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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 19,698 | $10.6M | 0.45% | −860−4.2% | Reduced |
| Unio Capital LLC | 19,478 | $10.5M | 4.68% | −1,166−5.6% | Reduced |
| Cerity Partners LLC | 19,339 | $10.4M | 0.23% | −182−0.9% | Reduced |
| Anderson Hoagland & Co | 19,331 | $10.4M | 1.33% | +80.0% | Added |
| Elo Mutual Pension Insurance Co | 19,145 | $10.3M | 0.33% | 00.0% | Unchanged |
| Sara-Bay Financial | 19,092 | $10.3M | 4.03% | +236+1.3% | Added |
| Crossmark Global Holdings, Inc. | 18,985 | $10.2M | 0.24% | +164+0.9% | Added |
| Bishop Rock Capital, L.P. | 18,913 | $10.2M | 3.30% | +9,863+109.0% | Added |
| Trillium Asset Management, LLC | 18,807 | $10.1M | 0.27% | +915+5.1% | Added |
| Voloridge Investment Management, LLC | 18,255 | $9.85M | 0.06% | +13,047+250.5% | Added |
| Chartwell Investment Partners, LLC | 18,232 | $9.84M | 0.31% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18,207 | $9.82M | 0.32% | +17,097+1,540.3% | Added |
| Donaldson Capital Management, LLC | 18,092 | $9.76M | 0.49% | −2,599−12.6% | Reduced |
| Sit Investment Associates Inc | 17,878 | $9.64M | 0.25% | −1,642−8.4% | Reduced |
| New Mexico Educational Retirement Board | 17,878 | $9.64M | 0.34% | −400−2.2% | Reduced |
| Glenmede Trust Co NA | 17,774 | $9.59M | 0.05% | −1,803−9.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 17,678 | $9.54M | 0.78% | −1,024−5.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,663 | $9.53M | 0.40% | +24+0.1% | Added |
| Stonebridge Capital Management Inc | 17,622 | $9.51M | 3.49% | −237−1.3% | Reduced |
| Jupiter Asset Management Ltd | 17,534 | $9.45M | 0.11% | +17,534 | New |
| Addenda Capital Inc. | 17,484 | $9.43M | 0.44% | −1,584−8.3% | Reduced |
| MML Investors Services, LLC | 17,234 | $9.30M | 0.07% | +1,210+7.6% | Added |
| Karani Asset Management LLC | 17,001 | $9.17M | 4.45% | +1,632+10.6% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 16,866 | $9.10M | 0.08% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 16,859 | $9.10M | 0.19% | +16,289+2,857.7% | Added |
| Pitcairn Co | 16,607 | $8.96M | 0.62% | −914−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,551 | $8.93M | 0.01% | +7,876+90.8% | Added |
| Atria Investments LLC | 16,368 | $8.83M | 0.16% | −1,049−6.0% | Reduced |
| Dowling & Yahnke LLC | 16,285 | $8.79M | 0.49% | +101+0.6% | Added |
| XXEC, Inc. | 16,140 | $8.71M | 6.62% | −13,875−46.2% | Reduced |
| Wealthfront Advisers LLC | 16,136 | $8.71M | 0.04% | +3,579+28.5% | Added |
| Employees Retirement System of Texas | 16,100 | $8.69M | 0.10% | −2,700−14.4% | Reduced |
| Freemont Management S.A. | 16,100 | $8.69M | 1.17% | +100+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 15,827 | $8.54M | 0.28% | −50.0% | Reduced |
| Kentucky Retirement Systems | 15,792 | $8.52M | 0.40% | −120−0.8% | Reduced |
| Essex Investment Management Co LLC | 15,505 | $8.37M | 1.03% | +140+0.9% | Added |
| Banque Cantonale Vaudoise | 15,454 | $8.34M | 0.36% | +1,543+11.1% | Added |
| AlphaStar Capital Management, LLC | 14,630 | $8.26M | 0.56% | +14,630 | New |
| Cypress Capital Group | 15,299 | $8.25M | 1.12% | −9−0.1% | Reduced |
| Fifth Third Bancorp | 15,023 | $8.11M | 0.04% | +2,614+21.1% | Added |
| Conning Inc. | 14,913 | $8.05M | 0.23% | −3,534−19.2% | Reduced |
| Carmignac Gestion | 14,735 | $7.98M | 0.10% | +1,410+10.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 14,690 | $7.92M | 0.41% | −1,680−10.3% | Reduced |
| Oak Ridge Investments LLC | 14,542 | $7.85M | 0.69% | −299−2.0% | Reduced |
| Trust Co of Vermont | 14,383 | $7.76M | 0.55% | +96+0.7% | Added |
| Navellier & Associates Inc | 14,313 | $7.72M | 1.16% | +14,313 | New |
| Eagle Capital Management, LLC | 14,258 | $7.69M | 2.09% | −2,373−14.3% | Reduced |
| Mercer Global Advisors Inc | 14,068 | $7.59M | 0.05% | +2,131+17.9% | Added |
| Bailard, Inc. | 14,055 | $7.58M | 0.26% | +2,581+22.5% | Added |
