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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 2,037 | $908.3K | 0.02% | +246+13.7% | Added |
| Cape Cod Five Cents Savings Bank | 2,039 | $909.0K | 0.10% | −493−19.5% | Reduced |
| Wedmont Private Capital | 2,045 | $909.5K | 0.12% | +298+17.1% | Added |
| Waycross Partners, LLC | 2,050 | $914.0K | 0.27% | −450−18.0% | Reduced |
| Avalon Investment & Advisory | 2,062 | $919.4K | 0.03% | −1,218−37.1% | Reduced |
| Perigon Wealth Management, LLC | 2,069 | $922.4K | 0.05% | −376−15.4% | Reduced |
| Compagnie Lombard Odier SCmA | 2,080 | $927.3K | 0.02% | −241−10.4% | Reduced |
| Exencial Wealth Advisors, LLC | 2,087 | $930.7K | 0.05% | −9,533−82.0% | Reduced |
| RMR Wealth Builders | 2,103 | $937.6K | 0.18% | +1,000+90.7% | Added |
| DoubleLine ETF Adviser LP | 2,106 | $938.9K | 0.40% | +338+19.1% | Added |
| Personal Cfo Solutions, LLC | 2,106 | $938.9K | 0.19% | −2−0.1% | Reduced |
| V-Square Quantitative Management LLC | 2,114 | $942.5K | 0.87% | +2,114 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,145 | $944.0K | 0.06% | +121+6.0% | Added |
| Mutual Advisors, LLC | 2,141 | $954.6K | 0.04% | −42−1.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,146 | $956.9K | 0.91% | +53+2.5% | Added |
| Ballentine Partners, LLC | 2,156 | $961.2K | 0.02% | +113+5.5% | Added |
| FSA Wealth Management LLC | 2,184 | $973.7K | 0.57% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,193 | $978.0K | 0.46% | +30+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,215 | $987.5K | 0.16% | −47−2.1% | Reduced |
| Wade G W & Inc | 2,229 | $994.0K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,232 | $995.1K | 0.13% | +70+3.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,234 | $995.9K | 0.04% | −194−8.0% | Reduced |
| Banco Santander, S.A. | 2,234 | $996.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,243 | $1.00M | 0.12% | −2,395−51.6% | Reduced |
| Engineers Gate Manager LP | 2,250 | $1.00M | 0.04% | +2,250 | New |
| Benjamin Edwards Inc | 2,266 | $1.01M | 0.25% | +176+8.4% | Added |
| AtonRa Partners | 2,312 | $1.03M | 1.50% | −757−24.7% | Reduced |
| InterOcean Capital Group, LLC | 2,323 | $1.04M | 0.03% | −237−9.3% | Reduced |
| Anchor Investment Management, LLC | 2,323 | $1.04M | 0.14% | +114+5.2% | Added |
| Cannell Peter B & Co Inc | 2,327 | $1.04M | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 2,342 | $1.04M | 0.17% | +1,753+297.6% | Added |
| Stansberry Asset Management, LLC | 2,348 | $1.05M | 0.20% | +214+10.0% | Added |
| ABN AMRO Bank N.V. | 2,346 | $1.05M | 0.02% | +2,346 | New |
| Old Port Advisors | 2,409 | $1.05M | 0.38% | −85−3.4% | Reduced |
| ICONIQ Capital, LLC | 2,376 | $1.06M | 0.02% | +4+0.2% | Added |
| First Citizens Bank & Trust Co | 2,390 | $1.07M | 0.02% | −6,209−72.2% | Reduced |
| Weatherly Asset Management L. P. | 2,390 | $1.07M | 0.14% | −140−5.5% | Reduced |
| Community Capital Management, Inc. | 2,400 | $1.07M | 1.41% | +1,000+71.4% | Added |
| Value Partners Investments Inc. | 2,409 | $1.07M | 0.09% | +100+4.3% | Added |
| Knowledge Leaders Capital, LLC | 2,406 | $1.07M | 1.42% | −72−2.9% | Reduced |
| Nicolet Bankshares Inc | 2,417 | $1.08M | 0.35% | −5−0.2% | Reduced |
| Sonnipe Ltd | 2,421 | $1.08M | 0.17% | +266+12.3% | Added |
| Davidson Capital Management Inc. | 2,424 | $1.08M | 0.66% | +643+36.1% | Added |
| Clearstead Advisors, LLC | 2,439 | $1.09M | 0.08% | +923+60.9% | Added |
| Peak Asset Management, LLC | 2,449 | $1.09M | 0.27% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,465 | $1.10M | 1.16% | +315+14.7% | Added |
| Capital Asset Advisory Services LLC | 2,502 | $1.12M | 0.08% | +282+12.7% | Added |
| Hilltop Holdings Inc. | 2,520 | $1.12M | 0.15% | +14+0.6% | Added |
| Ramiah Investment Group | 2,523 | $1.12M | 1.02% | +540+27.2% | Added |
