Skip to main content

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, Q1 2023

Institutional positions in Intuit Inc. as of Mar 31, 2023. 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
1,617
+81 vs. Q4 2022
Shares held
235.6M
+2.38M (+1.0%) vs. Q4 2022
Total value
$104.9B
+$14.2B (+15.7%) vs. Q4 2022
New holders
170
665 more added
Sold out
89
559 more reduced

24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,617 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ1 2023: $104.9B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2022.

Institutions holding INTU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC1$00.00%+1New
Avion Wealth2$00.00%+2New
Summit Wealth Group, LLC83,370$00.00%+83,370New
Gradient Investments LLC1$4460.00%−1−50.0%Reduced
Carmichael Hill & Associates, Inc.1$4460.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$4460.00%00.0%Unchanged
25 LLC2$8540.00%+2New
WestEnd Advisors, LLC–$8920.00%––
AllSquare Wealth Management LLC2$8920.00%00.0%Unchanged
True Wealth Design, LLC2$8920.00%00.0%Unchanged
GeoWealth Management, LLC2$1.00K0.00%−783−99.7%Reduced
Macroview Investment Management LLC3$1.34K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1.34K0.00%00.0%Unchanged
Sofos Investments, Inc.2,596$1.52K0.07%+1,616+164.9%Added
Adirondack Trust Co4$1.78K0.00%+4New
Longfellow Investment Management Co LLC4$1.78K0.00%00.0%Unchanged
Castleview Partners, LLC4$1.78K0.00%00.0%Unchanged
USA Financial Portformulas Corp4$1.78K0.00%+4New
Ritter Daniher Financial Advisory LLC4$1.78K0.00%00.0%Unchanged
Centerpoint Advisors, LLC3$2.00K0.00%+3New
Dakota Community Bank & Trust NA5$2.23K0.01%00.0%Unchanged
Ahrens Investment Partners LLC5$2.23K0.00%+5New
Private Ocean, LLC5$2.25K0.00%−12−70.6%Reduced
Sugarloaf Wealth Management, LLC6$2.69K0.00%−86−93.5%Reduced
Clear Street Markets LLC7$3.00K0.00%+7New
SJS Investment Consulting Inc.7$3.12K0.00%+1+16.7%Added
PFG Private Wealth Management, LLC7$3.12K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$3.57K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC8$3.63K0.00%+8New
PayPay Securities Corp9$4.01K0.27%−7−43.8%Reduced
Colonial Trust Advisors9$4.01K0.00%−5−35.7%Reduced
Caldwell Sutter Capital, Inc.9$4.01K0.00%+9New
Schubert & Co9$4.01K0.00%−1−10.0%Reduced
Trifecta Capital Advisors, LLC9$4.01K0.00%00.0%Unchanged
TFC Financial Management9$4.01K0.00%+3+50.0%Added
Berkshire Capital Holdings Inc10$4.46K0.00%00.0%Unchanged
Disciplined Investments, LLC10$4.46K0.00%+1+11.1%Added
TSFG, LLC12$5.00K0.00%00.0%Unchanged
Byrne Asset Management LLC12$5.00K0.00%+12New
MCF Advisors LLC12$5.35K0.00%−1−7.7%Reduced
Emfo, LLC12$5.35K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC13$5.80K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$5.80K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$5.80K0.00%00.0%Unchanged
Lee Financial Co14$6.24K0.00%−3−17.6%Reduced
Tfo-TDC, LLC15$6.69K0.00%+15New
Old North State Trust, LLC16$7.00K0.00%00.0%Unchanged
Creative Financial Designs Inc16$7.13K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$7.58K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC17$7.62K0.01%00.0%Unchanged
Dividend Assets Capital, LLC24$9.00K0.00%00.0%Unchanged
Retirement Group, LLC21$9.00K0.00%+21New
RFP Financial Group LLC21$9.36K0.01%00.0%Unchanged
Tortoise Investment Management, LLC22$9.81K0.00%+5+29.4%Added
Bollard Group LLC23$10.0K0.00%00.0%Unchanged
Rock Creek Group, LP23$10.3K0.00%−20−46.5%Reduced
Acima Private Wealth, LLC24$10.7K0.01%+24New
Rise Advisors, LLC24$10.8K0.01%+2+9.1%Added
Wolff Wiese Magana LLC25$11.1K0.01%+5+25.0%Added
Syverson Strege & Co25$11.1K0.00%+25New
Community Bank, N.A.26$11.6K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC26$11.6K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC26$11.6K0.00%00.0%Unchanged
Aspire Private Capital, LLC27$12.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$12.0K0.00%+1+3.8%Added
SRS Capital Advisors, Inc.27$12.0K0.00%+7+35.0%Added
Archer Investment Corp28$12.5K0.00%+21+300.0%Added
Hanson & Doremus Investment Management31$14.0K0.00%−14−31.1%Reduced
Front Row Advisors LLC32$14.0K0.01%00.0%Unchanged
HWG Holdings LP33$14.7K0.01%00.0%Unchanged
Coastal Capital Group, Inc.33$14.7K0.00%+16+94.1%Added
Bourgeon Capital Management LLC34$15.2K0.00%00.0%Unchanged
Solstein Capital, LLC36$16.1K0.01%00.0%Unchanged
NewSquare Capital LLC40$17.8K0.00%+40New
Key Financial Inc41$18.3K0.01%00.0%Unchanged
Optimum Investment Advisors44$19.6K0.01%00.0%Unchanged
Rational Advisors LLC44$19.6K0.00%00.0%Unchanged
Sittner & Nelson, LLC45$20.1K0.01%+11+32.4%Added
GPS Wealth Strategies Group, LLC45$20.2K0.00%+45New
Larson Financial Group LLC49$21.8K0.00%+28+133.3%Added
City State Bank50$22.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.36$22.0K0.01%00.0%Unchanged
Albion Financial Group50$22.3K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$22.3K0.01%00.0%Unchanged
Pflug Koory, LLC50$22.3K0.01%00.0%Unchanged
Tucker Asset Management LLC51$22.7K0.01%+21+70.0%Added
Strengthening Families & Communities, LLC53$24.0K0.02%+25+89.3%Added
Bangor Savings Bank54$24.1K0.00%00.0%Unchanged
Stephenson National Bank & Trust55$24.5K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC56$25.0K0.01%+56New
Raleigh Capital Management Inc.58$25.9K0.01%+29+100.0%Added
Activest Wealth Management60$26.5K0.02%+60New
Moisand Fitzgerald Tamayo, LLC60$26.8K0.01%00.0%Unchanged
Tradition Wealth Management, LLC60$27.0K0.00%+15+33.3%Added
Baystate Wealth Management LLC60$27.0K0.00%+18+42.9%Added
Atwood & Palmer Inc65$29.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC65$29.0K0.01%+65New
Barrett & Company, Inc.65$29.1K0.02%00.0%Unchanged
Bogart Wealth, LLC71$31.7K0.00%+33+86.8%Added
Kistler-Tiffany Companies, LLC75$33.4K0.01%00.0%Unchanged