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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 1,374 | $629.7K | 0.31% | −59−4.1% | Reduced |
| Plimoth Trust Co LLC | 1,380 | $632.3K | 0.19% | −165−10.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,380 | $632.3K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 1,382 | $633.2K | 0.60% | +10+0.7% | Added |
| Kestra Private Wealth Services, LLC | 1,385 | $634.6K | 0.02% | −9−0.6% | Reduced |
| Nations Financial Group Inc, | 1,391 | $637.3K | 0.06% | +76+5.8% | Added |
| TrinityPoint Wealth, LLC | 1,401 | $641.9K | 0.13% | +17+1.2% | Added |
| United Asset Strategies, Inc. | 1,401 | $641.9K | 0.08% | +1,401 | New |
| Arkadios Wealth Advisors | 1,405 | $643.9K | 0.07% | +419+42.5% | Added |
| Ancora Advisors, LLC | 1,407 | $644.7K | 0.02% | +5+0.4% | Added |
| Westfield Capital Management Co LP | 1,410 | $646.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,412 | $647.2K | 0.16% | −53−3.6% | Reduced |
| Balentine LLC | 1,413 | $647.4K | 0.02% | +472+50.2% | Added |
| Howland Capital Management LLC | 1,414 | $647.9K | 0.04% | −8−0.6% | Reduced |
| Great Lakes Advisors, LLC | 1,415 | $648.3K | 0.01% | +210+17.4% | Added |
| Heron Financial Group, LLC | 1,431 | $655.7K | 0.35% | +28+2.0% | Added |
| Versor Investments LP | 1,431 | $655.7K | 0.11% | +1,431 | New |
| Northern Financial Advisors Inc | 1,432 | $656.1K | 0.58% | −19−1.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,433 | $656.6K | 0.24% | +101+7.6% | Added |
| Quantitative Investment Management, LLC | 1,437 | $658.0K | 0.06% | +725+101.8% | Added |
| Voya Financial Advisors, Inc. | 1,449 | $660.5K | 0.08% | −37−2.5% | Reduced |
| Oxford Financial Group Ltd | 1,442 | $660.6K | 0.06% | −152−9.5% | Reduced |
| Parnassus Investments | 1,442 | $660.7K | 0.00% | +1,442 | New |
| Everhart Financial Group, Inc. | 1,450 | $664.4K | 0.28% | +92+6.8% | Added |
| Intrust Bank NA | 1,451 | $664.8K | 0.08% | −31−2.1% | Reduced |
| Smithfield Trust Co | 1,466 | $670.0K | 0.04% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,465 | $671.2K | 0.41% | −255−14.8% | Reduced |
| Proffitt & Goodson Inc | 1,468 | $672.6K | 0.13% | +19+1.3% | Added |
| CM Wealth Advisors LLC | 1,328 | $679.7K | 0.22% | +1,328 | New |
| Van Strum & Towne Inc. | 1,486 | $680.9K | 0.28% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,489 | $682.2K | 0.38% | −5−0.3% | Reduced |
| Bahl & Gaynor Inc | 1,493 | $684.1K | 0.00% | +85+6.0% | Added |
| Donoghue Forlines LLC | 1,494 | $684.5K | 0.21% | +521+53.5% | Added |
| InterOcean Capital Group, LLC | 1,495 | $685.0K | 0.02% | −828−35.6% | Reduced |
| Valmark Advisers, Inc. | 1,507 | $690.5K | 0.01% | +4+0.3% | Added |
| Cardiff Park Advisors, LLC | 1,510 | $691.9K | 0.08% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,517 | $695.0K | 0.30% | +150+11.0% | Added |
| Brown Shipley& Co Ltd | 1,520 | $696.4K | 0.29% | +689+82.9% | Added |
| Oliver Luxxe Assets LLC | 1,525 | $698.7K | 0.17% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,534 | $703.0K | 0.04% | −29−1.9% | Reduced |
| Focus Financial Network, Inc. | 1,537 | $704.2K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,541 | $706.1K | 0.16% | −144−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,548 | $709.2K | 0.06% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 1,560 | $710.2K | 0.01% | +722+86.2% | Added |
| Graypoint LLC | 1,553 | $711.8K | 0.07% | +41+2.7% | Added |
| Jefferies Financial Group Inc. | 1,558 | $713.9K | 0.02% | +167+12.0% | Added |
| HBK Sorce Advisory LLC | 1,560 | $714.6K | 0.03% | +23+1.5% | Added |
| Verdence Capital Advisors LLC | 1,561 | $715.4K | 0.08% | −295−15.9% | Reduced |
| Quantbot Technologies LP | 1,575 | $721.6K | 0.05% | +1,575 | New |
