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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 1,003 | $459.6K | 0.09% | +1,003 | New |
| Glenview Trust Co | 1,012 | $463.7K | 0.01% | +1,012 | New |
| Buckingham Strategic Partners | 1,022 | $468.3K | 0.03% | +16+1.6% | Added |
| Burney Co | 1,030 | $471.9K | 0.02% | −135−11.6% | Reduced |
| Sand Hill Global Advisors, LLC | 1,031 | $472.4K | 0.02% | −169−14.1% | Reduced |
| Wharton Business Group, LLC | 1,035 | $474.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,039 | $476.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,039 | $476.1K | 0.03% | +6+0.6% | Added |
| ICW Investment Advisors LLC | 1,042 | $477.5K | 0.26% | +46+4.6% | Added |
| Pinnacle West Asset Management, Inc. | 1,050 | $481.0K | 0.47% | −25−2.3% | Reduced |
| Abbrea Capital, LLC | 1,049 | $481.0K | 0.07% | +45+4.5% | Added |
| KMG Fiduciary Partners, LLC | 1,050 | $481.1K | 0.06% | −10−0.9% | Reduced |
| PDS Planning, Inc | 1,054 | $482.9K | 0.06% | +196+22.8% | Added |
| Yarbrough Capital, LLC | 1,055 | $483.4K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,058 | $484.8K | 0.01% | −125−10.6% | Reduced |
| Wallace Advisory Group, LLC | 1,095 | $488.2K | 0.37% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,066 | $488.4K | 0.36% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,071 | $490.8K | 0.45% | +576+116.4% | Added |
| Ulland Investment Advisors, LLC | 1,071 | $491.0K | 0.50% | −25−2.3% | Reduced |
| Oarsman Capital, Inc. | 1,074 | $492.1K | 0.22% | −48−4.3% | Reduced |
| Gladstone Institutional Advisory LLC | 1,074 | $492.1K | 0.03% | +15+1.4% | Added |
| Horizon Family Wealth, Inc. | 1,078 | $494.2K | 0.47% | −73−6.3% | Reduced |
| Forum Financial Management, LP | 1,088 | $498.5K | 0.01% | +23+2.2% | Added |
| We Are One Seven, LLC | 1,093 | $500.8K | 0.05% | +106+10.7% | Added |
| Cooper Financial Group | 1,096 | $502.3K | 0.12% | +131+13.6% | Added |
| Kolinsky Wealth Management, LLC | 1,108 | $505.0K | 0.48% | −278−20.1% | Reduced |
| Schnieders Capital Management LLC | 1,103 | $505.4K | 0.11% | −200−15.3% | Reduced |
| WR Wealth Planners, LLC | 1,104 | $505.8K | 0.20% | +28+2.6% | Added |
| Camden Capital, LLC | 1,108 | $507.7K | 0.06% | −100−8.3% | Reduced |
| Trellis Advisors, LLC | 1,111 | $509.0K | 0.23% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,118 | $512.3K | 0.25% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,119 | $512.7K | 0.09% | −37−3.2% | Reduced |
| Fluent Financial, LLC | 1,121 | $513.6K | 0.33% | +1,121 | New |
| Centiva Capital, LP | 1,122 | $514.1K | 0.03% | −2,826−71.6% | Reduced |
| Argus Investors' Counsel, Inc. | 1,122 | $514.1K | 0.36% | −6−0.5% | Reduced |
| Two Sigma Securities, LLC | 1,123 | $514.5K | 0.04% | +432+62.5% | Added |
| Magnus Financial Group LLC | 1,125 | $515.3K | 0.07% | −8−0.7% | Reduced |
| Integrated Investment Consultants, LLC | 1,126 | $515.9K | 0.16% | +14+1.3% | Added |
| RMR Wealth Builders | 1,126 | $516.0K | 0.09% | −977−46.5% | Reduced |
| Flagship Harbor Advisors, LLC | 1,130 | $518.0K | 0.04% | −11−1.0% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $527.4K | 0.09% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,158 | $530.0K | 0.03% | −23−1.9% | Reduced |
| Mutual Advisors, LLC | 1,158 | $530.8K | 0.02% | −983−45.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,166 | $534.3K | 0.20% | +731+168.0% | Added |
| Whalerock Point Partners, LLC | 1,176 | $538.8K | 0.18% | +31+2.7% | Added |
| Keel Point, LLC | 1,181 | $541.1K | 0.07% | +87+8.0% | Added |
| Saranac Partners Ltd | 1,185 | $543.0K | 0.29% | −245−17.1% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $543.0K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,186 | $543.4K | 0.13% | −43−3.5% | Reduced |
| First Affirmative Financial Network | 1,186 | $543.5K | 0.54% | +267+29.1% | Added |
