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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Next Capital Management LLC | 500 | $245.0K | 0.16% | +500 | New |
| MA Private Wealth | 504 | $247.0K | 0.05% | +504 | New |
| Essex Financial Services, Inc. | 648 | $248.0K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 505 | $248.0K | 0.04% | +505 | New |
| Virtu Financial LLC | 508 | $249.0K | 0.02% | +508 | New |
| Procyon Private Wealth Partners, LLC | 510 | $250.0K | 0.07% | +510 | New |
| Magellan Asset Management Ltd | 513 | $251.0K | 0.00% | −193−27.3% | Reduced |
| Marotta Asset Management | 512 | $251.4K | 0.06% | +512 | New |
| Independent Financial Group, LLC | 514 | $252.2K | 0.03% | +514 | New |
| Ssi Investment Management LLC | 523 | $256.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 522 | $256.0K | 0.02% | +522 | New |
| Leavell Investment Management, Inc. | 673 | $258.0K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 527 | $258.0K | 0.00% | +527 | New |
| Main Street Research LLC | 525 | $258.0K | 0.02% | +525 | New |
| Douglas Lane & Associates, LLC | 529 | $259.0K | 0.00% | −30−5.4% | Reduced |
| Synovus Financial Corp | 531 | $259.0K | 0.00% | +531 | New |
| Graypoint LLC | 531 | $260.0K | 0.03% | +531 | New |
| Riverview Trust Co | 533 | $261.0K | 0.28% | 00.0% | Unchanged |
| McLean Asset Management Corp | 525 | $263.0K | 0.12% | +9+1.7% | Added |
| JJJ Advisors Inc. | 547 | $268.0K | 0.10% | +99+22.1% | Added |
| New England Research & Management, Inc. | 550 | $270.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 550 | $270.0K | 0.05% | +550 | New |
| Corundum Group, Inc. | 552 | $271.0K | 0.18% | −71−11.4% | Reduced |
| First Pacific Advisors, LP | 555 | $272.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 557 | $273.0K | 0.12% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 557 | $273.0K | 0.11% | +557 | New |
| Inverness Counsel LLC | 557 | $273.0K | 0.01% | +557 | New |
| AGF Investments LLC | 564 | $276.0K | 0.03% | +19+3.5% | Added |
| Childress Capital Advisors, LLC | 566 | $277.0K | 0.13% | +20+3.7% | Added |
| Peapack Gladstone Financial Corp | 570 | $279.0K | 0.01% | −5−0.9% | Reduced |
| Cedar Mountain Advisors, LLC | 575 | $282.0K | 0.09% | +1+0.2% | Added |
| LifeSteps Financial, Inc. | 575 | $282.0K | 0.22% | +21+3.8% | Added |
| Redhawk Wealth Advisors, Inc. | 577 | $283.0K | 0.06% | −52−8.3% | Reduced |
| Eagle Bay Advisors LLC | 566 | $283.0K | 0.23% | +566 | New |
| Advisors Capital Management, LLC | 580 | $284.0K | 0.01% | −41−6.6% | Reduced |
| Johanson Financial Advisors, Inc. | 564 | $284.0K | 0.10% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 582 | $285.0K | 0.08% | −4−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 581 | $285.0K | 0.17% | +17+3.0% | Added |
| Balentine LLC | 596 | $292.0K | 0.01% | +596 | New |
| Waldron Private Wealth LLC | 598 | $293.0K | 0.02% | +598 | New |
| Westwood Management Corp | 600 | $294.0K | 0.02% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 600 | $294.0K | 0.01% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $294.0K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $294.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $294.0K | 0.17% | 00.0% | Unchanged |
| Palladium Partners LLC | 600 | $294.0K | 0.01% | +1+0.2% | Added |
| Grove Bank & Trust | 601 | $295.0K | 0.06% | −7−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 602 | $295.0K | 0.10% | +2+0.3% | Added |
| Warren Averett Asset Management, LLC | 544 | $295.0K | 0.03% | +544 | New |
| Sather Financial Group Inc | 604 | $296.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 606 | $297.0K | 0.01% | −473−43.8% | Reduced |
