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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
Sawtooth Solutions, LLC831$318.0K0.07%––
Legacy Bridge, LLC830$318.0K0.21%––
Clear Perspective Advisors, LLC831$318.0K0.12%––
Hixon Zuercher, LLC830$318.0K0.21%––
Planned Solutions, Inc.832$319.0K0.25%––
Polar Asset Management Partners Inc.835$320.0K0.00%––
Dorsey & Whitney Trust CO LLC842$322.0K0.03%––
Integrated Advisors Network LLC841$322.0K0.03%––
Boenning & Scattergood, Inc.846$324.0K0.06%––
Value Partners Investments Inc.846$324.0K0.03%––
Diversified Investment Strategies, LLC860$329.0K0.26%––
RMB Capital Management, LLC861$330.0K0.01%––
Capital Investment Counsel, Inc875$335.0K0.09%––
Homrich & Berg876$336.0K0.01%––
Bragg Financial Advisors, Inc884$339.0K0.02%––
Kingsview Wealth Management, LLC859$340.0K0.02%––
Verition Fund Management LLC891$341.0K0.01%––
Magnus Financial Group LLC892$342.0K0.08%––
Winthrop Advisory Group LLC895$343.0K0.08%––
KCM Investment Advisors LLC899$344.0K0.02%––
Main Street Financial Solutions, LLC898$344.0K0.06%––
Supplemental Annuity Collective Trust of NJ900$345.0K0.12%––
Bellevue Group AG900$345.0K0.00%––
Keel Point, LLC908$348.0K0.04%––
Freestone Capital Holdings, LLC912$349.0K0.02%––
West Coast Financial LLC916$351.0K0.06%––
Great Diamond Partners, LLC922$353.0K0.11%––
Cetera Advisors LLC929$356.0K0.01%––
Kore Private Wealth LLC930$356.0K0.05%––
Oakworth Capital, Inc.932$357.0K0.04%––
Tennessee Valley Asset Management Partners938$359.0K0.09%––
Community Bank & Trust, Waco, Texas943$361.0K0.12%––
Quest Capital Management Inc949$364.0K0.08%––
Natixis Investment Managers International951$364.0K0.02%––
FineMark National Bank & Trust949$364.0K0.02%––
Leonteq Securities AG951$364.3K0.02%––
Intrust Bank NA953$365.0K0.05%––
Lido Advisors, LLC959$368.0K0.01%––
Ritholtz Wealth Management963$369.0K0.03%––
Atalanta Sosnoff Capital, LLC970$372.0K0.01%––
Aj Wealth Strategies, LLC984$377.0K0.03%––
Traynor Capital Management, Inc.991$379.0K0.06%––
Samalin Investment Counsel, LLC995$381.0K0.26%––
Camden National Bank1,001$383.0K0.08%––
Godsey & Gibb Associates1,000$383.0K0.05%––
RBF Capital, LLC1,000$383.0K0.02%––
K.J. Harrison & Partners Inc1,000$383.0K0.06%––
Schnieders Capital Management LLC1,000$383.0K0.11%––
Camden National Bank1,001$383.0K0.08%––
Shay Capital LLC1,000$383.0K0.11%––
Principle Wealth Partners LLC1,000$383.0K0.05%––
CoreFirst Bank & Trust1,000$383.0K0.26%––
SeaCrest Wealth Management, LLC1,009$387.0K0.05%––
Caldwell Trust Co1,018$390.0K0.05%––
Miracle Mile Advisors, LLC1,037$397.0K0.02%––
Pathway Financial Advisors LLC919$400.0K0.16%––
Lakeview Capital Partners, LLC1,046$401.0K0.17%––
CWM, LLC825$404.0K0.00%––
Bond & Devick Financial Network, Inc.1,057$405.0K0.37%––
Crawford Investment Counsel Inc1,063$407.0K0.01%––
Integrated Wealth Concepts LLC1,065$408.0K0.02%––
AIA Group Ltd1,068$409.0K0.06%––
Perigon Wealth Management, LLC1,067$409.0K0.04%––
Orion Portfolio Solutions, LLC1,073$411.0K0.02%––
Pacific Global Investment Management CO1,076$412.0K0.09%––
Vigilant Capital Management, LLC1,075$412.0K0.04%––
Alpha Omega Wealth Management LLC1,075$412.0K0.07%––
Tolleson Wealth Management, Inc.1,076$412.0K0.12%––
Prospera Financial Services Inc1,079$413.0K0.02%––
Alta Wealth Advisors LLC1,078$413.0K0.35%––
Caxton Corp1,080$414.0K0.27%––
Catalyst Private Wealth, LLC1,081$414.0K0.29%––
CNB Bank1,083$415.0K0.29%––
Boothbay Fund Management, LLC1,093$419.0K0.02%––
Camelot Portfolios, LLC1,095$419.0K0.17%––
Parsec Financial Management, Inc.1,105$423.0K0.02%––
Gotham Asset Management, LLC1,105$423.0K0.02%––
Western Financial Corporation1,108$425.0K0.26%––
Burke & Herbert Bank & Trust Co1,115$427.0K0.29%––
Plante Moran Financial Advisors, LLC1,115$427.0K0.12%––
Whalerock Point Partners, LLC1,115$427.1K0.19%––
Mission Wealth Management, LP1,119$429.0K0.02%––
First Horizon Advisors, Inc.1,124$430.0K0.02%––
South State Corp.1,126$431.0K0.04%––
Institute for Wealth Management, LLC.1,136$435.0K0.08%––
Wealth Management Associates, Inc.1,150$440.5K0.28%––
Woodstock Corp1,160$444.0K0.06%––
Jennison Associates LLC1,165$446.0K0.00%––
Chesapeake Wealth Management1,165$446.0K0.15%––
Graves-Light Private Wealth Management, Inc.1,167$447.0K0.08%––
Bremer Bank National Association1,168$447.0K0.10%––
Quadrant Capital Group LLC1,169$448.0K0.07%––
Modera Wealth Management, LLC1,172$449.0K0.03%––
Column Capital Advisors, LLC1,173$449.0K0.10%––
DSC Advisors, L.P.1,174$450.0K0.37%––
Tiemann Investment Advisors, LLC1,179$452.0K0.23%––
Verdence Capital Advisors LLC1,193$457.0K0.08%––
Bahl & Gaynor Inc1,200$460.0K0.00%––
Waycross Partners, LLC1,200$460.0K0.26%––
Neville Rodie & Shaw Inc1,207$462.0K0.04%––