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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 3,781 | $1.85M | 0.04% | +239+6.7% | Added |
| Veriti Management LLC | 3,781 | $1.85M | 0.28% | +1,339+54.8% | Added |
| Cavalier Investments, LLC | 3,789 | $1.86M | 0.67% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 3,798 | $1.86M | 0.36% | +81+2.2% | Added |
| Kempen Capital Management N.V. | 3,807 | $1.87M | 0.07% | +58+1.5% | Added |
| First Midwest Bank Trust Division | 3,840 | $1.88M | 0.25% | −303−7.3% | Reduced |
| Personal Capital Advisors Corp | 3,881 | $1.90M | 0.01% | +98+2.6% | Added |
| Inlet Private Wealth, LLC | 3,886 | $1.91M | 0.50% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 3,892 | $1.91M | 0.54% | −235−5.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,900 | $1.91M | 0.15% | +2,200+129.4% | Added |
| Squarepoint Ops LLC | 3,958 | $1.94M | 0.01% | −34,557−89.7% | Reduced |
| Chicago Partners Investment Group LLC | 3,683 | $1.95M | 0.14% | +74+2.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.96M | 0.55% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,000 | $1.96M | 0.96% | −498−11.1% | Reduced |
| Sofos Investments, Inc. | 3,005 | $1.96M | 0.90% | +213+7.6% | Added |
| Boston Private Wealth LLC | 4,051 | $1.99M | 0.03% | +218+5.7% | Added |
| Dynamic Advisor Solutions LLC | 4,109 | $2.01M | 0.16% | −1,303−24.1% | Reduced |
| Boston Financial Mangement LLC | 4,142 | $2.03M | 0.08% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,150 | $2.03M | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,156 | $2.04M | 0.05% | −338−7.5% | Reduced |
| Fiduciary Trust Co | 4,197 | $2.06M | 0.04% | +1,395+49.8% | Added |
| Cetera Advisor Networks LLC | 4,201 | $2.06M | 0.03% | +165+4.1% | Added |
| Blueshift Asset Management, LLC | 4,204 | $2.06M | 0.11% | −1,008−19.3% | Reduced |
| Avalon Investment & Advisory | 4,253 | $2.08M | 0.05% | +638+17.6% | Added |
| American Portfolios Advisors | 4,290 | $2.10M | 0.08% | +341+8.6% | Added |
| Nomura Holdings Inc | 4,301 | $2.11M | 0.02% | +3,661+572.0% | Added |
| Silicon Valley Capital Partners | 4,309 | $2.11M | 0.42% | −250−5.5% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.13M | 0.36% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 4,347 | $2.13M | 0.17% | −170−3.8% | Reduced |
| Fort, L.P. | 4,373 | $2.14M | 0.62% | −492−10.1% | Reduced |
| Willow Creek Wealth Management Inc. | 4,400 | $2.16M | 0.51% | −423−8.8% | Reduced |
| NatWest Group plc | 4,405 | $2.16M | 1.12% | +221+5.3% | Added |
| Toroso Investments, LLC | 4,408 | $2.16M | 0.08% | +1,584+56.1% | Added |
| King Luther Capital Management Corp | 4,414 | $2.16M | 0.01% | −245−5.3% | Reduced |
| Wealthsource Partners, LLC | 4,445 | $2.18M | 0.19% | +475+12.0% | Added |
| PGGM Investments | 4,447 | $2.18M | 0.01% | −51,759−92.1% | Reduced |
| Novare Capital Management LLC | 4,459 | $2.19M | 0.24% | −126−2.7% | Reduced |
| Sanders Morris Harris LLC | 4,396 | $2.20M | 0.43% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,498 | $2.21M | 0.66% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,513 | $2.21M | 0.04% | +657+17.0% | Added |
| Premier Fund Managers Ltd | 4,514 | $2.22M | 0.08% | −332−6.9% | Reduced |
| CIBC World Markets Inc. | 4,533 | $2.22M | 0.01% | −964−17.5% | Reduced |
| Vista Wealth Management Group, LLC | 4,579 | $2.25M | 0.52% | −3−0.1% | Reduced |
| Minot Wealth Management LLC | 4,430 | $2.25M | 0.49% | +210+5.0% | Added |
| Scott & Selber, Inc. | 4,591 | $2.25M | 0.86% | −44−0.9% | Reduced |
| Two Sigma Advisers, LP | 4,600 | $2.25M | 0.01% | −58,500−92.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 4,613 | $2.26M | 0.25% | −213−4.4% | Reduced |
| Lake Street Advisors Group, LLC | 4,258 | $2.29M | 0.17% | +31+0.7% | Added |
| Algert Global LLC | 4,698 | $2.30M | 0.78% | −933−16.6% | Reduced |
| Varma Mutual Pension Insurance Co | 4,713 | $2.31M | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,755 | $2.33M | 0.48% | +647+15.7% | Added |
| Zevenbergen Capital Investments LLC | 4,793 | $2.35M | 0.04% | +180+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 4,799 | $2.35M | 0.05% | +798+19.9% | Added |
| Unigestion Holding SA | 4,810 | $2.36M | 0.09% | −157−3.2% | Reduced |
| Bank of Hawaii | 4,833 | $2.37M | 0.13% | +1,129+30.5% | Added |
| Bradley Foster & Sargent Inc | 4,857 | $2.38M | 0.06% | +800+19.7% | Added |
| Meiji Yasuda Life Insurance Co | 4,972 | $2.44M | 0.04% | +2,122+74.5% | Added |
| Pegasus Partners Ltd. | 4,973 | $2.44M | 0.47% | −951−16.1% | Reduced |
| D.A. Davidson & Co. | 4,975 | $2.44M | 0.03% | +768+18.3% | Added |
| DuPont Capital Management Corp | 4,979 | $2.44M | 0.06% | +128+2.6% | Added |
| Wambolt & Associates, LLC | 4,981 | $2.45M | 1.04% | +693+16.2% | Added |
| Glynn Capital Management LLC | 5,000 | $2.45M | 0.22% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.45M | 0.70% | 00.0% | Unchanged |
| PFG Advisors | 5,006 | $2.45M | 0.28% | −142−2.8% | Reduced |
| Azzad Asset Management Inc | 5,010 | $2.46M | 0.37% | +73+1.5% | Added |
| Coastline Trust Co | 5,039 | $2.47M | 0.31% | −121−2.3% | Reduced |
| Parallel Advisors, LLC | 5,050 | $2.48M | 0.11% | −653−11.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,049 | $2.48M | 0.18% | +27+0.5% | Added |
| First Nebraska Trust Co | 5,070 | $2.49M | 0.32% | −60−1.2% | Reduced |
| Wedbush Securities Inc | 5,103 | $2.50M | 0.12% | −208−3.9% | Reduced |
| Spectrum Management Group, LLC | 5,126 | $2.51M | 0.44% | +1,035+25.3% | Added |
| Exchange Traded Concepts, LLC | 5,146 | $2.52M | 0.08% | +2,031+65.2% | Added |
| Voloridge Investment Management, LLC | 5,208 | $2.55M | 0.02% | +3,290+171.5% | Added |
| Clean Yield Group | 5,255 | $2.58M | 0.96% | −145−2.7% | Reduced |
| Central Trust Co | 5,267 | $2.58M | 0.09% | −1,030−16.4% | Reduced |
| Fosun International Ltd | 5,271 | $2.59M | 0.15% | −500−8.7% | Reduced |
| Paloma Partners Management Co | 5,287 | $2.59M | 0.07% | −31,444−85.6% | Reduced |
| Oribel Capital Management, LP | 5,300 | $2.60M | 0.32% | +2,700+103.8% | Added |
| Freedom Day Solutions, LLC | 5,354 | $2.62M | 1.25% | −177−3.2% | Reduced |
| Outfitter Financial LLC | 5,370 | $2.63M | 2.02% | −175−3.2% | Reduced |
| Barings LLC | 5,406 | $2.65M | 0.06% | −150−2.7% | Reduced |
| Ninety One SA (PTY) Ltd | 5,471 | $2.69M | 0.98% | −2,551−31.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,500 | $2.70M | 1.17% | −3,000−35.3% | Reduced |
| Cim, LLC | 5,061 | $2.70M | 0.44% | −100−1.9% | Reduced |
| QS Investors, LLC | 5,528 | $2.71M | 0.03% | −6,788−55.1% | Reduced |
| MAI Capital Management | 5,545 | $2.72M | 0.05% | +287+5.5% | Added |
| Alps Advisors Inc | 5,610 | $2.75M | 0.02% | −426−7.1% | Reduced |
| World Asset Management Inc | 5,717 | $2.80M | 0.26% | −219−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 5,720 | $2.80M | 0.07% | +538+10.4% | Added |
| Silvercrest Asset Management Group LLC | 5,723 | $2.81M | 0.02% | −639−10.0% | Reduced |
| Old National Bancorp | 5,723 | $2.81M | 0.10% | −581−9.2% | Reduced |
| Bel Air Investment Advisors LLC | 5,787 | $2.84M | 0.09% | −766−11.7% | Reduced |
| Ieq Capital, LLC | 5,810 | $2.85M | 0.08% | +1,613+38.4% | Added |
| S.A. Mason LLC | 5,859 | $2.87M | 1.98% | −25−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,877 | $2.88M | 0.43% | +1,095+22.9% | Added |
| Douglass Winthrop Advisors, LLC | 5,904 | $2.89M | 0.07% | −50−0.8% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 5,891 | $2.90M | 0.38% | +202+3.6% | Added |
| Fairbanks Capital Management, Inc. | 5,932 | $2.91M | 2.29% | −700−10.6% | Reduced |
| FDx Advisors, Inc. | 5,933 | $2.91M | 0.10% | +1,273+27.3% | Added |
| Cascadia Advisory Services, LLC | 6,069 | $2.98M | 0.64% | +62+1.0% | Added |