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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 880 | $550.0K | 0.16% | +98+12.5% | Added |
| Strategic Blueprint, LLC | 875 | $547.1K | 0.05% | +442+102.1% | Added |
| Wellington Shields Capital Management, LLC | 875 | $546.9K | 0.07% | +875 | New |
| Apeiron RIA LLC | 873 | $545.8K | 0.17% | +42+5.1% | Added |
| Legacy Capital Wealth Partners, LLC | 869 | $543.2K | 0.15% | +85+10.8% | Added |
| Pathway Financial Advisors LLC | 869 | $543.2K | 0.16% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 869 | $543.2K | 0.41% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 869 | $543.1K | 0.15% | +2+0.2% | Added |
| L2 Asset Management, LLC | 866 | $541.3K | 0.22% | −138−13.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 862 | $541.1K | 0.11% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 865 | $540.7K | 0.36% | −124−12.5% | Reduced |
| Epic Trust Investment Advisors, LLC | 863 | $539.7K | 0.72% | +52+6.4% | Added |
| Global Endowment Management, LP | 860 | $537.5K | 0.06% | +860 | New |
| Meadow Creek Wealth Advisors LLC | 858 | $536.3K | 0.52% | +858 | New |
| Vise Technologies, Inc. | 857 | $535.7K | 0.12% | +185+27.5% | Added |
| Financial Advisors Network, Inc. | 853 | $533.2K | 0.11% | +153+21.9% | Added |
| Simmons Bank | 844 | $527.5K | 0.04% | +83+10.9% | Added |
| Plancorp, LLC | 841 | $525.6K | 0.03% | +41+5.1% | Added |
| Prospera Financial Services Inc | 837 | $523.1K | 0.02% | +17+2.1% | Added |
| Motiv8 Investments LLC | 837 | $523.1K | 0.47% | +837 | New |
| NorthStar Asset Management LLC | 837 | $523.1K | 0.48% | +837 | New |
| Partners Capital Investment Group, LLP | 836 | $522.5K | 0.01% | −25−2.9% | Reduced |
| Washington Trust Bank | 835 | $521.9K | 0.05% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 834 | $521.3K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 830 | $518.8K | 0.04% | +39+4.9% | Added |
| Veracity Capital LLC | 830 | $518.7K | 0.21% | +3+0.4% | Added |
| Accurate Wealth Management, LLC | 843 | $513.1K | 0.16% | −60−6.6% | Reduced |
| Maven Securities LTD | 819 | $511.9K | 0.06% | −185−18.4% | Reduced |
| Koshinski Asset Management, Inc. | 817 | $510.8K | 0.08% | −6−0.7% | Reduced |
| Royal Fund Management, LLC | 813 | $508.1K | 0.06% | +39+5.0% | Added |
| Elgethun Capital Management | 806 | $504.0K | 0.14% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 805 | $503.1K | 0.20% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 804 | $502.5K | 0.12% | −6−0.7% | Reduced |
| Alta Advisers Ltd | 800 | $500.0K | 0.27% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 800 | $500.0K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 798 | $499.0K | 0.50% | −92−10.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 797 | $498.3K | 0.10% | +187+30.7% | Added |
| New Century Financial Group, LLC | 797 | $498.1K | 0.43% | +797 | New |
| W.H. Cornerstone Investments Inc. | 797 | $498.0K | 0.39% | +90+12.7% | Added |
| Tyche Wealth Partners LLC | 796 | $497.5K | 0.12% | +796 | New |
| Avenue 1 Advisors, LLC | 795 | $496.9K | 0.22% | +5+0.6% | Added |
| Independent Financial Group, LLC | 794 | $496.3K | 0.03% | +221+38.6% | Added |
| Legacy Bridge, LLC | 787 | $491.9K | 0.32% | +5+0.6% | Added |
| Morris Retirement Advisors, LLC | 785 | $490.6K | 0.32% | +785 | New |
| Family Firm, Inc. | 775 | $484.3K | 0.12% | +2+0.3% | Added |
| BlueSky Wealth Advisors, LLC | 766 | $478.8K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 763 | $478.0K | 0.01% | −1−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 752 | $475.9K | 0.01% | +752 | New |
| Nations Financial Group Inc, | 760 | $475.0K | 0.04% | −3−0.4% | Reduced |
| Power Wealth Management LLC | 759 | $474.4K | 0.34% | +759 | New |
