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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 1,969 | $966.0K | 0.04% | +153+8.4% | Added |
| WBH Advisory Inc | 1,815 | $961.0K | 0.14% | −60−3.2% | Reduced |
| Spire Wealth Management | 1,956 | $959.0K | 0.03% | −197−9.2% | Reduced |
| Northwest & Ethical Investments L.P. | 1,954 | $957.8K | 0.03% | 00.0% | Unchanged |
| United Bank | 1,939 | $950.0K | 0.13% | +29+1.5% | Added |
| Anchor Investment Management, LLC | 1,933 | $947.5K | 0.13% | +143+8.0% | Added |
| Connolly Sarah T. | 1,930 | $946.0K | 0.77% | +185+10.6% | Added |
| Red Spruce Capital, LLC | 1,928 | $945.0K | 0.56% | +24+1.3% | Added |
| Kensington Investment Counsel, LLC | 1,918 | $940.0K | 0.65% | +56+3.0% | Added |
| McRae Capital Management Inc | 1,905 | $934.0K | 0.21% | −23−1.2% | Reduced |
| Evanson Asset Management, LLC | 1,906 | $934.0K | 0.10% | +200+11.7% | Added |
| EP Wealth Advisors, LLC | 1,902 | $932.0K | 0.03% | +74+4.0% | Added |
| Kingsview Wealth Management, LLC | 1,885 | $926.0K | 0.05% | +1,026+119.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,888 | $925.0K | 0.11% | −23−1.2% | Reduced |
| Caxton Corp | 1,885 | $924.0K | 0.63% | +805+74.5% | Added |
| Sargent Investment Group, LLC | 1,880 | $922.0K | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,868 | $916.0K | 0.06% | −59−3.1% | Reduced |
| Hilltop Holdings Inc. | 1,870 | $916.0K | 0.10% | +198+11.8% | Added |
| Camden Capital, LLC | 1,855 | $909.0K | 0.21% | +247+15.4% | Added |
| Psagot Investment House Ltd. | 1,844 | $904.0K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 1,845 | $904.0K | 0.26% | +131+7.6% | Added |
| Clearstead Advisors, LLC | 1,827 | $895.0K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 1,803 | $883.0K | 0.02% | +111+6.6% | Added |
| Bridges Investment Management Inc | 1,787 | $876.0K | 0.03% | +98+5.8% | Added |
| Standard Family Office LLC | 1,783 | $874.0K | 0.18% | +4+0.2% | Added |
| Lumature Wealth Partners, LLC | 1,746 | $856.0K | 0.35% | +100+6.1% | Added |
| Texas Capital Bancshares Inc | 1,735 | $851.0K | 0.62% | +5+0.3% | Added |
| Monetary Management Group Inc | 1,725 | $846.0K | 0.25% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,724 | $845.0K | 0.48% | −180−9.5% | Reduced |
| Aristotle Capital Management, LLC | 1,720 | $843.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,570 | $842.0K | 0.12% | +57+3.8% | Added |
| Edgestream Partners, L.P. | 1,711 | $839.0K | 0.05% | +1,711 | New |
| Resources Investment Advisors, LLC. | 1,705 | $836.0K | 0.03% | +435+34.3% | Added |
| Liberty Wealth Management LLC | 1,704 | $835.0K | 0.32% | +3+0.2% | Added |
| PAX Financial Group, LLC | 1,701 | $834.0K | 0.21% | +58+3.5% | Added |
| Parthenon LLC | 1,700 | $833.0K | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,700 | $833.0K | 0.06% | +342+25.2% | Added |
| Nicholas Investment Partners, LP | 1,698 | $832.0K | 0.05% | −810−32.3% | Reduced |
| Ropes Wealth Advisors LLC | 1,690 | $828.0K | 0.13% | +5+0.3% | Added |
| AIA Group Ltd | 1,657 | $826.0K | 0.06% | +589+55.1% | Added |
| AMG National Trust Bank | 1,683 | $825.0K | 0.03% | −80−4.5% | Reduced |
| RFG Advisory, LLC | 1,676 | $822.0K | 0.07% | −84−4.8% | Reduced |
| Catalyst Private Wealth, LLC | 1,650 | $809.0K | 0.45% | +569+52.6% | Added |
| Proficio Capital Partners LLC | 1,641 | $805.0K | 0.10% | −15−0.9% | Reduced |
| GM Advisory Group, Inc. | 1,634 | $801.0K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,629 | $798.0K | 0.02% | +42+2.6% | Added |
| Integrated Investment Consultants, LLC | 1,619 | $794.0K | 0.23% | −75−4.4% | Reduced |
| Oliver Luxxe Assets LLC | 1,600 | $784.0K | 0.22% | −150−8.6% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $784.0K | 0.09% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 1,600 | $784.0K | 0.21% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,600 | $784.0K | 0.01% | +1,600 | New |
