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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 21,790 | $9.71M | 0.12% | +38+0.2% | Added |
| Maryland State Retirement & Pension System | 21,817 | $9.73M | 0.22% | +129+0.6% | Added |
| Industrial Alliance Investment Management Inc. | 21,892 | $9.76M | 0.27% | −730−3.2% | Reduced |
| Kentucky Retirement Systems | 22,212 | $9.90M | 0.36% | +35+0.2% | Added |
| AE Wealth Management LLC | 22,224 | $9.91M | 0.06% | +7,852+54.6% | Added |
| Immersion Capital LLP | 22,635 | $10.1M | 2.60% | −49,985−68.8% | Reduced |
| Liberty Capital Management, Inc. | 22,688 | $10.1M | 3.33% | −173−0.8% | Reduced |
| Norinchukin Bank, The | 22,750 | $10.1M | 0.20% | +492+2.2% | Added |
| Boston Private Wealth LLC | 22,982 | $10.2M | 0.14% | +16,846+274.5% | Added |
| Patten & Patten Inc | 23,031 | $10.3M | 0.90% | −193−0.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 23,565 | $10.5M | 0.33% | +326+1.4% | Added |
| Securian Asset Management, Inc | 23,601 | $10.5M | 0.28% | +76+0.3% | Added |
| Hartford Investment Management Co | 23,660 | $10.5M | 0.36% | +3,298+16.2% | Added |
| HFR Wealth Management, LLC | 23,768 | $10.6M | 3.01% | −60−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,211 | $10.8M | 0.04% | +785+3.4% | Added |
| Alley Investment Management Company, LLC | 24,695 | $11.0M | 1.84% | +289+1.2% | Added |
| First Horizon Advisors, Inc. | 24,710 | $11.0M | 0.39% | +5,996+32.0% | Added |
| MML Investors Services, LLC | 25,067 | $11.2M | 0.08% | −423−1.7% | Reduced |
| Janney Montgomery Scott LLC | 25,190 | $11.2M | 0.05% | +536+2.2% | Added |
| Parallel Advisors, LLC | 25,259 | $11.3M | 0.38% | +17,918+244.1% | Added |
| National Bank of Canada | 25,630 | $11.4M | 0.03% | +7,905+44.6% | Added |
| Congress Wealth Management LLC | 25,720 | $11.5M | 0.28% | +972+3.9% | Added |
| Pictet & Cie (Europe) SA | 25,800 | $11.5M | 0.48% | +25,800 | New |
| YHB Investment Advisors, Inc. | 25,887 | $11.5M | 1.16% | +107+0.4% | Added |
| Gabelli Funds LLC | 25,903 | $11.5M | 0.09% | +6,750+35.2% | Added |
| Middleton & Co Inc | 25,908 | $11.6M | 1.66% | −41−0.2% | Reduced |
| De Burlo Group Inc | 26,100 | $11.6M | 2.27% | +26,100 | New |
| Bryn Mawr Trust Co | 26,136 | $11.7M | 0.51% | +34+0.1% | Added |
| Northstar Asset Management Inc | 26,151 | $11.7M | 3.59% | +743+2.9% | Added |
| L & S Advisors Inc | 26,185 | $11.7M | 1.63% | −1,590−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,263 | $11.7M | 0.84% | −1,205−4.4% | Reduced |
| Capital Fund Management S.A. | 26,600 | $11.9M | 0.23% | +5,155+24.0% | Added |
| Teachers Retirement System of the State of Kentucky | 26,868 | $12.0M | 0.12% | 00.0% | Unchanged |
| Sycomore Asset Management | 28,102 | $12.0M | 3.44% | +8,570+43.9% | Added |
| 2Xideas AG | 27,289 | $12.2M | 1.17% | +1,413+5.5% | Added |
| Cercano Management LLC | 27,392 | $12.2M | 0.49% | +27,392 | New |
| Segment Wealth Management, LLC | 27,678 | $12.3M | 1.40% | +748+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 28,849 | $12.9M | 1.30% | −285−1.0% | Reduced |
| Jane Street Group, LLC | 29,183 | $13.0M | 0.02% | −94,546−76.4% | Reduced |
| Shelton Capital Management | 29,816 | $13.3M | 0.56% | +25,416+577.6% | Added |
| Assetmark, Inc | 29,826 | $13.3M | 0.05% | +2,252+8.2% | Added |
| Polar Capital Holdings Plc | 29,836 | $13.3M | 0.10% | −10,950−26.8% | Reduced |
| Ardmore Road Asset Management LP | 30,000 | $13.4M | 5.99% | +30,000 | New |
| Citadel Advisors LLC | 30,400 | $13.6M | 0.01% | −389,215−92.8% | Reduced |
| Aptus Capital Advisors, LLC | 30,693 | $13.7M | 0.39% | +25,338+473.2% | Added |
| Bokf, NA | 30,712 | $13.7M | 0.29% | −9,971−24.5% | Reduced |
| Lyell Wealth Management, LP | 30,792 | $13.7M | 1.92% | −2,019−6.2% | Reduced |
| M&G Investment Management Ltd | 30,840 | $13.8M | 0.10% | +121+0.4% | Added |
| Abn Amro Investment Solutions | 31,136 | $13.9M | 0.29% | +31,136 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 31,293 | $14.0M | 0.37% | −18,595−37.3% | Reduced |
