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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 2,757 | $1.72M | 0.07% | +4+0.1% | Added |
| Quadrant Capital Group LLC | 2,755 | $1.72M | 0.15% | +29+1.1% | Added |
| Venturi Wealth Management, LLC | 2,754 | $1.72M | 0.12% | −200−6.8% | Reduced |
| S&CO Inc | 2,751 | $1.72M | 0.13% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,729 | $1.71M | 0.03% | 00.0% | Unchanged |
| Aurora Investment Counsel | 3,988 | $1.70M | 1.11% | −224−5.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.70M | 0.02% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 2,716 | $1.70M | 0.20% | +224+9.0% | Added |
| Modera Wealth Management, LLC | 2,679 | $1.67M | 0.03% | +36+1.4% | Added |
| Keeler Thomas Management LLC | 2,671 | $1.67M | 0.66% | −105−3.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,656 | $1.66M | 1.59% | −23−0.9% | Reduced |
| Savant Capital, LLC | 2,648 | $1.66M | 0.02% | +65+2.5% | Added |
| Abacus Planning Group, Inc. | 2,642 | $1.65M | 0.35% | −47−1.7% | Reduced |
| Joho Capital LLC | 2,638 | $1.65M | 0.30% | −41,092−94.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,636 | $1.65M | 0.67% | −3,522−57.2% | Reduced |
| Invesco, LLC | 2,633 | $1.65M | 0.76% | −89−3.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,612 | $1.63M | 1.52% | −6−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 2,598 | $1.62M | 0.06% | +2,598 | New |
| Argonautica Private Wealth Management, Inc | 2,574 | $1.61M | 0.66% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,571 | $1.61M | 0.96% | −71−2.7% | Reduced |
| NorthRock Partners, LLC | 2,562 | $1.60M | 0.07% | +1,411+122.6% | Added |
| Pittenger & Anderson Inc | 2,556 | $1.60M | 0.07% | +484+23.4% | Added |
| BancorpSouth Bank | 2,547 | $1.59M | 0.13% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,521 | $1.58M | 0.03% | −10−0.4% | Reduced |
| Penserra Capital Management LLC | 2,510 | $1.57M | 0.03% | −485−16.2% | Reduced |
| Global X Japan Co., Ltd. | 2,500 | $1.56M | 0.89% | +2,500 | New |
| JGP Wealth Management, LLC | 2,489 | $1.56M | 0.23% | +2,489 | New |
| Argent Trust Co | 2,488 | $1.56M | 0.08% | +371+17.5% | Added |
| Wealthspire Advisors, LLC | 2,476 | $1.55M | 0.02% | +79+3.3% | Added |
| LGT Fund Management Co Ltd. | 2,450 | $1.54M | 0.66% | −90−3.5% | Reduced |
| Cascade Investment Group, Inc. | 2,449 | $1.53M | 1.23% | −60−2.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,446 | $1.53M | 0.65% | +11+0.5% | Added |
| Cannell Peter B & Co Inc | 2,442 | $1.53M | 0.05% | +56+2.3% | Added |
| Perigon Wealth Management, LLC | 2,437 | $1.52M | 0.05% | −99−3.9% | Reduced |
| ROI Financial Advisors, LLC | 2,425 | $1.51M | 1.25% | +2,425 | New |
| Clearstead Advisors, LLC | 2,404 | $1.50M | 0.08% | +17+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,389 | $1.49M | 0.05% | +105+4.6% | Added |
| ICONIQ Capital, LLC | 2,388 | $1.49M | 0.03% | −3−0.1% | Reduced |
| Edgestream Partners, L.P. | 2,384 | $1.49M | 0.11% | −77−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,377 | $1.49M | 0.02% | +432+22.2% | Added |
| Hilltop Holdings Inc. | 2,377 | $1.49M | 0.17% | +107+4.7% | Added |
| Wade G W & Inc | 2,374 | $1.48M | 0.05% | +1,144+93.0% | Added |
| Value Partners Investments Inc. | 2,370 | $1.48M | 0.12% | +154+6.9% | Added |
| Valeo Financial Advisors, LLC | 2,373 | $1.48M | 0.06% | +368+18.4% | Added |
| Nicolet Bankshares Inc | 2,371 | $1.48M | 0.40% | −38−1.6% | Reduced |
| Hara Capital LLC | 2,370 | $1.48M | 1.04% | +2,370 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,367 | $1.48M | 0.23% | −18−0.8% | Reduced |
| Capital Investment Advisors, LLC | 2,364 | $1.48M | 0.04% | +1,300+122.2% | Added |
| Peak Asset Management, LLC | 2,363 | $1.48M | 0.32% | −71−2.9% | Reduced |
