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 |
|---|---|---|---|---|---|
| Ulland Investment Advisors, LLC | 1,096 | $489.0K | 0.57% | −59−5.1% | Reduced |
| Belpointe Asset Management LLC | 1,101 | $490.7K | 0.03% | +469+74.2% | Added |
| Trellis Advisors, LLC | 1,111 | $495.3K | 0.24% | −37−3.2% | Reduced |
| NorthRock Partners, LLC | 1,112 | $495.8K | 0.05% | −245−18.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,112 | $495.8K | 0.16% | +94+9.2% | Added |
| Truvestments Capital LLC | 1,118 | $498.5K | 0.27% | −44−3.8% | Reduced |
| Oarsman Capital, Inc. | 1,122 | $500.2K | 0.23% | +1,122 | New |
| Parsec Financial Management, Inc. | 1,123 | $500.7K | 0.02% | −25−2.2% | Reduced |
| Argus Investors' Counsel, Inc. | 1,128 | $502.9K | 0.38% | −8−0.7% | Reduced |
| Magnus Financial Group LLC | 1,133 | $505.1K | 0.08% | +75+7.1% | Added |
| IHT Wealth Management, LLC | 1,135 | $506.1K | 0.03% | +64+6.0% | Added |
| Wexford Capital LP | 1,136 | $506.5K | 0.10% | +1,136 | New |
| Federation des caisses Desjardins du Quebec | 1,137 | $506.9K | 0.01% | −41,987−97.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,141 | $508.8K | 0.05% | −23−2.0% | Reduced |
| Whalerock Point Partners, LLC | 1,145 | $510.5K | 0.19% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 1,146 | $510.9K | 0.22% | −1,481−56.4% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $513.1K | 0.09% | −14−1.2% | Reduced |
| Horizon Family Wealth, Inc. | 1,151 | $513.4K | 0.54% | +2+0.2% | Added |
| Global Retirement Partners, LLC | 1,197 | $514.5K | 0.03% | +565+89.4% | Added |
| Institute for Wealth Management, LLC. | 1,156 | $515.4K | 0.10% | +19+1.7% | Added |
| Waterloo Capital, L.P. | 1,161 | $517.7K | 0.16% | +1,161 | New |
| Burney Co | 1,165 | $519.4K | 0.03% | −828−41.5% | Reduced |
| Modera Wealth Management, LLC | 1,176 | $524.3K | 0.02% | −5−0.4% | Reduced |
| Wealth Architects, LLC | 1,177 | $524.7K | 0.09% | +97+9.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,181 | $526.0K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,183 | $527.4K | 0.01% | −481−28.9% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $528.3K | 0.08% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,196 | $533.2K | 0.03% | +285+31.3% | Added |
| Sand Hill Global Advisors, LLC | 1,200 | $535.0K | 0.03% | −19−1.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 1,200 | $535.0K | 0.27% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,203 | $536.1K | 0.06% | +1+0.1% | Added |
| FineMark National Bank & Trust | 1,205 | $537.2K | 0.02% | +73+6.4% | Added |
| Great Lakes Advisors, LLC | 1,205 | $537.2K | 0.00% | +171+16.5% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $538.0K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,208 | $538.4K | 0.08% | +86+7.7% | Added |
| Community Bank & Trust, Waco, Texas | 1,213 | $541.0K | 0.17% | +30+2.5% | Added |
| Gryphon Financial Partners LLC | 1,219 | $543.4K | 0.13% | +20+1.7% | Added |
| HighVista Strategies LLC | 1,220 | $543.9K | 0.44% | +600+96.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,223 | $545.3K | 0.30% | +8+0.7% | Added |
| Elevated Capital Advisors, LLC | 1,225 | $546.1K | 0.20% | +22+1.8% | Added |
| RSM US Wealth Management LLC | 1,226 | $546.6K | 0.02% | +1,226 | New |
| Symphony Financial, Ltd. Co. | 1,243 | $547.1K | 0.14% | −199−13.8% | Reduced |
| Chicago Trust Co NA | 1,229 | $547.9K | 0.14% | +48+4.1% | Added |
| Spinnaker Trust | 1,229 | $547.9K | 0.04% | −185−13.1% | Reduced |
| North Star Investment Management Corp. | 1,240 | $552.8K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 1,250 | $557.3K | 0.14% | −2−0.2% | Reduced |
| Baldwin Brothers Inc | 1,255 | $559.5K | 0.05% | −128−9.3% | Reduced |
| Aspen Grove Capital, LLC | 1,260 | $561.7K | 0.25% | +1,260 | New |
| Alta Wealth Advisors LLC | 1,262 | $562.6K | 0.36% | −50−3.8% | Reduced |
| Thomas White International Ltd | 1,268 | $565.3K | 0.12% | +1,258+12,580.0% | Added |
