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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 1,020 | $521.2K | 0.03% | −11−1.1% | Reduced |
| Perkins Coie Trust Co | 1,015 | $518.6K | 0.15% | +1,015 | New |
| Maven Securities LTD | 1,004 | $513.0K | 0.06% | +1,004 | New |
| TRUE Private Wealth Advisors | 1,003 | $512.6K | 0.07% | +34+3.5% | Added |
| RBF Capital, LLC | 1,000 | $510.9K | 0.03% | 00.0% | Unchanged |
| MWA Asset Management | 998 | $509.9K | 0.49% | +998 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 996 | $508.9K | 0.02% | +20+2.0% | Added |
| KFG Wealth Management, LLC | 994 | $507.8K | 0.28% | +126+14.5% | Added |
| Crescent Grove Advisors, LLC | 991 | $506.3K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 989 | $505.3K | 0.36% | +9+0.9% | Added |
| Caldwell Trust Co | 987 | $504.3K | 0.07% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 980 | $500.0K | 0.25% | +980 | New |
| Machina Capital S.A.S. | 977 | $499.2K | 0.28% | +977 | New |
| Tiemann Investment Advisors, LLC | 976 | $498.7K | 0.27% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 975 | $498.1K | 0.07% | +128+15.1% | Added |
| MONECO Advisors, LLC | 975 | $498.0K | 0.14% | +6+0.6% | Added |
| Sigma Planning Corp | 972 | $496.9K | 0.02% | +193+24.8% | Added |
| Tolleson Wealth Management, Inc. | 969 | $495.0K | 0.12% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 966 | $493.6K | 0.02% | −529−35.4% | Reduced |
| Parkside Financial Bank & Trust | 953 | $486.9K | 0.11% | +25+2.7% | Added |
| Accurate Wealth Management, LLC | 903 | $486.8K | 0.15% | +363+67.2% | Added |
| Waycross Partners, LLC | 950 | $485.4K | 0.11% | −400−29.6% | Reduced |
| Braun-Bostich & Associates Inc. | 950 | $485.4K | 0.91% | +950 | New |
| Chapin Davis, Inc. | 949 | $484.9K | 0.23% | 00.0% | Unchanged |
| Woodstock Corp | 944 | $482.3K | 0.06% | 00.0% | Unchanged |
| Breakwater Capital Group | 983 | $480.9K | 0.17% | +34+3.6% | Added |
| Aaron Wealth Advisors | 940 | $480.3K | 0.06% | −58−5.8% | Reduced |
| Financial Advocates Investment Management | 926 | $473.1K | 0.03% | +292+46.1% | Added |
| AIA Group Ltd | 925 | $472.6K | 0.02% | +925 | New |
| Integrated Investment Consultants, LLC | 923 | $471.6K | 0.17% | −203−18.0% | Reduced |
| Tradewinds, LLC. | 922 | $471.1K | 0.28% | +922 | New |
| Freestone Capital Holdings, LLC | 921 | $470.6K | 0.02% | −67−6.8% | Reduced |
| Legacy Financial Advisors, Inc. | 918 | $469.0K | 0.09% | +207+29.1% | Added |
| Axiom Advisory, LLC | 915 | $467.7K | 0.42% | +1+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 911 | $465.4K | 0.06% | +18+2.0% | Added |
| Beaumont Financial Advisors, LLC | 907 | $463.4K | 0.05% | −24−2.6% | Reduced |
| Journey Advisory Group, LLC | 907 | $463.3K | 0.07% | +9+1.0% | Added |
| Godsey & Gibb Associates | 905 | $462.4K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $462.4K | 0.35% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 902 | $460.9K | 0.37% | −10−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $459.8K | 0.17% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $459.8K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $459.8K | 0.30% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 895 | $457.3K | 0.03% | +430+92.5% | Added |
| Fortune Financial Advisors, LLC | 891 | $455.5K | 0.35% | +32+3.7% | Added |
| First National Trust Co | 891 | $455.2K | 0.02% | +285+47.0% | Added |
| Ulland Investment Advisors, LLC | 890 | $455.0K | 0.50% | −181−16.9% | Reduced |
| Principal Street Partners, LLC | 884 | $451.7K | 0.09% | +442+100.0% | Added |
| Horan Capital Advisors, LLC. | 883 | $451.2K | 0.18% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 883 | $451.2K | 0.10% | +709+407.5% | Added |
