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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 642 | $401.0K | 0.06% | +31+5.1% | Added |
| Brown Shipley& Co Ltd | 647 | $404.4K | 0.20% | −741−53.4% | Reduced |
| 9258 Wealth Management, LLC | 650 | $406.3K | 0.07% | +146+29.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 650 | $406.4K | 0.02% | +65+11.1% | Added |
| Rehmann Capital Advisory Group | 654 | $409.1K | 0.03% | +46+7.6% | Added |
| Wealth Management Associates, Inc. | 655 | $409.4K | 0.22% | −131−16.7% | Reduced |
| Thomasville National Bank | 655 | $409.4K | 0.04% | −66−9.2% | Reduced |
| Triad Investment Management | 656 | $410.0K | 0.54% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 657 | $410.4K | 0.02% | −18−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 657 | $410.7K | 0.09% | −11−1.6% | Reduced |
| Ewa, LLC | 644 | $411.6K | 0.20% | +24+3.9% | Added |
| Bigelow Investment Advisors, LLC | 659 | $411.9K | 0.22% | +15+2.3% | Added |
| Schnieders Capital Management LLC | 660 | $412.5K | 0.09% | −468−41.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 661 | $413.1K | 0.26% | +661 | New |
| Baker Boyer National Bank | 670 | $418.8K | 0.15% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 672 | $420.0K | 0.20% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $421.3K | 0.07% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 675 | $421.9K | 0.31% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $421.9K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 679 | $424.4K | 0.02% | +679 | New |
| Waterloo Capital, L.P. | 686 | $428.9K | 0.07% | −121−15.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 689 | $430.4K | 0.01% | +76+12.4% | Added |
| Founders Financial Securities LLC | 693 | $433.1K | 0.05% | +53+8.3% | Added |
| 17 Capital Partners, LLC | 693 | $433.1K | 0.40% | +693 | New |
| Drive Wealth Management, LLC | 695 | $434.3K | 0.14% | +24+3.6% | Added |
| Rakuten Investment Management, Inc. | 693 | $435.2K | 0.00% | +693 | New |
| Mechanics Bank Trust Department | 697 | $435.6K | 0.07% | −20−2.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 697 | $435.6K | 0.19% | −44−5.9% | Reduced |
| FFT Wealth Management LLC | 699 | $436.9K | 0.04% | +20+2.9% | Added |
| Two Sigma Securities, LLC | 699 | $436.9K | 0.02% | +103+17.3% | Added |
| Capital Investment Counsel, Inc | 700 | $437.5K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $437.5K | 0.23% | +650+1,300.0% | Added |
| Michael B. Yongue | 702 | $438.8K | 0.39% | −112−13.8% | Reduced |
| Samalin Investment Counsel, LLC | 702 | $439.4K | 0.22% | +1+0.1% | Added |
| Union Savings Bank | 705 | $440.6K | 0.25% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 709 | $443.1K | 0.11% | +2+0.3% | Added |
| David Loasby | 754 | $444.1K | 0.05% | −25−3.2% | Reduced |
| JJJ Advisors Inc. | 716 | $447.5K | 0.11% | +17+2.4% | Added |
| Winthrop Advisory Group LLC | 719 | $449.4K | 0.07% | −1−0.1% | Reduced |
| Plato Investment Management Ltd | 719 | $449.4K | 0.55% | +719 | New |
| Bernardo Wealth Planning LLC | 719 | $449.4K | 0.14% | +1+0.1% | Added |
| WP Advisors, LLC | 720 | $450.0K | 0.17% | +1+0.1% | Added |
| Riverwater Partners LLC | 721 | $450.6K | 0.36% | −18−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 721 | $450.7K | 0.10% | +57+8.6% | Added |
| Ethos Financial Group, LLC | 724 | $453.0K | 0.10% | +168+30.2% | Added |
| Johnson Bixby & Associates, LLC | 725 | $453.1K | 0.09% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 727 | $454.4K | 0.06% | +95+15.0% | Added |
| Kennon-Green & Company, LLC | 729 | $455.6K | 0.46% | −12−1.6% | Reduced |
| Stegent Equity Advisors, Inc. | 729 | $455.6K | 0.54% | 00.0% | Unchanged |
