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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jag Capital Management, LLC | 3,306 | $1.69M | 0.20% | +1,171+54.8% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.69M | 0.43% | 00.0% | Unchanged |
| Sabal Trust CO | 3,324 | $1.70M | 0.11% | +98+3.0% | Added |
| Davidson Capital Management Inc. | 3,357 | $1.72M | 0.85% | −14−0.4% | Reduced |
| Vident Advisory, LLC | 3,379 | $1.73M | 0.05% | +3,379 | New |
| Sunbelt Securities, Inc. | 3,391 | $1.73M | 0.24% | +36+1.1% | Added |
| Jacobi Capital Management LLC | 3,432 | $1.75M | 0.20% | −14−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,465 | $1.77M | 0.22% | +967+38.7% | Added |
| RiverPark Advisors, LLC | 3,486 | $1.78M | 1.61% | −430−11.0% | Reduced |
| Camden Capital, LLC | 3,488 | $1.78M | 0.21% | +2,380+214.8% | Added |
| Boit C F David | 3,450 | $1.79M | 1.22% | +100+3.0% | Added |
| BKD Wealth Advisors, LLC | 3,511 | $1.79M | 0.05% | +3+0.1% | Added |
| Capital Asset Advisory Services LLC | 3,329 | $1.80M | 0.12% | +494+17.4% | Added |
| Aigen Investment Management, LP | 3,543 | $1.81M | 0.34% | +3,543 | New |
| Elevatus Welath Management | 3,547 | $1.81M | 1.64% | +3,547 | New |
| Advisor OS, LLC | 3,569 | $1.82M | 0.27% | +175+5.2% | Added |
| EFG Asset Management (North America) Corp. | 3,596 | $1.84M | 0.44% | −139−3.7% | Reduced |
| Novare Capital Management LLC | 3,598 | $1.84M | 0.21% | −485−11.9% | Reduced |
| Stiles Financial Services Inc | 3,613 | $1.85M | 0.96% | −145−3.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,631 | $1.86M | 0.16% | +2,709+293.8% | Added |
| Mission Wealth Management, LP | 3,654 | $1.87M | 0.07% | −96−2.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,658 | $1.87M | 0.40% | −15−0.4% | Reduced |
| Fairfield, Bush & Co. | 3,664 | $1.87M | 1.22% | −152−4.0% | Reduced |
| Conway Capital Management, Inc. | 3,675 | $1.88M | 1.37% | +270+7.9% | Added |
| Boston Trust Walden Corp | 3,683 | $1.88M | 0.02% | +56+1.5% | Added |
| Willow Creek Wealth Management Inc. | 3,690 | $1.89M | 0.28% | −6−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,706 | $1.89M | 0.07% | +83+2.3% | Added |
| Two Sigma Investments, LP | 3,719 | $1.90M | 0.01% | +14+0.4% | Added |
| Archford Capital Strategies, LLC | 3,738 | $1.91M | 0.38% | +36+1.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $1.91M | 0.22% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,773 | $1.93M | 0.02% | −2,030−35.0% | Reduced |
| Roundview Capital LLC | 3,814 | $1.95M | 0.20% | −37−1.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,826 | $1.95M | 0.09% | +65+1.7% | Added |
| Inlet Private Wealth, LLC | 3,828 | $1.96M | 0.64% | 00.0% | Unchanged |
| Vanderbilt University | 3,840 | $1.96M | 0.51% | +3,840 | New |
| Eagle Asset Management Inc | 3,897 | $1.99M | 0.01% | −126−3.1% | Reduced |
| James Hambro & Partners | 3,899 | $1.99M | 0.13% | −60−1.5% | Reduced |
| Covenant Asset Management, LLC | 3,902 | $1.99M | 0.61% | +22+0.6% | Added |
| Dakota Wealth Management | 3,903 | $1.99M | 0.09% | −271−6.5% | Reduced |
| Credential Qtrade Securities Inc. | 3,908 | $2.00M | 0.13% | −134−3.3% | Reduced |
| Clean Yield Group | 3,713 | $2.01M | 0.89% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,943 | $2.01M | 0.04% | +41+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,969 | $2.03M | 0.08% | +551+16.1% | Added |
| Worth Asset Management, LLC | 3,973 | $2.03M | 1.64% | +3,973 | New |
| Chicago Partners Investment Group LLC | 4,037 | $2.03M | 0.11% | +468+13.1% | Added |
| Outfitter Financial LLC | 3,987 | $2.04M | 1.92% | +21+0.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.04M | 0.59% | 00.0% | Unchanged |
| Settian Capital LP | 4,000 | $2.04M | 1.73% | +4,000 | New |
| Fund Management at Engine No. 1 LLC | 4,006 | $2.05M | 0.32% | +353+9.7% | Added |
| Berger Financial Group, Inc | 4,010 | $2.05M | 0.24% | −167−4.0% | Reduced |
