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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 7,778 | $4.20M | 0.04% | −1,016−11.6% | Reduced |
| Papp L Roy & Associates | 7,780 | $4.20M | 0.53% | 00.0% | Unchanged |
| Jefferies Group LLC | 7,841 | $4.23M | 0.10% | +7,841 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,873 | $4.25M | 0.27% | −700−8.2% | Reduced |
| Long Road Investment Counsel, LLC | 7,900 | $4.26M | 1.87% | 00.0% | Unchanged |
| City Holding Co | 7,935 | $4.28M | 0.73% | +477+6.4% | Added |
| Ethic Inc. | 7,950 | $4.29M | 0.44% | +819+11.5% | Added |
| NatWest Group plc | 7,961 | $4.29M | 2.31% | +3,556+80.7% | Added |
| Bamco Inc | 7,988 | $4.31M | 0.01% | +974+13.9% | Added |
| Everence Capital Management Inc | 8,000 | $4.32M | 0.35% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 8,009 | $4.35M | 1.90% | −35−0.4% | Reduced |
| HYA Advisors, Inc | 8,457 | $4.44M | 1.79% | +78+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,300 | $4.44M | 0.07% | +7,300 | New |
| Independent Advisor Alliance | 8,259 | $4.46M | 0.25% | +483+6.2% | Added |
| Moody Lynn & Lieberson, LLC | 8,310 | $4.48M | 0.34% | +1,944+30.5% | Added |
| AtonRa Partners | 8,321 | $4.49M | 1.50% | +146+1.8% | Added |
| Virtue Capital Management, LLC | 8,346 | $4.50M | 0.80% | −357−4.1% | Reduced |
| Cigna Investments Inc | 8,348 | $4.50M | 0.34% | −125−1.5% | Reduced |
| Watchman Group, Inc. | 8,356 | $4.51M | 2.90% | −3,112−27.1% | Reduced |
| Morgan Jess S & Co Inc | 8,390 | $4.53M | 2.99% | −871−9.4% | Reduced |
| Legal Advantage Investments, Inc. | 8,425 | $4.54M | 3.05% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 8,504 | $4.59M | 0.34% | +519+6.5% | Added |
| O'Shares Investment Advisers, LLC | 8,531 | $4.60M | 0.34% | −5,047−37.2% | Reduced |
| Emerson Point Capital LP | 8,554 | $4.62M | 0.69% | −18,224−68.1% | Reduced |
| Bouvel Investment Partners, LLC | 8,573 | $4.63M | 2.61% | +127+1.5% | Added |
| Allstate Corp | 8,606 | $4.64M | 0.19% | −558−6.1% | Reduced |
| National Asset Management, Inc. | 8,861 | $4.72M | 0.15% | +1,282+16.9% | Added |
| Balasa Dinverno & Foltz LLC | 8,841 | $4.77M | 0.33% | +23+0.3% | Added |
| Greenleaf Trust | 8,865 | $4.78M | 0.06% | +15+0.2% | Added |
| IFP Advisors, Inc | 9,011 | $4.88M | 0.10% | +596+7.1% | Added |
| Advisor Partners LLC | 9,045 | $4.88M | 0.33% | −21−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 9,050 | $4.88M | 1.29% | +53+0.6% | Added |
| Van Leeuwen & Company, LLC | 9,080 | $4.90M | 3.00% | −1,026−10.2% | Reduced |
| Kinneret Advisory, LLC | 9,142 | $4.93M | 0.58% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,235 | $4.98M | 0.07% | +645+7.5% | Added |
| Wetherby Asset Management Inc | 9,336 | $5.04M | 0.31% | −75−0.8% | Reduced |
| CIBC World Markets Inc. | 9,351 | $5.04M | 0.02% | +4,818+106.3% | Added |
| Raymond James Trust N.A. | 9,361 | $5.05M | 0.17% | −357−3.7% | Reduced |
| Broadleaf Partners, LLC | 9,474 | $5.11M | 1.69% | +485+5.4% | Added |
| Ameritas Investment Partners, Inc. | 9,490 | $5.12M | 0.19% | −78−0.8% | Reduced |
| First Citizens Bank & Trust Co | 9,526 | $5.14M | 0.25% | −269−2.7% | Reduced |
| Mastrapasqua Asset Management Inc | 9,647 | $5.21M | 0.57% | −128−1.3% | Reduced |
| Blueshift Asset Management, LLC | 9,830 | $5.30M | 0.30% | +5,626+133.8% | Added |
| M. Kulyk & Associates, LLC | 9,888 | $5.33M | 1.71% | +228+2.4% | Added |
| Parsons Capital Management Inc | 9,933 | $5.36M | 0.42% | −1,356−12.0% | Reduced |
| Advisors Asset Management, Inc. | 10,079 | $5.44M | 0.08% | +2,116+26.6% | Added |
| Covenant Asset Management, LLC | 10,094 | $5.45M | 1.62% | −11−0.1% | Reduced |
| AE Wealth Management LLC | 10,156 | $5.48M | 0.05% | +1,367+15.6% | Added |
| Reliant Investment Management, LLC | 10,345 | $5.58M | 2.78% | −530−4.9% | Reduced |
| Kornitzer Capital Management Inc | 10,375 | $5.60M | 0.09% | +700+7.2% | Added |
