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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 4,838 | $2.16M | 0.03% | −49,269−91.1% | Reduced |
| Legacy Advisors, LLC | 4,839 | $2.16M | 0.40% | +959+24.7% | Added |
| Stratos Wealth Advisors, LLC | 4,887 | $2.18M | 0.17% | −513−9.5% | Reduced |
| Harfst & Associates, Inc. | 4,896 | $2.18M | 0.63% | +8+0.2% | Added |
| Palisade Capital Management LLC | 4,910 | $2.19M | 0.06% | −520−9.6% | Reduced |
| Cetera Advisors LLC | 4,917 | $2.19M | 0.04% | +2,144+77.3% | Added |
| Signaturefd, LLC | 4,923 | $2.19M | 0.06% | +207+4.4% | Added |
| CAPROCK Group, Inc. | 4,957 | $2.21M | 0.17% | +506+11.4% | Added |
| Linden Thomas Advisory Services, LLC | 4,965 | $2.21M | 0.55% | +89+1.8% | Added |
| First Personal Financial Services | 4,999 | $2.23M | 0.58% | +342+7.3% | Added |
| Glynn Capital Management LLC | 5,000 | $2.23M | 0.53% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.23M | 0.43% | 00.0% | Unchanged |
| Carlson Capital L P | 5,000 | $2.23M | 0.21% | +5,000 | New |
| Meeder Advisory Services, Inc. | 5,011 | $2.23M | 0.26% | +110+2.2% | Added |
| Axxcess Wealth Management, LLC | 5,022 | $2.24M | 0.18% | +127+2.6% | Added |
| Equitable Trust Co | 5,028 | $2.24M | 0.18% | −30−0.6% | Reduced |
| Kornitzer Capital Management Inc | 5,047 | $2.25M | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,114 | $2.28M | 0.79% | −6−0.1% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $2.31M | 1.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,182 | $2.31M | 0.02% | +1,218+30.7% | Added |
| Veriti Management LLC | 5,194 | $2.32M | 0.27% | −113−2.1% | Reduced |
| PFG Advisors | 5,194 | $2.32M | 0.19% | −30−0.6% | Reduced |
| Sawtooth Solutions, LLC | 5,196 | $2.32M | 0.06% | +3,161+155.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,250 | $2.34M | 0.16% | +671+14.7% | Added |
| Bridges Investment Management Inc | 5,260 | $2.35M | 0.08% | +451+9.4% | Added |
| Quantinno Capital Management LP | 5,316 | $2.37M | 0.16% | +597+12.7% | Added |
| Roberts Wealth Advisors, LLC | 5,461 | $2.40M | 1.10% | +79+1.5% | Added |
| Asset Dedication, LLC | 5,423 | $2.41M | 0.22% | +1,004+22.7% | Added |
| First Bank & Trust | 5,403 | $2.41M | 0.64% | +691+14.7% | Added |
| MAI Capital Management | 5,508 | $2.46M | 0.04% | +238+4.5% | Added |
| Martin Capital Advisors, LLP | 5,523 | $2.46M | 2.54% | +25+0.5% | Added |
| E Fund Management Co., Ltd. | 5,532 | $2.47M | 0.18% | +45+0.8% | Added |
| Telemus Capital, LLC | 5,562 | $2.48M | 0.22% | +28+0.5% | Added |
| RVW Wealth, LLC | 5,576 | $2.49M | 0.31% | −3−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 5,631 | $2.51M | 0.02% | −5,630−50.0% | Reduced |
| Toroso Investments, LLC | 5,646 | $2.52M | 0.08% | +922+19.5% | Added |
| Polar Asset Management Partners Inc. | 5,658 | $2.52M | 0.04% | +5,658 | New |
| Compass Wealth Management LLC | 5,674 | $2.53M | 0.80% | −5−0.1% | Reduced |
| Walleye Capital LLC | 5,698 | $2.54M | 0.05% | +5,698 | New |
| Thoroughbred Financial Services, LLC | 5,715 | $2.55M | 0.38% | −169−2.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,723 | $2.55M | 0.87% | −250−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 5,735 | $2.56M | 0.00% | −46,467−89.0% | Reduced |
| Wambolt & Associates, LLC | 5,803 | $2.56M | 0.91% | +20.0% | Added |
| D.A. Davidson & Co. | 5,742 | $2.56M | 0.03% | +1,246+27.7% | Added |
| Weil Company, Inc. | 5,744 | $2.56M | 1.16% | +13+0.2% | Added |
| S.A. Mason LLC | 5,813 | $2.59M | 1.88% | −29−0.5% | Reduced |
| GAM Holding AG | 5,860 | $2.61M | 0.18% | +77+1.3% | Added |
| Atria Wealth Solutions, Inc. | 5,862 | $2.61M | 0.04% | +474+8.8% | Added |
| EP Wealth Advisors, LLC | 80,111 | $2.62M | 0.05% | +76,709+2,254.8% | Added |
| Handelsinvest Investeringsforvaltning | 5,875 | $2.62M | 0.42% | +1,151+24.4% | Added |
