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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 658 | $323.0K | 0.09% | +15+2.3% | Added |
| Walter & Keenan Financial Consulting Co | 657 | $322.0K | 0.11% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 652 | $320.0K | 0.06% | +3+0.5% | Added |
| Sigma Planning Corp | 650 | $319.0K | 0.01% | −116−15.1% | Reduced |
| Legacy Wealth Management, LLC | 650 | $318.6K | 0.18% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 648 | $318.0K | 0.02% | −20−3.0% | Reduced |
| Jackson Square Capital, LLC | 649 | $318.0K | 0.10% | +649 | New |
| Vigilare Wealth Management | 647 | $317.0K | 0.19% | −60−8.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 600 | $314.0K | 0.18% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $314.0K | 0.29% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 636 | $312.0K | 0.17% | +15+2.4% | Added |
| Moors & Cabot, Inc. | 635 | $311.0K | 0.02% | −4−0.6% | Reduced |
| Asset Dedication, LLC | 635 | $310.0K | 0.05% | +257+68.0% | Added |
| Somerville Kurt F | 630 | $309.0K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 626 | $307.0K | 0.10% | −52−7.7% | Reduced |
| Abbrea Capital, LLC | 626 | $307.0K | 0.05% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 626 | $307.0K | 0.17% | +4+0.6% | Added |
| RiverFront Investment Group, LLC | 627 | $307.0K | 0.01% | +40+6.8% | Added |
| Jump Financial, LLC | 623 | $305.0K | 0.03% | −1,140−64.7% | Reduced |
| Trustmark National Bank Trust Department | 622 | $305.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 620 | $304.0K | 0.04% | −4−0.6% | Reduced |
| Financial Architects, Inc | 617 | $302.0K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 612 | $300.0K | 0.01% | −249−28.9% | Reduced |
| Gyon Technologies Capital Management, LP | 613 | $300.0K | 0.10% | +613 | New |
| Camden National Bank | 608 | $298.0K | 0.06% | −393−39.3% | Reduced |
| Essex Savings Bank | 677 | $298.0K | 0.12% | +52+8.3% | Added |
| Prospera Financial Services Inc | 606 | $297.0K | 0.01% | −473−43.8% | Reduced |
| TCTC Holdings, LLC | 607 | $297.0K | 0.01% | 00.0% | Unchanged |
| Sather Financial Group Inc | 604 | $296.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 601 | $295.0K | 0.06% | −7−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 602 | $295.0K | 0.10% | +2+0.3% | Added |
| Warren Averett Asset Management, LLC | 544 | $295.0K | 0.03% | +544 | New |
| Westwood Management Corp | 600 | $294.0K | 0.02% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 600 | $294.0K | 0.01% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $294.0K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $294.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $294.0K | 0.17% | 00.0% | Unchanged |
| Palladium Partners LLC | 600 | $294.0K | 0.01% | +1+0.2% | Added |
| Waldron Private Wealth LLC | 598 | $293.0K | 0.02% | +598 | New |
| Balentine LLC | 596 | $292.0K | 0.01% | +596 | New |
| FinTrust Capital Advisors, LLC | 582 | $285.0K | 0.08% | −4−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 581 | $285.0K | 0.17% | +17+3.0% | Added |
| Advisors Capital Management, LLC | 580 | $284.0K | 0.01% | −41−6.6% | Reduced |
| Johanson Financial Advisors, Inc. | 564 | $284.0K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 577 | $283.0K | 0.06% | −52−8.3% | Reduced |
| Eagle Bay Advisors LLC | 566 | $283.0K | 0.23% | +566 | New |
| Cedar Mountain Advisors, LLC | 575 | $282.0K | 0.09% | +1+0.2% | Added |
| LifeSteps Financial, Inc. | 575 | $282.0K | 0.22% | +21+3.8% | Added |
| Peapack Gladstone Financial Corp | 570 | $279.0K | 0.01% | −5−0.9% | Reduced |
