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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 841 | $525.6K | 0.03% | +41+5.1% | Added |
| Simmons Bank | 844 | $527.5K | 0.04% | +83+10.9% | Added |
| Financial Advisors Network, Inc. | 853 | $533.2K | 0.11% | +153+21.9% | Added |
| Vise Technologies, Inc. | 857 | $535.7K | 0.12% | +185+27.5% | Added |
| Meadow Creek Wealth Advisors LLC | 858 | $536.3K | 0.52% | +858 | New |
| Global Endowment Management, LP | 860 | $537.5K | 0.06% | +860 | New |
| Epic Trust Investment Advisors, LLC | 863 | $539.7K | 0.72% | +52+6.4% | Added |
| CoreFirst Bank & Trust | 865 | $540.7K | 0.36% | −124−12.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 862 | $541.1K | 0.11% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 866 | $541.3K | 0.22% | −138−13.7% | Reduced |
| Atlantic Trust, LLC | 869 | $543.1K | 0.15% | +2+0.2% | Added |
| Pathway Financial Advisors LLC | 869 | $543.2K | 0.16% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 869 | $543.2K | 0.41% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 869 | $543.2K | 0.15% | +85+10.8% | Added |
| Apeiron RIA LLC | 873 | $545.8K | 0.17% | +42+5.1% | Added |
| Wellington Shields Capital Management, LLC | 875 | $546.9K | 0.07% | +875 | New |
| Strategic Blueprint, LLC | 875 | $547.1K | 0.05% | +442+102.1% | Added |
| Catalyst Financial Partners LLC | 880 | $550.0K | 0.16% | +98+12.5% | Added |
| Merit Financial Group, LLC | 881 | $550.7K | 0.02% | −2,411−73.2% | Reduced |
| Horan Capital Advisors, LLC. | 883 | $551.9K | 0.20% | 00.0% | Unchanged |
| Allstate Corp | 889 | $555.7K | 0.04% | −150−14.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 890 | $556.3K | 0.40% | −12−1.3% | Reduced |
| Fortune Financial Advisors, LLC | 892 | $557.5K | 0.39% | +1+0.1% | Added |
| Axiom Advisory, LLC | 897 | $560.9K | 0.45% | −18−2.0% | Reduced |
| Park Edge Advisors, LLC | 899 | $561.9K | 0.19% | +899 | New |
| Supplemental Annuity Collective Trust of NJ | 900 | $562.5K | 0.20% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $562.5K | 0.07% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $562.5K | 0.32% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 900 | $562.5K | 0.60% | +900 | New |
| Alpha Family Trust | 905 | $565.7K | 0.38% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $565.7K | 0.06% | 00.0% | Unchanged |
| Seven Mile Advisory | 906 | $566.3K | 0.49% | +36+4.1% | Added |
| Wallace Advisory Group, LLC | 1,112 | $568.2K | 0.45% | −70−5.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 911 | $569.3K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 913 | $570.7K | 0.07% | +489+115.3% | Added |
| Trillium Asset Management, LLC | 913 | $571.0K | 0.02% | +913 | New |
| PFG Investments, LLC | 917 | $573.3K | 0.11% | +44+5.0% | Added |
| SFM, LLC | 918 | $573.5K | 0.47% | +918 | New |
| KFG Wealth Management, LLC | 920 | $575.1K | 0.26% | −74−7.4% | Reduced |
| Woodstock Corp | 923 | $576.9K | 0.07% | −21−2.2% | Reduced |
| Integrated Investment Consultants, LLC | 923 | $576.9K | 0.18% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 932 | $582.5K | 0.05% | +25+2.8% | Added |
| Fluent Financial, LLC | 933 | $583.1K | 0.35% | −306−24.7% | Reduced |
| Financial Advocates Investment Management | 935 | $584.1K | 0.04% | +9+1.0% | Added |
| Journey Advisory Group, LLC | 935 | $584.2K | 0.08% | +28+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 937 | $585.7K | 0.04% | −88−8.6% | Reduced |
| RSM US Wealth Management LLC | 938 | $586.3K | 0.02% | −252−21.2% | Reduced |
| Essex Financial Services, Inc. | 941 | $588.3K | 0.06% | +66+7.5% | Added |
| Horizon Family Wealth, Inc. | 948 | $592.6K | 0.50% | −132−12.2% | Reduced |
