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 |
|---|---|---|---|---|---|
| GAM Holding AG | 5,873 | $3.67M | 0.27% | +17+0.3% | Added |
| Asset Dedication, LLC | 5,793 | $3.66M | 0.30% | +52+0.9% | Added |
| MV Capital Management, Inc. | 5,841 | $3.65M | 0.46% | +38+0.7% | Added |
| Premier Fund Managers Ltd | 5,771 | $3.63M | 0.16% | −3,973−40.8% | Reduced |
| Fairbanks Capital Management, Inc. | 5,798 | $3.62M | 2.59% | +366+6.7% | Added |
| Ocean Capital Management, LLC | 5,789 | $3.62M | 1.46% | −321−5.3% | Reduced |
| Legacy Advisors, LLC | 5,772 | $3.61M | 0.47% | +88+1.5% | Added |
| Signaturefd, LLC | 5,764 | $3.60M | 0.08% | +133+2.4% | Added |
| KP Management LLC | 5,750 | $3.59M | 1.78% | +5,750 | New |
| Coalescence Partners Investment Management, LP | 5,706 | $3.57M | 3.21% | +5,706 | New |
| Brown Brothers Harriman & Co | 5,703 | $3.56M | 0.03% | +452+8.6% | Added |
| Mission Creek Capital Partners, Inc. | 5,688 | $3.56M | 0.91% | +55+1.0% | Added |
| First Bank & Trust | 5,672 | $3.55M | 0.86% | +10+0.2% | Added |
| S.A. Mason LLC | 5,640 | $3.53M | 2.36% | −89−1.6% | Reduced |
| Coldstream Capital Management Inc | 5,629 | $3.52M | 0.10% | +1,558+38.3% | Added |
| Cohen Investment Advisors LLC | 5,624 | $3.52M | 2.59% | −647−10.3% | Reduced |
| Ossiam | 5,624 | $3.52M | 0.06% | +337+6.4% | Added |
| Stansberry Asset Management, LLC | 5,614 | $3.51M | 0.58% | −1,155−17.1% | Reduced |
| Martin Capital Advisors, LLP | 5,577 | $3.49M | 2.94% | −6−0.1% | Reduced |
| RVW Wealth, LLC | 5,576 | $3.49M | 0.38% | 00.0% | Unchanged |
| Summit Global Investments | 5,562 | $3.48M | 0.23% | −630−10.2% | Reduced |
| V-Square Quantitative Management LLC | 5,536 | $3.46M | 0.82% | +2,486+81.5% | Added |
| Change Path, LLC | 5,513 | $3.44M | 0.22% | +389+7.6% | Added |
| MAI Capital Management | 5,493 | $3.43M | 0.05% | +138+2.6% | Added |
| AdvisorShares Investments LLC | 5,485 | $3.43M | 0.80% | −1,966−26.4% | Reduced |
| Alps Advisors Inc | 5,411 | $3.38M | 0.03% | −435−7.4% | Reduced |
| Compass Wealth Management LLC | 5,363 | $3.35M | 0.94% | −251−4.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,290 | $3.31M | 0.60% | −510−8.8% | Reduced |
| EP Wealth Advisors, LLC | 5,287 | $3.30M | 0.04% | +356+7.2% | Added |
| Buckingham Strategic Wealth, LLC | 5,259 | $3.29M | 0.04% | −57−1.1% | Reduced |
| Old National Bancorp | 5,252 | $3.28M | 0.09% | −1,041−16.5% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $3.26M | 1.36% | 00.0% | Unchanged |
| Elevatus Welath Management | 5,213 | $3.26M | 1.48% | +1,666+47.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,185 | $3.26M | 1.47% | −485−8.6% | Reduced |
| Parkwood LLC | 5,191 | $3.25M | 0.52% | −208−3.9% | Reduced |
| Sawtooth Solutions, LLC | 5,138 | $3.21M | 0.09% | +423+9.0% | Added |
| Herold Advisors, Inc. | 5,118 | $3.20M | 0.88% | −39−0.8% | Reduced |
| Equitable Trust Co | 5,113 | $3.20M | 0.24% | +48+0.9% | Added |
| Kornitzer Capital Management Inc | 5,076 | $3.17M | 0.06% | +27+0.5% | Added |
| First Personal Financial Services | 5,072 | $3.17M | 0.77% | −89−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,038 | $3.15M | 0.36% | −729−12.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,015 | $3.13M | 0.80% | +213+4.4% | Added |
| Glynn Capital Management LLC | 5,000 | $3.13M | 0.58% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.13M | 0.61% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 4,975 | $3.11M | 0.61% | +295+6.3% | Added |
| Harvest Fund Management Co., Ltd | 4,987 | $3.11M | 0.48% | +632+14.5% | Added |
| Decatur Capital Management, Inc. | 4,966 | $3.10M | 1.86% | +359+7.8% | Added |
| Catalyst Capital Advisors LLC | 4,963 | $3.10M | 0.08% | +456+10.1% | Added |
| Cyndeo Wealth Partners, LLC | 4,960 | $3.10M | 0.29% | +2,253+83.2% | Added |
