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
- 1,917
- +199 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
- 298
- 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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 1,136 | $710.0K | 0.00% | −125−9.9% | Reduced |
| Exencial Wealth Advisors, LLC | 1,133 | $708.3K | 0.03% | −631−35.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,131 | $706.9K | 0.76% | +1,131 | New |
| 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 |
| Magnus Financial Group LLC | 1,128 | $705.3K | 0.09% | +2+0.2% | Added |
| Parkside Financial Bank & Trust | 1,123 | $701.9K | 0.13% | +170+17.8% | Added |
| Regent Peak Wealth Advisors LLC | 1,123 | $701.7K | 0.19% | +64+6.0% | Added |
| Buckingham Strategic Partners | 1,122 | $701.3K | 0.03% | +15+1.4% | Added |
| Gotham Asset Management, LLC | 1,111 | $694.4K | 0.01% | −2,963−72.7% | 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 |
| Truvestments Capital LLC | 1,107 | $691.7K | 0.31% | −14−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 1,095 | $684.4K | 0.03% | +174+18.9% | Added |
| Meitav Dash Investments Ltd | 1,092 | $684.4K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,094 | $684.0K | 0.10% | +30+2.8% | Added |
| Burney Co | 1,094 | $683.8K | 0.03% | +13+1.2% | Added |
| Evercore Wealth Management, LLC | 1,093 | $683.2K | 0.01% | +14+1.3% | Added |
| NBT Bank N A | 1,092 | $682.5K | 0.05% | +293+36.7% | Added |
| Institute for Wealth Management, LLC. | 1,089 | $680.7K | 0.11% | −20−1.8% | Reduced |
| PDS Planning, Inc | 1,087 | $679.4K | 0.08% | −3−0.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,082 | $676.3K | 0.60% | −38−3.4% | Reduced |
| BBR Partners, LLC | 1,075 | $671.9K | 0.07% | +1,075 | New |
| Argus Investors' Counsel, Inc. | 1,070 | $668.8K | 0.43% | −28−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,064 | $665.0K | 0.30% | +1,064 | New |
| Yarbrough Capital, LLC | 1,055 | $659.4K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,055 | $659.4K | 0.08% | +20+1.9% | Added |
| Tiemann Investment Advisors, LLC | 1,051 | $656.9K | 0.32% | +75+7.7% | Added |
| KMG Fiduciary Partners, LLC | 1,050 | $656.3K | 0.08% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,044 | $652.8K | 0.32% | +1+0.1% | Added |
| InterOcean Capital Group, LLC | 1,040 | $650.0K | 0.02% | +74+7.7% | Added |
| Catalyst Private Wealth, LLC | 1,038 | $648.8K | 0.30% | −70−6.3% | Reduced |
| Breakwater Capital Group | 1,026 | $647.0K | 0.18% | +43+4.4% | Added |
| Wharton Business Group, LLC | 1,035 | $647.0K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,026 | $641.3K | 0.14% | −150−12.8% | Reduced |
| Sand Hill Global Advisors, LLC | 1,020 | $637.5K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,012 | $632.5K | 0.10% | +72+7.7% | Added |
| Krane Funds Advisors LLC | 1,011 | $631.9K | 0.03% | +1,011 | New |
| Legacy Financial Advisors, Inc. | 1,005 | $628.2K | 0.12% | +87+9.5% | Added |
| Custom Index Systems, LLC | 1,005 | $628.1K | 0.40% | +1,005 | New |
| Bull Oak Capital, LLC | 1,003 | $626.9K | 0.16% | −185−15.6% | Reduced |
| UBS Oconnor LLC | 1,000 | $625.0K | 0.02% | −500−33.3% | Reduced |
| RBF Capital, LLC | 1,000 | $625.0K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,000 | $625.0K | 0.16% | −15−1.5% | Reduced |
| Crescent Grove Advisors, LLC | 994 | $621.3K | 0.07% | +3+0.3% | Added |
| Caldwell Trust Co | 994 | $621.3K | 0.08% | +7+0.7% | Added |
| Leavell Investment Management, Inc. | 994 | $621.0K | 0.04% | +133+15.4% | Added |
| Group One Trading, L.P. | 989 | $618.2K | 0.02% | −473−32.4% | Reduced |
| Bell Investment Advisors, Inc | 988 | $617.5K | 0.13% | +105+11.9% | Added |
| Concord Wealth Partners | 987 | $616.9K | 0.12% | +314+46.7% | Added |
| Norden Group LLC | 984 | $615.3K | 0.11% | −263−21.1% | Reduced |
| Traynor Capital Management, Inc. | 982 | $613.8K | 0.07% | +7+0.7% | Added |
| Concord Asset Management, LLC | 978 | $611.3K | 0.18% | +376+62.5% | Added |
| Congress Park Capital LLC | 975 | $609.4K | 0.30% | −250−20.4% | Reduced |
| First National Trust Co | 975 | $609.4K | 0.03% | +84+9.4% | Added |
| MONECO Advisors, LLC | 974 | $608.6K | 0.12% | −1−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 972 | $607.5K | 0.02% | −24−2.4% | Reduced |
| Wealthstar Advisors, LLC | 971 | $606.9K | 0.23% | −162−14.3% | Reduced |
| AtonRa Partners | 970 | $606.3K | 1.21% | −315−24.5% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $606.0K | 0.12% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 969 | $606.0K | 0.02% | +534+122.8% | Added |
| Truepoint, Inc. | 969 | $605.7K | 0.02% | −136−12.3% | Reduced |
| Concorde Asset Management, LLC | 967 | $604.1K | 0.41% | −57−5.6% | Reduced |
| Sage Mountain Advisors LLC | 966 | $603.8K | 0.07% | +144+17.5% | Added |
| MWA Asset Management | 963 | $601.9K | 0.50% | −35−3.5% | Reduced |
| Stablepoint Partners, LLC | 958 | $598.8K | 0.15% | +958 | New |
| Symmetry Partners, LLC | 946 | $594.0K | 0.03% | −93−9.0% | Reduced |
| Braun-Bostich & Associates Inc. | 949 | $593.2K | 0.54% | −1−0.1% | Reduced |
| Chapin Davis, Inc. | 949 | $593.2K | 0.25% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 948 | $592.6K | 0.50% | −132−12.2% | Reduced |
| Essex Financial Services, Inc. | 941 | $588.3K | 0.06% | +66+7.5% | Added |
| RSM US Wealth Management LLC | 938 | $586.3K | 0.02% | −252−21.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 937 | $585.7K | 0.04% | −88−8.6% | Reduced |
| Journey Advisory Group, LLC | 935 | $584.2K | 0.08% | +28+3.1% | Added |
| Financial Advocates Investment Management | 935 | $584.1K | 0.04% | +9+1.0% | Added |
| Fluent Financial, LLC | 933 | $583.1K | 0.35% | −306−24.7% | Reduced |
| Beaumont Financial Advisors, LLC | 932 | $582.5K | 0.05% | +25+2.8% | Added |
| Woodstock Corp | 923 | $576.9K | 0.07% | −21−2.2% | Reduced |
| Integrated Investment Consultants, LLC | 923 | $576.9K | 0.18% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 920 | $575.1K | 0.26% | −74−7.4% | Reduced |
| SFM, LLC | 918 | $573.5K | 0.47% | +918 | New |
| PFG Investments, LLC | 917 | $573.3K | 0.11% | +44+5.0% | Added |
| Trillium Asset Management, LLC | 913 | $571.0K | 0.02% | +913 | New |
| Austin Private Wealth, LLC | 913 | $570.7K | 0.07% | +489+115.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 911 | $569.3K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,112 | $568.2K | 0.45% | −70−5.9% | Reduced |
| Seven Mile Advisory | 906 | $566.3K | 0.49% | +36+4.1% | Added |
| Godsey & Gibb Associates | 905 | $565.7K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 905 | $565.7K | 0.38% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 900 | $562.5K | 0.20% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 900 | $562.5K | 0.07% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $562.5K | 0.32% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 900 | $562.5K | 0.60% | +900 | New |
| Park Edge Advisors, LLC | 899 | $561.9K | 0.19% | +899 | New |
| Axiom Advisory, LLC | 897 | $560.9K | 0.45% | −18−2.0% | Reduced |
| Fortune Financial Advisors, LLC | 892 | $557.5K | 0.39% | +1+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 890 | $556.3K | 0.40% | −12−1.3% | Reduced |
| Allstate Corp | 889 | $555.7K | 0.04% | −150−14.4% | Reduced |
| Horan Capital Advisors, LLC. | 883 | $551.9K | 0.20% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 881 | $550.7K | 0.02% | −2,411−73.2% | Reduced |