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 |
|---|---|---|---|---|---|
| Keeler Thomas Management LLC | 7,937 | $3.09M | 1.56% | −380−4.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,893 | $3.07M | 0.76% | +7,893 | New |
| National Asset Management, Inc. | 7,809 | $3.04M | 0.09% | −1,176−13.1% | Reduced |
| Chesley Taft & Associates LLC | 7,785 | $3.03M | 0.21% | +345+4.6% | Added |
| NewEdge Wealth, LLC | 7,695 | $3.00M | 0.13% | +376+5.1% | Added |
| Ossiam | 7,626 | $2.97M | 0.08% | −9,005−54.1% | Reduced |
| First Nebraska Trust Co | 7,606 | $2.96M | 0.39% | +1,615+27.0% | Added |
| Penobscot Investment Management Company, Inc. | 7,580 | $2.95M | 0.52% | −275−3.5% | Reduced |
| Canal Capital Management, LLC | 7,579 | $2.95M | 0.72% | +194+2.6% | Added |
| Sargent Bickham Lagudis LLC | 7,570 | $2.95M | 0.24% | −1,124−12.9% | Reduced |
| Ocean Capital Management, LLC | 7,537 | $2.93M | 1.69% | −58−0.8% | Reduced |
| City Holding Co | 7,358 | $2.86M | 0.53% | −111−1.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,350 | $2.86M | 0.84% | +2,230+43.6% | Added |
| Canada Pension Plan Investment Board | 7,343 | $2.86M | 0.01% | −7,300−49.9% | Reduced |
| Parallel Advisors, LLC | 7,341 | $2.86M | 0.12% | −308−4.0% | Reduced |
| JB Capital LLC | 7,325 | $2.85M | 0.28% | +722+10.9% | Added |
| Covenant Asset Management, LLC | 7,315 | $2.85M | 1.02% | +19+0.3% | Added |
| Empirical Finance, LLC | 7,292 | $2.84M | 0.29% | +630+9.5% | Added |
| TownSquare Capital, LLC | 7,177 | $2.79M | 0.07% | +1,133+18.7% | Added |
| Stratos Wealth Partners, LTD. | 7,131 | $2.78M | 0.07% | −274−3.7% | Reduced |
| Sendero Wealth Management, LLC | 7,051 | $2.74M | 0.98% | +2,292+48.2% | Added |
| Strategic Wealth Partners, Ltd. | 7,046 | $2.74M | 0.51% | +1,356+23.8% | Added |
| Intech Investment Management LLC | 6,959 | $2.71M | 0.02% | −4,361−38.5% | Reduced |
| Gamco Investors, Inc. Et Al | 6,954 | $2.71M | 0.03% | +6,954 | New |
| Beacon Pointe Advisors, LLC | 6,924 | $2.70M | 0.05% | +385+5.9% | Added |
| Garda Capital Partners LP | 6,913 | $2.69M | 2.50% | +6,913 | New |
| Silvercrest Asset Management Group LLC | 6,809 | $2.65M | 0.02% | +1,651+32.0% | Added |
| Flputnam Investment Management Co | 6,796 | $2.65M | 0.10% | +6,004+758.1% | Added |
| Carderock Capital Management Inc | 6,768 | $2.63M | 1.09% | +359+5.6% | Added |
| Veritable, L.P. | 6,660 | $2.59M | 0.05% | −42−0.6% | Reduced |
| Madison Wealth Management | 6,653 | $2.59M | 0.59% | +209+3.2% | Added |
| Nicholas Investment Partners, LP | 6,523 | $2.54M | 0.22% | −1,603−19.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,522 | $2.54M | 0.04% | −313−4.6% | Reduced |
| Alps Advisors Inc | 6,450 | $2.51M | 0.02% | −795−11.0% | Reduced |
| Knollwood Investment Advisory, LLC | 6,441 | $2.51M | 0.98% | +6,441 | New |
| Mirabella Financial Services LLP | 6,412 | $2.50M | 0.22% | +3,098+93.5% | Added |
| Seeyond | 6,375 | $2.48M | 0.24% | +5,086+394.6% | Added |
| First Foundation Advisors | 6,372 | $2.48M | 0.12% | −271−4.1% | Reduced |
| Vestcor Inc | 6,357 | $2.47M | 0.09% | +44+0.7% | Added |
| Evoke Wealth, LLC | 6,355 | $2.47M | 0.09% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,346 | $2.47M | 2.06% | +39+0.6% | Added |
| Legacy Trust | 6,326 | $2.46M | 0.76% | +6,326 | New |
| Hyman Charles D | 6,266 | $2.44M | 0.17% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 6,219 | $2.42M | 0.27% | −270−4.2% | Reduced |
| GWM Advisors LLC | 12,524 | $2.42M | 0.07% | −931−6.9% | Reduced |
| Mitchell Capital Management Co | 6,201 | $2.41M | 0.67% | −1,905−23.5% | Reduced |
| Change Path, LLC | 6,185 | $2.41M | 0.13% | +873+16.4% | Added |
| Private Capital Advisors, Inc. | 6,150 | $2.39M | 0.41% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,136 | $2.39M | 0.03% | −425−6.5% | Reduced |
| Everence Capital Management Inc | 6,130 | $2.39M | 0.21% | +540+9.7% | Added |
