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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 4,721 | $2.55M | 0.02% | −1,002−17.5% | Reduced |
| Personal Capital Advisors Corp | 4,754 | $2.56M | 0.01% | +873+22.5% | Added |
| King Luther Capital Management Corp | 4,765 | $2.57M | 0.01% | +351+8.0% | Added |
| Dynamic Advisor Solutions LLC | 4,802 | $2.59M | 0.20% | +693+16.9% | Added |
| Coastline Trust Co | 4,837 | $2.61M | 0.32% | −202−4.0% | Reduced |
| Bank of Hawaii | 4,843 | $2.61M | 0.15% | +10+0.2% | Added |
| Zevenbergen Capital Investments LLC | 4,878 | $2.63M | 0.05% | +85+1.8% | Added |
| Ironwood Financial, llc | 4,898 | $2.64M | 0.77% | +400+8.9% | Added |
| PFG Advisors | 4,937 | $2.66M | 0.30% | −69−1.4% | Reduced |
| Bridgewater Associates, LP | 4,939 | $2.67M | 0.01% | +4,939 | New |
| Roberts Wealth Advisors, LLC | 4,941 | $2.67M | 1.06% | +4,941 | New |
| Minot Wealth Management LLC | 4,955 | $2.67M | 0.58% | +525+11.9% | Added |
| Alps Advisors Inc | 4,958 | $2.67M | 0.03% | −652−11.6% | Reduced |
| Private Trust Co NA | 4,989 | $2.69M | 0.39% | +3,015+152.7% | Added |
| Glynn Capital Management LLC | 5,000 | $2.70M | 0.24% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.70M | 0.78% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 5,063 | $2.73M | 1.80% | −6,001−54.2% | Reduced |
| First Nebraska Trust Co | 5,070 | $2.74M | 0.36% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,107 | $2.75M | 0.03% | +132+2.7% | Added |
| Old National Bancorp | 5,128 | $2.77M | 0.10% | −595−10.4% | Reduced |
| Gladstone Institutional Advisory LLC | 5,128 | $2.77M | 0.27% | +5,128 | New |
| Azzad Asset Management Inc | 5,131 | $2.77M | 0.41% | +121+2.4% | Added |
| Cetera Advisor Networks LLC | 5,153 | $2.78M | 0.04% | +952+22.7% | Added |
| Central Trust Co | 5,191 | $2.80M | 0.10% | −76−1.4% | Reduced |
| World Asset Management Inc | 5,212 | $2.81M | 0.28% | −505−8.8% | Reduced |
| Toroso Investments, LLC | 5,251 | $2.83M | 0.11% | +843+19.1% | Added |
| Freedom Day Solutions, LLC | 5,259 | $2.84M | 1.33% | −95−1.8% | Reduced |
| Outfitter Financial LLC | 5,260 | $2.84M | 2.23% | −110−2.0% | Reduced |
| Wedbush Securities Inc | 5,277 | $2.85M | 0.14% | +174+3.4% | Added |
| Cascadia Advisory Services, LLC | 5,281 | $2.85M | 0.58% | −788−13.0% | Reduced |
| Barings LLC | 5,293 | $2.86M | 0.07% | −113−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,304 | $2.86M | 0.19% | +255+5.1% | Added |
| Mirador Capital Partners LP | 5,362 | $2.89M | 0.66% | −1,346−20.1% | Reduced |
| Clean Yield Group | 5,365 | $2.89M | 1.02% | +110+2.1% | Added |
| Advisor Resource Council | 5,383 | $2.90M | 0.89% | −1,445−21.2% | Reduced |
| Premier Fund Managers Ltd | 5,314 | $2.91M | 0.09% | +800+17.7% | Added |
| Caxton Associates LP | 5,405 | $2.92M | 0.41% | +4,992+1,208.7% | Added |
| Ieq Capital, LLC | 5,410 | $2.92M | 0.08% | −400−6.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,430 | $2.93M | 0.23% | +1,530+39.2% | Added |
| MAI Capital Management | 5,441 | $2.94M | 0.06% | −104−1.9% | Reduced |
| Dakota Wealth Management | 5,480 | $2.96M | 0.34% | −6,363−53.7% | Reduced |
| Point72 Hong Kong Ltd | 5,484 | $2.96M | 0.23% | −4,516−45.2% | Reduced |
| E Fund Management Co., Ltd. | 5,486 | $2.96M | 0.12% | +5,486 | New |
| Fosun International Ltd | 5,446 | $2.98M | 0.15% | +175+3.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 5,539 | $3.01M | 0.38% | −352−6.0% | Reduced |
| Cim, LLC | 4,992 | $3.07M | 0.48% | −69−1.4% | Reduced |
| Nomura Holdings Inc | 5,714 | $3.11M | 0.02% | +1,413+32.9% | Added |
| TownSquare Capital, LLC | 5,766 | $3.11M | 0.09% | −391−6.4% | Reduced |
| Wambolt & Associates, LLC | 5,751 | $3.13M | 1.25% | +770+15.5% | Added |
| Douglass Winthrop Advisors, LLC | 5,814 | $3.14M | 0.08% | −90−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,830 | $3.15M | 0.72% | −2,980−33.8% | Reduced |
