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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 675 | $309.1K | 0.01% | −39−5.5% | Reduced |
| St. Louis Trust Co | 674 | $308.8K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 671 | $307.4K | 0.03% | −117−14.8% | Reduced |
| Glen Eagle Advisors, LLC | 669 | $306.1K | 0.07% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 665 | $304.7K | 0.14% | +95+16.7% | Added |
| Heritage Trust Co | 663 | $303.8K | 0.04% | +663 | New |
| Gilbert & Cook, Inc. | 662 | $303.3K | 0.05% | −318−32.4% | Reduced |
| Prestige Wealth Management Group LLC | 657 | $301.0K | 0.07% | −20−3.0% | Reduced |
| Coastline Trust Co | 656 | $300.6K | 0.04% | −47−6.7% | Reduced |
| Triad Investment Management | 656 | $300.6K | 0.42% | 00.0% | Unchanged |
| True North Advisors, LLC | 652 | $298.8K | 0.08% | +652 | New |
| Camden National Bank | 644 | $295.1K | 0.06% | −5−0.8% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $293.2K | 0.29% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 638 | $292.3K | 0.16% | +78+13.9% | Added |
| Warren Averett Asset Management, LLC | 636 | $291.4K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 634 | $290.5K | 0.02% | +634 | New |
| Corundum Group, Inc. | 633 | $290.0K | 0.14% | +1+0.2% | Added |
| W.H. Cornerstone Investments Inc. | 633 | $290.0K | 0.26% | +25+4.1% | Added |
| Southeast Asset Advisors Inc. | 632 | $289.6K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 630 | $288.7K | 0.11% | +67+11.9% | Added |
| Somerville Kurt F | 630 | $288.7K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 624 | $285.9K | 0.08% | −13−2.0% | Reduced |
| Tranquility Partners, LLC | 624 | $285.9K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 622 | $285.4K | 0.03% | +622 | New |
| Bragg Financial Advisors, Inc | 620 | $284.1K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 620 | $284.1K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 619 | $284.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 619 | $283.8K | 0.02% | −55−8.2% | Reduced |
| Financial Architects, Inc | 619 | $283.6K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 619 | $283.6K | 0.04% | −199−24.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 618 | $283.5K | 0.01% | −4−0.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 617 | $282.8K | 0.07% | −5−0.8% | Reduced |
| South State Corp. | 613 | $280.9K | 0.03% | −82−11.8% | Reduced |
| Marcum Wealth, LLC | 613 | $280.9K | 0.03% | −905−59.6% | Reduced |
| Loomis Sayles & Co L P | 612 | $280.0K | 0.00% | +148+31.9% | Added |
| Nelson Capital Management, LLC | 611 | $280.0K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 609 | $279.1K | 0.06% | +158+35.0% | Added |
| TCTC Holdings, LLC | 609 | $279.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 606 | $277.7K | 0.01% | −668−52.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 605 | $277.2K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 30,538 | $276.3K | 0.04% | +20.0% | Added |
| Crescent Sterling, Ltd. | 603 | $276.3K | 0.26% | +72+13.6% | Added |
| Prelude Capital Management, LLC | 601 | $275.4K | 0.02% | −233−27.9% | Reduced |
| Resources Management Corp | 600 | $275.0K | 0.04% | −247,830−99.8% | Reduced |
| Westwood Management Corp | 600 | $275.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $275.0K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $275.0K | 0.17% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 600 | $275.0K | 0.25% | +600 | New |
