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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 572 | $262.1K | 0.05% | +572 | New |
| High Falls Advisors, Inc | 572 | $262.3K | 0.07% | +10+1.8% | Added |
| New England Research & Management, Inc. | 575 | $263.0K | 0.15% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 575 | $263.5K | 0.01% | −31−5.1% | Reduced |
| Eagle Ridge Investment Management | 577 | $264.4K | 0.03% | +2+0.3% | Added |
| Wealthcare Advisory Partners LLC | 578 | $264.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 581 | $266.0K | 0.04% | +27+4.9% | Added |
| LWMG, LLC | 581 | $266.2K | 0.07% | −92−13.7% | Reduced |
| Cedar Mountain Advisors, LLC | 581 | $266.4K | 0.08% | +1+0.2% | Added |
| Founders Financial Securities LLC | 584 | $267.6K | 0.04% | +584 | New |
| RHS Financial, LLC | 585 | $268.0K | 0.20% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 593 | $271.7K | 0.03% | +6+1.0% | Added |
| Jacobsen Capital Management | 593 | $271.7K | 0.14% | +42+7.6% | Added |
| Berkshire Bank | 594 | $272.2K | 0.08% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 594 | $272.2K | 0.00% | −677−53.3% | Reduced |
| Hartline Investment Corp | 594 | $272.2K | 0.05% | +594 | New |
| Orchard Capital Managment, LLC | 595 | $272.6K | 0.09% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $274.9K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $274.9K | 0.12% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $274.9K | 0.12% | 00.0% | Unchanged |
| Resources Management Corp | 600 | $275.0K | 0.04% | −247,830−99.8% | Reduced |
| Westwood Management Corp | 600 | $275.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $275.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $275.0K | 0.17% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 600 | $275.0K | 0.25% | +600 | New |
| Prelude Capital Management, LLC | 601 | $275.4K | 0.02% | −233−27.9% | Reduced |
| Crescent Sterling, Ltd. | 603 | $276.3K | 0.26% | +72+13.6% | Added |
| International Assets Investment Management, LLC | 30,538 | $276.3K | 0.04% | +20.0% | Added |
| Valtinson Bruner Financial Planning LLC | 605 | $277.2K | 0.15% | 00.0% | Unchanged |
| First National Trust Co | 606 | $277.7K | 0.01% | −668−52.4% | Reduced |
| TCTC Holdings, LLC | 609 | $279.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 609 | $279.1K | 0.06% | +158+35.0% | Added |
| Nelson Capital Management, LLC | 611 | $280.0K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 612 | $280.0K | 0.00% | +148+31.9% | Added |
| Marcum Wealth, LLC | 613 | $280.9K | 0.03% | −905−59.6% | Reduced |
| South State Corp. | 613 | $280.9K | 0.03% | −82−11.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 617 | $282.8K | 0.07% | −5−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 618 | $283.5K | 0.01% | −4−0.6% | Reduced |
| Crewe Advisors LLC | 619 | $283.6K | 0.04% | −199−24.3% | Reduced |
| Financial Architects, Inc | 619 | $283.6K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 619 | $283.8K | 0.02% | −55−8.2% | Reduced |
| Altfest L J & Co Inc | 619 | $284.0K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 620 | $284.1K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 620 | $284.1K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 622 | $285.4K | 0.03% | +622 | New |
| JJJ Advisors Inc. | 624 | $285.9K | 0.08% | −13−2.0% | Reduced |
| Tranquility Partners, LLC | 624 | $285.9K | 0.12% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $288.7K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 630 | $288.7K | 0.11% | +67+11.9% | Added |
| Southeast Asset Advisors Inc. | 632 | $289.6K | 0.04% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 633 | $290.0K | 0.26% | +25+4.1% | Added |