| Fairbanks Capital Management, Inc. | 5,932 | $3.20M | 2.61% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,962 | $3.22M | 0.10% | +29+0.5% | Added |
| S.A. Mason LLC | 6,004 | $3.24M | 2.13% | +145+2.5% | Added |
| Citizens Financial Group Inc | 6,004 | $3.24M | 0.12% | +2,285+61.4% | Added |
| Trexquant Investment LP | 6,060 | $3.27M | 0.26% | +3,586+144.9% | Added |
| Moloney Securities Asset Management, LLC | 6,097 | $3.29M | 0.60% | +6,097 | New |
| Private Capital Advisors, Inc. | 6,150 | $3.32M | 0.55% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,188 | $3.34M | 0.24% | −12,162−66.3% | Reduced |
| Assenagon Asset Management S.A. | 6,265 | $3.38M | 0.01% | +2,504+66.6% | Added |
| Hyman Charles D | 6,298 | $3.40M | 0.24% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 6,305 | $3.40M | 0.09% | +91+1.5% | Added |
| Donoghue Forlines LLC | 6,314 | $3.41M | 0.66% | +3,021+91.7% | Added |
| Verition Fund Management LLC | 6,329 | $3.42M | 0.05% | +6,329 | New |
| Evoke Wealth, LLC | 6,333 | $3.42M | 0.13% | −21−0.3% | Reduced |
| Cohen Investment Advisors LLC | 6,401 | $3.45M | 2.65% | −30−0.5% | Reduced |
| Conway Capital Management, Inc. | 6,403 | $3.45M | 2.34% | +315+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,428 | $3.47M | 0.07% | +1,629+33.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,500 | $3.51M | 1.48% | +1,000+18.2% | Added |
| Applied Research Investments, LLC | 6,509 | $3.51M | 1.17% | −268−4.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,540 | $3.53M | 0.66% | +6+0.1% | Added |
| Stratos Wealth Partners, LTD. | 6,569 | $3.54M | 0.09% | +849+14.8% | Added |
| Vestcor Inc | 6,577 | $3.55M | 0.13% | −567−7.9% | Reduced |
| Spectrum Management Group, LLC | 6,642 | $3.58M | 0.56% | +1,516+29.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,690 | $3.61M | 0.06% | +576+9.4% | Added |
| Sargent Bickham Lagudis LLC | 6,704 | $3.62M | 0.29% | −138−2.0% | Reduced |
| Veritable, L.P. | 6,751 | $3.64M | 0.06% | −10.0% | Reduced |
| Aptus Capital Advisors, LLC | 6,790 | $3.66M | 0.14% | +6,790 | New |
| Penobscot Investment Management Company, Inc. | 6,807 | $3.67M | 0.55% | +930+15.8% | Added |
| Capula Management Ltd | 6,844 | $3.69M | 0.28% | +5,481+402.1% | Added |
| Pensionfund Sabic | 6,875 | $3.71M | 0.78% | −800−10.4% | Reduced |
| Motley Fool Asset Management LLC | 6,877 | $3.71M | 0.24% | +245+3.7% | Added |
| Redpoint Investment Management Pty Ltd | 6,943 | $3.75M | 0.32% | −88−1.3% | Reduced |
| JustInvest LLC | 6,965 | $3.76M | 0.34% | +823+13.4% | Added |
| Canal Capital Management, LLC | 6,992 | $3.77M | 1.07% | +132+1.9% | Added |
| First Quadrant L P | 7,004 | $3.78M | 0.44% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,059 | $3.81M | 0.40% | −53−0.7% | Reduced |
| Weil Company, Inc. | 7,110 | $3.84M | 2.00% | −63−0.9% | Reduced |
| IBM Retirement Fund | 7,200 | $3.88M | 0.30% | +14+0.2% | Added |
| Kingfisher Capital LLC | 7,284 | $3.93M | 1.02% | +193+2.7% | Added |
| Illinois Municipal Retirement Fund | 7,313 | $3.94M | 0.15% | −13,088−64.2% | Reduced |
| Palisade Capital Management LLC | 7,326 | $3.95M | 0.09% | −983−11.8% | Reduced |
| Regentatlantic Capital LLC | 7,490 | $4.04M | 0.12% | +1,218+19.4% | Added |
| Telemus Capital, LLC | 7,504 | $4.05M | 0.34% | +154+2.1% | Added |
| Arabesque Asset Management Ltd | 7,513 | $4.05M | 1.36% | −496−6.2% | Reduced |
| Parallel Advisors, LLC | 7,594 | $4.10M | 0.17% | +2,544+50.4% | Added |
| Advent International Corp | 7,600 | $4.10M | 0.02% | −19,000−71.4% | Reduced |
| First Hawaiian Bank | 7,680 | $4.14M | 0.17% | −189−2.4% | Reduced |
| Stonnington Group, LLC | 7,835 | $4.16M | 0.93% | +1,830+30.5% | Added |
| BBVA USA | 7,726 | $4.17M | 0.24% | −1,206−13.5% | Reduced |