| Aubrey Capital Management Ltd | 4,900 | $3.06M | 1.30% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,879 | $3.05M | 0.19% | +180+3.8% | Added |
| Zions Bancorporation, N.A. | 4,856 | $3.04M | 0.21% | +147+3.1% | Added |
| Twin Capital Management Inc | 4,847 | $3.03M | 0.40% | −65−1.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,842 | $3.03M | 0.29% | +18+0.4% | Added |
| Lake Street Advisors Group, LLC | 4,838 | $3.02M | 0.15% | +4,838 | New |
| Federation des caisses Desjardins du Quebec | 4,838 | $3.02M | 0.03% | −4,074−45.7% | Reduced |
| Harfst & Associates, Inc. | 4,832 | $3.02M | 0.80% | −206−4.1% | Reduced |
| E Fund Management Co., Ltd. | 4,820 | $3.01M | 0.19% | −364−7.0% | Reduced |
| Nicholas Investment Partners, LP | 4,799 | $3.00M | 0.35% | +2,820+142.5% | Added |
| Principal Securities, Inc. | 4,770 | $2.98M | 0.11% | +4,770 | New |
| Bleakley Financial Group, LLC | 4,726 | $2.95M | 0.09% | +418+9.7% | Added |
| STF Management LP | 4,717 | $2.95M | 1.39% | +156+3.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,700 | $2.94M | 1.61% | −1,000−17.5% | Reduced |
| Focus Financial Network Inc | 4,695 | $2.93M | 0.11% | +4,695 | New |
| Scharf Investments, LLC | 4,635 | $2.90M | 0.08% | +188+4.2% | Added |
| Conway Capital Management, Inc. | 4,630 | $2.89M | 1.87% | +955+26.0% | Added |
| Palisade Capital Management LLC | 4,628 | $2.89M | 0.08% | −145−3.0% | Reduced |
| Welch & Forbes LLC | 4,607 | $2.88M | 0.04% | 00.0% | Unchanged |
| Vanderbilt University | 4,572 | $2.86M | 0.71% | +732+19.1% | Added |
| Pegasus Partners Ltd. | 4,550 | $2.84M | 0.33% | −313−6.4% | Reduced |
| Boit C F David | 4,800 | $2.84M | 1.61% | +1,350+39.1% | Added |
| Biltmore Family Office, LLC | 4,538 | $2.84M | 0.58% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,532 | $2.83M | 0.02% | −7,721−63.0% | Reduced |
| Telemus Capital, LLC | 4,527 | $2.83M | 0.23% | −14−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,520 | $2.83M | 0.13% | −171−3.6% | Reduced |
| USA Financial Portformulas Corp | 4,518 | $2.82M | 0.49% | +3,888+617.1% | Added |
| HighPoint Advisor Group LLC | 4,389 | $2.81M | 0.20% | +4,389 | New |
| CAPROCK Group, Inc. | 4,470 | $2.79M | 0.18% | −231−4.9% | Reduced |
| Hancock Whitney Corp | 4,454 | $2.78M | 0.10% | −3−0.1% | Reduced |
| Bridges Investment Management Inc | 4,436 | $2.77M | 0.09% | −554−11.1% | Reduced |
| Ironwood Financial, llc | 4,408 | $2.76M | 0.67% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,253 | $2.75M | 0.26% | +7+0.2% | Added |
| Lincoln National Corp | 4,404 | $2.75M | 0.05% | +1,101+33.3% | Added |
| Cloverfields Capital Group, LP | 4,364 | $2.73M | 1.07% | +174+4.2% | Added |
| Silphium Asset Management Ltd | 4,359 | $2.72M | 1.45% | −4,200−49.1% | Reduced |
| DFPG Investments, LLC | 4,596 | $2.72M | 0.21% | +193+4.4% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.71M | 0.52% | 00.0% | Unchanged |
| William Allan, LLC | 4,288 | $2.68M | 1.92% | −57−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 4,282 | $2.68M | 0.31% | −38−0.9% | Reduced |
| PFG Advisors | 4,263 | $2.66M | 0.22% | −816−16.1% | Reduced |
| Scott & Selber, Inc. | 4,254 | $2.66M | 1.00% | −60−1.4% | Reduced |
| Sanders Morris Harris LLC | 4,426 | $2.65M | 1.30% | +80+1.8% | Added |
| Davidson Capital Management Inc. | 4,234 | $2.65M | 0.96% | +877+26.1% | Added |
| Petredis Investment Advisors LLC | 4,202 | $2.63M | 0.34% | −139−3.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,181 | $2.61M | 0.50% | −253−5.7% | Reduced |
| Evergreen Capital Management LLC | 4,175 | $2.61M | 0.11% | +20+0.5% | Added |
| Freedom Day Solutions, LLC | 4,174 | $2.61M | 1.02% | −153−3.5% | Reduced |
| Sirios Capital Management L P | 4,120 | $2.58M | 0.53% | −395−8.7% | Reduced |
| Hampton Road Capital Management LP | 4,117 | $2.57M | 0.49% | +4,117 | New |
| Dakota Wealth Management | 4,113 | $2.57M | 0.10% | +210+5.4% | Added |