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 |
|---|---|---|---|---|---|
| Barr E S & Co | 1,909 | $874.7K | 0.07% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,913 | $876.0K | 0.07% | +500+35.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,918 | $878.8K | 0.07% | +588+44.2% | Added |
| SRN Advisors, LLC | 1,920 | $879.7K | 0.78% | −58−2.9% | Reduced |
| Qsemble Capital Management, LP | 1,925 | $882.0K | 0.63% | +1,350+234.8% | Added |
| Little House Capital LLC | 1,925 | $882.0K | 0.37% | +20+1.0% | Added |
| Brookstone Capital Management | 1,988 | $891.0K | 0.02% | +37+1.9% | Added |
| Quent Capital, LLC | 1,954 | $895.3K | 0.14% | −13−0.7% | Reduced |
| Liberty Wealth Management LLC | 1,964 | $897.2K | 0.22% | +223+12.8% | Added |
| Forbes J M & Co LLP | 1,963 | $899.0K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,963 | $899.5K | 0.10% | −1,661−45.8% | Reduced |
| Sentry Investment Management LLC | 1,971 | $903.0K | 0.34% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,979 | $906.7K | 0.19% | +85+4.5% | Added |
| Nicholas Investment Partners, LP | 1,979 | $906.8K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,985 | $909.5K | 0.23% | −833−29.6% | Reduced |
| Pittenger & Anderson Inc | 1,992 | $912.7K | 0.04% | −45−2.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,996 | $914.5K | 0.16% | +1,344+206.1% | Added |
| LMR Partners LLP | 2,001 | $916.8K | 0.02% | +2,001 | New |
| Family Legacy, Inc. | 2,002 | $917.4K | 0.37% | +15+0.8% | Added |
| ABN AMRO Bank N.V. | 2,006 | $919.9K | 0.02% | −340−14.5% | Reduced |
| Red Spruce Capital, LLC | 2,024 | $927.4K | 0.50% | +247+13.9% | Added |
| CX Institutional | 2,025 | $927.9K | 0.05% | +59+3.0% | Added |
| Mirador Capital Partners LP | 2,033 | $931.5K | 0.22% | −2,003−49.6% | Reduced |
| Leonteq Securities AG | 2,039 | $934.2K | 0.10% | +396+24.1% | Added |
| Fox Run Management, L.L.C. | 2,046 | $937.5K | 0.26% | +2,046 | New |
| AtonRa Partners | 2,049 | $938.8K | 1.45% | −263−11.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,067 | $942.3K | 0.03% | −78−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,063 | $945.0K | 0.02% | +709+52.4% | Added |
| Moss Adams Wealth Advisors LLC | 2,067 | $947.1K | 0.31% | +52+2.6% | Added |
| Ramiah Investment Group | 2,085 | $955.3K | 0.93% | −438−17.4% | Reduced |
| DRW Securities, LLC | 2,088 | $957.0K | 0.07% | +2,088 | New |
| Personal Cfo Solutions, LLC | 2,092 | $958.6K | 0.19% | −14−0.7% | Reduced |
| Allworth Financial LP | 2,094 | $959.3K | 0.01% | +232+12.5% | Added |
| Moneta Group Investment Advisors LLC | 2,097 | $960.8K | 0.02% | +60+2.9% | Added |
| Segall Bryant & Hamill, LLC | 2,100 | $962.2K | 0.01% | −574−21.5% | Reduced |
| Argent Trust Co | 2,130 | $975.9K | 0.05% | +470+28.3% | Added |
| Weatherly Asset Management L. P. | 2,130 | $976.1K | 0.11% | −260−10.9% | Reduced |
| Jag Capital Management, LLC | 2,135 | $978.3K | 0.11% | −97−4.3% | Reduced |
| NVWM, LLC | 2,155 | $987.4K | 0.32% | +429+24.9% | Added |
| FSA Wealth Management LLC | 2,156 | $987.9K | 0.53% | −28−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,159 | $989.2K | 0.04% | −75−3.4% | Reduced |
| Peninsula Wealth, LLC | 2,208 | $1.01M | 0.26% | +2,208 | New |
| Econ Financial Services Corp | 2,211 | $1.01M | 0.72% | +2,211 | New |
| Stratos Wealth Advisors, LLC | 2,220 | $1.02M | 0.07% | −2,667−54.6% | Reduced |
| Ballentine Partners, LLC | 2,225 | $1.02M | 0.02% | +69+3.2% | Added |
| Banco Santander, S.A. | 2,234 | $1.02M | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,250 | $1.03M | 0.02% | −140−5.9% | Reduced |
| Cipher Capital LP | 2,267 | $1.04M | 0.18% | +2,267 | New |
| Wealth Alliance | 2,271 | $1.04M | 0.16% | +646+39.8% | Added |
| Perigon Wealth Management, LLC | 2,279 | $1.04M | 0.04% | +210+10.1% | Added |
| Americana Partners, LLC | 2,279 | $1.04M | 0.13% | +558+32.4% | Added |
| Modera Wealth Management, LLC | 2,282 | $1.05M | 0.02% | +1,106+94.0% | Added |
| Hilltop Holdings Inc. | 2,287 | $1.05M | 0.13% | −233−9.2% | Reduced |
| Benjamin Edwards Inc | 2,304 | $1.06M | 0.25% | +38+1.7% | Added |
| Summit Trail Advisors, LLC | 2,314 | $1.06M | 0.04% | +1,265+120.6% | Added |
| Amica Retiree Medical Trust | 2,317 | $1.06M | 1.18% | −148−6.0% | Reduced |
| Thrive Wealth Management, LLC | 2,324 | $1.06M | 0.28% | +998+75.3% | Added |
| Cannell Peter B & Co Inc | 2,327 | $1.07M | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,330 | $1.07M | 0.14% | +7+0.3% | Added |
| Knowledge Leaders Capital, LLC | 2,334 | $1.07M | 1.23% | −72−3.0% | Reduced |
| McRae Capital Management Inc | 2,341 | $1.07M | 0.30% | +305+15.0% | Added |
| Caxton Associates LP | 2,380 | $1.09M | 0.16% | +38+1.6% | Added |
| ICONIQ Capital, LLC | 2,381 | $1.09M | 0.02% | +5+0.2% | Added |
| Virtue Capital Management, LLC | 2,388 | $1.09M | 0.19% | +275+13.0% | Added |
| Citizens National Bank Trust Department | 2,392 | $1.10M | 0.29% | −235−8.9% | Reduced |
| Community Capital Management, Inc. | 2,400 | $1.10M | 1.53% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,414 | $1.11M | 0.31% | −3−0.1% | Reduced |
| Sonnipe Ltd | 2,421 | $1.11M | 0.15% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,422 | $1.11M | 0.99% | +276+12.9% | Added |
| Peak Asset Management, LLC | 2,434 | $1.12M | 0.26% | −15−0.6% | Reduced |
| Clearstead Advisors, LLC | 2,437 | $1.12M | 0.07% | −2−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,480 | $1.14M | 0.04% | −11,659−82.5% | Reduced |
| Horizon Investments, LLC | 2,489 | $1.14M | 0.03% | +871+53.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,495 | $1.14M | 0.18% | +280+12.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,498 | $1.14M | 0.15% | −36−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 2,500 | $1.15M | 0.60% | +1,800+257.1% | Added |
| Diversified Trust Co | 2,540 | $1.16M | 0.04% | +929+57.7% | Added |
| Value Partners Investments Inc. | 2,549 | $1.17M | 0.09% | +140+5.8% | Added |
| Monumental Financial Group Inc. | 2,554 | $1.17M | 0.79% | −69−2.6% | Reduced |
| BancorpSouth Bank | 2,558 | $1.17M | 0.10% | +11+0.4% | Added |
| V-Square Quantitative Management LLC | 2,568 | $1.18M | 0.86% | +454+21.5% | Added |
| Argonautica Private Wealth Management, Inc | 2,574 | $1.18M | 0.53% | −11−0.4% | Reduced |
| Verition Fund Management LLC | 2,575 | $1.18M | 0.02% | +1,005+64.0% | Added |
| Exchange Traded Concepts, LLC | 2,576 | $1.18M | 0.03% | +724+39.1% | Added |
| Cascade Investment Group, Inc. | 2,608 | $1.20M | 1.09% | −80−3.0% | Reduced |
| Quadrant Capital Group LLC | 2,614 | $1.20M | 0.12% | −10.0% | Reduced |
| Harrington Investments, INC | 2,614 | $1.20M | 0.79% | +644+32.7% | Added |
| Moloney Securities Asset Management, LLC | 2,625 | $1.20M | 0.21% | +825+45.8% | Added |
| FSM Wealth Advisors, LLC | 2,606 | $1.21M | 0.61% | −25−1.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,644 | $1.21M | 1.28% | −147−5.3% | Reduced |
| Wedmont Private Capital | 2,523 | $1.22M | 0.13% | +478+23.4% | Added |
| Brighton Jones LLC | 2,682 | $1.23M | 0.06% | −30−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,683 | $1.23M | 0.11% | +93+3.6% | Added |
| Abacus Planning Group, Inc. | 2,689 | $1.23M | 0.30% | +7+0.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.25M | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,729 | $1.25M | 0.02% | −180−6.2% | Reduced |
| Avestar Capital, LLC | 2,742 | $1.26M | 0.22% | +215+8.5% | Added |
| Vident Investment Advisory, LLC | 2,745 | $1.26M | 0.04% | −454−14.2% | Reduced |
| S&CO Inc | 2,751 | $1.26M | 0.10% | +1,005+57.6% | Added |
| Invesco, LLC | 2,764 | $1.27M | 0.62% | +2,764 | New |