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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 692 | $353.4K | 0.05% | −181−20.7% | Reduced |
| JJJ Advisors Inc. | 699 | $357.1K | 0.09% | +75+12.0% | Added |
| Capital Investment Counsel, Inc | 700 | $357.7K | 0.07% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 700 | $357.7K | 0.08% | +700 | New |
| Samalin Investment Counsel, LLC | 701 | $358.1K | 0.21% | −94−11.8% | Reduced |
| Union Savings Bank | 705 | $360.2K | 0.22% | 00.0% | Unchanged |
| Cipher Capital LP | 706 | $360.7K | 0.26% | −1,561−68.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 707 | $361.0K | 0.32% | +74+11.7% | Added |
| Great Diamond Partners, LLC | 707 | $361.2K | 0.10% | −5−0.7% | Reduced |
| Ifrah Financial Services, Inc. | 711 | $363.1K | 0.11% | −4−0.6% | Reduced |
| Nilsine Partners, LLC | 712 | $363.8K | 0.06% | +1+0.1% | Added |
| Mechanics Bank Trust Department | 717 | $366.3K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 718 | $366.9K | 0.14% | 00.0% | Unchanged |
| WP Advisors, LLC | 719 | $367.5K | 0.15% | +1+0.1% | Added |
| Winthrop Advisory Group LLC | 720 | $367.7K | 0.06% | −111−13.4% | Reduced |
| Thomasville National Bank | 721 | $368.4K | 0.04% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 722 | $368.9K | 0.17% | −2−0.3% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $370.4K | 0.08% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 729 | $372.5K | 0.47% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 731 | $373.4K | 0.05% | −132−15.3% | Reduced |
| Fishman Jay A Ltd | 732 | $374.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 821 | $376.0K | 0.01% | +440+115.5% | Added |
| New Millennium Group LLC | 736 | $376.3K | 0.34% | −80−9.8% | Reduced |
| Riverwater Partners LLC | 739 | $377.6K | 0.34% | −2−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 739 | $377.6K | 0.05% | +7+1.0% | Added |
| Kennon-Green & Company, LLC | 741 | $378.6K | 0.38% | +16+2.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 741 | $378.6K | 0.20% | +741 | New |
| Arrow Financial Corp | 750 | $383.2K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 751 | $383.7K | 0.01% | −185−19.8% | Reduced |
| Gill Capital Partners, LLC | 753 | $384.7K | 0.17% | 00.0% | Unchanged |
| Park Place Capital Corp | 758 | $387.3K | 0.11% | −9−1.2% | Reduced |
| Simmons Bank | 761 | $388.8K | 0.03% | +205+36.9% | Added |
| Nations Financial Group Inc, | 763 | $389.8K | 0.04% | −628−45.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 764 | $391.0K | 0.01% | −2,015−72.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $391.4K | 0.08% | −24−3.0% | Reduced |
| Douglas Lane & Associates, LLC | 767 | $391.9K | 0.01% | +50+7.0% | Added |
| Verity Asset Management, Inc. | 769 | $392.9K | 0.29% | +19+2.5% | Added |
| Front Barnett Associates LLC | 770 | $393.0K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 773 | $395.2K | 0.11% | +21+2.8% | Added |
| Royal Fund Management, LLC | 774 | $395.5K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 780 | $396.2K | 0.05% | −29,758−97.4% | Reduced |
| Catalyst Financial Partners LLC | 782 | $399.6K | 0.13% | +55+7.6% | Added |
| Legacy Bridge, LLC | 782 | $399.6K | 0.28% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 784 | $400.4K | 0.11% | +784 | New |
| L2 Asset Management, LLC | 1,004 | $400.6K | 0.19% | +299+42.4% | Added |
| Heartland Bank & Trust Co | 785 | $401.1K | 0.32% | +11+1.4% | Added |
| Wealth Management Associates, Inc. | 786 | $401.6K | 0.23% | +66+9.2% | Added |
| David Loasby | 779 | $403.1K | 0.04% | −144−15.6% | Reduced |
| Avenue 1 Advisors, LLC | 790 | $403.6K | 0.20% | +3+0.4% | Added |
| Oakworth Capital, Inc. | 791 | $404.2K | 0.04% | −28−3.4% | Reduced |
