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 |
|---|---|---|---|---|---|
| First Bank & Trust | 5,673 | $2.60M | 0.66% | +270+5.0% | Added |
| S.A. Mason LLC | 5,813 | $2.59M | 1.88% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,656 | $2.59M | 0.22% | −275−4.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,635 | $2.58M | 0.83% | −88−1.5% | Reduced |
| Compass Wealth Management LLC | 5,624 | $2.58M | 0.78% | −50−0.9% | Reduced |
| Everence Capital Management Inc | 6,130 | $2.57M | 0.21% | 00.0% | Unchanged |
| RVW Wealth, LLC | 5,606 | $2.57M | 0.30% | +30+0.5% | Added |
| Roberts Wealth Advisors, LLC | 5,578 | $2.56M | 1.12% | +117+2.1% | Added |
| Martin Capital Advisors, LLP | 5,573 | $2.55M | 2.34% | +50+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 5,412 | $2.48M | 0.05% | −6,731−55.4% | Reduced |
| Herold Advisors, Inc. | 5,354 | $2.45M | 0.75% | +240+4.7% | Added |
| Phoenix Holdings Ltd. | 5,374 | $2.45M | 0.05% | +4,863+951.7% | Added |
| MAI Capital Management | 5,303 | $2.43M | 0.04% | −205−3.7% | Reduced |
| Signaturefd, LLC | 5,264 | $2.41M | 0.06% | +341+6.9% | Added |
| Scotia Capital Inc. | 5,264 | $2.41M | 0.02% | +82+1.6% | Added |
| Bridges Investment Management Inc | 5,260 | $2.41M | 0.08% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,242 | $2.40M | 0.53% | +277+5.6% | Added |
| First Personal Financial Services | 5,233 | $2.40M | 0.60% | +234+4.7% | Added |
| CAPROCK Group, Inc. | 5,204 | $2.38M | 0.18% | +247+5.0% | Added |
| Sawtooth Solutions, LLC | 5,204 | $2.38M | 0.07% | +8+0.2% | Added |
| Telemus Capital, LLC | 5,179 | $2.37M | 0.20% | −383−6.9% | Reduced |
| PFG Advisors | 5,176 | $2.37M | 0.18% | −18−0.3% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $2.37M | 1.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,170 | $2.37M | 0.05% | +4,196+430.8% | Added |
| Turim 21 Investimentos Ltda. | 5,153 | $2.36M | 1.20% | +5,153 | New |
| Veriti Management LLC | 5,151 | $2.36M | 0.26% | −43−0.8% | Reduced |
| Harfst & Associates, Inc. | 5,093 | $2.33M | 0.62% | +197+4.0% | Added |
| Kornitzer Capital Management Inc | 5,049 | $2.31M | 0.05% | +20.0% | Added |
| Desjardins Global Asset Management Inc. | 5,048 | $2.31M | 0.27% | +411+8.9% | Added |
| Apollon Wealth Management, LLC | 5,035 | $2.31M | 0.11% | +875+21.0% | Added |
| Clear Harbor Asset Management, LLC | 5,034 | $2.31M | 0.23% | +2,005+66.2% | Added |
| Equitable Trust Co | 5,028 | $2.30M | 0.18% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 5,000 | $2.29M | 0.51% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.29M | 0.43% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 4,967 | $2.28M | 0.04% | +387+8.4% | Added |
| Legacy Advisors, LLC | 4,871 | $2.23M | 0.33% | +32+0.7% | Added |
| Meeder Advisory Services, Inc. | 4,854 | $2.22M | 0.24% | −157−3.1% | Reduced |
| Palisade Capital Management LLC | 4,850 | $2.22M | 0.06% | −60−1.2% | Reduced |
| Edgestream Partners, L.P. | 4,843 | $2.22M | 0.20% | +4,843 | New |
| E Fund Management Co., Ltd. | 4,782 | $2.19M | 0.17% | −750−13.6% | Reduced |
| Bleakley Financial Group, LLC | 4,777 | $2.19M | 0.07% | +92+2.0% | Added |
| Darwin Advisors, LLC | 4,667 | $2.16M | 0.56% | +1,008+27.5% | Added |
| Independent Solutions Wealth Management, LLC | 4,708 | $2.16M | 0.58% | −7−0.1% | Reduced |
| Pegasus Partners Ltd. | 4,695 | $2.15M | 0.32% | +107+2.3% | Added |
| Decatur Capital Management, Inc. | 4,607 | $2.11M | 1.44% | −67−1.4% | Reduced |
| Welch & Forbes LLC | 4,553 | $2.09M | 0.03% | −10.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,549 | $2.08M | 0.41% | −61−1.3% | Reduced |
| Acadian Asset Management LLC | 4,547 | $2.08M | 0.01% | +1,264+38.5% | Added |
| Hancock Whitney Corp | 4,532 | $2.08M | 0.08% | +34+0.8% | Added |
| Brasada Capital Management, LP | 4,446 | $2.04M | 0.45% | −59−1.3% | Reduced |
