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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 13,501 | $6.02M | 0.31% | +293+2.2% | Added |
| Resonate Capital, LLC | 13,501 | $6.02M | 9.75% | +1,397+11.5% | Added |
| Cyrus J. Lawrence, LLC | 13,507 | $6.02M | 1.75% | +56+0.4% | Added |
| Kingfisher Capital LLC | 13,646 | $6.08M | 1.60% | +7+0.1% | Added |
| Bailard, Inc. | 13,694 | $6.11M | 0.22% | −82−0.6% | Reduced |
| Oppenheimer & Co Inc | 13,740 | $6.13M | 0.13% | −864−5.9% | Reduced |
| Thrivent Financial for Lutherans | 13,768 | $6.13M | 0.01% | −12,214−47.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,818 | $6.16M | 0.56% | −84−0.6% | Reduced |
| Meeder Asset Management Inc | 13,845 | $6.17M | 0.49% | −290−2.1% | Reduced |
| Montag A & Associates Inc | 13,903 | $6.20M | 0.41% | −250−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 13,999 | $6.24M | 0.08% | +873+6.7% | Added |
| Donaldson Capital Management, LLC | 14,075 | $6.28M | 0.30% | −539−3.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,139 | $6.30M | 0.15% | −16,350−53.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,205 | $6.33M | 0.23% | +299+2.2% | Added |
| TD Waterhouse Canada Inc. | 13,300 | $6.39M | 0.07% | +5,776+76.8% | Added |
| Credit Agricole S A | 14,498 | $6.46M | 0.28% | +5,981+70.2% | Added |
| American Money Management, LLC | 14,530 | $6.48M | 1.72% | −155−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 14,637 | $6.53M | 0.22% | +14,637 | New |
| Fulcrum Capital LLC | 14,660 | $6.54M | 1.76% | +923+6.7% | Added |
| LMCG Investments, LLC | 14,815 | $6.60M | 0.44% | +830+5.9% | Added |
| Evexia Wealth LLC | 15,401 | $6.65M | 3.58% | +15,401 | New |
| Pragma Gestao de Patrimonio Ltd | 15,000 | $6.69M | 4.74% | +4,000+36.4% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $6.69M | 1.67% | +15,000 | New |
| Sawgrass Asset Management LLC | 15,055 | $6.71M | 0.87% | −388−2.5% | Reduced |
| Stonebridge Capital Management Inc | 15,093 | $6.73M | 3.23% | −50.0% | Reduced |
| Chartwell Investment Partners, LLC | 15,117 | $6.74M | 0.26% | +27+0.2% | Added |
| Stephens Inc | 15,145 | $6.75M | 0.13% | +1,502+11.0% | Added |
| Unio Capital LLC | 15,199 | $6.78M | 3.63% | −109−0.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 15,250 | $6.80M | 0.37% | −1,936−11.3% | Reduced |
| Advisor Partners II, LLC | 15,282 | $6.81M | 0.38% | −34−0.2% | Reduced |
| Pitcairn Co | 15,375 | $6.85M | 0.63% | −467−2.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,404 | $6.87M | 0.17% | −782−4.8% | Reduced |
| Ieq Capital, LLC | 15,545 | $6.93M | 0.16% | +267+1.7% | Added |
| Profund Advisors LLC | 15,567 | $6.94M | 0.43% | −67−0.4% | Reduced |
| Elk River Wealth Management, LLC | 15,629 | $6.97M | 1.58% | +470+3.1% | Added |
| Illinois Municipal Retirement Fund | 15,655 | $6.98M | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 15,753 | $7.02M | 0.24% | +1,681+11.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 15,757 | $7.02M | 0.36% | +2,974+23.3% | Added |
| Advent International Corp | 15,850 | $7.07M | 0.09% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 15,920 | $7.10M | 0.21% | −20,613−56.4% | Reduced |
| Crossmark Global Holdings, Inc. | 15,921 | $7.10M | 0.17% | −327−2.0% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $7.13M | 1.09% | −5,000−23.8% | Reduced |
| Huntington National Bank | 16,180 | $7.21M | 0.07% | −205−1.3% | Reduced |
| Glenmede Trust Co NA | 16,323 | $7.28M | 0.04% | −717−4.2% | Reduced |
| Ithaka Group LLC | 16,387 | $7.31M | 1.54% | +16,387 | New |
| Hantz Financial Services, Inc. | 16,420 | $7.32M | 0.20% | +205+1.3% | Added |
| Boothbay Fund Management, LLC | 16,500 | $7.36M | 0.21% | +3,097+23.1% | Added |
| Premier Fund Managers Ltd | 16,783 | $7.39M | 0.29% | −34−0.2% | Reduced |
| Wolverine Trading, LLC | 16,832 | $7.41M | 0.22% | −98,606−85.4% | Reduced |
| Trust Co of Vermont | 16,719 | $7.45M | 0.52% | +318+1.9% | Added |