| Brookfield Asset Management Inc. | 1,271 | $566.6K | 0.00% | +1,271 | New |
| AMG National Trust Bank | 1,272 | $567.1K | 0.02% | −39−3.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,332 | $567.4K | 0.24% | +634+90.8% | Added |
| First National Trust Co | 1,274 | $568.0K | 0.03% | +79+6.6% | Added |
| Edmond de Rothschild Holding S.A. | 1,275 | $568.4K | 0.01% | +744+140.1% | Added |
| Pinnacle Associates Ltd | 1,293 | $576.6K | 0.01% | +6+0.5% | Added |
| New Hampshire Trust | 1,294 | $576.9K | 0.15% | −42−3.1% | Reduced |
| 1st Source Bank | 1,298 | $578.7K | 0.04% | −8−0.6% | Reduced |
| Schnieders Capital Management LLC | 1,303 | $580.9K | 0.13% | +1,303 | New |
| Asahi Life Asset Management Co., Ltd. | 1,310 | $584.0K | 0.19% | −35−2.6% | Reduced |
| Meridian Wealth Management, LLC | 1,314 | $585.8K | 0.05% | −64−4.6% | Reduced |
| Nations Financial Group Inc, | 1,315 | $586.3K | 0.06% | +113+9.4% | Added |
| Thrive Wealth Management, LLC | 1,326 | $591.0K | 0.15% | +284+27.3% | Added |
| First Commonwealth Financial Corp | 1,326 | $591.2K | 0.21% | −69−4.9% | Reduced |
| Harbor Group, Inc. | 1,329 | $592.5K | 0.35% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,330 | $593.0K | 0.05% | +5+0.4% | Added |
| Next Century Growth Investors LLC | 1,334 | $594.7K | 0.07% | −836−38.5% | Reduced |
| Fort Pitt Capital Group, LLC | 1,341 | $597.9K | 0.02% | −184−12.1% | Reduced |
| Crestwood Advisors Group LLC | 1,342 | $598.3K | 0.02% | −73−5.2% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $599.6K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,349 | $601.0K | 0.02% | −93−6.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,354 | $604.0K | 0.01% | +339+33.4% | Added |
| Everhart Financial Group, Inc. | 1,358 | $605.4K | 0.27% | +519+61.9% | Added |
| Hoxton Planning & Management, LLC | 1,360 | $606.3K | 0.33% | −112−7.6% | Reduced |
| Act Wealth Management, LLC | 1,361 | $606.8K | 0.36% | +11+0.8% | Added |
| Eastern Bank | 1,361 | $606.8K | 0.03% | +4+0.3% | Added |
| Richard W. Paul & Associates, LLC | 1,367 | $609.8K | 0.28% | +123+9.9% | Added |
| Applied Capital LLC | 1,372 | $611.7K | 0.61% | +64+4.9% | Added |
| M Holdings Securities, Inc. | 1,372 | $612.0K | 0.06% | +851+163.3% | Added |
| Level Four Advisory Services, LLC | 1,378 | $614.4K | 0.04% | +320+30.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,379 | $615.0K | 0.01% | +1,379 | New |
| Conestoga Capital Advisors, LLC | 1,380 | $615.2K | 0.01% | +40+3.0% | Added |
| TrinityPoint Wealth, LLC | 1,384 | $616.9K | 0.13% | −8−0.6% | Reduced |
| Kolinsky Wealth Management, LLC | 1,386 | $618.0K | 0.66% | +45+3.4% | Added |
| Jefferies Financial Group Inc. | 1,391 | $620.1K | 0.01% | −3,008−68.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,394 | $621.3K | 0.02% | −2,945−67.9% | Reduced |
| Integrated Advisors Network LLC | 1,394 | $621.5K | 0.04% | +102+7.9% | Added |
| Ancora Advisors, LLC | 1,402 | $625.1K | 0.02% | −66−4.5% | Reduced |
| Heron Financial Group, LLC | 1,403 | $625.5K | 0.34% | +82+6.2% | Added |
| Bahl & Gaynor Inc | 1,408 | $627.7K | 0.00% | −255−15.3% | Reduced |
| Delta Financial Group, Inc. | 1,408 | $628.0K | 0.25% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,408 | $628.0K | 0.05% | +1,408 | New |
| Catalyst Private Wealth, LLC | 1,410 | $628.6K | 0.43% | −107−7.1% | Reduced |
| Westfield Capital Management Co LP | 1,410 | $628.6K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,413 | $630.0K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,419 | $632.5K | 0.02% | −330−18.9% | Reduced |
| Howland Capital Management LLC | 1,422 | $634.0K | 0.04% | +8+0.6% | Added |
| Concentric Wealth Management, LLC | 1,430 | $637.5K | 0.21% | 00.0% | Unchanged |
| Saranac Partners Ltd | 1,430 | $637.5K | 0.38% | +1,430 | New |
| DGS Capital Management, LLC | 1,433 | $638.9K | 0.36% | −60−4.0% | Reduced |