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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 39,386 | $20.1M | 0.78% | −117−0.3% | Reduced |
| Louisiana State Employees Retirement System | 39,500 | $20.2M | 0.46% | +4,600+13.2% | Added |
| Hillman Co | 39,568 | $20.2M | 12.10% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 40,291 | $20.6M | 0.09% | +1,179+3.0% | Added |
| Shelton Capital Management | 40,592 | $20.7M | 0.76% | +2,350+6.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 41,362 | $21.1M | 0.06% | −3,463−7.7% | Reduced |
| RMB Capital Management, LLC | 41,549 | $21.2M | 0.73% | +28+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 41,912 | $21.4M | 1.05% | +594+1.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,153 | $21.5M | 0.29% | −4,946−10.5% | Reduced |
| Chilton Capital Management LLC | 42,023 | $21.5M | 1.20% | −3,924−8.5% | Reduced |
| State of Alaska, Department of Revenue | 42,504 | $21.7M | 0.27% | −1,500−3.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $21.9M | 0.27% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 43,050 | $22.0M | 0.11% | −1,291−2.9% | Reduced |
| Prio Wealth Limited Partnership | 43,328 | $22.1M | 0.85% | −1,509−3.4% | Reduced |
| New York Life Investment Management LLC | 43,543 | $22.2M | 0.24% | −385−0.9% | Reduced |
| Raub Brock Capital Management LP | 43,718 | $22.3M | 4.44% | −1,979−4.3% | Reduced |
| Joho Capital LLC | 43,730 | $22.3M | 5.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 44,067 | $22.5M | 0.16% | −438−1.0% | Reduced |
| Daiwa Securities Group Inc. | 44,805 | $22.9M | 0.16% | +8,648+23.9% | Added |
| Mariner, LLC | 44,931 | $23.0M | 0.06% | +2,880+6.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,058 | $23.0M | 0.36% | +1,637+3.8% | Added |
| Tredje AP-fonden | 45,097 | $23.0M | 0.34% | −49,568−52.4% | Reduced |
| Brinker Capital Investments, LLC | 45,338 | $23.2M | 0.28% | −3,294−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 45,338 | $23.2M | 0.28% | −3,294−6.8% | Reduced |
| UniSuper Management Pty Ltd | 45,479 | $23.2M | 0.28% | +12,741+38.9% | Added |
| Creative Planning | 45,590 | $23.3M | 0.03% | +1,908+4.4% | Added |
| Advent International Corp | 45,843 | $23.4M | 0.28% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 46,589 | $23.8M | 1.00% | −2,651−5.4% | Reduced |
| Point72 Middle East FZE | 47,042 | $24.0M | 1.46% | +47,042 | New |
| Utah Retirement Systems | 47,087 | $24.1M | 0.34% | +234+0.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,140 | $24.1M | 0.32% | +800+1.7% | Added |
| De Burlo Group Inc | 47,330 | $24.2M | 4.20% | +19,920+72.7% | Added |
| Bath Savings Trust Co | 47,466 | $24.3M | 2.98% | +1,245+2.7% | Added |
| Troy Asset Management Ltd | 47,579 | $24.3M | 0.76% | −25,467−34.9% | Reduced |
| Adams Diversified Equity Fund, Inc. | 47,600 | $24.3M | 1.04% | 00.0% | Unchanged |
| Manning & Napier Group, LLC | 48,175 | $24.6M | 0.31% | −158,192−76.7% | Reduced |
| Pacer Advisors, Inc. | 48,180 | $24.6M | 0.09% | +965+2.0% | Added |
| Wilson Asset Management (International) Pty Ltd | 48,294 | $24.7M | 7.10% | −3,450−6.7% | Reduced |
| Gateway Investment Advisers LLC | 48,872 | $25.0M | 0.31% | +18,785+62.4% | Added |
| Czech National Bank | 48,954 | $25.0M | 0.40% | +15,743+47.4% | Added |
| Fifth Third Bancorp | 49,284 | $25.2M | 0.12% | +528+1.1% | Added |
| Rockefeller Capital Management L.P. | 49,879 | $25.5M | 0.10% | −20,321−28.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $25.5M | 0.33% | 00.0% | Unchanged |
| Earnest Partners LLC | 50,100 | $25.6M | 0.15% | −2,588−4.9% | Reduced |
| Montag & Caldwell, LLC | 50,273 | $25.7M | 3.30% | −398−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 50,817 | $26.0M | 0.40% | +1,688+3.4% | Added |
| North Star Asset Management Inc | 51,882 | $26.5M | 1.52% | −350−0.7% | Reduced |
| HRT Financial LP | 52,087 | $26.6M | 0.27% | +42,375+436.3% | Added |
| La Banque Postale Asset Management SA | 52,109 | $26.6M | 0.59% | −5,949−10.2% | Reduced |
| Oppenheimer Asset Management Inc. | 52,324 | $26.7M | 0.41% | +3,366+6.9% | Added |
| Nichols & Pratt Advisers LLP | 53,208 | $27.2M | 2.06% | −40.0% | Reduced |
| ThornTree Capital Partners LP | 53,521 | $27.3M | 7.15% | 00.0% | Unchanged |
| AE Wealth Management LLC | 54,292 | $27.7M | 0.17% | +22,258+69.5% | Added |
| Zacks Investment Management | 54,428 | $27.8M | 0.36% | +21,579+65.7% | Added |
| Tran Capital Management, L.P. | 54,496 | $27.8M | 3.58% | −5,014−8.4% | Reduced |
| Guinness Asset Management LTD | 54,586 | $27.9M | 0.64% | +3,063+5.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 54,826 | $28.0M | 0.62% | −321−0.6% | Reduced |
| Captrust Financial Advisors | 55,373 | $28.3M | 0.11% | +4,251+8.3% | Added |
| USS Investment Management Ltd | 55,967 | $28.6M | 0.31% | +1,187+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,311 | $28.8M | 0.24% | +7,383+15.1% | Added |
| 1832 Asset Management L.P. | 56,318 | $28.8M | 0.06% | −10,905−16.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 56,919 | $29.1M | 1.94% | −16,160−22.1% | Reduced |
| Polar Capital Holdings Plc | 56,999 | $29.1M | 0.22% | +17,132+43.0% | Added |
| Taurus Asset Management, LLC | 57,289 | $29.3M | 3.55% | −150.0% | Reduced |
| Lord, Abbett & Co. LLC | 57,500 | $29.4M | 0.11% | −25,200−30.5% | Reduced |
| Texas Permanent School Fund | 57,871 | $29.6M | 0.29% | −961−1.6% | Reduced |
| Vontobel Holding Ltd. | 58,597 | $29.9M | 0.28% | −396−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 58,605 | $29.9M | 0.06% | +13,013+28.5% | Added |
| IFM Investors Pty Ltd | 58,862 | $30.1M | 0.40% | +2,675+4.8% | Added |
| King Luther Capital Management Corp | 59,192 | $30.2M | 0.16% | +10,824+22.4% | Added |
| Baird Financial Group, Inc. | 59,265 | $30.3M | 0.08% | −5,048−7.8% | Reduced |
| Boston Common Asset Management, LLC | 60,470 | $30.9M | 0.74% | −10,072−14.3% | Reduced |
| Marshall Wace, LLP | 60,687 | $31.0M | 0.07% | +48,600+402.1% | Added |
| Lannebo Fonder AB | 60,000 | $31.3M | 4.64% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 61,185 | $31.3M | 0.09% | −185,512−75.2% | Reduced |
| Xponance, Inc. | 62,126 | $31.7M | 0.43% | +882+1.4% | Added |
| CIBC World Markets Corp | 62,175 | $31.8M | 0.31% | −94,148−60.2% | Reduced |
| EULAV Asset Management | 62,610 | $32.0M | 1.17% | −1,900−2.9% | Reduced |
| Federated Hermes, Inc. | 62,616 | $32.0M | 0.09% | +17,474+38.7% | Added |
| American Century Companies Inc | 62,633 | $32.0M | 0.02% | +9,213+17.2% | Added |
| Ycg, LLC | 63,035 | $32.2M | 2.97% | −404−0.6% | Reduced |
| M&T Bank Corp | 63,281 | $32.3M | 0.13% | −7,759−10.9% | Reduced |
| HighTower Advisors, LLC | 62,850 | $32.3M | 0.06% | +10,299+19.6% | Added |
| Retirement Systems of Alabama | 63,324 | $32.4M | 0.15% | −438−0.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 63,980 | $32.7M | 2.01% | +26,410+70.3% | Added |
| Twinbeech Capital LP | 64,315 | $32.9M | 0.63% | −76,565−54.3% | Reduced |
| Baxter Bros Inc | 65,649 | $33.5M | 5.09% | −585−0.9% | Reduced |
| AMF Pensionsforsakring AB | 65,752 | $33.6M | 0.33% | −19,100−22.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 65,857 | $33.6M | 0.26% | −5,684−7.9% | Reduced |
| Susquehanna Capital Management, LLC | 65,864 | $33.7M | 39.77% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 66,682 | $34.1M | 4.58% | −403−0.6% | Reduced |
| ING Groep NV | 69,184 | $35.3M | 0.31% | +27,041+64.2% | Added |
| Aquatic Capital Management LLC | 69,480 | $35.5M | 1.48% | +7,980+13.0% | Added |
| NorthCrest Asset Manangement, LLC | 69,805 | $35.7M | 1.45% | +3,037+4.5% | Added |
| Bowie Capital Management, LLC | 70,638 | $36.1M | 4.74% | −19,771−21.9% | Reduced |
| Wilkinson Global Asset Management LLC | 70,760 | $36.2M | 2.77% | +254+0.4% | Added |
| Haverford Trust Co | 71,052 | $36.3M | 0.44% | −3,956−5.3% | Reduced |
| Suncoast Equity Management | 73,179 | $37.4M | 5.65% | +1,286+1.8% | Added |
| Amalgamated Bank | 73,507 | $37.6M | 0.32% | −890−1.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 73,670 | $37.6M | 3.17% | −76−0.1% | Reduced |