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 |
|---|---|---|---|---|---|
| Highland Private Wealth Management | 717 | $351.0K | 0.05% | +11+1.6% | Added |
| AdvisorNet Financial, Inc | 721 | $353.0K | 0.02% | +26+3.7% | Added |
| Symphony Financial, Ltd. Co. | 722 | $354.0K | 0.12% | −14−1.9% | Reduced |
| MONECO Advisors, LLC | 725 | $355.0K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 725 | $355.0K | 0.04% | +170+30.6% | Added |
| Family Firm, Inc. | 726 | $356.0K | 0.10% | +1+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 731 | $358.0K | 0.01% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 730 | $358.0K | 0.02% | +730 | New |
| Fishman Jay A Ltd | 732 | $358.8K | 0.04% | +732 | New |
| Concorde Asset Management, LLC | 735 | $360.0K | 0.20% | −81−9.9% | Reduced |
| Flputnam Investment Management Co | 734 | $360.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 734 | $360.0K | 0.03% | +153+26.3% | Added |
| Kings Point Capital Management | 745 | $365.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 749 | $367.0K | 0.08% | +70+10.3% | Added |
| Gill Capital Partners, LLC | 750 | $368.0K | 0.17% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 758 | $372.0K | 0.02% | −4,264−84.9% | Reduced |
| Orchard Capital Managment, LLC | 759 | $372.0K | 0.11% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 759 | $372.0K | 0.09% | +759 | New |
| Maven Securities LTD | 758 | $372.0K | 0.04% | +758 | New |
| Plancorp, LLC | 764 | $374.0K | 0.03% | −6−0.8% | Reduced |
| Front Barnett Associates LLC | 770 | $377.0K | 0.04% | +770 | New |
| Royal Fund Management, LLC | 774 | $379.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 773 | $379.0K | 0.04% | +68+9.6% | Added |
| Cullen/Frost Bankers, Inc. | 775 | $380.0K | 0.01% | +35+4.7% | Added |
| TRUE Private Wealth Advisors | 776 | $380.0K | 0.06% | +157+25.4% | Added |
| BlueSky Wealth Advisors, LLC | 755 | $380.0K | 0.07% | +755 | New |
| Intelligence Driven Advisers, LLC | 776 | $380.0K | 0.07% | +776 | New |
| Johnson Bixby & Associates, LLC | 725 | $386.0K | 0.11% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 796 | $390.0K | 0.23% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 797 | $391.0K | 0.38% | −377−32.1% | Reduced |
| Schnieders Capital Management LLC | 800 | $392.0K | 0.11% | −200−20.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 800 | $392.0K | 0.04% | −42−5.0% | Reduced |
| Bourne Lent Asset Management Inc | 800 | $392.0K | 0.11% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $392.0K | 0.18% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $392.0K | 0.18% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 800 | $392.0K | 0.06% | +136+20.5% | Added |
| Nations Financial Group Inc, | 799 | $392.0K | 0.07% | +799 | New |
| Mason Investment Advisory Services, Inc. | 800 | $392.1K | 0.04% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 802 | $393.0K | 0.21% | −15−1.8% | Reduced |
| Elgethun Capital Management | 802 | $393.0K | 0.14% | +1+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 805 | $394.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 805 | $395.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 808 | $396.0K | 0.03% | +43+5.6% | Added |
| Arrow Financial Corp | 810 | $397.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 825 | $404.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 825 | $404.0K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 825 | $404.0K | 0.07% | +215+35.2% | Added |
| Legacy Bridge, LLC | 830 | $407.0K | 0.23% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 830 | $407.0K | 0.24% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 830 | $407.0K | 0.12% | +15+1.8% | Added |
