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 |
|---|---|---|---|---|---|
| Sonora Investment Management, LLC | 620 | $334.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 619 | $334.0K | 0.03% | +177+40.0% | Added |
| Asset Dedication, LLC | 621 | $335.0K | 0.04% | −14−2.2% | Reduced |
| Altshuler Shaham Ltd | 619 | $336.0K | 0.00% | +382+161.2% | Added |
| Childress Capital Advisors, LLC | 615 | $337.0K | 0.14% | +49+8.7% | Added |
| Wade Financial Advisory, Inc | 626 | $338.0K | 0.19% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $340.0K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 630 | $340.0K | 0.03% | −43−6.4% | Reduced |
| Frontier Wealth Management LLC | 632 | $341.0K | 0.02% | −16−2.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 600 | $342.0K | 0.19% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 637 | $344.0K | 0.11% | +637 | New |
| Hummer Financial Advisory Services Inc | 640 | $345.0K | 0.32% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 640 | $345.1K | 0.04% | +126+24.5% | Added |
| MJP Associates Inc | 645 | $348.0K | 0.12% | +19+3.0% | Added |
| Jackson Square Capital, LLC | 649 | $350.0K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 650 | $350.7K | 0.19% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 652 | $352.0K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 654 | $353.0K | 0.12% | +654 | New |
| JSF Financial, LLC | 656 | $354.0K | 0.18% | −30−4.4% | Reduced |
| Warren Averett Asset Management, LLC | 584 | $354.0K | 0.03% | +40+7.4% | Added |
| Yorktown Management & Research Co Inc | 660 | $356.0K | 0.27% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 662 | $357.0K | 0.07% | −87−11.6% | Reduced |
| Vigilare Wealth Management | 662 | $357.0K | 0.22% | +15+2.3% | Added |
| Concentrum Wealth Management | 665 | $359.0K | 0.23% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $360.0K | 0.06% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $364.0K | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 675 | $364.0K | 0.05% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $364.0K | 0.10% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 677 | $365.0K | 0.05% | −870−56.2% | Reduced |
| Aevitas Wealth Management, Inc. | 677 | $365.0K | 0.23% | +1+0.1% | Added |
| Coldstream Capital Management Inc | 1,124 | $367.0K | 0.02% | −293−20.7% | Reduced |
| Essex Financial Services, Inc. | 680 | $367.0K | 0.04% | +32+4.9% | Added |
| Walter & Keenan Financial Consulting Co | 682 | $368.0K | 0.12% | +25+3.8% | Added |
| Red Door Wealth Management, LLC | 683 | $368.0K | 0.14% | +659+2,745.8% | Added |
| Abbrea Capital, LLC | 686 | $370.0K | 0.06% | +60+9.6% | Added |
| Curated Wealth Partners LLC | 690 | $372.0K | 0.21% | −112−14.0% | Reduced |
| Altfest L J & Co Inc | 690 | $372.0K | 0.08% | −21−3.0% | Reduced |
| One Capital Management, LLC | 691 | $372.0K | 0.03% | −13−1.8% | Reduced |
| Essex Savings Bank | 657 | $372.0K | 0.14% | −20−3.0% | Reduced |
| JJJ Advisors Inc. | 696 | $375.0K | 0.13% | +149+27.2% | Added |
| Argus Investors' Counsel, Inc. | 698 | $376.0K | 0.25% | +141+25.3% | Added |
| Full Sail Capital, LLC | 700 | $378.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $378.0K | 0.24% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 702 | $379.0K | 0.10% | −98−12.3% | Reduced |
| First Affirmative Financial Network | 703 | $379.0K | 0.39% | +703 | New |
| Intelligence Driven Advisers, LLC | 720 | $384.0K | 0.09% | −56−7.2% | Reduced |
| Geller Advisors LLC | 711 | $384.0K | 0.08% | +46+6.9% | Added |
| Bernardo Wealth Planning LLC | 718 | $387.0K | 0.22% | +23+3.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 720 | $388.0K | 0.03% | +10+1.4% | Added |