| Corundum Group, Inc. | 633 | $290.0K | 0.14% | +1+0.2% | Added |
| Financial Advocates Investment Management | 634 | $290.5K | 0.02% | +634 | New |
| Warren Averett Asset Management, LLC | 636 | $291.4K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 638 | $292.3K | 0.16% | +78+13.9% | Added |
| Hummer Financial Advisory Services Inc | 640 | $293.2K | 0.29% | 00.0% | Unchanged |
| Camden National Bank | 644 | $295.1K | 0.06% | −5−0.8% | Reduced |
| True North Advisors, LLC | 652 | $298.8K | 0.08% | +652 | New |
| Coastline Trust Co | 656 | $300.6K | 0.04% | −47−6.7% | Reduced |
| Triad Investment Management | 656 | $300.6K | 0.42% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 657 | $301.0K | 0.07% | −20−3.0% | Reduced |
| Gilbert & Cook, Inc. | 662 | $303.3K | 0.05% | −318−32.4% | Reduced |
| Heritage Trust Co | 663 | $303.8K | 0.04% | +663 | New |
| LGT Fund Management Co Ltd. | 665 | $304.7K | 0.14% | +95+16.7% | Added |
| Glen Eagle Advisors, LLC | 669 | $306.1K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 671 | $307.4K | 0.03% | −117−14.8% | Reduced |
| St. Louis Trust Co | 674 | $308.8K | 0.06% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 675 | $309.1K | 0.01% | −39−5.5% | Reduced |
| John G Ullman & Associates Inc | 675 | $309.3K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 675 | $309.3K | 0.13% | +62+10.1% | Added |
| Prospera Financial Services Inc | 691 | $316.8K | 0.01% | +35+5.3% | Added |
| Morningstar Investment Services LLC | 693 | $317.0K | 0.00% | +134+24.0% | Added |
| Kaizen Financial Strategies | 670 | $319.6K | 0.27% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 700 | $320.7K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 702 | $321.6K | 0.05% | +140+24.9% | Added |
| Simon Quick Advisors, LLC | 702 | $321.7K | 0.03% | +23+3.4% | Added |
| Diversified Investment Strategies, LLC | 704 | $322.6K | 0.24% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 705 | $323.0K | 0.16% | +51+7.8% | Added |
| Nilsine Partners, LLC | 711 | $325.8K | 0.05% | +34+5.0% | Added |
| Legacy Financial Advisors, Inc. | 711 | $325.8K | 0.06% | +94+15.2% | Added |
| Great Diamond Partners, LLC | 712 | $326.2K | 0.09% | +44+6.6% | Added |
| Ifrah Financial Services, Inc. | 715 | $327.7K | 0.10% | −14−1.9% | Reduced |
| Douglas Lane & Associates, LLC | 717 | $328.5K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 717 | $328.5K | 0.05% | +217+43.4% | Added |
| Tanager Wealth Management LLP | 718 | $329.0K | 0.07% | −37−4.9% | Reduced |
| Bernardo Wealth Planning LLC | 718 | $329.0K | 0.13% | 00.0% | Unchanged |
| WP Advisors, LLC | 718 | $329.1K | 0.13% | −2−0.3% | Reduced |
| Wealth Management Associates, Inc. | 720 | $329.9K | 0.19% | −56−7.2% | Reduced |
| Thomasville National Bank | 721 | $330.4K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 722 | $330.8K | 0.20% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 724 | $331.7K | 0.15% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 725 | $332.2K | 0.07% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 725 | $332.2K | 0.31% | +2+0.3% | Added |
| Catalyst Financial Partners LLC | 727 | $333.1K | 0.12% | +109+17.6% | Added |
| Stegent Equity Advisors, Inc. | 729 | $334.0K | 0.37% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $335.4K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 732 | $335.4K | 0.04% | +4+0.5% | Added |
| Proequities, Inc. | 735 | $336.8K | 0.03% | +80+12.2% | Added |
| Winslow Capital Management, LLC | 736 | $337.2K | 0.00% | −1,446,705−99.9% | Reduced |
| Riverwater Partners LLC | 741 | $339.5K | 0.30% | +741 | New |