| Meristem Family Wealth, LLC | 10,468 | $5.65M | 0.54% | −341−3.2% | Reduced |
| Impax Asset Management Group plc | 10,479 | $5.65M | 0.02% | +7+0.1% | Added |
| Fiera Capital Corp | 10,550 | $5.69M | 0.01% | −470−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,587 | $5.71M | 0.23% | +252+2.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,635 | $5.74M | 3.58% | −30−0.3% | Reduced |
| Equitable Trust Co | 10,638 | $5.74M | 0.37% | −40−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,669 | $5.76M | 0.30% | +441+4.3% | Added |
| Chicago Capital, LLC | 10,718 | $5.78M | 0.22% | +167+1.6% | Added |
| Jacobs & Co | 10,773 | $5.81M | 0.67% | −32−0.3% | Reduced |
| Redmond Asset Management, LLC | 10,808 | $5.83M | 1.83% | +6+0.1% | Added |
| GWM Advisors LLC | 10,918 | $5.89M | 0.15% | +3,396+45.1% | Added |
| BTC Capital Management, Inc. | 10,891 | $5.92M | 0.66% | −406−3.6% | Reduced |
| Credit Agricole S A | 11,059 | $5.97M | 0.21% | −6,122−35.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 11,150 | $6.02M | 0.12% | +11,150 | New |
| Bessemer Group Inc | 11,238 | $6.06M | 0.01% | +227+2.1% | Added |
| Siemens Fonds Invest GmbH | 11,334 | $6.12M | 0.41% | +1,047+10.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,349 | $6.12M | 0.23% | +9,330+462.1% | Added |
| Avantax Advisory Services, Inc. | 11,363 | $6.14M | 0.10% | +1,524+15.5% | Added |
| HM Payson & Co | 11,390 | $6.14M | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,500 | $6.20M | 0.01% | −122−1.0% | Reduced |
| NFJ Investment Group, LLC | 11,593 | $6.25M | 0.12% | −15,147−56.6% | Reduced |
| American National Bank | 11,646 | $6.28M | 1.39% | −1,082−8.5% | Reduced |
| Cypress Growth Fund III LP | 11,800 | $6.37M | 5.35% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,943 | $6.44M | 0.26% | +10,643+818.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 12,029 | $6.49M | 0.33% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 12,048 | $6.50M | 0.22% | +101+0.8% | Added |
| Oppenheimer & Co Inc | 12,171 | $6.57M | 0.12% | −744−5.8% | Reduced |
| Advisory Services Network, LLC | 12,223 | $6.59M | 0.21% | +993+8.8% | Added |
| Trust Co of Virginia | 12,288 | $6.63M | 0.73% | −15−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 12,384 | $6.68M | 0.21% | +200+1.6% | Added |
| BOK Financial Private Wealth, Inc. | 12,475 | $6.73M | 0.54% | −2,501−16.7% | Reduced |
| Financial Counselors Inc | 12,544 | $6.77M | 0.14% | −66−0.5% | Reduced |
| Harvest Volatility Management LLC | 12,605 | $6.80M | 0.32% | +4,757+60.6% | Added |
| American Money Management, LLC | 12,667 | $6.83M | 1.93% | −173−1.3% | Reduced |
| Logan Capital Management Inc | 12,823 | $6.92M | 0.32% | −218−1.7% | Reduced |
| Montag A & Associates Inc | 12,982 | $7.00M | 0.38% | −511−3.8% | Reduced |
| Gotham Asset Management, LLC | 13,006 | $7.02M | 0.28% | +3,769+40.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,010 | $7.02M | 0.03% | −1,346−9.4% | Reduced |
| Davenport & Co LLC | 13,081 | $7.06M | 0.05% | −94,999−87.9% | Reduced |
| Fundsmith Investment Services Ltd. | 13,110 | $7.07M | 4.30% | +10+0.1% | Added |
| Beacon Pointe Advisors, LLC | 13,204 | $7.12M | 0.18% | +9,441+250.9% | Added |
| North Fourth Asset Management, LP | 13,300 | $7.17M | 2.66% | +13,300 | New |
| Banco Santander, S.A. | 13,336 | $7.20M | 0.04% | +3,334+33.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,360 | $7.21M | 0.14% | +951+7.7% | Added |
| Elk River Wealth Management, LLC | 13,439 | $7.25M | 1.83% | +378+2.9% | Added |
| FourThought Financial, LLC | 13,647 | $7.36M | 0.98% | −2,361−14.7% | Reduced |
| Amica Mutual Insurance Co | 13,683 | $7.38M | 0.77% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 13,923 | $7.51M | 0.92% | +10.0% | Added |
| People's United Financial, Inc. | 13,991 | $7.55M | 0.17% | +10,539+305.3% | Added |
| Hantz Financial Services, Inc. | 14,001 | $7.55M | 0.25% | +608+4.5% | Added |