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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 4,155 | $1.90M | 0.07% | +2,715+188.5% | Added |
| EA Series Trust | 4,155 | $1.90M | 0.07% | +4,155 | New |
| Cornercap Investment Counsel Inc | 4,170 | $1.91M | 0.33% | +4,170 | New |
| Dakota Wealth Management | 4,174 | $1.91M | 0.09% | +882+26.8% | Added |
| Berger Financial Group, Inc | 4,177 | $1.91M | 0.22% | −29−0.7% | Reduced |
| Freedom Day Solutions, LLC | 4,203 | $1.93M | 0.86% | −36−0.8% | Reduced |
| William Allan, LLC | 4,225 | $1.94M | 1.48% | +3,324+368.9% | Added |
| Aurora Investment Counsel | 4,256 | $1.95M | 1.25% | −42−1.0% | Reduced |
| Cloverfields Capital Group, LP | 4,272 | $1.96M | 0.63% | +225+5.6% | Added |
| Sanders Morris Harris LLC | 4,346 | $1.96M | 0.43% | +4,346 | New |
| Scott & Selber, Inc. | 4,326 | $1.98M | 0.77% | −14−0.3% | Reduced |
| Petredis Investment Advisors LLC | 4,335 | $1.99M | 0.27% | −6−0.1% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $1.99M | 0.39% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,345 | $1.99M | 0.42% | −1,733−28.5% | Reduced |
| Scharf Investments, LLC | 4,356 | $2.00M | 0.06% | +384+9.7% | Added |
| Ninety One SA (PTY) Ltd | 4,358 | $2.00M | 0.49% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,403 | $2.02M | 0.05% | −300−6.4% | Reduced |
| Ironwood Financial, llc | 4,408 | $2.02M | 0.53% | −400−8.3% | Reduced |
| Brasada Capital Management, LP | 4,446 | $2.04M | 0.45% | −59−1.3% | Reduced |
| Hancock Whitney Corp | 4,532 | $2.08M | 0.08% | +34+0.8% | Added |
| Acadian Asset Management LLC | 4,547 | $2.08M | 0.01% | +1,264+38.5% | Added |
| Pinkerton Retirement Specialists, LLC | 4,549 | $2.08M | 0.41% | −61−1.3% | Reduced |
| Welch & Forbes LLC | 4,553 | $2.09M | 0.03% | −10.0% | Reduced |
| Decatur Capital Management, Inc. | 4,607 | $2.11M | 1.44% | −67−1.4% | Reduced |
| Pegasus Partners Ltd. | 4,695 | $2.15M | 0.32% | +107+2.3% | Added |
| Independent Solutions Wealth Management, LLC | 4,708 | $2.16M | 0.58% | −7−0.1% | Reduced |
| Darwin Advisors, LLC | 4,667 | $2.16M | 0.56% | +1,008+27.5% | Added |
| Bleakley Financial Group, LLC | 4,777 | $2.19M | 0.07% | +92+2.0% | Added |
| E Fund Management Co., Ltd. | 4,782 | $2.19M | 0.17% | −750−13.6% | Reduced |
| Edgestream Partners, L.P. | 4,843 | $2.22M | 0.20% | +4,843 | New |
| Palisade Capital Management LLC | 4,850 | $2.22M | 0.06% | −60−1.2% | Reduced |
| Meeder Advisory Services, Inc. | 4,854 | $2.22M | 0.24% | −157−3.1% | Reduced |
| Legacy Advisors, LLC | 4,871 | $2.23M | 0.33% | +32+0.7% | Added |
| Kempen Capital Management N.V. | 4,967 | $2.28M | 0.04% | +387+8.4% | Added |
| Glynn Capital Management LLC | 5,000 | $2.29M | 0.51% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.29M | 0.43% | 00.0% | Unchanged |
| Equitable Trust Co | 5,028 | $2.30M | 0.18% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,034 | $2.31M | 0.23% | +2,005+66.2% | Added |
| Apollon Wealth Management, LLC | 5,035 | $2.31M | 0.11% | +875+21.0% | Added |
| Desjardins Global Asset Management Inc. | 5,048 | $2.31M | 0.27% | +411+8.9% | Added |
| Kornitzer Capital Management Inc | 5,049 | $2.31M | 0.05% | +20.0% | Added |
| Harfst & Associates, Inc. | 5,093 | $2.33M | 0.62% | +197+4.0% | Added |
| Veriti Management LLC | 5,151 | $2.36M | 0.26% | −43−0.8% | Reduced |
| Turim 21 Investimentos Ltda. | 5,153 | $2.36M | 1.20% | +5,153 | New |
| Gotham Asset Management, LLC | 5,170 | $2.37M | 0.05% | +4,196+430.8% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $2.37M | 1.10% | 00.0% | Unchanged |
| PFG Advisors | 5,176 | $2.37M | 0.18% | −18−0.3% | Reduced |
| Telemus Capital, LLC | 5,179 | $2.37M | 0.20% | −383−6.9% | Reduced |
| Sawtooth Solutions, LLC | 5,204 | $2.38M | 0.07% | +8+0.2% | Added |
