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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 6 | $3.07K | 0.00% | −34−85.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4 | $2.50K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.50K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $2.32K | 0.00% | +4 | New |
| Hazlett, Burt & Watson, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.88K | 0.00% | +1+50.0% | Added |
| Perritt Capital Management Inc | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1 | $635 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $626 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $626 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1 | $625 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $32 | 0.00% | 0 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −508,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −476,834−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −97,401−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −78,800−100.0% | Sold out |
| Susquehanna Capital Management, LLC | 0 | $0 | 0.00% | −65,864−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −64,315−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,087−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −47,042−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −30,001−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,894−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,628−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −9,828−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Bluegrass Capital Partners LP | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Team Hewins, LLC | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| Aft, Forsyth & Sober, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Trellis Advisors, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Financial Advisory Corp | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |