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 |
|---|---|---|---|---|---|
| Clean Yield Group | 3,713 | $2.01M | 0.89% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 3,908 | $2.00M | 0.13% | −134−3.3% | Reduced |
| Dakota Wealth Management | 3,903 | $1.99M | 0.09% | −271−6.5% | Reduced |
| Covenant Asset Management, LLC | 3,902 | $1.99M | 0.61% | +22+0.6% | Added |
| James Hambro & Partners | 3,899 | $1.99M | 0.13% | −60−1.5% | Reduced |
| Eagle Asset Management Inc | 3,897 | $1.99M | 0.01% | −126−3.1% | Reduced |
| Vanderbilt University | 3,840 | $1.96M | 0.51% | +3,840 | New |
| Inlet Private Wealth, LLC | 3,828 | $1.96M | 0.64% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,826 | $1.95M | 0.09% | +65+1.7% | Added |
| Roundview Capital LLC | 3,814 | $1.95M | 0.20% | −37−1.0% | Reduced |
| Wolverine Trading, LLC | 3,773 | $1.93M | 0.02% | −2,030−35.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $1.91M | 0.22% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,738 | $1.91M | 0.38% | +36+1.0% | Added |
| Two Sigma Investments, LP | 3,719 | $1.90M | 0.01% | +14+0.4% | Added |
| Stock Yards Bank & Trust Co | 3,706 | $1.89M | 0.07% | +83+2.3% | Added |
| Willow Creek Wealth Management Inc. | 3,690 | $1.89M | 0.28% | −6−0.2% | Reduced |
| Boston Trust Walden Corp | 3,683 | $1.88M | 0.02% | +56+1.5% | Added |
| Conway Capital Management, Inc. | 3,675 | $1.88M | 1.37% | +270+7.9% | Added |
| Fairfield, Bush & Co. | 3,664 | $1.87M | 1.22% | −152−4.0% | Reduced |
| Harbor Capital Advisors, Inc. | 3,658 | $1.87M | 0.40% | −15−0.4% | Reduced |
| Mission Wealth Management, LP | 3,654 | $1.87M | 0.07% | −96−2.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,631 | $1.86M | 0.16% | +2,709+293.8% | Added |
| Stiles Financial Services Inc | 3,613 | $1.85M | 0.96% | −145−3.9% | Reduced |
| Novare Capital Management LLC | 3,598 | $1.84M | 0.21% | −485−11.9% | Reduced |
| EFG Asset Management (North America) Corp. | 3,596 | $1.84M | 0.44% | −139−3.7% | Reduced |
| Advisor OS, LLC | 3,569 | $1.82M | 0.27% | +175+5.2% | Added |
| Elevatus Welath Management | 3,547 | $1.81M | 1.64% | +3,547 | New |
| Aigen Investment Management, LP | 3,543 | $1.81M | 0.34% | +3,543 | New |
| Capital Asset Advisory Services LLC | 3,329 | $1.80M | 0.12% | +494+17.4% | Added |
| BKD Wealth Advisors, LLC | 3,511 | $1.79M | 0.05% | +3+0.1% | Added |
| Boit C F David | 3,450 | $1.79M | 1.22% | +100+3.0% | Added |
| Camden Capital, LLC | 3,488 | $1.78M | 0.21% | +2,380+214.8% | Added |
| RiverPark Advisors, LLC | 3,486 | $1.78M | 1.61% | −430−11.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,465 | $1.77M | 0.22% | +967+38.7% | Added |
| Jacobi Capital Management LLC | 3,432 | $1.75M | 0.20% | −14−0.4% | Reduced |
| Sunbelt Securities, Inc. | 3,391 | $1.73M | 0.24% | +36+1.1% | Added |
| Vident Advisory, LLC | 3,379 | $1.73M | 0.05% | +3,379 | New |
| Davidson Capital Management Inc. | 3,357 | $1.72M | 0.85% | −14−0.4% | Reduced |
| Sabal Trust CO | 3,324 | $1.70M | 0.11% | +98+3.0% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.69M | 0.43% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 3,306 | $1.69M | 0.20% | +1,171+54.8% | Added |
| Lincoln National Corp | 3,303 | $1.69M | 0.03% | −205−5.8% | Reduced |
| Merit Financial Group, LLC | 3,292 | $1.68M | 0.06% | +181+5.8% | Added |
| Clarius Group, LLC | 3,263 | $1.67M | 0.16% | −632−16.2% | Reduced |
| GM Advisory Group, Inc. | 3,247 | $1.66M | 0.14% | +10.0% | Added |
| Miracle Mile Advisors, LLC | 3,235 | $1.65M | 0.05% | +22+0.7% | Added |
| IFP Advisors, Inc | 3,208 | $1.64M | 0.07% | −4,520−58.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.64M | 0.10% | −22−0.7% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,197 | $1.63M | 0.46% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,180 | $1.62M | 0.53% | +9+0.3% | Added |
