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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 1,792 | $916.0K | 0.50% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,790 | $914.8K | 0.11% | −340−16.0% | Reduced |
| BSW Wealth Partners | 1,770 | $904.4K | 0.20% | −209−10.6% | Reduced |
| Himension Fund | 1,769 | $903.9K | 0.09% | +1,769 | New |
| Exencial Wealth Advisors, LLC | 1,764 | $901.1K | 0.04% | −4−0.2% | Reduced |
| BFSG, LLC | 1,763 | $901.0K | 0.15% | +1,763 | New |
| Kensington Investment Counsel, LLC | 1,758 | $898.2K | 0.56% | +41+2.4% | Added |
| DRW Securities, LLC | 1,745 | $892.0K | 0.07% | −343−16.4% | Reduced |
| AlphaCore Capital LLC | 1,732 | $884.9K | 0.14% | −47−2.6% | Reduced |
| WBH Advisory Inc | 1,729 | $883.2K | 0.11% | +1+0.1% | Added |
| Great Lakes Retirement, Inc. | 1,706 | $871.7K | 0.16% | −74−4.2% | Reduced |
| CNB Bank | 1,697 | $867.1K | 0.51% | +65+4.0% | Added |
| Graypoint LLC | 1,695 | $866.3K | 0.08% | +142+9.1% | Added |
| Boston Family Office LLC | 1,689 | $863.0K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,685 | $860.9K | 0.18% | −300−15.1% | Reduced |
| Leonteq Securities AG | 1,684 | $860.4K | 0.09% | −355−17.4% | Reduced |
| WSFS Capital Management, LLC | 1,677 | $856.9K | 0.06% | +926+123.3% | Added |
| Vance Wealth, Inc. | 1,675 | $855.8K | 0.40% | +1,675 | New |
| Parthenon LLC | 1,675 | $855.8K | 0.13% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,666 | $851.2K | 0.10% | +1,053+171.8% | Added |
| Naviter Wealth, LLC | 1,665 | $850.7K | 0.21% | −93−5.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,659 | $847.8K | 0.09% | −304−15.5% | Reduced |
| Optas, LLC | 1,659 | $847.7K | 0.28% | −24−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 1,649 | $842.4K | 0.36% | +24+1.5% | Added |
| United Bank | 1,648 | $842.0K | 0.11% | +6+0.4% | Added |
| Proficio Capital Partners LLC | 1,639 | $837.3K | 0.11% | −16−1.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,636 | $835.9K | 0.35% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,627 | $831.0K | 0.40% | −344−17.5% | Reduced |
| Waller Financial Planning Group, Inc | 1,622 | $828.7K | 0.24% | 00.0% | Unchanged |
| Little House Capital LLC | 1,615 | $825.2K | 0.34% | −310−16.1% | Reduced |
| South Dakota Investment Council | 1,600 | $818.0K | 0.02% | −100−5.9% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $817.5K | 0.09% | 00.0% | Unchanged |
| Ramiah Investment Group | 1,597 | $816.0K | 0.85% | −488−23.4% | Reduced |
| Capital Planning Advisors, LLC | 1,573 | $803.7K | 0.17% | +1,573 | New |
| Smithfield Trust Co | 1,562 | $803.0K | 0.05% | +96+6.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,571 | $802.7K | 0.02% | −8−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 1,567 | $800.7K | 0.03% | −195−11.1% | Reduced |
| Advisor Resource Council | 1,564 | $799.1K | 0.53% | −25−1.6% | Reduced |
| HBK Sorce Advisory LLC | 1,555 | $794.3K | 0.03% | −5−0.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,553 | $793.5K | 0.24% | −47−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,548 | $790.9K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,537 | $785.3K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,535 | $784.3K | 0.33% | +85+5.9% | Added |
| Heritage Wealth Advisors | 1,534 | $784.0K | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,525 | $779.2K | 0.20% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,516 | $774.6K | 0.47% | −211−12.2% | Reduced |
| UBS Oconnor LLC | 1,500 | $766.4K | 0.01% | +1,500 | New |
| Alta Wealth Advisors LLC | 1,498 | $765.6K | 0.47% | +222+17.4% | Added |
| Texas Capital Bancshares Inc | 1,493 | $762.8K | 0.42% | +4+0.3% | Added |
| Intrust Bank NA | 1,488 | $760.3K | 0.10% | +37+2.5% | Added |
