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 |
|---|---|---|---|---|---|
| Wealth Alliance | 1,949 | $1.22M | 0.17% | −10−0.5% | Reduced |
| CX Institutional | 1,946 | $1.22M | 0.07% | −50−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,941 | $1.21M | 0.02% | −3,872−66.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,941 | $1.21M | 0.07% | +1,046+116.9% | Added |
| Crestwood Advisors Group LLC | 1,901 | $1.19M | 0.03% | +43+2.3% | Added |
| Barbara Oil Co. | 1,900 | $1.19M | 0.53% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,930 | $1.18M | 0.26% | +1,930 | New |
| Oliver Lagore Vanvalin Investment Group | 1,890 | $1.18M | 0.44% | +740+64.3% | Added |
| Morningstar Investment Services LLC | 1,881 | $1.18M | 0.01% | +1,070+131.9% | Added |
| Capital Planning Advisors, LLC | 1,887 | $1.18M | 0.22% | +314+20.0% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.18M | 0.24% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,869 | $1.17M | 0.56% | +4+0.2% | Added |
| Okabena Investment Services Inc | 1,865 | $1.17M | 0.45% | +1,865 | New |
| Barr E S & Co | 1,859 | $1.16M | 0.08% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,847 | $1.15M | 0.31% | +507+37.8% | Added |
| Ellevest, Inc. | 1,844 | $1.15M | 0.08% | +37+2.0% | Added |
| Unique Wealth Strategies, LLC | 1,843 | $1.15M | 0.77% | +1,843 | New |
| SRS Capital Advisors, Inc. | 1,839 | $1.15M | 0.13% | +10+0.5% | Added |
| Balentine LLC | 1,832 | $1.15M | 0.04% | +445+32.1% | Added |
| Evanson Asset Management, LLC | 1,829 | $1.14M | 0.10% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 1,829 | $1.14M | 0.48% | +1,829 | New |
| Waldron Private Wealth LLC | 1,828 | $1.14M | 0.05% | −117−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 1,823 | $1.14M | 0.02% | +754+70.5% | Added |
| Hohimer Wealth Management, LLC | 1,816 | $1.14M | 0.29% | +17+0.9% | Added |
| Chase Investment Counsel Corp | 1,816 | $1.14M | 0.50% | +836+85.3% | Added |
| Pettee Investors, Inc. | 1,809 | $1.13M | 0.50% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,805 | $1.13M | 0.22% | +35+2.0% | Added |
| Sargent Investment Group, LLC | 1,805 | $1.13M | 0.25% | +7+0.4% | Added |
| Monetary Management Group Inc | 1,800 | $1.13M | 0.35% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,795 | $1.12M | 0.09% | +1,795 | New |
| Weatherly Asset Management L. P. | 1,790 | $1.12M | 0.12% | 00.0% | Unchanged |
| 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 |
| Unique Wealth, LLC | 1,783 | $1.11M | 0.36% | +308+20.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,777 | $1.11M | 0.03% | −128−6.7% | Reduced |
| Himension Fund | 1,769 | $1.11M | 0.10% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,763 | $1.10M | 0.02% | +289+19.6% | Added |
| Everhart Financial Group, Inc. | 1,758 | $1.10M | 0.39% | +223+14.5% | Added |
| Trueblood Wealth Management, LLC | 1,738 | $1.09M | 0.68% | +1,738 | New |
| WBH Advisory Inc | 1,729 | $1.08M | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 1,720 | $1.08M | 0.45% | +1,720 | New |
| Edmond de Rothschild Holding S.A. | 1,716 | $1.07M | 0.02% | +145+9.2% | Added |
| AlphaCore Capital LLC | 1,711 | $1.07M | 0.16% | −21−1.2% | Reduced |
| Privium Fund Management (UK) Ltd | 1,704 | $1.07M | 0.72% | +1,704 | New |
| Y.D. More Investments Ltd | 1,685 | $1.05M | 0.22% | 00.0% | Unchanged |
| Optas, LLC | 1,683 | $1.05M | 0.32% | +24+1.4% | Added |
| Parthenon LLC | 1,675 | $1.05M | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,675 | $1.05M | 0.12% | +1,675 | New |
| Vance Wealth, Inc. | 1,673 | $1.05M | 0.45% | −2−0.1% | Reduced |
| WSFS Capital Management, LLC | 1,672 | $1.05M | 0.07% | −5−0.3% | Reduced |
