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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
Sather Financial Group Inc604$231.0K0.03%––
Van Hulzen Asset Management, LLC606$232.0K0.04%––
Johanson Financial Advisors, Inc.564$232.0K0.08%––
Tufton Capital Management610$233.0K0.04%––
TCTC Holdings, LLC607$233.0K0.01%––
Grove Bank & Trust608$233.0K0.05%––
Altfest L J & Co Inc611$234.0K0.06%––
Financial Architects, Inc617$236.0K0.04%––
Advisors Capital Management, LLC621$237.0K0.01%––
TRUE Private Wealth Advisors619$237.0K0.04%––
Arkadios Wealth Advisors621$237.0K0.04%––
Trustmark National Bank Trust Department622$238.0K0.02%––
Verity Asset Management, Inc.621$238.0K0.14%––
Wade Financial Advisory, Inc622$238.0K0.15%––
Sonora Investment Management, LLC624$239.0K0.02%––
Corundum Group, Inc.623$239.0K0.19%––
Abbrea Capital, LLC626$240.0K0.04%––
Somerville Kurt F630$241.0K0.04%––
Redhawk Wealth Advisors, Inc.629$241.0K0.06%––
Penserra Capital Management LLC639$244.0K0.00%––
Essex Savings Bank625$244.0K0.11%––
Nomura Holdings Inc640$245.0K0.00%––
One Capital Management, LLC642$245.0K0.03%––
Moors & Cabot, Inc.639$245.0K0.02%––
Hummer Financial Advisory Services Inc640$245.0K0.24%––
Cedar Brook Financial Partners, LLC643$246.0K0.09%––
Essex Financial Services, Inc.648$248.0K0.04%––
WealthStone, Inc.648$248.0K0.09%––
Legacy Wealth Management, LLC650$249.0K0.15%––
Crestline Management, LP650$249.0K0.03%––
Tarbox Family Office, Inc.649$249.0K0.05%––
Marino, Stram & Associates LLC652$250.0K0.10%––
Valtinson Bruner Financial Planning LLC600$251.0K0.15%––
Walter & Keenan Financial Consulting Co657$252.0K0.09%––
Yorktown Management & Research Co Inc660$253.0K0.21%––
Journey Advisory Group, LLC660$253.0K0.09%––
Berman Capital Advisors, LLC664$254.0K0.05%––
Concentrum Wealth Management665$255.0K0.19%––
Geller Advisors LLC667$256.0K0.06%––
Frontier Wealth Management LLC668$256.0K0.02%––
Leavell Investment Management, Inc.673$258.0K0.02%––
St. Louis Trust Co674$258.0K0.06%––
John G Ullman & Associates Inc675$259.0K0.03%––
Aevitas Wealth Management, Inc.675$259.0K0.18%––
MJP Associates Inc678$260.0K0.11%––
Personal Cfo Solutions, LLC679$260.0K0.06%––
AdvisorNet Financial, Inc695$266.0K0.02%––
Bernardo Wealth Planning LLC695$266.0K0.17%––
Contravisory Investment Management, Inc.697$267.0K0.08%––
Oxbow Advisors, LLC699$268.0K0.03%––
Americana Partners, LLC700$268.0K0.17%––
DCM Advisors, LLC700$268.0K0.16%––
Magellan Asset Management Ltd706$270.0K0.00%––
Harvest Fund Management Co., Ltd705$270.0K0.03%––
Highland Private Wealth Management706$271.0K0.04%––
Vigilare Wealth Management707$271.0K0.19%––
Newbridge Financial Services Group, Inc.715$274.0K0.20%––
Family Firm, Inc.725$278.0K0.08%––
MONECO Advisors, LLC725$278.0K0.14%––
Johnson Bixby & Associates, LLC725$278.0K0.09%––
Edmond de Rothschild Holding S.A.731$280.0K0.01%––
JSF Financial, LLC731$280.0K0.18%––
Flputnam Investment Management Co734$281.0K0.01%––
Full Sail Capital, LLC700$281.0K0.03%––
Cullen/Frost Bankers, Inc.740$283.0K0.01%––
Kings Point Capital Management745$285.0K0.03%––
Halbert Hargrove Global Advisors, LLC744$285.0K0.02%––
Mechanics Bank Trust Department747$286.0K0.05%––
Gill Capital Partners, LLC750$287.0K0.15%––
Scotia Capital Inc.751$288.0K0.00%––
Carroll Financial Associates, Inc.762$291.0K0.02%––
Orchard Capital Managment, LLC759$291.0K0.09%––
Regent Peak Wealth Advisors LLC763$292.0K0.10%––
Comerica Securities,inc.765$293.0K0.02%––
Sigma Planning Corp766$293.0K0.01%––
NuWave Investment Management, LLC765$293.0K0.37%––
Avantax Planning Partners, Inc.771$295.0K0.02%––
Plancorp, LLC770$295.0K0.06%––
Symphony Financial, Ltd. Co.736$295.0K0.08%––
Wealthgate Family Office, LLC770$295.0K0.40%––
Royal Fund Management, LLC774$296.0K0.05%––
Wealth Alliance779$298.0K0.08%––
Brighton Jones LLC780$299.0K0.02%––
Avenue 1 Advisors, LLC796$305.0K0.19%––
Bourne Lent Asset Management Inc799$306.0K0.10%––
WESPAC Advisors, LLC800$306.0K0.23%––
Horan Capital Advisors, LLC.800$306.0K0.15%––
Barbara Oil Co.800$306.0K0.15%––
Mason Investment Advisory Services, Inc.800$306.4K0.03%––
M&G Investment Management Ltd801$307.0K0.00%––
Elgethun Capital Management801$307.0K0.12%––
Bartlett & Co. LLC805$308.0K0.01%––
Bartlett & Co. Wealth Management LLC805$308.4K0.01%––
Arrow Financial Corp810$310.0K0.04%––
Ifrah Financial Services, Inc.815$312.0K0.09%––
Concorde Asset Management, LLC816$313.0K0.18%––
Curated Wealth Partners LLC817$313.0K0.19%––
Resources Management Corp825$316.0K0.05%––
Flagship Harbor Advisors, LLC825$316.0K0.04%––
Successful Portfolios LLC826$316.0K0.21%––