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 |
|---|---|---|---|---|---|
| Stephens Inc | 13,643 | $5.31M | 0.11% | +4,516+49.5% | Added |
| Kingfisher Capital LLC | 13,639 | $5.31M | 1.41% | +1,153+9.2% | Added |
| New Mexico Educational Retirement Board | 13,478 | $5.25M | 0.28% | −1,000−6.9% | Reduced |
| Eagle Capital Management, LLC | 13,477 | $5.25M | 3.85% | −375−2.7% | Reduced |
| Cyrus J. Lawrence, LLC | 13,451 | $5.24M | 1.56% | −1,264−8.6% | Reduced |
| American National Bank | 13,442 | $5.23M | 1.07% | +1,619+13.7% | Added |
| Boothbay Fund Management, LLC | 13,403 | $5.22M | 0.18% | +5,052+60.5% | Added |
| Achmea Investment Management B.V. | 14,176 | $5.17M | 0.17% | +160+1.1% | Added |
| First Western Trust Bank | 13,208 | $5.14M | 0.30% | −183−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 13,126 | $5.11M | 0.07% | −2,431−15.6% | Reduced |
| Oak Ridge Investments LLC | 13,097 | $5.10M | 0.76% | −152−1.1% | Reduced |
| Kestra Advisory Services, LLC | 12,954 | $5.04M | 0.04% | +2,336+22.0% | Added |
| Essex Investment Management Co LLC | 12,795 | $4.98M | 0.78% | −488−3.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 12,783 | $4.98M | 0.21% | −6,014−32.0% | Reduced |
| HighTower Trust Services, LTA | 13,068 | $4.92M | 0.48% | −387−2.9% | Reduced |
| Account Management LLC | 12,584 | $4.90M | 7.01% | −2,685−17.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 12,382 | $4.82M | 3.03% | −621−4.8% | Reduced |
| Marietta Wealth Management, LLC | 12,245 | $4.77M | 1.08% | +2,513+25.8% | Added |
| BTC Capital Management, Inc. | 12,116 | $4.72M | 0.57% | +168+1.4% | Added |
| Resonate Capital, LLC | 12,104 | $4.71M | 7.69% | −1,324−9.9% | Reduced |
| Assenagon Asset Management S.A. | 12,099 | $4.71M | 0.02% | +470+4.0% | Added |
| Conning Inc. | 12,004 | $4.67M | 0.15% | −2,400−16.7% | Reduced |
| Harvest Volatility Management LLC | 11,867 | $4.62M | 0.93% | −3,106−20.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,745 | $4.57M | 0.22% | +696+6.3% | Added |
| Advisory Services Network, LLC | 11,725 | $4.56M | 0.14% | −522−4.3% | Reduced |
| Cypress Capital Group | 11,686 | $4.55M | 0.69% | −1,030−8.1% | Reduced |
| Nordwand Advisors, LLC | 19,914 | $4.53M | 0.57% | +19,914 | New |
| First Hawaiian Bank | 11,633 | $4.53M | 0.16% | +1,892+19.4% | Added |
| Exencial Wealth Advisors, LLC | 11,620 | $4.52M | 0.25% | −11,167−49.0% | Reduced |
| M. Kulyk & Associates, LLC | 11,615 | $4.52M | 1.51% | +305+2.7% | Added |
| E. Ohman J:or Asset Management AB | 11,484 | $4.47M | 0.20% | −300−2.5% | Reduced |
| Alyeska Investment Group, L.P. | 11,261 | $4.38M | 0.05% | +11,261 | New |
| Trust Co of Virginia | 11,244 | $4.38M | 0.50% | −263−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 11,225 | $4.37M | 0.44% | −447−3.8% | Reduced |
| CWA Asset Management Group, LLC | 11,184 | $4.35M | 0.35% | +11,184 | New |
| Jacobs & Co | 11,181 | $4.35M | 0.57% | +1,207+12.1% | Added |
| Kinneret Advisory, LLC | 11,142 | $4.34M | 0.57% | +1,588+16.6% | Added |
| Lindbrook Capital, LLC | 11,116 | $4.33M | 0.53% | +9,617+641.6% | Added |
| HM Payson & Co | 11,093 | $4.32M | 0.11% | −36−0.3% | Reduced |
| Andar Capital Management HK Ltd | 11,000 | $4.28M | 20.99% | +11,000 | New |
| Pragma Gestao de Patrimonio Ltd | 11,000 | $4.28M | 2.96% | +11,000 | New |
| Two Point Capital Management, Inc. | 10,862 | $4.23M | 2.73% | +10,862 | New |
| O'Shaughnessy Asset Management, LLC | 10,858 | $4.23M | 0.07% | −2,054−15.9% | Reduced |
| Redmond Asset Management, LLC | 10,822 | $4.21M | 1.51% | −263−2.4% | Reduced |
| Logan Capital Management Inc | 10,788 | $4.20M | 0.22% | −326−2.9% | Reduced |
| Bamco Inc | 10,616 | $4.13M | 0.01% | +1,740+19.6% | Added |
| Metis Global Partners, LLC | 10,520 | $4.09M | 0.36% | +3,317+46.1% | Added |
| BOK Financial Private Wealth, Inc. | 10,502 | $4.09M | 0.34% | −180−1.7% | Reduced |
| United Services Automobile Association | 10,330 | $4.02M | 0.09% | −514−4.7% | Reduced |
