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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 2,583 | $1.32M | 0.02% | −741−22.3% | Reduced |
| LGT Fund Management Co Ltd. | 2,540 | $1.32M | 0.64% | +1,875+282.0% | Added |
| Argonautica Private Wealth Management, Inc | 2,574 | $1.32M | 0.59% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,569 | $1.31M | 0.04% | −7−0.3% | Reduced |
| BancorpSouth Bank | 2,547 | $1.30M | 0.11% | −11−0.4% | Reduced |
| Perigon Wealth Management, LLC | 2,536 | $1.30M | 0.05% | +257+11.3% | Added |
| ABN AMRO Bank N.V. | 2,531 | $1.29M | 0.02% | +525+26.2% | Added |
| Cascade Investment Group, Inc. | 2,509 | $1.28M | 1.21% | −99−3.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,492 | $1.27M | 0.17% | −7,378−74.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,480 | $1.27M | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,461 | $1.26M | 0.10% | −2,382−49.2% | Reduced |
| Spire Wealth Management | 2,444 | $1.25M | 0.05% | −5,954−70.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,435 | $1.24M | 0.63% | −171−6.6% | Reduced |
| Peak Asset Management, LLC | 2,434 | $1.24M | 0.30% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,409 | $1.23M | 0.38% | −5−0.2% | Reduced |
| Fiera Capital Corp | 2,404 | $1.23M | 0.00% | −4,236−63.8% | Reduced |
| Community Capital Management, Inc. | 2,400 | $1.23M | 1.95% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,397 | $1.22M | 0.02% | +1,429+147.6% | Added |
| ICONIQ Capital, LLC | 2,391 | $1.22M | 0.02% | +10+0.4% | Added |
| Clearstead Advisors, LLC | 2,387 | $1.22M | 0.07% | −50−2.1% | Reduced |
| Citizens National Bank Trust Department | 2,387 | $1.22M | 0.33% | −5−0.2% | Reduced |
| Cannell Peter B & Co Inc | 2,386 | $1.22M | 0.04% | +59+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,385 | $1.22M | 0.20% | −110−4.4% | Reduced |
| One River Asset Management, LLC | 2,375 | $1.22M | 0.57% | +2,375 | New |
| 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 |
| Meridian Wealth Management, LLC | 2,340 | $1.20M | 0.07% | +1,020+77.3% | Added |
| Brookstone Capital Management | 2,273 | $1.19M | 0.03% | +285+14.3% | Added |
| Amica Retiree Medical Trust | 2,317 | $1.18M | 1.39% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,309 | $1.18M | 0.31% | −15−0.6% | Reduced |
| Ballentine Partners, LLC | 2,303 | $1.18M | 0.03% | +78+3.5% | Added |
| Benjamin Edwards Inc | 2,284 | $1.17M | 0.28% | −20−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,284 | $1.17M | 0.05% | +125+5.8% | Added |
| Anchor Investment Management, LLC | 2,271 | $1.16M | 0.15% | −59−2.5% | Reduced |
| Hilltop Holdings Inc. | 2,270 | $1.16M | 0.14% | −17−0.7% | Reduced |
| Old Port Advisors | 2,267 | $1.16M | 0.42% | +2,267 | New |
| Procyon Private Wealth Partners, LLC | 2,260 | $1.15M | 0.12% | +606+36.6% | Added |
| Stratos Wealth Advisors, LLC | 2,240 | $1.14M | 0.08% | +20+0.9% | Added |
| Banco Santander, S.A. | 2,234 | $1.14M | 0.02% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,216 | $1.14M | 0.09% | −333−13.1% | Reduced |
| Allworth Financial LP | 2,220 | $1.13M | 0.01% | +126+6.0% | Added |
| Peninsula Wealth, LLC | 2,233 | $1.13M | 0.26% | +25+1.1% | Added |
| McRae Capital Management Inc | 2,191 | $1.12M | 0.33% | −150−6.4% | Reduced |
| FSA Wealth Management LLC | 2,172 | $1.11M | 0.62% | +16+0.7% | Added |
| HighVista Strategies LLC | 2,163 | $1.11M | 0.51% | −800−27.0% | Reduced |
| Phoenix Holdings Ltd. | 2,140 | $1.10M | 0.02% | −3,234−60.2% | Reduced |
| NVWM, LLC | 2,144 | $1.10M | 0.36% | −11−0.5% | Reduced |
| Virtue Capital Management, LLC | 2,388 | $1.09M | 0.19% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,135 | $1.09M | 0.22% | +43+2.1% | Added |
| Argent Trust Co | 2,117 | $1.08M | 0.06% | −13−0.6% | Reduced |
