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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 783 | $304.8K | 0.13% | −40−4.9% | Reduced |
| Legacy Bridge, LLC | 782 | $304.4K | 0.22% | +87+12.5% | Added |
| Grove Bank & Trust | 780 | $304.0K | 0.07% | +14+1.8% | Added |
| Sigma Planning Corp | 779 | $303.4K | 0.01% | −126−13.9% | Reduced |
| TCI Wealth Advisors, Inc. | 778 | $302.8K | 0.04% | +97+14.2% | Added |
| Apeiron RIA LLC | 775 | $301.5K | 0.12% | +13+1.7% | Added |
| Royal Fund Management, LLC | 774 | $301.3K | 0.05% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 770 | $300.0K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 768 | $298.9K | 0.04% | −390−33.7% | Reduced |
| Principal Street Partners, LLC | 766 | $298.2K | 0.08% | +141+22.6% | Added |
| Plancorp, LLC | 764 | $297.4K | 0.02% | +6+0.8% | Added |
| Avenue 1 Advisors, LLC | 760 | $295.8K | 0.17% | −31−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 760 | $295.8K | 0.05% | +253+49.9% | Added |
| Orchard Capital Managment, LLC | 759 | $295.4K | 0.10% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 756 | $294.3K | 0.02% | +17+2.3% | Added |
| Aaron Wealth Advisors | 755 | $293.9K | 0.04% | −260−25.6% | Reduced |
| TRUE Private Wealth Advisors | 754 | $293.6K | 0.05% | +118+18.6% | Added |
| Summit Trail Advisors, LLC | 753 | $293.3K | 0.01% | +57+8.2% | Added |
| Gill Capital Partners, LLC | 753 | $293.1K | 0.14% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 747 | $290.7K | 0.16% | −2,602−77.7% | Reduced |
| RHS Financial, LLC | 745 | $290.0K | 0.23% | −93−11.1% | Reduced |
| Trillium Asset Management, LLC | 746 | $290.0K | 0.01% | +746 | New |
| Family Firm, Inc. | 743 | $289.4K | 0.08% | +1+0.1% | Added |
| Ifrah Financial Services, Inc. | 741 | $288.5K | 0.09% | −17−2.2% | Reduced |
| Successful Portfolios LLC | 739 | $288.0K | 0.19% | −43−5.5% | Reduced |
| Stevens Capital Management LP | 735 | $286.0K | 0.18% | −1,474−66.7% | Reduced |
| Diversified Investment Strategies, LLC | 733 | $285.3K | 0.22% | −29−3.8% | Reduced |
| Fishman Jay A Ltd | 732 | $284.9K | 0.04% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $283.7K | 0.34% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 725 | $282.2K | 0.07% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 723 | $281.4K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 722 | $281.0K | 0.02% | −9−1.2% | Reduced |
| Planned Solutions, Inc. | 722 | $281.0K | 0.21% | 00.0% | Unchanged |
| Thomasville National Bank | 721 | $281.0K | 0.03% | 00.0% | Unchanged |
| Financial Architects, Inc | 721 | $280.6K | 0.05% | −1−0.1% | Reduced |
| South State Corp. | 721 | $280.6K | 0.03% | −3−0.4% | Reduced |
| We Are One Seven, LLC | 721 | $280.6K | 0.03% | +46+6.8% | Added |
| Bernardo Wealth Planning LLC | 718 | $279.5K | 0.13% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 717 | $279.1K | 0.00% | +717 | New |
| Malaga Cove Capital, LLC | 715 | $278.3K | 0.15% | +715 | New |
| Column Capital Advisors, LLC | 713 | $277.5K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 698 | $275.9K | 0.33% | +698 | New |
| Verity Asset Management, Inc. | 708 | $275.6K | 0.24% | −51−6.7% | Reduced |
| David Loasby | 692 | $273.6K | 0.04% | +692 | New |
| Two Sigma Investments, LP | 700 | $272.5K | 0.00% | −22,153−96.9% | Reduced |
| Capital Investment Counsel, Inc | 700 | $272.5K | 0.06% | +700 | New |
| Essex Financial Services, Inc. | 700 | $272.0K | 0.03% | −22−3.0% | Reduced |
| D.B. Root & Company, LLC | 695 | $270.5K | 0.11% | +695 | New |
| Great Diamond Partners, LLC | 693 | $269.7K | 0.08% | +7+1.0% | Added |
