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 |
|---|---|---|---|---|---|
| Liberty Capital Management, Inc. | 22,861 | $8.90M | 3.09% | −106−0.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 22,622 | $8.80M | 0.24% | −13,279−37.0% | Reduced |
| Coronation Fund Managers Ltd. | 22,392 | $8.72M | 0.24% | +22,392 | New |
| Norinchukin Bank, The | 22,258 | $8.66M | 0.19% | −5,471−19.7% | Reduced |
| Autus Asset Management, LLC | 22,196 | $8.64M | 1.55% | −803−3.5% | Reduced |
| Kentucky Retirement Systems | 22,177 | $8.63M | 0.34% | +97+0.4% | Added |
| Advisory Research Inc | 22,037 | $8.58M | 0.81% | −16,504−42.8% | Reduced |
| Oregon Public Employees Retirement Fund | 21,752 | $8.47M | 0.11% | −22,095−50.4% | Reduced |
| Manchester Global Management (UK) Ltd | 21,700 | $8.45M | 3.42% | +21,700 | New |
| Maryland State Retirement & Pension System | 21,688 | $8.44M | 0.25% | +21,688 | New |
| Capital Fund Management S.A. | 21,445 | $8.35M | 0.18% | +21,445 | New |
| Cornerstone Advisors, LLC | 21,000 | $8.17M | 0.40% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 20,997 | $8.17M | 1.28% | +150+0.7% | Added |
| ClariVest Asset Management LLC | 20,776 | $8.09M | 0.39% | −404−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 20,739 | $8.07M | 0.28% | +613+3.0% | Added |
| Bessemer Group Inc | 20,699 | $8.06M | 0.02% | +3,949+23.6% | Added |
| Tenere Capital LLC | 20,613 | $8.02M | 3.55% | −8,003−28.0% | Reduced |
| Mercer Global Advisors Inc | 20,602 | $8.02M | 0.04% | +1,354+7.0% | Added |
| Cohen Klingenstein LLC | 20,600 | $8.02M | 0.40% | 00.0% | Unchanged |
| Van Eck Associates Corp | 20,520 | $7.99M | 0.02% | −31,481−60.5% | Reduced |
| Hartford Investment Management Co | 20,362 | $7.92M | 0.24% | −6,432−24.0% | Reduced |
| Anderson Hoagland & Co | 20,797 | $7.87M | 1.15% | +126+0.6% | Added |
| Arcadia Investment Management Corp | 20,151 | $7.84M | 1.83% | −1,077−5.1% | Reduced |
| Thematics Asset Management | 19,948 | $7.76M | 0.47% | +19,948 | New |
| XXEC, Inc. | 19,925 | $7.75M | 6.22% | +12+0.1% | Added |
| Commerce Bank | 19,742 | $7.68M | 0.06% | −8,543−30.2% | Reduced |
| Central Bank & Trust Co | 19,714 | $7.67M | 1.45% | −30.0% | Reduced |
| Tocqueville Asset Management L.P. | 19,501 | $7.59M | 0.14% | −1,359−6.5% | Reduced |
| GHP Investment Advisors, Inc. | 19,497 | $7.59M | 0.51% | +141+0.7% | Added |
| Sycomore Asset Management | 19,532 | $7.51M | 2.07% | +4,780+32.4% | Added |
| Sara-Bay Financial | 19,252 | $7.49M | 4.22% | −54−0.3% | Reduced |
| Gabelli Funds LLC | 19,153 | $7.45M | 0.06% | +19,153 | New |
| First Long Island Investors, LLC | 19,100 | $7.43M | 0.78% | 00.0% | Unchanged |
| Bluegrass Capital Partners LP | 19,000 | $7.40M | 9.20% | −5,000−20.8% | Reduced |
| Citizens Financial Group Inc | 18,985 | $7.39M | 0.29% | −417−2.1% | Reduced |
| Headinvest, LLC | 18,939 | $7.37M | 1.65% | −893−4.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 18,930 | $7.37M | 0.90% | −776−3.9% | Reduced |
| Cetera Advisor Networks LLC | 18,755 | $7.30M | 0.06% | +13,682+269.7% | Added |
| First Horizon Advisors, Inc. | 18,714 | $7.28M | 0.27% | +2,033+12.2% | Added |
| Madison Asset Management, LLC | 18,525 | $7.21M | 0.11% | −167−0.9% | Reduced |
| Financial Counselors Inc | 18,482 | $7.19M | 0.16% | +1,730+10.3% | Added |
| Copeland Capital Management, LLC | 18,473 | $7.19M | 0.19% | −1,070−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,245 | $7.10M | 0.01% | +336+1.9% | Added |
| TD Private Client Wealth LLC | 18,163 | $7.07M | 0.33% | −378−2.0% | Reduced |
| Amica Mutual Insurance Co | 17,938 | $6.98M | 0.88% | +3,862+27.4% | Added |
| Summit Global Investments | 17,919 | $6.97M | 0.59% | −23−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,884 | $6.96M | 0.13% | +3,328+22.9% | Added |
| Peapack Gladstone Financial Corp | 17,790 | $6.92M | 0.14% | −162−0.9% | Reduced |
| Prudential PLC | 17,729 | $6.90M | 0.09% | +6,020+51.4% | Added |
