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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 492 | $307.5K | 0.16% | −5−1.0% | Reduced |
| True North Advisors, LLC | 493 | $308.1K | 0.08% | +78+18.8% | Added |
| Aft, Forsyth & Company, Inc. | 493 | $308.1K | 0.19% | +493 | New |
| Grunden Financial Advisory, Inc. | 494 | $308.8K | 0.17% | +494 | New |
| Keebeck Wealth Management, LLC | 496 | $310.0K | 0.05% | +47+10.5% | Added |
| Sandhill Capital Partners LLC | 497 | $310.6K | 0.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 497 | $310.7K | 0.04% | 00.0% | Unchanged |
| Kure Advisory, LLC | 498 | $311.3K | 0.16% | −15−2.9% | Reduced |
| 3Chopt Investment Partners, LLC | 498 | $311.3K | 0.11% | +498 | New |
| GTS Securities LLC | 499 | $311.9K | 0.01% | −2,557−83.7% | Reduced |
| Hollencrest Capital Management | 499 | $312.0K | 0.03% | +2+0.4% | Added |
| Reinhart Partners, Inc. | 500 | $312.5K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $312.5K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $312.5K | 0.20% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $312.5K | 0.05% | +500 | New |
| Eagle Strategies LLC | 501 | $312.9K | 0.07% | +2+0.4% | Added |
| Synergy Financial Group, LTD | 501 | $313.1K | 0.38% | +6+1.2% | Added |
| Mesirow Financial Investment Management, Inc. | 1,270 | $313.3K | 0.01% | +1,270 | New |
| FinTrust Capital Advisors, LLC | 502 | $313.8K | 0.06% | +140+38.7% | Added |
| Traveka Wealth, LLC | 503 | $314.4K | 0.16% | +503 | New |
| Covenant Partners, LLC | 504 | $315.0K | 0.10% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 504 | $315.0K | 0.07% | −65−11.4% | Reduced |
| CVA Family Office, LLC | 505 | $315.6K | 0.06% | +10+2.0% | Added |
| Inscription Capital, LLC | 506 | $316.3K | 0.09% | +6+1.2% | Added |
| Ledyard National Bank | 508 | $317.5K | 0.03% | +508 | New |
| Tufton Capital Management | 510 | $318.8K | 0.07% | −10−1.9% | Reduced |
| Corundum Group, Inc. | 511 | $319.4K | 0.16% | +7+1.4% | Added |
| Ted Buchan & Co | 515 | $321.9K | 0.23% | 00.0% | Unchanged |
| Tobam | 515 | $322.0K | 0.03% | +488+1,807.4% | Added |
| JB Capital LLC | 520 | $325.5K | 0.02% | −9−1.7% | Reduced |
| Grandfield & Dodd, LLC | 523 | $326.9K | 0.02% | −8−1.5% | Reduced |
| Studio Investment Management LLC | 524 | $327.5K | 0.08% | −82−13.5% | Reduced |
| Portside Wealth Group, LLC | 526 | $328.8K | 0.06% | +32+6.5% | Added |
| Tranquility Partners, LLC | 529 | $330.6K | 0.14% | −95−15.2% | Reduced |
| RHS Financial, LLC | 530 | $331.3K | 0.21% | −15−2.8% | Reduced |
| Keating Investment Counselors Inc | 530 | $331.3K | 0.12% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 526 | $332.1K | 0.05% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 532 | $332.6K | 0.25% | +532 | New |
| Martin & Co Inc | 534 | $333.8K | 0.08% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 534 | $333.8K | 0.27% | +129+31.9% | Added |
| South State Corp. | 536 | $335.0K | 0.03% | −77−12.6% | Reduced |
| Kuhn & Co Investment Counsel | 543 | $339.4K | 0.35% | +543 | New |
| Walkner Condon Financial Advisors LLC | 544 | $340.1K | 0.08% | +30+5.8% | Added |
| Salem Investment Counselors Inc | 545 | $340.6K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 548 | $342.7K | 0.02% | +155+39.4% | Added |
| China Universal Asset Management Co., Ltd. | 556 | $347.5K | 0.07% | −488−46.7% | Reduced |
| Winslow Capital Management, LLC | 559 | $349.4K | 0.00% | −132−19.1% | Reduced |
| Coastline Trust Co | 561 | $350.6K | 0.05% | −20−3.4% | Reduced |
| Perennial Investment Advisors, LLC | 563 | $351.9K | 0.06% | −5−0.9% | Reduced |
