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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 7,611 | $3.39M | 0.80% | +2,295+43.2% | Added |
| Empirical Finance, LLC | 7,677 | $3.42M | 0.32% | +385+5.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,930 | $3.46M | 1.44% | +580+7.9% | Added |
| Assenagon Asset Management S.A. | 7,825 | $3.49M | 0.01% | −4,274−35.3% | Reduced |
| Empower Advisory Group, LLC | 7,927 | $3.49M | 0.02% | +7,927 | New |
| First Nebraska Trust Co | 7,856 | $3.50M | 0.44% | +250+3.3% | Added |
| Nordwand Advisors, LLC | 7,901 | $3.52M | 0.57% | −12,013−60.3% | Reduced |
| Change Path, LLC | 7,969 | $3.55M | 0.18% | +1,784+28.8% | Added |
| Papp L Roy & Associates | 7,976 | $3.56M | 0.48% | −194−2.4% | Reduced |
| Spire Wealth Management | 8,003 | $3.57M | 0.14% | +6,815+573.7% | Added |
| JB Capital LLC | 8,030 | $3.58M | 0.33% | +705+9.6% | Added |
| Parsons Capital Management Inc | 8,063 | $3.59M | 0.29% | −391−4.6% | Reduced |
| Chesley Taft & Associates LLC | 8,065 | $3.60M | 0.24% | +280+3.6% | Added |
| Carmignac Gestion | 8,198 | $3.64M | 0.06% | −7,799−48.8% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $3.65M | 2.14% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 8,193 | $3.65M | 2.61% | +8,193 | New |
| Sendero Wealth Management, LLC | 8,233 | $3.67M | 1.12% | +1,182+16.8% | Added |
| Sumitomo Life Insurance Co | 8,237 | $3.67M | 0.31% | −48−0.6% | Reduced |
| Impax Asset Management Group plc | 8,315 | $3.71M | 0.02% | −450−5.1% | Reduced |
| HighTower Trust Services, LTA | 9,539 | $3.75M | 0.37% | −3,529−27.0% | Reduced |
| WBI Investments | 8,433 | $3.76M | 0.75% | +8,433 | New |
| Independent Advisor Alliance | 8,518 | $3.80M | 0.18% | +8,518 | New |
| Beacon Pointe Advisors, LLC | 8,541 | $3.81M | 0.06% | +1,617+23.4% | Added |
| TownSquare Capital, LLC | 8,591 | $3.83M | 0.08% | +1,414+19.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,598 | $3.83M | 0.24% | −373−4.2% | Reduced |
| Bank of Hawaii | 8,659 | $3.86M | 0.22% | −14−0.2% | Reduced |
| HBW Advisory Services LLC | 8,663 | $3.86M | 0.96% | −855−9.0% | Reduced |
| Twin Tree Management, LP | 8,666 | $3.86M | 0.11% | −30,362−77.8% | Reduced |
| Karani Asset Management LLC | 8,675 | $3.87M | 4.10% | +7+0.1% | Added |
| Duncker Streett & Co Inc | 8,741 | $3.90M | 0.93% | +82+0.9% | Added |
| Watchman Group, Inc. | 8,758 | $3.90M | 2.04% | +151+1.8% | Added |
| Harbour Capital Advisors, LLC | 8,759 | $3.91M | 1.18% | +11+0.1% | Added |
| Essex Investment Management Co LLC | 8,791 | $3.92M | 0.57% | −4,004−31.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,831 | $3.94M | 0.10% | −30.0% | Reduced |
| NewEdge Wealth, LLC | 8,887 | $3.96M | 0.15% | +1,192+15.5% | Added |
| Boston Financial Mangement LLC | 8,950 | $3.99M | 0.16% | +90+1.0% | Added |
| Synovus Financial Corp | 9,013 | $4.02M | 0.05% | +591+7.0% | Added |
| Vinva Investment Management Ltd | 9,139 | $4.02M | 0.34% | +9,139 | New |
| Beacon Investment Advisors LLC | 9,032 | $4.03M | 2.94% | +9+0.1% | Added |
| FourThought Financial Partners, LLC | 9,050 | $4.03M | 0.55% | −61−0.7% | Reduced |
| Legal Advantage Investments, Inc. | 9,102 | $4.06M | 2.98% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 9,117 | $4.06M | 2.37% | −27−0.3% | Reduced |
| Ellsworth Advisors, LLC | 9,125 | $4.07M | 1.43% | +9,125 | New |
| Mastrapasqua Asset Management Inc | 9,173 | $4.09M | 0.50% | −49−0.5% | Reduced |
| NWK Group, Inc. | 9,303 | $4.15M | 2.69% | −40−0.4% | Reduced |
| Penserra Capital Management LLC | 9,353 | $4.17M | 0.09% | +7,916+550.9% | Added |
| AXS Investments LLC | 9,356 | $4.17M | 1.38% | −743−7.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,375 | $4.18M | 2.95% | −135−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,451 | $4.21M | 0.17% | +38+0.4% | Added |
| Broadleaf Partners, LLC | 9,488 | $4.23M | 1.51% | +179+1.9% | Added |
