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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 3,939 | $1.53M | 0.24% | −12−0.3% | Reduced |
| CIBC World Markets Inc. | 3,958 | $1.54M | 0.01% | +163+4.3% | Added |
| Scotia Capital Inc. | 3,964 | $1.54M | 0.01% | +2,911+276.4% | Added |
| Whitford Management LLC | 4,000 | $1.56M | 1.00% | +4,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.56M | 0.49% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,014 | $1.56M | 0.06% | −848−17.4% | Reduced |
| Scharf Investments, LLC | 4,018 | $1.56M | 0.05% | +1,179+41.5% | Added |
| Brown Brothers Harriman & Co | 4,054 | $1.58M | 0.01% | −97−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,055 | $1.58M | 0.08% | −120−2.9% | Reduced |
| Vetamer Capital Management, L.P. | 4,065 | $1.58M | 2.19% | −1,193−22.7% | Reduced |
| Coldstream Capital Management Inc | 4,115 | $1.60M | 0.06% | +4,115 | New |
| Panagora Asset Management Inc | 4,123 | $1.60M | 0.01% | −619−13.1% | Reduced |
| Novare Capital Management LLC | 4,133 | $1.61M | 0.19% | −16−0.4% | Reduced |
| Private Trust Co NA | 4,149 | $1.61M | 0.24% | −404−8.9% | Reduced |
| Mission Wealth Management, LP | 4,192 | $1.63M | 0.08% | +64+1.6% | Added |
| Wealthsource Partners, LLC | 4,196 | $1.63M | 0.12% | −49−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,829 | $1.64M | 0.10% | +98+2.6% | Added |
| Clean Yield Group | 4,228 | $1.65M | 0.71% | −221−5.0% | Reduced |
| CWM, LLC | 4,233 | $1.65M | 0.01% | +323+8.3% | Added |
| Freedom Day Solutions, LLC | 4,248 | $1.65M | 0.82% | −304−6.7% | Reduced |
| Bleakley Financial Group, LLC | 4,262 | $1.66M | 0.06% | +4,262 | New |
| Petredis Investment Advisors LLC | 4,285 | $1.67M | 0.30% | +4,285 | New |
| Evergreen Capital Management LLC | 4,300 | $1.67M | 0.08% | +347+8.8% | Added |
| Berger Financial Group, Inc | 4,328 | $1.68M | 0.22% | −200−4.4% | Reduced |
| Scott & Selber, Inc. | 4,335 | $1.69M | 0.76% | −17−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 4,339 | $1.69M | 0.09% | −1,832−29.7% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $1.69M | 0.34% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,346 | $1.69M | 0.64% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,348 | $1.69M | 0.12% | −878−16.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,365 | $1.70M | 0.52% | −117−2.6% | Reduced |
| Jefferies Financial Group Inc. | 4,399 | $1.71M | 0.03% | +4,399 | New |
| Shelton Capital Management | 4,400 | $1.71M | 0.18% | −26,384−85.7% | Reduced |
| Ninety One SA (PTY) Ltd | 4,427 | $1.72M | 0.56% | +785+21.6% | Added |
| Asset Dedication, LLC | 4,419 | $1.73M | 0.18% | −784−15.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $1.73M | 0.20% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,451 | $1.73M | 0.16% | −55−1.2% | Reduced |
| Fairfield, Bush & Co. | 4,456 | $1.73M | 1.14% | +26+0.6% | Added |
| D.A. Davidson & Co. | 4,496 | $1.75M | 0.02% | −103−2.2% | Reduced |
| Welch & Forbes LLC | 4,542 | $1.77M | 0.03% | 00.0% | Unchanged |
| Stonnington Group, LLC | 4,560 | $1.77M | 0.49% | −720−13.6% | Reduced |
| Security Asset Management | 4,576 | $1.78M | 0.99% | −50−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,579 | $1.78M | 0.14% | +435+10.5% | Added |
| Mirador Capital Partners LP | 4,612 | $1.80M | 0.42% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,638 | $1.81M | 0.27% | −3,373−42.1% | Reduced |
| First Personal Financial Services | 4,657 | $1.81M | 0.49% | −352−7.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,703 | $1.83M | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 4,712 | $1.83M | 0.51% | −292−5.8% | Reduced |
| Fiducient Advisors LLC | 4,715 | $1.84M | 0.54% | +4,715 | New |
| Signaturefd, LLC | 4,716 | $1.84M | 0.05% | −437−8.5% | Reduced |
| Quantinno Capital Management LP | 4,719 | $1.84M | 0.14% | −1,446−23.5% | Reduced |
