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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 3,086 | $1.67M | 0.16% | +39+1.3% | Added |
| Evergreen Capital Management LLC | 3,094 | $1.67M | 0.08% | +1,035+50.3% | Added |
| Laurion Capital Management LP | 3,103 | $1.67M | 0.02% | +1,503+93.9% | Added |
| Clarius Group, LLC | 3,110 | $1.68M | 0.15% | +101+3.4% | Added |
| AlphaCrest Capital Management LLC | 3,112 | $1.68M | 0.09% | −118−3.7% | Reduced |
| Boit C F David | 3,100 | $1.69M | 1.16% | +500+19.2% | Added |
| Vista Wealth Management Group, LLC | 3,137 | $1.69M | 0.31% | −1,442−31.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,160 | $1.71M | 0.10% | +182+6.1% | Added |
| Thoroughbred Financial Services, LLC | 3,164 | $1.71M | 0.42% | +24+0.8% | Added |
| Centiva Capital, LP | 3,164 | $1.71M | 0.14% | +519+19.6% | Added |
| Fairfield, Bush & Co. | 3,165 | $1.71M | 0.55% | −154−4.6% | Reduced |
| REDW Wealth LLC | 3,168 | $1.71M | 0.54% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,199 | $1.73M | 0.43% | +49+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,210 | $1.73M | 0.05% | +2,379+286.3% | Added |
| Dohj, LLC | 2,829 | $1.77M | 0.84% | −140−4.7% | Reduced |
| Harfst & Associates, Inc. | 3,301 | $1.78M | 0.49% | +65+2.0% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.78M | 0.45% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,310 | $1.79M | 0.22% | −114−3.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,312 | $1.79M | 0.26% | +390+13.3% | Added |
| Focus Financial Network, Inc. | 3,324 | $1.79M | 0.24% | −17−0.5% | Reduced |
| Empirical Finance, LLC | 3,333 | $1.80M | 0.27% | +202+6.5% | Added |
| Krilogy Financial LLC | 3,345 | $1.80M | 0.18% | −154−4.4% | Reduced |
| Diversified Trust Co | 3,383 | $1.82M | 0.07% | −179−5.0% | Reduced |
| Prospera Financial Services Inc | 3,396 | $1.83M | 0.09% | +2,790+460.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,404 | $1.84M | 0.33% | +3,404 | New |
| First Bank & Trust | 3,423 | $1.85M | 0.84% | +30+0.9% | Added |
| Roberts Glore & Co Inc | 3,467 | $1.87M | 0.57% | −60−1.7% | Reduced |
| Duncker Streett & Co Inc | 3,492 | $1.88M | 0.36% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,501 | $1.89M | 0.05% | +1,599+84.1% | Added |
| DuPont Capital Management Corp | 3,530 | $1.90M | 0.06% | −1,449−29.1% | Reduced |
| Signaturefd, LLC | 3,551 | $1.92M | 0.07% | +297+9.1% | Added |
| Stephens Inc | 3,559 | $1.92M | 0.03% | −162−4.4% | Reduced |
| Albion Financial Group | 3,561 | $1.92M | 0.17% | +69+2.0% | Added |
| Jag Capital Management, LLC | 3,575 | $1.93M | 0.15% | +695+24.1% | Added |
| Qtron Investments LLC | 3,584 | $1.93M | 0.52% | +232+6.9% | Added |
| Systematic Alpha Investments, LLC | 3,091 | $1.94M | 0.08% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.94M | 0.23% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,622 | $1.95M | 0.05% | −36−1.0% | Reduced |
| Fort, L.P. | 3,639 | $1.96M | 0.65% | −734−16.8% | Reduced |
| Change Path, LLC | 3,629 | $1.96M | 0.12% | +255+7.6% | Added |
| Horizon Investments, LLC | 3,652 | $1.97M | 0.06% | +2,023+124.2% | Added |
| Jacobi Capital Management LLC | 3,663 | $1.98M | 0.25% | −49−1.3% | Reduced |
| WT Wealth Management | 3,666 | $1.98M | 0.76% | −54−1.5% | Reduced |
| USA Financial Portformulas Corp | 3,714 | $2.00M | 1.79% | +1,289+53.2% | Added |
| JB Capital LLC | 3,721 | $2.01M | 0.26% | +3,721 | New |
| Park Avenue Securities LLC | 3,736 | $2.02M | 0.04% | −45−1.2% | Reduced |
| Eads & Heald Wealth Management | 3,748 | $2.02M | 0.98% | −252−6.3% | Reduced |
| Brown Brothers Harriman & Co | 3,793 | $2.05M | 0.01% | +148+4.1% | Added |
| AdvisorShares Investments LLC | 3,792 | $2.05M | 0.32% | +3,792 | New |
| Jacobson & Schmitt Advisors, LLC | 3,811 | $2.06M | 0.57% | −81−2.1% | Reduced |
