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 |
|---|---|---|---|---|---|
| Central Trust Co | 8,686 | $5.43M | 0.14% | +21+0.2% | Added |
| Freemont Management S.A. | 8,700 | $5.44M | 0.68% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,720 | $5.45M | 0.07% | −1,072−10.9% | Reduced |
| Legal Advantage Investments, Inc. | 8,723 | $5.45M | 3.28% | −410−4.5% | Reduced |
| Everence Capital Management Inc | 8,830 | $5.52M | 0.39% | +2,700+44.0% | Added |
| Kestra Advisory Services, LLC | 8,844 | $5.53M | 0.05% | −144−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,872 | $5.55M | 0.14% | +32+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 8,873 | $5.55M | 0.12% | +1,517+20.6% | Added |
| Conning Inc. | 8,991 | $5.62M | 0.20% | −97−1.1% | Reduced |
| Campbell Capital Management Inc | 9,000 | $5.63M | 2.63% | +9,000 | New |
| Cullinan Associates Inc | 9,005 | $5.63M | 0.31% | −31−0.3% | Reduced |
| Boston Financial Mangement LLC | 9,005 | $5.63M | 0.19% | −8−0.1% | Reduced |
| Apollon Wealth Management, LLC | 9,191 | $5.74M | 0.20% | +3,639+65.5% | Added |
| Cubist Systematic Strategies, LLC | 9,198 | $5.75M | 0.07% | −3,588−28.1% | Reduced |
| Silvercrest Asset Management Group LLC | 9,301 | $5.81M | 0.04% | +2,451+35.8% | Added |
| Moore Capital Management, LP | 9,473 | $5.92M | 0.14% | +9,473 | New |
| Sendero Wealth Management, LLC | 9,537 | $5.96M | 1.12% | +127+1.3% | Added |
| EFG Asset Management (Americas) Corp. | 9,542 | $5.96M | 1.29% | +2,336+32.4% | Added |
| Ellsworth Advisors, LLC | 9,552 | $5.97M | 1.89% | +150+1.6% | Added |
| Douglass Winthrop Advisors, LLC | 9,586 | $5.99M | 0.13% | +5,183+117.7% | Added |
| TD Private Client Wealth LLC | 9,593 | $6.00M | 0.22% | −1,155−10.7% | Reduced |
| TD Waterhouse Canada Inc. | 10,146 | $6.00M | 0.06% | −3,570−26.0% | Reduced |
| Wolverine Trading, LLC | 9,652 | $6.03M | 0.05% | +5,879+155.8% | Added |
| Empirical Finance, LLC | 9,664 | $6.04M | 0.42% | +75+0.8% | Added |
| Bouvel Investment Partners, LLC | 9,716 | $6.07M | 2.84% | +256+2.7% | Added |
| Strategic Wealth Partners, Ltd. | 9,787 | $6.12M | 0.75% | +2,082+27.0% | Added |
| First Nebraska Trust Co | 9,808 | $6.13M | 0.71% | +455+4.9% | Added |
| Dynamic Advisor Solutions LLC | 10,446 | $6.15M | 0.23% | +54+0.5% | Added |
| Redmond Asset Management, LLC | 9,896 | $6.19M | 1.99% | −419−4.1% | Reduced |
| Massmutual Trust Co FSB | 9,898 | $6.19M | 0.21% | +919+10.2% | Added |
| Cape Cod Five Cents Savings Bank | 9,911 | $6.19M | 0.63% | −9,833−49.8% | Reduced |
| Bey-Douglas LLC | 9,924 | $6.20M | 6.36% | +9,924 | New |
| Toroso Investments, LLC | 9,954 | $6.22M | 0.15% | +1,080+12.2% | Added |
| M. Kulyk & Associates, LLC | 9,964 | $6.23M | 1.45% | +62+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,984 | $6.24M | 0.44% | −188−1.8% | Reduced |
| Center Lake Capital Management, LLC | 10,000 | $6.25M | 7.89% | +10,000 | New |
| Snowden Capital Advisors LLC | 10,001 | $6.25M | 0.24% | −123−1.2% | Reduced |
| Acadian Asset Management LLC | 10,061 | $6.29M | 0.02% | +140+1.4% | Added |
| American National Bank | 10,111 | $6.32M | 0.99% | −2,463−19.6% | Reduced |
| Greenleaf Trust | 10,112 | $6.32M | 0.07% | +210+2.1% | Added |
| Wetherby Asset Management Inc | 10,161 | $6.35M | 0.33% | −26−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.38M | 1.33% | +3,759+58.4% | Added |
| Coronation Fund Managers Ltd. | 10,202 | $6.38M | 0.18% | −2,388−19.0% | Reduced |
| Evergreen Private Wealth LLC | 10,261 | $6.41M | 3.46% | +10,261 | New |
| Penobscot Investment Management Company, Inc. | 10,288 | $6.43M | 0.75% | +666+6.9% | Added |
| Two Point Capital Management, Inc. | 10,452 | $6.53M | 2.98% | −343−3.2% | Reduced |
| Verition Fund Management LLC | 10,459 | $6.54M | 0.07% | +321+3.2% | Added |
| Kinneret Advisory, LLC | 10,502 | $6.56M | 0.73% | −66−0.6% | Reduced |
| Duncker Streett & Co Inc | 10,523 | $6.58M | 1.39% | +423+4.2% | Added |
| Flputnam Investment Management Co | 10,554 | $6.60M | 0.16% | +24+0.2% | Added |
