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 |
|---|---|---|---|---|---|
| Gradient Capital Advisors, LLC | 441 | $238.0K | 0.11% | +3+0.7% | Added |
| Rehmann Capital Advisory Group | 443 | $239.4K | 0.02% | −1−0.2% | Reduced |
| Signet Financial Management, LLC | 449 | $242.0K | 0.04% | +449 | New |
| SkyView Investment Advisors, LLC | 450 | $243.0K | 0.07% | +450 | New |
| Summit Financial Group Inc | 457 | $247.0K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 457 | $247.0K | 0.08% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 458 | $247.0K | 0.04% | +458 | New |
| Magellan Asset Management Ltd | 461 | $249.0K | 0.00% | −52−10.1% | Reduced |
| DF Dent & Co Inc | 464 | $250.0K | 0.00% | −63−12.0% | Reduced |
| Bickling Financial Services, Inc. | 464 | $250.0K | 0.13% | 00.0% | Unchanged |
| Sandy Spring Bank | 466 | $251.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 465 | $251.0K | 0.10% | +23+5.2% | Added |
| Sunflower Bank, N.A. | 468 | $252.0K | 0.04% | +45+10.6% | Added |
| ARS Investment Partners, LLC | 467 | $252.0K | 0.03% | +467 | New |
| NorthRock Partners, LLC | 468 | $252.0K | 0.02% | +468 | New |
| Harbour Investments, Inc. | 469 | $253.0K | 0.01% | +66+16.4% | Added |
| Tennessee Valley Asset Management Partners | 469 | $253.0K | 0.10% | +469 | New |
| Schwab Charitable Fund | 470 | $254.0K | 0.05% | −870−64.9% | Reduced |
| Legacy Financial Advisors, Inc. | 470 | $254.0K | 0.06% | +31+7.1% | Added |
| Pittenger & Anderson Inc | 475 | $256.0K | 0.01% | 00.0% | Unchanged |
| Qci Asset Management Inc | 474 | $256.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 480 | $259.0K | 0.02% | +480 | New |
| Symphony Financial, Ltd. Co. | 473 | $259.0K | 0.09% | −249−34.5% | Reduced |
| DT Investment Partners, LLC | 480 | $259.0K | 0.03% | +480 | New |
| Clear Harbor Asset Management, LLC | 483 | $261.0K | 0.03% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 488 | $263.0K | 0.21% | +488 | New |
| Oxbow Advisors, LLC | 490 | $264.0K | 0.03% | −209−29.9% | Reduced |
| Maryland Capital Management | 492 | $265.0K | 0.02% | +11+2.3% | Added |
| Grimes & Company, Inc. | 491 | $265.0K | 0.01% | +31+6.7% | Added |
| Associated Banc-Corp | 493 | $266.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 495 | $267.0K | 0.02% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $268.0K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 498 | $269.0K | 0.14% | +10+2.0% | Added |
| Inscription Capital, LLC | 500 | $270.0K | 0.08% | −500−50.0% | Reduced |
| Mechanics Bank Trust Department | 500 | $270.0K | 0.04% | −200−28.6% | Reduced |
| Guyasuta Investment Advisors Inc | 500 | $270.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $270.0K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 500 | $270.0K | 0.20% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $270.0K | 0.21% | – | New |
| MA Private Wealth | 504 | $272.0K | 0.05% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 506 | $273.0K | 0.15% | +56+12.4% | Added |
| Marotta Asset Management | 512 | $276.2K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 515 | $278.0K | 0.06% | +40+8.4% | Added |
| Arkadios Wealth Advisors | 515 | $278.0K | 0.04% | +129+33.4% | Added |
| Douglas Lane & Associates, LLC | 517 | $279.0K | 0.00% | −12−2.3% | Reduced |
| Summit Trail Advisors, LLC | 517 | $279.0K | 0.02% | +517 | New |
| Merit Financial Group, LLC | 522 | $282.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 523 | $282.0K | 0.07% | +13+2.5% | Added |
| Ameritas Investment Company, LLC | 523 | $282.0K | 0.01% | +89+20.5% | Added |
| Tucker Asset Management LLC | 451 | $282.3K | 0.10% | +451 | New |