| Toroso Investments, LLC | 4,724 | $1.84M | 0.07% | +139+3.0% | Added |
| Handelsinvest Investeringsforvaltning | 4,724 | $1.84M | 0.29% | +354+8.1% | Added |
| Outfitter Financial LLC | 4,755 | $1.85M | 1.68% | −60−1.2% | Reduced |
| Fiduciary Trust Co | 4,785 | $1.86M | 0.04% | −198−4.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,786 | $1.86M | 0.04% | −240−4.8% | Reduced |
| MV Capital Management, Inc. | 4,789 | $1.86M | 0.29% | +52+1.1% | Added |
| K.J. Harrison & Partners Inc | 3,548 | $1.87M | 0.37% | +524+17.3% | Added |
| Ironwood Financial, llc | 4,808 | $1.87M | 0.58% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,809 | $1.87M | 0.07% | +1,399+41.0% | Added |
| Acadian Asset Management LLC | 4,830 | $1.88M | 0.01% | −167−3.3% | Reduced |
| EFG Asset Management (North America) Corp. | 4,822 | $1.88M | 0.42% | +325+7.2% | Added |
| Advisors Asset Management, Inc. | 4,849 | $1.89M | 0.04% | −151−3.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,876 | $1.90M | 0.53% | +4,876 | New |
| Dynamic Advisor Solutions LLC | 4,887 | $1.90M | 0.13% | +505+11.5% | Added |
| Harfst & Associates, Inc. | 4,888 | $1.90M | 0.55% | +110+2.3% | Added |
| Axxcess Wealth Management, LLC | 4,895 | $1.91M | 0.16% | +771+18.7% | Added |
| Meeder Advisory Services, Inc. | 4,901 | $1.91M | 0.24% | +4,901 | New |
| Sound View Wealth Advisors Group, LLC | 3,102 | $1.94M | 0.21% | +1,793+137.0% | Added |
| Glynn Capital Management LLC | 5,000 | $1.95M | 0.47% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $1.95M | 0.39% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,025 | $1.96M | 0.09% | +2,445+94.8% | Added |
| Kornitzer Capital Management Inc | 5,047 | $1.96M | 0.04% | −525−9.4% | Reduced |
| Equitable Trust Co | 5,058 | $1.97M | 0.16% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,120 | $1.99M | 0.84% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 5,142 | $2.00M | 0.01% | +521+11.3% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $2.01M | 1.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 5,200 | $2.02M | 0.46% | −150−2.8% | Reduced |
| PFG Advisors | 5,224 | $2.03M | 0.20% | +262+5.3% | Added |
| Brasada Capital Management, LP | 5,230 | $2.04M | 0.47% | −1,463−21.9% | Reduced |
| MAI Capital Management | 5,270 | $2.05M | 0.03% | −830−13.6% | Reduced |
| Veriti Management LLC | 5,307 | $2.07M | 0.27% | +179+3.5% | Added |
| Monograph Wealth Advisors, LLC | 5,316 | $2.07M | 0.55% | +9+0.2% | Added |
| Aptus Capital Advisors, LLC | 5,355 | $2.08M | 0.07% | −17,263−76.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,388 | $2.10M | 0.03% | +550+11.4% | Added |
| Stratos Wealth Advisors, LLC | 5,400 | $2.10M | 0.18% | +2,201+68.8% | Added |
| Roberts Wealth Advisors, LLC | 5,382 | $2.11M | 1.02% | +53+1.0% | Added |
| Palisade Capital Management LLC | 5,430 | $2.11M | 0.06% | −719−11.7% | Reduced |
| Old National Bancorp | 5,437 | $2.12M | 0.07% | −575−9.6% | Reduced |
| E Fund Management Co., Ltd. | 5,487 | $2.14M | 0.18% | −184−3.2% | Reduced |
| Telemus Capital, LLC | 5,534 | $2.14M | 0.20% | −12−0.2% | Reduced |
| Martin Capital Advisors, LLP | 5,498 | $2.14M | 2.39% | +74+1.4% | Added |
| Kempen Capital Management N.V. | 5,558 | $2.16M | 0.06% | +552+11.0% | Added |
| Decatur Capital Management, Inc. | 5,559 | $2.16M | 1.56% | 00.0% | Unchanged |
| RVW Wealth, LLC | 5,579 | $2.17M | 0.28% | +20+0.4% | Added |
| Stonegate Investment Group, LLC | 5,653 | $2.20M | 0.10% | +5,653 | New |
| Compass Wealth Management LLC | 5,679 | $2.21M | 0.72% | +5,679 | New |
| Weil Company, Inc. | 5,731 | $2.23M | 1.01% | −317−5.2% | Reduced |
| ExodusPoint Capital Management, LP | 5,731 | $2.23M | 0.03% | −1,709−23.0% | Reduced |
| Park Avenue Securities LLC | 5,741 | $2.23M | 0.04% | +492+9.4% | Added |
| Fairbanks Capital Management, Inc. | 5,782 | $2.25M | 2.00% | 00.0% | Unchanged |