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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 8,988 | $4.59M | 0.05% | +186+2.1% | Added |
| Massmutual Trust Co FSB | 8,979 | $4.59M | 0.17% | −144−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,930 | $4.56M | 0.29% | +1,123+14.4% | Added |
| Federation des caisses Desjardins du Quebec | 8,912 | $4.55M | 0.05% | −1,163−11.5% | Reduced |
| Mastrapasqua Asset Management Inc | 8,900 | $4.55M | 0.53% | −176−1.9% | Reduced |
| Toroso Investments, LLC | 8,874 | $4.53M | 0.14% | +1,496+20.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,840 | $4.52M | 0.12% | −9−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 8,800 | $4.50M | 0.10% | +1,900+27.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 8,725 | $4.46M | 3.37% | −475−5.2% | Reduced |
| Harbour Capital Advisors, LLC | 8,705 | $4.45M | 1.33% | −45−0.5% | Reduced |
| Freemont Management S.A. | 8,700 | $4.45M | 0.72% | −1,500−14.7% | Reduced |
| Central Trust Co | 8,665 | $4.43M | 0.13% | −132−1.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,607 | $4.40M | 0.38% | −890−9.4% | Reduced |
| Silphium Asset Management Ltd | 8,559 | $4.37M | 1.42% | +1,000+13.2% | Added |
| AXS Investments LLC | 8,519 | $4.35M | 1.12% | −212−2.4% | Reduced |
| Account Management LLC | 8,479 | $4.33M | 5.99% | −625−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 8,383 | $4.28M | 0.09% | +588+7.5% | Added |
| Charles Carroll Financial Partners, LLC | 8,332 | $4.26M | 5.29% | +25+0.3% | Added |
| Sumitomo Life Insurance Co | 8,327 | $4.25M | 0.12% | +252+3.1% | Added |
| Watchman Group, Inc. | 8,316 | $4.25M | 1.80% | +24+0.3% | Added |
| Independent Advisor Alliance | 8,315 | $4.25M | 0.19% | +275+3.4% | Added |
| Trivant Custom Portfolio Group, LLC | 8,303 | $4.24M | 3.12% | +53+0.6% | Added |
| Vinva Investment Management Ltd | 8,270 | $4.24M | 0.40% | −69−0.8% | Reduced |
| Essex Investment Management Co LLC | 8,240 | $4.21M | 0.69% | −42−0.5% | Reduced |
| Impax Asset Management Group plc | 8,212 | $4.20M | 0.02% | −279−3.3% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $4.18M | 2.28% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 8,149 | $4.16M | 0.92% | 00.0% | Unchanged |
| Cypress Capital Group | 8,112 | $4.14M | 0.60% | +57+0.7% | Added |
| Papp L Roy & Associates | 8,098 | $4.14M | 0.56% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 7,982 | $4.09M | 0.79% | +3,624+83.2% | Added |
| Stonegate Investment Group, LLC | 7,952 | $4.06M | 0.15% | +607+8.3% | Added |
| Parsons Capital Management Inc | 7,925 | $4.05M | 0.32% | +61+0.8% | Added |
| Tudor Investment Corp Et Al | 7,876 | $4.02M | 0.06% | −15,063−65.7% | Reduced |
| Baader Bank INC | 7,831 | $4.00M | 0.36% | +3,876+98.0% | Added |
| Howe & Rusling Inc | 7,786 | $3.98M | 0.47% | +100+1.3% | Added |
| Logan Capital Management Inc | 7,758 | $3.96M | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,627 | $3.95M | 1.43% | +1,849+32.0% | Added |
| ExodusPoint Capital Management, LP | 7,725 | $3.95M | 0.05% | −8,262−51.7% | Reduced |
| Fiduciary Trust Co | 7,719 | $3.94M | 0.07% | −116−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,705 | $3.94M | 0.52% | +225+3.0% | Added |
| Monograph Wealth Advisors, LLC | 7,611 | $3.89M | 0.77% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,568 | $3.87M | 0.06% | +1,191+18.7% | Added |
| CIBC World Markets Inc. | 7,535 | $3.85M | 0.01% | −46−0.6% | Reduced |
| AdvisorShares Investments LLC | 7,451 | $3.81M | 1.02% | +1,175+18.7% | Added |
| Chesley Taft & Associates LLC | 7,425 | $3.79M | 0.25% | −675−8.3% | Reduced |
| City Holding Co | 7,416 | $3.79M | 0.67% | −37−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,356 | $3.76M | 0.10% | +430+6.2% | Added |
| Guardian Capital LP | 7,335 | $3.75M | 0.14% | −475−6.1% | Reduced |
| First Foundation Advisors | 7,235 | $3.70M | 0.17% | +324+4.7% | Added |
