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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, Q1 2021

Institutional positions in Intuit Inc. as of Mar 31, 2021. 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
1,337
No complete 13F data for Q4 2020
Shares held
231.9M
No complete 13F data for Q4 2020
Total value
$88.8B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,337 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ1 2021: $88.8B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Intuit Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding INTU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mascoma Wealth Management LLC1$00.00%––
Macroview Investment Management LLC3$1.00K0.00%––
Cordasco Financial Network2$1.00K0.00%––
Burleson & Company, LLC2$1.00K0.00%––
Moser Wealth Advisors, LLC3$1.00K0.00%––
Globeflex Capital L P6$2.00K0.00%––
Northern Oak Wealth Management Inc4$2.00K0.00%––
Transamerica Financial Advisors, Inc.3$2.00K0.05%––
Hudock, Inc.6$2.00K0.00%––
FormulaFolio Investments, LLC5$2.00K0.00%––
USA Financial Portformulas Corp4$2.00K0.00%––
D'Orazio & Associates, Inc.6$2.00K0.00%––
Sugarloaf Wealth Management, LLC4$2.00K0.00%––
Institutional & Family Asset Management, LLC5$2.00K0.00%––
First National Bank of South Miami6$2.00K0.00%––
TFC Financial Management6$2.00K0.00%––
Sofos Investments, Inc.2,792$2.04K0.04%––
Global Financial Private Client, LLC6$2.37K0.00%––
Allred Capital Management, LLC7$2.68K0.00%––
James Investment Research Inc7$3.00K0.00%––
Grandview Asset Management LLC8$3.00K0.00%––
Filbrandt Wealth Management, LLC8$3.00K0.00%––
Accel Wealth Management7$3.00K0.00%––
Glen Eagle Advisors, LLC8$3.06K0.00%––
Thomas White International Ltd10$4.00K0.00%––
Barrett Asset Management, LLC10$4.00K0.00%––
Private Ocean, LLC11$4.00K0.00%––
Proffitt & Goodson Inc14$5.00K0.00%––
Northwest Investment Counselors, LLC13$5.00K0.00%––
Savior LLC12$5.00K0.01%––
TSFG, LLC12$5.00K0.00%––
Atlas Private Wealth Advisors14$5.00K0.00%––
Mizuho Securities Co. Ltd.15$6.00K0.00%––
Edge Wealth Management LLC15$6.00K0.00%––
Coastal Capital Group, Inc.15$6.00K0.00%––
Aspire Private Capital, LLC15$6.00K0.00%––
ClariVest Asset Management LLC18$7.00K0.00%––
Valley National Advisers Inc22$8.00K0.00%––
CSat Investment Advisory, L.P.21$8.00K0.01%––
Baystate Wealth Management LLC21$8.00K0.00%––
Patriot Financial Group Insurance Agency, LLC21$8.00K0.00%––
McIlrath & Eck, LLC21$8.00K0.00%––
Red Cedar Capital, LLC22$8.00K0.01%––
Selective Wealth Management, Inc.22$8.00K0.01%––
HighMark Wealth Management LLC21$8.00K0.01%––
Gradient Investments LLC23$9.00K0.00%––
QVR LLC23$9.00K0.19%––
RBA Wealth Management, LLC25$9.58K0.01%––
Raffa Wealth Management, LLC26$9.96K0.00%––
JNBA Financial Advisors29$11.0K0.00%––
Community Bank, N.A.30$11.0K0.00%––
Princeton Global Asset Management LLC30$11.0K0.00%––
Tradition Wealth Management, LLC30$11.0K0.00%––
Better Money Decisions, LLC28$11.0K0.01%––
Front Row Advisors LLC32$12.0K0.01%––
Alpha DNA Investment Management LLC35$13.0K0.01%––
Evolution Wealth Advisors, LLC37$14.0K0.00%––
Cowa, LLC34$14.0K0.01%––
BDO Wealth Advisors, LLC39$15.0K0.00%––
Bogart Wealth, LLC38$15.0K0.00%––
Cypress Point Wealth Management, LLC38$15.0K0.02%––
Hexavest Inc.42$16.0K0.00%––
Bourgeon Capital Management LLC44$17.0K0.00%––
WealthShield Partners, LLC45$17.0K0.00%––
Hanson & Doremus Investment Management46$18.0K0.00%––
Investors Research Corp46$18.0K0.01%––
Meridian Wealth Partners, LLC50$19.0K0.01%––
First Financial Corp53$20.0K0.01%––
Human Investing LLC53$20.0K0.01%––
Ameritas Investment Company, LLC53$20.3K0.00%––
MUFG Americas Holdings Corp54$21.0K0.00%––
Wealthcare Capital Management LLC55$21.0K0.00%––
Total Clarity Wealth Management, Inc.55$21.0K0.01%––
Rockbridge Investment Management, LCC55$21.0K0.00%––
Prime Capital Investment Advisors, LLC57$22.0K0.00%––
Thompson Siegel & Walmsley LLC60$23.0K0.00%––
Financial Management Professionals, Inc.60$23.0K0.01%––
Resolute Partners Group80$24.0K0.00%––
Allworth Financial LP65$25.0K0.00%––
Stephenson National Bank & Trust68$26.0K0.02%––
Capital Analysts, LLC69$27.0K0.00%––
MPS Loria Financial Planners, LLC72$27.0K0.01%––
Eudaimonia Partners, LLC70$27.0K0.01%––
Canada Pension Plan Investment Board77$29.0K0.00%––
Solstein Capital, LLC76$29.0K0.04%––
Clearview Wealth Advisors LLC76$29.0K0.02%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC83$31.0K0.00%––
Laurel Wealth Advisors LLC80$31.0K0.01%––
Stonebridge Capital Advisors LLC84$32.0K0.00%––
Creative Financial Designs Inc91$35.0K0.01%––
Crewe Advisors LLC91$35.0K0.01%––
Piscataqua Savings Bank97$37.0K0.03%––
FAI Wealth Management100$38.0K0.03%––
Prestige Wealth Management Group LLC102$39.0K0.01%––
Atlas Private Wealth Management102$39.0K0.02%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$42.1K0.06%––
First Manhattan Co115$44.0K0.00%––
Norway Savings Bank116$44.0K0.02%––
Center for Financial Planning, Inc.115$44.0K0.01%––
Manchester Capital Management LLC117$45.0K0.01%––