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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,220 | $1.13M | 0.01% | +126+6.0% | Added |
| Value Partners Investments Inc. | 2,216 | $1.14M | 0.09% | −333−13.1% | Reduced |
| Banco Santander, S.A. | 2,234 | $1.14M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,240 | $1.14M | 0.08% | +20+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 2,260 | $1.15M | 0.12% | +606+36.6% | Added |
| Old Port Advisors | 2,267 | $1.16M | 0.42% | +2,267 | New |
| Hilltop Holdings Inc. | 2,270 | $1.16M | 0.14% | −17−0.7% | Reduced |
| Anchor Investment Management, LLC | 2,271 | $1.16M | 0.15% | −59−2.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,284 | $1.17M | 0.05% | +125+5.8% | Added |
| Benjamin Edwards Inc | 2,284 | $1.17M | 0.28% | −20−0.9% | Reduced |
| Ballentine Partners, LLC | 2,303 | $1.18M | 0.03% | +78+3.5% | Added |
| Thrive Wealth Management, LLC | 2,309 | $1.18M | 0.31% | −15−0.6% | Reduced |
| Amica Retiree Medical Trust | 2,317 | $1.18M | 1.39% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,273 | $1.19M | 0.03% | +285+14.3% | Added |
| Meridian Wealth Management, LLC | 2,340 | $1.20M | 0.07% | +1,020+77.3% | Added |
| Knowledge Leaders Capital, LLC | 2,365 | $1.21M | 1.78% | +31+1.3% | Added |
| Cumberland Partners Ltd | 2,365 | $1.21M | 0.12% | +2,365 | New |
| One River Asset Management, LLC | 2,375 | $1.22M | 0.57% | +2,375 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,385 | $1.22M | 0.20% | −110−4.4% | Reduced |
| Cannell Peter B & Co Inc | 2,386 | $1.22M | 0.04% | +59+2.5% | Added |
| Citizens National Bank Trust Department | 2,387 | $1.22M | 0.33% | −5−0.2% | Reduced |
| Clearstead Advisors, LLC | 2,387 | $1.22M | 0.07% | −50−2.1% | Reduced |
| ICONIQ Capital, LLC | 2,391 | $1.22M | 0.02% | +10+0.4% | Added |
| Wealthspire Advisors, LLC | 2,397 | $1.22M | 0.02% | +1,429+147.6% | Added |
| Community Capital Management, Inc. | 2,400 | $1.23M | 1.95% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,404 | $1.23M | 0.00% | −4,236−63.8% | Reduced |
| Nicolet Bankshares Inc | 2,409 | $1.23M | 0.38% | −5−0.2% | Reduced |
| Peak Asset Management, LLC | 2,434 | $1.24M | 0.30% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,435 | $1.24M | 0.63% | −171−6.6% | Reduced |
| Spire Wealth Management | 2,444 | $1.25M | 0.05% | −5,954−70.9% | Reduced |
| Edgestream Partners, L.P. | 2,461 | $1.26M | 0.10% | −2,382−49.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,480 | $1.27M | 0.08% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 2,492 | $1.27M | 0.17% | −7,378−74.8% | Reduced |
| Cascade Investment Group, Inc. | 2,509 | $1.28M | 1.21% | −99−3.8% | Reduced |
| ABN AMRO Bank N.V. | 2,531 | $1.29M | 0.02% | +525+26.2% | Added |
| Perigon Wealth Management, LLC | 2,536 | $1.30M | 0.05% | +257+11.3% | Added |
| BancorpSouth Bank | 2,547 | $1.30M | 0.11% | −11−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,569 | $1.31M | 0.04% | −7−0.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,574 | $1.32M | 0.59% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,540 | $1.32M | 0.64% | +1,875+282.0% | Added |
| Savant Capital, LLC | 2,583 | $1.32M | 0.02% | −741−22.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,618 | $1.34M | 1.39% | +196+8.1% | Added |
| Crew Capital Management, Ltd. | 2,618 | $1.34M | 1.44% | +2,618 | New |
| Horizon Investments, LLC | 2,625 | $1.34M | 0.04% | +136+5.5% | Added |
| National Asset Management, Inc. | 2,632 | $1.34M | 0.04% | −842−24.2% | Reduced |
| Monumental Financial Group Inc. | 2,642 | $1.35M | 0.90% | +88+3.4% | Added |
| Modera Wealth Management, LLC | 2,643 | $1.35M | 0.03% | +361+15.8% | Added |
| Bayesian Capital Management, LP | 2,658 | $1.36M | 0.16% | +2,658 | New |
| DB Fitzpatrick & Co, Inc | 2,679 | $1.37M | 1.46% | +35+1.3% | Added |
