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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 4,112 | $2.57M | 0.21% | +39+1.0% | Added |
| Outfitter Financial LLC | 4,087 | $2.55M | 2.23% | +100+2.5% | Added |
| Covenant Asset Management, LLC | 4,084 | $2.55M | 0.71% | +182+4.7% | Added |
| HB Wealth Management, LLC | 4,061 | $2.54M | 0.04% | −92−2.2% | Reduced |
| Wealthsource Partners, LLC | 4,054 | $2.53M | 0.16% | −20−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 3,956 | $2.52M | 0.12% | −81−2.0% | Reduced |
| Settian Capital LP | 4,000 | $2.50M | 1.99% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.50M | 0.64% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,997 | $2.50M | 0.12% | +3,997 | New |
| Bank of Hawaii | 3,979 | $2.49M | 0.13% | −1,626−29.0% | Reduced |
| Berger Financial Group, Inc | 3,950 | $2.47M | 0.26% | −60−1.5% | Reduced |
| Archford Capital Strategies, LLC | 3,950 | $2.47M | 0.45% | +212+5.7% | Added |
| Schechter Investment Advisors, LLC | 3,943 | $2.46M | 0.21% | −107−2.6% | Reduced |
| Credential Qtrade Securities Inc. | 3,862 | $2.41M | 0.14% | −46−1.2% | Reduced |
| Strategic Planning Group, LLC | 3,853 | $2.41M | 0.80% | +3,853 | New |
| Jefferies Financial Group Inc. | 3,830 | $2.39M | 0.04% | +923+31.8% | Added |
| Inlet Private Wealth, LLC | 3,828 | $2.39M | 0.73% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,820 | $2.39M | 0.21% | +749+24.4% | Added |
| Vident Advisory, LLC | 3,800 | $2.38M | 0.06% | +421+12.5% | Added |
| Roundview Capital LLC | 3,798 | $2.37M | 0.22% | −16−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $2.34M | 0.25% | 00.0% | Unchanged |
| Dohj, LLC | 3,707 | $2.32M | 0.68% | −265−6.7% | Reduced |
| Two Sigma Investments, LP | 3,701 | $2.31M | 0.01% | −18−0.5% | Reduced |
| Fairfield, Bush & Co. | 3,699 | $2.31M | 1.36% | +35+1.0% | Added |
| Willow Creek Wealth Management Inc. | 3,690 | $2.31M | 0.29% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 3,689 | $2.31M | 1.64% | −370−9.1% | Reduced |
| Clean Yield Group | 3,667 | $2.29M | 0.97% | −46−1.2% | Reduced |
| Mission Wealth Management, LP | 3,667 | $2.29M | 0.08% | +13+0.4% | Added |
| Horizon Investments, LLC | 3,658 | $2.28M | 0.06% | +1,033+39.4% | Added |
| James Hambro & Partners | 3,648 | $2.28M | 0.12% | −251−6.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,641 | $2.28M | 0.44% | −17−0.5% | Reduced |
| Graham Capital Management, L.P. | 3,641 | $2.28M | 0.07% | +3,641 | New |
| Boulder Hill Capital Management LP | 3,600 | $2.25M | 1.20% | +3,600 | New |
| Farther Finance Advisors, LLC | 3,583 | $2.24M | 0.16% | +2,723+316.6% | Added |
| Eagle Asset Management Inc | 3,536 | $2.21M | 0.01% | −361−9.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,529 | $2.21M | 0.08% | −297−7.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,514 | $2.20M | 0.06% | +945+36.8% | Added |
| Sofos Investments, Inc. | 3,502 | $2.19M | 0.62% | −45,115−92.8% | Reduced |
| Novare Capital Management LLC | 3,500 | $2.19M | 0.22% | −98−2.7% | Reduced |
| Stiles Financial Services Inc | 3,469 | $2.17M | 0.98% | −144−4.0% | Reduced |
| RiverPark Advisors, LLC | 3,466 | $2.17M | 2.00% | −20−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 3,449 | $2.16M | 0.06% | −62−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 3,438 | $2.15M | 0.06% | +203+6.3% | Added |
| Stock Yards Bank & Trust Co | 3,430 | $2.14M | 0.08% | −276−7.4% | Reduced |
| Sunbelt Securities, Inc. | 3,396 | $2.12M | 0.27% | +5+0.1% | Added |
| Boston Trust Walden Corp | 3,365 | $2.10M | 0.02% | −318−8.6% | Reduced |
| Capital Asset Advisory Services LLC | 3,364 | $2.10M | 0.13% | +35+1.1% | Added |
| Jacobi Capital Management LLC | 3,362 | $2.10M | 0.22% | −70−2.0% | Reduced |
| Harrington Investments, INC | 3,345 | $2.09M | 1.30% | +613+22.4% | Added |
