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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 1,305 | $666.8K | 0.21% | −75−5.4% | Reduced |
| Brevan Howard Capital Management LP | 1,301 | $664.7K | 0.20% | +1,301 | New |
| DGS Capital Management, LLC | 1,292 | $660.3K | 0.32% | −82−6.0% | Reduced |
| We Are One Seven, LLC | 1,289 | $658.6K | 0.05% | +196+17.9% | Added |
| AtonRa Partners | 1,285 | $656.6K | 1.38% | −764−37.3% | Reduced |
| New Hampshire Trust | 1,282 | $655.0K | 0.18% | −12−0.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,278 | $653.0K | 0.22% | −22−1.7% | Reduced |
| Smith, Salley & Associates | 1,277 | $652.5K | 0.05% | +1,277 | New |
| SS&H Financial Advisors, Inc. | 1,277 | $652.0K | 0.31% | +1,277 | New |
| Ancora Advisors, LLC | 1,274 | $651.0K | 0.02% | −133−9.5% | Reduced |
| Advisors Capital Management, LLC | 1,274 | $651.0K | 0.02% | −69−5.1% | Reduced |
| Donoghue Forlines LLC | 1,269 | $648.4K | 0.23% | −225−15.1% | Reduced |
| Money Concepts Capital Corp | 1,267 | $647.5K | 0.07% | +26+2.1% | Added |
| Summit Financial, LLC | 1,265 | $646.4K | 0.05% | +49+4.0% | Added |
| Hoxton Planning & Management, LLC | 1,265 | $646.0K | 0.42% | −40−3.1% | Reduced |
| Bahl & Gaynor Inc | 1,261 | $644.3K | 0.00% | −232−15.5% | Reduced |
| Regatta Capital Group, LLC | 1,259 | $643.3K | 0.20% | +1,259 | New |
| Baldwin Brothers Inc | 1,255 | $641.2K | 0.06% | 00.0% | Unchanged |
| 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 |
| Cardiff Park Advisors, LLC | 1,245 | $636.1K | 0.08% | −265−17.5% | Reduced |
| Gryphon Financial Partners LLC | 1,242 | $634.8K | 0.15% | +8+0.6% | Added |
| North Star Investment Management Corp. | 1,240 | $633.6K | 0.05% | 00.0% | Unchanged |
| Fluent Financial, LLC | 1,239 | $633.1K | 0.34% | +118+10.5% | Added |
| Dynamic Technology Lab Private Ltd | 1,238 | $632.0K | 0.06% | −5,580−81.8% | Reduced |
| Triasima Portfolio Management inc. | 1,234 | $630.5K | 0.06% | −10−0.8% | Reduced |
| 1st Source Bank | 1,230 | $628.5K | 0.04% | −46−3.6% | Reduced |
| Wade G W & Inc | 1,230 | $628.0K | 0.02% | +27+2.2% | Added |
| Congress Park Capital LLC | 1,225 | $625.9K | 0.36% | −350−22.2% | Reduced |
| Principle Wealth Partners LLC | 1,210 | $618.0K | 0.06% | +1+0.1% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $617.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 1,200 | $613.1K | 0.08% | +19+1.6% | Added |
| Aft, Forsyth & Sober, LLC | 1,200 | $613.1K | 0.26% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1,191 | $608.5K | 0.59% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,190 | $608.0K | 0.02% | −51−4.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,190 | $608.0K | 0.60% | +140+13.3% | Added |
| 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 |
| 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 |
| Geller Advisors LLC | 1,183 | $604.4K | 0.07% | −45−3.7% | Reduced |
| Claro Advisors LLC | 1,179 | $602.6K | 0.15% | −233−16.5% | Reduced |
| Wealth Architects, LLC | 1,177 | $601.4K | 0.10% | −15−1.3% | Reduced |
| Chicago Trust Co NA | 1,176 | $600.9K | 0.15% | −10−0.8% | Reduced |
| Whalerock Point Partners, LLC | 1,176 | $600.9K | 0.21% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,165 | $595.3K | 0.06% | −3,883−76.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,157 | $591.0K | 0.04% | −1−0.1% | Reduced |
| WR Wealth Planners, LLC | 1,154 | $589.6K | 0.22% | +50+4.5% | Added |
| NorthRock Partners, LLC | 1,151 | $588.1K | 0.06% | +178+18.3% | Added |
| Stanley-Laman Group, Ltd. | 1,151 | $588.1K | 0.10% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,151 | $588.1K | 0.35% | +1,151 | New |
| Oliver Lagore Vanvalin Investment Group | 1,150 | $587.7K | 0.23% | −16−1.4% | Reduced |
