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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 2,506 | $975.4K | 0.13% | +6+0.2% | Added |
| Heartland Bank & Trust Co | 2,508 | $976.2K | 0.72% | −187−6.9% | Reduced |
| Verition Fund Management LLC | 2,528 | $983.9K | 0.02% | −2,636−51.0% | Reduced |
| Weatherly Asset Management L. P. | 2,530 | $984.9K | 0.13% | −125−4.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,532 | $985.5K | 0.11% | −421−14.3% | Reduced |
| Quadrant Capital Group LLC | 2,534 | $986.3K | 0.11% | −128−4.8% | Reduced |
| Segall Bryant & Hamill, LLC | 2,559 | $996.0K | 0.01% | +121+5.0% | Added |
| InterOcean Capital Group, LLC | 2,560 | $996.4K | 0.04% | +4+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 2,567 | $999.0K | 0.14% | −94−3.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,585 | $1.01M | 0.52% | +2,585 | New |
| Capricorn Fund Managers Ltd | 2,608 | $1.01M | 0.26% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,544 | $1.02M | 0.03% | +4,470+49.3% | Added |
| FSM Wealth Advisors, LLC | 2,618 | $1.02M | 0.72% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,627 | $1.02M | 0.29% | −15−0.6% | Reduced |
| Cavalier Investments, LLC | 2,627 | $1.02M | 0.37% | −138−5.0% | Reduced |
| LMR Partners LLP | 2,631 | $1.02M | 0.02% | −5,773−68.7% | Reduced |
| Breakline Capital LLC | 2,647 | $1.03M | 1.13% | +2,647 | New |
| Haverford Financial Services, Inc. | 2,677 | $1.04M | 0.29% | +630+30.8% | Added |
| Checchi Capital Advisers, LLC | 2,678 | $1.04M | 0.11% | +31+1.2% | Added |
| Abacus Planning Group, Inc. | 2,682 | $1.04M | 0.29% | −8−0.3% | Reduced |
| Cascade Investment Group, Inc. | 2,683 | $1.04M | 1.09% | +2,683 | New |
| Alpha Paradigm Partners, LLC | 2,696 | $1.05M | 0.43% | +877+48.2% | Added |
| Lido Advisors, LLC | 2,717 | $1.06M | 0.02% | +1,190+77.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.06M | 0.01% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 2,738 | $1.07M | 0.81% | +2,738 | New |
| Mather Group, LLC. | 2,750 | $1.07M | 0.02% | +130+5.0% | Added |
| Horizon Investments, LLC | 2,777 | $1.08M | 0.03% | +1,754+171.5% | Added |
| Cetera Advisors LLC | 2,773 | $1.08M | 0.02% | +1,084+64.2% | Added |
| Silicon Valley Capital Partners | 2,773 | $1.08M | 0.25% | −1,016−26.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,810 | $1.09M | 1.25% | +628+28.8% | Added |
| Leonteq Securities AG | 2,823 | $1.10M | 0.06% | +754+36.4% | Added |
| Avantax Planning Partners, Inc. | 2,827 | $1.10M | 0.04% | −192−6.4% | Reduced |
| Boit C F David | 2,850 | $1.11M | 0.79% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,853 | $1.11M | 0.04% | +1,369+92.3% | Added |
| Eagle Asset Management Inc | 2,878 | $1.13M | 0.01% | +156+5.7% | Added |
| Roberts Glore & Co Inc | 2,904 | $1.13M | 0.39% | −425−12.8% | Reduced |
| Ropes Wealth Advisors LLC | 2,909 | $1.13M | 0.20% | +84+3.0% | Added |
| HBK Sorce Advisory LLC | 2,918 | $1.14M | 0.03% | +1,128+63.0% | Added |
| Roundview Capital LLC | 2,919 | $1.14M | 0.13% | +926+46.5% | Added |
| Moody National Bank Trust Division | 2,920 | $1.14M | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,928 | $1.14M | 0.13% | +5+0.2% | Added |
| HB Wealth Management, LLC | 2,949 | $1.15M | 0.02% | +878+42.4% | Added |
| Riverpark Capital Management LLC | 2,971 | $1.16M | 2.68% | −4,872−62.1% | Reduced |
| Y.D. More Investments Ltd | 2,968 | $1.16M | 0.31% | +2,968 | New |
| Twin Capital Management Inc | 2,992 | $1.17M | 0.15% | −3,179−51.5% | Reduced |
| Elmwood Wealth Management, Inc. | 2,994 | $1.17M | 0.58% | −10−0.3% | Reduced |
| Lincoln National Corp | 2,998 | $1.17M | 0.03% | +741+32.8% | Added |
| RB Capital Management, LLC | 3,026 | $1.18M | 0.43% | −28−0.9% | Reduced |
| AtonRa Partners | 3,069 | $1.19M | 1.52% | −251−7.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,103 | $1.21M | 0.30% | +391+14.4% | Added |
