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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 302 | $188.8K | 0.00% | +13+4.5% | Added |
| AdvisorNet Financial, Inc | 295 | $184.4K | 0.02% | +28+10.5% | Added |
| Cetera Trust Company, N.A | 293 | $183.1K | 0.11% | +293 | New |
| Planning Capital Management Corp | 293 | $183.1K | 0.14% | +293 | New |
| Pacific Capital Wealth Advisors, Inc | 288 | $180.0K | 0.05% | +288 | New |
| Centaurus Financial, Inc. | 287 | $179.0K | 0.01% | +287 | New |
| Western Pacific Wealth Management, LP | 278 | $173.8K | 0.13% | −9−3.1% | Reduced |
| Valley National Advisers Inc | 259 | $161.0K | 0.03% | +32+14.1% | Added |
| DT Investment Partners, LLC | 246 | $159.3K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 235 | $146.9K | 0.01% | +24+11.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 233 | $145.6K | 0.09% | +233 | New |
| Delta Asset Management LLC | 230 | $143.8K | 0.01% | +2+0.9% | Added |
| C M Bidwell & Associates Ltd | 226 | $141.3K | 0.10% | +4+1.8% | Added |
| Kapitalo Investimentos Ltda | 226 | $141.3K | 0.03% | +226 | New |
| Main Street Group, LTD | 225 | $140.7K | 0.05% | +225 | New |
| First Manhattan Co | 219 | $136.9K | 0.00% | +104+90.4% | Added |
| Hexagon Capital Partners LLC | 213 | $133.1K | 0.03% | +2+0.9% | Added |
| Islay Capital Management, LLC | 205 | $128.1K | 0.10% | 00.0% | Unchanged |
| United Community Bank | 200 | $125.0K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 200 | $125.0K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 198 | $124.0K | 0.01% | +169+582.8% | Added |
| Birch Capital Management, LLC | 197 | $123.1K | 0.07% | 00.0% | Unchanged |
| St Germain D J Co Inc | 197 | $123.1K | 0.01% | +47+31.3% | Added |
| Sands Capital Management, LLC | 195 | $121.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 195 | $121.9K | 0.03% | +75+62.5% | Added |
| Versant Capital Management, Inc | 190 | $118.8K | 0.04% | −9−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 190 | $118.8K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 182 | $113.8K | 0.06% | +68+59.6% | Added |
| Indiana Trust & Investment Management CO | 180 | $112.5K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 179 | $111.9K | 0.04% | −306−63.1% | Reduced |
| Atlas Capital Advisors LLC | 168 | $105.0K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 165 | $103.1K | 0.11% | −449−73.1% | Reduced |
| Resurgent Financial Advisors LLC | 163 | $101.9K | 0.06% | +2+1.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $101.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 160 | $100.0K | 0.00% | +62+63.3% | Added |
| Fairman Group, LLC | 160 | $100.0K | 0.10% | +160 | New |
| Avalon Trust Co | 157 | $98.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 154 | $96.3K | 0.00% | +20+14.9% | Added |
| Wellington Shields & Co., LLC | 151 | $94.4K | 0.03% | +151 | New |
| NBC Securities, Inc. | 148 | $92.0K | 0.01% | −4−2.6% | Reduced |
| Providence Capital Advisors, LLC | 144 | $90.0K | 0.02% | +125+657.9% | Added |
| Carolinas Wealth Consulting LLC | 143 | $89.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $88.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 139 | $86.9K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $86.9K | 0.00% | −29−17.3% | Reduced |
| McIlrath & Eck, LLC | 135 | $84.6K | 0.01% | +13+10.7% | Added |
| SOA Wealth Advisors, LLC. | 134 | $83.8K | 0.02% | +50+59.5% | Added |
| Private Wealth Management Group, LLC | 131 | $81.9K | 0.04% | +131 | New |
| Ables, Iannone, Moore & Associates, Inc. | 130 | $81.3K | 0.06% | +130 | New |
| Global Financial Private Client, LLC | 129 | $80.6K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 129 | $80.5K | 0.04% | +22+20.6% | Added |
| Princeton Global Asset Management LLC | 127 | $79.2K | 0.02% | +4+3.3% | Added |
| Loomis Sayles & Co L P | 122 | $76.0K | 0.00% | −31−20.3% | Reduced |
| Core Alternative Capital | 121 | $75.7K | 0.01% | −26−17.7% | Reduced |
| Larson Financial Group LLC | 116 | $72.5K | 0.01% | +95+452.4% | Added |
| Caitlin John, LLC | 115 | $72.0K | 0.06% | +115 | New |
| Center for Financial Planning, Inc. | 115 | $71.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 114 | $71.3K | 0.02% | +7+6.5% | Added |
| BKM Wealth Management, LLC | 114 | $71.3K | 0.03% | +114 | New |
| Cornerstone Planning Group LLC | 112 | $70.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 110 | $68.8K | 0.02% | −94−46.1% | Reduced |
| Washington Trust Advisors, Inc. | 110 | $68.6K | 0.01% | −15−12.0% | Reduced |
| Wunderlich Capital Managemnt | 109 | $68.1K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 109 | $68.0K | 0.00% | +5+4.8% | Added |
| SJS Investment Consulting Inc. | 108 | $67.5K | 0.02% | +102+1,700.0% | Added |
| Deseret Mutual Benefit Administrators | 108 | $67.5K | 0.04% | −41−27.5% | Reduced |
| Custom Portfolio Group LLC | 107 | $66.9K | 0.06% | +107 | New |
| Piscataqua Savings Bank | 107 | $66.9K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 102 | $63.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $62.5K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $62.5K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $61.5K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 98 | $61.0K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $56.5K | 0.04% | −1−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $56.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 99 | $56.0K | 0.00% | −7−6.6% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $55.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 87 | $54.5K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $54.4K | 0.04% | −3−3.3% | Reduced |
| O'Dell Group, LLC | 80 | $50.0K | 0.01% | +80 | New |
| Key Financial Inc | 80 | $50.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 77 | $48.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 74 | $46.3K | 0.01% | −5−6.3% | Reduced |
| First United Bank Trust | 74 | $46.3K | 0.02% | +74 | New |
| Tradition Wealth Management, LLC | 74 | $46.0K | 0.00% | +8+12.1% | Added |
| Beaird Harris Wealth Management, LLC | 72 | $45.0K | 0.00% | +72 | New |
| Eagle Bay Advisors LLC | 71 | $44.3K | 0.03% | −8−10.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 68 | $42.5K | 0.01% | +68 | New |
| Atwood & Palmer Inc | 67 | $41.9K | 0.00% | +2+3.1% | Added |
| Barrett & Company, Inc. | 65 | $40.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 65 | $40.6K | 0.00% | +65 | New |
| Tidemark, LLC | 65 | $40.6K | 0.03% | +65 | New |
| Sachetta, LLC | 62 | $38.8K | 0.02% | +62 | New |
| Wetzel Investment Advisors, Inc. | 60 | $38.0K | 0.02% | +60 | New |
| Moisand Fitzgerald Tamayo, LLC | 60 | $37.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 65 | $37.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 56 | $35.5K | 0.00% | +14+33.3% | Added |
| Bogart Wealth, LLC | 55 | $34.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 55 | $34.4K | 0.02% | +5+10.0% | Added |
| Albion Financial Group | 54 | $33.8K | 0.00% | −18−25.0% | Reduced |