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 |
|---|---|---|---|---|---|
| American Money Management, LLC | 14,530 | $6.48M | 1.72% | −155−1.1% | Reduced |
| Credit Agricole S A | 14,498 | $6.46M | 0.28% | +5,981+70.2% | Added |
| TD Waterhouse Canada Inc. | 13,300 | $6.39M | 0.07% | +5,776+76.8% | Added |
| Whittier Trust Co of Nevada Inc | 14,205 | $6.33M | 0.23% | +299+2.2% | Added |
| Susquehanna Fundamental Investments, LLC | 14,139 | $6.30M | 0.15% | −16,350−53.6% | Reduced |
| Donaldson Capital Management, LLC | 14,075 | $6.28M | 0.30% | −539−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 13,999 | $6.24M | 0.08% | +873+6.7% | Added |
| Montag A & Associates Inc | 13,903 | $6.20M | 0.41% | −250−1.8% | Reduced |
| Meeder Asset Management Inc | 13,845 | $6.17M | 0.49% | −290−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,818 | $6.16M | 0.56% | −84−0.6% | Reduced |
| Thrivent Financial for Lutherans | 13,768 | $6.13M | 0.01% | −12,214−47.0% | Reduced |
| Oppenheimer & Co Inc | 13,740 | $6.13M | 0.13% | −864−5.9% | Reduced |
| Bailard, Inc. | 13,694 | $6.11M | 0.22% | −82−0.6% | Reduced |
| Kingfisher Capital LLC | 13,646 | $6.08M | 1.60% | +7+0.1% | Added |
| Cyrus J. Lawrence, LLC | 13,507 | $6.02M | 1.75% | +56+0.4% | Added |
| Resonate Capital, LLC | 13,501 | $6.02M | 9.75% | +1,397+11.5% | Added |
| First Western Trust Bank | 13,501 | $6.02M | 0.31% | +293+2.2% | Added |
| Tenere Capital LLC | 13,420 | $5.98M | 3.13% | −7,193−34.9% | Reduced |
| Eagle Capital Management, LLC | 13,385 | $5.97M | 3.90% | −92−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,349 | $5.95M | 0.03% | −568−4.1% | Reduced |
| GWM Advisors LLC | 13,340 | $5.95M | 0.07% | +816+6.5% | Added |
| SYSTM Wealth Solutions LLC | 13,333 | $5.94M | 0.91% | −873−6.1% | Reduced |
| Metis Global Partners, LLC | 13,207 | $5.89M | 0.38% | +2,687+25.5% | Added |
| New Mexico Educational Retirement Board | 13,078 | $5.83M | 0.29% | −400−3.0% | Reduced |
| Oak Ridge Investments LLC | 13,046 | $5.82M | 0.79% | −51−0.4% | Reduced |
| Banque Cantonale Vaudoise | 12,725 | $5.67M | 0.28% | −1,465−10.3% | Reduced |
| Jacobs & Co | 12,613 | $5.62M | 0.69% | +1,432+12.8% | Added |
| Metropolitan Life Insurance Co | 12,566 | $5.60M | 0.29% | −3,387−21.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,373 | $5.52M | 0.24% | +628+5.3% | Added |
| Marietta Wealth Management, LLC | 12,262 | $5.47M | 1.16% | +17+0.1% | Added |
| First Hawaiian Bank | 12,256 | $5.46M | 0.19% | +623+5.4% | Added |
| Conning Inc. | 12,185 | $5.43M | 0.18% | +181+1.5% | Added |
| American National Bank | 12,161 | $5.42M | 1.00% | −1,281−9.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,143 | $5.41M | 0.22% | +11,230+1,230.0% | Added |
| M. Kulyk & Associates, LLC | 12,141 | $5.41M | 1.64% | +526+4.5% | Added |
| Guinness Atkinson Asset Management Inc | 12,125 | $5.41M | 3.05% | −257−2.1% | Reduced |
| CWA Asset Management Group, LLC | 12,099 | $5.39M | 0.40% | +915+8.2% | Added |
| BTC Capital Management, Inc. | 12,101 | $5.39M | 0.62% | −15−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,942 | $5.32M | 0.08% | +1,084+10.0% | Added |
| Account Management LLC | 11,884 | $5.30M | 6.78% | −700−5.6% | Reduced |
| E. Ohman J:or Asset Management AB | 11,884 | $5.30M | 0.21% | +400+3.5% | Added |
| Lindbrook Capital, LLC | 11,757 | $5.24M | 0.61% | +641+5.8% | Added |
| Bluegrass Capital Partners LP | 11,500 | $5.13M | 5.69% | −7,500−39.5% | Reduced |
| Advisory Services Network, LLC | 11,441 | $5.10M | 0.14% | −284−2.4% | Reduced |
| HM Payson & Co | 11,262 | $5.02M | 0.12% | +169+1.5% | Added |
| Mercer Global Advisors Inc | 11,252 | $5.02M | 0.02% | −9,350−45.4% | Reduced |
| Trust Co of Virginia | 11,198 | $4.99M | 0.55% | −46−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 11,193 | $4.99M | 0.52% | −32−0.3% | Reduced |
| Two Point Capital Management, Inc. | 10,806 | $4.82M | 2.84% | −56−0.5% | Reduced |
