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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 2,184 | $973.7K | 0.57% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,156 | $961.2K | 0.02% | +113+5.5% | Added |
| Tilia Fiduciary Partners, Inc. | 2,146 | $956.9K | 0.91% | +53+2.5% | Added |
| Mutual Advisors, LLC | 2,141 | $954.6K | 0.04% | −42−1.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,145 | $944.0K | 0.06% | +121+6.0% | Added |
| V-Square Quantitative Management LLC | 2,114 | $942.5K | 0.87% | +2,114 | New |
| Personal Cfo Solutions, LLC | 2,106 | $938.9K | 0.19% | −2−0.1% | Reduced |
| DoubleLine ETF Adviser LP | 2,106 | $938.9K | 0.40% | +338+19.1% | Added |
| RMR Wealth Builders | 2,103 | $937.6K | 0.18% | +1,000+90.7% | Added |
| Exencial Wealth Advisors, LLC | 2,087 | $930.7K | 0.05% | −9,533−82.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,080 | $927.3K | 0.02% | −241−10.4% | Reduced |
| Perigon Wealth Management, LLC | 2,069 | $922.4K | 0.05% | −376−15.4% | Reduced |
| Avalon Investment & Advisory | 2,062 | $919.4K | 0.03% | −1,218−37.1% | Reduced |
| Waycross Partners, LLC | 2,050 | $914.0K | 0.27% | −450−18.0% | Reduced |
| Wedmont Private Capital | 2,045 | $909.5K | 0.12% | +298+17.1% | Added |
| Cape Cod Five Cents Savings Bank | 2,039 | $909.0K | 0.10% | −493−19.5% | Reduced |
| Moneta Group Investment Advisors LLC | 2,037 | $908.3K | 0.02% | +246+13.7% | Added |
| Pittenger & Anderson Inc | 2,037 | $908.2K | 0.05% | +363+21.7% | Added |
| McRae Capital Management Inc | 2,036 | $907.6K | 0.26% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,015 | $898.3K | 0.31% | +17+0.9% | Added |
| Waldron Private Wealth LLC | 1,990 | $887.2K | 0.04% | −173−8.0% | Reduced |
| Family Legacy, Inc. | 1,987 | $886.0K | 0.38% | +154+8.4% | Added |
| Nicholas Investment Partners, LP | 1,979 | $882.3K | 0.07% | −4,544−69.7% | Reduced |
| Sentry Investment Management LLC | 1,971 | $879.0K | 0.36% | +139+7.6% | Added |
| Harrington Investments, INC | 1,970 | $878.3K | 0.61% | +1,970 | New |
| Quent Capital, LLC | 1,967 | $875.0K | 0.15% | +8+0.4% | Added |
| Forbes J M & Co LLP | 1,963 | $875.0K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,113 | $873.9K | 0.14% | −156−6.9% | Reduced |
| SRN Advisors, LLC | 1,978 | $870.5K | 0.80% | +394+24.9% | Added |
| CX Institutional | 1,966 | $869.2K | 0.05% | +229+13.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,943 | $866.2K | 0.08% | +326+20.2% | Added |
| Greenland Capital Management LP | 1,927 | $859.1K | 0.10% | −1,895−49.6% | Reduced |
| Brookstone Capital Management | 1,951 | $858.6K | 0.02% | −2−0.1% | Reduced |
| Barr E S & Co | 1,909 | $851.1K | 0.07% | 00.0% | Unchanged |
| Little House Capital LLC | 1,905 | $849.3K | 0.40% | +603+46.3% | Added |
| Barbara Oil Co. | 1,900 | $847.1K | 0.41% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,894 | $844.3K | 0.17% | +84+4.6% | Added |
| Avantax Planning Partners, Inc. | 1,890 | $842.8K | 0.03% | −937−33.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,877 | $836.0K | 0.45% | −79−4.0% | Reduced |
| Sargent Investment Group, LLC | 1,896 | $835.5K | 0.22% | +16+0.9% | Added |
| AlphaCore Capital LLC | 1,866 | $831.8K | 0.22% | +1,866 | New |
| Allworth Financial LP | 1,862 | $830.1K | 0.01% | +506+37.3% | Added |
| Verdence Capital Advisors LLC | 1,856 | $827.4K | 0.10% | +43+2.4% | Added |
| Exchange Traded Concepts, LLC | 1,852 | $825.7K | 0.02% | −79−4.1% | Reduced |
| Lavaca Capital LLC | 1,833 | $817.2K | 0.19% | +900+96.5% | Added |
| Hohimer Wealth Management, LLC | 1,831 | $816.3K | 0.24% | +426+30.3% | Added |
