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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 3,407 | $1.52M | 0.31% | +304+9.8% | Added |
| Roundview Capital LLC | 3,389 | $1.51M | 0.16% | +470+16.1% | Added |
| Eads & Heald Wealth Management | 3,362 | $1.50M | 0.74% | −57−1.7% | Reduced |
| Boit C F David | 3,350 | $1.49M | 1.02% | +500+17.5% | Added |
| Cigna Investments Inc | 3,340 | $1.49M | 0.30% | −71−2.1% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.47M | 0.38% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,292 | $1.47M | 0.10% | −94−2.8% | Reduced |
| Acadian Asset Management LLC | 3,283 | $1.46M | 0.01% | −1,547−32.0% | Reduced |
| Advisor OS, LLC | 3,269 | $1.46M | 0.35% | +32+1.0% | Added |
| WT Wealth Management | 3,261 | $1.45M | 0.63% | −203−5.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,726 | $1.45M | 0.03% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,248 | $1.45M | 0.13% | +2+0.1% | Added |
| Insight Holdings Group, LLC | 3,200 | $1.43M | 0.03% | −14,100−81.5% | Reduced |
| Vident Investment Advisory, LLC | 3,199 | $1.43M | 0.05% | −110−3.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,197 | $1.43M | 0.41% | −221−6.5% | Reduced |
| Cutler Group LP | 3,194 | $1.42M | 0.22% | +1,394+77.4% | Added |
| Trust Asset Management LLC | 3,178 | $1.42M | 0.16% | −23−0.7% | Reduced |
| Panagora Asset Management Inc | 3,176 | $1.42M | 0.01% | −947−23.0% | Reduced |
| Altrafin AG | 3,175 | $1.42M | 0.70% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,166 | $1.41M | 0.03% | +982+45.0% | Added |
| RB Capital Management, LLC | 3,155 | $1.41M | 0.46% | +129+4.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.40M | 0.11% | −124−3.7% | Reduced |
| REDW Wealth LLC | 3,143 | $1.40M | 0.45% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,139 | $1.40M | 0.12% | +883+39.1% | Added |
| HB Wealth Management, LLC | 3,132 | $1.40M | 0.02% | +183+6.2% | Added |
| STF Management LP | 3,128 | $1.39M | 0.94% | +1,255+67.0% | Added |
| Security Asset Management | 3,096 | $1.38M | 0.81% | −1,480−32.3% | Reduced |
| Vista Wealth Management Group, LLC | 3,076 | $1.37M | 0.15% | −85−2.7% | Reduced |
| Hampton Road Capital Management LP | 3,064 | $1.37M | 0.41% | −28,906−90.4% | Reduced |
| DF Dent & Co Inc | 3,054 | $1.36M | 0.02% | +762+33.2% | Added |
| Pinnbrook Capital Management LP | 3,033 | $1.35M | 0.79% | +1,482+95.6% | Added |
| Clear Harbor Asset Management, LLC | 3,029 | $1.35M | 0.14% | +3,029 | New |
| Merit Financial Group, LLC | 3,020 | $1.35M | 0.05% | +167+5.9% | Added |
| Signature Wealth Management Group | 3,015 | $1.34M | 0.64% | −826−21.5% | Reduced |
| Venturi Wealth Management, LLC | 2,993 | $1.33M | 0.11% | −169−5.3% | Reduced |
| Riverpark Capital Management LLC | 2,971 | $1.32M | 2.66% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,934 | $1.31M | 0.14% | +6+0.2% | Added |
| Moody National Bank Trust Division | 2,920 | $1.30M | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,909 | $1.30M | 0.02% | +159+5.8% | Added |
| Ropes Wealth Advisors LLC | 2,871 | $1.28M | 0.23% | −38−1.3% | Reduced |
| Elmwood Wealth Management, Inc. | 2,862 | $1.28M | 0.60% | −132−4.4% | Reduced |
| Natixis | 2,859 | $1.27M | 0.01% | −37,435−92.9% | Reduced |
| Virtu Financial LLC | 2,859 | $1.27M | 0.14% | +2,859 | New |
| Roberts Glore & Co Inc | 2,854 | $1.27M | 0.43% | −50−1.7% | Reduced |
| Twin Capital Management Inc | 2,826 | $1.26M | 0.17% | −166−5.5% | Reduced |
| Y.D. More Investments Ltd | 2,818 | $1.26M | 0.31% | −150−5.1% | Reduced |
| Wedbush Securities Inc | 2,812 | $1.25M | 0.06% | −522−15.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,791 | $1.24M | 1.35% | −19−0.7% | Reduced |
| Silicon Valley Capital Partners | 2,778 | $1.24M | 0.26% | +5+0.2% | Added |
