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 |
|---|---|---|---|---|---|
| Reliant Investment Management, LLC | 10,345 | $5.58M | 2.78% | −530−4.9% | Reduced |
| AE Wealth Management LLC | 10,156 | $5.48M | 0.05% | +1,367+15.6% | Added |
| Covenant Asset Management, LLC | 10,094 | $5.45M | 1.62% | −11−0.1% | Reduced |
| Advisors Asset Management, Inc. | 10,079 | $5.44M | 0.08% | +2,116+26.6% | Added |
| Parsons Capital Management Inc | 9,933 | $5.36M | 0.42% | −1,356−12.0% | Reduced |
| M. Kulyk & Associates, LLC | 9,888 | $5.33M | 1.71% | +228+2.4% | Added |
| Blueshift Asset Management, LLC | 9,830 | $5.30M | 0.30% | +5,626+133.8% | Added |
| Mastrapasqua Asset Management Inc | 9,647 | $5.21M | 0.57% | −128−1.3% | Reduced |
| First Citizens Bank & Trust Co | 9,526 | $5.14M | 0.25% | −269−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 9,490 | $5.12M | 0.19% | −78−0.8% | Reduced |
| Broadleaf Partners, LLC | 9,474 | $5.11M | 1.69% | +485+5.4% | Added |
| Raymond James Trust N.A. | 9,361 | $5.05M | 0.17% | −357−3.7% | Reduced |
| CIBC World Markets Inc. | 9,351 | $5.04M | 0.02% | +4,818+106.3% | Added |
| Wetherby Asset Management Inc | 9,336 | $5.04M | 0.31% | −75−0.8% | Reduced |
| Cresset Asset Management, LLC | 9,235 | $4.98M | 0.07% | +645+7.5% | Added |
| Kinneret Advisory, LLC | 9,142 | $4.93M | 0.58% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 9,080 | $4.90M | 3.00% | −1,026−10.2% | Reduced |
| Harbour Capital Advisors, LLC | 9,050 | $4.88M | 1.29% | +53+0.6% | Added |
| Advisor Partners LLC | 9,045 | $4.88M | 0.33% | −21−0.2% | Reduced |
| IFP Advisors, Inc | 9,011 | $4.88M | 0.10% | +596+7.1% | Added |
| Greenleaf Trust | 8,865 | $4.78M | 0.06% | +15+0.2% | Added |
| Balasa Dinverno & Foltz LLC | 8,841 | $4.77M | 0.33% | +23+0.3% | Added |
| National Asset Management, Inc. | 8,861 | $4.72M | 0.15% | +1,282+16.9% | Added |
| Allstate Corp | 8,606 | $4.64M | 0.19% | −558−6.1% | Reduced |
| Bouvel Investment Partners, LLC | 8,573 | $4.63M | 2.61% | +127+1.5% | Added |
| Emerson Point Capital LP | 8,554 | $4.62M | 0.69% | −18,224−68.1% | Reduced |
| O'Shares Investment Advisers, LLC | 8,531 | $4.60M | 0.34% | −5,047−37.2% | Reduced |
| Corient Capital Partners, LLC | 8,504 | $4.59M | 0.34% | +519+6.5% | Added |
| Legal Advantage Investments, Inc. | 8,425 | $4.54M | 3.05% | 00.0% | Unchanged |
| Morgan Jess S & Co Inc | 8,390 | $4.53M | 2.99% | −871−9.4% | Reduced |
| Watchman Group, Inc. | 8,356 | $4.51M | 2.90% | −3,112−27.1% | Reduced |
| Cigna Investments Inc | 8,348 | $4.50M | 0.34% | −125−1.5% | Reduced |
| Virtue Capital Management, LLC | 8,346 | $4.50M | 0.80% | −357−4.1% | Reduced |
| AtonRa Partners | 8,321 | $4.49M | 1.50% | +146+1.8% | Added |
| Moody Lynn & Lieberson, LLC | 8,310 | $4.48M | 0.34% | +1,944+30.5% | Added |
| Independent Advisor Alliance | 8,259 | $4.46M | 0.25% | +483+6.2% | Added |
| HYA Advisors, Inc | 8,457 | $4.44M | 1.79% | +78+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,300 | $4.44M | 0.07% | +7,300 | New |
| Ocean Capital Management, LLC | 8,009 | $4.35M | 1.90% | −35−0.4% | Reduced |
| Everence Capital Management Inc | 8,000 | $4.32M | 0.35% | 00.0% | Unchanged |
| Bamco Inc | 7,988 | $4.31M | 0.01% | +974+13.9% | Added |
| NatWest Group plc | 7,961 | $4.29M | 2.31% | +3,556+80.7% | Added |
| Ethic Inc. | 7,950 | $4.29M | 0.44% | +819+11.5% | Added |
| City Holding Co | 7,935 | $4.28M | 0.73% | +477+6.4% | Added |
| Long Road Investment Counsel, LLC | 7,900 | $4.26M | 1.87% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,873 | $4.25M | 0.27% | −700−8.2% | Reduced |
| Jefferies Group LLC | 7,841 | $4.23M | 0.10% | +7,841 | New |
| Papp L Roy & Associates | 7,780 | $4.20M | 0.53% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,778 | $4.20M | 0.04% | −1,016−11.6% | Reduced |
| BBVA USA | 7,726 | $4.17M | 0.24% | −1,206−13.5% | Reduced |