| Planned Solutions, Inc. | 832 | $408.0K | 0.29% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 846 | $415.0K | 0.07% | 00.0% | Unchanged |
| Scotia Capital Inc. | 849 | $416.0K | 0.00% | +98+13.0% | Added |
| Choate Investment Advisors | 852 | $418.0K | 0.03% | +852 | New |
| Diversified Investment Strategies, LLC | 860 | $422.0K | 0.31% | 00.0% | Unchanged |
| Successful Portfolios LLC | 860 | $422.0K | 0.26% | +34+4.1% | Added |
| Engine No. 1 LLC | 869 | $426.0K | 0.12% | +869 | New |
| Homrich & Berg | 872 | $428.0K | 0.01% | −4−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 874 | $428.0K | 0.05% | +49+5.9% | Added |
| Capital Investment Counsel, Inc | 875 | $429.0K | 0.10% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 882 | $432.0K | 0.10% | −13−1.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 815 | $432.0K | 0.12% | +52+6.8% | Added |
| Bragg Financial Advisors, Inc | 884 | $433.0K | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 893 | $438.0K | 0.09% | −183−17.0% | Reduced |
| Integrated Advisors Network LLC | 893 | $438.0K | 0.03% | +52+6.2% | Added |
| KCM Investment Advisors LLC | 899 | $440.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 899 | $440.0K | 0.10% | +7+0.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $441.0K | 0.14% | 00.0% | Unchanged |
| Bellevue Group AG | 900 | $441.0K | 0.00% | 00.0% | Unchanged |
| DCM Advisors, LLC | 900 | $441.0K | 0.25% | +200+28.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 899 | $441.0K | 0.02% | +349+63.5% | Added |
| Occudo Quantitative Strategies LP | 901 | $442.0K | 0.07% | +901 | New |
| West Coast Financial LLC | 917 | $449.0K | 0.07% | +1+0.1% | Added |
| Freestone Capital Holdings, LLC | 917 | $449.0K | 0.02% | +5+0.5% | Added |
| Wealth Alliance | 922 | $452.0K | 0.11% | +143+18.4% | Added |
| Penserra Capital Management LLC | 926 | $452.0K | 0.01% | +287+44.9% | Added |
| Stock Yards Bank & Trust Co | 925 | $453.0K | 0.03% | −375−28.8% | Reduced |
| Wealthstar Advisors, LLC | 925 | $453.0K | 0.17% | +925 | New |
| Wealthspire Advisors, LLC | 927 | $454.0K | 0.01% | −2,885−75.7% | Reduced |
| Abner Herrman & Brock LLC | 926 | $454.0K | 0.06% | −2,435−72.4% | Reduced |
| Natixis Investment Managers International | 927 | $454.0K | 0.03% | −24−2.5% | Reduced |
| PEAK6 Investments LLC | 929 | $455.0K | 0.01% | −27,414−96.7% | Reduced |
| Okabena Investment Services Inc | 933 | $457.0K | 0.21% | +933 | New |
| Credential Qtrade Securities Inc. | 934 | $457.8K | 0.04% | +464+98.7% | Added |
| Keel Point, LLC | 935 | $458.0K | 0.05% | +27+3.0% | Added |
| Great Diamond Partners, LLC | 940 | $460.0K | 0.13% | +18+2.0% | Added |
| Fisher Asset Management, LLC | 939 | $461.0K | 0.00% | −491−34.3% | Reduced |
| Quest Capital Management Inc | 947 | $464.0K | 0.09% | −2−0.2% | Reduced |
| FineMark National Bank & Trust | 951 | $466.0K | 0.02% | +2+0.2% | Added |
| Leonteq Securities AG | 952 | $466.6K | 0.04% | +1+0.1% | Added |
| Jackson Wealth Management, LLC | 952 | $467.0K | 0.06% | +952 | New |
| Oakworth Capital, Inc. | 960 | $470.0K | 0.05% | +28+3.0% | Added |
| Level Four Advisory Services, LLC | 965 | $473.0K | 0.03% | −314−24.6% | Reduced |
| Evercore Wealth Management, LLC | 968 | $474.0K | 0.01% | −379−28.1% | Reduced |
| Sawtooth Solutions, LLC | 966 | $474.0K | 0.09% | +135+16.2% | Added |
| Intrust Bank NA | 972 | $476.0K | 0.06% | +19+2.0% | Added |
| Value Partners Investments Inc. | 982 | $481.0K | 0.04% | +136+16.1% | Added |
| Aj Wealth Strategies, LLC | 984 | $482.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 996 | $489.0K | 0.32% | +1+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 1,000 | $490.0K | 0.40% | −57−5.4% | Reduced |