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 |
|---|---|---|---|---|---|
| Manchester Global Management (UK) Ltd | 25,600 | $16.0M | 5.20% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 25,045 | $15.7M | 2.23% | +25,045 | New |
| Quest Investment Management LLC | 24,959 | $15.6M | 1.96% | −21−0.1% | Reduced |
| SG Americas Securities, LLC | 24,942 | $15.6M | 0.17% | +9,587+62.4% | Added |
| Mercer Global Advisors Inc | 24,909 | $15.6M | 0.05% | +942+3.9% | Added |
| Cetera Advisor Networks LLC | 24,847 | $15.5M | 0.09% | +858+3.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,756 | $15.5M | 0.06% | +678+2.8% | Added |
| Makena Capital Management LLC | 24,711 | $15.4M | 3.50% | −5,032−16.9% | Reduced |
| Elo Mutual Pension Insurance Co | 24,469 | $15.3M | 0.41% | +1,029+4.4% | Added |
| Jupiter Asset Management Ltd | 24,412 | $15.3M | 0.15% | +1,981+8.8% | Added |
| Zevenbergen Capital Investments LLC | 24,046 | $15.0M | 0.35% | −240−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,002 | $15.0M | 0.04% | +802+3.5% | Added |
| Varma Mutual Pension Insurance Co | 23,575 | $14.7M | 0.17% | +4,129+21.2% | Added |
| Twin Tree Management, LP | 23,452 | $14.7M | 0.26% | +18,135+341.1% | Added |
| Parallel Advisors, LLC | 23,407 | $14.6M | 0.43% | −470−2.0% | Reduced |
| HFR Wealth Management, LLC | 23,388 | $14.6M | 3.96% | −84−0.4% | Reduced |
| Trust Co of Vermont | 23,073 | $14.4M | 0.96% | +350+1.5% | Added |
| First Horizon Advisors, Inc. | 22,821 | $14.3M | 0.47% | −1,510−6.2% | Reduced |
| Gratus Capital LLC | 22,819 | $14.3M | 0.81% | −159−0.7% | Reduced |
| Credit Agricole S A | 22,683 | $14.2M | 0.29% | +4,973+28.1% | Added |
| Kentucky Retirement Systems | 22,424 | $14.0M | 0.44% | −360−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 22,275 | $13.9M | 0.41% | −114−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 21,879 | $13.7M | 0.24% | +205+0.9% | Added |
| YHB Investment Advisors, Inc. | 21,690 | $13.6M | 1.31% | −4,051−15.7% | Reduced |
| Liberty Capital Management, Inc. | 21,573 | $13.5M | 3.54% | −957−4.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 21,423 | $13.4M | 0.35% | −101−0.5% | Reduced |
| Shell Asset Management Co | 21,348 | $13.3M | 0.62% | −5,589−20.7% | Reduced |
| Ethic Inc. | 21,271 | $13.3M | 0.39% | +1,413+7.1% | Added |
| Maryland State Retirement & Pension System | 21,268 | $13.3M | 0.27% | +226+1.1% | Added |
| 2Xideas AG | 21,189 | $13.2M | 1.42% | −2,752−11.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,926 | $13.1M | 0.17% | +2,403+13.0% | Added |
| Gillson Capital LP | 20,755 | $13.0M | 1.37% | +11,274+118.9% | Added |
| Cohen Klingenstein LLC | 20,600 | $12.9M | 0.53% | 00.0% | Unchanged |
| Carlson Capital L P | 20,509 | $12.8M | 1.03% | +13,600+196.8% | Added |
| First Long Island Investors, LLC | 20,400 | $12.8M | 1.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 20,225 | $12.6M | 0.31% | +20,217+252,712.5% | Added |
| Arcadia Investment Management Corp | 19,959 | $12.5M | 2.38% | −157−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 19,850 | $12.4M | 0.04% | −30,029−60.2% | Reduced |
| Calamos Wealth Management LLC | 19,800 | $12.4M | 0.78% | −256−1.3% | Reduced |
| JustInvest LLC | 19,796 | $12.4M | 0.32% | +156+0.8% | Added |
| Patten & Patten Inc | 19,652 | $12.3M | 1.01% | −2,238−10.2% | Reduced |
| Hantz Financial Services, Inc. | 19,477 | $12.2M | 0.27% | −475−2.4% | Reduced |
| Montag A & Associates Inc | 19,471 | $12.2M | 0.68% | +788+4.2% | Added |
| Anderson Hoagland & Co | 20,051 | $12.1M | 1.49% | −529−2.6% | Reduced |
| Advisory Research Inc | 19,196 | $12.0M | 1.85% | +662+3.6% | Added |
| Banque Cantonale Vaudoise | 19,145 | $12.0M | 0.52% | +5,861+44.1% | Added |
| Glenmede Trust Co NA | 19,015 | $11.9M | 0.06% | +618+3.4% | Added |
| Hartford Investment Management Co | 18,886 | $11.8M | 0.44% | −1,210−6.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 18,830 | $11.8M | 0.42% | +17,997+2,160.5% | Added |
