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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 1,207 | $651.0K | 0.07% | +1,207 | New |
| North Star Investment Management Corp. | 1,230 | $664.0K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 1,231 | $664.0K | 0.53% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 1,244 | $671.1K | 0.27% | +1,244 | New |
| TrinityPoint Wealth, LLC | 1,255 | $677.0K | 0.13% | −239−16.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,254 | $677.0K | 0.49% | −3−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,255 | $677.0K | 0.22% | +40+3.3% | Added |
| Cetera Advisors LLC | 1,257 | $678.0K | 0.01% | +258+25.8% | Added |
| Beaumont Financial Partners, LLC | 1,253 | $681.0K | 0.05% | −54−4.1% | Reduced |
| Choate Investment Advisors | 1,262 | $681.0K | 0.04% | +410+48.1% | Added |
| 180 Wealth Advisors, LLC | 1,235 | $682.0K | 0.15% | +59+5.0% | Added |
| HBK Sorce Advisory LLC | 1,265 | $682.0K | 0.04% | +30+2.4% | Added |
| Avantax Planning Partners, Inc. | 1,266 | $683.0K | 0.03% | +23+1.9% | Added |
| Act Wealth Management, LLC | 1,400 | $686.0K | 0.42% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,275 | $688.0K | 0.04% | −104−7.5% | Reduced |
| Orion Portfolio Solutions, LLC | 1,277 | $689.0K | 0.03% | +213+20.0% | Added |
| Almanack Investment Partners, LLC. | 1,279 | $690.0K | 0.06% | −132−9.4% | Reduced |
| Mutual Advisors, LLC | 1,282 | $692.0K | 0.04% | +7+0.5% | Added |
| XTX Topco Ltd | 1,282 | $692.0K | 0.23% | +1,282 | New |
| Reynders McVeigh Capital Management, LLC | 1,291 | $696.0K | 0.04% | +10+0.8% | Added |
| 1st Source Bank | 1,316 | $710.0K | 0.04% | −25−1.9% | Reduced |
| First National Trust Co | 1,319 | $712.0K | 0.04% | +24+1.9% | Added |
| Transform Wealth, LLC | 1,322 | $713.0K | 0.08% | −38−2.8% | Reduced |
| Harbor Group, Inc. | 1,329 | $717.0K | 0.46% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,343 | $725.0K | 0.01% | −28−2.0% | Reduced |
| Ballentine Partners, LLC | 1,348 | $727.0K | 0.02% | +12+0.9% | Added |
| Guardian Capital LP | 1,355 | $731.0K | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,368 | $738.0K | 0.02% | −315−18.7% | Reduced |
| Michael B. Yongue | 1,374 | $741.0K | 0.54% | −26−1.9% | Reduced |
| Credential Qtrade Securities Inc. | 1,376 | $742.4K | 0.06% | +442+47.3% | Added |
| Geneos Wealth Management Inc. | 1,369 | $744.0K | 0.03% | +91+7.1% | Added |
| Eastern Bank | 1,380 | $745.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,380 | $745.0K | 0.02% | +30+2.2% | Added |
| Roundview Capital LLC | 1,382 | $746.0K | 0.08% | −8−0.6% | Reduced |
| Snowden Capital Advisors LLC | 1,383 | $746.2K | 0.04% | −134−8.8% | Reduced |
| Catalyst Private Wealth, LLC | 1,388 | $749.0K | 0.32% | −262−15.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,401 | $756.0K | 0.08% | +10+0.7% | Added |
| Integrated Wealth Concepts LLC | 1,405 | $758.0K | 0.02% | +147+11.7% | Added |
| Parsec Financial Management, Inc. | 1,239 | $759.0K | 0.03% | +134+12.1% | Added |
| Camarda Financial Advisors, LLC | 1,409 | $760.0K | 0.51% | +1,409 | New |
| Gryphon Financial Partners LLC | 1,411 | $761.0K | 0.18% | −148−9.5% | Reduced |
| Van Hulzen Asset Management, LLC | 1,413 | $762.0K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,412 | $762.0K | 0.05% | +191+15.6% | Added |
| Claraphi Advisory Network, LLC | 1,424 | $768.0K | 0.27% | +1,424 | New |
| Asahi Life Asset Management Co., Ltd. | 1,440 | $777.0K | 0.11% | +1,040+260.0% | Added |
| Spinnaker Trust | 1,449 | $782.0K | 0.05% | −5−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,454 | $784.0K | 0.09% | −434−23.0% | Reduced |
| Pallas Capital Advisors LLC | 1,259 | $784.0K | 0.09% | −311−19.8% | Reduced |
| Haverford Trust Co | 1,454 | $784.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,455 | $785.0K | 0.08% | +77+5.6% | Added |
