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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 905 | $414.7K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $414.7K | 0.29% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 900 | $412.4K | 0.15% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $412.4K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $412.4K | 0.26% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 898 | $411.3K | 0.06% | +20+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 893 | $409.1K | 0.05% | −1−0.1% | Reduced |
| PFG Investments, LLC | 888 | $406.8K | 0.07% | +101+12.8% | Added |
| Horan Capital Advisors, LLC. | 883 | $404.6K | 0.16% | 00.0% | Unchanged |
| Group One Trading, L.P. | 875 | $400.9K | 0.02% | +875 | New |
| Koshinski Asset Management, Inc. | 874 | $400.5K | 0.04% | −29−3.2% | Reduced |
| Cable Hill Partners, LLC | 873 | $400.2K | 0.05% | −160−15.5% | Reduced |
| Blueprint Investment Partners LLC | 872 | $399.5K | 0.14% | +872 | New |
| Transform Wealth, LLC | 869 | $398.2K | 0.04% | −129−12.9% | Reduced |
| Pathway Financial Advisors LLC | 869 | $398.2K | 0.13% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 868 | $397.6K | 0.23% | +341+64.7% | Added |
| MJP Associates Inc | 867 | $397.3K | 0.13% | +79+10.0% | Added |
| Atlantic Trust, LLC | 866 | $396.9K | 0.13% | +1+0.1% | Added |
| SeaCrest Wealth Management, LLC | 863 | $395.3K | 0.05% | +72+9.1% | Added |
| Fortune Financial Advisors, LLC | 859 | $393.6K | 0.30% | +859 | New |
| Atomi Financial Group, Inc. | 859 | $393.4K | 0.18% | +131+18.0% | Added |
| Robertson Stephens Wealth Management, LLC | 858 | $393.1K | 0.03% | −30−3.4% | Reduced |
| Contravisory Investment Management, Inc. | 855 | $391.8K | 0.10% | +855 | New |
| Epic Trust Investment Advisors, LLC | 853 | $390.9K | 0.55% | −228−21.1% | Reduced |
| Cutler Group LP | 850 | $389.0K | 0.09% | −2,344−73.4% | Reduced |
| Traynor Capital Management, Inc. | 847 | $387.9K | 0.05% | +14+1.7% | Added |
| Alpha Omega Wealth Management LLC | 843 | $386.3K | 0.07% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 843 | $386.1K | 0.14% | +1+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 842 | $385.8K | 0.09% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 842 | $385.8K | 0.07% | +41+5.1% | Added |
| Washington Trust Bank | 835 | $382.6K | 0.04% | +110+15.2% | Added |
| Apeiron RIA LLC | 833 | $381.7K | 0.13% | +30+3.7% | Added |
| Winthrop Advisory Group LLC | 831 | $380.8K | 0.06% | −21−2.5% | Reduced |
| Unique Wealth, LLC | 830 | $380.3K | 0.17% | +200+31.7% | Added |
| Veracity Capital LLC | 828 | $379.4K | 0.16% | +31+3.9% | Added |
| Oakworth Capital, Inc. | 819 | $375.3K | 0.03% | +31+3.9% | Added |
| New Millennium Group LLC | 816 | $373.8K | 0.34% | −100−10.9% | Reduced |
| Mason Investment Advisory Services, Inc. | 807 | $369.8K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 807 | $369.8K | 0.43% | +807 | New |
| Elgethun Capital Management | 806 | $369.5K | 0.11% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 805 | $369.0K | 0.13% | 00.0% | Unchanged |
| Alta Advisers Ltd | 800 | $366.6K | 0.21% | 00.0% | Unchanged |
| Grove Bank & Trust | 796 | $364.7K | 0.07% | −16−2.0% | Reduced |
| Samalin Investment Counsel, LLC | 795 | $364.0K | 0.20% | −118−12.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 790 | $362.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 788 | $361.1K | 0.05% | +761+2,818.5% | Added |
| Union Savings Bank | 705 | $360.7K | 0.22% | +705 | New |
| Avenue 1 Advisors, LLC | 787 | $360.6K | 0.17% | +27+3.6% | Added |
| Atom Investors LP | 786 | $360.1K | 0.14% | +786 | New |
| Legacy Bridge, LLC | 782 | $358.3K | 0.24% | 00.0% | Unchanged |
