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Livermore
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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.

Institutional holdersQ4 2022: 1,560 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2022: $90.8B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2022.

Institutions holding INTU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Catalyst Capital Advisors LLC219$85.2K0.00%−6−2.7%Reduced
Virtus Investment Advisers, Inc.212$82.5K0.06%00.0%Unchanged
Cambridge Trust Co213$82.0K0.00%−4−1.8%Reduced
Jackson, Grant Investment Advisers, Inc.205$79.8K0.04%00.0%Unchanged
Salem Investment Counselors Inc203$79.0K0.00%+23+12.8%Added
Resurgent Financial Advisors LLC203$79.0K0.04%+203New
Harbor Capital Advisors, Inc.202$78.6K0.08%+11+5.8%Added
AM Squared Ltd200$77.8K0.05%+200New
Versant Capital Management, Inc198$77.1K0.03%+1+0.5%Added
Birch Capital Management, LLC197$76.7K0.05%00.0%Unchanged
Plante Moran Financial Advisors, LLC188$73.2K0.01%+1+0.5%Added
Farmers & Merchants Investments Inc185$72.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.176$69.0K0.01%−17−8.8%Reduced
Atlas Capital Advisors LLC176$68.5K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.161$62.7K0.01%00.0%Unchanged
Cedar Wealth Management, LLC156$60.7K0.03%−33−17.5%Reduced
Bell Investment Advisors, Inc155$60.3K0.02%−30−16.2%Reduced
Lumature Wealth Partners, LLC155$60.3K0.03%−15−8.8%Reduced
United Community Bank155$60.3K0.06%+75+93.8%Added
Washington Trust Co152$59.2K0.00%+30+24.6%Added
Fiduciary Alliance LLC152$59.2K0.02%+152New
Farmers & Merchants Trust Co of Chambersburg PA150$58.0K0.04%00.0%Unchanged
One River Asset Management, LLC143$55.9K0.04%+143New
Eagle Bay Advisors LLC142$55.2K0.03%+4+2.9%Added
Highline Wealth Partners LLC137$53.4K0.04%00.0%Unchanged
Grey Fox Wealth Advisors, LLC135$52.5K0.03%+135New
Edge Capital Group, LLC130$50.5K0.00%+35+36.8%Added
Global Financial Private Client, LLC129$50.2K0.03%00.0%Unchanged
SOA Wealth Advisors, LLC.125$48.7K0.01%−2−1.6%Reduced
Elequin Capital LP120$46.7K0.01%+120New
Norway Savings Bank116$45.1K0.02%00.0%Unchanged
Valley National Advisers Inc114$45.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.115$44.8K0.01%00.0%Unchanged
First Manhattan Co115$44.8K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC113$44.0K0.01%+5+4.6%Added
Arlington Partners LLC110$42.8K0.01%00.0%Unchanged
MinichMacGregor Wealth Management, LLC109$42.4K0.02%+109New
Piscataqua Savings Bank107$41.6K0.04%00.0%Unchanged
Addison Advisors LLC106$41.3K0.02%00.0%Unchanged
West Paces Advisors Inc.100$38.9K0.01%00.0%Unchanged
DecisionPoint Financial, LLC100$38.9K0.02%+100New
Cornerstone Planning Group LLC99$37.5K0.02%+99New
Sugarloaf Wealth Management, LLC92$35.8K0.01%+88+2,200.0%Added
Toth Financial Advisory Corp89$34.8K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC89$34.6K0.01%00.0%Unchanged
St Germain D J Co Inc89$34.6K0.01%+89New
Freedom Wealth Alliance, LLC87$33.9K0.05%+87New
First Financial Corp86$33.5K0.02%+37+75.5%Added
Princeton Global Asset Management LLC80$31.0K0.01%00.0%Unchanged
Core Alternative Capital76$29.6K0.00%−63−45.3%Reduced
Kistler-Tiffany Companies, LLC75$29.2K0.01%+55+275.0%Added
Abound Wealth Management70$27.3K0.01%−23−24.7%Reduced
Barrett & Company, Inc.65$25.3K0.02%00.0%Unchanged
Atwood & Palmer Inc65$25.3K0.00%00.0%Unchanged
Red Tortoise LLC61$23.7K0.02%+61New
Zullo Investment Group, Inc.60$23.4K0.01%+6+11.1%Added
Moisand Fitzgerald Tamayo, LLC60$23.4K0.01%+23+62.2%Added
Romano Brothers and Company60$23.4K0.00%+60New
MRP Capital Investments, LLC55$21.4K0.02%+55New
Stephenson National Bank & Trust55$21.0K0.01%00.0%Unchanged
Bangor Savings Bank54$21.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC51$19.9K0.01%00.0%Unchanged
Albion Financial Group50$19.5K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$19.5K0.01%+50New
City State Bank50$19.0K0.01%00.0%Unchanged
Pflug Koory, LLC50$19.0K0.01%+27+117.4%Added
Beaird Harris Wealth Management, LLC48$18.7K0.00%+48New
Sierra Capital LLC46$18.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC45$18.0K0.00%00.0%Unchanged
Close Asset Management Ltd45$18.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management45$18.0K0.00%+6+15.4%Added
Rational Advisors LLC44$17.1K0.00%−4,400−99.0%Reduced
Optimum Investment Advisors44$17.1K0.01%00.0%Unchanged
Baystate Wealth Management LLC42$17.0K0.00%00.0%Unchanged
Rock Creek Group, LP43$16.7K0.00%+43New
EWG Elevate Inc.43$16.7K0.01%+43New
Key Financial Inc41$15.9K0.01%00.0%Unchanged
Bogart Wealth, LLC38$14.8K0.00%00.0%Unchanged
Solstein Capital, LLC36$14.0K0.01%−40−52.6%Reduced
Grayhawk Investment Strategies Inc.36$14.0K0.01%00.0%Unchanged
Centiva Capital, LP36$14.0K0.00%+15+71.4%Added
Tyler-Stone Wealth Management36$14.0K0.01%00.0%Unchanged
Bourgeon Capital Management LLC34$13.2K0.00%−12−26.1%Reduced
Sittner & Nelson, LLC34$13.2K0.01%00.0%Unchanged
HWG Holdings LP33$13.0K0.01%00.0%Unchanged
Front Row Advisors LLC32$12.0K0.01%00.0%Unchanged
Tucker Asset Management LLC30$11.7K0.00%−25−45.5%Reduced
Pacifica Partners Inc.30$11.5K0.01%+30New
Raleigh Capital Management Inc.29$11.3K0.01%+10+52.6%Added
Hollencrest Capital Management29$11.3K0.00%+29New
Madden Securities Corp29$11.3K0.01%+29New
Red Cedar Capital, LLC29$11.0K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC28$11.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC27$10.5K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC26$10.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC26$10.1K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC26$10.1K0.01%+26New
Community Bank, N.A.26$10.1K0.00%00.0%Unchanged
Dividend Assets Capital, LLC24$9.00K0.00%00.0%Unchanged
Bollard Group LLC23$9.00K0.00%00.0%Unchanged