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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 3,386 | $1.66M | 0.15% | −74−2.1% | Reduced |
| First Foundation Advisors | 3,377 | $1.66M | 0.06% | +422+14.3% | Added |
| Change Path, LLC | 3,374 | $1.65M | 0.10% | +243+7.8% | Added |
| Capital Investment Advisors, LLC | 3,354 | $1.64M | 0.06% | +74+2.3% | Added |
| Qtron Investments LLC | 3,352 | $1.64M | 0.42% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,091 | $1.64M | 0.07% | +3,091 | New |
| Focus Financial Network, Inc. | 3,341 | $1.64M | 0.22% | 00.0% | Unchanged |
| LMR Partners LLP | 3,338 | $1.64M | 0.02% | +3,338 | New |
| Fairfield, Bush & Co. | 3,319 | $1.63M | 0.44% | −250−7.0% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.62M | 0.41% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,293 | $1.61M | 0.30% | −106−3.1% | Reduced |
| Signaturefd, LLC | 3,254 | $1.59M | 0.06% | +231+7.6% | Added |
| Venturi Wealth Management, LLC | 3,246 | $1.59M | 0.14% | −50−1.5% | Reduced |
| Harfst & Associates, Inc. | 3,236 | $1.59M | 0.46% | −307−8.7% | Reduced |
| AlphaCrest Capital Management LLC | 3,230 | $1.58M | 0.07% | −7,268−69.2% | Reduced |
| REDW Wealth LLC | 3,168 | $1.55M | 0.49% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,150 | $1.54M | 0.38% | +410+15.0% | Added |
| Thoroughbred Financial Services, LLC | 3,140 | $1.54M | 0.39% | −347−10.0% | Reduced |
| Empirical Finance, LLC | 3,131 | $1.53M | 0.25% | +515+19.7% | Added |
| Elmwood Wealth Management, Inc. | 3,109 | $1.52M | 0.80% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,073 | $1.51M | 0.05% | −3,139−50.5% | Reduced |
| Loomis Sayles & Co L P | 3,069 | $1.50M | 0.00% | −608−16.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,047 | $1.49M | 0.14% | −150−4.7% | Reduced |
| Fluent Financial, LLC | 3,019 | $1.48M | 0.64% | +3,019 | New |
| Clarius Group, LLC | 3,009 | $1.48M | 0.13% | +38+1.3% | Added |
| Nicolet Bankshares Inc | 3,004 | $1.47M | 0.39% | −79−2.6% | Reduced |
| Johnson Investment Counsel Inc | 2,999 | $1.47M | 0.02% | −149−4.7% | Reduced |
| Tudor Investment Corp Et Al | 2,985 | $1.46M | 0.03% | +1,064+55.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,978 | $1.46M | 0.09% | −88−2.9% | Reduced |
| Dohj, LLC | 2,969 | $1.46M | 0.77% | −336−10.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,922 | $1.43M | 0.22% | +46+1.6% | Added |
| Cannell Peter B & Co Inc | 2,892 | $1.42M | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,892 | $1.42M | 0.36% | +363+14.4% | Added |
| Jag Capital Management, LLC | 2,880 | $1.41M | 0.11% | +135+4.9% | Added |
| NVWM, LLC | 2,842 | $1.39M | 0.50% | −661−18.9% | Reduced |
| Weatherly Asset Management L. P. | 2,835 | $1.39M | 0.18% | −100−3.4% | Reduced |
| Old Port Advisors | 2,745 | $1.39M | 0.50% | −132−4.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,793 | $1.37M | 0.01% | −9,702−77.6% | Reduced |
| Segall Bryant & Hamill, LLC | 2,787 | $1.36M | 0.01% | +166+6.3% | Added |
| Peak Asset Management, LLC | 2,771 | $1.36M | 0.34% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 2,740 | $1.34M | 0.40% | −615−18.3% | Reduced |
| Knowledge Leaders Capital, LLC | 2,739 | $1.34M | 0.90% | +33+1.2% | Added |
| Compagnie Lombard Odier SCmA | 2,700 | $1.32M | 0.03% | −290−9.7% | Reduced |
| Abacus Planning Group, Inc. | 2,698 | $1.32M | 0.40% | −440−14.0% | Reduced |
| NewEdge Wealth, LLC | 2,668 | $1.31M | 0.10% | −169−6.0% | Reduced |
| Centiva Capital, LP | 2,645 | $1.30M | 0.10% | +1,388+110.4% | Added |
| HWG Holdings LP | 2,629 | $1.29M | 0.66% | −52−1.9% | Reduced |
| Cetera Investment Advisers | 2,601 | $1.27M | 0.02% | +727+38.8% | Added |
| Boit C F David | 2,600 | $1.27M | 0.97% | +2,600 | New |
| Pathstone Family Office, LLC | 2,556 | $1.25M | 0.04% | +258+11.2% | Added |
