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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 3,763 | $1.72M | 0.15% | +20+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,761 | $1.72M | 0.08% | +3,527+1,507.3% | Added |
| Stiles Financial Services Inc | 3,758 | $1.72M | 0.86% | −88−2.3% | Reduced |
| Mission Wealth Management, LP | 3,750 | $1.72M | 0.07% | −319−7.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $1.71M | 0.19% | +140+3.9% | Added |
| EFG Asset Management (North America) Corp. | 3,735 | $1.71M | 0.37% | −924−19.8% | Reduced |
| Dohj, LLC | 3,726 | $1.71M | 0.73% | +14+0.4% | Added |
| Clean Yield Group | 3,713 | $1.70M | 0.70% | −165−4.3% | Reduced |
| Two Sigma Investments, LP | 3,705 | $1.70M | 0.00% | +3,005+429.3% | Added |
| Willow Creek Wealth Management Inc. | 3,696 | $1.69M | 0.24% | +3+0.1% | Added |
| Harbor Capital Advisors, Inc. | 3,673 | $1.68M | 0.34% | −42−1.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,653 | $1.67M | 0.31% | +246+7.2% | Added |
| Boston Trust Walden Corp | 3,627 | $1.66M | 0.01% | −576−13.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,623 | $1.66M | 0.06% | +40+1.1% | Added |
| Neo Ivy Capital Management | 3,552 | $1.63M | 0.86% | +3,552 | New |
| Ossiam | 3,511 | $1.61M | 0.03% | −39,394−91.8% | Reduced |
| BKD Wealth Advisors, LLC | 3,508 | $1.61M | 0.05% | +3,508 | New |
| Lincoln National Corp | 3,508 | $1.61M | 0.03% | +43+1.2% | Added |
| K.J. Harrison & Partners Inc | 3,500 | $1.60M | 0.29% | +2,000+133.3% | Added |
| National Asset Management, Inc. | 3,474 | $1.59M | 0.04% | −555−13.8% | Reduced |
| Jacobi Capital Management LLC | 3,446 | $1.58M | 0.18% | +10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,418 | $1.56M | 0.06% | +2,595+315.3% | Added |
| Conway Capital Management, Inc. | 3,405 | $1.56M | 1.10% | −485−12.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,403 | $1.56M | 0.20% | −965−22.1% | Reduced |
| Advisor OS, LLC | 3,394 | $1.56M | 0.25% | +125+3.8% | Added |
| DF Dent & Co Inc | 3,379 | $1.55M | 0.02% | +325+10.6% | Added |
| Davidson Capital Management Inc. | 3,371 | $1.54M | 0.77% | +947+39.1% | Added |
| Sunbelt Securities, Inc. | 3,355 | $1.54M | 0.22% | +746+28.6% | Added |
| Boit C F David | 3,350 | $1.53M | 1.02% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 3,331 | $1.53M | 0.62% | −525−13.6% | Reduced |
| Savant Capital, LLC | 3,324 | $1.52M | 0.02% | +158+5.0% | Added |
| Cigna Investments Inc | 3,314 | $1.52M | 0.28% | −26−0.8% | Reduced |
| HB Wealth Management, LLC | 3,311 | $1.52M | 0.02% | +179+5.7% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.52M | 0.37% | 00.0% | Unchanged |
| Resonate Capital, LLC | 3,269 | $1.50M | 9.71% | −10,232−75.8% | Reduced |
| GM Advisory Group, Inc. | 3,246 | $1.49M | 0.12% | −2−0.1% | Reduced |
| Sabal Trust CO | 3,226 | $1.48M | 0.09% | +3,226 | New |
| Miracle Mile Advisors, LLC | 3,213 | $1.47M | 0.04% | −487−13.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,213 | $1.47M | 0.10% | +22+0.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,197 | $1.46M | 0.42% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,178 | $1.46M | 0.15% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,176 | $1.45M | 0.03% | −6,177−66.0% | Reduced |
| RB Capital Management, LLC | 3,171 | $1.45M | 0.45% | +16+0.5% | Added |
| Eads & Heald Wealth Management | 3,169 | $1.45M | 0.71% | −193−5.7% | Reduced |
| Panagora Asset Management Inc | 3,159 | $1.45M | 0.01% | −17−0.5% | Reduced |
| REDW Wealth LLC | 3,143 | $1.44M | 0.43% | 00.0% | Unchanged |
| WT Wealth Management | 3,127 | $1.43M | 0.59% | −134−4.1% | Reduced |
| Vista Wealth Management Group, LLC | 3,112 | $1.43M | 0.14% | +36+1.2% | Added |
| Merit Financial Group, LLC | 3,111 | $1.43M | 0.05% | +91+3.0% | Added |
| Ropes Wealth Advisors LLC | 3,084 | $1.41M | 0.23% | +213+7.4% | Added |
