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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 925 | $453.0K | 0.03% | −375−28.8% | Reduced |
| Wealthstar Advisors, LLC | 925 | $453.0K | 0.17% | +925 | New |
| Wealth Alliance | 922 | $452.0K | 0.11% | +143+18.4% | Added |
| Penserra Capital Management LLC | 926 | $452.0K | 0.01% | +287+44.9% | Added |
| West Coast Financial LLC | 917 | $449.0K | 0.07% | +1+0.1% | Added |
| Freestone Capital Holdings, LLC | 917 | $449.0K | 0.02% | +5+0.5% | Added |
| Occudo Quantitative Strategies LP | 901 | $442.0K | 0.07% | +901 | New |
| Supplemental Annuity Collective Trust of NJ | 900 | $441.0K | 0.14% | 00.0% | Unchanged |
| Bellevue Group AG | 900 | $441.0K | 0.00% | 00.0% | Unchanged |
| DCM Advisors, LLC | 900 | $441.0K | 0.25% | +200+28.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 899 | $441.0K | 0.02% | +349+63.5% | Added |
| KCM Investment Advisors LLC | 899 | $440.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 899 | $440.0K | 0.10% | +7+0.8% | Added |
| Pacific Global Investment Management CO | 893 | $438.0K | 0.09% | −183−17.0% | Reduced |
| Integrated Advisors Network LLC | 893 | $438.0K | 0.03% | +52+6.2% | Added |
| Bragg Financial Advisors, Inc | 884 | $433.0K | 0.03% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 882 | $432.0K | 0.10% | −13−1.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 815 | $432.0K | 0.12% | +52+6.8% | Added |
| Capital Investment Counsel, Inc | 875 | $429.0K | 0.10% | 00.0% | Unchanged |
| Homrich & Berg | 872 | $428.0K | 0.01% | −4−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 874 | $428.0K | 0.05% | +49+5.9% | Added |
| Engine No. 1 LLC | 869 | $426.0K | 0.12% | +869 | New |
| Diversified Investment Strategies, LLC | 860 | $422.0K | 0.31% | 00.0% | Unchanged |
| Successful Portfolios LLC | 860 | $422.0K | 0.26% | +34+4.1% | Added |
| Choate Investment Advisors | 852 | $418.0K | 0.03% | +852 | New |
| Scotia Capital Inc. | 849 | $416.0K | 0.00% | +98+13.0% | Added |
| Boenning & Scattergood, Inc. | 846 | $415.0K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 832 | $408.0K | 0.29% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 830 | $407.0K | 0.23% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 830 | $407.0K | 0.24% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 830 | $407.0K | 0.12% | +15+1.8% | Added |
| CWM, LLC | 825 | $404.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 825 | $404.0K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 825 | $404.0K | 0.07% | +215+35.2% | Added |
| Arrow Financial Corp | 810 | $397.0K | 0.05% | 00.0% | Unchanged |
| Comerica Securities,inc. | 808 | $396.0K | 0.03% | +43+5.6% | Added |
| Bartlett & Co. LLC | 805 | $395.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 805 | $394.6K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 802 | $393.0K | 0.21% | −15−1.8% | Reduced |
| Elgethun Capital Management | 802 | $393.0K | 0.14% | +1+0.1% | Added |
| Mason Investment Advisory Services, Inc. | 800 | $392.1K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 800 | $392.0K | 0.11% | −200−20.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 800 | $392.0K | 0.04% | −42−5.0% | Reduced |
| Bourne Lent Asset Management Inc | 800 | $392.0K | 0.11% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $392.0K | 0.18% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $392.0K | 0.18% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 800 | $392.0K | 0.06% | +136+20.5% | Added |
| Nations Financial Group Inc, | 799 | $392.0K | 0.07% | +799 | New |
| DSC Advisors, L.P. | 797 | $391.0K | 0.38% | −377−32.1% | Reduced |