| Congress Park Capital LLC | 1,575 | $721.6K | 0.40% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,579 | $723.5K | 0.01% | +304+23.8% | Added |
| Advisor Resource Council | 1,589 | $728.1K | 0.42% | −227−12.5% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $733.1K | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,618 | $741.4K | 0.02% | +63+4.1% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $743.2K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,625 | $744.4K | 0.31% | +48+3.0% | Added |
| CNB Bank | 1,632 | $747.8K | 0.44% | +45+2.8% | Added |
| PFS Investments Inc. | 1,635 | $749.0K | 0.01% | +1,050+179.5% | Added |
| Three Bridge Wealth Advisors, LLC | 1,636 | $749.6K | 0.32% | +889+119.0% | Added |
| United Bank | 1,642 | $752.3K | 0.09% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,244 | $754.7K | 0.05% | −330−21.0% | Reduced |
| Crestwood Advisors Group LLC | 1,652 | $757.0K | 0.02% | +310+23.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,654 | $757.9K | 0.10% | +641+63.3% | Added |
| Proficio Capital Partners LLC | 1,655 | $758.1K | 0.10% | +45+2.8% | Added |
| Qtron Investments LLC | 1,656 | $758.8K | 0.14% | +162+10.8% | Added |
| RFG Advisory, LLC | 1,672 | $766.0K | 0.03% | +8+0.5% | Added |
| Parthenon LLC | 1,675 | $767.5K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 1,683 | $771.1K | 0.26% | +145+9.4% | Added |
| Boston Family Office LLC | 1,689 | $774.0K | 0.06% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,700 | $779.0K | 0.02% | +1,700 | New |
| Dark Forest Capital Management LP | 1,705 | $781.2K | 0.08% | +1,590+1,382.6% | Added |
| Kensington Investment Counsel, LLC | 1,717 | $786.7K | 0.50% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,727 | $791.3K | 0.47% | +1,727 | New |
| WBH Advisory Inc | 1,728 | $792.0K | 0.09% | −40−2.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,600 | $795.2K | 0.13% | −172−9.7% | Reduced |
| Paragon Advisors, LLC | 1,758 | $805.0K | 0.26% | −2,425−58.0% | Reduced |
| Naviter Wealth, LLC | 1,758 | $805.5K | 0.20% | +293+20.0% | Added |
| Wedbush Securities Inc | 1,762 | $807.0K | 0.04% | −1,050−37.3% | Reduced |
| Avantax Planning Partners, Inc. | 1,762 | $807.3K | 0.03% | −128−6.8% | Reduced |
| Exencial Wealth Advisors, LLC | 1,768 | $809.9K | 0.04% | −319−15.3% | Reduced |
| Hohimer Wealth Management, LLC | 1,776 | $813.7K | 0.22% | −55−3.0% | Reduced |
| AlphaCore Capital LLC | 1,779 | $815.2K | 0.13% | −87−4.7% | Reduced |
| Great Lakes Retirement, Inc. | 1,780 | $815.6K | 0.14% | −18−1.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,792 | $821.0K | 0.43% | −85−4.5% | Reduced |
| STF Management LP | 1,800 | $824.7K | 0.89% | −1,328−42.5% | Reduced |
| Monetary Management Group Inc | 1,800 | $824.7K | 0.25% | +75+4.3% | Added |
| Pettee Investors, Inc. | 1,809 | $828.9K | 0.37% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,829 | $838.0K | 0.08% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,831 | $838.9K | 0.42% | +100+5.8% | Added |
| Lavaca Capital LLC | 1,833 | $839.9K | 0.26% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,842 | $844.2K | 0.50% | +92+5.3% | Added |
| Guardian Capital Advisors LP | 1,777 | $847.3K | 0.10% | +1,777 | New |
| Valeo Financial Advisors, LLC | 1,858 | $851.3K | 0.04% | +69+3.9% | Added |
| Ellevest, Inc. | 1,860 | $852.2K | 0.06% | +161+9.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,890 | $866.0K | 0.09% | +1,028+119.3% | Added |
| Waldron Private Wealth LLC | 1,892 | $866.9K | 0.04% | −98−4.9% | Reduced |
| Sargent Investment Group, LLC | 1,898 | $869.6K | 0.21% | +2+0.1% | Added |
| Barbara Oil Co. | 1,900 | $870.6K | 0.40% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,904 | $873.0K | 0.51% | −289−13.2% | Reduced |
| Thomas White International Ltd | 1,906 | $873.3K | 0.18% | +638+50.3% | Added |