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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.

Institutional holdersQ4 2023: 1,918 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2023: $146.7B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2023.

Institutions holding INTU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hexagon Capital Partners LLC213$133.1K0.03%+2+0.9%Added
First Manhattan Co219$136.9K0.00%+104+90.4%Added
Main Street Group, LTD225$140.7K0.05%+225New
C M Bidwell & Associates Ltd226$141.3K0.10%+4+1.8%Added
Kapitalo Investimentos Ltda226$141.3K0.03%+226New
Delta Asset Management LLC230$143.8K0.01%+2+0.9%Added
Pension & Wealth Management Advisors, Inc.233$145.6K0.09%+233New
Proequities, Inc.235$146.9K0.01%+24+11.4%Added
DT Investment Partners, LLC246$159.3K0.02%00.0%Unchanged
Valley National Advisers Inc259$161.0K0.03%+32+14.1%Added
Western Pacific Wealth Management, LP278$173.8K0.13%−9−3.1%Reduced
Centaurus Financial, Inc.287$179.0K0.01%+287New
Pacific Capital Wealth Advisors, Inc288$180.0K0.05%+288New
Cetera Trust Company, N.A293$183.1K0.11%+293New
Planning Capital Management Corp293$183.1K0.14%+293New
AdvisorNet Financial, Inc295$184.4K0.02%+28+10.5%Added
Jones Financial Companies LLLP302$188.8K0.00%+13+4.5%Added
Rothschild Investment LLC308$192.5K0.02%+308New
Covestor Ltd308$193.0K0.13%−2−0.6%Reduced
Blue Chip Partners, Inc.311$194.1K0.02%+1+0.3%Added
Harbour Investments, Inc.311$194.4K0.01%+77+32.9%Added
AJOVista, LLC318$198.8K0.25%+318New
Hemington Wealth Management320$200.0K0.08%+320New
Ausdal Financial Partners, Inc.320$200.0K0.02%+320New
Arvest Trust Co N A321$200.6K0.01%+321New
Leo Wealth, LLC320$201.1K0.02%+320New
Fermata Advisors, LLC323$201.9K0.05%+323New
Aveo Capital Partners, LLC324$202.5K0.02%+324New
Guardian Wealth Advisors, LLC326$203.8K0.03%+326New
Clarus Wealth Advisors334$204.4K0.12%+334New
Diversified Portfolios, Inc.328$205.0K0.03%+328New
Mendota Financial Group, LLC329$205.6K0.16%−45−12.0%Reduced
Lafayette Investments, Inc.330$206.3K0.05%+330New
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$206.3K0.09%+330New
Emerald Advisors, LLC331$207.1K0.04%+331New
Galvin, Gaustad & Stein, LLC332$207.4K0.02%+332New
Naples Global Advisors, LLC333$208.4K0.02%+333New
Bank of Stockton335$208.4K0.07%+335New
Trust Co of Oklahoma334$208.8K0.08%+334New
Prentice Wealth Management LLC335$209.4K0.08%+335New
Formidable Asset Management, LLC336$210.0K0.05%+336New
Chesapeake Wealth Management337$210.6K0.08%+337New
Pacitti Group Inc.337$210.8K0.13%+337New
Invenio Wealth Partners LLC338$211.3K0.15%+338New
Opal Wealth Advisors, LLC338$211.3K0.08%+338New
Sound Income Strategies, LLC339$212.0K0.02%+15+4.6%Added
Resource Consulting Group Inc340$212.5K0.04%+340New
Beacon Financial Strategies CORP341$213.1K0.17%+341New
Natixis Investment Managers International342$213.8K0.02%−58−14.5%Reduced
Kathmere Capital Management, LLC343$214.4K0.03%+343New
Werba Rubin Papier Wealth Management343$214.4K0.07%+343New
TCG Advisory Services, LLC345$215.7K0.01%+345New
Advisor Resource Council345$215.8K0.03%−1,219−77.9%Reduced
Clarkston Capital Partners, LLC346$216.3K0.00%+346New
Castle Rock Wealth Management, LLC368$216.8K0.07%+368New
Independent Wealth Network Inc.347$216.9K0.11%+347New
New Republic Capital, LLC348$217.5K0.15%+348New
Aprio Wealth Management, LLC348$217.5K0.05%+348New
Azzad Asset Management Inc349$217.9K0.03%+349New
GoalFusion Wealth Management, LLC350$218.8K0.15%+350New
Wrapmanager Inc350$218.8K0.06%+350New
National Philanthropic Trust350$218.8K0.01%+350New
Sunflower Bank, N.A.350$218.8K0.05%+350New
MainStreet Investment Advisors LLC351$219.4K0.02%+351New
Crown Wealth Group, LLC354$221.3K0.13%+354New
Ssi Investment Management LLC355$221.9K0.02%+355New
Twelve Points Wealth Management LLC355$221.9K0.11%+355New
MEMBERS Trust Co354$222.3K0.01%+354New
McGlone Suttner Wealth Management, Inc.356$222.4K0.04%+356New
Quadrant Private Wealth Management, LLC356$222.5K0.06%+356New
Pacific Global Investment Management CO357$223.4K0.05%+357New
Park Place Capital Corp358$223.8K0.09%−400−52.8%Reduced
Successful Portfolios LLC358$223.8K0.17%+358New
Cornerstone Wealth Management, LLC359$224.5K0.02%−669−65.1%Reduced
Vantage Consulting Group Inc360$225.0K0.15%−41−10.2%Reduced
GYL Financial Synergies, LLC361$225.4K0.02%−48−11.7%Reduced
Associated Banc-Corp361$225.6K0.01%+361New
Lee Danner & Bass Inc361$226.0K0.02%+361New
Heritage Investment Group, Inc.362$226.0K0.05%+362New
Pinnacle Bancorp, Inc.362$226.3K0.07%−7−1.9%Reduced
Marino, Stram & Associates LLC362$226.4K0.06%+362New
Aspiriant, LLC362$226.4K0.01%+362New
Virtu Financial LLC364$227.0K0.02%+364New
Onyx Bridge Wealth Group LLC366$228.8K0.05%+366New
Journey Strategic Wealth LLC370$231.3K0.01%+370New
BEAM Asset Management, LLC371$231.7K0.15%+371New
Plante Moran Financial Advisors, LLC373$233.1K0.02%+18+5.1%Added
Source Financial Advisors LLC373$233.3K0.07%+373New
Financial Network Wealth Advisors LLC375$234.4K0.25%+375New
Marietta Investment Partners LLC376$235.0K0.06%+376New
Renasant Bank376$235.0K0.19%−17−4.3%Reduced
Advus Financial Partners, LLC377$235.6K0.08%+377New
Warren Averett Asset Management, LLC378$236.1K0.01%−183−32.6%Reduced
Cidel Asset Management Inc378$236.3K0.01%+378New
Seldon Capital LP378$236.3K0.18%+378New
New Jersey Better Educational Savings Trust380$237.5K0.50%+380New
AlTi Global, Inc.380$237.7K0.01%+380New
Stonebrook Private Inc.381$238.2K0.08%+381New
Paul Damon & Associates, Inc.382$238.8K0.17%+382New
Nwam LLC383$239.1K0.02%+383New