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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.

Institutional holdersQ3 2023: 1,742 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,917 institutionsQ1 2024: 1,943 institutionsQ2 2024: 1,966 institutionsQ3 2024: 1,969 institutionsQ4 2024: 2,066 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,212 institutionsQ3 2025: 2,198 institutionsQ4 2025: 2,269 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ3 2023: $118.4B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,269$161.3B
Q3 20252,198$160.5B
Q2 20252,212$188.1B
Q1 20252,030$144.5B
Q4 20242,066$147.4B
Q3 20241,969$144.2B
Q2 20241,966$154.2B
Q1 20241,943$152.0B
Q4 20231,917$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2023.

Institutions holding INTU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Acropolis Investment Management, LLC435$222.3K0.02%+31+7.7%Added
EverSource Wealth Advisors, LLC433$221.4K0.02%+31+7.7%Added
Strategic Blueprint, LLC433$221.4K0.02%+433New
Convergence Investment Partners, LLC432$221.0K0.13%+432New
Scarborough Advisors, LLC431$220.0K0.05%+431New
Trustmark National Bank Trust Department430$219.7K0.02%+430New
Semus Wealth Partners LLC430$219.7K0.20%+430New
Jeppson Wealth Management, LLC427$218.2K0.10%+427New
Founders Financial Alliance, LLC426$217.5K0.09%−91−17.6%Reduced
Advanced Asset Management Advisors Inc425$217.2K0.05%+425New
Jackson Square Capital, LLC425$217.2K0.09%+425New
Austin Private Wealth, LLC424$216.7K0.03%+424New
Arete Wealth Advisors, LLC422$215.6K0.04%+422New
Atticus Wealth Management, LLC421$215.3K0.08%−9−2.1%Reduced
Ironwood Investment Counsel, LLC2,832$212.4K0.05%+2,393+545.1%Added
Goldstein Advisors, LLC416$212.3K0.04%−35−7.8%Reduced
True North Advisors, LLC415$212.0K0.07%−237−36.3%Reduced
Five Oceans Advisors412$210.5K0.14%+412New
Buckingham Capital Management, Inc.409$209.0K0.03%+409New
Amplius Wealth Advisors, LLC409$209.0K0.03%+409New
GYL Financial Synergies, LLC409$208.9K0.02%+409New
Spears Abacus Advisors LLC408$208.5K0.02%+408New
Manchester Capital Management LLC407$208.0K0.03%+75+22.6%Added
Wintrust Investments LLC405$207.0K0.02%+405New
Sustainable Insight Capital Management, LLC405$206.9K0.20%+405New
ABLE Financial Group, LLC405$206.9K0.10%+405New
ISAM Funds (UK) Ltd403$205.9K0.13%−157−28.0%Reduced
Benin Management CORP403$205.9K0.08%+403New
Cedar Brook Financial Partners, LLC402$205.4K0.05%−165−29.1%Reduced
Colonial Trust Co402$205.4K0.05%−88−18.0%Reduced
Hall Laurie J Trustee400$205.0K0.09%−26−6.1%Reduced
Compass Ion Advisors, LLC401$204.9K0.04%+401New
Vantage Consulting Group Inc401$204.9K0.14%−99−19.8%Reduced
Syntax Advisors, LLC401$204.9K0.18%−99−19.8%Reduced
Summit Financial Group Inc401$204.9K0.09%+401New
Natixis Investment Managers International400$204.4K0.02%−92−18.7%Reduced
Brown, Lisle/Cummings, Inc.400$204.4K0.09%00.0%Unchanged
Carret Asset Management, LLC400$204.4K0.03%+400New
Fortis Advisors, LLC400$204.4K0.15%+400New
Petix & Botte Co400$204.4K0.06%+400New
Shepherd Financial Partners LLC399$203.9K0.03%+399New
Solidarilty Wealth, LLC398$203.4K0.07%+398New
Win Advisors, Inc397$202.8K0.10%+397New
