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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, Q3 2021

Institutional positions in Intuit Inc. as of Sep 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
1,449
+87 vs. Q2 2021
Shares held
229.1M
−1.22M (−0.5%) vs. Q2 2021
Total value
$123.6B
+$10.7B (+9.5%) vs. Q2 2021
New holders
140
551 more added
Sold out
53
511 more reduced

17 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,449 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ3 2021: $123.6B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2021.

Institutions holding INTU in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Burleson & Company, LLC2$1.00K0.00%00.0%Unchanged
Horrell Capital Management, Inc.1$1.00K0.00%+1New
Lenox Wealth Advisors, LLC2$1.00K0.00%+2New
Mascoma Wealth Management LLC1$1.00K0.00%+1New
Cypress Point Wealth Management, LLC1$1.00K0.00%+1New
WestEnd Advisors, LLC–$1.08K0.00%––
PEAK6 Investments LLC3$2.00K0.00%−926−99.7%Reduced
Northern Oak Wealth Management Inc4$2.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$2.00K0.00%00.0%Unchanged
Macroview Investment Management LLC3$2.00K0.00%00.0%Unchanged
Cordasco Financial Network3$2.00K0.00%+1+50.0%Added
Moser Wealth Advisors, LLC3$2.00K0.00%00.0%Unchanged
Hudock, Inc.6$3.00K0.00%00.0%Unchanged
First National Bank of South Miami6$3.00K0.00%00.0%Unchanged
TFC Financial Management6$3.00K0.00%00.0%Unchanged
Gradient Investments LLC5$3.00K0.00%00.0%Unchanged
Lee Financial Co6$3.00K0.00%+6New
Cranbrook Wealth Management, LLC5$3.00K0.00%+5New
Global Financial Private Client, LLC6$3.26K0.00%00.0%Unchanged
CVA Family Office, LLC13$4.00K0.00%−343−96.3%Reduced
Private Ocean, LLC8$4.00K0.00%−3−27.3%Reduced
Wolff Wiese Magana LLC8$4.00K0.00%00.0%Unchanged
James Investment Research Inc7$4.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$4.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC7$4.00K0.00%00.0%Unchanged
First Command Bank7$4.00K0.00%+7New
First Command Financial Services, Inc.7$4.00K0.00%+7New
PFG Private Wealth Management, LLC7$4.00K0.00%+7New
Thomas White International Ltd10$5.00K0.00%00.0%Unchanged
Barrett Asset Management, LLC10$5.00K0.00%00.0%Unchanged
Globeflex Capital L P9$5.00K0.00%+3+50.0%Added
Berkshire Capital Holdings Inc10$5.00K0.00%+10New
MCF Advisors LLC10$5.00K0.00%+10New
Bedel Financial Consulting, Inc.9$5.00K0.00%+9New
Wealth Quarterback LLC12$6.00K0.00%+1+9.1%Added
Emfo, LLC12$6.00K0.01%00.0%Unchanged
Proffitt & Goodson Inc14$8.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.15$8.00K0.00%00.0%Unchanged
Edge Wealth Management LLC15$8.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC15$8.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC14$8.00K0.01%00.0%Unchanged
Hartford Financial Management Inc.15$8.00K0.00%+15New
Kozak & Associates, Inc.14$9.00K0.01%+14New
IAG Wealth Partners, LLC17$10.0K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co19$10.0K0.01%+19New
Optimum Investment Advisors20$11.0K0.00%−100−83.3%Reduced
Community Bank, N.A.20$11.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC21$11.0K0.00%00.0%Unchanged
Red Cedar Capital, LLC22$12.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.22$12.0K0.01%00.0%Unchanged
Country Trust Bank22$12.0K0.00%+22New
Raffa Wealth Management, LLC26$14.0K0.00%00.0%Unchanged
Better Money Decisions, LLC28$15.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC27$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC30$16.0K0.00%00.0%Unchanged
Front Row Advisors LLC32$17.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.34$18.0K0.00%+12+54.5%Added
TSFG, LLC33$18.0K0.01%+21+175.0%Added
ClariVest Asset Management LLC35$19.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC37$20.0K0.00%00.0%Unchanged
Valley National Advisers Inc37$20.0K0.00%+15+68.2%Added
Bogart Wealth, LLC38$21.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC38$21.0K0.00%+2+5.6%Added
Key Financial Inc41$22.0K0.01%+7+20.6%Added
Syverson Strege & Co41$22.0K0.02%+41New
Hanson & Doremus Investment Management42$23.0K0.01%−8−16.0%Reduced
Baystate Wealth Management LLC42$23.0K0.00%+21+100.0%Added
Bourgeon Capital Management LLC44$24.0K0.01%00.0%Unchanged
Red Tortoise LLC63$24.0K0.02%+63New
Princeton Global Asset Management LLC50$27.0K0.01%+20+66.7%Added
First Financial Corp53$29.0K0.02%00.0%Unchanged
Capital Analysts, LLC54$29.0K0.00%+54New
Rockbridge Investment Management, LCC55$30.0K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC57$31.0K0.00%00.0%Unchanged
Atlantic Trust, LLC62$33.0K0.02%00.0%Unchanged
Meridian Wealth Partners, LLC60$33.0K0.01%+60New
Financial Management Professionals, Inc.63$34.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust66$36.0K0.02%−2−2.9%Reduced
Gerber Kawasaki Wealth & Investment Management70$37.0K0.00%+70New
Solstein Capital, LLC76$41.0K0.02%00.0%Unchanged
Clearview Wealth Advisors LLC77$41.0K0.03%+1+1.3%Added
Crewe Advisors LLC77$42.0K0.01%−8−9.4%Reduced
D'Orazio & Associates, Inc.78$42.0K0.01%+72+1,200.0%Added
Stonebridge Capital Advisors LLC86$46.0K0.01%+2+2.4%Added
MUFG Americas Holdings Corp86$46.0K0.00%+32+59.3%Added
Laurel Wealth Advisors LLC89$48.0K0.01%00.0%Unchanged
Creative Financial Designs Inc91$49.0K0.01%00.0%Unchanged
Close Asset Management Ltd92$50.0K0.00%+92New
Piscataqua Savings Bank97$52.0K0.04%00.0%Unchanged
FAI Wealth Management100$53.0K0.05%00.0%Unchanged
West Paces Advisors Inc.100$54.0K0.02%00.0%Unchanged
Pinz Capital Management, LP100$55.0K0.02%+100New
Concord Wealth Partners106$57.0K0.02%−79−42.7%Reduced
Prestige Wealth Management Group LLC105$57.0K0.01%+3+2.9%Added
O'Dell Group, LLC110$59.0K0.02%+110New
First Manhattan Co115$62.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.115$62.0K0.02%00.0%Unchanged
Canton Hathaway, LLC114$62.0K0.02%+114New
Norway Savings Bank116$63.0K0.03%00.0%Unchanged
Atlas Capital Advisors LLC122$65.8K0.01%+104+577.8%Added