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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 3,178 | $1.42M | 0.16% | −23−0.7% | Reduced |
| Cutler Group LP | 3,194 | $1.42M | 0.22% | +1,394+77.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,197 | $1.43M | 0.41% | −221−6.5% | Reduced |
| Vident Investment Advisory, LLC | 3,199 | $1.43M | 0.05% | −110−3.3% | Reduced |
| Insight Holdings Group, LLC | 3,200 | $1.43M | 0.03% | −14,100−81.5% | Reduced |
| GM Advisory Group, Inc. | 3,248 | $1.45M | 0.13% | +2+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 3,726 | $1.45M | 0.03% | 00.0% | Unchanged |
| WT Wealth Management | 3,261 | $1.45M | 0.63% | −203−5.9% | Reduced |
| Advisor OS, LLC | 3,269 | $1.46M | 0.35% | +32+1.0% | Added |
| Acadian Asset Management LLC | 3,283 | $1.46M | 0.01% | −1,547−32.0% | Reduced |
| Dakota Wealth Management | 3,292 | $1.47M | 0.10% | −94−2.8% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.47M | 0.38% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,340 | $1.49M | 0.30% | −71−2.1% | Reduced |
| Boit C F David | 3,350 | $1.49M | 1.02% | +500+17.5% | Added |
| Eads & Heald Wealth Management | 3,362 | $1.50M | 0.74% | −57−1.7% | Reduced |
| Roundview Capital LLC | 3,389 | $1.51M | 0.16% | +470+16.1% | Added |
| Fund Management at Engine No. 1 LLC | 3,407 | $1.52M | 0.31% | +304+9.8% | Added |
| Headlands Technologies LLC | 3,422 | $1.53M | 1.01% | +1,577+85.5% | Added |
| Charles Carroll Financial Partners, LLC | 3,432 | $1.53M | 2.34% | +75+2.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,435 | $1.53M | 0.13% | +249+7.8% | Added |
| Jacobi Capital Management LLC | 3,445 | $1.54M | 0.18% | +6+0.2% | Added |
| Lincoln National Corp | 3,465 | $1.54M | 0.03% | +467+15.6% | Added |
| Archford Capital Strategies, LLC | 3,543 | $1.56M | 0.32% | +247+7.5% | Added |
| Eagle Asset Management Inc | 3,498 | $1.56M | 0.01% | +620+21.5% | Added |
| Stock Yards Bank & Trust Co | 3,583 | $1.60M | 0.06% | −15−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.60M | 0.19% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 3,659 | $1.61M | 0.44% | −43−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,624 | $1.62M | 0.18% | +1,384+61.8% | Added |
| Consolidated Press International Holdings Ltd | 3,692 | $1.65M | 0.79% | +3,692 | New |
| Willow Creek Wealth Management Inc. | 3,693 | $1.65M | 0.25% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,700 | $1.65M | 0.05% | +335+10.0% | Added |
| Dohj, LLC | 3,712 | $1.65M | 0.84% | −59−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,715 | $1.66M | 0.48% | +3,513+1,739.1% | Added |
| Schechter Investment Advisors, LLC | 3,743 | $1.67M | 0.15% | +233+6.6% | Added |
| Sequoia Financial Advisors, LLC | 3,785 | $1.69M | 0.04% | +192+5.3% | Added |
| Clarius Group, LLC | 3,792 | $1.69M | 0.14% | −101−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 3,800 | $1.69M | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,832 | $1.69M | 0.10% | +3+0.1% | Added |
| Private Trust Co NA | 3,809 | $1.70M | 0.23% | −340−8.2% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $1.71M | 0.44% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,828 | $1.71M | 0.16% | +3,828 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,832 | $1.71M | 0.09% | −223−5.5% | Reduced |
| Fairfield, Bush & Co. | 3,831 | $1.71M | 0.60% | −625−14.0% | Reduced |
| Stiles Financial Services Inc | 3,846 | $1.71M | 0.92% | −19−0.5% | Reduced |
| Keeler Thomas Management LLC | 3,856 | $1.72M | 0.81% | −4,081−51.4% | Reduced |
| Clean Yield Group | 3,878 | $1.73M | 0.74% | −350−8.3% | Reduced |
| Conway Capital Management, Inc. | 3,890 | $1.73M | 1.43% | −25−0.6% | Reduced |
| Centiva Capital, LP | 3,948 | $1.76M | 0.10% | +3,912+10,866.7% | Added |
| Evergreen Capital Management LLC | 3,949 | $1.76M | 0.08% | −351−8.2% | Reduced |
