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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 35 | $21.9K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 36 | $22.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 36 | $22.5K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 36 | $22.5K | 0.01% | +5+16.1% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $25.0K | 0.00% | +40 | New |
| Colonial Trust Advisors | 41 | $25.6K | 0.00% | +35+583.3% | Added |
| Optimum Investment Advisors | 44 | $27.5K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 46 | $28.8K | 0.00% | +40+666.7% | Added |
| MCF Advisors LLC | 46 | $28.8K | 0.00% | +25+119.0% | Added |
| Institutional & Family Asset Management, LLC | 47 | $29.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 49 | $30.6K | 0.01% | +15+44.1% | Added |
| City State Bank | 50 | $31.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $31.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 52 | $32.5K | 0.02% | +15+40.5% | Added |
| Stephenson National Bank & Trust | 53 | $33.1K | 0.02% | −2−3.6% | Reduced |
| Hobbs Group Advisors, LLC | 53 | $33.1K | 0.01% | +53 | New |
| Albion Financial Group | 54 | $33.8K | 0.00% | −18−25.0% | Reduced |
| Bangor Savings Bank | 54 | $33.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $34.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 55 | $34.4K | 0.02% | +5+10.0% | Added |
| Baystate Wealth Management LLC | 56 | $35.5K | 0.00% | +14+33.3% | Added |
| Pacifica Partners Inc. | 65 | $37.2K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $37.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 60 | $38.0K | 0.02% | +60 | New |
| Sachetta, LLC | 62 | $38.8K | 0.02% | +62 | New |
| Webster Bank, N. A. | 65 | $40.6K | 0.00% | +65 | New |
| Tidemark, LLC | 65 | $40.6K | 0.03% | +65 | New |
| Barrett & Company, Inc. | 65 | $40.8K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 67 | $41.9K | 0.00% | +2+3.1% | Added |
| Spectrum Wealth Counsel, LLC | 68 | $42.5K | 0.01% | +68 | New |
| Eagle Bay Advisors LLC | 71 | $44.3K | 0.03% | −8−10.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 72 | $45.0K | 0.00% | +72 | New |
| Tradition Wealth Management, LLC | 74 | $46.0K | 0.00% | +8+12.1% | Added |
| First United Bank Trust | 74 | $46.3K | 0.02% | +74 | New |
| ORG Partners LLC | 74 | $46.3K | 0.01% | −5−6.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 77 | $48.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $50.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 80 | $50.0K | 0.01% | +80 | New |
| Paladin Advisory Group, LLC | 87 | $54.4K | 0.04% | −3−3.3% | Reduced |
| Activest Wealth Management | 87 | $54.5K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 89 | $55.6K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 99 | $56.0K | 0.00% | −7−6.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $56.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $56.5K | 0.04% | −1−1.1% | Reduced |
| Horizon Bancorp Inc | 98 | $61.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $61.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $62.5K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $62.5K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 102 | $63.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $66.9K | 0.06% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 107 | $66.9K | 0.06% | +107 | New |
| Deseret Mutual Benefit Administrators | 108 | $67.5K | 0.04% | −41−27.5% | Reduced |
| SJS Investment Consulting Inc. | 108 | $67.5K | 0.02% | +102+1,700.0% | Added |
| GW&K Investment Management, LLC | 109 | $68.0K | 0.00% | +5+4.8% | Added |
| Wunderlich Capital Managemnt | 109 | $68.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 110 | $68.6K | 0.01% | −15−12.0% | Reduced |
| Arlington Partners LLC | 110 | $68.8K | 0.02% | −94−46.1% | Reduced |
| Cornerstone Planning Group LLC | 112 | $70.0K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 114 | $71.3K | 0.03% | +114 | New |
| West Paces Advisors Inc. | 114 | $71.3K | 0.02% | +7+6.5% | Added |
| Center for Financial Planning, Inc. | 115 | $71.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 115 | $72.0K | 0.06% | +115 | New |
| Larson Financial Group LLC | 116 | $72.5K | 0.01% | +95+452.4% | Added |
| Core Alternative Capital | 121 | $75.7K | 0.01% | −26−17.7% | Reduced |
| Loomis Sayles & Co L P | 122 | $76.0K | 0.00% | −31−20.3% | Reduced |
| Princeton Global Asset Management LLC | 127 | $79.2K | 0.02% | +4+3.3% | Added |
| Raleigh Capital Management Inc. | 129 | $80.5K | 0.04% | +22+20.6% | Added |
| Global Financial Private Client, LLC | 129 | $80.6K | 0.04% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 130 | $81.3K | 0.06% | +130 | New |
| Private Wealth Management Group, LLC | 131 | $81.9K | 0.04% | +131 | New |
| SOA Wealth Advisors, LLC. | 134 | $83.8K | 0.02% | +50+59.5% | Added |
| McIlrath & Eck, LLC | 135 | $84.6K | 0.01% | +13+10.7% | Added |
| Johnson Financial Group, Inc. | 139 | $86.9K | 0.00% | −29−17.3% | Reduced |
| Highline Wealth Partners LLC | 139 | $86.9K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $88.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 143 | $89.6K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 144 | $90.0K | 0.02% | +125+657.9% | Added |
| NBC Securities, Inc. | 148 | $92.0K | 0.01% | −4−2.6% | Reduced |
| Wellington Shields & Co., LLC | 151 | $94.4K | 0.03% | +151 | New |
| Washington Trust Co | 154 | $96.3K | 0.00% | +20+14.9% | Added |
| Avalon Trust Co | 157 | $98.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 160 | $100.0K | 0.00% | +62+63.3% | Added |
| Fairman Group, LLC | 160 | $100.0K | 0.10% | +160 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $101.0K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 163 | $101.9K | 0.06% | +2+1.2% | Added |
| Spartan Planning & Wealth Management | 165 | $103.1K | 0.11% | −449−73.1% | Reduced |
| Atlas Capital Advisors LLC | 168 | $105.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 179 | $111.9K | 0.04% | −306−63.1% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $112.5K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 182 | $113.8K | 0.06% | +68+59.6% | Added |
| Versant Capital Management, Inc | 190 | $118.8K | 0.04% | −9−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 190 | $118.8K | 0.00% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 195 | $121.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 195 | $121.9K | 0.03% | +75+62.5% | Added |
| Birch Capital Management, LLC | 197 | $123.1K | 0.07% | 00.0% | Unchanged |
| St Germain D J Co Inc | 197 | $123.1K | 0.01% | +47+31.3% | Added |
| Capital Analysts, LLC | 198 | $124.0K | 0.01% | +169+582.8% | Added |
| Peoples Bank | 200 | $125.0K | 0.10% | 00.0% | Unchanged |
| United Community Bank | 200 | $125.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $128.1K | 0.10% | 00.0% | Unchanged |