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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 1,797 | $970.0K | 0.59% | −469−20.7% | Reduced |
| Pettee Investors, Inc. | 1,800 | $971.0K | 0.45% | −500−21.7% | Reduced |
| Lumature Wealth Partners, LLC | 1,799 | $971.0K | 0.40% | +53+3.0% | Added |
| WBH Advisory Inc | 1,815 | $979.0K | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,830 | $987.0K | 0.20% | −25−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,827 | $988.0K | 0.04% | −142−7.2% | Reduced |
| Optas, LLC | 1,831 | $988.0K | 0.29% | −14−0.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,834 | $989.0K | 0.30% | −906−33.1% | Reduced |
| Psagot Investment House Ltd. | 1,844 | $995.0K | 0.17% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,844 | $995.0K | 0.17% | +1,844 | New |
| Stratos Wealth Advisors, LLC | 1,852 | $999.0K | 0.09% | +1,852 | New |
| Connolly Sarah T. | 1,870 | $1.01M | 0.83% | −60−3.1% | Reduced |
| Sargent Investment Group, LLC | 1,880 | $1.01M | 0.25% | 00.0% | Unchanged |
| Caxton Corp | 1,884 | $1.02M | 0.82% | −1−0.1% | Reduced |
| Anchor Investment Management, LLC | 1,901 | $1.03M | 0.14% | −32−1.7% | Reduced |
| McRae Capital Management Inc | 1,906 | $1.03M | 0.23% | +1+0.1% | Added |
| Nicholas Investment Partners, LP | 1,905 | $1.03M | 0.08% | +207+12.2% | Added |
| Clearstead Advisors, LLC | 1,913 | $1.03M | 0.08% | +86+4.7% | Added |
| Red Spruce Capital, LLC | 1,935 | $1.04M | 0.61% | +7+0.4% | Added |
| United Bank | 1,939 | $1.05M | 0.14% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,940 | $1.05M | 0.03% | −14−0.7% | Reduced |
| AIA Group Ltd | 1,959 | $1.06M | 0.06% | +302+18.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,962 | $1.06M | 0.05% | +619+46.1% | Added |
| Bridges Investment Management Inc | 1,975 | $1.07M | 0.03% | +188+10.5% | Added |
| BSW Wealth Partners | 1,995 | $1.08M | 0.30% | −172−7.9% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 2,000 | $1.08M | 1.04% | +2,000 | New |
| Boston Family Office LLC | 2,004 | $1.08M | 0.08% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,007 | $1.08M | 0.49% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $1.08M | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,010 | $1.08M | 0.14% | −175−8.0% | Reduced |
| Barr E S & Co | 2,018 | $1.09M | 0.08% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,020 | $1.09M | 0.31% | −63−3.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,025 | $1.09M | 0.25% | +1,252+162.0% | Added |
| Spire Wealth Management | 2,032 | $1.10M | 0.03% | +76+3.9% | Added |
| Wade G W & Inc | 2,035 | $1.10M | 0.05% | −499−19.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,040 | $1.10M | 0.01% | +2,040 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,060 | $1.11M | 0.36% | +85+4.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,071 | $1.12M | 0.25% | +32+1.6% | Added |
| Archford Capital Strategies, LLC | 2,076 | $1.12M | 0.26% | +59+2.9% | Added |
| DCM Advisors, LLC | 2,082 | $1.12M | 0.43% | +1,182+131.3% | Added |
| Crestwood Advisors Group LLC | 2,090 | $1.13M | 0.03% | −9−0.4% | Reduced |
| Sunbelt Securities, Inc. | 2,260 | $1.13M | 0.20% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,102 | $1.13M | 0.01% | +5+0.2% | Added |
| HighPoint Advisor Group LLC | 2,105 | $1.14M | 0.11% | −193−8.4% | Reduced |
| Altium Wealth Management LLC | 2,113 | $1.14M | 0.08% | +105+5.2% | Added |
| University of Notre Dame du Lac | 2,116 | $1.14M | 3.61% | +2,116 | New |
| Veracity Capital LLC | 2,120 | $1.14M | 0.50% | +40+1.9% | Added |
| Argent Trust Co | 2,144 | $1.16M | 0.07% | +13+0.6% | Added |
| TrimTabs Asset Management, LLC | 2,013 | $1.16M | 0.56% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,171 | $1.16M | 0.29% | −84−3.7% | Reduced |