| EFG Asset Management (Americas) Corp. | 7,206 | $3.68M | 0.88% | +22+0.3% | Added |
| Motley Fool Asset Management LLC | 7,198 | $3.68M | 0.30% | +599+9.1% | Added |
| Canal Capital Management, LLC | 7,110 | $3.63M | 0.74% | −271−3.7% | Reduced |
| HBW Advisory Services LLC | 7,088 | $3.62M | 0.76% | −1,781−20.1% | Reduced |
| Carlson Capital L P | 6,909 | $3.53M | 0.28% | +6,909 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,883 | $3.52M | 0.39% | +250+3.8% | Added |
| Atria Wealth Solutions, Inc. | 6,880 | $3.52M | 0.05% | +272+4.1% | Added |
| Vestmark Advisory Solutions, Inc. | 6,850 | $3.50M | 0.25% | −6,742−49.6% | Reduced |
| Silvercrest Asset Management Group LLC | 6,850 | $3.50M | 0.03% | −2,402−26.0% | Reduced |
| Private Advisor Group, LLC | 6,805 | $3.48M | 0.03% | −484−6.6% | Reduced |
| D.A. Davidson & Co. | 6,781 | $3.47M | 0.04% | +238+3.6% | Added |
| Madison Wealth Management | 6,780 | $3.46M | 0.73% | +27+0.4% | Added |
| Stansberry Asset Management, LLC | 6,769 | $3.46M | 0.61% | +6,769 | New |
| Scholtz & Company, LLC | 6,743 | $3.44M | 2.27% | +6,743 | New |
| Gamco Investors, Inc. Et Al | 6,734 | $3.44M | 0.04% | −169−2.4% | Reduced |
| Alberta Investment Management Corp | 6,700 | $3.42M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,688 | $3.42M | 0.05% | +6,688 | New |
| Steward Partners Investment Advisory, LLC | 6,664 | $3.40M | 0.05% | +63+1.0% | Added |
| Legacy Trust | 6,582 | $3.36M | 0.98% | −11−0.2% | Reduced |
| Bluegrass Capital Partners LP | 6,500 | $3.32M | 4.03% | −4,000−38.1% | Reduced |
| Knollwood Investment Advisory, LLC | 6,441 | $3.29M | 1.54% | 00.0% | Unchanged |
| Winton Group Ltd | 6,344 | $3.24M | 0.27% | +6,344 | New |
| Nordwand Advisors, LLC | 6,321 | $3.23M | 0.64% | −1,073−14.5% | Reduced |
| Old National Bancorp | 6,293 | $3.22M | 0.09% | +285+4.7% | Added |
| Cohen Investment Advisors LLC | 6,271 | $3.20M | 2.58% | +469+8.1% | Added |
| Hyman Charles D | 6,266 | $3.20M | 0.21% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 6,254 | $3.20M | 0.76% | −27−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,222 | $3.18M | 0.20% | +402+6.9% | Added |
| Synovus Financial Corp | 6,219 | $3.18M | 0.04% | −2,220−26.3% | Reduced |
| Thoroughbred Financial Services, LLC | 6,203 | $3.17M | 0.31% | +284+4.8% | Added |
| Summit Global Investments | 6,192 | $3.16M | 0.21% | −16,424−72.6% | Reduced |
| Walleye Trading LLC | 6,177 | $3.16M | 0.07% | +6,177 | New |
| Handelsinvest Investeringsforvaltning | 6,158 | $3.15M | 1.09% | −63−1.0% | Reduced |
| Everence Capital Management Inc | 6,130 | $3.13M | 0.24% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 6,110 | $3.12M | 1.44% | −1,126−15.6% | Reduced |
| Maytus Capital Management, LLC | 6,000 | $3.07M | 1.71% | −750−11.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,995 | $3.06M | 0.00% | −54−0.9% | Reduced |
| Weil Company, Inc. | 5,990 | $3.06M | 1.52% | +62+1.0% | Added |
| Highland Capital Management, LLC | 5,983 | $3.06M | 0.21% | −112−1.8% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $3.04M | 0.47% | 00.0% | Unchanged |
| Vestcor Inc | 5,955 | $3.04M | 0.11% | −492−7.6% | Reduced |
| Roberts Wealth Advisors, LLC | 5,625 | $3.04M | 1.34% | +47+0.8% | Added |
| Empowered Funds, LLC | 5,924 | $3.03M | 0.09% | +1,769+42.6% | Added |
| Asset Dedication, LLC | 5,741 | $3.00M | 0.26% | +11+0.2% | Added |
| GAM Holding AG | 5,856 | $2.99M | 0.22% | +20.0% | Added |
| Alps Advisors Inc | 5,846 | $2.99M | 0.02% | −414−6.6% | Reduced |
| Capstone Investment Advisors, LLC | 5,813 | $2.97M | 0.08% | +2,857+96.7% | Added |
| MV Capital Management, Inc. | 5,803 | $2.96M | 0.40% | +124+2.2% | Added |
| Sompo Asset Management Co., Ltd. | 5,800 | $2.96M | 0.65% | −30−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,767 | $2.95M | 0.51% | +5,767 | New |
| S.A. Mason LLC | 5,729 | $2.93M | 2.11% | −84−1.4% | Reduced |