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
- 1,917
- +199 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
- 298
- 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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 23,073 | $14.4M | 0.96% | +350+1.5% | Added |
| HFR Wealth Management, LLC | 23,388 | $14.6M | 3.96% | −84−0.4% | Reduced |
| Parallel Advisors, LLC | 23,407 | $14.6M | 0.43% | −470−2.0% | Reduced |
| Twin Tree Management, LP | 23,452 | $14.7M | 0.26% | +18,135+341.1% | Added |
| Varma Mutual Pension Insurance Co | 23,575 | $14.7M | 0.17% | +4,129+21.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,002 | $15.0M | 0.04% | +802+3.5% | Added |
| Zevenbergen Capital Investments LLC | 24,046 | $15.0M | 0.35% | −240−1.0% | Reduced |
| Jupiter Asset Management Ltd | 24,412 | $15.3M | 0.15% | +1,981+8.8% | Added |
| Elo Mutual Pension Insurance Co | 24,469 | $15.3M | 0.41% | +1,029+4.4% | Added |
| Makena Capital Management LLC | 24,711 | $15.4M | 3.50% | −5,032−16.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,756 | $15.5M | 0.06% | +678+2.8% | Added |
| Cetera Advisor Networks LLC | 24,847 | $15.5M | 0.09% | +858+3.6% | Added |
| Mercer Global Advisors Inc | 24,909 | $15.6M | 0.05% | +942+3.9% | Added |
| SG Americas Securities, LLC | 24,942 | $15.6M | 0.17% | +9,587+62.4% | Added |
| Quest Investment Management LLC | 24,959 | $15.6M | 1.96% | −21−0.1% | Reduced |
| Barlow Wealth Partners, Inc. | 25,045 | $15.7M | 2.23% | +25,045 | New |
| Manchester Global Management (UK) Ltd | 25,600 | $16.0M | 5.20% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 25,681 | $16.1M | 0.51% | +1,330+5.5% | Added |
| Northstar Asset Management Inc | 25,751 | $16.1M | 4.65% | −260−1.0% | Reduced |
| Middleton & Co Inc | 25,886 | $16.2M | 2.02% | +237+0.9% | Added |
| Gabelli Funds LLC | 25,903 | $16.2M | 0.12% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 26,137 | $16.3M | 0.07% | +17,925+218.3% | Added |
| Atria Investments LLC | 26,138 | $16.3M | 0.25% | +466+1.8% | Added |
| Commerce Bank | 26,511 | $16.6M | 0.12% | +306+1.2% | Added |
| Alley Investment Management Company, LLC | 26,582 | $16.6M | 2.43% | +2,405+9.9% | Added |
| Copeland Capital Management, LLC | 26,626 | $16.6M | 0.33% | −590−2.2% | Reduced |
| Oribel Capital Management, LP | 26,800 | $16.8M | 1.84% | +26,800 | New |
| Profund Advisors LLC | 27,165 | $17.0M | 0.73% | +4,771+21.3% | Added |
| Cary Street Partner Investment Advisory LLC | 27,239 | $17.0M | 0.81% | +145+0.5% | Added |
| Appleton Partners Inc | 27,309 | $17.1M | 1.38% | −2,424−8.2% | Reduced |
| Congress Wealth Management LLC | 27,384 | $17.1M | 0.31% | +617+2.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 27,539 | $17.2M | 1.56% | −696−2.5% | Reduced |
| Van Eck Associates Corp | 27,644 | $17.3M | 0.03% | −2,345−7.8% | Reduced |
| iA Global Asset Management Inc. | 27,953 | $17.5M | 0.40% | +4,180+17.6% | Added |
| Allen Investment Management LLC | 28,104 | $17.6M | 0.23% | −2,820−9.1% | Reduced |
| Aquatic Capital Management LLC | 28,200 | $17.6M | 0.45% | −41,280−59.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 28,414 | $17.8M | 0.34% | −46,000−61.8% | Reduced |
| Segment Wealth Management, LLC | 29,125 | $18.2M | 1.61% | +1,053+3.8% | Added |
| Millennium Management LLC | 29,205 | $18.3M | 0.02% | +8,603+41.8% | Added |
| Janney Montgomery Scott LLC | 29,447 | $18.4M | 0.06% | +733+2.6% | Added |
| Abner Herrman & Brock LLC | 29,616 | $18.5M | 2.60% | −652−2.2% | Reduced |
| Lyell Wealth Management, LP | 29,661 | $18.5M | 2.11% | −1,229−4.0% | Reduced |
| Forte Capital LLC | 30,073 | $18.8M | 2.57% | −1,513−4.8% | Reduced |
| M&G Investment Management Ltd | 30,166 | $18.9M | 0.11% | +285+1.0% | Added |
| Wilson Asset Management (International) Pty Ltd | 30,276 | $18.9M | 5.28% | −18,018−37.3% | Reduced |
| Putnam Investments LLC | 30,555 | $19.1M | 0.03% | −409,241−93.1% | Reduced |
| Gulf International Bank (UK) Ltd | 31,106 | $19.4M | 0.55% | −2,254−6.8% | Reduced |
| Northwest & Ethical Investments L.P. | 31,483 | $19.7M | 0.60% | +5,643+21.8% | Added |
