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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 5,751 | $3.13M | 1.25% | +770+15.5% | Added |
| TownSquare Capital, LLC | 5,766 | $3.11M | 0.09% | −391−6.4% | Reduced |
| Nomura Holdings Inc | 5,714 | $3.11M | 0.02% | +1,413+32.9% | Added |
| Cim, LLC | 4,992 | $3.07M | 0.48% | −69−1.4% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 5,539 | $3.01M | 0.38% | −352−6.0% | Reduced |
| Fosun International Ltd | 5,446 | $2.98M | 0.15% | +175+3.3% | Added |
| E Fund Management Co., Ltd. | 5,486 | $2.96M | 0.12% | +5,486 | New |
| Point72 Hong Kong Ltd | 5,484 | $2.96M | 0.23% | −4,516−45.2% | Reduced |
| Dakota Wealth Management | 5,480 | $2.96M | 0.34% | −6,363−53.7% | Reduced |
| MAI Capital Management | 5,441 | $2.94M | 0.06% | −104−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,430 | $2.93M | 0.23% | +1,530+39.2% | Added |
| Ieq Capital, LLC | 5,410 | $2.92M | 0.08% | −400−6.9% | Reduced |
| Caxton Associates LP | 5,405 | $2.92M | 0.41% | +4,992+1,208.7% | Added |
| Premier Fund Managers Ltd | 5,314 | $2.91M | 0.09% | +800+17.7% | Added |
| Advisor Resource Council | 5,383 | $2.90M | 0.89% | −1,445−21.2% | Reduced |
| Clean Yield Group | 5,365 | $2.89M | 1.02% | +110+2.1% | Added |
| Mirador Capital Partners LP | 5,362 | $2.89M | 0.66% | −1,346−20.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,304 | $2.86M | 0.19% | +255+5.1% | Added |
| Barings LLC | 5,293 | $2.86M | 0.07% | −113−2.1% | Reduced |
| Cascadia Advisory Services, LLC | 5,281 | $2.85M | 0.58% | −788−13.0% | Reduced |
| Wedbush Securities Inc | 5,277 | $2.85M | 0.14% | +174+3.4% | Added |
| Outfitter Financial LLC | 5,260 | $2.84M | 2.23% | −110−2.0% | Reduced |
| Freedom Day Solutions, LLC | 5,259 | $2.84M | 1.33% | −95−1.8% | Reduced |
| Toroso Investments, LLC | 5,251 | $2.83M | 0.11% | +843+19.1% | Added |
| World Asset Management Inc | 5,212 | $2.81M | 0.28% | −505−8.8% | Reduced |
| Central Trust Co | 5,191 | $2.80M | 0.10% | −76−1.4% | Reduced |
| Cetera Advisor Networks LLC | 5,153 | $2.78M | 0.04% | +952+22.7% | Added |
| Azzad Asset Management Inc | 5,131 | $2.77M | 0.41% | +121+2.4% | Added |
| Gladstone Institutional Advisory LLC | 5,128 | $2.77M | 0.27% | +5,128 | New |
| Old National Bancorp | 5,128 | $2.77M | 0.10% | −595−10.4% | Reduced |
| D.A. Davidson & Co. | 5,107 | $2.75M | 0.03% | +132+2.7% | Added |
| First Nebraska Trust Co | 5,070 | $2.74M | 0.36% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 5,063 | $2.73M | 1.80% | −6,001−54.2% | Reduced |
| Glynn Capital Management LLC | 5,000 | $2.70M | 0.24% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.70M | 0.78% | 00.0% | Unchanged |
| Private Trust Co NA | 4,989 | $2.69M | 0.39% | +3,015+152.7% | Added |
| Alps Advisors Inc | 4,958 | $2.67M | 0.03% | −652−11.6% | Reduced |
| Minot Wealth Management LLC | 4,955 | $2.67M | 0.58% | +525+11.9% | Added |
| Roberts Wealth Advisors, LLC | 4,941 | $2.67M | 1.06% | +4,941 | New |
| Bridgewater Associates, LP | 4,939 | $2.67M | 0.01% | +4,939 | New |
| PFG Advisors | 4,937 | $2.66M | 0.30% | −69−1.4% | Reduced |
| Ironwood Financial, llc | 4,898 | $2.64M | 0.77% | +400+8.9% | Added |
| Zevenbergen Capital Investments LLC | 4,878 | $2.63M | 0.05% | +85+1.8% | Added |
| Bank of Hawaii | 4,843 | $2.61M | 0.15% | +10+0.2% | Added |
| Coastline Trust Co | 4,837 | $2.61M | 0.32% | −202−4.0% | Reduced |
| Dynamic Advisor Solutions LLC | 4,802 | $2.59M | 0.20% | +693+16.9% | Added |
| King Luther Capital Management Corp | 4,765 | $2.57M | 0.01% | +351+8.0% | Added |
| Personal Capital Advisors Corp | 4,754 | $2.56M | 0.01% | +873+22.5% | Added |
| Silvercrest Asset Management Group LLC | 4,721 | $2.55M | 0.02% | −1,002−17.5% | Reduced |
| Varma Mutual Pension Insurance Co | 4,713 | $2.54M | 0.04% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 4,629 | $2.50M | 0.86% | +1,009+27.9% | Added |
