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 |
|---|---|---|---|---|---|
| Westwood Management Corp | 600 | $234.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $234.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $234.0K | 0.28% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 605 | $233.6K | 0.14% | +5+0.8% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $233.5K | 0.08% | −3−0.5% | Reduced |
| East Coast Asset Management, LLC. | 600 | $233.5K | 0.12% | 00.0% | Unchanged |
| Gouws Capital LLC | 600 | $233.5K | 0.22% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $233.5K | 0.14% | +600 | New |
| IMPACTfolio, LLC | 596 | $232.0K | 0.22% | +33+5.9% | Added |
| Wealthcare Advisory Partners LLC | 592 | $230.3K | 0.01% | +32+5.7% | Added |
| MQS Management LLC | 590 | $229.6K | 0.16% | +590 | New |
| Caxton Associates LP | 589 | $229.3K | 0.02% | +589 | New |
| Vigilare Wealth Management | 588 | $228.9K | 0.13% | −95−13.9% | Reduced |
| Lifeworks Advisors, LLC | 588 | $228.9K | 0.13% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 587 | $228.5K | 0.03% | +48+8.9% | Added |
| TFB Advisors LLC | 587 | $228.5K | 0.19% | +587 | New |
| Warren Averett Asset Management, LLC | 582 | $226.6K | 0.01% | +5+0.9% | Added |
| KCM Investment Advisors LLC | 581 | $226.0K | 0.01% | +4+0.7% | Added |
| Geneos Wealth Management Inc. | 580 | $225.7K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 579 | $225.5K | 0.07% | +1+0.2% | Added |
| Legacy Financial Advisors, Inc. | 576 | $224.2K | 0.05% | −415−41.9% | Reduced |
| Eagle Ridge Investment Management | 576 | $224.2K | 0.03% | +1+0.2% | Added |
| New England Research & Management, Inc. | 575 | $224.0K | 0.13% | −25−4.2% | Reduced |
| Vantage Consulting Group Inc | 571 | $222.2K | 0.13% | +27+5.0% | Added |
| Syntax Advisors, LLC | 571 | $222.2K | 0.19% | +27+5.0% | Added |
| QCM Cayman, Ltd. | 570 | $221.9K | 3.41% | −126−18.1% | Reduced |
| Marcum Wealth, LLC | 566 | $220.3K | 0.03% | +566 | New |
| Momentum Advisors, LLC | 561 | $218.5K | 0.22% | −1−0.2% | Reduced |
| Gradient Capital Advisors, LLC | 560 | $218.0K | 0.10% | +18+3.3% | Added |
| Synergy Financial Group, LTD | 558 | $217.2K | 0.43% | −38−6.4% | Reduced |
| Freestone Capital Holdings, LLC | 558 | $217.2K | 0.01% | −15−2.6% | Reduced |
| Bigelow Investment Advisors, LLC | 557 | $216.8K | 0.13% | +7+1.3% | Added |
| Capital Advisors, Ltd. LLC | 554 | $216.0K | 0.04% | −514−48.1% | Reduced |
| Peterson Wealth Management | 553 | $215.2K | 0.22% | +553 | New |
| Machina Capital S.A.S. | 551 | $214.5K | 0.40% | −102−15.6% | Reduced |
| EverSource Wealth Advisors, LLC | 548 | $213.3K | 0.03% | −131−19.3% | Reduced |
| PFS Investments Inc. | 544 | $212.0K | 0.00% | −42−7.2% | Reduced |
| Alera Investment Advisors, LLC | 544 | $211.7K | 0.05% | −66−10.8% | Reduced |
| Unique Wealth, LLC | 544 | $211.7K | 0.11% | +544 | New |
| RIA Advisory Group LLC | 555 | $209.8K | 0.12% | +555 | New |
| Ameritas Advisory Services, LLC | 537 | $208.9K | 0.01% | +4+0.8% | Added |
| High Falls Advisors, Inc | 536 | $208.6K | 0.06% | +1+0.2% | Added |
| Alpha Family Trust | 535 | $208.2K | 0.19% | +535 | New |
| Edmond de Rothschild Holding S.A. | 531 | $206.7K | 0.00% | −55−9.4% | Reduced |
| Centaurus Financial, Inc. | 531 | $206.0K | 0.02% | +20+3.9% | Added |
| Echo45 Advisors LLC | 526 | $204.7K | 0.18% | −26−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 524 | $204.0K | 0.01% | +524 | New |
| M Holdings Securities, Inc. | 521 | $203.0K | 0.02% | −212−28.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 520 | $202.4K | 0.04% | −17−3.2% | Reduced |
