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 |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 900 | $459.8K | 0.30% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 902 | $460.9K | 0.37% | −10−1.1% | Reduced |
| Godsey & Gibb Associates | 905 | $462.4K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $462.4K | 0.35% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 907 | $463.3K | 0.07% | +9+1.0% | Added |
| Beaumont Financial Advisors, LLC | 907 | $463.4K | 0.05% | −24−2.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 911 | $465.4K | 0.06% | +18+2.0% | Added |
| Axiom Advisory, LLC | 915 | $467.7K | 0.42% | +1+0.1% | Added |
| Legacy Financial Advisors, Inc. | 918 | $469.0K | 0.09% | +207+29.1% | Added |
| Freestone Capital Holdings, LLC | 921 | $470.6K | 0.02% | −67−6.8% | Reduced |
| Tradewinds, LLC. | 922 | $471.1K | 0.28% | +922 | New |
| Integrated Investment Consultants, LLC | 923 | $471.6K | 0.17% | −203−18.0% | Reduced |
| AIA Group Ltd | 925 | $472.6K | 0.02% | +925 | New |
| Financial Advocates Investment Management | 926 | $473.1K | 0.03% | +292+46.1% | Added |
| Aaron Wealth Advisors | 940 | $480.3K | 0.06% | −58−5.8% | Reduced |
| Breakwater Capital Group | 983 | $480.9K | 0.17% | +34+3.6% | Added |
| Woodstock Corp | 944 | $482.3K | 0.06% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 949 | $484.9K | 0.23% | 00.0% | Unchanged |
| Waycross Partners, LLC | 950 | $485.4K | 0.11% | −400−29.6% | Reduced |
| Braun-Bostich & Associates Inc. | 950 | $485.4K | 0.91% | +950 | New |
| Accurate Wealth Management, LLC | 903 | $486.8K | 0.15% | +363+67.2% | Added |
| Parkside Financial Bank & Trust | 953 | $486.9K | 0.11% | +25+2.7% | Added |
| InterOcean Capital Group, LLC | 966 | $493.6K | 0.02% | −529−35.4% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $495.0K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 972 | $496.9K | 0.02% | +193+24.8% | Added |
| MONECO Advisors, LLC | 975 | $498.0K | 0.14% | +6+0.6% | Added |
| Traynor Capital Management, Inc. | 975 | $498.1K | 0.07% | +128+15.1% | Added |
| Tiemann Investment Advisors, LLC | 976 | $498.7K | 0.27% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 977 | $499.2K | 0.28% | +977 | New |
| Chase Investment Counsel Corp | 980 | $500.0K | 0.25% | +980 | New |
| Caldwell Trust Co | 987 | $504.3K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 989 | $505.3K | 0.36% | +9+0.9% | Added |
| Crescent Grove Advisors, LLC | 991 | $506.3K | 0.06% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 994 | $507.8K | 0.28% | +126+14.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 996 | $508.9K | 0.02% | +20+2.0% | Added |
| MWA Asset Management | 998 | $509.9K | 0.49% | +998 | New |
| RBF Capital, LLC | 1,000 | $510.9K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,003 | $512.6K | 0.07% | +34+3.5% | Added |
| Maven Securities LTD | 1,004 | $513.0K | 0.06% | +1,004 | New |
| Perkins Coie Trust Co | 1,015 | $518.6K | 0.15% | +1,015 | New |
| Sand Hill Global Advisors, LLC | 1,020 | $521.2K | 0.03% | −11−1.1% | Reduced |
| Concorde Asset Management, LLC | 1,024 | $523.4K | 0.47% | −47−4.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,025 | $523.7K | 0.04% | +167+19.5% | Added |
| Cornerstone Wealth Management, LLC | 1,028 | $524.8K | 0.05% | +1,028 | New |
| Symphony Financial, Ltd. Co. | 1,020 | $526.0K | 0.13% | −317−23.7% | Reduced |
| Glenview Trust Co | 1,031 | $526.8K | 0.01% | +19+1.9% | Added |
| Sherbrooke Park Advisers LLC | 1,031 | $526.8K | 0.17% | −1,469−58.8% | Reduced |
| Private Trust Co NA | 1,035 | $528.6K | 0.07% | −2,820−73.2% | Reduced |
| Wharton Business Group, LLC | 1,035 | $529.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,039 | $530.9K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,039 | $531.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,041 | $531.9K | 0.01% | +42+4.2% | Added |
