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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 3,820 | $2.39M | 0.21% | +749+24.4% | Added |
| Inlet Private Wealth, LLC | 3,828 | $2.39M | 0.73% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,830 | $2.39M | 0.04% | +923+31.8% | Added |
| Strategic Planning Group, LLC | 3,853 | $2.41M | 0.80% | +3,853 | New |
| Credential Qtrade Securities Inc. | 3,862 | $2.41M | 0.14% | −46−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,943 | $2.46M | 0.21% | −107−2.6% | Reduced |
| Archford Capital Strategies, LLC | 3,950 | $2.47M | 0.45% | +212+5.7% | Added |
| Berger Financial Group, Inc | 3,950 | $2.47M | 0.26% | −60−1.5% | Reduced |
| Bank of Hawaii | 3,979 | $2.49M | 0.13% | −1,626−29.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,997 | $2.50M | 0.12% | +3,997 | New |
| Settian Capital LP | 4,000 | $2.50M | 1.99% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.50M | 0.64% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,956 | $2.52M | 0.12% | −81−2.0% | Reduced |
| Wealthsource Partners, LLC | 4,054 | $2.53M | 0.16% | −20−0.5% | Reduced |
| HB Wealth Management, LLC | 4,061 | $2.54M | 0.04% | −92−2.2% | Reduced |
| Covenant Asset Management, LLC | 4,084 | $2.55M | 0.71% | +182+4.7% | Added |
| Outfitter Financial LLC | 4,087 | $2.55M | 2.23% | +100+2.5% | Added |
| Checchi Capital Advisers, LLC | 4,112 | $2.57M | 0.21% | +39+1.0% | Added |
| Dakota Wealth Management | 4,113 | $2.57M | 0.10% | +210+5.4% | Added |
| Hampton Road Capital Management LP | 4,117 | $2.57M | 0.49% | +4,117 | New |
| Sirios Capital Management L P | 4,120 | $2.58M | 0.53% | −395−8.7% | Reduced |
| Freedom Day Solutions, LLC | 4,174 | $2.61M | 1.02% | −153−3.5% | Reduced |
| Evergreen Capital Management LLC | 4,175 | $2.61M | 0.11% | +20+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 4,181 | $2.61M | 0.50% | −253−5.7% | Reduced |
| Petredis Investment Advisors LLC | 4,202 | $2.63M | 0.34% | −139−3.2% | Reduced |
| Davidson Capital Management Inc. | 4,234 | $2.65M | 0.96% | +877+26.1% | Added |
| Sanders Morris Harris LLC | 4,426 | $2.65M | 1.30% | +80+1.8% | Added |
| Scott & Selber, Inc. | 4,254 | $2.66M | 1.00% | −60−1.4% | Reduced |
| PFG Advisors | 4,263 | $2.66M | 0.22% | −816−16.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,282 | $2.68M | 0.31% | −38−0.9% | Reduced |
| William Allan, LLC | 4,288 | $2.68M | 1.92% | −57−1.3% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.71M | 0.52% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,596 | $2.72M | 0.21% | +193+4.4% | Added |
| Silphium Asset Management Ltd | 4,359 | $2.72M | 1.45% | −4,200−49.1% | Reduced |
| Cloverfields Capital Group, LP | 4,364 | $2.73M | 1.07% | +174+4.2% | Added |
| Lincoln National Corp | 4,404 | $2.75M | 0.05% | +1,101+33.3% | Added |
| Americana Partners, LLC | 4,253 | $2.75M | 0.26% | +7+0.2% | Added |
| Ironwood Financial, llc | 4,408 | $2.76M | 0.67% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,436 | $2.77M | 0.09% | −554−11.1% | Reduced |
| Hancock Whitney Corp | 4,454 | $2.78M | 0.10% | −3−0.1% | Reduced |
| CAPROCK Group, Inc. | 4,470 | $2.79M | 0.18% | −231−4.9% | Reduced |
| HighPoint Advisor Group LLC | 4,389 | $2.81M | 0.20% | +4,389 | New |
| USA Financial Portformulas Corp | 4,518 | $2.82M | 0.49% | +3,888+617.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,520 | $2.83M | 0.13% | −171−3.6% | Reduced |
| Telemus Capital, LLC | 4,527 | $2.83M | 0.23% | −14−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,532 | $2.83M | 0.02% | −7,721−63.0% | Reduced |
| Biltmore Family Office, LLC | 4,538 | $2.84M | 0.58% | 00.0% | Unchanged |
| Boit C F David | 4,800 | $2.84M | 1.61% | +1,350+39.1% | Added |
| Pegasus Partners Ltd. | 4,550 | $2.84M | 0.33% | −313−6.4% | Reduced |
| Vanderbilt University | 4,572 | $2.86M | 0.71% | +732+19.1% | Added |
