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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 998 | $538.0K | 0.06% | +33+3.4% | Added |
| Bremer Bank National Association | 992 | $535.0K | 0.11% | −79−7.4% | Reduced |
| Alta Wealth Advisors LLC | 991 | $535.0K | 0.39% | −37−3.6% | Reduced |
| Aj Wealth Strategies, LLC | 984 | $531.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 969 | $523.0K | 0.08% | −354−26.8% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $523.0K | 0.15% | −107−9.9% | Reduced |
| Chesapeake Wealth Management | 967 | $522.0K | 0.19% | −158−14.0% | Reduced |
| Intrust Bank NA | 967 | $522.0K | 0.07% | −5−0.5% | Reduced |
| Evercore Wealth Management, LLC | 968 | $522.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 967 | $522.0K | 0.03% | +74+8.3% | Added |
| Value Partners Investments Inc. | 968 | $519.0K | 0.04% | −14−1.4% | Reduced |
| Oakworth Capital, Inc. | 960 | $518.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 956 | $516.0K | 0.12% | +34+3.7% | Added |
| Leonteq Securities AG | 951 | $513.1K | 0.03% | −1−0.1% | Reduced |
| Keel Point, LLC | 946 | $510.0K | 0.07% | +11+1.2% | Added |
| Hancock Whitney Corp | 943 | $509.0K | 0.02% | −2,130−69.3% | Reduced |
| FineMark National Bank & Trust | 939 | $507.0K | 0.02% | −12−1.3% | Reduced |
| MONECO Advisors, LLC | 938 | $506.0K | 0.20% | +213+29.4% | Added |
| Okabena Investment Services Inc | 933 | $503.0K | 0.26% | 00.0% | Unchanged |
| Jump Financial, LLC | 933 | $503.0K | 0.04% | +310+49.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 928 | $501.0K | 0.00% | −1,865−66.8% | Reduced |
| Quest Capital Management Inc | 929 | $501.0K | 0.10% | −18−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 925 | $499.0K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 925 | $499.0K | 0.18% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 922 | $497.0K | 0.14% | −18−1.9% | Reduced |
| West Coast Financial LLC | 917 | $495.0K | 0.08% | 00.0% | Unchanged |
| Homrich & Berg | 912 | $492.0K | 0.01% | +40+4.6% | Added |
| Assetmark, Inc | 909 | $490.0K | 0.00% | +483+113.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $486.0K | 0.16% | 00.0% | Unchanged |
| Bellevue Group AG | 900 | $486.0K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 899 | $485.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 900 | $485.0K | 0.10% | +1+0.1% | Added |
| Fundamentun, LLC | 897 | $484.0K | 0.08% | +897 | New |
| DSC Advisors, L.P. | 896 | $483.0K | 0.64% | +99+12.4% | Added |
| Pacific Global Investment Management CO | 894 | $482.0K | 0.10% | +1+0.1% | Added |
| Bragg Financial Advisors, Inc | 890 | $480.0K | 0.03% | +6+0.7% | Added |
| Berman Capital Advisors, LLC | 889 | $480.0K | 0.08% | +89+11.1% | Added |
| Alpha Omega Wealth Management LLC | 888 | $479.0K | 0.08% | −187−17.4% | Reduced |
| West Family Investments, Inc. | 885 | $477.0K | 0.13% | +183+26.1% | Added |
| Winthrop Advisory Group LLC | 877 | $473.0K | 0.11% | −5−0.6% | Reduced |
| Capital Investment Counsel, Inc | 875 | $472.0K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 875 | $472.0K | 0.01% | +100+12.9% | Added |
| Two Sigma Securities, LLC | 867 | $468.0K | 0.10% | +206+31.2% | Added |
| Diversified Investment Strategies, LLC | 860 | $464.0K | 0.34% | 00.0% | Unchanged |
| Balentine LLC | 855 | $461.0K | 0.02% | +259+43.5% | Added |
| Crestone Asset Management LLC | 846 | $456.0K | 0.10% | −469−35.7% | Reduced |
| Boenning & Scattergood, Inc. | 846 | $456.0K | 0.08% | 00.0% | Unchanged |
| Quantbot Technologies LP | 841 | $453.0K | 0.03% | +841 | New |
| Comerica Securities,inc. | 836 | $451.0K | 0.03% | +28+3.5% | Added |
| State of Wyoming | 836 | $451.0K | 0.29% | +347+71.0% | Added |
| Ergoteles LLC | 834 | $450.0K | 0.02% | +834 | New |
| Successful Portfolios LLC | 831 | $448.0K | 0.27% | −29−3.4% | Reduced |
| Hixon Zuercher, LLC | 830 | $448.0K | 0.26% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 830 | $447.0K | 0.04% | +30+3.8% | Added |
| Ifrah Financial Services, Inc. | 827 | $446.0K | 0.13% | −3−0.4% | Reduced |
| Resources Management Corp | 825 | $445.0K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 825 | $445.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 824 | $445.0K | 0.07% | +25+3.1% | Added |
| Regent Peak Wealth Advisors LLC | 822 | $444.0K | 0.13% | +7+0.9% | Added |
| Legacy Bridge, LLC | 820 | $442.0K | 0.25% | −10−1.2% | Reduced |
| G&S Capital LLC | 818 | $441.0K | 0.24% | +818 | New |
| Americana Partners, LLC | 816 | $440.0K | 0.11% | +116+16.6% | Added |
| Arrow Financial Corp | 810 | $437.0K | 0.06% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 804 | $434.0K | 0.12% | +227+39.3% | Added |
| Elgethun Capital Management | 803 | $433.0K | 0.15% | +1+0.1% | Added |
| Bourne Lent Asset Management Inc | 800 | $432.0K | 0.12% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 800 | $432.0K | 0.19% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $432.0K | 0.20% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 800 | $431.6K | 0.04% | 00.0% | Unchanged |
| 55I, LLC | 798 | $431.0K | 0.01% | +798 | New |
| Avenue 1 Advisors, LLC | 795 | $429.0K | 0.24% | −1−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 874 | $428.0K | 0.05% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 791 | $427.0K | 1.84% | +791 | New |
| Natixis Investment Managers International | 789 | $425.0K | 0.02% | −138−14.9% | Reduced |
| Flputnam Investment Management Co | 788 | $425.0K | 0.01% | +54+7.4% | Added |
| Plancorp, LLC | 781 | $421.0K | 0.03% | +17+2.2% | Added |
| TRUE Private Wealth Advisors | 779 | $420.0K | 0.06% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 779 | $420.0K | 0.03% | +58+8.0% | Added |
| Grandfield & Dodd, LLC | 773 | $420.0K | 0.03% | +773 | New |
| Royal Fund Management, LLC | 774 | $417.0K | 0.07% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 770 | $415.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 770 | $415.0K | 0.03% | +36+4.9% | Added |
| Family Firm, Inc. | 728 | $415.0K | 0.11% | +2+0.3% | Added |
| Journey Advisory Group, LLC | 763 | $412.0K | 0.13% | +54+7.6% | Added |
| Krane Funds Advisors LLC | 761 | $411.0K | 0.01% | −397−34.3% | Reduced |
| Orchard Capital Managment, LLC | 759 | $409.0K | 0.12% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 755 | $407.0K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 752 | $406.0K | 0.01% | +102+15.7% | Added |
| Bartlett & Co. LLC | 750 | $405.0K | 0.01% | −55−6.8% | Reduced |
| Gill Capital Partners, LLC | 750 | $405.0K | 0.18% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $404.6K | 0.01% | −55−6.8% | Reduced |
| Highland Private Wealth Management | 749 | $404.0K | 0.06% | +32+4.5% | Added |
| Ellevest, Inc. | 747 | $403.0K | 0.04% | +22+3.0% | Added |
| Aristotle Capital Management, LLC | 745 | $402.0K | 0.00% | −975−56.7% | Reduced |
| Kings Point Capital Management | 745 | $402.0K | 0.04% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $394.9K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 731 | $394.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 727 | $393.0K | 0.23% | −8−1.1% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $391.0K | 0.11% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 724 | $391.0K | 0.12% | +27+3.9% | Added |