| MV Capital Management, Inc. | 3,814 | $2.06M | 0.34% | +194+5.4% | Added |
| Kempen Capital Management N.V. | 3,820 | $2.06M | 0.07% | +13+0.3% | Added |
| CAPROCK Group, Inc. | 3,827 | $2.06M | 0.18% | +441+13.0% | Added |
| Brasada Capital Management, LP | 3,846 | $2.08M | 0.41% | +48+1.3% | Added |
| Ninety One SA (PTY) Ltd | 3,858 | $2.09M | 0.81% | −1,613−29.5% | Reduced |
| Pensionfund DSM Netherlands | 3,875 | $2.09M | 0.27% | −6,850−63.9% | Reduced |
| Inlet Private Wealth, LLC | 3,886 | $2.10M | 0.56% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 3,892 | $2.10M | 0.01% | −106,853−96.5% | Reduced |
| First Midwest Bank Trust Division | 3,900 | $2.10M | 0.30% | +60+1.6% | Added |
| Meiji Yasuda Life Insurance Co | 3,918 | $2.11M | 0.04% | −1,054−21.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,932 | $2.12M | 0.04% | +3,932 | New |
| Vident Investment Advisory, LLC | 3,948 | $2.13M | 0.06% | +1,513+62.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.16M | 0.59% | 00.0% | Unchanged |
| Sciencast Management LP | 4,019 | $2.16M | 0.61% | +4,019 | New |
| Pegasus Partners Ltd. | 4,031 | $2.17M | 0.39% | −942−18.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,037 | $2.18M | 0.06% | −1,109−21.6% | Reduced |
| Boston Financial Mangement LLC | 4,046 | $2.18M | 0.09% | −96−2.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,062 | $2.19M | 0.04% | −94−2.3% | Reduced |
| Scotia Capital Inc. | 4,115 | $2.22M | 0.02% | +3,266+384.7% | Added |
| Chesley Taft & Associates LLC | 4,125 | $2.23M | 0.13% | −25−0.6% | Reduced |
| Fiduciary Trust Co | 4,132 | $2.23M | 0.04% | −65−1.5% | Reduced |
| American Portfolios Advisors | 4,134 | $2.23M | 0.08% | −156−3.6% | Reduced |
| Financial Advocates Investment Management | 4,145 | $2.24M | 0.16% | +2,445+143.8% | Added |
| Budros, Ruhlin & Roe, Inc. | 4,170 | $2.25M | 0.26% | −443−9.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,720 | $2.26M | 0.16% | +37+1.0% | Added |
| Veriti Management LLC | 4,247 | $2.29M | 0.33% | +466+12.3% | Added |
| Unigestion Holding SA | 4,288 | $2.31M | 0.09% | −522−10.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,290 | $2.31M | 0.24% | −3,598−45.6% | Reduced |
| Avalon Investment & Advisory | 4,309 | $2.33M | 0.05% | +56+1.3% | Added |
| Silicon Valley Capital Partners | 4,314 | $2.33M | 0.44% | +5+0.1% | Added |
| NEXT Financial Group, Inc | 4,312 | $2.33M | 0.18% | +2,932+212.5% | Added |
| Cohen Capital Management, Inc. | 4,340 | $2.34M | 0.41% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 4,347 | $2.35M | 0.20% | 00.0% | Unchanged |
| First Foundation Advisors | 4,348 | $2.35M | 0.09% | +971+28.8% | Added |
| Wealthsource Partners, LLC | 4,355 | $2.35M | 0.21% | −90−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 4,370 | $2.36M | 0.05% | +4,370 | New |
| Novare Capital Management LLC | 4,375 | $2.36M | 0.26% | −84−1.9% | Reduced |
| Sanders Morris Harris LLC | 4,396 | $2.37M | 0.43% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 4,400 | $2.37M | 0.53% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,400 | $2.37M | 0.13% | +3,642+480.5% | Added |
| Scott & Selber, Inc. | 4,453 | $2.40M | 0.97% | −138−3.0% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,467 | $2.41M | 0.49% | +4,467 | New |
| Herold Advisors, Inc. | 4,470 | $2.41M | 0.94% | +4,470 | New |
| Welch & Forbes LLC | 4,513 | $2.44M | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,515 | $2.44M | 0.03% | +464+11.5% | Added |
| Advisor OS, LLC | 4,554 | $2.46M | 0.53% | −201−4.2% | Reduced |
| Algert Global LLC | 4,580 | $2.47M | 0.33% | −118−2.5% | Reduced |
| Bradley Foster & Sargent Inc | 4,585 | $2.47M | 0.06% | −272−5.6% | Reduced |
| Syntal Capital Partners, LLC | 4,629 | $2.50M | 0.86% | +1,009+27.9% | Added |
| Varma Mutual Pension Insurance Co | 4,713 | $2.54M | 0.04% | 00.0% | Unchanged |