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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 5,047 | $2.25M | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 5,028 | $2.24M | 0.18% | −30−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 5,022 | $2.24M | 0.18% | +127+2.6% | Added |
| Meeder Advisory Services, Inc. | 5,011 | $2.23M | 0.26% | +110+2.2% | Added |
| Glynn Capital Management LLC | 5,000 | $2.23M | 0.53% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.23M | 0.43% | 00.0% | Unchanged |
| Carlson Capital L P | 5,000 | $2.23M | 0.21% | +5,000 | New |
| First Personal Financial Services | 4,999 | $2.23M | 0.58% | +342+7.3% | Added |
| Linden Thomas Advisory Services, LLC | 4,965 | $2.21M | 0.55% | +89+1.8% | Added |
| CAPROCK Group, Inc. | 4,957 | $2.21M | 0.17% | +506+11.4% | Added |
| Signaturefd, LLC | 4,923 | $2.19M | 0.06% | +207+4.4% | Added |
| Cetera Advisors LLC | 4,917 | $2.19M | 0.04% | +2,144+77.3% | Added |
| Palisade Capital Management LLC | 4,910 | $2.19M | 0.06% | −520−9.6% | Reduced |
| Harfst & Associates, Inc. | 4,896 | $2.18M | 0.63% | +8+0.2% | Added |
| Stratos Wealth Advisors, LLC | 4,887 | $2.18M | 0.17% | −513−9.5% | Reduced |
| Legacy Advisors, LLC | 4,839 | $2.16M | 0.40% | +959+24.7% | Added |
| Gateway Investment Advisers LLC | 4,838 | $2.16M | 0.03% | −49,269−91.1% | Reduced |
| MV Capital Management, Inc. | 4,836 | $2.16M | 0.30% | +47+1.0% | Added |
| Ironwood Financial, llc | 4,808 | $2.14M | 0.60% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,786 | $2.13M | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,740 | $2.11M | 0.66% | +1,440+43.6% | Added |
| Balyasny Asset Management LLC | 4,730 | $2.11M | 0.01% | −437,977−98.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,715 | $2.10M | 0.62% | +350+8.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,703 | $2.10M | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,685 | $2.09M | 0.07% | +423+9.9% | Added |
| Decatur Capital Management, Inc. | 4,674 | $2.08M | 1.57% | −885−15.9% | Reduced |
| EFG Asset Management (North America) Corp. | 4,659 | $2.08M | 0.46% | −163−3.4% | Reduced |
| Desjardins Global Asset Management Inc. | 4,637 | $2.07M | 0.26% | +698+17.7% | Added |
| Pinkerton Retirement Specialists, LLC | 4,610 | $2.06M | 0.38% | +4,610 | New |
| Outfitter Financial LLC | 4,601 | $2.05M | 1.85% | −154−3.2% | Reduced |
| Pegasus Partners Ltd. | 4,588 | $2.05M | 0.32% | +797+21.0% | Added |
| Kempen Capital Management N.V. | 4,580 | $2.04M | 0.04% | −978−17.6% | Reduced |
| Welch & Forbes LLC | 4,554 | $2.03M | 0.03% | +12+0.3% | Added |
| CWM, LLC | 4,541 | $2.02M | 0.01% | +308+7.3% | Added |
| Allen Investment Management LLC | 4,533 | $2.02M | 0.03% | +4,533 | New |
| Stonnington Group, LLC | 4,560 | $2.01M | 0.52% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 4,505 | $2.01M | 0.45% | −725−13.9% | Reduced |
| Hancock Whitney Corp | 4,498 | $2.00M | 0.08% | +484+12.1% | Added |
| RiverPark Advisors, LLC | 4,464 | $1.99M | 1.33% | −1,666−27.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,460 | $1.99M | 0.15% | +4,460 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,453 | $1.98M | 0.21% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,025 | $1.96M | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,368 | $1.95M | 0.26% | +1,801+70.2% | Added |
| Ninety One SA (PTY) Ltd | 4,358 | $1.94M | 0.49% | −69−1.6% | Reduced |
| Petredis Investment Advisors LLC | 4,341 | $1.94M | 0.30% | +56+1.3% | Added |
| Scott & Selber, Inc. | 4,340 | $1.94M | 0.82% | +5+0.1% | Added |
| Cohen Capital Management, Inc. | 4,340 | $1.93M | 0.39% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,300 | $1.92M | 1.24% | +4,300 | New |
| Aurora Investment Counsel | 4,298 | $1.92M | 1.25% | +4,298 | New |
| Freedom Day Solutions, LLC | 4,239 | $1.89M | 0.89% | −9−0.2% | Reduced |
