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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 842 | $375.2K | 0.16% | +1+0.1% | Added |
| Meitav Dash Investments Ltd | 838 | $375.1K | 0.01% | +838 | New |
| Tufton Capital Management | 840 | $374.5K | 0.08% | +30+3.7% | Added |
| Beaumont Financial Advisors, LLC | 837 | $373.2K | 0.04% | +4+0.5% | Added |
| Prelude Capital Management, LLC | 834 | $371.8K | 0.03% | +834 | New |
| Traynor Capital Management, Inc. | 833 | $371.6K | 0.06% | +3+0.4% | Added |
| GraniteShares Advisors LLC | 831 | $370.5K | 0.33% | −97−10.5% | Reduced |
| Brown Shipley& Co Ltd | 831 | $370.5K | 0.24% | +831 | New |
| Benjamin F. Edwards & Company, Inc. | 823 | $367.0K | 0.02% | −12−1.4% | Reduced |
| Crewe Advisors LLC | 818 | $364.7K | 0.05% | −90−9.9% | Reduced |
| Grove Bank & Trust | 812 | $362.0K | 0.08% | +32+4.1% | Added |
| Arrow Financial Corp | 810 | $361.1K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 809 | $360.7K | 0.23% | +219+37.1% | Added |
| Jackson Square Capital, LLC | 809 | $360.7K | 0.16% | +809 | New |
| Mason Investment Advisory Services, Inc. | 807 | $359.8K | 0.03% | −5−0.6% | Reduced |
| Pacific Global Investment Management CO | 806 | $359.4K | 0.08% | −67−7.7% | Reduced |
| Bourne Lent Asset Management Inc | 805 | $359.1K | 0.14% | 00.0% | Unchanged |
| Apeiron RIA LLC | 803 | $357.6K | 0.12% | +28+3.6% | Added |
| Curated Wealth Partners LLC | 801 | $357.1K | 0.08% | +11+1.4% | Added |
| Alta Advisers Ltd | 800 | $356.7K | 0.21% | 00.0% | Unchanged |
| Veracity Capital LLC | 797 | $355.2K | 0.16% | +6+0.8% | Added |
| Elgethun Capital Management | 806 | $354.9K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 791 | $352.9K | 0.05% | −15−1.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 790 | $352.2K | 0.07% | −5−0.6% | Reduced |
| AdvisorNet Financial, Inc | 788 | $351.3K | 0.03% | −27−3.3% | Reduced |
| Oakworth Capital, Inc. | 788 | $351.3K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 788 | $351.1K | 0.11% | +105+15.4% | Added |
| PFG Investments, LLC | 787 | $351.0K | 0.07% | +787 | New |
| Comerica Securities,inc. | 785 | $350.0K | 0.03% | −62−7.3% | Reduced |
| Legacy Bridge, LLC | 782 | $348.6K | 0.24% | 00.0% | Unchanged |
| Geller Advisors LLC | 780 | $347.7K | 0.05% | +146+23.0% | Added |
| Pallas Capital Advisors LLC | 785 | $347.4K | 0.03% | −251−24.2% | Reduced |
| Wealth Management Associates, Inc. | 776 | $346.0K | 0.21% | −50−6.1% | Reduced |
| Royal Fund Management, LLC | 774 | $345.1K | 0.05% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 771 | $343.7K | 0.40% | +771 | New |
| Halbert Hargrove Global Advisors, LLC | 770 | $343.4K | 0.02% | +14+1.9% | Added |
| Front Barnett Associates LLC | 770 | $343.0K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 766 | $341.6K | 0.05% | +12+1.6% | Added |
| StoneX Group Inc. | 764 | $340.8K | 0.04% | +764 | New |
| Avenue 1 Advisors, LLC | 760 | $338.8K | 0.18% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 755 | $336.6K | 0.08% | −169−18.3% | Reduced |
| Journey Strategic Wealth LLC | 753 | $335.7K | 0.04% | −82−9.8% | Reduced |
| Gill Capital Partners, LLC | 753 | $335.7K | 0.15% | 00.0% | Unchanged |
| Family Firm, Inc. | 751 | $334.8K | 0.09% | +8+1.1% | Added |
| Three Bridge Wealth Advisors, LLC | 747 | $333.0K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 747 | $333.0K | 0.29% | +196+35.6% | Added |
| Plancorp, LLC | 743 | $331.3K | 0.02% | −21−2.7% | Reduced |
| Successful Portfolios LLC | 736 | $328.3K | 0.21% | −3−0.4% | Reduced |
| Verity Asset Management, Inc. | 734 | $327.2K | 0.20% | +26+3.7% | Added |
| Fishman Jay A Ltd | 732 | $326.3K | 0.04% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $325.0K | 0.32% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 729 | $324.9K | 0.10% | −12−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 728 | $324.6K | 0.04% | −50−6.4% | Reduced |
| Atomi Financial Group, Inc. | 728 | $324.4K | 0.18% | +728 | New |
| Johnson Bixby & Associates, LLC | 725 | $323.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Bank | 725 | $323.2K | 0.03% | +725 | New |
| Malaga Cove Capital, LLC | 724 | $322.8K | 0.16% | +9+1.3% | Added |
| Grandfield & Dodd, LLC | 723 | $322.3K | 0.02% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 723 | $322.3K | 0.31% | +31+4.5% | Added |
| Planned Solutions, Inc. | 722 | $321.9K | 0.20% | 00.0% | Unchanged |
| Thomasville National Bank | 721 | $321.4K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 720 | $321.0K | 0.13% | +41+6.0% | Added |
| Bernardo Wealth Planning LLC | 718 | $320.1K | 0.14% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 717 | $319.7K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 714 | $318.2K | 0.01% | +133+22.9% | Added |
| Quantitative Investment Management, LLC | 712 | $317.0K | 0.07% | +712 | New |
| Diversified Investment Strategies, LLC | 704 | $313.9K | 0.22% | −29−4.0% | Reduced |
| Coastline Trust Co | 703 | $313.4K | 0.05% | −65−8.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 703 | $313.4K | 0.01% | +703 | New |
| Sherbrooke Park Advisers LLC | 700 | $312.1K | 0.47% | −1,500−68.2% | Reduced |
| Two Sigma Investments, LP | 700 | $312.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 700 | $312.1K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 697 | $310.7K | 0.12% | +2+0.3% | Added |
| Essex Financial Services, Inc. | 695 | $309.9K | 0.03% | −5−0.7% | Reduced |
| South State Corp. | 695 | $309.9K | 0.03% | −26−3.6% | Reduced |
| Two Sigma Securities, LLC | 691 | $308.1K | 0.03% | +691 | New |
| Sustainable Insight Capital Management, LLC | 690 | $307.6K | 0.31% | −415−37.6% | Reduced |
| Interchange Capital Partners, LLC | 688 | $306.9K | 0.17% | +28+4.2% | Added |
| Simon Quick Advisors, LLC | 679 | $302.7K | 0.03% | +679 | New |
| Prestige Wealth Management Group LLC | 677 | $301.8K | 0.08% | −335−33.1% | Reduced |
| Nilsine Partners, LLC | 677 | $301.8K | 0.05% | +677 | New |
| John G Ullman & Associates Inc | 675 | $301.0K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 674 | $300.7K | 0.02% | +56+9.1% | Added |
| St. Louis Trust Co | 674 | $300.5K | 0.06% | 00.0% | Unchanged |
| LWMG, LLC | 673 | $300.2K | 0.09% | −6−0.9% | Reduced |
| Kaizen Financial Strategies | 670 | $298.7K | 0.29% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 669 | $298.3K | 0.07% | −3−0.4% | Reduced |
| Great Diamond Partners, LLC | 668 | $297.8K | 0.09% | −25−3.6% | Reduced |
| Parkside Financial Bank & Trust | 663 | $295.6K | 0.08% | −4−0.6% | Reduced |
| Prospera Financial Services Inc | 656 | $292.6K | 0.01% | −1−0.2% | Reduced |
| Triad Investment Management | 656 | $292.5K | 0.43% | +656 | New |
| Proequities, Inc. | 655 | $292.0K | 0.02% | +36+5.8% | Added |
| L2 Asset Management, LLC | 654 | $291.6K | 0.17% | +28+4.5% | Added |
| QCM Cayman, Ltd. | 652 | $290.7K | 1.82% | +82+14.4% | Added |
| Campbell & CO Investment Adviser LLC | 652 | $290.7K | 0.05% | +652 | New |
| Camden National Bank | 649 | $289.3K | 0.06% | +17+2.7% | Added |
| Provence Wealth Management Group | 647 | $288.5K | 0.19% | +647 | New |
| Guyasuta Investment Advisors Inc | 646 | $288.0K | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $285.3K | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 636 | $283.7K | 0.01% | +54+9.3% | Added |