| Conestoga Capital Advisors, LLC | 1,590 | $779.0K | 0.01% | −15−0.9% | Reduced |
| Van Strum & Towne Inc. | 1,586 | $777.0K | 0.37% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,586 | $777.0K | 0.03% | +53+3.5% | Added |
| Pinnacle Financial Partners Inc | 1,582 | $775.0K | 0.03% | −69−4.2% | Reduced |
| Pinnacle Wealth Advisors | 1,582 | $775.0K | 0.03% | +1,582 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,577 | $773.0K | 0.01% | −773−32.9% | Reduced |
| Baldwin Brothers Inc | 1,558 | $764.0K | 0.08% | +10+0.6% | Added |
| Valmark Advisers, Inc. | 1,549 | $759.0K | 0.01% | +93+6.4% | Added |
| Circle Wealth Management, LLC | 1,547 | $758.0K | 0.11% | −313−16.8% | Reduced |
| Savant Capital, LLC | 1,537 | $753.0K | 0.03% | +38+2.5% | Added |
| Great Lakes Advisors, LLC | 1,524 | $747.0K | 0.01% | −86−5.3% | Reduced |
| Kore Private Wealth LLC | 1,522 | $746.0K | 0.08% | +592+63.7% | Added |
| Snowden Capital Advisors LLC | 1,517 | $743.6K | 0.04% | −101−6.2% | Reduced |
| Verdence Capital Advisors LLC | 1,514 | $742.0K | 0.10% | +321+26.9% | Added |
| Fort Pitt Capital Group, LLC | 1,502 | $736.0K | 0.03% | −40−2.6% | Reduced |
| Concentric Wealth Management, LLC | 1,500 | $735.0K | 0.23% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,494 | $732.0K | 0.15% | +72+5.1% | Added |
| Davy Global Fund Management Ltd | 1,488 | $729.0K | 0.11% | −176−10.6% | Reduced |
| Eqis Capital Management, Inc. | 1,480 | $725.0K | 0.05% | −19−1.3% | Reduced |
| Smithfield Trust Co | 1,477 | $724.0K | 0.05% | +4+0.3% | Added |
| Quadrant Capital Group LLC | 1,467 | $719.0K | 0.10% | +298+25.5% | Added |
| KMG Fiduciary Partners, LLC | 1,460 | $716.0K | 0.13% | +50+3.5% | Added |
| Spinnaker Trust | 1,454 | $713.0K | 0.05% | −3−0.2% | Reduced |
| Haverford Trust Co | 1,454 | $713.0K | 0.01% | +1,454 | New |
| Gilbert & Cook, Inc. | 1,439 | $705.0K | 0.13% | −703−32.8% | Reduced |
| Coldstream Capital Management Inc | 1,417 | $695.0K | 0.03% | +104+7.9% | Added |
| Van Hulzen Asset Management, LLC | 1,413 | $693.0K | 0.10% | +807+133.2% | Added |
| Almanack Investment Partners, LLC. | 1,411 | $692.0K | 0.07% | +2+0.1% | Added |
| Intersect Capital LLC | 1,412 | $692.0K | 0.12% | +37+2.7% | Added |
| Act Wealth Management, LLC | 1,400 | $686.0K | 0.42% | 00.0% | Unchanged |
| Michael B. Yongue | 1,400 | $686.0K | 0.50% | +8+0.6% | Added |
| JFS Wealth Advisors, LLC | 1,391 | $682.0K | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,390 | $681.0K | 0.08% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,380 | $677.0K | 0.05% | −45−3.2% | Reduced |
| Eastern Bank | 1,380 | $677.0K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,379 | $676.0K | 0.04% | −353−20.4% | Reduced |
| Zions Bancorporation, N.A. | 1,378 | $675.0K | 0.07% | −70−4.8% | Reduced |
| Gateway Investment Advisers LLC | 1,371 | $672.0K | 0.01% | −70−4.9% | Reduced |
| Transform Wealth, LLC | 1,360 | $667.0K | 0.08% | −174−11.3% | Reduced |
| Capula Management Ltd | 1,363 | $667.0K | 0.12% | +1,363 | New |
| Guardian Capital LP | 1,355 | $664.0K | 0.01% | −280−17.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,354 | $664.0K | 0.04% | +317+30.6% | Added |
| Ancora Advisors, LLC | 1,350 | $662.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,343 | $658.0K | 0.03% | −580−30.2% | Reduced |
| TimesSquare Capital Management, LLC | 1,342 | $658.0K | 0.01% | −293−17.9% | Reduced |
| Schwab Charitable Fund | 1,340 | $657.0K | 0.07% | −320−19.3% | Reduced |
| 1st Source Bank | 1,341 | $657.0K | 0.04% | −30−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,336 | $655.0K | 0.14% | −18−1.3% | Reduced |
| Ballentine Partners, LLC | 1,336 | $655.0K | 0.02% | +19+1.4% | Added |