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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | 515 | $263.1K | 0.21% | 00.0% | Unchanged |
| Tufton Capital Management | 520 | $265.7K | 0.06% | +5+1.0% | Added |
| XML Financial, LLC | 520 | $265.7K | 0.03% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 522 | $266.7K | 0.18% | 00.0% | Unchanged |
| Sepio Capital, LP | 526 | $268.8K | 0.02% | +61+13.1% | Added |
| JB Capital LLC | 529 | $270.3K | 0.02% | −7,883−93.7% | Reduced |
| Csenge Advisory Group | 529 | $270.3K | 0.02% | −29−5.2% | Reduced |
| Keating Investment Counselors Inc | 530 | $270.8K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 531 | $271.3K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 526 | $272.0K | 0.05% | −7−1.3% | Reduced |
| Martin & Co Inc | 534 | $272.8K | 0.07% | +534 | New |
| RHS Financial, LLC | 545 | $278.5K | 0.19% | −40−6.8% | Reduced |
| Salem Investment Counselors Inc | 545 | $278.5K | 0.01% | +365+202.8% | Added |
| Lakeview Capital Partners, LLC | 547 | $279.5K | 0.05% | +29+5.6% | Added |
| Wealth Management Partners, LLC | 551 | $281.5K | 0.18% | +52+10.4% | Added |
| LWMG, LLC | 552 | $282.1K | 0.08% | −29−5.0% | Reduced |
| Prelude Capital Management, LLC | 554 | $283.1K | 0.03% | −47−7.8% | Reduced |
| Keebeck Alpha, LP | 554 | $283.1K | 0.28% | +57+11.5% | Added |
| Ethos Financial Group, LLC | 556 | $284.1K | 0.07% | −14−2.5% | Reduced |
| Darwin Advisors, LLC | 556 | $284.2K | 0.08% | −4,111−88.1% | Reduced |
| StoneX Group Inc. | 557 | $284.4K | 0.03% | +6+1.1% | Added |
| Wealthcare Advisory Partners LLC | 557 | $284.7K | 0.01% | −21−3.6% | Reduced |
| Warren Averett Asset Management, LLC | 561 | $286.6K | 0.01% | −75−11.8% | Reduced |
| Meeder Asset Management Inc | 565 | $288.7K | 0.02% | −13,699−96.0% | Reduced |
| Perennial Investment Advisors, LLC | 568 | $290.2K | 0.05% | −4−0.7% | Reduced |
| Gradient Capital Advisors, LLC | 569 | $290.7K | 0.12% | +7+1.2% | Added |
| ICA Group Wealth Management, LLC | 569 | $291.6K | 0.08% | +54+10.5% | Added |
| Independent Financial Group, LLC | 573 | $292.8K | 0.02% | +76+15.3% | Added |
| High Falls Advisors, Inc | 573 | $292.9K | 0.09% | +1+0.2% | Added |
| Eagle Ridge Investment Management | 575 | $293.8K | 0.03% | −2−0.3% | Reduced |
| New England Research & Management, Inc. | 575 | $294.0K | 0.17% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 578 | $295.3K | 0.07% | +24+4.3% | Added |
| Coastline Trust Co | 581 | $296.9K | 0.04% | −75−11.4% | Reduced |
| Cedar Mountain Advisors, LLC | 582 | $297.5K | 0.09% | +1+0.2% | Added |
| Provence Wealth Management Group | 584 | $298.4K | 0.18% | +584 | New |
| Ameritas Advisory Services, LLC | 566 | $298.6K | 0.01% | +18+3.3% | Added |
| Cornercap Investment Counsel Inc | 585 | $298.9K | 0.05% | −3,585−86.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 585 | $299.0K | 0.01% | +10+1.7% | Added |
| Hills Bank & Trust Co | 586 | $299.4K | 0.03% | +586 | New |
| Crescent Sterling, Ltd. | 592 | $302.5K | 0.32% | −11−1.8% | Reduced |
| Hartline Investment Corp | 594 | $303.5K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 594 | $303.5K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 596 | $304.5K | 0.01% | −527−46.9% | Reduced |
| Redwood Investment Management, LLC | 599 | $306.0K | 0.03% | +599 | New |
| Belpointe Asset Management LLC | 599 | $306.5K | 0.03% | +45+8.1% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $306.6K | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $306.6K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $306.6K | 0.14% | 00.0% | Unchanged |
| Resources Management Corp | 600 | $307.0K | 0.05% | 00.0% | Unchanged |
