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 |
|---|---|---|---|---|---|
| Bright Rock Capital Management, LLC | 15,000 | $6.87M | 1.60% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,985 | $6.87M | 0.37% | +1,778+13.5% | Added |
| Unio Capital LLC | 14,862 | $6.81M | 3.47% | −337−2.2% | Reduced |
| American Money Management, LLC | 14,700 | $6.74M | 1.68% | +170+1.2% | Added |
| Northwest & Ethical Investments L.P. | 14,637 | $6.71M | 0.21% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14,609 | $6.69M | 0.33% | −6,256−30.0% | Reduced |
| Donaldson Capital Management, LLC | 14,604 | $6.69M | 0.31% | +529+3.8% | Added |
| Avantax Advisory Services, Inc. | 14,462 | $6.63M | 0.08% | +463+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 14,290 | $6.55M | 0.22% | +85+0.6% | Added |
| Meeder Asset Management Inc | 14,264 | $6.54M | 0.48% | +419+3.0% | Added |
| LMCG Investments, LLC | 14,251 | $6.53M | 0.42% | −564−3.8% | Reduced |
| GWM Advisors LLC | 14,096 | $6.46M | 0.07% | +756+5.7% | Added |
| NewEdge Wealth, LLC | 14,093 | $6.46M | 0.22% | +5,206+58.6% | Added |
| Fulcrum Capital LLC | 14,068 | $6.45M | 1.70% | −592−4.0% | Reduced |
| Banque Cantonale Vaudoise | 14,044 | $6.43M | 0.30% | +1,319+10.4% | Added |
| Pitcairn Co | 13,971 | $6.40M | 0.54% | −1,404−9.1% | Reduced |
| Thrivent Financial for Lutherans | 13,871 | $6.36M | 0.01% | +103+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 13,818 | $6.33M | 0.60% | 00.0% | Unchanged |
| Montag A & Associates Inc | 13,808 | $6.33M | 0.39% | −95−0.7% | Reduced |
| Cyrus J. Lawrence, LLC | 13,723 | $6.29M | 1.80% | +216+1.6% | Added |
| Stonebridge Capital Management Inc | 13,713 | $6.28M | 2.93% | −1,380−9.1% | Reduced |
| New Mexico Educational Retirement Board | 13,678 | $6.27M | 0.28% | +600+4.6% | Added |
| Premier Fund Managers Ltd | 13,670 | $6.23M | 0.25% | −3,113−18.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,592 | $6.23M | 0.24% | +1,219+9.9% | Added |
| First Western Trust Bank | 13,587 | $6.23M | 0.30% | +86+0.6% | Added |
| Eagle Capital Management, LLC | 13,376 | $6.13M | 3.43% | −9−0.1% | Reduced |
| Kingfisher Capital LLC | 13,353 | $6.12M | 1.59% | −293−2.1% | Reduced |
| American National Bank | 13,294 | $6.09M | 1.02% | +1,133+9.3% | Added |
| O'Shaughnessy Asset Management, LLC | 13,039 | $5.97M | 0.09% | +1,097+9.2% | Added |
| Oak Ridge Investments LLC | 12,996 | $5.95M | 0.73% | −50−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 12,884 | $5.90M | 0.21% | +1,000+8.4% | Added |
| CWA Asset Management Group, LLC | 12,648 | $5.80M | 0.40% | +549+4.5% | Added |
| Assenagon Asset Management S.A. | 12,585 | $5.77M | 0.02% | +4,760+60.8% | Added |
| Marietta Wealth Management, LLC | 12,563 | $5.76M | 1.08% | +301+2.5% | Added |
| M. Kulyk & Associates, LLC | 12,546 | $5.75M | 1.61% | +405+3.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,452 | $5.71M | 0.14% | −18,841−60.2% | Reduced |
| Quantinno Capital Management LP | 12,446 | $5.70M | 0.33% | +7,130+134.1% | Added |
| First Hawaiian Bank | 12,432 | $5.70M | 0.19% | +176+1.4% | Added |
| Oppenheimer & Co Inc | 12,328 | $5.65M | 0.11% | −1,412−10.3% | Reduced |
| Jacobs & Co | 12,327 | $5.65M | 0.67% | −286−2.3% | Reduced |
| Lindbrook Capital, LLC | 12,322 | $5.65M | 0.60% | +565+4.8% | Added |
| Metropolitan Life Insurance Co | 12,227 | $5.60M | 0.27% | −339−2.7% | Reduced |
| Clear Street LLC | 12,200 | $5.59M | 0.13% | +12,200 | New |
| Gluskin Sheff & Assoc Inc | 12,147 | $5.57M | 0.34% | −3,103−20.3% | Reduced |
| Marshall Wace, LLP | 12,087 | $5.54M | 0.01% | −71,118−85.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,844 | $5.43M | 2.87% | −281−2.3% | Reduced |
| BTC Capital Management, Inc. | 11,756 | $5.38M | 0.58% | −345−2.9% | Reduced |
| Advisory Services Network, LLC | 11,726 | $5.37M | 0.14% | +285+2.5% | Added |
| Carmignac Gestion | 11,567 | $5.30M | 0.09% | +3,369+41.1% | Added |
