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Livermore
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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.

Institutional holdersQ2 2023: 1,668 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ2 2023: $107.8B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2023.

Institutions holding INTU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
United Community Bank195$89.3K0.08%+40+25.8%Added
SkyView Investment Advisors, LLC98$86.0K0.02%−15−13.3%Reduced
Farmers & Merchants Investments Inc185$84.8K0.00%00.0%Unchanged
Salem Investment Counselors Inc180$82.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.176$81.0K0.01%−1−0.6%Reduced
Fiduciary Alliance LLC175$80.2K0.02%+175New
Bell Investment Advisors, Inc174$79.7K0.02%+4+2.4%Added
Resurgent Financial Advisors LLC174$79.7K0.05%+5+3.0%Added
Johnson Financial Group, Inc.172$78.8K0.01%00.0%Unchanged
Core Alternative Capital171$78.4K0.01%00.0%Unchanged
Atlas Capital Advisors LLC168$77.0K0.01%−8−4.5%Reduced
Washington Trust Co166$76.1K0.00%+14+9.2%Added
BDO Wealth Advisors, LLC163$74.6K0.01%+22+15.6%Added
Farmers & Merchants Trust Co of Chambersburg PA162$74.0K0.05%+12+8.0%Added
Deseret Mutual Benefit Administrators158$72.4K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC157$72.1K0.01%−265−62.8%Reduced
Avalon Trust Co157$71.9K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC155$71.0K0.00%−3−1.9%Reduced
Valley National Advisers Inc151$70.0K0.01%+5+3.4%Added
Lumature Wealth Partners, LLC147$67.4K0.04%−1−0.7%Reduced
St Germain D J Co Inc144$66.0K0.00%+144New
Highline Wealth Partners LLC139$63.5K0.04%+1+0.7%Added
Princeton Global Asset Management LLC138$63.0K0.02%+1+0.7%Added
Activest Wealth Management133$60.1K0.04%+73+121.7%Added
Global Financial Private Client, LLC129$58.3K0.03%00.0%Unchanged
Washington Trust Advisors, Inc.122$56.0K0.01%−198−61.9%Reduced
Annapolis Financial Services, LLC120$55.0K0.02%+120New
Center for Financial Planning, Inc.115$52.7K0.01%00.0%Unchanged
First Manhattan Co115$52.7K0.00%−13−10.2%Reduced
Taikang Asset Management (Hong Kong) Co Ltd14,186$50.9K1.52%−15,276−51.8%Reduced
Wunderlich Capital Managemnt109$50.0K0.02%+109New
West Paces Advisors Inc.107$49.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC107$49.0K0.02%+107New
Piscataqua Savings Bank107$49.0K0.04%00.0%Unchanged
McIlrath & Eck, LLC106$48.7K0.01%−5−4.5%Reduced
Abound Wealth Management104$47.8K0.02%+19+22.4%Added
Sutton Wealth Advisors Inc.104$47.7K0.02%−2−1.9%Reduced
GW&K Investment Management, LLC101$46.0K0.00%+100+10,000.0%Added
DecisionPoint Financial, LLC100$45.8K0.02%−50−33.3%Reduced
Addison Advisors LLC100$45.8K0.02%00.0%Unchanged
MRP Capital Investments, LLC100$45.8K0.04%00.0%Unchanged
Cambridge Trust Co98$44.9K0.00%−33−25.2%Reduced
Clear Street Markets LLC95$44.0K0.02%+88+1,257.1%Added
First Financial Corp96$44.0K0.03%+10+11.6%Added
Ridgewood Investments LLC95$43.5K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC93$42.6K0.00%00.0%Unchanged
Paladin Advisory Group, LLC90$41.2K0.03%00.0%Unchanged
Toth Financial Advisory Corp90$41.1K0.01%−10−10.0%Reduced
Laurel Wealth Advisors LLC89$40.8K0.01%00.0%Unchanged
ORG Partners LLC86$39.1K0.01%+86New
SOA Wealth Advisors, LLC.84$38.5K0.01%−35−29.4%Reduced
O'Dell Group, LLC80$36.7K0.01%+80New
Key Financial Inc80$36.7K0.01%+39+95.1%Added
Pacifica Partners Inc.80$36.6K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC77$35.5K0.01%+32+71.1%Added
WealthPLAN Partners, LLC77$35.3K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC75$34.4K0.01%00.0%Unchanged
Eagle Bay Advisors LLC75$34.3K0.02%−56−42.7%Reduced
Vigilant Capital Management, LLC75$34.0K0.00%−90−54.5%Reduced
Tradition Wealth Management, LLC66$30.0K0.00%+6+10.0%Added
Barrett & Company, Inc.65$29.9K0.02%00.0%Unchanged
Atwood & Palmer Inc65$29.8K0.00%00.0%Unchanged
Albion Financial Group65$29.8K0.00%+15+30.0%Added
Baystate Wealth Management LLC60$27.8K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC60$27.5K0.01%00.0%Unchanged
Bogart Wealth, LLC55$25.2K0.00%−16−22.5%Reduced
Stephenson National Bank & Trust55$25.2K0.01%00.0%Unchanged
Bangor Savings Bank54$24.7K0.00%00.0%Unchanged
Bollard Group LLC53$24.0K0.00%+30+130.4%Added
Raleigh Capital Management Inc.51$23.5K0.01%−7−12.1%Reduced
City State Bank50$23.0K0.01%00.0%Unchanged
Pflug Koory, LLC50$22.9K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC50$22.9K0.01%00.0%Unchanged
Optimum Investment Advisors44$20.2K0.01%00.0%Unchanged
Rational Advisors LLC44$20.2K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC44$20.2K0.00%+44New
KB Financial Partners, LLC42$19.0K0.01%−351−89.3%Reduced
Okabena Investment Services Inc41$18.8K0.01%+41New
Buck Wealth Strategies, LLC40$18.4K0.01%+32+400.0%Added
Beacon Capital Management, LLC40$18.3K0.00%+40New
Steward Financial Group LLC40$18.0K0.01%+40New
Grayhawk Investment Strategies Inc.36$16.5K0.01%00.0%Unchanged
Solstein Capital, LLC36$16.5K0.01%00.0%Unchanged
Creative Financial Designs Inc35$16.0K0.00%+19+118.8%Added
Tyler-Stone Wealth Management34$16.0K0.01%+34New
Bourgeon Capital Management LLC34$15.6K0.00%00.0%Unchanged
HWG Holdings LP33$15.1K0.01%00.0%Unchanged
Coastal Capital Group, Inc.33$15.1K0.00%00.0%Unchanged
Front Row Advisors LLC32$15.0K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A32$14.7K0.01%+32New
Northwest Capital Management Inc31$14.2K0.01%+31New
Hanson & Doremus Investment Management31$14.0K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC28$12.8K0.01%+28New
Archer Investment Corp28$12.8K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$12.4K0.00%00.0%Unchanged
Aspire Private Capital, LLC27$12.4K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC26$11.9K0.00%00.0%Unchanged
Community Bank, N.A.26$11.9K0.00%00.0%Unchanged
Tucker Asset Management LLC25$11.5K0.00%−26−51.0%Reduced
Wolff Wiese Magana LLC25$11.5K0.01%00.0%Unchanged