| Brown Brothers Harriman & Co | 4,213 | $1.88M | 0.02% | +159+3.9% | Added |
| Berger Financial Group, Inc | 4,206 | $1.88M | 0.23% | −122−2.8% | Reduced |
| Boston Trust Walden Corp | 4,203 | $1.87M | 0.02% | −5,199−55.3% | Reduced |
| Paragon Advisors, LLC | 4,183 | $1.86M | 0.63% | +4,183 | New |
| Coldstream Capital Management Inc | 4,175 | $1.86M | 0.06% | +60+1.5% | Added |
| Wealthsource Partners, LLC | 4,163 | $1.86M | 0.13% | −33−0.8% | Reduced |
| Apollon Wealth Management, LLC | 4,160 | $1.85M | 0.11% | −188−4.3% | Reduced |
| Credential Qtrade Securities Inc. | 4,074 | $1.82M | 0.12% | +780+23.7% | Added |
| Mission Wealth Management, LP | 4,069 | $1.81M | 0.08% | −123−2.9% | Reduced |
| Cloverfields Capital Group, LP | 4,047 | $1.80M | 0.54% | +4,047 | New |
| Mirador Capital Partners LP | 4,036 | $1.80M | 0.43% | −576−12.5% | Reduced |
| Ergoteles LLC | 4,032 | $1.80M | 0.07% | +2,150+114.2% | Added |
| National Asset Management, Inc. | 4,029 | $1.80M | 0.05% | −3,780−48.4% | Reduced |
| Novare Capital Management LLC | 4,023 | $1.79M | 0.20% | −110−2.7% | Reduced |
| James Hambro & Partners | 4,015 | $1.79M | 0.13% | −108,381−96.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.78M | 0.53% | 00.0% | Unchanged |
| Scharf Investments, LLC | 3,972 | $1.77M | 0.06% | −46−1.1% | Reduced |
| Snowden Capital Advisors LLC | 3,965 | $1.77M | 0.07% | +1,756+79.5% | Added |
| Evergreen Capital Management LLC | 3,949 | $1.76M | 0.08% | −351−8.2% | Reduced |
| Centiva Capital, LP | 3,948 | $1.76M | 0.10% | +3,912+10,866.7% | Added |
| Conway Capital Management, Inc. | 3,890 | $1.73M | 1.43% | −25−0.6% | Reduced |
| Clean Yield Group | 3,878 | $1.73M | 0.74% | −350−8.3% | Reduced |
| Keeler Thomas Management LLC | 3,856 | $1.72M | 0.81% | −4,081−51.4% | Reduced |
| Stiles Financial Services Inc | 3,846 | $1.71M | 0.92% | −19−0.5% | Reduced |
| Fairfield, Bush & Co. | 3,831 | $1.71M | 0.60% | −625−14.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,832 | $1.71M | 0.09% | −223−5.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,828 | $1.71M | 0.16% | +3,828 | New |
| Inlet Private Wealth, LLC | 3,828 | $1.71M | 0.44% | 00.0% | Unchanged |
| Private Trust Co NA | 3,809 | $1.70M | 0.23% | −340−8.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,832 | $1.69M | 0.10% | +3+0.1% | Added |
| Bridgeway Capital Management, LLC | 3,800 | $1.69M | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,792 | $1.69M | 0.14% | −101−2.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,785 | $1.69M | 0.04% | +192+5.3% | Added |
| Schechter Investment Advisors, LLC | 3,743 | $1.67M | 0.15% | +233+6.6% | Added |
| Harbor Capital Advisors, Inc. | 3,715 | $1.66M | 0.48% | +3,513+1,739.1% | Added |
| Dohj, LLC | 3,712 | $1.65M | 0.84% | −59−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,700 | $1.65M | 0.05% | +335+10.0% | Added |
| Willow Creek Wealth Management Inc. | 3,693 | $1.65M | 0.25% | 00.0% | Unchanged |
| Consolidated Press International Holdings Ltd | 3,692 | $1.65M | 0.79% | +3,692 | New |
| Mount Yale Investment Advisors, LLC | 3,624 | $1.62M | 0.18% | +1,384+61.8% | Added |
| Darwin Advisors, LLC | 3,659 | $1.61M | 0.44% | −43−1.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.60M | 0.19% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,583 | $1.60M | 0.06% | −15−0.4% | Reduced |
| Eagle Asset Management Inc | 3,498 | $1.56M | 0.01% | +620+21.5% | Added |
| Archford Capital Strategies, LLC | 3,543 | $1.56M | 0.32% | +247+7.5% | Added |
| Lincoln National Corp | 3,465 | $1.54M | 0.03% | +467+15.6% | Added |
| Jacobi Capital Management LLC | 3,445 | $1.54M | 0.18% | +6+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,435 | $1.53M | 0.13% | +249+7.8% | Added |
| Charles Carroll Financial Partners, LLC | 3,432 | $1.53M | 2.34% | +75+2.2% | Added |
| Headlands Technologies LLC | 3,422 | $1.53M | 1.01% | +1,577+85.5% | Added |