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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 14,174 | $8.86M | 0.35% | −2,579−15.4% | Reduced |
| Thrivent Financial for Lutherans | 14,194 | $8.87M | 0.02% | +149+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,272 | $8.92M | 1.05% | −854−5.6% | Reduced |
| Avantax Advisory Services, Inc. | 14,298 | $8.94M | 0.09% | −600−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,323 | $8.95M | 0.29% | +143+1.0% | Added |
| Marsico Capital Management LLC | 14,365 | $8.98M | 0.35% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 14,372 | $8.98M | 0.21% | +590+4.3% | Added |
| Picton Mahoney Asset Management | 14,404 | $9.00M | 0.42% | +1,117+8.4% | Added |
| CWM, LLC | 14,536 | $9.09M | 0.05% | +2,967+25.6% | Added |
| Chartwell Investment Partners, LLC | 14,557 | $9.10M | 0.32% | −118−0.8% | Reduced |
| New Mexico Educational Retirement Board | 14,578 | $9.11M | 0.35% | 00.0% | Unchanged |
| American Money Management, LLC | 14,686 | $9.18M | 2.07% | −82−0.6% | Reduced |
| Quantinno Capital Management LP | 14,714 | $9.20M | 0.32% | +721+5.2% | Added |
| Pitcairn Co | 14,768 | $9.23M | 0.68% | −266−1.8% | Reduced |
| LMCG Investments, LLC | 14,772 | $9.23M | 0.57% | +865+6.2% | Added |
| Broadleaf Partners, LLC | 14,924 | $9.33M | 2.73% | −49−0.3% | Reduced |
| SYSTM Wealth Solutions LLC | 14,996 | $9.37M | 1.30% | +214+1.4% | Added |
| Bright Rock Capital Management, LLC | 15,000 | $9.38M | 2.12% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 15,000 | $9.38M | 0.17% | −10,000−40.0% | Reduced |
| LGT Group Foundation | 14,981 | $9.41M | 0.21% | −2,389−13.8% | Reduced |
| Whitford Management LLC | 15,270 | $9.54M | 3.75% | +15,270 | New |
| Elk River Wealth Management, LLC | 15,309 | $9.57M | 1.84% | +47+0.3% | Added |
| L & S Advisors Inc | 15,339 | $9.59M | 1.17% | −447−2.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,368 | $9.61M | 0.22% | +30.0% | Added |
| Cornerstone Advisors, LLC | 15,400 | $9.63M | 0.42% | −800−4.9% | Reduced |
| Thematics Asset Management | 15,581 | $9.74M | 0.43% | −3,363−17.8% | Reduced |
| Tocqueville Asset Management L.P. | 15,683 | $9.80M | 0.18% | −25−0.2% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,685 | $9.80M | 2.65% | +15,685 | New |
| Sequoia Financial Advisors, LLC | 15,723 | $9.83M | 0.12% | +11,780+298.8% | Added |
| Stephens Inc | 15,825 | $9.89M | 0.17% | −683−4.1% | Reduced |
| Prudential PLC | 15,871 | $9.92M | 0.11% | +746+4.9% | Added |
| Citizens Financial Group Inc | 15,934 | $9.96M | 0.34% | −74−0.5% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $10.0M | 1.42% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 15,997 | $10.0M | 2.42% | −938−5.5% | Reduced |
| Meeder Asset Management Inc | 16,012 | $10.0M | 0.78% | +15,447+2,734.0% | Added |
| Addenda Capital Inc. | 16,144 | $10.1M | 0.39% | −143−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,153 | $10.1M | 0.04% | −11,793−42.2% | Reduced |
| Lido Advisors, LLC | 16,273 | $10.2M | 0.10% | +941+6.1% | Added |
| QRG Capital Management, Inc. | 16,419 | $10.3M | 0.15% | +3,226+24.5% | Added |
| Illinois Municipal Retirement Fund | 16,493 | $10.3M | 0.17% | −9,474−36.5% | Reduced |
| Sycomore Asset Management | 16,456 | $10.4M | 2.22% | −3,732−18.5% | Reduced |
| Azimuth Capital Investment Management LLC | 16,765 | $10.5M | 0.47% | −415−2.4% | Reduced |
| Evexia Wealth LLC | 16,682 | $10.7M | 4.51% | +251+1.5% | Added |
| Boston Private Wealth LLC | 17,075 | $10.7M | 0.26% | −4,404−20.5% | Reduced |
| Motco | 17,125 | $10.7M | 0.69% | −525−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,212 | $10.8M | 0.01% | +1,024+6.3% | Added |
| Bessemer Group Inc | 17,226 | $10.8M | 0.02% | −610−3.4% | Reduced |
| GWM Advisors LLC | 17,116 | $10.8M | 0.10% | +2,542+17.4% | Added |
| Advisors Asset Management, Inc. | 17,305 | $10.8M | 0.22% | +4,126+31.3% | Added |
