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 |
|---|---|---|---|---|---|
| TrimTabs Asset Management, LLC | 2,013 | $1.16M | 0.56% | 00.0% | Unchanged |
| Argent Trust Co | 2,144 | $1.16M | 0.07% | +13+0.6% | Added |
| Veracity Capital LLC | 2,120 | $1.14M | 0.50% | +40+1.9% | Added |
| University of Notre Dame du Lac | 2,116 | $1.14M | 3.61% | +2,116 | New |
| Altium Wealth Management LLC | 2,113 | $1.14M | 0.08% | +105+5.2% | Added |
| HighPoint Advisor Group LLC | 2,105 | $1.14M | 0.11% | −193−8.4% | Reduced |
| Sunbelt Securities, Inc. | 2,260 | $1.13M | 0.20% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,102 | $1.13M | 0.01% | +5+0.2% | Added |
| Crestwood Advisors Group LLC | 2,090 | $1.13M | 0.03% | −9−0.4% | Reduced |
| DCM Advisors, LLC | 2,082 | $1.12M | 0.43% | +1,182+131.3% | Added |
| Archford Capital Strategies, LLC | 2,076 | $1.12M | 0.26% | +59+2.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,071 | $1.12M | 0.25% | +32+1.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,060 | $1.11M | 0.36% | +85+4.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,040 | $1.10M | 0.01% | +2,040 | New |
| Wade G W & Inc | 2,035 | $1.10M | 0.05% | −499−19.7% | Reduced |
| Spire Wealth Management | 2,032 | $1.10M | 0.03% | +76+3.9% | Added |
| Harvest Fund Management Co., Ltd | 2,025 | $1.09M | 0.25% | +1,252+162.0% | Added |
| Plimoth Trust Co LLC | 2,020 | $1.09M | 0.31% | −63−3.0% | Reduced |
| Barr E S & Co | 2,018 | $1.09M | 0.08% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,010 | $1.08M | 0.14% | −175−8.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,007 | $1.08M | 0.49% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $1.08M | 0.03% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,004 | $1.08M | 0.08% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 2,000 | $1.08M | 1.04% | +2,000 | New |
| BSW Wealth Partners | 1,995 | $1.08M | 0.30% | −172−7.9% | Reduced |
| Bridges Investment Management Inc | 1,975 | $1.07M | 0.03% | +188+10.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,962 | $1.06M | 0.05% | +619+46.1% | Added |
| AIA Group Ltd | 1,959 | $1.06M | 0.06% | +302+18.2% | Added |
| Northwest & Ethical Investments L.P. | 1,940 | $1.05M | 0.03% | −14−0.7% | Reduced |
| United Bank | 1,939 | $1.05M | 0.14% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,935 | $1.04M | 0.61% | +7+0.4% | Added |
| Clearstead Advisors, LLC | 1,913 | $1.03M | 0.08% | +86+4.7% | Added |
| McRae Capital Management Inc | 1,906 | $1.03M | 0.23% | +1+0.1% | Added |
| Nicholas Investment Partners, LP | 1,905 | $1.03M | 0.08% | +207+12.2% | Added |
| Anchor Investment Management, LLC | 1,901 | $1.03M | 0.14% | −32−1.7% | Reduced |
| Caxton Corp | 1,884 | $1.02M | 0.82% | −1−0.1% | Reduced |
| Sargent Investment Group, LLC | 1,880 | $1.01M | 0.25% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,870 | $1.01M | 0.83% | −60−3.1% | Reduced |
| Stratos Wealth Advisors, LLC | 1,852 | $999.0K | 0.09% | +1,852 | New |
| Psagot Investment House Ltd. | 1,844 | $995.0K | 0.17% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,844 | $995.0K | 0.17% | +1,844 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,834 | $989.0K | 0.30% | −906−33.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,827 | $988.0K | 0.04% | −142−7.2% | Reduced |
| Optas, LLC | 1,831 | $988.0K | 0.29% | −14−0.8% | Reduced |
| Camden Capital, LLC | 1,830 | $987.0K | 0.20% | −25−1.3% | Reduced |
| WBH Advisory Inc | 1,815 | $979.0K | 0.13% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,800 | $971.0K | 0.45% | −500−21.7% | Reduced |
| Lumature Wealth Partners, LLC | 1,799 | $971.0K | 0.40% | +53+3.0% | Added |
| Benjamin Edwards Inc | 1,797 | $970.0K | 0.59% | −469−20.7% | Reduced |
| Resources Investment Advisors, LLC. | 1,784 | $963.0K | 0.04% | +79+4.6% | Added |
