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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,548 | $790.9K | 0.07% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,553 | $793.5K | 0.24% | −47−2.9% | Reduced |
| HBK Sorce Advisory LLC | 1,555 | $794.3K | 0.03% | −5−0.3% | Reduced |
| Advisor Resource Council | 1,564 | $799.1K | 0.53% | −25−1.6% | Reduced |
| Avantax Planning Partners, Inc. | 1,567 | $800.7K | 0.03% | −195−11.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,571 | $802.7K | 0.02% | −8−0.5% | Reduced |
| Smithfield Trust Co | 1,562 | $803.0K | 0.05% | +96+6.5% | Added |
| Capital Planning Advisors, LLC | 1,573 | $803.7K | 0.17% | +1,573 | New |
| Ramiah Investment Group | 1,597 | $816.0K | 0.85% | −488−23.4% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $817.5K | 0.09% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,600 | $818.0K | 0.02% | −100−5.9% | Reduced |
| Little House Capital LLC | 1,615 | $825.2K | 0.34% | −310−16.1% | Reduced |
| Waller Financial Planning Group, Inc | 1,622 | $828.7K | 0.24% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,627 | $831.0K | 0.40% | −344−17.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,636 | $835.9K | 0.35% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,639 | $837.3K | 0.11% | −16−1.0% | Reduced |
| United Bank | 1,648 | $842.0K | 0.11% | +6+0.4% | Added |
| Legacy Capital Group California, Inc. | 1,649 | $842.4K | 0.36% | +24+1.5% | Added |
| Optas, LLC | 1,659 | $847.7K | 0.28% | −24−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,659 | $847.8K | 0.09% | −304−15.5% | Reduced |
| Naviter Wealth, LLC | 1,665 | $850.7K | 0.21% | −93−5.3% | Reduced |
| Marcum Wealth, LLC | 1,666 | $851.2K | 0.10% | +1,053+171.8% | Added |
| Parthenon LLC | 1,675 | $855.8K | 0.13% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 1,675 | $855.8K | 0.40% | +1,675 | New |
| WSFS Capital Management, LLC | 1,677 | $856.9K | 0.06% | +926+123.3% | Added |
| Leonteq Securities AG | 1,684 | $860.4K | 0.09% | −355−17.4% | Reduced |
| Y.D. More Investments Ltd | 1,685 | $860.9K | 0.18% | −300−15.1% | Reduced |
| Boston Family Office LLC | 1,689 | $863.0K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 1,695 | $866.3K | 0.08% | +142+9.1% | Added |
| CNB Bank | 1,697 | $867.1K | 0.51% | +65+4.0% | Added |
| Great Lakes Retirement, Inc. | 1,706 | $871.7K | 0.16% | −74−4.2% | Reduced |
| WBH Advisory Inc | 1,729 | $883.2K | 0.11% | +1+0.1% | Added |
| AlphaCore Capital LLC | 1,732 | $884.9K | 0.14% | −47−2.6% | Reduced |
| DRW Securities, LLC | 1,745 | $892.0K | 0.07% | −343−16.4% | Reduced |
| Kensington Investment Counsel, LLC | 1,758 | $898.2K | 0.56% | +41+2.4% | Added |
| BFSG, LLC | 1,763 | $901.0K | 0.15% | +1,763 | New |
| Exencial Wealth Advisors, LLC | 1,764 | $901.1K | 0.04% | −4−0.2% | Reduced |
| Himension Fund | 1,769 | $903.9K | 0.09% | +1,769 | New |
| BSW Wealth Partners | 1,770 | $904.4K | 0.20% | −209−10.6% | Reduced |
| Weatherly Asset Management L. P. | 1,790 | $914.8K | 0.11% | −340−16.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,792 | $916.0K | 0.50% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,798 | $918.7K | 0.22% | −100−5.3% | Reduced |
| Hohimer Wealth Management, LLC | 1,799 | $919.2K | 0.26% | +23+1.3% | Added |
| Monetary Management Group Inc | 1,800 | $919.7K | 0.31% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,807 | $923.3K | 0.07% | −53−2.8% | Reduced |
| Pettee Investors, Inc. | 1,809 | $924.3K | 0.44% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,828 | $934.2K | 0.15% | +702+62.3% | Added |
| SRS Capital Advisors, Inc. | 1,829 | $934.3K | 0.12% | +1,041+132.1% | Added |
| Evanson Asset Management, LLC | 1,829 | $934.5K | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,831 | $935.5K | 0.02% | −419−18.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,831 | $935.5K | 0.49% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,833 | $936.6K | 0.34% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,845 | $942.7K | 0.04% | +173+10.3% | Added |
| Kestra Private Wealth Services, LLC | 1,849 | $944.7K | 0.03% | +464+33.5% | Added |
| Crestwood Advisors Group LLC | 1,858 | $949.4K | 0.02% | +206+12.5% | Added |
| Barr E S & Co | 1,859 | $949.8K | 0.07% | −50−2.6% | Reduced |
| Accretive Wealth Partners, LLC | 1,865 | $952.7K | 0.57% | +23+1.2% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $960.6K | 0.21% | +1,880 | New |
| Nebula Research & Development LLC | 1,895 | $968.2K | 0.51% | +1,895 | New |
| Barbara Oil Co. | 1,900 | $970.8K | 0.46% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,903 | $972.3K | 0.19% | +247+14.9% | Added |
| Garner Asset Management Corp | 1,904 | $973.0K | 0.58% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,905 | $976.1K | 0.09% | −162−7.8% | Reduced |
| Headlands Technologies LLC | 1,923 | $982.5K | 0.48% | −1,861−49.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,945 | $993.7K | 0.02% | −118−5.7% | Reduced |
| Waldron Private Wealth LLC | 1,945 | $993.8K | 0.05% | +53+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 1,947 | $994.8K | 0.09% | +29+1.5% | Added |
| SRN Advisors, LLC | 1,956 | $999.4K | 0.99% | +36+1.9% | Added |
| Wealth Alliance | 1,959 | $1.00M | 0.16% | −312−13.7% | Reduced |
| Intech Investment Management LLC | 1,960 | $1.00M | 0.01% | −3,731−65.6% | Reduced |
| Forbes J M & Co LLP | 1,963 | $1.00M | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,964 | $1.00M | 0.04% | +687+53.8% | Added |
| Mutual Advisors, LLC | 1,967 | $1.00M | 0.04% | +809+69.9% | Added |
| Wedbush Securities Inc | 1,977 | $1.01M | 0.05% | +215+12.2% | Added |
| Nicholas Investment Partners, LP | 1,979 | $1.01M | 0.08% | 00.0% | Unchanged |
| CX Institutional | 1,996 | $1.02M | 0.06% | −29−1.4% | Reduced |
| Red Spruce Capital, LLC | 2,003 | $1.02M | 0.58% | −21−1.0% | Reduced |
| Liberty Wealth Management LLC | 2,003 | $1.02M | 0.25% | +39+2.0% | Added |
| Valeo Financial Advisors, LLC | 2,005 | $1.02M | 0.05% | +147+7.9% | Added |
| Moneta Group Investment Advisors LLC | 2,009 | $1.03M | 0.02% | −88−4.2% | Reduced |
| Mirador Capital Partners LP | 2,033 | $1.04M | 0.24% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,045 | $1.04M | 0.16% | +91+4.7% | Added |
| Family Legacy, Inc. | 2,048 | $1.05M | 0.44% | +46+2.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,048 | $1.05M | 0.01% | −13,226−86.6% | Reduced |
| Sonnipe Ltd | 2,060 | $1.05M | 0.15% | −361−14.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,066 | $1.06M | 0.36% | −10.0% | Reduced |
| Pittenger & Anderson Inc | 2,072 | $1.06M | 0.05% | +80+4.0% | Added |
| Eqis Capital Management, Inc. | 2,074 | $1.06M | 0.13% | +818+65.1% | Added |
| Oxford Financial Group Ltd | 2,094 | $1.07M | 0.09% | +652+45.2% | Added |
| Axq Capital, LP | 2,100 | $1.07M | 0.38% | +2,100 | New |
| Summit Trail Advisors, LLC | 2,107 | $1.08M | 0.04% | −207−8.9% | Reduced |
| Argent Trust Co | 2,117 | $1.08M | 0.06% | −13−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,135 | $1.09M | 0.22% | +43+2.1% | Added |
| Virtue Capital Management, LLC | 2,388 | $1.09M | 0.19% | 00.0% | Unchanged |
| NVWM, LLC | 2,144 | $1.10M | 0.36% | −11−0.5% | Reduced |
| Phoenix Holdings Ltd. | 2,140 | $1.10M | 0.02% | −3,234−60.2% | Reduced |
| HighVista Strategies LLC | 2,163 | $1.11M | 0.51% | −800−27.0% | Reduced |
| FSA Wealth Management LLC | 2,172 | $1.11M | 0.62% | +16+0.7% | Added |
| McRae Capital Management Inc | 2,191 | $1.12M | 0.33% | −150−6.4% | Reduced |
| Peninsula Wealth, LLC | 2,233 | $1.13M | 0.26% | +25+1.1% | Added |