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, Q2 2021

Institutional positions in Intuit Inc. as of Jun 30, 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
1,379
+56 vs. Q1 2021
Shares held
230.9M
+701.3K (+0.3%) vs. Q1 2021
Total value
$113.2B
+$25.0B (+28.3%) vs. Q1 2021
New holders
139
518 more added
Sold out
83
491 more reduced

14 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,379 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 heldQ2 2021: $113.2B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2021.

Institutions holding INTU in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$9800.00%–New
Macroview Investment Management LLC3$1.00K0.00%00.0%Unchanged
Cordasco Financial Network2$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC2$1.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC3$1.00K0.00%00.0%Unchanged
Gradient Investments LLC5$2.00K0.00%−18−78.3%Reduced
Northern Oak Wealth Management Inc4$2.00K0.00%00.0%Unchanged
FormulaFolio Investments, LLC5$2.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$2.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC6$2.95K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.00K0.00%−75−90.4%Reduced
James Investment Research Inc7$3.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC7$3.00K0.00%−1−12.5%Reduced
Accel Wealth Management7$3.00K0.00%00.0%Unchanged
Globeflex Capital L P6$3.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.5$3.00K0.07%+2+66.7%Added
Hudock, Inc.6$3.00K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.6$3.00K0.00%00.0%Unchanged
First National Bank of South Miami6$3.00K0.00%00.0%Unchanged
TFC Financial Management6$3.00K0.00%00.0%Unchanged
Ford Financial Group, LLC7$3.00K0.00%+7New
Glen Eagle Advisors, LLC8$3.92K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$4.00K0.00%+8New
Thomas White International Ltd10$5.00K0.00%00.0%Unchanged
Barrett Asset Management, LLC10$5.00K0.00%00.0%Unchanged
Private Ocean, LLC11$5.00K0.00%00.0%Unchanged
TSFG, LLC12$6.00K0.00%00.0%Unchanged
Wealth Quarterback LLC11$6.00K0.00%+11New
Emfo, LLC12$6.00K0.01%+12New
HighMark Wealth Management LLC14$7.00K0.01%−7−33.3%Reduced
Mizuho Securities Co. Ltd.15$7.00K0.00%00.0%Unchanged
Edge Wealth Management LLC15$7.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC15$7.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc14$7.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC18$8.82K0.00%+18New
IAG Wealth Partners, LLC17$9.00K0.00%+17New
Community Bank, N.A.20$10.0K0.00%−10−33.3%Reduced
Baystate Wealth Management LLC21$10.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC21$10.0K0.00%00.0%Unchanged
Valley National Advisers Inc22$11.0K0.00%00.0%Unchanged
Red Cedar Capital, LLC22$11.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.22$11.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.22$11.0K0.00%+22New
Red Door Wealth Management, LLC24$11.0K0.00%+24New
Raffa Wealth Management, LLC26$12.7K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC27$13.0K0.00%−12−30.8%Reduced
Paragon Wealth Strategies, LLC27$13.0K0.00%+27New
Better Money Decisions, LLC28$14.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC30$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC30$15.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management50$16.0K0.00%+4+8.7%Added
Front Row Advisors LLC32$17.0K0.01%00.0%Unchanged
ClariVest Asset Management LLC35$17.0K0.00%+17+94.4%Added
Evolution Wealth Advisors, LLC37$18.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC36$18.0K0.00%+15+71.4%Added
Key Financial Inc34$18.0K0.01%+34New
Monumental Financial Group Inc.38$19.0K0.02%−2,456−98.5%Reduced
Bogart Wealth, LLC38$19.0K0.00%00.0%Unchanged
Hexavest Inc.42$21.0K0.00%00.0%Unchanged
Bourgeon Capital Management LLC44$22.0K0.00%00.0%Unchanged
Investors Research Corp46$23.0K0.01%00.0%Unchanged
MUFG Americas Holdings Corp54$26.0K0.00%00.0%Unchanged
First Financial Corp53$26.0K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC55$27.0K0.00%00.0%Unchanged
Parisi Gray Wealth Management54$27.0K0.01%+54New
Thompson Siegel & Walmsley LLC57$28.0K0.00%−3−5.0%Reduced
WealthShield Partners, LLC59$29.0K0.00%+14+31.1%Added
Atlantic Trust, LLC62$30.0K0.02%+62New
Financial Management Professionals, Inc.63$31.0K0.01%+3+5.0%Added
Allworth Financial LP65$32.0K0.00%00.0%Unchanged
Stephenson National Bank & Trust68$33.0K0.02%00.0%Unchanged
Solstein Capital, LLC76$37.0K0.05%00.0%Unchanged
Clearview Wealth Advisors LLC76$37.0K0.02%00.0%Unchanged
Resolute Partners Group80$39.0K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC84$41.0K0.00%00.0%Unchanged
Crewe Advisors LLC85$42.0K0.01%−6−6.6%Reduced
Optiver Holding B.V.88$43.0K0.01%+88New
Laurel Wealth Advisors LLC89$44.0K0.01%+9+11.3%Added
Creative Financial Designs Inc91$45.0K0.01%00.0%Unchanged
Piscataqua Savings Bank97$48.0K0.04%00.0%Unchanged
FAI Wealth Management100$49.0K0.04%00.0%Unchanged
West Paces Advisors Inc.100$49.0K0.02%−30−23.1%Reduced
Prestige Wealth Management Group LLC102$50.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$53.9K0.06%00.0%Unchanged
PNC Managed Account Solutions, Inc.112$55.0K0.01%+112New
First Manhattan Co115$56.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.115$56.0K0.01%00.0%Unchanged
Norway Savings Bank116$57.0K0.03%00.0%Unchanged
Optimum Investment Advisors120$59.0K0.02%00.0%Unchanged
Capital Directions Investment Advisors, LLC125$61.0K0.02%+125New
Private Capital Group, LLC128$63.0K0.01%+10+8.5%Added
Harbor Investment Advisory, LLC131$64.0K0.01%00.0%Unchanged
Manchester Capital Management LLC134$66.0K0.01%+17+14.5%Added
Enterprise Financial Services Corp136$67.0K0.01%+9+7.1%Added
C M Bidwell & Associates Ltd139$68.0K0.04%+139New
Farmers & Merchants Investments Inc142$70.0K0.00%+7+5.2%Added
Gemmer Asset Management LLC144$71.0K0.01%+5+3.6%Added
Exane Derivatives146$74.0K0.02%−51−25.9%Reduced
Capital Advisory Group Advisory Services, LLC150$74.0K0.03%00.0%Unchanged
Salem Investment Counselors Inc151$74.0K0.00%+18+13.5%Added