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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 3,201 | $1.25M | 0.16% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 3,200 | $1.25M | 0.15% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,186 | $1.24M | 0.12% | +892+38.9% | Added |
| Altrafin AG | 3,175 | $1.24M | 0.72% | +3,175 | New |
| Venturi Wealth Management, LLC | 3,162 | $1.23M | 0.11% | +211+7.2% | Added |
| Vista Wealth Management Group, LLC | 3,161 | $1.23M | 0.15% | +55+1.8% | Added |
| REDW Wealth LLC | 3,143 | $1.22M | 0.42% | −25−0.8% | Reduced |
| Maven Securities LTD | 3,139 | $1.22M | 0.24% | −2,498−44.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,103 | $1.21M | 0.30% | +391+14.4% | Added |
| AtonRa Partners | 3,069 | $1.19M | 1.52% | −251−7.6% | Reduced |
| RB Capital Management, LLC | 3,026 | $1.18M | 0.43% | −28−0.9% | Reduced |
| Lincoln National Corp | 2,998 | $1.17M | 0.03% | +741+32.8% | Added |
| Elmwood Wealth Management, Inc. | 2,994 | $1.17M | 0.58% | −10−0.3% | Reduced |
| Twin Capital Management Inc | 2,992 | $1.17M | 0.15% | −3,179−51.5% | Reduced |
| Y.D. More Investments Ltd | 2,968 | $1.16M | 0.31% | +2,968 | New |
| Riverpark Capital Management LLC | 2,971 | $1.16M | 2.68% | −4,872−62.1% | Reduced |
| HB Wealth Management, LLC | 2,949 | $1.15M | 0.02% | +878+42.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,928 | $1.14M | 0.13% | +5+0.2% | Added |
| Moody National Bank Trust Division | 2,920 | $1.14M | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,919 | $1.14M | 0.13% | +926+46.5% | Added |
| HBK Sorce Advisory LLC | 2,918 | $1.14M | 0.03% | +1,128+63.0% | Added |
| Ropes Wealth Advisors LLC | 2,909 | $1.13M | 0.20% | +84+3.0% | Added |
| Roberts Glore & Co Inc | 2,904 | $1.13M | 0.39% | −425−12.8% | Reduced |
| Eagle Asset Management Inc | 2,878 | $1.13M | 0.01% | +156+5.7% | Added |
| Merit Financial Group, LLC | 2,853 | $1.11M | 0.04% | +1,369+92.3% | Added |
| Boit C F David | 2,850 | $1.11M | 0.79% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,827 | $1.10M | 0.04% | −192−6.4% | Reduced |
| Leonteq Securities AG | 2,823 | $1.10M | 0.06% | +754+36.4% | Added |
| DB Fitzpatrick & Co, Inc | 2,810 | $1.09M | 1.25% | +628+28.8% | Added |
| Silicon Valley Capital Partners | 2,773 | $1.08M | 0.25% | −1,016−26.8% | Reduced |
| Cetera Advisors LLC | 2,773 | $1.08M | 0.02% | +1,084+64.2% | Added |
| Horizon Investments, LLC | 2,777 | $1.08M | 0.03% | +1,754+171.5% | Added |
| Mather Group, LLC. | 2,750 | $1.07M | 0.02% | +130+5.0% | Added |
| Kennicott Capital Management LLC | 2,738 | $1.07M | 0.81% | +2,738 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.06M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,717 | $1.06M | 0.02% | +1,190+77.9% | Added |
| Alpha Paradigm Partners, LLC | 2,696 | $1.05M | 0.43% | +877+48.2% | Added |
| Cascade Investment Group, Inc. | 2,683 | $1.04M | 1.09% | +2,683 | New |
| Abacus Planning Group, Inc. | 2,682 | $1.04M | 0.29% | −8−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,678 | $1.04M | 0.11% | +31+1.2% | Added |
| Haverford Financial Services, Inc. | 2,677 | $1.04M | 0.29% | +630+30.8% | Added |
| Breakline Capital LLC | 2,647 | $1.03M | 1.13% | +2,647 | New |
| LMR Partners LLP | 2,631 | $1.02M | 0.02% | −5,773−68.7% | Reduced |
| Cavalier Investments, LLC | 2,627 | $1.02M | 0.37% | −138−5.0% | Reduced |
| Citizens National Bank Trust Department | 2,627 | $1.02M | 0.29% | −15−0.6% | Reduced |
| FSM Wealth Advisors, LLC | 2,618 | $1.02M | 0.72% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,544 | $1.02M | 0.03% | +4,470+49.3% | Added |
| Capricorn Fund Managers Ltd | 2,608 | $1.01M | 0.26% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,585 | $1.01M | 0.52% | +2,585 | New |
| Transamerica Financial Advisors, Inc. | 2,567 | $999.0K | 0.14% | −94−3.5% | Reduced |