| Logan Capital Management Inc | 10,745 | $4.79M | 0.23% | −43−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,595 | $4.72M | 0.38% | +93+0.9% | Added |
| Kinneret Advisory, LLC | 10,574 | $4.71M | 0.61% | −568−5.1% | Reduced |
| Redmond Asset Management, LLC | 10,551 | $4.70M | 1.63% | −271−2.5% | Reduced |
| Dock Street Asset Management Inc | 10,359 | $4.62M | 0.90% | +657+6.8% | Added |
| Carderock Capital Management Inc | 10,330 | $4.61M | 1.61% | +3,562+52.6% | Added |
| Bamco Inc | 10,216 | $4.55M | 0.01% | −400−3.8% | Reduced |
| Freemont Management S.A. | 10,200 | $4.55M | 0.67% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 8,485 | $4.52M | 0.07% | −5,153−37.8% | Reduced |
| Greenleaf Trust | 10,118 | $4.51M | 0.05% | −37−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,996 | $4.46M | 0.37% | −113−1.1% | Reduced |
| Harvest Volatility Management LLC | 10,077 | $4.43M | 0.89% | −1,790−15.1% | Reduced |
| Wetherby Asset Management Inc | 9,893 | $4.41M | 0.26% | +20.0% | Added |
| Cetera Investment Advisers | 9,866 | $4.40M | 0.04% | +520+5.6% | Added |
| Kenfarb & Co. | 9,707 | $4.33M | 3.87% | −270−2.7% | Reduced |
| Raymond James Trust N.A. | 9,669 | $4.31M | 0.14% | +767+8.6% | Added |
| Central Trust Co | 9,640 | $4.30M | 0.13% | +76+0.8% | Added |
| Massmutual Trust Co FSB | 9,548 | $4.26M | 0.16% | +315+3.4% | Added |
| Broadleaf Partners, LLC | 9,488 | $4.23M | 1.51% | +179+1.9% | Added |
| Ameritas Investment Partners, Inc. | 9,451 | $4.21M | 0.17% | +38+0.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,375 | $4.18M | 2.95% | −135−1.4% | Reduced |
| AXS Investments LLC | 9,356 | $4.17M | 1.38% | −743−7.4% | Reduced |
| Penserra Capital Management LLC | 9,353 | $4.17M | 0.09% | +7,916+550.9% | Added |
| NWK Group, Inc. | 9,303 | $4.15M | 2.69% | −40−0.4% | Reduced |
| Mastrapasqua Asset Management Inc | 9,173 | $4.09M | 0.50% | −49−0.5% | Reduced |
| Ellsworth Advisors, LLC | 9,125 | $4.07M | 1.43% | +9,125 | New |
| Bouvel Investment Partners, LLC | 9,117 | $4.06M | 2.37% | −27−0.3% | Reduced |
| Legal Advantage Investments, Inc. | 9,102 | $4.06M | 2.98% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 9,050 | $4.03M | 0.55% | −61−0.7% | Reduced |
| Beacon Investment Advisors LLC | 9,032 | $4.03M | 2.94% | +9+0.1% | Added |
| Vinva Investment Management Ltd | 9,139 | $4.02M | 0.34% | +9,139 | New |
| Synovus Financial Corp | 9,013 | $4.02M | 0.05% | +591+7.0% | Added |
| Boston Financial Mangement LLC | 8,950 | $3.99M | 0.16% | +90+1.0% | Added |
| NewEdge Wealth, LLC | 8,887 | $3.96M | 0.15% | +1,192+15.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,831 | $3.94M | 0.10% | −30.0% | Reduced |
| Essex Investment Management Co LLC | 8,791 | $3.92M | 0.57% | −4,004−31.3% | Reduced |
| Harbour Capital Advisors, LLC | 8,759 | $3.91M | 1.18% | +11+0.1% | Added |
| Watchman Group, Inc. | 8,758 | $3.90M | 2.04% | +151+1.8% | Added |
| Duncker Streett & Co Inc | 8,741 | $3.90M | 0.93% | +82+0.9% | Added |
| Karani Asset Management LLC | 8,675 | $3.87M | 4.10% | +7+0.1% | Added |
| Twin Tree Management, LP | 8,666 | $3.86M | 0.11% | −30,362−77.8% | Reduced |
| HBW Advisory Services LLC | 8,663 | $3.86M | 0.96% | −855−9.0% | Reduced |
| Bank of Hawaii | 8,659 | $3.86M | 0.22% | −14−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,598 | $3.83M | 0.24% | −373−4.2% | Reduced |
| TownSquare Capital, LLC | 8,591 | $3.83M | 0.08% | +1,414+19.7% | Added |
| Beacon Pointe Advisors, LLC | 8,541 | $3.81M | 0.06% | +1,617+23.4% | Added |
| Independent Advisor Alliance | 8,518 | $3.80M | 0.18% | +8,518 | New |
| WBI Investments | 8,433 | $3.76M | 0.75% | +8,433 | New |
| HighTower Trust Services, LTA | 9,539 | $3.75M | 0.37% | −3,529−27.0% | Reduced |
| Impax Asset Management Group plc | 8,315 | $3.71M | 0.02% | −450−5.1% | Reduced |
| Sumitomo Life Insurance Co | 8,237 | $3.67M | 0.31% | −48−0.6% | Reduced |