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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 14,055 | $7.58M | 0.26% | +2,581+22.5% | Added |
| Mercer Global Advisors Inc | 14,068 | $7.59M | 0.05% | +2,131+17.9% | Added |
| Eagle Capital Management, LLC | 14,258 | $7.69M | 2.09% | −2,373−14.3% | Reduced |
| Navellier & Associates Inc | 14,313 | $7.72M | 1.16% | +14,313 | New |
| Trust Co of Vermont | 14,383 | $7.76M | 0.55% | +96+0.7% | Added |
| Oak Ridge Investments LLC | 14,542 | $7.85M | 0.69% | −299−2.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 14,690 | $7.92M | 0.41% | −1,680−10.3% | Reduced |
| Carmignac Gestion | 14,735 | $7.98M | 0.10% | +1,410+10.6% | Added |
| Conning Inc. | 14,913 | $8.05M | 0.23% | −3,534−19.2% | Reduced |
| Fifth Third Bancorp | 15,023 | $8.11M | 0.04% | +2,614+21.1% | Added |
| Cypress Capital Group | 15,299 | $8.25M | 1.12% | −9−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 14,630 | $8.26M | 0.56% | +14,630 | New |
| Banque Cantonale Vaudoise | 15,454 | $8.34M | 0.36% | +1,543+11.1% | Added |
| Essex Investment Management Co LLC | 15,505 | $8.37M | 1.03% | +140+0.9% | Added |
| Kentucky Retirement Systems | 15,792 | $8.52M | 0.40% | −120−0.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,827 | $8.54M | 0.28% | −50.0% | Reduced |
| Employees Retirement System of Texas | 16,100 | $8.69M | 0.10% | −2,700−14.4% | Reduced |
| Freemont Management S.A. | 16,100 | $8.69M | 1.17% | +100+0.6% | Added |
| Wealthfront Advisers LLC | 16,136 | $8.71M | 0.04% | +3,579+28.5% | Added |
| XXEC, Inc. | 16,140 | $8.71M | 6.62% | −13,875−46.2% | Reduced |
| Dowling & Yahnke LLC | 16,285 | $8.79M | 0.49% | +101+0.6% | Added |
| Atria Investments LLC | 16,368 | $8.83M | 0.16% | −1,049−6.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,551 | $8.93M | 0.01% | +7,876+90.8% | Added |
| Pitcairn Co | 16,607 | $8.96M | 0.62% | −914−5.2% | Reduced |
| Peapack Gladstone Financial Corp | 16,859 | $9.10M | 0.19% | +16,289+2,857.7% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 16,866 | $9.10M | 0.08% | 00.0% | Unchanged |
| Karani Asset Management LLC | 17,001 | $9.17M | 4.45% | +1,632+10.6% | Added |
| MML Investors Services, LLC | 17,234 | $9.30M | 0.07% | +1,210+7.6% | Added |
| Addenda Capital Inc. | 17,484 | $9.43M | 0.44% | −1,584−8.3% | Reduced |
| Jupiter Asset Management Ltd | 17,534 | $9.45M | 0.11% | +17,534 | New |
| Stonebridge Capital Management Inc | 17,622 | $9.51M | 3.49% | −237−1.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,663 | $9.53M | 0.40% | +24+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 17,678 | $9.54M | 0.78% | −1,024−5.5% | Reduced |
| Glenmede Trust Co NA | 17,774 | $9.59M | 0.05% | −1,803−9.2% | Reduced |
| Sit Investment Associates Inc | 17,878 | $9.64M | 0.25% | −1,642−8.4% | Reduced |
| New Mexico Educational Retirement Board | 17,878 | $9.64M | 0.34% | −400−2.2% | Reduced |
| Donaldson Capital Management, LLC | 18,092 | $9.76M | 0.49% | −2,599−12.6% | Reduced |
| First Horizon Advisors, Inc. | 18,207 | $9.82M | 0.32% | +17,097+1,540.3% | Added |
| Chartwell Investment Partners, LLC | 18,232 | $9.84M | 0.31% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 18,255 | $9.85M | 0.06% | +13,047+250.5% | Added |
| Trillium Asset Management, LLC | 18,807 | $10.1M | 0.27% | +915+5.1% | Added |
| Bishop Rock Capital, L.P. | 18,913 | $10.2M | 3.30% | +9,863+109.0% | Added |
| Crossmark Global Holdings, Inc. | 18,985 | $10.2M | 0.24% | +164+0.9% | Added |
| Sara-Bay Financial | 19,092 | $10.3M | 4.03% | +236+1.3% | Added |
| Elo Mutual Pension Insurance Co | 19,145 | $10.3M | 0.33% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 19,331 | $10.4M | 1.33% | +80.0% | Added |
| Cerity Partners LLC | 19,339 | $10.4M | 0.23% | −182−0.9% | Reduced |
| Unio Capital LLC | 19,478 | $10.5M | 4.68% | −1,166−5.6% | Reduced |
| TD Private Client Wealth LLC | 19,698 | $10.6M | 0.45% | −860−4.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 19,860 | $10.7M | 1.22% | +1,413+7.7% | Added |
