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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, Q3 2023

Institutional positions in Intuit Inc. as of Sep 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
1,742
+91 vs. Q2 2023
Shares held
231.5M
−2.93M (−1.3%) vs. Q2 2023
Total value
$118.4B
+$11.0B (+10.2%) vs. Q2 2023
New holders
178
630 more added
Sold out
87
664 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 1,742 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 heldQ3 2023: $118.4B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2023.

Institutions holding INTU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Carmichael Hill & Associates, Inc.1$5110.00%00.0%Unchanged
GoalVest Advisory LLC1$5110.00%+1New
DHJJ Financial Advisors, Ltd.1$5110.00%+1New
Delos Wealth Advisors, LLC1$5420.00%00.0%Unchanged
Horrell Capital Management, Inc.1$1.00K0.00%+1New
True Wealth Design, LLC2$1.02K0.00%00.0%Unchanged
Bank of New Hampshire2$1.02K0.00%00.0%Unchanged
Evermay Wealth Management LLC2$1.02K0.00%+2New
WestEnd Advisors, LLC2$1.02K0.00%+2New
Financial Synergies Wealth Advisors, Inc.3$1.53K0.00%00.0%Unchanged
Perritt Capital Management Inc3$1.53K0.00%+3New
Flaharty Asset Management, LLC3$1.53K0.00%+3New
Register Financial Advisors LLC3$1.53K0.00%+3New
Centerpoint Advisors, LLC3$2.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.3$2.00K0.00%+1+50.0%Added
Sugarloaf Wealth Management, LLC4$2.04K0.00%−2−33.3%Reduced
Longfellow Investment Management Co LLC4$2.04K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC4$2.04K0.00%00.0%Unchanged
Legacy Financial Group LLC4$2.04K0.00%+4New
LGT Financial Advisors LLC4$2.04K0.00%+4New
Glass Jacobson Investment Advisors llc4$2.04K0.00%−2−33.3%Reduced
PayPay Securities Corp5$2.56K0.12%−1−16.7%Reduced
Dakota Community Bank & Trust NA5$2.56K0.02%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2.56K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC5$3.00K0.00%+5New
Colonial Trust Advisors6$3.07K0.00%−3−33.3%Reduced
Jackson, Grant Investment Advisers, Inc.6$3.07K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$3.07K0.00%+1+20.0%Added
Provenance Wealth Advisors, LLC6$3.07K0.00%+6New
PFG Private Wealth Management, LLC7$3.58K0.00%00.0%Unchanged
Gradient Investments LLC8$4.09K0.00%−1−11.1%Reduced
Bradley & Co. Private Wealth Management, LLC8$4.09K0.00%00.0%Unchanged
Mascoma Wealth Management LLC8$4.09K0.00%+8New
Founders Capital Management9$4.60K0.00%+9New
Trifecta Capital Advisors, LLC9$4.60K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC9$4.60K0.00%+5+125.0%Added
Berkshire Capital Holdings Inc10$5.11K0.00%00.0%Unchanged
JNBA Financial Advisors10$5.11K0.00%00.0%Unchanged
Sittner & Nelson, LLC11$5.62K0.00%00.0%Unchanged
West Branch Capital LLC11$5.63K0.00%00.0%Unchanged
Kozak & Associates, Inc.11$5.87K0.00%+11New
Byrne Asset Management LLC12$6.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co12$6.13K0.00%−1−7.7%Reduced
TFC Financial Management12$6.13K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC13$6.64K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$6.64K0.01%00.0%Unchanged
PFS Partners, LLC13$6.65K0.01%00.0%Unchanged
Adirondack Trust Co15$7.66K0.00%+5+50.0%Added
Tfo-TDC, LLC17$7.79K0.00%+2+13.3%Added
Tyler-Stone Wealth Management16$8.00K0.00%−18−52.9%Reduced
HHM Wealth Advisors, LLC16$8.18K0.00%−3−15.8%Reduced
Column Capital Advisors, LLC17$8.69K0.00%−2−10.5%Reduced
IAG Wealth Partners, LLC17$8.69K0.00%00.0%Unchanged
Salomon & Ludwin, LLC17$8.69K0.00%+17New
TSFG, LLC18$9.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC19$9.71K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.20$10.2K0.01%00.0%Unchanged
Independence Bank of Kentucky20$10.2K0.00%+10+100.0%Added
Stonebridge Capital Advisors LLC21$10.7K0.00%−5−19.2%Reduced
Larson Financial Group LLC21$10.7K0.00%00.0%Unchanged
RFP Financial Group LLC21$10.7K0.00%00.0%Unchanged
MCF Advisors LLC21$10.7K0.00%+9+75.0%Added
First Pacific Financial21$10.7K0.00%+21New
Nemes Rush Group LLC21$10.8K0.00%00.0%Unchanged
Avion Wealth23$11.0K0.00%+8+53.3%Added
Bollard Group LLC23$12.0K0.00%−30−56.6%Reduced
KB Financial Partners, LLC24$12.0K0.00%−18−42.9%Reduced
Dividend Assets Capital, LLC24$12.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC24$12.3K0.00%00.0%Unchanged
Wolff Wiese Magana LLC25$12.8K0.01%00.0%Unchanged
Tucker Asset Management LLC25$12.8K0.00%00.0%Unchanged
Community Bank, N.A.26$13.3K0.00%00.0%Unchanged
Rock Creek Group, LP26$13.3K0.00%+26New
Raffa Wealth Management, LLC27$13.8K0.00%00.0%Unchanged
Tortoise Investment Management, LLC27$13.8K0.00%+3+12.5%Added
Kelly Financial Services LLC27$13.8K0.01%+15+125.0%Added
Tobam27$14.0K0.00%+27New
Archer Investment Corp28$14.3K0.01%00.0%Unchanged
Hanson & Doremus Investment Management29$15.0K0.00%−2−6.5%Reduced
Capital Analysts, LLC29$15.0K0.00%+29New
Northwest Capital Management Inc31$15.8K0.01%00.0%Unchanged
Clear Street Markets LLC31$16.0K0.01%−64−67.4%Reduced
HWG Holdings LP32$16.4K0.01%−1−3.0%Reduced
Front Row Advisors LLC32$16.4K0.01%00.0%Unchanged
Bourgeon Capital Management LLC34$17.4K0.00%00.0%Unchanged
Lee Financial Co34$17.4K0.00%+20+142.9%Added
Creative Financial Designs Inc35$17.9K0.00%00.0%Unchanged
Beacon Capital Management, LLC40$18.3K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.36$18.4K0.01%00.0%Unchanged
Solstein Capital, LLC36$18.4K0.02%00.0%Unchanged
Castleview Partners, LLC37$18.9K0.02%+33+825.0%Added
Rational Advisors LLC44$20.2K0.00%00.0%Unchanged
Altshuler Shaham Ltd42$21.5K0.00%+42New
Baystate Wealth Management LLC42$21.9K0.00%−18−30.0%Reduced
Optimum Investment Advisors44$22.5K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC45$23.1K0.01%+45New
VisionPoint Advisory Group, LLC46$23.5K0.01%+18+64.3%Added
Institutional & Family Asset Management, LLC47$24.0K0.00%+3+6.8%Added
NewSquare Capital LLC49$25.0K0.00%+49New
Pflug Koory, LLC50$25.5K0.01%00.0%Unchanged