| Venturi Wealth Management, LLC | 3,074 | $1.41M | 0.11% | +81+2.7% | Added |
| Capital Asset Advisory Services LLC | 2,835 | $1.37M | 0.10% | +333+13.3% | Added |
| Riverpark Capital Management LLC | 2,971 | $1.36M | 2.41% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,967 | $1.36M | 0.14% | +2,478+506.7% | Added |
| HighVista Strategies LLC | 2,963 | $1.36M | 0.62% | +1,743+142.9% | Added |
| Capstone Investment Advisors, LLC | 2,956 | $1.35M | 0.04% | +2,956 | New |
| Sheaff Brock Investment Advisors, LLC | 2,938 | $1.35M | 0.13% | +4+0.1% | Added |
| Moody National Bank Trust Division | 2,920 | $1.34M | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,911 | $1.33M | 0.27% | +150+5.4% | Added |
| Signature Wealth Management Group | 2,852 | $1.31M | 0.61% | −163−5.4% | Reduced |
| Roberts Glore & Co Inc | 2,849 | $1.31M | 0.42% | −5−0.2% | Reduced |
| Elmwood Wealth Management, Inc. | 2,831 | $1.30M | 0.60% | −31−1.1% | Reduced |
| Silicon Valley Capital Partners | 2,818 | $1.29M | 0.24% | +40+1.4% | Added |
| Twin Capital Management Inc | 2,801 | $1.28M | 0.17% | −25−0.9% | Reduced |
| DFPG Investments, LLC | 2,552 | $1.28M | 0.12% | +956+59.9% | Added |
| IHT Wealth Management, LLC | 2,768 | $1.27M | 0.07% | +1,633+143.9% | Added |
| Ritholtz Wealth Management | 2,767 | $1.27M | 0.06% | +24+0.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,779 | $1.27M | 0.03% | +2,482+835.7% | Added |
| Invesco, LLC | 2,764 | $1.27M | 0.62% | +2,764 | New |
| S&CO Inc | 2,751 | $1.26M | 0.10% | +1,005+57.6% | Added |
| Vident Investment Advisory, LLC | 2,745 | $1.26M | 0.04% | −454−14.2% | Reduced |
| Avestar Capital, LLC | 2,742 | $1.26M | 0.22% | +215+8.5% | Added |
| Mather Group, LLC. | 2,729 | $1.25M | 0.02% | −180−6.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.25M | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,689 | $1.23M | 0.30% | +7+0.3% | Added |
| Checchi Capital Advisers, LLC | 2,683 | $1.23M | 0.11% | +93+3.6% | Added |
| Brighton Jones LLC | 2,682 | $1.23M | 0.06% | −30−1.1% | Reduced |
| Wedmont Private Capital | 2,523 | $1.22M | 0.13% | +478+23.4% | Added |
| DB Fitzpatrick & Co, Inc | 2,644 | $1.21M | 1.28% | −147−5.3% | Reduced |
| FSM Wealth Advisors, LLC | 2,606 | $1.21M | 0.61% | −25−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 2,625 | $1.20M | 0.21% | +825+45.8% | Added |
| Harrington Investments, INC | 2,614 | $1.20M | 0.79% | +644+32.7% | Added |
| Quadrant Capital Group LLC | 2,614 | $1.20M | 0.12% | −10.0% | Reduced |
| Cascade Investment Group, Inc. | 2,608 | $1.20M | 1.09% | −80−3.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,576 | $1.18M | 0.03% | +724+39.1% | Added |
| Verition Fund Management LLC | 2,575 | $1.18M | 0.02% | +1,005+64.0% | Added |
| Argonautica Private Wealth Management, Inc | 2,574 | $1.18M | 0.53% | −11−0.4% | Reduced |
| V-Square Quantitative Management LLC | 2,568 | $1.18M | 0.86% | +454+21.5% | Added |
| BancorpSouth Bank | 2,558 | $1.17M | 0.10% | +11+0.4% | Added |
| Monumental Financial Group Inc. | 2,554 | $1.17M | 0.79% | −69−2.6% | Reduced |
| Value Partners Investments Inc. | 2,549 | $1.17M | 0.09% | +140+5.8% | Added |
| Diversified Trust Co | 2,540 | $1.16M | 0.04% | +929+57.7% | Added |
| Sherbrooke Park Advisers LLC | 2,500 | $1.15M | 0.60% | +1,800+257.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,498 | $1.14M | 0.15% | −36−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,495 | $1.14M | 0.18% | +280+12.6% | Added |
| Horizon Investments, LLC | 2,489 | $1.14M | 0.03% | +871+53.8% | Added |
| Susquehanna Fundamental Investments, LLC | 2,480 | $1.14M | 0.04% | −11,659−82.5% | Reduced |
| Clearstead Advisors, LLC | 2,437 | $1.12M | 0.07% | −2−0.1% | Reduced |
| Peak Asset Management, LLC | 2,434 | $1.12M | 0.26% | −15−0.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,422 | $1.11M | 0.99% | +276+12.9% | Added |