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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 1,518 | $676.8K | 0.08% | +952+168.2% | Added |
| Graypoint LLC | 1,512 | $674.2K | 0.07% | +619+69.3% | Added |
| Cardiff Park Advisors, LLC | 1,510 | $673.2K | 0.09% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,504 | $670.5K | 0.02% | +22+1.5% | Added |
| Valmark Advisers, Inc. | 1,503 | $670.1K | 0.01% | −13−0.9% | Reduced |
| K.J. Harrison & Partners Inc | 1,500 | $668.7K | 0.14% | −2,048−57.7% | Reduced |
| Qtron Investments LLC | 1,494 | $666.1K | 0.14% | −277−15.6% | Reduced |
| Texas Capital Bancshares Inc | 1,494 | $666.1K | 0.42% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,486 | $662.5K | 0.28% | 00.0% | Unchanged |
| Intrust Bank NA | 1,482 | $660.7K | 0.08% | −30−2.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,486 | $654.0K | 0.08% | −63−4.1% | Reduced |
| Claro Advisors LLC | 1,465 | $653.2K | 0.19% | +14+1.0% | Added |
| Naviter Wealth, LLC | 1,465 | $653.1K | 0.23% | +1,465 | New |
| Smithfield Trust Co | 1,466 | $653.0K | 0.04% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,451 | $646.9K | 0.61% | −79−5.2% | Reduced |
| Proffitt & Goodson Inc | 1,449 | $646.0K | 0.13% | −95−6.2% | Reduced |
| Empowered Funds, LLC | 1,440 | $642.0K | 0.04% | +499+53.0% | Added |
| DGS Capital Management, LLC | 1,433 | $638.9K | 0.36% | −60−4.0% | Reduced |
| 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 |
| Howland Capital Management LLC | 1,422 | $634.0K | 0.04% | +8+0.6% | Added |
| Capital Investment Advisors, LLC | 1,419 | $632.5K | 0.02% | −330−18.9% | Reduced |
| Van Hulzen Asset Management, LLC | 1,413 | $630.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bahl & Gaynor Inc | 1,408 | $627.7K | 0.00% | −255−15.3% | Reduced |
| Heron Financial Group, LLC | 1,403 | $625.5K | 0.34% | +82+6.2% | Added |
| Ancora Advisors, LLC | 1,402 | $625.1K | 0.02% | −66−4.5% | Reduced |
| Integrated Advisors Network LLC | 1,394 | $621.5K | 0.04% | +102+7.9% | Added |
| Kestra Private Wealth Services, LLC | 1,394 | $621.3K | 0.02% | −2,945−67.9% | Reduced |
| Jefferies Financial Group Inc. | 1,391 | $620.1K | 0.01% | −3,008−68.4% | Reduced |
| Kolinsky Wealth Management, LLC | 1,386 | $618.0K | 0.66% | +45+3.4% | Added |
| TrinityPoint Wealth, LLC | 1,384 | $616.9K | 0.13% | −8−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,380 | $615.2K | 0.01% | +40+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,379 | $615.0K | 0.01% | +1,379 | New |
| Level Four Advisory Services, LLC | 1,378 | $614.4K | 0.04% | +320+30.2% | Added |
| M Holdings Securities, Inc. | 1,372 | $612.0K | 0.06% | +851+163.3% | Added |
| Applied Capital LLC | 1,372 | $611.7K | 0.61% | +64+4.9% | Added |
| Richard W. Paul & Associates, LLC | 1,367 | $609.8K | 0.28% | +123+9.9% | Added |
| Eastern Bank | 1,361 | $606.8K | 0.03% | +4+0.3% | Added |
| Act Wealth Management, LLC | 1,361 | $606.8K | 0.36% | +11+0.8% | Added |
| Hoxton Planning & Management, LLC | 1,360 | $606.3K | 0.33% | −112−7.6% | Reduced |
| Everhart Financial Group, Inc. | 1,358 | $605.4K | 0.27% | +519+61.9% | Added |
| Integrated Wealth Concepts LLC | 1,354 | $604.0K | 0.01% | +339+33.4% | Added |
| Advisors Capital Management, LLC | 1,349 | $601.0K | 0.02% | −93−6.4% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $599.6K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,342 | $598.3K | 0.02% | −73−5.2% | Reduced |
| Fort Pitt Capital Group, LLC | 1,341 | $597.9K | 0.02% | −184−12.1% | Reduced |
