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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 1,439 | $560.1K | 0.11% | +1,439 | New |
| Zions Bancorporation, N.A. | 1,438 | $559.7K | 0.04% | −34−2.3% | Reduced |
| Penserra Capital Management LLC | 1,437 | $559.0K | 0.01% | +79+5.8% | Added |
| Concentric Wealth Management, LLC | 1,430 | $556.6K | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,415 | $550.7K | 0.02% | +70+5.2% | Added |
| Howland Capital Management LLC | 1,414 | $550.4K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Beck Bode, LLC | 1,407 | $547.6K | 0.12% | +1,407 | New |
| Hohimer Wealth Management, LLC | 1,405 | $546.9K | 0.17% | +1,405 | New |
| Community Capital Management, Inc. | 1,400 | $544.9K | 0.71% | +675+93.1% | Added |
| First Commonwealth Financial Corp | 1,395 | $543.0K | 0.20% | +39+2.9% | Added |
| TrinityPoint Wealth, LLC | 1,392 | $542.0K | 0.12% | +112+8.8% | Added |
| Delta Financial Group, Inc. | 1,408 | $540.0K | 0.24% | +1,408 | New |
| Baldwin Brothers Inc | 1,383 | $538.3K | 0.05% | +5+0.4% | Added |
| Meridian Wealth Management, LLC | 1,378 | $536.3K | 0.05% | +564+69.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,368 | $532.5K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,361 | $529.7K | 0.01% | −2,560−65.3% | 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 |
| Allworth Financial LP | 1,356 | $527.9K | 0.01% | −317−18.9% | Reduced |
| Act Wealth Management, LLC | 1,350 | $525.4K | 0.33% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,345 | $524.0K | 0.07% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,345 | $523.5K | 0.17% | +101+8.1% | Added |
| Epic Trust Investment Advisors, LLC | 1,343 | $523.0K | 0.79% | −54−3.9% | Reduced |
| Brighton Jones LLC | 1,343 | $522.6K | 0.03% | +26+2.0% | Added |
| Kolinsky Wealth Management, LLC | 1,341 | $522.0K | 0.60% | +85+6.8% | Added |
| Conestoga Capital Advisors, LLC | 1,340 | $521.6K | 0.01% | −40−2.9% | Reduced |
| New Hampshire Trust | 1,336 | $520.0K | 0.14% | +1,336 | New |
| Harbor Group, Inc. | 1,329 | $517.3K | 0.33% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,325 | $515.7K | 0.05% | +38+3.0% | Added |
| Alta Wealth Advisors LLC | 1,312 | $510.7K | 0.34% | −37−2.7% | Reduced |
| AMG National Trust Bank | 1,311 | $510.3K | 0.02% | −328−20.0% | Reduced |
| Applied Capital LLC | 1,308 | $509.1K | 0.51% | +1,308 | New |
| 1st Source Bank | 1,306 | $508.3K | 0.03% | −58−4.3% | Reduced |
| Little House Capital LLC | 1,302 | $506.8K | 0.25% | −146−10.1% | Reduced |
| Gyon Technologies Capital Management, LP | 1,294 | $503.7K | 0.19% | +1,294 | New |
| Integrated Advisors Network LLC | 1,292 | $502.9K | 0.03% | −28−2.1% | Reduced |
| Pinnacle Associates Ltd | 1,287 | $501.1K | 0.01% | −1,129−46.7% | 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 |
| Heron Financial Group, LLC | 1,321 | $496.2K | 0.33% | −10−0.8% | Reduced |
| Investors Research Corp | 1,252 | $487.3K | 0.13% | 00.0% | Unchanged |
| Balentine LLC | 1,249 | $486.1K | 0.02% | −2,478−66.5% | Reduced |
| Richard W. Paul & Associates, LLC | 1,244 | $484.4K | 0.24% | +1,244 | New |
| Neo Ivy Capital Management | 1,242 | $483.0K | 0.33% | +1,242 | New |
| North Star Investment Management Corp. | 1,240 | $482.6K | 0.04% | +10+0.8% | Added |
| Sand Hill Global Advisors, LLC | 1,219 | $474.5K | 0.03% | −4−0.3% | Reduced |
| S&CO Inc | 1,216 | $473.0K | 0.04% | +20+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,215 | $472.9K | 0.25% | −62−4.9% | Reduced |
