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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
Capital Directions Investment Advisors, LLC125$67.0K0.02%00.0%Unchanged
Newfound Research LLC126$68.0K0.11%−73−36.7%Reduced
Manchester Capital Management LLC129$70.0K0.01%−5−3.7%Reduced
Private Capital Group, LLC135$73.0K0.02%+7+5.5%Added
Allworth Financial LP136$73.0K0.00%+71+109.2%Added
C M Bidwell & Associates Ltd139$75.0K0.05%00.0%Unchanged
Gemmer Asset Management LLC144$78.0K0.01%00.0%Unchanged
Exane Derivatives146$78.8K0.02%00.0%Unchanged
Kowal Investment Group, LLC146$79.0K0.02%+146New
Farmers & Merchants Investments Inc148$80.0K0.00%+6+4.2%Added
Salem Investment Counselors Inc151$81.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC150$81.0K0.03%00.0%Unchanged
Harbor Investment Advisory, LLC152$82.0K0.01%+21+16.0%Added
Total Clarity Wealth Management, Inc.153$83.0K0.04%+153New
Resolute Partners Group155$84.0K0.01%+75+93.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$86.3K0.10%+50+45.5%Added
Catalyst Capital Advisors LLC164$88.0K0.00%−4−2.4%Reduced
Washington Trust Co174$93.0K0.00%−30−14.7%Reduced
Carolinas Wealth Consulting LLC172$93.0K0.02%−20−10.4%Reduced
Toth Financial Advisory Corp179$96.0K0.01%−26−12.7%Reduced
Bell Investment Advisors, Inc186$100.0K0.03%+186New
Versant Capital Management, Inc191$103.0K0.04%−2−1.0%Reduced
Sutton Wealth Advisors Inc.192$103.6K0.04%+2+1.1%Added
Geo Capital Gestora de Recursos Ltd196$106.0K0.05%−32−14.0%Reduced
Birch Capital Management, LLC197$106.0K0.07%00.0%Unchanged
Truehand, Inc200$108.0K0.06%00.0%Unchanged
GPS Wealth Strategies Group, LLC200$108.0K0.03%+10+5.3%Added
Hexavest Inc.204$110.0K0.01%+162+385.7%Added
Corsicana & Co.205$111.0K0.07%−60−22.6%Reduced
Jackson, Grant Investment Advisers, Inc.205$111.0K0.05%00.0%Unchanged
Islay Capital Management, LLC205$111.0K0.09%00.0%Unchanged
Proequities, Inc.210$113.0K0.01%+38+22.1%Added
Jones Financial Companies LLLP223$120.0K0.00%+5+2.3%Added
Hillsdale Investment Management Inc.226$122.0K0.01%+36+18.9%Added
Plante Moran Financial Advisors, LLC227$122.0K0.03%+75+49.3%Added
Delta Asset Management LLC228$123.0K0.01%00.0%Unchanged
Glassman Wealth Services230$124.0K0.03%+24+11.7%Added
Hexagon Capital Partners LLC232$125.0K0.04%−6−2.5%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.250$135.0K0.13%+250New
Fieldpoint Private Securities, LLC253$136.0K0.03%−42−14.2%Reduced
Centaurus Financial, Inc.262$141.0K0.01%+262New
Heritage Wealth Advisors268$144.6K0.01%00.0%Unchanged
GeoWealth Management, LLC269$145.0K0.01%+269New
Pacitti Group Inc.280$151.0K0.09%+1+0.4%Added
Global Retirement Partners, LLC285$154.0K0.02%+32+12.6%Added
Massmutual Trust Co FSB287$155.0K0.01%−2−0.7%Reduced
Freedman Financial Associates, Inc.287$155.0K0.11%00.0%Unchanged
