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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 24,980 | $12.8M | 1.80% | −3,497−12.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 24,351 | $12.4M | 0.40% | +359+1.5% | Added |
| First Horizon Advisors, Inc. | 24,331 | $12.4M | 0.45% | −358−1.5% | Reduced |
| Zevenbergen Capital Investments LLC | 24,286 | $12.4M | 0.32% | −125−0.5% | Reduced |
| Nomura Holdings Inc | 24,278 | $12.4M | 0.13% | +24,278 | New |
| Alley Investment Management Company, LLC | 24,177 | $12.4M | 2.10% | −291−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,078 | $12.3M | 0.06% | +24,078 | New |
| Cetera Advisor Networks LLC | 23,989 | $12.3M | 0.08% | +2,255+10.4% | Added |
| Mercer Global Advisors Inc | 23,967 | $12.2M | 0.05% | +2,301+10.6% | Added |
| 2Xideas AG | 23,941 | $12.2M | 1.35% | −2,273−8.7% | Reduced |
| Parallel Advisors, LLC | 23,877 | $12.2M | 0.41% | −210−0.9% | Reduced |
| iA Global Asset Management Inc. | 23,773 | $12.1M | 0.32% | +3,850+19.3% | Added |
| HFR Wealth Management, LLC | 23,472 | $12.0M | 3.51% | −305−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 23,440 | $12.0M | 0.37% | +353+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,200 | $11.9M | 0.04% | +21,906+1,692.9% | Added |
| Gratus Capital LLC | 22,978 | $11.7M | 0.80% | −8,868−27.8% | Reduced |
| Kentucky Retirement Systems | 22,784 | $11.6M | 0.40% | +227+1.0% | Added |
| Trust Co of Vermont | 22,723 | $11.6M | 0.78% | +2,366+11.6% | Added |
| Liberty Capital Management, Inc. | 22,530 | $11.5M | 3.40% | −294−1.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 22,500 | $11.5M | 0.28% | −6,282−21.8% | Reduced |
| Jupiter Asset Management Ltd | 22,431 | $11.5M | 0.13% | −13,859−38.2% | Reduced |
| Profund Advisors LLC | 22,394 | $11.4M | 0.63% | +4,665+26.3% | Added |
| Aptus Capital Advisors, LLC | 22,389 | $11.4M | 0.33% | −1,235−5.2% | Reduced |
| Patten & Patten Inc | 21,890 | $11.2M | 0.98% | −1,005−4.4% | Reduced |
| Steel Peak Wealth Management LLC | 21,702 | $11.1M | 0.70% | −432−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 21,674 | $11.1M | 0.15% | −146−0.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 21,524 | $11.0M | 0.33% | +2,513+13.2% | Added |
| Boston Private Wealth LLC | 21,479 | $11.0M | 0.24% | −689−3.1% | Reduced |
| AQR Capital Management LLC | 21,444 | $11.0M | 0.02% | −6,079−22.1% | Reduced |
| Maryland State Retirement & Pension System | 21,042 | $10.8M | 0.25% | +172+0.8% | Added |
| Millennium Management LLC | 20,602 | $10.5M | 0.01% | −147,854−87.8% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $10.5M | 0.48% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 20,580 | $10.5M | 1.41% | −40−0.2% | Reduced |
| First Long Island Investors, LLC | 20,400 | $10.4M | 1.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 20,116 | $10.3M | 2.18% | −215−1.1% | Reduced |
| Hartford Investment Management Co | 20,096 | $10.3M | 0.41% | +415+2.1% | Added |
| Sycomore Asset Management | 20,188 | $10.3M | 2.63% | −8,982−30.8% | Reduced |
| Securian Asset Management, Inc | 20,093 | $10.3M | 0.31% | −3,273−14.0% | Reduced |
| Calamos Wealth Management LLC | 20,056 | $10.2M | 0.78% | +4,865+32.0% | Added |
| Crossmark Global Holdings, Inc. | 18,900 | $10.2M | 0.23% | +3,286+21.0% | Added |
| Hantz Financial Services, Inc. | 19,952 | $10.2M | 0.26% | +305+1.6% | Added |
| Ethic Inc. | 19,858 | $10.1M | 0.36% | −1,266−6.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 19,744 | $10.1M | 0.55% | +10,419+111.7% | Added |
| JustInvest LLC | 19,640 | $10.0M | 0.30% | +1,569+8.7% | Added |
| Pragma Gestao de Patrimonio Ltd | 19,500 | $9.96M | 6.03% | −2,000−9.3% | Reduced |
| Varma Mutual Pension Insurance Co | 19,446 | $9.94M | 0.12% | +1,265+7.0% | Added |
| Bailard, Inc. | 19,087 | $9.75M | 0.32% | −1,488−7.2% | Reduced |
| Central Bank & Trust Co | 18,982 | $9.70M | 1.69% | −200−1.0% | Reduced |
