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 |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 720 | $388.0K | 0.03% | +10+1.4% | Added |
| Bernardo Wealth Planning LLC | 718 | $387.0K | 0.22% | +23+3.3% | Added |
| Intelligence Driven Advisers, LLC | 720 | $384.0K | 0.09% | −56−7.2% | Reduced |
| Geller Advisors LLC | 711 | $384.0K | 0.08% | +46+6.9% | Added |
| Schnieders Capital Management LLC | 702 | $379.0K | 0.10% | −98−12.3% | Reduced |
| First Affirmative Financial Network | 703 | $379.0K | 0.39% | +703 | New |
| Full Sail Capital, LLC | 700 | $378.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $378.0K | 0.24% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 698 | $376.0K | 0.25% | +141+25.3% | Added |
| JJJ Advisors Inc. | 696 | $375.0K | 0.13% | +149+27.2% | Added |
| Curated Wealth Partners LLC | 690 | $372.0K | 0.21% | −112−14.0% | Reduced |
| Altfest L J & Co Inc | 690 | $372.0K | 0.08% | −21−3.0% | Reduced |
| One Capital Management, LLC | 691 | $372.0K | 0.03% | −13−1.8% | Reduced |
| Essex Savings Bank | 657 | $372.0K | 0.14% | −20−3.0% | Reduced |
| Abbrea Capital, LLC | 686 | $370.0K | 0.06% | +60+9.6% | Added |
| Walter & Keenan Financial Consulting Co | 682 | $368.0K | 0.12% | +25+3.8% | Added |
| Red Door Wealth Management, LLC | 683 | $368.0K | 0.14% | +659+2,745.8% | Added |
| Coldstream Capital Management Inc | 1,124 | $367.0K | 0.02% | −293−20.7% | Reduced |
| Essex Financial Services, Inc. | 680 | $367.0K | 0.04% | +32+4.9% | Added |
| Circle Wealth Management, LLC | 677 | $365.0K | 0.05% | −870−56.2% | Reduced |
| Aevitas Wealth Management, Inc. | 677 | $365.0K | 0.23% | +1+0.1% | Added |
| John G Ullman & Associates Inc | 675 | $364.0K | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 675 | $364.0K | 0.05% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $364.0K | 0.10% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $360.0K | 0.06% | 00.0% | Unchanged |
| Concentrum Wealth Management | 665 | $359.0K | 0.23% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 662 | $357.0K | 0.07% | −87−11.6% | Reduced |
| Vigilare Wealth Management | 662 | $357.0K | 0.22% | +15+2.3% | Added |
| Yorktown Management & Research Co Inc | 660 | $356.0K | 0.27% | 00.0% | Unchanged |
| JSF Financial, LLC | 656 | $354.0K | 0.18% | −30−4.4% | Reduced |
| Warren Averett Asset Management, LLC | 584 | $354.0K | 0.03% | +40+7.4% | Added |
| Marino, Stram & Associates LLC | 654 | $353.0K | 0.12% | +654 | New |
| Tarbox Family Office, Inc. | 652 | $352.0K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 650 | $350.7K | 0.19% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 649 | $350.0K | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 645 | $348.0K | 0.12% | +19+3.0% | Added |
| Independent Financial Group, LLC | 640 | $345.1K | 0.04% | +126+24.5% | Added |
| Hummer Financial Advisory Services Inc | 640 | $345.0K | 0.32% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 637 | $344.0K | 0.11% | +637 | New |
| Valtinson Bruner Financial Planning LLC | 600 | $342.0K | 0.19% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 632 | $341.0K | 0.02% | −16−2.5% | Reduced |
| Somerville Kurt F | 630 | $340.0K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 630 | $340.0K | 0.03% | −43−6.4% | Reduced |
| Wade Financial Advisory, Inc | 626 | $338.0K | 0.19% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 615 | $337.0K | 0.14% | +49+8.7% | Added |
| Altshuler Shaham Ltd | 619 | $336.0K | 0.00% | +382+161.2% | Added |
| Asset Dedication, LLC | 621 | $335.0K | 0.04% | −14−2.2% | Reduced |
| Sonora Investment Management, LLC | 620 | $334.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 619 | $334.0K | 0.03% | +177+40.0% | Added |
