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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 1,000 | $490.0K | 0.06% | −9−0.9% | Reduced |
| Godsey & Gibb Associates | 1,000 | $490.0K | 0.29% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $490.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,000 | $490.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $490.0K | 0.33% | 00.0% | Unchanged |
| Cetera Advisors LLC | 999 | $490.0K | 0.01% | +70+7.5% | Added |
| Inscription Capital, LLC | 1,000 | $490.0K | 0.06% | +1,000 | New |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $490.0K | 0.36% | +1,000 | New |
| Chicago Trust Co NA | 1,003 | $491.0K | 0.12% | +1,003 | New |
| Lido Advisors, LLC | 1,016 | $498.0K | 0.01% | +57+5.9% | Added |
| Caldwell Trust Co | 1,018 | $499.0K | 0.07% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,020 | $500.0K | 0.07% | +20+2.0% | Added |
| Alta Wealth Advisors LLC | 1,028 | $504.0K | 0.37% | −50−4.6% | Reduced |
| RMR Wealth Builders | 1,030 | $505.0K | 0.17% | −775−42.9% | Reduced |
| Main Street Financial Solutions, LLC | 1,048 | $514.0K | 0.08% | +150+16.7% | Added |
| Brighton Jones LLC | 1,049 | $514.0K | 0.03% | +269+34.5% | Added |
| Orion Portfolio Solutions, LLC | 1,064 | $522.0K | 0.02% | −9−0.8% | Reduced |
| Traynor Capital Management, Inc. | 1,050 | $522.0K | 0.07% | +59+6.0% | Added |
| South State Corp. | 1,066 | $523.0K | 0.05% | −60−5.3% | Reduced |
| Bremer Bank National Association | 1,071 | $525.0K | 0.11% | −97−8.3% | Reduced |
| Crawford Investment Counsel Inc | 1,072 | $525.0K | 0.01% | +9+0.8% | Added |
| Truvestments Capital LLC | 1,072 | $526.0K | 0.29% | −428−28.5% | Reduced |
| Vigilant Capital Management, LLC | 1,075 | $527.0K | 0.04% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,075 | $527.0K | 0.09% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 1,076 | $527.0K | 0.14% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,075 | $527.0K | 0.05% | +8+0.7% | Added |
| MD Financial Management Inc. | 1,087 | $533.0K | 0.02% | −4,041−78.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,090 | $534.0K | 0.01% | +120+12.4% | Added |
| Gryphon Financial Partners LLC | 1,559 | $542.0K | 0.13% | +36+2.4% | Added |
| Burke & Herbert Bank & Trust Co | 1,105 | $542.0K | 0.35% | −10−0.9% | Reduced |
| Parsec Financial Management, Inc. | 1,105 | $542.0K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,106 | $542.0K | 0.24% | +60+5.7% | Added |
| First Horizon Advisors, Inc. | 1,110 | $544.0K | 0.03% | −14−1.2% | Reduced |
| CNB Bank | 1,112 | $546.0K | 0.34% | +29+2.7% | Added |
| Whalerock Point Partners, LLC | 1,115 | $546.5K | 0.21% | 00.0% | Unchanged |
| RHS Financial, LLC | 1,124 | $551.0K | 0.41% | −178−13.7% | Reduced |
| Chesapeake Wealth Management | 1,125 | $551.0K | 0.18% | −40−3.4% | Reduced |
| Mission Wealth Management, LP | 1,135 | $556.0K | 0.03% | +16+1.4% | Added |
| Institute for Wealth Management, LLC. | 1,136 | $557.0K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,141 | $559.0K | 0.26% | −38−3.2% | Reduced |
| Column Capital Advisors, LLC | 1,149 | $563.0K | 0.12% | −24−2.0% | Reduced |
| Wealth Management Associates, Inc. | 1,150 | $563.7K | 0.32% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,159 | $568.0K | 0.04% | +1,159 | New |
| Krane Funds Advisors LLC | 1,158 | $568.0K | 0.02% | +1,158 | New |
| Mather Group, LLC. | 1,161 | $569.0K | 0.01% | −82−6.6% | Reduced |
| Woodstock Corp | 1,160 | $569.0K | 0.07% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 1,163 | $570.0K | 0.20% | +332+40.0% | Added |
| Marshall Financial Group LLC | 1,164 | $571.0K | 0.31% | −2,274−66.1% | Reduced |
| Western Financial Corporation | 1,166 | $571.0K | 0.31% | +58+5.2% | Added |
| DRW Securities, LLC | 1,165 | $571.0K | 0.08% | +1,165 | New |