| Childress Capital Advisors, LLC | 566 | $277.0K | 0.13% | +20+3.7% | Added |
| AGF Investments LLC | 564 | $276.0K | 0.03% | +19+3.5% | Added |
| Peregrine Asset Advisers, Inc. | 557 | $273.0K | 0.12% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 557 | $273.0K | 0.11% | +557 | New |
| Inverness Counsel LLC | 557 | $273.0K | 0.01% | +557 | New |
| First Pacific Advisors, LP | 555 | $272.0K | 0.00% | 00.0% | Unchanged |
| Corundum Group, Inc. | 552 | $271.0K | 0.18% | −71−11.4% | Reduced |
| New England Research & Management, Inc. | 550 | $270.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 550 | $270.0K | 0.05% | +550 | New |
| JJJ Advisors Inc. | 547 | $268.0K | 0.10% | +99+22.1% | Added |
| McLean Asset Management Corp | 525 | $263.0K | 0.12% | +9+1.7% | Added |
| Riverview Trust Co | 533 | $261.0K | 0.28% | 00.0% | Unchanged |
| Graypoint LLC | 531 | $260.0K | 0.03% | +531 | New |
| Douglas Lane & Associates, LLC | 529 | $259.0K | 0.00% | −30−5.4% | Reduced |
| Synovus Financial Corp | 531 | $259.0K | 0.00% | +531 | New |
| Leavell Investment Management, Inc. | 673 | $258.0K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 527 | $258.0K | 0.00% | +527 | New |
| Main Street Research LLC | 525 | $258.0K | 0.02% | +525 | New |
| Ssi Investment Management LLC | 523 | $256.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 522 | $256.0K | 0.02% | +522 | New |
| Independent Financial Group, LLC | 514 | $252.2K | 0.03% | +514 | New |
| Marotta Asset Management | 512 | $251.4K | 0.06% | +512 | New |
| Magellan Asset Management Ltd | 513 | $251.0K | 0.00% | −193−27.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 510 | $250.0K | 0.07% | +510 | New |
| Virtu Financial LLC | 508 | $249.0K | 0.02% | +508 | New |
| Essex Financial Services, Inc. | 648 | $248.0K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 505 | $248.0K | 0.04% | +505 | New |
| MA Private Wealth | 504 | $247.0K | 0.05% | +504 | New |
| Guyasuta Investment Advisors Inc | 500 | $245.0K | 0.02% | +500 | New |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $245.0K | 0.01% | +500 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 500 | $245.0K | 0.05% | +500 | New |
| Next Capital Management LLC | 500 | $245.0K | 0.16% | +500 | New |
| Sandhill Capital Partners LLC | 497 | $244.0K | 0.02% | +497 | New |
| Associated Banc-Corp | 493 | $242.0K | 0.01% | +493 | New |
| Venture Visionary Partners LLC | 495 | $242.0K | 0.02% | +495 | New |
| State of Wyoming | 489 | $240.0K | 0.15% | +122+33.2% | Added |
| Tranquility Partners, LLC | 488 | $239.0K | 0.13% | +488 | New |
| Tiedemann Advisors, LLC | 489 | $238.0K | 0.01% | −52−9.6% | Reduced |
| Wealth Architects, LLC | 486 | $238.0K | 0.05% | +486 | New |
| Clear Harbor Asset Management, LLC | 483 | $237.0K | 0.03% | +483 | New |
| Maryland Capital Management | 481 | $236.0K | 0.01% | +481 | New |
| Pittenger & Anderson Inc | 475 | $233.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 475 | $233.0K | 0.06% | +475 | New |
| Capitolis Advisors LLC | 474 | $232.0K | 0.00% | −13,087−96.5% | Reduced |
| Qci Asset Management Inc | 474 | $232.0K | 0.01% | +474 | New |
| Sandy Spring Bank | 466 | $228.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 464 | $227.0K | 0.10% | +464 | New |
| Rehmann Capital Advisory Group | 444 | $225.3K | 0.02% | +444 | New |
| Grimes & Company, Inc. | 460 | $225.0K | 0.01% | +460 | New |
| Palisade Asset Management, LLC | 460 | $225.0K | 0.03% | +460 | New |
| Ameritas Investment Company, LLC | 434 | $224.0K | 0.01% | +381+718.9% | Added |