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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 4,808 | $1.87M | 0.58% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 3,548 | $1.87M | 0.37% | +524+17.3% | Added |
| MV Capital Management, Inc. | 4,789 | $1.86M | 0.29% | +52+1.1% | Added |
| Meiji Yasuda Life Insurance Co | 4,786 | $1.86M | 0.04% | −240−4.8% | Reduced |
| Fiduciary Trust Co | 4,785 | $1.86M | 0.04% | −198−4.0% | Reduced |
| Outfitter Financial LLC | 4,755 | $1.85M | 1.68% | −60−1.2% | Reduced |
| Toroso Investments, LLC | 4,724 | $1.84M | 0.07% | +139+3.0% | Added |
| Handelsinvest Investeringsforvaltning | 4,724 | $1.84M | 0.29% | +354+8.1% | Added |
| Quantinno Capital Management LP | 4,719 | $1.84M | 0.14% | −1,446−23.5% | Reduced |
| Signaturefd, LLC | 4,716 | $1.84M | 0.05% | −437−8.5% | Reduced |
| Fiducient Advisors LLC | 4,715 | $1.84M | 0.54% | +4,715 | New |
| First Bank & Trust | 4,712 | $1.83M | 0.51% | −292−5.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,703 | $1.83M | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 4,657 | $1.81M | 0.49% | −352−7.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,638 | $1.81M | 0.27% | −3,373−42.1% | Reduced |
| Mirador Capital Partners LP | 4,612 | $1.80M | 0.42% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,579 | $1.78M | 0.14% | +435+10.5% | Added |
| Security Asset Management | 4,576 | $1.78M | 0.99% | −50−1.1% | Reduced |
| Stonnington Group, LLC | 4,560 | $1.77M | 0.49% | −720−13.6% | Reduced |
| Welch & Forbes LLC | 4,542 | $1.77M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,496 | $1.75M | 0.02% | −103−2.2% | Reduced |
| Fairfield, Bush & Co. | 4,456 | $1.73M | 1.14% | +26+0.6% | Added |
| CAPROCK Group, Inc. | 4,451 | $1.73M | 0.16% | −55−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $1.73M | 0.20% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,419 | $1.73M | 0.18% | −784−15.1% | Reduced |
| Ninety One SA (PTY) Ltd | 4,427 | $1.72M | 0.56% | +785+21.6% | Added |
| Shelton Capital Management | 4,400 | $1.71M | 0.18% | −26,384−85.7% | Reduced |
| Jefferies Financial Group Inc. | 4,399 | $1.71M | 0.03% | +4,399 | New |
| Independent Solutions Wealth Management, LLC | 4,365 | $1.70M | 0.52% | −117−2.6% | Reduced |
| Apollon Wealth Management, LLC | 4,348 | $1.69M | 0.12% | −878−16.8% | Reduced |
| Sanders Morris Harris LLC | 4,346 | $1.69M | 0.64% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 4,340 | $1.69M | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,339 | $1.69M | 0.09% | −1,832−29.7% | Reduced |
| Scott & Selber, Inc. | 4,335 | $1.69M | 0.76% | −17−0.4% | Reduced |
| Berger Financial Group, Inc | 4,328 | $1.68M | 0.22% | −200−4.4% | Reduced |
| Evergreen Capital Management LLC | 4,300 | $1.67M | 0.08% | +347+8.8% | Added |
| Petredis Investment Advisors LLC | 4,285 | $1.67M | 0.30% | +4,285 | New |
| Bleakley Financial Group, LLC | 4,262 | $1.66M | 0.06% | +4,262 | New |
| Freedom Day Solutions, LLC | 4,248 | $1.65M | 0.82% | −304−6.7% | Reduced |
| CWM, LLC | 4,233 | $1.65M | 0.01% | +323+8.3% | Added |
| Clean Yield Group | 4,228 | $1.65M | 0.71% | −221−5.0% | Reduced |
| Chicago Partners Investment Group LLC | 3,829 | $1.64M | 0.10% | +98+2.6% | Added |
| Wealthsource Partners, LLC | 4,196 | $1.63M | 0.12% | −49−1.2% | Reduced |
| Mission Wealth Management, LP | 4,192 | $1.63M | 0.08% | +64+1.6% | Added |
| Private Trust Co NA | 4,149 | $1.61M | 0.24% | −404−8.9% | Reduced |
| Novare Capital Management LLC | 4,133 | $1.61M | 0.19% | −16−0.4% | Reduced |
| Panagora Asset Management Inc | 4,123 | $1.60M | 0.01% | −619−13.1% | Reduced |
| Coldstream Capital Management Inc | 4,115 | $1.60M | 0.06% | +4,115 | New |
| Vetamer Capital Management, L.P. | 4,065 | $1.58M | 2.19% | −1,193−22.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,055 | $1.58M | 0.08% | −120−2.9% | Reduced |
