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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.

Institutional holdersQ1 2023: 1,617 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ1 2023: $104.9B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2022.

Institutions holding INTU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
West Paces Advisors Inc.107$47.7K0.01%+7+7.0%Added
Piscataqua Savings Bank107$47.7K0.04%00.0%Unchanged
Sutton Wealth Advisors Inc.106$47.3K0.03%−141−57.1%Reduced
Ten Capital Wealth Advisors, LLC105$46.8K0.02%+105New
Addison Advisors LLC100$44.6K0.02%−6−5.7%Reduced
MRP Capital Investments, LLC100$44.6K0.05%+45+81.8%Added
Toth Financial Advisory Corp100$44.4K0.01%+11+12.4%Added
Ridgewood Investments LLC95$42.4K0.03%+95New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC93$41.5K0.00%+85+1,062.5%Added
Paladin Advisory Group, LLC90$40.1K0.03%+90New
Laurel Wealth Advisors LLC89$39.7K0.01%00.0%Unchanged
First Financial Corp86$38.3K0.02%00.0%Unchanged
Abound Wealth Management85$38.0K0.02%+15+21.4%Added
China Universal Asset Management Co., Ltd.85$37.9K0.01%+85New
Canada Pension Plan Investment Board84$37.5K0.00%−7,259−98.9%Reduced
Pacifica Partners Inc.80$35.6K0.02%+50+166.7%Added
WealthPLAN Partners, LLC77$34.3K0.00%+77New
Kistler-Tiffany Companies, LLC75$33.4K0.01%00.0%Unchanged
Bogart Wealth, LLC71$31.7K0.00%+33+86.8%Added
Barrett & Company, Inc.65$29.1K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC65$29.0K0.01%+65New
Atwood & Palmer Inc65$29.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC60$27.0K0.00%+18+42.9%Added
Tradition Wealth Management, LLC60$27.0K0.00%+15+33.3%Added
Moisand Fitzgerald Tamayo, LLC60$26.8K0.01%00.0%Unchanged
Activest Wealth Management60$26.5K0.02%+60New
Raleigh Capital Management Inc.58$25.9K0.01%+29+100.0%Added
HHM Wealth Advisors, LLC56$25.0K0.01%+56New
Stephenson National Bank & Trust55$24.5K0.02%00.0%Unchanged
Bangor Savings Bank54$24.1K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC53$24.0K0.02%+25+89.3%Added
Tucker Asset Management LLC51$22.7K0.01%+21+70.0%Added
Albion Financial Group50$22.3K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$22.3K0.01%00.0%Unchanged
Pflug Koory, LLC50$22.3K0.01%00.0%Unchanged
City State Bank50$22.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.36$22.0K0.01%00.0%Unchanged
Larson Financial Group LLC49$21.8K0.00%+28+133.3%Added
GPS Wealth Strategies Group, LLC45$20.2K0.00%+45New
Sittner & Nelson, LLC45$20.1K0.01%+11+32.4%Added
Optimum Investment Advisors44$19.6K0.01%00.0%Unchanged
Rational Advisors LLC44$19.6K0.00%00.0%Unchanged
Key Financial Inc41$18.3K0.01%00.0%Unchanged
NewSquare Capital LLC40$17.8K0.00%+40New
Solstein Capital, LLC36$16.1K0.01%00.0%Unchanged
Bourgeon Capital Management LLC34$15.2K0.00%00.0%Unchanged
HWG Holdings LP33$14.7K0.01%00.0%Unchanged
Coastal Capital Group, Inc.33$14.7K0.00%+16+94.1%Added
Hanson & Doremus Investment Management31$14.0K0.00%−14−31.1%Reduced
Front Row Advisors LLC32$14.0K0.01%00.0%Unchanged
Archer Investment Corp28$12.5K0.00%+21+300.0%Added
SRS Capital Advisors, Inc.27$12.0K0.00%+7+35.0%Added
Aspire Private Capital, LLC27$12.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$12.0K0.00%+1+3.8%Added
Stonebridge Capital Advisors LLC26$11.6K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC26$11.6K0.01%00.0%Unchanged
Community Bank, N.A.26$11.6K0.00%00.0%Unchanged
Wolff Wiese Magana LLC25$11.1K0.01%+5+25.0%Added
Syverson Strege & Co25$11.1K0.00%+25New
Rise Advisors, LLC24$10.8K0.01%+2+9.1%Added
Acima Private Wealth, LLC24$10.7K0.01%+24New
Rock Creek Group, LP23$10.3K0.00%−20−46.5%Reduced
Bollard Group LLC23$10.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC22$9.81K0.00%+5+29.4%Added
RFP Financial Group LLC21$9.36K0.01%00.0%Unchanged
Dividend Assets Capital, LLC24$9.00K0.00%00.0%Unchanged
Retirement Group, LLC21$9.00K0.00%+21New
Clearview Wealth Advisors LLC17$7.62K0.01%00.0%Unchanged
IAG Wealth Partners, LLC17$7.58K0.00%00.0%Unchanged
Creative Financial Designs Inc16$7.13K0.00%00.0%Unchanged
Old North State Trust, LLC16$7.00K0.00%00.0%Unchanged
Tfo-TDC, LLC15$6.69K0.00%+15New
Lee Financial Co14$6.24K0.00%−3−17.6%Reduced
Northwest Investment Counselors, LLC13$5.80K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$5.80K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$5.80K0.00%00.0%Unchanged
MCF Advisors LLC12$5.35K0.00%−1−7.7%Reduced
Emfo, LLC12$5.35K0.01%00.0%Unchanged
TSFG, LLC12$5.00K0.00%00.0%Unchanged
Byrne Asset Management LLC12$5.00K0.00%+12New
Berkshire Capital Holdings Inc10$4.46K0.00%00.0%Unchanged
Disciplined Investments, LLC10$4.46K0.00%+1+11.1%Added
Schubert & Co9$4.01K0.00%−1−10.0%Reduced
Trifecta Capital Advisors, LLC9$4.01K0.00%00.0%Unchanged
TFC Financial Management9$4.01K0.00%+3+50.0%Added
PayPay Securities Corp9$4.01K0.27%−7−43.8%Reduced
Colonial Trust Advisors9$4.01K0.00%−5−35.7%Reduced
Caldwell Sutter Capital, Inc.9$4.01K0.00%+9New
Buck Wealth Strategies, LLC8$3.63K0.00%+8New
Bradley & Co. Private Wealth Management, LLC8$3.57K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC7$3.12K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$3.12K0.00%+1+16.7%Added
Clear Street Markets LLC7$3.00K0.00%+7New
Sugarloaf Wealth Management, LLC6$2.69K0.00%−86−93.5%Reduced
Private Ocean, LLC5$2.25K0.00%−12−70.6%Reduced
Dakota Community Bank & Trust NA5$2.23K0.01%00.0%Unchanged
Ahrens Investment Partners LLC5$2.23K0.00%+5New
Centerpoint Advisors, LLC3$2.00K0.00%+3New
Ritter Daniher Financial Advisory LLC4$1.78K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC4$1.78K0.00%00.0%Unchanged