| Welch & Forbes LLC | 4,607 | $2.88M | 0.04% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4,628 | $2.89M | 0.08% | −145−3.0% | Reduced |
| Conway Capital Management, Inc. | 4,630 | $2.89M | 1.87% | +955+26.0% | Added |
| Scharf Investments, LLC | 4,635 | $2.90M | 0.08% | +188+4.2% | Added |
| Focus Financial Network Inc | 4,695 | $2.93M | 0.11% | +4,695 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,700 | $2.94M | 1.61% | −1,000−17.5% | Reduced |
| STF Management LP | 4,717 | $2.95M | 1.39% | +156+3.4% | Added |
| Bleakley Financial Group, LLC | 4,726 | $2.95M | 0.09% | +418+9.7% | Added |
| Principal Securities, Inc. | 4,770 | $2.98M | 0.11% | +4,770 | New |
| Nicholas Investment Partners, LP | 4,799 | $3.00M | 0.35% | +2,820+142.5% | Added |
| E Fund Management Co., Ltd. | 4,820 | $3.01M | 0.19% | −364−7.0% | Reduced |
| Harfst & Associates, Inc. | 4,832 | $3.02M | 0.80% | −206−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,838 | $3.02M | 0.03% | −4,074−45.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,838 | $3.02M | 0.15% | +4,838 | New |
| Clear Harbor Asset Management, LLC | 4,842 | $3.03M | 0.29% | +18+0.4% | Added |
| Twin Capital Management Inc | 4,847 | $3.03M | 0.40% | −65−1.3% | Reduced |
| Zions Bancorporation, N.A. | 4,856 | $3.04M | 0.21% | +147+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 4,879 | $3.05M | 0.19% | +180+3.8% | Added |
| Aubrey Capital Management Ltd | 4,900 | $3.06M | 1.30% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,960 | $3.10M | 0.29% | +2,253+83.2% | Added |
| Catalyst Capital Advisors LLC | 4,963 | $3.10M | 0.08% | +456+10.1% | Added |
| Decatur Capital Management, Inc. | 4,966 | $3.10M | 1.86% | +359+7.8% | Added |
| Harvest Fund Management Co., Ltd | 4,987 | $3.11M | 0.48% | +632+14.5% | Added |
| Brasada Capital Management, LP | 4,975 | $3.11M | 0.61% | +295+6.3% | Added |
| Glynn Capital Management LLC | 5,000 | $3.13M | 0.58% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.13M | 0.61% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 5,015 | $3.13M | 0.80% | +213+4.4% | Added |
| Kingswood Wealth Advisors, LLC | 5,038 | $3.15M | 0.36% | −729−12.6% | Reduced |
| First Personal Financial Services | 5,072 | $3.17M | 0.77% | −89−1.7% | Reduced |
| Kornitzer Capital Management Inc | 5,076 | $3.17M | 0.06% | +27+0.5% | Added |
| Equitable Trust Co | 5,113 | $3.20M | 0.24% | +48+0.9% | Added |
| Herold Advisors, Inc. | 5,118 | $3.20M | 0.88% | −39−0.8% | Reduced |
| Sawtooth Solutions, LLC | 5,138 | $3.21M | 0.09% | +423+9.0% | Added |
| Parkwood LLC | 5,191 | $3.25M | 0.52% | −208−3.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,185 | $3.26M | 1.47% | −485−8.6% | Reduced |
| Elevatus Welath Management | 5,213 | $3.26M | 1.48% | +1,666+47.0% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.26M | 1.36% | 00.0% | Unchanged |
| Old National Bancorp | 5,252 | $3.28M | 0.09% | −1,041−16.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,259 | $3.29M | 0.04% | −57−1.1% | Reduced |
| EP Wealth Advisors, LLC | 5,287 | $3.30M | 0.04% | +356+7.2% | Added |
| Sompo Asset Management Co., Ltd. | 5,290 | $3.31M | 0.60% | −510−8.8% | Reduced |
| Compass Wealth Management LLC | 5,363 | $3.35M | 0.94% | −251−4.5% | Reduced |
| Alps Advisors Inc | 5,411 | $3.38M | 0.03% | −435−7.4% | Reduced |
| AdvisorShares Investments LLC | 5,485 | $3.43M | 0.80% | −1,966−26.4% | Reduced |
| MAI Capital Management | 5,493 | $3.43M | 0.05% | +138+2.6% | Added |
| Change Path, LLC | 5,513 | $3.44M | 0.22% | +389+7.6% | Added |
| V-Square Quantitative Management LLC | 5,536 | $3.46M | 0.82% | +2,486+81.5% | Added |
| Summit Global Investments | 5,562 | $3.48M | 0.23% | −630−10.2% | Reduced |
| RVW Wealth, LLC | 5,576 | $3.49M | 0.38% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 5,577 | $3.49M | 2.94% | −6−0.1% | Reduced |