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Livermore
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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, Q4 2023

Institutional positions in Intuit Inc. as of Dec 31, 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
1,918
+200 vs. Q3 2023
Shares held
234.8M
+3.68M (+1.6%) vs. Q3 2023
Total value
$146.7B
+$28.5B (+24.1%) vs. Q3 2023
New holders
299
682 more added
Sold out
99
669 more reduced

24 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,918 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2023: $146.7B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2023.

Institutions holding INTU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$320.00%0New
Financial Perspectives, Inc1$6250.00%+1New
Delos Wealth Advisors, LLC1$6260.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$6260.00%00.0%Unchanged
Birchbrook, Inc.1$6350.00%+1New
Horrell Capital Management, Inc.1$1.00K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1.17K0.00%00.0%Unchanged
WestEnd Advisors, LLC2$1.25K0.00%00.0%Unchanged
Bank of New Hampshire2$1.25K0.00%00.0%Unchanged
Perritt Capital Management Inc3$1.88K0.00%00.0%Unchanged
True Wealth Design, LLC3$1.88K0.00%+1+50.0%Added
Hazlett, Burt & Watson, Inc.3$2.00K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.4$2.32K0.00%+4New
Longfellow Investment Management Co LLC4$2.50K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$2.50K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC4$2.50K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$3.07K0.00%−34−85.0%Reduced
Dakota Community Bank & Trust NA5$3.13K0.02%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$3.13K0.00%00.0%Unchanged
Evermay Wealth Management LLC5$3.13K0.00%+3+150.0%Added
Jackson, Grant Investment Advisers, Inc.6$3.75K0.00%00.0%Unchanged
Westside Investment Management, Inc.6$3.75K0.00%+6New
Rockbridge Investment Management, LCC6$3.75K0.00%+6New
Semmax Financial Advisors Inc.6$3.84K0.00%+6New
Capula Management Ltd7$4.38K0.00%−787−99.1%Reduced
Caldwell Sutter Capital, Inc.7$4.38K0.00%−13−65.0%Reduced
PFG Private Wealth Management, LLC7$4.38K0.00%00.0%Unchanged
Country Trust Bank7$4.38K0.00%+7New
Pineridge Advisors LLC7$4.38K0.00%+7New
Winthrop Capital Management, LLC7$4.54K0.00%+7New
Mascoma Wealth Management LLC8$5.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$5.00K0.00%00.0%Unchanged
Cooksen Wealth, LLC8$5.00K0.01%+8New
PayPay Securities Corp8$5.54K0.27%+3+60.0%Added
Founders Capital Management9$5.63K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC9$5.63K0.00%+9New
Berkshire Capital Holdings Inc10$6.25K0.00%00.0%Unchanged
JNBA Financial Advisors10$6.25K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC10$6.25K0.00%+10New
Kozak & Associates, Inc.11$6.65K0.00%00.0%Unchanged
Sittner & Nelson, LLC11$6.88K0.00%00.0%Unchanged
WealthCollab, LLC11$6.88K0.01%+11New
Missouri Trust & Investment Co12$7.50K0.00%00.0%Unchanged
TFC Financial Management12$7.50K0.00%00.0%Unchanged
Byrne Asset Management LLC12$7.55K0.01%00.0%Unchanged
HighMark Wealth Management LLC13$8.13K0.01%00.0%Unchanged
Laffer Tengler Investments13$8.13K0.00%+13New
Quarry LP13$8.13K0.00%+13New
PFS Partners, LLC13$8.15K0.01%00.0%Unchanged
Salomon & Ludwin, LLC17$8.69K0.00%00.0%Unchanged
Clear Investment Research, LLC14$8.75K0.01%+14New
Frank, Rimerman Advisors LLC14$8.75K0.00%+14New
Pin Oak Investment Advisors Inc14$9.00K0.01%+14New
Aspire Private Capital, LLC15$9.38K0.00%−51−77.3%Reduced
Bruce G. Allen Investments, LLC15$9.38K0.01%+15New
Valued Wealth Advisors LLC19$9.71K0.01%+19New
Avion Wealth16$10.0K0.00%−7−30.4%Reduced
Tyler-Stone Wealth Management16$10.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC16$10.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$10.6K0.00%00.0%Unchanged
Tfo-TDC, LLC17$10.6K0.00%00.0%Unchanged
Naples Money Management LLC17$10.6K0.01%+17New
TSFG, LLC18$11.0K0.00%00.0%Unchanged
Dunhill Financial, LLC20$12.4K0.01%+20New
Independence Bank of Kentucky20$12.5K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.20$12.5K0.04%+20New
Adirondack Trust Co19$12.6K0.01%+4+26.7%Added
First Pacific Financial21$13.1K0.00%00.0%Unchanged
RFP Financial Group LLC21$13.1K0.01%00.0%Unchanged
Rakuten Securities, Inc.21$13.1K0.01%+21New
Nemes Rush Group LLC21$13.2K0.00%00.0%Unchanged
Clear Street Markets LLC22$14.0K0.01%−9−29.0%Reduced
Dividend Assets Capital, LLC24$15.0K0.00%00.0%Unchanged
Bollard Group LLC23$15.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC24$15.0K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC24$15.0K0.00%+15+166.7%Added
West Branch Capital LLC24$15.0K0.01%+13+118.2%Added
Bear Mountain Capital, Inc.25$15.1K0.01%+25New
Wolff Wiese Magana LLC25$15.6K0.01%00.0%Unchanged
Tucker Asset Management LLC25$15.6K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC25$15.6K0.00%+25New
Northwest Financial Advisors25$15.6K0.01%+25New
Cutler Group LP27$16.0K0.00%+27New
Long Island Wealth Management, Inc.25$16.0K0.01%+25New
Tortoise Investment Management, LLC27$16.9K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$16.9K0.01%00.0%Unchanged
Kelly Financial Services LLC27$16.9K0.01%00.0%Unchanged
Able Wealth Management LLC27$17.2K0.02%+27New
Archer Investment Corp28$17.5K0.01%00.0%Unchanged
REAP Financial Group, LLC28$17.5K0.01%+28New
Hanson & Doremus Investment Management28$18.0K0.00%−1−3.4%Reduced
Kiely Wealth Advisory Group, Inc.28$18.1K0.01%+28New
Frazier Financial Advisors, LLC31$19.4K0.02%+31New
VisionPoint Advisory Group, LLC32$19.4K0.01%−14−30.4%Reduced
Altshuler Shaham Ltd32$20.0K0.00%−10−23.8%Reduced
HWG Holdings LP32$20.0K0.01%00.0%Unchanged
Front Row Advisors LLC32$20.0K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A32$20.0K0.01%+32New
Aspect Partners, LLC33$20.6K0.01%+33New
Bourgeon Capital Management LLC34$21.3K0.00%00.0%Unchanged