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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 14,782 | $7.55M | 1.16% | −240−1.6% | Reduced |
| American Money Management, LLC | 14,768 | $7.55M | 1.93% | +68+0.5% | Added |
| Chartwell Investment Partners, LLC | 14,675 | $7.50M | 0.29% | −427−2.8% | Reduced |
| New Mexico Educational Retirement Board | 14,578 | $7.45M | 0.32% | +900+6.6% | Added |
| GWM Advisors LLC | 14,574 | $7.45M | 0.08% | +478+3.4% | Added |
| Donaldson Capital Management, LLC | 14,551 | $7.43M | 0.35% | −53−0.4% | Reduced |
| Norinchukin Bank, The | 14,439 | $7.38M | 0.17% | −17,031−54.1% | Reduced |
| Sawgrass Asset Management LLC | 14,415 | $7.37M | 0.90% | −5,595−28.0% | Reduced |
| Marsico Capital Management LLC | 14,365 | $7.34M | 0.31% | +14,365 | New |
| Carmignac Gestion | 14,191 | $7.25M | 0.13% | +2,624+22.7% | Added |
| Unio Capital LLC | 14,194 | $7.25M | 3.93% | −668−4.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,180 | $7.24M | 0.26% | −110−0.8% | Reduced |
| Thrivent Financial for Lutherans | 14,045 | $7.18M | 0.02% | +174+1.3% | Added |
| Quantinno Capital Management LP | 13,993 | $7.15M | 0.33% | +1,547+12.4% | Added |
| LMCG Investments, LLC | 13,907 | $7.11M | 0.48% | −344−2.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,818 | $7.06M | 0.65% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 13,783 | $7.04M | 1.93% | +60+0.4% | Added |
| Pinnacle Financial Partners Inc | 13,782 | $7.04M | 0.18% | +12,164+751.8% | Added |
| Fulcrum Capital LLC | 13,773 | $7.04M | 2.04% | −295−2.1% | Reduced |
| Kingfisher Capital LLC | 13,453 | $6.87M | 1.87% | +100+0.7% | Added |
| First Western Trust Bank | 13,330 | $6.81M | 0.37% | −257−1.9% | Reduced |
| Picton Mahoney Asset Management | 13,287 | $6.79M | 0.31% | −1,322−9.0% | Reduced |
| Banque Cantonale Vaudoise | 13,284 | $6.79M | 0.34% | −760−5.4% | Reduced |
| Oak Ridge Investments LLC | 13,267 | $6.78M | 0.87% | +271+2.1% | Added |
| QRG Capital Management, Inc. | 13,193 | $6.74M | 0.12% | +13,193 | New |
| Advisors Asset Management, Inc. | 13,179 | $6.73M | 0.15% | +3,185+31.9% | Added |
| Eagle Capital Management, LLC | 13,153 | $6.72M | 3.70% | −223−1.7% | Reduced |
| CWA Asset Management Group, LLC | 13,076 | $6.68M | 0.49% | +428+3.4% | Added |
| NEOS Investment Management LLC | 13,016 | $6.65M | 0.85% | +13,016 | New |
| E. Ohman J:or Asset Management AB | 12,984 | $6.63M | 0.25% | +100+0.8% | Added |
| Siemens Fonds Invest GmbH | 12,815 | $6.55M | 0.66% | +1,529+13.5% | Added |
| Cubist Systematic Strategies, LLC | 12,786 | $6.53M | 0.08% | −10,566−45.2% | Reduced |
| First Hawaiian Bank | 12,597 | $6.44M | 0.22% | +165+1.3% | Added |
| Coronation Fund Managers Ltd. | 12,590 | $6.43M | 0.19% | −3,963−23.9% | Reduced |
| American National Bank | 12,574 | $6.42M | 1.09% | −720−5.4% | Reduced |
| Marietta Wealth Management, LLC | 12,546 | $6.41M | 1.27% | −17−0.1% | Reduced |
| Madison Asset Management, LLC | 12,416 | $6.34M | 0.09% | −6,330−33.8% | Reduced |
| Bamco Inc | 12,403 | $6.34M | 0.02% | +1,412+12.8% | Added |
| McKinley Capital Management LLC /Delaware | 12,335 | $6.30M | 0.89% | −2,896−19.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,253 | $6.26M | 0.06% | −20,864−63.0% | Reduced |
| Lindbrook Capital, LLC | 12,227 | $6.25M | 0.70% | −95−0.8% | Reduced |
| Jacobs & Co | 12,082 | $6.17M | 0.77% | −245−2.0% | Reduced |
| Assenagon Asset Management S.A. | 11,904 | $6.08M | 0.02% | −681−5.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,844 | $6.05M | 3.37% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,782 | $6.02M | 0.19% | −2,311−16.4% | Reduced |
| Cetera Investment Advisers | 11,682 | $5.97M | 0.05% | +640+5.8% | Added |
| Engineers Gate Manager LP | 11,628 | $5.94M | 0.22% | −13,373−53.5% | Reduced |
| Metropolitan Life Insurance Co | 11,588 | $5.92M | 0.31% | −639−5.2% | Reduced |
| CWM, LLC | 11,569 | $5.91M | 0.04% | +5,657+95.7% | Added |
