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 |
|---|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 9,542 | $5.96M | 1.29% | +2,336+32.4% | Added |
| Sendero Wealth Management, LLC | 9,537 | $5.96M | 1.12% | +127+1.3% | Added |
| Moore Capital Management, LP | 9,473 | $5.92M | 0.14% | +9,473 | New |
| Silvercrest Asset Management Group LLC | 9,301 | $5.81M | 0.04% | +2,451+35.8% | Added |
| Cubist Systematic Strategies, LLC | 9,198 | $5.75M | 0.07% | −3,588−28.1% | Reduced |
| Apollon Wealth Management, LLC | 9,191 | $5.74M | 0.20% | +3,639+65.5% | Added |
| Boston Financial Mangement LLC | 9,005 | $5.63M | 0.19% | −8−0.1% | Reduced |
| Cullinan Associates Inc | 9,005 | $5.63M | 0.31% | −31−0.3% | Reduced |
| Campbell Capital Management Inc | 9,000 | $5.63M | 2.63% | +9,000 | New |
| Conning Inc. | 8,991 | $5.62M | 0.20% | −97−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,873 | $5.55M | 0.12% | +1,517+20.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,872 | $5.55M | 0.14% | +32+0.4% | Added |
| Kestra Advisory Services, LLC | 8,844 | $5.53M | 0.05% | −144−1.6% | Reduced |
| Everence Capital Management Inc | 8,830 | $5.52M | 0.39% | +2,700+44.0% | Added |
| Legal Advantage Investments, Inc. | 8,723 | $5.45M | 3.28% | −410−4.5% | Reduced |
| Beacon Pointe Advisors, LLC | 8,720 | $5.45M | 0.07% | −1,072−10.9% | Reduced |
| Freemont Management S.A. | 8,700 | $5.44M | 0.68% | 00.0% | Unchanged |
| Central Trust Co | 8,686 | $5.43M | 0.14% | +21+0.2% | Added |
| Jennison Associates LLC | 8,673 | $5.42M | 0.00% | +8,673 | New |
| Ninety One SA (PTY) Ltd | 8,671 | $5.42M | 0.82% | +689+8.6% | Added |
| Groupama Asset Managment | 8,583 | $5.37M | 0.14% | +8,583 | New |
| FourThought Financial Partners, LLC | 8,574 | $5.36M | 0.67% | −564−6.2% | Reduced |
| Vinva Investment Management Ltd | 8,528 | $5.36M | 0.37% | +258+3.1% | Added |
| Trivant Custom Portfolio Group, LLC | 8,447 | $5.28M | 3.52% | +144+1.7% | Added |
| Independent Advisor Alliance | 8,376 | $5.24M | 0.19% | +61+0.7% | Added |
| AXS Investments LLC | 8,341 | $5.21M | 1.25% | −178−2.1% | Reduced |
| Charles Carroll Financial Partners, LLC | 8,307 | $5.19M | 5.59% | −25−0.3% | Reduced |
| D.A. Davidson & Co. | 8,279 | $5.17M | 0.05% | +1,498+22.1% | Added |
| Account Management LLC | 8,279 | $5.17M | 6.19% | −200−2.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,253 | $5.16M | 0.42% | −354−4.1% | Reduced |
| Watchman Group, Inc. | 8,251 | $5.16M | 1.70% | −65−0.8% | Reduced |
| Harbour Capital Advisors, LLC | 8,721 | $5.16M | 1.41% | +16+0.2% | Added |
| Beacon Investment Advisors LLC | 8,216 | $5.14M | 3.28% | −867−9.5% | Reduced |
| Stratos Wealth Partners, LTD. | 8,204 | $5.13M | 0.10% | −179−2.1% | Reduced |
| Wambolt & Associates, LLC | 8,193 | $5.12M | 1.67% | +566+7.4% | Added |
| Iyo Bank, Ltd. | 8,183 | $5.12M | 2.43% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 8,181 | $5.11M | 2.38% | +8,181 | New |
| Prescott Group Capital Management, L.L.C. | 8,149 | $5.09M | 0.89% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 8,125 | $5.08M | 3.65% | −600−6.9% | Reduced |
| Papp L Roy & Associates | 8,096 | $5.06M | 0.63% | −20.0% | Reduced |
| Stonegate Investment Group, LLC | 8,091 | $5.06M | 0.17% | +139+1.7% | Added |
| Howe & Rusling Inc | 8,079 | $5.05M | 0.54% | +293+3.8% | Added |
| Sumitomo Life Insurance Co | 8,034 | $5.02M | 0.16% | −293−3.5% | Reduced |
| Cetera Advisors LLC | 7,952 | $4.97M | 0.07% | +384+5.1% | Added |
| Parsons Capital Management Inc | 7,852 | $4.91M | 0.35% | −73−0.9% | Reduced |
| Cypress Capital Group | 7,778 | $4.86M | 0.63% | −334−4.1% | Reduced |
| CIBC World Markets Inc. | 7,761 | $4.85M | 0.01% | +226+3.0% | Added |
| Essex Investment Management Co LLC | 7,760 | $4.85M | 0.95% | −480−5.8% | Reduced |
| Motley Fool Asset Management LLC | 7,708 | $4.82M | 0.36% | +510+7.1% | Added |