| Riverpark Capital Management LLC | 2,686 | $1.37M | 2.49% | −285−9.6% | Reduced |
| Abacus Planning Group, Inc. | 2,689 | $1.37M | 0.33% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,707 | $1.38M | 0.14% | −260−8.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.39M | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 2,722 | $1.39M | 0.70% | −42−1.5% | Reduced |
| Quadrant Capital Group LLC | 2,726 | $1.39M | 0.14% | +112+4.3% | Added |
| Mather Group, LLC. | 2,729 | $1.39M | 0.02% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,732 | $1.40M | 0.96% | +118+4.5% | Added |
| Keeler Thomas Management LLC | 2,776 | $1.40M | 0.52% | −555−16.7% | Reduced |
| S&CO Inc | 2,751 | $1.41M | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,753 | $1.41M | 0.07% | +71+2.6% | Added |
| Guardian Capital Advisors LP | 2,622 | $1.42M | 0.16% | +845+47.6% | Added |
| FDx Advisors, Inc. | 2,785 | $1.42M | 0.12% | −7,546−73.0% | Reduced |
| Elmwood Wealth Management, Inc. | 2,802 | $1.43M | 0.69% | −29−1.0% | Reduced |
| Roberts Glore & Co Inc | 2,809 | $1.44M | 0.47% | −40−1.4% | Reduced |
| Silicon Valley Capital Partners | 2,819 | $1.44M | 0.27% | +10.0% | Added |
| Ropes Wealth Advisors LLC | 2,834 | $1.45M | 0.28% | −250−8.1% | Reduced |
| WT Wealth Management | 2,834 | $1.45M | 0.62% | −293−9.4% | Reduced |
| Ascent Group, LLC | 2,868 | $1.48M | 0.16% | +2,406+520.8% | Added |
| Jefferies Financial Group Inc. | 2,907 | $1.49M | 0.04% | +1,349+86.6% | Added |
| Cigna Investments Inc | 2,924 | $1.49M | 0.34% | −390−11.8% | Reduced |
| Avestar Capital, LLC | 2,932 | $1.50M | 0.23% | +190+6.9% | Added |
| Moody National Bank Trust Division | 2,934 | $1.50M | 0.10% | +14+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,943 | $1.50M | 0.15% | +5+0.2% | Added |
| Venturi Wealth Management, LLC | 2,954 | $1.51M | 0.12% | −120−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 2,985 | $1.53M | 0.27% | +360+13.7% | Added |
| Penserra Capital Management LLC | 2,995 | $1.53M | 0.03% | −181−5.7% | Reduced |
| Diversified Trust Co | 3,010 | $1.54M | 0.06% | +470+18.5% | Added |
| Transamerica Financial Advisors, Inc. | 3,035 | $1.55M | 0.21% | −368−10.8% | Reduced |
| Eads & Heald Wealth Management | 3,038 | $1.55M | 0.81% | −131−4.1% | Reduced |
| V-Square Quantitative Management LLC | 3,050 | $1.56M | 0.69% | +482+18.8% | Added |
| GTS Securities LLC | 3,056 | $1.56M | 0.03% | +3,056 | New |
| Ostrum Asset Management | 3,071 | $1.57M | 0.15% | −2,585−45.7% | Reduced |
| Dark Forest Capital Management LP | 3,079 | $1.57M | 0.13% | +1,374+80.6% | Added |
| Ritholtz Wealth Management | 3,099 | $1.58M | 0.07% | +332+12.0% | Added |
| Wedmont Private Capital | 2,970 | $1.59M | 0.16% | +447+17.7% | Added |
| WBI Investments | 3,150 | $1.61M | 0.32% | +3,150 | New |
| REDW Wealth LLC | 3,152 | $1.61M | 0.50% | +9+0.3% | Added |
| Panagora Asset Management Inc | 3,163 | $1.62M | 0.01% | +4+0.1% | Added |
| Concentric Capital Strategies, LP | 3,170 | $1.62M | 0.18% | +3,170 | New |
| Vista Wealth Management Group, LLC | 3,176 | $1.62M | 0.16% | +64+2.1% | Added |
| Trust Asset Management LLC | 3,178 | $1.62M | 0.17% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,180 | $1.62M | 0.53% | +9+0.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,197 | $1.63M | 0.46% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.64M | 0.10% | −22−0.7% | Reduced |
| IFP Advisors, Inc | 3,208 | $1.64M | 0.07% | −4,520−58.5% | Reduced |
| Miracle Mile Advisors, LLC | 3,235 | $1.65M | 0.05% | +22+0.7% | Added |
| GM Advisory Group, Inc. | 3,247 | $1.66M | 0.14% | +10.0% | Added |
| Clarius Group, LLC | 3,263 | $1.67M | 0.16% | −632−16.2% | Reduced |
| Merit Financial Group, LLC | 3,292 | $1.68M | 0.06% | +181+5.8% | Added |
| Lincoln National Corp | 3,303 | $1.69M | 0.03% | −205−5.8% | Reduced |