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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 398 | $182.0K | 0.12% | −35−8.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 400 | $183.3K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 402 | $184.2K | 0.02% | −224−35.8% | Reduced |
| Acropolis Investment Management, LLC | 404 | $185.1K | 0.01% | +404 | New |
| First Capital Advisors Group, LLC. | 416 | $190.7K | 0.10% | +416 | New |
| Hall Laurie J Trustee | 426 | $196.0K | 0.08% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 430 | $196.9K | 0.07% | −5−1.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 430 | $197.0K | 0.10% | −21,462−98.0% | Reduced |
| Yorktown Management & Research Co Inc | 439 | $201.1K | 0.22% | +439 | New |
| CV Advisors LLC | 439 | $201.1K | 0.16% | +439 | New |
| Ironwood Investment Counsel, LLC | 439 | $201.6K | 0.05% | +439 | New |
| West Family Investments, Inc. | 441 | $202.1K | 0.08% | +441 | New |
| Principal Street Partners, LLC | 442 | $202.5K | 0.05% | −18−3.9% | Reduced |
| Deuterium Capital Management, LLC | 446 | $204.4K | 0.29% | +446 | New |
| Oxbow Advisors, LLC | 447 | $204.8K | 0.03% | +447 | New |
| McClarren Financial Advisors, Inc. | 449 | $205.0K | 0.17% | −1−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 449 | $205.7K | 0.02% | −197−30.5% | Reduced |
| Matrix Asset Advisors Inc | 450 | $206.2K | 0.03% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 451 | $206.4K | 0.04% | −91−16.8% | Reduced |
| Ewa, LLC | 453 | $207.6K | 0.14% | −24−5.0% | Reduced |
| Live Oak Private Wealth LLC | 454 | $208.0K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $208.0K | 0.21% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 454 | $208.0K | 0.03% | +454 | New |
| Portside Wealth Group, LLC | 456 | $208.9K | 0.04% | +456 | New |
| Fort Sheridan Advisors LLC | 457 | $209.4K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 458 | $209.9K | 0.04% | +13+2.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 462 | $211.7K | 0.03% | +462 | New |
| Concord Asset Management, LLC | 464 | $212.6K | 0.07% | +464 | New |
| 180 Wealth Advisors, LLC | 471 | $212.7K | 0.05% | −22−4.5% | Reduced |
| Connecticut Wealth Management, LLC | 465 | $213.1K | 0.01% | +465 | New |
| Sepio Capital, LP | 465 | $213.1K | 0.02% | +465 | New |
| Sandy Spring Bank | 466 | $213.5K | 0.01% | −12−2.5% | Reduced |
| Centaurus Financial, Inc. | 467 | $214.0K | 0.02% | −112−19.3% | Reduced |
| Tennessee Valley Asset Management Partners | 470 | $215.4K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 471 | $215.6K | 0.08% | −1−0.2% | Reduced |
| SageView Advisory Group, LLC | 472 | $216.3K | 0.01% | +472 | New |
| Sage Rhino Capital LLC | 478 | $219.0K | 0.06% | −27−5.3% | Reduced |
| Venture Visionary Partners LLC | 478 | $219.0K | 0.01% | +478 | New |
| Bremer Bank National Association | 484 | $221.8K | 0.04% | +20+4.3% | Added |
| Walkner Condon Financial Advisors LLC | 485 | $222.2K | 0.06% | +7+1.5% | Added |
| Financial Advisory Corp | 487 | $223.0K | 0.10% | +487 | New |
| Glassman Wealth Services | 489 | $224.1K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 490 | $224.5K | 0.05% | −20−3.9% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $224.6K | 0.08% | 00.0% | Unchanged |
| Natixis Investment Managers International | 492 | $225.4K | 0.02% | −30−5.7% | Reduced |
| Ambassador Advisors, LLC | 454 | $226.0K | 0.05% | +454 | New |
| Concentrum Wealth Management | 495 | $226.8K | 0.15% | −109−18.0% | Reduced |
| Synergy Financial Group, LTD | 495 | $226.8K | 0.31% | 00.0% | Unchanged |
