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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 384 | $240.0K | 0.04% | −17−4.2% | Reduced |
| Red Wave Investments LLC | 387 | $241.9K | 0.10% | +387 | New |
| Security Financial Services, INC. | 387 | $241.9K | 0.06% | +387 | New |
| Cipher Capital LP | 388 | $242.5K | 0.08% | −318−45.0% | Reduced |
| Claret Asset Management Corp | 388 | $243.0K | 0.04% | +388 | New |
| DSC Advisors, L.P. | 390 | $243.8K | 0.41% | +390 | New |
| WMS Partners, LLC | 393 | $245.8K | 0.02% | +393 | New |
| Transcend Wealth Collective, LLC | 394 | $246.2K | 0.02% | +394 | New |
| Goldstein Advisors, LLC | 397 | $247.8K | 0.04% | −19−4.6% | Reduced |
| Peloton Wealth Strategists | 397 | $248.0K | 0.11% | +397 | New |
| Beirne Wealth Consulting Services, LLC | 396 | $248.1K | 0.12% | +396 | New |
| Solidarilty Wealth, LLC | 398 | $248.8K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 399 | $249.4K | 0.14% | +399 | New |
| Hall Laurie J Trustee | 400 | $250.0K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 400 | $250.0K | 0.03% | +400 | New |
| Fortis Advisors, LLC | 400 | $250.0K | 0.18% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $250.0K | 0.07% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 401 | $250.4K | 0.06% | +7+1.8% | Added |
| Summit Financial Group Inc | 401 | $250.6K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 401 | $250.6K | 0.03% | +1+0.3% | Added |
| Pine Harbor Wealth Management, LLC | 401 | $250.8K | 0.19% | +401 | New |
| Colonial Trust Co | 405 | $253.2K | 0.05% | +3+0.7% | Added |
| Prelude Capital Management, LLC | 406 | $253.8K | 0.02% | −148−26.7% | Reduced |
| Amplius Wealth Advisors, LLC | 406 | $253.8K | 0.03% | −3−0.7% | Reduced |
| Benin Management CORP | 407 | $254.4K | 0.09% | +4+1.0% | Added |
| Shepherd Financial Partners LLC | 408 | $255.1K | 0.04% | +9+2.3% | Added |
| Semus Wealth Partners LLC | 410 | $256.0K | 0.21% | −20−4.7% | Reduced |
| Values Added Financial LLC | 410 | $256.3K | 0.21% | −28−6.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $256.3K | 0.10% | +10+2.5% | Added |
| Five Oceans Advisors | 411 | $256.9K | 0.14% | −1−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 411 | $256.9K | 0.02% | −11−2.6% | Reduced |
| West Bancorporation Inc | 412 | $257.5K | 0.17% | +412 | New |
| Concentrum Wealth Management | 413 | $258.1K | 0.13% | −42−9.2% | Reduced |
| Echo45 Advisors LLC | 416 | $260.0K | 0.20% | −21−4.8% | Reduced |
| Sage Private Wealth Group, LLC | 416 | $260.3K | 0.23% | +416 | New |
| World Equity Group, Inc. | 418 | $261.3K | 0.05% | +418 | New |
| Jeppson Wealth Management, LLC | 418 | $261.3K | 0.11% | −9−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 420 | $262.5K | 0.01% | −80−16.0% | Reduced |
| Wade Financial Advisory, Inc | 422 | $263.8K | 0.10% | −25−5.6% | Reduced |
| NovaPoint Capital, LLC | 422 | $263.8K | 0.10% | +422 | New |
| Atticus Wealth Management, LLC | 424 | $265.0K | 0.09% | +3+0.7% | Added |
| Crew Capital Management, Ltd. | 424 | $265.0K | 0.27% | −2,194−83.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 424 | $265.1K | 0.13% | +74+21.1% | Added |
| Advanced Asset Management Advisors Inc | 425 | $265.6K | 0.06% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 425 | $265.6K | 0.09% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 426 | $266.3K | 0.19% | +426 | New |
| Ameritas Advisory Services, LLC | 410 | $266.7K | 0.01% | −156−27.6% | Reduced |
| Trustmark National Bank Trust Department | 430 | $268.8K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 431 | $269.0K | 0.14% | −1−0.2% | Reduced |