| Kingsview Wealth Management, LLC | 1,189 | $544.8K | 0.02% | +146+14.0% | Added |
| Authentikos Wealth Advisory, LLC | 1,191 | $545.7K | 0.51% | −1−0.1% | Reduced |
| Wealth Architects, LLC | 1,192 | $546.2K | 0.09% | +15+1.3% | Added |
| Aft, Forsyth & Sober, LLC | 1,200 | $549.8K | 0.23% | 00.0% | Unchanged |
| Wade G W & Inc | 1,203 | $551.0K | 0.02% | −1,026−46.0% | Reduced |
| Neville Rodie & Shaw Inc | 1,207 | $553.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,209 | $554.1K | 0.06% | +6+0.5% | Added |
| Summit Financial, LLC | 1,216 | $557.2K | 0.04% | +1,216 | New |
| Geller Advisors LLC | 1,228 | $562.7K | 0.07% | +448+57.4% | Added |
| FineMark National Bank & Trust | 1,230 | $563.6K | 0.02% | +25+2.1% | Added |
| Gryphon Financial Partners LLC | 1,234 | $565.5K | 0.13% | +15+1.2% | Added |
| North Star Investment Management Corp. | 1,240 | $568.2K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,240 | $568.2K | 0.08% | +338+37.5% | Added |
| Money Concepts Capital Corp | 1,241 | $568.6K | 0.06% | +1,241 | New |
| RSM US Wealth Management LLC | 1,241 | $568.6K | 0.02% | +15+1.2% | Added |
| Global Retirement Partners, LLC | 1,246 | $571.1K | 0.03% | +49+4.1% | Added |
| Investors Research Corp | 1,250 | $572.7K | 0.14% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,255 | $575.0K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,255 | $575.0K | 0.03% | −139−10.0% | Reduced |
| Eqis Capital Management, Inc. | 1,256 | $575.6K | 0.06% | +214+20.5% | Added |
| 1st Source Bank | 1,276 | $584.6K | 0.04% | −22−1.7% | Reduced |
| Alta Wealth Advisors LLC | 1,276 | $584.7K | 0.34% | +14+1.1% | Added |
| Choate Investment Advisors | 1,277 | $585.1K | 0.02% | +81+6.8% | Added |
| Catalyst Private Wealth, LLC | 1,278 | $585.6K | 0.37% | −132−9.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,280 | $586.5K | 0.19% | −30−2.3% | Reduced |
| Fulton Bank, N.A. | 1,287 | $589.7K | 0.03% | +254+24.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,294 | $592.8K | 0.01% | −85−6.2% | Reduced |
| New Hampshire Trust | 1,294 | $592.9K | 0.15% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,294 | $593.0K | 0.02% | −47−3.5% | Reduced |
| Level Four Advisory Services, LLC | 1,296 | $594.0K | 0.04% | −82−6.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,300 | $595.6K | 0.20% | +75+6.1% | Added |
| Capital Investment Advisors, LLC | 1,305 | $597.9K | 0.02% | −114−8.0% | Reduced |
| Hoxton Planning & Management, LLC | 1,305 | $597.9K | 0.37% | −55−4.0% | Reduced |
| Pinnacle Associates Ltd | 1,309 | $599.9K | 0.01% | +16+1.2% | Added |
| AMG National Trust Bank | 1,319 | $604.4K | 0.02% | +47+3.7% | Added |
| Meridian Wealth Management, LLC | 1,320 | $604.8K | 0.05% | +6+0.5% | Added |
| Act Wealth Management, LLC | 1,326 | $607.6K | 0.34% | −35−2.6% | Reduced |
| Harbor Group, Inc. | 1,329 | $608.9K | 0.34% | 00.0% | Unchanged |
| Spinnaker Trust | 1,329 | $608.9K | 0.04% | +100+8.1% | Added |
| Resources Investment Advisors, LLC. | 1,329 | $609.0K | 0.01% | −336−20.2% | Reduced |
| Symphony Financial, Ltd. Co. | 1,337 | $609.1K | 0.15% | +94+7.6% | Added |
| Concentric Wealth Management, LLC | 1,330 | $609.4K | 0.19% | −100−7.0% | Reduced |
| Aspen Grove Capital, LLC | 1,338 | $613.1K | 0.20% | +78+6.2% | Added |
| First Commonwealth Financial Corp | 1,340 | $614.0K | 0.20% | +14+1.1% | Added |
| Advisors Capital Management, LLC | 1,343 | $615.0K | 0.01% | −6−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,342 | $615.0K | 0.18% | +129+10.6% | Added |
| MMBG Investment Advisors Co. | 1,345 | $618.2K | 0.08% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,350 | $618.6K | 0.13% | −700−34.1% | Reduced |
| Geneos Wealth Management Inc. | 1,354 | $620.5K | 0.03% | +985+266.9% | Added |
| Eastern Bank | 1,361 | $623.6K | 0.03% | 00.0% | Unchanged |