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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 1,255 | $575.0K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 1,250 | $572.7K | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $571.1K | 0.03% | +49+4.1% | Added |
| RSM US Wealth Management LLC | 1,241 | $568.6K | 0.02% | +15+1.2% | Added |
| Money Concepts Capital Corp | 1,241 | $568.6K | 0.06% | +1,241 | New |
| 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 |
| Gryphon Financial Partners LLC | 1,234 | $565.5K | 0.13% | +15+1.2% | Added |
| FineMark National Bank & Trust | 1,230 | $563.6K | 0.02% | +25+2.1% | Added |
| Geller Advisors LLC | 1,228 | $562.7K | 0.07% | +448+57.4% | Added |
| Summit Financial, LLC | 1,216 | $557.2K | 0.04% | +1,216 | New |
| Principle Wealth Partners LLC | 1,209 | $554.1K | 0.06% | +6+0.5% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $553.0K | 0.05% | 00.0% | Unchanged |
| Wade G W & Inc | 1,203 | $551.0K | 0.02% | −1,026−46.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 1,200 | $549.8K | 0.23% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,192 | $546.2K | 0.09% | +15+1.3% | Added |
| Authentikos Wealth Advisory, LLC | 1,191 | $545.7K | 0.51% | −1−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 1,189 | $544.8K | 0.02% | +146+14.0% | Added |
| First Affirmative Financial Network | 1,186 | $543.5K | 0.54% | +267+29.1% | Added |
| Chicago Trust Co NA | 1,186 | $543.4K | 0.13% | −43−3.5% | Reduced |
| 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 |
| Keel Point, LLC | 1,181 | $541.1K | 0.07% | +87+8.0% | Added |
| Whalerock Point Partners, LLC | 1,176 | $538.8K | 0.18% | +31+2.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,166 | $534.3K | 0.20% | +731+168.0% | Added |
| Mutual Advisors, LLC | 1,158 | $530.8K | 0.02% | −983−45.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,158 | $530.0K | 0.03% | −23−1.9% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $527.4K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,130 | $518.0K | 0.04% | −11−1.0% | Reduced |
| RMR Wealth Builders | 1,126 | $516.0K | 0.09% | −977−46.5% | Reduced |
| Integrated Investment Consultants, LLC | 1,126 | $515.9K | 0.16% | +14+1.3% | Added |
| Magnus Financial Group LLC | 1,125 | $515.3K | 0.07% | −8−0.7% | Reduced |
| Two Sigma Securities, LLC | 1,123 | $514.5K | 0.04% | +432+62.5% | Added |
| Argus Investors' Counsel, Inc. | 1,122 | $514.1K | 0.36% | −6−0.5% | Reduced |
| Centiva Capital, LP | 1,122 | $514.1K | 0.03% | −2,826−71.6% | Reduced |
| Fluent Financial, LLC | 1,121 | $513.6K | 0.33% | +1,121 | New |
| Institute for Wealth Management, LLC. | 1,119 | $512.7K | 0.09% | −37−3.2% | Reduced |
| Truvestments Capital LLC | 1,118 | $512.3K | 0.25% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,111 | $509.0K | 0.23% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,108 | $507.7K | 0.06% | −100−8.3% | Reduced |
| WR Wealth Planners, LLC | 1,104 | $505.8K | 0.20% | +28+2.6% | Added |
| Schnieders Capital Management LLC | 1,103 | $505.4K | 0.11% | −200−15.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,108 | $505.0K | 0.48% | −278−20.1% | Reduced |
| Cooper Financial Group | 1,096 | $502.3K | 0.12% | +131+13.6% | Added |
| We Are One Seven, LLC | 1,093 | $500.8K | 0.05% | +106+10.7% | Added |
| Forum Financial Management, LP | 1,088 | $498.5K | 0.01% | +23+2.2% | Added |
| Horizon Family Wealth, Inc. | 1,078 | $494.2K | 0.47% | −73−6.3% | 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 |