| Flagship Harbor Advisors, LLC | 3,336 | $2.08M | 0.15% | +2,209+196.0% | Added |
| M&G Investments (USA) Inc. | 3,319 | $2.07M | 2.04% | +3,319 | New |
| Ellis Investment Partners, LLC | 3,308 | $2.07M | 0.48% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,292 | $2.06M | 0.25% | +360+12.3% | Added |
| Sabal Trust CO | 3,288 | $2.06M | 0.13% | −36−1.1% | Reduced |
| Tudor Investment Corp Et Al | 3,275 | $2.05M | 0.03% | −4,601−58.4% | Reduced |
| CoreCap Advisors, LLC | 3,261 | $2.04M | 0.13% | +3,261 | New |
| GM Advisory Group, Inc. | 3,255 | $2.03M | 0.15% | +8+0.2% | Added |
| Ritholtz Wealth Management | 3,252 | $2.03M | 0.08% | +153+4.9% | Added |
| Kestra Private Wealth Services, LLC | 3,237 | $2.02M | 0.05% | +1,388+75.1% | Added |
| RB Capital Management, LLC | 3,214 | $2.01M | 0.58% | +34+1.1% | Added |
| Qtron Investments LLC | 3,191 | $1.99M | 0.33% | +1,288+67.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $1.99M | 0.10% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,322 | $1.99M | 0.21% | +700+26.7% | Added |
| Trust Asset Management LLC | 3,178 | $1.99M | 0.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,170 | $1.98M | 0.17% | +910+40.3% | Added |
| Panagora Asset Management Inc | 3,163 | $1.98M | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 3,163 | $1.98M | 0.72% | +1,000+46.2% | Added |
| REDW Wealth LLC | 3,152 | $1.97M | 0.56% | 00.0% | Unchanged |
| WT Wealth Management | 3,151 | $1.97M | 0.78% | +317+11.2% | Added |
| Vista Wealth Management Group, LLC | 3,143 | $1.96M | 0.17% | −33−1.0% | Reduced |
| Blueshift Asset Management, LLC | 3,138 | $1.96M | 1.04% | +1,987+172.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,134 | $1.96M | 0.50% | −63−2.0% | Reduced |
| IFP Advisors, Inc | 3,122 | $1.95M | 0.09% | −86−2.7% | Reduced |
| Ascent Group, LLC | 2,962 | $1.95M | 0.18% | +94+3.3% | Added |
| Diversified Trust Co | 3,105 | $1.94M | 0.07% | +95+3.2% | Added |
| Sound View Wealth Advisors Group, LLC | 3,102 | $1.94M | 0.21% | −363−10.5% | Reduced |
| Kempen Capital Management N.V. | 3,102 | $1.94M | 0.03% | −1,282−29.2% | Reduced |
| Portfolio Design Labs, LLC | 3,098 | $1.94M | 0.73% | +3,098 | New |
| Adviser Investments LLC | 3,088 | $1.93M | 0.03% | +3,088 | New |
| Oxford Financial Group Ltd | 3,059 | $1.91M | 0.14% | +965+46.1% | Added |
| Spire Wealth Management | 3,055 | $1.90M | 0.07% | +611+25.0% | Added |
| Clarius Group, LLC | 3,036 | $1.90M | 0.16% | −227−7.0% | Reduced |
| Wedmont Private Capital | 3,139 | $1.88M | 0.15% | +169+5.7% | Added |
| Pinnbrook Capital Management LP | 3,000 | $1.88M | 0.44% | +3,000 | New |
| Eads & Heald Wealth Management | 2,987 | $1.87M | 0.90% | −51−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,987 | $1.87M | 0.26% | −48−1.6% | Reduced |
| Clark Capital Management Group, Inc. | 2,970 | $1.86M | 0.02% | +2,970 | New |
| Sheaff Brock Investment Advisors, LLC | 2,946 | $1.84M | 0.17% | +3+0.1% | Added |
| Cigna Investments Inc | 2,927 | $1.83M | 0.38% | +3+0.1% | Added |
| Advisor OS, LLC | 2,927 | $1.83M | 0.24% | −642−18.0% | Reduced |
| TrimTabs Asset Management, LLC | 2,845 | $1.78M | 0.52% | +2,845 | New |
| Riverpark Capital Management LLC | 2,844 | $1.78M | 2.72% | +158+5.9% | Added |
| Silicon Valley Capital Partners | 2,824 | $1.76M | 0.30% | +5+0.2% | Added |
| Eisler Capital (UK) Ltd. | 2,822 | $1.76M | 0.16% | +2,822 | New |
| Ballentine Partners, LLC | 2,802 | $1.75M | 0.04% | +499+21.7% | Added |
| Signature Wealth Management Group | 2,796 | $1.75M | 0.81% | +2,796 | New |
| Roberts Glore & Co Inc | 2,794 | $1.75M | 0.54% | −15−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,780 | $1.74M | 0.32% | −52−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,772 | $1.73M | 0.28% | −213−7.1% | Reduced |
| National Asset Management, Inc. | 2,759 | $1.72M | 0.05% | +127+4.8% | Added |