| Chapin Davis, Inc. | 949 | $593.2K | 0.25% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 949 | $593.2K | 0.54% | −1−0.1% | Reduced |
| Symmetry Partners, LLC | 946 | $594.0K | 0.03% | −93−9.0% | Reduced |
| Stablepoint Partners, LLC | 958 | $598.8K | 0.15% | +958 | New |
| MWA Asset Management | 963 | $601.9K | 0.50% | −35−3.5% | Reduced |
| Sage Mountain Advisors LLC | 966 | $603.8K | 0.07% | +144+17.5% | Added |
| Concorde Asset Management, LLC | 967 | $604.1K | 0.41% | −57−5.6% | Reduced |
| Truepoint, Inc. | 969 | $605.7K | 0.02% | −136−12.3% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $606.0K | 0.12% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 969 | $606.0K | 0.02% | +534+122.8% | Added |
| AtonRa Partners | 970 | $606.3K | 1.21% | −315−24.5% | Reduced |
| Wealthstar Advisors, LLC | 971 | $606.9K | 0.23% | −162−14.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 972 | $607.5K | 0.02% | −24−2.4% | Reduced |
| MONECO Advisors, LLC | 974 | $608.6K | 0.12% | −1−0.1% | Reduced |
| First National Trust Co | 975 | $609.4K | 0.03% | +84+9.4% | Added |
| Congress Park Capital LLC | 975 | $609.4K | 0.30% | −250−20.4% | Reduced |
| Concord Asset Management, LLC | 978 | $611.3K | 0.18% | +376+62.5% | Added |
| Traynor Capital Management, Inc. | 982 | $613.8K | 0.07% | +7+0.7% | Added |
| Norden Group LLC | 984 | $615.3K | 0.11% | −263−21.1% | Reduced |
| Concord Wealth Partners | 987 | $616.9K | 0.12% | +314+46.7% | Added |
| Bell Investment Advisors, Inc | 988 | $617.5K | 0.13% | +105+11.9% | Added |
| Group One Trading, L.P. | 989 | $618.2K | 0.02% | −473−32.4% | Reduced |
| Leavell Investment Management, Inc. | 994 | $621.0K | 0.04% | +133+15.4% | Added |
| Crescent Grove Advisors, LLC | 994 | $621.3K | 0.07% | +3+0.3% | Added |
| Caldwell Trust Co | 994 | $621.3K | 0.08% | +7+0.7% | Added |
| Perkins Coie Trust Co | 1,000 | $625.0K | 0.16% | −15−1.5% | Reduced |
| UBS Oconnor LLC | 1,000 | $625.0K | 0.02% | −500−33.3% | Reduced |
| RBF Capital, LLC | 1,000 | $625.0K | 0.04% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 1,003 | $626.9K | 0.16% | −185−15.6% | Reduced |
| Custom Index Systems, LLC | 1,005 | $628.1K | 0.40% | +1,005 | New |
| Legacy Financial Advisors, Inc. | 1,005 | $628.2K | 0.12% | +87+9.5% | Added |
| Krane Funds Advisors LLC | 1,011 | $631.9K | 0.03% | +1,011 | New |
| Aaron Wealth Advisors | 1,012 | $632.5K | 0.10% | +72+7.7% | Added |
| Sand Hill Global Advisors, LLC | 1,020 | $637.5K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,026 | $641.3K | 0.14% | −150−12.8% | Reduced |
| Wharton Business Group, LLC | 1,035 | $647.0K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,026 | $647.0K | 0.18% | +43+4.4% | Added |
| Catalyst Private Wealth, LLC | 1,038 | $648.8K | 0.30% | −70−6.3% | Reduced |
| InterOcean Capital Group, LLC | 1,040 | $650.0K | 0.02% | +74+7.7% | Added |
| ICW Investment Advisors LLC | 1,044 | $652.8K | 0.32% | +1+0.1% | Added |
| KMG Fiduciary Partners, LLC | 1,050 | $656.3K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,051 | $656.9K | 0.32% | +75+7.7% | Added |
| Private Trust Co NA | 1,055 | $659.4K | 0.08% | +20+1.9% | Added |
| Yarbrough Capital, LLC | 1,055 | $659.4K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,064 | $665.0K | 0.30% | +1,064 | New |
| Argus Investors' Counsel, Inc. | 1,070 | $668.8K | 0.43% | −28−2.6% | Reduced |
| BBR Partners, LLC | 1,075 | $671.9K | 0.07% | +1,075 | New |
| Kolinsky Wealth Management, LLC | 1,082 | $676.3K | 0.60% | −38−3.4% | Reduced |
| PDS Planning, Inc | 1,087 | $679.4K | 0.08% | −3−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,089 | $680.7K | 0.11% | −20−1.8% | Reduced |
| NBT Bank N A | 1,092 | $682.5K | 0.05% | +293+36.7% | Added |