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 |
|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 8,233 | $3.67M | 1.12% | +1,182+16.8% | Added |
| Trivant Custom Portfolio Group, LLC | 8,193 | $3.65M | 2.61% | +8,193 | New |
| Iyo Bank, Ltd. | 8,183 | $3.65M | 2.14% | 00.0% | Unchanged |
| Carmignac Gestion | 8,198 | $3.64M | 0.06% | −7,799−48.8% | Reduced |
| Chesley Taft & Associates LLC | 8,065 | $3.60M | 0.24% | +280+3.6% | Added |
| Parsons Capital Management Inc | 8,063 | $3.59M | 0.29% | −391−4.6% | Reduced |
| JB Capital LLC | 8,030 | $3.58M | 0.33% | +705+9.6% | Added |
| Spire Wealth Management | 8,003 | $3.57M | 0.14% | +6,815+573.7% | Added |
| Papp L Roy & Associates | 7,976 | $3.56M | 0.48% | −194−2.4% | Reduced |
| Change Path, LLC | 7,969 | $3.55M | 0.18% | +1,784+28.8% | Added |
| Nordwand Advisors, LLC | 7,901 | $3.52M | 0.57% | −12,013−60.3% | Reduced |
| First Nebraska Trust Co | 7,856 | $3.50M | 0.44% | +250+3.3% | Added |
| Empower Advisory Group, LLC | 7,927 | $3.49M | 0.02% | +7,927 | New |
| Assenagon Asset Management S.A. | 7,825 | $3.49M | 0.01% | −4,274−35.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,930 | $3.46M | 1.44% | +580+7.9% | Added |
| Empirical Finance, LLC | 7,677 | $3.42M | 0.32% | +385+5.3% | Added |
| Monograph Wealth Advisors, LLC | 7,611 | $3.39M | 0.80% | +2,295+43.2% | Added |
| Strategic Wealth Partners, Ltd. | 7,590 | $3.38M | 0.52% | +544+7.7% | Added |
| Penobscot Investment Management Company, Inc. | 7,572 | $3.38M | 0.59% | −8−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,555 | $3.37M | 0.81% | −338−4.3% | Reduced |
| Cypress Capital Group | 7,543 | $3.36M | 0.52% | −4,143−35.5% | Reduced |
| Flputnam Investment Management Co | 7,424 | $3.31M | 0.11% | +628+9.2% | Added |
| Howe & Rusling Inc | 7,419 | $3.31M | 0.39% | +7,419 | New |
| Ocean Capital Management, LLC | 7,413 | $3.30M | 1.67% | −124−1.6% | Reduced |
| Canal Capital Management, LLC | 7,407 | $3.30M | 0.73% | −172−2.3% | Reduced |
| City Holding Co | 7,383 | $3.29M | 0.59% | +25+0.3% | Added |
| Fiera Capital Corp | 7,373 | $3.29M | 0.01% | −1,323−15.2% | Reduced |
| Covenant Asset Management, LLC | 7,322 | $3.26M | 1.06% | +7+0.1% | Added |
| Silvercrest Asset Management Group LLC | 7,313 | $3.26M | 0.02% | +504+7.4% | Added |
| Dynamic Advisor Solutions LLC | 7,273 | $3.24M | 0.19% | +2,386+48.8% | Added |
| CIBC World Markets Inc. | 7,167 | $3.19M | 0.01% | +3,209+81.1% | Added |
| Veritable, L.P. | 7,150 | $3.19M | 0.05% | +490+7.4% | Added |
| Tudor Investment Corp Et Al | 7,068 | $3.15M | 0.06% | −2,830−28.6% | Reduced |
| Advisors Asset Management, Inc. | 7,036 | $3.14M | 0.06% | +2,187+45.1% | Added |
| First Foundation Advisors | 6,994 | $3.12M | 0.14% | +622+9.8% | Added |
| Silphium Asset Management Ltd | 6,959 | $3.10M | 2.62% | +6,959 | New |
| Gamco Investors, Inc. Et Al | 6,912 | $3.08M | 0.03% | −42−0.6% | Reduced |
| Stonegate Investment Group, LLC | 6,847 | $3.05M | 0.11% | +1,194+21.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,703 | $2.99M | 0.05% | +181+2.8% | Added |
| PEAK6 Investments LLC | 6,692 | $2.98M | 0.19% | +6,690+334,500.0% | Added |
| Madison Wealth Management | 6,682 | $2.98M | 0.64% | +29+0.4% | Added |
| Legacy Trust | 6,587 | $2.94M | 0.87% | +261+4.1% | Added |
| Alps Advisors Inc | 6,558 | $2.92M | 0.03% | +108+1.7% | Added |
| Intech Investment Management LLC | 6,546 | $2.92M | 0.02% | −413−5.9% | Reduced |
| Kestra Advisory Services, LLC | 6,533 | $2.91M | 0.03% | −6,421−49.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,508 | $2.90M | 0.09% | −1,631−20.0% | Reduced |
| Knollwood Investment Advisory, LLC | 6,441 | $2.87M | 0.99% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,424 | $2.86M | 0.08% | −707−9.9% | Reduced |
| Evoke Wealth, LLC | 6,385 | $2.85M | 0.10% | +30+0.5% | Added |
