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 |
|---|---|---|---|---|---|
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $26.8M | 0.30% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 43,035 | $26.9M | 0.07% | +1,673+4.0% | Added |
| Cresset Asset Management, LLC | 43,200 | $27.0M | 0.16% | −867−2.0% | Reduced |
| Prio Wealth Limited Partnership | 43,407 | $27.1M | 0.93% | +79+0.2% | Added |
| New York Life Investment Management LLC | 43,948 | $27.5M | 0.28% | +405+0.9% | Added |
| Assetmark, Inc | 44,261 | $27.7M | 0.10% | +5,228+13.4% | Added |
| Candriam Luxembourg S.C.A. | 44,482 | $27.8M | 0.19% | +12,126+37.5% | Added |
| Pathstone Holdings, LLC | 43,417 | $28.0M | 0.15% | +43,417 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,787 | $28.0M | 0.37% | −271−0.6% | Reduced |
| Cookson Peirce & Co Inc | 45,116 | $28.2M | 1.70% | +5,831+14.8% | Added |
| UniSuper Management Pty Ltd | 45,895 | $28.7M | 0.32% | +416+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 46,000 | $28.8M | 1.12% | −589−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,127 | $28.8M | 0.58% | +42,158+1,062.2% | Added |
| 1832 Asset Management L.P. | 46,296 | $28.9M | 0.05% | −10,022−17.8% | Reduced |
| Manning & Napier Group, LLC | 46,934 | $29.3M | 0.35% | −1,241−2.6% | Reduced |
| Shelton Capital Management | 46,977 | $29.4M | 0.94% | +6,385+15.7% | Added |
| Mariner, LLC | 46,987 | $29.4M | 0.07% | +2,056+4.6% | Added |
| Creative Planning | 47,045 | $29.4M | 0.05% | +1,455+3.2% | Added |
| Utah Retirement Systems | 47,433 | $29.6M | 0.38% | +346+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,440 | $29.7M | 0.37% | +300+0.6% | Added |
| Adams Diversified Equity Fund, Inc. | 47,600 | $29.8M | 1.17% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 48,486 | $30.3M | 0.19% | +3,681+8.2% | Added |
| Czech National Bank | 49,093 | $30.7M | 0.44% | +139+0.3% | Added |
| Bath Savings Trust Co | 49,155 | $30.7M | 3.44% | +1,689+3.6% | Added |
| Earnest Partners LLC | 49,919 | $31.2M | 0.16% | −181−0.4% | Reduced |
| Tran Capital Management, L.P. | 50,315 | $31.4M | 3.66% | −4,181−7.7% | Reduced |
| Fifth Third Bancorp | 50,401 | $31.5M | 0.13% | +1,117+2.3% | Added |
| Tower Research Capital LLC (TRC) | 50,642 | $31.7M | 0.39% | +23,217+84.7% | Added |
| Battery Global Advisors, LLC | 50,850 | $31.8M | 24.35% | +50,850 | New |
| North Star Asset Management Inc | 51,229 | $32.0M | 1.64% | −653−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 51,447 | $32.2M | 0.45% | −877−1.7% | Reduced |
| American Century Companies Inc | 52,119 | $32.6M | 0.02% | −10,514−16.8% | Reduced |
| D. E. Shaw & Co., Inc. | 52,302 | $32.7M | 0.05% | +34,102+187.4% | Added |
| USS Investment Management Ltd | 52,377 | $32.7M | 0.29% | −3,590−6.4% | Reduced |
| Nichols & Pratt Advisers LLP | 52,890 | $33.1M | 2.35% | −318−0.6% | Reduced |
| AE Wealth Management LLC | 51,578 | $33.1M | 0.17% | −2,714−5.0% | Reduced |
| Vontobel Holding Ltd. | 53,585 | $33.5M | 0.28% | −5,012−8.6% | Reduced |
| Zacks Investment Management | 53,817 | $33.6M | 0.41% | −611−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 54,094 | $33.8M | 0.60% | +54,094 | New |
| Gateway Investment Advisers LLC | 54,548 | $34.1M | 0.40% | +5,676+11.6% | Added |
| Guinness Asset Management LTD | 55,000 | $34.4M | 0.75% | +414+0.8% | Added |
| Captrust Financial Advisors | 55,032 | $34.4M | 0.12% | −341−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 55,700 | $34.8M | 0.29% | −18,264−24.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 56,051 | $35.0M | 2.18% | −868−1.5% | Reduced |
| APG Asset Management US Inc. | 56,158 | $35.1M | 0.22% | +56,158 | New |
| Taurus Asset Management, LLC | 56,574 | $35.4M | 3.82% | −715−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 56,863 | $35.5M | 0.74% | +2,037+3.7% | Added |
| Lord, Abbett & Co. LLC | 57,117 | $35.7M | 0.13% | −383−0.7% | Reduced |
| Boston Common Asset Management, LLC | 57,645 | $36.0M | 0.82% | −2,825−4.7% | Reduced |