| Davy Global Fund Management Ltd | 431 | $269.4K | 0.03% | +431 | New |
| Scarborough Advisors, LLC | 431 | $269.6K | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 432 | $270.0K | 0.11% | −290−40.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 432 | $271.3K | 0.16% | −90−17.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 434 | $271.4K | 0.11% | +434 | New |
| Ignite Planners, LLC | 450 | $271.7K | 0.08% | −27−5.7% | Reduced |
| Founders Financial Alliance, LLC | 435 | $271.7K | 0.11% | +9+2.1% | Added |
| Acropolis Investment Management, LLC | 435 | $271.9K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 436 | $272.0K | 0.03% | +31+7.7% | Added |
| 360 Financial, Inc. | 436 | $272.4K | 0.12% | +436 | New |
| Cottonwood Capital Advisors, LLC | 436 | $272.5K | 0.22% | +436 | New |
| CV Advisors LLC | 439 | $274.4K | 0.20% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 440 | $275.0K | 0.32% | +440 | New |
| West Family Investments, Inc. | 441 | $275.6K | 0.09% | −7−1.6% | Reduced |
| Powell Investment Advisors, LLC | 445 | $278.1K | 0.15% | 00.0% | Unchanged |
| Capital Advisors Inc | 445 | $278.1K | 0.01% | +9+2.1% | Added |
| Manchester Capital Management LLC | 445 | $278.1K | 0.04% | +38+9.3% | Added |
| McLean Asset Management Corp | 473 | $278.4K | 0.10% | +1+0.2% | Added |
| Guyasuta Investment Advisors Inc | 446 | $278.8K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 446 | $278.8K | 0.07% | −438−49.5% | Reduced |
| Oxbow Advisors, LLC | 447 | $279.4K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 463 | $279.5K | 0.06% | −5−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 448 | $280.0K | 0.03% | −14−3.0% | Reduced |
| Venture Visionary Partners LLC | 449 | $280.6K | 0.01% | +6+1.4% | Added |
| EverSource Wealth Advisors, LLC | 449 | $280.8K | 0.03% | +16+3.7% | Added |
| Matrix Asset Advisors Inc | 450 | $281.3K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 451 | $282.0K | 0.21% | +1+0.2% | Added |
| Sepio Capital, LP | 452 | $282.5K | 0.02% | −74−14.1% | Reduced |
| Live Oak Private Wealth LLC | 454 | $283.8K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $283.8K | 0.25% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 454 | $283.8K | 0.12% | +49+12.1% | Added |
| BIP Wealth, LLC | 455 | $284.4K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 463 | $289.4K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 464 | $290.0K | 0.05% | 00.0% | Unchanged |
| Wynn Capital, LLC | 470 | $293.8K | 0.24% | +470 | New |
| Tennessee Valley Asset Management Partners | 470 | $294.0K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 472 | $295.0K | 0.10% | +472 | New |
| Darwin Advisors, LLC | 473 | $295.7K | 0.08% | −83−14.9% | Reduced |
| Correct Capital Wealth Management | 474 | $296.1K | 0.07% | +474 | New |
| Ground Swell Capital, LLC | 474 | $296.3K | 1.09% | +474 | New |
| Carlson Capital Management | 476 | $297.5K | 0.02% | −15−3.1% | Reduced |
| StoneX Group Inc. | 477 | $298.1K | 0.03% | −80−14.4% | Reduced |
| First Trust Investment Solutions L.P. | 477 | $298.1K | 0.06% | +477 | New |
| Sandy Spring Bank | 477 | $298.1K | 0.01% | −34−6.7% | Reduced |
| Kovack Advisors, Inc. | 478 | $298.9K | 0.04% | +478 | New |
| Sage Rhino Capital LLC | 480 | $300.0K | 0.08% | +4+0.8% | Added |
| Capital Investment Counsel, LLC | 480 | $300.0K | 0.11% | +480 | New |
| Glassman Wealth Services | 483 | $301.9K | 0.04% | −2−0.4% | Reduced |
| D'Orazio & Associates, Inc. | 489 | $305.7K | 0.05% | +52+11.9% | Added |
| SeaCrest Wealth Management, LLC | 520 | $306.2K | 0.04% | −211−28.9% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $306.4K | 0.09% | 00.0% | Unchanged |