| XML Financial, LLC | 520 | $202.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 518 | $201.6K | 0.10% | +518 | New |
| Ssi Investment Management LLC | 518 | $201.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 512 | $199.3K | 0.05% | −38−6.9% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $190.8K | 0.06% | +15+3.2% | Added |
| Johnson Financial Group, Inc. | 489 | $190.3K | 0.02% | +79+19.3% | Added |
| Tandem Wealth Advisors LLC | 479 | $186.4K | 0.12% | +479 | New |
| Glassman Wealth Services | 470 | $182.9K | 0.03% | +51+12.2% | Added |
| Sandy Spring Bank | 466 | $181.4K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 449 | $175.0K | 0.17% | −1−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 445 | $173.2K | 0.04% | −65−12.7% | Reduced |
| Baker Avenue Asset Management, LP | 443 | $172.4K | 0.01% | +443 | New |
| Manchester Capital Management LLC | 435 | $169.3K | 0.02% | +302+227.1% | Added |
| Advanced Asset Management Advisors Inc | 425 | $165.4K | 0.04% | +425 | New |
| Park Place Capital Corp | 416 | $162.0K | 0.05% | +416 | New |
| Concord Wealth Partners | 401 | $155.9K | 0.05% | −201−33.4% | Reduced |
| Fortis Advisors, LLC | 400 | $155.7K | 0.12% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $155.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 393 | $153.0K | 0.04% | −223−36.2% | Reduced |
| CoreCap Advisors, LLC | 391 | $152.2K | 0.01% | +391 | New |
| Seldon Capital LP | 378 | $147.1K | 0.13% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 362 | $146.1K | 0.03% | +362 | New |
| Covestor Ltd | 353 | $138.0K | 0.11% | −91−20.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 348 | $135.4K | 0.08% | +336+2,800.0% | Added |
| Sound Income Strategies, LLC | 346 | $134.7K | 0.02% | +335+3,045.5% | Added |
| Deseret Mutual Benefit Administrators | 340 | $132.3K | 0.05% | −575−62.8% | Reduced |
| Carolinas Wealth Consulting LLC | 339 | $132.1K | 0.03% | +6+1.8% | Added |
| Farther Finance Advisors, LLC | 328 | $127.7K | 0.05% | +328 | New |
| Islay Capital Management, LLC | 325 | $126.5K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 317 | $123.6K | 0.01% | +67+26.8% | Added |
| Riverview Trust Co | 313 | $122.0K | 0.12% | −533−63.0% | Reduced |
| KB Financial Partners, LLC | 301 | $117.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 300 | $116.8K | 0.32% | +285+1,900.0% | Added |
| Centennial Bank | 300 | $116.8K | 0.07% | +300 | New |
| Atticus Wealth Management, LLC | 295 | $114.8K | 0.05% | −100−25.3% | Reduced |
| Vigilant Capital Management, LLC | 288 | $112.0K | 0.01% | −9−3.0% | Reduced |
| Pinnacle Bancorp, Inc. | 285 | $111.0K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 284 | $110.5K | 0.09% | +106+59.6% | Added |
| Money Concepts Capital Corp | 280 | $109.0K | 0.00% | +96+52.2% | Added |
| Brown, Lisle/Cummings, Inc. | 275 | $107.0K | 0.06% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 274 | $106.7K | 0.01% | +2+0.7% | Added |
| Accurate Wealth Management, LLC | 266 | $103.4K | 0.04% | +266 | New |
| Harel Insurance Investments & Financial Services Ltd. | 257 | $100.0K | 0.00% | −21−7.6% | Reduced |
| Hexagon Capital Partners LLC | 256 | $99.6K | 0.03% | −13−4.8% | Reduced |
| Washington Trust Advisors, Inc. | 255 | $99.3K | 0.01% | −456−64.1% | Reduced |
| Sutton Wealth Advisors Inc. | 247 | $96.1K | 0.04% | +19+8.3% | Added |
| DT Investment Partners, LLC | 246 | $95.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 239 | $93.0K | 0.05% | +14+6.2% | Added |
| Jones Financial Companies LLLP | 231 | $90.0K | 0.00% | +9+4.1% | Added |
| Delta Asset Management LLC | 228 | $88.7K | 0.01% | +228 | New |
| C M Bidwell & Associates Ltd | 222 | $86.4K | 0.07% | 00.0% | Unchanged |