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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 2,116 | $818.0K | 0.21% | +692+48.6% | Added |
| Tilia Fiduciary Partners, Inc. | 2,093 | $814.6K | 0.78% | +78+3.9% | Added |
| Benjamin Edwards Inc | 2,090 | $813.0K | 0.21% | +20+1.0% | Added |
| Cresset Asset Management, LLC | 15,885 | $803.3K | 0.01% | −1,340−7.8% | Reduced |
| Ballentine Partners, LLC | 2,043 | $795.2K | 0.02% | +51+2.6% | Added |
| McRae Capital Management Inc | 2,035 | $792.2K | 0.23% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,035 | $791.9K | 0.11% | −16−0.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,024 | $790.9K | 0.06% | +81+4.2% | Added |
| Moss Adams Wealth Advisors LLC | 1,998 | $777.7K | 0.39% | +1,998 | New |
| Burney Co | 1,993 | $775.7K | 0.04% | +159+8.7% | Added |
| Ramiah Investment Group | 1,983 | $771.8K | 1.48% | +1,983 | New |
| Forbes J M & Co LLP | 1,963 | $764.0K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,959 | $762.7K | 0.14% | +18+0.9% | Added |
| Palisades Hudson Asset Management, L.P. | 1,956 | $761.0K | 0.42% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,946 | $757.4K | 0.03% | −5,658−74.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,791 | $757.0K | 0.02% | +28+1.6% | Added |
| Brookstone Capital Management | 1,953 | $754.9K | 0.02% | −9−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,931 | $751.6K | 0.02% | −63−3.2% | Reduced |
| Barr E S & Co | 1,909 | $743.0K | 0.06% | 00.0% | Unchanged |
| Barbara Oil Co. | 1,900 | $739.5K | 0.35% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,899 | $739.1K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,742 | $738.0K | 0.04% | +22+1.3% | Added |
| Family Legacy, Inc. | 1,833 | $736.8K | 0.32% | +118+6.9% | Added |
| Ergoteles LLC | 1,882 | $732.5K | 0.03% | −12,695−87.1% | Reduced |
| Sargent Investment Group, LLC | 1,880 | $731.7K | 0.23% | 00.0% | Unchanged |
| STF Management LP | 1,873 | $729.0K | 1.05% | +1,873 | New |
| Headlands Technologies LLC | 1,845 | $718.0K | 0.57% | +1,845 | New |
| Sentry Investment Management LLC | 1,832 | $713.0K | 0.31% | −243−11.7% | Reduced |
| Evanson Asset Management, LLC | 1,829 | $711.9K | 0.08% | −76−4.0% | Reduced |
| Bishop Rock Capital, L.P. | 1,819 | $708.0K | 0.94% | −7,431−80.3% | Reduced |
| Verdence Capital Advisors LLC | 1,813 | $705.6K | 0.09% | −1−0.1% | 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 |
| Cutler Group LP | 1,800 | $700.0K | 0.09% | −3,781−67.7% | Reduced |
| Davidson Capital Management Inc. | 1,781 | $693.2K | 0.48% | +1,781 | New |
| Qtron Investments LLC | 1,771 | $689.3K | 0.14% | −479−21.3% | Reduced |
| DoubleLine ETF Adviser LP | 1,768 | $688.1K | 0.35% | +1,768 | New |
| Red Spruce Capital, LLC | 1,765 | $687.0K | 0.44% | 00.0% | Unchanged |
| Advisor Resource Council | 1,757 | $683.9K | 0.41% | −794−31.1% | Reduced |
| Symmetry Partners, LLC | 1,755 | $683.0K | 0.04% | −574−24.6% | Reduced |
| Capital Investment Advisors, LLC | 1,749 | $681.0K | 0.02% | −1,095−38.5% | Reduced |
| Kensington Investment Counsel, LLC | 1,739 | $676.9K | 0.53% | −76−4.2% | Reduced |
| CX Institutional | 1,737 | $676.1K | 0.04% | +1,174+208.5% | Added |
| Wedmont Private Capital | 1,747 | $675.3K | 0.10% | −30−1.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $673.7K | 0.33% | 00.0% | Unchanged |
| Optas, LLC | 1,729 | $673.0K | 0.28% | −61−3.4% | Reduced |
| Monetary Management Group Inc | 1,725 | $671.4K | 0.21% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,720 | $669.5K | 0.46% | −100−5.5% | Reduced |
| Boston Family Office LLC | 1,689 | $657.0K | 0.05% | −275−14.0% | Reduced |
| Accretive Wealth Partners, LLC | 1,680 | $654.0K | 0.45% | +65+4.0% | Added |
| Parthenon LLC | 1,675 | $651.9K | 0.11% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,674 | $651.6K | 0.04% | +143+9.3% | Added |
| Evercore Wealth Management, LLC | 1,664 | $647.7K | 0.01% | +397+31.3% | Added |
| Bahl & Gaynor Inc | 1,663 | $647.3K | 0.00% | +91+5.8% | Added |
| PAX Financial Group, LLC | 1,655 | $644.2K | 0.16% | −147−8.2% | Reduced |
| Argent Trust Co | 1,651 | $642.6K | 0.04% | −14−0.8% | Reduced |
| Heritage Wealth Advisors | 1,643 | $639.5K | 0.04% | +172+11.7% | Added |
| United Bank | 1,642 | $639.1K | 0.09% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,639 | $637.9K | 0.05% | −6,378−79.6% | Reduced |
| Americana Partners, LLC | 1,672 | $637.7K | 0.11% | +132+8.6% | Added |
| Valeo Financial Advisors, LLC | 1,632 | $635.2K | 0.03% | +1,043+177.1% | Added |
| Oliver Luxxe Assets LLC | 1,625 | $632.5K | 0.18% | +25+1.6% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $631.3K | 0.18% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,617 | $629.4K | 0.05% | +963+147.2% | Added |
| Proficio Capital Partners LLC | 1,615 | $629.1K | 0.12% | −4−0.2% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $623.0K | 0.07% | −16−1.0% | Reduced |
| Pinnacle Financial Partners Inc | 1,600 | $622.8K | 0.02% | −122−7.1% | Reduced |
| Ardsley Advisory Partners LP | 1,600 | $622.8K | 0.16% | +250+18.5% | Added |
| Beverly Hills Private Wealth, LLC | 1,597 | $621.6K | 0.27% | +1,597 | New |
| Oxford Financial Group Ltd | 1,594 | $620.4K | 0.07% | +258+19.3% | Added |
| SRN Advisors, LLC | 1,584 | $616.5K | 0.61% | −9−0.6% | Reduced |
| Jacobsen Capital Management | 1,577 | $614.0K | 0.33% | +1,577 | New |
| Congress Park Capital LLC | 1,575 | $613.0K | 0.39% | +150+10.5% | Added |
| Plimoth Trust Co LLC | 1,565 | $609.0K | 0.20% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,560 | $607.2K | 0.02% | −17−1.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,549 | $605.5K | 0.08% | −66−4.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,551 | $603.9K | 0.06% | +2+0.1% | Added |
| Pinnbrook Capital Management LP | 1,551 | $603.7K | 1.33% | −4,411−74.0% | Reduced |
| Proffitt & Goodson Inc | 1,544 | $601.0K | 0.13% | −87−5.3% | Reduced |
| Focus Financial Network, Inc. | 1,537 | $598.2K | 0.05% | +124+8.8% | Added |
| Northern Financial Advisors Inc | 1,530 | $595.5K | 0.67% | +1,530 | New |
| CNB Bank | 1,528 | $594.7K | 0.37% | +91+6.3% | Added |
| Fort Pitt Capital Group, LLC | 1,525 | $593.6K | 0.02% | −108−6.6% | Reduced |
| Cubist Systematic Strategies, LLC | 1,519 | $591.2K | 0.01% | −23,259−93.9% | Reduced |
| Catalyst Private Wealth, LLC | 1,517 | $590.4K | 0.48% | −186−10.9% | Reduced |
| Clearstead Advisors, LLC | 1,516 | $590.2K | 0.05% | +3+0.2% | Added |
| Valmark Advisers, Inc. | 1,516 | $590.1K | 0.01% | −9−0.6% | Reduced |
| Intrust Bank NA | 1,512 | $588.5K | 0.08% | +132+9.6% | Added |
| Cardiff Park Advisors, LLC | 1,510 | $587.7K | 0.08% | +1,510 | New |
| Texas Capital Bancshares Inc | 1,494 | $581.5K | 0.41% | +5+0.3% | Added |
| DGS Capital Management, LLC | 1,493 | $581.1K | 0.38% | −516−25.7% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $578.4K | 0.25% | −100−6.3% | Reduced |
| ETF Managers Group, LLC | 1,482 | $576.8K | 0.03% | +56+3.9% | Added |
| Smithfield Trust Co | 1,466 | $575.0K | 0.04% | −10−0.7% | Reduced |
| Hoxton Planning & Management, LLC | 1,472 | $572.9K | 0.30% | +1,472 | New |
| Ancora Advisors, LLC | 1,468 | $572.0K | 0.02% | −92−5.9% | Reduced |
| Unigestion Holding SA | 1,450 | $566.8K | 0.03% | +1,450 | New |
| Symphony Financial, Ltd. Co. | 1,442 | $566.6K | 0.15% | −1,538−51.6% | Reduced |
| Claro Advisors LLC | 1,451 | $564.8K | 0.18% | +1,451 | New |
| Advisors Capital Management, LLC | 1,442 | $561.0K | 0.02% | −168−10.4% | Reduced |