| Avestar Capital, LLC | 2,527 | $1.13M | 0.23% | +1,468+138.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,534 | $1.13M | 0.16% | −568−18.3% | Reduced |
| BancorpSouth Bank | 2,547 | $1.14M | 0.10% | +99+4.0% | Added |
| Sunbelt Securities, Inc. | 2,609 | $1.15M | 0.18% | +128+5.2% | Added |
| Argonautica Private Wealth Management, Inc | 2,585 | $1.15M | 0.58% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,590 | $1.15M | 0.11% | −88−3.3% | Reduced |
| Quadrant Capital Group LLC | 2,615 | $1.17M | 0.12% | +81+3.2% | Added |
| Monumental Financial Group Inc. | 2,623 | $1.17M | 0.84% | +164+6.7% | Added |
| Citizens National Bank Trust Department | 2,627 | $1.17M | 0.33% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,631 | $1.17M | 0.68% | +13+0.5% | Added |
| Prescott Group Capital Management, L.L.C. | 2,649 | $1.18M | 0.28% | +2,649 | New |
| Segall Bryant & Hamill, LLC | 2,674 | $1.19M | 0.01% | +115+4.5% | Added |
| Abacus Planning Group, Inc. | 2,682 | $1.20M | 0.31% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 2,688 | $1.20M | 1.18% | +5+0.2% | Added |
| Brighton Jones LLC | 2,712 | $1.21M | 0.07% | +1,369+101.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.21M | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,743 | $1.22M | 0.06% | +627+29.6% | Added |
| Vetamer Capital Management, L.P. | 2,753 | $1.23M | 1.69% | −1,312−32.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,761 | $1.23M | 0.27% | +645+30.5% | Added |
| Silicon Valley Capital Partners | 2,778 | $1.24M | 0.26% | +5+0.2% | Added |
| DB Fitzpatrick & Co, Inc | 2,791 | $1.24M | 1.35% | −19−0.7% | Reduced |
| Wedbush Securities Inc | 2,812 | $1.25M | 0.06% | −522−15.7% | Reduced |
| Y.D. More Investments Ltd | 2,818 | $1.26M | 0.31% | −150−5.1% | Reduced |
| Twin Capital Management Inc | 2,826 | $1.26M | 0.17% | −166−5.5% | Reduced |
| Roberts Glore & Co Inc | 2,854 | $1.27M | 0.43% | −50−1.7% | Reduced |
| Virtu Financial LLC | 2,859 | $1.27M | 0.14% | +2,859 | New |
| Natixis | 2,859 | $1.27M | 0.01% | −37,435−92.9% | Reduced |
| Elmwood Wealth Management, Inc. | 2,862 | $1.28M | 0.60% | −132−4.4% | Reduced |
| Ropes Wealth Advisors LLC | 2,871 | $1.28M | 0.23% | −38−1.3% | Reduced |
| Mather Group, LLC. | 2,909 | $1.30M | 0.02% | +159+5.8% | Added |
| Moody National Bank Trust Division | 2,920 | $1.30M | 0.11% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,934 | $1.31M | 0.14% | +6+0.2% | Added |
| Riverpark Capital Management LLC | 2,971 | $1.32M | 2.66% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,993 | $1.33M | 0.11% | −169−5.3% | Reduced |
| Signature Wealth Management Group | 3,015 | $1.34M | 0.64% | −826−21.5% | Reduced |
| Merit Financial Group, LLC | 3,020 | $1.35M | 0.05% | +167+5.9% | Added |
| Clear Harbor Asset Management, LLC | 3,029 | $1.35M | 0.14% | +3,029 | New |
| Pinnbrook Capital Management LP | 3,033 | $1.35M | 0.79% | +1,482+95.6% | Added |
| DF Dent & Co Inc | 3,054 | $1.36M | 0.02% | +762+33.2% | Added |
| Hampton Road Capital Management LP | 3,064 | $1.37M | 0.41% | −28,906−90.4% | Reduced |
| Vista Wealth Management Group, LLC | 3,076 | $1.37M | 0.15% | −85−2.7% | Reduced |
| Security Asset Management | 3,096 | $1.38M | 0.81% | −1,480−32.3% | Reduced |
| STF Management LP | 3,128 | $1.39M | 0.94% | +1,255+67.0% | Added |
| HB Wealth Management, LLC | 3,132 | $1.40M | 0.02% | +183+6.2% | Added |
| Krilogy Financial LLC | 3,139 | $1.40M | 0.12% | +883+39.1% | Added |
| REDW Wealth LLC | 3,143 | $1.40M | 0.45% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.40M | 0.11% | −124−3.7% | Reduced |
| RB Capital Management, LLC | 3,155 | $1.41M | 0.46% | +129+4.3% | Added |
| Savant Capital, LLC | 3,166 | $1.41M | 0.03% | +982+45.0% | Added |
| Altrafin AG | 3,175 | $1.42M | 0.70% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,176 | $1.42M | 0.01% | −947−23.0% | Reduced |