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 |
|---|---|---|---|---|---|
| Sonnipe Ltd | 2,421 | $1.11M | 0.15% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,414 | $1.11M | 0.31% | −3−0.1% | Reduced |
| Community Capital Management, Inc. | 2,400 | $1.10M | 1.53% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,392 | $1.10M | 0.29% | −235−8.9% | Reduced |
| Virtue Capital Management, LLC | 2,388 | $1.09M | 0.19% | +275+13.0% | Added |
| ICONIQ Capital, LLC | 2,381 | $1.09M | 0.02% | +5+0.2% | Added |
| Caxton Associates LP | 2,380 | $1.09M | 0.16% | +38+1.6% | Added |
| McRae Capital Management Inc | 2,341 | $1.07M | 0.30% | +305+15.0% | Added |
| Knowledge Leaders Capital, LLC | 2,334 | $1.07M | 1.23% | −72−3.0% | Reduced |
| Anchor Investment Management, LLC | 2,330 | $1.07M | 0.14% | +7+0.3% | Added |
| Cannell Peter B & Co Inc | 2,327 | $1.07M | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,324 | $1.06M | 0.28% | +998+75.3% | Added |
| Amica Retiree Medical Trust | 2,317 | $1.06M | 1.18% | −148−6.0% | Reduced |
| Summit Trail Advisors, LLC | 2,314 | $1.06M | 0.04% | +1,265+120.6% | Added |
| Benjamin Edwards Inc | 2,304 | $1.06M | 0.25% | +38+1.7% | Added |
| Hilltop Holdings Inc. | 2,287 | $1.05M | 0.13% | −233−9.2% | Reduced |
| Modera Wealth Management, LLC | 2,282 | $1.05M | 0.02% | +1,106+94.0% | Added |
| Americana Partners, LLC | 2,279 | $1.04M | 0.13% | +558+32.4% | Added |
| Perigon Wealth Management, LLC | 2,279 | $1.04M | 0.04% | +210+10.1% | Added |
| Wealth Alliance | 2,271 | $1.04M | 0.16% | +646+39.8% | Added |
| Cipher Capital LP | 2,267 | $1.04M | 0.18% | +2,267 | New |
| First Citizens Bank & Trust Co | 2,250 | $1.03M | 0.02% | −140−5.9% | Reduced |
| Banco Santander, S.A. | 2,234 | $1.02M | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,225 | $1.02M | 0.02% | +69+3.2% | Added |
| Stratos Wealth Advisors, LLC | 2,220 | $1.02M | 0.07% | −2,667−54.6% | Reduced |
| Econ Financial Services Corp | 2,211 | $1.01M | 0.72% | +2,211 | New |
| Peninsula Wealth, LLC | 2,208 | $1.01M | 0.26% | +2,208 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,159 | $989.2K | 0.04% | −75−3.4% | Reduced |
| FSA Wealth Management LLC | 2,156 | $987.9K | 0.53% | −28−1.3% | Reduced |
| NVWM, LLC | 2,155 | $987.4K | 0.32% | +429+24.9% | Added |
| Jag Capital Management, LLC | 2,135 | $978.3K | 0.11% | −97−4.3% | Reduced |
| Weatherly Asset Management L. P. | 2,130 | $976.1K | 0.11% | −260−10.9% | Reduced |
| Argent Trust Co | 2,130 | $975.9K | 0.05% | +470+28.3% | Added |
| Segall Bryant & Hamill, LLC | 2,100 | $962.2K | 0.01% | −574−21.5% | Reduced |
| Moneta Group Investment Advisors LLC | 2,097 | $960.8K | 0.02% | +60+2.9% | Added |
| Allworth Financial LP | 2,094 | $959.3K | 0.01% | +232+12.5% | Added |
| Personal Cfo Solutions, LLC | 2,092 | $958.6K | 0.19% | −14−0.7% | Reduced |
| DRW Securities, LLC | 2,088 | $957.0K | 0.07% | +2,088 | New |
| Ramiah Investment Group | 2,085 | $955.3K | 0.93% | −438−17.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,067 | $947.1K | 0.31% | +52+2.6% | Added |
| Integrated Wealth Concepts LLC | 2,063 | $945.0K | 0.02% | +709+52.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,067 | $942.3K | 0.03% | −78−3.6% | Reduced |
| AtonRa Partners | 2,049 | $938.8K | 1.45% | −263−11.4% | Reduced |
| Fox Run Management, L.L.C. | 2,046 | $937.5K | 0.26% | +2,046 | New |
| Leonteq Securities AG | 2,039 | $934.2K | 0.10% | +396+24.1% | Added |
| Mirador Capital Partners LP | 2,033 | $931.5K | 0.22% | −2,003−49.6% | Reduced |
| CX Institutional | 2,025 | $927.9K | 0.05% | +59+3.0% | Added |
| Red Spruce Capital, LLC | 2,024 | $927.4K | 0.50% | +247+13.9% | Added |
| ABN AMRO Bank N.V. | 2,006 | $919.9K | 0.02% | −340−14.5% | Reduced |
