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
- 1,918
- +200 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
- 299
- 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 |
|---|---|---|---|---|---|
| Umb Bank N A | 103,206 | $64.5M | 0.94% | −1,253−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 101,818 | $63.6M | 1.24% | +4,922+5.1% | Added |
| Pinebridge Investments, L.P. | 101,241 | $63.3M | 0.59% | +12,441+14.0% | Added |
| Investment House LLC | 100,191 | $62.6M | 4.43% | −1,119−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 99,165 | $62.0M | 0.28% | +99,165 | New |
| Comerica Bank | 97,862 | $61.2M | 0.28% | +10.0% | Added |
| Baird Financial Group, Inc. | 95,564 | $59.7M | 0.14% | +36,299+61.2% | Added |
| Palestra Capital Management LLC | 95,365 | $59.6M | 2.96% | −52,079−35.3% | Reduced |
| NS Partners Ltd | 95,313 | $59.6M | 2.90% | −108−0.1% | Reduced |
| Mar Vista Investment Partners LLC | 94,823 | $59.3M | 2.70% | −5,807−5.8% | Reduced |
| British Columbia Investment Management Corp | 94,662 | $59.2M | 0.48% | +6,799+7.7% | Added |
| Keybank National Association | 93,264 | $58.3M | 0.26% | −1,813−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 93,008 | $58.1M | 0.15% | −33,936−26.7% | Reduced |
| DnB Asset Management AS | 92,279 | $57.7M | 0.30% | +2,952+3.3% | Added |
| DF Dent & Co Inc | 92,214 | $57.6M | 0.76% | −772−0.8% | Reduced |
| Sather Financial Group Inc | 90,555 | $56.6M | 4.19% | −689−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 89,815 | $56.1M | 0.23% | +10,769+13.6% | Added |
| Degroof Petercam Asset Management | 88,906 | $55.6M | 0.73% | +88,906 | New |
| Connectus Wealth, LLC | 87,116 | $54.7M | 1.12% | −2,976−3.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 87,314 | $54.6M | 0.70% | −6,700−7.1% | Reduced |
| Birch Hill Investment Advisors LLC | 85,470 | $53.4M | 2.84% | +1,704+2.0% | Added |
| Erste Asset Management GmbH | 84,815 | $53.3M | 0.78% | +3,197+3.9% | Added |
| Colony Group, LLC | 84,178 | $52.6M | 0.69% | +84,178 | New |
| Guggenheim Capital LLC | 83,812 | $52.4M | 0.40% | +8,475+11.2% | Added |
| Martingale Asset Management L P | 82,427 | $51.5M | 1.05% | −7,661−8.5% | Reduced |
| Nissay Asset Management Corp | 81,905 | $51.2M | 0.41% | +7,334+9.8% | Added |
| MetLife Investment Management | 79,159 | $49.5M | 0.36% | −1,363−1.7% | Reduced |
| Arizona State Retirement System | 78,849 | $49.3M | 0.37% | −423−0.5% | Reduced |
| Regions Financial Corp | 78,620 | $49.1M | 0.40% | −1,214−1.5% | Reduced |
| Artemis Investment Management LLP | 78,210 | $48.9M | 0.72% | −62,620−44.5% | Reduced |
| CIBC Asset Management Inc | 77,995 | $48.7M | 0.18% | +75+0.1% | Added |
| Bowie Capital Management, LLC | 77,467 | $48.4M | 5.47% | +6,829+9.7% | Added |
| Allspring Global Investments Holdings, LLC | 76,738 | $48.0M | 0.08% | −5,003−6.1% | Reduced |
| Alta Capital Management LLC | 75,624 | $47.3M | 3.05% | −1,933−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 75,404 | $47.2M | 0.08% | −36,155−32.4% | Reduced |
| Dearborn Partners LLC | 75,438 | $47.2M | 1.72% | −1,539−2.0% | Reduced |
| Forsta Ap-Fonden | 75,000 | $46.9M | 0.47% | −2,300−3.0% | Reduced |
| Teacher Retirement System of Texas | 74,728 | $46.7M | 0.32% | −1,938−2.5% | Reduced |
| Suncoast Equity Management | 73,707 | $46.1M | 6.08% | +528+0.7% | Added |
| Haverford Trust Co | 73,321 | $45.8M | 0.51% | +2,269+3.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 72,970 | $45.6M | 2.54% | +8,990+14.1% | Added |
| Citadel Advisors LLC | 72,712 | $45.4M | 0.05% | −209,961−74.3% | Reduced |
| Geneva Capital Management LLC | 72,405 | $45.3M | 0.85% | −2,613−3.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 71,864 | $44.9M | 3.39% | −1,806−2.5% | Reduced |
| King Luther Capital Management Corp | 71,755 | $44.8M | 0.22% | +12,563+21.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 66,078 | $43.8M | 0.60% | +66,078 | New |
| NorthCrest Asset Manangement, LLC | 70,020 | $43.8M | 1.66% | +215+0.3% | Added |
| Amalgamated Bank | 69,895 | $43.7M | 0.35% | −3,612−4.9% | Reduced |
| Wilkinson Global Asset Management LLC | 69,232 | $43.3M | 2.99% | −1,528−2.2% | Reduced |
| Asset Advisors Investment Management, LLC | 66,277 | $41.4M | 5.06% | −405−0.6% | Reduced |
| AMF Pensionsforsakring AB | 65,752 | $41.1M | 0.35% | 00.0% | Unchanged |
| Baxter Bros Inc | 65,039 | $40.7M | 5.63% | −610−0.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 64,900 | $40.6M | 0.24% | −957−1.5% | Reduced |
| HighTower Advisors, LLC | 63,665 | $39.9M | 0.07% | +815+1.3% | Added |
| Jane Street Group, LLC | 63,324 | $39.6M | 0.05% | −66,639−51.3% | Reduced |
| Commonwealth Equity Services, LLC | 63,162 | $39.5M | 0.07% | +4,557+7.8% | Added |
| Ycg, LLC | 62,827 | $39.3M | 3.25% | −208−0.3% | Reduced |
| Xponance, Inc. | 61,978 | $38.7M | 0.46% | −148−0.2% | Reduced |
| M&T Bank Corp | 61,816 | $38.6M | 0.14% | −1,465−2.3% | Reduced |
| EULAV Asset Management | 61,813 | $38.6M | 1.19% | −797−1.3% | Reduced |
| Retirement Systems of Alabama | 61,766 | $38.6M | 0.16% | −1,558−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,373 | $38.4M | 0.28% | +5,062+9.0% | Added |
| ThornTree Capital Partners LP | 60,943 | $38.1M | 7.68% | +7,422+13.9% | Added |
| Lannebo Fonder AB | 60,000 | $37.8M | 4.99% | 00.0% | Unchanged |
| Tredje AP-fonden | 59,687 | $37.3M | 0.47% | +14,590+32.4% | Added |
| IFM Investors Pty Ltd | 58,178 | $36.4M | 0.44% | −684−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 57,898 | $36.2M | 0.44% | +7,081+13.9% | Added |
| Texas Permanent School Fund | 57,869 | $36.2M | 0.31% | −20.0% | Reduced |
| Boston Common Asset Management, LLC | 57,645 | $36.0M | 0.82% | −2,825−4.7% | Reduced |
| Lord, Abbett & Co. LLC | 57,117 | $35.7M | 0.13% | −383−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 56,863 | $35.5M | 0.74% | +2,037+3.7% | Added |
| Taurus Asset Management, LLC | 56,574 | $35.4M | 3.82% | −715−1.2% | Reduced |
| APG Asset Management US Inc. | 56,158 | $35.1M | 0.22% | +56,158 | New |
| Quintet Private Bank (Europe) S.A. | 56,051 | $35.0M | 2.18% | −868−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 55,700 | $34.8M | 0.29% | −18,264−24.7% | Reduced |
| Captrust Financial Advisors | 55,032 | $34.4M | 0.12% | −341−0.6% | Reduced |
| Guinness Asset Management LTD | 55,000 | $34.4M | 0.75% | +414+0.8% | Added |
| Gateway Investment Advisers LLC | 54,548 | $34.1M | 0.40% | +5,676+11.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 54,094 | $33.8M | 0.60% | +54,094 | New |
| Zacks Investment Management | 53,817 | $33.6M | 0.41% | −611−1.1% | Reduced |
| Vontobel Holding Ltd. | 53,585 | $33.5M | 0.28% | −5,012−8.6% | Reduced |
| AE Wealth Management LLC | 51,578 | $33.1M | 0.17% | −2,714−5.0% | Reduced |
| Nichols & Pratt Advisers LLP | 52,890 | $33.1M | 2.35% | −318−0.6% | Reduced |
| USS Investment Management Ltd | 52,377 | $32.7M | 0.29% | −3,590−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 52,302 | $32.7M | 0.05% | +34,102+187.4% | Added |
| American Century Companies Inc | 52,119 | $32.6M | 0.02% | −10,514−16.8% | Reduced |
| Oppenheimer Asset Management Inc. | 51,447 | $32.2M | 0.45% | −877−1.7% | Reduced |
| North Star Asset Management Inc | 51,229 | $32.0M | 1.64% | −653−1.3% | Reduced |
| Battery Global Advisors, LLC | 50,850 | $31.8M | 24.35% | +50,850 | New |
| Tower Research Capital LLC (TRC) | 50,642 | $31.7M | 0.39% | +23,217+84.7% | Added |
| Fifth Third Bancorp | 50,401 | $31.5M | 0.13% | +1,117+2.3% | Added |
| Tran Capital Management, L.P. | 50,315 | $31.4M | 3.66% | −4,181−7.7% | Reduced |
| Earnest Partners LLC | 49,919 | $31.2M | 0.16% | −181−0.4% | Reduced |
| Bath Savings Trust Co | 49,155 | $30.7M | 3.44% | +1,689+3.6% | Added |
| Czech National Bank | 49,093 | $30.7M | 0.44% | +139+0.3% | Added |
| Daiwa Securities Group Inc. | 48,486 | $30.3M | 0.19% | +3,681+8.2% | Added |
| Adams Diversified Equity Fund, Inc. | 47,600 | $29.8M | 1.17% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,440 | $29.7M | 0.37% | +300+0.6% | Added |
| Utah Retirement Systems | 47,433 | $29.6M | 0.38% | +346+0.7% | Added |
| Creative Planning | 47,045 | $29.4M | 0.05% | +1,455+3.2% | Added |