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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 1,329 | $652.0K | 0.12% | +98+8.0% | 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 |
| TCI Wealth Advisors, Inc. | 1,323 | $648.0K | 0.11% | +22+1.7% | Added |
| Crestone Asset Management LLC | 1,315 | $645.0K | 0.14% | −637−32.6% | Reduced |
| Beaumont Financial Partners, LLC | 1,307 | $641.0K | 0.05% | +74+6.0% | Added |
| Boothbay Fund Management, LLC | 1,300 | $637.0K | 0.03% | +207+18.9% | Added |
| Geneos Wealth Management Inc. | 1,278 | $636.0K | 0.02% | −115−8.3% | Reduced |
| First National Trust Co | 1,295 | $635.0K | 0.04% | +58+4.7% | Added |
| Reynders McVeigh Capital Management, LLC | 1,281 | $628.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,280 | $627.0K | 0.11% | +49+4.0% | Added |
| Mutual Advisors, LLC | 1,275 | $625.0K | 0.04% | +6+0.5% | Added |
| 180 Wealth Advisors, LLC | 1,176 | $623.0K | 0.14% | −210−15.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,258 | $617.0K | 0.02% | +193+18.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,257 | $616.0K | 0.46% | +1,257 | New |
| Avantax Planning Partners, Inc. | 1,243 | $609.0K | 0.03% | +472+61.2% | Added |
| HBK Sorce Advisory LLC | 1,235 | $605.0K | 0.03% | −94−7.1% | Reduced |
| 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 |
| 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 |
| Community Bank & Trust, Waco, Texas | 1,215 | $596.0K | 0.19% | +272+28.8% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $592.0K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,200 | $588.0K | 0.00% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,192 | $584.0K | 0.05% | −80−6.3% | Reduced |
| 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 |
| 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 |
| Clear Perspective Advisors, LLC | 1,163 | $570.0K | 0.20% | +332+40.0% | Added |
| Mather Group, LLC. | 1,161 | $569.0K | 0.01% | −82−6.6% | Reduced |
| Woodstock Corp | 1,160 | $569.0K | 0.07% | 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 |
| Wealth Management Associates, Inc. | 1,150 | $563.7K | 0.32% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,149 | $563.0K | 0.12% | −24−2.0% | Reduced |
| Tiemann Investment Advisors, LLC | 1,141 | $559.0K | 0.26% | −38−3.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,136 | $557.0K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,135 | $556.0K | 0.03% | +16+1.4% | Added |
| 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 |
| Whalerock Point Partners, LLC | 1,115 | $546.5K | 0.21% | 00.0% | Unchanged |
| CNB Bank | 1,112 | $546.0K | 0.34% | +29+2.7% | Added |
| First Horizon Advisors, Inc. | 1,110 | $544.0K | 0.03% | −14−1.2% | Reduced |
| 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 |
| Atalanta Sosnoff Capital, LLC | 1,090 | $534.0K | 0.01% | +120+12.4% | Added |
| MD Financial Management Inc. | 1,087 | $533.0K | 0.02% | −4,041−78.8% | 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 |
| Truvestments Capital LLC | 1,072 | $526.0K | 0.29% | −428−28.5% | 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 |
| South State Corp. | 1,066 | $523.0K | 0.05% | −60−5.3% | Reduced |
| 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 |
| 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 |
| RMR Wealth Builders | 1,030 | $505.0K | 0.17% | −775−42.9% | Reduced |
| Alta Wealth Advisors LLC | 1,028 | $504.0K | 0.37% | −50−4.6% | Reduced |
| K.J. Harrison & Partners Inc | 1,020 | $500.0K | 0.07% | +20+2.0% | Added |
| Caldwell Trust Co | 1,018 | $499.0K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,016 | $498.0K | 0.01% | +57+5.9% | Added |
| Chicago Trust Co NA | 1,003 | $491.0K | 0.12% | +1,003 | New |
| Bond & Devick Financial Network, Inc. | 1,000 | $490.0K | 0.40% | −57−5.4% | Reduced |
| 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 |
| Samalin Investment Counsel, LLC | 996 | $489.0K | 0.32% | +1+0.1% | Added |
| Aj Wealth Strategies, LLC | 984 | $482.0K | 0.03% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 982 | $481.0K | 0.04% | +136+16.1% | Added |
| Intrust Bank NA | 972 | $476.0K | 0.06% | +19+2.0% | Added |
| 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 |
| Level Four Advisory Services, LLC | 965 | $473.0K | 0.03% | −314−24.6% | Reduced |
| Oakworth Capital, Inc. | 960 | $470.0K | 0.05% | +28+3.0% | Added |
| Jackson Wealth Management, LLC | 952 | $467.0K | 0.06% | +952 | New |
| Leonteq Securities AG | 952 | $466.6K | 0.04% | +1+0.1% | Added |
| FineMark National Bank & Trust | 951 | $466.0K | 0.02% | +2+0.2% | Added |
| Quest Capital Management Inc | 947 | $464.0K | 0.09% | −2−0.2% | Reduced |
| Fisher Asset Management, LLC | 939 | $461.0K | 0.00% | −491−34.3% | Reduced |
| Great Diamond Partners, LLC | 940 | $460.0K | 0.13% | +18+2.0% | Added |
| Keel Point, LLC | 935 | $458.0K | 0.05% | +27+3.0% | Added |
| Credential Qtrade Securities Inc. | 934 | $457.8K | 0.04% | +464+98.7% | Added |
| Okabena Investment Services Inc | 933 | $457.0K | 0.21% | +933 | New |
| PEAK6 Investments LLC | 929 | $455.0K | 0.01% | −27,414−96.7% | Reduced |
| 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 |