| Family Legacy, Inc. | 2,002 | $917.4K | 0.37% | +15+0.8% | Added |
| LMR Partners LLP | 2,001 | $916.8K | 0.02% | +2,001 | New |
| Campbell & CO Investment Adviser LLC | 1,996 | $914.5K | 0.16% | +1,344+206.1% | Added |
| Pittenger & Anderson Inc | 1,992 | $912.7K | 0.04% | −45−2.2% | Reduced |
| Y.D. More Investments Ltd | 1,985 | $909.5K | 0.23% | −833−29.6% | Reduced |
| Nicholas Investment Partners, LP | 1,979 | $906.8K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,979 | $906.7K | 0.19% | +85+4.5% | Added |
| Sentry Investment Management LLC | 1,971 | $903.0K | 0.34% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,963 | $899.5K | 0.10% | −1,661−45.8% | Reduced |
| Forbes J M & Co LLP | 1,963 | $899.0K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,964 | $897.2K | 0.22% | +223+12.8% | Added |
| Quent Capital, LLC | 1,954 | $895.3K | 0.14% | −13−0.7% | Reduced |
| Brookstone Capital Management | 1,988 | $891.0K | 0.02% | +37+1.9% | Added |
| Little House Capital LLC | 1,925 | $882.0K | 0.37% | +20+1.0% | Added |
| Qsemble Capital Management, LP | 1,925 | $882.0K | 0.63% | +1,350+234.8% | Added |
| SRN Advisors, LLC | 1,920 | $879.7K | 0.78% | −58−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,918 | $878.8K | 0.07% | +588+44.2% | Added |
| Van Hulzen Asset Management, LLC | 1,913 | $876.0K | 0.07% | +500+35.4% | Added |
| Barr E S & Co | 1,909 | $874.7K | 0.07% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,906 | $873.3K | 0.18% | +638+50.3% | Added |
| Garner Asset Management Corp | 1,904 | $873.0K | 0.51% | −289−13.2% | Reduced |
| Barbara Oil Co. | 1,900 | $870.6K | 0.40% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,898 | $869.6K | 0.21% | +2+0.1% | Added |
| Waldron Private Wealth LLC | 1,892 | $866.9K | 0.04% | −98−4.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,890 | $866.0K | 0.09% | +1,028+119.3% | Added |
| Ellevest, Inc. | 1,860 | $852.2K | 0.06% | +161+9.5% | Added |
| Valeo Financial Advisors, LLC | 1,858 | $851.3K | 0.04% | +69+3.9% | Added |
| Guardian Capital Advisors LP | 1,777 | $847.3K | 0.10% | +1,777 | New |
| Accretive Wealth Partners, LLC | 1,842 | $844.2K | 0.50% | +92+5.3% | Added |
| Lavaca Capital LLC | 1,833 | $839.9K | 0.26% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,831 | $838.9K | 0.42% | +100+5.8% | Added |
| Evanson Asset Management, LLC | 1,829 | $838.0K | 0.08% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,809 | $828.9K | 0.37% | 00.0% | Unchanged |
| 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 |
| Palisades Hudson Asset Management, L.P. | 1,792 | $821.0K | 0.43% | −85−4.5% | Reduced |
| Great Lakes Retirement, Inc. | 1,780 | $815.6K | 0.14% | −18−1.0% | Reduced |
| AlphaCore Capital LLC | 1,779 | $815.2K | 0.13% | −87−4.7% | Reduced |
| Hohimer Wealth Management, LLC | 1,776 | $813.7K | 0.22% | −55−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 1,768 | $809.9K | 0.04% | −319−15.3% | Reduced |
| Avantax Planning Partners, Inc. | 1,762 | $807.3K | 0.03% | −128−6.8% | Reduced |
| Wedbush Securities Inc | 1,762 | $807.0K | 0.04% | −1,050−37.3% | Reduced |
| Naviter Wealth, LLC | 1,758 | $805.5K | 0.20% | +293+20.0% | Added |
| Paragon Advisors, LLC | 1,758 | $805.0K | 0.26% | −2,425−58.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,600 | $795.2K | 0.13% | −172−9.7% | Reduced |
| WBH Advisory Inc | 1,728 | $792.0K | 0.09% | −40−2.3% | Reduced |
| Virtus ETF Advisers LLC | 1,727 | $791.3K | 0.47% | +1,727 | New |
| Kensington Investment Counsel, LLC | 1,717 | $786.7K | 0.50% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,705 | $781.2K | 0.08% | +1,590+1,382.6% | Added |
| South Dakota Investment Council | 1,700 | $779.0K | 0.02% | +1,700 | New |
| Boston Family Office LLC | 1,689 | $774.0K | 0.06% | 00.0% | Unchanged |