| RiverPark Advisors, LLC | 6,130 | $2.39M | 1.14% | −2,212−26.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,973 | $2.32M | 0.83% | +64+1.1% | Added |
| NatWest Group plc | 5,932 | $2.31M | 1.31% | −210−3.4% | Reduced |
| Thoroughbred Financial Services, LLC | 5,884 | $2.29M | 0.37% | +615+11.7% | Added |
| Sirios Capital Management L P | 5,863 | $2.28M | 0.42% | +5,863 | New |
| S.A. Mason LLC | 5,842 | $2.27M | 1.71% | −55−0.9% | Reduced |
| Wambolt & Associates, LLC | 5,801 | $2.26M | 0.87% | −57−1.0% | Reduced |
| GAM Holding AG | 5,783 | $2.25M | 0.18% | −26−0.4% | Reduced |
| Fairbanks Capital Management, Inc. | 5,782 | $2.25M | 2.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,741 | $2.23M | 0.04% | +492+9.4% | Added |
| ExodusPoint Capital Management, LP | 5,731 | $2.23M | 0.03% | −1,709−23.0% | Reduced |
| Weil Company, Inc. | 5,731 | $2.23M | 1.01% | −317−5.2% | Reduced |
| Compass Wealth Management LLC | 5,679 | $2.21M | 0.72% | +5,679 | New |
| Stonegate Investment Group, LLC | 5,653 | $2.20M | 0.10% | +5,653 | New |
| RVW Wealth, LLC | 5,579 | $2.17M | 0.28% | +20+0.4% | Added |
| Decatur Capital Management, Inc. | 5,559 | $2.16M | 1.56% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 5,558 | $2.16M | 0.06% | +552+11.0% | Added |
| Martin Capital Advisors, LLP | 5,498 | $2.14M | 2.39% | +74+1.4% | Added |
| Telemus Capital, LLC | 5,534 | $2.14M | 0.20% | −12−0.2% | Reduced |
| E Fund Management Co., Ltd. | 5,487 | $2.14M | 0.18% | −184−3.2% | Reduced |
| Old National Bancorp | 5,437 | $2.12M | 0.07% | −575−9.6% | Reduced |
| Palisade Capital Management LLC | 5,430 | $2.11M | 0.06% | −719−11.7% | Reduced |
| Roberts Wealth Advisors, LLC | 5,382 | $2.11M | 1.02% | +53+1.0% | Added |
| Stratos Wealth Advisors, LLC | 5,400 | $2.10M | 0.18% | +2,201+68.8% | Added |
| Atria Wealth Solutions, Inc. | 5,388 | $2.10M | 0.03% | +550+11.4% | Added |
| Aptus Capital Advisors, LLC | 5,355 | $2.08M | 0.07% | −17,263−76.3% | Reduced |
| Monograph Wealth Advisors, LLC | 5,316 | $2.07M | 0.55% | +9+0.2% | Added |
| Veriti Management LLC | 5,307 | $2.07M | 0.27% | +179+3.5% | Added |
| MAI Capital Management | 5,270 | $2.05M | 0.03% | −830−13.6% | Reduced |
| Brasada Capital Management, LP | 5,230 | $2.04M | 0.47% | −1,463−21.9% | Reduced |
| PFG Advisors | 5,224 | $2.03M | 0.20% | +262+5.3% | Added |
| Sompo Asset Management Co., Ltd. | 5,200 | $2.02M | 0.46% | −150−2.8% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $2.01M | 1.00% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 5,142 | $2.00M | 0.01% | +521+11.3% | Added |
| Herold Advisors, Inc. | 5,120 | $1.99M | 0.84% | 00.0% | Unchanged |
| Equitable Trust Co | 5,058 | $1.97M | 0.16% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 5,047 | $1.96M | 0.04% | −525−9.4% | Reduced |
| FDx Advisors, Inc. | 5,025 | $1.96M | 0.09% | +2,445+94.8% | Added |
| Glynn Capital Management LLC | 5,000 | $1.95M | 0.47% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $1.95M | 0.39% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,102 | $1.94M | 0.21% | +1,793+137.0% | Added |
| Meeder Advisory Services, Inc. | 4,901 | $1.91M | 0.24% | +4,901 | New |
| Axxcess Wealth Management, LLC | 4,895 | $1.91M | 0.16% | +771+18.7% | Added |
| Harfst & Associates, Inc. | 4,888 | $1.90M | 0.55% | +110+2.3% | Added |
| Dynamic Advisor Solutions LLC | 4,887 | $1.90M | 0.13% | +505+11.5% | Added |
| Linden Thomas Advisory Services, LLC | 4,876 | $1.90M | 0.53% | +4,876 | New |
| Advisors Asset Management, Inc. | 4,849 | $1.89M | 0.04% | −151−3.0% | Reduced |
| EFG Asset Management (North America) Corp. | 4,822 | $1.88M | 0.42% | +325+7.2% | Added |
| Acadian Asset Management LLC | 4,830 | $1.88M | 0.01% | −167−3.3% | Reduced |
| Bridges Investment Management Inc | 4,809 | $1.87M | 0.07% | +1,399+41.0% | Added |