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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 24,710 | $11.0M | 0.39% | +5,996+32.0% | Added |
| Alley Investment Management Company, LLC | 24,695 | $11.0M | 1.84% | +289+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,211 | $10.8M | 0.04% | +785+3.4% | Added |
| HFR Wealth Management, LLC | 23,768 | $10.6M | 3.01% | −60−0.3% | Reduced |
| Hartford Investment Management Co | 23,660 | $10.5M | 0.36% | +3,298+16.2% | Added |
| Securian Asset Management, Inc | 23,601 | $10.5M | 0.28% | +76+0.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 23,565 | $10.5M | 0.33% | +326+1.4% | Added |
| Patten & Patten Inc | 23,031 | $10.3M | 0.90% | −193−0.8% | Reduced |
| Boston Private Wealth LLC | 22,982 | $10.2M | 0.14% | +16,846+274.5% | Added |
| Norinchukin Bank, The | 22,750 | $10.1M | 0.20% | +492+2.2% | Added |
| Liberty Capital Management, Inc. | 22,688 | $10.1M | 3.33% | −173−0.8% | Reduced |
| Immersion Capital LLP | 22,635 | $10.1M | 2.60% | −49,985−68.8% | Reduced |
| AE Wealth Management LLC | 22,224 | $9.91M | 0.06% | +7,852+54.6% | Added |
| Kentucky Retirement Systems | 22,212 | $9.90M | 0.36% | +35+0.2% | Added |
| Industrial Alliance Investment Management Inc. | 21,892 | $9.76M | 0.27% | −730−3.2% | Reduced |
| Maryland State Retirement & Pension System | 21,817 | $9.73M | 0.22% | +129+0.6% | Added |
| Oregon Public Employees Retirement Fund | 21,790 | $9.71M | 0.12% | +38+0.2% | Added |
| Steel Peak Wealth Management LLC | 21,501 | $9.59M | 0.65% | +5,976+38.5% | Added |
| Elo Mutual Pension Insurance Co | 21,310 | $9.50M | 0.30% | +571+2.8% | Added |
| Arcadia Investment Management Corp | 21,149 | $9.43M | 2.05% | +998+5.0% | Added |
| Coronation Fund Managers Ltd. | 21,068 | $9.39M | 0.25% | −1,324−5.9% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $9.36M | 0.43% | 00.0% | Unchanged |
| Gillson Capital LP | 20,867 | $9.30M | 0.77% | +12,925+162.7% | Added |
| Picton Mahoney Asset Management | 20,865 | $9.30M | 0.47% | +3,766+22.0% | Added |
| Atria Investments LLC | 20,660 | $9.21M | 0.17% | +3,899+23.3% | Added |
| Cetera Advisor Networks LLC | 20,625 | $9.20M | 0.07% | +1,870+10.0% | Added |
| Cohen Klingenstein LLC | 20,600 | $9.18M | 0.43% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 20,591 | $9.18M | 1.32% | −206−1.0% | Reduced |
| Amica Mutual Insurance Co | 20,438 | $9.11M | 1.02% | +2,500+13.9% | Added |
| Thematics Asset Management | 20,193 | $9.00M | 0.49% | +245+1.2% | Added |
| ClariVest Asset Management LLC | 20,176 | $8.99M | 0.40% | −600−2.9% | Reduced |
| Summit Global Investments | 20,101 | $8.96M | 0.69% | +2,182+12.2% | Added |
| Calamos Wealth Management LLC | 19,966 | $8.90M | 0.70% | +3,700+22.7% | Added |
| Ethic Inc. | 19,581 | $8.73M | 0.35% | +4,663+31.3% | Added |
| Bessemer Group Inc | 19,556 | $8.72M | 0.02% | −1,143−5.5% | Reduced |
| XXEC, Inc. | 19,480 | $8.68M | 6.93% | −445−2.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,442 | $8.67M | 1.00% | +512+2.7% | Added |
| Varma Mutual Pension Insurance Co | 19,387 | $8.64M | 0.11% | −30,000−60.7% | Reduced |
| Commerce Bank | 19,357 | $8.63M | 0.07% | −385−2.0% | Reduced |
| GHP Investment Advisors, Inc. | 19,288 | $8.60M | 0.55% | −209−1.1% | Reduced |
| Central Bank & Trust Co | 19,208 | $8.56M | 1.52% | −506−2.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,193 | $8.56M | 0.16% | +1,309+7.3% | Added |
| First Long Island Investors, LLC | 19,100 | $8.52M | 0.87% | 00.0% | Unchanged |
| Advisory Research Inc | 18,972 | $8.46M | 1.39% | −3,065−13.9% | Reduced |
| Sirios Capital Management L P | 18,915 | $8.43M | 1.49% | +13,052+222.6% | Added |
| Sara-Bay Financial | 18,806 | $8.38M | 4.28% | −446−2.3% | Reduced |
| Headinvest, LLC | 18,802 | $8.38M | 1.84% | −137−0.7% | Reduced |
| Madison Asset Management, LLC | 18,651 | $8.32M | 0.13% | +126+0.7% | Added |
| Lido Advisors, LLC | 18,637 | $8.31M | 0.12% | +15,920+585.9% | Added |
