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 |
|---|---|---|---|---|---|
| State of Wyoming | 836 | $451.0K | 0.29% | +347+71.0% | Added |
| Quantbot Technologies LP | 841 | $453.0K | 0.03% | +841 | New |
| Crestone Asset Management LLC | 846 | $456.0K | 0.10% | −469−35.7% | Reduced |
| Boenning & Scattergood, Inc. | 846 | $456.0K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 855 | $461.0K | 0.02% | +259+43.5% | Added |
| Diversified Investment Strategies, LLC | 860 | $464.0K | 0.34% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 867 | $468.0K | 0.10% | +206+31.2% | Added |
| Capital Investment Counsel, Inc | 875 | $472.0K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 875 | $472.0K | 0.01% | +100+12.9% | Added |
| Winthrop Advisory Group LLC | 877 | $473.0K | 0.11% | −5−0.6% | Reduced |
| West Family Investments, Inc. | 885 | $477.0K | 0.13% | +183+26.1% | Added |
| Alpha Omega Wealth Management LLC | 888 | $479.0K | 0.08% | −187−17.4% | Reduced |
| Bragg Financial Advisors, Inc | 890 | $480.0K | 0.03% | +6+0.7% | Added |
| Berman Capital Advisors, LLC | 889 | $480.0K | 0.08% | +89+11.1% | Added |
| Pacific Global Investment Management CO | 894 | $482.0K | 0.10% | +1+0.1% | Added |
| DSC Advisors, L.P. | 896 | $483.0K | 0.64% | +99+12.4% | Added |
| Fundamentun, LLC | 897 | $484.0K | 0.08% | +897 | New |
| KCM Investment Advisors LLC | 899 | $485.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 900 | $485.0K | 0.10% | +1+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $486.0K | 0.16% | 00.0% | Unchanged |
| Bellevue Group AG | 900 | $486.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 909 | $490.0K | 0.00% | +483+113.4% | Added |
| Homrich & Berg | 912 | $492.0K | 0.01% | +40+4.6% | Added |
| West Coast Financial LLC | 917 | $495.0K | 0.08% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 922 | $497.0K | 0.14% | −18−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 925 | $499.0K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 925 | $499.0K | 0.18% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 928 | $501.0K | 0.00% | −1,865−66.8% | Reduced |
| Quest Capital Management Inc | 929 | $501.0K | 0.10% | −18−1.9% | Reduced |
| Okabena Investment Services Inc | 933 | $503.0K | 0.26% | 00.0% | Unchanged |
| Jump Financial, LLC | 933 | $503.0K | 0.04% | +310+49.8% | Added |
| MONECO Advisors, LLC | 938 | $506.0K | 0.20% | +213+29.4% | Added |
| FineMark National Bank & Trust | 939 | $507.0K | 0.02% | −12−1.3% | Reduced |
| Hancock Whitney Corp | 943 | $509.0K | 0.02% | −2,130−69.3% | Reduced |
| Keel Point, LLC | 946 | $510.0K | 0.07% | +11+1.2% | Added |
| Leonteq Securities AG | 951 | $513.1K | 0.03% | −1−0.1% | Reduced |
| Wealth Alliance | 956 | $516.0K | 0.12% | +34+3.7% | Added |
| Oakworth Capital, Inc. | 960 | $518.0K | 0.05% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 968 | $519.0K | 0.04% | −14−1.4% | Reduced |
| Chesapeake Wealth Management | 967 | $522.0K | 0.19% | −158−14.0% | Reduced |
| Intrust Bank NA | 967 | $522.0K | 0.07% | −5−0.5% | Reduced |
| Evercore Wealth Management, LLC | 968 | $522.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 967 | $522.0K | 0.03% | +74+8.3% | Added |
| TCI Wealth Advisors, Inc. | 969 | $523.0K | 0.08% | −354−26.8% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $523.0K | 0.15% | −107−9.9% | Reduced |
| Aj Wealth Strategies, LLC | 984 | $531.0K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 992 | $535.0K | 0.11% | −79−7.4% | Reduced |
| Alta Wealth Advisors LLC | 991 | $535.0K | 0.39% | −37−3.6% | Reduced |
| Samalin Investment Counsel, LLC | 998 | $538.0K | 0.35% | +2+0.2% | Added |
| Level Four Advisory Services, LLC | 998 | $538.0K | 0.06% | +33+3.4% | Added |
