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 |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 7,611 | $3.89M | 0.77% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,705 | $3.94M | 0.52% | +225+3.0% | Added |
| Fiduciary Trust Co | 7,719 | $3.94M | 0.07% | −116−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 7,725 | $3.95M | 0.05% | −8,262−51.7% | Reduced |
| Wambolt & Associates, LLC | 7,627 | $3.95M | 1.43% | +1,849+32.0% | Added |
| Logan Capital Management Inc | 7,758 | $3.96M | 0.20% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,786 | $3.98M | 0.47% | +100+1.3% | Added |
| Baader Bank INC | 7,831 | $4.00M | 0.36% | +3,876+98.0% | Added |
| Tudor Investment Corp Et Al | 7,876 | $4.02M | 0.06% | −15,063−65.7% | Reduced |
| Parsons Capital Management Inc | 7,925 | $4.05M | 0.32% | +61+0.8% | Added |
| Stonegate Investment Group, LLC | 7,952 | $4.06M | 0.15% | +607+8.3% | Added |
| Ninety One SA (PTY) Ltd | 7,982 | $4.09M | 0.79% | +3,624+83.2% | Added |
| Papp L Roy & Associates | 8,098 | $4.14M | 0.56% | 00.0% | Unchanged |
| Cypress Capital Group | 8,112 | $4.14M | 0.60% | +57+0.7% | Added |
| Prescott Group Capital Management, L.L.C. | 8,149 | $4.16M | 0.92% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 8,183 | $4.18M | 2.28% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 8,212 | $4.20M | 0.02% | −279−3.3% | Reduced |
| Essex Investment Management Co LLC | 8,240 | $4.21M | 0.69% | −42−0.5% | Reduced |
| Vinva Investment Management Ltd | 8,270 | $4.24M | 0.40% | −69−0.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 8,303 | $4.24M | 3.12% | +53+0.6% | Added |
| Independent Advisor Alliance | 8,315 | $4.25M | 0.19% | +275+3.4% | Added |
| Watchman Group, Inc. | 8,316 | $4.25M | 1.80% | +24+0.3% | Added |
| Sumitomo Life Insurance Co | 8,327 | $4.25M | 0.12% | +252+3.1% | Added |
| Charles Carroll Financial Partners, LLC | 8,332 | $4.26M | 5.29% | +25+0.3% | Added |
| Stratos Wealth Partners, LTD. | 8,383 | $4.28M | 0.09% | +588+7.5% | Added |
| Account Management LLC | 8,479 | $4.33M | 5.99% | −625−6.9% | Reduced |
| AXS Investments LLC | 8,519 | $4.35M | 1.12% | −212−2.4% | Reduced |
| Silphium Asset Management Ltd | 8,559 | $4.37M | 1.42% | +1,000+13.2% | Added |
| BOK Financial Private Wealth, Inc. | 8,607 | $4.40M | 0.38% | −890−9.4% | Reduced |
| Central Trust Co | 8,665 | $4.43M | 0.13% | −132−1.5% | Reduced |
| Freemont Management S.A. | 8,700 | $4.45M | 0.72% | −1,500−14.7% | Reduced |
| Harbour Capital Advisors, LLC | 8,705 | $4.45M | 1.33% | −45−0.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,725 | $4.46M | 3.37% | −475−5.2% | Reduced |
| Compagnie Lombard Odier SCmA | 8,800 | $4.50M | 0.10% | +1,900+27.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,840 | $4.52M | 0.12% | −9−0.1% | Reduced |
| Toroso Investments, LLC | 8,874 | $4.53M | 0.14% | +1,496+20.3% | Added |
| Mastrapasqua Asset Management Inc | 8,900 | $4.55M | 0.53% | −176−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,912 | $4.55M | 0.05% | −1,163−11.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,930 | $4.56M | 0.29% | +1,123+14.4% | Added |
| Massmutual Trust Co FSB | 8,979 | $4.59M | 0.17% | −144−1.6% | Reduced |
| Kestra Advisory Services, LLC | 8,988 | $4.59M | 0.05% | +186+2.1% | Added |
| Clear Street LLC | 9,000 | $4.60M | 0.21% | −3,200−26.2% | Reduced |
| Boston Financial Mangement LLC | 9,013 | $4.61M | 0.17% | +103+1.2% | Added |
| Cullinan Associates Inc | 9,036 | $4.62M | 0.27% | −100−1.1% | Reduced |
| Beacon Investment Advisors LLC | 9,083 | $4.64M | 3.28% | +15+0.2% | Added |
| Conning Inc. | 9,088 | $4.64M | 0.17% | −1,550−14.6% | Reduced |
| Legal Advantage Investments, Inc. | 9,133 | $4.67M | 3.33% | +31+0.3% | Added |
| FourThought Financial Partners, LLC | 9,138 | $4.67M | 0.65% | −191−2.0% | Reduced |
| Chilton Investment Co LLC | 9,184 | $4.69M | 0.15% | −33,686−78.6% | Reduced |
| Kenfarb & Co. | 9,202 | $4.70M | 4.30% | −190−2.0% | Reduced |
| First Nebraska Trust Co | 9,353 | $4.78M | 0.59% | +107+1.2% | Added |
| Buck Wealth Strategies, LLC | 9,360 | $4.78M | 1.92% | +9,320+23,300.0% | Added |
| Sendero Wealth Management, LLC | 9,410 | $4.81M | 1.03% | +331+3.6% | Added |
| Gluskin Sheff & Assoc Inc | 9,427 | $4.82M | 0.37% | −2,720−22.4% | Reduced |
| Bouvel Investment Partners, LLC | 9,460 | $4.83M | 2.61% | +118+1.3% | Added |
| Gillson Capital LP | 9,481 | $4.84M | 0.36% | +9,481 | New |
| Empirical Finance, LLC | 9,589 | $4.90M | 0.36% | +959+11.1% | Added |
| Ellsworth Advisors, LLC | 9,402 | $4.90M | 1.74% | +220+2.4% | Added |
| Penobscot Investment Management Company, Inc. | 9,622 | $4.92M | 0.67% | +1,735+22.0% | Added |
| Premier Fund Managers Ltd | 9,744 | $4.99M | 0.23% | −3,926−28.7% | Reduced |
| Beacon Pointe Advisors, LLC | 9,792 | $5.00M | 0.06% | +3,011+44.4% | Added |
| PEAK6 Investments LLC | 9,816 | $5.02M | 0.24% | +9,814+490,700.0% | Added |
| Holocene Advisors, LP | 9,828 | $5.02M | 0.02% | −5,369−35.3% | Reduced |
| Greenleaf Trust | 9,902 | $5.06M | 0.06% | +96+1.0% | Added |
| M. Kulyk & Associates, LLC | 9,902 | $5.06M | 1.41% | −2,644−21.1% | Reduced |
| Acadian Asset Management LLC | 9,921 | $5.06M | 0.02% | +5,374+118.2% | Added |
| Alight Capital Management LP | 10,000 | $5.11M | 2.73% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10,100 | $5.16M | 1.20% | +366+3.8% | Added |
| Snowden Capital Advisors LLC | 10,124 | $5.17M | 0.22% | +518+5.4% | Added |
| Verition Fund Management LLC | 10,138 | $5.18M | 0.07% | +7,563+293.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,172 | $5.20M | 0.41% | +101+1.0% | Added |
| Wetherby Asset Management Inc | 10,187 | $5.20M | 0.30% | +63+0.6% | Added |
| Carderock Capital Management Inc | 10,230 | $5.23M | 1.75% | +182+1.8% | Added |
| Redmond Asset Management, LLC | 10,315 | $5.27M | 1.88% | −53−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 10,334 | $5.28M | 0.18% | +3,586+53.1% | Added |
| Twenty Acre Capital LP | 10,350 | $5.29M | 5.75% | −750−6.8% | Reduced |
| Dynamic Advisor Solutions LLC | 10,392 | $5.31M | 0.25% | +145+1.4% | Added |
| Two Sigma Advisers, LP | 10,500 | $5.36M | 0.01% | −800−7.1% | Reduced |
| Flputnam Investment Management Co | 10,530 | $5.38M | 0.15% | +1,105+11.7% | Added |
| Jessup Wealth Management, Inc | 10,533 | $5.38M | 3.10% | +10,533 | New |
| Kinneret Advisory, LLC | 10,568 | $5.40M | 0.67% | +10,568 | New |
| Raymond James Trust N.A. | 10,617 | $5.42M | 0.16% | +494+4.9% | Added |
| TD Private Client Wealth LLC | 10,748 | $5.49M | 0.24% | −235−2.1% | Reduced |
| Two Point Capital Management, Inc. | 10,795 | $5.52M | 3.04% | −70−0.6% | Reduced |
| Trust Co of Virginia | 10,883 | $5.56M | 0.61% | −58−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 10,986 | $5.61M | 0.22% | +1,545+16.4% | Added |
| Oppenheimer & Co Inc | 11,051 | $5.65M | 0.12% | −1,277−10.4% | Reduced |
| HM Payson & Co | 11,268 | $5.76M | 0.13% | −50.0% | Reduced |
| TownSquare Capital, LLC | 11,387 | $5.82M | 0.11% | +628+5.8% | Added |
| Stonebridge Capital Management Inc | 11,460 | $5.86M | 3.20% | −2,253−16.4% | Reduced |
| Advisory Services Network, LLC | 11,505 | $5.88M | 0.16% | −221−1.9% | Reduced |
| BTC Capital Management, Inc. | 11,520 | $5.89M | 0.68% | −236−2.0% | Reduced |
| CWM, LLC | 11,569 | $5.91M | 0.04% | +5,657+95.7% | Added |
| Metropolitan Life Insurance Co | 11,588 | $5.92M | 0.31% | −639−5.2% | Reduced |
| Engineers Gate Manager LP | 11,628 | $5.94M | 0.22% | −13,373−53.5% | Reduced |
| Cetera Investment Advisers | 11,682 | $5.97M | 0.05% | +640+5.8% | Added |
| NewEdge Wealth, LLC | 11,782 | $6.02M | 0.19% | −2,311−16.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,844 | $6.05M | 3.37% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,904 | $6.08M | 0.02% | −681−5.4% | Reduced |
| Jacobs & Co | 12,082 | $6.17M | 0.77% | −245−2.0% | Reduced |