| Huntington National Bank | 17,320 | $10.8M | 0.10% | +224+1.3% | Added |
| GHP Investment Advisors, Inc. | 17,414 | $10.9M | 0.59% | −679−3.8% | Reduced |
| Bamco Inc | 17,491 | $10.9M | 0.03% | +5,088+41.0% | Added |
| XXEC, Inc. | 17,730 | $11.1M | 8.72% | −906−4.9% | Reduced |
| Securian Asset Management, Inc | 17,752 | $11.1M | 0.31% | −2,341−11.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,798 | $11.1M | 0.81% | +727+4.3% | Added |
| Cullen/Frost Bankers, Inc. | 17,916 | $11.2M | 0.18% | −302−1.7% | Reduced |
| Peapack Gladstone Financial Corp | 17,921 | $11.2M | 0.19% | +229+1.3% | Added |
| Power Corp of Canada | 17,926 | $11.2M | 1.16% | +1,035+6.1% | Added |
| Ithaka Group LLC | 17,980 | $11.2M | 2.22% | −156−0.9% | Reduced |
| Headinvest, LLC | 18,019 | $11.3M | 2.34% | −290−1.6% | Reduced |
| Financial Counselors Inc | 18,024 | $11.3M | 0.20% | +357+2.0% | Added |
| Bailard, Inc. | 18,155 | $11.3M | 0.34% | −932−4.9% | Reduced |
| Ieq Capital, LLC | 18,244 | $11.4M | 0.19% | +843+4.8% | Added |
| Central Bank & Trust Co | 18,329 | $11.5M | 1.78% | −653−3.4% | Reduced |
| Bokf, NA | 18,368 | $11.5M | 0.22% | +320+1.8% | Added |
| Assenagon Asset Management S.A. | 18,429 | $11.5M | 0.04% | +6,525+54.8% | Added |
| Sara-Bay Financial | 18,710 | $11.7M | 5.70% | −111−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 18,803 | $11.8M | 0.24% | −97−0.5% | Reduced |
| Amica Mutual Insurance Co | 18,803 | $11.8M | 1.27% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 18,830 | $11.8M | 0.42% | +17,997+2,160.5% | Added |
| Hartford Investment Management Co | 18,886 | $11.8M | 0.44% | −1,210−6.0% | Reduced |
| Glenmede Trust Co NA | 19,015 | $11.9M | 0.06% | +618+3.4% | Added |
| Banque Cantonale Vaudoise | 19,145 | $12.0M | 0.52% | +5,861+44.1% | Added |
| Advisory Research Inc | 19,196 | $12.0M | 1.85% | +662+3.6% | Added |
| Anderson Hoagland & Co | 20,051 | $12.1M | 1.49% | −529−2.6% | Reduced |
| Montag A & Associates Inc | 19,471 | $12.2M | 0.68% | +788+4.2% | Added |
| Hantz Financial Services, Inc. | 19,477 | $12.2M | 0.27% | −475−2.4% | Reduced |
| Patten & Patten Inc | 19,652 | $12.3M | 1.01% | −2,238−10.2% | Reduced |
| JustInvest LLC | 19,796 | $12.4M | 0.32% | +156+0.8% | Added |
| Calamos Wealth Management LLC | 19,800 | $12.4M | 0.78% | −256−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 19,850 | $12.4M | 0.04% | −30,029−60.2% | Reduced |
| Arcadia Investment Management Corp | 19,959 | $12.5M | 2.38% | −157−0.8% | Reduced |
| Gradient Investments LLC | 20,225 | $12.6M | 0.31% | +20,217+252,712.5% | Added |
| First Long Island Investors, LLC | 20,400 | $12.8M | 1.13% | 00.0% | Unchanged |
| Carlson Capital L P | 20,509 | $12.8M | 1.03% | +13,600+196.8% | Added |
| Cohen Klingenstein LLC | 20,600 | $12.9M | 0.53% | 00.0% | Unchanged |
| Gillson Capital LP | 20,755 | $13.0M | 1.37% | +11,274+118.9% | Added |
| O'Shaughnessy Asset Management, LLC | 20,926 | $13.1M | 0.17% | +2,403+13.0% | Added |
| 2Xideas AG | 21,189 | $13.2M | 1.42% | −2,752−11.5% | Reduced |
| Maryland State Retirement & Pension System | 21,268 | $13.3M | 0.27% | +226+1.1% | Added |
| Ethic Inc. | 21,271 | $13.3M | 0.39% | +1,413+7.1% | Added |
| Shell Asset Management Co | 21,348 | $13.3M | 0.62% | −5,589−20.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 21,423 | $13.4M | 0.35% | −101−0.5% | Reduced |
| Liberty Capital Management, Inc. | 21,573 | $13.5M | 3.54% | −957−4.2% | Reduced |
| YHB Investment Advisors, Inc. | 21,690 | $13.6M | 1.31% | −4,051−15.7% | Reduced |
| Oregon Public Employees Retirement Fund | 21,879 | $13.7M | 0.24% | +205+0.9% | Added |
| Aptus Capital Advisors, LLC | 22,275 | $13.9M | 0.41% | −114−0.5% | Reduced |
| Kentucky Retirement Systems | 22,424 | $14.0M | 0.44% | −360−1.6% | Reduced |
| Credit Agricole S A | 22,683 | $14.2M | 0.29% | +4,973+28.1% | Added |
| Gratus Capital LLC | 22,819 | $14.3M | 0.81% | −159−0.7% | Reduced |