| Brown Brothers Harriman & Co | 4,054 | $1.58M | 0.01% | −97−2.3% | Reduced |
| Scharf Investments, LLC | 4,018 | $1.56M | 0.05% | +1,179+41.5% | Added |
| Hancock Whitney Corp | 4,014 | $1.56M | 0.06% | −848−17.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.56M | 0.49% | 00.0% | Unchanged |
| Whitford Management LLC | 4,000 | $1.56M | 1.00% | +4,000 | New |
| Scotia Capital Inc. | 3,964 | $1.54M | 0.01% | +2,911+276.4% | Added |
| CIBC World Markets Inc. | 3,958 | $1.54M | 0.01% | +163+4.3% | Added |
| Desjardins Global Asset Management Inc. | 3,939 | $1.53M | 0.24% | −12−0.3% | Reduced |
| Conway Capital Management, Inc. | 3,915 | $1.52M | 1.54% | −2,650−40.4% | Reduced |
| Clarius Group, LLC | 3,893 | $1.51M | 0.14% | +207+5.6% | Added |
| Legacy Advisors, LLC | 3,880 | $1.51M | 0.28% | +1,398+56.3% | Added |
| Stiles Financial Services Inc | 3,865 | $1.50M | 0.86% | −140−3.5% | Reduced |
| Signature Wealth Management Group | 3,841 | $1.50M | 0.73% | −555−12.6% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $1.49M | 0.39% | 00.0% | Unchanged |
| Greenland Capital Management LP | 3,822 | $1.49M | 0.27% | +3,822 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,803 | $1.48M | 0.00% | +308+8.8% | Added |
| Bridgeway Capital Management, LLC | 3,800 | $1.48M | 0.04% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,791 | $1.48M | 0.24% | +576+17.9% | Added |
| Dohj, LLC | 3,771 | $1.47M | 0.83% | +212+6.0% | Added |
| Gofen & Glossberg LLC | 3,746 | $1.46M | 0.04% | +359+10.6% | Added |
| Darwin Advisors, LLC | 3,702 | $1.46M | 0.38% | −260−6.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,726 | $1.45M | 0.03% | −234−5.9% | Reduced |
| Willow Creek Wealth Management Inc. | 3,693 | $1.44M | 0.24% | 00.0% | Unchanged |
| EJF Capital LLC | 3,600 | $1.40M | 0.44% | +600+20.0% | Added |
| Andra AP-fonden | 3,600 | $1.40M | 0.04% | −6,300−63.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.40M | 0.17% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,598 | $1.40M | 0.05% | +122+3.5% | Added |
| Sequoia Financial Advisors, LLC | 3,593 | $1.40M | 0.03% | +1,032+40.3% | Added |
| Zeke Capital Advisors, LLC | 3,518 | $1.37M | 0.09% | +1,988+129.9% | Added |
| Schechter Investment Advisors, LLC | 3,510 | $1.37M | 0.12% | −187−5.1% | Reduced |
| WT Wealth Management | 3,464 | $1.35M | 0.66% | +111+3.3% | Added |
| Private Advisor Group, LLC | 7,707 | $1.35M | 0.07% | +391+5.3% | Added |
| Jacobi Capital Management LLC | 3,439 | $1.34M | 0.17% | −10.0% | Reduced |
| Eads & Heald Wealth Management | 3,419 | $1.33M | 0.68% | +18+0.5% | Added |
| Cigna Investments Inc | 3,411 | $1.33M | 0.28% | +9+0.3% | Added |
| EP Wealth Advisors, LLC | 3,402 | $1.32M | 0.02% | +3,402 | New |
| Jacobson & Schmitt Advisors, LLC | 3,418 | $1.32M | 0.42% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,386 | $1.32M | 0.09% | −899−21.0% | Reduced |
| Miracle Mile Advisors, LLC | 3,365 | $1.31M | 0.04% | +225+7.2% | Added |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.31M | 2.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,334 | $1.30M | 0.07% | −1,432−30.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,315 | $1.30M | 0.11% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,309 | $1.29M | 0.05% | +238+7.7% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.29M | 0.35% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,300 | $1.28M | 0.36% | +3,300 | New |
| Archford Capital Strategies, LLC | 3,296 | $1.28M | 0.29% | +617+23.0% | Added |
| Credential Qtrade Securities Inc. | 3,294 | $1.28M | 0.09% | +824+33.4% | Added |
| Avalon Investment & Advisory | 3,280 | $1.28M | 0.04% | −328−9.1% | Reduced |
| GM Advisory Group, Inc. | 3,246 | $1.26M | 0.13% | +3+0.1% | Added |
| Advisor OS, LLC | 3,237 | $1.26M | 0.33% | +512+18.8% | Added |