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 |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 2,598 | $1.62M | 0.06% | +2,598 | New |
| Tilia Fiduciary Partners, Inc. | 2,612 | $1.63M | 1.52% | −6−0.2% | Reduced |
| Invesco, LLC | 2,633 | $1.65M | 0.76% | −89−3.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,636 | $1.65M | 0.67% | −3,522−57.2% | Reduced |
| Joho Capital LLC | 2,638 | $1.65M | 0.30% | −41,092−94.0% | Reduced |
| Abacus Planning Group, Inc. | 2,642 | $1.65M | 0.35% | −47−1.7% | Reduced |
| Savant Capital, LLC | 2,648 | $1.66M | 0.02% | +65+2.5% | Added |
| DB Fitzpatrick & Co, Inc | 2,656 | $1.66M | 1.59% | −23−0.9% | Reduced |
| Keeler Thomas Management LLC | 2,671 | $1.67M | 0.66% | −105−3.8% | Reduced |
| Modera Wealth Management, LLC | 2,679 | $1.67M | 0.03% | +36+1.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,716 | $1.70M | 0.20% | +224+9.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.70M | 0.02% | 00.0% | Unchanged |
| Aurora Investment Counsel | 3,988 | $1.70M | 1.11% | −224−5.3% | Reduced |
| Mather Group, LLC. | 2,729 | $1.71M | 0.03% | 00.0% | Unchanged |
| S&CO Inc | 2,751 | $1.72M | 0.13% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,754 | $1.72M | 0.12% | −200−6.8% | Reduced |
| Quadrant Capital Group LLC | 2,755 | $1.72M | 0.15% | +29+1.1% | Added |
| Brighton Jones LLC | 2,757 | $1.72M | 0.07% | +4+0.1% | Added |
| National Asset Management, Inc. | 2,759 | $1.72M | 0.05% | +127+4.8% | Added |
| Moloney Securities Asset Management, LLC | 2,772 | $1.73M | 0.28% | −213−7.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,780 | $1.74M | 0.32% | −52−1.8% | Reduced |
| Roberts Glore & Co Inc | 2,794 | $1.75M | 0.54% | −15−0.5% | Reduced |
| Signature Wealth Management Group | 2,796 | $1.75M | 0.81% | +2,796 | New |
| Ballentine Partners, LLC | 2,802 | $1.75M | 0.04% | +499+21.7% | Added |
| Eisler Capital (UK) Ltd. | 2,822 | $1.76M | 0.16% | +2,822 | New |
| Silicon Valley Capital Partners | 2,824 | $1.76M | 0.30% | +5+0.2% | Added |
| Riverpark Capital Management LLC | 2,844 | $1.78M | 2.72% | +158+5.9% | Added |
| TrimTabs Asset Management, LLC | 2,845 | $1.78M | 0.52% | +2,845 | New |
| Advisor OS, LLC | 2,927 | $1.83M | 0.24% | −642−18.0% | Reduced |
| Cigna Investments Inc | 2,927 | $1.83M | 0.38% | +3+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,946 | $1.84M | 0.17% | +3+0.1% | Added |
| Clark Capital Management Group, Inc. | 2,970 | $1.86M | 0.02% | +2,970 | New |
| Eads & Heald Wealth Management | 2,987 | $1.87M | 0.90% | −51−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,987 | $1.87M | 0.26% | −48−1.6% | Reduced |
| Pinnbrook Capital Management LP | 3,000 | $1.88M | 0.44% | +3,000 | New |
| Wedmont Private Capital | 3,139 | $1.88M | 0.15% | +169+5.7% | Added |
| Clarius Group, LLC | 3,036 | $1.90M | 0.16% | −227−7.0% | Reduced |
| Spire Wealth Management | 3,055 | $1.90M | 0.07% | +611+25.0% | Added |
| Oxford Financial Group Ltd | 3,059 | $1.91M | 0.14% | +965+46.1% | Added |
| Adviser Investments LLC | 3,088 | $1.93M | 0.03% | +3,088 | New |
| Portfolio Design Labs, LLC | 3,098 | $1.94M | 0.73% | +3,098 | New |
| Kempen Capital Management N.V. | 3,102 | $1.94M | 0.03% | −1,282−29.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,102 | $1.94M | 0.21% | −363−10.5% | Reduced |
| Diversified Trust Co | 3,105 | $1.94M | 0.07% | +95+3.2% | Added |
| Ascent Group, LLC | 2,962 | $1.95M | 0.18% | +94+3.3% | Added |
| IFP Advisors, Inc | 3,122 | $1.95M | 0.09% | −86−2.7% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 3,134 | $1.96M | 0.50% | −63−2.0% | Reduced |
| Blueshift Asset Management, LLC | 3,138 | $1.96M | 1.04% | +1,987+172.6% | Added |
| Vista Wealth Management Group, LLC | 3,143 | $1.96M | 0.17% | −33−1.0% | Reduced |
| WT Wealth Management | 3,151 | $1.97M | 0.78% | +317+11.2% | Added |