| Maryland State Retirement & Pension System | 19,468 | $10.7M | 0.30% | +154+0.8% | Added |
| Private Advisor Group, LLC | 20,018 | $10.8M | 0.07% | +7,079+54.7% | Added |
| Oppenheimer Asset Management Inc. | 20,035 | $10.8M | 0.15% | −3,154−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,050 | $10.8M | 0.10% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20,250 | $10.9M | 0.87% | −378−1.8% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $11.1M | 0.49% | 00.0% | Unchanged |
| Headinvest, LLC | 20,809 | $11.2M | 2.13% | −111−0.5% | Reduced |
| Sheets Smith Wealth Management | 20,975 | $11.3M | 1.54% | −210−1.0% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $11.3M | 0.66% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 21,009 | $11.3M | 3.19% | +447+2.2% | Added |
| McKinley Capital Management LLC /Delaware | 21,111 | $11.4M | 1.07% | −17,666−45.6% | Reduced |
| First Long Island Investors, LLC | 21,300 | $11.5M | 0.98% | −1,530−6.7% | Reduced |
| Rockefeller Capital Management L.P. | 21,645 | $11.7M | 0.06% | −3,841−15.1% | Reduced |
| Huntington National Bank | 21,723 | $11.7M | 0.12% | +1,326+6.5% | Added |
| Stanley-Laman Group, Ltd. | 21,945 | $11.8M | 1.54% | +543+2.5% | Added |
| Central Bank & Trust Co | 21,971 | $11.9M | 1.95% | −30−0.1% | Reduced |
| Segment Wealth Management, LLC | 21,971 | $11.9M | 1.41% | +80+0.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 22,011 | $11.9M | 0.27% | +2,047+10.3% | Added |
| Simplex Trading, LLC | 24,257 | $11.9M | 0.42% | +60+0.2% | Added |
| Group One Trading, L.P. | 22,100 | $11.9M | 0.26% | +12,597+132.6% | Added |
| Commerce Bank | 22,119 | $11.9M | 0.08% | +65+0.3% | Added |
| Copeland Capital Management, LLC | 22,558 | $12.2M | 0.35% | +6,320+38.9% | Added |
| 2Xideas AG | 22,656 | $12.2M | 0.93% | −1,355−5.6% | Reduced |
| Pacer Advisors, Inc. | 22,906 | $12.4M | 0.16% | −112−0.5% | Reduced |
| Arcadia Investment Management Corp | 23,127 | $12.5M | 2.30% | +124+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 23,201 | $12.5M | 0.02% | +1,297+5.9% | Added |
| Tocqueville Asset Management L.P. | 23,213 | $12.5M | 0.19% | −1,459−5.9% | Reduced |
| Gratus Capital LLC | 23,243 | $12.5M | 1.35% | +776+3.5% | Added |
| Alberta Investment Management Corp | 23,300 | $12.6M | 0.11% | −35,800−60.6% | Reduced |
| Securian Asset Management, Inc | 23,690 | $12.8M | 0.26% | −289−1.2% | Reduced |
| Daiwa Securities Group Inc. | 23,911 | $12.9M | 0.08% | +1,633+7.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 24,020 | $13.0M | 1.33% | +5,919+32.7% | Added |
| Capital Fund Management S.A. | 24,175 | $13.0M | 0.35% | +24,175 | New |
| Andra AP-fonden | 24,200 | $13.1M | 0.27% | +1,900+8.5% | Added |
| CIBC Private Wealth Group, LLC | 24,301 | $13.1M | 0.03% | −1,551−6.0% | Reduced |
| Jennison Associates LLC | 24,505 | $13.2M | 0.01% | −700−2.8% | Reduced |
| Janney Montgomery Scott LLC | 25,152 | $13.6M | 0.06% | −962−3.7% | Reduced |
| Alley Co LLC | 25,214 | $13.6M | 2.44% | +145+0.6% | Added |
| Liberty Capital Management, Inc. | 25,447 | $13.7M | 4.05% | −79−0.3% | Reduced |
| HFR Wealth Management, LLC | 25,477 | $13.7M | 4.00% | +359+1.4% | Added |
| Patten & Patten Inc | 25,626 | $13.8M | 1.05% | −293−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 25,664 | $13.8M | 0.94% | +3,869+17.8% | Added |
| Quest Investment Management LLC | 25,797 | $13.9M | 1.28% | −3,874−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 25,928 | $14.0M | 0.36% | +8,661+50.2% | Added |
| CIBC World Markets Corp | 26,175 | $14.1M | 0.10% | −18,928−42.0% | Reduced |
| Shelton Capital Management | 26,346 | $14.2M | 0.56% | −688−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,396 | $14.2M | 0.16% | +6,184+30.6% | Added |
| Wolverine Trading, LLC | 26,040 | $14.2M | 0.29% | +5,931+29.5% | Added |
| Hartford Investment Management Co | 26,831 | $14.5M | 0.40% | −3,244−10.8% | Reduced |
| Norinchukin Bank, The | 27,336 | $14.7M | 0.20% | +1,582+6.1% | Added |