| Massmutual Trust Co FSB | 9,548 | $4.26M | 0.16% | +315+3.4% | Added |
| Central Trust Co | 9,640 | $4.30M | 0.13% | +76+0.8% | Added |
| Raymond James Trust N.A. | 9,669 | $4.31M | 0.14% | +767+8.6% | Added |
| Kenfarb & Co. | 9,707 | $4.33M | 3.87% | −270−2.7% | Reduced |
| Cetera Investment Advisers | 9,866 | $4.40M | 0.04% | +520+5.6% | Added |
| Wetherby Asset Management Inc | 9,893 | $4.41M | 0.26% | +20.0% | Added |
| Harvest Volatility Management LLC | 10,077 | $4.43M | 0.89% | −1,790−15.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,996 | $4.46M | 0.37% | −113−1.1% | Reduced |
| Greenleaf Trust | 10,118 | $4.51M | 0.05% | −37−0.4% | Reduced |
| Pathstone Family Office, LLC | 8,485 | $4.52M | 0.07% | −5,153−37.8% | Reduced |
| Freemont Management S.A. | 10,200 | $4.55M | 0.67% | 00.0% | Unchanged |
| Bamco Inc | 10,216 | $4.55M | 0.01% | −400−3.8% | Reduced |
| Carderock Capital Management Inc | 10,330 | $4.61M | 1.61% | +3,562+52.6% | Added |
| Dock Street Asset Management Inc | 10,359 | $4.62M | 0.90% | +657+6.8% | Added |
| Redmond Asset Management, LLC | 10,551 | $4.70M | 1.63% | −271−2.5% | Reduced |
| Kinneret Advisory, LLC | 10,574 | $4.71M | 0.61% | −568−5.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,595 | $4.72M | 0.38% | +93+0.9% | Added |
| Logan Capital Management Inc | 10,745 | $4.79M | 0.23% | −43−0.4% | Reduced |
| Two Point Capital Management, Inc. | 10,806 | $4.82M | 2.84% | −56−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 11,193 | $4.99M | 0.52% | −32−0.3% | Reduced |
| Trust Co of Virginia | 11,198 | $4.99M | 0.55% | −46−0.4% | Reduced |
| Mercer Global Advisors Inc | 11,252 | $5.02M | 0.02% | −9,350−45.4% | Reduced |
| HM Payson & Co | 11,262 | $5.02M | 0.12% | +169+1.5% | Added |
| Advisory Services Network, LLC | 11,441 | $5.10M | 0.14% | −284−2.4% | Reduced |
| Bluegrass Capital Partners LP | 11,500 | $5.13M | 5.69% | −7,500−39.5% | Reduced |
| Lindbrook Capital, LLC | 11,757 | $5.24M | 0.61% | +641+5.8% | Added |
| Account Management LLC | 11,884 | $5.30M | 6.78% | −700−5.6% | Reduced |
| E. Ohman J:or Asset Management AB | 11,884 | $5.30M | 0.21% | +400+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,942 | $5.32M | 0.08% | +1,084+10.0% | Added |
| BTC Capital Management, Inc. | 12,101 | $5.39M | 0.62% | −15−0.1% | Reduced |
| CWA Asset Management Group, LLC | 12,099 | $5.39M | 0.40% | +915+8.2% | Added |
| Guinness Atkinson Asset Management Inc | 12,125 | $5.41M | 3.05% | −257−2.1% | Reduced |
| M. Kulyk & Associates, LLC | 12,141 | $5.41M | 1.64% | +526+4.5% | Added |
| Prime Capital Investment Advisors, LLC | 12,143 | $5.41M | 0.22% | +11,230+1,230.0% | Added |
| American National Bank | 12,161 | $5.42M | 1.00% | −1,281−9.5% | Reduced |
| Conning Inc. | 12,185 | $5.43M | 0.18% | +181+1.5% | Added |
| First Hawaiian Bank | 12,256 | $5.46M | 0.19% | +623+5.4% | Added |
| Marietta Wealth Management, LLC | 12,262 | $5.47M | 1.16% | +17+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 12,373 | $5.52M | 0.24% | +628+5.3% | Added |
| Metropolitan Life Insurance Co | 12,566 | $5.60M | 0.29% | −3,387−21.2% | Reduced |
| Jacobs & Co | 12,613 | $5.62M | 0.69% | +1,432+12.8% | Added |
| Banque Cantonale Vaudoise | 12,725 | $5.67M | 0.28% | −1,465−10.3% | Reduced |
| Oak Ridge Investments LLC | 13,046 | $5.82M | 0.79% | −51−0.4% | Reduced |
| New Mexico Educational Retirement Board | 13,078 | $5.83M | 0.29% | −400−3.0% | Reduced |
| Metis Global Partners, LLC | 13,207 | $5.89M | 0.38% | +2,687+25.5% | Added |
| SYSTM Wealth Solutions LLC | 13,333 | $5.94M | 0.91% | −873−6.1% | Reduced |
| GWM Advisors LLC | 13,340 | $5.95M | 0.07% | +816+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,349 | $5.95M | 0.03% | −568−4.1% | Reduced |
| Eagle Capital Management, LLC | 13,385 | $5.97M | 3.90% | −92−0.7% | Reduced |
| Tenere Capital LLC | 13,420 | $5.98M | 3.13% | −7,193−34.9% | Reduced |