| Greenland Capital Management LP | 11,541 | $5.29M | 0.76% | +9,614+498.9% | Added |
| Two Sigma Advisers, LP | 11,300 | $5.18M | 0.01% | +11,300 | New |
| HM Payson & Co | 11,273 | $5.17M | 0.12% | +11+0.1% | Added |
| Siemens Fonds Invest GmbH | 11,286 | $5.15M | 0.50% | +93+0.8% | Added |
| Twenty Acre Capital LP | 11,100 | $5.09M | 5.44% | +11,100 | New |
| Cetera Investment Advisers | 11,042 | $5.06M | 0.04% | +1,176+11.9% | Added |
| Bamco Inc | 10,991 | $5.04M | 0.01% | +775+7.6% | Added |
| TD Private Client Wealth LLC | 10,983 | $5.03M | 0.22% | −6,242−36.2% | Reduced |
| Trust Co of Virginia | 10,941 | $5.01M | 0.53% | −257−2.3% | Reduced |
| Two Point Capital Management, Inc. | 10,865 | $4.98M | 2.60% | +59+0.5% | Added |
| TownSquare Capital, LLC | 10,759 | $4.93M | 0.09% | +2,168+25.2% | Added |
| Conning Inc. | 10,638 | $4.87M | 0.16% | −1,547−12.7% | Reduced |
| Bluegrass Capital Partners LP | 10,500 | $4.81M | 5.19% | −1,000−8.7% | Reduced |
| Redmond Asset Management, LLC | 10,368 | $4.75M | 1.54% | −183−1.7% | Reduced |
| Dock Street Asset Management Inc | 10,339 | $4.74M | 0.82% | −20−0.2% | Reduced |
| FDx Advisors, Inc. | 10,331 | $4.73M | 0.26% | +5,306+105.6% | Added |
| Pathstone Family Office, LLC | 8,957 | $4.71M | 0.07% | +472+5.6% | Added |
| Dynamic Advisor Solutions LLC | 10,247 | $4.70M | 0.24% | +2,974+40.9% | Added |
| Freemont Management S.A. | 10,200 | $4.67M | 0.59% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,124 | $4.64M | 0.25% | +231+2.3% | Added |
| Raymond James Trust N.A. | 10,123 | $4.64M | 0.13% | +454+4.7% | Added |
| Tower Research Capital LLC (TRC) | 10,112 | $4.63M | 0.15% | +3,604+55.4% | Added |
| Federation des caisses Desjardins du Quebec | 10,075 | $4.62M | 0.05% | +8,938+786.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,071 | $4.61M | 0.35% | +75+0.8% | Added |
| Carderock Capital Management Inc | 10,048 | $4.60M | 1.43% | −282−2.7% | Reduced |
| Alight Capital Management LP | 10,000 | $4.58M | 1.91% | +10,000 | New |
| Advisors Asset Management, Inc. | 9,994 | $4.58M | 0.09% | +2,958+42.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 9,870 | $4.52M | 0.57% | +3,658+58.9% | Added |
| Greenleaf Trust | 9,806 | $4.49M | 0.05% | −312−3.1% | Reduced |
| Duncker Streett & Co Inc | 9,734 | $4.46M | 1.00% | +993+11.4% | Added |
| HRT Financial LP | 9,712 | $4.45M | 0.04% | +9,712 | New |
| Snowden Capital Advisors LLC | 9,606 | $4.40M | 0.16% | +5,641+142.3% | Added |
| BOK Financial Private Wealth, Inc. | 9,497 | $4.35M | 0.35% | −1,098−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,441 | $4.33M | 0.16% | −10−0.1% | Reduced |
| Flputnam Investment Management Co | 9,425 | $4.32M | 0.12% | +2,001+27.0% | Added |
| Kenfarb & Co. | 9,392 | $4.30M | 3.75% | −315−3.2% | Reduced |
| Bouvel Investment Partners, LLC | 9,342 | $4.28M | 2.34% | +225+2.5% | Added |
| FourThought Financial Partners, LLC | 9,329 | $4.27M | 0.56% | +279+3.1% | Added |
| Cape Cod Five Cents Savings Bank | 9,325 | $4.27M | 0.45% | +7,286+357.3% | Added |
| Silvercrest Asset Management Group LLC | 9,252 | $4.24M | 0.03% | +1,939+26.5% | Added |
| First Nebraska Trust Co | 9,246 | $4.24M | 0.51% | +1,390+17.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,200 | $4.22M | 2.90% | −175−1.9% | Reduced |
| Ellsworth Advisors, LLC | 9,182 | $4.21M | 1.45% | +57+0.6% | Added |
| Cullinan Associates Inc | 9,136 | $4.19M | 0.23% | −7,800−46.1% | Reduced |
| Massmutual Trust Co FSB | 9,123 | $4.18M | 0.15% | −425−4.5% | Reduced |
| Account Management LLC | 9,104 | $4.17M | 5.59% | −2,780−23.4% | Reduced |
| Legal Advantage Investments, Inc. | 9,102 | $4.17M | 2.78% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 9,079 | $4.16M | 0.91% | +846+10.3% | Added |
| Mastrapasqua Asset Management Inc | 9,076 | $4.16M | 0.47% | −97−1.1% | Reduced |
| Beacon Investment Advisors LLC | 9,068 | $4.15M | 2.84% | +36+0.4% | Added |
| Boston Financial Mangement LLC | 8,910 | $4.08M | 0.15% | −40−0.4% | Reduced |