| Fortitude Family Office, LLC | 566 | $353.8K | 0.26% | +566 | New |
| Gradient Capital Advisors, LLC | 567 | $354.4K | 0.13% | −2−0.4% | Reduced |
| XML Financial, LLC | 570 | $356.3K | 0.04% | +50+9.6% | Added |
| FCG Investment Co | 573 | $358.1K | 0.35% | +573 | New |
| High Falls Advisors, Inc | 574 | $358.7K | 0.10% | +1+0.2% | Added |
| New England Research & Management, Inc. | 575 | $359.0K | 0.19% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 575 | $359.4K | 0.04% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 575 | $359.4K | 0.28% | +575 | New |
| Geneva Partners, LLC | 576 | $360.0K | 0.20% | +576 | New |
| LWMG, LLC | 577 | $360.8K | 0.09% | +25+4.5% | Added |
| Csenge Advisory Group | 579 | $361.9K | 0.02% | +50+9.5% | Added |
| Crescent Sterling, Ltd. | 583 | $364.4K | 0.36% | −9−1.5% | Reduced |
| Cedar Mountain Advisors, LLC | 583 | $364.5K | 0.10% | +1+0.2% | Added |
| Endowment Wealth Management, Inc. | 584 | $365.0K | 0.30% | −18−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 584 | $365.1K | 0.06% | +37+6.8% | Added |
| Cornercap Investment Counsel Inc | 585 | $365.6K | 0.06% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 585 | $365.6K | 0.07% | +100+20.6% | Added |
| KG&L Capital Management,LLC | 585 | $365.6K | 0.15% | +585 | New |
| Relyea Zuckerberg Hanson LLC | 587 | $366.9K | 0.07% | +9+1.6% | Added |
| Hartline Investment Corp | 594 | $371.3K | 0.06% | 00.0% | Unchanged |
| Windmill Hill Asset Management Ltd | 594 | $371.3K | 0.22% | +594 | New |
| Resources Management Corp | 600 | $375.0K | 0.06% | 00.0% | Unchanged |
| Westwood Management Corp | 600 | $375.0K | 0.14% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $375.0K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $375.0K | 0.18% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $375.0K | 0.11% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $375.0K | 0.15% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $375.0K | 0.15% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 605 | $378.1K | 0.21% | +54+9.8% | Added |
| HCR Wealth Advisors | 606 | $378.8K | 0.06% | +606 | New |
| Berkshire Bank | 609 | $380.6K | 0.10% | +15+2.5% | Added |
| TCTC Holdings, LLC | 609 | $380.6K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 611 | $381.9K | 0.04% | +25+4.3% | Added |
| Valtinson Bruner Financial Planning LLC | 612 | $382.5K | 0.20% | +7+1.2% | Added |
| Pacific Wealth Management | 613 | $383.1K | 0.22% | +105+20.7% | Added |
| Tanager Wealth Management LLP | 614 | $383.8K | 0.07% | 00.0% | Unchanged |
| Essex Savings Bank | 615 | $384.4K | 0.11% | +165+36.7% | Added |
| Jacobsen Capital Management | 616 | $385.0K | 0.19% | +14+2.3% | Added |
| Altfest L J & Co Inc | 619 | $387.0K | 0.06% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 620 | $387.5K | 0.02% | 00.0% | Unchanged |
| Camden National Bank | 624 | $390.0K | 0.07% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 624 | $390.0K | 0.38% | +624 | New |
| Hillsdale Investment Management Inc. | 628 | $392.5K | 0.03% | +1+0.2% | Added |
| Belpointe Asset Management LLC | 628 | $393.1K | 0.03% | +29+4.8% | Added |
| Somerville Kurt F | 630 | $393.8K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $393.8K | 0.03% | +10+1.6% | Added |
| Ifrah Financial Services, Inc. | 636 | $397.4K | 0.12% | −75−10.5% | Reduced |
| Prosperity Consulting Group, LLC | 638 | $398.6K | 0.13% | +163+34.3% | Added |
| Hummer Financial Advisory Services Inc | 640 | $400.0K | 0.37% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 640 | $400.3K | 0.02% | +27+4.4% | Added |
| Wealthcare Advisory Partners LLC | 641 | $400.8K | 0.02% | +84+15.1% | Added |