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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
Clear Street Markets LLC2,000$766.0K0.23%––
Moody Lynn & Lieberson, LLC1,976$757.0K0.06%––
Evergreen Capital Management LLC1,977$757.0K0.04%––
Private Trust Co NA1,974$756.0K0.12%––
Heron Financial Group, LLC1,904$753.0K0.46%––
Northwest & Ethical Investments L.P.1,954$748.5K0.03%––
Crestone Asset Management LLC1,952$748.0K0.19%––
Beacon Pointe Advisors, LLC1,941$745.0K0.05%––
McRae Capital Management Inc1,928$738.0K0.18%––
Engineers Gate Manager LP1,927$738.0K0.04%––
Benjamin F. Edwards & Company, Inc.1,923$737.0K0.04%––
Tudor Investment Corp Et Al1,921$736.0K0.02%––
Altium Wealth Management LLC1,921$736.0K0.06%––
Voloridge Investment Management, LLC1,918$735.0K0.01%––
United Bank1,910$732.0K0.10%––
Mount Yale Investment Advisors, LLC1,911$732.0K0.10%––
Red Spruce Capital, LLC1,904$729.0K0.46%––
Fulcrum Asset Management LLP–$726.0K0.47%––
Sargent Investment Group, LLC1,880$720.0K0.19%––
WBH Advisory Inc1,875$718.0K0.12%––
Cetera Investment Advisers1,874$718.0K0.01%––
Two Sigma Investments, LP1,867$715.0K0.00%––
Kensington Investment Counsel, LLC1,862$713.0K0.54%––
Circle Wealth Management, LLC1,860$712.0K0.11%––
Accretive Wealth Partners, LLC1,852$709.0K0.64%––
Psagot Investment House Ltd.1,844$706.0K0.02%––
Clearstead Advisors, LLC1,827$700.0K0.06%––
EP Wealth Advisors, LLC1,828$700.0K0.02%––
Carnegie Capital Asset Management, LLC1,816$696.0K0.03%––
Sowell Financial Services LLC1,763$695.0K0.02%––
RMR Wealth Builders1,805$691.0K0.18%––
Amica Retiree Medical Trust1,799$689.0K0.47%––
Anchor Investment Management, LLC1,790$685.7K0.10%––
Standard Family Office LLC1,779$681.0K0.16%––
Interchange Capital Partners, LLC1,226$679.0K0.37%––
Jump Financial, LLC1,763$676.0K0.06%––
AMG National Trust Bank1,763$675.0K0.02%––
RFG Advisory, LLC1,760$674.0K0.07%––
Oliver Luxxe Assets LLC1,750$670.0K0.20%––
Connolly Sarah T.1,745$668.0K0.59%––
Ropes Wealth Advisors LLC1,685$666.0K0.12%––
Sand Hill Global Advisors, LLC1,732$663.0K0.04%––
Texas Capital Bancshares Inc1,730$662.0K0.53%––
Monetary Management Group Inc1,725$661.0K0.21%––
Aristotle Capital Management, LLC1,720$659.0K0.00%––
Optas, LLC1,714$656.0K0.21%––
Evanson Asset Management, LLC1,706$654.0K0.10%––
Scharf Investments, LLC1,701$652.0K0.02%––
Fukoku Mutual Life Insurance Co1,700$651.0K0.06%––
Parthenon LLC1,700$651.0K0.10%––
Integrated Investment Consultants, LLC1,694$649.0K0.22%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,695$649.0K0.25%––
Lincoln National Corp1,692$648.0K0.02%––
Tuttle Tactical Management1,690$647.0K0.26%––
Bridges Investment Management Inc1,689$646.0K0.02%––
Hilltop Holdings Inc.1,672$641.0K0.08%––
Davy Global Fund Management Ltd1,664$637.0K0.11%––
Schwab Charitable Fund1,660$636.0K0.07%––
Liberty Wealth Management LLC1,701$635.0K0.31%––
Proficio Capital Partners LLC1,656$634.0K0.08%––
Pinnacle Financial Partners Inc1,651$633.0K0.03%––
Lumature Wealth Partners, LLC1,646$631.0K0.33%––
HighPoint Advisor Group LLC1,507$629.0K0.07%––
PAX Financial Group, LLC1,643$629.0K0.18%––
Guardian Capital LP1,635$626.0K0.01%––
TimesSquare Capital Management, LLC1,635$626.0K0.01%––
GM Advisory Group, Inc.1,634$626.0K0.08%––
Snowden Capital Advisors LLC1,618$619.8K0.04%––
Great Lakes Advisors, LLC1,610$617.0K0.01%––
Camden Capital, LLC1,608$616.0K0.17%––
Conestoga Capital Advisors, LLC1,605$615.0K0.01%––
First Financial Bank - Trust Division1,600$613.0K0.07%––
Epstein & White Financial LLC1,600$613.0K0.18%––
Van Strum & Towne Inc.1,586$608.0K0.31%––
Horizon Investments, LLC1,587$608.0K0.02%––
Spire Wealth Management2,153$602.0K0.02%––
180 Wealth Advisors, LLC1,386$601.0K0.15%––
Pallas Capital Advisors LLC1,513$594.0K0.13%––
Baldwin Brothers Inc1,548$593.0K0.07%––
Fort Pitt Capital Group, LLC1,542$591.0K0.03%––
Transform Wealth, LLC1,534$588.0K0.12%––
Sequoia Financial Advisors, LLC1,533$587.0K0.02%––
Gryphon Financial Partners LLC1,523$583.0K0.14%––
Ossiam1,520$582.0K0.02%––
Concentric Wealth Management, LLC1,500$575.0K0.19%––
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%––
Smithfield Trust Co1,473$564.0K0.04%––
Spinnaker Trust1,457$558.0K0.04%––
Valmark Advisers, Inc.1,456$558.0K0.01%––
Zions Bancorporation, N.A.1,448$555.0K0.06%––
Gateway Investment Advisers LLC1,441$552.0K0.01%––
Fisher Asset Management, LLC1,430$548.0K0.00%––
NEXT Financial Group, Inc1,425$546.0K0.05%––
TrinityPoint Wealth, LLC1,422$545.0K0.13%––
Harbor Group, Inc.1,329$541.0K0.37%––
Almanack Investment Partners, LLC.1,409$540.0K0.05%––
KMG Fiduciary Partners, LLC1,410$540.0K0.11%––