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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 12,227 | $6.25M | 0.70% | −95−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,253 | $6.26M | 0.06% | −20,864−63.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 12,335 | $6.30M | 0.89% | −2,896−19.0% | Reduced |
| Bamco Inc | 12,403 | $6.34M | 0.02% | +1,412+12.8% | Added |
| Madison Asset Management, LLC | 12,416 | $6.34M | 0.09% | −6,330−33.8% | Reduced |
| Marietta Wealth Management, LLC | 12,546 | $6.41M | 1.27% | −17−0.1% | Reduced |
| American National Bank | 12,574 | $6.42M | 1.09% | −720−5.4% | Reduced |
| Coronation Fund Managers Ltd. | 12,590 | $6.43M | 0.19% | −3,963−23.9% | Reduced |
| First Hawaiian Bank | 12,597 | $6.44M | 0.22% | +165+1.3% | Added |
| Cubist Systematic Strategies, LLC | 12,786 | $6.53M | 0.08% | −10,566−45.2% | Reduced |
| Siemens Fonds Invest GmbH | 12,815 | $6.55M | 0.66% | +1,529+13.5% | Added |
| E. Ohman J:or Asset Management AB | 12,984 | $6.63M | 0.25% | +100+0.8% | Added |
| NEOS Investment Management LLC | 13,016 | $6.65M | 0.85% | +13,016 | New |
| CWA Asset Management Group, LLC | 13,076 | $6.68M | 0.49% | +428+3.4% | Added |
| Eagle Capital Management, LLC | 13,153 | $6.72M | 3.70% | −223−1.7% | Reduced |
| Advisors Asset Management, Inc. | 13,179 | $6.73M | 0.15% | +3,185+31.9% | Added |
| QRG Capital Management, Inc. | 13,193 | $6.74M | 0.12% | +13,193 | New |
| Oak Ridge Investments LLC | 13,267 | $6.78M | 0.87% | +271+2.1% | Added |
| Banque Cantonale Vaudoise | 13,284 | $6.79M | 0.34% | −760−5.4% | Reduced |
| Picton Mahoney Asset Management | 13,287 | $6.79M | 0.31% | −1,322−9.0% | Reduced |
| First Western Trust Bank | 13,330 | $6.81M | 0.37% | −257−1.9% | Reduced |
| Kingfisher Capital LLC | 13,453 | $6.87M | 1.87% | +100+0.7% | Added |
| Fulcrum Capital LLC | 13,773 | $7.04M | 2.04% | −295−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 13,782 | $7.04M | 0.18% | +12,164+751.8% | Added |
| Cyrus J. Lawrence, LLC | 13,783 | $7.04M | 1.93% | +60+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 13,818 | $7.06M | 0.65% | 00.0% | Unchanged |
| LMCG Investments, LLC | 13,907 | $7.11M | 0.48% | −344−2.4% | Reduced |
| Quantinno Capital Management LP | 13,993 | $7.15M | 0.33% | +1,547+12.4% | Added |
| Thrivent Financial for Lutherans | 14,045 | $7.18M | 0.02% | +174+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 14,180 | $7.24M | 0.26% | −110−0.8% | Reduced |
| Unio Capital LLC | 14,194 | $7.25M | 3.93% | −668−4.5% | Reduced |
| Carmignac Gestion | 14,191 | $7.25M | 0.13% | +2,624+22.7% | Added |
| Marsico Capital Management LLC | 14,365 | $7.34M | 0.31% | +14,365 | New |
| Sawgrass Asset Management LLC | 14,415 | $7.37M | 0.90% | −5,595−28.0% | Reduced |
| Norinchukin Bank, The | 14,439 | $7.38M | 0.17% | −17,031−54.1% | Reduced |
| Donaldson Capital Management, LLC | 14,551 | $7.43M | 0.35% | −53−0.4% | Reduced |
| GWM Advisors LLC | 14,574 | $7.45M | 0.08% | +478+3.4% | Added |
| New Mexico Educational Retirement Board | 14,578 | $7.45M | 0.32% | +900+6.6% | Added |
| Chartwell Investment Partners, LLC | 14,675 | $7.50M | 0.29% | −427−2.8% | Reduced |
| American Money Management, LLC | 14,768 | $7.55M | 1.93% | +68+0.5% | Added |
| SYSTM Wealth Solutions LLC | 14,782 | $7.55M | 1.16% | −240−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 14,898 | $7.61M | 0.09% | +436+3.0% | Added |
| Broadleaf Partners, LLC | 14,973 | $7.65M | 2.55% | −133−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 13,716 | $7.65M | 0.08% | −286−2.0% | Reduced |
| Bright Rock Capital Management, LLC | 15,000 | $7.66M | 1.87% | 00.0% | Unchanged |
| Pitcairn Co | 15,034 | $7.68M | 0.64% | +1,063+7.6% | Added |
| Prudential PLC | 15,125 | $7.73M | 0.09% | −1,227−7.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,126 | $7.73M | 0.98% | −3,827−20.2% | Reduced |
| Elk River Wealth Management, LLC | 15,262 | $7.80M | 1.73% | +21+0.1% | Added |
| Lido Advisors, LLC | 15,332 | $7.83M | 0.09% | −5,391−26.0% | Reduced |
| SG Americas Securities, LLC | 15,355 | $7.84M | 0.10% | −18,114−54.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,365 | $7.85M | 0.19% | −38−0.2% | Reduced |
| Evexia Wealth LLC | 16,431 | $7.94M | 4.02% | +929+6.0% | Added |
| Tocqueville Asset Management L.P. | 15,708 | $8.03M | 0.15% | −1,102−6.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,709 | $8.03M | 0.19% | +3,257+26.2% | Added |
| L & S Advisors Inc | 15,786 | $8.07M | 1.16% | −1,791−10.2% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $8.17M | 1.24% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,008 | $8.18M | 0.33% | −366−2.2% | Reduced |
| ClariVest Asset Management LLC | 16,066 | $8.21M | 0.45% | −1,000−5.9% | Reduced |
| Comerica Securities,inc. | 16,094 | $8.22M | 0.68% | −425−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,188 | $8.27M | 0.01% | −3,551−18.0% | Reduced |
| Cornerstone Advisors, LLC | 16,200 | $8.28M | 0.39% | −800−4.7% | Reduced |
| Addenda Capital Inc. | 16,287 | $8.32M | 0.36% | −228−1.4% | Reduced |
| Stephens Inc | 16,508 | $8.43M | 0.16% | +1,137+7.4% | Added |
| Metis Global Partners, LLC | 16,753 | $8.56M | 0.41% | +1,768+11.8% | Added |
| Power Corp of Canada | 16,891 | $8.63M | 0.55% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 16,904 | $8.64M | 0.35% | +1,153+7.3% | Added |
| Pathstone Family Office, LLC | 15,583 | $8.64M | 0.07% | +6,626+74.0% | Added |
| Centre Asset Management, LLC | 16,935 | $8.65M | 2.11% | −600−3.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,071 | $8.72M | 0.69% | −125−0.7% | Reduced |
| Huntington National Bank | 17,096 | $8.74M | 0.09% | +127+0.7% | Added |
| Azimuth Capital Investment Management LLC | 17,180 | $8.78M | 0.43% | −3,782−18.0% | Reduced |
| Ieq Capital, LLC | 17,401 | $8.89M | 0.18% | +1,480+9.3% | Added |
| Bokf, NA | 18,048 | $8.93M | 0.20% | −1,359−7.0% | Reduced |
| LGT Group Foundation | 17,370 | $8.99M | 0.22% | +96+0.6% | Added |
| Motco | 17,650 | $9.02M | 0.62% | −10−0.1% | Reduced |
| Financial Counselors Inc | 17,667 | $9.03M | 0.18% | −40−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 17,692 | $9.04M | 0.17% | −25−0.1% | Reduced |
| Credit Agricole S A | 17,710 | $9.05M | 0.28% | +2,432+15.9% | Added |
| Bessemer Group Inc | 17,836 | $9.11M | 0.02% | −1,574−8.1% | Reduced |
| Ithaka Group LLC | 18,136 | $9.27M | 2.13% | −719−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 18,200 | $9.30M | 0.02% | +17,679+3,393.3% | Added |
| Cullen/Frost Bankers, Inc. | 18,218 | $9.31M | 0.16% | −109−0.6% | Reduced |
| Glenmede Trust Co NA | 18,397 | $9.40M | 0.05% | +2,074+12.7% | Added |
| O'Shaughnessy Asset Management, LLC | 18,523 | $9.46M | 0.14% | +5,484+42.1% | Added |
| Advisory Research Inc | 18,534 | $9.47M | 1.31% | +77+0.4% | Added |
| Headinvest, LLC | 18,309 | $9.48M | 2.06% | −150−0.8% | Reduced |
| XXEC, Inc. | 18,636 | $9.52M | 8.03% | −569−3.0% | Reduced |
| Montag A & Associates Inc | 18,683 | $9.55M | 0.60% | +4,875+35.3% | Added |
| Amica Mutual Insurance Co | 18,803 | $9.61M | 1.13% | 00.0% | Unchanged |
| Sara-Bay Financial | 18,821 | $9.62M | 4.88% | +96+0.5% | Added |
| GHP Investment Advisors, Inc. | 18,093 | $9.64M | 0.59% | −397−2.1% | Reduced |
| Thematics Asset Management | 18,944 | $9.68M | 0.48% | −2,953−13.5% | Reduced |
| Central Bank & Trust Co | 18,982 | $9.70M | 1.69% | −200−1.0% | Reduced |
| Bailard, Inc. | 19,087 | $9.75M | 0.32% | −1,488−7.2% | Reduced |
| Varma Mutual Pension Insurance Co | 19,446 | $9.94M | 0.12% | +1,265+7.0% | Added |
| Pragma Gestao de Patrimonio Ltd | 19,500 | $9.96M | 6.03% | −2,000−9.3% | Reduced |
| JustInvest LLC | 19,640 | $10.0M | 0.30% | +1,569+8.7% | Added |
| Cape Cod Five Cents Savings Bank | 19,744 | $10.1M | 0.55% | +10,419+111.7% | Added |
| Ethic Inc. | 19,858 | $10.1M | 0.36% | −1,266−6.0% | Reduced |