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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 1,270 | $313.3K | 0.01% | +1,270 | New |
| Synergy Financial Group, LTD | 501 | $313.1K | 0.38% | +6+1.2% | Added |
| Eagle Strategies LLC | 501 | $312.9K | 0.07% | +2+0.4% | Added |
| Reinhart Partners, Inc. | 500 | $312.5K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $312.5K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $312.5K | 0.20% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $312.5K | 0.05% | +500 | New |
| Hollencrest Capital Management | 499 | $312.0K | 0.03% | +2+0.4% | Added |
| GTS Securities LLC | 499 | $311.9K | 0.01% | −2,557−83.7% | Reduced |
| Kure Advisory, LLC | 498 | $311.3K | 0.16% | −15−2.9% | Reduced |
| 3Chopt Investment Partners, LLC | 498 | $311.3K | 0.11% | +498 | New |
| West Coast Financial LLC | 497 | $310.7K | 0.04% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $310.6K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 496 | $310.0K | 0.05% | +47+10.5% | Added |
| Grunden Financial Advisory, Inc. | 494 | $308.8K | 0.17% | +494 | New |
| True North Advisors, LLC | 493 | $308.1K | 0.08% | +78+18.8% | Added |
| Aft, Forsyth & Company, Inc. | 493 | $308.1K | 0.19% | +493 | New |
| Vigilare Wealth Management | 492 | $307.5K | 0.16% | −5−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 490 | $306.4K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 520 | $306.2K | 0.04% | −211−28.9% | Reduced |
| D'Orazio & Associates, Inc. | 489 | $305.7K | 0.05% | +52+11.9% | Added |
| Glassman Wealth Services | 483 | $301.9K | 0.04% | −2−0.4% | Reduced |
| Sage Rhino Capital LLC | 480 | $300.0K | 0.08% | +4+0.8% | Added |
| Capital Investment Counsel, LLC | 480 | $300.0K | 0.11% | +480 | New |
| Kovack Advisors, Inc. | 478 | $298.9K | 0.04% | +478 | New |
| Sandy Spring Bank | 477 | $298.1K | 0.01% | −34−6.7% | Reduced |
| First Trust Investment Solutions L.P. | 477 | $298.1K | 0.06% | +477 | New |
| StoneX Group Inc. | 477 | $298.1K | 0.03% | −80−14.4% | Reduced |
| Carlson Capital Management | 476 | $297.5K | 0.02% | −15−3.1% | Reduced |
| Ground Swell Capital, LLC | 474 | $296.3K | 1.09% | +474 | New |
| Correct Capital Wealth Management | 474 | $296.1K | 0.07% | +474 | New |
| Darwin Advisors, LLC | 473 | $295.7K | 0.08% | −83−14.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 472 | $295.0K | 0.10% | +472 | New |
| Tennessee Valley Asset Management Partners | 470 | $294.0K | 0.08% | 00.0% | Unchanged |
| Wynn Capital, LLC | 470 | $293.8K | 0.24% | +470 | New |
| Bremer Bank National Association | 464 | $290.0K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 463 | $289.4K | 0.04% | 00.0% | Unchanged |
| BIP Wealth, LLC | 455 | $284.4K | 0.02% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 454 | $283.8K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 454 | $283.8K | 0.25% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 454 | $283.8K | 0.12% | +49+12.1% | Added |
| Sepio Capital, LP | 452 | $282.5K | 0.02% | −74−14.1% | Reduced |
| McClarren Financial Advisors, Inc. | 451 | $282.0K | 0.21% | +1+0.2% | Added |
| Matrix Asset Advisors Inc | 450 | $281.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 449 | $280.8K | 0.03% | +16+3.7% | Added |
| Venture Visionary Partners LLC | 449 | $280.6K | 0.01% | +6+1.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 448 | $280.0K | 0.03% | −14−3.0% | Reduced |
| 180 Wealth Advisors, LLC | 463 | $279.5K | 0.06% | −5−1.1% | Reduced |
| Oxbow Advisors, LLC | 447 | $279.4K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 446 | $278.8K | 0.07% | −438−49.5% | Reduced |
