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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 1,440 | $642.0K | 0.04% | +499+53.0% | Added |
| Proffitt & Goodson Inc | 1,449 | $646.0K | 0.13% | −95−6.2% | Reduced |
| Northern Financial Advisors Inc | 1,451 | $646.9K | 0.61% | −79−5.2% | Reduced |
| Smithfield Trust Co | 1,466 | $653.0K | 0.04% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,465 | $653.1K | 0.23% | +1,465 | New |
| Claro Advisors LLC | 1,465 | $653.2K | 0.19% | +14+1.0% | Added |
| Voya Financial Advisors, Inc. | 1,486 | $654.0K | 0.08% | −63−4.1% | Reduced |
| Intrust Bank NA | 1,482 | $660.7K | 0.08% | −30−2.0% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $662.5K | 0.28% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,494 | $666.1K | 0.42% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,494 | $666.1K | 0.14% | −277−15.6% | Reduced |
| K.J. Harrison & Partners Inc | 1,500 | $668.7K | 0.14% | −2,048−57.7% | Reduced |
| Valmark Advisers, Inc. | 1,503 | $670.1K | 0.01% | −13−0.9% | Reduced |
| ETF Managers Group, LLC | 1,504 | $670.5K | 0.02% | +22+1.5% | Added |
| Cardiff Park Advisors, LLC | 1,510 | $673.2K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 1,512 | $674.2K | 0.07% | +619+69.3% | Added |
| Marcum Wealth, LLC | 1,518 | $676.8K | 0.08% | +952+168.2% | Added |
| Oliver Luxxe Assets LLC | 1,525 | $679.9K | 0.18% | −100−6.2% | Reduced |
| HBK Sorce Advisory LLC | 1,537 | $685.1K | 0.03% | −1,381−47.3% | Reduced |
| Focus Financial Network, Inc. | 1,537 | $685.2K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 1,538 | $685.7K | 0.24% | −191−11.0% | Reduced |
| Plimoth Trust Co LLC | 1,545 | $688.8K | 0.21% | −20−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,548 | $690.0K | 0.07% | −3−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 1,555 | $693.3K | 0.02% | −45−2.8% | Reduced |
| Heritage Wealth Advisors | 1,563 | $696.9K | 0.04% | −80−4.9% | Reduced |
| Verition Fund Management LLC | 1,570 | $700.0K | 0.01% | −958−37.9% | Reduced |
| Triasima Portfolio Management inc. | 1,574 | $701.7K | 0.06% | −65−4.0% | Reduced |
| Congress Park Capital LLC | 1,575 | $702.2K | 0.42% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 1,575 | $702.2K | 0.32% | +367+30.4% | Added |
| Legacy Capital Group California, Inc. | 1,577 | $703.0K | 0.34% | +1,577 | New |
| IFP Advisors, Inc | 11,892 | $706.4K | 0.03% | −1,652−12.2% | Reduced |
| CNB Bank | 1,587 | $707.5K | 0.43% | +59+3.9% | Added |
| Legato Capital Management LLC | 1,589 | $708.4K | 0.13% | +150+10.4% | Added |
| Oxford Financial Group Ltd | 1,594 | $710.6K | 0.08% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,596 | $711.5K | 0.08% | +1,596 | New |
| First Financial Bank - Trust Division | 1,600 | $713.3K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,610 | $717.6K | 0.11% | −5−0.3% | Reduced |
| Diversified Trust Co | 1,611 | $718.2K | 0.03% | −678−29.6% | Reduced |
| Horizon Investments, LLC | 1,618 | $720.1K | 0.02% | −1,159−41.7% | Reduced |
| Waller Financial Planning Group, Inc | 1,622 | $723.1K | 0.20% | 00.0% | Unchanged |
| Wealth Alliance | 1,625 | $724.3K | 0.12% | +668+69.8% | Added |
| United Bank | 1,642 | $732.1K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,643 | $732.5K | 0.07% | −1,180−41.8% | Reduced |
| Argent Trust Co | 1,660 | $740.1K | 0.05% | +9+0.5% | Added |
| RFG Advisory, LLC | 1,664 | $741.7K | 0.04% | −78−4.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,665 | $742.4K | 0.02% | +814+95.7% | Added |
| Parthenon LLC | 1,675 | $746.8K | 0.11% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,684 | $750.8K | 0.16% | +1,684 | New |
| PAX Financial Group, LLC | 1,685 | $751.2K | 0.18% | +30+1.8% | Added |