| Newman Dignan & Sheerar, Inc. | 600 | $274.9K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $274.9K | 0.12% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $274.9K | 0.12% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 595 | $272.6K | 0.09% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 594 | $272.2K | 0.00% | −677−53.3% | Reduced |
| Hartline Investment Corp | 594 | $272.2K | 0.05% | +594 | New |
| Berkshire Bank | 594 | $272.2K | 0.08% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 593 | $271.7K | 0.03% | +6+1.0% | Added |
| Jacobsen Capital Management | 593 | $271.7K | 0.14% | +42+7.6% | Added |
| RHS Financial, LLC | 585 | $268.0K | 0.20% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 584 | $267.6K | 0.04% | +584 | New |
| Cedar Mountain Advisors, LLC | 581 | $266.4K | 0.08% | +1+0.2% | Added |
| LWMG, LLC | 581 | $266.2K | 0.07% | −92−13.7% | Reduced |
| Capital Advisors, Ltd. LLC | 581 | $266.0K | 0.04% | +27+4.9% | Added |
| Wealthcare Advisory Partners LLC | 578 | $264.9K | 0.01% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 577 | $264.4K | 0.03% | +2+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 575 | $263.5K | 0.01% | −31−5.1% | Reduced |
| New England Research & Management, Inc. | 575 | $263.0K | 0.15% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 572 | $262.3K | 0.07% | +10+1.8% | Added |
| Perennial Investment Advisors, LLC | 572 | $262.1K | 0.05% | +572 | New |
| Accurate Wealth Management, LLC | 540 | $261.0K | 0.08% | +540 | New |
| Cedar Brook Financial Partners, LLC | 567 | $259.8K | 0.06% | −67−10.6% | Reduced |
| Gradient Capital Advisors, LLC | 562 | $257.5K | 0.10% | +2+0.4% | Added |
| ISAM Funds (UK) Ltd | 560 | $256.6K | 0.23% | +560 | New |
| Csenge Advisory Group | 558 | $255.7K | 0.02% | +558 | New |
| Simmons Bank | 556 | $254.8K | 0.02% | +556 | New |
| Ethos Financial Group, LLC | 570 | $254.1K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 554 | $254.1K | 0.03% | −547−49.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 554 | $253.8K | 0.06% | +9+1.7% | Added |
| StoneX Group Inc. | 551 | $252.3K | 0.03% | −213−27.9% | Reduced |
| Vigilare Wealth Management | 547 | $250.6K | 0.14% | −55−9.1% | Reduced |
| Peterson Wealth Management | 547 | $250.6K | 0.20% | −6−1.1% | Reduced |
| BIP Wealth, LLC | 545 | $249.7K | 0.02% | +545 | New |
| Ameritas Advisory Services, LLC | 548 | $245.4K | 0.03% | +5+0.9% | Added |
| Vise Technologies, Inc. | 535 | $245.1K | 0.06% | −3−0.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 533 | $244.2K | 0.18% | +3+0.6% | Added |
| Grandfield & Dodd, LLC | 531 | $243.3K | 0.02% | −192−26.6% | Reduced |
| Keating Investment Counselors Inc | 530 | $242.8K | 0.09% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 502 | $241.6K | 0.09% | +502 | New |
| Intelligence Driven Advisers, LLC | 533 | $240.8K | 0.04% | −61−10.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 522 | $239.2K | 0.16% | +522 | New |
| D. E. Shaw & Co., Inc. | 521 | $238.7K | 0.00% | −5,214−90.9% | Reduced |
| XML Financial, LLC | 520 | $238.3K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 518 | $237.4K | 0.04% | +518 | New |
| Founders Financial Alliance, LLC | 517 | $236.7K | 0.09% | +517 | New |
| ICA Group Wealth Management, LLC | 515 | $236.1K | 0.06% | +152+41.9% | Added |
| Ted Buchan & Co | 515 | $236.0K | 0.18% | +515 | New |
| Tufton Capital Management | 515 | $236.0K | 0.05% | −325−38.7% | Reduced |
| Essex Savings Bank | 515 | $236.0K | 0.08% | +515 | New |
| Carr Financial Group Corp | 513 | $235.1K | 0.09% | +12+2.4% | Added |
| Paloma Partners Management Co | 511 | $234.1K | 0.05% | +511 | New |
| Carlson Capital Management | 510 | $233.7K | 0.01% | +510 | New |