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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 1,042 | $405.6K | 0.12% | −70−6.3% | Reduced |
| Wharton Business Group, LLC | 1,035 | $403.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,034 | $402.5K | 0.02% | −94−8.3% | Reduced |
| Ethos Financial Group, LLC | 1,025 | $399.3K | 0.14% | +1,025 | New |
| Arkadios Wealth Advisors | 1,024 | $398.5K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,023 | $398.2K | 0.02% | −9−0.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,018 | $396.2K | 0.13% | +152+17.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,016 | $395.5K | 0.01% | +27+2.7% | Added |
| Integrated Wealth Concepts LLC | 1,015 | $395.0K | 0.01% | +20+2.0% | Added |
| Prestige Wealth Management Group LLC | 1,012 | $393.9K | 0.10% | +425+72.4% | Added |
| Crescent Grove Advisors, LLC | 1,006 | $391.6K | 0.04% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,004 | $390.8K | 0.07% | +158+18.7% | Added |
| Keel Point, LLC | 1,001 | $389.6K | 0.06% | +260+35.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $389.2K | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $389.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $389.0K | 0.34% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,007 | $389.0K | 0.01% | +605+150.5% | Added |
| Caldwell Trust Co | 999 | $388.8K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 993 | $386.5K | 0.05% | −10−1.0% | Reduced |
| Cable Hill Partners, LLC | 990 | $385.3K | 0.07% | −501−33.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 981 | $382.0K | 0.02% | −35−3.4% | Reduced |
| Gilbert & Cook, Inc. | 980 | $381.4K | 0.07% | −332−25.3% | Reduced |
| CoreFirst Bank & Trust | 980 | $381.4K | 0.29% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 974 | $381.2K | 0.12% | −5−0.5% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $377.0K | 0.10% | 00.0% | Unchanged |
| Barings LLC | 965 | $375.6K | 0.01% | −58−5.7% | Reduced |
| Studio Investment Management LLC | 964 | $375.2K | 0.12% | +46+5.0% | Added |
| Wealth Alliance | 957 | $372.7K | 0.07% | −383−28.6% | Reduced |
| William Allan, LLC | 951 | $370.2K | 0.31% | +84+9.7% | Added |
| Laurel Wealth Advisors, Inc. | 947 | $369.0K | 0.04% | −175−15.6% | Reduced |
| Ground Swell Capital, LLC | 947 | $368.6K | 1.64% | −269−22.1% | Reduced |
| Chapin Davis, Inc. | 946 | $368.2K | 0.21% | +946 | New |
| Avitas Wealth Management LLC | 943 | $367.0K | 0.08% | +1+0.1% | Added |
| Empowered Funds, LLC | 941 | $366.3K | 0.02% | +941 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 939 | $365.5K | 0.05% | +74+8.6% | Added |
| Edgestream Partners, L.P. | 934 | $363.5K | 0.04% | −843−47.4% | Reduced |
| Lavaca Capital LLC | 933 | $363.1K | 0.14% | +933 | New |
| Chimera Capital Management LLC | 932 | $362.8K | 0.10% | +932 | New |
| GraniteShares Advisors LLC | 928 | $361.2K | 0.30% | −109−10.5% | Reduced |
| Leavell Investment Management, Inc. | 927 | $361.0K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 926 | $360.4K | 0.21% | −95−9.3% | Reduced |
| Wealthstar Advisors, LLC | 925 | $360.0K | 0.16% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 924 | $359.6K | 0.10% | +179+24.0% | Added |
| New Millennium Group LLC | 919 | $357.4K | 0.38% | −27−2.9% | Reduced |
| First National Bank of Hutchinson | 916 | $356.5K | 0.30% | −177−16.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 915 | $356.0K | 0.03% | −75−7.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 913 | $355.4K | 0.01% | +913 | New |
| Redwood Investment Management, LLC | 912 | $355.0K | 0.05% | −413−31.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 912 | $355.0K | 0.26% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 911 | $354.6K | 0.22% | +2+0.2% | Added |
| Choate Investment Advisors | 911 | $354.6K | 0.02% | −284−23.8% | Reduced |
| Crewe Advisors LLC | 908 | $353.4K | 0.06% | +517+132.2% | Added |
| Okabena Investment Services Inc | 900 | $350.3K | 0.25% | −933−50.9% | Reduced |
| Telos Capital Management, Inc. | 900 | $350.3K | 0.05% | −300−25.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $350.3K | 0.15% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $350.3K | 0.25% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 898 | $349.5K | 0.03% | +264+41.6% | Added |
| Twinbeech Capital LP | 894 | $348.0K | 0.01% | +894 | New |
| Graypoint LLC | 893 | $347.7K | 0.04% | −327−26.8% | Reduced |
| Moloney Securities Asset Management, LLC | 875 | $340.6K | 0.08% | +875 | New |
| Pacific Global Investment Management CO | 873 | $339.8K | 0.08% | +1+0.1% | Added |
| First Affirmative Financial Network | 869 | $338.3K | 0.41% | +215+32.9% | Added |
| Pathway Financial Advisors LLC | 869 | $338.2K | 0.10% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 865 | $336.8K | 0.20% | −4−0.5% | Reduced |
| Atlantic Trust, LLC | 863 | $336.0K | 0.11% | +2+0.2% | Added |
| MONECO Advisors, LLC | 860 | $334.6K | 0.12% | +1+0.1% | Added |
| ASB Consultores, LLC | 857 | $333.6K | 0.14% | −360−29.6% | Reduced |
| Alpha Omega Wealth Management LLC | 855 | $332.8K | 0.06% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 854 | $332.4K | 0.06% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 854 | $332.4K | 0.25% | +854 | New |
| Journey Advisory Group, LLC | 854 | $332.2K | 0.08% | −53−5.8% | Reduced |
| International Assets Investment Management, LLC | 30,777 | $331.6K | 0.03% | +30,777 | New |
| Resources Investment Advisors, LLC. | 851 | $331.3K | 0.01% | −119−12.3% | Reduced |
| Cooper Financial Group | 848 | $330.2K | 0.10% | +211+33.1% | Added |
| Comerica Securities,inc. | 847 | $329.7K | 0.02% | +94+12.5% | Added |
| MSH Capital Advisors LLC | 841 | $327.4K | 0.15% | −29−3.3% | Reduced |
| Everhart Financial Group, Inc. | 839 | $326.6K | 0.16% | −686−45.0% | Reduced |
| Journey Strategic Wealth LLC | 835 | $325.0K | 0.04% | −60−6.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 835 | $325.0K | 0.01% | +69+9.0% | Added |
| Beaumont Financial Advisors, LLC | 833 | $324.2K | 0.03% | +833 | New |
| Traynor Capital Management, Inc. | 830 | $323.1K | 0.06% | +10+1.2% | Added |
| Wealth Management Associates, Inc. | 826 | $321.5K | 0.21% | −375−31.2% | Reduced |
| DuPont Capital Management Corp | 825 | $321.1K | 0.02% | −219−21.0% | Reduced |
| AdvisorNet Financial, Inc | 815 | $317.2K | 0.03% | −20−2.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 812 | $316.0K | 0.03% | +3+0.4% | Added |
| Tufton Capital Management | 810 | $315.3K | 0.07% | +15+1.9% | Added |
| Arrow Financial Corp | 810 | $315.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 806 | $313.8K | 0.05% | +24+3.1% | Added |
| Bourne Lent Asset Management Inc | 805 | $313.5K | 0.13% | +1+0.1% | Added |
| Elgethun Capital Management | 806 | $312.2K | 0.11% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 800 | $311.4K | 0.14% | 00.0% | Unchanged |
| FORA Capital, LLC | 800 | $311.4K | 0.05% | +800 | New |
| Alta Advisers Ltd | 800 | $311.0K | 0.19% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 795 | $309.4K | 0.02% | −97−10.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 795 | $309.4K | 0.07% | +12+1.5% | Added |
| Veracity Capital LLC | 791 | $307.8K | 0.15% | −4−0.5% | Reduced |
| Curated Wealth Partners LLC | 790 | $307.5K | 0.07% | +202+34.4% | Added |
| Hamilton Point Investment Advisors, LLC | 789 | $307.1K | 0.08% | −111−12.3% | Reduced |
| Oakworth Capital, Inc. | 788 | $306.7K | 0.03% | −21−2.6% | Reduced |
| GeoWealth Management, LLC | 785 | $305.0K | 0.03% | −826−51.3% | Reduced |