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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 617 | $275.1K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 617 | $275.1K | 0.06% | +41+7.1% | Added |
| Catalyst Financial Partners LLC | 618 | $275.5K | 0.12% | +100+19.3% | Added |
| Financial Architects, Inc | 619 | $276.0K | 0.04% | −102−14.1% | Reduced |
| Altfest L J & Co Inc | 619 | $276.0K | 0.04% | −3−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 620 | $276.4K | 0.02% | −175−22.0% | Reduced |
| Sonora Investment Management Group, LLC | 620 | $276.4K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 622 | $277.2K | 0.01% | −359−36.6% | Reduced |
| Tranquility Partners, LLC | 624 | $278.2K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 626 | $279.1K | 0.03% | +78+14.2% | Added |
| Manchester Capital Management LLC | 627 | $279.5K | 0.04% | +192+44.1% | Added |
| Somerville Kurt F | 630 | $280.9K | 0.05% | 00.0% | Unchanged |
| Unique Wealth, LLC | 630 | $280.9K | 0.14% | +86+15.8% | Added |
| JJJ Advisors Inc. | 637 | $281.4K | 0.08% | +20+3.2% | Added |
| Corundum Group, Inc. | 632 | $281.8K | 0.13% | −12−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 632 | $281.8K | 0.04% | +632 | New |
| Cedar Brook Financial Partners, LLC | 634 | $282.7K | 0.07% | −4−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 636 | $283.7K | 0.01% | +54+9.3% | Added |
| Hummer Financial Advisory Services Inc | 640 | $285.3K | 0.30% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 646 | $288.0K | 0.02% | 00.0% | Unchanged |
| Provence Wealth Management Group | 647 | $288.5K | 0.19% | +647 | New |
| Camden National Bank | 649 | $289.3K | 0.06% | +17+2.7% | Added |
| QCM Cayman, Ltd. | 652 | $290.7K | 1.82% | +82+14.4% | Added |
| Campbell & CO Investment Adviser LLC | 652 | $290.7K | 0.05% | +652 | New |
| L2 Asset Management, LLC | 654 | $291.6K | 0.17% | +28+4.5% | Added |
| Proequities, Inc. | 655 | $292.0K | 0.02% | +36+5.8% | Added |
| Triad Investment Management | 656 | $292.5K | 0.43% | +656 | New |
| Prospera Financial Services Inc | 656 | $292.6K | 0.01% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 663 | $295.6K | 0.08% | −4−0.6% | Reduced |
| Great Diamond Partners, LLC | 668 | $297.8K | 0.09% | −25−3.6% | Reduced |
| Glen Eagle Advisors, LLC | 669 | $298.3K | 0.07% | −3−0.4% | Reduced |
| Kaizen Financial Strategies | 670 | $298.7K | 0.29% | 00.0% | Unchanged |
| LWMG, LLC | 673 | $300.2K | 0.09% | −6−0.9% | Reduced |
| St. Louis Trust Co | 674 | $300.5K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 674 | $300.7K | 0.02% | +56+9.1% | Added |
| John G Ullman & Associates Inc | 675 | $301.0K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 677 | $301.8K | 0.05% | +677 | New |
| Prestige Wealth Management Group LLC | 677 | $301.8K | 0.08% | −335−33.1% | Reduced |
| Simon Quick Advisors, LLC | 679 | $302.7K | 0.03% | +679 | New |
| Interchange Capital Partners, LLC | 688 | $306.9K | 0.17% | +28+4.2% | Added |
| Sustainable Insight Capital Management, LLC | 690 | $307.6K | 0.31% | −415−37.6% | Reduced |
| Two Sigma Securities, LLC | 691 | $308.1K | 0.03% | +691 | New |
| South State Corp. | 695 | $309.9K | 0.03% | −26−3.6% | Reduced |
| Essex Financial Services, Inc. | 695 | $309.9K | 0.03% | −5−0.7% | Reduced |
| D.B. Root & Company, LLC | 697 | $310.7K | 0.12% | +2+0.3% | Added |
| Sherbrooke Park Advisers LLC | 700 | $312.1K | 0.47% | −1,500−68.2% | Reduced |
| Two Sigma Investments, LP | 700 | $312.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 700 | $312.1K | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 703 | $313.4K | 0.05% | −65−8.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 703 | $313.4K | 0.01% | +703 | New |
