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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 18,800 | $9.21M | 0.11% | −9,300−33.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,702 | $9.17M | 0.76% | +310+1.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 18,447 | $9.04M | 1.10% | +5,621+43.8% | Added |
| Conning Inc. | 18,447 | $9.04M | 0.26% | −900−4.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,350 | $8.99M | 0.43% | +12,172+197.0% | Added |
| New Mexico Educational Retirement Board | 18,278 | $8.96M | 0.31% | +1,800+10.9% | Added |
| Chartwell Investment Partners, LLC | 18,232 | $8.94M | 0.26% | −18−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 18,101 | $8.87M | 1.11% | +1,720+10.5% | Added |
| Ensign Peak Advisors, Inc | 17,938 | $8.79M | 0.02% | −3,735−17.2% | Reduced |
| Trillium Asset Management, LLC | 17,892 | $8.77M | 0.24% | +552+3.2% | Added |
| Stonebridge Capital Management Inc | 17,859 | $8.75M | 3.18% | +50+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 17,639 | $8.65M | 0.40% | +54+0.3% | Added |
| Pitcairn Co | 17,521 | $8.59M | 0.58% | −1,356−7.2% | Reduced |
| Atria Investments LLC | 17,417 | $8.54M | 0.16% | +81+0.5% | Added |
| Tower Research Capital LLC (TRC) | 17,267 | $8.46M | 0.22% | −18,897−52.3% | Reduced |
| Credit Agricole S A | 17,181 | $8.42M | 0.28% | −1,474−7.9% | Reduced |
| First Horizon Corp | 17,177 | $8.42M | 0.75% | +144+0.8% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 16,866 | $8.27M | 0.07% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 16,631 | $8.15M | 2.31% | −1,617−8.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 16,370 | $8.02M | 0.40% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 16,238 | $7.96M | 0.24% | +236+1.5% | Added |
| Dowling & Yahnke LLC | 16,184 | $7.93M | 0.46% | −11−0.1% | Reduced |
| MML Investors Services, LLC | 16,024 | $7.85M | 0.07% | +651+4.2% | Added |
| FourThought Financial, LLC | 16,008 | $7.85M | 1.05% | −97−0.6% | Reduced |
| Freemont Management S.A. | 16,000 | $7.84M | 1.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 15,912 | $7.80M | 0.37% | −1,293−7.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,832 | $7.76M | 0.25% | −297−1.8% | Reduced |
| Princeton Portfolio Strategies Group LLC | 15,468 | $7.58M | 1.47% | +430+2.9% | Added |
| Karani Asset Management LLC | 15,369 | $7.53M | 3.90% | +89+0.6% | Added |
| Essex Investment Management Co LLC | 15,365 | $7.53M | 0.88% | −1,068−6.5% | Reduced |
| Cypress Capital Group | 15,308 | $7.50M | 1.02% | −44−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 14,976 | $7.34M | 0.60% | +403+2.8% | Added |
| Oak Ridge Investments LLC | 14,841 | $7.28M | 0.64% | −284−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,356 | $7.04M | 0.03% | −6,706−31.8% | Reduced |
| Trust Co of Vermont | 14,287 | $7.00M | 0.49% | +324+2.3% | Added |
| Cubist Systematic Strategies, LLC | 14,227 | $6.97M | 0.08% | +50.0% | Added |
| HighTower Trust Services, LTA | 13,922 | $6.82M | 0.83% | −14−0.1% | Reduced |
| Banque Cantonale Vaudoise | 13,911 | $6.82M | 0.30% | −327−2.3% | Reduced |
| Amica Mutual Insurance Co | 13,683 | $6.71M | 0.71% | +2,242+19.6% | Added |
| O'Shares Investment Advisers, LLC | 13,578 | $6.66M | 0.47% | −3,117−18.7% | Reduced |
| Montag A & Associates Inc | 13,493 | $6.61M | 0.35% | −5,296−28.2% | Reduced |
| Hantz Financial Services, Inc. | 13,393 | $6.57M | 0.24% | +422+3.3% | Added |
| Carmignac Gestion | 13,325 | $6.54M | 0.08% | +2,553+23.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,295 | $6.52M | 0.63% | +5,813+77.7% | Added |
| Fundsmith Investment Services Ltd. | 13,100 | $6.42M | 3.99% | +13,100 | New |
| Elk River Wealth Management, LLC | 13,061 | $6.40M | 1.66% | +155+1.2% | Added |
| Logan Capital Management Inc | 13,041 | $6.39M | 0.30% | −18−0.1% | Reduced |
| AXS Investments LLC | 12,990 | $6.37M | 1.94% | −2,882−18.2% | Reduced |
| Private Advisor Group, LLC | 12,939 | $6.34M | 0.06% | +124+1.0% | Added |
