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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 2,166 | $1.06M | 0.67% | −104−4.6% | Reduced |
| BSW Wealth Partners | 2,167 | $1.06M | 0.29% | −30−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,177 | $1.07M | 0.13% | −19−0.9% | Reduced |
| Forbes J M & Co LLP | 2,185 | $1.07M | 0.14% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,198 | $1.08M | 0.23% | +3+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 831 | $1.08M | 0.03% | −459−35.6% | Reduced |
| Benjamin Edwards Inc | 2,266 | $1.11M | 0.76% | +4+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,278 | $1.12M | 0.10% | −153−6.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,255 | $1.12M | 0.29% | −109−4.6% | Reduced |
| HighPoint Advisor Group LLC | 2,298 | $1.13M | 0.11% | +791+52.5% | Added |
| Pettee Investors, Inc. | 2,300 | $1.13M | 0.53% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,314 | $1.13M | 0.07% | +16+0.7% | Added |
| Sunbelt Securities, Inc. | 2,260 | $1.13M | 0.20% | +100+4.6% | Added |
| Accretive Wealth Partners, LLC | 2,314 | $1.13M | 0.82% | +462+24.9% | Added |
| Amica Retiree Medical Trust | 2,327 | $1.14M | 0.72% | +528+29.3% | Added |
| Scharf Investments, LLC | 2,356 | $1.16M | 0.04% | +655+38.5% | Added |
| Parkwood LLC | 2,394 | $1.17M | 0.21% | 00.0% | Unchanged |
| Cadence Bank NA | 2,417 | $1.18M | 0.35% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,421 | $1.19M | 0.46% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,425 | $1.19M | 1.00% | +2,421+60,525.0% | Added |
| Vident Investment Advisory, LLC | 2,435 | $1.19M | 0.04% | −887−26.7% | Reduced |
| Trust Asset Management LLC | 2,436 | $1.19M | 0.16% | +334+15.9% | Added |
| Waycross Partners, LLC | 2,450 | $1.20M | 0.64% | +1,250+104.2% | Added |
| Trexquant Investment LP | 2,474 | $1.21M | 0.10% | +2,474 | New |
| Symmetry Partners, LLC | 2,476 | $1.21M | 0.08% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,481 | $1.22M | 0.65% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,514 | $1.23M | 0.01% | −474−15.9% | Reduced |
| Wade G W & Inc | 2,534 | $1.24M | 0.06% | +170+7.2% | Added |
| Pathstone Family Office, LLC | 2,556 | $1.25M | 0.04% | +258+11.2% | Added |
| Boit C F David | 2,600 | $1.27M | 0.97% | +2,600 | New |
| Cetera Investment Advisers | 2,601 | $1.27M | 0.02% | +727+38.8% | Added |
| HWG Holdings LP | 2,629 | $1.29M | 0.66% | −52−1.9% | Reduced |
| Centiva Capital, LP | 2,645 | $1.30M | 0.10% | +1,388+110.4% | Added |
| NewEdge Wealth, LLC | 2,668 | $1.31M | 0.10% | −169−6.0% | Reduced |
| Abacus Planning Group, Inc. | 2,698 | $1.32M | 0.40% | −440−14.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,700 | $1.32M | 0.03% | −290−9.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,740 | $1.34M | 0.40% | −615−18.3% | Reduced |
| Knowledge Leaders Capital, LLC | 2,739 | $1.34M | 0.90% | +33+1.2% | Added |
| Peak Asset Management, LLC | 2,771 | $1.36M | 0.34% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 2,787 | $1.36M | 0.01% | +166+6.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,793 | $1.37M | 0.01% | −9,702−77.6% | Reduced |
| Old Port Advisors | 2,745 | $1.39M | 0.50% | −132−4.6% | Reduced |
| Weatherly Asset Management L. P. | 2,835 | $1.39M | 0.18% | −100−3.4% | Reduced |
| NVWM, LLC | 2,842 | $1.39M | 0.50% | −661−18.9% | Reduced |
| Jag Capital Management, LLC | 2,880 | $1.41M | 0.11% | +135+4.9% | Added |
| Cannell Peter B & Co Inc | 2,892 | $1.42M | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,892 | $1.42M | 0.36% | +363+14.4% | Added |
| Ashton Thomas Private Wealth, LLC | 2,922 | $1.43M | 0.22% | +46+1.6% | Added |
| Dohj, LLC | 2,969 | $1.46M | 0.77% | −336−10.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,978 | $1.46M | 0.09% | −88−2.9% | Reduced |
| Tudor Investment Corp Et Al | 2,985 | $1.46M | 0.03% | +1,064+55.4% | Added |
| Johnson Investment Counsel Inc | 2,999 | $1.47M | 0.02% | −149−4.7% | Reduced |
| Nicolet Bankshares Inc | 3,004 | $1.47M | 0.39% | −79−2.6% | Reduced |
| Clarius Group, LLC | 3,009 | $1.48M | 0.13% | +38+1.3% | Added |
| Fluent Financial, LLC | 3,019 | $1.48M | 0.64% | +3,019 | New |
| Sheaff Brock Investment Advisors, LLC | 3,047 | $1.49M | 0.14% | −150−4.7% | Reduced |
| Loomis Sayles & Co L P | 3,069 | $1.50M | 0.00% | −608−16.5% | Reduced |
| Hancock Whitney Corp | 3,073 | $1.51M | 0.05% | −3,139−50.5% | Reduced |
| Elmwood Wealth Management, Inc. | 3,109 | $1.52M | 0.80% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,131 | $1.53M | 0.25% | +515+19.7% | Added |
| Thoroughbred Financial Services, LLC | 3,140 | $1.54M | 0.39% | −347−10.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,150 | $1.54M | 0.38% | +410+15.0% | Added |
| REDW Wealth LLC | 3,168 | $1.55M | 0.49% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,230 | $1.58M | 0.07% | −7,268−69.2% | Reduced |
| Harfst & Associates, Inc. | 3,236 | $1.59M | 0.46% | −307−8.7% | Reduced |
| Venturi Wealth Management, LLC | 3,246 | $1.59M | 0.14% | −50−1.5% | Reduced |
| Signaturefd, LLC | 3,254 | $1.59M | 0.06% | +231+7.6% | Added |
| Donoghue Forlines LLC | 3,293 | $1.61M | 0.30% | −106−3.1% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.62M | 0.41% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,319 | $1.63M | 0.44% | −250−7.0% | Reduced |
| LMR Partners LLP | 3,338 | $1.64M | 0.02% | +3,338 | New |
| Focus Financial Network, Inc. | 3,341 | $1.64M | 0.22% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,091 | $1.64M | 0.07% | +3,091 | New |
| Qtron Investments LLC | 3,352 | $1.64M | 0.42% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,354 | $1.64M | 0.06% | +74+2.3% | Added |
| Change Path, LLC | 3,374 | $1.65M | 0.10% | +243+7.8% | Added |
| First Foundation Advisors | 3,377 | $1.66M | 0.06% | +422+14.3% | Added |
| CAPROCK Group, Inc. | 3,386 | $1.66M | 0.15% | −74−2.1% | Reduced |
| First Bank & Trust | 3,393 | $1.66M | 0.80% | −10.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,424 | $1.68M | 0.20% | +224+7.0% | Added |
| People's United Financial, Inc. | 3,452 | $1.69M | 0.04% | −57−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,453 | $1.69M | 0.09% | −332−8.8% | Reduced |
| Duncker Streett & Co Inc | 3,492 | $1.71M | 0.32% | −750−17.7% | Reduced |
| Albion Financial Group | 3,492 | $1.71M | 0.15% | +3,492 | New |
| Krilogy Financial LLC | 3,499 | $1.72M | 0.17% | +5+0.1% | Added |
| Roberts Glore & Co Inc | 3,527 | $1.73M | 0.52% | −70−1.9% | Reduced |
| Diversified Trust Co | 3,562 | $1.75M | 0.06% | −296−7.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.76M | 0.20% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,620 | $1.77M | 0.30% | +145+4.2% | Added |
| Syntal Capital Partners, LLC | 3,620 | $1.77M | 0.63% | +3,620 | New |
| Brown Brothers Harriman & Co | 3,645 | $1.79M | 0.01% | −15−0.4% | Reduced |
| Gofen & Glossberg LLC | 3,658 | $1.79M | 0.04% | −194−5.0% | Reduced |
| Jacobi Capital Management LLC | 3,712 | $1.82M | 0.24% | +10.0% | Added |
| WT Wealth Management | 3,720 | $1.82M | 0.74% | +276+8.0% | Added |
| Citizens Financial Group Inc | 3,719 | $1.82M | 0.08% | +1,054+39.5% | Added |
| Stephens Inc | 3,721 | $1.82M | 0.03% | −41−1.1% | Reduced |
| Seeyond | 3,730 | $1.83M | 0.17% | −117−3.0% | Reduced |
| SRN Advisors, LLC | 3,747 | $1.84M | 0.62% | −172−4.4% | Reduced |
| Assenagon Asset Management S.A. | 3,761 | $1.84M | 0.01% | +167+4.6% | Added |
| Beacon Pointe Advisors, LLC | 3,763 | $1.84M | 0.07% | +1,822+93.9% | Added |