| InterOcean Capital Group, LLC | 2,560 | $996.4K | 0.04% | +4+0.2% | Added |
| Segall Bryant & Hamill, LLC | 2,559 | $996.0K | 0.01% | +121+5.0% | Added |
| Quadrant Capital Group LLC | 2,534 | $986.3K | 0.11% | −128−4.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,532 | $985.5K | 0.11% | −421−14.3% | Reduced |
| Weatherly Asset Management L. P. | 2,530 | $984.9K | 0.13% | −125−4.7% | Reduced |
| Verition Fund Management LLC | 2,528 | $983.9K | 0.02% | −2,636−51.0% | Reduced |
| Heartland Bank & Trust Co | 2,508 | $976.2K | 0.72% | −187−6.9% | Reduced |
| Hilltop Holdings Inc. | 2,506 | $975.4K | 0.13% | +6+0.2% | Added |
| Waycross Partners, LLC | 2,500 | $973.0K | 0.35% | −600−19.4% | Reduced |
| Old Port Advisors | 2,494 | $970.7K | 0.37% | −129−4.9% | Reduced |
| Sunbelt Securities, Inc. | 2,481 | $965.6K | 0.19% | −379−13.3% | Reduced |
| Knowledge Leaders Capital, LLC | 2,478 | $964.5K | 1.27% | −144−5.5% | Reduced |
| Monumental Financial Group Inc. | 2,459 | $957.0K | 0.77% | +2,459 | New |
| Peak Asset Management, LLC | 2,449 | $953.2K | 0.25% | −125−4.9% | Reduced |
| BancorpSouth Bank | 2,448 | $952.8K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,445 | $951.5K | 0.06% | +139+6.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,428 | $944.9K | 0.04% | −115−4.5% | Reduced |
| Nicolet Bankshares Inc | 2,422 | $942.7K | 0.32% | +9+0.4% | Added |
| Guardian Capital LP | 2,420 | $941.9K | 0.03% | −80−3.2% | Reduced |
| ICONIQ Capital, LLC | 2,372 | $923.1K | 0.01% | +5+0.2% | Added |
| Cannell Peter B & Co Inc | 2,327 | $905.7K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,321 | $903.0K | 0.02% | +640+38.1% | Added |
| Value Partners Investments Inc. | 2,309 | $898.4K | 0.08% | +279+13.7% | Added |
| DF Dent & Co Inc | 2,292 | $892.1K | 0.01% | +996+76.9% | Added |
| Diversified Trust Co | 2,289 | $891.0K | 0.04% | −141−5.8% | Reduced |
| BTG Pactual Global Asset Management Ltd | 2,282 | $888.2K | 1.48% | +2,282 | New |
| Virtue Capital Management, LLC | 2,269 | $882.9K | 0.13% | +1,489+190.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,262 | $880.4K | 0.16% | +64+2.9% | Added |
| Krilogy Financial LLC | 2,256 | $878.1K | 0.08% | +8+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,240 | $871.9K | 0.10% | −532−19.2% | Reduced |
| Capital Asset Advisory Services LLC | 2,220 | $871.9K | 0.07% | −48−2.1% | Reduced |
| Banco Santander, S.A. | 2,234 | $869.5K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 2,229 | $868.0K | 0.04% | +63+2.9% | Added |
| Anchor Investment Management, LLC | 2,209 | $859.8K | 0.12% | +73+3.4% | Added |
| Snowden Capital Advisors LLC | 2,209 | $859.6K | 0.04% | +592+36.6% | Added |
| Sherbrooke Park Advisers LLC | 2,200 | $856.3K | 0.63% | +2,200 | New |
| Savant Capital, LLC | 2,184 | $850.1K | 0.02% | +344+18.7% | Added |
| FSA Wealth Management LLC | 2,184 | $850.1K | 0.49% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,183 | $849.7K | 0.04% | +54+2.5% | Added |
| Next Century Growth Investors LLC | 2,170 | $844.6K | 0.10% | −10.0% | Reduced |
| Garner Asset Management Corp | 2,163 | $842.0K | 0.42% | +10.0% | Added |
| Jag Capital Management, LLC | 2,162 | $841.4K | 0.12% | −577−21.1% | Reduced |
| Sonnipe Ltd | 2,155 | $838.8K | 0.16% | +2,155 | New |
| Waldron Private Wealth LLC | 2,163 | $837.0K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,150 | $837.0K | 1.08% | +461+27.3% | Added |
| Main Street Research LLC | 2,147 | $835.7K | 0.20% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 2,134 | $830.6K | 0.17% | +182+9.3% | Added |
| Ritholtz Wealth Management | 2,116 | $823.4K | 0.05% | −2,686−55.9% | Reduced |
| Woodline Partners LP | 2,115 | $823.2K | 0.01% | +2,115 | New |
| Personal Cfo Solutions, LLC | 2,108 | $820.5K | 0.17% | −64−2.9% | Reduced |