Skip to main content

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
Engineers Gate Manager LP25,001$11.5M0.43%+22,751+1,011.2%Added
Allen Investment Management LLC24,969$11.4M0.17%+20,436+450.8%Added
Graham Capital Management, L.P.24,693$11.3M0.39%+24,693New
First Horizon Advisors, Inc.24,689$11.3M0.39%−21−0.1%Reduced
Alley Investment Management Company, LLC24,468$11.2M1.81%−227−0.9%Reduced
Zevenbergen Capital Investments LLC24,411$11.2M0.27%−7,000−22.3%Reduced
Parallel Advisors, LLC24,087$11.0M0.36%−1,172−4.6%Reduced
Canada Pension Plan Investment Board24,010$11.0M0.02%+23,926+28,483.3%Added
Sumitomo Mitsui Financial Group, Inc.23,992$11.0M0.35%+427+1.8%Added
HFR Wealth Management, LLC23,777$10.9M3.03%+90.0%Added
Aptus Capital Advisors, LLC23,624$10.8M0.32%−7,069−23.0%Reduced
Illinois Municipal Retirement Fund23,436$10.7M0.22%+7,781+49.7%Added
Securian Asset Management, Inc23,366$10.7M0.27%−235−1.0%Reduced
Cubist Systematic Strategies, LLC23,352$10.7M0.12%+23,352New
Elo Mutual Pension Insurance Co23,087$10.6M0.31%+1,777+8.3%Added
Tudor Investment Corp Et Al22,939$10.5M0.17%+15,871+224.5%Added
Patten & Patten Inc22,895$10.5M0.87%−136−0.6%Reduced
Liberty Capital Management, Inc.22,824$10.5M3.14%+136+0.6%Added
Summit Global Investments22,616$10.4M0.69%+2,515+12.5%Added
Manchester Global Management (UK) Ltd22,600$10.4M4.20%+4,300+23.5%Added
Kentucky Retirement Systems22,557$10.3M0.35%+345+1.6%Added
Boston Private Wealth LLC22,168$10.2M0.18%−814−3.5%Reduced
Steel Peak Wealth Management LLC22,134$10.1M0.61%+633+2.9%Added
Thematics Asset Management21,897$10.0M0.48%+1,704+8.4%Added
Oregon Public Employees Retirement Fund21,820$10.0M0.12%+30+0.1%Added
Cetera Advisor Networks LLC21,734$9.96M0.07%+1,109+5.4%Added
Mercer Global Advisors Inc21,666$9.93M0.04%+10,414+92.6%Added
Pragma Gestao de Patrimonio Ltd21,500$9.85M6.13%+6,500+43.3%Added
Ethic Inc.21,124$9.68M0.36%+1,543+7.9%Added
Azimuth Capital Investment Management LLC20,962$9.60M0.46%−13,019−38.3%Reduced
Maryland State Retirement & Pension System20,870$9.56M0.20%−947−4.3%Reduced
Lido Advisors, LLC20,723$9.50M0.11%+2,086+11.2%Added
Cambridge Investment Research Advisors, Inc.20,681$9.48M0.04%+7,332+54.9%Added
Anderson Hoagland & Co20,620$9.45M1.21%+29+0.1%Added
Cohen Klingenstein LLC20,600$9.44M0.41%00.0%Unchanged
Bailard, Inc.20,575$9.43M0.33%+6,881+50.2%Added
First Long Island Investors, LLC20,400$9.35M0.90%+1,300+6.8%Added
Trust Co of Vermont20,357$9.33M0.61%+3,638+21.8%Added
Arcadia Investment Management Corp20,331$9.32M1.89%−818−3.9%Reduced
GHP Investment Advisors, Inc.18,490$9.20M0.54%−798−4.1%Reduced
Headinvest, LLC18,459$9.19M1.98%−343−1.8%Reduced
Sawgrass Asset Management LLC20,010$9.17M1.13%+4,955+32.9%Added
iA Global Asset Management Inc.19,923$9.13M0.24%+19,923New
Northwestern Mutual Wealth Management Co19,739$9.04M0.01%+1,405+7.7%Added
Hartford Investment Management Co19,681$9.02M0.34%−3,979−16.8%Reduced
Hantz Financial Services, Inc.19,647$9.00M0.23%+3,227+19.7%Added
Bokf, NA19,407$8.89M0.18%−11,305−36.8%Reduced
Bessemer Group Inc19,410$8.89M0.02%−146−0.7%Reduced