| Crossmark Global Holdings, Inc. | 18,803 | $11.8M | 0.24% | −97−0.5% | Reduced |
| Amica Mutual Insurance Co | 18,803 | $11.8M | 1.27% | 00.0% | Unchanged |
| Sara-Bay Financial | 18,710 | $11.7M | 5.70% | −111−0.6% | Reduced |
| Assenagon Asset Management S.A. | 18,429 | $11.5M | 0.04% | +6,525+54.8% | Added |
| Bokf, NA | 18,368 | $11.5M | 0.22% | +320+1.8% | Added |
| Central Bank & Trust Co | 18,329 | $11.5M | 1.78% | −653−3.4% | Reduced |
| Ieq Capital, LLC | 18,244 | $11.4M | 0.19% | +843+4.8% | Added |
| Bailard, Inc. | 18,155 | $11.3M | 0.34% | −932−4.9% | Reduced |
| Financial Counselors Inc | 18,024 | $11.3M | 0.20% | +357+2.0% | Added |
| Headinvest, LLC | 18,019 | $11.3M | 2.34% | −290−1.6% | Reduced |
| Ithaka Group LLC | 17,980 | $11.2M | 2.22% | −156−0.9% | Reduced |
| Power Corp of Canada | 17,926 | $11.2M | 1.16% | +1,035+6.1% | Added |
| Peapack Gladstone Financial Corp | 17,921 | $11.2M | 0.19% | +229+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 17,916 | $11.2M | 0.18% | −302−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,798 | $11.1M | 0.81% | +727+4.3% | Added |
| Securian Asset Management, Inc | 17,752 | $11.1M | 0.31% | −2,341−11.7% | Reduced |
| XXEC, Inc. | 17,730 | $11.1M | 8.72% | −906−4.9% | Reduced |
| Bamco Inc | 17,491 | $10.9M | 0.03% | +5,088+41.0% | Added |
| GHP Investment Advisors, Inc. | 17,414 | $10.9M | 0.59% | −679−3.8% | Reduced |
| Huntington National Bank | 17,320 | $10.8M | 0.10% | +224+1.3% | Added |
| Advisors Asset Management, Inc. | 17,305 | $10.8M | 0.22% | +4,126+31.3% | Added |
| GWM Advisors LLC | 17,116 | $10.8M | 0.10% | +2,542+17.4% | Added |
| Bessemer Group Inc | 17,226 | $10.8M | 0.02% | −610−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,212 | $10.8M | 0.01% | +1,024+6.3% | Added |
| Motco | 17,125 | $10.7M | 0.69% | −525−3.0% | Reduced |
| Boston Private Wealth LLC | 17,075 | $10.7M | 0.26% | −4,404−20.5% | Reduced |
| Evexia Wealth LLC | 16,682 | $10.7M | 4.51% | +251+1.5% | Added |
| Azimuth Capital Investment Management LLC | 16,765 | $10.5M | 0.47% | −415−2.4% | Reduced |
| Sycomore Asset Management | 16,456 | $10.4M | 2.22% | −3,732−18.5% | Reduced |
| Illinois Municipal Retirement Fund | 16,493 | $10.3M | 0.17% | −9,474−36.5% | Reduced |
| QRG Capital Management, Inc. | 16,419 | $10.3M | 0.15% | +3,226+24.5% | Added |
| Lido Advisors, LLC | 16,273 | $10.2M | 0.10% | +941+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,153 | $10.1M | 0.04% | −11,793−42.2% | Reduced |
| Addenda Capital Inc. | 16,144 | $10.1M | 0.39% | −143−0.9% | Reduced |
| Meeder Asset Management Inc | 16,012 | $10.0M | 0.78% | +15,447+2,734.0% | Added |
| Centre Asset Management, LLC | 15,997 | $10.0M | 2.42% | −938−5.5% | Reduced |
| Sheets Smith Wealth Management | 15,997 | $10.0M | 1.42% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 15,934 | $9.96M | 0.34% | −74−0.5% | Reduced |
| Prudential PLC | 15,871 | $9.92M | 0.11% | +746+4.9% | Added |
| Stephens Inc | 15,825 | $9.89M | 0.17% | −683−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 15,723 | $9.83M | 0.12% | +11,780+298.8% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,685 | $9.80M | 2.65% | +15,685 | New |
| Tocqueville Asset Management L.P. | 15,683 | $9.80M | 0.18% | −25−0.2% | Reduced |
| Thematics Asset Management | 15,581 | $9.74M | 0.43% | −3,363−17.8% | Reduced |
| Cornerstone Advisors, LLC | 15,400 | $9.63M | 0.42% | −800−4.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,368 | $9.61M | 0.22% | +30.0% | Added |
| L & S Advisors Inc | 15,339 | $9.59M | 1.17% | −447−2.8% | Reduced |
| Elk River Wealth Management, LLC | 15,309 | $9.57M | 1.84% | +47+0.3% | Added |
| Whitford Management LLC | 15,270 | $9.54M | 3.75% | +15,270 | New |
| LGT Group Foundation | 14,981 | $9.41M | 0.21% | −2,389−13.8% | Reduced |
| Davidson Kempner Capital Management LP | 15,000 | $9.38M | 0.17% | −10,000−40.0% | Reduced |