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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 3,793 | $2.05M | 0.01% | +148+4.1% | Added |
| AdvisorShares Investments LLC | 3,792 | $2.05M | 0.32% | +3,792 | New |
| Eads & Heald Wealth Management | 3,748 | $2.02M | 0.98% | −252−6.3% | Reduced |
| Park Avenue Securities LLC | 3,736 | $2.02M | 0.04% | −45−1.2% | Reduced |
| JB Capital LLC | 3,721 | $2.01M | 0.26% | +3,721 | New |
| USA Financial Portformulas Corp | 3,714 | $2.00M | 1.79% | +1,289+53.2% | Added |
| WT Wealth Management | 3,666 | $1.98M | 0.76% | −54−1.5% | Reduced |
| Jacobi Capital Management LLC | 3,663 | $1.98M | 0.25% | −49−1.3% | Reduced |
| Horizon Investments, LLC | 3,652 | $1.97M | 0.06% | +2,023+124.2% | Added |
| Fort, L.P. | 3,639 | $1.96M | 0.65% | −734−16.8% | Reduced |
| Change Path, LLC | 3,629 | $1.96M | 0.12% | +255+7.6% | Added |
| Gofen & Glossberg LLC | 3,622 | $1.95M | 0.05% | −36−1.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.94M | 0.23% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,091 | $1.94M | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,584 | $1.93M | 0.52% | +232+6.9% | Added |
| Jag Capital Management, LLC | 3,575 | $1.93M | 0.15% | +695+24.1% | Added |
| Albion Financial Group | 3,561 | $1.92M | 0.17% | +69+2.0% | Added |
| Stephens Inc | 3,559 | $1.92M | 0.03% | −162−4.4% | Reduced |
| Signaturefd, LLC | 3,551 | $1.92M | 0.07% | +297+9.1% | Added |
| DuPont Capital Management Corp | 3,530 | $1.90M | 0.06% | −1,449−29.1% | Reduced |
| EP Wealth Advisors, LLC | 3,501 | $1.89M | 0.05% | +1,599+84.1% | Added |
| Duncker Streett & Co Inc | 3,492 | $1.88M | 0.36% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,467 | $1.87M | 0.57% | −60−1.7% | Reduced |
| First Bank & Trust | 3,423 | $1.85M | 0.84% | +30+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,404 | $1.84M | 0.33% | +3,404 | New |
| Prospera Financial Services Inc | 3,396 | $1.83M | 0.09% | +2,790+460.4% | Added |
| Diversified Trust Co | 3,383 | $1.82M | 0.07% | −179−5.0% | Reduced |
| Krilogy Financial LLC | 3,345 | $1.80M | 0.18% | −154−4.4% | Reduced |
| Empirical Finance, LLC | 3,333 | $1.80M | 0.27% | +202+6.5% | Added |
| Focus Financial Network, Inc. | 3,324 | $1.79M | 0.24% | −17−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,312 | $1.79M | 0.26% | +390+13.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,310 | $1.79M | 0.22% | −114−3.3% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.78M | 0.45% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 3,301 | $1.78M | 0.49% | +65+2.0% | Added |
| Dohj, LLC | 2,829 | $1.77M | 0.84% | −140−4.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,210 | $1.73M | 0.05% | +2,379+286.3% | Added |
| Independent Solutions Wealth Management, LLC | 3,199 | $1.73M | 0.43% | +49+1.6% | Added |
| REDW Wealth LLC | 3,168 | $1.71M | 0.54% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,165 | $1.71M | 0.55% | −154−4.6% | Reduced |
| Thoroughbred Financial Services, LLC | 3,164 | $1.71M | 0.42% | +24+0.8% | Added |
| Centiva Capital, LP | 3,164 | $1.71M | 0.14% | +519+19.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,160 | $1.71M | 0.10% | +182+6.1% | Added |
| Vista Wealth Management Group, LLC | 3,137 | $1.69M | 0.31% | −1,442−31.5% | Reduced |
| Boit C F David | 3,100 | $1.69M | 1.16% | +500+19.2% | Added |
| AlphaCrest Capital Management LLC | 3,112 | $1.68M | 0.09% | −118−3.7% | Reduced |
| Clarius Group, LLC | 3,110 | $1.68M | 0.15% | +101+3.4% | Added |
| Laurion Capital Management LP | 3,103 | $1.67M | 0.02% | +1,503+93.9% | Added |
| Evergreen Capital Management LLC | 3,094 | $1.67M | 0.08% | +1,035+50.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,086 | $1.67M | 0.16% | +39+1.3% | Added |
| Capital Investment Advisors, LLC | 3,078 | $1.66M | 0.06% | −276−8.2% | Reduced |
| Johnson Investment Counsel Inc | 3,029 | $1.63M | 0.02% | +30+1.0% | Added |
| Heartland Bank & Trust Co | 3,022 | $1.63M | 1.40% | +982+48.1% | Added |
| Elevated Capital Advisors, LLC | 2,986 | $1.61M | 0.56% | +2,986 | New |
| Mission Wealth Management, LP | 2,983 | $1.61M | 0.08% | +1,848+162.8% | Added |
| Cetera Investment Advisers | 2,980 | $1.61M | 0.03% | +379+14.6% | Added |
| Waycross Partners, LLC | 2,950 | $1.59M | 1.00% | +500+20.4% | Added |
| Loomis Sayles & Co L P | 2,939 | $1.59M | 0.00% | −130−4.2% | Reduced |
| NewEdge Wealth, LLC | 2,896 | $1.56M | 0.09% | +228+8.5% | Added |
| Cannell Peter B & Co Inc | 2,892 | $1.56M | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,887 | $1.56M | 0.40% | −117−3.9% | Reduced |
| Compagnie Lombard Odier SCmA | 2,880 | $1.55M | 0.03% | +180+6.7% | Added |
| NVWM, LLC | 2,870 | $1.55M | 0.56% | +28+1.0% | Added |
| Kestra Private Wealth Services, LLC | 2,849 | $1.54M | 0.09% | +535+23.1% | Added |
| Scharf Investments, LLC | 2,843 | $1.53M | 0.05% | +487+20.7% | Added |
| Weatherly Asset Management L. P. | 2,820 | $1.52M | 0.19% | −15−0.5% | Reduced |
| Cavalier Investments, LLC | 2,800 | $1.51M | 0.48% | −989−26.1% | Reduced |
| Knowledge Leaders Capital, LLC | 2,772 | $1.50M | 1.21% | +33+1.2% | Added |
| Fluent Financial, LLC | 2,759 | $1.49M | 0.64% | −260−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,739 | $1.48M | 0.02% | +225+8.9% | Added |
| Gyon Technologies Capital Management, LP | 2,734 | $1.48M | 0.40% | +2,121+346.0% | Added |
| Abacus Planning Group, Inc. | 2,706 | $1.46M | 0.46% | +8+0.3% | Added |
| Old Port Advisors | 2,714 | $1.45M | 0.53% | −31−1.1% | Reduced |
| Seeyond | 2,666 | $1.44M | 0.14% | −1,064−28.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,626 | $1.42M | 0.01% | +635+31.9% | Added |
| Trust Asset Management LLC | 2,613 | $1.41M | 0.19% | +177+7.3% | Added |
| Hilltop Holdings Inc. | 2,598 | $1.40M | 0.15% | +728+38.9% | Added |
| Segall Bryant & Hamill, LLC | 2,582 | $1.39M | 0.01% | −205−7.4% | Reduced |
| Pathstone Family Office, LLC | 2,566 | $1.38M | 0.04% | +10+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 2,553 | $1.38M | 0.12% | +275+12.1% | Added |
| Sentry Investment Management LLC | 2,523 | $1.36M | 0.40% | −369−12.8% | Reduced |
| Beacon Financial Advisory LLC | 2,481 | $1.34M | 0.70% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,478 | $1.34M | 0.52% | +2,478 | New |
| Peak Asset Management, LLC | 2,464 | $1.33M | 0.33% | −307−11.1% | Reduced |
| NuWave Investment Management, LLC | 2,452 | $1.32M | 1.51% | +2,452 | New |
| Symmetry Partners, LLC | 2,476 | $1.32M | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,421 | $1.31M | 0.49% | 00.0% | Unchanged |
| Cadence Bank NA | 2,417 | $1.30M | 0.39% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 2,412 | $1.30M | 0.18% | +1,486+160.5% | Added |
| Sofos Investments, Inc. | 1,376 | $1.29M | 0.94% | −1,629−54.2% | Reduced |
| Accretive Wealth Partners, LLC | 2,351 | $1.27M | 0.89% | +37+1.6% | Added |
| SRN Advisors, LLC | 2,347 | $1.27M | 0.59% | −1,400−37.4% | Reduced |
| Venturi Wealth Management, LLC | 2,333 | $1.26M | 0.11% | −913−28.1% | Reduced |
| WESPAC Advisors, LLC | 2,307 | $1.25M | 0.77% | +2,307 | New |
| United Asset Strategies, Inc. | 2,298 | $1.24M | 0.16% | +2,298 | New |
| Strategy Asset Managers LLC | 2,232 | $1.20M | 0.27% | +34+1.5% | Added |
| Checchi Capital Advisers, LLC | 2,215 | $1.20M | 0.15% | +38+1.7% | Added |
| FSA Wealth Management LLC | 2,166 | $1.17M | 0.73% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,137 | $1.17M | 0.14% | −4−0.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,171 | $1.16M | 0.29% | −84−3.7% | Reduced |
| Garner Asset Management Corp | 2,158 | $1.16M | 0.55% | +10.0% | Added |