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 |
|---|---|---|---|---|---|
| Bright Rock Capital Management, LLC | 15,000 | $9.38M | 2.12% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 14,996 | $9.37M | 1.30% | +214+1.4% | Added |
| Broadleaf Partners, LLC | 14,924 | $9.33M | 2.73% | −49−0.3% | Reduced |
| LMCG Investments, LLC | 14,772 | $9.23M | 0.57% | +865+6.2% | Added |
| Pitcairn Co | 14,768 | $9.23M | 0.68% | −266−1.8% | Reduced |
| Quantinno Capital Management LP | 14,714 | $9.20M | 0.32% | +721+5.2% | Added |
| American Money Management, LLC | 14,686 | $9.18M | 2.07% | −82−0.6% | Reduced |
| New Mexico Educational Retirement Board | 14,578 | $9.11M | 0.35% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 14,557 | $9.10M | 0.32% | −118−0.8% | Reduced |
| CWM, LLC | 14,536 | $9.09M | 0.05% | +2,967+25.6% | Added |
| Picton Mahoney Asset Management | 14,404 | $9.00M | 0.42% | +1,117+8.4% | Added |
| Pinnacle Financial Partners Inc | 14,372 | $8.98M | 0.21% | +590+4.3% | Added |
| Marsico Capital Management LLC | 14,365 | $8.98M | 0.35% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14,323 | $8.95M | 0.29% | +143+1.0% | Added |
| Avantax Advisory Services, Inc. | 14,298 | $8.94M | 0.09% | −600−4.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,272 | $8.92M | 1.05% | −854−5.6% | Reduced |
| Thrivent Financial for Lutherans | 14,194 | $8.87M | 0.02% | +149+1.1% | Added |
| Metis Global Partners, LLC | 14,174 | $8.86M | 0.35% | −2,579−15.4% | Reduced |
| Unio Capital LLC | 13,975 | $8.73M | 4.47% | −219−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 13,970 | $8.73M | 0.16% | +5,170+58.8% | Added |
| Sawgrass Asset Management LLC | 13,958 | $8.72M | 0.98% | −457−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,860 | $8.66M | 0.18% | −1,849−11.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 13,750 | $8.59M | 0.71% | −68−0.5% | Reduced |
| NEOS Investment Management LLC | 13,610 | $8.51M | 0.81% | +594+4.6% | Added |
| ClariVest Asset Management LLC | 13,436 | $8.40M | 0.47% | −2,630−16.4% | Reduced |
| CWA Asset Management Group, LLC | 13,374 | $8.36M | 0.57% | +298+2.3% | Added |
| Oak Ridge Investments LLC | 13,336 | $8.34M | 0.96% | +69+0.5% | Added |
| Siemens Fonds Invest GmbH | 13,178 | $8.24M | 0.67% | +363+2.8% | Added |
| Kingfisher Capital LLC | 13,085 | $8.18M | 2.13% | −368−2.7% | Reduced |
| Mirabaud Asset Management Ltd | 13,077 | $8.17M | 3.50% | +13,077 | New |
| SeaTown Holdings Pte. Ltd. | 13,050 | $8.16M | 1.12% | +13,050 | New |
| Eagle Capital Management, LLC | 12,762 | $7.98M | 3.89% | −391−3.0% | Reduced |
| First Western Trust Bank | 12,713 | $7.95M | 0.40% | −617−4.6% | Reduced |
| Fulcrum Capital LLC | 12,667 | $7.92M | 2.05% | −1,106−8.0% | Reduced |
| Hamilton Capital Partners Inc. | 12,577 | $7.86M | 1.57% | +12,577 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,474 | $7.80M | 1.47% | 00.0% | Unchanged |
| Norinchukin Bank, The | 12,454 | $7.78M | 0.18% | −1,985−13.7% | Reduced |
| Lindbrook Capital, LLC | 12,368 | $7.73M | 0.77% | +141+1.2% | Added |
| Marietta Wealth Management, LLC | 12,242 | $7.65M | 1.36% | −304−2.4% | Reduced |
| Madison Asset Management, LLC | 12,234 | $7.65M | 0.10% | −182−1.5% | Reduced |
| Carmignac Gestion | 12,212 | $7.64M | 0.13% | −1,979−13.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 12,191 | $7.62M | 0.98% | −144−1.2% | Reduced |
| L1 Capital International Pty Ltd | 12,009 | $7.51M | 3.94% | +12,009 | New |
| Cetera Investment Advisers | 11,954 | $7.47M | 0.06% | +272+2.3% | Added |
| Jacobs & Co | 11,902 | $7.44M | 0.84% | −180−1.5% | Reduced |
| Buck Wealth Strategies, LLC | 11,892 | $7.43M | 2.75% | +2,532+27.1% | Added |
| First Hawaiian Bank | 11,824 | $7.39M | 0.23% | −773−6.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 11,592 | $7.25M | 3.71% | −252−2.1% | Reduced |
| Leonteq Securities AG | 11,575 | $7.23M | 0.93% | +9,891+587.4% | Added |
| Prime Capital Investment Advisors, LLC | 11,545 | $7.22M | 0.11% | +6,478+127.8% | Added |