| Avitas Wealth Management LLC | 881 | $450.1K | 0.09% | −24−2.7% | Reduced |
| Essex Financial Services, Inc. | 875 | $447.2K | 0.05% | +115+15.1% | Added |
| PFG Investments, LLC | 873 | $445.8K | 0.08% | −15−1.7% | Reduced |
| Seven Mile Advisory | 870 | $444.5K | 0.47% | +63+7.8% | Added |
| Pathway Financial Advisors LLC | 869 | $444.0K | 0.15% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 869 | $444.0K | 0.38% | +869 | New |
| Atlantic Trust, LLC | 867 | $443.2K | 0.15% | +1+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 862 | $440.4K | 0.11% | +20+2.4% | Added |
| Leavell Investment Management, Inc. | 861 | $440.0K | 0.03% | −66−7.1% | Reduced |
| Partners Capital Investment Group, LLP | 861 | $439.9K | 0.01% | +861 | New |
| Farther Finance Advisors, LLC | 860 | $439.5K | 0.07% | +505+142.3% | Added |
| Interchange Capital Partners, LLC | 849 | $433.6K | 0.34% | +74+9.5% | Added |
| Gladstone Institutional Advisory LLC | 845 | $431.8K | 0.03% | −229−21.3% | Reduced |
| MSH Capital Advisors LLC | 844 | $431.1K | 0.17% | +1+0.1% | Added |
| Washington Trust Bank | 835 | $426.6K | 0.04% | 00.0% | Unchanged |
| Transform Wealth, LLC | 834 | $426.1K | 0.04% | −35−4.0% | Reduced |
| Alpha Omega Wealth Management LLC | 834 | $426.1K | 0.07% | −9−1.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 833 | $425.6K | 0.02% | +833 | New |
| Apeiron RIA LLC | 831 | $424.6K | 0.14% | −2−0.2% | Reduced |
| Veracity Capital LLC | 827 | $422.5K | 0.20% | −1−0.1% | Reduced |
| Syon Capital LLC | 825 | $421.5K | 0.05% | +825 | New |
| Koshinski Asset Management, Inc. | 823 | $420.6K | 0.05% | −51−5.8% | Reduced |
| Sage Mountain Advisors LLC | 822 | $420.0K | 0.06% | +120+17.1% | Added |
| Prospera Financial Services Inc | 820 | $419.1K | 0.02% | +129+18.7% | Added |
| Atomi Financial Group, Inc. | 819 | $418.5K | 0.14% | −40−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 815 | $416.4K | 0.01% | +815 | New |
| Inceptionr LLC | 815 | $416.4K | 0.24% | +815 | New |
| Morningstar Investment Services LLC | 811 | $416.0K | 0.01% | +118+17.0% | Added |
| Michael B. Yongue | 814 | $415.9K | 0.41% | +52+6.8% | Added |
| Epic Trust Investment Advisors, LLC | 811 | $414.5K | 0.65% | −42−4.9% | Reduced |
| Advanced Portfolio Management, LLC | 811 | $414.4K | 0.36% | +811 | New |
| Contravisory Investment Management, Inc. | 810 | $413.9K | 0.12% | −45−5.3% | Reduced |
| Elgethun Capital Management | 806 | $413.5K | 0.12% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 807 | $412.4K | 0.12% | +63+8.5% | Added |
| Bourne Lent Asset Management Inc | 805 | $411.5K | 0.18% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 800 | $408.8K | 0.13% | −72−8.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 800 | $408.8K | 0.04% | −7−0.9% | Reduced |
| Alta Advisers Ltd | 800 | $408.8K | 0.24% | 00.0% | Unchanged |
| Plancorp, LLC | 800 | $408.8K | 0.02% | +31+4.0% | Added |
| NBT Bank N A | 799 | $408.2K | 0.04% | +799 | New |
| Capula Management Ltd | 794 | $405.7K | 0.03% | +794 | New |
| Oakworth Capital, Inc. | 791 | $404.2K | 0.04% | −28−3.4% | Reduced |
| Avenue 1 Advisors, LLC | 790 | $403.6K | 0.20% | +3+0.4% | Added |
| David Loasby | 779 | $403.1K | 0.04% | −144−15.6% | Reduced |
| Wealth Management Associates, Inc. | 786 | $401.6K | 0.23% | +66+9.2% | Added |
| Heartland Bank & Trust Co | 785 | $401.1K | 0.32% | +11+1.4% | Added |
| L2 Asset Management, LLC | 1,004 | $400.6K | 0.19% | +299+42.4% | Added |
| Legacy Capital Wealth Partners, LLC | 784 | $400.4K | 0.11% | +784 | New |
| Legacy Bridge, LLC | 782 | $399.6K | 0.28% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 782 | $399.6K | 0.13% | +55+7.6% | Added |