| Prudential PLC | 18,606 | $8.30M | 0.10% | +877+4.9% | Added |
| Financial Counselors Inc | 18,396 | $8.20M | 0.18% | −86−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,334 | $8.17M | 0.01% | +89+0.5% | Added |
| Manchester Global Management (UK) Ltd | 18,300 | $8.16M | 2.93% | −3,400−15.7% | Reduced |
| Power Corp of Canada | 18,783 | $8.07M | 0.85% | +9,613+104.8% | Added |
| Tocqueville Asset Management L.P. | 17,945 | $8.00M | 0.15% | −1,556−8.0% | Reduced |
| Citizens Financial Group Inc | 17,929 | $7.99M | 0.29% | −1,056−5.6% | Reduced |
| Copeland Capital Management, LLC | 17,838 | $7.95M | 0.19% | −635−3.4% | Reduced |
| Achmea Investment Management B.V. | 17,696 | $7.89M | 0.23% | +3,520+24.8% | Added |
| Peapack Gladstone Financial Corp | 17,695 | $7.88M | 0.15% | −95−0.5% | Reduced |
| Motco | 17,453 | $7.78M | 0.53% | +756+4.5% | Added |
| Addenda Capital Inc. | 17,411 | $7.76M | 0.32% | +896+5.4% | Added |
| McKinley Carter Wealth Services, Inc. | 17,350 | $7.74M | 0.60% | −223−1.3% | Reduced |
| LGT Group Foundation | 17,255 | $7.69M | 0.22% | −6,292−26.7% | Reduced |
| TD Private Client Wealth LLC | 17,225 | $7.68M | 0.34% | −938−5.2% | Reduced |
| Cresset Asset Management, LLC | 17,067 | $7.61M | 0.15% | +1,182+7.4% | Added |
| Cullinan Associates Inc | 16,936 | $7.55M | 0.44% | −168−1.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 16,903 | $7.54M | 1.00% | −303−1.8% | Reduced |
| Trust Co of Vermont | 16,719 | $7.45M | 0.52% | +318+1.9% | Added |
| Wolverine Trading, LLC | 16,832 | $7.41M | 0.22% | −98,606−85.4% | Reduced |
| Premier Fund Managers Ltd | 16,783 | $7.39M | 0.29% | −34−0.2% | Reduced |
| Boothbay Fund Management, LLC | 16,500 | $7.36M | 0.21% | +3,097+23.1% | Added |
| Hantz Financial Services, Inc. | 16,420 | $7.32M | 0.20% | +205+1.3% | Added |
| Ithaka Group LLC | 16,387 | $7.31M | 1.54% | +16,387 | New |
| Glenmede Trust Co NA | 16,323 | $7.28M | 0.04% | −717−4.2% | Reduced |
| Huntington National Bank | 16,180 | $7.21M | 0.07% | −205−1.3% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $7.13M | 1.09% | −5,000−23.8% | Reduced |
| Crossmark Global Holdings, Inc. | 15,921 | $7.10M | 0.17% | −327−2.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 15,920 | $7.10M | 0.21% | −20,613−56.4% | Reduced |
| Advent International Corp | 15,850 | $7.07M | 0.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 15,757 | $7.02M | 0.36% | +2,974+23.3% | Added |
| JustInvest LLC | 15,753 | $7.02M | 0.24% | +1,681+11.9% | Added |
| Illinois Municipal Retirement Fund | 15,655 | $6.98M | 0.15% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 15,629 | $6.97M | 1.58% | +470+3.1% | Added |
| Profund Advisors LLC | 15,567 | $6.94M | 0.43% | −67−0.4% | Reduced |
| Ieq Capital, LLC | 15,545 | $6.93M | 0.16% | +267+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 15,404 | $6.87M | 0.17% | −782−4.8% | Reduced |
| Pitcairn Co | 15,375 | $6.85M | 0.63% | −467−2.9% | Reduced |
| Advisor Partners II, LLC | 15,282 | $6.81M | 0.38% | −34−0.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 15,250 | $6.80M | 0.37% | −1,936−11.3% | Reduced |
| Unio Capital LLC | 15,199 | $6.78M | 3.63% | −109−0.7% | Reduced |
| Stephens Inc | 15,145 | $6.75M | 0.13% | +1,502+11.0% | Added |
| Chartwell Investment Partners, LLC | 15,117 | $6.74M | 0.26% | +27+0.2% | Added |
| Stonebridge Capital Management Inc | 15,093 | $6.73M | 3.23% | −50.0% | Reduced |
| Sawgrass Asset Management LLC | 15,055 | $6.71M | 0.87% | −388−2.5% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 15,000 | $6.69M | 4.74% | +4,000+36.4% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $6.69M | 1.67% | +15,000 | New |
| Evexia Wealth LLC | 15,401 | $6.65M | 3.58% | +15,401 | New |
| LMCG Investments, LLC | 14,815 | $6.60M | 0.44% | +830+5.9% | Added |
| Fulcrum Capital LLC | 14,660 | $6.54M | 1.76% | +923+6.7% | Added |
| Northwest & Ethical Investments L.P. | 14,637 | $6.53M | 0.22% | +14,637 | New |