| Capula Management Ltd | 794 | $405.7K | 0.03% | +794 | New |
| NBT Bank N A | 799 | $408.2K | 0.04% | +799 | New |
| Blueprint Investment Partners LLC | 800 | $408.8K | 0.13% | −72−8.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 800 | $408.8K | 0.04% | −7−0.9% | Reduced |
| Alta Advisers Ltd | 800 | $408.8K | 0.24% | 00.0% | Unchanged |
| Plancorp, LLC | 800 | $408.8K | 0.02% | +31+4.0% | Added |
| Bourne Lent Asset Management Inc | 805 | $411.5K | 0.18% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 807 | $412.4K | 0.12% | +63+8.5% | Added |
| Elgethun Capital Management | 806 | $413.5K | 0.12% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 810 | $413.9K | 0.12% | −45−5.3% | Reduced |
| Advanced Portfolio Management, LLC | 811 | $414.4K | 0.36% | +811 | New |
| Epic Trust Investment Advisors, LLC | 811 | $414.5K | 0.65% | −42−4.9% | Reduced |
| Michael B. Yongue | 814 | $415.9K | 0.41% | +52+6.8% | Added |
| Morningstar Investment Services LLC | 811 | $416.0K | 0.01% | +118+17.0% | Added |
| Worldquant Millennium Advisors LLC | 815 | $416.4K | 0.01% | +815 | New |
| Inceptionr LLC | 815 | $416.4K | 0.24% | +815 | New |
| Atomi Financial Group, Inc. | 819 | $418.5K | 0.14% | −40−4.7% | Reduced |
| Prospera Financial Services Inc | 820 | $419.1K | 0.02% | +129+18.7% | Added |
| Sage Mountain Advisors LLC | 822 | $420.0K | 0.06% | +120+17.1% | Added |
| Koshinski Asset Management, Inc. | 823 | $420.6K | 0.05% | −51−5.8% | Reduced |
| Syon Capital LLC | 825 | $421.5K | 0.05% | +825 | New |
| Veracity Capital LLC | 827 | $422.5K | 0.20% | −1−0.1% | Reduced |
| Apeiron RIA LLC | 831 | $424.6K | 0.14% | −2−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 833 | $425.6K | 0.02% | +833 | New |
| Transform Wealth, LLC | 834 | $426.1K | 0.04% | −35−4.0% | Reduced |
| Alpha Omega Wealth Management LLC | 834 | $426.1K | 0.07% | −9−1.1% | Reduced |
| Washington Trust Bank | 835 | $426.6K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 844 | $431.1K | 0.17% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 845 | $431.8K | 0.03% | −229−21.3% | Reduced |
| Interchange Capital Partners, LLC | 849 | $433.6K | 0.34% | +74+9.5% | Added |
| Farther Finance Advisors, LLC | 860 | $439.5K | 0.07% | +505+142.3% | Added |
| Partners Capital Investment Group, LLP | 861 | $439.9K | 0.01% | +861 | New |
| Leavell Investment Management, Inc. | 861 | $440.0K | 0.03% | −66−7.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 862 | $440.4K | 0.11% | +20+2.4% | Added |
| Atlantic Trust, LLC | 867 | $443.2K | 0.15% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 869 | $444.0K | 0.15% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 869 | $444.0K | 0.38% | +869 | New |
| Seven Mile Advisory | 870 | $444.5K | 0.47% | +63+7.8% | Added |
| PFG Investments, LLC | 873 | $445.8K | 0.08% | −15−1.7% | Reduced |
| Essex Financial Services, Inc. | 875 | $447.2K | 0.05% | +115+15.1% | Added |
| Avitas Wealth Management LLC | 881 | $450.1K | 0.09% | −24−2.7% | Reduced |
| Horan Capital Advisors, LLC. | 883 | $451.2K | 0.18% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 883 | $451.2K | 0.10% | +709+407.5% | Added |
| Principal Street Partners, LLC | 884 | $451.7K | 0.09% | +442+100.0% | Added |
| Ulland Investment Advisors, LLC | 890 | $455.0K | 0.50% | −181−16.9% | Reduced |
| First National Trust Co | 891 | $455.2K | 0.02% | +285+47.0% | Added |
| Fortune Financial Advisors, LLC | 891 | $455.5K | 0.35% | +32+3.7% | Added |
| Connecticut Wealth Management, LLC | 895 | $457.3K | 0.03% | +430+92.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $459.8K | 0.17% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $459.8K | 0.06% | 00.0% | Unchanged |