| Guardian Capital LP | 6,380 | $2.84M | 0.09% | +3,960+163.6% | Added |
| Mitchell Capital Management Co | 6,354 | $2.83M | 0.70% | +153+2.5% | Added |
| Private Advisor Group, LLC | 6,342 | $2.83M | 0.03% | −1,365−17.7% | Reduced |
| Vestcor Inc | 6,331 | $2.82M | 0.10% | −26−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,318 | $2.82M | 0.00% | +2,515+66.1% | Added |
| Fairbanks Capital Management, Inc. | 6,282 | $2.80M | 2.23% | +500+8.6% | Added |
| Hyman Charles D | 6,266 | $2.79M | 0.19% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,250 | $2.79M | 2.20% | −96−1.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 6,212 | $2.77M | 0.41% | +4,802+340.6% | Added |
| Private Capital Advisors, Inc. | 6,150 | $2.74M | 0.52% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,130 | $2.73M | 0.22% | 00.0% | Unchanged |
| Old National Bancorp | 6,113 | $2.73M | 0.08% | +676+12.4% | Added |
| Alberta Investment Management Corp | 6,100 | $2.72M | 0.03% | +6,100 | New |
| Biltmore Family Office, LLC | 6,078 | $2.71M | 0.57% | −3,925−39.2% | Reduced |
| Fiduciary Trust Co | 6,074 | $2.71M | 0.05% | +1,289+26.9% | Added |
| Andar Capital Management HK Ltd | 6,000 | $2.67M | 5.03% | −5,000−45.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,970 | $2.66M | 0.56% | +770+14.8% | Added |
| Ostrum Asset Management | 5,931 | $2.64M | 0.23% | +5,931 | New |
| Handelsinvest Investeringsforvaltning | 5,875 | $2.62M | 0.42% | +1,151+24.4% | Added |
| EP Wealth Advisors, LLC | 80,111 | $2.62M | 0.05% | +76,709+2,254.8% | Added |
| Atria Wealth Solutions, Inc. | 5,862 | $2.61M | 0.04% | +474+8.8% | Added |
| GAM Holding AG | 5,860 | $2.61M | 0.18% | +77+1.3% | Added |
| S.A. Mason LLC | 5,813 | $2.59M | 1.88% | −29−0.5% | Reduced |
| Weil Company, Inc. | 5,744 | $2.56M | 1.16% | +13+0.2% | Added |
| D.A. Davidson & Co. | 5,742 | $2.56M | 0.03% | +1,246+27.7% | Added |
| Wambolt & Associates, LLC | 5,803 | $2.56M | 0.91% | +20.0% | Added |
| D. E. Shaw & Co., Inc. | 5,735 | $2.56M | 0.00% | −46,467−89.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,723 | $2.55M | 0.87% | −250−4.2% | Reduced |
| Thoroughbred Financial Services, LLC | 5,715 | $2.55M | 0.38% | −169−2.9% | Reduced |
| Walleye Capital LLC | 5,698 | $2.54M | 0.05% | +5,698 | New |
| Compass Wealth Management LLC | 5,674 | $2.53M | 0.80% | −5−0.1% | Reduced |
| Polar Asset Management Partners Inc. | 5,658 | $2.52M | 0.04% | +5,658 | New |
| Toroso Investments, LLC | 5,646 | $2.52M | 0.08% | +922+19.5% | Added |
| Alyeska Investment Group, L.P. | 5,631 | $2.51M | 0.02% | −5,630−50.0% | Reduced |
| RVW Wealth, LLC | 5,576 | $2.49M | 0.31% | −3−0.1% | Reduced |
| Telemus Capital, LLC | 5,562 | $2.48M | 0.22% | +28+0.5% | Added |
| E Fund Management Co., Ltd. | 5,532 | $2.47M | 0.18% | +45+0.8% | Added |
| Martin Capital Advisors, LLP | 5,523 | $2.46M | 2.54% | +25+0.5% | Added |
| MAI Capital Management | 5,508 | $2.46M | 0.04% | +238+4.5% | Added |
| First Bank & Trust | 5,403 | $2.41M | 0.64% | +691+14.7% | Added |
| Asset Dedication, LLC | 5,423 | $2.41M | 0.22% | +1,004+22.7% | Added |
| Roberts Wealth Advisors, LLC | 5,461 | $2.40M | 1.10% | +79+1.5% | Added |
| Quantinno Capital Management LP | 5,316 | $2.37M | 0.16% | +597+12.7% | Added |
| Bridges Investment Management Inc | 5,260 | $2.35M | 0.08% | +451+9.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,250 | $2.34M | 0.16% | +671+14.7% | Added |
| Sawtooth Solutions, LLC | 5,196 | $2.32M | 0.06% | +3,161+155.3% | Added |
| PFG Advisors | 5,194 | $2.32M | 0.19% | −30−0.6% | Reduced |
| Veriti Management LLC | 5,194 | $2.32M | 0.27% | −113−2.1% | Reduced |
| Scotia Capital Inc. | 5,182 | $2.31M | 0.02% | +1,218+30.7% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $2.31M | 1.11% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,114 | $2.28M | 0.79% | −6−0.1% | Reduced |