| ICW Investment Advisors LLC | 1,043 | $532.8K | 0.29% | +1+0.1% | Added |
| China Universal Asset Management Co., Ltd. | 1,044 | $533.4K | 0.15% | +728+230.4% | Added |
| KMG Fiduciary Partners, LLC | 1,050 | $536.5K | 0.07% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,386 | $537.0K | 0.19% | +44+3.3% | Added |
| Yarbrough Capital, LLC | 1,055 | $539.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,055 | $539.1K | 0.02% | −134−11.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,059 | $541.3K | 0.17% | +113+11.9% | Added |
| Wallace Advisory Group, LLC | 1,182 | $541.6K | 0.39% | +87+7.9% | Added |
| Harbor Investment Advisory, LLC | 1,061 | $542.1K | 0.07% | −179−14.4% | Reduced |
| Capital Investment Advisors, LLC | 1,064 | $543.4K | 0.02% | −241−18.5% | Reduced |
| Abbrea Capital, LLC | 1,064 | $544.0K | 0.09% | +15+1.4% | Added |
| Resources Investment Advisors, LLC. | 1,069 | $546.3K | 0.01% | −260−19.6% | Reduced |
| Evercore Wealth Management, LLC | 1,079 | $551.3K | 0.01% | +21+2.0% | Added |
| Horizon Family Wealth, Inc. | 1,080 | $551.9K | 0.53% | +2+0.2% | Added |
| Burney Co | 1,081 | $552.3K | 0.03% | +51+5.0% | Added |
| PDS Planning, Inc | 1,090 | $556.9K | 0.07% | +36+3.4% | Added |
| MJP Associates Inc | 1,091 | $557.3K | 0.16% | +224+25.8% | Added |
| Meitav Dash Investments Ltd | 1,092 | $560.9K | 0.01% | −468−30.0% | Reduced |
| Argus Investors' Counsel, Inc. | 1,098 | $561.0K | 0.40% | −24−2.1% | Reduced |
| Cooper Financial Group | 1,101 | $562.6K | 0.14% | +5+0.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,102 | $563.1K | 0.01% | +1,102 | New |
| Truepoint, Inc. | 1,105 | $564.8K | 0.02% | +103+10.3% | Added |
| Buckingham Strategic Partners | 1,107 | $565.6K | 0.03% | +85+8.3% | Added |
| Catalyst Private Wealth, LLC | 1,108 | $566.1K | 0.33% | −170−13.3% | Reduced |
| Forum Financial Management, LP | 1,108 | $566.1K | 0.01% | +20+1.8% | Added |
| Institute for Wealth Management, LLC. | 1,109 | $566.6K | 0.10% | −10−0.9% | Reduced |
| Integrated Advisors Network LLC | 1,110 | $567.2K | 0.03% | −145−11.6% | Reduced |
| First National Bank of Hutchinson | 1,111 | $567.7K | 0.43% | +45+4.2% | Added |
| Trellis Advisors, LLC | 1,112 | $568.2K | 0.26% | +1+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,120 | $572.3K | 0.20% | −160−12.5% | Reduced |
| Kolinsky Wealth Management, LLC | 1,120 | $572.3K | 0.57% | +12+1.1% | Added |
| Truvestments Capital LLC | 1,121 | $572.7K | 0.30% | +3+0.3% | Added |
| Magnus Financial Group LLC | 1,126 | $575.3K | 0.08% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,127 | $575.6K | 0.05% | −3−0.3% | Reduced |
| Schnieders Capital Management LLC | 1,128 | $576.3K | 0.13% | +25+2.3% | Added |
| Concentric Wealth Management, LLC | 1,130 | $577.4K | 0.19% | −200−15.0% | Reduced |
| Wealthstar Advisors, LLC | 1,133 | $578.9K | 0.25% | +208+22.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,150 | $587.7K | 0.23% | −16−1.4% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $588.1K | 0.10% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,151 | $588.1K | 0.35% | +1,151 | New |
| NorthRock Partners, LLC | 1,151 | $588.1K | 0.06% | +178+18.3% | Added |
| WR Wealth Planners, LLC | 1,154 | $589.6K | 0.22% | +50+4.5% | Added |
| Reynders McVeigh Capital Management, LLC | 1,157 | $591.0K | 0.04% | −1−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,165 | $595.3K | 0.06% | −3,883−76.9% | Reduced |
| Chicago Trust Co NA | 1,176 | $600.9K | 0.15% | −10−0.8% | Reduced |
| Whalerock Point Partners, LLC | 1,176 | $600.9K | 0.21% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,177 | $601.4K | 0.10% | −15−1.3% | Reduced |
| Claro Advisors LLC | 1,179 | $602.6K | 0.15% | −233−16.5% | Reduced |