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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 744 | $341.0K | 0.10% | −417−35.9% | Reduced |
| D.B. Root & Company, LLC | 745 | $341.4K | 0.13% | +48+6.9% | Added |
| Arrow Financial Corp | 750 | $343.6K | 0.04% | −60−7.4% | Reduced |
| Verity Asset Management, Inc. | 750 | $343.6K | 0.25% | +16+2.2% | Added |
| WSFS Capital Management, LLC | 751 | $344.1K | 0.03% | +134+21.7% | Added |
| GraniteShares Advisors LLC | 752 | $344.6K | 0.31% | −79−9.5% | Reduced |
| Family Firm, Inc. | 752 | $344.7K | 0.09% | +1+0.1% | Added |
| Gill Capital Partners, LLC | 753 | $345.0K | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 760 | $348.3K | 0.04% | +65+9.4% | Added |
| Michael B. Yongue | 762 | $349.1K | 0.33% | +217+39.8% | Added |
| Park Place Capital Corp | 767 | $351.4K | 0.10% | +332+76.3% | Added |
| Plancorp, LLC | 769 | $352.3K | 0.02% | +26+3.5% | Added |
| Front Barnett Associates LLC | 770 | $353.0K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 774 | $354.6K | 0.28% | −72−8.5% | Reduced |
| Royal Fund Management, LLC | 774 | $354.6K | 0.05% | 00.0% | Unchanged |
| Stevens Capital Management LP | 774 | $355.0K | 0.07% | +774 | New |
| Interchange Capital Partners, LLC | 775 | $355.3K | 0.27% | +87+12.6% | Added |
| Sigma Planning Corp | 779 | $357.2K | 0.01% | −225−22.4% | Reduced |
| Legacy Bridge, LLC | 782 | $358.3K | 0.24% | 00.0% | Unchanged |
| Atom Investors LP | 786 | $360.1K | 0.14% | +786 | New |
| Avenue 1 Advisors, LLC | 787 | $360.6K | 0.17% | +27+3.6% | Added |
| Union Savings Bank | 705 | $360.7K | 0.22% | +705 | New |
| SRS Capital Advisors, Inc. | 788 | $361.1K | 0.05% | +761+2,818.5% | Added |
| BlueSky Wealth Advisors, LLC | 790 | $362.0K | 0.07% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 795 | $364.0K | 0.20% | −118−12.9% | Reduced |
| Grove Bank & Trust | 796 | $364.7K | 0.07% | −16−2.0% | Reduced |
| Alta Advisers Ltd | 800 | $366.6K | 0.21% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 805 | $369.0K | 0.13% | 00.0% | Unchanged |
| Elgethun Capital Management | 806 | $369.5K | 0.11% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 807 | $369.8K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 807 | $369.8K | 0.43% | +807 | New |
| New Millennium Group LLC | 816 | $373.8K | 0.34% | −100−10.9% | Reduced |
| Oakworth Capital, Inc. | 819 | $375.3K | 0.03% | +31+3.9% | Added |
| Veracity Capital LLC | 828 | $379.4K | 0.16% | +31+3.9% | Added |
| Unique Wealth, LLC | 830 | $380.3K | 0.17% | +200+31.7% | Added |
| Winthrop Advisory Group LLC | 831 | $380.8K | 0.06% | −21−2.5% | Reduced |
| Apeiron RIA LLC | 833 | $381.7K | 0.13% | +30+3.7% | Added |
| Washington Trust Bank | 835 | $382.6K | 0.04% | +110+15.2% | Added |
| Hamilton Point Investment Advisors, LLC | 842 | $385.8K | 0.09% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 842 | $385.8K | 0.07% | +41+5.1% | Added |
| MSH Capital Advisors LLC | 843 | $386.1K | 0.14% | +1+0.1% | Added |
| Alpha Omega Wealth Management LLC | 843 | $386.3K | 0.07% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 847 | $387.9K | 0.05% | +14+1.7% | Added |
| Cutler Group LP | 850 | $389.0K | 0.09% | −2,344−73.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 853 | $390.9K | 0.55% | −228−21.1% | Reduced |
| Contravisory Investment Management, Inc. | 855 | $391.8K | 0.10% | +855 | New |
| Robertson Stephens Wealth Management, LLC | 858 | $393.1K | 0.03% | −30−3.4% | Reduced |
| Atomi Financial Group, Inc. | 859 | $393.4K | 0.18% | +131+18.0% | Added |
| Fortune Financial Advisors, LLC | 859 | $393.6K | 0.30% | +859 | New |