| Garner Asset Management Corp | 2,158 | $1.16M | 0.55% | +10.0% | Added |
| FSA Wealth Management LLC | 2,166 | $1.17M | 0.73% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,137 | $1.17M | 0.14% | −4−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,215 | $1.20M | 0.15% | +38+1.7% | Added |
| Strategy Asset Managers LLC | 2,232 | $1.20M | 0.27% | +34+1.5% | Added |
| United Asset Strategies, Inc. | 2,298 | $1.24M | 0.16% | +2,298 | New |
| WESPAC Advisors, LLC | 2,307 | $1.25M | 0.77% | +2,307 | New |
| Venturi Wealth Management, LLC | 2,333 | $1.26M | 0.11% | −913−28.1% | Reduced |
| SRN Advisors, LLC | 2,347 | $1.27M | 0.59% | −1,400−37.4% | Reduced |
| Accretive Wealth Partners, LLC | 2,351 | $1.27M | 0.89% | +37+1.6% | Added |
| Sofos Investments, Inc. | 1,376 | $1.29M | 0.94% | −1,629−54.2% | Reduced |
| Abner Herrman & Brock LLC | 2,412 | $1.30M | 0.18% | +1,486+160.5% | Added |
| Cadence Bank NA | 2,417 | $1.30M | 0.39% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,421 | $1.31M | 0.49% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,476 | $1.32M | 0.09% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,452 | $1.32M | 1.51% | +2,452 | New |
| Peak Asset Management, LLC | 2,464 | $1.33M | 0.33% | −307−11.1% | Reduced |
| Fulcrum Equity Management | 2,478 | $1.34M | 0.52% | +2,478 | New |
| Beacon Financial Advisory LLC | 2,481 | $1.34M | 0.70% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,523 | $1.36M | 0.40% | −369−12.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,553 | $1.38M | 0.12% | +275+12.1% | Added |
| Pathstone Family Office, LLC | 2,566 | $1.38M | 0.04% | +10+0.4% | Added |
| Segall Bryant & Hamill, LLC | 2,582 | $1.39M | 0.01% | −205−7.4% | Reduced |
| Hilltop Holdings Inc. | 2,598 | $1.40M | 0.15% | +728+38.9% | Added |
| Trust Asset Management LLC | 2,613 | $1.41M | 0.19% | +177+7.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,626 | $1.42M | 0.01% | +635+31.9% | Added |
| Seeyond | 2,666 | $1.44M | 0.14% | −1,064−28.5% | Reduced |
| Old Port Advisors | 2,714 | $1.45M | 0.53% | −31−1.1% | Reduced |
| Abacus Planning Group, Inc. | 2,706 | $1.46M | 0.46% | +8+0.3% | Added |
| Gyon Technologies Capital Management, LP | 2,734 | $1.48M | 0.40% | +2,121+346.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,739 | $1.48M | 0.02% | +225+8.9% | Added |
| Fluent Financial, LLC | 2,759 | $1.49M | 0.64% | −260−8.6% | Reduced |
| Knowledge Leaders Capital, LLC | 2,772 | $1.50M | 1.21% | +33+1.2% | Added |
| Cavalier Investments, LLC | 2,800 | $1.51M | 0.48% | −989−26.1% | Reduced |
| Weatherly Asset Management L. P. | 2,820 | $1.52M | 0.19% | −15−0.5% | Reduced |
| Scharf Investments, LLC | 2,843 | $1.53M | 0.05% | +487+20.7% | Added |
| Kestra Private Wealth Services, LLC | 2,849 | $1.54M | 0.09% | +535+23.1% | Added |
| NVWM, LLC | 2,870 | $1.55M | 0.56% | +28+1.0% | Added |
| Compagnie Lombard Odier SCmA | 2,880 | $1.55M | 0.03% | +180+6.7% | Added |
| Nicolet Bankshares Inc | 2,887 | $1.56M | 0.40% | −117−3.9% | Reduced |
| Cannell Peter B & Co Inc | 2,892 | $1.56M | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,896 | $1.56M | 0.09% | +228+8.5% | Added |
| Loomis Sayles & Co L P | 2,939 | $1.59M | 0.00% | −130−4.2% | Reduced |
| Waycross Partners, LLC | 2,950 | $1.59M | 1.00% | +500+20.4% | Added |
| Cetera Investment Advisers | 2,980 | $1.61M | 0.03% | +379+14.6% | Added |
| Mission Wealth Management, LP | 2,983 | $1.61M | 0.08% | +1,848+162.8% | Added |
| Elevated Capital Advisors, LLC | 2,986 | $1.61M | 0.56% | +2,986 | New |
| Heartland Bank & Trust Co | 3,022 | $1.63M | 1.40% | +982+48.1% | Added |
| Johnson Investment Counsel Inc | 3,029 | $1.63M | 0.02% | +30+1.0% | Added |
| Capital Investment Advisors, LLC | 3,078 | $1.66M | 0.06% | −276−8.2% | Reduced |