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 |
|---|---|---|---|---|---|
| Legacy Trust | 6,593 | $3.02M | 0.83% | +6+0.1% | Added |
| Motley Fool Asset Management LLC | 6,599 | $3.02M | 0.27% | +6,599 | New |
| Steward Partners Investment Advisory, LLC | 6,601 | $3.02M | 0.05% | −102−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 6,608 | $3.03M | 0.04% | +746+12.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,633 | $3.04M | 0.32% | +2,180+49.0% | Added |
| Fiera Capital Corp | 6,640 | $3.04M | 0.01% | −733−9.9% | Reduced |
| Alberta Investment Management Corp | 6,700 | $3.07M | 0.03% | +600+9.8% | Added |
| Sirios Capital Management L P | 6,705 | $3.07M | 0.53% | −12,210−64.6% | Reduced |
| Axxcess Wealth Management, LLC | 6,748 | $3.09M | 0.22% | +1,726+34.4% | Added |
| Maytus Capital Management, LLC | 6,750 | $3.09M | 1.52% | +6,750 | New |
| Madison Wealth Management | 6,753 | $3.09M | 0.63% | +71+1.1% | Added |
| Beacon Pointe Advisors, LLC | 6,781 | $3.11M | 0.05% | −1,760−20.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,818 | $3.12M | 0.39% | +2,990+78.1% | Added |
| Parallax Volatility Advisers, L.P. | 6,832 | $3.13M | 0.11% | −43,527−86.4% | Reduced |
| Empower Advisory Group, LLC | 6,844 | $3.14M | 0.01% | −1,083−13.7% | Reduced |
| Compagnie Lombard Odier SCmA | 6,900 | $3.16M | 0.09% | +4,820+231.7% | Added |
| Gamco Investors, Inc. Et Al | 6,903 | $3.16M | 0.03% | −9−0.1% | Reduced |
| First Foundation Advisors | 6,911 | $3.17M | 0.14% | −83−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,926 | $3.17M | 0.08% | +2,140+44.7% | Added |
| EFG Asset Management (Americas) Corp. | 7,184 | $3.29M | 0.76% | −371−4.9% | Reduced |
| Efg Capital International Corp. | 7,184 | $3.29M | 0.76% | +7,184 | New |
| Veritable, L.P. | 7,196 | $3.30M | 0.05% | +46+0.6% | Added |
| Ergoteles LLC | 7,228 | $3.31M | 0.16% | +3,196+79.3% | Added |
| Ocean Capital Management, LLC | 7,236 | $3.32M | 1.49% | −177−2.4% | Reduced |
| Stonegate Investment Group, LLC | 7,345 | $3.37M | 0.12% | +498+7.3% | Added |
| Toroso Investments, LLC | 7,378 | $3.38M | 0.10% | +1,732+30.7% | Added |
| Canal Capital Management, LLC | 7,381 | $3.38M | 0.68% | −26−0.4% | Reduced |
| Nordwand Advisors, LLC | 7,394 | $3.39M | 0.58% | −507−6.4% | Reduced |
| City Holding Co | 7,453 | $3.41M | 0.59% | +70+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 7,480 | $3.43M | 0.44% | −110−1.4% | Reduced |
| Silphium Asset Management Ltd | 7,559 | $3.46M | 1.72% | +600+8.6% | Added |
| CIBC World Markets Inc. | 7,581 | $3.47M | 0.01% | +414+5.8% | Added |
| Monograph Wealth Advisors, LLC | 7,611 | $3.49M | 0.75% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,686 | $3.52M | 0.39% | +267+3.6% | Added |
| Private Advisor Group, LLC | 7,289 | $3.54M | 0.03% | +947+14.9% | Added |
| Logan Capital Management Inc | 7,758 | $3.55M | 0.17% | −2,987−27.8% | Reduced |
| Stratos Wealth Partners, LTD. | 7,795 | $3.57M | 0.08% | +1,371+21.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,807 | $3.58M | 0.21% | −791−9.2% | Reduced |
| Guardian Capital LP | 7,810 | $3.58M | 0.11% | +1,430+22.4% | Added |
| Fiduciary Trust Co | 7,835 | $3.59M | 0.06% | +1,761+29.0% | Added |
| Parsons Capital Management Inc | 7,864 | $3.60M | 0.27% | −199−2.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,887 | $3.61M | 0.59% | +315+4.2% | Added |
| Independent Advisor Alliance | 8,040 | $3.68M | 0.16% | −478−5.6% | Reduced |
| Cypress Capital Group | 8,055 | $3.69M | 0.53% | +512+6.8% | Added |
| Sumitomo Life Insurance Co | 8,075 | $3.70M | 0.16% | −162−2.0% | Reduced |
| Change Path, LLC | 8,088 | $3.71M | 0.17% | +119+1.5% | Added |
| Papp L Roy & Associates | 8,098 | $3.71M | 0.48% | +122+1.5% | Added |
| Chesley Taft & Associates LLC | 8,100 | $3.71M | 0.23% | +35+0.4% | Added |
| Prescott Group Capital Management, L.L.C. | 8,149 | $3.73M | 0.82% | +5,500+207.6% | Added |