| McKinley Capital Management LLC /Delaware | 16,903 | $7.54M | 1.00% | −303−1.8% | Reduced |
| Cullinan Associates Inc | 16,936 | $7.55M | 0.44% | −168−1.0% | Reduced |
| Cresset Asset Management, LLC | 17,067 | $7.61M | 0.15% | +1,182+7.4% | Added |
| TD Private Client Wealth LLC | 17,225 | $7.68M | 0.34% | −938−5.2% | Reduced |
| LGT Group Foundation | 17,255 | $7.69M | 0.22% | −6,292−26.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,350 | $7.74M | 0.60% | −223−1.3% | Reduced |
| Addenda Capital Inc. | 17,411 | $7.76M | 0.32% | +896+5.4% | Added |
| Motco | 17,453 | $7.78M | 0.53% | +756+4.5% | Added |
| Peapack Gladstone Financial Corp | 17,695 | $7.88M | 0.15% | −95−0.5% | Reduced |
| Achmea Investment Management B.V. | 17,696 | $7.89M | 0.23% | +3,520+24.8% | Added |
| Copeland Capital Management, LLC | 17,838 | $7.95M | 0.19% | −635−3.4% | Reduced |
| Citizens Financial Group Inc | 17,929 | $7.99M | 0.29% | −1,056−5.6% | Reduced |
| Tocqueville Asset Management L.P. | 17,945 | $8.00M | 0.15% | −1,556−8.0% | Reduced |
| Power Corp of Canada | 18,783 | $8.07M | 0.85% | +9,613+104.8% | Added |
| Manchester Global Management (UK) Ltd | 18,300 | $8.16M | 2.93% | −3,400−15.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,334 | $8.17M | 0.01% | +89+0.5% | Added |
| Financial Counselors Inc | 18,396 | $8.20M | 0.18% | −86−0.5% | Reduced |
| Prudential PLC | 18,606 | $8.30M | 0.10% | +877+4.9% | Added |
| Lido Advisors, LLC | 18,637 | $8.31M | 0.12% | +15,920+585.9% | Added |
| Madison Asset Management, LLC | 18,651 | $8.32M | 0.13% | +126+0.7% | Added |
| Headinvest, LLC | 18,802 | $8.38M | 1.84% | −137−0.7% | Reduced |
| Sara-Bay Financial | 18,806 | $8.38M | 4.28% | −446−2.3% | Reduced |
| Sirios Capital Management L P | 18,915 | $8.43M | 1.49% | +13,052+222.6% | Added |
| Advisory Research Inc | 18,972 | $8.46M | 1.39% | −3,065−13.9% | Reduced |
| First Long Island Investors, LLC | 19,100 | $8.52M | 0.87% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19,193 | $8.56M | 0.16% | +1,309+7.3% | Added |
| Central Bank & Trust Co | 19,208 | $8.56M | 1.52% | −506−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 19,288 | $8.60M | 0.55% | −209−1.1% | Reduced |
| Commerce Bank | 19,357 | $8.63M | 0.07% | −385−2.0% | Reduced |
| Varma Mutual Pension Insurance Co | 19,387 | $8.64M | 0.11% | −30,000−60.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,442 | $8.67M | 1.00% | +512+2.7% | Added |
| XXEC, Inc. | 19,480 | $8.68M | 6.93% | −445−2.2% | Reduced |
| Bessemer Group Inc | 19,556 | $8.72M | 0.02% | −1,143−5.5% | Reduced |
| Ethic Inc. | 19,581 | $8.73M | 0.35% | +4,663+31.3% | Added |
| Calamos Wealth Management LLC | 19,966 | $8.90M | 0.70% | +3,700+22.7% | Added |
| Summit Global Investments | 20,101 | $8.96M | 0.69% | +2,182+12.2% | Added |
| ClariVest Asset Management LLC | 20,176 | $8.99M | 0.40% | −600−2.9% | Reduced |
| Thematics Asset Management | 20,193 | $9.00M | 0.49% | +245+1.2% | Added |
| Amica Mutual Insurance Co | 20,438 | $9.11M | 1.02% | +2,500+13.9% | Added |
| Anderson Hoagland & Co | 20,591 | $9.18M | 1.32% | −206−1.0% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $9.18M | 0.43% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 20,625 | $9.20M | 0.07% | +1,870+10.0% | Added |
| Atria Investments LLC | 20,660 | $9.21M | 0.17% | +3,899+23.3% | Added |
| Picton Mahoney Asset Management | 20,865 | $9.30M | 0.47% | +3,766+22.0% | Added |
| Gillson Capital LP | 20,867 | $9.30M | 0.77% | +12,925+162.7% | Added |
| Cornerstone Advisors, LLC | 21,000 | $9.36M | 0.43% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 21,068 | $9.39M | 0.25% | −1,324−5.9% | Reduced |
| Arcadia Investment Management Corp | 21,149 | $9.43M | 2.05% | +998+5.0% | Added |
| Elo Mutual Pension Insurance Co | 21,310 | $9.50M | 0.30% | +571+2.8% | Added |
| Steel Peak Wealth Management LLC | 21,501 | $9.59M | 0.65% | +5,976+38.5% | Added |