| CAPROCK Group, Inc. | 5,204 | $2.38M | 0.18% | +247+5.0% | Added |
| First Personal Financial Services | 5,233 | $2.40M | 0.60% | +234+4.7% | Added |
| Linden Thomas Advisory Services, LLC | 5,242 | $2.40M | 0.53% | +277+5.6% | Added |
| Bridges Investment Management Inc | 5,260 | $2.41M | 0.08% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,264 | $2.41M | 0.02% | +82+1.6% | Added |
| Signaturefd, LLC | 5,264 | $2.41M | 0.06% | +341+6.9% | Added |
| MAI Capital Management | 5,303 | $2.43M | 0.04% | −205−3.7% | Reduced |
| Phoenix Holdings Ltd. | 5,374 | $2.45M | 0.05% | +4,863+951.7% | Added |
| Herold Advisors, Inc. | 5,354 | $2.45M | 0.75% | +240+4.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,412 | $2.48M | 0.05% | −6,731−55.4% | Reduced |
| Martin Capital Advisors, LLP | 5,573 | $2.55M | 2.34% | +50+0.9% | Added |
| Roberts Wealth Advisors, LLC | 5,578 | $2.56M | 1.12% | +117+2.1% | Added |
| RVW Wealth, LLC | 5,606 | $2.57M | 0.30% | +30+0.5% | Added |
| Everence Capital Management Inc | 6,130 | $2.57M | 0.21% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 5,624 | $2.58M | 0.78% | −50−0.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,635 | $2.58M | 0.83% | −88−1.5% | Reduced |
| Ostrum Asset Management | 5,656 | $2.59M | 0.22% | −275−4.6% | Reduced |
| S.A. Mason LLC | 5,813 | $2.59M | 1.88% | 00.0% | Unchanged |
| First Bank & Trust | 5,673 | $2.60M | 0.66% | +270+5.0% | Added |
| MV Capital Management, Inc. | 5,679 | $2.60M | 0.35% | +843+17.4% | Added |
| Asset Dedication, LLC | 5,730 | $2.60M | 0.22% | +307+5.7% | Added |
| Intech Investment Management LLC | 5,691 | $2.61M | 0.03% | −855−13.1% | Reduced |
| Wolverine Trading, LLC | 5,803 | $2.65M | 0.04% | −11,029−65.5% | Reduced |
| Wambolt & Associates, LLC | 5,778 | $2.65M | 0.94% | −25−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,820 | $2.65M | 1.34% | −2,110−26.6% | Reduced |
| Cohen Investment Advisors LLC | 5,802 | $2.66M | 2.14% | −448−7.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,820 | $2.67M | 0.17% | +570+10.9% | Added |
| Sompo Asset Management Co., Ltd. | 5,830 | $2.67M | 0.50% | −140−2.3% | Reduced |
| GAM Holding AG | 5,854 | $2.68M | 0.19% | −6−0.1% | Reduced |
| CWM, LLC | 5,912 | $2.71M | 0.02% | +1,371+30.2% | Added |
| Thoroughbred Financial Services, LLC | 5,919 | $2.71M | 0.36% | +204+3.6% | Added |
| Weil Company, Inc. | 5,928 | $2.72M | 1.21% | +184+3.2% | Added |
| Fairbanks Capital Management, Inc. | 5,932 | $2.72M | 2.12% | −350−5.6% | Reduced |
| Old National Bancorp | 6,008 | $2.75M | 0.08% | −105−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,049 | $2.77M | 0.00% | −269−4.3% | Reduced |
| Liberty One Investment Management, LLC | 6,071 | $2.78M | 0.36% | +6,071 | New |
| Bank of Hawaii | 6,091 | $2.79M | 0.15% | −2,568−29.7% | Reduced |
| Highland Capital Management, LLC | 6,095 | $2.79M | 0.18% | +6,095 | New |
| Andra AP-fonden | 6,100 | $2.79M | 0.07% | +6,100 | New |
| Private Capital Advisors, Inc. | 6,150 | $2.82M | 0.46% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 6,221 | $2.85M | 0.56% | +346+5.9% | Added |
| Alps Advisors Inc | 6,260 | $2.87M | 0.02% | −298−4.5% | Reduced |
| Hyman Charles D | 6,266 | $2.87M | 0.18% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,276 | $2.88M | 0.82% | +1,536+32.4% | Added |
| Mitchell Capital Management Co | 6,281 | $2.88M | 0.66% | −73−1.1% | Reduced |
| Cetera Advisors LLC | 6,377 | $2.92M | 0.05% | +1,460+29.7% | Added |
| Simplex Trading, LLC | 6,396 | $2.93M | 0.12% | −52,449−89.1% | Reduced |
| Evoke Wealth, LLC | 6,400 | $2.93M | 0.10% | +15+0.2% | Added |
| Knollwood Investment Advisory, LLC | 6,441 | $2.95M | 0.99% | 00.0% | Unchanged |
| Vestcor Inc | 6,447 | $2.95M | 0.11% | +116+1.8% | Added |
| D.A. Davidson & Co. | 6,543 | $3.00M | 0.03% | +801+13.9% | Added |