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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
Private Capital Group, LLC118$45.0K0.01%––
Optimum Investment Advisors120$46.0K0.01%––
Enterprise Financial Services Corp127$49.0K0.01%––
West Paces Advisors Inc.130$49.8K0.02%––
Harbor Investment Advisory, LLC131$50.0K0.01%––
Salem Investment Counselors Inc133$51.0K0.00%––
Farmers & Merchants Investments Inc135$52.0K0.00%––
Gemmer Asset Management LLC139$53.0K0.01%––
Capital Advisory Group Advisory Services, LLC150$57.0K0.02%––
Altshuler Shaham Ltd162$62.0K0.00%––
Catalyst Capital Advisors LLC162$62.0K0.00%––
Certified Advisory Corp161$62.0K0.02%––
Sun Life Financial INC164$63.0K0.01%––
Concord Wealth Partners169$65.0K0.02%––
Jones Financial Companies LLLP177$68.0K0.00%––
Wealthcare Advisory Partners LLC180$69.0K0.00%––
Washington Trust Co185$71.0K0.00%––
Hillsdale Investment Management Inc.185$71.0K0.01%––
Glassman Wealth Services188$72.0K0.02%––
GPS Wealth Strategies Group, LLC189$72.0K0.02%––
Sutton Wealth Advisors Inc.190$72.8K0.03%––
Proequities, Inc.190$73.0K0.01%––
Manchester Financial Inc197$75.0K0.03%––
Birch Capital Management, LLC197$75.0K0.06%––
Exane Derivatives197$75.5K0.02%––
Versant Capital Management, Inc199$76.0K0.03%––
Geo Capital Gestora de Recursos Ltd198$76.0K0.04%––
CVA Family Office, LLC198$76.0K0.03%––
Truehand, Inc200$77.0K0.05%––
Massmutual Trust Co FSB203$78.0K0.00%––
Newfound Research LLC204$78.0K0.18%––
Jackson, Grant Investment Advisers, Inc.205$79.0K0.04%––
Islay Capital Management, LLC205$79.0K0.07%––
Carolinas Wealth Consulting LLC209$80.0K0.02%––
International Assets Investment Management, LLC228$86.0K0.01%––
Delta Asset Management LLC228$87.0K0.01%––
Prentice Wealth Management LLC230$88.0K0.05%––
Global Retirement Partners, LLC232$89.0K0.01%––
Hexagon Capital Partners LLC235$90.0K0.02%––
SOA Wealth Advisors, LLC.255$97.0K0.03%––
Friess Associates LLC262$100.0K0.04%––
Cedar Wealth Management, LLC266$102.0K0.05%––
Heritage Wealth Advisors268$102.7K0.01%––
Pinnacle Bancorp, Inc.274$105.0K0.05%––
Pacitti Group Inc.279$107.0K0.07%––
Freedman Financial Associates, Inc.287$110.0K0.09%––
Fieldpoint Private Securities, LLC289$111.0K0.03%––
Reilly Financial Advisors, LLC299$114.0K0.01%––
Trustcore Financial Services, LLC304$116.0K0.01%––
Sage Private Wealth Group, LLC332$127.0K0.22%––
BerganKDV Wealth Management, LLC349$134.0K0.02%––
Howe & Rusling Inc360$138.0K0.02%––
KB Financial Partners, LLC361$138.0K0.06%––
State of Wyoming367$141.0K0.23%––
Harbour Investments, Inc.376$144.0K0.01%––
Asset Dedication, LLC378$144.0K0.03%––
First Personal Financial Services375$144.0K0.04%––
Lindbrook Capital, LLC386$148.0K0.03%––
Atticus Wealth Management, LLC398$152.0K0.07%––
Fortis Advisors, LLC400$153.0K0.11%––
Parkside Financial Bank & Trust403$154.0K0.05%––
Assetmark, Inc407$156.0K0.00%––
Rosenberg Matthew Hamilton427$164.0K0.09%––
Rational Advisors LLC432$165.0K0.03%––
San Francisco Sentry Investment Group (Ca)450$172.0K0.07%––
JJJ Advisors Inc.448$172.0K0.07%––
Sandy Spring Bank466$178.0K0.01%––
Johnson Financial Group, Inc.468$179.0K0.01%––
Credential Qtrade Securities Inc.470$180.0K0.02%––
Pittenger & Anderson Inc475$182.0K0.01%––
Ssi Investment Management LLC523$202.0K0.01%––
Riverview Trust Co533$204.0K0.23%––
Tiedemann Advisors, LLC541$207.0K0.01%––
XR Securities LLC543$208.0K0.12%––
Paragon Advisors, LLC544$208.0K0.11%––
AGF Investments LLC545$209.0K0.02%––
Childress Capital Advisors, LLC546$209.0K0.10%––
Wilbanks Smith & Thomas Asset Management LLC550$211.0K0.01%––
New England Research & Management, Inc.550$211.0K0.12%––
LifeSteps Financial, Inc.554$212.0K0.18%––
First Pacific Advisors, LP555$213.0K0.00%––
Peregrine Asset Advisers, Inc.557$213.0K0.11%––
Ellevest, Inc.555$213.0K0.03%––
Douglas Lane & Associates, LLC559$214.0K0.00%––
McLean Asset Management Corp516$215.0K0.17%––
Sustainable Insight Capital Management, LLC564$216.0K0.14%––
Peapack Gladstone Financial Corp575$220.0K0.01%––
Cedar Mountain Advisors, LLC574$220.0K0.07%––
Convergence Investment Partners, LLC583$223.0K0.10%––
CX Institutional581$223.0K0.02%––
FinTrust Capital Advisors, LLC586$224.0K0.06%––
Wedge Capital Management L L P588$225.0K0.00%––
RiverFront Investment Group, LLC587$225.0K0.00%––
Palladium Partners LLC599$229.0K0.01%––
Westwood Management Corp600$230.0K0.02%––
Reinhart Partners, Inc.600$230.0K0.01%––
Newman Dignan & Sheerar, Inc.600$230.0K0.09%––
East Coast Asset Management, LLC.600$230.0K0.06%––
Columbia Asset Management600$230.0K0.04%––
Select Asset Management & Trust600$230.0K0.15%––