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 |
|---|---|---|---|---|---|
| Optas, LLC | 1,683 | $771.1K | 0.26% | +145+9.4% | Added |
| Parthenon LLC | 1,675 | $767.5K | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,672 | $766.0K | 0.03% | +8+0.5% | Added |
| Qtron Investments LLC | 1,656 | $758.8K | 0.14% | +162+10.8% | Added |
| Proficio Capital Partners LLC | 1,655 | $758.1K | 0.10% | +45+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,654 | $757.9K | 0.10% | +641+63.3% | Added |
| Crestwood Advisors Group LLC | 1,652 | $757.0K | 0.02% | +310+23.1% | Added |
| Triasima Portfolio Management inc. | 1,244 | $754.7K | 0.05% | −330−21.0% | Reduced |
| United Bank | 1,642 | $752.3K | 0.09% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 1,636 | $749.6K | 0.32% | +889+119.0% | Added |
| PFS Investments Inc. | 1,635 | $749.0K | 0.01% | +1,050+179.5% | Added |
| CNB Bank | 1,632 | $747.8K | 0.44% | +45+2.8% | Added |
| Legacy Capital Group California, Inc. | 1,625 | $744.4K | 0.31% | +48+3.0% | Added |
| Waller Financial Planning Group, Inc | 1,622 | $743.2K | 0.20% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,618 | $741.4K | 0.02% | +63+4.1% | Added |
| First Financial Bank - Trust Division | 1,600 | $733.1K | 0.08% | 00.0% | Unchanged |
| Advisor Resource Council | 1,589 | $728.1K | 0.42% | −227−12.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,579 | $723.5K | 0.01% | +304+23.8% | Added |
| Congress Park Capital LLC | 1,575 | $721.6K | 0.40% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,575 | $721.6K | 0.05% | +1,575 | New |
| Verdence Capital Advisors LLC | 1,561 | $715.4K | 0.08% | −295−15.9% | Reduced |
| HBK Sorce Advisory LLC | 1,560 | $714.6K | 0.03% | +23+1.5% | Added |
| Jefferies Financial Group Inc. | 1,558 | $713.9K | 0.02% | +167+12.0% | Added |
| Graypoint LLC | 1,553 | $711.8K | 0.07% | +41+2.7% | Added |
| Meitav Dash Investments Ltd | 1,560 | $710.2K | 0.01% | +722+86.2% | Added |
| JFS Wealth Advisors, LLC | 1,548 | $709.2K | 0.06% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,541 | $706.1K | 0.16% | −144−8.5% | Reduced |
| Focus Financial Network, Inc. | 1,537 | $704.2K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,534 | $703.0K | 0.04% | −29−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 1,525 | $698.7K | 0.17% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,520 | $696.4K | 0.29% | +689+82.9% | Added |
| Richard W. Paul & Associates, LLC | 1,517 | $695.0K | 0.30% | +150+11.0% | Added |
| Cardiff Park Advisors, LLC | 1,510 | $691.9K | 0.08% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,507 | $690.5K | 0.01% | +4+0.3% | Added |
| InterOcean Capital Group, LLC | 1,495 | $685.0K | 0.02% | −828−35.6% | Reduced |
| Donoghue Forlines LLC | 1,494 | $684.5K | 0.21% | +521+53.5% | Added |
| Bahl & Gaynor Inc | 1,493 | $684.1K | 0.00% | +85+6.0% | Added |
| Texas Capital Bancshares Inc | 1,489 | $682.2K | 0.38% | −5−0.3% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $680.9K | 0.28% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,328 | $679.7K | 0.22% | +1,328 | New |
| Proffitt & Goodson Inc | 1,468 | $672.6K | 0.13% | +19+1.3% | Added |
| Connolly Sarah T. | 1,465 | $671.2K | 0.41% | −255−14.8% | Reduced |
| Smithfield Trust Co | 1,466 | $670.0K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 1,451 | $664.8K | 0.08% | −31−2.1% | Reduced |
| Everhart Financial Group, Inc. | 1,450 | $664.4K | 0.28% | +92+6.8% | Added |
| Parnassus Investments | 1,442 | $660.7K | 0.00% | +1,442 | New |
| Oxford Financial Group Ltd | 1,442 | $660.6K | 0.06% | −152−9.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,449 | $660.5K | 0.08% | −37−2.5% | Reduced |
| Quantitative Investment Management, LLC | 1,437 | $658.0K | 0.06% | +725+101.8% | Added |
| Fidelis Capital Partners, LLC | 1,433 | $656.6K | 0.24% | +101+7.6% | Added |
| Northern Financial Advisors Inc | 1,432 | $656.1K | 0.58% | −19−1.3% | Reduced |
| 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 |
| Great Lakes Advisors, LLC | 1,415 | $648.3K | 0.01% | +210+17.4% | Added |
| Howland Capital Management LLC | 1,414 | $647.9K | 0.04% | −8−0.6% | Reduced |
| Balentine LLC | 1,413 | $647.4K | 0.02% | +472+50.2% | Added |
| Claro Advisors LLC | 1,412 | $647.2K | 0.16% | −53−3.6% | Reduced |
| Westfield Capital Management Co LP | 1,410 | $646.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,407 | $644.7K | 0.02% | +5+0.4% | Added |
| Arkadios Wealth Advisors | 1,405 | $643.9K | 0.07% | +419+42.5% | Added |
| United Asset Strategies, Inc. | 1,401 | $641.9K | 0.08% | +1,401 | New |
| TrinityPoint Wealth, LLC | 1,401 | $641.9K | 0.13% | +17+1.2% | Added |
| Nations Financial Group Inc, | 1,391 | $637.3K | 0.06% | +76+5.8% | Added |
| Kestra Private Wealth Services, LLC | 1,385 | $634.6K | 0.02% | −9−0.6% | Reduced |
| Applied Capital LLC | 1,382 | $633.2K | 0.60% | +10+0.7% | Added |
| 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 |
| DGS Capital Management, LLC | 1,374 | $629.7K | 0.31% | −59−4.1% | Reduced |
| Eastern Bank | 1,361 | $623.6K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,354 | $620.5K | 0.03% | +985+266.9% | Added |
| Waycross Partners, LLC | 1,350 | $618.6K | 0.13% | −700−34.1% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $618.2K | 0.08% | 00.0% | Unchanged |
| 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 |
| First Commonwealth Financial Corp | 1,340 | $614.0K | 0.20% | +14+1.1% | Added |
| Aspen Grove Capital, LLC | 1,338 | $613.1K | 0.20% | +78+6.2% | Added |
| Concentric Wealth Management, LLC | 1,330 | $609.4K | 0.19% | −100−7.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,337 | $609.1K | 0.15% | +94+7.6% | Added |
| Resources Investment Advisors, LLC. | 1,329 | $609.0K | 0.01% | −336−20.2% | 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 |
| Act Wealth Management, LLC | 1,326 | $607.6K | 0.34% | −35−2.6% | Reduced |
| Meridian Wealth Management, LLC | 1,320 | $604.8K | 0.05% | +6+0.5% | Added |
| AMG National Trust Bank | 1,319 | $604.4K | 0.02% | +47+3.7% | Added |
| Pinnacle Associates Ltd | 1,309 | $599.9K | 0.01% | +16+1.2% | Added |
| Hoxton Planning & Management, LLC | 1,305 | $597.9K | 0.37% | −55−4.0% | Reduced |
| Capital Investment Advisors, LLC | 1,305 | $597.9K | 0.02% | −114−8.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,300 | $595.6K | 0.20% | +75+6.1% | Added |
| Level Four Advisory Services, LLC | 1,296 | $594.0K | 0.04% | −82−6.0% | Reduced |
| Fort Pitt Capital Group, LLC | 1,294 | $593.0K | 0.02% | −47−3.5% | Reduced |
| New Hampshire Trust | 1,294 | $592.9K | 0.15% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,294 | $592.8K | 0.01% | −85−6.2% | Reduced |
| Fulton Bank, N.A. | 1,287 | $589.7K | 0.03% | +254+24.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,280 | $586.5K | 0.19% | −30−2.3% | Reduced |
| Catalyst Private Wealth, LLC | 1,278 | $585.6K | 0.37% | −132−9.4% | Reduced |
| Choate Investment Advisors | 1,277 | $585.1K | 0.02% | +81+6.8% | Added |
| Alta Wealth Advisors LLC | 1,276 | $584.7K | 0.34% | +14+1.1% | Added |
| 1st Source Bank | 1,276 | $584.6K | 0.04% | −22−1.7% | Reduced |
| Eqis Capital Management, Inc. | 1,256 | $575.6K | 0.06% | +214+20.5% | Added |
| Integrated Advisors Network LLC | 1,255 | $575.0K | 0.03% | −139−10.0% | Reduced |