| Provence Wealth Management Group | 729 | $455.6K | 0.24% | +145+24.8% | Added |
| Keystone Wealth Services, LLC | 729 | $455.6K | 0.16% | +729 | New |
| Heartland Bank & Trust Co | 732 | $457.5K | 0.31% | −53−6.8% | Reduced |
| Fishman Jay A Ltd | 732 | $457.5K | 0.05% | 00.0% | Unchanged |
| Private Client Services, LLC | 732 | $457.8K | 0.38% | +732 | New |
| Clare Market Investments LLC | 733 | $458.1K | 0.16% | +733 | New |
| New Millennium Group LLC | 733 | $458.3K | 0.41% | −3−0.4% | Reduced |
| Rockline Wealth Management, LLC | 734 | $458.8K | 0.19% | +734 | New |
| Ambassador Advisors, LLC | 718 | $460.0K | 0.10% | +89+14.1% | Added |
| TCI Wealth Advisors, Inc. | 736 | $460.0K | 0.05% | −3−0.4% | Reduced |
| Onefund, LLC | 741 | $463.1K | 0.60% | +741 | New |
| Interchange Capital Partners, LLC | 753 | $467.3K | 0.35% | −96−11.3% | Reduced |
| Arrow Financial Corp | 750 | $468.8K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 752 | $470.0K | 0.30% | −17−2.2% | Reduced |
| Douglas Lane & Associates, LLC | 753 | $470.6K | 0.01% | −14−1.8% | Reduced |
| Gill Capital Partners, LLC | 753 | $470.6K | 0.20% | 00.0% | Unchanged |
| Transform Wealth, LLC | 755 | $471.9K | 0.05% | −79−9.5% | Reduced |
| International Assets Investment Management, LLC | 757 | $473.0K | 0.06% | −23−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 926 | $473.0K | 0.01% | +105+12.8% | Added |
| Power Wealth Management LLC | 759 | $474.4K | 0.34% | +759 | New |
| Nations Financial Group Inc, | 760 | $475.0K | 0.04% | −3−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 752 | $475.9K | 0.01% | +752 | New |
| Harel Insurance Investments & Financial Services Ltd. | 763 | $478.0K | 0.01% | −1−0.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $478.8K | 0.09% | 00.0% | Unchanged |
| Family Firm, Inc. | 775 | $484.3K | 0.12% | +2+0.3% | Added |
| Morris Retirement Advisors, LLC | 785 | $490.6K | 0.32% | +785 | New |
| Legacy Bridge, LLC | 787 | $491.9K | 0.32% | +5+0.6% | Added |
| Independent Financial Group, LLC | 794 | $496.3K | 0.03% | +221+38.6% | Added |
| Avenue 1 Advisors, LLC | 795 | $496.9K | 0.22% | +5+0.6% | Added |
| Tyche Wealth Partners LLC | 796 | $497.5K | 0.12% | +796 | New |
| W.H. Cornerstone Investments Inc. | 797 | $498.0K | 0.39% | +90+12.7% | Added |
| New Century Financial Group, LLC | 797 | $498.1K | 0.43% | +797 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 797 | $498.3K | 0.10% | +187+30.7% | Added |
| Ulland Investment Advisors, LLC | 798 | $499.0K | 0.50% | −92−10.3% | Reduced |
| Alta Advisers Ltd | 800 | $500.0K | 0.27% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 800 | $500.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 804 | $502.5K | 0.12% | −6−0.7% | Reduced |
| Bourne Lent Asset Management Inc | 805 | $503.1K | 0.20% | 00.0% | Unchanged |
| Elgethun Capital Management | 806 | $504.0K | 0.14% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 813 | $508.1K | 0.06% | +39+5.0% | Added |
| Koshinski Asset Management, Inc. | 817 | $510.8K | 0.08% | −6−0.7% | Reduced |
| Maven Securities LTD | 819 | $511.9K | 0.06% | −185−18.4% | Reduced |
| Accurate Wealth Management, LLC | 843 | $513.1K | 0.16% | −60−6.6% | Reduced |
| Veracity Capital LLC | 830 | $518.7K | 0.21% | +3+0.4% | Added |
| Oakworth Capital, Inc. | 830 | $518.8K | 0.04% | +39+4.9% | Added |
| Alpha Omega Wealth Management LLC | 834 | $521.3K | 0.09% | 00.0% | Unchanged |
| Washington Trust Bank | 835 | $521.9K | 0.05% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 836 | $522.5K | 0.01% | −25−2.9% | Reduced |
| NorthStar Asset Management LLC | 837 | $523.1K | 0.48% | +837 | New |
| Motiv8 Investments LLC | 837 | $523.1K | 0.47% | +837 | New |
| Prospera Financial Services Inc | 837 | $523.1K | 0.02% | +17+2.1% | Added |