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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 1,151 | $513.1K | 0.09% | −14−1.2% | Reduced |
| Cavalier Investments, LLC | 1,146 | $510.9K | 0.22% | −1,481−56.4% | Reduced |
| Whalerock Point Partners, LLC | 1,145 | $510.5K | 0.19% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,141 | $508.8K | 0.05% | −23−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,137 | $506.9K | 0.01% | −41,987−97.4% | Reduced |
| Wexford Capital LP | 1,136 | $506.5K | 0.10% | +1,136 | New |
| IHT Wealth Management, LLC | 1,135 | $506.1K | 0.03% | +64+6.0% | Added |
| Magnus Financial Group LLC | 1,133 | $505.1K | 0.08% | +75+7.1% | Added |
| Argus Investors' Counsel, Inc. | 1,128 | $502.9K | 0.38% | −8−0.7% | Reduced |
| Parsec Financial Management, Inc. | 1,123 | $500.7K | 0.02% | −25−2.2% | Reduced |
| Oarsman Capital, Inc. | 1,122 | $500.2K | 0.23% | +1,122 | New |
| Truvestments Capital LLC | 1,118 | $498.5K | 0.27% | −44−3.8% | Reduced |
| NorthRock Partners, LLC | 1,112 | $495.8K | 0.05% | −245−18.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,112 | $495.8K | 0.16% | +94+9.2% | Added |
| Trellis Advisors, LLC | 1,111 | $495.3K | 0.24% | −37−3.2% | Reduced |
| Belpointe Asset Management LLC | 1,101 | $490.7K | 0.03% | +469+74.2% | Added |
| Ulland Investment Advisors, LLC | 1,096 | $489.0K | 0.57% | −59−5.1% | Reduced |
| Wallace Advisory Group, LLC | 1,095 | $488.2K | 0.37% | +41+3.9% | Added |
| Keel Point, LLC | 1,094 | $487.8K | 0.07% | +93+9.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,081 | $482.0K | 0.60% | −262−19.5% | Reduced |
| WR Wealth Planners, LLC | 1,076 | $479.7K | 0.21% | +429+66.3% | Added |
| Pinnacle West Asset Management, Inc. | 1,075 | $479.0K | 0.50% | +1,075 | New |
| National Wealth Management Group, LLC | 1,113 | $475.9K | 0.54% | +1,113 | New |
| First National Bank of Hutchinson | 1,066 | $475.3K | 0.38% | +150+16.4% | Added |
| Forum Financial Management, LP | 1,065 | $474.8K | 0.01% | +6+0.6% | Added |
| KMG Fiduciary Partners, LLC | 1,060 | $472.6K | 0.07% | −118−10.0% | Reduced |
| Gladstone Institutional Advisory LLC | 1,059 | $472.1K | 0.03% | −128−10.8% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $470.4K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,049 | $467.5K | 0.02% | +296+39.3% | Added |
| Kingsview Wealth Management, LLC | 1,043 | $465.1K | 0.02% | +20+2.0% | Added |
| Eqis Capital Management, Inc. | 1,042 | $464.8K | 0.05% | −91−8.0% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,192 | $463.9K | 0.47% | +1,192 | New |
| Symmetry Partners, LLC | 1,039 | $463.0K | 0.03% | −716−40.8% | Reduced |
| Wharton Business Group, LLC | 1,035 | $461.0K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,033 | $460.6K | 0.07% | +43+4.3% | Added |
| Allstate Corp | 1,033 | $460.5K | 0.03% | −9,183−89.9% | Reduced |
| Fulton Bank, N.A. | 1,033 | $460.5K | 0.02% | +420+68.5% | Added |
| Sciencast Management LP | 1,072 | $455.1K | 0.60% | +1,072 | New |
| Procyon Private Wealth Partners, LLC | 1,013 | $451.6K | 0.08% | +493+94.8% | Added |
| Tiemann Investment Advisors, LLC | 1,011 | $450.7K | 0.25% | +85+9.2% | Added |
| Buckingham Strategic Partners | 1,006 | $448.7K | 0.03% | −194−16.2% | Reduced |
| Abbrea Capital, LLC | 1,004 | $448.0K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,004 | $447.7K | 0.01% | +225+28.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $445.8K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $445.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $445.8K | 0.39% | 00.0% | Unchanged |
| UBS Oconnor LLC | 1,000 | $445.8K | 0.01% | +1,000 | New |
| Caldwell Trust Co | 999 | $445.4K | 0.06% | 00.0% | Unchanged |
| Transform Wealth, LLC | 998 | $444.9K | 0.04% | −45−4.3% | Reduced |