| Ironwood Financial, llc | 4,408 | $2.02M | 0.53% | −400−8.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,403 | $2.02M | 0.05% | −300−6.4% | Reduced |
| Ninety One SA (PTY) Ltd | 4,358 | $2.00M | 0.49% | 00.0% | Unchanged |
| Scharf Investments, LLC | 4,356 | $2.00M | 0.06% | +384+9.7% | Added |
| Biltmore Family Office, LLC | 4,345 | $1.99M | 0.42% | −1,733−28.5% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $1.99M | 0.39% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 4,335 | $1.99M | 0.27% | −6−0.1% | Reduced |
| Scott & Selber, Inc. | 4,326 | $1.98M | 0.77% | −14−0.3% | Reduced |
| Sanders Morris Harris LLC | 4,346 | $1.96M | 0.43% | +4,346 | New |
| Cloverfields Capital Group, LP | 4,272 | $1.96M | 0.63% | +225+5.6% | Added |
| Aurora Investment Counsel | 4,256 | $1.95M | 1.25% | −42−1.0% | Reduced |
| William Allan, LLC | 4,225 | $1.94M | 1.48% | +3,324+368.9% | Added |
| Freedom Day Solutions, LLC | 4,203 | $1.93M | 0.86% | −36−0.8% | Reduced |
| Berger Financial Group, Inc | 4,177 | $1.91M | 0.22% | −29−0.7% | Reduced |
| Dakota Wealth Management | 4,174 | $1.91M | 0.09% | +882+26.8% | Added |
| Cornercap Investment Counsel Inc | 4,170 | $1.91M | 0.33% | +4,170 | New |
| Empowered Funds, LLC | 4,155 | $1.90M | 0.07% | +2,715+188.5% | Added |
| EA Series Trust | 4,155 | $1.90M | 0.07% | +4,155 | New |
| Coldstream Capital Management Inc | 4,148 | $1.90M | 0.06% | −27−0.6% | Reduced |
| Brown Brothers Harriman & Co | 4,142 | $1.90M | 0.02% | −71−1.7% | Reduced |
| Evergreen Capital Management LLC | 4,116 | $1.89M | 0.08% | +167+4.2% | Added |
| Wealthsource Partners, LLC | 4,115 | $1.89M | 0.12% | −48−1.2% | Reduced |
| Novare Capital Management LLC | 4,083 | $1.87M | 0.20% | +60+1.5% | Added |
| Zions Bancorporation, N.A. | 4,064 | $1.86M | 0.16% | +2,312+132.0% | Added |
| Credential Qtrade Securities Inc. | 4,042 | $1.85M | 0.12% | −32−0.8% | Reduced |
| Sands Capital Management, LLC | 4,035 | $1.85M | 0.01% | −992,649−99.6% | Reduced |
| Eagle Asset Management Inc | 4,023 | $1.84M | 0.01% | +525+15.0% | Added |
| EP Wealth Advisors, LLC | 15,398 | $1.84M | 0.03% | −64,713−80.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.83M | 0.51% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,999 | $1.83M | 0.09% | +167+4.4% | Added |
| Buckingham Strategic Wealth, LLC | 3,974 | $1.82M | 0.03% | +248+6.7% | Added |
| Outfitter Financial LLC | 3,966 | $1.82M | 1.63% | −635−13.8% | Reduced |
| James Hambro & Partners | 3,959 | $1.81M | 0.12% | −56−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,957 | $1.81M | 0.14% | +522+15.2% | Added |
| Archford Capital Strategies, LLC | 3,702 | $1.81M | 0.34% | +159+4.5% | Added |
| Baader Bank INC | 3,955 | $1.80M | 0.16% | +3,955 | New |
| RiverPark Advisors, LLC | 3,916 | $1.79M | 1.65% | −548−12.3% | Reduced |
| Southern Capital Advisors, LLC | 3,916 | $1.79M | 1.37% | +3,305+540.9% | Added |
| Sequoia Financial Advisors, LLC | 3,902 | $1.79M | 0.03% | +117+3.1% | Added |
| Clarius Group, LLC | 3,895 | $1.78M | 0.14% | +103+2.7% | Added |
| Covenant Asset Management, LLC | 3,880 | $1.78M | 0.52% | −3,442−47.0% | Reduced |
| Chicago Partners Investment Group LLC | 3,569 | $1.78M | 0.09% | −263−6.9% | Reduced |
| Private Trust Co NA | 3,855 | $1.77M | 0.22% | +46+1.2% | Added |
| Roundview Capital LLC | 3,851 | $1.76M | 0.17% | +462+13.6% | Added |
| Altrafin AG | 3,834 | $1.76M | 0.79% | +659+20.8% | Added |
| Inlet Private Wealth, LLC | 3,828 | $1.75M | 0.44% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,816 | $1.75M | 0.48% | −15−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 3,800 | $1.74M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,800 | $1.74M | 1.12% | −500−11.6% | Reduced |
| Headlands Technologies LLC | 3,784 | $1.73M | 0.55% | +362+10.6% | Added |