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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1,839 | $1.15M | 0.13% | +10+0.5% | Added |
| Unique Wealth Strategies, LLC | 1,843 | $1.15M | 0.77% | +1,843 | New |
| Ellevest, Inc. | 1,844 | $1.15M | 0.08% | +37+2.0% | Added |
| Oarsman Capital, Inc. | 1,847 | $1.15M | 0.31% | +507+37.8% | Added |
| Barr E S & Co | 1,859 | $1.16M | 0.08% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,865 | $1.17M | 0.45% | +1,865 | New |
| Accretive Wealth Partners, LLC | 1,869 | $1.17M | 0.56% | +4+0.2% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.18M | 0.24% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,887 | $1.18M | 0.22% | +314+20.0% | Added |
| Morningstar Investment Services LLC | 1,881 | $1.18M | 0.01% | +1,070+131.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,890 | $1.18M | 0.44% | +740+64.3% | Added |
| Premier Path Wealth Partners, LLC | 1,930 | $1.18M | 0.26% | +1,930 | New |
| Barbara Oil Co. | 1,900 | $1.19M | 0.53% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,901 | $1.19M | 0.03% | +43+2.3% | Added |
| Capstone Investment Advisors, LLC | 1,941 | $1.21M | 0.02% | −3,872−66.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,941 | $1.21M | 0.07% | +1,046+116.9% | Added |
| CX Institutional | 1,946 | $1.22M | 0.07% | −50−2.5% | Reduced |
| Wealth Alliance | 1,949 | $1.22M | 0.17% | −10−0.5% | Reduced |
| RFG Advisory, LLC | 1,959 | $1.22M | 0.05% | +114+6.2% | Added |
| Intech Investment Management LLC | 1,960 | $1.23M | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,961 | $1.23M | 0.04% | −6−0.3% | Reduced |
| Forbes J M & Co LLP | 1,963 | $1.23M | 0.14% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,965 | $1.23M | 0.27% | +1,354+221.6% | Added |
| Eventide Asset Management, LLC | 1,974 | $1.23M | 0.02% | +1,974 | New |
| Virtue Capital Management, LLC | 2,098 | $1.24M | 0.25% | −290−12.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,987 | $1.24M | 0.10% | +40+2.1% | Added |
| Liberty Wealth Management LLC | 1,996 | $1.25M | 0.27% | −7−0.3% | Reduced |
| Wedbush Securities Inc | 1,997 | $1.25M | 0.06% | +20+1.0% | Added |
| Moneta Group Investment Advisors LLC | 1,998 | $1.25M | 0.02% | −11−0.5% | Reduced |
| Red Spruce Capital, LLC | 2,003 | $1.25M | 0.64% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,004 | $1.25M | 0.18% | +176+9.6% | Added |
| Graypoint LLC | 2,014 | $1.26M | 0.10% | +319+18.8% | Added |
| NVWM, LLC | 2,032 | $1.27M | 0.38% | −112−5.2% | Reduced |
| Mirador Capital Partners LP | 2,033 | $1.27M | 0.27% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,035 | $1.27M | 0.04% | −72−3.4% | Reduced |
| Arlington Trust Co LLC | 2,037 | $1.27M | 0.36% | +1,833+898.5% | Added |
| Brookstone Capital Management | 2,044 | $1.28M | 0.02% | −229−10.1% | Reduced |
| Cove Private Wealth, LLC | 2,065 | $1.29M | 1.22% | +2,065 | New |
| Hixon Zuercher, LLC | 2,067 | $1.29M | 0.60% | +2,067 | New |
| Family Legacy, Inc. | 2,071 | $1.29M | 0.49% | +23+1.1% | Added |
| Skopos Labs, Inc. | 2,074 | $1.30M | 0.62% | +2,074 | New |
| Anchor Investment Management, LLC | 2,079 | $1.30M | 0.15% | −192−8.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,080 | $1.30M | 0.27% | +14+0.7% | Added |
| Naviter Wealth, LLC | 2,087 | $1.30M | 0.26% | +422+25.3% | Added |
| Camden Capital, LLC | 2,089 | $1.31M | 0.13% | −1,399−40.1% | Reduced |
| Insigneo Advisory Services, LLC | 2,099 | $1.31M | 0.18% | +1,486+242.4% | Added |
| Eqis Capital Management, Inc. | 2,111 | $1.32M | 0.11% | +37+1.8% | Added |
| Phoenix Holdings Ltd. | 2,144 | $1.34M | 0.02% | +4+0.2% | Added |
| Old Port Advisors | 2,159 | $1.35M | 0.45% | −108−4.8% | Reduced |
| Bayesian Capital Management, LP | 2,161 | $1.35M | 0.14% | −497−18.7% | Reduced |
