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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 8,869 | $4.06M | 0.88% | +206+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,849 | $4.05M | 0.11% | +18+0.2% | Added |
| Karani Asset Management LLC | 8,838 | $4.05M | 4.08% | +163+1.9% | Added |
| Kestra Advisory Services, LLC | 8,802 | $4.03M | 0.04% | +2,269+34.7% | Added |
| Central Trust Co | 8,797 | $4.03M | 0.11% | −843−8.7% | Reduced |
| AXS Investments LLC | 8,731 | $4.00M | 1.07% | −625−6.7% | Reduced |
| Empirical Finance, LLC | 8,630 | $3.95M | 0.31% | +953+12.4% | Added |
| Harvest Volatility Management LLC | 8,624 | $3.95M | 0.79% | −1,453−14.4% | Reduced |
| Harbour Capital Advisors, LLC | 8,750 | $3.95M | 1.17% | −9−0.1% | Reduced |
| Impax Asset Management Group plc | 8,491 | $3.89M | 0.02% | +176+2.1% | Added |
| Synovus Financial Corp | 8,439 | $3.87M | 0.04% | −574−6.4% | Reduced |
| JB Capital LLC | 8,412 | $3.85M | 0.33% | +382+4.8% | Added |
| Spire Wealth Management | 8,398 | $3.85M | 0.14% | +395+4.9% | Added |
| Charles Carroll Financial Partners, LLC | 8,307 | $3.81M | 4.85% | +4,875+142.0% | Added |
| Vinva Investment Management Ltd | 8,339 | $3.80M | 0.33% | −800−8.8% | Reduced |
| Watchman Group, Inc. | 8,292 | $3.80M | 1.88% | −466−5.3% | Reduced |
| Essex Investment Management Co LLC | 8,282 | $3.79M | 0.53% | −509−5.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 8,250 | $3.78M | 2.67% | +57+0.7% | Added |
| Iyo Bank, Ltd. | 8,183 | $3.75M | 1.94% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 8,149 | $3.73M | 0.82% | +5,500+207.6% | Added |
| Chesley Taft & Associates LLC | 8,100 | $3.71M | 0.23% | +35+0.4% | Added |
| Papp L Roy & Associates | 8,098 | $3.71M | 0.48% | +122+1.5% | Added |
| Change Path, LLC | 8,088 | $3.71M | 0.17% | +119+1.5% | Added |
| Sumitomo Life Insurance Co | 8,075 | $3.70M | 0.16% | −162−2.0% | Reduced |
| Cypress Capital Group | 8,055 | $3.69M | 0.53% | +512+6.8% | Added |
| Independent Advisor Alliance | 8,040 | $3.68M | 0.16% | −478−5.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,887 | $3.61M | 0.59% | +315+4.2% | Added |
| Parsons Capital Management Inc | 7,864 | $3.60M | 0.27% | −199−2.5% | Reduced |
| Fiduciary Trust Co | 7,835 | $3.59M | 0.06% | +1,761+29.0% | Added |
| Guardian Capital LP | 7,810 | $3.58M | 0.11% | +1,430+22.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,807 | $3.58M | 0.21% | −791−9.2% | Reduced |
| Stratos Wealth Partners, LTD. | 7,795 | $3.57M | 0.08% | +1,371+21.3% | Added |
| Logan Capital Management Inc | 7,758 | $3.55M | 0.17% | −2,987−27.8% | Reduced |
| Private Advisor Group, LLC | 7,289 | $3.54M | 0.03% | +947+14.9% | Added |
| Howe & Rusling Inc | 7,686 | $3.52M | 0.39% | +267+3.6% | Added |
| Monograph Wealth Advisors, LLC | 7,611 | $3.49M | 0.75% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,581 | $3.47M | 0.01% | +414+5.8% | Added |
| Silphium Asset Management Ltd | 7,559 | $3.46M | 1.72% | +600+8.6% | Added |
| Strategic Wealth Partners, Ltd. | 7,480 | $3.43M | 0.44% | −110−1.4% | Reduced |
| City Holding Co | 7,453 | $3.41M | 0.59% | +70+0.9% | Added |
| Nordwand Advisors, LLC | 7,394 | $3.39M | 0.58% | −507−6.4% | Reduced |
| Canal Capital Management, LLC | 7,381 | $3.38M | 0.68% | −26−0.4% | Reduced |
| Toroso Investments, LLC | 7,378 | $3.38M | 0.10% | +1,732+30.7% | Added |
| Stonegate Investment Group, LLC | 7,345 | $3.37M | 0.12% | +498+7.3% | Added |
| Ocean Capital Management, LLC | 7,236 | $3.32M | 1.49% | −177−2.4% | Reduced |
| Ergoteles LLC | 7,228 | $3.31M | 0.16% | +3,196+79.3% | Added |
| Veritable, L.P. | 7,196 | $3.30M | 0.05% | +46+0.6% | Added |
| EFG Asset Management (Americas) Corp. | 7,184 | $3.29M | 0.76% | −371−4.9% | Reduced |
| Efg Capital International Corp. | 7,184 | $3.29M | 0.76% | +7,184 | New |
| Meiji Yasuda Life Insurance Co | 6,926 | $3.17M | 0.08% | +2,140+44.7% | Added |
| First Foundation Advisors | 6,911 | $3.17M | 0.14% | −83−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 6,903 | $3.16M | 0.03% | −9−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 6,900 | $3.16M | 0.09% | +4,820+231.7% | Added |
| Empower Advisory Group, LLC | 6,844 | $3.14M | 0.01% | −1,083−13.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,832 | $3.13M | 0.11% | −43,527−86.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,818 | $3.12M | 0.39% | +2,990+78.1% | Added |
| Beacon Pointe Advisors, LLC | 6,781 | $3.11M | 0.05% | −1,760−20.6% | Reduced |
| Madison Wealth Management | 6,753 | $3.09M | 0.63% | +71+1.1% | Added |
| Maytus Capital Management, LLC | 6,750 | $3.09M | 1.52% | +6,750 | New |
| Axxcess Wealth Management, LLC | 6,748 | $3.09M | 0.22% | +1,726+34.4% | Added |
| Sirios Capital Management L P | 6,705 | $3.07M | 0.53% | −12,210−64.6% | Reduced |
| Alberta Investment Management Corp | 6,700 | $3.07M | 0.03% | +600+9.8% | Added |
| Fiera Capital Corp | 6,640 | $3.04M | 0.01% | −733−9.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,633 | $3.04M | 0.32% | +2,180+49.0% | Added |
| Atria Wealth Solutions, Inc. | 6,608 | $3.03M | 0.04% | +746+12.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,601 | $3.02M | 0.05% | −102−1.5% | Reduced |
| Motley Fool Asset Management LLC | 6,599 | $3.02M | 0.27% | +6,599 | New |
| Legacy Trust | 6,593 | $3.02M | 0.83% | +6+0.1% | Added |
| D.A. Davidson & Co. | 6,543 | $3.00M | 0.03% | +801+13.9% | Added |
| Vestcor Inc | 6,447 | $2.95M | 0.11% | +116+1.8% | Added |
| Knollwood Investment Advisory, LLC | 6,441 | $2.95M | 0.99% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,400 | $2.93M | 0.10% | +15+0.2% | Added |
| Simplex Trading, LLC | 6,396 | $2.93M | 0.12% | −52,449−89.1% | Reduced |
| Cetera Advisors LLC | 6,377 | $2.92M | 0.05% | +1,460+29.7% | Added |
| Mitchell Capital Management Co | 6,281 | $2.88M | 0.66% | −73−1.1% | Reduced |
| AdvisorShares Investments LLC | 6,276 | $2.88M | 0.82% | +1,536+32.4% | Added |
| Hyman Charles D | 6,266 | $2.87M | 0.18% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,260 | $2.87M | 0.02% | −298−4.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,221 | $2.85M | 0.56% | +346+5.9% | Added |
| Private Capital Advisors, Inc. | 6,150 | $2.82M | 0.46% | 00.0% | Unchanged |
| Andra AP-fonden | 6,100 | $2.79M | 0.07% | +6,100 | New |
| Highland Capital Management, LLC | 6,095 | $2.79M | 0.18% | +6,095 | New |
| Bank of Hawaii | 6,091 | $2.79M | 0.15% | −2,568−29.7% | Reduced |
| Liberty One Investment Management, LLC | 6,071 | $2.78M | 0.36% | +6,071 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,049 | $2.77M | 0.00% | −269−4.3% | Reduced |
| Old National Bancorp | 6,008 | $2.75M | 0.08% | −105−1.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,932 | $2.72M | 2.12% | −350−5.6% | Reduced |
| Weil Company, Inc. | 5,928 | $2.72M | 1.21% | +184+3.2% | Added |
| Thoroughbred Financial Services, LLC | 5,919 | $2.71M | 0.36% | +204+3.6% | Added |
| CWM, LLC | 5,912 | $2.71M | 0.02% | +1,371+30.2% | Added |
| GAM Holding AG | 5,854 | $2.68M | 0.19% | −6−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,830 | $2.67M | 0.50% | −140−2.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,820 | $2.67M | 0.17% | +570+10.9% | Added |
| Cohen Investment Advisors LLC | 5,802 | $2.66M | 2.14% | −448−7.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,820 | $2.65M | 1.34% | −2,110−26.6% | Reduced |
| Wambolt & Associates, LLC | 5,778 | $2.65M | 0.94% | −25−0.4% | Reduced |
| Wolverine Trading, LLC | 5,803 | $2.65M | 0.04% | −11,029−65.5% | Reduced |
| Intech Investment Management LLC | 5,691 | $2.61M | 0.03% | −855−13.1% | Reduced |
| Asset Dedication, LLC | 5,730 | $2.60M | 0.22% | +307+5.7% | Added |
| MV Capital Management, Inc. | 5,679 | $2.60M | 0.35% | +843+17.4% | Added |