| Ulland Investment Advisors, LLC | 1,071 | $491.0K | 0.50% | −25−2.3% | Reduced |
| Concorde Asset Management, LLC | 1,071 | $490.8K | 0.45% | +576+116.4% | Added |
| First National Bank of Hutchinson | 1,066 | $488.4K | 0.36% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,095 | $488.2K | 0.37% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,058 | $484.8K | 0.01% | −125−10.6% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $483.4K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,054 | $482.9K | 0.06% | +196+22.8% | Added |
| KMG Fiduciary Partners, LLC | 1,050 | $481.1K | 0.06% | −10−0.9% | Reduced |
| 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 |
| ICW Investment Advisors LLC | 1,042 | $477.5K | 0.26% | +46+4.6% | Added |
| Allstate Corp | 1,039 | $476.1K | 0.03% | +6+0.6% | Added |
| Symmetry Partners, LLC | 1,039 | $476.0K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,035 | $474.0K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,031 | $472.4K | 0.02% | −169−14.1% | Reduced |
| Burney Co | 1,030 | $471.9K | 0.02% | −135−11.6% | Reduced |
| Buckingham Strategic Partners | 1,022 | $468.3K | 0.03% | +16+1.6% | Added |
| Glenview Trust Co | 1,012 | $463.7K | 0.01% | +1,012 | New |
| Insigneo Advisory Services, LLC | 1,003 | $459.6K | 0.09% | +1,003 | New |
| Truepoint, Inc. | 1,002 | $459.1K | 0.02% | +1,002 | New |
| IFP Advisors, Inc | 7,728 | $459.0K | 0.02% | −4,164−35.0% | Reduced |
| RBF Capital, LLC | 1,000 | $458.2K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $458.2K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 999 | $457.7K | 0.01% | +999 | New |
| Aaron Wealth Advisors | 998 | $457.3K | 0.06% | +137+15.9% | Added |
| Studio Investment Management LLC | 996 | $456.4K | 0.13% | +16+1.6% | Added |
| Crescent Grove Advisors, LLC | 991 | $454.1K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 988 | $452.7K | 0.02% | +462+87.8% | Added |
| Caldwell Trust Co | 987 | $452.2K | 0.06% | −12−1.2% | Reduced |
| CoreFirst Bank & Trust | 980 | $449.0K | 0.32% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 976 | $447.2K | 0.23% | −35−3.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 976 | $447.2K | 0.01% | −1−0.1% | Reduced |
| NorthRock Partners, LLC | 973 | $445.8K | 0.05% | −139−12.5% | Reduced |
| TRUE Private Wealth Advisors | 969 | $444.1K | 0.07% | +203+26.5% | Added |
| Tolleson Wealth Management, Inc. | 969 | $444.0K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 969 | $443.8K | 0.12% | +12+1.3% | Added |
| Wealthspire Advisors, LLC | 968 | $443.6K | 0.01% | +42+4.5% | Added |
| Chapin Davis, Inc. | 949 | $434.8K | 0.21% | +4+0.4% | Added |
| Breakwater Capital Group | 949 | $434.8K | 0.16% | +949 | New |
| Regent Peak Wealth Advisors LLC | 946 | $433.6K | 0.13% | +8+0.9% | Added |
| Woodstock Corp | 944 | $432.5K | 0.05% | −17−1.8% | Reduced |
| Jump Financial, LLC | 936 | $428.9K | 0.02% | +936 | New |
| Beaumont Financial Advisors, LLC | 931 | $426.6K | 0.04% | +94+11.2% | Added |
| Parkside Financial Bank & Trust | 928 | $425.2K | 0.10% | +265+40.0% | Added |
| Leavell Investment Management, Inc. | 927 | $425.0K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 925 | $423.8K | 0.18% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 922 | $422.5K | 0.03% | +7+0.8% | Added |
| Axiom Advisory, LLC | 914 | $418.8K | 0.37% | +2+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 912 | $417.9K | 0.28% | 00.0% | Unchanged |
| David Loasby | 923 | $416.7K | 0.05% | +23+2.6% | Added |
| Avitas Wealth Management LLC | 905 | $414.7K | 0.08% | −13−1.4% | Reduced |