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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 4,912 | $2.51M | 0.36% | +2,111+75.4% | Added |
| EP Wealth Advisors, LLC | 4,931 | $2.52M | 0.04% | −10,467−68.0% | Reduced |
| Bridges Investment Management Inc | 4,990 | $2.55M | 0.09% | −270−5.1% | Reduced |
| Glynn Capital Management LLC | 5,000 | $2.55M | 0.56% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.55M | 0.51% | 00.0% | Unchanged |
| Team Hewins, LLC | 5,030 | $2.57M | 0.59% | +5,030 | New |
| Harfst & Associates, Inc. | 5,038 | $2.57M | 0.72% | −55−1.1% | Reduced |
| Kornitzer Capital Management Inc | 5,049 | $2.58M | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 5,065 | $2.59M | 0.21% | +37+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,067 | $2.59M | 0.05% | −345−6.4% | Reduced |
| PFG Advisors | 5,079 | $2.60M | 0.23% | −97−1.9% | Reduced |
| Change Path, LLC | 5,124 | $2.62M | 0.19% | −2,964−36.6% | Reduced |
| Altrafin AG | 5,124 | $2.62M | 1.14% | +1,290+33.6% | Added |
| Herold Advisors, Inc. | 5,157 | $2.63M | 0.80% | −197−3.7% | Reduced |
| First Personal Financial Services | 5,161 | $2.64M | 0.69% | −72−1.4% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $2.64M | 1.28% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,184 | $2.65M | 0.20% | +402+8.4% | Added |
| Brown Brothers Harriman & Co | 5,251 | $2.68M | 0.02% | +1,109+26.8% | Added |
| Ossiam | 5,287 | $2.70M | 0.05% | +1,776+50.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,316 | $2.72M | 0.04% | +1,342+33.8% | Added |
| Twin Tree Management, LP | 5,317 | $2.72M | 0.09% | +5,317 | New |
| MAI Capital Management | 5,355 | $2.74M | 0.04% | +52+1.0% | Added |
| Empower Advisory Group, LLC | 5,368 | $2.74M | 0.01% | −1,476−21.6% | Reduced |
| Parkwood LLC | 5,399 | $2.76M | 0.50% | +5,399 | New |
| Fairbanks Capital Management, Inc. | 5,432 | $2.78M | 2.34% | −500−8.4% | Reduced |
| Evoke Wealth, LLC | 5,500 | $2.81M | 0.10% | −900−14.1% | Reduced |
| Veriti Management LLC | 5,510 | $2.82M | 0.32% | +359+7.0% | Added |
| Apollon Wealth Management, LLC | 5,552 | $2.84M | 0.14% | +517+10.3% | Added |
| Linden Thomas Advisory Services, LLC | 5,567 | $2.84M | 0.63% | +325+6.2% | Added |
| RVW Wealth, LLC | 5,576 | $2.85M | 0.34% | −30−0.5% | Reduced |
| Martin Capital Advisors, LLP | 5,583 | $2.85M | 2.78% | +10+0.2% | Added |
| Karani Asset Management LLC | 5,595 | $2.86M | 4.12% | −3,243−36.7% | Reduced |
| BIT Capital GmbH | 5,605 | $2.86M | 0.38% | +5,605 | New |
| Bank of Hawaii | 5,605 | $2.86M | 0.16% | −486−8.0% | Reduced |
| Compass Wealth Management LLC | 5,614 | $2.87M | 0.90% | −10−0.2% | Reduced |
| Signaturefd, LLC | 5,631 | $2.88M | 0.07% | +367+7.0% | Added |
| Mission Creek Capital Partners, Inc. | 5,633 | $2.88M | 0.97% | −20.0% | Reduced |
| First Bank & Trust | 5,662 | $2.89M | 0.76% | −11−0.2% | Reduced |
| Legacy Advisors, LLC | 5,684 | $2.90M | 0.47% | +813+16.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,670 | $2.90M | 1.48% | −150−2.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,700 | $2.91M | 2.05% | +1,900+50.0% | Added |
| S.A. Mason LLC | 5,729 | $2.93M | 2.11% | −84−1.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,767 | $2.95M | 0.51% | +5,767 | New |
| Sompo Asset Management Co., Ltd. | 5,800 | $2.96M | 0.65% | −30−0.5% | Reduced |
| MV Capital Management, Inc. | 5,803 | $2.96M | 0.40% | +124+2.2% | Added |
| Capstone Investment Advisors, LLC | 5,813 | $2.97M | 0.08% | +2,857+96.7% | Added |
| Alps Advisors Inc | 5,846 | $2.99M | 0.02% | −414−6.6% | Reduced |
| GAM Holding AG | 5,856 | $2.99M | 0.22% | +20.0% | Added |
| Asset Dedication, LLC | 5,741 | $3.00M | 0.26% | +11+0.2% | Added |
| Empowered Funds, LLC | 5,924 | $3.03M | 0.09% | +1,769+42.6% | Added |