Quantum Financial Advisors, LLC394$201.1K0.06%+394New
Western Wealth Management, LLC393$200.8K0.02%+393New
Renasant Bank393$200.8K0.17%+393New
Mendota Financial Group, LLC374$191.1K0.20%00.0%Unchanged
Pinnacle Bancorp, Inc.369$188.5K0.07%00.0%Unchanged
FinTrust Capital Advisors, LLC362$185.0K0.04%−83−18.7%Reduced
Plante Moran Financial Advisors, LLC355$181.4K0.02%−4−1.1%Reduced
Newbridge Financial Services Group, Inc.350$178.7K0.09%+1+0.3%Added
Sound Income Strategies, LLC324$165.5K0.01%00.0%Unchanged
Riverview Trust Co313$159.9K0.14%00.0%Unchanged
Covestor Ltd310$159.0K0.12%−4−1.3%Reduced
Blue Chip Partners, Inc.310$158.4K0.02%+1+0.3%Added
Jones Financial Companies LLLP289$147.7K0.00%+39+15.6%Added
Western Pacific Wealth Management, LP287$146.6K0.12%+13+4.7%Added
Strengthening Families & Communities, LLC273$139.0K0.06%−54−16.5%Reduced
AdvisorNet Financial, Inc267$136.4K0.01%−404−60.2%Reduced
DT Investment Partners, LLC246$125.7K0.02%00.0%Unchanged
Harbour Investments, Inc.234$119.5K0.01%−60−20.4%Reduced
Delta Asset Management LLC228$116.5K0.01%00.0%Unchanged
Valley National Advisers Inc227$116.0K0.02%+76+50.3%Added
C M Bidwell & Associates Ltd222$113.4K0.09%00.0%Unchanged
Proequities, Inc.211$107.8K0.01%−524−71.3%Reduced
Hexagon Capital Partners LLC211$107.8K0.03%+4+1.9%Added
Islay Capital Management, LLC205$104.7K0.09%00.0%Unchanged
Arlington Partners LLC204$104.2K0.04%+1+0.5%Added
Arlington Trust Co LLC204$104.2K0.04%+204New
United Community Bank200$102.2K0.05%+5+2.6%Added
Peoples Bank200$102.2K0.09%+200New
Versant Capital Management, Inc199$101.7K0.03%00.0%Unchanged
Birch Capital Management, LLC197$100.7K0.06%00.0%Unchanged
Sands Capital Management, LLC195$99.6K0.00%−3,840−95.2%Reduced
Farmers & Merchants Investments Inc190$97.1K0.00%+5+2.7%Added
Indiana Trust & Investment Management CO180$92.0K0.05%+180New
Johnson Financial Group, Inc.168$85.8K0.01%−4−2.3%Reduced
Atlas Capital Advisors LLC168$85.8K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA162$83.0K0.05%00.0%Unchanged
Resurgent Financial Advisors LLC161$82.3K0.06%−13−7.5%Reduced
Avalon Trust Co157$80.2K0.01%00.0%Unchanged
Carmel Capital Partners, LLC157$80.2K0.04%+157New
Loomis Sayles & Co L P153$78.0K0.00%−459−75.0%Reduced
NBC Securities, Inc.152$77.0K0.01%+152New
St Germain D J Co Inc150$76.6K0.00%+6+4.2%Added
Deseret Mutual Benefit Administrators149$76.1K0.04%−9−5.7%Reduced
Core Alternative Capital147$75.1K0.01%−24−14.0%Reduced
Financial Management Professionals, Inc.141$72.0K0.01%−35−19.9%Reduced
Highline Wealth Partners LLC139$70.9K0.04%00.0%Unchanged
Carolinas Wealth Consulting LLC143$70.6K0.02%−14−8.9%Reduced
Washington Trust Co134$68.5K0.00%−32−19.3%Reduced
Global Financial Private Client, LLC129$66.8K0.03%00.0%Unchanged
Washington Trust Advisors, Inc.125$63.7K0.01%+3+2.5%Added
Princeton Global Asset Management LLC123$62.7K0.02%−15−10.9%Reduced
McIlrath & Eck, LLC122$62.5K0.01%+16+15.1%Added
Sutton Wealth Advisors Inc.122$62.3K0.03%+18+17.3%Added
Annapolis Financial Services, LLC120$61.3K0.02%00.0%Unchanged
Advisors Preferred, LLC114$59.0K0.02%+114New
Center for Financial Planning, Inc.115$58.8K0.01%00.0%Unchanged
First Manhattan Co115$58.8K0.00%00.0%Unchanged