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 |
|---|---|---|---|---|---|
| Freemont Management S.A. | 10,200 | $4.67M | 0.59% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,247 | $4.70M | 0.24% | +2,974+40.9% | Added |
| Pathstone Family Office, LLC | 8,957 | $4.71M | 0.07% | +472+5.6% | Added |
| FDx Advisors, Inc. | 10,331 | $4.73M | 0.26% | +5,306+105.6% | Added |
| Dock Street Asset Management Inc | 10,339 | $4.74M | 0.82% | −20−0.2% | Reduced |
| Redmond Asset Management, LLC | 10,368 | $4.75M | 1.54% | −183−1.7% | Reduced |
| Bluegrass Capital Partners LP | 10,500 | $4.81M | 5.19% | −1,000−8.7% | Reduced |
| Conning Inc. | 10,638 | $4.87M | 0.16% | −1,547−12.7% | Reduced |
| TownSquare Capital, LLC | 10,759 | $4.93M | 0.09% | +2,168+25.2% | Added |
| Two Point Capital Management, Inc. | 10,865 | $4.98M | 2.60% | +59+0.5% | Added |
| Trust Co of Virginia | 10,941 | $5.01M | 0.53% | −257−2.3% | Reduced |
| TD Private Client Wealth LLC | 10,983 | $5.03M | 0.22% | −6,242−36.2% | Reduced |
| Bamco Inc | 10,991 | $5.04M | 0.01% | +775+7.6% | Added |
| Cetera Investment Advisers | 11,042 | $5.06M | 0.04% | +1,176+11.9% | Added |
| Twenty Acre Capital LP | 11,100 | $5.09M | 5.44% | +11,100 | New |
| Siemens Fonds Invest GmbH | 11,286 | $5.15M | 0.50% | +93+0.8% | Added |
| HM Payson & Co | 11,273 | $5.17M | 0.12% | +11+0.1% | Added |
| Two Sigma Advisers, LP | 11,300 | $5.18M | 0.01% | +11,300 | New |
| Greenland Capital Management LP | 11,541 | $5.29M | 0.76% | +9,614+498.9% | Added |
| Carmignac Gestion | 11,567 | $5.30M | 0.09% | +3,369+41.1% | Added |
| Advisory Services Network, LLC | 11,726 | $5.37M | 0.14% | +285+2.5% | Added |
| BTC Capital Management, Inc. | 11,756 | $5.38M | 0.58% | −345−2.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,844 | $5.43M | 2.87% | −281−2.3% | Reduced |
| Marshall Wace, LLP | 12,087 | $5.54M | 0.01% | −71,118−85.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 12,147 | $5.57M | 0.34% | −3,103−20.3% | Reduced |
| Clear Street LLC | 12,200 | $5.59M | 0.13% | +12,200 | New |
| Metropolitan Life Insurance Co | 12,227 | $5.60M | 0.27% | −339−2.7% | Reduced |
| Lindbrook Capital, LLC | 12,322 | $5.65M | 0.60% | +565+4.8% | Added |
| Jacobs & Co | 12,327 | $5.65M | 0.67% | −286−2.3% | Reduced |
| Oppenheimer & Co Inc | 12,328 | $5.65M | 0.11% | −1,412−10.3% | Reduced |
| First Hawaiian Bank | 12,432 | $5.70M | 0.19% | +176+1.4% | Added |
| Quantinno Capital Management LP | 12,446 | $5.70M | 0.33% | +7,130+134.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,452 | $5.71M | 0.14% | −18,841−60.2% | Reduced |
| M. Kulyk & Associates, LLC | 12,546 | $5.75M | 1.61% | +405+3.3% | Added |
| Marietta Wealth Management, LLC | 12,563 | $5.76M | 1.08% | +301+2.5% | Added |
| Assenagon Asset Management S.A. | 12,585 | $5.77M | 0.02% | +4,760+60.8% | Added |
| CWA Asset Management Group, LLC | 12,648 | $5.80M | 0.40% | +549+4.5% | Added |
| E. Ohman J:or Asset Management AB | 12,884 | $5.90M | 0.21% | +1,000+8.4% | Added |
| Oak Ridge Investments LLC | 12,996 | $5.95M | 0.73% | −50−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,039 | $5.97M | 0.09% | +1,097+9.2% | Added |
| American National Bank | 13,294 | $6.09M | 1.02% | +1,133+9.3% | Added |
| Kingfisher Capital LLC | 13,353 | $6.12M | 1.59% | −293−2.1% | Reduced |
| Eagle Capital Management, LLC | 13,376 | $6.13M | 3.43% | −9−0.1% | Reduced |
| First Western Trust Bank | 13,587 | $6.23M | 0.30% | +86+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 13,592 | $6.23M | 0.24% | +1,219+9.9% | Added |
| Premier Fund Managers Ltd | 13,670 | $6.23M | 0.25% | −3,113−18.5% | Reduced |
| New Mexico Educational Retirement Board | 13,678 | $6.27M | 0.28% | +600+4.6% | Added |
| Stonebridge Capital Management Inc | 13,713 | $6.28M | 2.93% | −1,380−9.1% | Reduced |
| Cyrus J. Lawrence, LLC | 13,723 | $6.29M | 1.80% | +216+1.6% | Added |
