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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
Rise Advisors, LLC22$8.63K0.01%+4+22.2%Added
Larson Financial Group LLC21$8.17K0.00%−9−30.0%Reduced
RFP Financial Group LLC21$8.17K0.00%+21New
Lakewood Asset Management LLC20$8.00K0.01%+20New
SRS Capital Advisors, Inc.20$7.79K0.00%−39−66.1%Reduced
Wolff Wiese Magana LLC20$7.78K0.01%+5+33.3%Added
Clearview Wealth Advisors LLC17$6.64K0.01%00.0%Unchanged
Tortoise Investment Management, LLC17$6.62K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$6.62K0.00%00.0%Unchanged
Lee Financial Co17$6.62K0.00%00.0%Unchanged
Private Ocean, LLC17$6.62K0.00%+9+112.5%Added
Coastal Capital Group, Inc.17$6.58K0.00%00.0%Unchanged
Creative Financial Designs Inc16$6.23K0.00%00.0%Unchanged
PayPay Securities Corp16$6.23K0.42%+16New
Old North State Trust, LLC16$6.00K0.00%00.0%Unchanged
Capital Analysts, LLC16$6.00K0.00%+8+100.0%Added
Colonial Trust Advisors14$5.45K0.00%+1+7.7%Added
Tradewinds Capital Management, LLC14$5.45K0.00%+14New
Northwest Investment Counselors, LLC13$5.06K0.00%−18−58.1%Reduced
HighMark Wealth Management LLC13$5.06K0.00%00.0%Unchanged
MCF Advisors LLC13$5.06K0.00%+3+30.0%Added
TSFG, LLC12$5.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$5.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC12$4.67K0.00%−26−68.4%Reduced
Emfo, LLC12$4.67K0.00%00.0%Unchanged
Corrado Advisors, LLC11$4.45K0.00%+11New
Retirement Financial Solutions, LLC11$4.28K0.00%+11New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$4.00K0.04%−20−66.7%Reduced
Thomas White International Ltd10$3.89K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$3.89K0.00%00.0%Unchanged
Kelly Financial Services LLC10$3.89K0.00%00.0%Unchanged
Schubert & Co10$3.89K0.00%+2+25.0%Added
My Personal CFO, LLC10$3.89K0.00%+10New
Disciplined Investments, LLC9$3.50K0.00%+1+12.5%Added
Trifecta Capital Advisors, LLC9$3.50K0.00%+9New
Bradley & Co. Private Wealth Management, LLC8$3.11K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.11K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC7$3.00K0.00%−6−46.2%Reduced
Sofos Investments, Inc.980$2.79K0.03%−2,712−73.5%Reduced
Archer Investment Corp7$2.73K0.00%−95−93.1%Reduced
GoalVest Advisory LLC7$2.73K0.00%−14−66.7%Reduced
TFC Financial Management6$2.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$2.33K0.00%+3+100.0%Added
Dakota Community Bank & Trust NA5$2.00K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC4$1.56K0.00%+4New
Ritter Daniher Financial Advisory LLC4$1.56K0.00%+4New
Castleview Partners, LLC4$1.56K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1.17K0.00%00.0%Unchanged
Macroview Investment Management LLC3$1.17K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc3$1.17K0.00%+3New
Burleson & Company, LLC2$7920.00%00.0%Unchanged
PEAK6 Investments LLC2$7800.00%−16,429−100.0%Reduced
Gradient Investments LLC2$7780.00%−6−75.0%Reduced
WestEnd Advisors, LLC2$7780.00%00.0%Unchanged
AllSquare Wealth Management LLC2$7780.00%00.0%Unchanged
True Wealth Design, LLC2$7780.00%+2New
Carmichael Hill & Associates, Inc.1$3890.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$3890.00%00.0%Unchanged
Horizon Bancorp Inc443––+443New
Taikang Asset Management (Hong Kong) Co Ltd29,430––+15,158+106.2%Added
Nicholas Hoffman & Company, LLC.0$00.00%−3,559,133−100.0%Sold out
Fundsmith LLPSuperinvestorFundsmith0$00.00%−1,696,667−100.0%Sold out
Fundsmith Investment Services Ltd.0$00.00%−757,796−100.0%Sold out
Junto Capital Management LP0$00.00%−185,838−100.0%Sold out
Contour Asset Management LLC0$00.00%−118,051−100.0%Sold out
Honeycomb Asset Management LP0$00.00%−75,000−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−53,100−100.0%Sold out
Walleye Capital LLC0$00.00%−46,015−100.0%Sold out
Trexquant Investment LP0$00.00%−30,843−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−30,363−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−28,487−100.0%Sold out
Armistice Capital, LLC0$00.00%−17,000−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−16,187−100.0%Sold out
Cipher Capital LP0$00.00%−15,915−100.0%Sold out
Sculptor Capital LP0$00.00%−13,397−100.0%Sold out
Osborne Partners Capital Management, LLC0$00.00%−12,886−100.0%Sold out
Element Capital Management LLC0$00.00%−8,627−100.0%Sold out
Alcosta Capital Management, Inc.0$00.00%−8,415−100.0%Sold out
Emerson Point Capital LP0$00.00%−7,605−100.0%Sold out
Caas Capital Management LP0$00.00%−7,264−100.0%Sold out
Independent Advisor Alliance0$00.00%−6,534−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−6,125−100.0%Sold out
Jump Financial, LLC0$00.00%−5,281−100.0%Sold out
Duality Advisers, LP0$00.00%−4,807−100.0%Sold out
Accuvest Global Advisors0$00.00%−4,425−100.0%Sold out
Wunderlich Capital Managemnt0$00.00%−4,409−100.0%Sold out
Virtu Financial LLC0$00.00%−4,029−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−3,883−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−3,900−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−3,073−100.0%Sold out
Consolidated Planning Corp0$00.00%−3,042−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−2,964−100.0%Sold out
Magnetar Financial LLC0$00.00%−2,573−100.0%Sold out
Alberta Investment Management Corp0$00.00%−2,200−100.0%Sold out
La Financiere de L'Echiquier0$00.00%−1,951−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−1,728−100.0%Sold out
Baader Bank INC0$00.00%−1,670−100.0%Sold out
AIA Group Ltd0$00.00%−1,636−100.0%Sold out
Stamos Capital Partners, L.P.0$00.00%−1,540−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−1,315−100.0%Sold out