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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 780 | $396.2K | 0.05% | −29,758−97.4% | Reduced |
| Royal Fund Management, LLC | 774 | $395.5K | 0.06% | 00.0% | Unchanged |
| Family Firm, Inc. | 773 | $395.2K | 0.11% | +21+2.8% | Added |
| Front Barnett Associates LLC | 770 | $393.0K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 769 | $392.9K | 0.29% | +19+2.5% | Added |
| Douglas Lane & Associates, LLC | 767 | $391.9K | 0.01% | +50+7.0% | Added |
| BlueSky Wealth Advisors, LLC | 766 | $391.4K | 0.08% | −24−3.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 764 | $391.0K | 0.01% | −2,015−72.5% | Reduced |
| Nations Financial Group Inc, | 763 | $389.8K | 0.04% | −628−45.1% | Reduced |
| Simmons Bank | 761 | $388.8K | 0.03% | +205+36.9% | Added |
| Park Place Capital Corp | 758 | $387.3K | 0.11% | −9−1.2% | Reduced |
| Gill Capital Partners, LLC | 753 | $384.7K | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 751 | $383.7K | 0.01% | −185−19.8% | Reduced |
| Arrow Financial Corp | 750 | $383.2K | 0.04% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 741 | $378.6K | 0.38% | +16+2.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 741 | $378.6K | 0.20% | +741 | New |
| Riverwater Partners LLC | 739 | $377.6K | 0.34% | −2−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 739 | $377.6K | 0.05% | +7+1.0% | Added |
| New Millennium Group LLC | 736 | $376.3K | 0.34% | −80−9.8% | Reduced |
| Ronald Blue Trust, Inc. | 821 | $376.0K | 0.01% | +440+115.5% | Added |
| Fishman Jay A Ltd | 732 | $374.0K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 731 | $373.4K | 0.05% | −132−15.3% | Reduced |
| Stegent Equity Advisors, Inc. | 729 | $372.5K | 0.47% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 725 | $370.4K | 0.08% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 722 | $368.9K | 0.17% | −2−0.3% | Reduced |
| Thomasville National Bank | 721 | $368.4K | 0.04% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 720 | $367.7K | 0.06% | −111−13.4% | Reduced |
| WP Advisors, LLC | 719 | $367.5K | 0.15% | +1+0.1% | Added |
| Bernardo Wealth Planning LLC | 718 | $366.9K | 0.14% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 717 | $366.3K | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 712 | $363.8K | 0.06% | +1+0.1% | Added |
| Ifrah Financial Services, Inc. | 711 | $363.1K | 0.11% | −4−0.6% | Reduced |
| Great Diamond Partners, LLC | 707 | $361.2K | 0.10% | −5−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 707 | $361.0K | 0.32% | +74+11.7% | Added |
| Cipher Capital LP | 706 | $360.7K | 0.26% | −1,561−68.9% | Reduced |
| Union Savings Bank | 705 | $360.2K | 0.22% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 701 | $358.1K | 0.21% | −94−11.8% | Reduced |
| Capital Investment Counsel, Inc | 700 | $357.7K | 0.07% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 700 | $357.7K | 0.08% | +700 | New |
| JJJ Advisors Inc. | 699 | $357.1K | 0.09% | +75+12.0% | Added |
| Cable Hill Partners, LLC | 692 | $353.4K | 0.05% | −181−20.7% | Reduced |
| Winslow Capital Management, LLC | 691 | $353.1K | 0.00% | −45−6.1% | Reduced |
| XTX Topco Ltd | 690 | $352.5K | 0.06% | +690 | New |
| FFT Wealth Management LLC | 679 | $346.9K | 0.04% | +86+14.5% | Added |
| Diversified Investment Strategies, LLC | 675 | $344.9K | 0.26% | −29−4.1% | Reduced |
| John G Ullman & Associates Inc | 675 | $344.9K | 0.06% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 675 | $344.7K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $344.4K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 673 | $343.9K | 0.07% | +64+10.5% | Added |