| SeaCrest Wealth Management, LLC | 863 | $395.3K | 0.05% | +72+9.1% | Added |
| Atlantic Trust, LLC | 866 | $396.9K | 0.13% | +1+0.1% | Added |
| MJP Associates Inc | 867 | $397.3K | 0.13% | +79+10.0% | Added |
| KFG Wealth Management, LLC | 868 | $397.6K | 0.23% | +341+64.7% | Added |
| Pathway Financial Advisors LLC | 869 | $398.2K | 0.13% | 00.0% | Unchanged |
| Transform Wealth, LLC | 869 | $398.2K | 0.04% | −129−12.9% | Reduced |
| Blueprint Investment Partners LLC | 872 | $399.5K | 0.14% | +872 | New |
| Cable Hill Partners, LLC | 873 | $400.2K | 0.05% | −160−15.5% | Reduced |
| Koshinski Asset Management, Inc. | 874 | $400.5K | 0.04% | −29−3.2% | Reduced |
| Group One Trading, L.P. | 875 | $400.9K | 0.02% | +875 | New |
| Horan Capital Advisors, LLC. | 883 | $404.6K | 0.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 888 | $406.8K | 0.07% | +101+12.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 893 | $409.1K | 0.05% | −1−0.1% | Reduced |
| Journey Advisory Group, LLC | 898 | $411.3K | 0.06% | +20+2.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $412.4K | 0.15% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $412.4K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $412.4K | 0.26% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 905 | $414.7K | 0.08% | −13−1.4% | Reduced |
| Godsey & Gibb Associates | 905 | $414.7K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $414.7K | 0.29% | 00.0% | Unchanged |
| David Loasby | 923 | $416.7K | 0.05% | +23+2.6% | Added |
| Burke & Herbert Bank & Trust Co | 912 | $417.9K | 0.28% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 914 | $418.8K | 0.37% | +2+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 922 | $422.5K | 0.03% | +7+0.8% | Added |
| Wealthstar Advisors, LLC | 925 | $423.8K | 0.18% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 927 | $425.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 928 | $425.2K | 0.10% | +265+40.0% | Added |
| Beaumont Financial Advisors, LLC | 931 | $426.6K | 0.04% | +94+11.2% | Added |
| Jump Financial, LLC | 936 | $428.9K | 0.02% | +936 | New |
| Woodstock Corp | 944 | $432.5K | 0.05% | −17−1.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 946 | $433.6K | 0.13% | +8+0.9% | Added |
| Breakwater Capital Group | 949 | $434.8K | 0.16% | +949 | New |
| Chapin Davis, Inc. | 949 | $434.8K | 0.21% | +4+0.4% | Added |
| Wealthspire Advisors, LLC | 968 | $443.6K | 0.01% | +42+4.5% | Added |
| MONECO Advisors, LLC | 969 | $443.8K | 0.12% | +12+1.3% | Added |
| Tolleson Wealth Management, Inc. | 969 | $444.0K | 0.11% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 969 | $444.1K | 0.07% | +203+26.5% | Added |
| NorthRock Partners, LLC | 973 | $445.8K | 0.05% | −139−12.5% | Reduced |
| Tiemann Investment Advisors, LLC | 976 | $447.2K | 0.23% | −35−3.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 976 | $447.2K | 0.01% | −1−0.1% | Reduced |
| CoreFirst Bank & Trust | 980 | $449.0K | 0.32% | 00.0% | Unchanged |
| Caldwell Trust Co | 987 | $452.2K | 0.06% | −12−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 988 | $452.7K | 0.02% | +462+87.8% | Added |
| Crescent Grove Advisors, LLC | 991 | $454.1K | 0.05% | 00.0% | Unchanged |
| Studio Investment Management LLC | 996 | $456.4K | 0.13% | +16+1.6% | Added |
| Aaron Wealth Advisors | 998 | $457.3K | 0.06% | +137+15.9% | Added |
| Equitable Holdings, Inc. | 999 | $457.7K | 0.01% | +999 | New |
| RBF Capital, LLC | 1,000 | $458.2K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $458.2K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,728 | $459.0K | 0.02% | −4,164−35.0% | Reduced |
| Truepoint, Inc. | 1,002 | $459.1K | 0.02% | +1,002 | New |