| Westwood Management Corp | 600 | $307.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $307.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $307.0K | 0.18% | 00.0% | Unchanged |
| Jacobsen Capital Management | 602 | $307.6K | 0.17% | +9+1.5% | Added |
| Concord Asset Management, LLC | 602 | $307.6K | 0.10% | +138+29.7% | Added |
| Endowment Wealth Management, Inc. | 602 | $307.6K | 0.28% | +2+0.3% | Added |
| Valtinson Bruner Financial Planning LLC | 605 | $309.1K | 0.17% | 00.0% | Unchanged |
| Studio Investment Management LLC | 606 | $309.6K | 0.09% | −390−39.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 606 | $309.6K | 0.07% | +105+21.0% | Added |
| Rehmann Capital Advisory Group | 608 | $310.9K | 0.03% | −14−2.3% | Reduced |
| TCTC Holdings, LLC | 609 | $311.2K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 610 | $311.8K | 0.07% | −7−1.1% | Reduced |
| Capital Advisors, Ltd. LLC | 611 | $312.0K | 0.05% | +30+5.2% | Added |
| Nelson Capital Management, LLC | 611 | $312.2K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 613 | $313.2K | 0.06% | −390−38.9% | Reduced |
| South State Corp. | 613 | $313.2K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 613 | $313.4K | 0.02% | −6−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 613 | $313.5K | 0.01% | −5−0.8% | Reduced |
| Tanager Wealth Management LLP | 614 | $313.7K | 0.07% | −104−14.5% | Reduced |
| Spartan Planning & Wealth Management | 614 | $313.7K | 0.37% | +614 | New |
| Altfest L J & Co Inc | 619 | $316.0K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 620 | $316.8K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 620 | $316.8K | 0.03% | 00.0% | Unchanged |
| Camden National Bank | 624 | $318.8K | 0.07% | −20−3.1% | Reduced |
| Tranquility Partners, LLC | 624 | $318.8K | 0.14% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 627 | $320.4K | 0.03% | +231+58.3% | Added |
| Somerville Kurt F | 630 | $321.9K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 630 | $321.9K | 0.48% | +626+15,650.0% | Added |
| Southeast Asset Advisors Inc. | 632 | $322.9K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $327.0K | 0.33% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 640 | $327.0K | 0.04% | +56+9.6% | Added |
| Bigelow Investment Advisors, LLC | 644 | $329.0K | 0.19% | +6+0.9% | Added |
| Ewa, LLC | 620 | $329.8K | 0.21% | +167+36.9% | Added |
| Ambassador Advisors, LLC | 629 | $334.7K | 0.08% | +175+38.5% | Added |
| Triad Investment Management | 656 | $335.2K | 0.49% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 662 | $338.2K | 0.01% | +662 | New |
| Heritage Trust Co | 663 | $338.8K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 664 | $339.3K | 0.08% | +7+1.1% | Added |
| Glen Eagle Advisors, LLC | 668 | $341.4K | 0.08% | −1−0.1% | Reduced |
| Baker Boyer National Bank | 670 | $342.3K | 0.14% | +670 | New |
| Drive Wealth Management, LLC | 671 | $343.0K | 0.13% | +41+6.5% | Added |
| Planned Solutions, Inc. | 672 | $343.4K | 0.21% | −50−6.9% | Reduced |
| Vise Technologies, Inc. | 672 | $343.4K | 0.08% | +137+25.6% | Added |
| Concord Wealth Partners | 673 | $343.9K | 0.07% | +64+10.5% | Added |
| St. Louis Trust Co | 674 | $344.4K | 0.06% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 675 | $344.7K | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $344.9K | 0.06% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 675 | $344.9K | 0.26% | −29−4.1% | Reduced |
| FFT Wealth Management LLC | 679 | $346.9K | 0.04% | +86+14.5% | Added |
| XTX Topco Ltd | 690 | $352.5K | 0.06% | +690 | New |
| Winslow Capital Management, LLC | 691 | $353.1K | 0.00% | −45−6.1% | Reduced |