| Brown Advisory Securities, LLC | 1,764 | $951.0K | 0.28% | −4,828−73.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,759 | $949.0K | 0.17% | +1,324+304.4% | Added |
| Fort Pitt Capital Group, LLC | 1,754 | $946.0K | 0.04% | +252+16.8% | Added |
| Savant Capital, LLC | 1,747 | $943.0K | 0.03% | +210+13.7% | Added |
| Lincoln National Corp | 1,737 | $938.0K | 0.02% | −66−3.7% | Reduced |
| Evanson Asset Management, LLC | 1,906 | $937.0K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,735 | $936.0K | 0.65% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,725 | $931.0K | 0.26% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,701 | $930.0K | 0.02% | −5,337−75.8% | Reduced |
| Heron Financial Group, LLC | 1,724 | $930.0K | 0.52% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,707 | $921.0K | 0.02% | +780+84.1% | Added |
| Liberty Wealth Management LLC | 1,705 | $920.0K | 0.33% | +1+0.1% | Added |
| Kingsview Wealth Management, LLC | 1,694 | $914.0K | 0.04% | −191−10.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,688 | $911.0K | 0.27% | +69+4.3% | Added |
| Kore Private Wealth LLC | 1,685 | $909.0K | 0.10% | +163+10.7% | Added |
| Parthenon LLC | 1,675 | $904.0K | 0.14% | −25−1.5% | Reduced |
| Apollon Wealth Management, LLC | 1,667 | $899.0K | 0.12% | +387+30.2% | Added |
| GM Advisory Group, Inc. | 1,634 | $882.0K | 0.09% | 00.0% | Unchanged |
| Intersect Capital LLC | 1,631 | $880.0K | 0.15% | +219+15.5% | Added |
| Sound View Wealth Advisors Group, LLC | 1,623 | $876.0K | 0.18% | +287+21.5% | Added |
| Amica Retiree Medical Trust | 1,614 | $871.0K | 0.79% | −713−30.6% | Reduced |
| Ropes Wealth Advisors LLC | 1,611 | $869.0K | 0.14% | −79−4.7% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $863.0K | 0.09% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,599 | $863.0K | 0.17% | +1,113+229.0% | Added |
| Ossiam | 1,596 | $861.0K | 0.02% | −17,800−91.8% | Reduced |
| Great Lakes Advisors, LLC | 1,593 | $859.0K | 0.01% | +69+4.5% | Added |
| Conestoga Capital Advisors, LLC | 1,590 | $858.0K | 0.01% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,586 | $856.0K | 0.34% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,563 | $843.0K | 0.03% | −19−1.2% | Reduced |
| Baldwin Brothers Inc | 1,558 | $841.0K | 0.09% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,550 | $836.0K | 0.23% | −50−3.1% | Reduced |
| Waldron Private Wealth LLC | 1,544 | $833.0K | 0.05% | +946+158.2% | Added |
| Eqis Capital Management, Inc. | 1,532 | $826.0K | 0.06% | +52+3.5% | Added |
| Marathon Capital Management | 1,525 | $823.0K | 0.19% | +1,525 | New |
| Quadrant Capital Group LLC | 1,524 | $822.0K | 0.11% | +57+3.9% | Added |
| RFG Advisory, LLC | 1,522 | $821.0K | 0.07% | −154−9.2% | Reduced |
| Valmark Advisers, Inc. | 1,511 | $815.0K | 0.01% | −38−2.5% | Reduced |
| Verdence Capital Advisors LLC | 1,510 | $815.0K | 0.11% | −4−0.3% | Reduced |
| First Commonwealth Financial Corp | 1,507 | $813.0K | 0.29% | +1,507 | New |
| PAX Financial Group, LLC | 1,500 | $809.0K | 0.20% | −201−11.8% | Reduced |
| Concentric Wealth Management, LLC | 1,500 | $809.0K | 0.25% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,495 | $807.0K | 0.14% | +56+3.9% | Added |
| Proficio Capital Partners LLC | 1,494 | $806.0K | 0.11% | −147−9.0% | Reduced |
| Miracle Mile Advisors, LLC | 1,493 | $805.0K | 0.04% | +139+10.3% | Added |
| Davy Global Fund Management Ltd | 1,488 | $803.0K | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,480 | $798.0K | 0.04% | +431+41.1% | Added |
| Smithfield Trust Co | 1,477 | $794.0K | 0.05% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,465 | $790.0K | 0.20% | +596+68.6% | Added |
| KMG Fiduciary Partners, LLC | 1,457 | $786.0K | 0.13% | −3−0.2% | Reduced |
| Zions Bancorporation, N.A. | 1,455 | $785.0K | 0.08% | +77+5.6% | Added |