual Global Asset Management Ltd | 2,282 | $888.2K | 1.48% | +2,282 | New |
| Diversified Trust Co | 2,289 | $891.0K | 0.04% | −141−5.8% | Reduced |
| DF Dent & Co Inc | 2,292 | $892.1K | 0.01% | +996+76.9% | Added |
| Value Partners Investments Inc. | 2,309 | $898.4K | 0.08% | +279+13.7% | Added |
| Compagnie Lombard Odier SCmA | 2,321 | $903.0K | 0.02% | +640+38.1% | Added |
| Cannell Peter B & Co Inc | 2,327 | $905.7K | 0.03% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,372 | $923.1K | 0.01% | +5+0.2% | Added |
| Guardian Capital LP | 2,420 | $941.9K | 0.03% | −80−3.2% | Reduced |
| Nicolet Bankshares Inc | 2,422 | $942.7K | 0.32% | +9+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,428 | $944.9K | 0.04% | −115−4.5% | Reduced |
| Perigon Wealth Management, LLC | 2,445 | $951.5K | 0.06% | +139+6.0% | Added |
| BancorpSouth Bank | 2,448 | $952.8K | 0.09% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,449 | $953.2K | 0.25% | −125−4.9% | Reduced |
| Monumental Financial Group Inc. | 2,459 | $957.0K | 0.77% | +2,459 | New |
| Knowledge Leaders Capital, LLC | 2,478 | $964.5K | 1.27% | −144−5.5% | Reduced |
| Sunbelt Securities, Inc. | 2,481 | $965.6K | 0.19% | −379−13.3% | Reduced |
| Old Port Advisors | 2,494 | $970.7K | 0.37% | −129−4.9% | Reduced |
| Waycross Partners, LLC | 2,500 | $973.0K | 0.35% | −600−19.4% | Reduced |