| Guyasuta Investment Advisors Inc | 446 | $278.8K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 473 | $278.4K | 0.10% | +1+0.2% | Added |
| Manchester Capital Management LLC | 445 | $278.1K | 0.04% | +38+9.3% | Added |
| Powell Investment Advisors, LLC | 445 | $278.1K | 0.15% | 00.0% | Unchanged |
| Capital Advisors Inc | 445 | $278.1K | 0.01% | +9+2.1% | Added |
| West Family Investments, Inc. | 441 | $275.6K | 0.09% | −7−1.6% | Reduced |
| M3 Advisory Group, LLC | 440 | $275.0K | 0.32% | +440 | New |
| CV Advisors LLC | 439 | $274.4K | 0.20% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 436 | $272.5K | 0.22% | +436 | New |
| 360 Financial, Inc. | 436 | $272.4K | 0.12% | +436 | New |
| Wintrust Investments LLC | 436 | $272.0K | 0.03% | +31+7.7% | Added |
| Acropolis Investment Management, LLC | 435 | $271.9K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 450 | $271.7K | 0.08% | −27−5.7% | Reduced |
| Founders Financial Alliance, LLC | 435 | $271.7K | 0.11% | +9+2.1% | Added |
| Gilliland Jeter Wealth Management LLC | 434 | $271.4K | 0.11% | +434 | New |
| Etesian Wealth Advisors, Inc. | 432 | $271.3K | 0.16% | −90−17.2% | Reduced |
| Malaga Cove Capital, LLC | 432 | $270.0K | 0.11% | −290−40.2% | Reduced |
| Scarborough Advisors, LLC | 431 | $269.6K | 0.06% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 431 | $269.4K | 0.03% | +431 | New |
| Convergence Investment Partners, LLC | 431 | $269.0K | 0.14% | −1−0.2% | Reduced |
| Trustmark National Bank Trust Department | 430 | $268.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 410 | $266.7K | 0.01% | −156−27.6% | Reduced |
| BlueChip Wealth Advisors LLC | 426 | $266.3K | 0.19% | +426 | New |
| Advanced Asset Management Advisors Inc | 425 | $265.6K | 0.06% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 425 | $265.6K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 424 | $265.1K | 0.13% | +74+21.1% | Added |
| Crew Capital Management, Ltd. | 424 | $265.0K | 0.27% | −2,194−83.8% | Reduced |
| Atticus Wealth Management, LLC | 424 | $265.0K | 0.09% | +3+0.7% | Added |
| Wade Financial Advisory, Inc | 422 | $263.8K | 0.10% | −25−5.6% | Reduced |
| NovaPoint Capital, LLC | 422 | $263.8K | 0.10% | +422 | New |
| Baker Avenue Asset Management, LP | 420 | $262.5K | 0.01% | −80−16.0% | Reduced |
| Jeppson Wealth Management, LLC | 418 | $261.3K | 0.11% | −9−2.1% | Reduced |
| World Equity Group, Inc. | 418 | $261.3K | 0.05% | +418 | New |
| Sage Private Wealth Group, LLC | 416 | $260.3K | 0.23% | +416 | New |
| Echo45 Advisors LLC | 416 | $260.0K | 0.20% | −21−4.8% | Reduced |
| Concentrum Wealth Management | 413 | $258.1K | 0.13% | −42−9.2% | Reduced |
| West Bancorporation Inc | 412 | $257.5K | 0.17% | +412 | New |
| Arete Wealth Advisors, LLC | 411 | $256.9K | 0.02% | −11−2.6% | Reduced |
| Five Oceans Advisors | 411 | $256.9K | 0.14% | −1−0.2% | Reduced |
| Values Added Financial LLC | 410 | $256.3K | 0.21% | −28−6.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 410 | $256.3K | 0.10% | +10+2.5% | Added |
| Semus Wealth Partners LLC | 410 | $256.0K | 0.21% | −20−4.7% | Reduced |
| Shepherd Financial Partners LLC | 408 | $255.1K | 0.04% | +9+2.3% | Added |
| Benin Management CORP | 407 | $254.4K | 0.09% | +4+1.0% | Added |
| Prelude Capital Management, LLC | 406 | $253.8K | 0.02% | −148−26.7% | Reduced |
| Amplius Wealth Advisors, LLC | 406 | $253.8K | 0.03% | −3−0.7% | Reduced |
| Colonial Trust Co | 405 | $253.2K | 0.05% | +3+0.7% | Added |
| Pine Harbor Wealth Management, LLC | 401 | $250.8K | 0.19% | +401 | New |
| Summit Financial Group Inc | 401 | $250.6K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 401 | $250.6K | 0.03% | +1+0.3% | Added |