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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 1,466 | $916.3K | 0.14% | −1,613−52.4% | Reduced |
| GAMMA Investing LLC | 1,449 | $914.6K | 0.25% | +1,449 | New |
| Community Bank & Trust, Waco, Texas | 1,463 | $914.0K | 0.25% | +77+5.6% | Added |
| Regatta Capital Group, LLC | 1,460 | $912.6K | 0.24% | +201+16.0% | Added |
| Proffitt & Goodson Inc | 1,460 | $912.5K | 0.17% | −5−0.3% | Reduced |
| Grove Bank & Trust | 1,455 | $909.4K | 0.17% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,429 | $893.0K | 0.28% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,424 | $889.9K | 0.24% | +1,424 | New |
| Atomi Financial Group, Inc. | 1,413 | $883.1K | 0.12% | +594+72.5% | Added |
| Gratus Wealth Advisors, LLC | 1,411 | $881.9K | 0.17% | +1,411 | New |
| Westfield Capital Management Co LP | 1,410 | $881.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Alta Wealth Advisors LLC | 1,403 | $877.2K | 0.49% | −95−6.3% | Reduced |
| MorganRosel Wealth Management, LLC | 1,388 | $867.5K | 0.34% | +1,388 | New |
| Verdence Capital Advisors LLC | 1,388 | $867.3K | 0.08% | −11−0.8% | Reduced |
| Simon Quick Advisors, LLC | 1,386 | $866.3K | 0.08% | +51+3.8% | Added |
| Ancora Advisors, LLC | 1,382 | $863.9K | 0.02% | +108+8.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,377 | $860.7K | 0.13% | +1,377 | New |
| PFC Capital Group, Inc. | 1,375 | $859.0K | 0.51% | +1,375 | New |
| Summit Financial, LLC | 1,369 | $855.7K | 0.06% | +104+8.2% | Added |
| Smith, Salley & Associates | 1,369 | $855.6K | 0.06% | +92+7.2% | Added |
| SRN Advisors, LLC | 1,366 | $853.8K | 0.77% | −590−30.2% | Reduced |
| Howland Capital Management LLC | 1,365 | $853.2K | 0.05% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,361 | $850.9K | 0.15% | +3+0.2% | Added |
| Conestoga Capital Advisors, LLC | 1,360 | $850.0K | 0.01% | −10−0.7% | Reduced |
| Eastern Bank | 1,356 | $847.5K | 0.04% | −5−0.4% | Reduced |
| Level Four Advisory Services, LLC | 1,354 | $846.4K | 0.05% | +18+1.3% | Added |
| Fulton Bank, N.A. | 1,350 | $843.8K | 0.04% | −22−1.6% | Reduced |
| Global Retirement Partners, LLC | 1,394 | $842.0K | 0.04% | +57+4.3% | Added |
| MMBG Investment Advisors Co. | 1,345 | $840.7K | 0.10% | 00.0% | Unchanged |
| Heritage Trust Co | 1,337 | $835.7K | 0.12% | +674+101.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,335 | $834.4K | 0.14% | −15−1.1% | Reduced |
| Keel Point, LLC | 1,331 | $831.9K | 0.10% | +131+10.9% | Added |
| Spinnaker Trust | 1,329 | $830.7K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $830.7K | 0.24% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,328 | $829.9K | 0.01% | +3+0.2% | Added |
| First Affirmative Financial Network | 1,325 | $828.4K | 0.66% | +13+1.0% | Added |
| Fiera Capital Corp | 1,323 | $826.9K | 0.00% | −1,081−45.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,320 | $825.0K | 0.71% | +130+10.9% | Added |
| Geneos Wealth Management Inc. | 1,319 | $824.2K | 0.04% | −69−5.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,316 | $822.6K | 0.35% | −86−6.1% | Reduced |
| Act Wealth Management, LLC | 1,315 | $821.9K | 0.44% | −11−0.8% | Reduced |
| PAX Financial Group, LLC | 1,257 | $820.9K | 0.17% | −140−10.0% | Reduced |
| Jarislowsky, Fraser Ltd | 1,311 | $819.4K | 0.00% | +1,311 | New |
| Elevated Capital Advisors, LLC | 1,301 | $813.2K | 0.25% | +23+1.8% | Added |
| South Dakota Investment Council | 1,300 | $813.0K | 0.02% | −300−18.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,285 | $807.0K | 0.10% | −81−5.9% | Reduced |
| WR Wealth Planners, LLC | 1,291 | $806.9K | 0.30% | +137+11.9% | Added |
| Glenview Trust Co | 1,291 | $806.9K | 0.02% | +260+25.2% | Added |
| Childress Capital Advisors, LLC | 1,289 | $805.7K | 0.24% | −118−8.4% | Reduced |
