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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
Pinnacle Bancorp, Inc.294$159.0K0.06%+20+7.3%Added
Cedar Wealth Management, LLC290$156.0K0.07%00.0%Unchanged
Massmutual Trust Co FSB287$155.0K0.01%−2−0.7%Reduced
Freedman Financial Associates, Inc.287$155.0K0.11%00.0%Unchanged
Global Retirement Partners, LLC285$154.0K0.02%+32+12.6%Added
Pacitti Group Inc.280$151.0K0.09%+1+0.4%Added
GeoWealth Management, LLC269$145.0K0.01%+269New
Heritage Wealth Advisors268$144.6K0.01%00.0%Unchanged
Centaurus Financial, Inc.262$141.0K0.01%+262New
Fieldpoint Private Securities, LLC253$136.0K0.03%−42−14.2%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.250$135.0K0.13%+250New
Hexagon Capital Partners LLC232$125.0K0.04%−6−2.5%Reduced
Glassman Wealth Services230$124.0K0.03%+24+11.7%Added
Delta Asset Management LLC228$123.0K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.226$122.0K0.01%+36+18.9%Added
Plante Moran Financial Advisors, LLC227$122.0K0.03%+75+49.3%Added
Jones Financial Companies LLLP223$120.0K0.00%+5+2.3%Added
Proequities, Inc.210$113.0K0.01%+38+22.1%Added
Corsicana & Co.205$111.0K0.07%−60−22.6%Reduced
Jackson, Grant Investment Advisers, Inc.205$111.0K0.05%00.0%Unchanged
Islay Capital Management, LLC205$111.0K0.09%00.0%Unchanged
Hexavest Inc.204$110.0K0.01%+162+385.7%Added
Truehand, Inc200$108.0K0.06%00.0%Unchanged
GPS Wealth Strategies Group, LLC200$108.0K0.03%+10+5.3%Added
Geo Capital Gestora de Recursos Ltd196$106.0K0.05%−32−14.0%Reduced
Birch Capital Management, LLC197$106.0K0.07%00.0%Unchanged
Sutton Wealth Advisors Inc.192$103.6K0.04%+2+1.1%Added
Versant Capital Management, Inc191$103.0K0.04%−2−1.0%Reduced
Bell Investment Advisors, Inc186$100.0K0.03%+186New
Toth Financial Advisory Corp179$96.0K0.01%−26−12.7%Reduced
Washington Trust Co174$93.0K0.00%−30−14.7%Reduced
Carolinas Wealth Consulting LLC172$93.0K0.02%−20−10.4%Reduced
Catalyst Capital Advisors LLC164$88.0K0.00%−4−2.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$86.3K0.10%+50+45.5%Added
Resolute Partners Group155$84.0K0.01%+75+93.8%Added
Total Clarity Wealth Management, Inc.153$83.0K0.04%+153New
Harbor Investment Advisory, LLC152$82.0K0.01%+21+16.0%Added
Salem Investment Counselors Inc151$81.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC150$81.0K0.03%00.0%Unchanged
Farmers & Merchants Investments Inc148$80.0K0.00%+6+4.2%Added
Kowal Investment Group, LLC146$79.0K0.02%+146New
Exane Derivatives146$78.8K0.02%00.0%Unchanged
Gemmer Asset Management LLC144$78.0K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd139$75.0K0.05%00.0%Unchanged
Private Capital Group, LLC135$73.0K0.02%+7+5.5%Added
Allworth Financial LP136$73.0K0.00%+71+109.2%Added
Manchester Capital Management LLC129$70.0K0.01%−5−3.7%Reduced
Newfound Research LLC126$68.0K0.11%−73−36.7%Reduced
Capital Directions Investment Advisors, LLC125$67.0K0.02%00.0%Unchanged
Atlas Capital Advisors LLC122$65.8K0.01%+104+577.8%Added
Norway Savings Bank116$63.0K0.03%00.0%Unchanged
First Manhattan Co115$62.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.115$62.0K0.02%00.0%Unchanged
Canton Hathaway, LLC114$62.0K0.02%+114New
O'Dell Group, LLC110$59.0K0.02%+110New
Concord Wealth Partners106$57.0K0.02%−79−42.7%Reduced
Prestige Wealth Management Group LLC105$57.0K0.01%+3+2.9%Added
Pinz Capital Management, LP100$55.0K0.02%+100New
West Paces Advisors Inc.100$54.0K0.02%00.0%Unchanged
FAI Wealth Management100$53.0K0.05%00.0%Unchanged
Piscataqua Savings Bank97$52.0K0.04%00.0%Unchanged
Close Asset Management Ltd92$50.0K0.00%+92New
Creative Financial Designs Inc91$49.0K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC89$48.0K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC86$46.0K0.01%+2+2.4%Added
MUFG Americas Holdings Corp86$46.0K0.00%+32+59.3%Added
Crewe Advisors LLC77$42.0K0.01%−8−9.4%Reduced
D'Orazio & Associates, Inc.78$42.0K0.01%+72+1,200.0%Added
Solstein Capital, LLC76$41.0K0.02%00.0%Unchanged
Clearview Wealth Advisors LLC77$41.0K0.03%+1+1.3%Added
Gerber Kawasaki Wealth & Investment Management70$37.0K0.00%+70New
Stephenson National Bank & Trust66$36.0K0.02%−2−2.9%Reduced
Financial Management Professionals, Inc.63$34.0K0.01%00.0%Unchanged
Atlantic Trust, LLC62$33.0K0.02%00.0%Unchanged
Meridian Wealth Partners, LLC60$33.0K0.01%+60New
Thompson Siegel & Walmsley LLC57$31.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC55$30.0K0.00%00.0%Unchanged
First Financial Corp53$29.0K0.02%00.0%Unchanged
Capital Analysts, LLC54$29.0K0.00%+54New
Princeton Global Asset Management LLC50$27.0K0.01%+20+66.7%Added
Bourgeon Capital Management LLC44$24.0K0.01%00.0%Unchanged
Red Tortoise LLC63$24.0K0.02%+63New
Hanson & Doremus Investment Management42$23.0K0.01%−8−16.0%Reduced
Baystate Wealth Management LLC42$23.0K0.00%+21+100.0%Added
Key Financial Inc41$22.0K0.01%+7+20.6%Added
Syverson Strege & Co41$22.0K0.02%+41New
Bogart Wealth, LLC38$21.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC38$21.0K0.00%+2+5.6%Added
Evolution Wealth Advisors, LLC37$20.0K0.00%00.0%Unchanged
Valley National Advisers Inc37$20.0K0.00%+15+68.2%Added
ClariVest Asset Management LLC35$19.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.34$18.0K0.00%+12+54.5%Added
TSFG, LLC33$18.0K0.01%+21+175.0%Added
Front Row Advisors LLC32$17.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC30$16.0K0.00%00.0%Unchanged
Better Money Decisions, LLC28$15.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC27$15.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC26$14.0K0.00%00.0%Unchanged
Red Cedar Capital, LLC22$12.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.22$12.0K0.01%00.0%Unchanged