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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.

Institutional holdersQ3 2021: 1,449 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ3 2021: $123.6B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2021.

Institutions holding INTU in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Merit Financial Group, LLC522$282.0K0.03%00.0%Unchanged
Procyon Private Wealth Partners, LLC523$282.0K0.07%+13+2.5%Added
Ameritas Investment Company, LLC523$282.0K0.01%+89+20.5%Added
Douglas Lane & Associates, LLC517$279.0K0.00%−12−2.3%Reduced
Summit Trail Advisors, LLC517$279.0K0.02%+517New
PDS Planning, Inc515$278.0K0.06%+40+8.4%Added
Arkadios Wealth Advisors515$278.0K0.04%+129+33.4%Added
Marotta Asset Management512$276.2K0.07%00.0%Unchanged
Convergence Investment Partners, LLC506$273.0K0.15%+56+12.4%Added
MA Private Wealth504$272.0K0.05%00.0%Unchanged
Inscription Capital, LLC500$270.0K0.08%−500−50.0%Reduced
Mechanics Bank Trust Department500$270.0K0.04%−200−28.6%Reduced
Guyasuta Investment Advisors Inc500$270.0K0.02%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP500$270.0K0.01%00.0%Unchanged
Next Capital Management LLC500$270.0K0.20%00.0%Unchanged
CenterStar Asset Management, LLC–$270.0K0.21%–New
Tranquility Partners, LLC498$269.0K0.14%+10+2.0%Added
Sandhill Capital Partners LLC497$268.0K0.02%00.0%Unchanged
Venture Visionary Partners LLC495$267.0K0.02%00.0%Unchanged
Associated Banc-Corp493$266.0K0.01%00.0%Unchanged
Maryland Capital Management492$265.0K0.02%+11+2.3%Added
Grimes & Company, Inc.491$265.0K0.01%+31+6.7%Added
Oxbow Advisors, LLC490$264.0K0.03%−209−29.9%Reduced
Kaizen Financial Strategies488$263.0K0.21%+488New
Clear Harbor Asset Management, LLC483$261.0K0.03%00.0%Unchanged
Symphony Financial, Ltd. Co.473$259.0K0.09%−249−34.5%Reduced
DT Investment Partners, LLC480$259.0K0.03%+480New
Koshinski Asset Management, Inc.480$259.0K0.02%+480New
Pittenger & Anderson Inc475$256.0K0.01%00.0%Unchanged
Qci Asset Management Inc474$256.0K0.01%00.0%Unchanged
Schwab Charitable Fund470$254.0K0.05%−870−64.9%Reduced
Legacy Financial Advisors, Inc.470$254.0K0.06%+31+7.1%Added
Harbour Investments, Inc.469$253.0K0.01%+66+16.4%Added
Tennessee Valley Asset Management Partners469$253.0K0.10%+469New
Sunflower Bank, N.A.468$252.0K0.04%+45+10.6%Added
ARS Investment Partners, LLC467$252.0K0.03%+467New
NorthRock Partners, LLC468$252.0K0.02%+468New
Sandy Spring Bank466$251.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton465$251.0K0.10%+23+5.2%Added
DF Dent & Co Inc464$250.0K0.00%−63−12.0%Reduced
Bickling Financial Services, Inc.464$250.0K0.13%00.0%Unchanged
Magellan Asset Management Ltd461$249.0K0.00%−52−10.1%Reduced
Summit Financial Group Inc457$247.0K0.09%00.0%Unchanged
Fort Sheridan Advisors LLC457$247.0K0.08%00.0%Unchanged
First Heartland Consultants, Inc.458$247.0K0.04%+458New
SkyView Investment Advisors, LLC450$243.0K0.07%+450New
Signet Financial Management, LLC449$242.0K0.04%+449New
Rehmann Capital Advisory Group443$239.4K0.02%−1−0.2%Reduced
Tiedemann Advisors, LLC440$238.0K0.01%−49−10.0%Reduced
Gradient Capital Advisors, LLC441$238.0K0.11%+3+0.7%Added
Cadinha & Co LLC435$235.0K0.03%+435New
Retirement Capital Strategies434$234.0K0.09%00.0%Unchanged
Parkside Financial Bank & Trust433$234.0K0.07%+23+5.6%Added
Botty Investors LLC434$234.0K0.07%+434New
High Falls Advisors, Inc432$233.0K0.06%00.0%Unchanged
Cable Hill Partners, LLC429$231.0K0.06%−2−0.5%Reduced
Gsa Capital Partners LLP426$230.0K0.02%+426New
Ausdal Financial Partners, Inc.424$229.0K0.03%+424New
Cooper Financial Group422$228.0K0.05%+422New
Palisade Asset Management, LLC420$227.0K0.03%−40−8.7%Reduced
Keebeck Wealth Management, LLC420$227.0K0.04%+420New
Summit Financial, LLC419$226.1K0.02%+419New
Castle Rock Wealth Management, LLC368$226.0K0.08%+368New
Linscomb & Williams, Inc.416$224.0K0.01%+6+1.5%Added
Aaron Wealth Advisors417$224.0K0.06%+8+2.0%Added
Lindbrook Capital, LLC407$220.0K0.06%+10+2.5%Added
Nicholas Hoffman & Company, LLC.407$220.0K0.04%+407New
Carret Asset Management, LLC400$216.0K0.03%−13−3.1%Reduced
Fortis Advisors, LLC400$216.0K0.13%00.0%Unchanged
Stevens Capital Management LP400$216.0K0.09%+400New
Campbell & CO Investment Adviser LLC400$216.0K0.07%+400New
Buckingham Capital Management, Inc.400$216.0K0.04%+400New
Brightworth401$216.0K0.02%+401New
QVR LLC401$216.0K0.44%+401New
Perennial Investment Advisors, LLC400$216.0K0.08%+400New
Petix & Botte Co400$216.0K0.07%+400New
Trustcore Financial Services, LLC399$215.0K0.02%+26+7.0%Added
Beacon Financial Strategies CORP398$214.7K0.20%+398New
Bank of Stockton395$213.0K0.07%+395New
SkyOak Wealth, LLC395$213.0K0.06%+395New
Wintrust Investments LLC390$210.0K0.03%+390New
Ironwood Investment Counsel, LLC390$210.0K0.05%+390New
MainStreet Investment Advisors LLC390$210.0K0.02%+390New
Kathmere Capital Management, LLC387$209.0K0.04%+387New
B. Riley Wealth Management, Inc.385$208.0K0.02%+385New
Busey Wealth Management381$206.0K0.01%+381New
New Jersey Better Educational Savings Trust380$205.0K0.41%+380New
Covenant Multifamily Offices, LLC385$205.0K0.04%+385New
Magnolia Capital Advisors LLC379$204.0K0.07%+379New
SOA Wealth Advisors, LLC.375$202.0K0.05%−1−0.3%Reduced
Bingham Osborn & Scarborough LLC375$202.0K0.01%+375New
Atticus Wealth Management, LLC367$198.0K0.09%−31−7.8%Reduced
First Personal Financial Services365$197.0K0.05%−10−2.7%Reduced
Howe & Rusling Inc360$194.0K0.02%00.0%Unchanged
BerganKDV Wealth Management, LLC344$186.0K0.02%−5−1.4%Reduced
Prentice Wealth Management LLC342$185.0K0.09%−1−0.3%Reduced
Sage Private Wealth Group, LLC332$179.0K0.25%00.0%Unchanged
Johnson Financial Group, Inc.318$172.0K0.01%−106−25.0%Reduced
Glen Eagle Advisors, LLC309$166.7K0.05%+301+3,762.5%Added
Reilly Financial Advisors, LLC295$159.0K0.01%−4−1.3%Reduced