| Trellis Advisors, LLC | 1,187 | $582.0K | 0.30% | −20−1.7% | Reduced |
| Modera Wealth Management, LLC | 1,187 | $582.0K | 0.03% | +15+1.3% | Added |
| Wharton Business Group, LLC | 1,192 | $584.0K | 0.05% | −80−6.3% | Reduced |
| Bahl & Gaynor Inc | 1,200 | $588.0K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,207 | $592.0K | 0.05% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,215 | $596.0K | 0.19% | +272+28.8% | Added |
| Quantitative Systematic Strategies LLC | 1,223 | $599.0K | 0.21% | −6,398−84.0% | Reduced |
| Ritholtz Wealth Management | 1,221 | $599.0K | 0.04% | +258+26.8% | Added |
| Burney Co | 1,222 | $599.0K | 0.03% | +1,222 | New |
| North Star Investment Management Corp. | 1,230 | $603.0K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 1,231 | $603.0K | 0.46% | +1+0.1% | Added |
| HBK Sorce Advisory LLC | 1,235 | $605.0K | 0.03% | −94−7.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,243 | $609.0K | 0.03% | +472+61.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,257 | $616.0K | 0.46% | +1,257 | New |
| Integrated Wealth Concepts LLC | 1,258 | $617.0K | 0.02% | +193+18.1% | Added |
| 180 Wealth Advisors, LLC | 1,176 | $623.0K | 0.14% | −210−15.2% | Reduced |
| Mutual Advisors, LLC | 1,275 | $625.0K | 0.04% | +6+0.5% | Added |
| Apollon Wealth Management, LLC | 1,280 | $627.0K | 0.11% | +49+4.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,281 | $628.0K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 1,295 | $635.0K | 0.04% | +58+4.7% | Added |
| Geneos Wealth Management Inc. | 1,278 | $636.0K | 0.02% | −115−8.3% | Reduced |
| Boothbay Fund Management, LLC | 1,300 | $637.0K | 0.03% | +207+18.9% | Added |
| Beaumont Financial Partners, LLC | 1,307 | $641.0K | 0.05% | +74+6.0% | Added |
| Crestone Asset Management LLC | 1,315 | $645.0K | 0.14% | −637−32.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,323 | $648.0K | 0.11% | +22+1.7% | Added |
| Harbor Group, Inc. | 1,329 | $651.0K | 0.43% | 00.0% | Unchanged |
| XR Securities LLC | 1,328 | $651.0K | 0.54% | +785+144.6% | Added |
| Calton & Associates, Inc. | 1,329 | $652.0K | 0.12% | +98+8.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,336 | $655.0K | 0.14% | −18−1.3% | Reduced |
| Ballentine Partners, LLC | 1,336 | $655.0K | 0.02% | +19+1.4% | Added |
| Schwab Charitable Fund | 1,340 | $657.0K | 0.07% | −320−19.3% | Reduced |
| 1st Source Bank | 1,341 | $657.0K | 0.04% | −30−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,343 | $658.0K | 0.03% | −580−30.2% | Reduced |
| TimesSquare Capital Management, LLC | 1,342 | $658.0K | 0.01% | −293−17.9% | Reduced |
| Ancora Advisors, LLC | 1,350 | $662.0K | 0.02% | 00.0% | Unchanged |
| Guardian Capital LP | 1,355 | $664.0K | 0.01% | −280−17.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,354 | $664.0K | 0.04% | +317+30.6% | Added |
| Transform Wealth, LLC | 1,360 | $667.0K | 0.08% | −174−11.3% | Reduced |
| Capula Management Ltd | 1,363 | $667.0K | 0.12% | +1,363 | New |
| Gateway Investment Advisers LLC | 1,371 | $672.0K | 0.01% | −70−4.9% | Reduced |
| Zions Bancorporation, N.A. | 1,378 | $675.0K | 0.07% | −70−4.8% | Reduced |
| Sand Hill Global Advisors, LLC | 1,379 | $676.0K | 0.04% | −353−20.4% | Reduced |
| NEXT Financial Group, Inc | 1,380 | $677.0K | 0.05% | −45−3.2% | Reduced |
| Eastern Bank | 1,380 | $677.0K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,390 | $681.0K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,391 | $682.0K | 0.10% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,400 | $686.0K | 0.42% | 00.0% | Unchanged |
| Michael B. Yongue | 1,400 | $686.0K | 0.50% | +8+0.6% | Added |
| Almanack Investment Partners, LLC. | 1,411 | $692.0K | 0.07% | +2+0.1% | Added |
| Intersect Capital LLC | 1,412 | $692.0K | 0.12% | +37+2.7% | Added |