| FineMark National Bank & Trust | 1,284 | $802.5K | 0.03% | −85−6.2% | Reduced |
| Baldwin Brothers Inc | 1,283 | $801.9K | 0.06% | +28+2.2% | Added |
| SS&H Financial Advisors, Inc. | 1,275 | $797.0K | 0.34% | −2−0.2% | Reduced |
| New Hampshire Trust | 1,272 | $795.0K | 0.19% | −10−0.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,269 | $793.0K | 0.42% | +4+0.3% | Added |
| Ramiah Investment Group | 1,258 | $786.3K | 0.74% | −339−21.2% | Reduced |
| Buckingham Capital Management, Inc. | 1,253 | $783.2K | 0.10% | +844+206.4% | Added |
| Everpar Advisors LLC | 1,251 | $781.9K | 0.36% | +1,251 | New |
| Cardiff Park Advisors, LLC | 1,248 | $780.0K | 0.09% | +3+0.2% | Added |
| Plimoth Trust Co LLC | 1,245 | $778.2K | 0.22% | −60−4.6% | Reduced |
| Arkadios Wealth Advisors | 1,242 | $776.6K | 0.07% | −179−12.6% | Reduced |
| VCI Wealth Management LLC | 1,242 | $776.3K | 0.47% | +1,242 | New |
| Meridian Wealth Management, LLC | 1,240 | $775.1K | 0.05% | −1,100−47.0% | Reduced |
| North Star Investment Management Corp. | 1,240 | $775.0K | 0.06% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,239 | $774.4K | 0.20% | +1,239 | New |
| Applied Capital LLC | 1,237 | $773.2K | 0.71% | −145−10.5% | Reduced |
| 1st Source Bank | 1,230 | $768.8K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,230 | $768.5K | 0.17% | +51+4.3% | Added |
| We Are One Seven, LLC | 1,229 | $768.2K | 0.04% | −60−4.7% | Reduced |
| Fiduciary Family Office, LLC | 1,228 | $767.7K | 0.34% | +1,228 | New |
| SageView Advisory Group, LLC | 1,184 | $766.8K | 0.03% | +697+143.1% | Added |
| Busey Wealth Management | 1,221 | $763.2K | 0.03% | +1,221 | New |
| Avitas Wealth Management LLC | 1,216 | $760.0K | 0.13% | +335+38.0% | Added |
| Money Concepts Capital Corp | 1,212 | $758.0K | 0.07% | −55−4.3% | Reduced |
| Wealth Architects, LLC | 1,210 | $756.3K | 0.11% | +33+2.8% | Added |
| Principle Wealth Partners LLC | 1,210 | $756.1K | 0.07% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,207 | $754.0K | 0.06% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,204 | $752.5K | 0.06% | −30−2.4% | Reduced |
| Geller Advisors LLC | 1,203 | $751.9K | 0.07% | +20+1.7% | Added |
| Authentikos Wealth Advisory, LLC | 1,191 | $744.4K | 0.79% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,189 | $743.4K | 0.09% | +186+18.5% | Added |
| Donoghue Forlines LLC | 1,188 | $742.5K | 0.23% | −81−6.4% | Reduced |
| Saranac Partners Ltd | 1,185 | $740.7K | 0.49% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,182 | $738.8K | 0.04% | +72+6.5% | Added |
| Desjardins Global Asset Management Inc. | 1,181 | $738.3K | 0.08% | +16+1.4% | Added |
| DGS Capital Management, LLC | 1,179 | $737.1K | 0.28% | −113−8.7% | Reduced |
| First Citizens Bank & Trust Co | 1,178 | $736.3K | 0.01% | −653−35.7% | Reduced |
| Whalerock Point Partners, LLC | 1,176 | $735.0K | 0.23% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,170 | $731.3K | 0.05% | −18−1.5% | Reduced |
| Virtus ETF Advisers LLC | 1,161 | $725.7K | 0.46% | −355−23.4% | Reduced |
| Van Hulzen Asset Management, LLC | 1,156 | $722.0K | 0.05% | −3,558−75.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,155 | $721.9K | 0.08% | +94+8.9% | Added |
| Reynders McVeigh Capital Management, LLC | 1,152 | $720.0K | 0.05% | −5−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 1,151 | $719.4K | 0.11% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,147 | $717.1K | 0.02% | +92+8.7% | Added |
| Equitable Holdings, Inc. | 1,147 | $716.8K | 0.01% | +106+10.2% | Added |
| MJP Associates Inc | 1,143 | $714.6K | 0.19% | +52+4.8% | Added |
| DRW Securities, LLC | 1,141 | $713.2K | 0.02% | −604−34.6% | Reduced |
| First Commonwealth Financial Corp | 1,137 | $710.7K | 0.22% | −170−13.0% | Reduced |