| Snowden Capital Advisors LLC | 3,965 | $1.77M | 0.07% | +1,756+79.5% | Added |
| Scharf Investments, LLC | 3,972 | $1.77M | 0.06% | −46−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.78M | 0.53% | 00.0% | Unchanged |
| James Hambro & Partners | 4,015 | $1.79M | 0.13% | −108,381−96.4% | Reduced |
| Novare Capital Management LLC | 4,023 | $1.79M | 0.20% | −110−2.7% | Reduced |
| National Asset Management, Inc. | 4,029 | $1.80M | 0.05% | −3,780−48.4% | Reduced |
| Ergoteles LLC | 4,032 | $1.80M | 0.07% | +2,150+114.2% | Added |
| Mirador Capital Partners LP | 4,036 | $1.80M | 0.43% | −576−12.5% | Reduced |
| Cloverfields Capital Group, LP | 4,047 | $1.80M | 0.54% | +4,047 | New |
| Mission Wealth Management, LP | 4,069 | $1.81M | 0.08% | −123−2.9% | Reduced |
| Credential Qtrade Securities Inc. | 4,074 | $1.82M | 0.12% | +780+23.7% | Added |
| Apollon Wealth Management, LLC | 4,160 | $1.85M | 0.11% | −188−4.3% | Reduced |
| Wealthsource Partners, LLC | 4,163 | $1.86M | 0.13% | −33−0.8% | Reduced |
| Coldstream Capital Management Inc | 4,175 | $1.86M | 0.06% | +60+1.5% | Added |
| Paragon Advisors, LLC | 4,183 | $1.86M | 0.63% | +4,183 | New |
| Boston Trust Walden Corp | 4,203 | $1.87M | 0.02% | −5,199−55.3% | Reduced |
| Berger Financial Group, Inc | 4,206 | $1.88M | 0.23% | −122−2.8% | Reduced |
| Brown Brothers Harriman & Co | 4,213 | $1.88M | 0.02% | +159+3.9% | Added |
| Freedom Day Solutions, LLC | 4,239 | $1.89M | 0.89% | −9−0.2% | Reduced |
| Aurora Investment Counsel | 4,298 | $1.92M | 1.25% | +4,298 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,300 | $1.92M | 1.24% | +4,300 | New |
| Cohen Capital Management, Inc. | 4,340 | $1.93M | 0.39% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,340 | $1.94M | 0.82% | +5+0.1% | Added |
| Petredis Investment Advisors LLC | 4,341 | $1.94M | 0.30% | +56+1.3% | Added |
| Ninety One SA (PTY) Ltd | 4,358 | $1.94M | 0.49% | −69−1.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,368 | $1.95M | 0.26% | +1,801+70.2% | Added |
| FDx Advisors, Inc. | 5,025 | $1.96M | 0.09% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $1.98M | 0.21% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 4,460 | $1.99M | 0.15% | +4,460 | New |
| RiverPark Advisors, LLC | 4,464 | $1.99M | 1.33% | −1,666−27.2% | Reduced |
| Hancock Whitney Corp | 4,498 | $2.00M | 0.08% | +484+12.1% | Added |
| Brasada Capital Management, LP | 4,505 | $2.01M | 0.45% | −725−13.9% | Reduced |
| Stonnington Group, LLC | 4,560 | $2.01M | 0.52% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,533 | $2.02M | 0.03% | +4,533 | New |
| CWM, LLC | 4,541 | $2.02M | 0.01% | +308+7.3% | Added |
| Welch & Forbes LLC | 4,554 | $2.03M | 0.03% | +12+0.3% | Added |
| Kempen Capital Management N.V. | 4,580 | $2.04M | 0.04% | −978−17.6% | Reduced |
| Pegasus Partners Ltd. | 4,588 | $2.05M | 0.32% | +797+21.0% | Added |
| Outfitter Financial LLC | 4,601 | $2.05M | 1.85% | −154−3.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,610 | $2.06M | 0.38% | +4,610 | New |
| Desjardins Global Asset Management Inc. | 4,637 | $2.07M | 0.26% | +698+17.7% | Added |
| EFG Asset Management (North America) Corp. | 4,659 | $2.08M | 0.46% | −163−3.4% | Reduced |
| Decatur Capital Management, Inc. | 4,674 | $2.08M | 1.57% | −885−15.9% | Reduced |
| Bleakley Financial Group, LLC | 4,685 | $2.09M | 0.07% | +423+9.9% | Added |
| Douglass Winthrop Advisors, LLC | 4,703 | $2.10M | 0.05% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,715 | $2.10M | 0.62% | +350+8.0% | Added |
| Balyasny Asset Management LLC | 4,730 | $2.11M | 0.01% | −437,977−98.9% | Reduced |
| AdvisorShares Investments LLC | 4,740 | $2.11M | 0.66% | +1,440+43.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,786 | $2.13M | 0.04% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,808 | $2.14M | 0.60% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,836 | $2.16M | 0.30% | +47+1.0% | Added |