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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 675 | $421.9K | 0.07% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $421.3K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 672 | $420.0K | 0.20% | 00.0% | Unchanged |
| Baker Boyer National Bank | 670 | $418.8K | 0.15% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 661 | $413.1K | 0.26% | +661 | New |
| Schnieders Capital Management LLC | 660 | $412.5K | 0.09% | −468−41.5% | Reduced |
| Bigelow Investment Advisors, LLC | 659 | $411.9K | 0.22% | +15+2.3% | Added |
| Ewa, LLC | 644 | $411.6K | 0.20% | +24+3.9% | Added |
| Glen Eagle Advisors, LLC | 657 | $410.7K | 0.09% | −11−1.6% | Reduced |
| KCM Investment Advisors LLC | 657 | $410.4K | 0.02% | −18−2.7% | Reduced |
| Triad Investment Management | 656 | $410.0K | 0.54% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 655 | $409.4K | 0.22% | −131−16.7% | Reduced |
| Thomasville National Bank | 655 | $409.4K | 0.04% | −66−9.2% | Reduced |
| Rehmann Capital Advisory Group | 654 | $409.1K | 0.03% | +46+7.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 650 | $406.4K | 0.02% | +65+11.1% | Added |
| 9258 Wealth Management, LLC | 650 | $406.3K | 0.07% | +146+29.0% | Added |
| Brown Shipley& Co Ltd | 647 | $404.4K | 0.20% | −741−53.4% | Reduced |
| Capital Advisors, Ltd. LLC | 642 | $401.0K | 0.06% | +31+5.1% | Added |
| Wealthcare Advisory Partners LLC | 641 | $400.8K | 0.02% | +84+15.1% | Added |
| Moors & Cabot, Inc. | 640 | $400.3K | 0.02% | +27+4.4% | Added |
| Hummer Financial Advisory Services Inc | 640 | $400.0K | 0.37% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 638 | $398.6K | 0.13% | +163+34.3% | Added |
| Ifrah Financial Services, Inc. | 636 | $397.4K | 0.12% | −75−10.5% | Reduced |
| Somerville Kurt F | 630 | $393.8K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 630 | $393.8K | 0.03% | +10+1.6% | Added |
| Belpointe Asset Management LLC | 628 | $393.1K | 0.03% | +29+4.8% | Added |
| Hillsdale Investment Management Inc. | 628 | $392.5K | 0.03% | +1+0.2% | Added |
| Camden National Bank | 624 | $390.0K | 0.07% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 624 | $390.0K | 0.38% | +624 | New |
| Bragg Financial Advisors, Inc | 620 | $387.5K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 619 | $387.0K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 616 | $385.0K | 0.19% | +14+2.3% | Added |
| Essex Savings Bank | 615 | $384.4K | 0.11% | +165+36.7% | Added |
| Tanager Wealth Management LLP | 614 | $383.8K | 0.07% | 00.0% | Unchanged |
| Pacific Wealth Management | 613 | $383.1K | 0.22% | +105+20.7% | Added |
| Valtinson Bruner Financial Planning LLC | 612 | $382.5K | 0.20% | +7+1.2% | Added |
| Hills Bank & Trust Co | 611 | $381.9K | 0.04% | +25+4.3% | Added |
| TCTC Holdings, LLC | 609 | $380.6K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 609 | $380.6K | 0.10% | +15+2.5% | Added |
| HCR Wealth Advisors | 606 | $378.8K | 0.06% | +606 | New |
| Wealth Management Partners, LLC | 605 | $378.1K | 0.21% | +54+9.8% | Added |
| Newman Dignan & Sheerar, Inc. | 600 | $375.0K | 0.11% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $375.0K | 0.15% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 600 | $375.0K | 0.15% | 00.0% | Unchanged |
| Resources Management Corp | 600 | $375.0K | 0.06% | 00.0% | Unchanged |
| Westwood Management Corp | 600 | $375.0K | 0.14% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $375.0K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $375.0K | 0.18% | 00.0% | Unchanged |
| Hartline Investment Corp | 594 | $371.3K | 0.06% | 00.0% | Unchanged |