| REDW Wealth LLC | 3,152 | $1.97M | 0.56% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,163 | $1.98M | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 3,163 | $1.98M | 0.72% | +1,000+46.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,170 | $1.98M | 0.17% | +910+40.3% | Added |
| Trust Asset Management LLC | 3,178 | $1.99M | 0.19% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,322 | $1.99M | 0.21% | +700+26.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.99M | 0.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,191 | $1.99M | 0.33% | +1,288+67.7% | Added |
| RB Capital Management, LLC | 3,214 | $2.01M | 0.58% | +34+1.1% | Added |
| Kestra Private Wealth Services, LLC | 3,237 | $2.02M | 0.05% | +1,388+75.1% | Added |
| Ritholtz Wealth Management | 3,252 | $2.03M | 0.08% | +153+4.9% | Added |
| GM Advisory Group, Inc. | 3,255 | $2.03M | 0.15% | +8+0.2% | Added |
| CoreCap Advisors, LLC | 3,261 | $2.04M | 0.13% | +3,261 | New |
| Tudor Investment Corp Et Al | 3,275 | $2.05M | 0.03% | −4,601−58.4% | Reduced |
| Sabal Trust CO | 3,288 | $2.06M | 0.13% | −36−1.1% | Reduced |
| Avestar Capital, LLC | 3,292 | $2.06M | 0.25% | +360+12.3% | Added |
| Ellis Investment Partners, LLC | 3,308 | $2.07M | 0.48% | 00.0% | Unchanged |
| M&G Investments (USA) Inc. | 3,319 | $2.07M | 2.04% | +3,319 | New |
| Flagship Harbor Advisors, LLC | 3,336 | $2.08M | 0.15% | +2,209+196.0% | Added |
| Harrington Investments, INC | 3,345 | $2.09M | 1.30% | +613+22.4% | Added |
| Jacobi Capital Management LLC | 3,362 | $2.10M | 0.22% | −70−2.0% | Reduced |
| Capital Asset Advisory Services LLC | 3,364 | $2.10M | 0.13% | +35+1.1% | Added |
| Boston Trust Walden Corp | 3,365 | $2.10M | 0.02% | −318−8.6% | Reduced |
| Sunbelt Securities, Inc. | 3,396 | $2.12M | 0.27% | +5+0.1% | Added |
| Stock Yards Bank & Trust Co | 3,430 | $2.14M | 0.08% | −276−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 3,438 | $2.15M | 0.06% | +203+6.3% | Added |
| BKD Wealth Advisors, LLC | 3,449 | $2.16M | 0.06% | −62−1.8% | Reduced |
| RiverPark Advisors, LLC | 3,466 | $2.17M | 2.00% | −20−0.6% | Reduced |
| Stiles Financial Services Inc | 3,469 | $2.17M | 0.98% | −144−4.0% | Reduced |
| Novare Capital Management LLC | 3,500 | $2.19M | 0.22% | −98−2.7% | Reduced |
| Sofos Investments, Inc. | 3,502 | $2.19M | 0.62% | −45,115−92.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,514 | $2.20M | 0.06% | +945+36.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,529 | $2.21M | 0.08% | −297−7.8% | Reduced |
| Eagle Asset Management Inc | 3,536 | $2.21M | 0.01% | −361−9.3% | Reduced |
| Farther Finance Advisors, LLC | 3,583 | $2.24M | 0.16% | +2,723+316.6% | Added |
| Boulder Hill Capital Management LP | 3,600 | $2.25M | 1.20% | +3,600 | New |
| Harbor Capital Advisors, Inc. | 3,641 | $2.28M | 0.44% | −17−0.5% | Reduced |
| Graham Capital Management, L.P. | 3,641 | $2.28M | 0.07% | +3,641 | New |
| James Hambro & Partners | 3,648 | $2.28M | 0.12% | −251−6.4% | Reduced |
| Horizon Investments, LLC | 3,658 | $2.28M | 0.06% | +1,033+39.4% | Added |
| Mission Wealth Management, LP | 3,667 | $2.29M | 0.08% | +13+0.4% | Added |
| Clean Yield Group | 3,667 | $2.29M | 0.97% | −46−1.2% | Reduced |
| Southern Capital Advisors, LLC | 3,689 | $2.31M | 1.64% | −370−9.1% | Reduced |
| Willow Creek Wealth Management Inc. | 3,690 | $2.31M | 0.29% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,699 | $2.31M | 1.36% | +35+1.0% | Added |
| Two Sigma Investments, LP | 3,701 | $2.31M | 0.01% | −18−0.5% | Reduced |
| Dohj, LLC | 3,707 | $2.32M | 0.68% | −265−6.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $2.34M | 0.25% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,798 | $2.37M | 0.22% | −16−0.4% | Reduced |
| Vident Advisory, LLC | 3,800 | $2.38M | 0.06% | +421+12.5% | Added |