| Bradley Foster & Sargent Inc | 4,585 | $2.47M | 0.06% | −272−5.6% | Reduced |
| Algert Global LLC | 4,580 | $2.47M | 0.33% | −118−2.5% | Reduced |
| Advisor OS, LLC | 4,554 | $2.46M | 0.53% | −201−4.2% | Reduced |
| Boston Private Wealth LLC | 4,515 | $2.44M | 0.03% | +464+11.5% | Added |
| Welch & Forbes LLC | 4,513 | $2.44M | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,470 | $2.41M | 0.94% | +4,470 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,467 | $2.41M | 0.49% | +4,467 | New |
| Scott & Selber, Inc. | 4,453 | $2.40M | 0.97% | −138−3.0% | Reduced |
| Willow Creek Wealth Management Inc. | 4,400 | $2.37M | 0.53% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,400 | $2.37M | 0.13% | +3,642+480.5% | Added |
| Sanders Morris Harris LLC | 4,396 | $2.37M | 0.43% | 00.0% | Unchanged |
| Novare Capital Management LLC | 4,375 | $2.36M | 0.26% | −84−1.9% | Reduced |
| Bridgeway Capital Management, LLC | 4,370 | $2.36M | 0.05% | +4,370 | New |
| Wealthsource Partners, LLC | 4,355 | $2.35M | 0.21% | −90−2.0% | Reduced |
| First Foundation Advisors | 4,348 | $2.35M | 0.09% | +971+28.8% | Added |
| Next Century Growth Investors LLC | 4,347 | $2.35M | 0.20% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 4,340 | $2.34M | 0.41% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,314 | $2.33M | 0.44% | +5+0.1% | Added |
| NEXT Financial Group, Inc | 4,312 | $2.33M | 0.18% | +2,932+212.5% | Added |
| Avalon Investment & Advisory | 4,309 | $2.33M | 0.05% | +56+1.3% | Added |
| Cape Cod Five Cents Savings Bank | 4,290 | $2.31M | 0.24% | −3,598−45.6% | Reduced |
| Unigestion Holding SA | 4,288 | $2.31M | 0.09% | −522−10.9% | Reduced |
| Veriti Management LLC | 4,247 | $2.29M | 0.33% | +466+12.3% | Added |
| Chicago Partners Investment Group LLC | 3,720 | $2.26M | 0.16% | +37+1.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 4,170 | $2.25M | 0.26% | −443−9.6% | Reduced |
| Financial Advocates Investment Management | 4,145 | $2.24M | 0.16% | +2,445+143.8% | Added |
| American Portfolios Advisors | 4,134 | $2.23M | 0.08% | −156−3.6% | Reduced |
| Fiduciary Trust Co | 4,132 | $2.23M | 0.04% | −65−1.5% | Reduced |
| Chesley Taft & Associates LLC | 4,125 | $2.23M | 0.13% | −25−0.6% | Reduced |
| Scotia Capital Inc. | 4,115 | $2.22M | 0.02% | +3,266+384.7% | Added |
| Buckingham Strategic Wealth, LLC | 4,062 | $2.19M | 0.04% | −94−2.3% | Reduced |
| Boston Financial Mangement LLC | 4,046 | $2.18M | 0.09% | −96−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 4,037 | $2.18M | 0.06% | −1,109−21.6% | Reduced |
| Pegasus Partners Ltd. | 4,031 | $2.17M | 0.39% | −942−18.9% | Reduced |
| Sciencast Management LP | 4,019 | $2.16M | 0.61% | +4,019 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.16M | 0.59% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,948 | $2.13M | 0.06% | +1,513+62.1% | Added |
| Capstone Investment Advisors, LLC | 3,932 | $2.12M | 0.04% | +3,932 | New |
| Meiji Yasuda Life Insurance Co | 3,918 | $2.11M | 0.04% | −1,054−21.2% | Reduced |
| First Midwest Bank Trust Division | 3,900 | $2.10M | 0.30% | +60+1.6% | Added |
| Jacobs Levy Equity Management, Inc | 3,892 | $2.10M | 0.01% | −106,853−96.5% | Reduced |
| Inlet Private Wealth, LLC | 3,886 | $2.10M | 0.56% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 3,875 | $2.09M | 0.27% | −6,850−63.9% | Reduced |
| Ninety One SA (PTY) Ltd | 3,858 | $2.09M | 0.81% | −1,613−29.5% | Reduced |
| Brasada Capital Management, LP | 3,846 | $2.08M | 0.41% | +48+1.3% | Added |
| CAPROCK Group, Inc. | 3,827 | $2.06M | 0.18% | +441+13.0% | Added |
| Kempen Capital Management N.V. | 3,820 | $2.06M | 0.07% | +13+0.3% | Added |
| MV Capital Management, Inc. | 3,814 | $2.06M | 0.34% | +194+5.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,811 | $2.06M | 0.57% | −81−2.1% | Reduced |