| Diversified Investment Strategies, LLC | 704 | $313.9K | 0.22% | −29−4.0% | Reduced |
| Quantitative Investment Management, LLC | 712 | $317.0K | 0.07% | +712 | New |
| KCM Investment Advisors LLC | 714 | $318.2K | 0.01% | +133+22.9% | Added |
| Douglas Lane & Associates, LLC | 717 | $319.7K | 0.01% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 718 | $320.1K | 0.14% | 00.0% | Unchanged |
| WP Advisors, LLC | 720 | $321.0K | 0.13% | +41+6.0% | Added |
| Thomasville National Bank | 721 | $321.4K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 722 | $321.9K | 0.20% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 723 | $322.3K | 0.02% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 723 | $322.3K | 0.31% | +31+4.5% | Added |
| Malaga Cove Capital, LLC | 724 | $322.8K | 0.16% | +9+1.3% | Added |
| Johnson Bixby & Associates, LLC | 725 | $323.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Bank | 725 | $323.2K | 0.03% | +725 | New |
| Atomi Financial Group, Inc. | 728 | $324.4K | 0.18% | +728 | New |
| TCI Wealth Advisors, Inc. | 728 | $324.6K | 0.04% | −50−6.4% | Reduced |
| Ifrah Financial Services, Inc. | 729 | $324.9K | 0.10% | −12−1.6% | Reduced |
| Stegent Equity Advisors, Inc. | 729 | $325.0K | 0.32% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $326.3K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 734 | $327.2K | 0.20% | +26+3.7% | Added |
| Successful Portfolios LLC | 736 | $328.3K | 0.21% | −3−0.4% | Reduced |
| Plancorp, LLC | 743 | $331.3K | 0.02% | −21−2.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 747 | $333.0K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 747 | $333.0K | 0.29% | +196+35.6% | Added |
| Family Firm, Inc. | 751 | $334.8K | 0.09% | +8+1.1% | Added |
| Gill Capital Partners, LLC | 753 | $335.7K | 0.15% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 753 | $335.7K | 0.04% | −82−9.8% | Reduced |
| Tanager Wealth Management LLP | 755 | $336.6K | 0.08% | −169−18.3% | Reduced |
| Avenue 1 Advisors, LLC | 760 | $338.8K | 0.18% | 00.0% | Unchanged |
| StoneX Group Inc. | 764 | $340.8K | 0.04% | +764 | New |
| TRUE Private Wealth Advisors | 766 | $341.6K | 0.05% | +12+1.6% | Added |
| Front Barnett Associates LLC | 770 | $343.0K | 0.04% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 770 | $343.4K | 0.02% | +14+1.9% | Added |
| Keebeck Alpha, LP | 771 | $343.7K | 0.40% | +771 | New |
| Royal Fund Management, LLC | 774 | $345.1K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 776 | $346.0K | 0.21% | −50−6.1% | Reduced |
| Pallas Capital Advisors LLC | 785 | $347.4K | 0.03% | −251−24.2% | Reduced |
| Geller Advisors LLC | 780 | $347.7K | 0.05% | +146+23.0% | Added |
| Legacy Bridge, LLC | 782 | $348.6K | 0.24% | 00.0% | Unchanged |
| Comerica Securities,inc. | 785 | $350.0K | 0.03% | −62−7.3% | Reduced |
| PFG Investments, LLC | 787 | $351.0K | 0.07% | +787 | New |
| MJP Associates Inc | 788 | $351.1K | 0.11% | +105+15.4% | Added |
| AdvisorNet Financial, Inc | 788 | $351.3K | 0.03% | −27−3.3% | Reduced |
| Oakworth Capital, Inc. | 788 | $351.3K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 790 | $352.2K | 0.07% | −5−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 791 | $352.9K | 0.05% | −15−1.9% | Reduced |
| Elgethun Capital Management | 806 | $354.9K | 0.11% | 00.0% | Unchanged |
| Veracity Capital LLC | 797 | $355.2K | 0.16% | +6+0.8% | Added |
| Alta Advisers Ltd | 800 | $356.7K | 0.21% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 801 | $357.1K | 0.08% | +11+1.4% | Added |
| Apeiron RIA LLC | 803 | $357.6K | 0.12% | +28+3.6% | Added |