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 |
|---|---|---|---|---|---|
| First Financial Corp | 114 | $58.2K | 0.03% | +18+18.8% | Added |
| Cornerstone Planning Group LLC | 112 | $57.2K | 0.02% | +5+4.7% | Added |
| Wunderlich Capital Managemnt | 109 | $55.7K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $54.7K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $54.7K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 107 | $54.6K | 0.03% | +56+109.8% | Added |
| GW&K Investment Management, LLC | 104 | $53.0K | 0.00% | +3+3.0% | Added |
| Toth Financial Advisory Corp | 102 | $52.0K | 0.01% | +12+13.3% | Added |
| Ofi Invest Asset Management | 106 | $51.2K | 0.00% | +106 | New |
| Addison Advisors LLC | 100 | $51.1K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $51.1K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $50.2K | 0.02% | −6−5.8% | Reduced |
| Cambridge Trust Co | 98 | $50.1K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 98 | $50.0K | 0.03% | −300−75.4% | Reduced |
| SkyView Investment Advisors, LLC | 98 | $50.0K | 0.02% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,474 | $49.9K | 1.46% | −1,712−12.1% | Reduced |
| Rise Advisors, LLC | 91 | $46.6K | 0.04% | +69+313.6% | Added |
| Paladin Advisory Group, LLC | 90 | $46.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $46.0K | 0.00% | −3−3.2% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $45.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 87 | $44.5K | 0.03% | −46−34.6% | Reduced |
| BluePath Capital Management, LLC | 85 | $43.4K | 0.04% | +85 | New |
| SOA Wealth Advisors, LLC. | 84 | $42.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $40.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 79 | $40.3K | 0.01% | −7−8.1% | Reduced |
| Eagle Bay Advisors LLC | 79 | $40.3K | 0.02% | +4+5.3% | Added |
| GPS Wealth Strategies Group, LLC | 77 | $39.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 72 | $36.8K | 0.00% | +7+10.8% | Added |
| Tradition Wealth Management, LLC | 66 | $34.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 66 | $33.7K | 0.01% | +39+144.4% | Added |
| Pacifica Partners Inc. | 65 | $33.6K | 0.02% | −15−18.8% | Reduced |
| Barrett & Company, Inc. | 65 | $33.3K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 65 | $33.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $30.7K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $30.0K | 0.01% | +20+50.0% | Added |
| Stephenson National Bank & Trust | 55 | $28.1K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $27.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $25.5K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $25.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $25.5K | 0.01% | +50 | New |
| NewSquare Capital LLC | 49 | $25.0K | 0.00% | +49 | New |
| Institutional & Family Asset Management, LLC | 47 | $24.0K | 0.00% | +3+6.8% | Added |
| VisionPoint Advisory Group, LLC | 46 | $23.5K | 0.01% | +18+64.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $23.1K | 0.01% | +45 | New |
| Optimum Investment Advisors | 44 | $22.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $21.9K | 0.00% | −18−30.0% | Reduced |
| Altshuler Shaham Ltd | 42 | $21.5K | 0.00% | +42 | New |
| Rational Advisors LLC | 44 | $20.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 37 | $18.9K | 0.02% | +33+825.0% | Added |
| Grayhawk Investment Strategies Inc. | 36 | $18.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $18.4K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $18.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $17.9K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $17.4K | 0.00% | +20+142.9% | Added |
| Bourgeon Capital Management LLC | 34 | $17.4K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 32 | $16.4K | 0.01% | −1−3.0% | Reduced |
| Front Row Advisors LLC | 32 | $16.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 31 | $16.0K | 0.01% | −64−67.4% | Reduced |
| Northwest Capital Management Inc | 31 | $15.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 29 | $15.0K | 0.00% | −2−6.5% | Reduced |
| Capital Analysts, LLC | 29 | $15.0K | 0.00% | +29 | New |
| Archer Investment Corp | 28 | $14.3K | 0.01% | 00.0% | Unchanged |
| Tobam | 27 | $14.0K | 0.00% | +27 | New |
| Kelly Financial Services LLC | 27 | $13.8K | 0.01% | +15+125.0% | Added |
| Raffa Wealth Management, LLC | 27 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 27 | $13.8K | 0.00% | +3+12.5% | Added |
| Community Bank, N.A. | 26 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 26 | $13.3K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 25 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 25 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 24 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 23 | $12.0K | 0.00% | −30−56.6% | Reduced |
| KB Financial Partners, LLC | 24 | $12.0K | 0.00% | −18−42.9% | Reduced |
| Dividend Assets Capital, LLC | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $11.0K | 0.00% | +8+53.3% | Added |
| Nemes Rush Group LLC | 21 | $10.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $10.7K | 0.00% | −5−19.2% | Reduced |
| Larson Financial Group LLC | 21 | $10.7K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $10.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $10.7K | 0.00% | +9+75.0% | Added |
| First Pacific Financial | 21 | $10.7K | 0.00% | +21 | New |
| Caldwell Sutter Capital, Inc. | 20 | $10.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $10.2K | 0.00% | +10+100.0% | Added |
| Providence Capital Advisors, LLC | 19 | $9.71K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $8.69K | 0.00% | −2−10.5% | Reduced |
| IAG Wealth Partners, LLC | 17 | $8.69K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 17 | $8.69K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 16 | $8.18K | 0.00% | −3−15.8% | Reduced |
| Tyler-Stone Wealth Management | 16 | $8.00K | 0.00% | −18−52.9% | Reduced |
| Tfo-TDC, LLC | 17 | $7.79K | 0.00% | +2+13.3% | Added |
| Adirondack Trust Co | 15 | $7.66K | 0.00% | +5+50.0% | Added |
| PFS Partners, LLC | 13 | $6.65K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 13 | $6.64K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $6.64K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $6.13K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $6.13K | 0.00% | −1−7.7% | Reduced |
| Byrne Asset Management LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |