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 |
|---|---|---|---|---|---|
| Mariner, LLC | 46,987 | $29.4M | 0.07% | +2,056+4.6% | Added |
| Shelton Capital Management | 46,977 | $29.4M | 0.94% | +6,385+15.7% | Added |
| Manning & Napier Group, LLC | 46,934 | $29.3M | 0.35% | −1,241−2.6% | Reduced |
| 1832 Asset Management L.P. | 46,296 | $28.9M | 0.05% | −10,022−17.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,127 | $28.8M | 0.58% | +42,158+1,062.2% | Added |
| Clifford Swan Investment Counsel LLC | 46,000 | $28.8M | 1.12% | −589−1.3% | Reduced |
| UniSuper Management Pty Ltd | 45,895 | $28.7M | 0.32% | +416+0.9% | Added |
| Cookson Peirce & Co Inc | 45,116 | $28.2M | 1.70% | +5,831+14.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,787 | $28.0M | 0.37% | −271−0.6% | Reduced |
| Pathstone Holdings, LLC | 43,417 | $28.0M | 0.15% | +43,417 | New |
| Candriam Luxembourg S.C.A. | 44,482 | $27.8M | 0.19% | +12,126+37.5% | Added |
| Assetmark, Inc | 44,261 | $27.7M | 0.10% | +5,228+13.4% | Added |
| New York Life Investment Management LLC | 43,948 | $27.5M | 0.28% | +405+0.9% | Added |
| Prio Wealth Limited Partnership | 43,407 | $27.1M | 0.93% | +79+0.2% | Added |
| Cresset Asset Management, LLC | 43,200 | $27.0M | 0.16% | −867−2.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 43,035 | $26.9M | 0.07% | +1,673+4.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $26.8M | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 41,910 | $26.2M | 0.12% | −1,140−2.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 41,802 | $26.1M | 1.19% | −110−0.3% | Reduced |
| Chilton Capital Management LLC | 41,485 | $25.9M | 1.32% | −538−1.3% | Reduced |
| La Banque Postale Asset Management SA | 41,204 | $25.8M | 0.57% | −10,905−20.9% | Reduced |
| Troy Asset Management Ltd | 40,934 | $25.6M | 0.81% | −6,645−14.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,838 | $25.5M | 0.30% | −1,315−3.1% | Reduced |
| State of Alaska, Department of Revenue | 40,659 | $25.4M | 0.30% | −1,845−4.3% | Reduced |
| Wendell David Associates Inc | 40,542 | $25.3M | 2.73% | +1,303+3.3% | Added |
| Brinker Capital Investments, LLC | 42,160 | $25.2M | 0.29% | −3,178−7.0% | Reduced |
| Orion Portfolio Solutions, LLC | 42,160 | $25.2M | 0.29% | −3,178−7.0% | Reduced |
| MML Investors Services, LLC | 40,293 | $25.2M | 0.12% | +8,574+27.0% | Added |
| RMB Capital Management, LLC | 40,144 | $25.1M | 0.77% | −1,405−3.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 40,000 | $25.0M | 0.34% | −10,000−20.0% | Reduced |
| Polar Capital Holdings Plc | 39,540 | $24.7M | 0.17% | −17,459−30.6% | Reduced |
| Moran Wealth Management, LLC | 39,255 | $24.5M | 0.87% | −131−0.3% | Reduced |
| Qube Research & Technologies Ltd | 39,216 | $24.5M | 0.06% | −98,050−71.4% | Reduced |
| Wealthfront Advisers LLC | 39,154 | $24.5M | 0.09% | −1,137−2.8% | Reduced |
| McDaniel Terry & Co | 39,115 | $24.4M | 2.34% | +61+0.2% | Added |
| Louisiana State Employees Retirement System | 39,100 | $24.4M | 0.51% | −400−1.0% | Reduced |
| Hillman Co | 38,994 | $24.4M | 11.46% | −574−1.5% | Reduced |
| Yousif Capital Management, LLC | 38,714 | $24.2M | 0.28% | +600+1.6% | Added |
| De Burlo Group Inc | 47,330 | $24.2M | 4.20% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 38,274 | $23.9M | 0.22% | +12,945+51.1% | Added |
| Achmea Investment Management B.V. | 38,084 | $23.8M | 0.49% | +7,976+26.5% | Added |
| Select Equity Group, L.P. | 37,846 | $23.7M | 0.09% | −103,924−73.3% | Reduced |
| Davidson Investment Advisors | 37,672 | $23.5M | 1.35% | +693+1.9% | Added |
| Pacer Advisors, Inc. | 37,603 | $23.5M | 0.07% | −10,577−22.0% | Reduced |
| Mutual of America Capital Management LLC | 37,502 | $23.4M | 0.27% | −1,690−4.3% | Reduced |
| Jasper Ridge Partners, L.P. | 37,110 | $23.2M | 0.93% | +62+0.2% | Added |
| Whittier Trust Co | 36,934 | $23.1M | 0.37% | +276+0.8% | Added |
| AQR Capital Management LLC | 36,555 | $22.8M | 0.04% | +15,111+70.5% | Added |
| Main Street Research LLC | 36,467 | $22.8M | 1.83% | +36,467 | New |