| Thematics Asset Management | 18,944 | $9.68M | 0.48% | −2,953−13.5% | Reduced |
| GHP Investment Advisors, Inc. | 18,093 | $9.64M | 0.59% | −397−2.1% | Reduced |
| Sara-Bay Financial | 18,821 | $9.62M | 4.88% | +96+0.5% | Added |
| Amica Mutual Insurance Co | 18,803 | $9.61M | 1.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18,683 | $9.55M | 0.60% | +4,875+35.3% | Added |
| XXEC, Inc. | 18,636 | $9.52M | 8.03% | −569−3.0% | Reduced |
| Headinvest, LLC | 18,309 | $9.48M | 2.06% | −150−0.8% | Reduced |
| Advisory Research Inc | 18,534 | $9.47M | 1.31% | +77+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 18,523 | $9.46M | 0.14% | +5,484+42.1% | Added |
| Glenmede Trust Co NA | 18,397 | $9.40M | 0.05% | +2,074+12.7% | Added |
| Cullen/Frost Bankers, Inc. | 18,218 | $9.31M | 0.16% | −109−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 18,200 | $9.30M | 0.02% | +17,679+3,393.3% | Added |
| Ithaka Group LLC | 18,136 | $9.27M | 2.13% | −719−3.8% | Reduced |
| Bessemer Group Inc | 17,836 | $9.11M | 0.02% | −1,574−8.1% | Reduced |
| Credit Agricole S A | 17,710 | $9.05M | 0.28% | +2,432+15.9% | Added |
| Peapack Gladstone Financial Corp | 17,692 | $9.04M | 0.17% | −25−0.1% | Reduced |
| Financial Counselors Inc | 17,667 | $9.03M | 0.18% | −40−0.2% | Reduced |
| Motco | 17,650 | $9.02M | 0.62% | −10−0.1% | Reduced |
| LGT Group Foundation | 17,370 | $8.99M | 0.22% | +96+0.6% | Added |
| Bokf, NA | 18,048 | $8.93M | 0.20% | −1,359−7.0% | Reduced |
| Ieq Capital, LLC | 17,401 | $8.89M | 0.18% | +1,480+9.3% | Added |
| Azimuth Capital Investment Management LLC | 17,180 | $8.78M | 0.43% | −3,782−18.0% | Reduced |
| Huntington National Bank | 17,096 | $8.74M | 0.09% | +127+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 17,071 | $8.72M | 0.69% | −125−0.7% | Reduced |
| Centre Asset Management, LLC | 16,935 | $8.65M | 2.11% | −600−3.4% | Reduced |
| Pathstone Family Office, LLC | 15,583 | $8.64M | 0.07% | +6,626+74.0% | Added |
| Advisor Partners II, LLC | 16,904 | $8.64M | 0.35% | +1,153+7.3% | Added |
| Power Corp of Canada | 16,891 | $8.63M | 0.55% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 16,753 | $8.56M | 0.41% | +1,768+11.8% | Added |
| Stephens Inc | 16,508 | $8.43M | 0.16% | +1,137+7.4% | Added |
| Addenda Capital Inc. | 16,287 | $8.32M | 0.36% | −228−1.4% | Reduced |
| Cornerstone Advisors, LLC | 16,200 | $8.28M | 0.39% | −800−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,188 | $8.27M | 0.01% | −3,551−18.0% | Reduced |
| Comerica Securities,inc. | 16,094 | $8.22M | 0.68% | −425−2.6% | Reduced |
| ClariVest Asset Management LLC | 16,066 | $8.21M | 0.45% | −1,000−5.9% | Reduced |
| Citizens Financial Group Inc | 16,008 | $8.18M | 0.33% | −366−2.2% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $8.17M | 1.24% | 00.0% | Unchanged |
| L & S Advisors Inc | 15,786 | $8.07M | 1.16% | −1,791−10.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,709 | $8.03M | 0.19% | +3,257+26.2% | Added |
| Tocqueville Asset Management L.P. | 15,708 | $8.03M | 0.15% | −1,102−6.6% | Reduced |
| Evexia Wealth LLC | 16,431 | $7.94M | 4.02% | +929+6.0% | Added |
| Ferguson Wellman Capital Management, Inc | 15,365 | $7.85M | 0.19% | −38−0.2% | Reduced |
| SG Americas Securities, LLC | 15,355 | $7.84M | 0.10% | −18,114−54.1% | Reduced |
| Lido Advisors, LLC | 15,332 | $7.83M | 0.09% | −5,391−26.0% | Reduced |
| Elk River Wealth Management, LLC | 15,262 | $7.80M | 1.73% | +21+0.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,126 | $7.73M | 0.98% | −3,827−20.2% | Reduced |
| Prudential PLC | 15,125 | $7.73M | 0.09% | −1,227−7.5% | Reduced |
| Pitcairn Co | 15,034 | $7.68M | 0.64% | +1,063+7.6% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $7.66M | 1.87% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13,716 | $7.65M | 0.08% | −286−2.0% | Reduced |
| Broadleaf Partners, LLC | 14,973 | $7.65M | 2.55% | −133−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 14,898 | $7.61M | 0.09% | +436+3.0% | Added |