| Windmill Hill Asset Management Ltd | 594 | $371.3K | 0.22% | +594 | New |
| Relyea Zuckerberg Hanson LLC | 587 | $366.9K | 0.07% | +9+1.6% | Added |
| Cornercap Investment Counsel Inc | 585 | $365.6K | 0.06% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 585 | $365.6K | 0.07% | +100+20.6% | Added |
| KG&L Capital Management,LLC | 585 | $365.6K | 0.15% | +585 | New |
| Lakeview Capital Partners, LLC | 584 | $365.1K | 0.06% | +37+6.8% | Added |
| Endowment Wealth Management, Inc. | 584 | $365.0K | 0.30% | −18−3.0% | Reduced |
| Cedar Mountain Advisors, LLC | 583 | $364.5K | 0.10% | +1+0.2% | Added |
| Crescent Sterling, Ltd. | 583 | $364.4K | 0.36% | −9−1.5% | Reduced |
| Csenge Advisory Group | 579 | $361.9K | 0.02% | +50+9.5% | Added |
| LWMG, LLC | 577 | $360.8K | 0.09% | +25+4.5% | Added |
| Geneva Partners, LLC | 576 | $360.0K | 0.20% | +576 | New |
| Eagle Ridge Investment Management | 575 | $359.4K | 0.04% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 575 | $359.4K | 0.28% | +575 | New |
| New England Research & Management, Inc. | 575 | $359.0K | 0.19% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 574 | $358.7K | 0.10% | +1+0.2% | Added |
| FCG Investment Co | 573 | $358.1K | 0.35% | +573 | New |
| XML Financial, LLC | 570 | $356.3K | 0.04% | +50+9.6% | Added |
| Gradient Capital Advisors, LLC | 567 | $354.4K | 0.13% | −2−0.4% | Reduced |
| Fortitude Family Office, LLC | 566 | $353.8K | 0.26% | +566 | New |
| Perennial Investment Advisors, LLC | 563 | $351.9K | 0.06% | −5−0.9% | Reduced |
| Coastline Trust Co | 561 | $350.6K | 0.05% | −20−3.4% | Reduced |
| Winslow Capital Management, LLC | 559 | $349.4K | 0.00% | −132−19.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 556 | $347.5K | 0.07% | −488−46.7% | Reduced |
| Western Wealth Management, LLC | 548 | $342.7K | 0.02% | +155+39.4% | Added |
| Salem Investment Counselors Inc | 545 | $340.6K | 0.01% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 544 | $340.1K | 0.08% | +30+5.8% | Added |
| Kuhn & Co Investment Counsel | 543 | $339.4K | 0.35% | +543 | New |
| South State Corp. | 536 | $335.0K | 0.03% | −77−12.6% | Reduced |
| Martin & Co Inc | 534 | $333.8K | 0.08% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 534 | $333.8K | 0.27% | +129+31.9% | Added |
| Sivia Capital Partners, LLC | 532 | $332.6K | 0.25% | +532 | New |
| Intelligence Driven Advisers, LLC | 526 | $332.1K | 0.05% | 00.0% | Unchanged |
| RHS Financial, LLC | 530 | $331.3K | 0.21% | −15−2.8% | Reduced |
| Keating Investment Counselors Inc | 530 | $331.3K | 0.12% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 529 | $330.6K | 0.14% | −95−15.2% | Reduced |
| Portside Wealth Group, LLC | 526 | $328.8K | 0.06% | +32+6.5% | Added |
| Studio Investment Management LLC | 524 | $327.5K | 0.08% | −82−13.5% | Reduced |
| Grandfield & Dodd, LLC | 523 | $326.9K | 0.02% | −8−1.5% | Reduced |
| JB Capital LLC | 520 | $325.5K | 0.02% | −9−1.7% | Reduced |
| Tobam | 515 | $322.0K | 0.03% | +488+1,807.4% | Added |
| Ted Buchan & Co | 515 | $321.9K | 0.23% | 00.0% | Unchanged |
| Corundum Group, Inc. | 511 | $319.4K | 0.16% | +7+1.4% | Added |
| Tufton Capital Management | 510 | $318.8K | 0.07% | −10−1.9% | Reduced |
| Ledyard National Bank | 508 | $317.5K | 0.03% | +508 | New |
| Inscription Capital, LLC | 506 | $316.3K | 0.09% | +6+1.2% | Added |
| CVA Family Office, LLC | 505 | $315.6K | 0.06% | +10+2.0% | Added |
| ICA Group Wealth Management, LLC | 504 | $315.0K | 0.07% | −65−11.4% | Reduced |
| Covenant Partners, LLC | 504 | $315.0K | 0.10% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 503 | $314.4K | 0.16% | +503 | New |
| FinTrust Capital Advisors, LLC | 502 | $313.8K | 0.06% | +140+38.7% | Added |