| Monograph Wealth Advisors, LLC | 7,554 | $4.72M | 0.85% | −57−0.7% | Reduced |
| Fiduciary Trust Co | 7,546 | $4.72M | 0.08% | −173−2.2% | Reduced |
| City Holding Co | 7,491 | $4.68M | 0.75% | +75+1.0% | Added |
| Chilton Investment Co LLC | 7,476 | $4.67M | 0.14% | −1,708−18.6% | Reduced |
| PEAK6 Investments LLC | 7,473 | $4.67M | 0.20% | −2,343−23.9% | Reduced |
| Logan Capital Management Inc | 7,437 | $4.65M | 0.22% | −321−4.1% | Reduced |
| Canal Capital Management, LLC | 7,436 | $4.65M | 0.86% | +326+4.6% | Added |
| EFG Asset Management (North America) Corp. | 7,427 | $4.64M | 0.88% | +3,831+106.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,427 | $4.64M | 0.44% | +544+7.9% | Added |
| Baader Bank INC | 7,402 | $4.63M | 0.39% | −429−5.5% | Reduced |
| Twenty Acre Capital LP | 7,380 | $4.61M | 4.39% | −2,970−28.7% | Reduced |
| Chesley Taft & Associates LLC | 7,380 | $4.61M | 0.26% | −45−0.6% | Reduced |
| Private Advisor Group, LLC | 7,236 | $4.52M | 0.04% | +431+6.3% | Added |
| Gluskin Sheff & Assoc Inc | 7,198 | $4.50M | 0.44% | −2,229−23.6% | Reduced |
| Altrafin AG | 7,146 | $4.47M | 1.72% | +2,022+39.5% | Added |
| Guardian Capital LP | 7,095 | $4.43M | 0.16% | −240−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,087 | $4.43M | 0.06% | +423+6.3% | Added |
| Moody Lynn & Lieberson, LLC | 7,044 | $4.40M | 0.34% | +3,413+94.0% | Added |
| Gamco Investors, Inc. Et Al | 6,959 | $4.35M | 0.05% | +225+3.3% | Added |
| HBW Advisory Services LLC | 6,956 | $4.35M | 0.82% | −132−1.9% | Reduced |
| Park Avenue Securities LLC | 6,913 | $4.32M | 0.06% | +225+3.4% | Added |
| FJ Investments, LLC | 6,879 | $4.30M | 0.20% | +6,879 | New |
| Scholtz & Company, LLC | 6,814 | $4.26M | 2.11% | +71+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,778 | $4.24M | 0.24% | −2,152−24.1% | Reduced |
| Atria Wealth Solutions, Inc. | 6,735 | $4.21M | 0.05% | −145−2.1% | Reduced |
| Alberta Investment Management Corp | 6,700 | $4.19M | 0.04% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,614 | $4.13M | 0.05% | +4,380+196.1% | Added |
| Mitchell Capital Management Co | 6,573 | $4.11M | 0.87% | +319+5.1% | Added |
| Legacy Trust | 6,563 | $4.10M | 1.07% | −19−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,563 | $4.10M | 0.23% | +341+5.5% | Added |
| Investment Management Corp of Ontario | 6,514 | $4.07M | 0.10% | +6,514 | New |
| First Foundation Advisors | 6,513 | $4.07M | 0.19% | −722−10.0% | Reduced |
| Veriti Management LLC | 6,429 | $4.02M | 0.36% | +919+16.7% | Added |
| Empowered Funds, LLC | 6,421 | $4.01M | 0.10% | +497+8.4% | Added |
| Liberty One Investment Management, LLC | 6,413 | $4.01M | 0.49% | +6,413 | New |
| Synovus Financial Corp | 6,385 | $3.99M | 0.06% | +166+2.7% | Added |
| Public Sector Pension Investment Board | 6,334 | $3.96M | 0.03% | −23,665−78.9% | Reduced |
| Nordwand Advisors, LLC | 6,321 | $3.95M | 1.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,320 | $3.95M | 0.01% | +325+5.4% | Added |
| Hyman Charles D | 6,188 | $3.87M | 0.23% | −78−1.2% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $3.84M | 0.59% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,131 | $3.83M | 0.72% | +564+10.1% | Added |
| Boothbay Fund Management, LLC | 6,129 | $3.83M | 0.14% | +6,129 | New |
| Thoroughbred Financial Services, LLC | 6,100 | $3.81M | 0.31% | −103−1.7% | Reduced |
| J. Goldman & Co LP | 6,059 | $3.79M | 0.21% | +6,059 | New |
| Nomura Holdings Inc | 6,051 | $3.78M | 0.03% | −18,227−75.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,048 | $3.78M | 0.19% | −802−11.7% | Reduced |
| Empower Advisory Group, LLC | 5,983 | $3.74M | 0.01% | +615+11.5% | Added |
| Highland Capital Management, LLC | 5,963 | $3.73M | 0.23% | −20−0.3% | Reduced |
| Weil Company, Inc. | 5,926 | $3.70M | 1.63% | −64−1.1% | Reduced |
| Vestcor Inc | 5,891 | $3.68M | 0.12% | −64−1.1% | Reduced |