| Trust Asset Management LLC | 3,178 | $1.62M | 0.17% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,176 | $1.62M | 0.16% | +64+2.1% | Added |
| Concentric Capital Strategies, LP | 3,170 | $1.62M | 0.18% | +3,170 | New |
| Panagora Asset Management Inc | 3,163 | $1.62M | 0.01% | +4+0.1% | Added |
| REDW Wealth LLC | 3,152 | $1.61M | 0.50% | +9+0.3% | Added |
| WBI Investments | 3,150 | $1.61M | 0.32% | +3,150 | New |
| Wedmont Private Capital | 2,970 | $1.59M | 0.16% | +447+17.7% | Added |
| Ritholtz Wealth Management | 3,099 | $1.58M | 0.07% | +332+12.0% | Added |
| Dark Forest Capital Management LP | 3,079 | $1.57M | 0.13% | +1,374+80.6% | Added |
| Ostrum Asset Management | 3,071 | $1.57M | 0.15% | −2,585−45.7% | Reduced |
| GTS Securities LLC | 3,056 | $1.56M | 0.03% | +3,056 | New |
| V-Square Quantitative Management LLC | 3,050 | $1.56M | 0.69% | +482+18.8% | Added |
| Eads & Heald Wealth Management | 3,038 | $1.55M | 0.81% | −131−4.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,035 | $1.55M | 0.21% | −368−10.8% | Reduced |
| Diversified Trust Co | 3,010 | $1.54M | 0.06% | +470+18.5% | Added |
| Penserra Capital Management LLC | 2,995 | $1.53M | 0.03% | −181−5.7% | Reduced |
| Moloney Securities Asset Management, LLC | 2,985 | $1.53M | 0.27% | +360+13.7% | Added |
| Venturi Wealth Management, LLC | 2,954 | $1.51M | 0.12% | −120−3.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,943 | $1.50M | 0.15% | +5+0.2% | Added |
| Moody National Bank Trust Division | 2,934 | $1.50M | 0.10% | +14+0.5% | Added |
| Avestar Capital, LLC | 2,932 | $1.50M | 0.23% | +190+6.9% | Added |
| Cigna Investments Inc | 2,924 | $1.49M | 0.34% | −390−11.8% | Reduced |
| Jefferies Financial Group Inc. | 2,907 | $1.49M | 0.04% | +1,349+86.6% | Added |
| Ascent Group, LLC | 2,868 | $1.48M | 0.16% | +2,406+520.8% | Added |
| WT Wealth Management | 2,834 | $1.45M | 0.62% | −293−9.4% | Reduced |
| Ropes Wealth Advisors LLC | 2,834 | $1.45M | 0.28% | −250−8.1% | Reduced |
| Silicon Valley Capital Partners | 2,819 | $1.44M | 0.27% | +10.0% | Added |
| Roberts Glore & Co Inc | 2,809 | $1.44M | 0.47% | −40−1.4% | Reduced |
| Elmwood Wealth Management, Inc. | 2,802 | $1.43M | 0.69% | −29−1.0% | Reduced |
| FDx Advisors, Inc. | 2,785 | $1.42M | 0.12% | −7,546−73.0% | Reduced |
| Guardian Capital Advisors LP | 2,622 | $1.42M | 0.16% | +845+47.6% | Added |
| Brighton Jones LLC | 2,753 | $1.41M | 0.07% | +71+2.6% | Added |
| S&CO Inc | 2,751 | $1.41M | 0.12% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,776 | $1.40M | 0.52% | −555−16.7% | Reduced |
| Harrington Investments, INC | 2,732 | $1.40M | 0.96% | +118+4.5% | Added |
| Mather Group, LLC. | 2,729 | $1.39M | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,726 | $1.39M | 0.14% | +112+4.3% | Added |
| Invesco, LLC | 2,722 | $1.39M | 0.70% | −42−1.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.39M | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,707 | $1.38M | 0.14% | −260−8.8% | Reduced |
| Abacus Planning Group, Inc. | 2,689 | $1.37M | 0.33% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,686 | $1.37M | 2.49% | −285−9.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,679 | $1.37M | 1.46% | +35+1.3% | Added |
| Bayesian Capital Management, LP | 2,658 | $1.36M | 0.16% | +2,658 | New |
| Modera Wealth Management, LLC | 2,643 | $1.35M | 0.03% | +361+15.8% | Added |
| Monumental Financial Group Inc. | 2,642 | $1.35M | 0.90% | +88+3.4% | Added |
| National Asset Management, Inc. | 2,632 | $1.34M | 0.04% | −842−24.2% | Reduced |
| Horizon Investments, LLC | 2,625 | $1.34M | 0.04% | +136+5.5% | Added |
| Crew Capital Management, Ltd. | 2,618 | $1.34M | 1.44% | +2,618 | New |
| Tilia Fiduciary Partners, Inc. | 2,618 | $1.34M | 1.39% | +196+8.1% | Added |