| Ostrum Asset Management | 5,931 | $2.64M | 0.23% | +5,931 | New |
| Sompo Asset Management Co., Ltd. | 5,970 | $2.66M | 0.56% | +770+14.8% | Added |
| Andar Capital Management HK Ltd | 6,000 | $2.67M | 5.03% | −5,000−45.5% | Reduced |
| Fiduciary Trust Co | 6,074 | $2.71M | 0.05% | +1,289+26.9% | Added |
| Biltmore Family Office, LLC | 6,078 | $2.71M | 0.57% | −3,925−39.2% | Reduced |
| Alberta Investment Management Corp | 6,100 | $2.72M | 0.03% | +6,100 | New |
| Old National Bancorp | 6,113 | $2.73M | 0.08% | +676+12.4% | Added |
| Everence Capital Management Inc | 6,130 | $2.73M | 0.22% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 6,150 | $2.74M | 0.52% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 6,212 | $2.77M | 0.41% | +4,802+340.6% | Added |
| Cohen Investment Advisors LLC | 6,250 | $2.79M | 2.20% | −96−1.5% | Reduced |
| Hyman Charles D | 6,266 | $2.79M | 0.19% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 6,282 | $2.80M | 2.23% | +500+8.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,318 | $2.82M | 0.00% | +2,515+66.1% | Added |
| Vestcor Inc | 6,331 | $2.82M | 0.10% | −26−0.4% | Reduced |
| Private Advisor Group, LLC | 6,342 | $2.83M | 0.03% | −1,365−17.7% | Reduced |
| Mitchell Capital Management Co | 6,354 | $2.83M | 0.70% | +153+2.5% | Added |
| Guardian Capital LP | 6,380 | $2.84M | 0.09% | +3,960+163.6% | Added |
| Evoke Wealth, LLC | 6,385 | $2.85M | 0.10% | +30+0.5% | Added |
| Stratos Wealth Partners, LTD. | 6,424 | $2.86M | 0.08% | −707−9.9% | Reduced |
| Knollwood Investment Advisory, LLC | 6,441 | $2.87M | 0.99% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,508 | $2.90M | 0.09% | −1,631−20.0% | Reduced |
| Kestra Advisory Services, LLC | 6,533 | $2.91M | 0.03% | −6,421−49.6% | Reduced |
| Intech Investment Management LLC | 6,546 | $2.92M | 0.02% | −413−5.9% | Reduced |
| Alps Advisors Inc | 6,558 | $2.92M | 0.03% | +108+1.7% | Added |
| Legacy Trust | 6,587 | $2.94M | 0.87% | +261+4.1% | Added |
| Madison Wealth Management | 6,682 | $2.98M | 0.64% | +29+0.4% | Added |
| PEAK6 Investments LLC | 6,692 | $2.98M | 0.19% | +6,690+334,500.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,703 | $2.99M | 0.05% | +181+2.8% | Added |
| Stonegate Investment Group, LLC | 6,847 | $3.05M | 0.11% | +1,194+21.1% | Added |
| Gamco Investors, Inc. Et Al | 6,912 | $3.08M | 0.03% | −42−0.6% | Reduced |
| Silphium Asset Management Ltd | 6,959 | $3.10M | 2.62% | +6,959 | New |
| First Foundation Advisors | 6,994 | $3.12M | 0.14% | +622+9.8% | Added |
| Advisors Asset Management, Inc. | 7,036 | $3.14M | 0.06% | +2,187+45.1% | Added |
| Tudor Investment Corp Et Al | 7,068 | $3.15M | 0.06% | −2,830−28.6% | Reduced |
| Veritable, L.P. | 7,150 | $3.19M | 0.05% | +490+7.4% | Added |
| CIBC World Markets Inc. | 7,167 | $3.19M | 0.01% | +3,209+81.1% | Added |
| Dynamic Advisor Solutions LLC | 7,273 | $3.24M | 0.19% | +2,386+48.8% | Added |
| Silvercrest Asset Management Group LLC | 7,313 | $3.26M | 0.02% | +504+7.4% | Added |
| Covenant Asset Management, LLC | 7,322 | $3.26M | 1.06% | +7+0.1% | Added |
| Fiera Capital Corp | 7,373 | $3.29M | 0.01% | −1,323−15.2% | Reduced |
| City Holding Co | 7,383 | $3.29M | 0.59% | +25+0.3% | Added |
| Canal Capital Management, LLC | 7,407 | $3.30M | 0.73% | −172−2.3% | Reduced |
| Ocean Capital Management, LLC | 7,413 | $3.30M | 1.67% | −124−1.6% | Reduced |
| Howe & Rusling Inc | 7,419 | $3.31M | 0.39% | +7,419 | New |
| Flputnam Investment Management Co | 7,424 | $3.31M | 0.11% | +628+9.2% | Added |
| Cypress Capital Group | 7,543 | $3.36M | 0.52% | −4,143−35.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,555 | $3.37M | 0.81% | −338−4.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,572 | $3.38M | 0.59% | −8−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,590 | $3.38M | 0.52% | +544+7.7% | Added |