| Wealthstar Advisors, LLC | 1,133 | $578.9K | 0.25% | +208+22.5% | Added |
| Concentric Wealth Management, LLC | 1,130 | $577.4K | 0.19% | −200−15.0% | Reduced |
| Schnieders Capital Management LLC | 1,128 | $576.3K | 0.13% | +25+2.3% | Added |
| Flagship Harbor Advisors, LLC | 1,127 | $575.6K | 0.05% | −3−0.3% | Reduced |
| Magnus Financial Group LLC | 1,126 | $575.3K | 0.08% | +1+0.1% | Added |
| Truvestments Capital LLC | 1,121 | $572.7K | 0.30% | +3+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,120 | $572.3K | 0.20% | −160−12.5% | Reduced |
| Kolinsky Wealth Management, LLC | 1,120 | $572.3K | 0.57% | +12+1.1% | Added |
| Trellis Advisors, LLC | 1,112 | $568.2K | 0.26% | +1+0.1% | Added |
| First National Bank of Hutchinson | 1,111 | $567.7K | 0.43% | +45+4.2% | Added |
| Integrated Advisors Network LLC | 1,110 | $567.2K | 0.03% | −145−11.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,109 | $566.6K | 0.10% | −10−0.9% | Reduced |
| Catalyst Private Wealth, LLC | 1,108 | $566.1K | 0.33% | −170−13.3% | Reduced |
| Forum Financial Management, LP | 1,108 | $566.1K | 0.01% | +20+1.8% | Added |
| Buckingham Strategic Partners | 1,107 | $565.6K | 0.03% | +85+8.3% | Added |
| Truepoint, Inc. | 1,105 | $564.8K | 0.02% | +103+10.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,102 | $563.1K | 0.01% | +1,102 | New |
| Cooper Financial Group | 1,101 | $562.6K | 0.14% | +5+0.5% | Added |
| Argus Investors' Counsel, Inc. | 1,098 | $561.0K | 0.40% | −24−2.1% | Reduced |
| Meitav Dash Investments Ltd | 1,092 | $560.9K | 0.01% | −468−30.0% | Reduced |
| MJP Associates Inc | 1,091 | $557.3K | 0.16% | +224+25.8% | Added |
| PDS Planning, Inc | 1,090 | $556.9K | 0.07% | +36+3.4% | Added |
| Burney Co | 1,081 | $552.3K | 0.03% | +51+5.0% | Added |
| Horizon Family Wealth, Inc. | 1,080 | $551.9K | 0.53% | +2+0.2% | Added |
| Evercore Wealth Management, LLC | 1,079 | $551.3K | 0.01% | +21+2.0% | Added |
| Resources Investment Advisors, LLC. | 1,069 | $546.3K | 0.01% | −260−19.6% | Reduced |
| Abbrea Capital, LLC | 1,064 | $544.0K | 0.09% | +15+1.4% | Added |
| Capital Investment Advisors, LLC | 1,064 | $543.4K | 0.02% | −241−18.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,061 | $542.1K | 0.07% | −179−14.4% | Reduced |
| Wallace Advisory Group, LLC | 1,182 | $541.6K | 0.39% | +87+7.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,059 | $541.3K | 0.17% | +113+11.9% | Added |
| Kingsview Wealth Management, LLC | 1,055 | $539.1K | 0.02% | −134−11.3% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $539.0K | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,386 | $537.0K | 0.19% | +44+3.3% | Added |
| KMG Fiduciary Partners, LLC | 1,050 | $536.5K | 0.07% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,044 | $533.4K | 0.15% | +728+230.4% | Added |
| ICW Investment Advisors LLC | 1,043 | $532.8K | 0.29% | +1+0.1% | Added |
| Equitable Holdings, Inc. | 1,041 | $531.9K | 0.01% | +42+4.2% | Added |
| Symmetry Partners, LLC | 1,039 | $531.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,039 | $530.9K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,035 | $529.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,035 | $528.6K | 0.07% | −2,820−73.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,031 | $526.8K | 0.17% | −1,469−58.8% | Reduced |
| Glenview Trust Co | 1,031 | $526.8K | 0.01% | +19+1.9% | Added |
| Symphony Financial, Ltd. Co. | 1,020 | $526.0K | 0.13% | −317−23.7% | Reduced |
| Cornerstone Wealth Management, LLC | 1,028 | $524.8K | 0.05% | +1,028 | New |
| Robertson Stephens Wealth Management, LLC | 1,025 | $523.7K | 0.04% | +167+19.5% | Added |
| Concorde Asset Management, LLC | 1,024 | $523.4K | 0.47% | −47−4.4% | Reduced |