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 |
|---|---|---|---|---|---|
| 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 |
| Spinnaker Trust | 1,449 | $782.0K | 0.05% | −5−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,440 | $777.0K | 0.11% | +1,040+260.0% | Added |
| Claraphi Advisory Network, LLC | 1,424 | $768.0K | 0.27% | +1,424 | New |
| 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 |
| Gryphon Financial Partners LLC | 1,411 | $761.0K | 0.18% | −148−9.5% | Reduced |
| Camarda Financial Advisors, LLC | 1,409 | $760.0K | 0.51% | +1,409 | New |
| Parsec Financial Management, Inc. | 1,239 | $759.0K | 0.03% | +134+12.1% | Added |
| Integrated Wealth Concepts LLC | 1,405 | $758.0K | 0.02% | +147+11.7% | Added |
| JFS Wealth Advisors, LLC | 1,401 | $756.0K | 0.08% | +10+0.7% | Added |
| Catalyst Private Wealth, LLC | 1,388 | $749.0K | 0.32% | −262−15.9% | Reduced |
| Snowden Capital Advisors LLC | 1,383 | $746.2K | 0.04% | −134−8.8% | Reduced |
| Roundview Capital LLC | 1,382 | $746.0K | 0.08% | −8−0.6% | Reduced |
| Eastern Bank | 1,380 | $745.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,380 | $745.0K | 0.02% | +30+2.2% | Added |
| Geneos Wealth Management Inc. | 1,369 | $744.0K | 0.03% | +91+7.1% | Added |
| Credential Qtrade Securities Inc. | 1,376 | $742.4K | 0.06% | +442+47.3% | Added |
| Michael B. Yongue | 1,374 | $741.0K | 0.54% | −26−1.9% | Reduced |
| AMG National Trust Bank | 1,368 | $738.0K | 0.02% | −315−18.7% | Reduced |
| Guardian Capital LP | 1,355 | $731.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,348 | $727.0K | 0.02% | +12+0.9% | Added |
| Gateway Investment Advisers LLC | 1,343 | $725.0K | 0.01% | −28−2.0% | Reduced |
| Harbor Group, Inc. | 1,329 | $717.0K | 0.46% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,322 | $713.0K | 0.08% | −38−2.8% | Reduced |
| First National Trust Co | 1,319 | $712.0K | 0.04% | +24+1.9% | Added |
| 1st Source Bank | 1,316 | $710.0K | 0.04% | −25−1.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,291 | $696.0K | 0.04% | +10+0.8% | Added |
| 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 |
| Almanack Investment Partners, LLC. | 1,279 | $690.0K | 0.06% | −132−9.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,277 | $689.0K | 0.03% | +213+20.0% | Added |
| Sand Hill Global Advisors, LLC | 1,275 | $688.0K | 0.04% | −104−7.5% | Reduced |
| Act Wealth Management, LLC | 1,400 | $686.0K | 0.42% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,266 | $683.0K | 0.03% | +23+1.9% | 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 |
| 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 |
| Cetera Advisors LLC | 1,257 | $678.0K | 0.01% | +258+25.8% | Added |
| 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 |
| Silphium Asset Management Ltd | 1,244 | $671.1K | 0.27% | +1,244 | 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 |
| Neville Rodie & Shaw Inc | 1,207 | $651.0K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,207 | $651.0K | 0.07% | +1,207 | New |
| Bahl & Gaynor Inc | 1,200 | $647.0K | 0.00% | 00.0% | Unchanged |
| MD Financial Management Inc. | 1,198 | $646.0K | 0.02% | +111+10.2% | Added |
| Polar Asset Management Partners Inc. | 1,196 | $645.0K | 0.01% | +1,196 | New |
| 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 |
| Chicago Trust Co NA | 1,186 | $640.0K | 0.14% | +183+18.2% | Added |
| Freestone Capital Holdings, LLC | 1,181 | $637.0K | 0.03% | +264+28.8% | Added |
| Trellis Advisors, LLC | 1,167 | $629.0K | 0.32% | −20−1.7% | Reduced |
| Machina Capital S.A.S. | 1,161 | $626.0K | 1.35% | +1,161 | New |
| Spears Abacus Advisors LLC | 1,159 | $625.0K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 1,149 | $621.0K | 0.37% | +37+3.3% | Added |
| Wealth Management Associates, Inc. | 1,150 | $620.4K | 0.36% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,149 | $620.0K | 0.32% | −15−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,136 | $613.0K | 0.11% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,133 | $611.0K | 0.05% | +58+5.4% | Added |
| Column Capital Advisors, LLC | 1,121 | $605.0K | 0.13% | −28−2.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,119 | $604.0K | 0.02% | +220+24.5% | 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 |
| Sawtooth Solutions, LLC | 1,113 | $601.0K | 0.09% | +147+15.2% | Added |
| Inverness Counsel LLC | 1,110 | $599.0K | 0.02% | +553+99.3% | Added |
| Western Financial Corporation | 1,104 | $596.0K | 0.35% | −62−5.3% | Reduced |
| Crawford Investment Counsel Inc | 1,102 | $595.0K | 0.01% | +30+2.8% | Added |
| Perigon Wealth Management, LLC | 1,099 | $593.0K | 0.05% | +24+2.2% | Added |
| Clear Perspective Advisors, LLC | 1,098 | $592.0K | 0.20% | −65−5.6% | Reduced |
| Woodstock Corp | 1,095 | $591.0K | 0.07% | −65−5.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,090 | $588.0K | 0.38% | −15−1.4% | Reduced |
| Truvestments Capital LLC | 1,089 | $587.0K | 0.32% | +17+1.6% | Added |
| 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 |
| Alphasimplex Group, LLC | 1,083 | $584.0K | 0.48% | +1,083 | New |
| Mather Group, LLC. | 1,081 | $583.0K | 0.01% | −80−6.9% | Reduced |
| Calton & Associates, Inc. | 1,072 | $578.0K | 0.13% | −257−19.3% | 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 |
| RHS Financial, LLC | 1,058 | $571.0K | 0.42% | −66−5.9% | Reduced |
| Crescent Grove Advisors, LLC | 1,056 | $570.0K | 0.06% | +1,056 | New |
| Lido Advisors, LLC | 1,035 | $558.0K | 0.01% | +19+1.9% | Added |
| Traynor Capital Management, Inc. | 1,032 | $557.0K | 0.08% | −18−1.7% | Reduced |
| RMR Wealth Builders | 1,030 | $556.0K | 0.16% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,020 | $553.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,021 | $550.0K | 0.01% | +95+10.3% | Added |
| SeaCrest Wealth Management, LLC | 1,005 | $542.0K | 0.07% | +5+0.5% | Added |
| 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 |
| Caldwell Trust Co | 999 | $539.0K | 0.07% | −19−1.9% | Reduced |
| Samalin Investment Counsel, LLC | 998 | $538.0K | 0.35% | +2+0.2% | Added |