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 |
|---|---|---|---|---|---|
| Bourne Lent Asset Management Inc | 805 | $359.1K | 0.14% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 806 | $359.4K | 0.08% | −67−7.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 807 | $359.8K | 0.03% | −5−0.6% | Reduced |
| MQS Management LLC | 809 | $360.7K | 0.23% | +219+37.1% | Added |
| Jackson Square Capital, LLC | 809 | $360.7K | 0.16% | +809 | New |
| Arrow Financial Corp | 810 | $361.1K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 812 | $362.0K | 0.08% | +32+4.1% | Added |
| Crewe Advisors LLC | 818 | $364.7K | 0.05% | −90−9.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 823 | $367.0K | 0.02% | −12−1.4% | Reduced |
| GraniteShares Advisors LLC | 831 | $370.5K | 0.33% | −97−10.5% | Reduced |
| Brown Shipley& Co Ltd | 831 | $370.5K | 0.24% | +831 | New |
| Traynor Capital Management, Inc. | 833 | $371.6K | 0.06% | +3+0.4% | Added |
| Prelude Capital Management, LLC | 834 | $371.8K | 0.03% | +834 | New |
| Beaumont Financial Advisors, LLC | 837 | $373.2K | 0.04% | +4+0.5% | Added |
| Tufton Capital Management | 840 | $374.5K | 0.08% | +30+3.7% | Added |
| Meitav Dash Investments Ltd | 838 | $375.1K | 0.01% | +838 | New |
| MSH Capital Advisors LLC | 842 | $375.2K | 0.16% | +1+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 842 | $375.4K | 0.09% | +53+6.7% | Added |
| Alpha Omega Wealth Management LLC | 843 | $375.8K | 0.06% | −12−1.4% | Reduced |
| Heartland Bank & Trust Co | 846 | $377.2K | 0.29% | −1,662−66.3% | Reduced |
| Winthrop Advisory Group LLC | 852 | $380.0K | 0.07% | −2−0.2% | Reduced |
| PDS Planning, Inc | 858 | $382.5K | 0.05% | +171+24.9% | Added |
| Aaron Wealth Advisors | 861 | $383.9K | 0.05% | +106+14.0% | Added |
| Baker Tilly Wealth Management, LLC | 862 | $384.3K | 0.04% | +862 | New |
| Atlantic Trust, LLC | 865 | $385.5K | 0.12% | +2+0.2% | Added |
| Pathway Financial Advisors LLC | 869 | $387.4K | 0.13% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 878 | $391.3K | 0.06% | +24+2.8% | Added |
| Horan Capital Advisors, LLC. | 883 | $393.7K | 0.16% | +83+10.4% | Added |
| Robertson Stephens Wealth Management, LLC | 888 | $395.9K | 0.03% | −10−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 894 | $398.5K | 0.05% | −45−4.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $401.2K | 0.16% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $401.2K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $401.2K | 0.26% | 00.0% | Unchanged |
| William Allan, LLC | 901 | $401.7K | 0.32% | −50−5.3% | Reduced |
| Axiom Advisory, LLC | 912 | $402.1K | 0.38% | −283−23.7% | Reduced |
| David Loasby | 900 | $402.1K | 0.05% | +208+30.1% | Added |
| Harbor Investment Advisory, LLC | 902 | $402.1K | 0.06% | +142+18.7% | Added |
| Koshinski Asset Management, Inc. | 903 | $402.6K | 0.04% | +293+48.0% | Added |
| Tradewinds, LLC. | 904 | $403.0K | 0.24% | +904 | New |
| Alpha Family Trust | 905 | $403.5K | 0.32% | +370+69.2% | Added |
| Godsey & Gibb Associates | 905 | $403.5K | 0.05% | +905 | New |
| Burke & Herbert Bank & Trust Co | 912 | $406.6K | 0.30% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 913 | $407.0K | 0.25% | +2+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 915 | $407.9K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 916 | $409.0K | 0.41% | −3−0.3% | Reduced |
| Avitas Wealth Management LLC | 918 | $409.3K | 0.08% | −25−2.7% | Reduced |
| First Affirmative Financial Network | 919 | $409.9K | 0.47% | +50+5.8% | Added |
| Wealthstar Advisors, LLC | 925 | $412.4K | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 926 | $412.9K | 0.01% | +926 | New |
| Ronald Blue Trust, Inc. | 1,061 | $413.0K | 0.01% | +54+5.4% | Added |