| Jessup Wealth Management, Inc | 11,519 | $7.20M | 3.60% | +986+9.4% | Added |
| Axxcess Wealth Management, LLC | 11,489 | $7.18M | 0.21% | +1,155+11.2% | Added |
| Advisory Services Network, LLC | 11,411 | $7.13M | 0.17% | −94−0.8% | Reduced |
| Stonebridge Capital Management Inc | 11,410 | $7.13M | 3.48% | −50−0.4% | Reduced |
| Metropolitan Life Insurance Co | 11,408 | $7.13M | 0.34% | −180−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,258 | $7.04M | 0.26% | +272+2.5% | Added |
| Laird Norton Trust Company, LLC | 11,200 | $7.00M | 0.83% | +11,200 | New |
| Oppenheimer & Co Inc | 11,187 | $6.99M | 0.13% | +136+1.2% | Added |
| Scotia Capital Inc. | 11,090 | $6.93M | 0.04% | +6,555+144.5% | Added |
| Pragma Gestao de Patrimonio Ltd | 11,000 | $6.88M | 3.88% | −8,500−43.6% | Reduced |
| E. Ohman J:or Asset Management AB | 10,984 | $6.87M | 0.25% | −2,000−15.4% | Reduced |
| Donaldson Capital Management, LLC | 10,944 | $6.84M | 0.31% | −3,607−24.8% | Reduced |
| TownSquare Capital, LLC | 10,895 | $6.81M | 0.12% | −492−4.3% | Reduced |
| HM Payson & Co | 10,850 | $6.78M | 0.14% | −418−3.7% | Reduced |
| Trust Co of Virginia | 10,809 | $6.76M | 0.68% | −74−0.7% | Reduced |
| NewEdge Wealth, LLC | 10,727 | $6.70M | 0.17% | −1,055−9.0% | Reduced |
| Raymond James Trust N.A. | 10,632 | $6.65M | 0.18% | +15+0.1% | Added |
| Carderock Capital Management Inc | 10,589 | $6.62M | 1.83% | +359+3.5% | Added |
| Flputnam Investment Management Co | 10,554 | $6.60M | 0.16% | +24+0.2% | Added |
| Duncker Streett & Co Inc | 10,523 | $6.58M | 1.39% | +423+4.2% | Added |
| Kinneret Advisory, LLC | 10,502 | $6.56M | 0.73% | −66−0.6% | Reduced |
| Verition Fund Management LLC | 10,459 | $6.54M | 0.07% | +321+3.2% | Added |
| Two Point Capital Management, Inc. | 10,452 | $6.53M | 2.98% | −343−3.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,288 | $6.43M | 0.75% | +666+6.9% | Added |
| Evergreen Private Wealth LLC | 10,261 | $6.41M | 3.46% | +10,261 | New |
| Coronation Fund Managers Ltd. | 10,202 | $6.38M | 0.18% | −2,388−19.0% | Reduced |
| Knollwood Investment Advisory, LLC | 10,200 | $6.38M | 1.33% | +3,759+58.4% | Added |
| Wetherby Asset Management Inc | 10,161 | $6.35M | 0.33% | −26−0.3% | Reduced |
| Greenleaf Trust | 10,112 | $6.32M | 0.07% | +210+2.1% | Added |
| American National Bank | 10,111 | $6.32M | 0.99% | −2,463−19.6% | Reduced |
| Acadian Asset Management LLC | 10,061 | $6.29M | 0.02% | +140+1.4% | Added |
| Snowden Capital Advisors LLC | 10,001 | $6.25M | 0.24% | −123−1.2% | Reduced |
| Center Lake Capital Management, LLC | 10,000 | $6.25M | 7.89% | +10,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,984 | $6.24M | 0.44% | −188−1.8% | Reduced |
| M. Kulyk & Associates, LLC | 9,964 | $6.23M | 1.45% | +62+0.6% | Added |
| Toroso Investments, LLC | 9,954 | $6.22M | 0.15% | +1,080+12.2% | Added |
| Bey-Douglas LLC | 9,924 | $6.20M | 6.36% | +9,924 | New |
| Cape Cod Five Cents Savings Bank | 9,911 | $6.19M | 0.63% | −9,833−49.8% | Reduced |
| Massmutual Trust Co FSB | 9,898 | $6.19M | 0.21% | +919+10.2% | Added |
| Redmond Asset Management, LLC | 9,896 | $6.19M | 1.99% | −419−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 10,446 | $6.15M | 0.23% | +54+0.5% | Added |
| First Nebraska Trust Co | 9,808 | $6.13M | 0.71% | +455+4.9% | Added |
| Strategic Wealth Partners, Ltd. | 9,787 | $6.12M | 0.75% | +2,082+27.0% | Added |
| Bouvel Investment Partners, LLC | 9,716 | $6.07M | 2.84% | +256+2.7% | Added |
| Empirical Finance, LLC | 9,664 | $6.04M | 0.42% | +75+0.8% | Added |
| Wolverine Trading, LLC | 9,652 | $6.03M | 0.05% | +5,879+155.8% | Added |
| TD Waterhouse Canada Inc. | 10,146 | $6.00M | 0.06% | −3,570−26.0% | Reduced |
| TD Private Client Wealth LLC | 9,593 | $6.00M | 0.22% | −1,155−10.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,586 | $5.99M | 0.13% | +5,183+117.7% | Added |
| Ellsworth Advisors, LLC | 9,552 | $5.97M | 1.89% | +150+1.6% | Added |