| Marcum Wealth, LLC | 1,664 | $1.04M | 0.11% | −2−0.1% | Reduced |
| Heritage Investors Management Corp | 1,660 | $1.04M | 0.04% | +1,660 | New |
| Mount Yale Investment Advisors, LLC | 1,660 | $1.04M | 0.10% | +1+0.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,660 | $1.04M | 0.50% | −132−7.4% | Reduced |
| BFSG, LLC | 1,655 | $1.03M | 0.15% | −108−6.1% | Reduced |
| BayBridge Capital Group, LLC | 1,690 | $1.03M | 0.96% | +1,690 | New |
| Boston Family Office LLC | 1,649 | $1.03M | 0.08% | −40−2.4% | Reduced |
| Proficio Capital Partners LLC | 1,643 | $1.03M | 0.13% | +4+0.2% | Added |
| Great Lakes Retirement, Inc. | 1,642 | $1.03M | 0.17% | −64−3.8% | Reduced |
| United Bank | 1,642 | $1.03M | 0.13% | −6−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,730 | $1.02M | 0.25% | +1,730 | New |
| Legacy Capital Group California, Inc. | 1,637 | $1.02M | 0.40% | −12−0.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,636 | $1.02M | 0.35% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,633 | $1.02M | 0.27% | +11+0.7% | Added |
| Little House Capital LLC | 1,629 | $1.02M | 0.37% | +14+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 1,668 | $1.02M | 0.23% | +1,266+314.9% | Added |
| Fort Pitt Capital Group, LLC | 1,621 | $1.01M | 0.03% | +297+22.4% | Added |
| Tritonpoint Wealth, LLC | 1,618 | $1.01M | 0.10% | +1,618 | New |
| Elmwood Wealth Management, Inc. | 1,615 | $1.01M | 0.71% | −1,187−42.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,611 | $1.01M | 0.22% | +183+12.8% | Added |
| Advisors Capital Management, LLC | 1,604 | $1.00M | 0.02% | +330+25.9% | Added |
| Close Asset Management Ltd | 1,601 | $1.00M | 0.04% | +1,139+246.5% | Added |
| First Financial Bank - Trust Division | 1,600 | $1.00M | 0.10% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,533 | $997.4K | 0.51% | −371−19.5% | Reduced |
| Signature Resources Capital Management, LLC | 1,584 | $990.0K | 0.90% | +1,584 | New |
| Cooper Financial Group | 1,582 | $988.5K | 0.18% | +481+43.7% | Added |
| Symphony Financial, Ltd. Co. | 1,626 | $980.8K | 0.21% | +606+59.4% | Added |
| JFS Wealth Advisors, LLC | 1,564 | $977.6K | 0.08% | +16+1.0% | Added |
| Jump Financial, LLC | 1,562 | $976.3K | 0.03% | +811+108.0% | Added |
| Balyasny Asset Management LLC | 1,561 | $975.7K | 0.00% | −59,624−97.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,550 | $968.5K | 0.25% | −3−0.2% | Reduced |
| Syon Capital LLC | 1,540 | $962.6K | 0.10% | +715+86.7% | Added |
| 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 |
| Heritage Wealth Advisors | 1,534 | $959.1K | 0.05% | 00.0% | Unchanged |
| Sonnipe Ltd | 1,530 | $956.3K | 0.12% | −530−25.7% | Reduced |
| Trust Point Inc. | 1,524 | $952.5K | 0.08% | +1,524 | New |
| Smithfield Trust Co | 1,510 | $949.0K | 0.05% | −52−3.3% | Reduced |
| Curated Wealth Partners LLC | 1,517 | $948.2K | 0.15% | +104+7.4% | Added |
| IHT Wealth Management, LLC | 1,501 | $937.8K | 0.04% | +87+6.2% | Added |
| Texas Capital Bancshares Inc | 1,494 | $933.8K | 0.50% | +1+0.1% | Added |
| Avantax Planning Partners, Inc. | 1,490 | $931.0K | 0.04% | −77−4.9% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $928.8K | 0.36% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,478 | $923.8K | 0.10% | +65+4.6% | Added |
| Oliver Luxxe Assets LLC | 1,475 | $921.9K | 0.22% | −50−3.3% | Reduced |
| AMG National Trust Bank | 1,474 | $921.3K | 0.03% | +118+8.7% | Added |
| Intrust Bank NA | 1,473 | $920.7K | 0.11% | −15−1.0% | Reduced |
| HBK Sorce Advisory LLC | 1,471 | $919.5K | 0.04% | −84−5.4% | Reduced |
| Gryphon Financial Partners LLC | 1,635 | $919.3K | 0.16% | +393+31.6% | Added |
| Sentry Investment Management LLC | 1,469 | $918.0K | 0.39% | −158−9.7% | Reduced |