| Quent Capital, LLC | 2,169 | $1.36M | 0.18% | +124+6.1% | Added |
| FSA Wealth Management LLC | 2,172 | $1.36M | 0.64% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,192 | $1.37M | 0.08% | +1,347+159.4% | Added |
| Cumberland Partners Ltd | 2,215 | $1.37M | 0.13% | −150−6.3% | Reduced |
| McRae Capital Management Inc | 2,196 | $1.37M | 0.34% | +5+0.2% | Added |
| Choate Investment Advisors | 2,203 | $1.38M | 0.04% | +239+12.2% | Added |
| Parallax Volatility Advisers, L.P. | 2,207 | $1.38M | 0.04% | +2,207 | New |
| Stratos Wealth Advisors, LLC | 2,213 | $1.38M | 0.08% | −27−1.2% | Reduced |
| FDx Advisors, Inc. | 2,235 | $1.40M | 0.11% | −550−19.7% | Reduced |
| Peninsula Wealth, LLC | 2,244 | $1.40M | 0.29% | +11+0.5% | Added |
| Personal Cfo Solutions, LLC | 2,261 | $1.41M | 0.24% | +126+5.9% | Added |
| Arjuna Capital | 2,262 | $1.41M | 0.44% | +2,262 | New |
| Benjamin Edwards Inc | 2,290 | $1.43M | 0.31% | +6+0.3% | Added |
| Knowledge Leaders Capital, LLC | 2,293 | $1.43M | 2.26% | −72−3.0% | Reduced |
| Citizens National Bank Trust Department | 2,337 | $1.46M | 0.37% | −50−2.1% | Reduced |
| Scientech Research LLC | 2,341 | $1.46M | 1.46% | +2,341 | New |
| Thrive Wealth Management, LLC | 2,352 | $1.47M | 0.33% | +43+1.9% | Added |
| Allworth Financial LP | 2,352 | $1.47M | 0.01% | +132+5.9% | Added |
| Peak Asset Management, LLC | 2,363 | $1.48M | 0.32% | −71−2.9% | Reduced |
| Great Lakes Advisors, LLC | 2,363 | $1.48M | 0.01% | +899+61.4% | Added |
| Capital Investment Advisors, LLC | 2,364 | $1.48M | 0.04% | +1,300+122.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,367 | $1.48M | 0.23% | −18−0.8% | Reduced |
| Hara Capital LLC | 2,370 | $1.48M | 1.04% | +2,370 | New |
| Nicolet Bankshares Inc | 2,371 | $1.48M | 0.40% | −38−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 2,373 | $1.48M | 0.06% | +368+18.4% | Added |
| Value Partners Investments Inc. | 2,370 | $1.48M | 0.12% | +154+6.9% | Added |
| Wade G W & Inc | 2,374 | $1.48M | 0.05% | +1,144+93.0% | Added |
| Hilltop Holdings Inc. | 2,377 | $1.49M | 0.17% | +107+4.7% | Added |
| Integrated Wealth Concepts LLC | 2,377 | $1.49M | 0.02% | +432+22.2% | Added |
| Edgestream Partners, L.P. | 2,384 | $1.49M | 0.11% | −77−3.1% | Reduced |
| ICONIQ Capital, LLC | 2,388 | $1.49M | 0.03% | −3−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,389 | $1.49M | 0.05% | +105+4.6% | Added |
| Clearstead Advisors, LLC | 2,404 | $1.50M | 0.08% | +17+0.7% | Added |
| ROI Financial Advisors, LLC | 2,425 | $1.51M | 1.25% | +2,425 | New |
| Perigon Wealth Management, LLC | 2,437 | $1.52M | 0.05% | −99−3.9% | Reduced |
| Cannell Peter B & Co Inc | 2,442 | $1.53M | 0.05% | +56+2.3% | Added |
| FSM Wealth Advisors, LLC | 2,446 | $1.53M | 0.65% | +11+0.5% | Added |
| Cascade Investment Group, Inc. | 2,449 | $1.53M | 1.23% | −60−2.4% | Reduced |
| LGT Fund Management Co Ltd. | 2,450 | $1.54M | 0.66% | −90−3.5% | Reduced |
| Wealthspire Advisors, LLC | 2,476 | $1.55M | 0.02% | +79+3.3% | Added |
| Argent Trust Co | 2,488 | $1.56M | 0.08% | +371+17.5% | Added |
| JGP Wealth Management, LLC | 2,489 | $1.56M | 0.23% | +2,489 | New |
| Global X Japan Co., Ltd. | 2,500 | $1.56M | 0.89% | +2,500 | New |
| Penserra Capital Management LLC | 2,510 | $1.57M | 0.03% | −485−16.2% | Reduced |
| ABN AMRO Bank N.V. | 2,521 | $1.58M | 0.03% | −10−0.4% | Reduced |
| BancorpSouth Bank | 2,547 | $1.59M | 0.13% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,556 | $1.60M | 0.07% | +484+23.4% | Added |
| NorthRock Partners, LLC | 2,562 | $1.60M | 0.07% | +1,411+122.6% | Added |
| Monumental Financial Group Inc. | 2,571 | $1.61M | 0.96% | −71−2.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,574 | $1.61M | 0.66% | 00.0% | Unchanged |