| ICW Investment Advisors LLC | 996 | $444.3K | 0.25% | +131+15.1% | Added |
| Crescent Grove Advisors, LLC | 991 | $441.8K | 0.05% | −15−1.5% | Reduced |
| We Are One Seven, LLC | 987 | $440.0K | 0.03% | +266+36.9% | Added |
| Arkadios Wealth Advisors | 986 | $439.4K | 0.05% | −38−3.7% | Reduced |
| Gilbert & Cook, Inc. | 980 | $436.9K | 0.08% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 980 | $436.9K | 0.32% | 00.0% | Unchanged |
| Studio Investment Management LLC | 980 | $436.9K | 0.13% | +16+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 977 | $435.6K | 0.02% | −39−3.8% | Reduced |
| Gotham Asset Management, LLC | 974 | $434.2K | 0.01% | −387−28.4% | Reduced |
| Donoghue Forlines LLC | 973 | $433.8K | 0.16% | −86−8.1% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $432.0K | 0.11% | 00.0% | Unchanged |
| Cooper Financial Group | 965 | $430.4K | 0.12% | +117+13.8% | Added |
| Woodstock Corp | 961 | $428.4K | 0.05% | −32−3.2% | Reduced |
| MONECO Advisors, LLC | 957 | $426.9K | 0.13% | +97+11.3% | Added |
| Chapin Davis, Inc. | 945 | $421.3K | 0.22% | −1−0.1% | Reduced |
| Balentine LLC | 941 | $419.5K | 0.01% | −308−24.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 938 | $418.2K | 0.13% | −36−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,061 | $413.0K | 0.01% | +54+5.4% | Added |
| Leavell Investment Management, Inc. | 927 | $413.0K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 926 | $412.9K | 0.01% | +926 | New |
| Wealthstar Advisors, LLC | 925 | $412.4K | 0.17% | 00.0% | Unchanged |
| First Affirmative Financial Network | 919 | $409.9K | 0.47% | +50+5.8% | Added |
| Avitas Wealth Management LLC | 918 | $409.3K | 0.08% | −25−2.7% | Reduced |
| New Millennium Group LLC | 916 | $409.0K | 0.41% | −3−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 915 | $407.9K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 913 | $407.0K | 0.25% | +2+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 912 | $406.6K | 0.30% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $403.5K | 0.05% | +905 | New |
| Alpha Family Trust | 905 | $403.5K | 0.32% | +370+69.2% | Added |
| Tradewinds, LLC. | 904 | $403.0K | 0.24% | +904 | New |
| Koshinski Asset Management, Inc. | 903 | $402.6K | 0.04% | +293+48.0% | Added |
| Harbor Investment Advisory, LLC | 902 | $402.1K | 0.06% | +142+18.7% | Added |
| David Loasby | 900 | $402.1K | 0.05% | +208+30.1% | Added |
| Axiom Advisory, LLC | 912 | $402.1K | 0.38% | −283−23.7% | Reduced |
| William Allan, LLC | 901 | $401.7K | 0.32% | −50−5.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $401.2K | 0.16% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $401.2K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $401.2K | 0.26% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 894 | $398.5K | 0.05% | −45−4.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 888 | $395.9K | 0.03% | −10−1.1% | Reduced |
| Horan Capital Advisors, LLC. | 883 | $393.7K | 0.16% | +83+10.4% | Added |
| Journey Advisory Group, LLC | 878 | $391.3K | 0.06% | +24+2.8% | Added |
| Pathway Financial Advisors LLC | 869 | $387.4K | 0.13% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 865 | $385.5K | 0.12% | +2+0.2% | Added |
| Baker Tilly Wealth Management, LLC | 862 | $384.3K | 0.04% | +862 | New |
| Aaron Wealth Advisors | 861 | $383.9K | 0.05% | +106+14.0% | Added |
| PDS Planning, Inc | 858 | $382.5K | 0.05% | +171+24.9% | Added |
| Winthrop Advisory Group LLC | 852 | $380.0K | 0.07% | −2−0.2% | Reduced |
| Heartland Bank & Trust Co | 846 | $377.2K | 0.29% | −1,662−66.3% | Reduced |
| Alpha Omega Wealth Management LLC | 843 | $375.8K | 0.06% | −12−1.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 842 | $375.4K | 0.09% | +53+6.7% | Added |