| Dohj, LLC | 3,972 | $2.06M | 0.92% | +246+6.6% | Added |
| Schechter Investment Advisors, LLC | 4,050 | $2.07M | 0.20% | +287+7.6% | Added |
| Southern Capital Advisors, LLC | 4,059 | $2.07M | 1.73% | +143+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,066 | $2.08M | 0.20% | +4,066 | New |
| Coldstream Capital Management Inc | 4,071 | $2.08M | 0.07% | −77−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,073 | $2.08M | 0.19% | +1,390+51.8% | Added |
| Gotham Asset Management, LLC | 4,074 | $2.08M | 0.04% | −1,096−21.2% | Reduced |
| Wealthsource Partners, LLC | 4,074 | $2.08M | 0.14% | −41−1.0% | Reduced |
| HB Wealth Management, LLC | 4,153 | $2.12M | 0.03% | +842+25.4% | Added |
| Evergreen Capital Management LLC | 4,155 | $2.12M | 0.09% | +39+0.9% | Added |
| Cloverfields Capital Group, LP | 4,190 | $2.14M | 0.96% | −82−1.9% | Reduced |
| Aurora Investment Counsel | 4,212 | $2.15M | 1.42% | −44−1.0% | Reduced |
| Bleakley Financial Group, LLC | 4,308 | $2.20M | 0.08% | −469−9.8% | Reduced |
| Scott & Selber, Inc. | 4,314 | $2.20M | 0.91% | −12−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 4,320 | $2.21M | 0.28% | −534−11.0% | Reduced |
| Americana Partners, LLC | 4,246 | $2.21M | 0.24% | +1,967+86.3% | Added |
| Freedom Day Solutions, LLC | 4,327 | $2.21M | 0.97% | +124+3.0% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.22M | 0.45% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 4,341 | $2.22M | 0.32% | +6+0.1% | Added |
| William Allan, LLC | 4,345 | $2.22M | 1.76% | +120+2.8% | Added |
| Aubrey Capital Management Ltd | 4,900 | $2.22M | 1.28% | +4,900 | New |
| Harvest Fund Management Co., Ltd | 4,355 | $2.23M | 0.39% | +1,444+49.6% | Added |
| Sanders Morris Harris LLC | 4,346 | $2.24M | 0.46% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 4,384 | $2.24M | 0.04% | −583−11.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,403 | $2.25M | 0.06% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,408 | $2.25M | 0.61% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,403 | $2.27M | 0.21% | +1,851+72.5% | Added |
| Pinkerton Retirement Specialists, LLC | 4,434 | $2.27M | 0.49% | −115−2.5% | Reduced |
| Scharf Investments, LLC | 4,447 | $2.27M | 0.07% | +91+2.1% | Added |
| Hancock Whitney Corp | 4,457 | $2.28M | 0.09% | −75−1.7% | Reduced |
| Catalyst Capital Advisors LLC | 4,507 | $2.30M | 0.06% | +4,352+2,807.7% | Added |
| Sirios Capital Management L P | 4,515 | $2.31M | 0.44% | −2,190−32.7% | Reduced |
| Scotia Capital Inc. | 4,535 | $2.32M | 0.02% | −729−13.8% | Reduced |
| Biltmore Family Office, LLC | 4,538 | $2.32M | 0.53% | +193+4.4% | Added |
| Telemus Capital, LLC | 4,541 | $2.32M | 0.21% | −638−12.3% | Reduced |
| STF Management LP | 4,561 | $2.33M | 1.24% | +2,761+153.4% | Added |
| Decatur Capital Management, Inc. | 4,607 | $2.35M | 1.70% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,607 | $2.35M | 0.04% | +54+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,691 | $2.40M | 0.11% | +692+17.3% | Added |
| Ashton Thomas Private Wealth, LLC | 4,699 | $2.40M | 0.18% | +742+18.8% | Added |
| Centiva Capital, LP | 4,699 | $2.40M | 0.12% | +3,577+318.8% | Added |
| CAPROCK Group, Inc. | 4,701 | $2.40M | 0.18% | −503−9.7% | Reduced |
| Zions Bancorporation, N.A. | 4,709 | $2.41M | 0.21% | +645+15.9% | Added |
| Van Hulzen Asset Management, LLC | 4,714 | $2.41M | 0.19% | +2,801+146.4% | Added |
| Sawtooth Solutions, LLC | 4,715 | $2.41M | 0.08% | −489−9.4% | Reduced |
| Palisade Capital Management LLC | 4,773 | $2.44M | 0.07% | −77−1.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,802 | $2.45M | 0.68% | +94+2.0% | Added |
| Clear Harbor Asset Management, LLC | 4,824 | $2.46M | 0.26% | −210−4.2% | Reduced |
| Pegasus Partners Ltd. | 4,863 | $2.48M | 0.35% | +168+3.6% | Added |
| Brasada Capital Management, LP | 4,680 | $2.50M | 0.58% | +234+5.3% | Added |