| Harvest Fund Management Co., Ltd | 2,761 | $1.23M | 0.27% | +645+30.5% | Added |
| Vetamer Capital Management, L.P. | 2,753 | $1.23M | 1.69% | −1,312−32.3% | Reduced |
| Ritholtz Wealth Management | 2,743 | $1.22M | 0.06% | +627+29.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.21M | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,712 | $1.21M | 0.07% | +1,369+101.9% | Added |
| Cascade Investment Group, Inc. | 2,688 | $1.20M | 1.18% | +5+0.2% | Added |
| Abacus Planning Group, Inc. | 2,682 | $1.20M | 0.31% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 2,674 | $1.19M | 0.01% | +115+4.5% | Added |
| Prescott Group Capital Management, L.L.C. | 2,649 | $1.18M | 0.28% | +2,649 | New |
| FSM Wealth Advisors, LLC | 2,631 | $1.17M | 0.68% | +13+0.5% | Added |
| Citizens National Bank Trust Department | 2,627 | $1.17M | 0.33% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,623 | $1.17M | 0.84% | +164+6.7% | Added |
| Quadrant Capital Group LLC | 2,615 | $1.17M | 0.12% | +81+3.2% | Added |
| Checchi Capital Advisers, LLC | 2,590 | $1.15M | 0.11% | −88−3.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,585 | $1.15M | 0.58% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,609 | $1.15M | 0.18% | +128+5.2% | Added |
| BancorpSouth Bank | 2,547 | $1.14M | 0.10% | +99+4.0% | Added |
| Sound View Wealth Advisors Group, LLC | 2,534 | $1.13M | 0.16% | −568−18.3% | Reduced |
| Avestar Capital, LLC | 2,527 | $1.13M | 0.23% | +1,468+138.6% | Added |
| Ramiah Investment Group | 2,523 | $1.12M | 1.02% | +540+27.2% | Added |
| Hilltop Holdings Inc. | 2,520 | $1.12M | 0.15% | +14+0.6% | Added |
| Capital Asset Advisory Services LLC | 2,502 | $1.12M | 0.08% | +282+12.7% | Added |
| Amica Retiree Medical Trust | 2,465 | $1.10M | 1.16% | +315+14.7% | Added |
| Peak Asset Management, LLC | 2,449 | $1.09M | 0.27% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,439 | $1.09M | 0.08% | +923+60.9% | Added |
| Davidson Capital Management Inc. | 2,424 | $1.08M | 0.66% | +643+36.1% | Added |
| Sonnipe Ltd | 2,421 | $1.08M | 0.17% | +266+12.3% | Added |
| Nicolet Bankshares Inc | 2,417 | $1.08M | 0.35% | −5−0.2% | Reduced |
| Knowledge Leaders Capital, LLC | 2,406 | $1.07M | 1.42% | −72−2.9% | Reduced |
| Value Partners Investments Inc. | 2,409 | $1.07M | 0.09% | +100+4.3% | Added |
| Community Capital Management, Inc. | 2,400 | $1.07M | 1.41% | +1,000+71.4% | Added |
| Weatherly Asset Management L. P. | 2,390 | $1.07M | 0.14% | −140−5.5% | Reduced |
| First Citizens Bank & Trust Co | 2,390 | $1.07M | 0.02% | −6,209−72.2% | Reduced |
| ICONIQ Capital, LLC | 2,376 | $1.06M | 0.02% | +4+0.2% | Added |
| Old Port Advisors | 2,409 | $1.05M | 0.38% | −85−3.4% | Reduced |
| ABN AMRO Bank N.V. | 2,346 | $1.05M | 0.02% | +2,346 | New |
| Stansberry Asset Management, LLC | 2,348 | $1.05M | 0.20% | +214+10.0% | Added |
| Caxton Associates LP | 2,342 | $1.04M | 0.17% | +1,753+297.6% | Added |
| Cannell Peter B & Co Inc | 2,327 | $1.04M | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,323 | $1.04M | 0.14% | +114+5.2% | Added |
| InterOcean Capital Group, LLC | 2,323 | $1.04M | 0.03% | −237−9.3% | Reduced |
| AtonRa Partners | 2,312 | $1.03M | 1.50% | −757−24.7% | Reduced |
| Benjamin Edwards Inc | 2,266 | $1.01M | 0.25% | +176+8.4% | Added |
| Engineers Gate Manager LP | 2,250 | $1.00M | 0.04% | +2,250 | New |
| Y-Intercept (Hong Kong) Ltd | 2,243 | $1.00M | 0.12% | −2,395−51.6% | Reduced |
| Banco Santander, S.A. | 2,234 | $996.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,234 | $995.9K | 0.04% | −194−8.0% | Reduced |
| Jag Capital Management, LLC | 2,232 | $995.1K | 0.13% | +70+3.2% | Added |
| Wade G W & Inc | 2,229 | $994.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,215 | $987.5K | 0.16% | −47−2.1% | Reduced |
| Garner Asset Management Corp | 2,193 | $978.0K | 0.46% | +30+1.4% | Added |