Cedar Wealth Management, LLC290$156.0K0.07%00.0%Unchanged
Reilly Financial Advisors, LLC295$159.0K0.01%−4−1.3%Reduced
Pinnacle Bancorp, Inc.294$159.0K0.06%+20+7.3%Added
Glen Eagle Advisors, LLC309$166.7K0.05%+301+3,762.5%Added
Johnson Financial Group, Inc.318$172.0K0.01%−106−25.0%Reduced
Sage Private Wealth Group, LLC332$179.0K0.25%00.0%Unchanged
Prentice Wealth Management LLC342$185.0K0.09%−1−0.3%Reduced
BerganKDV Wealth Management, LLC344$186.0K0.02%−5−1.4%Reduced
Howe & Rusling Inc360$194.0K0.02%00.0%Unchanged
First Personal Financial Services365$197.0K0.05%−10−2.7%Reduced
Atticus Wealth Management, LLC367$198.0K0.09%−31−7.8%Reduced
SOA Wealth Advisors, LLC.375$202.0K0.05%−1−0.3%Reduced
Bingham Osborn & Scarborough LLC375$202.0K0.01%+375New
Magnolia Capital Advisors LLC379$204.0K0.07%+379New
New Jersey Better Educational Savings Trust380$205.0K0.41%+380New
Covenant Multifamily Offices, LLC385$205.0K0.04%+385New
Busey Wealth Management381$206.0K0.01%+381New
B. Riley Wealth Management, Inc.385$208.0K0.02%+385New
Kathmere Capital Management, LLC387$209.0K0.04%+387New
Wintrust Investments LLC390$210.0K0.03%+390New
Ironwood Investment Counsel, LLC390$210.0K0.05%+390New
MainStreet Investment Advisors LLC390$210.0K0.02%+390New
Bank of Stockton395$213.0K0.07%+395New
SkyOak Wealth, LLC395$213.0K0.06%+395New
Beacon Financial Strategies CORP398$214.7K0.20%+398New
Trustcore Financial Services, LLC399$215.0K0.02%+26+7.0%Added
Carret Asset Management, LLC400$216.0K0.03%−13−3.1%Reduced
Fortis Advisors, LLC400$216.0K0.13%00.0%Unchanged
Stevens Capital Management LP400$216.0K0.09%+400New
Campbell & CO Investment Adviser LLC400$216.0K0.07%+400New
Buckingham Capital Management, Inc.400$216.0K0.04%+400New
Brightworth401$216.0K0.02%+401New
QVR LLC401$216.0K0.44%+401New
Perennial Investment Advisors, LLC400$216.0K0.08%+400New
Petix & Botte Co400$216.0K0.07%+400New
Lindbrook Capital, LLC407$220.0K0.06%+10+2.5%Added
Nicholas Hoffman & Company, LLC.407$220.0K0.04%+407New
Linscomb & Williams, Inc.416$224.0K0.01%+6+1.5%Added
Aaron Wealth Advisors417$224.0K0.06%+8+2.0%Added
Castle Rock Wealth Management, LLC368$226.0K0.08%+368New
Summit Financial, LLC419$226.1K0.02%+419New
Palisade Asset Management, LLC420$227.0K0.03%−40−8.7%Reduced
Keebeck Wealth Management, LLC420$227.0K0.04%+420New
Cooper Financial Group422$228.0K0.05%+422New
Ausdal Financial Partners, Inc.424$229.0K0.03%+424New
Gsa Capital Partners LLP426$230.0K0.02%+426New
Cable Hill Partners, LLC429$231.0K0.06%−2−0.5%Reduced
High Falls Advisors, Inc432$233.0K0.06%00.0%Unchanged
Retirement Capital Strategies434$234.0K0.09%00.0%Unchanged
Parkside Financial Bank & Trust433$234.0K0.07%+23+5.6%Added
Botty Investors LLC434$234.0K0.07%+434New
Cadinha & Co LLC435$235.0K0.03%+435New
Tiedemann Advisors, LLC440$238.0K0.01%−49−10.0%Reduced