Skip to main content

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
Berman Capital Advisors, LLC664$254.0K0.05%––
Yorktown Management & Research Co Inc660$253.0K0.21%––
Journey Advisory Group, LLC660$253.0K0.09%––
Walter & Keenan Financial Consulting Co657$252.0K0.09%––
Valtinson Bruner Financial Planning LLC600$251.0K0.15%––
Marino, Stram & Associates LLC652$250.0K0.10%––
Crestline Management, LP650$249.0K0.03%––
Tarbox Family Office, Inc.649$249.0K0.05%––
Legacy Wealth Management, LLC650$249.0K0.15%––
Essex Financial Services, Inc.648$248.0K0.04%––
WealthStone, Inc.648$248.0K0.09%––
Cedar Brook Financial Partners, LLC643$246.0K0.09%––
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%––
Penserra Capital Management LLC639$244.0K0.00%––
Essex Savings Bank625$244.0K0.11%––
Somerville Kurt F630$241.0K0.04%––
Redhawk Wealth Advisors, Inc.629$241.0K0.06%––
Abbrea Capital, LLC626$240.0K0.04%––
Sonora Investment Management, LLC624$239.0K0.02%––
Corundum Group, Inc.623$239.0K0.19%––
Trustmark National Bank Trust Department622$238.0K0.02%––
Verity Asset Management, Inc.621$238.0K0.14%––
Wade Financial Advisory, Inc622$238.0K0.15%––
Advisors Capital Management, LLC621$237.0K0.01%––
TRUE Private Wealth Advisors619$237.0K0.04%––
Arkadios Wealth Advisors621$237.0K0.04%––
Financial Architects, Inc617$236.0K0.04%––
Altfest L J & Co Inc611$234.0K0.06%––
Tufton Capital Management610$233.0K0.04%––
TCTC Holdings, LLC607$233.0K0.01%––
Grove Bank & Trust608$233.0K0.05%––
Van Hulzen Asset Management, LLC606$232.0K0.04%––
Johanson Financial Advisors, Inc.564$232.0K0.08%––
Sather Financial Group Inc604$231.0K0.03%––
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%––
Palladium Partners LLC599$229.0K0.01%––
Wedge Capital Management L L P588$225.0K0.00%––
RiverFront Investment Group, LLC587$225.0K0.00%––
FinTrust Capital Advisors, LLC586$224.0K0.06%––
Convergence Investment Partners, LLC583$223.0K0.10%––
CX Institutional581$223.0K0.02%––
Peapack Gladstone Financial Corp575$220.0K0.01%––
Cedar Mountain Advisors, LLC574$220.0K0.07%––
Sustainable Insight Capital Management, LLC564$216.0K0.14%––
McLean Asset Management Corp516$215.0K0.17%––
Douglas Lane & Associates, LLC559$214.0K0.00%––
First Pacific Advisors, LP555$213.0K0.00%––
Peregrine Asset Advisers, Inc.557$213.0K0.11%––
Ellevest, Inc.555$213.0K0.03%––
LifeSteps Financial, Inc.554$212.0K0.18%––
Wilbanks Smith & Thomas Asset Management LLC550$211.0K0.01%––
New England Research & Management, Inc.550$211.0K0.12%––
AGF Investments LLC545$209.0K0.02%––
Childress Capital Advisors, LLC546$209.0K0.10%––
XR Securities LLC543$208.0K0.12%––
Paragon Advisors, LLC544$208.0K0.11%––
Tiedemann Advisors, LLC541$207.0K0.01%––
Riverview Trust Co533$204.0K0.23%––
Ssi Investment Management LLC523$202.0K0.01%––
Pittenger & Anderson Inc475$182.0K0.01%––
Credential Qtrade Securities Inc.470$180.0K0.02%––
Johnson Financial Group, Inc.468$179.0K0.01%––
Sandy Spring Bank466$178.0K0.01%––
San Francisco Sentry Investment Group (Ca)450$172.0K0.07%––
JJJ Advisors Inc.448$172.0K0.07%––
Rational Advisors LLC432$165.0K0.03%––
Rosenberg Matthew Hamilton427$164.0K0.09%––
Assetmark, Inc407$156.0K0.00%––
Parkside Financial Bank & Trust403$154.0K0.05%––
Fortis Advisors, LLC400$153.0K0.11%––
Atticus Wealth Management, LLC398$152.0K0.07%––
Lindbrook Capital, LLC386$148.0K0.03%––
Harbour Investments, Inc.376$144.0K0.01%––
Asset Dedication, LLC378$144.0K0.03%––
First Personal Financial Services375$144.0K0.04%––
State of Wyoming367$141.0K0.23%––
Howe & Rusling Inc360$138.0K0.02%––
KB Financial Partners, LLC361$138.0K0.06%––
BerganKDV Wealth Management, LLC349$134.0K0.02%––
Sage Private Wealth Group, LLC332$127.0K0.22%––
Trustcore Financial Services, LLC304$116.0K0.01%––
Reilly Financial Advisors, LLC299$114.0K0.01%––
Fieldpoint Private Securities, LLC289$111.0K0.03%––
Freedman Financial Associates, Inc.287$110.0K0.09%––
Pacitti Group Inc.279$107.0K0.07%––
Pinnacle Bancorp, Inc.274$105.0K0.05%––
Heritage Wealth Advisors268$102.7K0.01%––
Cedar Wealth Management, LLC266$102.0K0.05%––
Friess Associates LLC262$100.0K0.04%––
SOA Wealth Advisors, LLC.255$97.0K0.03%––
Hexagon Capital Partners LLC235$90.0K0.02%––
Global Retirement Partners, LLC232$89.0K0.01%––