| Summit Trail Advisors, LLC | 2,107 | $1.08M | 0.04% | −207−8.9% | Reduced |
| Axq Capital, LP | 2,100 | $1.07M | 0.38% | +2,100 | New |
| Oxford Financial Group Ltd | 2,094 | $1.07M | 0.09% | +652+45.2% | Added |
| Eqis Capital Management, Inc. | 2,074 | $1.06M | 0.13% | +818+65.1% | Added |
| Pittenger & Anderson Inc | 2,072 | $1.06M | 0.05% | +80+4.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,066 | $1.06M | 0.36% | −10.0% | Reduced |
| Sonnipe Ltd | 2,060 | $1.05M | 0.15% | −361−14.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,048 | $1.05M | 0.01% | −13,226−86.6% | Reduced |
| Family Legacy, Inc. | 2,048 | $1.05M | 0.44% | +46+2.3% | Added |
| Quent Capital, LLC | 2,045 | $1.04M | 0.16% | +91+4.7% | Added |
| Mirador Capital Partners LP | 2,033 | $1.04M | 0.24% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,009 | $1.03M | 0.02% | −88−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 2,005 | $1.02M | 0.05% | +147+7.9% | Added |
| Liberty Wealth Management LLC | 2,003 | $1.02M | 0.25% | +39+2.0% | Added |
| Red Spruce Capital, LLC | 2,003 | $1.02M | 0.58% | −21−1.0% | Reduced |
| CX Institutional | 1,996 | $1.02M | 0.06% | −29−1.4% | Reduced |
| Nicholas Investment Partners, LP | 1,979 | $1.01M | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,977 | $1.01M | 0.05% | +215+12.2% | Added |
| Mutual Advisors, LLC | 1,967 | $1.00M | 0.04% | +809+69.9% | Added |
| Choate Investment Advisors | 1,964 | $1.00M | 0.04% | +687+53.8% | Added |
| Forbes J M & Co LLP | 1,963 | $1.00M | 0.13% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,960 | $1.00M | 0.01% | −3,731−65.6% | Reduced |
| Wealth Alliance | 1,959 | $1.00M | 0.16% | −312−13.7% | Reduced |
| SRN Advisors, LLC | 1,956 | $999.4K | 0.99% | +36+1.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,947 | $994.8K | 0.09% | +29+1.5% | Added |
| Waldron Private Wealth LLC | 1,945 | $993.8K | 0.05% | +53+2.8% | Added |
| Integrated Wealth Concepts LLC | 1,945 | $993.7K | 0.02% | −118−5.7% | Reduced |
| Headlands Technologies LLC | 1,923 | $982.5K | 0.48% | −1,861−49.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,905 | $976.1K | 0.09% | −162−7.8% | Reduced |
| Garner Asset Management Corp | 1,904 | $973.0K | 0.58% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,903 | $972.3K | 0.19% | +247+14.9% | Added |
| Barbara Oil Co. | 1,900 | $970.8K | 0.46% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,895 | $968.2K | 0.51% | +1,895 | New |
| Ramirez Asset Management, Inc. | 1,880 | $960.6K | 0.21% | +1,880 | New |
| Accretive Wealth Partners, LLC | 1,865 | $952.7K | 0.57% | +23+1.2% | Added |
| Barr E S & Co | 1,859 | $949.8K | 0.07% | −50−2.6% | Reduced |
| Crestwood Advisors Group LLC | 1,858 | $949.4K | 0.02% | +206+12.5% | Added |
| Kestra Private Wealth Services, LLC | 1,849 | $944.7K | 0.03% | +464+33.5% | Added |
| RFG Advisory, LLC | 1,845 | $942.7K | 0.04% | +173+10.3% | Added |
| Lavaca Capital LLC | 1,833 | $936.6K | 0.34% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,831 | $935.5K | 0.49% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,831 | $935.5K | 0.02% | −419−18.6% | Reduced |
| Evanson Asset Management, LLC | 1,829 | $934.5K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,829 | $934.3K | 0.12% | +1,041+132.1% | Added |
| RMR Wealth Builders | 1,828 | $934.2K | 0.15% | +702+62.3% | Added |
| Pettee Investors, Inc. | 1,809 | $924.3K | 0.44% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,807 | $923.3K | 0.07% | −53−2.8% | Reduced |
| Monetary Management Group Inc | 1,800 | $919.7K | 0.31% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,799 | $919.2K | 0.26% | +23+1.3% | Added |
| Sargent Investment Group, LLC | 1,798 | $918.7K | 0.22% | −100−5.3% | Reduced |