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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 1,382 | $863.9K | 0.02% | +108+8.5% | Added |
| Simon Quick Advisors, LLC | 1,386 | $866.3K | 0.08% | +51+3.8% | Added |
| Verdence Capital Advisors LLC | 1,388 | $867.3K | 0.08% | −11−0.8% | Reduced |
| MorganRosel Wealth Management, LLC | 1,388 | $867.5K | 0.34% | +1,388 | New |
| Alta Wealth Advisors LLC | 1,403 | $877.2K | 0.49% | −95−6.3% | Reduced |
| Monticello Wealth Management, LLC | 1,408 | $880.0K | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,408 | $880.0K | 0.74% | +4+0.3% | Added |
| Westfield Capital Management Co LP | 1,410 | $881.3K | 0.01% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,411 | $881.9K | 0.17% | +1,411 | New |
| Atomi Financial Group, Inc. | 1,413 | $883.1K | 0.12% | +594+72.5% | Added |
| Smartleaf Asset Management LLC | 1,424 | $889.9K | 0.24% | +1,424 | New |
| Delta Financial Group, Inc. | 1,429 | $893.0K | 0.28% | +1+0.1% | Added |
| Grove Bank & Trust | 1,455 | $909.4K | 0.17% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,460 | $912.5K | 0.17% | −5−0.3% | Reduced |
| Regatta Capital Group, LLC | 1,460 | $912.6K | 0.24% | +201+16.0% | Added |
| Community Bank & Trust, Waco, Texas | 1,463 | $914.0K | 0.25% | +77+5.6% | Added |
| GAMMA Investing LLC | 1,449 | $914.6K | 0.25% | +1,449 | New |
| Dark Forest Capital Management LP | 1,466 | $916.3K | 0.14% | −1,613−52.4% | Reduced |
| Sentry Investment Management LLC | 1,469 | $918.0K | 0.39% | −158−9.7% | Reduced |
| Gryphon Financial Partners LLC | 1,635 | $919.3K | 0.16% | +393+31.6% | Added |
| HBK Sorce Advisory LLC | 1,471 | $919.5K | 0.04% | −84−5.4% | Reduced |
| Intrust Bank NA | 1,473 | $920.7K | 0.11% | −15−1.0% | Reduced |
| AMG National Trust Bank | 1,474 | $921.3K | 0.03% | +118+8.7% | Added |
| Oliver Luxxe Assets LLC | 1,475 | $921.9K | 0.22% | −50−3.3% | Reduced |
| United Asset Strategies, Inc. | 1,478 | $923.8K | 0.10% | +65+4.6% | Added |
| Van Strum & Towne Inc. | 1,486 | $928.8K | 0.36% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,490 | $931.0K | 0.04% | −77−4.9% | Reduced |
| Texas Capital Bancshares Inc | 1,494 | $933.8K | 0.50% | +1+0.1% | Added |
| IHT Wealth Management, LLC | 1,501 | $937.8K | 0.04% | +87+6.2% | Added |
| Curated Wealth Partners LLC | 1,517 | $948.2K | 0.15% | +104+7.4% | Added |
| Smithfield Trust Co | 1,510 | $949.0K | 0.05% | −52−3.3% | Reduced |
| Trust Point Inc. | 1,524 | $952.5K | 0.08% | +1,524 | New |
| Sonnipe Ltd | 1,530 | $956.3K | 0.12% | −530−25.7% | Reduced |
| Heritage Wealth Advisors | 1,534 | $959.1K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,539 | $961.9K | 0.12% | +95+6.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,539 | $961.9K | 0.28% | +1,539 | New |
| Syon Capital LLC | 1,540 | $962.6K | 0.10% | +715+86.7% | Added |
| Beverly Hills Private Wealth, LLC | 1,550 | $968.5K | 0.25% | −3−0.2% | Reduced |
| Balyasny Asset Management LLC | 1,561 | $975.7K | 0.00% | −59,624−97.4% | Reduced |
| Jump Financial, LLC | 1,562 | $976.3K | 0.03% | +811+108.0% | Added |
| JFS Wealth Advisors, LLC | 1,564 | $977.6K | 0.08% | +16+1.0% | Added |
| Symphony Financial, Ltd. Co. | 1,626 | $980.8K | 0.21% | +606+59.4% | Added |
| Cooper Financial Group | 1,582 | $988.5K | 0.18% | +481+43.7% | Added |
| Signature Resources Capital Management, LLC | 1,584 | $990.0K | 0.90% | +1,584 | New |
| Garner Asset Management Corp | 1,533 | $997.4K | 0.51% | −371−19.5% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $1.00M | 0.10% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,601 | $1.00M | 0.04% | +1,139+246.5% | Added |
| Advisors Capital Management, LLC | 1,604 | $1.00M | 0.02% | +330+25.9% | Added |
| Fidelis Capital Partners, LLC | 1,611 | $1.01M | 0.22% | +183+12.8% | Added |
