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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 89 | $44.0K | 0.01% | +9+11.3% | Added |
| Optiver Holding B.V. | 88 | $43.0K | 0.01% | +88 | New |
| Crewe Advisors LLC | 85 | $42.0K | 0.01% | −6−6.6% | Reduced |
| Stonebridge Capital Advisors LLC | 84 | $41.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 80 | $39.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 76 | $37.0K | 0.05% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 76 | $37.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 68 | $33.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $32.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $31.0K | 0.01% | +3+5.0% | Added |
| Atlantic Trust, LLC | 62 | $30.0K | 0.02% | +62 | New |
| WealthShield Partners, LLC | 59 | $29.0K | 0.00% | +14+31.1% | Added |
| Thompson Siegel & Walmsley LLC | 57 | $28.0K | 0.00% | −3−5.0% | Reduced |
| Rockbridge Investment Management, LCC | 55 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 54 | $27.0K | 0.01% | +54 | New |
| MUFG Americas Holdings Corp | 54 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 53 | $26.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 46 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 44 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexavest Inc. | 42 | $21.0K | 0.00% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 38 | $19.0K | 0.02% | −2,456−98.5% | Reduced |
| Bogart Wealth, LLC | 38 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 37 | $18.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 36 | $18.0K | 0.00% | +15+71.4% | Added |
| Key Financial Inc | 34 | $18.0K | 0.01% | +34 | New |
| Front Row Advisors LLC | 32 | $17.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 35 | $17.0K | 0.00% | +17+94.4% | Added |
| Hanson & Doremus Investment Management | 50 | $16.0K | 0.00% | +4+8.7% | Added |
| Princeton Global Asset Management LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 28 | $14.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27 | $13.0K | 0.00% | −12−30.8% | Reduced |
| Paragon Wealth Strategies, LLC | 27 | $13.0K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 26 | $12.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 22 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 22 | $11.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $11.0K | 0.00% | +22 | New |
| Red Door Wealth Management, LLC | 24 | $11.0K | 0.00% | +24 | New |
| Community Bank, N.A. | 20 | $10.0K | 0.00% | −10−33.3% | Reduced |
| Baystate Wealth Management LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $9.00K | 0.00% | +17 | New |
| Atlas Capital Advisors LLC | 18 | $8.82K | 0.00% | +18 | New |
| HighMark Wealth Management LLC | 14 | $7.00K | 0.01% | −7−33.3% | Reduced |
| Mizuho Securities Co. Ltd. | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 11 | $6.00K | 0.00% | +11 | New |
| Emfo, LLC | 12 | $6.00K | 0.01% | +12 | New |
| Thomas White International Ltd | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $4.00K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 8 | $3.92K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $3.00K | 0.00% | −75−90.4% | Reduced |
| James Investment Research Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 7 | $3.00K | 0.00% | −1−12.5% | Reduced |
| Accel Wealth Management | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $3.00K | 0.07% | +2+66.7% | Added |
| Hudock, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 6 | $2.95K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $2.00K | 0.00% | −18−78.3% | Reduced |
| Northern Oak Wealth Management Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $980 | 0.00% | – | New |
| Swiss Life Asset Management Ltd | 42,841 | – | – | +7,145+20.0% | Added |
| Omers Administration Corp | 0 | $0 | 0.00% | −333,000−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −174,189−100.0% | Sold out |
| SCHF (Gpe), LLC | 0 | $0 | 0.00% | −139,052−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −106,840−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −92,869−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −56,310−100.0% | Sold out |
| HHR Asset Management, LLC | 0 | $0 | 0.00% | −41,620−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −24,454−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,675−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −20,282−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −16,049−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −14,804−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,865−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,818−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,961−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,946−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,504−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,358−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −6,382−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |