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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 5,614 | $3.51M | 0.58% | −1,155−17.1% | Reduced |
| Cohen Investment Advisors LLC | 5,624 | $3.52M | 2.59% | −647−10.3% | Reduced |
| Ossiam | 5,624 | $3.52M | 0.06% | +337+6.4% | Added |
| Coldstream Capital Management Inc | 5,629 | $3.52M | 0.10% | +1,558+38.3% | Added |
| S.A. Mason LLC | 5,640 | $3.53M | 2.36% | −89−1.6% | Reduced |
| First Bank & Trust | 5,672 | $3.55M | 0.86% | +10+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 5,688 | $3.56M | 0.91% | +55+1.0% | Added |
| Brown Brothers Harriman & Co | 5,703 | $3.56M | 0.03% | +452+8.6% | Added |
| Coalescence Partners Investment Management, LP | 5,706 | $3.57M | 3.21% | +5,706 | New |
| KP Management LLC | 5,750 | $3.59M | 1.78% | +5,750 | New |
| Signaturefd, LLC | 5,764 | $3.60M | 0.08% | +133+2.4% | Added |
| Legacy Advisors, LLC | 5,772 | $3.61M | 0.47% | +88+1.5% | Added |
| Ocean Capital Management, LLC | 5,789 | $3.62M | 1.46% | −321−5.3% | Reduced |
| Fairbanks Capital Management, Inc. | 5,798 | $3.62M | 2.59% | +366+6.7% | Added |
| Premier Fund Managers Ltd | 5,771 | $3.63M | 0.16% | −3,973−40.8% | Reduced |
| MV Capital Management, Inc. | 5,841 | $3.65M | 0.46% | +38+0.7% | Added |
| Asset Dedication, LLC | 5,793 | $3.66M | 0.30% | +52+0.9% | Added |
| GAM Holding AG | 5,873 | $3.67M | 0.27% | +17+0.3% | Added |
| Vestcor Inc | 5,891 | $3.68M | 0.12% | −64−1.1% | Reduced |
| Weil Company, Inc. | 5,926 | $3.70M | 1.63% | −64−1.1% | Reduced |
| Highland Capital Management, LLC | 5,963 | $3.73M | 0.23% | −20−0.3% | Reduced |
| Empower Advisory Group, LLC | 5,983 | $3.74M | 0.01% | +615+11.5% | Added |
| Vestmark Advisory Solutions, Inc. | 6,048 | $3.78M | 0.19% | −802−11.7% | Reduced |
| Nomura Holdings Inc | 6,051 | $3.78M | 0.03% | −18,227−75.1% | Reduced |
| J. Goldman & Co LP | 6,059 | $3.79M | 0.21% | +6,059 | New |
| Thoroughbred Financial Services, LLC | 6,100 | $3.81M | 0.31% | −103−1.7% | Reduced |
| Boothbay Fund Management, LLC | 6,129 | $3.83M | 0.14% | +6,129 | New |
| Linden Thomas Advisory Services, LLC | 6,131 | $3.83M | 0.72% | +564+10.1% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.84M | 0.59% | 00.0% | Unchanged |
| Hyman Charles D | 6,188 | $3.87M | 0.23% | −78−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,320 | $3.95M | 0.01% | +325+5.4% | Added |
| Nordwand Advisors, LLC | 6,321 | $3.95M | 1.04% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 6,334 | $3.96M | 0.03% | −23,665−78.9% | Reduced |
| Synovus Financial Corp | 6,385 | $3.99M | 0.06% | +166+2.7% | Added |
| Liberty One Investment Management, LLC | 6,413 | $4.01M | 0.49% | +6,413 | New |
| Empowered Funds, LLC | 6,421 | $4.01M | 0.10% | +497+8.4% | Added |
| Veriti Management LLC | 6,429 | $4.02M | 0.36% | +919+16.7% | Added |
| First Foundation Advisors | 6,513 | $4.07M | 0.19% | −722−10.0% | Reduced |
| Investment Management Corp of Ontario | 6,514 | $4.07M | 0.10% | +6,514 | New |
| Legacy Trust | 6,563 | $4.10M | 1.07% | −19−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,563 | $4.10M | 0.23% | +341+5.5% | Added |
| Mitchell Capital Management Co | 6,573 | $4.11M | 0.87% | +319+5.1% | Added |
| Banco Santander, S.A. | 6,614 | $4.13M | 0.05% | +4,380+196.1% | Added |
| Alberta Investment Management Corp | 6,700 | $4.19M | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,735 | $4.21M | 0.05% | −145−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,778 | $4.24M | 0.24% | −2,152−24.1% | Reduced |
| Scholtz & Company, LLC | 6,814 | $4.26M | 2.11% | +71+1.1% | Added |
| FJ Investments, LLC | 6,879 | $4.30M | 0.20% | +6,879 | New |
| Park Avenue Securities LLC | 6,913 | $4.32M | 0.06% | +225+3.4% | Added |
| HBW Advisory Services LLC | 6,956 | $4.35M | 0.82% | −132−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 6,959 | $4.35M | 0.05% | +225+3.3% | Added |