| Stonnington Group, LLC | 7,835 | $4.16M | 0.93% | +1,830+30.5% | Added |
| First Hawaiian Bank | 7,680 | $4.14M | 0.17% | −189−2.4% | Reduced |
| Advent International Corp | 7,600 | $4.10M | 0.02% | −19,000−71.4% | Reduced |
| Parallel Advisors, LLC | 7,594 | $4.10M | 0.17% | +2,544+50.4% | Added |
| Arabesque Asset Management Ltd | 7,513 | $4.05M | 1.36% | −496−6.2% | Reduced |
| Telemus Capital, LLC | 7,504 | $4.05M | 0.34% | +154+2.1% | Added |
| Regentatlantic Capital LLC | 7,490 | $4.04M | 0.12% | +1,218+19.4% | Added |
| Palisade Capital Management LLC | 7,326 | $3.95M | 0.09% | −983−11.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,313 | $3.94M | 0.15% | −13,088−64.2% | Reduced |
| Kingfisher Capital LLC | 7,284 | $3.93M | 1.02% | +193+2.7% | Added |
| IBM Retirement Fund | 7,200 | $3.88M | 0.30% | +14+0.2% | Added |
| Weil Company, Inc. | 7,110 | $3.84M | 2.00% | −63−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,059 | $3.81M | 0.40% | −53−0.7% | Reduced |
| First Quadrant L P | 7,004 | $3.78M | 0.44% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 6,992 | $3.77M | 1.07% | +132+1.9% | Added |
| JustInvest LLC | 6,965 | $3.76M | 0.34% | +823+13.4% | Added |
| Redpoint Investment Management Pty Ltd | 6,943 | $3.75M | 0.32% | −88−1.3% | Reduced |
| Motley Fool Asset Management LLC | 6,877 | $3.71M | 0.24% | +245+3.7% | Added |
| Pensionfund Sabic | 6,875 | $3.71M | 0.78% | −800−10.4% | Reduced |
| Capula Management Ltd | 6,844 | $3.69M | 0.28% | +5,481+402.1% | Added |
| Penobscot Investment Management Company, Inc. | 6,807 | $3.67M | 0.55% | +930+15.8% | Added |
| Aptus Capital Advisors, LLC | 6,790 | $3.66M | 0.14% | +6,790 | New |
| Veritable, L.P. | 6,751 | $3.64M | 0.06% | −10.0% | Reduced |
| Sargent Bickham Lagudis LLC | 6,704 | $3.62M | 0.29% | −138−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,690 | $3.61M | 0.06% | +576+9.4% | Added |
| Spectrum Management Group, LLC | 6,642 | $3.58M | 0.56% | +1,516+29.6% | Added |
| Vestcor Inc | 6,577 | $3.55M | 0.13% | −567−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 6,569 | $3.54M | 0.09% | +849+14.8% | Added |
| Mission Creek Capital Partners, Inc. | 6,540 | $3.53M | 0.66% | +6+0.1% | Added |
| Applied Research Investments, LLC | 6,509 | $3.51M | 1.17% | −268−4.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,500 | $3.51M | 1.48% | +1,000+18.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,428 | $3.47M | 0.07% | +1,629+33.9% | Added |
| Conway Capital Management, Inc. | 6,403 | $3.45M | 2.34% | +315+5.2% | Added |
| Cohen Investment Advisors LLC | 6,401 | $3.45M | 2.65% | −30−0.5% | Reduced |
| Evoke Wealth, LLC | 6,333 | $3.42M | 0.13% | −21−0.3% | Reduced |
| Verition Fund Management LLC | 6,329 | $3.42M | 0.05% | +6,329 | New |
| Donoghue Forlines LLC | 6,314 | $3.41M | 0.66% | +3,021+91.7% | Added |
| Sumitomo Life Insurance Co | 6,305 | $3.40M | 0.09% | +91+1.5% | Added |
| Hyman Charles D | 6,298 | $3.40M | 0.24% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,265 | $3.38M | 0.01% | +2,504+66.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,188 | $3.34M | 0.24% | −12,162−66.3% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $3.32M | 0.55% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,097 | $3.29M | 0.60% | +6,097 | New |
| Trexquant Investment LP | 6,060 | $3.27M | 0.26% | +3,586+144.9% | Added |
| S.A. Mason LLC | 6,004 | $3.24M | 2.13% | +145+2.5% | Added |
| Citizens Financial Group Inc | 6,004 | $3.24M | 0.12% | +2,285+61.4% | Added |
| FDx Advisors, Inc. | 5,962 | $3.22M | 0.10% | +29+0.5% | Added |
| Fairbanks Capital Management, Inc. | 5,932 | $3.20M | 2.61% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 5,830 | $3.15M | 0.72% | −2,980−33.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,814 | $3.14M | 0.08% | −90−1.5% | Reduced |