| Carderock Capital Management Inc | 10,589 | $6.62M | 1.83% | +359+3.5% | Added |
| Raymond James Trust N.A. | 10,632 | $6.65M | 0.18% | +15+0.1% | Added |
| NewEdge Wealth, LLC | 10,727 | $6.70M | 0.17% | −1,055−9.0% | Reduced |
| Trust Co of Virginia | 10,809 | $6.76M | 0.68% | −74−0.7% | Reduced |
| HM Payson & Co | 10,850 | $6.78M | 0.14% | −418−3.7% | Reduced |
| TownSquare Capital, LLC | 10,895 | $6.81M | 0.12% | −492−4.3% | Reduced |
| Donaldson Capital Management, LLC | 10,944 | $6.84M | 0.31% | −3,607−24.8% | Reduced |
| E. Ohman J:or Asset Management AB | 10,984 | $6.87M | 0.25% | −2,000−15.4% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 11,000 | $6.88M | 3.88% | −8,500−43.6% | Reduced |
| Scotia Capital Inc. | 11,090 | $6.93M | 0.04% | +6,555+144.5% | Added |
| Oppenheimer & Co Inc | 11,187 | $6.99M | 0.13% | +136+1.2% | Added |
| Laird Norton Trust Company, LLC | 11,200 | $7.00M | 0.83% | +11,200 | New |
| Ameritas Investment Partners, Inc. | 11,258 | $7.04M | 0.26% | +272+2.5% | Added |
| Metropolitan Life Insurance Co | 11,408 | $7.13M | 0.34% | −180−1.6% | Reduced |
| Stonebridge Capital Management Inc | 11,410 | $7.13M | 3.48% | −50−0.4% | Reduced |
| Advisory Services Network, LLC | 11,411 | $7.13M | 0.17% | −94−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 11,489 | $7.18M | 0.21% | +1,155+11.2% | Added |
| Jessup Wealth Management, Inc | 11,519 | $7.20M | 3.60% | +986+9.4% | Added |
| Prime Capital Investment Advisors, LLC | 11,545 | $7.22M | 0.11% | +6,478+127.8% | Added |
| Leonteq Securities AG | 11,575 | $7.23M | 0.93% | +9,891+587.4% | Added |
| Guinness Atkinson Asset Management Inc | 11,592 | $7.25M | 3.71% | −252−2.1% | Reduced |
| First Hawaiian Bank | 11,824 | $7.39M | 0.23% | −773−6.1% | Reduced |
| Buck Wealth Strategies, LLC | 11,892 | $7.43M | 2.75% | +2,532+27.1% | Added |
| Jacobs & Co | 11,902 | $7.44M | 0.84% | −180−1.5% | Reduced |
| Cetera Investment Advisers | 11,954 | $7.47M | 0.06% | +272+2.3% | Added |
| L1 Capital International Pty Ltd | 12,009 | $7.51M | 3.94% | +12,009 | New |
| McKinley Capital Management LLC /Delaware | 12,191 | $7.62M | 0.98% | −144−1.2% | Reduced |
| Carmignac Gestion | 12,212 | $7.64M | 0.13% | −1,979−13.9% | Reduced |
| Madison Asset Management, LLC | 12,234 | $7.65M | 0.10% | −182−1.5% | Reduced |
| Marietta Wealth Management, LLC | 12,242 | $7.65M | 1.36% | −304−2.4% | Reduced |
| Lindbrook Capital, LLC | 12,368 | $7.73M | 0.77% | +141+1.2% | Added |
| Norinchukin Bank, The | 12,454 | $7.78M | 0.18% | −1,985−13.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,474 | $7.80M | 1.47% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 12,577 | $7.86M | 1.57% | +12,577 | New |
| Fulcrum Capital LLC | 12,667 | $7.92M | 2.05% | −1,106−8.0% | Reduced |
| First Western Trust Bank | 12,713 | $7.95M | 0.40% | −617−4.6% | Reduced |
| Eagle Capital Management, LLC | 12,762 | $7.98M | 3.89% | −391−3.0% | Reduced |
| SeaTown Holdings Pte. Ltd. | 13,050 | $8.16M | 1.12% | +13,050 | New |
| Mirabaud Asset Management Ltd | 13,077 | $8.17M | 3.50% | +13,077 | New |
| Kingfisher Capital LLC | 13,085 | $8.18M | 2.13% | −368−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 13,178 | $8.24M | 0.67% | +363+2.8% | Added |
| Oak Ridge Investments LLC | 13,336 | $8.34M | 0.96% | +69+0.5% | Added |
| CWA Asset Management Group, LLC | 13,374 | $8.36M | 0.57% | +298+2.3% | Added |
| ClariVest Asset Management LLC | 13,436 | $8.40M | 0.47% | −2,630−16.4% | Reduced |
| NEOS Investment Management LLC | 13,610 | $8.51M | 0.81% | +594+4.6% | Added |
| Fukoku Mutual Life Insurance Co | 13,750 | $8.59M | 0.71% | −68−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,860 | $8.66M | 0.18% | −1,849−11.8% | Reduced |
| Sawgrass Asset Management LLC | 13,958 | $8.72M | 0.98% | −457−3.2% | Reduced |
| Compagnie Lombard Odier SCmA | 13,970 | $8.73M | 0.16% | +5,170+58.8% | Added |
| Unio Capital LLC | 13,975 | $8.73M | 4.47% | −219−1.5% | Reduced |