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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 54 | $24.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $25.2K | 0.00% | −16−22.5% | Reduced |
| Stephenson National Bank & Trust | 55 | $25.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $27.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $27.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 65 | $29.8K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 65 | $29.8K | 0.00% | +15+30.0% | Added |
| Barrett & Company, Inc. | 65 | $29.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 66 | $30.0K | 0.00% | +6+10.0% | Added |
| Vigilant Capital Management, LLC | 75 | $34.0K | 0.00% | −90−54.5% | Reduced |
| Eagle Bay Advisors LLC | 75 | $34.3K | 0.02% | −56−42.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 75 | $34.4K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 77 | $35.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 77 | $35.5K | 0.01% | +32+71.1% | Added |
| Pacifica Partners Inc. | 80 | $36.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $36.7K | 0.01% | +39+95.1% | Added |
| O'Dell Group, LLC | 80 | $36.7K | 0.01% | +80 | New |
| SOA Wealth Advisors, LLC. | 84 | $38.5K | 0.01% | −35−29.4% | Reduced |
| ORG Partners LLC | 86 | $39.1K | 0.01% | +86 | New |
| Laurel Wealth Advisors LLC | 89 | $40.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 90 | $41.1K | 0.01% | −10−10.0% | Reduced |
| Paladin Advisory Group, LLC | 90 | $41.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93 | $42.6K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 95 | $43.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 96 | $44.0K | 0.03% | +10+11.6% | Added |
| Clear Street Markets LLC | 95 | $44.0K | 0.02% | +88+1,257.1% | Added |
| Cambridge Trust Co | 98 | $44.9K | 0.00% | −33−25.2% | Reduced |
| DecisionPoint Financial, LLC | 100 | $45.8K | 0.02% | −50−33.3% | Reduced |
| Addison Advisors LLC | 100 | $45.8K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $45.8K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 101 | $46.0K | 0.00% | +100+10,000.0% | Added |
| Sutton Wealth Advisors Inc. | 104 | $47.7K | 0.02% | −2−1.9% | Reduced |
| Abound Wealth Management | 104 | $47.8K | 0.02% | +19+22.4% | Added |
| McIlrath & Eck, LLC | 106 | $48.7K | 0.01% | −5−4.5% | Reduced |
| Piscataqua Savings Bank | 107 | $49.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $49.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 107 | $49.0K | 0.02% | +107 | New |
| Wunderlich Capital Managemnt | 109 | $50.0K | 0.02% | +109 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 14,186 | $50.9K | 1.52% | −15,276−51.8% | Reduced |
| First Manhattan Co | 115 | $52.7K | 0.00% | −13−10.2% | Reduced |
| Center for Financial Planning, Inc. | 115 | $52.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 120 | $55.0K | 0.02% | +120 | New |
| Washington Trust Advisors, Inc. | 122 | $56.0K | 0.01% | −198−61.9% | Reduced |
| Global Financial Private Client, LLC | 129 | $58.3K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 133 | $60.1K | 0.04% | +73+121.7% | Added |
| Princeton Global Asset Management LLC | 138 | $63.0K | 0.02% | +1+0.7% | Added |
| Highline Wealth Partners LLC | 139 | $63.5K | 0.04% | +1+0.7% | Added |
| St Germain D J Co Inc | 144 | $66.0K | 0.00% | +144 | New |
| Lumature Wealth Partners, LLC | 147 | $67.4K | 0.04% | −1−0.7% | Reduced |
| Valley National Advisers Inc | 151 | $70.0K | 0.01% | +5+3.4% | Added |
| Catalyst Capital Advisors LLC | 155 | $71.0K | 0.00% | −3−1.9% | Reduced |
| Avalon Trust Co | 157 | $71.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 157 | $72.1K | 0.01% | −265−62.8% | Reduced |
| Deseret Mutual Benefit Administrators | 158 | $72.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $74.0K | 0.05% | +12+8.0% | Added |
| BDO Wealth Advisors, LLC | 163 | $74.6K | 0.01% | +22+15.6% | Added |
| Washington Trust Co | 166 | $76.1K | 0.00% | +14+9.2% | Added |
| Atlas Capital Advisors LLC | 168 | $77.0K | 0.01% | −8−4.5% | Reduced |
| Core Alternative Capital | 171 | $78.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 172 | $78.8K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 174 | $79.7K | 0.05% | +5+3.0% | Added |
| Bell Investment Advisors, Inc | 174 | $79.7K | 0.02% | +4+2.4% | Added |
| Fiduciary Alliance LLC | 175 | $80.2K | 0.02% | +175 | New |
| Financial Management Professionals, Inc. | 176 | $81.0K | 0.01% | −1−0.6% | Reduced |
| Salem Investment Counselors Inc | 180 | $82.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 185 | $84.8K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 98 | $86.0K | 0.02% | −15−13.3% | Reduced |
| United Community Bank | 195 | $89.3K | 0.08% | +40+25.8% | Added |
| Birch Capital Management, LLC | 197 | $90.3K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 199 | $91.2K | 0.03% | −6−2.9% | Reduced |
| Private Ocean, LLC | 201 | $92.1K | 0.01% | +196+3,920.0% | Added |
| Arlington Partners LLC | 203 | $93.0K | 0.01% | +86+73.5% | Added |
| Islay Capital Management, LLC | 205 | $93.9K | 0.08% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 207 | $94.8K | 0.03% | −20−8.8% | Reduced |
| BerganKDV Wealth Management, LLC | 213 | $97.6K | 0.01% | −63−22.8% | Reduced |
| C M Bidwell & Associates Ltd | 222 | $101.7K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 228 | $104.5K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 229 | $105.0K | 0.00% | −20−8.0% | Reduced |
| Jones Financial Companies LLLP | 250 | $114.5K | 0.00% | +31+14.2% | Added |
| West Tower Group, LLC | 256 | $117.3K | 0.08% | +256 | New |
| PCA Investment Advisory Services Inc. | 266 | $121.9K | 0.07% | +266 | New |
| DT Investment Partners, LLC | 246 | $125.1K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 274 | $125.5K | 0.10% | −10−3.5% | Reduced |
| Harbour Investments, Inc. | 294 | $134.7K | 0.01% | −67−18.6% | Reduced |
| AM Squared Ltd | 300 | $137.5K | 0.16% | +100+50.0% | Added |
| Blue Chip Partners, Inc. | 309 | $141.4K | 0.02% | +1+0.3% | Added |
| Riverview Trust Co | 313 | $143.4K | 0.13% | 00.0% | Unchanged |
| Covestor Ltd | 314 | $144.0K | 0.11% | −2−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 316 | $144.8K | 0.04% | +231+271.8% | Added |
| Sound Income Strategies, LLC | 324 | $148.5K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 327 | $150.0K | 0.07% | +274+517.0% | Added |
| Manchester Capital Management LLC | 332 | $152.1K | 0.02% | −295−47.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 349 | $160.0K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 355 | $162.7K | 0.04% | +49+16.0% | Added |
| Plante Moran Financial Advisors, LLC | 359 | $164.5K | 0.02% | +4+1.1% | Added |
| Ronald Blue Trust, Inc. | 381 | $169.0K | 0.00% | −680−64.1% | Reduced |
| Pinnacle Bancorp, Inc. | 369 | $169.1K | 0.06% | +84+29.5% | Added |
| Mendota Financial Group, LLC | 374 | $171.4K | 0.19% | +374 | New |
| FinTrust Capital Advisors, LLC | 445 | $173.2K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 396 | $181.4K | 0.02% | +200+102.0% | Added |