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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
Trellis Advisors, LLC1,207$462.0K0.26%––
Quantitative Investment Management, LLC1,222$468.0K0.04%––
North Star Investment Management Corp.1,230$471.0K0.04%––
Renasant Bank1,230$471.0K0.38%––
Calton & Associates, Inc.1,231$472.0K0.09%––
Beaumont Financial Partners, LLC1,233$472.0K0.04%––
Apollon Wealth Management, LLC1,231$472.0K0.09%––
First National Trust Co1,237$474.0K0.03%––
Mather Group, LLC.1,243$476.0K0.01%––
Centiva Capital, LP1,257$482.0K0.07%––
Resources Investment Advisors, LLC.1,270$486.0K0.02%––
Mutual Advisors, LLC1,269$486.0K0.03%––
Athanor Capital, LP1,269$486.0K0.02%––
Wharton Business Group, LLC1,272$487.0K0.04%––
Level Four Advisory Services, LLC1,279$490.0K0.04%––
Reynders McVeigh Capital Management, LLC1,281$491.0K0.03%––
Dakota Wealth Management1,288$493.0K0.07%––
Stock Yards Bank & Trust Co1,300$498.0K0.03%––
TCI Wealth Advisors, Inc.1,301$498.0K0.22%––
RHS Financial, LLC1,302$499.0K0.42%––
Coldstream Capital Management Inc1,313$503.0K0.03%––
Bridgefront Capital, LLC1,316$504.0K0.16%––
Ballentine Partners, LLC1,317$505.0K0.02%––
HBK Sorce Advisory LLC1,329$509.0K0.03%––
Evoke Wealth, LLC1,345$515.0K0.02%––
Evercore Wealth Management, LLC1,347$516.0K0.01%––
Ancora Advisors, LLC1,350$517.0K0.01%––
ETF Managers Group, LLC1,390$519.0K0.01%––
Sound View Wealth Advisors Group, LLC1,354$519.0K0.12%––
Financial Advocates Investment Management1,358$520.0K0.04%––
1st Source Bank1,371$525.0K0.03%––
Intersect Capital LLC1,375$527.0K0.11%––
Eastern Bank1,380$529.0K0.03%––
Roundview Capital LLC1,390$532.0K0.07%––
JFS Wealth Advisors, LLC1,391$533.0K0.11%––
Michael B. Yongue1,392$533.0K0.42%––
Act Wealth Management, LLC1,400$536.0K0.35%––
Almanack Investment Partners, LLC.1,409$540.0K0.05%––
KMG Fiduciary Partners, LLC1,410$540.0K0.11%––
Harbor Group, Inc.1,329$541.0K0.37%––
TrinityPoint Wealth, LLC1,422$545.0K0.13%––
NEXT Financial Group, Inc1,425$546.0K0.05%––
Fisher Asset Management, LLC1,430$548.0K0.00%––
Gateway Investment Advisers LLC1,441$552.0K0.01%––
Zions Bancorporation, N.A.1,448$555.0K0.06%––
Spinnaker Trust1,457$558.0K0.04%––
Valmark Advisers, Inc.1,456$558.0K0.01%––
Smithfield Trust Co1,473$564.0K0.04%––
Savant Capital, LLC1,499$574.0K0.03%––
Eqis Capital Management, Inc.1,499$574.0K0.04%––
Truvestments Capital LLC1,500$574.0K0.32%––
Geneos Wealth Management Inc.1,393$574.0K0.02%––
Concentric Wealth Management, LLC1,500$575.0K0.19%––
Ossiam1,520$582.0K0.02%––
Gryphon Financial Partners LLC1,523$583.0K0.14%––
Sequoia Financial Advisors, LLC1,533$587.0K0.02%––
Transform Wealth, LLC1,534$588.0K0.12%––
Fort Pitt Capital Group, LLC1,542$591.0K0.03%––
Baldwin Brothers Inc1,548$593.0K0.07%––
Pallas Capital Advisors LLC1,513$594.0K0.13%––
180 Wealth Advisors, LLC1,386$601.0K0.15%––
Spire Wealth Management2,153$602.0K0.02%––
Van Strum & Towne Inc.1,586$608.0K0.31%––
Horizon Investments, LLC1,587$608.0K0.02%––
First Financial Bank - Trust Division1,600$613.0K0.07%––
Epstein & White Financial LLC1,600$613.0K0.18%––
Conestoga Capital Advisors, LLC1,605$615.0K0.01%––
Camden Capital, LLC1,608$616.0K0.17%––
Great Lakes Advisors, LLC1,610$617.0K0.01%––
Snowden Capital Advisors LLC1,618$619.8K0.04%––
Guardian Capital LP1,635$626.0K0.01%––
TimesSquare Capital Management, LLC1,635$626.0K0.01%––
GM Advisory Group, Inc.1,634$626.0K0.08%––
HighPoint Advisor Group LLC1,507$629.0K0.07%––
PAX Financial Group, LLC1,643$629.0K0.18%––
Lumature Wealth Partners, LLC1,646$631.0K0.33%––
Pinnacle Financial Partners Inc1,651$633.0K0.03%––
Proficio Capital Partners LLC1,656$634.0K0.08%––
Liberty Wealth Management LLC1,701$635.0K0.31%––
Schwab Charitable Fund1,660$636.0K0.07%––
Davy Global Fund Management Ltd1,664$637.0K0.11%––
Hilltop Holdings Inc.1,672$641.0K0.08%––
Bridges Investment Management Inc1,689$646.0K0.02%––
Tuttle Tactical Management1,690$647.0K0.26%––
Lincoln National Corp1,692$648.0K0.02%––
Integrated Investment Consultants, LLC1,694$649.0K0.22%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,695$649.0K0.25%––
Fukoku Mutual Life Insurance Co1,700$651.0K0.06%––
Parthenon LLC1,700$651.0K0.10%––
Scharf Investments, LLC1,701$652.0K0.02%––
Evanson Asset Management, LLC1,706$654.0K0.10%––
Optas, LLC1,714$656.0K0.21%––
Aristotle Capital Management, LLC1,720$659.0K0.00%––
Monetary Management Group Inc1,725$661.0K0.21%––
Texas Capital Bancshares Inc1,730$662.0K0.53%––
Sand Hill Global Advisors, LLC1,732$663.0K0.04%––
Ropes Wealth Advisors LLC1,685$666.0K0.12%––
Connolly Sarah T.1,745$668.0K0.59%––
Oliver Luxxe Assets LLC1,750$670.0K0.20%––
RFG Advisory, LLC1,760$674.0K0.07%––