| Oppenheimer & Co Inc | 12,915 | $6.33M | 0.11% | −47−0.4% | Reduced |
| American Money Management, LLC | 12,840 | $6.29M | 2.13% | +757+6.3% | Added |
| American National Bank | 12,728 | $6.24M | 1.34% | +1,009+8.6% | Added |
| Financial Counselors Inc | 12,610 | $6.18M | 0.13% | +257+2.1% | Added |
| Wealthfront Advisers LLC | 12,557 | $6.16M | 0.03% | +2,882+29.8% | Added |
| Fifth Third Bancorp | 12,409 | $6.08M | 0.03% | −753−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,409 | $6.08M | 0.11% | −50.0% | Reduced |
| Trust Co of Virginia | 12,303 | $6.05M | 0.66% | −120−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 12,184 | $5.97M | 0.19% | +1,500+14.0% | Added |
| Point72 Asset Management, L.P. | 12,110 | $5.94M | 0.03% | −32,590−72.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 12,029 | $5.90M | 0.31% | −3,871−24.3% | Reduced |
| IndexIQ Advisors LLC | 11,947 | $5.86M | 0.20% | +154+1.3% | Added |
| Mercer Global Advisors Inc | 11,937 | $5.85M | 0.05% | +437+3.8% | Added |
| Dakota Wealth Management | 11,843 | $5.80M | 0.70% | +10,555+819.5% | Added |
| Cypress Growth Fund III LP | 11,800 | $5.78M | 4.83% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,622 | $5.70M | 0.01% | −12,440−51.7% | Reduced |
| Bailard, Inc. | 11,474 | $5.62M | 0.19% | +723+6.7% | Added |
| Watchman Group, Inc. | 11,468 | $5.62M | 3.28% | −162−1.4% | Reduced |
| HM Payson & Co | 11,390 | $5.58M | 0.14% | −50−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,665 | $5.56M | 3.51% | −50−0.5% | Reduced |
| Parsons Capital Management Inc | 11,289 | $5.53M | 0.42% | −422−3.6% | Reduced |
| BTC Capital Management, Inc. | 11,297 | $5.51M | 0.63% | −1,369−10.8% | Reduced |
| Advisory Services Network, LLC | 11,230 | $5.51M | 0.17% | −1,593−12.4% | Reduced |
| Decatur Capital Management, Inc. | 11,064 | $5.42M | 1.69% | 00.0% | Unchanged |
| Fiera Capital Corp | 11,020 | $5.40M | 0.01% | −250−2.2% | Reduced |
| Bessemer Group Inc | 11,011 | $5.40M | 0.01% | +145+1.3% | Added |
| IronBridge Private Wealth, LLC | 10,941 | $5.36M | 3.34% | +637+6.2% | Added |
| Reliant Investment Management, LLC | 10,875 | $5.33M | 2.45% | −385−3.4% | Reduced |
| Meristem Family Wealth, LLC | 10,809 | $5.30M | 0.83% | −14−0.1% | Reduced |
| Jacobs & Co | 10,805 | $5.30M | 0.61% | −347−3.1% | Reduced |
| Redmond Asset Management, LLC | 10,802 | $5.29M | 1.55% | −140−1.3% | Reduced |
| Pensionfund DSM Netherlands | 10,725 | $5.26M | 0.68% | −1,000−8.5% | Reduced |
| Equitable Trust Co | 10,678 | $5.23M | 0.34% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,551 | $5.17M | 0.20% | +175+1.7% | Added |
| Impax Asset Management Group plc | 10,472 | $5.13M | 0.02% | −29−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,335 | $5.07M | 0.21% | +59+0.6% | Added |
| Siemens Fonds Invest GmbH | 10,287 | $5.04M | 0.60% | −1,623−13.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,228 | $5.01M | 0.27% | +1,053+11.5% | Added |
| Van Leeuwen & Company, LLC | 10,106 | $4.96M | 2.94% | −2,760−21.5% | Reduced |
| Covenant Asset Management, LLC | 10,105 | $4.95M | 1.48% | −78−0.8% | Reduced |
| Banco Santander, S.A. | 10,002 | $4.90M | 0.03% | +1,455+17.0% | Added |
| Point72 Hong Kong Ltd | 10,000 | $4.90M | 0.34% | −8,584−46.2% | Reduced |
| Tredje AP-fonden | 10,000 | $4.90M | 0.10% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $4.90M | 0.05% | +10,000 | New |
| Avantax Advisory Services, Inc. | 9,839 | $4.82M | 0.09% | +1,661+20.3% | Added |
| First Citizens Bank & Trust Co | 9,795 | $4.80M | 0.23% | −430−4.2% | Reduced |
| Mastrapasqua Asset Management Inc | 9,775 | $4.79M | 0.51% | +258+2.7% | Added |
| Raymond James Trust N.A. | 9,718 | $4.76M | 0.16% | −3,530−26.6% | Reduced |
| Kornitzer Capital Management Inc | 9,675 | $4.74M | 0.07% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 9,660 | $4.74M | 1.71% | −94−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,568 | $4.69M | 0.17% | +33+0.3% | Added |