| Next Century Growth Investors LLC | 1,334 | $594.7K | 0.07% | −836−38.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,330 | $593.0K | 0.05% | +5+0.4% | Added |
| Harbor Group, Inc. | 1,329 | $592.5K | 0.35% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,326 | $591.2K | 0.21% | −69−4.9% | Reduced |
| Thrive Wealth Management, LLC | 1,326 | $591.0K | 0.15% | +284+27.3% | Added |
| Nations Financial Group Inc, | 1,315 | $586.3K | 0.06% | +113+9.4% | Added |
| Meridian Wealth Management, LLC | 1,314 | $585.8K | 0.05% | −64−4.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,310 | $584.0K | 0.19% | −35−2.6% | Reduced |
| Schnieders Capital Management LLC | 1,303 | $580.9K | 0.13% | +1,303 | New |
| 1st Source Bank | 1,298 | $578.7K | 0.04% | −8−0.6% | Reduced |
| New Hampshire Trust | 1,294 | $576.9K | 0.15% | −42−3.1% | Reduced |
| Pinnacle Associates Ltd | 1,293 | $576.6K | 0.01% | +6+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,275 | $568.4K | 0.01% | +744+140.1% | Added |
| First National Trust Co | 1,274 | $568.0K | 0.03% | +79+6.6% | Added |
| Fidelis Capital Partners, LLC | 1,332 | $567.4K | 0.24% | +634+90.8% | Added |
| AMG National Trust Bank | 1,272 | $567.1K | 0.02% | −39−3.0% | Reduced |
| Brookfield Asset Management Inc. | 1,271 | $566.6K | 0.00% | +1,271 | New |
| Thomas White International Ltd | 1,268 | $565.3K | 0.12% | +1,258+12,580.0% | Added |
| Alta Wealth Advisors LLC | 1,262 | $562.6K | 0.36% | −50−3.8% | Reduced |
| Aspen Grove Capital, LLC | 1,260 | $561.7K | 0.25% | +1,260 | New |
| Baldwin Brothers Inc | 1,255 | $559.5K | 0.05% | −128−9.3% | Reduced |
| Investors Research Corp | 1,250 | $557.3K | 0.14% | −2−0.2% | Reduced |
| North Star Investment Management Corp. | 1,240 | $552.8K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 1,229 | $547.9K | 0.04% | −185−13.1% | Reduced |
| Chicago Trust Co NA | 1,229 | $547.9K | 0.14% | +48+4.1% | Added |
| Symphony Financial, Ltd. Co. | 1,243 | $547.1K | 0.14% | −199−13.8% | Reduced |
| RSM US Wealth Management LLC | 1,226 | $546.6K | 0.02% | +1,226 | New |
| Elevated Capital Advisors, LLC | 1,225 | $546.1K | 0.20% | +22+1.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,223 | $545.3K | 0.30% | +8+0.7% | Added |
| HighVista Strategies LLC | 1,220 | $543.9K | 0.44% | +600+96.8% | Added |
| Gryphon Financial Partners LLC | 1,219 | $543.4K | 0.13% | +20+1.7% | Added |
| Community Bank & Trust, Waco, Texas | 1,213 | $541.0K | 0.17% | +30+2.5% | Added |
| Camden Capital, LLC | 1,208 | $538.4K | 0.08% | +86+7.7% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $538.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Principle Wealth Partners LLC | 1,203 | $536.1K | 0.06% | +1+0.1% | 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 |
| Choate Investment Advisors | 1,196 | $533.2K | 0.03% | +285+31.3% | Added |
| Garrett Investment Advisors LLC | 1,185 | $528.3K | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,183 | $527.4K | 0.01% | −481−28.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,181 | $526.0K | 0.04% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,177 | $524.7K | 0.09% | +97+9.0% | Added |
| Modera Wealth Management, LLC | 1,176 | $524.3K | 0.02% | −5−0.4% | Reduced |
| Burney Co | 1,165 | $519.4K | 0.03% | −828−41.5% | Reduced |
| Waterloo Capital, L.P. | 1,161 | $517.7K | 0.16% | +1,161 | New |
| Institute for Wealth Management, LLC. | 1,156 | $515.4K | 0.10% | +19+1.7% | Added |
| Global Retirement Partners, LLC | 1,197 | $514.5K | 0.03% | +565+89.4% | Added |
| Horizon Family Wealth, Inc. | 1,151 | $513.4K | 0.54% | +2+0.2% | Added |