| Planned Solutions, Inc. | 672 | $343.4K | 0.21% | −50−6.9% | Reduced |
| Vise Technologies, Inc. | 672 | $343.4K | 0.08% | +137+25.6% | Added |
| Drive Wealth Management, LLC | 671 | $343.0K | 0.13% | +41+6.5% | Added |
| Baker Boyer National Bank | 670 | $342.3K | 0.14% | +670 | New |
| Glen Eagle Advisors, LLC | 668 | $341.4K | 0.08% | −1−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 664 | $339.3K | 0.08% | +7+1.1% | Added |
| Heritage Trust Co | 663 | $338.8K | 0.05% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 662 | $338.2K | 0.01% | +662 | New |
| Triad Investment Management | 656 | $335.2K | 0.49% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 629 | $334.7K | 0.08% | +175+38.5% | Added |
| Ewa, LLC | 620 | $329.8K | 0.21% | +167+36.9% | Added |
| Bigelow Investment Advisors, LLC | 644 | $329.0K | 0.19% | +6+0.9% | Added |
| Hummer Financial Advisory Services Inc | 640 | $327.0K | 0.33% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 640 | $327.0K | 0.04% | +56+9.6% | Added |
| Southeast Asset Advisors Inc. | 632 | $322.9K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $321.9K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 630 | $321.9K | 0.48% | +626+15,650.0% | Added |
| Hillsdale Investment Management Inc. | 627 | $320.4K | 0.03% | +231+58.3% | Added |
| Camden National Bank | 624 | $318.8K | 0.07% | −20−3.1% | Reduced |
| Tranquility Partners, LLC | 624 | $318.8K | 0.14% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 620 | $316.8K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 620 | $316.8K | 0.03% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 619 | $316.0K | 0.05% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 614 | $313.7K | 0.07% | −104−14.5% | Reduced |
| Spartan Planning & Wealth Management | 614 | $313.7K | 0.37% | +614 | New |
| Carnegie Capital Asset Management, LLC | 613 | $313.5K | 0.01% | −5−0.8% | Reduced |
| Moors & Cabot, Inc. | 613 | $313.4K | 0.02% | −6−1.0% | Reduced |
| South State Corp. | 613 | $313.2K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 613 | $313.2K | 0.06% | −390−38.9% | Reduced |
| Nelson Capital Management, LLC | 611 | $312.2K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 611 | $312.0K | 0.05% | +30+5.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 610 | $311.8K | 0.07% | −7−1.1% | Reduced |
| TCTC Holdings, LLC | 609 | $311.2K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 608 | $310.9K | 0.03% | −14−2.3% | Reduced |
| Studio Investment Management LLC | 606 | $309.6K | 0.09% | −390−39.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 606 | $309.6K | 0.07% | +105+21.0% | Added |
| Valtinson Bruner Financial Planning LLC | 605 | $309.1K | 0.17% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 602 | $307.6K | 0.28% | +2+0.3% | Added |
| Concord Asset Management, LLC | 602 | $307.6K | 0.10% | +138+29.7% | Added |
| Jacobsen Capital Management | 602 | $307.6K | 0.17% | +9+1.5% | Added |
| Resources Management Corp | 600 | $307.0K | 0.05% | 00.0% | Unchanged |
| Westwood Management Corp | 600 | $307.0K | 0.04% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $307.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $307.0K | 0.18% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $306.6K | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $306.6K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $306.6K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 599 | $306.5K | 0.03% | +45+8.1% | Added |
| Redwood Investment Management, LLC | 599 | $306.0K | 0.03% | +599 | New |
| Two Sigma Securities, LLC | 596 | $304.5K | 0.01% | −527−46.9% | Reduced |
| Hartline Investment Corp | 594 | $303.5K | 0.05% | 00.0% | Unchanged |