| Rockland Trust Co | 36,450 | $22.8M | 1.25% | +494+1.4% | Added |
| Sapient Capital LLC | 36,426 | $22.8M | 0.59% | +36,426 | New |
| Overbrook Management Corp | 36,300 | $22.7M | 4.58% | +9,857+37.3% | Added |
| Man Group plc | 36,276 | $22.7M | 0.07% | – | – |
| Sanibel Captiva Trust Company, Inc. | 36,010 | $22.5M | 0.83% | +36,010 | New |
| Harvest Portfolios Group Inc. | 35,915 | $22.4M | 0.95% | +103+0.3% | Added |
| Laurus Investment Counsel Inc. | 26,655 | $22.1M | 8.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 35,065 | $21.9M | 0.54% | −3,773−9.7% | Reduced |
| Raub Brock Capital Management LP | 34,718 | $21.7M | 4.55% | −9,000−20.6% | Reduced |
| Steel Peak Wealth Management LLC | 34,391 | $21.5M | 1.26% | +12,689+58.5% | Added |
| Squarepoint Ops LLC | 34,372 | $21.5M | 0.09% | −286,728−89.3% | Reduced |
| Cim, LLC | 32,570 | $21.4M | 3.34% | −423−1.3% | Reduced |
| Ziegler Capital Management, LLC | 33,965 | $21.2M | 0.96% | −438−1.3% | Reduced |
| Talbot Financial, LLC | 33,288 | $20.8M | 3.13% | +1,212+3.8% | Added |
| Natixis | 33,007 | $20.6M | 0.16% | +6,219+23.2% | Added |
| Tiaa Trust, National Association | 32,485 | $20.3M | 0.07% | −252−0.8% | Reduced |
| Montag & Caldwell, LLC | 32,461 | $20.3M | 3.54% | −17,812−35.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,937 | $20.0M | 0.03% | +2,257+7.6% | Added |
| Advent International Corp | 31,843 | $19.9M | 0.27% | −14,000−30.5% | Reduced |
| Westpac Banking Corp | 31,776 | $19.9M | 1.64% | +3,121+10.9% | Added |
| Northwest & Ethical Investments L.P. | 31,483 | $19.7M | 0.60% | +5,643+21.8% | Added |
| Gulf International Bank (UK) Ltd | 31,106 | $19.4M | 0.55% | −2,254−6.8% | Reduced |
| Putnam Investments LLC | 30,555 | $19.1M | 0.03% | −409,241−93.1% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 30,276 | $18.9M | 5.28% | −18,018−37.3% | Reduced |
| M&G Investment Management Ltd | 30,166 | $18.9M | 0.11% | +285+1.0% | Added |
| Forte Capital LLC | 30,073 | $18.8M | 2.57% | −1,513−4.8% | Reduced |
| Lyell Wealth Management, LP | 29,661 | $18.5M | 2.11% | −1,229−4.0% | Reduced |
| Abner Herrman & Brock LLC | 29,616 | $18.5M | 2.60% | −652−2.2% | Reduced |
| Janney Montgomery Scott LLC | 29,447 | $18.4M | 0.06% | +733+2.6% | Added |
| Millennium Management LLC | 29,205 | $18.3M | 0.02% | +8,603+41.8% | Added |
| Segment Wealth Management, LLC | 29,125 | $18.2M | 1.61% | +1,053+3.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 28,414 | $17.8M | 0.34% | −46,000−61.8% | Reduced |
| Aquatic Capital Management LLC | 28,200 | $17.6M | 0.45% | −41,280−59.4% | Reduced |
| Allen Investment Management LLC | 28,104 | $17.6M | 0.23% | −2,820−9.1% | Reduced |
| iA Global Asset Management Inc. | 27,953 | $17.5M | 0.40% | +4,180+17.6% | Added |
| Van Eck Associates Corp | 27,644 | $17.3M | 0.03% | −2,345−7.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 27,539 | $17.2M | 1.56% | −696−2.5% | Reduced |
| Congress Wealth Management LLC | 27,384 | $17.1M | 0.31% | +617+2.3% | Added |
| Appleton Partners Inc | 27,309 | $17.1M | 1.38% | −2,424−8.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,239 | $17.0M | 0.81% | +145+0.5% | Added |
| Profund Advisors LLC | 27,165 | $17.0M | 0.73% | +4,771+21.3% | Added |
| Oribel Capital Management, LP | 26,800 | $16.8M | 1.84% | +26,800 | New |
| Copeland Capital Management, LLC | 26,626 | $16.6M | 0.33% | −590−2.2% | Reduced |
| Alley Investment Management Company, LLC | 26,582 | $16.6M | 2.43% | +2,405+9.9% | Added |
| Commerce Bank | 26,511 | $16.6M | 0.12% | +306+1.2% | Added |
| Atria Investments LLC | 26,138 | $16.3M | 0.25% | +466+1.8% | Added |
| Impax Asset Management Group plc | 26,137 | $16.3M | 0.07% | +17,925+218.3% | Added |
| Gabelli Funds LLC | 25,903 | $16.2M | 0.12% | 00.0% | Unchanged |
| Middleton & Co Inc | 25,886 | $16.2M | 2.02% | +237+0.9% | Added |
| Northstar Asset Management Inc | 25,751 | $16.1M | 4.65% | −260−1.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 25,681 | $16.1M | 0.51% | +1,330+5.5% | Added |