| KMG Fiduciary Partners, LLC | 1,457 | $786.0K | 0.13% | −3−0.2% | Reduced |
| Engine No. 1 LLC | 1,465 | $790.0K | 0.20% | +596+68.6% | Added |
| Smithfield Trust Co | 1,477 | $794.0K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,480 | $798.0K | 0.04% | +431+41.1% | Added |
| Davy Global Fund Management Ltd | 1,488 | $803.0K | 0.12% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,493 | $805.0K | 0.04% | +139+10.3% | Added |
| Proficio Capital Partners LLC | 1,494 | $806.0K | 0.11% | −147−9.0% | Reduced |
| Gilbert & Cook, Inc. | 1,495 | $807.0K | 0.14% | +56+3.9% | Added |
| PAX Financial Group, LLC | 1,500 | $809.0K | 0.20% | −201−11.8% | Reduced |
| Concentric Wealth Management, LLC | 1,500 | $809.0K | 0.25% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,507 | $813.0K | 0.29% | +1,507 | New |
| Valmark Advisers, Inc. | 1,511 | $815.0K | 0.01% | −38−2.5% | Reduced |
| Verdence Capital Advisors LLC | 1,510 | $815.0K | 0.11% | −4−0.3% | Reduced |
| RFG Advisory, LLC | 1,522 | $821.0K | 0.07% | −154−9.2% | Reduced |
| Quadrant Capital Group LLC | 1,524 | $822.0K | 0.11% | +57+3.9% | Added |
| Marathon Capital Management | 1,525 | $823.0K | 0.19% | +1,525 | New |
| Eqis Capital Management, Inc. | 1,532 | $826.0K | 0.06% | +52+3.5% | Added |
| Waldron Private Wealth LLC | 1,544 | $833.0K | 0.05% | +946+158.2% | Added |
| Oliver Luxxe Assets LLC | 1,550 | $836.0K | 0.23% | −50−3.1% | Reduced |
| Baldwin Brothers Inc | 1,558 | $841.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,563 | $843.0K | 0.03% | −19−1.2% | Reduced |
| Van Strum & Towne Inc. | 1,586 | $856.0K | 0.34% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,590 | $858.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,593 | $859.0K | 0.01% | +69+4.5% | Added |
| Ossiam | 1,596 | $861.0K | 0.02% | −17,800−91.8% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $863.0K | 0.09% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,599 | $863.0K | 0.17% | +1,113+229.0% | Added |
| Ropes Wealth Advisors LLC | 1,611 | $869.0K | 0.14% | −79−4.7% | Reduced |
| Amica Retiree Medical Trust | 1,614 | $871.0K | 0.79% | −713−30.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,623 | $876.0K | 0.18% | +287+21.5% | Added |
| Intersect Capital LLC | 1,631 | $880.0K | 0.15% | +219+15.5% | Added |
| GM Advisory Group, Inc. | 1,634 | $882.0K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,667 | $899.0K | 0.12% | +387+30.2% | Added |
| Parthenon LLC | 1,675 | $904.0K | 0.14% | −25−1.5% | Reduced |
| Kore Private Wealth LLC | 1,685 | $909.0K | 0.10% | +163+10.7% | Added |
| Integrated Investment Consultants, LLC | 1,688 | $911.0K | 0.27% | +69+4.3% | Added |
| Kingsview Wealth Management, LLC | 1,694 | $914.0K | 0.04% | −191−10.1% | Reduced |
| Liberty Wealth Management LLC | 1,705 | $920.0K | 0.33% | +1+0.1% | Added |
| Wealthspire Advisors, LLC | 1,707 | $921.0K | 0.02% | +780+84.1% | Added |
| ETF Managers Group, LLC | 1,701 | $930.0K | 0.02% | −5,337−75.8% | Reduced |
| Heron Financial Group, LLC | 1,724 | $930.0K | 0.52% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,725 | $931.0K | 0.26% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,735 | $936.0K | 0.65% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,906 | $937.0K | 0.10% | 00.0% | Unchanged |
| Lincoln National Corp | 1,737 | $938.0K | 0.02% | −66−3.7% | Reduced |
| Savant Capital, LLC | 1,747 | $943.0K | 0.03% | +210+13.7% | Added |
| Fort Pitt Capital Group, LLC | 1,754 | $946.0K | 0.04% | +252+16.8% | Added |
| Deseret Mutual Benefit Administrators | 1,759 | $949.0K | 0.17% | +1,324+304.4% | Added |
| Brown Advisory Securities, LLC | 1,764 | $951.0K | 0.28% | −4,828−73.2% | Reduced |
| Resources Investment Advisors, LLC. | 1,784 | $963.0K | 0.04% | +79+4.6% | Added |