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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 49,284 | $25.2M | 0.12% | +528+1.1% | Added |
| Czech National Bank | 48,954 | $25.0M | 0.40% | +15,743+47.4% | Added |
| Gateway Investment Advisers LLC | 48,872 | $25.0M | 0.31% | +18,785+62.4% | Added |
| Wilson Asset Management (International) Pty Ltd | 48,294 | $24.7M | 7.10% | −3,450−6.7% | Reduced |
| Pacer Advisors, Inc. | 48,180 | $24.6M | 0.09% | +965+2.0% | Added |
| Manning & Napier Group, LLC | 48,175 | $24.6M | 0.31% | −158,192−76.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 47,600 | $24.3M | 1.04% | 00.0% | Unchanged |
| Troy Asset Management Ltd | 47,579 | $24.3M | 0.76% | −25,467−34.9% | Reduced |
| Bath Savings Trust Co | 47,466 | $24.3M | 2.98% | +1,245+2.7% | Added |
| De Burlo Group Inc | 47,330 | $24.2M | 4.20% | +19,920+72.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,140 | $24.1M | 0.32% | +800+1.7% | Added |
| Utah Retirement Systems | 47,087 | $24.1M | 0.34% | +234+0.5% | Added |
| Point72 Middle East FZE | 47,042 | $24.0M | 1.46% | +47,042 | New |
| Clifford Swan Investment Counsel LLC | 46,589 | $23.8M | 1.00% | −2,651−5.4% | Reduced |
| Advent International Corp | 45,843 | $23.4M | 0.28% | 00.0% | Unchanged |
| Creative Planning | 45,590 | $23.3M | 0.03% | +1,908+4.4% | Added |
| UniSuper Management Pty Ltd | 45,479 | $23.2M | 0.28% | +12,741+38.9% | Added |
| Brinker Capital Investments, LLC | 45,338 | $23.2M | 0.28% | −3,294−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 45,338 | $23.2M | 0.28% | −3,294−6.8% | Reduced |
| Tredje AP-fonden | 45,097 | $23.0M | 0.34% | −49,568−52.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,058 | $23.0M | 0.36% | +1,637+3.8% | Added |
| Mariner, LLC | 44,931 | $23.0M | 0.06% | +2,880+6.8% | Added |
| Daiwa Securities Group Inc. | 44,805 | $22.9M | 0.16% | +8,648+23.9% | Added |
| Cresset Asset Management, LLC | 44,067 | $22.5M | 0.16% | −438−1.0% | Reduced |
| Joho Capital LLC | 43,730 | $22.3M | 5.03% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 43,718 | $22.3M | 4.44% | −1,979−4.3% | Reduced |
| New York Life Investment Management LLC | 43,543 | $22.2M | 0.24% | −385−0.9% | Reduced |
| Prio Wealth Limited Partnership | 43,328 | $22.1M | 0.85% | −1,509−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 43,050 | $22.0M | 0.11% | −1,291−2.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $21.9M | 0.27% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 42,504 | $21.7M | 0.27% | −1,500−3.4% | Reduced |
| Chilton Capital Management LLC | 42,023 | $21.5M | 1.20% | −3,924−8.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,153 | $21.5M | 0.29% | −4,946−10.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 41,912 | $21.4M | 1.05% | +594+1.4% | Added |
| RMB Capital Management, LLC | 41,549 | $21.2M | 0.73% | +28+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 41,362 | $21.1M | 0.06% | −3,463−7.7% | Reduced |
| Shelton Capital Management | 40,592 | $20.7M | 0.76% | +2,350+6.1% | Added |
| Wealthfront Advisers LLC | 40,291 | $20.6M | 0.09% | +1,179+3.0% | Added |
| Hillman Co | 39,568 | $20.2M | 12.10% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 39,500 | $20.2M | 0.46% | +4,600+13.2% | Added |
| Moran Wealth Management, LLC | 39,386 | $20.1M | 0.78% | −117−0.3% | Reduced |
| Cookson Peirce & Co Inc | 39,285 | $20.1M | 1.32% | +39,285 | New |
| Wendell David Associates Inc | 39,239 | $20.0M | 2.36% | +1,048+2.7% | Added |
| Mutual of America Capital Management LLC | 39,192 | $20.0M | 0.25% | −1,162−2.9% | Reduced |
| McDaniel Terry & Co | 39,054 | $20.0M | 2.08% | +588+1.5% | Added |
| Assetmark, Inc | 39,033 | $19.9M | 0.08% | +5,488+16.4% | Added |
| Sit Investment Associates Inc | 38,838 | $19.8M | 0.54% | −921−2.3% | Reduced |
| Yousif Capital Management, LLC | 38,114 | $19.5M | 0.25% | −1,231−3.1% | Reduced |
| Jasper Ridge Partners, L.P. | 37,048 | $18.9M | 0.89% | +60+0.2% | Added |
| Davidson Investment Advisors | 36,979 | $18.9M | 1.20% | +650+1.8% | Added |
| Whittier Trust Co | 36,658 | $18.7M | 0.33% | +757+2.1% | Added |
| Rockland Trust Co | 35,956 | $18.4M | 1.11% | +2,163+6.4% | Added |
| Laurus Investment Counsel Inc. | 26,655 | $18.4M | 7.71% | −4,180−13.6% | Reduced |
| Harvest Portfolios Group Inc. | 35,812 | $18.3M | 0.86% | −2,914−7.5% | Reduced |
| Canada Pension Plan Investment Board | 34,984 | $17.9M | 0.03% | +10,974+45.7% | Added |
| Ziegler Capital Management, LLC | 34,403 | $17.6M | 0.70% | −122−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 33,360 | $17.0M | 0.48% | −4,114−11.0% | Reduced |
| Cim, LLC | 32,993 | $16.9M | 3.21% | −54−0.2% | Reduced |
| Tiaa Trust, National Association | 32,737 | $16.7M | 0.06% | +32,737 | New |
| LTS One Management LP | 32,500 | $16.6M | 3.65% | −17,500−35.0% | Reduced |
| Candriam Luxembourg S.C.A. | 32,356 | $16.5M | 0.14% | +1,260+4.1% | Added |
| Talbot Financial, LLC | 32,076 | $16.4M | 2.86% | +86+0.3% | Added |
| MML Investors Services, LLC | 31,719 | $16.2M | 0.09% | +922+3.0% | Added |
| Forte Capital LLC | 31,586 | $16.1M | 2.49% | −588−1.8% | Reduced |
| Allen Investment Management LLC | 30,924 | $15.8M | 0.23% | +5,955+23.8% | Added |
| Lyell Wealth Management, LP | 30,890 | $15.8M | 2.12% | −40−0.1% | Reduced |
| Abner Herrman & Brock LLC | 30,268 | $15.5M | 2.37% | +30,268 | New |
| Achmea Investment Management B.V. | 30,108 | $15.4M | 0.34% | +2,681+9.8% | Added |
| LMR Partners LLP | 30,001 | $15.3M | 0.34% | +28,000+1,399.3% | Added |
| Public Sector Pension Investment Board | 29,999 | $15.3M | 0.11% | −14,268−32.2% | Reduced |
| Van Eck Associates Corp | 29,989 | $15.3M | 0.03% | −289,947−90.6% | Reduced |
| M&G Investment Management Ltd | 29,881 | $15.3M | 0.11% | −2,474−7.6% | Reduced |
| Makena Capital Management LLC | 29,743 | $15.2M | 3.25% | −3,663−11.0% | Reduced |
| Appleton Partners Inc | 29,733 | $15.2M | 1.35% | −1,428−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,680 | $15.2M | 0.03% | −16,894−36.3% | Reduced |
| Janney Montgomery Scott LLC | 28,714 | $14.7M | 0.05% | −306−1.1% | Reduced |
| Westpac Banking Corp | 28,655 | $14.6M | 1.10% | −3,790−11.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 28,235 | $14.4M | 1.42% | −230−0.8% | Reduced |
| Segment Wealth Management, LLC | 28,072 | $14.3M | 1.46% | +770+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,946 | $14.3M | 0.07% | +7,265+35.1% | Added |
| Trexquant Investment LP | 27,894 | $14.3M | 0.36% | +27,894 | New |
| Tower Research Capital LLC (TRC) | 27,425 | $14.0M | 0.44% | +17,313+171.2% | Added |
| Copeland Capital Management, LLC | 27,216 | $13.9M | 0.30% | −640−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,094 | $13.8M | 0.74% | +30.0% | Added |
| Shell Asset Management Co | 26,937 | $13.8M | 0.57% | −119−0.4% | Reduced |
| Natixis | 26,788 | $13.7M | 0.11% | +7,620+39.8% | Added |
| Congress Wealth Management LLC | 26,767 | $13.7M | 0.28% | +852+3.3% | Added |
| Overbrook Management Corp | 26,443 | $13.5M | 3.15% | +8,726+49.3% | Added |
| Commerce Bank | 26,205 | $13.4M | 0.11% | −955−3.5% | Reduced |
| Northstar Asset Management Inc | 26,011 | $13.3M | 4.25% | −137−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 25,967 | $13.3M | 0.25% | +2,531+10.8% | Added |
| Gabelli Funds LLC | 25,903 | $13.2M | 0.11% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 25,840 | $13.2M | 0.44% | +11,203+76.5% | Added |
| YHB Investment Advisors, Inc. | 25,741 | $13.2M | 1.21% | −444−1.7% | Reduced |
| Atria Investments LLC | 25,672 | $13.1M | 0.23% | +155+0.6% | Added |
| Middleton & Co Inc | 25,649 | $13.1M | 1.81% | −213−0.8% | Reduced |
| Manchester Global Management (UK) Ltd | 25,600 | $13.1M | 5.01% | +3,000+13.3% | Added |
| Bryn Mawr Trust Co | 25,590 | $13.1M | 0.58% | −290−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,329 | $12.9M | 0.13% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 25,000 | $12.8M | 0.20% | +25,000 | New |