| Avenue 1 Advisors, LLC | 796 | $390.0K | 0.23% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 725 | $386.0K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 775 | $380.0K | 0.01% | +35+4.7% | Added |
| TRUE Private Wealth Advisors | 776 | $380.0K | 0.06% | +157+25.4% | Added |
| BlueSky Wealth Advisors, LLC | 755 | $380.0K | 0.07% | +755 | New |
| Intelligence Driven Advisers, LLC | 776 | $380.0K | 0.07% | +776 | New |
| Royal Fund Management, LLC | 774 | $379.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 773 | $379.0K | 0.04% | +68+9.6% | Added |
| Front Barnett Associates LLC | 770 | $377.0K | 0.04% | +770 | New |
| Plancorp, LLC | 764 | $374.0K | 0.03% | −6−0.8% | Reduced |
| Prelude Capital Management, LLC | 758 | $372.0K | 0.02% | −4,264−84.9% | Reduced |
| Orchard Capital Managment, LLC | 759 | $372.0K | 0.11% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 759 | $372.0K | 0.09% | +759 | New |
| Maven Securities LTD | 758 | $372.0K | 0.04% | +758 | New |
| Gill Capital Partners, LLC | 750 | $368.0K | 0.17% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 749 | $367.0K | 0.08% | +70+10.3% | Added |
| Kings Point Capital Management | 745 | $365.0K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 735 | $360.0K | 0.20% | −81−9.9% | Reduced |
| Flputnam Investment Management Co | 734 | $360.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 734 | $360.0K | 0.03% | +153+26.3% | Added |
| Fishman Jay A Ltd | 732 | $358.8K | 0.04% | +732 | New |
| Edmond de Rothschild Holding S.A. | 731 | $358.0K | 0.01% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 730 | $358.0K | 0.02% | +730 | New |
| Family Firm, Inc. | 726 | $356.0K | 0.10% | +1+0.1% | Added |
| MONECO Advisors, LLC | 725 | $355.0K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 725 | $355.0K | 0.04% | +170+30.6% | Added |
| Symphony Financial, Ltd. Co. | 722 | $354.0K | 0.12% | −14−1.9% | Reduced |
| AdvisorNet Financial, Inc | 721 | $353.0K | 0.02% | +26+3.7% | Added |
| Highland Private Wealth Management | 717 | $351.0K | 0.05% | +11+1.6% | Added |
| Altfest L J & Co Inc | 711 | $349.0K | 0.08% | +100+16.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 710 | $348.0K | 0.02% | −34−4.6% | Reduced |
| Journey Advisory Group, LLC | 709 | $348.0K | 0.11% | +49+7.4% | Added |
| One Capital Management, LLC | 704 | $345.0K | 0.03% | +62+9.7% | Added |
| West Family Investments, Inc. | 702 | $344.0K | 0.10% | +702 | New |
| Mechanics Bank Trust Department | 700 | $343.0K | 0.06% | −47−6.3% | Reduced |
| Full Sail Capital, LLC | 700 | $343.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $343.0K | 0.21% | −15−2.1% | Reduced |
| Americana Partners, LLC | 700 | $343.0K | 0.17% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 699 | $342.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 697 | $342.0K | 0.10% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 695 | $340.0K | 0.20% | 00.0% | Unchanged |
| JSF Financial, LLC | 686 | $336.0K | 0.20% | −45−6.2% | Reduced |
| LS Investment Advisors, LLC | 675 | $331.0K | 0.04% | −3,838−85.0% | Reduced |
| John G Ullman & Associates Inc | 675 | $331.0K | 0.04% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 676 | $331.0K | 0.21% | +1+0.1% | Added |
| St. Louis Trust Co | 674 | $330.0K | 0.08% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $327.0K | 0.05% | −500−42.8% | Reduced |
| Geller Advisors LLC | 665 | $326.0K | 0.07% | −2−0.3% | Reduced |
| Concentrum Wealth Management | 665 | $326.0K | 0.21% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 660 | $324.0K | 0.25% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 661 | $324.0K | 0.08% | +661 | New |