| National Bank of Canada | 17,725 | $6.90M | 0.02% | −76,635−81.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,573 | $6.84M | 0.58% | +61+0.3% | Added |
| Insight Holdings Group, LLC | 17,300 | $6.73M | 0.14% | +17,300 | New |
| McKinley Capital Management LLC /Delaware | 17,206 | $6.70M | 0.90% | −1,357−7.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,186 | $6.69M | 0.38% | +2,196+14.6% | Added |
| Cullinan Associates Inc | 17,104 | $6.66M | 0.37% | −10.0% | Reduced |
| Picton Mahoney Asset Management | 17,099 | $6.66M | 0.34% | +5,314+45.1% | Added |
| Glenmede Trust Co NA | 17,040 | $6.63M | 0.04% | +980+6.1% | Added |
| Premier Fund Managers Ltd | 16,817 | $6.57M | 0.26% | +16,297+3,134.0% | Added |
| Atria Investments LLC | 16,761 | $6.52M | 0.13% | −1,163−6.5% | Reduced |
| Motco | 16,697 | $6.50M | 0.48% | +241+1.5% | Added |
| Addenda Capital Inc. | 16,515 | $6.43M | 0.28% | −365−2.2% | Reduced |
| Trust Co of Vermont | 16,401 | $6.38M | 0.47% | +469+2.9% | Added |
| Huntington National Bank | 16,385 | $6.38M | 0.07% | −911−5.3% | Reduced |
| Calamos Wealth Management LLC | 16,266 | $6.33M | 0.49% | +14,929+1,116.6% | Added |
| Crossmark Global Holdings, Inc. | 16,248 | $6.32M | 0.16% | +1,558+10.6% | Added |
| Hantz Financial Services, Inc. | 16,215 | $6.31M | 0.19% | +1,293+8.7% | Added |
| Ferguson Wellman Capital Management, Inc | 16,186 | $6.30M | 0.16% | +800+5.2% | Added |
| Carmignac Gestion | 15,997 | $6.23M | 0.11% | +2,575+19.2% | Added |
| Metropolitan Life Insurance Co | 15,953 | $6.21M | 0.28% | −245−1.5% | Reduced |
| Advent International Corp | 15,850 | $6.17M | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 15,842 | $6.17M | 0.61% | −67−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 15,655 | $6.09M | 0.14% | −7,968−33.7% | Reduced |
| Profund Advisors LLC | 15,634 | $6.09M | 0.39% | −761−4.6% | Reduced |
| Steel Peak Wealth Management LLC | 15,525 | $6.04M | 0.44% | −1,605−9.4% | Reduced |
| Sawgrass Asset Management LLC | 15,443 | $6.01M | 0.82% | +15,443 | New |
| Advisor Partners II, LLC | 15,316 | $5.96M | 0.37% | +2,376+18.4% | Added |
| Unio Capital LLC | 15,308 | $5.96M | 3.31% | +581+3.9% | Added |
| Ieq Capital, LLC | 15,278 | $5.95M | 0.17% | −1,969−11.4% | Reduced |
| Bradley Foster & Sargent Inc | 15,162 | $5.90M | 0.15% | +1,721+12.8% | Added |
| Elk River Wealth Management, LLC | 15,159 | $5.90M | 1.43% | −42−0.3% | Reduced |
| Stonebridge Capital Management Inc | 15,098 | $5.88M | 2.81% | −112−0.7% | Reduced |
| Chartwell Investment Partners, LLC | 15,090 | $5.87M | 0.23% | −33−0.2% | Reduced |
| Ethic Inc. | 14,918 | $5.81M | 0.31% | −2,837−16.0% | Reduced |
| American Money Management, LLC | 14,685 | $5.72M | 1.63% | +1,366+10.3% | Added |
| Cumberland Partners Ltd | 14,638 | $5.70M | 0.60% | −17,512−54.5% | Reduced |
| Donaldson Capital Management, LLC | 14,614 | $5.69M | 0.28% | +261+1.8% | Added |
| Oppenheimer & Co Inc | 14,604 | $5.68M | 0.13% | +3,052+26.4% | Added |
| CIBC Private Wealth Group, LLC | 93,837 | $5.64M | 0.02% | −93,165−49.8% | Reduced |
| AE Wealth Management LLC | 14,372 | $5.59M | 0.04% | +427+3.1% | Added |
| SYSTM Wealth Solutions LLC | 14,206 | $5.53M | 0.69% | +14,206 | New |
| Banque Cantonale Vaudoise | 14,190 | $5.52M | 0.29% | −213−1.5% | Reduced |
| Montag A & Associates Inc | 14,153 | $5.51M | 0.37% | −218−1.5% | Reduced |
| Meeder Asset Management Inc | 14,135 | $5.50M | 0.48% | −5,584−28.3% | Reduced |
| JustInvest LLC | 14,072 | $5.48M | 0.23% | −3,235−18.7% | Reduced |
| LMCG Investments, LLC | 13,985 | $5.44M | 0.38% | +944+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,917 | $5.42M | 0.03% | −1,400−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,906 | $5.41M | 0.21% | +378+2.8% | Added |
| Fukoku Mutual Life Insurance Co | 13,902 | $5.41M | 0.46% | 00.0% | Unchanged |
| Bailard, Inc. | 13,776 | $5.36M | 0.20% | −313−2.2% | Reduced |
| Fulcrum Capital LLC | 13,737 | $5.35M | 1.55% | +874+6.8% | Added |