| West Coast Financial LLC | 495 | $227.3K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 497 | $227.7K | 0.22% | −274−35.5% | Reduced |
| Sandhill Capital Partners LLC | 497 | $227.7K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 497 | $227.7K | 0.02% | +3+0.6% | Added |
| Hollencrest Capital Management | 497 | $227.8K | 0.02% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 509 | $228.3K | 0.14% | −55−9.8% | Reduced |
| Wealth Management Partners, LLC | 499 | $228.6K | 0.14% | +499 | New |
| Eagle Strategies LLC | 499 | $228.7K | 0.06% | +1+0.2% | Added |
| Blackston Financial Advisory Group, LLC | 500 | $229.0K | 0.17% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 500 | $229.1K | 0.13% | −75−13.0% | Reduced |
| Syntax Advisors, LLC | 500 | $229.1K | 0.18% | −75−13.0% | Reduced |
| Reinhart Partners, Inc. | 500 | $229.1K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $229.1K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $229.1K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 500 | $229.3K | 0.01% | −3−0.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 501 | $229.6K | 0.05% | −99−16.5% | Reduced |
| Echo45 Advisors LLC | 503 | $230.5K | 0.19% | +7+1.4% | Added |
| Covenant Partners, LLC | 504 | $230.9K | 0.08% | +504 | New |
| Ascent Group, LLC | 462 | $231.4K | 0.03% | −26−5.3% | Reduced |
| State of Wyoming | 507 | $232.3K | 0.07% | +507 | New |
| Carlson Capital Management | 510 | $233.7K | 0.01% | +510 | New |
| Paloma Partners Management Co | 511 | $234.1K | 0.05% | +511 | New |
| Carr Financial Group Corp | 513 | $235.1K | 0.09% | +12+2.4% | Added |
| Essex Savings Bank | 515 | $236.0K | 0.08% | +515 | New |
| Tufton Capital Management | 515 | $236.0K | 0.05% | −325−38.7% | Reduced |
| Ted Buchan & Co | 515 | $236.0K | 0.18% | +515 | New |
| ICA Group Wealth Management, LLC | 515 | $236.1K | 0.06% | +152+41.9% | Added |
| Founders Financial Alliance, LLC | 517 | $236.7K | 0.09% | +517 | New |
| Lakeview Capital Partners, LLC | 518 | $237.4K | 0.04% | +518 | New |
| XML Financial, LLC | 520 | $238.3K | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 521 | $238.7K | 0.00% | −5,214−90.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 522 | $239.2K | 0.16% | +522 | New |
| Intelligence Driven Advisers, LLC | 533 | $240.8K | 0.04% | −61−10.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 502 | $241.6K | 0.09% | +502 | New |
| Keating Investment Counselors Inc | 530 | $242.8K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 531 | $243.3K | 0.02% | −192−26.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 533 | $244.2K | 0.18% | +3+0.6% | Added |
| Vise Technologies, Inc. | 535 | $245.1K | 0.06% | −3−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 548 | $245.4K | 0.03% | +5+0.9% | Added |
| BIP Wealth, LLC | 545 | $249.7K | 0.02% | +545 | New |
| Vigilare Wealth Management | 547 | $250.6K | 0.14% | −55−9.1% | Reduced |
| Peterson Wealth Management | 547 | $250.6K | 0.20% | −6−1.1% | Reduced |
| StoneX Group Inc. | 551 | $252.3K | 0.03% | −213−27.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 554 | $253.8K | 0.06% | +9+1.7% | Added |
| Belpointe Asset Management LLC | 554 | $254.1K | 0.03% | −547−49.7% | Reduced |
| Ethos Financial Group, LLC | 570 | $254.1K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 556 | $254.8K | 0.02% | +556 | New |
| Csenge Advisory Group | 558 | $255.7K | 0.02% | +558 | New |
| ISAM Funds (UK) Ltd | 560 | $256.6K | 0.23% | +560 | New |
| Gradient Capital Advisors, LLC | 562 | $257.5K | 0.10% | +2+0.4% | Added |
| Cedar Brook Financial Partners, LLC | 567 | $259.8K | 0.06% | −67−10.6% | Reduced |
| Accurate Wealth Management, LLC | 540 | $261.0K | 0.08% | +540 | New |