| Wade G W & Inc | 2,534 | $1.24M | 0.06% | +170+7.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,514 | $1.23M | 0.01% | −474−15.9% | Reduced |
| Beacon Financial Advisory LLC | 2,481 | $1.22M | 0.65% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,476 | $1.21M | 0.08% | 00.0% | Unchanged |
| Trexquant Investment LP | 2,474 | $1.21M | 0.10% | +2,474 | New |
| Waycross Partners, LLC | 2,450 | $1.20M | 0.64% | +1,250+104.2% | Added |
| Trust Asset Management LLC | 2,436 | $1.19M | 0.16% | +334+15.9% | Added |
| Vident Investment Advisory, LLC | 2,435 | $1.19M | 0.04% | −887−26.7% | Reduced |
| USA Financial Portformulas Corp | 2,425 | $1.19M | 1.00% | +2,421+60,525.0% | Added |
| RB Capital Management, LLC | 2,421 | $1.19M | 0.46% | 00.0% | Unchanged |
| Cadence Bank NA | 2,417 | $1.18M | 0.35% | 00.0% | Unchanged |
| Parkwood LLC | 2,394 | $1.17M | 0.21% | 00.0% | Unchanged |
| Scharf Investments, LLC | 2,356 | $1.16M | 0.04% | +655+38.5% | Added |
| Amica Retiree Medical Trust | 2,327 | $1.14M | 0.72% | +528+29.3% | Added |
| Kestra Private Wealth Services, LLC | 2,314 | $1.13M | 0.07% | +16+0.7% | Added |
| Sunbelt Securities, Inc. | 2,260 | $1.13M | 0.20% | +100+4.6% | Added |
| Accretive Wealth Partners, LLC | 2,314 | $1.13M | 0.82% | +462+24.9% | Added |
| Pettee Investors, Inc. | 2,300 | $1.13M | 0.53% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,298 | $1.13M | 0.11% | +791+52.5% | Added |
| OPSEU Pension Plan Trust Fund | 2,255 | $1.12M | 0.29% | −109−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,278 | $1.12M | 0.10% | −153−6.3% | Reduced |
| Benjamin Edwards Inc | 2,266 | $1.11M | 0.76% | +4+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 831 | $1.08M | 0.03% | −459−35.6% | Reduced |
| Strategy Asset Managers LLC | 2,198 | $1.08M | 0.23% | +3+0.1% | Added |
| Forbes J M & Co LLP | 2,185 | $1.07M | 0.14% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,177 | $1.07M | 0.13% | −19−0.9% | Reduced |
| FSA Wealth Management LLC | 2,166 | $1.06M | 0.67% | −104−4.6% | Reduced |
| BSW Wealth Partners | 2,167 | $1.06M | 0.29% | −30−1.4% | Reduced |
| Garner Asset Management Corp | 2,157 | $1.06M | 0.51% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,141 | $1.05M | 0.14% | −6,568−75.4% | Reduced |
| Argent Trust Co | 2,131 | $1.04M | 0.07% | +12+0.6% | Added |
| Crestwood Advisors Group LLC | 2,099 | $1.03M | 0.03% | +2,099 | New |
| ICONIQ Capital, LLC | 2,097 | $1.03M | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,083 | $1.02M | 0.29% | −88−4.1% | Reduced |
| Veracity Capital LLC | 2,080 | $1.02M | 0.24% | −91−4.2% | Reduced |
| Evergreen Capital Management LLC | 2,059 | $1.01M | 0.05% | +82+4.1% | Added |
| Heartland Bank & Trust Co | 2,040 | $1.00M | 0.92% | −217−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,039 | $1.00M | 0.24% | −107−5.0% | Reduced |
| Hamilton Lane Advisors LLC | 2,021 | $991.0K | 0.31% | +2,021 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,019 | $990.0K | 0.04% | −2,111−51.1% | Reduced |
| Archford Capital Strategies, LLC | 2,017 | $989.0K | 0.25% | −1,966−49.4% | Reduced |
| Barr E S & Co | 2,018 | $989.0K | 0.07% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,008 | $984.0K | 0.07% | +87+4.5% | Added |
| Palisades Hudson Asset Management, L.P. | 2,007 | $983.0K | 0.44% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,004 | $982.0K | 0.07% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 2,013 | $978.0K | 0.50% | −143−6.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,991 | $976.0K | 0.01% | −6,590−76.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $972.0K | 0.03% | −139−6.6% | Reduced |
| Private Trust Co NA | 1,974 | $968.0K | 0.15% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,975 | $968.0K | 0.32% | +280+16.5% | Added |