| Elmwood Wealth Management, Inc. | 1,615 | $1.01M | 0.71% | −1,187−42.4% | Reduced |
| Tritonpoint Wealth, LLC | 1,618 | $1.01M | 0.10% | +1,618 | New |
| Fort Pitt Capital Group, LLC | 1,621 | $1.01M | 0.03% | +297+22.4% | Added |
| Cedar Brook Financial Partners, LLC | 1,668 | $1.02M | 0.23% | +1,266+314.9% | Added |
| Little House Capital LLC | 1,629 | $1.02M | 0.37% | +14+0.9% | Added |
| Waller Financial Planning Group, Inc | 1,633 | $1.02M | 0.27% | +11+0.7% | Added |
| Three Bridge Wealth Advisors, LLC | 1,636 | $1.02M | 0.35% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,637 | $1.02M | 0.40% | −12−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,730 | $1.02M | 0.25% | +1,730 | New |
| United Bank | 1,642 | $1.03M | 0.13% | −6−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 1,642 | $1.03M | 0.17% | −64−3.8% | Reduced |
| Proficio Capital Partners LLC | 1,643 | $1.03M | 0.13% | +4+0.2% | Added |
| Boston Family Office LLC | 1,649 | $1.03M | 0.08% | −40−2.4% | Reduced |
| BayBridge Capital Group, LLC | 1,690 | $1.03M | 0.96% | +1,690 | New |
| BFSG, LLC | 1,655 | $1.03M | 0.15% | −108−6.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,660 | $1.04M | 0.50% | −132−7.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,660 | $1.04M | 0.10% | +1+0.1% | Added |
| Heritage Investors Management Corp | 1,660 | $1.04M | 0.04% | +1,660 | New |
| Marcum Wealth, LLC | 1,664 | $1.04M | 0.11% | −2−0.1% | Reduced |
| WSFS Capital Management, LLC | 1,672 | $1.05M | 0.07% | −5−0.3% | Reduced |
| Vance Wealth, Inc. | 1,673 | $1.05M | 0.45% | −2−0.1% | Reduced |
| Parthenon LLC | 1,675 | $1.05M | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,675 | $1.05M | 0.12% | +1,675 | New |
| Optas, LLC | 1,683 | $1.05M | 0.32% | +24+1.4% | Added |
| Y.D. More Investments Ltd | 1,685 | $1.05M | 0.22% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 1,704 | $1.07M | 0.72% | +1,704 | New |
| AlphaCore Capital LLC | 1,711 | $1.07M | 0.16% | −21−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,716 | $1.07M | 0.02% | +145+9.2% | Added |
| Steward Partners Investment Solutions, LLC | 1,720 | $1.08M | 0.45% | +1,720 | New |
| WBH Advisory Inc | 1,729 | $1.08M | 0.12% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,738 | $1.09M | 0.68% | +1,738 | New |
| Everhart Financial Group, Inc. | 1,758 | $1.10M | 0.39% | +223+14.5% | Added |
| Valmark Advisers, Inc. | 1,763 | $1.10M | 0.02% | +289+19.6% | Added |
| Himension Fund | 1,769 | $1.11M | 0.10% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,777 | $1.11M | 0.03% | −128−6.7% | Reduced |
| Unique Wealth, LLC | 1,783 | $1.11M | 0.36% | +308+20.9% | Added |
| Kensington Investment Counsel, LLC | 1,788 | $1.12M | 0.59% | +30+1.7% | Added |
| CNB Bank | 1,788 | $1.12M | 0.60% | +91+5.4% | Added |
| Weatherly Asset Management L. P. | 1,790 | $1.12M | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,795 | $1.12M | 0.09% | +1,795 | New |
| Monetary Management Group Inc | 1,800 | $1.13M | 0.35% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,805 | $1.13M | 0.25% | +7+0.4% | Added |
| BSW Wealth Partners | 1,805 | $1.13M | 0.22% | +35+2.0% | Added |
| Pettee Investors, Inc. | 1,809 | $1.13M | 0.50% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,816 | $1.14M | 0.50% | +836+85.3% | Added |
| Hohimer Wealth Management, LLC | 1,816 | $1.14M | 0.29% | +17+0.9% | Added |
| Resources Investment Advisors, LLC. | 1,823 | $1.14M | 0.02% | +754+70.5% | Added |
| Waldron Private Wealth LLC | 1,828 | $1.14M | 0.05% | −117−6.0% | Reduced |
| Paragon Advisors, LLC | 1,829 | $1.14M | 0.48% | +1,829 | New |
| Evanson Asset Management, LLC | 1,829 | $1.14M | 0.10% | 00.0% | Unchanged |
| Balentine LLC | 1,832 | $1.15M | 0.04% | +445+32.1% | Added |