| Main Street Research LLC | 525 | $283.0K | 0.02% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 523 | $283.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 525 | $283.0K | 0.02% | +146+38.5% | Added |
| Stansberry Asset Management, LLC | 529 | $285.0K | 0.06% | +71+15.5% | Added |
| Lakeview Capital Partners, LLC | 531 | $286.0K | 0.13% | −575−52.0% | Reduced |
| AGF Investments LLC | 530 | $286.0K | 0.03% | −34−6.0% | Reduced |
| Riverview Trust Co | 533 | $288.0K | 0.30% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 549 | $296.0K | 0.09% | −109−16.6% | Reduced |
| New England Research & Management, Inc. | 550 | $297.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 550 | $297.0K | 0.05% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 552 | $298.0K | 0.15% | +111+25.2% | Added |
| Darwin Advisors, LLC | 553 | $298.0K | 0.05% | +553 | New |
| Sustainable Insight Capital Management, LLC | 555 | $299.0K | 0.19% | −26−4.5% | Reduced |
| First Pacific Advisors, LP | 555 | $299.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 559 | $299.0K | 0.01% | +119+27.0% | Added |
| Harbor Financial Services, LLC | 554 | $299.0K | 0.13% | +554 | New |
| Valeo Financial Advisors, LLC | 562 | $303.0K | 0.02% | +562 | New |
| Eagle Bay Advisors LLC | 560 | $304.0K | 0.18% | −6−1.1% | Reduced |
| Sloy Dahl & Holst, LLC | 563 | $304.0K | 0.06% | +563 | New |
| Johanson Financial Advisors, Inc. | 565 | $305.0K | 0.11% | +1+0.2% | Added |
| Independent Wealth Network Inc. | 489 | $305.0K | 0.20% | +489 | New |
| Teamwork Financial Advisors, LLC | 569 | $307.0K | 0.06% | +569 | New |
| Cedar Mountain Advisors, LLC | 575 | $310.0K | 0.10% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 575 | $310.0K | 0.24% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 575 | $310.0K | 0.05% | +70+13.9% | Added |
| FinTrust Capital Advisors, LLC | 580 | $313.0K | 0.08% | −2−0.3% | Reduced |
| Advisors Capital Management, LLC | 581 | $313.0K | 0.01% | +1+0.2% | Added |
| Verity Asset Management, Inc. | 586 | $316.0K | 0.20% | −50−7.9% | Reduced |
| Moors & Cabot, Inc. | 586 | $317.0K | 0.02% | −49−7.7% | Reduced |
| Synovus Financial Corp | 586 | $317.0K | 0.00% | +55+10.4% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 595 | $321.0K | 0.13% | −164−21.6% | Reduced |
| Graypoint LLC | 596 | $322.0K | 0.04% | +65+12.2% | Added |
| Wall Street Access Asset Management, LLC | 600 | $323.0K | 0.14% | +600 | New |
| Grove Bank & Trust | 601 | $324.0K | 0.07% | 00.0% | Unchanged |
| Westwood Management Corp | 600 | $324.0K | 0.03% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 600 | $324.0K | 0.02% | 00.0% | Unchanged |
| Palladium Partners LLC | 600 | $324.0K | 0.01% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $324.0K | 0.08% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $324.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $324.0K | 0.23% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 516 | $324.0K | 0.07% | +66+14.7% | Added |
| Newman Dignan & Sheerar, Inc. | 602 | $325.0K | 0.11% | 00.0% | Unchanged |
| McLean Asset Management Corp | 533 | $325.0K | 0.12% | +8+1.5% | Added |
| Sather Financial Group Inc | 604 | $326.0K | 0.03% | 00.0% | Unchanged |
| Camden National Bank | 608 | $328.0K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 607 | $328.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 528 | $331.0K | 0.04% | +528 | New |
| Trustmark National Bank Trust Department | 617 | $332.0K | 0.03% | −5−0.8% | Reduced |
| Financial Architects, Inc | 617 | $333.0K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 618 | $333.0K | 0.01% | +6+1.0% | Added |