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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,700 | $2.91M | 2.05% | +1,900+50.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,670 | $2.90M | 1.48% | −150−2.6% | Reduced |
| Legacy Advisors, LLC | 5,684 | $2.90M | 0.47% | +813+16.7% | Added |
| First Bank & Trust | 5,662 | $2.89M | 0.76% | −11−0.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,633 | $2.88M | 0.97% | −20.0% | Reduced |
| Signaturefd, LLC | 5,631 | $2.88M | 0.07% | +367+7.0% | Added |
| Compass Wealth Management LLC | 5,614 | $2.87M | 0.90% | −10−0.2% | Reduced |
| Bank of Hawaii | 5,605 | $2.86M | 0.16% | −486−8.0% | Reduced |
| BIT Capital GmbH | 5,605 | $2.86M | 0.38% | +5,605 | New |
| Karani Asset Management LLC | 5,595 | $2.86M | 4.12% | −3,243−36.7% | Reduced |
| Martin Capital Advisors, LLP | 5,583 | $2.85M | 2.78% | +10+0.2% | Added |
| RVW Wealth, LLC | 5,576 | $2.85M | 0.34% | −30−0.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,567 | $2.84M | 0.63% | +325+6.2% | Added |
| Apollon Wealth Management, LLC | 5,552 | $2.84M | 0.14% | +517+10.3% | Added |
| Veriti Management LLC | 5,510 | $2.82M | 0.32% | +359+7.0% | Added |
| Evoke Wealth, LLC | 5,500 | $2.81M | 0.10% | −900−14.1% | Reduced |
| Fairbanks Capital Management, Inc. | 5,432 | $2.78M | 2.34% | −500−8.4% | Reduced |
| Parkwood LLC | 5,399 | $2.76M | 0.50% | +5,399 | New |
| Empower Advisory Group, LLC | 5,368 | $2.74M | 0.01% | −1,476−21.6% | Reduced |
| MAI Capital Management | 5,355 | $2.74M | 0.04% | +52+1.0% | Added |
| Twin Tree Management, LP | 5,317 | $2.72M | 0.09% | +5,317 | New |
| Buckingham Strategic Wealth, LLC | 5,316 | $2.72M | 0.04% | +1,342+33.8% | Added |
| Ossiam | 5,287 | $2.70M | 0.05% | +1,776+50.6% | Added |
| Brown Brothers Harriman & Co | 5,251 | $2.68M | 0.02% | +1,109+26.8% | Added |
| E Fund Management Co., Ltd. | 5,184 | $2.65M | 0.20% | +402+8.4% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $2.64M | 1.28% | 00.0% | Unchanged |
| First Personal Financial Services | 5,161 | $2.64M | 0.69% | −72−1.4% | Reduced |
| Herold Advisors, Inc. | 5,157 | $2.63M | 0.80% | −197−3.7% | Reduced |
| Altrafin AG | 5,124 | $2.62M | 1.14% | +1,290+33.6% | Added |
| Change Path, LLC | 5,124 | $2.62M | 0.19% | −2,964−36.6% | Reduced |
| PFG Advisors | 5,079 | $2.60M | 0.23% | −97−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,067 | $2.59M | 0.05% | −345−6.4% | Reduced |
| Equitable Trust Co | 5,065 | $2.59M | 0.21% | +37+0.7% | Added |
| Kornitzer Capital Management Inc | 5,049 | $2.58M | 0.05% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 5,038 | $2.57M | 0.72% | −55−1.1% | Reduced |
| Team Hewins, LLC | 5,030 | $2.57M | 0.59% | +5,030 | New |
| Glynn Capital Management LLC | 5,000 | $2.55M | 0.56% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.55M | 0.51% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,990 | $2.55M | 0.09% | −270−5.1% | Reduced |
| EP Wealth Advisors, LLC | 4,931 | $2.52M | 0.04% | −10,467−68.0% | Reduced |
| Twin Capital Management Inc | 4,912 | $2.51M | 0.36% | +2,111+75.4% | Added |
| Brasada Capital Management, LP | 4,680 | $2.50M | 0.58% | +234+5.3% | Added |
| Pegasus Partners Ltd. | 4,863 | $2.48M | 0.35% | +168+3.6% | Added |
| Clear Harbor Asset Management, LLC | 4,824 | $2.46M | 0.26% | −210−4.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,802 | $2.45M | 0.68% | +94+2.0% | Added |
| Palisade Capital Management LLC | 4,773 | $2.44M | 0.07% | −77−1.6% | Reduced |
| Sawtooth Solutions, LLC | 4,715 | $2.41M | 0.08% | −489−9.4% | Reduced |
| Van Hulzen Asset Management, LLC | 4,714 | $2.41M | 0.19% | +2,801+146.4% | Added |
| Zions Bancorporation, N.A. | 4,709 | $2.41M | 0.21% | +645+15.9% | Added |
| CAPROCK Group, Inc. | 4,701 | $2.40M | 0.18% | −503−9.7% | Reduced |