| Evanson Asset Management, LLC | 1,829 | $815.4K | 0.08% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 1,819 | $811.0K | 1.26% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,809 | $806.5K | 0.39% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,800 | $802.5K | 0.15% | +925+105.7% | Added |
| Great Lakes Retirement, Inc. | 1,798 | $801.6K | 0.15% | +1,798 | New |
| Valeo Financial Advisors, LLC | 1,789 | $797.6K | 0.04% | +157+9.6% | Added |
| Advisor Resource Council | 1,816 | $794.5K | 0.20% | +59+3.4% | Added |
| Red Spruce Capital, LLC | 1,777 | $792.2K | 0.46% | +12+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 1,772 | $790.0K | 0.24% | +175+11.0% | Added |
| WBH Advisory Inc | 1,768 | $788.3K | 0.10% | +1,768 | New |
| Zions Bancorporation, N.A. | 1,752 | $781.1K | 0.07% | +314+21.8% | Added |
| Accretive Wealth Partners, LLC | 1,750 | $780.3K | 0.50% | +70+4.2% | Added |
| S&CO Inc | 1,746 | $778.0K | 0.07% | +530+43.6% | Added |
| Liberty Wealth Management LLC | 1,741 | $776.1K | 0.16% | +1,741 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $771.7K | 0.38% | 00.0% | Unchanged |
| NVWM, LLC | 1,726 | $769.5K | 0.26% | +596+52.7% | Added |
| Monetary Management Group Inc | 1,725 | $769.1K | 0.23% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,721 | $767.5K | 0.12% | +49+2.9% | Added |
| Connolly Sarah T. | 1,720 | $766.8K | 0.49% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,717 | $765.5K | 0.58% | −22−1.3% | Reduced |
| Ellevest, Inc. | 1,699 | $757.5K | 0.06% | +413+32.1% | Added |
| Boston Family Office LLC | 1,689 | $754.0K | 0.06% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,685 | $751.2K | 0.18% | +30+1.8% | Added |
| XTX Topco Ltd | 1,684 | $750.8K | 0.16% | +1,684 | New |
| Parthenon LLC | 1,675 | $746.8K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,665 | $742.4K | 0.02% | +814+95.7% | Added |
| RFG Advisory, LLC | 1,664 | $741.7K | 0.04% | −78−4.5% | Reduced |
| Argent Trust Co | 1,660 | $740.1K | 0.05% | +9+0.5% | Added |
| Leonteq Securities AG | 1,643 | $732.5K | 0.07% | −1,180−41.8% | Reduced |
| United Bank | 1,642 | $732.1K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 1,625 | $724.3K | 0.12% | +668+69.8% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $723.1K | 0.20% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,618 | $720.1K | 0.02% | −1,159−41.7% | Reduced |
| Diversified Trust Co | 1,611 | $718.2K | 0.03% | −678−29.6% | Reduced |
| Proficio Capital Partners LLC | 1,610 | $717.6K | 0.11% | −5−0.3% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $713.3K | 0.08% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,596 | $711.5K | 0.08% | +1,596 | New |
| Oxford Financial Group Ltd | 1,594 | $710.6K | 0.08% | 00.0% | Unchanged |
| Legato Capital Management LLC | 1,589 | $708.4K | 0.13% | +150+10.4% | Added |
| CNB Bank | 1,587 | $707.5K | 0.43% | +59+3.9% | Added |
| IFP Advisors, Inc | 11,892 | $706.4K | 0.03% | −1,652−12.2% | Reduced |
| Legacy Capital Group California, Inc. | 1,577 | $703.0K | 0.34% | +1,577 | New |
| 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 |
| Triasima Portfolio Management inc. | 1,574 | $701.7K | 0.06% | −65−4.0% | Reduced |
| Verition Fund Management LLC | 1,570 | $700.0K | 0.01% | −958−37.9% | Reduced |
| Heritage Wealth Advisors | 1,563 | $696.9K | 0.04% | −80−4.9% | Reduced |
| Pinnacle Financial Partners Inc | 1,555 | $693.3K | 0.02% | −45−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,548 | $690.0K | 0.07% | −3−0.2% | Reduced |
| Plimoth Trust Co LLC | 1,545 | $688.8K | 0.21% | −20−1.3% | Reduced |
| Optas, LLC | 1,538 | $685.7K | 0.24% | −191−11.0% | Reduced |
| Focus Financial Network, Inc. | 1,537 | $685.2K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,537 | $685.1K | 0.03% | −1,381−47.3% | Reduced |
| Oliver Luxxe Assets LLC | 1,525 | $679.9K | 0.18% | −100−6.2% | Reduced |