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 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 1,183 | $604.4K | 0.07% | −45−3.7% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $605.5K | 0.08% | 00.0% | Unchanged |
| Saranac Partners Ltd | 1,185 | $605.5K | 0.34% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,188 | $607.0K | 0.06% | +1,188 | New |
| Bull Oak Capital, LLC | 1,188 | $607.0K | 0.66% | +1,188 | New |
| Pinnacle West Asset Management, Inc. | 1,190 | $608.0K | 0.60% | +140+13.3% | Added |
| RSM US Wealth Management LLC | 1,190 | $608.0K | 0.02% | −51−4.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,191 | $608.5K | 0.59% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 1,200 | $613.1K | 0.26% | 00.0% | Unchanged |
| Keel Point, LLC | 1,200 | $613.1K | 0.08% | +19+1.6% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $617.0K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,210 | $618.0K | 0.06% | +1+0.1% | Added |
| Congress Park Capital LLC | 1,225 | $625.9K | 0.36% | −350−22.2% | Reduced |
| Wade G W & Inc | 1,230 | $628.0K | 0.02% | +27+2.2% | Added |
| 1st Source Bank | 1,230 | $628.5K | 0.04% | −46−3.6% | Reduced |
| Triasima Portfolio Management inc. | 1,234 | $630.5K | 0.06% | −10−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,238 | $632.0K | 0.06% | −5,580−81.8% | Reduced |
| Fluent Financial, LLC | 1,239 | $633.1K | 0.34% | +118+10.5% | Added |
| North Star Investment Management Corp. | 1,240 | $633.6K | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,242 | $634.8K | 0.15% | +8+0.6% | Added |
| Cardiff Park Advisors, LLC | 1,245 | $636.1K | 0.08% | −265−17.5% | Reduced |
| Lloyd Advisory Services, LLC. | 1,247 | $637.3K | 0.21% | +1,247 | New |
| Norden Group LLC | 1,247 | $637.3K | 0.21% | +1,247 | New |
| Baldwin Brothers Inc | 1,255 | $641.2K | 0.06% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,259 | $643.3K | 0.20% | +1,259 | New |
| Bahl & Gaynor Inc | 1,261 | $644.3K | 0.00% | −232−15.5% | Reduced |
| Hoxton Planning & Management, LLC | 1,265 | $646.0K | 0.42% | −40−3.1% | Reduced |
| Summit Financial, LLC | 1,265 | $646.4K | 0.05% | +49+4.0% | Added |
| Money Concepts Capital Corp | 1,267 | $647.5K | 0.07% | +26+2.1% | Added |
| Donoghue Forlines LLC | 1,269 | $648.4K | 0.23% | −225−15.1% | Reduced |
| Advisors Capital Management, LLC | 1,274 | $651.0K | 0.02% | −69−5.1% | Reduced |
| Ancora Advisors, LLC | 1,274 | $651.0K | 0.02% | −133−9.5% | Reduced |
| SS&H Financial Advisors, Inc. | 1,277 | $652.0K | 0.31% | +1,277 | New |
| Smith, Salley & Associates | 1,277 | $652.5K | 0.05% | +1,277 | New |
| Elevated Capital Advisors, LLC | 1,278 | $653.0K | 0.22% | −22−1.7% | Reduced |
| New Hampshire Trust | 1,282 | $655.0K | 0.18% | −12−0.9% | Reduced |
| AtonRa Partners | 1,285 | $656.6K | 1.38% | −764−37.3% | Reduced |
| We Are One Seven, LLC | 1,289 | $658.6K | 0.05% | +196+17.9% | Added |
| DGS Capital Management, LLC | 1,292 | $660.3K | 0.32% | −82−6.0% | Reduced |
| Brevan Howard Capital Management LP | 1,301 | $664.7K | 0.20% | +1,301 | New |
| Plimoth Trust Co LLC | 1,305 | $666.8K | 0.21% | −75−5.4% | Reduced |
| First Commonwealth Financial Corp | 1,307 | $667.8K | 0.22% | −33−2.5% | Reduced |
| First Affirmative Financial Network | 1,312 | $670.2K | 0.66% | +126+10.6% | Added |
| Fort Pitt Capital Group, LLC | 1,324 | $676.6K | 0.03% | +30+2.3% | Added |
| Pinnacle Associates Ltd | 1,325 | $676.9K | 0.01% | +16+1.2% | Added |
| Act Wealth Management, LLC | 1,326 | $677.5K | 0.45% | 00.0% | Unchanged |
| Spinnaker Trust | 1,329 | $679.0K | 0.05% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $679.0K | 0.38% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,335 | $682.1K | 0.06% | +633+90.2% | Added |