| Johnson Bixby & Associates, LLC | 725 | $391.0K | 0.11% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 724 | $391.0K | 0.12% | +27+3.9% | Added |
| Concorde Asset Management, LLC | 727 | $393.0K | 0.23% | −8−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 731 | $394.0K | 0.01% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $394.9K | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 745 | $402.0K | 0.00% | −975−56.7% | Reduced |
| Kings Point Capital Management | 745 | $402.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 747 | $403.0K | 0.04% | +22+3.0% | Added |
| Highland Private Wealth Management | 749 | $404.0K | 0.06% | +32+4.5% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $404.6K | 0.01% | −55−6.8% | Reduced |
| Bartlett & Co. LLC | 750 | $405.0K | 0.01% | −55−6.8% | Reduced |
| Gill Capital Partners, LLC | 750 | $405.0K | 0.18% | 00.0% | Unchanged |
| Sigma Planning Corp | 752 | $406.0K | 0.01% | +102+15.7% | Added |
| BlueSky Wealth Advisors, LLC | 755 | $407.0K | 0.08% | 00.0% | Unchanged |
| Orchard Capital Managment, LLC | 759 | $409.0K | 0.12% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 761 | $411.0K | 0.01% | −397−34.3% | Reduced |
| Journey Advisory Group, LLC | 763 | $412.0K | 0.13% | +54+7.6% | Added |
| Front Barnett Associates LLC | 770 | $415.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 770 | $415.0K | 0.03% | +36+4.9% | Added |
| Family Firm, Inc. | 728 | $415.0K | 0.11% | +2+0.3% | Added |
| Royal Fund Management, LLC | 774 | $417.0K | 0.07% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 779 | $420.0K | 0.06% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 779 | $420.0K | 0.03% | +58+8.0% | Added |
| Grandfield & Dodd, LLC | 773 | $420.0K | 0.03% | +773 | New |
| Plancorp, LLC | 781 | $421.0K | 0.03% | +17+2.2% | Added |
| Natixis Investment Managers International | 789 | $425.0K | 0.02% | −138−14.9% | Reduced |
| Flputnam Investment Management Co | 788 | $425.0K | 0.01% | +54+7.4% | Added |
| Ground Swell Capital, LLC | 791 | $427.0K | 1.84% | +791 | New |
| Flagship Harbor Advisors, LLC | 874 | $428.0K | 0.05% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 795 | $429.0K | 0.24% | −1−0.1% | Reduced |
| 55I, LLC | 798 | $431.0K | 0.01% | +798 | New |
| Mason Investment Advisory Services, Inc. | 800 | $431.6K | 0.04% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 800 | $432.0K | 0.12% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 800 | $432.0K | 0.19% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $432.0K | 0.20% | 00.0% | Unchanged |
| Elgethun Capital Management | 803 | $433.0K | 0.15% | +1+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 804 | $434.0K | 0.12% | +227+39.3% | Added |
| Arrow Financial Corp | 810 | $437.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 816 | $440.0K | 0.11% | +116+16.6% | Added |
| G&S Capital LLC | 818 | $441.0K | 0.24% | +818 | New |
| Legacy Bridge, LLC | 820 | $442.0K | 0.25% | −10−1.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 822 | $444.0K | 0.13% | +7+0.9% | Added |
| Resources Management Corp | 825 | $445.0K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 825 | $445.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 824 | $445.0K | 0.07% | +25+3.1% | Added |
| Ifrah Financial Services, Inc. | 827 | $446.0K | 0.13% | −3−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 830 | $447.0K | 0.04% | +30+3.8% | Added |
| Successful Portfolios LLC | 831 | $448.0K | 0.27% | −29−3.4% | Reduced |
| Hixon Zuercher, LLC | 830 | $448.0K | 0.26% | 00.0% | Unchanged |
| Ergoteles LLC | 834 | $450.0K | 0.02% | +834 | New |
| Comerica Securities,inc. | 836 | $451.0K | 0.03% | +28+3.5% | Added |