| Maven Securities LTD | 3,139 | $1.22M | 0.24% | −2,498−44.3% | Reduced |
| REDW Wealth LLC | 3,143 | $1.22M | 0.42% | −25−0.8% | Reduced |
| Vista Wealth Management Group, LLC | 3,161 | $1.23M | 0.15% | +55+1.8% | Added |
| Venturi Wealth Management, LLC | 3,162 | $1.23M | 0.11% | +211+7.2% | Added |
| Altrafin AG | 3,175 | $1.24M | 0.72% | +3,175 | New |
| Ashton Thomas Private Wealth, LLC | 3,186 | $1.24M | 0.12% | +892+38.9% | Added |
| Perpetual Investment Management Ltd | 3,200 | $1.25M | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,201 | $1.25M | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,237 | $1.26M | 0.33% | +512+18.8% | Added |
| GM Advisory Group, Inc. | 3,246 | $1.26M | 0.13% | +3+0.1% | Added |
| Avalon Investment & Advisory | 3,280 | $1.28M | 0.04% | −328−9.1% | Reduced |
| Credential Qtrade Securities Inc. | 3,294 | $1.28M | 0.09% | +824+33.4% | Added |
| Archford Capital Strategies, LLC | 3,296 | $1.28M | 0.29% | +617+23.0% | Added |
| AdvisorShares Investments LLC | 3,300 | $1.28M | 0.36% | +3,300 | New |
| Ellis Investment Partners, LLC | 3,308 | $1.29M | 0.35% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,309 | $1.29M | 0.05% | +238+7.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,315 | $1.30M | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,334 | $1.30M | 0.07% | −1,432−30.0% | Reduced |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.31M | 2.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,365 | $1.31M | 0.04% | +225+7.2% | Added |
| Dakota Wealth Management | 3,386 | $1.32M | 0.09% | −899−21.0% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,418 | $1.32M | 0.42% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,402 | $1.32M | 0.02% | +3,402 | New |
| Cigna Investments Inc | 3,411 | $1.33M | 0.28% | +9+0.3% | Added |
| Eads & Heald Wealth Management | 3,419 | $1.33M | 0.68% | +18+0.5% | Added |
| Jacobi Capital Management LLC | 3,439 | $1.34M | 0.17% | −10.0% | Reduced |
| Private Advisor Group, LLC | 7,707 | $1.35M | 0.07% | +391+5.3% | Added |
| WT Wealth Management | 3,464 | $1.35M | 0.66% | +111+3.3% | Added |
| Schechter Investment Advisors, LLC | 3,510 | $1.37M | 0.12% | −187−5.1% | Reduced |
| Zeke Capital Advisors, LLC | 3,518 | $1.37M | 0.09% | +1,988+129.9% | Added |
| Sequoia Financial Advisors, LLC | 3,593 | $1.40M | 0.03% | +1,032+40.3% | Added |
| Stock Yards Bank & Trust Co | 3,598 | $1.40M | 0.05% | +122+3.5% | Added |
| Andra AP-fonden | 3,600 | $1.40M | 0.04% | −6,300−63.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.40M | 0.17% | 00.0% | Unchanged |
| EJF Capital LLC | 3,600 | $1.40M | 0.44% | +600+20.0% | Added |
| Willow Creek Wealth Management Inc. | 3,693 | $1.44M | 0.24% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,726 | $1.45M | 0.03% | −234−5.9% | Reduced |
| Darwin Advisors, LLC | 3,702 | $1.46M | 0.38% | −260−6.6% | Reduced |
| Gofen & Glossberg LLC | 3,746 | $1.46M | 0.04% | +359+10.6% | Added |
| Dohj, LLC | 3,771 | $1.47M | 0.83% | +212+6.0% | Added |
| Pegasus Partners Ltd. | 3,791 | $1.48M | 0.24% | +576+17.9% | Added |
| Bridgeway Capital Management, LLC | 3,800 | $1.48M | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,803 | $1.48M | 0.00% | +308+8.8% | Added |
| Greenland Capital Management LP | 3,822 | $1.49M | 0.27% | +3,822 | New |
| Inlet Private Wealth, LLC | 3,828 | $1.49M | 0.39% | 00.0% | Unchanged |
| Signature Wealth Management Group | 3,841 | $1.50M | 0.73% | −555−12.6% | Reduced |
| Stiles Financial Services Inc | 3,865 | $1.50M | 0.86% | −140−3.5% | Reduced |
| Legacy Advisors, LLC | 3,880 | $1.51M | 0.28% | +1,398+56.3% | Added |
| Clarius Group, LLC | 3,893 | $1.51M | 0.14% | +207+5.6% | Added |
| Conway Capital Management, Inc. | 3,915 | $1.52M | 1.54% | −2,650−40.4% | Reduced |