| Centiva Capital, LP | 4,699 | $2.40M | 0.12% | +3,577+318.8% | Added |
| Ashton Thomas Private Wealth, LLC | 4,699 | $2.40M | 0.18% | +742+18.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,691 | $2.40M | 0.11% | +692+17.3% | Added |
| Decatur Capital Management, Inc. | 4,607 | $2.35M | 1.70% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,607 | $2.35M | 0.04% | +54+1.2% | Added |
| STF Management LP | 4,561 | $2.33M | 1.24% | +2,761+153.4% | Added |
| Telemus Capital, LLC | 4,541 | $2.32M | 0.21% | −638−12.3% | Reduced |
| Biltmore Family Office, LLC | 4,538 | $2.32M | 0.53% | +193+4.4% | Added |
| Scotia Capital Inc. | 4,535 | $2.32M | 0.02% | −729−13.8% | Reduced |
| Sirios Capital Management L P | 4,515 | $2.31M | 0.44% | −2,190−32.7% | Reduced |
| Catalyst Capital Advisors LLC | 4,507 | $2.30M | 0.06% | +4,352+2,807.7% | Added |
| Hancock Whitney Corp | 4,457 | $2.28M | 0.09% | −75−1.7% | Reduced |
| Scharf Investments, LLC | 4,447 | $2.27M | 0.07% | +91+2.1% | Added |
| Pinkerton Retirement Specialists, LLC | 4,434 | $2.27M | 0.49% | −115−2.5% | Reduced |
| DFPG Investments, LLC | 4,403 | $2.27M | 0.21% | +1,851+72.5% | Added |
| Ironwood Financial, llc | 4,408 | $2.25M | 0.61% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,403 | $2.25M | 0.06% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 4,384 | $2.24M | 0.04% | −583−11.7% | Reduced |
| Sanders Morris Harris LLC | 4,346 | $2.24M | 0.46% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,355 | $2.23M | 0.39% | +1,444+49.6% | Added |
| Aubrey Capital Management Ltd | 4,900 | $2.22M | 1.28% | +4,900 | New |
| William Allan, LLC | 4,345 | $2.22M | 1.76% | +120+2.8% | Added |
| Petredis Investment Advisors LLC | 4,341 | $2.22M | 0.32% | +6+0.1% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.22M | 0.45% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,327 | $2.21M | 0.97% | +124+3.0% | Added |
| Americana Partners, LLC | 4,246 | $2.21M | 0.24% | +1,967+86.3% | Added |
| Meeder Advisory Services, Inc. | 4,320 | $2.21M | 0.28% | −534−11.0% | Reduced |
| Scott & Selber, Inc. | 4,314 | $2.20M | 0.91% | −12−0.3% | Reduced |
| Bleakley Financial Group, LLC | 4,308 | $2.20M | 0.08% | −469−9.8% | Reduced |
| Aurora Investment Counsel | 4,212 | $2.15M | 1.42% | −44−1.0% | Reduced |
| Cloverfields Capital Group, LP | 4,190 | $2.14M | 0.96% | −82−1.9% | Reduced |
| Evergreen Capital Management LLC | 4,155 | $2.12M | 0.09% | +39+0.9% | Added |
| HB Wealth Management, LLC | 4,153 | $2.12M | 0.03% | +842+25.4% | Added |
| Wealthsource Partners, LLC | 4,074 | $2.08M | 0.14% | −41−1.0% | Reduced |
| Gotham Asset Management, LLC | 4,074 | $2.08M | 0.04% | −1,096−21.2% | Reduced |
| Checchi Capital Advisers, LLC | 4,073 | $2.08M | 0.19% | +1,390+51.8% | Added |
| Coldstream Capital Management Inc | 4,071 | $2.08M | 0.07% | −77−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,066 | $2.08M | 0.20% | +4,066 | New |
| Southern Capital Advisors, LLC | 4,059 | $2.07M | 1.73% | +143+3.7% | Added |
| Schechter Investment Advisors, LLC | 4,050 | $2.07M | 0.20% | +287+7.6% | Added |
| Dohj, LLC | 3,972 | $2.06M | 0.92% | +246+6.6% | Added |
| Berger Financial Group, Inc | 4,010 | $2.05M | 0.24% | −167−4.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,006 | $2.05M | 0.32% | +353+9.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.04M | 0.59% | 00.0% | Unchanged |
| Settian Capital LP | 4,000 | $2.04M | 1.73% | +4,000 | New |
| Outfitter Financial LLC | 3,987 | $2.04M | 1.92% | +21+0.5% | Added |
| Chicago Partners Investment Group LLC | 4,037 | $2.03M | 0.11% | +468+13.1% | Added |
| Worth Asset Management, LLC | 3,973 | $2.03M | 1.64% | +3,973 | New |
| Benjamin F. Edwards & Company, Inc. | 3,969 | $2.03M | 0.08% | +551+16.1% | Added |
| Sequoia Financial Advisors, LLC | 3,943 | $2.01M | 0.04% | +41+1.1% | Added |