| Level Four Advisory Services, LLC | 1,336 | $682.5K | 0.04% | +40+3.1% | Added |
| Oarsman Capital, Inc. | 1,340 | $684.7K | 0.29% | +266+24.8% | Added |
| Connolly Sarah T. | 1,345 | $687.2K | 0.45% | −120−8.2% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $687.2K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,350 | $689.8K | 0.11% | −540−28.6% | Reduced |
| Global Retirement Partners, LLC | 1,337 | $691.6K | 0.03% | +91+7.3% | Added |
| AMG National Trust Bank | 1,356 | $692.8K | 0.02% | +37+2.8% | Added |
| TrinityPoint Wealth, LLC | 1,358 | $693.9K | 0.14% | −43−3.1% | Reduced |
| Eastern Bank | 1,361 | $695.4K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,365 | $697.4K | 0.04% | −49−3.5% | Reduced |
| FineMark National Bank & Trust | 1,369 | $699.5K | 0.03% | +139+11.3% | Added |
| Voya Financial Advisors, Inc. | 1,366 | $699.7K | 0.09% | −83−5.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,370 | $700.0K | 0.01% | −10−0.7% | Reduced |
| Fulton Bank, N.A. | 1,372 | $701.0K | 0.03% | +85+6.6% | Added |
| Applied Capital LLC | 1,382 | $706.1K | 0.70% | 00.0% | Unchanged |
| Balentine LLC | 1,387 | $708.7K | 0.02% | −26−1.8% | Reduced |
| Brown Shipley& Co Ltd | 1,388 | $709.2K | 0.39% | −132−8.7% | Reduced |
| Geneos Wealth Management Inc. | 1,388 | $709.4K | 0.04% | +34+2.5% | Added |
| PAX Financial Group, LLC | 1,397 | $713.8K | 0.16% | −144−9.3% | Reduced |
| Verdence Capital Advisors LLC | 1,399 | $714.6K | 0.08% | −162−10.4% | Reduced |
| Richard W. Paul & Associates, LLC | 1,402 | $716.3K | 0.33% | −115−7.6% | Reduced |
| Northern Financial Advisors Inc | 1,404 | $717.4K | 0.66% | −28−2.0% | Reduced |
| Childress Capital Advisors, LLC | 1,407 | $718.9K | 0.24% | +1,407 | New |
| Monticello Wealth Management, LLC | 1,408 | $719.4K | 0.07% | +1,408 | New |
| Westfield Capital Management Co LP | 1,410 | $720.4K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,413 | $722.0K | 0.13% | +571+67.8% | Added |
| United Asset Strategies, Inc. | 1,413 | $722.0K | 0.09% | +12+0.9% | Added |
| IHT Wealth Management, LLC | 1,414 | $722.5K | 0.04% | −1,354−48.9% | Reduced |
| Cinctive Capital Management LP | 1,416 | $723.5K | 0.04% | +1,416 | New |
| Arkadios Wealth Advisors | 1,421 | $726.2K | 0.07% | +16+1.1% | Added |
| Fidelis Capital Partners, LLC | 1,428 | $729.6K | 0.25% | −5−0.3% | Reduced |
| Delta Financial Group, Inc. | 1,428 | $730.0K | 0.25% | +1,428 | New |
| Teza Capital Management LLC | 1,441 | $736.3K | 0.12% | +1,441 | New |
| Main Street Financial Solutions, LLC | 1,444 | $737.8K | 0.10% | +1,444 | New |
| Grove Bank & Trust | 1,455 | $743.4K | 0.15% | +659+82.8% | Added |
| Group One Trading, L.P. | 1,462 | $747.0K | 0.03% | +587+67.1% | Added |
| Great Lakes Advisors, LLC | 1,464 | $748.0K | 0.01% | +49+3.5% | Added |
| Proffitt & Goodson Inc | 1,465 | $748.5K | 0.15% | −3−0.2% | Reduced |
| Alphadyne Asset Management LP | 1,473 | $752.6K | 0.36% | +1,473 | New |
| Valmark Advisers, Inc. | 1,474 | $753.1K | 0.02% | −33−2.2% | Reduced |
| Unique Wealth, LLC | 1,475 | $753.6K | 0.31% | +645+77.7% | Added |
| Van Strum & Towne Inc. | 1,486 | $759.3K | 0.32% | 00.0% | Unchanged |
| Intrust Bank NA | 1,488 | $760.3K | 0.10% | +37+2.5% | Added |
| Texas Capital Bancshares Inc | 1,493 | $762.8K | 0.42% | +4+0.3% | Added |
| Alta Wealth Advisors LLC | 1,498 | $765.6K | 0.47% | +222+17.4% | Added |
| UBS Oconnor LLC | 1,500 | $766.4K | 0.01% | +1,500 | New |
| Virtus ETF Advisers LLC | 1,516 | $774.6K | 0.47% | −211−12.2% | Reduced |
| Oliver Luxxe Assets LLC | 1,525 | $779.2K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,534 | $784.0K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,535 | $784.3K | 0.33% | +85+5.9% | Added |
| Focus Financial Network, Inc. | 1,537 | $785.3K | 0.04% | 00.0% | Unchanged |