| Van Strum & Towne Inc. | 1,486 | $759.3K | 0.32% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,475 | $753.6K | 0.31% | +645+77.7% | Added |
| Valmark Advisers, Inc. | 1,474 | $753.1K | 0.02% | −33−2.2% | Reduced |
| Alphadyne Asset Management LP | 1,473 | $752.6K | 0.36% | +1,473 | New |
| Proffitt & Goodson Inc | 1,465 | $748.5K | 0.15% | −3−0.2% | Reduced |
| Great Lakes Advisors, LLC | 1,464 | $748.0K | 0.01% | +49+3.5% | Added |
| Group One Trading, L.P. | 1,462 | $747.0K | 0.03% | +587+67.1% | Added |
| Grove Bank & Trust | 1,455 | $743.4K | 0.15% | +659+82.8% | Added |
| Main Street Financial Solutions, LLC | 1,444 | $737.8K | 0.10% | +1,444 | New |
| Teza Capital Management LLC | 1,441 | $736.3K | 0.12% | +1,441 | New |
| Delta Financial Group, Inc. | 1,428 | $730.0K | 0.25% | +1,428 | New |
| Fidelis Capital Partners, LLC | 1,428 | $729.6K | 0.25% | −5−0.3% | Reduced |
| Arkadios Wealth Advisors | 1,421 | $726.2K | 0.07% | +16+1.1% | Added |
| Cinctive Capital Management LP | 1,416 | $723.5K | 0.04% | +1,416 | New |
| IHT Wealth Management, LLC | 1,414 | $722.5K | 0.04% | −1,354−48.9% | Reduced |
| United Asset Strategies, Inc. | 1,413 | $722.0K | 0.09% | +12+0.9% | Added |
| Curated Wealth Partners LLC | 1,413 | $722.0K | 0.13% | +571+67.8% | Added |
| Westfield Capital Management Co LP | 1,410 | $720.4K | 0.00% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,408 | $719.4K | 0.07% | +1,408 | New |
| Childress Capital Advisors, LLC | 1,407 | $718.9K | 0.24% | +1,407 | New |
| Northern Financial Advisors Inc | 1,404 | $717.4K | 0.66% | −28−2.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,402 | $716.3K | 0.33% | −115−7.6% | Reduced |
| Verdence Capital Advisors LLC | 1,399 | $714.6K | 0.08% | −162−10.4% | Reduced |
| PAX Financial Group, LLC | 1,397 | $713.8K | 0.16% | −144−9.3% | Reduced |
| Geneos Wealth Management Inc. | 1,388 | $709.4K | 0.04% | +34+2.5% | Added |
| Brown Shipley& Co Ltd | 1,388 | $709.2K | 0.39% | −132−8.7% | Reduced |
| Balentine LLC | 1,387 | $708.7K | 0.02% | −26−1.8% | Reduced |
| Applied Capital LLC | 1,382 | $706.1K | 0.70% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,372 | $701.0K | 0.03% | +85+6.6% | Added |
| Conestoga Capital Advisors, LLC | 1,370 | $700.0K | 0.01% | −10−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 1,366 | $699.7K | 0.09% | −83−5.7% | Reduced |
| FineMark National Bank & Trust | 1,369 | $699.5K | 0.03% | +139+11.3% | Added |
| Howland Capital Management LLC | 1,365 | $697.4K | 0.04% | −49−3.5% | Reduced |
| Eastern Bank | 1,361 | $695.4K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,358 | $693.9K | 0.14% | −43−3.1% | Reduced |
| AMG National Trust Bank | 1,356 | $692.8K | 0.02% | +37+2.8% | Added |
| Global Retirement Partners, LLC | 1,337 | $691.6K | 0.03% | +91+7.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,350 | $689.8K | 0.11% | −540−28.6% | Reduced |
| 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 |
| Oarsman Capital, Inc. | 1,340 | $684.7K | 0.29% | +266+24.8% | Added |
| Level Four Advisory Services, LLC | 1,336 | $682.5K | 0.04% | +40+3.1% | Added |
| Simon Quick Advisors, LLC | 1,335 | $682.1K | 0.06% | +633+90.2% | Added |
| Spinnaker Trust | 1,329 | $679.0K | 0.05% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $679.0K | 0.38% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,326 | $677.5K | 0.45% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,325 | $676.9K | 0.01% | +16+1.2% | Added |
| Fort Pitt Capital Group, LLC | 1,324 | $676.6K | 0.03% | +30+2.3% | Added |
| First Affirmative Financial Network | 1,312 | $670.2K | 0.66% | +126+10.6% | Added |
| First Commonwealth Financial Corp | 1,307 | $667.8K | 0.22% | −33−2.5% | Reduced |