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 |
|---|---|---|---|---|---|
| State of Wyoming | 507 | $232.3K | 0.07% | +507 | New |
| Ascent Group, LLC | 462 | $231.4K | 0.03% | −26−5.3% | Reduced |
| Covenant Partners, LLC | 504 | $230.9K | 0.08% | +504 | New |
| Echo45 Advisors LLC | 503 | $230.5K | 0.19% | +7+1.4% | Added |
| Gyroscope Capital Management Group, LLC | 501 | $229.6K | 0.05% | −99−16.5% | Reduced |
| Baker Avenue Asset Management, LP | 500 | $229.3K | 0.01% | −3−0.6% | Reduced |
| Vantage Consulting Group Inc | 500 | $229.1K | 0.13% | −75−13.0% | Reduced |
| Syntax Advisors, LLC | 500 | $229.1K | 0.18% | −75−13.0% | Reduced |
| Reinhart Partners, Inc. | 500 | $229.1K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $229.1K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $229.1K | 0.07% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $229.0K | 0.17% | 00.0% | Unchanged |
| Eagle Strategies LLC | 499 | $228.7K | 0.06% | +1+0.2% | Added |
| Wealth Management Partners, LLC | 499 | $228.6K | 0.14% | +499 | New |
| Clarus Wealth Advisors | 509 | $228.3K | 0.14% | −55−9.8% | Reduced |
| Hollencrest Capital Management | 497 | $227.8K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 497 | $227.7K | 0.22% | −274−35.5% | Reduced |
| Sandhill Capital Partners LLC | 497 | $227.7K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 497 | $227.7K | 0.02% | +3+0.6% | Added |
| West Coast Financial LLC | 495 | $227.3K | 0.03% | 00.0% | Unchanged |
| Concentrum Wealth Management | 495 | $226.8K | 0.15% | −109−18.0% | Reduced |
| Synergy Financial Group, LTD | 495 | $226.8K | 0.31% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 454 | $226.0K | 0.05% | +454 | New |
| Natixis Investment Managers International | 492 | $225.4K | 0.02% | −30−5.7% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $224.6K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 490 | $224.5K | 0.05% | −20−3.9% | Reduced |
| Glassman Wealth Services | 489 | $224.1K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Corp | 487 | $223.0K | 0.10% | +487 | New |
| Walkner Condon Financial Advisors LLC | 485 | $222.2K | 0.06% | +7+1.5% | Added |
| Bremer Bank National Association | 484 | $221.8K | 0.04% | +20+4.3% | Added |
| Sage Rhino Capital LLC | 478 | $219.0K | 0.06% | −27−5.3% | Reduced |
| Venture Visionary Partners LLC | 478 | $219.0K | 0.01% | +478 | New |
| SageView Advisory Group, LLC | 472 | $216.3K | 0.01% | +472 | New |
| McLean Asset Management Corp | 471 | $215.6K | 0.08% | −1−0.2% | Reduced |
| Tennessee Valley Asset Management Partners | 470 | $215.4K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 467 | $214.0K | 0.02% | −112−19.3% | Reduced |
| Sandy Spring Bank | 466 | $213.5K | 0.01% | −12−2.5% | Reduced |
| Connecticut Wealth Management, LLC | 465 | $213.1K | 0.01% | +465 | New |
| Sepio Capital, LP | 465 | $213.1K | 0.02% | +465 | New |
| 180 Wealth Advisors, LLC | 471 | $212.7K | 0.05% | −22−4.5% | Reduced |
| Concord Asset Management, LLC | 464 | $212.6K | 0.07% | +464 | New |
| Graves-Light Private Wealth Management, Inc. | 462 | $211.7K | 0.03% | +462 | New |
| CVA Family Office, LLC | 458 | $209.9K | 0.04% | +13+2.9% | Added |
| Fort Sheridan Advisors LLC | 457 | $209.4K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 456 | $208.9K | 0.04% | +456 | New |
| Live Oak Private Wealth LLC | 454 | $208.0K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $208.0K | 0.21% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 454 | $208.0K | 0.03% | +454 | New |
| Ewa, LLC | 453 | $207.6K | 0.14% | −24−5.0% | Reduced |
| Goldstein Advisors, LLC | 451 | $206.4K | 0.04% | −91−16.8% | Reduced |
| Matrix Asset Advisors Inc | 450 | $206.2K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 449 | $205.7K | 0.02% | −197−30.5% | Reduced |
| McClarren Financial Advisors, Inc. | 449 | $205.0K | 0.17% | −1−0.2% | Reduced |
| Oxbow Advisors, LLC | 447 | $204.8K | 0.03% | +447 | New |
| Deuterium Capital Management, LLC | 446 | $204.4K | 0.29% | +446 | New |
| Principal Street Partners, LLC | 442 | $202.5K | 0.05% | −18−3.9% | Reduced |
| West Family Investments, Inc. | 441 | $202.1K | 0.08% | +441 | New |
| Ironwood Investment Counsel, LLC | 439 | $201.6K | 0.05% | +439 | New |
| Yorktown Management & Research Co Inc | 439 | $201.1K | 0.22% | +439 | New |
| CV Advisors LLC | 439 | $201.1K | 0.16% | +439 | New |
| Industrial Alliance Investment Management Inc. | 430 | $197.0K | 0.10% | −21,462−98.0% | Reduced |
| Atticus Wealth Management, LLC | 430 | $196.9K | 0.07% | −5−1.1% | Reduced |
| Hall Laurie J Trustee | 426 | $196.0K | 0.08% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 416 | $190.7K | 0.10% | +416 | New |
| Acropolis Investment Management, LLC | 404 | $185.1K | 0.01% | +404 | New |
| EverSource Wealth Advisors, LLC | 402 | $184.2K | 0.02% | −224−35.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 400 | $183.3K | 0.08% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 398 | $182.0K | 0.12% | −35−8.1% | Reduced |
| Hillsdale Investment Management Inc. | 396 | $181.4K | 0.02% | +200+102.0% | Added |
| FinTrust Capital Advisors, LLC | 445 | $173.2K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 374 | $171.4K | 0.19% | +374 | New |
| Pinnacle Bancorp, Inc. | 369 | $169.1K | 0.06% | +84+29.5% | Added |
| Ronald Blue Trust, Inc. | 381 | $169.0K | 0.00% | −680−64.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 359 | $164.5K | 0.02% | +4+1.1% | Added |
| Farther Finance Advisors, LLC | 355 | $162.7K | 0.04% | +49+16.0% | Added |
| Newbridge Financial Services Group, Inc. | 349 | $160.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 332 | $152.1K | 0.02% | −295−47.0% | Reduced |
| Strengthening Families & Communities, LLC | 327 | $150.0K | 0.07% | +274+517.0% | Added |
| Sound Income Strategies, LLC | 324 | $148.5K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 316 | $144.8K | 0.04% | +231+271.8% | Added |
| Covestor Ltd | 314 | $144.0K | 0.11% | −2−0.6% | Reduced |
| Riverview Trust Co | 313 | $143.4K | 0.13% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 309 | $141.4K | 0.02% | +1+0.3% | Added |
| AM Squared Ltd | 300 | $137.5K | 0.16% | +100+50.0% | Added |
| Harbour Investments, Inc. | 294 | $134.7K | 0.01% | −67−18.6% | Reduced |
| Western Pacific Wealth Management, LP | 274 | $125.5K | 0.10% | −10−3.5% | Reduced |
| DT Investment Partners, LLC | 246 | $125.1K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 266 | $121.9K | 0.07% | +266 | New |
| West Tower Group, LLC | 256 | $117.3K | 0.08% | +256 | New |
| Jones Financial Companies LLLP | 250 | $114.5K | 0.00% | +31+14.2% | Added |
| Close Asset Management Ltd | 229 | $105.0K | 0.00% | −20−8.0% | Reduced |
| Delta Asset Management LLC | 228 | $104.5K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 222 | $101.7K | 0.07% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 213 | $97.6K | 0.01% | −63−22.8% | Reduced |
| Hexagon Capital Partners LLC | 207 | $94.8K | 0.03% | −20−8.8% | Reduced |
| Islay Capital Management, LLC | 205 | $93.9K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 203 | $93.0K | 0.01% | +86+73.5% | Added |
| Private Ocean, LLC | 201 | $92.1K | 0.01% | +196+3,920.0% | Added |
| Versant Capital Management, Inc | 199 | $91.2K | 0.03% | −6−2.9% | Reduced |
| Birch Capital Management, LLC | 197 | $90.3K | 0.05% | 00.0% | Unchanged |