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 |
|---|---|---|---|---|---|
| Berkshire Bank | 594 | $303.5K | 0.09% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 592 | $302.5K | 0.32% | −11−1.8% | Reduced |
| Hills Bank & Trust Co | 586 | $299.4K | 0.03% | +586 | New |
| U.S. Capital Wealth Advisors, LLC | 585 | $299.0K | 0.01% | +10+1.7% | Added |
| Cornercap Investment Counsel Inc | 585 | $298.9K | 0.05% | −3,585−86.0% | Reduced |
| Ameritas Advisory Services, LLC | 566 | $298.6K | 0.01% | +18+3.3% | Added |
| Provence Wealth Management Group | 584 | $298.4K | 0.18% | +584 | New |
| Cedar Mountain Advisors, LLC | 582 | $297.5K | 0.09% | +1+0.2% | Added |
| Coastline Trust Co | 581 | $296.9K | 0.04% | −75−11.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 578 | $295.3K | 0.07% | +24+4.3% | Added |
| New England Research & Management, Inc. | 575 | $294.0K | 0.17% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 575 | $293.8K | 0.03% | −2−0.3% | Reduced |
| High Falls Advisors, Inc | 573 | $292.9K | 0.09% | +1+0.2% | Added |
| Independent Financial Group, LLC | 573 | $292.8K | 0.02% | +76+15.3% | Added |
| ICA Group Wealth Management, LLC | 569 | $291.6K | 0.08% | +54+10.5% | Added |
| Gradient Capital Advisors, LLC | 569 | $290.7K | 0.12% | +7+1.2% | Added |
| Perennial Investment Advisors, LLC | 568 | $290.2K | 0.05% | −4−0.7% | Reduced |
| Meeder Asset Management Inc | 565 | $288.7K | 0.02% | −13,699−96.0% | Reduced |
| Warren Averett Asset Management, LLC | 561 | $286.6K | 0.01% | −75−11.8% | Reduced |
| Wealthcare Advisory Partners LLC | 557 | $284.7K | 0.01% | −21−3.6% | Reduced |
| StoneX Group Inc. | 557 | $284.4K | 0.03% | +6+1.1% | Added |
| Darwin Advisors, LLC | 556 | $284.2K | 0.08% | −4,111−88.1% | Reduced |
| Ethos Financial Group, LLC | 556 | $284.1K | 0.07% | −14−2.5% | Reduced |
| Prelude Capital Management, LLC | 554 | $283.1K | 0.03% | −47−7.8% | Reduced |
| Keebeck Alpha, LP | 554 | $283.1K | 0.28% | +57+11.5% | Added |
| LWMG, LLC | 552 | $282.1K | 0.08% | −29−5.0% | Reduced |
| Wealth Management Partners, LLC | 551 | $281.5K | 0.18% | +52+10.4% | Added |
| Lakeview Capital Partners, LLC | 547 | $279.5K | 0.05% | +29+5.6% | Added |
| Salem Investment Counselors Inc | 545 | $278.5K | 0.01% | +365+202.8% | Added |
| RHS Financial, LLC | 545 | $278.5K | 0.19% | −40−6.8% | Reduced |
| Martin & Co Inc | 534 | $272.8K | 0.07% | +534 | New |
| Intelligence Driven Advisers, LLC | 526 | $272.0K | 0.05% | −7−1.3% | Reduced |
| Grandfield & Dodd, LLC | 531 | $271.3K | 0.02% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 530 | $270.8K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 529 | $270.3K | 0.02% | −29−5.2% | Reduced |
| JB Capital LLC | 529 | $270.3K | 0.02% | −7,883−93.7% | Reduced |
| Sepio Capital, LP | 526 | $268.8K | 0.02% | +61+13.1% | Added |
| Etesian Wealth Advisors, Inc. | 522 | $266.7K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 520 | $265.7K | 0.03% | 00.0% | Unchanged |
| Tufton Capital Management | 520 | $265.7K | 0.06% | +5+1.0% | Added |
| Ted Buchan & Co | 515 | $263.1K | 0.21% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 514 | $262.4K | 0.07% | +29+6.0% | Added |
| Kure Advisory, LLC | 513 | $262.1K | 0.15% | +513 | New |
| Sandy Spring Bank | 511 | $261.1K | 0.01% | +45+9.7% | Added |
| Pacific Wealth Management | 508 | $259.6K | 0.17% | +508 | New |
| Corundum Group, Inc. | 504 | $257.5K | 0.15% | −129−20.4% | Reduced |
| Covenant Partners, LLC | 504 | $257.5K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 504 | $257.5K | 0.05% | +504 | New |
| Financial Advisory Corp | 501 | $256.0K | 0.12% | +14+2.9% | Added |
| Reinhart Partners, Inc. | 500 | $255.5K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $255.5K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $255.5K | 0.08% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $255.5K | 0.18% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 500 | $255.4K | 0.01% | 00.0% | Unchanged |
| Eagle Strategies LLC | 499 | $255.4K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 494 | $255.0K | 0.05% | +38+8.3% | Added |
| McLean Asset Management Corp | 472 | $254.7K | 0.10% | +1+0.2% | Added |
| Hollencrest Capital Management | 497 | $254.1K | 0.03% | 00.0% | Unchanged |
| Vigilare Wealth Management | 497 | $253.9K | 0.16% | −50−9.1% | Reduced |
| Sandhill Capital Partners LLC | 497 | $253.9K | 0.02% | 00.0% | Unchanged |
| West Coast Financial LLC | 497 | $253.7K | 0.04% | +2+0.4% | Added |
| Synergy Financial Group, LTD | 495 | $252.9K | 0.35% | 00.0% | Unchanged |
| CVA Family Office, LLC | 495 | $252.9K | 0.06% | +37+8.1% | Added |
| Carlson Capital Management | 491 | $250.9K | 0.01% | −19−3.7% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $250.5K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 487 | $248.8K | 0.01% | +15+3.2% | Added |
| Glassman Wealth Services | 485 | $247.8K | 0.04% | −4−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 485 | $247.8K | 0.06% | +28+6.1% | Added |
| Operose Advisors LLC | 485 | $247.8K | 0.10% | +485 | New |
| Graves-Light Private Wealth Management, Inc. | 462 | $246.4K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 477 | $246.3K | 0.08% | +477 | New |
| Sage Rhino Capital LLC | 476 | $243.2K | 0.07% | −2−0.4% | Reduced |
| Prosperity Consulting Group, LLC | 475 | $242.5K | 0.11% | +475 | New |
| Tennessee Valley Asset Management Partners | 470 | $240.2K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 468 | $239.1K | 0.05% | −3−0.6% | Reduced |
| Milestone Investment Advisors LLC | 465 | $237.6K | 0.07% | +465 | New |
| Bremer Bank National Association | 464 | $237.1K | 0.05% | −20−4.1% | Reduced |
| Gemmer Asset Management LLC | 463 | $236.6K | 0.03% | +463 | New |
| Close Asset Management Ltd | 462 | $236.0K | 0.01% | +233+101.7% | Added |
| Point72 Asset Management, L.P. | 456 | $233.0K | 0.00% | +456 | New |
| BIP Wealth, LLC | 455 | $232.5K | 0.02% | −90−16.5% | Reduced |
| Concentrum Wealth Management | 455 | $232.5K | 0.14% | −40−8.1% | Reduced |
| Live Oak Private Wealth LLC | 454 | $232.0K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $232.0K | 0.24% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 450 | $230.0K | 0.20% | +1+0.2% | Added |
| Matrix Asset Advisors Inc | 450 | $229.9K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 450 | $229.9K | 0.08% | −65−12.6% | Reduced |
| Keebeck Wealth Management, LLC | 449 | $229.4K | 0.04% | −5−1.1% | Reduced |
| West Family Investments, Inc. | 448 | $228.9K | 0.08% | +7+1.6% | Added |
| Oxbow Advisors, LLC | 447 | $228.4K | 0.04% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 447 | $228.4K | 0.10% | +447 | New |
| Guyasuta Investment Advisors Inc | 446 | $227.9K | 0.02% | −3−0.7% | Reduced |
| Powell Investment Advisors, LLC | 445 | $227.4K | 0.14% | +445 | New |
| Venture Visionary Partners LLC | 443 | $226.3K | 0.01% | −35−7.3% | Reduced |
| CV Advisors LLC | 439 | $224.3K | 0.18% | 00.0% | Unchanged |
| Values Added Financial LLC | 438 | $223.8K | 0.20% | +438 | New |
| D'Orazio & Associates, Inc. | 437 | $223.3K | 0.05% | +437 | New |
| Echo45 Advisors LLC | 437 | $223.3K | 0.19% | −66−13.1% | Reduced |
| Commerzbank Aktiengesellschaft | 435 | $223.0K | 0.01% | +435 | New |
| Capital Advisors Inc | 436 | $222.8K | 0.01% | +436 | New |