| Moody Lynn & Lieberson, LLC | 7,044 | $4.40M | 0.34% | +3,413+94.0% | Added |
| Steward Partners Investment Advisory, LLC | 7,087 | $4.43M | 0.06% | +423+6.3% | Added |
| Guardian Capital LP | 7,095 | $4.43M | 0.16% | −240−3.3% | Reduced |
| Altrafin AG | 7,146 | $4.47M | 1.72% | +2,022+39.5% | Added |
| Gluskin Sheff & Assoc Inc | 7,198 | $4.50M | 0.44% | −2,229−23.6% | Reduced |
| Private Advisor Group, LLC | 7,236 | $4.52M | 0.04% | +431+6.3% | Added |
| Twenty Acre Capital LP | 7,380 | $4.61M | 4.39% | −2,970−28.7% | Reduced |
| Chesley Taft & Associates LLC | 7,380 | $4.61M | 0.26% | −45−0.6% | Reduced |
| Baader Bank INC | 7,402 | $4.63M | 0.39% | −429−5.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,427 | $4.64M | 0.44% | +544+7.9% | Added |
| EFG Asset Management (North America) Corp. | 7,427 | $4.64M | 0.88% | +3,831+106.5% | Added |
| Canal Capital Management, LLC | 7,436 | $4.65M | 0.86% | +326+4.6% | Added |
| Logan Capital Management Inc | 7,437 | $4.65M | 0.22% | −321−4.1% | Reduced |
| PEAK6 Investments LLC | 7,473 | $4.67M | 0.20% | −2,343−23.9% | Reduced |
| Chilton Investment Co LLC | 7,476 | $4.67M | 0.14% | −1,708−18.6% | Reduced |
| City Holding Co | 7,491 | $4.68M | 0.75% | +75+1.0% | Added |
| Fiduciary Trust Co | 7,546 | $4.72M | 0.08% | −173−2.2% | Reduced |
| Monograph Wealth Advisors, LLC | 7,554 | $4.72M | 0.85% | −57−0.7% | Reduced |
| Motley Fool Asset Management LLC | 7,708 | $4.82M | 0.36% | +510+7.1% | Added |
| Essex Investment Management Co LLC | 7,760 | $4.85M | 0.95% | −480−5.8% | Reduced |
| CIBC World Markets Inc. | 7,761 | $4.85M | 0.01% | +226+3.0% | Added |
| Cypress Capital Group | 7,778 | $4.86M | 0.63% | −334−4.1% | Reduced |
| Parsons Capital Management Inc | 7,852 | $4.91M | 0.35% | −73−0.9% | Reduced |
| Cetera Advisors LLC | 7,952 | $4.97M | 0.07% | +384+5.1% | Added |
| Sumitomo Life Insurance Co | 8,034 | $5.02M | 0.16% | −293−3.5% | Reduced |
| Howe & Rusling Inc | 8,079 | $5.05M | 0.54% | +293+3.8% | Added |
| Stonegate Investment Group, LLC | 8,091 | $5.06M | 0.17% | +139+1.7% | Added |
| Papp L Roy & Associates | 8,096 | $5.06M | 0.63% | −20.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,125 | $5.08M | 3.65% | −600−6.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 8,149 | $5.09M | 0.89% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 8,181 | $5.11M | 2.38% | +8,181 | New |
| Iyo Bank, Ltd. | 8,183 | $5.12M | 2.43% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 8,193 | $5.12M | 1.67% | +566+7.4% | Added |
| Stratos Wealth Partners, LTD. | 8,204 | $5.13M | 0.10% | −179−2.1% | Reduced |
| Beacon Investment Advisors LLC | 8,216 | $5.14M | 3.28% | −867−9.5% | Reduced |
| Harbour Capital Advisors, LLC | 8,721 | $5.16M | 1.41% | +16+0.2% | Added |
| Watchman Group, Inc. | 8,251 | $5.16M | 1.70% | −65−0.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,253 | $5.16M | 0.42% | −354−4.1% | Reduced |
| Account Management LLC | 8,279 | $5.17M | 6.19% | −200−2.4% | Reduced |
| D.A. Davidson & Co. | 8,279 | $5.17M | 0.05% | +1,498+22.1% | Added |
| Charles Carroll Financial Partners, LLC | 8,307 | $5.19M | 5.59% | −25−0.3% | Reduced |
| AXS Investments LLC | 8,341 | $5.21M | 1.25% | −178−2.1% | Reduced |
| Independent Advisor Alliance | 8,376 | $5.24M | 0.19% | +61+0.7% | Added |
| Trivant Custom Portfolio Group, LLC | 8,447 | $5.28M | 3.52% | +144+1.7% | Added |
| Vinva Investment Management Ltd | 8,528 | $5.36M | 0.37% | +258+3.1% | Added |
| FourThought Financial Partners, LLC | 8,574 | $5.36M | 0.67% | −564−6.2% | Reduced |
| Groupama Asset Managment | 8,583 | $5.37M | 0.14% | +8,583 | New |
| Ninety One SA (PTY) Ltd | 8,671 | $5.42M | 0.82% | +689+8.6% | Added |
| Jennison Associates LLC | 8,673 | $5.42M | 0.00% | +8,673 | New |