| Hantz Financial Services, Inc. | 14,001 | $7.55M | 0.25% | +608+4.5% | Added |
| People's United Financial, Inc. | 13,991 | $7.55M | 0.17% | +10,539+305.3% | Added |
| HighTower Trust Services, LTA | 13,923 | $7.51M | 0.92% | +10.0% | Added |
| Amica Mutual Insurance Co | 13,683 | $7.38M | 0.77% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13,647 | $7.36M | 0.98% | −2,361−14.7% | Reduced |
| Elk River Wealth Management, LLC | 13,439 | $7.25M | 1.83% | +378+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,360 | $7.21M | 0.14% | +951+7.7% | Added |
| Banco Santander, S.A. | 13,336 | $7.20M | 0.04% | +3,334+33.3% | Added |
| North Fourth Asset Management, LP | 13,300 | $7.17M | 2.66% | +13,300 | New |
| Beacon Pointe Advisors, LLC | 13,204 | $7.12M | 0.18% | +9,441+250.9% | Added |
| Fundsmith Investment Services Ltd. | 13,110 | $7.07M | 4.30% | +10+0.1% | Added |
| Davenport & Co LLC | 13,081 | $7.06M | 0.05% | −94,999−87.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,010 | $7.02M | 0.03% | −1,346−9.4% | Reduced |
| Gotham Asset Management, LLC | 13,006 | $7.02M | 0.28% | +3,769+40.8% | Added |
| Montag A & Associates Inc | 12,982 | $7.00M | 0.38% | −511−3.8% | Reduced |
| Logan Capital Management Inc | 12,823 | $6.92M | 0.32% | −218−1.7% | Reduced |
| American Money Management, LLC | 12,667 | $6.83M | 1.93% | −173−1.3% | Reduced |
| Harvest Volatility Management LLC | 12,605 | $6.80M | 0.32% | +4,757+60.6% | Added |
| Financial Counselors Inc | 12,544 | $6.77M | 0.14% | −66−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 12,475 | $6.73M | 0.54% | −2,501−16.7% | Reduced |
| E. Ohman J:or Asset Management AB | 12,384 | $6.68M | 0.21% | +200+1.6% | Added |
| Trust Co of Virginia | 12,288 | $6.63M | 0.73% | −15−0.1% | Reduced |
| Advisory Services Network, LLC | 12,223 | $6.59M | 0.21% | +993+8.8% | Added |
| Oppenheimer & Co Inc | 12,171 | $6.57M | 0.12% | −744−5.8% | Reduced |
| IndexIQ Advisors LLC | 12,048 | $6.50M | 0.22% | +101+0.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 12,029 | $6.49M | 0.33% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,943 | $6.44M | 0.26% | +10,643+818.7% | Added |
| Cypress Growth Fund III LP | 11,800 | $6.37M | 5.35% | 00.0% | Unchanged |
| American National Bank | 11,646 | $6.28M | 1.39% | −1,082−8.5% | Reduced |
| NFJ Investment Group, LLC | 11,593 | $6.25M | 0.12% | −15,147−56.6% | Reduced |
| Federated Hermes, Inc. | 11,500 | $6.20M | 0.01% | −122−1.0% | Reduced |
| HM Payson & Co | 11,390 | $6.14M | 0.15% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,363 | $6.14M | 0.10% | +1,524+15.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,349 | $6.12M | 0.23% | +9,330+462.1% | Added |
| Siemens Fonds Invest GmbH | 11,334 | $6.12M | 0.41% | +1,047+10.2% | Added |
| Bessemer Group Inc | 11,238 | $6.06M | 0.01% | +227+2.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 11,150 | $6.02M | 0.12% | +11,150 | New |
| Credit Agricole S A | 11,059 | $5.97M | 0.21% | −6,122−35.6% | Reduced |
| BTC Capital Management, Inc. | 10,891 | $5.92M | 0.66% | −406−3.6% | Reduced |
| GWM Advisors LLC | 10,918 | $5.89M | 0.15% | +3,396+45.1% | Added |
| Redmond Asset Management, LLC | 10,808 | $5.83M | 1.83% | +6+0.1% | Added |
| Jacobs & Co | 10,773 | $5.81M | 0.67% | −32−0.3% | Reduced |
| Chicago Capital, LLC | 10,718 | $5.78M | 0.22% | +167+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,669 | $5.76M | 0.30% | +441+4.3% | Added |
| Equitable Trust Co | 10,638 | $5.74M | 0.37% | −40−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,635 | $5.74M | 3.58% | −30−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,587 | $5.71M | 0.23% | +252+2.4% | Added |
| Fiera Capital Corp | 10,550 | $5.69M | 0.01% | −470−4.3% | Reduced |
| Impax Asset Management Group plc | 10,479 | $5.65M | 0.02% | +7+0.1% | Added |
| Meristem Family Wealth, LLC | 10,468 | $5.65M | 0.54% | −341−3.2% | Reduced |
| Kornitzer Capital Management Inc | 10,375 | $5.60M | 0.09% | +700+7.2% | Added |