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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 1,413 | $693.0K | 0.10% | +807+133.2% | Added |
| Coldstream Capital Management Inc | 1,417 | $695.0K | 0.03% | +104+7.9% | Added |
| Gilbert & Cook, Inc. | 1,439 | $705.0K | 0.13% | −703−32.8% | Reduced |
| Spinnaker Trust | 1,454 | $713.0K | 0.05% | −3−0.2% | Reduced |
| Haverford Trust Co | 1,454 | $713.0K | 0.01% | +1,454 | New |
| KMG Fiduciary Partners, LLC | 1,460 | $716.0K | 0.13% | +50+3.5% | Added |
| Quadrant Capital Group LLC | 1,467 | $719.0K | 0.10% | +298+25.5% | Added |
| Smithfield Trust Co | 1,477 | $724.0K | 0.05% | +4+0.3% | Added |
| Eqis Capital Management, Inc. | 1,480 | $725.0K | 0.05% | −19−1.3% | Reduced |
| Davy Global Fund Management Ltd | 1,488 | $729.0K | 0.11% | −176−10.6% | Reduced |
| TrinityPoint Wealth, LLC | 1,494 | $732.0K | 0.15% | +72+5.1% | Added |
| Concentric Wealth Management, LLC | 1,500 | $735.0K | 0.23% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,502 | $736.0K | 0.03% | −40−2.6% | Reduced |
| Verdence Capital Advisors LLC | 1,514 | $742.0K | 0.10% | +321+26.9% | Added |
| Snowden Capital Advisors LLC | 1,517 | $743.6K | 0.04% | −101−6.2% | Reduced |
| Kore Private Wealth LLC | 1,522 | $746.0K | 0.08% | +592+63.7% | Added |
| Great Lakes Advisors, LLC | 1,524 | $747.0K | 0.01% | −86−5.3% | Reduced |
| Savant Capital, LLC | 1,537 | $753.0K | 0.03% | +38+2.5% | Added |
| Circle Wealth Management, LLC | 1,547 | $758.0K | 0.11% | −313−16.8% | Reduced |
| Valmark Advisers, Inc. | 1,549 | $759.0K | 0.01% | +93+6.4% | Added |
| Baldwin Brothers Inc | 1,558 | $764.0K | 0.08% | +10+0.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,577 | $773.0K | 0.01% | −773−32.9% | Reduced |
| Pinnacle Financial Partners Inc | 1,582 | $775.0K | 0.03% | −69−4.2% | Reduced |
| Pinnacle Wealth Advisors | 1,582 | $775.0K | 0.03% | +1,582 | New |
| Van Strum & Towne Inc. | 1,586 | $777.0K | 0.37% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,586 | $777.0K | 0.03% | +53+3.5% | Added |
| Conestoga Capital Advisors, LLC | 1,590 | $779.0K | 0.01% | −15−0.9% | Reduced |
| Oliver Luxxe Assets LLC | 1,600 | $784.0K | 0.22% | −150−8.6% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $784.0K | 0.09% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 1,600 | $784.0K | 0.21% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,600 | $784.0K | 0.01% | +1,600 | New |
| Integrated Investment Consultants, LLC | 1,619 | $794.0K | 0.23% | −75−4.4% | Reduced |
| Horizon Investments, LLC | 1,629 | $798.0K | 0.02% | +42+2.6% | Added |
| GM Advisory Group, Inc. | 1,634 | $801.0K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,641 | $805.0K | 0.10% | −15−0.9% | Reduced |
| Catalyst Private Wealth, LLC | 1,650 | $809.0K | 0.45% | +569+52.6% | Added |
| RFG Advisory, LLC | 1,676 | $822.0K | 0.07% | −84−4.8% | Reduced |
| AMG National Trust Bank | 1,683 | $825.0K | 0.03% | −80−4.5% | Reduced |
| AIA Group Ltd | 1,657 | $826.0K | 0.06% | +589+55.1% | Added |
| Ropes Wealth Advisors LLC | 1,690 | $828.0K | 0.13% | +5+0.3% | Added |
| Nicholas Investment Partners, LP | 1,698 | $832.0K | 0.05% | −810−32.3% | Reduced |
| Parthenon LLC | 1,700 | $833.0K | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,700 | $833.0K | 0.06% | +342+25.2% | Added |
| PAX Financial Group, LLC | 1,701 | $834.0K | 0.21% | +58+3.5% | Added |
| Liberty Wealth Management LLC | 1,704 | $835.0K | 0.32% | +3+0.2% | Added |
| Resources Investment Advisors, LLC. | 1,705 | $836.0K | 0.03% | +435+34.3% | Added |
| Edgestream Partners, L.P. | 1,711 | $839.0K | 0.05% | +1,711 | New |
| Pallas Capital Advisors LLC | 1,570 | $842.0K | 0.12% | +57+3.8% | Added |
| Aristotle Capital Management, LLC | 1,720 | $843.0K | 0.00% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,724 | $845.0K | 0.48% | −180−9.5% | Reduced |
