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Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in Intuit Inc. as of Jun 30, 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
1,668
+62 vs. Q1 2023
Shares held
235.3M
−266.7K (−0.1%) vs. Q1 2023
Total value
$107.8B
+$2.93B (+2.8%) vs. Q1 2023
New holders
148
692 more added
Sold out
86
566 more reduced

11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,668 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ2 2023: $107.8B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2023.

Institutions holding INTU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Carmichael Hill & Associates, Inc.1$4590.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$4590.00%00.0%Unchanged
AllSquare Wealth Management LLC2$8120.00%00.0%Unchanged
Bank of New Hampshire2$9160.00%+2New
True Wealth Design, LLC2$9170.00%00.0%Unchanged
PEAK6 Investments LLC2$9480.00%−6,690−100.0%Reduced
Hazlett, Burt & Watson, Inc.2$1.00K0.00%+2New
Evolution Advisers, Inc.3$1.00K0.00%+3New
Macroview Investment Management LLC3$1.38K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1.38K0.00%00.0%Unchanged
25 LLC3$1.45K0.00%+1+50.0%Added
Ritter Daniher Financial Advisory LLC4$1.83K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC4$1.83K0.00%00.0%Unchanged
USA Financial Portformulas Corp4$1.83K0.00%00.0%Unchanged
Castleview Partners, LLC4$1.83K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC4$1.83K0.00%+4New
Centerpoint Advisors, LLC3$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.5$2.29K0.00%−2−28.6%Reduced
Dakota Community Bank & Trust NA5$2.29K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2.29K0.00%+5New
Jackson, Grant Investment Advisers, Inc.6$2.75K0.00%−205−97.2%Reduced
PayPay Securities Corp6$2.75K0.17%−3−33.3%Reduced
Glass Jacobson Investment Advisors llc6$2.75K0.00%+6New
Sugarloaf Wealth Management, LLC6$2.75K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC7$3.21K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$3.67K0.00%00.0%Unchanged
Disciplined Investments, LLC9$4.12K0.00%−1−10.0%Reduced
Trifecta Capital Advisors, LLC9$4.12K0.00%00.0%Unchanged
Colonial Trust Advisors9$4.12K0.00%00.0%Unchanged
Gradient Investments LLC9$4.12K0.00%+8+800.0%Added
Globeflex Capital L P9$4.12K0.00%+9New
Berkshire Capital Holdings Inc10$4.58K0.00%00.0%Unchanged
JNBA Financial Advisors10$4.58K0.00%+10New
Independence Bank of Kentucky10$4.58K0.00%+10New
Byrne Asset Management LLC12$5.00K0.00%00.0%Unchanged
Avion Wealth15$5.00K0.00%+13+650.0%Added
Sittner & Nelson, LLC11$5.04K0.00%−34−75.6%Reduced
West Branch Capital LLC11$5.04K0.00%+11New
Sofos Investments, Inc.2,621$5.09K0.02%+25+1.0%Added
Adirondack Trust Co10$5.12K0.00%+6+150.0%Added
Kelly Financial Services LLC12$5.50K0.00%+12New
MCF Advisors LLC12$5.50K0.00%00.0%Unchanged
Emfo, LLC12$5.50K0.00%00.0%Unchanged
TFC Financial Management12$5.50K0.00%+3+33.3%Added
Northwest Investment Counselors, LLC13$5.96K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$5.96K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$5.96K0.00%00.0%Unchanged
PFS Partners, LLC13$5.96K0.00%+13New
Lee Financial Co14$6.42K0.00%00.0%Unchanged
Tfo-TDC, LLC15$6.87K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$7.79K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC17$7.84K0.01%00.0%Unchanged
TSFG, LLC18$8.00K0.00%+6+50.0%Added
Coppell Advisory Solutions LLC18$8.21K0.00%+18New
Column Capital Advisors, LLC19$8.71K0.00%−527−96.5%Reduced
HHM Wealth Advisors, LLC19$8.71K0.00%−37−66.1%Reduced
Providence Capital Advisors, LLC19$8.71K0.00%+19New
Caldwell Sutter Capital, Inc.20$9.16K0.00%+11+122.2%Added
Larson Financial Group LLC21$9.62K0.00%−28−57.1%Reduced
RFP Financial Group LLC21$9.62K0.00%00.0%Unchanged
Retirement Group, LLC21$9.62K0.00%00.0%Unchanged
Nemes Rush Group LLC21$9.68K0.00%+21New
Rise Advisors, LLC22$10.2K0.01%−2−8.3%Reduced
Cedar Wealth Management, LLC24$11.0K0.00%−160−87.0%Reduced
Acima Private Wealth, LLC24$11.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC24$11.0K0.00%+2+9.1%Added
Dividend Assets Capital, LLC24$11.0K0.00%00.0%Unchanged
Safeguard Financial, LLC25$11.0K0.01%+25New
Tucker Asset Management LLC25$11.5K0.00%−26−51.0%Reduced
Wolff Wiese Magana LLC25$11.5K0.01%00.0%Unchanged
Community Bank, N.A.26$11.9K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC26$11.9K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$12.4K0.00%00.0%Unchanged
Aspire Private Capital, LLC27$12.4K0.00%00.0%Unchanged
Archer Investment Corp28$12.8K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC28$12.8K0.01%+28New
Hanson & Doremus Investment Management31$14.0K0.00%00.0%Unchanged
Northwest Capital Management Inc31$14.2K0.01%+31New
Old Point Trust & Financial Services N A32$14.7K0.01%+32New
Front Row Advisors LLC32$15.0K0.01%00.0%Unchanged
HWG Holdings LP33$15.1K0.01%00.0%Unchanged
Coastal Capital Group, Inc.33$15.1K0.00%00.0%Unchanged
Bourgeon Capital Management LLC34$15.6K0.00%00.0%Unchanged
Tyler-Stone Wealth Management34$16.0K0.01%+34New
Creative Financial Designs Inc35$16.0K0.00%+19+118.8%Added
Grayhawk Investment Strategies Inc.36$16.5K0.01%00.0%Unchanged
Solstein Capital, LLC36$16.5K0.01%00.0%Unchanged
Steward Financial Group LLC40$18.0K0.01%+40New
Beacon Capital Management, LLC40$18.3K0.00%+40New
Buck Wealth Strategies, LLC40$18.4K0.01%+32+400.0%Added
Okabena Investment Services Inc41$18.8K0.01%+41New
KB Financial Partners, LLC42$19.0K0.01%−351−89.3%Reduced
Optimum Investment Advisors44$20.2K0.01%00.0%Unchanged
Rational Advisors LLC44$20.2K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC44$20.2K0.00%+44New
Pflug Koory, LLC50$22.9K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$22.9K0.01%00.0%Unchanged
City State Bank50$23.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.51$23.5K0.01%−7−12.1%Reduced
Bollard Group LLC53$24.0K0.00%+30+130.4%Added