| Boston Family Office LLC | 1,689 | $754.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,699 | $757.5K | 0.06% | +413+32.1% | Added |
| Kensington Investment Counsel, LLC | 1,717 | $765.5K | 0.58% | −22−1.3% | Reduced |
| Connolly Sarah T. | 1,720 | $766.8K | 0.49% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,721 | $767.5K | 0.12% | +49+2.9% | Added |
| Monetary Management Group Inc | 1,725 | $769.1K | 0.23% | 00.0% | Unchanged |
| NVWM, LLC | 1,726 | $769.5K | 0.26% | +596+52.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $771.7K | 0.38% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,741 | $776.1K | 0.16% | +1,741 | New |
| S&CO Inc | 1,746 | $778.0K | 0.07% | +530+43.6% | Added |
| Accretive Wealth Partners, LLC | 1,750 | $780.3K | 0.50% | +70+4.2% | Added |
| Zions Bancorporation, N.A. | 1,752 | $781.1K | 0.07% | +314+21.8% | Added |
| WBH Advisory Inc | 1,768 | $788.3K | 0.10% | +1,768 | New |
| Beverly Hills Private Wealth, LLC | 1,772 | $790.0K | 0.24% | +175+11.0% | Added |
| Red Spruce Capital, LLC | 1,777 | $792.2K | 0.46% | +12+0.7% | Added |
| Advisor Resource Council | 1,816 | $794.5K | 0.20% | +59+3.4% | Added |
| Valeo Financial Advisors, LLC | 1,789 | $797.6K | 0.04% | +157+9.6% | Added |
| Great Lakes Retirement, Inc. | 1,798 | $801.6K | 0.15% | +1,798 | New |
| Moloney Securities Asset Management, LLC | 1,800 | $802.5K | 0.15% | +925+105.7% | Added |
| Pettee Investors, Inc. | 1,809 | $806.5K | 0.39% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 1,819 | $811.0K | 1.26% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,829 | $815.4K | 0.08% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,831 | $816.3K | 0.24% | +426+30.3% | Added |
| Lavaca Capital LLC | 1,833 | $817.2K | 0.19% | +900+96.5% | Added |
| Exchange Traded Concepts, LLC | 1,852 | $825.7K | 0.02% | −79−4.1% | Reduced |
| Verdence Capital Advisors LLC | 1,856 | $827.4K | 0.10% | +43+2.4% | Added |
| Allworth Financial LP | 1,862 | $830.1K | 0.01% | +506+37.3% | Added |
| AlphaCore Capital LLC | 1,866 | $831.8K | 0.22% | +1,866 | New |
| Sargent Investment Group, LLC | 1,896 | $835.5K | 0.22% | +16+0.9% | Added |
| Palisades Hudson Asset Management, L.P. | 1,877 | $836.0K | 0.45% | −79−4.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,890 | $842.8K | 0.03% | −937−33.1% | Reduced |
| BSW Wealth Partners | 1,894 | $844.3K | 0.17% | +84+4.6% | Added |
| Barbara Oil Co. | 1,900 | $847.1K | 0.41% | 00.0% | Unchanged |
| Little House Capital LLC | 1,905 | $849.3K | 0.40% | +603+46.3% | Added |
| Barr E S & Co | 1,909 | $851.1K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,951 | $858.6K | 0.02% | −2−0.1% | Reduced |
| Greenland Capital Management LP | 1,927 | $859.1K | 0.10% | −1,895−49.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,943 | $866.2K | 0.08% | +326+20.2% | Added |
| CX Institutional | 1,966 | $869.2K | 0.05% | +229+13.2% | Added |
| SRN Advisors, LLC | 1,978 | $870.5K | 0.80% | +394+24.9% | Added |
| Virtue Capital Management, LLC | 2,113 | $873.9K | 0.14% | −156−6.9% | Reduced |
| Forbes J M & Co LLP | 1,963 | $875.0K | 0.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,967 | $875.0K | 0.15% | +8+0.4% | Added |
| Harrington Investments, INC | 1,970 | $878.3K | 0.61% | +1,970 | New |
| Sentry Investment Management LLC | 1,971 | $879.0K | 0.36% | +139+7.6% | Added |
| Nicholas Investment Partners, LP | 1,979 | $882.3K | 0.07% | −4,544−69.7% | Reduced |
| Family Legacy, Inc. | 1,987 | $886.0K | 0.38% | +154+8.4% | Added |
| Waldron Private Wealth LLC | 1,990 | $887.2K | 0.04% | −173−8.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,015 | $898.3K | 0.31% | +17+0.9% | Added |
| McRae Capital Management Inc | 2,036 | $907.6K | 0.26% | +10.0% | Added |
| Pittenger & Anderson Inc | 2,037 | $908.2K | 0.05% | +363+21.7% | Added |