| Texas Permanent School Fund | 57,869 | $36.2M | 0.31% | −20.0% | Reduced |
| Swiss Life Asset Management Ltd | 57,898 | $36.2M | 0.44% | +7,081+13.9% | Added |
| IFM Investors Pty Ltd | 58,178 | $36.4M | 0.44% | −684−1.2% | Reduced |
| Tredje AP-fonden | 59,687 | $37.3M | 0.47% | +14,590+32.4% | Added |
| Lannebo Fonder AB | 60,000 | $37.8M | 4.99% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 60,943 | $38.1M | 7.68% | +7,422+13.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,373 | $38.4M | 0.28% | +5,062+9.0% | Added |
| Retirement Systems of Alabama | 61,766 | $38.6M | 0.16% | −1,558−2.5% | Reduced |
| EULAV Asset Management | 61,813 | $38.6M | 1.19% | −797−1.3% | Reduced |
| M&T Bank Corp | 61,816 | $38.6M | 0.14% | −1,465−2.3% | Reduced |
| Xponance, Inc. | 61,978 | $38.7M | 0.46% | −148−0.2% | Reduced |
| Ycg, LLC | 62,827 | $39.3M | 3.25% | −208−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 63,162 | $39.5M | 0.07% | +4,557+7.8% | Added |
| Jane Street Group, LLC | 63,324 | $39.6M | 0.05% | −66,639−51.3% | Reduced |
| HighTower Advisors, LLC | 63,665 | $39.9M | 0.07% | +815+1.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 64,900 | $40.6M | 0.24% | −957−1.5% | Reduced |
| Baxter Bros Inc | 65,039 | $40.7M | 5.63% | −610−0.9% | Reduced |
| AMF Pensionsforsakring AB | 65,752 | $41.1M | 0.35% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 66,277 | $41.4M | 5.06% | −405−0.6% | Reduced |
| Wilkinson Global Asset Management LLC | 69,232 | $43.3M | 2.99% | −1,528−2.2% | Reduced |
| Amalgamated Bank | 69,895 | $43.7M | 0.35% | −3,612−4.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 70,020 | $43.8M | 1.66% | +215+0.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 66,078 | $43.8M | 0.60% | +66,078 | New |
| King Luther Capital Management Corp | 71,755 | $44.8M | 0.22% | +12,563+21.2% | Added |
| Mogy Joel R Investment Counsel Inc | 71,864 | $44.9M | 3.39% | −1,806−2.5% | Reduced |
| Geneva Capital Management LLC | 72,405 | $45.3M | 0.85% | −2,613−3.5% | Reduced |
| Citadel Advisors LLC | 72,712 | $45.4M | 0.05% | −209,961−74.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 72,970 | $45.6M | 2.54% | +8,990+14.1% | Added |
| Haverford Trust Co | 73,321 | $45.8M | 0.51% | +2,269+3.2% | Added |
| Suncoast Equity Management | 73,707 | $46.1M | 6.08% | +528+0.7% | Added |
| Teacher Retirement System of Texas | 74,728 | $46.7M | 0.32% | −1,938−2.5% | Reduced |
| Forsta Ap-Fonden | 75,000 | $46.9M | 0.47% | −2,300−3.0% | Reduced |
| Dearborn Partners LLC | 75,438 | $47.2M | 1.72% | −1,539−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 75,404 | $47.2M | 0.08% | −36,155−32.4% | Reduced |
| Alta Capital Management LLC | 75,624 | $47.3M | 3.05% | −1,933−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,738 | $48.0M | 0.08% | −5,003−6.1% | Reduced |
| Bowie Capital Management, LLC | 77,467 | $48.4M | 5.47% | +6,829+9.7% | Added |
| CIBC Asset Management Inc | 77,995 | $48.7M | 0.18% | +75+0.1% | Added |
| Artemis Investment Management LLP | 78,210 | $48.9M | 0.72% | −62,620−44.5% | Reduced |
| Regions Financial Corp | 78,620 | $49.1M | 0.40% | −1,214−1.5% | Reduced |
| Arizona State Retirement System | 78,849 | $49.3M | 0.37% | −423−0.5% | Reduced |
| MetLife Investment Management | 79,159 | $49.5M | 0.36% | −1,363−1.7% | Reduced |
| Nissay Asset Management Corp | 81,905 | $51.2M | 0.41% | +7,334+9.8% | Added |
| Martingale Asset Management L P | 82,427 | $51.5M | 1.05% | −7,661−8.5% | Reduced |
| Guggenheim Capital LLC | 83,812 | $52.4M | 0.40% | +8,475+11.2% | Added |
| Colony Group, LLC | 84,178 | $52.6M | 0.69% | +84,178 | New |
| Erste Asset Management GmbH | 84,815 | $53.3M | 0.78% | +3,197+3.9% | Added |
| Birch Hill Investment Advisors LLC | 85,470 | $53.4M | 2.84% | +1,704+2.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 87,314 | $54.6M | 0.70% | −6,700−7.1% | Reduced |
| Connectus Wealth, LLC | 87,116 | $54.7M | 1.12% | −2,976−3.3% | Reduced |
| Degroof Petercam Asset Management | 88,906 | $55.6M | 0.73% | +88,906 | New |