| Sigma Planning Corp | 779 | $357.2K | 0.01% | −225−22.4% | Reduced |
| Interchange Capital Partners, LLC | 775 | $355.3K | 0.27% | +87+12.6% | Added |
| Stevens Capital Management LP | 774 | $355.0K | 0.07% | +774 | New |
| Heartland Bank & Trust Co | 774 | $354.6K | 0.28% | −72−8.5% | Reduced |
| Royal Fund Management, LLC | 774 | $354.6K | 0.05% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 770 | $353.0K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 769 | $352.3K | 0.02% | +26+3.5% | Added |
| Park Place Capital Corp | 767 | $351.4K | 0.10% | +332+76.3% | Added |
| Michael B. Yongue | 762 | $349.1K | 0.33% | +217+39.8% | Added |
| Essex Financial Services, Inc. | 760 | $348.3K | 0.04% | +65+9.4% | Added |
| Gill Capital Partners, LLC | 753 | $345.0K | 0.15% | 00.0% | Unchanged |
| Family Firm, Inc. | 752 | $344.7K | 0.09% | +1+0.1% | Added |
| GraniteShares Advisors LLC | 752 | $344.6K | 0.31% | −79−9.5% | Reduced |
| WSFS Capital Management, LLC | 751 | $344.1K | 0.03% | +134+21.7% | Added |
| Arrow Financial Corp | 750 | $343.6K | 0.04% | −60−7.4% | Reduced |
| Verity Asset Management, Inc. | 750 | $343.6K | 0.25% | +16+2.2% | Added |
| D.B. Root & Company, LLC | 745 | $341.4K | 0.13% | +48+6.9% | Added |
| Waterloo Capital, L.P. | 744 | $341.0K | 0.10% | −417−35.9% | Reduced |
| Riverwater Partners LLC | 741 | $339.5K | 0.30% | +741 | New |
| Winslow Capital Management, LLC | 736 | $337.2K | 0.00% | −1,446,705−99.9% | Reduced |
| Proequities, Inc. | 735 | $336.8K | 0.03% | +80+12.2% | Added |
| TCI Wealth Advisors, Inc. | 732 | $335.4K | 0.04% | +4+0.5% | Added |
| Fishman Jay A Ltd | 732 | $335.4K | 0.04% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $334.0K | 0.37% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 727 | $333.1K | 0.12% | +109+17.6% | Added |
| Johnson Bixby & Associates, LLC | 725 | $332.2K | 0.07% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 725 | $332.2K | 0.31% | +2+0.3% | Added |
| Malaga Cove Capital, LLC | 724 | $331.7K | 0.15% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 722 | $330.8K | 0.20% | 00.0% | Unchanged |
| Thomasville National Bank | 721 | $330.4K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 720 | $329.9K | 0.19% | −56−7.2% | Reduced |
| WP Advisors, LLC | 718 | $329.1K | 0.13% | −2−0.3% | Reduced |
| Tanager Wealth Management LLP | 718 | $329.0K | 0.07% | −37−4.9% | Reduced |
| Bernardo Wealth Planning LLC | 718 | $329.0K | 0.13% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 717 | $328.5K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 717 | $328.5K | 0.05% | +217+43.4% | Added |
| Ifrah Financial Services, Inc. | 715 | $327.7K | 0.10% | −14−1.9% | Reduced |
| Great Diamond Partners, LLC | 712 | $326.2K | 0.09% | +44+6.6% | Added |
| Nilsine Partners, LLC | 711 | $325.8K | 0.05% | +34+5.0% | Added |
| Legacy Financial Advisors, Inc. | 711 | $325.8K | 0.06% | +94+15.2% | Added |
| L2 Asset Management, LLC | 705 | $323.0K | 0.16% | +51+7.8% | Added |
| Diversified Investment Strategies, LLC | 704 | $322.6K | 0.24% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 702 | $321.7K | 0.03% | +23+3.4% | Added |
| Sage Mountain Advisors LLC | 702 | $321.6K | 0.05% | +140+24.9% | Added |
| Capital Investment Counsel, Inc | 700 | $320.7K | 0.06% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 670 | $319.6K | 0.27% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 693 | $317.0K | 0.00% | +134+24.0% | Added |
| Prospera Financial Services Inc | 691 | $316.8K | 0.01% | +35+5.3% | Added |
| John G Ullman & Associates Inc | 675 | $309.3K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 675 | $309.3K | 0.13% | +62+10.1% | Added |