| SS&H Financial Advisors, Inc. | 1,208 | $470.2K | 0.22% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,207 | $470.0K | 0.04% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,203 | $468.3K | 0.18% | −1,740−59.1% | Reduced |
| Principle Wealth Partners LLC | 1,202 | $468.0K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,202 | $467.9K | 0.05% | +421+53.9% | Added |
| Buckingham Strategic Partners | 1,200 | $467.3K | 0.04% | −310−20.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 1,200 | $467.1K | 0.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,199 | $466.6K | 0.11% | +32+2.7% | Added |
| First National Trust Co | 1,195 | $465.1K | 0.02% | −33−2.7% | Reduced |
| Axiom Advisory, LLC | 1,195 | $465.0K | 0.49% | +2+0.2% | Added |
| Childress Capital Advisors, LLC | 1,189 | $462.8K | 0.15% | +292+32.6% | Added |
| Gladstone Institutional Advisory LLC | 1,187 | $462.0K | 0.03% | −1,164−49.5% | Reduced |
| Spire Wealth Management | 1,188 | $462.0K | 0.03% | +19+1.6% | Added |
| Garrett Investment Advisors LLC | 1,185 | $461.2K | 0.08% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,183 | $460.0K | 0.15% | −203−14.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,181 | $460.0K | 0.03% | −19−1.6% | Reduced |
| Chicago Trust Co NA | 1,181 | $460.0K | 0.11% | +107+10.0% | Added |
| Modera Wealth Management, LLC | 1,181 | $459.7K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,178 | $458.5K | 0.08% | −100−7.8% | Reduced |
| Stanley-Laman Group, Ltd. | 1,165 | $453.4K | 0.09% | −169−12.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,164 | $452.9K | 0.05% | +20+1.7% | Added |
| Truvestments Capital LLC | 1,162 | $452.2K | 0.26% | +30+2.7% | Added |
| Ulland Investment Advisors, LLC | 1,155 | $450.0K | 0.54% | −480−29.4% | Reduced |
| Horizon Family Wealth, Inc. | 1,149 | $447.3K | 0.52% | −1−0.1% | Reduced |
| Parsec Financial Management, Inc. | 1,148 | $446.8K | 0.02% | −70−5.7% | Reduced |
| Trellis Advisors, LLC | 1,148 | $446.8K | 0.23% | −8−0.7% | Reduced |
| Whalerock Point Partners, LLC | 1,145 | $445.7K | 0.18% | +30+2.7% | Added |
| Institute for Wealth Management, LLC. | 1,137 | $442.4K | 0.09% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,136 | $442.2K | 0.35% | +48+4.4% | Added |
| Eqis Capital Management, Inc. | 1,133 | $440.9K | 0.05% | −119−9.5% | Reduced |
| FineMark National Bank & Trust | 1,132 | $440.6K | 0.02% | +43+3.9% | Added |
| NVWM, LLC | 1,130 | $439.8K | 0.16% | −687−37.8% | Reduced |
| Camden Capital, LLC | 1,122 | $436.6K | 0.07% | −145−11.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,105 | $430.1K | 0.48% | −81−6.8% | Reduced |
| RMR Wealth Builders | 1,103 | $429.2K | 0.10% | +43+4.1% | Added |
| Concorde Asset Management, LLC | 1,087 | $423.2K | 0.38% | +1+0.1% | Added |
| Wealth Architects, LLC | 1,080 | $420.4K | 0.08% | −23−2.1% | Reduced |
| Boenning & Scattergood, Inc. | 874 | $420.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,071 | $417.0K | 0.03% | −16−1.5% | Reduced |
| Pallas Capital Advisors LLC | 1,036 | $412.5K | 0.04% | −92−8.2% | Reduced |
| Avestar Capital, LLC | 1,059 | $412.4K | 0.09% | +42+4.1% | Added |
| Forum Financial Management, LP | 1,059 | $412.2K | 0.01% | −370−25.9% | Reduced |
| Donoghue Forlines LLC | 1,059 | $412.2K | 0.15% | −122−10.3% | Reduced |
| Magnus Financial Group LLC | 1,058 | $411.9K | 0.07% | +4+0.4% | Added |
| Level Four Advisory Services, LLC | 1,058 | $411.8K | 0.03% | +28+2.7% | Added |
| Yarbrough Capital, LLC | 1,055 | $410.6K | 0.03% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,054 | $410.2K | 0.32% | +1,054 | New |
| Transform Wealth, LLC | 1,043 | $406.0K | 0.05% | 00.0% | Unchanged |