| TCTC Holdings, LLC | 607 | $297.0K | 0.01% | 00.0% | Unchanged |
| Camden National Bank | 608 | $298.0K | 0.06% | −393−39.3% | Reduced |
| Essex Savings Bank | 677 | $298.0K | 0.12% | +52+8.3% | Added |
| RMB Capital Management, LLC | 612 | $300.0K | 0.01% | −249−28.9% | Reduced |
| Gyon Technologies Capital Management, LP | 613 | $300.0K | 0.10% | +613 | New |
| Financial Architects, Inc | 617 | $302.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 620 | $304.0K | 0.04% | −4−0.6% | Reduced |
| Jump Financial, LLC | 623 | $305.0K | 0.03% | −1,140−64.7% | Reduced |
| Trustmark National Bank Trust Department | 622 | $305.0K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 626 | $307.0K | 0.10% | −52−7.7% | Reduced |
| Abbrea Capital, LLC | 626 | $307.0K | 0.05% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 626 | $307.0K | 0.17% | +4+0.6% | Added |
| RiverFront Investment Group, LLC | 627 | $307.0K | 0.01% | +40+6.8% | Added |
| Somerville Kurt F | 630 | $309.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 635 | $310.0K | 0.05% | +257+68.0% | Added |
| Moors & Cabot, Inc. | 635 | $311.0K | 0.02% | −4−0.6% | Reduced |
| Verity Asset Management, Inc. | 636 | $312.0K | 0.17% | +15+2.4% | Added |
| Valtinson Bruner Financial Planning LLC | 600 | $314.0K | 0.18% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $314.0K | 0.29% | 00.0% | Unchanged |
| Vigilare Wealth Management | 647 | $317.0K | 0.19% | −60−8.5% | Reduced |
| Frontier Wealth Management LLC | 648 | $318.0K | 0.02% | −20−3.0% | Reduced |
| Jackson Square Capital, LLC | 649 | $318.0K | 0.10% | +649 | New |
| Legacy Wealth Management, LLC | 650 | $318.6K | 0.18% | 00.0% | Unchanged |
| Sigma Planning Corp | 650 | $319.0K | 0.01% | −116−15.1% | Reduced |
| Tarbox Family Office, Inc. | 652 | $320.0K | 0.06% | +3+0.5% | Added |
| Walter & Keenan Financial Consulting Co | 657 | $322.0K | 0.11% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 658 | $323.0K | 0.09% | +15+2.3% | Added |
| Yorktown Management & Research Co Inc | 660 | $324.0K | 0.25% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 661 | $324.0K | 0.08% | +661 | New |
| Geller Advisors LLC | 665 | $326.0K | 0.07% | −2−0.3% | Reduced |
| Concentrum Wealth Management | 665 | $326.0K | 0.21% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $327.0K | 0.05% | −500−42.8% | Reduced |
| St. Louis Trust Co | 674 | $330.0K | 0.08% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 675 | $331.0K | 0.04% | −3,838−85.0% | Reduced |
| John G Ullman & Associates Inc | 675 | $331.0K | 0.04% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 676 | $331.0K | 0.21% | +1+0.1% | Added |
| JSF Financial, LLC | 686 | $336.0K | 0.20% | −45−6.2% | Reduced |
| Bernardo Wealth Planning LLC | 695 | $340.0K | 0.20% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 699 | $342.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 697 | $342.0K | 0.10% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 700 | $343.0K | 0.06% | −47−6.3% | Reduced |
| Full Sail Capital, LLC | 700 | $343.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $343.0K | 0.21% | −15−2.1% | Reduced |
| Americana Partners, LLC | 700 | $343.0K | 0.17% | 00.0% | Unchanged |
| West Family Investments, Inc. | 702 | $344.0K | 0.10% | +702 | New |
| One Capital Management, LLC | 704 | $345.0K | 0.03% | +62+9.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 710 | $348.0K | 0.02% | −34−4.6% | Reduced |
| Journey Advisory Group, LLC | 709 | $348.0K | 0.11% | +49+7.4% | Added |
| Altfest L J & Co Inc | 711 | $349.0K | 0.08% | +100+16.4% | Added |