| Ronald Blue Trust, Inc. | 926 | $473.0K | 0.01% | +105+12.8% | Added |
| International Assets Investment Management, LLC | 757 | $473.0K | 0.06% | −23−2.9% | Reduced |
| Transform Wealth, LLC | 755 | $471.9K | 0.05% | −79−9.5% | Reduced |
| Douglas Lane & Associates, LLC | 753 | $470.6K | 0.01% | −14−1.8% | Reduced |
| Gill Capital Partners, LLC | 753 | $470.6K | 0.20% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 752 | $470.0K | 0.30% | −17−2.2% | Reduced |
| Arrow Financial Corp | 750 | $468.8K | 0.05% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 753 | $467.3K | 0.35% | −96−11.3% | Reduced |
| Onefund, LLC | 741 | $463.1K | 0.60% | +741 | New |
| TCI Wealth Advisors, Inc. | 736 | $460.0K | 0.05% | −3−0.4% | Reduced |
| Ambassador Advisors, LLC | 718 | $460.0K | 0.10% | +89+14.1% | Added |
| Rockline Wealth Management, LLC | 734 | $458.8K | 0.19% | +734 | New |
| New Millennium Group LLC | 733 | $458.3K | 0.41% | −3−0.4% | Reduced |
| Clare Market Investments LLC | 733 | $458.1K | 0.16% | +733 | New |
| Private Client Services, LLC | 732 | $457.8K | 0.38% | +732 | New |
| Heartland Bank & Trust Co | 732 | $457.5K | 0.31% | −53−6.8% | Reduced |
| Fishman Jay A Ltd | 732 | $457.5K | 0.05% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 729 | $455.6K | 0.46% | −12−1.6% | Reduced |
| Stegent Equity Advisors, Inc. | 729 | $455.6K | 0.54% | 00.0% | Unchanged |
| Provence Wealth Management Group | 729 | $455.6K | 0.24% | +145+24.8% | Added |
| Keystone Wealth Services, LLC | 729 | $455.6K | 0.16% | +729 | New |
| Southeast Asset Advisors Inc. | 727 | $454.4K | 0.06% | +95+15.0% | Added |
| Johnson Bixby & Associates, LLC | 725 | $453.1K | 0.09% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 724 | $453.0K | 0.10% | +168+30.2% | Added |
| Prestige Wealth Management Group LLC | 721 | $450.7K | 0.10% | +57+8.6% | Added |
| Riverwater Partners LLC | 721 | $450.6K | 0.36% | −18−2.4% | Reduced |
| WP Advisors, LLC | 720 | $450.0K | 0.17% | +1+0.1% | Added |
| Bernardo Wealth Planning LLC | 719 | $449.4K | 0.14% | +1+0.1% | Added |
| Plato Investment Management Ltd | 719 | $449.4K | 0.55% | +719 | New |
| Winthrop Advisory Group LLC | 719 | $449.4K | 0.07% | −1−0.1% | Reduced |
| JJJ Advisors Inc. | 716 | $447.5K | 0.11% | +17+2.4% | Added |
| David Loasby | 754 | $444.1K | 0.05% | −25−3.2% | Reduced |
| Great Diamond Partners, LLC | 709 | $443.1K | 0.11% | +2+0.3% | Added |
| Union Savings Bank | 705 | $440.6K | 0.25% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 702 | $439.4K | 0.22% | +1+0.1% | Added |
| Michael B. Yongue | 702 | $438.8K | 0.39% | −112−13.8% | Reduced |
| Capital Investment Counsel, Inc | 700 | $437.5K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $437.5K | 0.23% | +650+1,300.0% | Added |
| FFT Wealth Management LLC | 699 | $436.9K | 0.04% | +20+2.9% | Added |
| Two Sigma Securities, LLC | 699 | $436.9K | 0.02% | +103+17.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 697 | $435.6K | 0.19% | −44−5.9% | Reduced |
| Mechanics Bank Trust Department | 697 | $435.6K | 0.07% | −20−2.8% | Reduced |
| Rakuten Investment Management, Inc. | 693 | $435.2K | 0.00% | +693 | New |
| Drive Wealth Management, LLC | 695 | $434.3K | 0.14% | +24+3.6% | Added |
| Founders Financial Securities LLC | 693 | $433.1K | 0.05% | +53+8.3% | Added |
| 17 Capital Partners, LLC | 693 | $433.1K | 0.40% | +693 | New |
| Carnegie Capital Asset Management, LLC | 689 | $430.4K | 0.01% | +76+12.4% | Added |
| Waterloo Capital, L.P. | 686 | $428.9K | 0.07% | −121−15.0% | Reduced |
| J.W. Cole Advisors, Inc. | 679 | $424.4K | 0.02% | +679 | New |
| Diversified Investment Strategies, LLC | 675 | $421.9K | 0.31% | 00.0% | Unchanged |