| BTC Capital Management, Inc. | 11,520 | $5.89M | 0.68% | −236−2.0% | Reduced |
| Advisory Services Network, LLC | 11,505 | $5.88M | 0.16% | −221−1.9% | Reduced |
| Stonebridge Capital Management Inc | 11,460 | $5.86M | 3.20% | −2,253−16.4% | Reduced |
| TownSquare Capital, LLC | 11,387 | $5.82M | 0.11% | +628+5.8% | Added |
| HM Payson & Co | 11,268 | $5.76M | 0.13% | −50.0% | Reduced |
| Oppenheimer & Co Inc | 11,051 | $5.65M | 0.12% | −1,277−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,986 | $5.61M | 0.22% | +1,545+16.4% | Added |
| Trust Co of Virginia | 10,883 | $5.56M | 0.61% | −58−0.5% | Reduced |
| Two Point Capital Management, Inc. | 10,795 | $5.52M | 3.04% | −70−0.6% | Reduced |
| TD Private Client Wealth LLC | 10,748 | $5.49M | 0.24% | −235−2.1% | Reduced |
| Raymond James Trust N.A. | 10,617 | $5.42M | 0.16% | +494+4.9% | Added |
| Kinneret Advisory, LLC | 10,568 | $5.40M | 0.67% | +10,568 | New |
| Jessup Wealth Management, Inc | 10,533 | $5.38M | 3.10% | +10,533 | New |
| Flputnam Investment Management Co | 10,530 | $5.38M | 0.15% | +1,105+11.7% | Added |
| Two Sigma Advisers, LP | 10,500 | $5.36M | 0.01% | −800−7.1% | Reduced |
| Dynamic Advisor Solutions LLC | 10,392 | $5.31M | 0.25% | +145+1.4% | Added |
| Twenty Acre Capital LP | 10,350 | $5.29M | 5.75% | −750−6.8% | Reduced |
| Axxcess Wealth Management, LLC | 10,334 | $5.28M | 0.18% | +3,586+53.1% | Added |
| Redmond Asset Management, LLC | 10,315 | $5.27M | 1.88% | −53−0.5% | Reduced |
| Carderock Capital Management Inc | 10,230 | $5.23M | 1.75% | +182+1.8% | Added |
| Wetherby Asset Management Inc | 10,187 | $5.20M | 0.30% | +63+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,172 | $5.20M | 0.41% | +101+1.0% | Added |
| Verition Fund Management LLC | 10,138 | $5.18M | 0.07% | +7,563+293.7% | Added |
| Snowden Capital Advisors LLC | 10,124 | $5.17M | 0.22% | +518+5.4% | Added |
| Duncker Streett & Co Inc | 10,100 | $5.16M | 1.20% | +366+3.8% | Added |
| Alight Capital Management LP | 10,000 | $5.11M | 2.73% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,921 | $5.06M | 0.02% | +5,374+118.2% | Added |
| M. Kulyk & Associates, LLC | 9,902 | $5.06M | 1.41% | −2,644−21.1% | Reduced |
| Greenleaf Trust | 9,902 | $5.06M | 0.06% | +96+1.0% | Added |
| Holocene Advisors, LP | 9,828 | $5.02M | 0.02% | −5,369−35.3% | Reduced |
| PEAK6 Investments LLC | 9,816 | $5.02M | 0.24% | +9,814+490,700.0% | Added |
| Beacon Pointe Advisors, LLC | 9,792 | $5.00M | 0.06% | +3,011+44.4% | Added |
| Premier Fund Managers Ltd | 9,744 | $4.99M | 0.23% | −3,926−28.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,622 | $4.92M | 0.67% | +1,735+22.0% | Added |
| Ellsworth Advisors, LLC | 9,402 | $4.90M | 1.74% | +220+2.4% | Added |
| Empirical Finance, LLC | 9,589 | $4.90M | 0.36% | +959+11.1% | Added |
| Gillson Capital LP | 9,481 | $4.84M | 0.36% | +9,481 | New |
| Bouvel Investment Partners, LLC | 9,460 | $4.83M | 2.61% | +118+1.3% | Added |
| Gluskin Sheff & Assoc Inc | 9,427 | $4.82M | 0.37% | −2,720−22.4% | Reduced |
| Sendero Wealth Management, LLC | 9,410 | $4.81M | 1.03% | +331+3.6% | Added |
| Buck Wealth Strategies, LLC | 9,360 | $4.78M | 1.92% | +9,320+23,300.0% | Added |
| First Nebraska Trust Co | 9,353 | $4.78M | 0.59% | +107+1.2% | Added |
| Kenfarb & Co. | 9,202 | $4.70M | 4.30% | −190−2.0% | Reduced |
| Chilton Investment Co LLC | 9,184 | $4.69M | 0.15% | −33,686−78.6% | Reduced |
| FourThought Financial Partners, LLC | 9,138 | $4.67M | 0.65% | −191−2.0% | Reduced |
| Legal Advantage Investments, Inc. | 9,133 | $4.67M | 3.33% | +31+0.3% | Added |
| Conning Inc. | 9,088 | $4.64M | 0.17% | −1,550−14.6% | Reduced |
| Beacon Investment Advisors LLC | 9,083 | $4.64M | 3.28% | +15+0.2% | Added |
| Cullinan Associates Inc | 9,036 | $4.62M | 0.27% | −100−1.1% | Reduced |
| Boston Financial Mangement LLC | 9,013 | $4.61M | 0.17% | +103+1.2% | Added |
| Clear Street LLC | 9,000 | $4.60M | 0.21% | −3,200−26.2% | Reduced |