| Kennon-Green & Company, LLC | 692 | $269.3K | 0.27% | +692 | New |
| Walter & Keenan Financial Consulting Co | 690 | $268.6K | 0.11% | −275−28.5% | Reduced |
| Sonoma Private Wealth LLC | 687 | $267.6K | 0.59% | +687 | New |
| PDS Planning, Inc | 687 | $267.4K | 0.04% | +87+14.5% | Added |
| MJP Associates Inc | 683 | $265.8K | 0.08% | +56+8.9% | Added |
| LWMG, LLC | 679 | $264.3K | 0.09% | +679 | New |
| WP Advisors, LLC | 679 | $264.2K | 0.12% | −27−3.8% | Reduced |
| Kaizen Financial Strategies | 670 | $263.4K | 0.26% | −62−8.5% | Reduced |
| John G Ullman & Associates Inc | 675 | $263.0K | 0.04% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $262.3K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 672 | $261.6K | 0.07% | −20−2.9% | Reduced |
| Parkside Financial Bank & Trust | 667 | $259.6K | 0.07% | +9+1.4% | Added |
| Concentrum Wealth Management | 665 | $258.8K | 0.23% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 660 | $256.9K | 0.26% | −119−15.3% | Reduced |
| Prospera Financial Services Inc | 657 | $255.9K | 0.01% | +31+5.0% | Added |
| Atom Investors LP | 656 | $255.3K | 0.13% | −88−11.8% | Reduced |
| Point72 Middle East FZE | 656 | $255.3K | 0.02% | +656 | New |
| WR Wealth Planners, LLC | 647 | $251.8K | 0.16% | +10+1.6% | Added |
| Guyasuta Investment Advisors Inc | 646 | $251.4K | 0.02% | +25+4.0% | Added |
| Corundum Group, Inc. | 644 | $251.0K | 0.14% | +53+9.0% | Added |
| Hummer Financial Advisory Services Inc | 640 | $249.1K | 0.27% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 638 | $248.3K | 0.07% | +6+0.9% | Added |
| Berkshire Bank | 637 | $247.9K | 0.08% | −27−4.1% | Reduced |
| Intelligence Driven Advisers, LLC | 640 | $247.3K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 634 | $246.8K | 0.04% | −400−38.7% | Reduced |
| Belpointe Asset Management LLC | 632 | $246.1K | 0.01% | −107−14.5% | Reduced |
| Global Retirement Partners, LLC | 632 | $246.1K | 0.02% | +35+5.9% | Added |
| Camden National Bank | 632 | $246.0K | 0.05% | −5−0.8% | Reduced |
| Somerville Kurt F | 630 | $245.2K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 630 | $245.0K | 0.04% | −60−8.7% | Reduced |
| JJJ Advisors Inc. | 617 | $244.8K | 0.07% | −94−13.2% | Reduced |
| L2 Asset Management, LLC | 626 | $243.7K | 0.16% | +75+13.6% | Added |
| Tranquility Partners, LLC | 624 | $242.9K | 0.12% | +624 | New |
| Altfest L J & Co Inc | 622 | $242.0K | 0.04% | −718−53.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 620 | $241.4K | 0.06% | −5−0.8% | Reduced |
| Sonora Investment Management Group, LLC | 620 | $241.3K | 0.02% | −1−0.2% | Reduced |
| HighVista Strategies LLC | 620 | $241.3K | 0.14% | +620 | New |
| Proequities, Inc. | 619 | $240.9K | 0.02% | +464+299.4% | Added |
| Moors & Cabot, Inc. | 618 | $240.7K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 617 | $240.1K | 0.03% | +617 | New |
| Clarus Wealth Advisors | 616 | $239.4K | 0.16% | +616 | New |
| Fulton Bank, N.A. | 613 | $239.0K | 0.01% | +613 | New |
| Nixon Peabody Trust Co | 611 | $237.8K | 0.19% | +5+0.8% | Added |
| Nelson Capital Management, LLC | 611 | $237.8K | 0.07% | +611 | New |
| CenterBook Partners LP | 610 | $237.4K | 0.04% | +48+8.5% | Added |
| Koshinski Asset Management, Inc. | 610 | $237.4K | 0.02% | +610 | New |
| Southern Capital Advisors, LLC | 610 | $237.4K | 0.18% | +1+0.2% | Added |
| Diversified Portfolios, Inc. | 610 | $237.2K | 0.05% | −84−12.1% | Reduced |
| TCTC Holdings, LLC | 609 | $237.0K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 607 | $236.1K | 0.04% | −3,834−86.3% | Reduced |
| Loomis Sayles & Co L P | 606 | $236.0K | 0.00% | +560+1,217.4% | Added |