| Roberts Wealth Advisors, LLC | 5,625 | $3.04M | 1.34% | +47+0.8% | Added |
| Vestcor Inc | 5,955 | $3.04M | 0.11% | −492−7.6% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $3.04M | 0.47% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 5,983 | $3.06M | 0.21% | −112−1.8% | Reduced |
| Weil Company, Inc. | 5,990 | $3.06M | 1.52% | +62+1.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,995 | $3.06M | 0.00% | −54−0.9% | Reduced |
| Maytus Capital Management, LLC | 6,000 | $3.07M | 1.71% | −750−11.1% | Reduced |
| Ocean Capital Management, LLC | 6,110 | $3.12M | 1.44% | −1,126−15.6% | Reduced |
| Everence Capital Management Inc | 6,130 | $3.13M | 0.24% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 6,158 | $3.15M | 1.09% | −63−1.0% | Reduced |
| Walleye Trading LLC | 6,177 | $3.16M | 0.07% | +6,177 | New |
| Summit Global Investments | 6,192 | $3.16M | 0.21% | −16,424−72.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,203 | $3.17M | 0.31% | +284+4.8% | Added |
| Synovus Financial Corp | 6,219 | $3.18M | 0.04% | −2,220−26.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,222 | $3.18M | 0.20% | +402+6.9% | Added |
| Mitchell Capital Management Co | 6,254 | $3.20M | 0.76% | −27−0.4% | Reduced |
| Hyman Charles D | 6,266 | $3.20M | 0.21% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,271 | $3.20M | 2.58% | +469+8.1% | Added |
| Old National Bancorp | 6,293 | $3.22M | 0.09% | +285+4.7% | Added |
| Nordwand Advisors, LLC | 6,321 | $3.23M | 0.64% | −1,073−14.5% | Reduced |
| Winton Group Ltd | 6,344 | $3.24M | 0.27% | +6,344 | New |
| Knollwood Investment Advisory, LLC | 6,441 | $3.29M | 1.54% | 00.0% | Unchanged |
| Bluegrass Capital Partners LP | 6,500 | $3.32M | 4.03% | −4,000−38.1% | Reduced |
| Legacy Trust | 6,582 | $3.36M | 0.98% | −11−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,664 | $3.40M | 0.05% | +63+1.0% | Added |
| Park Avenue Securities LLC | 6,688 | $3.42M | 0.05% | +6,688 | New |
| Alberta Investment Management Corp | 6,700 | $3.42M | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,734 | $3.44M | 0.04% | −169−2.4% | Reduced |
| Scholtz & Company, LLC | 6,743 | $3.44M | 2.27% | +6,743 | New |
| Stansberry Asset Management, LLC | 6,769 | $3.46M | 0.61% | +6,769 | New |
| Madison Wealth Management | 6,780 | $3.46M | 0.73% | +27+0.4% | Added |
| D.A. Davidson & Co. | 6,781 | $3.47M | 0.04% | +238+3.6% | Added |
| Private Advisor Group, LLC | 6,805 | $3.48M | 0.03% | −484−6.6% | Reduced |
| Silvercrest Asset Management Group LLC | 6,850 | $3.50M | 0.03% | −2,402−26.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,850 | $3.50M | 0.25% | −6,742−49.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,880 | $3.52M | 0.05% | +272+4.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,883 | $3.52M | 0.39% | +250+3.8% | Added |
| Carlson Capital L P | 6,909 | $3.53M | 0.28% | +6,909 | New |
| HBW Advisory Services LLC | 7,088 | $3.62M | 0.76% | −1,781−20.1% | Reduced |
| Canal Capital Management, LLC | 7,110 | $3.63M | 0.74% | −271−3.7% | Reduced |
| Motley Fool Asset Management LLC | 7,198 | $3.68M | 0.30% | +599+9.1% | Added |
| EFG Asset Management (Americas) Corp. | 7,206 | $3.68M | 0.88% | +22+0.3% | Added |
| First Foundation Advisors | 7,235 | $3.70M | 0.17% | +324+4.7% | Added |
| Guardian Capital LP | 7,335 | $3.75M | 0.14% | −475−6.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,356 | $3.76M | 0.10% | +430+6.2% | Added |
| City Holding Co | 7,416 | $3.79M | 0.67% | −37−0.5% | Reduced |
| Chesley Taft & Associates LLC | 7,425 | $3.79M | 0.25% | −675−8.3% | Reduced |
| AdvisorShares Investments LLC | 7,451 | $3.81M | 1.02% | +1,175+18.7% | Added |
| CIBC World Markets Inc. | 7,535 | $3.85M | 0.01% | −46−0.6% | Reduced |
| Cetera Advisors LLC | 7,568 | $3.87M | 0.06% | +1,191+18.7% | Added |