| Gratus Capital LLC | 31,335 | $14.0M | 1.07% | −345−1.1% | Reduced |
| Talbot Financial, LLC | 31,389 | $14.0M | 2.60% | +927+3.0% | Added |
| Zevenbergen Capital Investments LLC | 31,411 | $14.0M | 0.38% | −125−0.4% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 31,466 | $14.0M | 0.91% | −1,194−3.7% | Reduced |
| Appleton Partners Inc | 31,760 | $14.2M | 1.26% | −102−0.3% | Reduced |
| Rockland Trust Co | 31,926 | $14.2M | 0.89% | +31,926 | New |
| Louisiana State Employees Retirement System | 32,300 | $14.4M | 0.36% | +100+0.3% | Added |
| Quest Investment Management LLC | 32,344 | $14.4M | 1.98% | −2,774−7.9% | Reduced |
| Zacks Investment Management | 32,371 | $14.4M | 0.19% | +1,562+5.1% | Added |
| Forte Capital LLC | 32,404 | $14.4M | 2.21% | +976+3.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,536 | $14.5M | 0.26% | +1,061+3.4% | Added |
| Czech National Bank | 33,099 | $14.8M | 0.36% | +111+0.3% | Added |
| Makena Capital Management LLC | 33,406 | $14.9M | 2.82% | +68+0.2% | Added |
| Tiaa, FSB | 33,442 | $14.9M | 0.06% | −8,356−20.0% | Reduced |
| Cim, LLC | 33,478 | $14.9M | 2.96% | −34−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 33,813 | $15.1M | 0.23% | +9,911+41.5% | Added |
| CIBC World Markets Corp | 33,969 | $15.1M | 0.25% | −15,478−31.3% | Reduced |
| Azimuth Capital Investment Management LLC | 33,981 | $15.1M | 0.75% | −422−1.2% | Reduced |
| Fifth Third Bancorp | 34,245 | $15.3M | 0.07% | +1,170+3.5% | Added |
| Oribel Capital Management, LP | 71,900 | $15.3M | 3.47% | +15,000+26.4% | Added |
| Daiwa Securities Group Inc. | 35,128 | $15.7M | 0.11% | +1,807+5.4% | Added |
| Ziegler Capital Management, LLC | 35,181 | $15.7M | 0.62% | +3,093+9.6% | Added |
| Swiss Life Asset Management Ltd | 35,378 | $15.8M | 0.24% | +5,044+16.6% | Added |
| Mariner, LLC | 35,828 | $16.0M | 0.05% | +305+0.9% | Added |
| Whittier Trust Co | 36,116 | $16.1M | 0.29% | +876+2.5% | Added |
| Davidson Investment Advisors | 36,285 | $16.2M | 1.06% | +3,754+11.5% | Added |
| Jasper Ridge Partners, L.P. | 36,923 | $16.5M | 0.78% | +74+0.2% | Added |
| Harvest Portfolios Group Inc. | 37,008 | $16.5M | 0.81% | +7,021+23.4% | Added |
| Wendell David Associates Inc | 37,296 | $16.6M | 1.97% | +1,203+3.3% | Added |
| Caisse de Depot Et Placement du Quebec | 37,665 | $16.8M | 0.05% | +3,938+11.7% | Added |
| Montag & Caldwell, LLC | 38,258 | $17.1M | 2.29% | +154+0.4% | Added |
| RMB Capital Management, LLC | 38,433 | $17.1M | 0.60% | +356+0.9% | Added |
| Yousif Capital Management, LLC | 38,623 | $17.2M | 0.22% | −1,919−4.7% | Reduced |
| McDaniel Terry & Co | 38,683 | $17.2M | 1.88% | +558+1.5% | Added |
| Los Angeles Capital Management LLC | 38,775 | $17.3M | 0.08% | +5,043+15.0% | Added |
| Hillman Co | 39,568 | $17.6M | 8.70% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 39,603 | $17.7M | 0.48% | −1,310−3.2% | Reduced |
| Wealthfront Advisers LLC | 39,926 | $17.8M | 0.08% | +3,266+8.9% | Added |
| Mutual of America Capital Management LLC | 40,200 | $17.9M | 0.21% | −65−0.2% | Reduced |
| Moran Wealth Management, LLC | 40,255 | $17.9M | 0.68% | +1,977+5.2% | Added |
| HighTower Advisors, LLC | 40,323 | $18.0M | 0.04% | −2,214−5.2% | Reduced |
| Candriam Luxembourg S.C.A. | 44,125 | $18.1M | 0.13% | −12,473−22.0% | Reduced |
| ThornTree Capital Partners LP | 40,916 | $18.2M | 4.53% | +15,440+60.6% | Added |
| Creative Planning | 41,231 | $18.4M | 0.03% | +1,012+2.5% | Added |
| Beacon Investment Advisory Services, Inc. | 41,269 | $18.4M | 0.89% | −1,221−2.9% | Reduced |
| Shell Asset Management Co | 41,522 | $18.5M | 0.77% | +151+0.4% | Added |
| Joho Capital LLC | 41,700 | $18.6M | 4.78% | −2,400−5.4% | Reduced |
| Laurus Investment Counsel Inc. | 30,915 | $18.7M | 6.66% | −235−0.8% | Reduced |
| Ci Investments Inc. | 42,044 | $18.7M | 0.09% | −1,106−2.6% | Reduced |
| Junto Capital Management LP | 42,116 | $18.8M | 0.52% | +42,116 | New |