| Great Lakes Advisors, LLC | 2,363 | $1.48M | 0.01% | +899+61.4% | Added |
| Allworth Financial LP | 2,352 | $1.47M | 0.01% | +132+5.9% | Added |
| Thrive Wealth Management, LLC | 2,352 | $1.47M | 0.33% | +43+1.9% | Added |
| Scientech Research LLC | 2,341 | $1.46M | 1.46% | +2,341 | New |
| Citizens National Bank Trust Department | 2,337 | $1.46M | 0.37% | −50−2.1% | Reduced |
| Knowledge Leaders Capital, LLC | 2,293 | $1.43M | 2.26% | −72−3.0% | Reduced |
| Benjamin Edwards Inc | 2,290 | $1.43M | 0.31% | +6+0.3% | Added |
| Arjuna Capital | 2,262 | $1.41M | 0.44% | +2,262 | New |
| Personal Cfo Solutions, LLC | 2,261 | $1.41M | 0.24% | +126+5.9% | Added |
| Peninsula Wealth, LLC | 2,244 | $1.40M | 0.29% | +11+0.5% | Added |
| FDx Advisors, Inc. | 2,235 | $1.40M | 0.11% | −550−19.7% | Reduced |
| Stratos Wealth Advisors, LLC | 2,213 | $1.38M | 0.08% | −27−1.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,207 | $1.38M | 0.04% | +2,207 | New |
| Choate Investment Advisors | 2,203 | $1.38M | 0.04% | +239+12.2% | Added |
| McRae Capital Management Inc | 2,196 | $1.37M | 0.34% | +5+0.2% | Added |
| Cumberland Partners Ltd | 2,215 | $1.37M | 0.13% | −150−6.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,192 | $1.37M | 0.08% | +1,347+159.4% | Added |
| FSA Wealth Management LLC | 2,172 | $1.36M | 0.64% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,169 | $1.36M | 0.18% | +124+6.1% | Added |
| Bayesian Capital Management, LP | 2,161 | $1.35M | 0.14% | −497−18.7% | Reduced |
| Old Port Advisors | 2,159 | $1.35M | 0.45% | −108−4.8% | Reduced |
| Phoenix Holdings Ltd. | 2,144 | $1.34M | 0.02% | +4+0.2% | Added |
| Eqis Capital Management, Inc. | 2,111 | $1.32M | 0.11% | +37+1.8% | Added |
| Insigneo Advisory Services, LLC | 2,099 | $1.31M | 0.18% | +1,486+242.4% | Added |
| Camden Capital, LLC | 2,089 | $1.31M | 0.13% | −1,399−40.1% | Reduced |
| Naviter Wealth, LLC | 2,087 | $1.30M | 0.26% | +422+25.3% | Added |
| Moss Adams Wealth Advisors LLC | 2,080 | $1.30M | 0.27% | +14+0.7% | Added |
| Anchor Investment Management, LLC | 2,079 | $1.30M | 0.15% | −192−8.5% | Reduced |
| Skopos Labs, Inc. | 2,074 | $1.30M | 0.62% | +2,074 | New |
| Family Legacy, Inc. | 2,071 | $1.29M | 0.49% | +23+1.1% | Added |
| Hixon Zuercher, LLC | 2,067 | $1.29M | 0.60% | +2,067 | New |
| Cove Private Wealth, LLC | 2,065 | $1.29M | 1.22% | +2,065 | New |
| Brookstone Capital Management | 2,044 | $1.28M | 0.02% | −229−10.1% | Reduced |
| Arlington Trust Co LLC | 2,037 | $1.27M | 0.36% | +1,833+898.5% | Added |
| Summit Trail Advisors, LLC | 2,035 | $1.27M | 0.04% | −72−3.4% | Reduced |
| Mirador Capital Partners LP | 2,033 | $1.27M | 0.27% | 00.0% | Unchanged |
| NVWM, LLC | 2,032 | $1.27M | 0.38% | −112−5.2% | Reduced |
| Graypoint LLC | 2,014 | $1.26M | 0.10% | +319+18.8% | Added |
| RMR Wealth Builders | 2,004 | $1.25M | 0.18% | +176+9.6% | Added |
| Red Spruce Capital, LLC | 2,003 | $1.25M | 0.64% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,998 | $1.25M | 0.02% | −11−0.5% | Reduced |
| Liberty Wealth Management LLC | 1,996 | $1.25M | 0.27% | −7−0.3% | Reduced |
| Wedbush Securities Inc | 1,997 | $1.25M | 0.06% | +20+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,987 | $1.24M | 0.10% | +40+2.1% | Added |
| Virtue Capital Management, LLC | 2,098 | $1.24M | 0.25% | −290−12.1% | Reduced |
| Eventide Asset Management, LLC | 1,974 | $1.23M | 0.02% | +1,974 | New |
| Nelson Capital Management, LLC | 1,965 | $1.23M | 0.27% | +1,354+221.6% | Added |
| Forbes J M & Co LLP | 1,963 | $1.23M | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,961 | $1.23M | 0.04% | −6−0.3% | Reduced |
| Intech Investment Management LLC | 1,960 | $1.23M | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,959 | $1.22M | 0.05% | +114+6.2% | Added |