| Westpac Banking Corp | 31,776 | $19.9M | 1.64% | +3,121+10.9% | Added |
| Advent International Corp | 31,843 | $19.9M | 0.27% | −14,000−30.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,937 | $20.0M | 0.03% | +2,257+7.6% | Added |
| Montag & Caldwell, LLC | 32,461 | $20.3M | 3.54% | −17,812−35.4% | Reduced |
| Tiaa Trust, National Association | 32,485 | $20.3M | 0.07% | −252−0.8% | Reduced |
| Natixis | 33,007 | $20.6M | 0.16% | +6,219+23.2% | Added |
| Talbot Financial, LLC | 33,288 | $20.8M | 3.13% | +1,212+3.8% | Added |
| Ziegler Capital Management, LLC | 33,965 | $21.2M | 0.96% | −438−1.3% | Reduced |
| Cim, LLC | 32,570 | $21.4M | 3.34% | −423−1.3% | Reduced |
| Squarepoint Ops LLC | 34,372 | $21.5M | 0.09% | −286,728−89.3% | Reduced |
| Steel Peak Wealth Management LLC | 34,391 | $21.5M | 1.26% | +12,689+58.5% | Added |
| Raub Brock Capital Management LP | 34,718 | $21.7M | 4.55% | −9,000−20.6% | Reduced |
| Sit Investment Associates Inc | 35,065 | $21.9M | 0.54% | −3,773−9.7% | Reduced |
| Laurus Investment Counsel Inc. | 26,655 | $22.1M | 8.00% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 35,915 | $22.4M | 0.95% | +103+0.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 36,010 | $22.5M | 0.83% | +36,010 | New |
| Man Group plc | 36,276 | $22.7M | 0.07% | – | – |
| Overbrook Management Corp | 36,300 | $22.7M | 4.58% | +9,857+37.3% | Added |
| Sapient Capital LLC | 36,426 | $22.8M | 0.59% | +36,426 | New |
| Rockland Trust Co | 36,450 | $22.8M | 1.25% | +494+1.4% | Added |
| Main Street Research LLC | 36,467 | $22.8M | 1.83% | +36,467 | New |
| AQR Capital Management LLC | 36,555 | $22.8M | 0.04% | +15,111+70.5% | Added |
| Whittier Trust Co | 36,934 | $23.1M | 0.37% | +276+0.8% | Added |
| Jasper Ridge Partners, L.P. | 37,110 | $23.2M | 0.93% | +62+0.2% | Added |
| Mutual of America Capital Management LLC | 37,502 | $23.4M | 0.27% | −1,690−4.3% | Reduced |
| Pacer Advisors, Inc. | 37,603 | $23.5M | 0.07% | −10,577−22.0% | Reduced |
| Davidson Investment Advisors | 37,672 | $23.5M | 1.35% | +693+1.9% | Added |
| Select Equity Group, L.P. | 37,846 | $23.7M | 0.09% | −103,924−73.3% | Reduced |
| Achmea Investment Management B.V. | 38,084 | $23.8M | 0.49% | +7,976+26.5% | Added |
| Teachers Retirement System of the State of Kentucky | 38,274 | $23.9M | 0.22% | +12,945+51.1% | Added |
| De Burlo Group Inc | 47,330 | $24.2M | 4.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 38,714 | $24.2M | 0.28% | +600+1.6% | Added |
| Hillman Co | 38,994 | $24.4M | 11.46% | −574−1.5% | Reduced |
| Louisiana State Employees Retirement System | 39,100 | $24.4M | 0.51% | −400−1.0% | Reduced |
| McDaniel Terry & Co | 39,115 | $24.4M | 2.34% | +61+0.2% | Added |
| Wealthfront Advisers LLC | 39,154 | $24.5M | 0.09% | −1,137−2.8% | Reduced |
| Qube Research & Technologies Ltd | 39,216 | $24.5M | 0.06% | −98,050−71.4% | Reduced |
| Moran Wealth Management, LLC | 39,255 | $24.5M | 0.87% | −131−0.3% | Reduced |
| Polar Capital Holdings Plc | 39,540 | $24.7M | 0.17% | −17,459−30.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 40,000 | $25.0M | 0.34% | −10,000−20.0% | Reduced |
| RMB Capital Management, LLC | 40,144 | $25.1M | 0.77% | −1,405−3.4% | Reduced |
| MML Investors Services, LLC | 40,293 | $25.2M | 0.12% | +8,574+27.0% | Added |
| Brinker Capital Investments, LLC | 42,160 | $25.2M | 0.29% | −3,178−7.0% | Reduced |
| Orion Portfolio Solutions, LLC | 42,160 | $25.2M | 0.29% | −3,178−7.0% | Reduced |
| Wendell David Associates Inc | 40,542 | $25.3M | 2.73% | +1,303+3.3% | Added |
| State of Alaska, Department of Revenue | 40,659 | $25.4M | 0.30% | −1,845−4.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,838 | $25.5M | 0.30% | −1,315−3.1% | Reduced |
| Troy Asset Management Ltd | 40,934 | $25.6M | 0.81% | −6,645−14.0% | Reduced |
| La Banque Postale Asset Management SA | 41,204 | $25.8M | 0.57% | −10,905−20.9% | Reduced |
| Chilton Capital Management LLC | 41,485 | $25.9M | 1.32% | −538−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 41,802 | $26.1M | 1.19% | −110−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 41,910 | $26.2M | 0.12% | −1,140−2.6% | Reduced |