| Monetary Management Group Inc | 1,725 | $846.0K | 0.25% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,735 | $851.0K | 0.62% | +5+0.3% | Added |
| Lumature Wealth Partners, LLC | 1,746 | $856.0K | 0.35% | +100+6.1% | Added |
| Standard Family Office LLC | 1,783 | $874.0K | 0.18% | +4+0.2% | Added |
| Bridges Investment Management Inc | 1,787 | $876.0K | 0.03% | +98+5.8% | Added |
| Lincoln National Corp | 1,803 | $883.0K | 0.02% | +111+6.6% | Added |
| Clearstead Advisors, LLC | 1,827 | $895.0K | 0.07% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 1,844 | $904.0K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 1,845 | $904.0K | 0.26% | +131+7.6% | Added |
| Camden Capital, LLC | 1,855 | $909.0K | 0.21% | +247+15.4% | Added |
| Engineers Gate Manager LP | 1,868 | $916.0K | 0.06% | −59−3.1% | Reduced |
| Hilltop Holdings Inc. | 1,870 | $916.0K | 0.10% | +198+11.8% | Added |
| Sargent Investment Group, LLC | 1,880 | $922.0K | 0.22% | 00.0% | Unchanged |
| Caxton Corp | 1,885 | $924.0K | 0.63% | +805+74.5% | Added |
| Mount Yale Investment Advisors, LLC | 1,888 | $925.0K | 0.11% | −23−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 1,885 | $926.0K | 0.05% | +1,026+119.4% | Added |
| EP Wealth Advisors, LLC | 1,902 | $932.0K | 0.03% | +74+4.0% | Added |
| McRae Capital Management Inc | 1,905 | $934.0K | 0.21% | −23−1.2% | Reduced |
| Evanson Asset Management, LLC | 1,906 | $934.0K | 0.10% | +200+11.7% | Added |
| Kensington Investment Counsel, LLC | 1,918 | $940.0K | 0.65% | +56+3.0% | Added |
| Red Spruce Capital, LLC | 1,928 | $945.0K | 0.56% | +24+1.3% | Added |
| Connolly Sarah T. | 1,930 | $946.0K | 0.77% | +185+10.6% | Added |
| Anchor Investment Management, LLC | 1,933 | $947.5K | 0.13% | +143+8.0% | Added |
| United Bank | 1,939 | $950.0K | 0.13% | +29+1.5% | Added |
| Northwest & Ethical Investments L.P. | 1,954 | $957.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,956 | $959.0K | 0.03% | −197−9.2% | Reduced |
| WBH Advisory Inc | 1,815 | $961.0K | 0.14% | −60−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,969 | $966.0K | 0.04% | +153+8.4% | Added |
| Private Trust Co NA | 1,974 | $968.0K | 0.15% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,975 | $968.0K | 0.32% | +280+16.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $972.0K | 0.03% | −139−6.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,991 | $976.0K | 0.01% | −6,590−76.8% | Reduced |
| TrimTabs Asset Management, LLC | 2,013 | $978.0K | 0.50% | −143−6.6% | Reduced |
| Boston Family Office LLC | 2,004 | $982.0K | 0.07% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,007 | $983.0K | 0.44% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,008 | $984.0K | 0.07% | +87+4.5% | Added |
| Archford Capital Strategies, LLC | 2,017 | $989.0K | 0.25% | −1,966−49.4% | Reduced |
| Barr E S & Co | 2,018 | $989.0K | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,019 | $990.0K | 0.04% | −2,111−51.1% | Reduced |
| Hamilton Lane Advisors LLC | 2,021 | $991.0K | 0.31% | +2,021 | New |
| Heartland Bank & Trust Co | 2,040 | $1.00M | 0.92% | −217−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,039 | $1.00M | 0.24% | −107−5.0% | Reduced |
| Evergreen Capital Management LLC | 2,059 | $1.01M | 0.05% | +82+4.1% | Added |
| Veracity Capital LLC | 2,080 | $1.02M | 0.24% | −91−4.2% | Reduced |
| Plimoth Trust Co LLC | 2,083 | $1.02M | 0.29% | −88−4.1% | Reduced |
| ICONIQ Capital, LLC | 2,097 | $1.03M | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,099 | $1.03M | 0.03% | +2,099 | New |
| Argent Trust Co | 2,131 | $1.04M | 0.07% | +12+0.6% | Added |
| Voya Financial Advisors, Inc. | 2,141 | $1.05M | 0.14% | −6,568−75.4% | Reduced |
| Garner Asset Management Corp | 2,157 | $1.06M | 0.51% | 00.0% | Unchanged |