| Caldwell Trust Co | 999 | $539.0K | 0.07% | −19−1.9% | Reduced |
| RBF Capital, LLC | 1,000 | $540.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,000 | $540.0K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,000 | $540.0K | 0.45% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $540.0K | 0.37% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $540.0K | 0.41% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,005 | $542.0K | 0.07% | +5+0.5% | Added |
| Penserra Capital Management LLC | 1,021 | $550.0K | 0.01% | +95+10.3% | Added |
| K.J. Harrison & Partners Inc | 1,020 | $553.0K | 0.08% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,030 | $556.0K | 0.16% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,032 | $557.0K | 0.08% | −18−1.7% | Reduced |
| Lido Advisors, LLC | 1,035 | $558.0K | 0.01% | +19+1.9% | Added |
| Crescent Grove Advisors, LLC | 1,056 | $570.0K | 0.06% | +1,056 | New |
| RHS Financial, LLC | 1,058 | $571.0K | 0.42% | −66−5.9% | Reduced |
| Tiemann Investment Advisors, LLC | 1,066 | $575.0K | 0.27% | −75−6.6% | Reduced |
| South State Corp. | 1,066 | $575.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,072 | $578.0K | 0.13% | −257−19.3% | Reduced |
| Mather Group, LLC. | 1,081 | $583.0K | 0.01% | −80−6.9% | Reduced |
| Alphasimplex Group, LLC | 1,083 | $584.0K | 0.48% | +1,083 | New |
| Atalanta Sosnoff Capital, LLC | 1,085 | $585.0K | 0.01% | −5−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 1,084 | $585.0K | 0.09% | +36+3.4% | Added |
| Truvestments Capital LLC | 1,089 | $587.0K | 0.32% | +17+1.6% | Added |
| Burke & Herbert Bank & Trust Co | 1,090 | $588.0K | 0.38% | −15−1.4% | Reduced |
| Woodstock Corp | 1,095 | $591.0K | 0.07% | −65−5.6% | Reduced |
| Clear Perspective Advisors, LLC | 1,098 | $592.0K | 0.20% | −65−5.6% | Reduced |
| Perigon Wealth Management, LLC | 1,099 | $593.0K | 0.05% | +24+2.2% | Added |
| Crawford Investment Counsel Inc | 1,102 | $595.0K | 0.01% | +30+2.8% | Added |
| Western Financial Corporation | 1,104 | $596.0K | 0.35% | −62−5.3% | Reduced |
| Inverness Counsel LLC | 1,110 | $599.0K | 0.02% | +553+99.3% | Added |
| Sawtooth Solutions, LLC | 1,113 | $601.0K | 0.09% | +147+15.2% | Added |
| DRW Securities, LLC | 1,115 | $602.0K | 0.18% | −50−4.3% | Reduced |
| Whalerock Point Partners, LLC | 1,115 | $602.0K | 0.23% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,119 | $604.0K | 0.02% | +220+24.5% | Added |
| Column Capital Advisors, LLC | 1,121 | $605.0K | 0.13% | −28−2.4% | Reduced |
| Vigilant Capital Management, LLC | 1,133 | $611.0K | 0.05% | +58+5.4% | Added |
| Institute for Wealth Management, LLC. | 1,136 | $613.0K | 0.11% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,149 | $620.0K | 0.32% | −15−1.3% | Reduced |
| Wealth Management Associates, Inc. | 1,150 | $620.4K | 0.36% | 00.0% | Unchanged |
| CNB Bank | 1,149 | $621.0K | 0.37% | +37+3.3% | Added |
| Spears Abacus Advisors LLC | 1,159 | $625.0K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,161 | $626.0K | 1.35% | +1,161 | New |
| Trellis Advisors, LLC | 1,167 | $629.0K | 0.32% | −20−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 1,181 | $637.0K | 0.03% | +264+28.8% | Added |
| Chicago Trust Co NA | 1,186 | $640.0K | 0.14% | +183+18.2% | Added |
| Burney Co | 1,189 | $641.0K | 0.03% | −33−2.7% | Reduced |
| Modera Wealth Management, LLC | 1,189 | $641.0K | 0.03% | +2+0.2% | Added |
| Polar Asset Management Partners Inc. | 1,196 | $645.0K | 0.01% | +1,196 | New |
| MD Financial Management Inc. | 1,198 | $646.0K | 0.02% | +111+10.2% | Added |
| Bahl & Gaynor Inc | 1,200 | $647.0K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,207 | $651.0K | 0.05% | 00.0% | Unchanged |