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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.78K | 0.00% | +4 | New |
| Adirondack Trust Co | 4 | $1.78K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 2,596 | $1.52K | 0.07% | +1,616+164.9% | Added |
| Macroview Investment Management LLC | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.34K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2 | $1.00K | 0.00% | −783−99.7% | Reduced |
| WestEnd Advisors, LLC | – | $892 | 0.00% | – | – |
| AllSquare Wealth Management LLC | 2 | $892 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $892 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $854 | 0.00% | +2 | New |
| Gradient Investments LLC | 1 | $446 | 0.00% | −1−50.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 1 | $446 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $446 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Summit Wealth Group, LLC | 83,370 | $0 | 0.00% | +83,370 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −202,055−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −123,830−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −76,909−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −41,290−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −41,148−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −35,888−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −31,544−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −27,446−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −14,638−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −6,913−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,412−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −6,219−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,741−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −4,715−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| Whitford Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,139−100.0% | Sold out |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −2,677−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,946−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Sonoma Private Wealth LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Gouws Capital LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Tandem Wealth Advisors LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |