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 |
|---|---|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 50 | $25.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $25.5K | 0.01% | +50 | New |
| City State Bank | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $27.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 55 | $28.1K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $28.1K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $30.0K | 0.01% | +20+50.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 60 | $30.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 65 | $33.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 65 | $33.3K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 65 | $33.6K | 0.02% | −15−18.8% | Reduced |
| Aspire Private Capital, LLC | 66 | $33.7K | 0.01% | +39+144.4% | Added |
| Tradition Wealth Management, LLC | 66 | $34.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 72 | $36.8K | 0.00% | +7+10.8% | Added |
| GPS Wealth Strategies Group, LLC | 77 | $39.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 79 | $40.3K | 0.02% | +4+5.3% | Added |
| ORG Partners LLC | 79 | $40.3K | 0.01% | −7−8.1% | Reduced |
| Key Financial Inc | 80 | $40.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 84 | $42.9K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 85 | $43.4K | 0.04% | +85 | New |
| Activest Wealth Management | 87 | $44.5K | 0.03% | −46−34.6% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $45.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $46.0K | 0.00% | −3−3.2% | Reduced |
| Paladin Advisory Group, LLC | 90 | $46.0K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $46.6K | 0.04% | +69+313.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,474 | $49.9K | 1.46% | −1,712−12.1% | Reduced |
| Horizon Bancorp Inc | 98 | $50.0K | 0.03% | −300−75.4% | Reduced |
| SkyView Investment Advisors, LLC | 98 | $50.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $50.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $50.2K | 0.02% | −6−5.8% | Reduced |
| Addison Advisors LLC | 100 | $51.1K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $51.1K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 106 | $51.2K | 0.00% | +106 | New |
| Toth Financial Advisory Corp | 102 | $52.0K | 0.01% | +12+13.3% | Added |
| GW&K Investment Management, LLC | 104 | $53.0K | 0.00% | +3+3.0% | Added |
| Raleigh Capital Management Inc. | 107 | $54.6K | 0.03% | +56+109.8% | Added |
| Piscataqua Savings Bank | 107 | $54.7K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $54.7K | 0.02% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 109 | $55.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $57.2K | 0.02% | +5+4.7% | Added |
| First Financial Corp | 114 | $58.2K | 0.03% | +18+18.8% | Added |
| First Manhattan Co | 115 | $58.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 115 | $58.8K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 114 | $59.0K | 0.02% | +114 | New |
| Annapolis Financial Services, LLC | 120 | $61.3K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 122 | $62.3K | 0.03% | +18+17.3% | Added |
| McIlrath & Eck, LLC | 122 | $62.5K | 0.01% | +16+15.1% | Added |
| Princeton Global Asset Management LLC | 123 | $62.7K | 0.02% | −15−10.9% | Reduced |
| Washington Trust Advisors, Inc. | 125 | $63.7K | 0.01% | +3+2.5% | Added |
| Global Financial Private Client, LLC | 129 | $66.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 134 | $68.5K | 0.00% | −32−19.3% | Reduced |
| Carolinas Wealth Consulting LLC | 143 | $70.6K | 0.02% | −14−8.9% | Reduced |
| Highline Wealth Partners LLC | 139 | $70.9K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $72.0K | 0.01% | −35−19.9% | Reduced |
| Core Alternative Capital | 147 | $75.1K | 0.01% | −24−14.0% | Reduced |
| Deseret Mutual Benefit Administrators | 149 | $76.1K | 0.04% | −9−5.7% | Reduced |
| St Germain D J Co Inc | 150 | $76.6K | 0.00% | +6+4.2% | Added |
| NBC Securities, Inc. | 152 | $77.0K | 0.01% | +152 | New |
| Loomis Sayles & Co L P | 153 | $78.0K | 0.00% | −459−75.0% | Reduced |
| Avalon Trust Co | 157 | $80.2K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 157 | $80.2K | 0.04% | +157 | New |
| Resurgent Financial Advisors LLC | 161 | $82.3K | 0.06% | −13−7.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $83.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 168 | $85.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 168 | $85.8K | 0.01% | −4−2.3% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $92.0K | 0.05% | +180 | New |
| Farmers & Merchants Investments Inc | 190 | $97.1K | 0.00% | +5+2.7% | Added |
| Sands Capital Management, LLC | 195 | $99.6K | 0.00% | −3,840−95.2% | Reduced |
| Birch Capital Management, LLC | 197 | $100.7K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 199 | $101.7K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 200 | $102.2K | 0.05% | +5+2.6% | Added |
| Peoples Bank | 200 | $102.2K | 0.09% | +200 | New |
| Arlington Partners LLC | 204 | $104.2K | 0.04% | +1+0.5% | Added |
| Arlington Trust Co LLC | 204 | $104.2K | 0.04% | +204 | New |
| Islay Capital Management, LLC | 205 | $104.7K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 211 | $107.8K | 0.01% | −524−71.3% | Reduced |
| Hexagon Capital Partners LLC | 211 | $107.8K | 0.03% | +4+1.9% | Added |
| C M Bidwell & Associates Ltd | 222 | $113.4K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 227 | $116.0K | 0.02% | +76+50.3% | Added |
| Delta Asset Management LLC | 228 | $116.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 234 | $119.5K | 0.01% | −60−20.4% | Reduced |
| DT Investment Partners, LLC | 246 | $125.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 267 | $136.4K | 0.01% | −404−60.2% | Reduced |
| Strengthening Families & Communities, LLC | 273 | $139.0K | 0.06% | −54−16.5% | Reduced |
| Western Pacific Wealth Management, LP | 287 | $146.6K | 0.12% | +13+4.7% | Added |
| Jones Financial Companies LLLP | 289 | $147.7K | 0.00% | +39+15.6% | Added |
| Blue Chip Partners, Inc. | 310 | $158.4K | 0.02% | +1+0.3% | Added |
| Covestor Ltd | 310 | $159.0K | 0.12% | −4−1.3% | Reduced |
| Riverview Trust Co | 313 | $159.9K | 0.14% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 324 | $165.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 350 | $178.7K | 0.09% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 355 | $181.4K | 0.02% | −4−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 362 | $185.0K | 0.04% | −83−18.7% | Reduced |
| Pinnacle Bancorp, Inc. | 369 | $188.5K | 0.07% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 374 | $191.1K | 0.20% | 00.0% | Unchanged |
| Renasant Bank | 393 | $200.8K | 0.17% | +393 | New |
| Western Wealth Management, LLC | 393 | $200.8K | 0.02% | +393 | New |
| Quantum Financial Advisors, LLC | 394 | $201.1K | 0.06% | +394 | New |
| Win Advisors, Inc | 397 | $202.8K | 0.10% | +397 | New |
| Solidarilty Wealth, LLC | 398 | $203.4K | 0.07% | +398 | New |