| Financial Architects, Inc | 617 | $333.0K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 618 | $333.0K | 0.01% | +6+1.0% | Added |
| Trustmark National Bank Trust Department | 617 | $332.0K | 0.03% | −5−0.8% | Reduced |
| We Are One Seven, LLC | 528 | $331.0K | 0.04% | +528 | New |
| Camden National Bank | 608 | $328.0K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 607 | $328.0K | 0.02% | 00.0% | Unchanged |
| Sather Financial Group Inc | 604 | $326.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 602 | $325.0K | 0.11% | 00.0% | Unchanged |
| McLean Asset Management Corp | 533 | $325.0K | 0.12% | +8+1.5% | Added |
| Grove Bank & Trust | 601 | $324.0K | 0.07% | 00.0% | Unchanged |
| Westwood Management Corp | 600 | $324.0K | 0.03% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 600 | $324.0K | 0.02% | 00.0% | Unchanged |
| Palladium Partners LLC | 600 | $324.0K | 0.01% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $324.0K | 0.08% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $324.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $324.0K | 0.23% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 516 | $324.0K | 0.07% | +66+14.7% | Added |
| Wall Street Access Asset Management, LLC | 600 | $323.0K | 0.14% | +600 | New |
| Graypoint LLC | 596 | $322.0K | 0.04% | +65+12.2% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 595 | $321.0K | 0.13% | −164−21.6% | Reduced |
| Moors & Cabot, Inc. | 586 | $317.0K | 0.02% | −49−7.7% | Reduced |
| Synovus Financial Corp | 586 | $317.0K | 0.00% | +55+10.4% | Added |
| Verity Asset Management, Inc. | 586 | $316.0K | 0.20% | −50−7.9% | Reduced |
| FinTrust Capital Advisors, LLC | 580 | $313.0K | 0.08% | −2−0.3% | Reduced |
| Advisors Capital Management, LLC | 581 | $313.0K | 0.01% | +1+0.2% | Added |
| Cedar Mountain Advisors, LLC | 575 | $310.0K | 0.10% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 575 | $310.0K | 0.24% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 575 | $310.0K | 0.05% | +70+13.9% | Added |
| Teamwork Financial Advisors, LLC | 569 | $307.0K | 0.06% | +569 | New |
| Johanson Financial Advisors, Inc. | 565 | $305.0K | 0.11% | +1+0.2% | Added |
| Independent Wealth Network Inc. | 489 | $305.0K | 0.20% | +489 | New |
| Eagle Bay Advisors LLC | 560 | $304.0K | 0.18% | −6−1.1% | Reduced |
| Sloy Dahl & Holst, LLC | 563 | $304.0K | 0.06% | +563 | New |
| Valeo Financial Advisors, LLC | 562 | $303.0K | 0.02% | +562 | New |
| Sustainable Insight Capital Management, LLC | 555 | $299.0K | 0.19% | −26−4.5% | Reduced |
| First Pacific Advisors, LP | 555 | $299.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 559 | $299.0K | 0.01% | +119+27.0% | Added |
| Harbor Financial Services, LLC | 554 | $299.0K | 0.13% | +554 | New |
| Blueprint Investment Partners LLC | 552 | $298.0K | 0.15% | +111+25.2% | Added |
| Darwin Advisors, LLC | 553 | $298.0K | 0.05% | +553 | New |
| New England Research & Management, Inc. | 550 | $297.0K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 550 | $297.0K | 0.05% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 549 | $296.0K | 0.09% | −109−16.6% | Reduced |
| Riverview Trust Co | 533 | $288.0K | 0.30% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 531 | $286.0K | 0.13% | −575−52.0% | Reduced |
| AGF Investments LLC | 530 | $286.0K | 0.03% | −34−6.0% | Reduced |
| Stansberry Asset Management, LLC | 529 | $285.0K | 0.06% | +71+15.5% | Added |
| Main Street Research LLC | 525 | $283.0K | 0.02% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 523 | $283.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 525 | $283.0K | 0.02% | +146+38.5% | Added |
| Tucker Asset Management LLC | 451 | $282.3K | 0.10% | +451 | New |