| Leavell Investment Management, Inc. | 927 | $413.0K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 938 | $418.2K | 0.13% | −36−3.7% | Reduced |
| Balentine LLC | 941 | $419.5K | 0.01% | −308−24.7% | Reduced |
| Chapin Davis, Inc. | 945 | $421.3K | 0.22% | −1−0.1% | Reduced |
| MONECO Advisors, LLC | 957 | $426.9K | 0.13% | +97+11.3% | Added |
| Woodstock Corp | 961 | $428.4K | 0.05% | −32−3.2% | Reduced |
| Cooper Financial Group | 965 | $430.4K | 0.12% | +117+13.8% | Added |
| Tolleson Wealth Management, Inc. | 969 | $432.0K | 0.11% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 973 | $433.8K | 0.16% | −86−8.1% | Reduced |
| Gotham Asset Management, LLC | 974 | $434.2K | 0.01% | −387−28.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 977 | $435.6K | 0.02% | −39−3.8% | Reduced |
| Gilbert & Cook, Inc. | 980 | $436.9K | 0.08% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 980 | $436.9K | 0.32% | 00.0% | Unchanged |
| Studio Investment Management LLC | 980 | $436.9K | 0.13% | +16+1.7% | Added |
| Arkadios Wealth Advisors | 986 | $439.4K | 0.05% | −38−3.7% | Reduced |
| We Are One Seven, LLC | 987 | $440.0K | 0.03% | +266+36.9% | Added |
| Crescent Grove Advisors, LLC | 991 | $441.8K | 0.05% | −15−1.5% | Reduced |
| ICW Investment Advisors LLC | 996 | $444.3K | 0.25% | +131+15.1% | Added |
| Transform Wealth, LLC | 998 | $444.9K | 0.04% | −45−4.3% | Reduced |
| Caldwell Trust Co | 999 | $445.4K | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $445.8K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $445.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $445.8K | 0.39% | 00.0% | Unchanged |
| UBS Oconnor LLC | 1,000 | $445.8K | 0.01% | +1,000 | New |
| Sigma Planning Corp | 1,004 | $447.7K | 0.01% | +225+28.9% | Added |
| Abbrea Capital, LLC | 1,004 | $448.0K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,006 | $448.7K | 0.03% | −194−16.2% | Reduced |
| Tiemann Investment Advisors, LLC | 1,011 | $450.7K | 0.25% | +85+9.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,013 | $451.6K | 0.08% | +493+94.8% | Added |
| Sciencast Management LP | 1,072 | $455.1K | 0.60% | +1,072 | New |
| Allstate Corp | 1,033 | $460.5K | 0.03% | −9,183−89.9% | Reduced |
| Fulton Bank, N.A. | 1,033 | $460.5K | 0.02% | +420+68.5% | Added |
| Cable Hill Partners, LLC | 1,033 | $460.6K | 0.07% | +43+4.3% | Added |
| Wharton Business Group, LLC | 1,035 | $461.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,039 | $463.0K | 0.03% | −716−40.8% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,192 | $463.9K | 0.47% | +1,192 | New |
| Eqis Capital Management, Inc. | 1,042 | $464.8K | 0.05% | −91−8.0% | Reduced |
| Kingsview Wealth Management, LLC | 1,043 | $465.1K | 0.02% | +20+2.0% | Added |
| Summit Trail Advisors, LLC | 1,049 | $467.5K | 0.02% | +296+39.3% | Added |
| Yarbrough Capital, LLC | 1,055 | $470.4K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,059 | $472.1K | 0.03% | −128−10.8% | Reduced |
| KMG Fiduciary Partners, LLC | 1,060 | $472.6K | 0.07% | −118−10.0% | Reduced |
| Forum Financial Management, LP | 1,065 | $474.8K | 0.01% | +6+0.6% | Added |
| First National Bank of Hutchinson | 1,066 | $475.3K | 0.38% | +150+16.4% | Added |
| National Wealth Management Group, LLC | 1,113 | $475.9K | 0.54% | +1,113 | New |
| Pinnacle West Asset Management, Inc. | 1,075 | $479.0K | 0.50% | +1,075 | New |
| WR Wealth Planners, LLC | 1,076 | $479.7K | 0.21% | +429+66.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,081 | $482.0K | 0.60% | −262−19.5% | Reduced |
| Keel Point, LLC | 1,094 | $487.8K | 0.07% | +93+9.3% | Added |
| Wallace Advisory Group, LLC | 1,095 | $488.2K | 0.37% | +41+3.9% | Added |