| Iyo Bank, Ltd. | 8,183 | $3.75M | 1.94% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 8,250 | $3.78M | 2.67% | +57+0.7% | Added |
| Essex Investment Management Co LLC | 8,282 | $3.79M | 0.53% | −509−5.8% | Reduced |
| Watchman Group, Inc. | 8,292 | $3.80M | 1.88% | −466−5.3% | Reduced |
| Vinva Investment Management Ltd | 8,339 | $3.80M | 0.33% | −800−8.8% | Reduced |
| Charles Carroll Financial Partners, LLC | 8,307 | $3.81M | 4.85% | +4,875+142.0% | Added |
| Spire Wealth Management | 8,398 | $3.85M | 0.14% | +395+4.9% | Added |
| JB Capital LLC | 8,412 | $3.85M | 0.33% | +382+4.8% | Added |
| Synovus Financial Corp | 8,439 | $3.87M | 0.04% | −574−6.4% | Reduced |
| Impax Asset Management Group plc | 8,491 | $3.89M | 0.02% | +176+2.1% | Added |
| Harbour Capital Advisors, LLC | 8,750 | $3.95M | 1.17% | −9−0.1% | Reduced |
| Harvest Volatility Management LLC | 8,624 | $3.95M | 0.79% | −1,453−14.4% | Reduced |
| Empirical Finance, LLC | 8,630 | $3.95M | 0.31% | +953+12.4% | Added |
| AXS Investments LLC | 8,731 | $4.00M | 1.07% | −625−6.7% | Reduced |
| Central Trust Co | 8,797 | $4.03M | 0.11% | −843−8.7% | Reduced |
| Kestra Advisory Services, LLC | 8,802 | $4.03M | 0.04% | +2,269+34.7% | Added |
| Karani Asset Management LLC | 8,838 | $4.05M | 4.08% | +163+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,849 | $4.05M | 0.11% | +18+0.2% | Added |
| HBW Advisory Services LLC | 8,869 | $4.06M | 0.88% | +206+2.4% | Added |
| Boston Financial Mangement LLC | 8,910 | $4.08M | 0.15% | −40−0.4% | Reduced |
| Beacon Investment Advisors LLC | 9,068 | $4.15M | 2.84% | +36+0.4% | Added |
| Mastrapasqua Asset Management Inc | 9,076 | $4.16M | 0.47% | −97−1.1% | Reduced |
| Sendero Wealth Management, LLC | 9,079 | $4.16M | 0.91% | +846+10.3% | Added |
| Legal Advantage Investments, Inc. | 9,102 | $4.17M | 2.78% | 00.0% | Unchanged |
| Account Management LLC | 9,104 | $4.17M | 5.59% | −2,780−23.4% | Reduced |
| Massmutual Trust Co FSB | 9,123 | $4.18M | 0.15% | −425−4.5% | Reduced |
| Cullinan Associates Inc | 9,136 | $4.19M | 0.23% | −7,800−46.1% | Reduced |
| Ellsworth Advisors, LLC | 9,182 | $4.21M | 1.45% | +57+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,200 | $4.22M | 2.90% | −175−1.9% | Reduced |
| First Nebraska Trust Co | 9,246 | $4.24M | 0.51% | +1,390+17.7% | Added |
| Silvercrest Asset Management Group LLC | 9,252 | $4.24M | 0.03% | +1,939+26.5% | Added |
| Cape Cod Five Cents Savings Bank | 9,325 | $4.27M | 0.45% | +7,286+357.3% | Added |
| FourThought Financial Partners, LLC | 9,329 | $4.27M | 0.56% | +279+3.1% | Added |
| Bouvel Investment Partners, LLC | 9,342 | $4.28M | 2.34% | +225+2.5% | Added |
| Kenfarb & Co. | 9,392 | $4.30M | 3.75% | −315−3.2% | Reduced |
| Flputnam Investment Management Co | 9,425 | $4.32M | 0.12% | +2,001+27.0% | Added |
| Ameritas Investment Partners, Inc. | 9,441 | $4.33M | 0.16% | −10−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 9,497 | $4.35M | 0.35% | −1,098−10.4% | Reduced |
| Snowden Capital Advisors LLC | 9,606 | $4.40M | 0.16% | +5,641+142.3% | Added |
| HRT Financial LP | 9,712 | $4.45M | 0.04% | +9,712 | New |
| Duncker Streett & Co Inc | 9,734 | $4.46M | 1.00% | +993+11.4% | Added |
| Greenleaf Trust | 9,806 | $4.49M | 0.05% | −312−3.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,870 | $4.52M | 0.57% | +3,658+58.9% | Added |
| Advisors Asset Management, Inc. | 9,994 | $4.58M | 0.09% | +2,958+42.0% | Added |
| Alight Capital Management LP | 10,000 | $4.58M | 1.91% | +10,000 | New |
| Carderock Capital Management Inc | 10,048 | $4.60M | 1.43% | −282−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,071 | $4.61M | 0.35% | +75+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 10,075 | $4.62M | 0.05% | +8,938+786.1% | Added |
| Tower Research Capital LLC (TRC) | 10,112 | $4.63M | 0.15% | +3,604+55.4% | Added |
| Raymond James Trust N.A. | 10,123 | $4.64M | 0.13% | +454+4.7% | Added |
| Wetherby Asset Management Inc | 10,124 | $4.64M | 0.25% | +231+2.3% | Added |