| Pathstone Family Office, LLC | 13,638 | $4.01M | 0.08% | +5,096+59.7% | Added |
| Allstate Corp | 10,216 | $3.98M | 0.12% | −127−1.2% | Reduced |
| Allstate Investment Management Co | 10,216 | $3.98M | 0.12% | +10,216 | New |
| Freemont Management S.A. | 10,200 | $3.97M | 0.63% | 00.0% | Unchanged |
| Greenleaf Trust | 10,155 | $3.95M | 0.05% | −192−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,109 | $3.94M | 0.34% | 00.0% | Unchanged |
| AXS Investments LLC | 10,099 | $3.93M | 1.40% | −819−7.5% | Reduced |
| Biltmore Family Office, LLC | 10,003 | $3.89M | 0.80% | +783+8.5% | Added |
| Kenfarb & Co. | 9,977 | $3.88M | 3.44% | −300−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 9,413 | $3.86M | 0.15% | −353−3.6% | Reduced |
| Tudor Investment Corp Et Al | 9,898 | $3.85M | 0.09% | −13,372−57.5% | Reduced |
| Wetherby Asset Management Inc | 9,891 | $3.85M | 0.25% | −194−1.9% | Reduced |
| Simplex Trading, LLC | 9,835 | $3.83M | 0.18% | −13,460−57.8% | Reduced |
| Dock Street Asset Management Inc | 9,702 | $3.78M | 0.87% | +652+7.2% | Added |
| Central Trust Co | 9,564 | $3.72M | 0.11% | −79−0.8% | Reduced |
| HBW Advisory Services LLC | 9,518 | $3.71M | 0.99% | +71+0.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,510 | $3.70M | 2.70% | −285−2.9% | Reduced |
| Boston Trust Walden Corp | 9,402 | $3.66M | 0.03% | −3,541−27.4% | Reduced |
| Capula Management Ltd | 9,400 | $3.66M | 0.38% | +6,026+178.6% | Added |
| Cetera Investment Advisers | 9,346 | $3.64M | 0.03% | +6,402+217.5% | Added |
| NWK Group, Inc. | 9,343 | $3.64M | 2.68% | +55+0.6% | Added |
| Broadleaf Partners, LLC | 9,309 | $3.62M | 1.43% | −5,143−35.6% | Reduced |
| Massmutual Trust Co FSB | 9,233 | $3.59M | 0.15% | +1,456+18.7% | Added |
| Mastrapasqua Asset Management Inc | 9,222 | $3.59M | 0.47% | −49−0.5% | Reduced |
| Pacer Advisors, Inc. | 9,197 | $3.58M | 0.02% | −31,690−77.5% | Reduced |
| Power Corp of Canada | 9,170 | $3.57M | 0.64% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 9,144 | $3.56M | 2.30% | −32−0.3% | Reduced |
| FourThought Financial Partners, LLC | 9,111 | $3.55M | 0.51% | +9,111 | New |
| Legal Advantage Investments, Inc. | 9,102 | $3.54M | 2.91% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,023 | $3.51M | 2.93% | +9,023 | New |
| Hennion & Walsh Asset Management, Inc. | 8,971 | $3.49M | 0.22% | −123−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 7,524 | $3.47M | 0.04% | −1,982−20.8% | Reduced |
| Raymond James Trust N.A. | 8,902 | $3.46M | 0.12% | −1,308−12.8% | Reduced |
| Boston Financial Mangement LLC | 8,860 | $3.45M | 0.14% | +1,046+13.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,834 | $3.44M | 0.09% | −1,643−15.7% | Reduced |
| Harbour Capital Advisors, LLC | 8,748 | $3.42M | 1.15% | −213−2.4% | Reduced |
| Impax Asset Management Group plc | 8,765 | $3.41M | 0.02% | −1,979−18.4% | Reduced |
| Fiera Capital Corp | 8,696 | $3.38M | 0.01% | −92−1.0% | Reduced |
| Bank of Hawaii | 8,673 | $3.38M | 0.21% | −379−4.2% | Reduced |
| Karani Asset Management LLC | 8,668 | $3.37M | 3.93% | −40−0.5% | Reduced |
| Duncker Streett & Co Inc | 8,659 | $3.37M | 0.81% | +1,000+13.1% | Added |
| Watchman Group, Inc. | 8,607 | $3.35M | 1.85% | +199+2.4% | Added |
| First Citizens Bank & Trust Co | 8,599 | $3.35M | 0.10% | +145+1.7% | Added |
| Credit Agricole S A | 8,517 | $3.31M | 0.12% | −4,765−35.9% | Reduced |
| Parsons Capital Management Inc | 8,454 | $3.29M | 0.28% | −163−1.9% | Reduced |
| Synovus Financial Corp | 8,422 | $3.28M | 0.04% | +290+3.6% | Added |
| Sumitomo Life Insurance Co | 8,285 | $3.23M | 0.24% | −60−0.7% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $3.19M | 1.88% | 00.0% | Unchanged |
| Papp L Roy & Associates | 8,170 | $3.18M | 0.45% | −95−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,139 | $3.17M | 0.13% | −64,429−88.8% | Reduced |
| Gillson Capital LP | 7,942 | $3.09M | 0.23% | +7,942 | New |