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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 19,952 | $10.2M | 0.26% | +305+1.6% | Added |
| Crossmark Global Holdings, Inc. | 18,900 | $10.2M | 0.23% | +3,286+21.0% | Added |
| Calamos Wealth Management LLC | 20,056 | $10.2M | 0.78% | +4,865+32.0% | Added |
| Securian Asset Management, Inc | 20,093 | $10.3M | 0.31% | −3,273−14.0% | Reduced |
| Sycomore Asset Management | 20,188 | $10.3M | 2.63% | −8,982−30.8% | Reduced |
| Hartford Investment Management Co | 20,096 | $10.3M | 0.41% | +415+2.1% | Added |
| Arcadia Investment Management Corp | 20,116 | $10.3M | 2.18% | −215−1.1% | Reduced |
| First Long Island Investors, LLC | 20,400 | $10.4M | 1.01% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 20,580 | $10.5M | 1.41% | −40−0.2% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $10.5M | 0.48% | 00.0% | Unchanged |
| Millennium Management LLC | 20,602 | $10.5M | 0.01% | −147,854−87.8% | Reduced |
| Maryland State Retirement & Pension System | 21,042 | $10.8M | 0.25% | +172+0.8% | Added |
| AQR Capital Management LLC | 21,444 | $11.0M | 0.02% | −6,079−22.1% | Reduced |
| Boston Private Wealth LLC | 21,479 | $11.0M | 0.24% | −689−3.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 21,524 | $11.0M | 0.33% | +2,513+13.2% | Added |
| Oregon Public Employees Retirement Fund | 21,674 | $11.1M | 0.15% | −146−0.7% | Reduced |
| Steel Peak Wealth Management LLC | 21,702 | $11.1M | 0.70% | −432−2.0% | Reduced |
| Patten & Patten Inc | 21,890 | $11.2M | 0.98% | −1,005−4.4% | Reduced |
| Aptus Capital Advisors, LLC | 22,389 | $11.4M | 0.33% | −1,235−5.2% | Reduced |
| Profund Advisors LLC | 22,394 | $11.4M | 0.63% | +4,665+26.3% | Added |
| Jupiter Asset Management Ltd | 22,431 | $11.5M | 0.13% | −13,859−38.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 22,500 | $11.5M | 0.28% | −6,282−21.8% | Reduced |
| Liberty Capital Management, Inc. | 22,530 | $11.5M | 3.40% | −294−1.3% | Reduced |
| Trust Co of Vermont | 22,723 | $11.6M | 0.78% | +2,366+11.6% | Added |
| Kentucky Retirement Systems | 22,784 | $11.6M | 0.40% | +227+1.0% | Added |
| Gratus Capital LLC | 22,978 | $11.7M | 0.80% | −8,868−27.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,200 | $11.9M | 0.04% | +21,906+1,692.9% | Added |
| Elo Mutual Pension Insurance Co | 23,440 | $12.0M | 0.37% | +353+1.5% | Added |
| HFR Wealth Management, LLC | 23,472 | $12.0M | 3.51% | −305−1.3% | Reduced |
| iA Global Asset Management Inc. | 23,773 | $12.1M | 0.32% | +3,850+19.3% | Added |
| Parallel Advisors, LLC | 23,877 | $12.2M | 0.41% | −210−0.9% | Reduced |
| 2Xideas AG | 23,941 | $12.2M | 1.35% | −2,273−8.7% | Reduced |
| Mercer Global Advisors Inc | 23,967 | $12.2M | 0.05% | +2,301+10.6% | Added |
| Cetera Advisor Networks LLC | 23,989 | $12.3M | 0.08% | +2,255+10.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,078 | $12.3M | 0.06% | +24,078 | New |
| Alley Investment Management Company, LLC | 24,177 | $12.4M | 2.10% | −291−1.2% | Reduced |
| Nomura Holdings Inc | 24,278 | $12.4M | 0.13% | +24,278 | New |
| Zevenbergen Capital Investments LLC | 24,286 | $12.4M | 0.32% | −125−0.5% | Reduced |
| First Horizon Advisors, Inc. | 24,331 | $12.4M | 0.45% | −358−1.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 24,351 | $12.4M | 0.40% | +359+1.5% | Added |
| Quest Investment Management LLC | 24,980 | $12.8M | 1.80% | −3,497−12.3% | Reduced |
| Davidson Kempner Capital Management LP | 25,000 | $12.8M | 0.20% | +25,000 | New |
| Teachers Retirement System of the State of Kentucky | 25,329 | $12.9M | 0.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 25,590 | $13.1M | 0.58% | −290−1.1% | Reduced |
| Manchester Global Management (UK) Ltd | 25,600 | $13.1M | 5.01% | +3,000+13.3% | Added |
| Middleton & Co Inc | 25,649 | $13.1M | 1.81% | −213−0.8% | Reduced |
| Atria Investments LLC | 25,672 | $13.1M | 0.23% | +155+0.6% | Added |
| YHB Investment Advisors, Inc. | 25,741 | $13.2M | 1.21% | −444−1.7% | Reduced |
| Northwest & Ethical Investments L.P. | 25,840 | $13.2M | 0.44% | +11,203+76.5% | Added |
| Gabelli Funds LLC | 25,903 | $13.2M | 0.11% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 25,967 | $13.3M | 0.25% | +2,531+10.8% | Added |
| Northstar Asset Management Inc | 26,011 | $13.3M | 4.25% | −137−0.5% | Reduced |
| Commerce Bank | 26,205 | $13.4M | 0.11% | −955−3.5% | Reduced |
| Overbrook Management Corp | 26,443 | $13.5M | 3.15% | +8,726+49.3% | Added |
| Congress Wealth Management LLC | 26,767 | $13.7M | 0.28% | +852+3.3% | Added |
| Natixis | 26,788 | $13.7M | 0.11% | +7,620+39.8% | Added |
| Shell Asset Management Co | 26,937 | $13.8M | 0.57% | −119−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,094 | $13.8M | 0.74% | +30.0% | Added |
| Copeland Capital Management, LLC | 27,216 | $13.9M | 0.30% | −640−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 27,425 | $14.0M | 0.44% | +17,313+171.2% | Added |
| Trexquant Investment LP | 27,894 | $14.3M | 0.36% | +27,894 | New |
| Cambridge Investment Research Advisors, Inc. | 27,946 | $14.3M | 0.07% | +7,265+35.1% | Added |
| Segment Wealth Management, LLC | 28,072 | $14.3M | 1.46% | +770+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 28,235 | $14.4M | 1.42% | −230−0.8% | Reduced |
| Westpac Banking Corp | 28,655 | $14.6M | 1.10% | −3,790−11.7% | Reduced |
| Janney Montgomery Scott LLC | 28,714 | $14.7M | 0.05% | −306−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,680 | $15.2M | 0.03% | −16,894−36.3% | Reduced |
| Appleton Partners Inc | 29,733 | $15.2M | 1.35% | −1,428−4.6% | Reduced |
| Makena Capital Management LLC | 29,743 | $15.2M | 3.25% | −3,663−11.0% | Reduced |
| M&G Investment Management Ltd | 29,881 | $15.3M | 0.11% | −2,474−7.6% | Reduced |
| Van Eck Associates Corp | 29,989 | $15.3M | 0.03% | −289,947−90.6% | Reduced |
| Public Sector Pension Investment Board | 29,999 | $15.3M | 0.11% | −14,268−32.2% | Reduced |
| LMR Partners LLP | 30,001 | $15.3M | 0.34% | +28,000+1,399.3% | Added |
| Achmea Investment Management B.V. | 30,108 | $15.4M | 0.34% | +2,681+9.8% | Added |
| Abner Herrman & Brock LLC | 30,268 | $15.5M | 2.37% | +30,268 | New |
| Lyell Wealth Management, LP | 30,890 | $15.8M | 2.12% | −40−0.1% | Reduced |
| Allen Investment Management LLC | 30,924 | $15.8M | 0.23% | +5,955+23.8% | Added |
| Forte Capital LLC | 31,586 | $16.1M | 2.49% | −588−1.8% | Reduced |
| MML Investors Services, LLC | 31,719 | $16.2M | 0.09% | +922+3.0% | Added |
| Talbot Financial, LLC | 32,076 | $16.4M | 2.86% | +86+0.3% | Added |
| Candriam Luxembourg S.C.A. | 32,356 | $16.5M | 0.14% | +1,260+4.1% | Added |
| LTS One Management LP | 32,500 | $16.6M | 3.65% | −17,500−35.0% | Reduced |
| Tiaa Trust, National Association | 32,737 | $16.7M | 0.06% | +32,737 | New |
| Cim, LLC | 32,993 | $16.9M | 3.21% | −54−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 33,360 | $17.0M | 0.48% | −4,114−11.0% | Reduced |
| Ziegler Capital Management, LLC | 34,403 | $17.6M | 0.70% | −122−0.4% | Reduced |
| Canada Pension Plan Investment Board | 34,984 | $17.9M | 0.03% | +10,974+45.7% | Added |
| Harvest Portfolios Group Inc. | 35,812 | $18.3M | 0.86% | −2,914−7.5% | Reduced |
| Laurus Investment Counsel Inc. | 26,655 | $18.4M | 7.71% | −4,180−13.6% | Reduced |
| Rockland Trust Co | 35,956 | $18.4M | 1.11% | +2,163+6.4% | Added |
| Whittier Trust Co | 36,658 | $18.7M | 0.33% | +757+2.1% | Added |
| Davidson Investment Advisors | 36,979 | $18.9M | 1.20% | +650+1.8% | Added |
| Jasper Ridge Partners, L.P. | 37,048 | $18.9M | 0.89% | +60+0.2% | Added |
| Yousif Capital Management, LLC | 38,114 | $19.5M | 0.25% | −1,231−3.1% | Reduced |
| Sit Investment Associates Inc | 38,838 | $19.8M | 0.54% | −921−2.3% | Reduced |
| Assetmark, Inc | 39,033 | $19.9M | 0.08% | +5,488+16.4% | Added |
| McDaniel Terry & Co | 39,054 | $20.0M | 2.08% | +588+1.5% | Added |
| Mutual of America Capital Management LLC | 39,192 | $20.0M | 0.25% | −1,162−2.9% | Reduced |
| Wendell David Associates Inc | 39,239 | $20.0M | 2.36% | +1,048+2.7% | Added |
| Cookson Peirce & Co Inc | 39,285 | $20.1M | 1.32% | +39,285 | New |