XXEC, Inc.19,205$8.80M6.72%−275−1.4%Reduced
Central Bank & Trust Co19,182$8.79M1.49%−26−0.1%Reduced
Natixis19,168$8.78M0.07%+16,309+570.4%Added
Atalanta Sosnoff Capital, LLC19,011$8.71M0.24%+3,091+19.4%Added
Texas Capital Bank Wealth Management Services Inc18,953$8.68M0.93%−489−2.5%Reduced
Ithaka Group LLC18,855$8.64M1.80%+2,468+15.1%Added
Amica Mutual Insurance Co18,803$8.62M0.97%−1,635−8.0%Reduced
Madison Asset Management, LLC18,746$8.59M0.13%+95+0.5%Added
Sara-Bay Financial18,725$8.58M4.17%−81−0.4%Reduced
Advisory Research Inc18,457$8.46M1.08%−515−2.7%Reduced
Cullen/Frost Bankers, Inc.18,327$8.40M0.14%−866−4.5%Reduced
Varma Mutual Pension Insurance Co18,181$8.33M0.10%−1,206−6.2%Reduced
JustInvest LLC18,071$8.28M0.25%+2,318+14.7%Added
Profund Advisors LLC17,729$8.12M0.44%+2,162+13.9%Added
Peapack Gladstone Financial Corp17,717$8.12M0.14%+22+0.1%Added
Overbrook Management Corp17,717$8.12M1.93%+17,717New
Financial Counselors Inc17,707$8.11M0.16%−689−3.7%Reduced
Motco17,660$8.09M0.53%+207+1.2%Added
L & S Advisors Inc17,577$8.05M1.07%−8,608−32.9%Reduced
Centre Asset Management, LLC17,535$8.03M1.78%+17,535New
Crossmark Global Holdings, Inc.15,614$7.99M0.17%−307−1.9%Reduced
LGT Group Foundation17,274$7.91M0.19%+19+0.1%Added
McKinley Carter Wealth Services, Inc.17,196$7.88M0.59%−154−0.9%Reduced
ClariVest Asset Management LLC17,066$7.82M0.39%−3,110−15.4%Reduced
Cornerstone Advisors, LLC17,000$7.79M0.37%−4,000−19.0%Reduced
Huntington National Bank16,969$7.78M0.07%+789+4.9%Added
Power Corp of Canada16,891$7.74M0.80%−1,892−10.1%Reduced
Tocqueville Asset Management L.P.16,810$7.70M0.14%−1,135−6.3%Reduced
Evexia Wealth LLC15,502$7.70M3.70%+101+0.7%Added
Tenere Capital LLC16,600$7.61M3.73%+3,180+23.7%Added
Coronation Fund Managers Ltd.16,553$7.58M0.20%−4,515−21.4%Reduced
Comerica Securities,inc.16,519$7.57M0.52%+15,734+2,004.3%Added
Addenda Capital Inc.16,515$7.57M0.32%−896−5.1%Reduced
Citizens Financial Group Inc16,374$7.50M0.27%−1,555−8.7%Reduced
Prudential PLC16,352$7.49M0.09%−2,254−12.1%Reduced
Sheets Smith Wealth Management15,997$7.33M1.07%00.0%Unchanged
ExodusPoint Capital Management, LP15,987$7.33M0.09%+15,987New
Ieq Capital, LLC15,921$7.29M0.15%+376+2.4%Added
Glenmede Trust Co NA16,323$7.28M0.04%00.0%Unchanged
Advisor Partners II, LLC15,751$7.22M0.34%+469+3.1%Added
Ferguson Wellman Capital Management, Inc15,403$7.06M0.17%−10.0%Reduced
Stephens Inc15,371$7.04M0.13%+226+1.5%Added
Credit Agricole S A15,278$7.00M0.23%+780+5.4%Added
Connor, Clark & Lunn Investment Management Ltd.15,274$7.00M0.03%+15,274New
Elk River Wealth Management, LLC15,241$6.98M1.50%−388−2.5%Reduced
McKinley Capital Management LLC /Delaware15,231$6.98M0.93%−1,672−9.9%Reduced
Holocene Advisors, LP15,197$6.96M0.03%−810,568−98.2%Reduced
Calamos Wealth Management LLC15,191$6.96M0.51%−4,775−23.9%Reduced
Broadleaf Partners, LLC15,106$6.92M2.26%+5,618+59.2%Added
Chartwell Investment Partners, LLC15,102$6.92M0.25%−15−0.1%Reduced
TD Waterhouse Canada Inc.14,002$6.90M0.07%+702+5.3%Added
SYSTM Wealth Solutions LLC15,022$6.88M0.93%+1,689+12.7%Added