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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 1,093 | $683.2K | 0.01% | +14+1.3% | Added |
| Burney Co | 1,094 | $683.8K | 0.03% | +13+1.2% | Added |
| Abbrea Capital, LLC | 1,094 | $684.0K | 0.10% | +30+2.8% | Added |
| Meitav Dash Investments Ltd | 1,092 | $684.4K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,095 | $684.4K | 0.03% | +174+18.9% | Added |
| Truvestments Capital LLC | 1,107 | $691.7K | 0.31% | −14−1.2% | Reduced |
| First National Bank of Hutchinson | 1,108 | $692.5K | 0.50% | −3−0.3% | Reduced |
| Forum Financial Management, LP | 1,108 | $692.5K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,111 | $694.4K | 0.01% | −2,963−72.7% | Reduced |
| Buckingham Strategic Partners | 1,122 | $701.3K | 0.03% | +15+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,123 | $701.7K | 0.19% | +64+6.0% | Added |
| Parkside Financial Bank & Trust | 1,123 | $701.9K | 0.13% | +170+17.8% | Added |
| Magnus Financial Group LLC | 1,128 | $705.3K | 0.09% | +2+0.2% | Added |
| Concentric Wealth Management, LLC | 1,130 | $706.3K | 0.21% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,130 | $706.3K | 0.39% | +10+0.9% | Added |
| Tilt Investment Management Holdings, PBC | 1,131 | $706.9K | 0.76% | +1,131 | New |
| Exencial Wealth Advisors, LLC | 1,133 | $708.3K | 0.03% | −631−35.8% | Reduced |
| Bahl & Gaynor Inc | 1,136 | $710.0K | 0.00% | −125−9.9% | Reduced |
| First Commonwealth Financial Corp | 1,137 | $710.7K | 0.22% | −170−13.0% | Reduced |
| DRW Securities, LLC | 1,141 | $713.2K | 0.02% | −604−34.6% | Reduced |
| MJP Associates Inc | 1,143 | $714.6K | 0.19% | +52+4.8% | Added |
| Equitable Holdings, Inc. | 1,147 | $716.8K | 0.01% | +106+10.2% | Added |
| Kingsview Wealth Management, LLC | 1,147 | $717.1K | 0.02% | +92+8.7% | Added |
| Stanley-Laman Group, Ltd. | 1,151 | $719.4K | 0.11% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,152 | $720.0K | 0.05% | −5−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,155 | $721.9K | 0.08% | +94+8.9% | Added |
| Van Hulzen Asset Management, LLC | 1,156 | $722.0K | 0.05% | −3,558−75.5% | Reduced |
| Virtus ETF Advisers LLC | 1,161 | $725.7K | 0.46% | −355−23.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,170 | $731.3K | 0.05% | −18−1.5% | Reduced |
| Whalerock Point Partners, LLC | 1,176 | $735.0K | 0.23% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,178 | $736.3K | 0.01% | −653−35.7% | Reduced |
| DGS Capital Management, LLC | 1,179 | $737.1K | 0.28% | −113−8.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,181 | $738.3K | 0.08% | +16+1.4% | Added |
| Integrated Advisors Network LLC | 1,182 | $738.8K | 0.04% | +72+6.5% | Added |
| Saranac Partners Ltd | 1,185 | $740.7K | 0.49% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 1,188 | $742.5K | 0.23% | −81−6.4% | Reduced |
| TRUE Private Wealth Advisors | 1,189 | $743.4K | 0.09% | +186+18.5% | Added |
| Authentikos Wealth Advisory, LLC | 1,191 | $744.4K | 0.79% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,203 | $751.9K | 0.07% | +20+1.7% | Added |
| Triasima Portfolio Management inc. | 1,204 | $752.5K | 0.06% | −30−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,207 | $754.0K | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,210 | $756.1K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,210 | $756.3K | 0.11% | +33+2.8% | Added |
| Money Concepts Capital Corp | 1,212 | $758.0K | 0.07% | −55−4.3% | Reduced |
| Avitas Wealth Management LLC | 1,216 | $760.0K | 0.13% | +335+38.0% | Added |
| Busey Wealth Management | 1,221 | $763.2K | 0.03% | +1,221 | New |
| SageView Advisory Group, LLC | 1,184 | $766.8K | 0.03% | +697+143.1% | Added |
| Fiduciary Family Office, LLC | 1,228 | $767.7K | 0.34% | +1,228 | New |
| We Are One Seven, LLC | 1,229 | $768.2K | 0.04% | −60−4.7% | Reduced |
| Claro Advisors LLC | 1,230 | $768.5K | 0.17% | +51+4.3% | Added |
| 1st Source Bank | 1,230 | $768.8K | 0.05% | 00.0% | Unchanged |
| Applied Capital LLC | 1,237 | $773.2K | 0.71% | −145−10.5% | Reduced |
| Quadcap Wealth Management, LLC | 1,239 | $774.4K | 0.20% | +1,239 | New |
| North Star Investment Management Corp. | 1,240 | $775.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,240 | $775.1K | 0.05% | −1,100−47.0% | Reduced |
| VCI Wealth Management LLC | 1,242 | $776.3K | 0.47% | +1,242 | New |
| Arkadios Wealth Advisors | 1,242 | $776.6K | 0.07% | −179−12.6% | Reduced |
| Plimoth Trust Co LLC | 1,245 | $778.2K | 0.22% | −60−4.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,248 | $780.0K | 0.09% | +3+0.2% | Added |
| Everpar Advisors LLC | 1,251 | $781.9K | 0.36% | +1,251 | New |
| Buckingham Capital Management, Inc. | 1,253 | $783.2K | 0.10% | +844+206.4% | Added |
| Ramiah Investment Group | 1,258 | $786.3K | 0.74% | −339−21.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,269 | $793.0K | 0.42% | +4+0.3% | Added |
| New Hampshire Trust | 1,272 | $795.0K | 0.19% | −10−0.8% | Reduced |
| SS&H Financial Advisors, Inc. | 1,275 | $797.0K | 0.34% | −2−0.2% | Reduced |
| Baldwin Brothers Inc | 1,283 | $801.9K | 0.06% | +28+2.2% | Added |
| FineMark National Bank & Trust | 1,284 | $802.5K | 0.03% | −85−6.2% | Reduced |
| Childress Capital Advisors, LLC | 1,289 | $805.7K | 0.24% | −118−8.4% | Reduced |
| Glenview Trust Co | 1,291 | $806.9K | 0.02% | +260+25.2% | Added |
| WR Wealth Planners, LLC | 1,291 | $806.9K | 0.30% | +137+11.9% | Added |
| Voya Financial Advisors, Inc. | 1,285 | $807.0K | 0.10% | −81−5.9% | Reduced |
| South Dakota Investment Council | 1,300 | $813.0K | 0.02% | −300−18.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,301 | $813.2K | 0.25% | +23+1.8% | Added |
| Jarislowsky, Fraser Ltd | 1,311 | $819.4K | 0.00% | +1,311 | New |
| PAX Financial Group, LLC | 1,257 | $820.9K | 0.17% | −140−10.0% | Reduced |
| Act Wealth Management, LLC | 1,315 | $821.9K | 0.44% | −11−0.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,316 | $822.6K | 0.35% | −86−6.1% | Reduced |
| Geneos Wealth Management Inc. | 1,319 | $824.2K | 0.04% | −69−5.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,320 | $825.0K | 0.71% | +130+10.9% | Added |
| Fiera Capital Corp | 1,323 | $826.9K | 0.00% | −1,081−45.0% | Reduced |
| First Affirmative Financial Network | 1,325 | $828.4K | 0.66% | +13+1.0% | Added |
| Pinnacle Associates Ltd | 1,328 | $829.9K | 0.01% | +3+0.2% | Added |
| Spinnaker Trust | 1,329 | $830.7K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $830.7K | 0.24% | 00.0% | Unchanged |
| Keel Point, LLC | 1,331 | $831.9K | 0.10% | +131+10.9% | Added |
| Baker Tilly Wealth Management, LLC | 1,335 | $834.4K | 0.14% | −15−1.1% | Reduced |
| Heritage Trust Co | 1,337 | $835.7K | 0.12% | +674+101.7% | Added |
| MMBG Investment Advisors Co. | 1,345 | $840.7K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,394 | $842.0K | 0.04% | +57+4.3% | Added |
| Fulton Bank, N.A. | 1,350 | $843.8K | 0.04% | −22−1.6% | Reduced |
| Level Four Advisory Services, LLC | 1,354 | $846.4K | 0.05% | +18+1.3% | Added |
| Eastern Bank | 1,356 | $847.5K | 0.04% | −5−0.4% | Reduced |
| Conestoga Capital Advisors, LLC | 1,360 | $850.0K | 0.01% | −10−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 1,361 | $850.9K | 0.15% | +3+0.2% | Added |
| Howland Capital Management LLC | 1,365 | $853.2K | 0.05% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,366 | $853.8K | 0.77% | −590−30.2% | Reduced |
| Smith, Salley & Associates | 1,369 | $855.6K | 0.06% | +92+7.2% | Added |
| Summit Financial, LLC | 1,369 | $855.7K | 0.06% | +104+8.2% | Added |
| PFC Capital Group, Inc. | 1,375 | $859.0K | 0.51% | +1,375 | New |
| Lombard Odier Asset Management (USA) Corp | 1,377 | $860.7K | 0.13% | +1,377 | New |