| Montag A & Associates Inc | 13,808 | $6.33M | 0.39% | −95−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,818 | $6.33M | 0.60% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 13,871 | $6.36M | 0.01% | +103+0.7% | Added |
| Pitcairn Co | 13,971 | $6.40M | 0.54% | −1,404−9.1% | Reduced |
| Banque Cantonale Vaudoise | 14,044 | $6.43M | 0.30% | +1,319+10.4% | Added |
| Fulcrum Capital LLC | 14,068 | $6.45M | 1.70% | −592−4.0% | Reduced |
| NewEdge Wealth, LLC | 14,093 | $6.46M | 0.22% | +5,206+58.6% | Added |
| GWM Advisors LLC | 14,096 | $6.46M | 0.07% | +756+5.7% | Added |
| LMCG Investments, LLC | 14,251 | $6.53M | 0.42% | −564−3.8% | Reduced |
| Meeder Asset Management Inc | 14,264 | $6.54M | 0.48% | +419+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 14,290 | $6.55M | 0.22% | +85+0.6% | Added |
| Avantax Advisory Services, Inc. | 14,462 | $6.63M | 0.08% | +463+3.3% | Added |
| Donaldson Capital Management, LLC | 14,604 | $6.69M | 0.31% | +529+3.8% | Added |
| Picton Mahoney Asset Management | 14,609 | $6.69M | 0.33% | −6,256−30.0% | Reduced |
| Northwest & Ethical Investments L.P. | 14,637 | $6.71M | 0.21% | 00.0% | Unchanged |
| American Money Management, LLC | 14,700 | $6.74M | 1.68% | +170+1.2% | Added |
| Unio Capital LLC | 14,862 | $6.81M | 3.47% | −337−2.2% | Reduced |
| Metis Global Partners, LLC | 14,985 | $6.87M | 0.37% | +1,778+13.5% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $6.87M | 1.60% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 15,022 | $6.88M | 0.93% | +1,689+12.7% | Added |
| TD Waterhouse Canada Inc. | 14,002 | $6.90M | 0.07% | +702+5.3% | Added |
| Chartwell Investment Partners, LLC | 15,102 | $6.92M | 0.25% | −15−0.1% | Reduced |
| Broadleaf Partners, LLC | 15,106 | $6.92M | 2.26% | +5,618+59.2% | Added |
| Calamos Wealth Management LLC | 15,191 | $6.96M | 0.51% | −4,775−23.9% | Reduced |
| Holocene Advisors, LP | 15,197 | $6.96M | 0.03% | −810,568−98.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 15,231 | $6.98M | 0.93% | −1,672−9.9% | Reduced |
| Elk River Wealth Management, LLC | 15,241 | $6.98M | 1.50% | −388−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,274 | $7.00M | 0.03% | +15,274 | New |
| Credit Agricole S A | 15,278 | $7.00M | 0.23% | +780+5.4% | Added |
| Stephens Inc | 15,371 | $7.04M | 0.13% | +226+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 15,403 | $7.06M | 0.17% | −10.0% | Reduced |
| Advisor Partners II, LLC | 15,751 | $7.22M | 0.34% | +469+3.1% | Added |
| Glenmede Trust Co NA | 16,323 | $7.28M | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,921 | $7.29M | 0.15% | +376+2.4% | Added |
| ExodusPoint Capital Management, LP | 15,987 | $7.33M | 0.09% | +15,987 | New |
| Sheets Smith Wealth Management | 15,997 | $7.33M | 1.07% | 00.0% | Unchanged |
| Prudential PLC | 16,352 | $7.49M | 0.09% | −2,254−12.1% | Reduced |
| Citizens Financial Group Inc | 16,374 | $7.50M | 0.27% | −1,555−8.7% | Reduced |
| Addenda Capital Inc. | 16,515 | $7.57M | 0.32% | −896−5.1% | Reduced |
| Comerica Securities,inc. | 16,519 | $7.57M | 0.52% | +15,734+2,004.3% | Added |
| Coronation Fund Managers Ltd. | 16,553 | $7.58M | 0.20% | −4,515−21.4% | Reduced |
| Tenere Capital LLC | 16,600 | $7.61M | 3.73% | +3,180+23.7% | Added |
| Evexia Wealth LLC | 15,502 | $7.70M | 3.70% | +101+0.7% | Added |
| Tocqueville Asset Management L.P. | 16,810 | $7.70M | 0.14% | −1,135−6.3% | Reduced |
| Power Corp of Canada | 16,891 | $7.74M | 0.80% | −1,892−10.1% | Reduced |
| Huntington National Bank | 16,969 | $7.78M | 0.07% | +789+4.9% | Added |
| Cornerstone Advisors, LLC | 17,000 | $7.79M | 0.37% | −4,000−19.0% | Reduced |
| ClariVest Asset Management LLC | 17,066 | $7.82M | 0.39% | −3,110−15.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,196 | $7.88M | 0.59% | −154−0.9% | Reduced |
| LGT Group Foundation | 17,274 | $7.91M | 0.19% | +19+0.1% | Added |
| Crossmark Global Holdings, Inc. | 15,614 | $7.99M | 0.17% | −307−1.9% | Reduced |