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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, Q4 2021

Institutional positions in Intuit Inc. as of Dec 31, 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
1,668
+241 vs. Q3 2021
Shares held
236.3M
+7.36M (+3.2%) vs. Q3 2021
Total value
$151.9B
+$28.3B (+22.9%) vs. Q3 2021
New holders
309
575 more added
Sold out
68
555 more reduced

22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,668 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2021: $151.9B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2021.

Institutions holding INTU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC2$1.00K0.00%−3,930−99.9%Reduced
Horrell Capital Management, Inc.1$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC2$1.00K0.00%00.0%Unchanged
Surevest, LLC2$1.00K0.00%+2New
Sterling Investment Advisors, Ltd.1$1.00K0.00%+1New
Vectors Research Management, LLC2$1.00K0.00%+2New
Karlinski Andrew C2$1.00K0.00%+2New
WestEnd Advisors, LLC2$1.29K0.00%––
Macroview Investment Management LLC3$2.00K0.00%00.0%Unchanged
Cordasco Financial Network3$2.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC3$2.00K0.00%00.0%Unchanged
Addison Advisors LLC3$2.00K0.00%+3New
Western Pacific Wealth Management, LP4$2.00K0.00%+4New
Bivin & Associates, Inc.3$2.00K0.00%+3New
Northern Oak Wealth Management Inc4$3.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$3.00K0.00%00.0%Unchanged
McDonald Partners LLC5$3.22K0.00%+5New
Absolute Capital Management, LLC5$3.22K0.00%+5New
Global Financial Private Client, LLC6$3.86K0.00%00.0%Unchanged
First Command Bank7$4.00K0.00%00.0%Unchanged
Hudock, Inc.6$4.00K0.00%00.0%Unchanged
First National Bank of South Miami6$4.00K0.00%00.0%Unchanged
TFC Financial Management6$4.00K0.00%00.0%Unchanged
Ford Financial Group, LLC7$4.00K0.00%+7New
Henrickson Nauta Wealth Advisors, Inc.8$4.00K0.00%+8New
Cassady Schiller Wealth Management, LLC6$4.00K0.00%+6New
James Investment Research Inc7$5.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$5.00K0.00%00.0%Unchanged
Private Ocean, LLC8$5.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$5.00K0.00%00.0%Unchanged
Accel Wealth Management7$5.00K0.00%+7New
Thomas White International Ltd10$6.00K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$6.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC10$6.00K0.00%+8+400.0%Added
Sound Income Strategies, LLC9$6.00K0.00%+9New
Schubert & Co10$6.00K0.01%+10New
Kelly Financial Services LLC10$6.43K0.00%+10New
Lee Financial Co10$7.00K0.00%+4+66.7%Added
Curi Capital11$7.00K0.00%+11New
HighMark Wealth Management LLC13$8.00K0.01%−1−7.1%Reduced
Emfo, LLC12$8.00K0.01%00.0%Unchanged
Gradient Investments LLC13$8.00K0.00%+8+160.0%Added
Northwest Investment Counselors, LLC13$8.00K0.00%+13New
Econ Financial Services Corp13$8.00K0.01%+13New
Core Alternative Capital12$8.00K0.00%+12New
Missouri Trust & Investment Co13$8.00K0.00%+13New
Zullo Investment Group, Inc.14$9.00K0.00%+14New
Rise Advisors, LLC15$9.69K0.01%+15New
Creative Financial Designs Inc16$10.0K0.00%−75−82.4%Reduced
Edge Wealth Management LLC15$10.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC15$10.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC15$10.0K0.00%+15New
IAG Wealth Partners, LLC17$11.0K0.00%00.0%Unchanged
Sierra Capital LLC17$11.0K0.00%+17New
Castle Financial & Retirement Planning Associates, Inc.22$12.0K0.04%+22New
Retirement Planning Co of New England, Inc.19$12.0K0.01%+19New
Optimum Investment Advisors20$13.0K0.01%00.0%Unchanged
Atwood & Palmer Inc20$13.0K0.00%+20New
Country Trust Bank22$14.0K0.00%00.0%Unchanged
Red Cedar Capital, LLC22$14.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.22$14.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC21$14.0K0.00%00.0%Unchanged
Globeflex Capital L P23$15.0K0.00%+14+155.6%Added
Bollard Group LLC23$15.0K0.00%+23New
Tyler-Stone Wealth Management23$15.0K0.01%+23New
Raffa Wealth Management, LLC26$16.7K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC27$17.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.26$17.0K0.01%+17+188.9%Added
Tradition Wealth Management, LLC30$19.0K0.00%00.0%Unchanged
Rather & Kittrell, Inc.30$19.0K0.02%+30New
Level Financial Advisors, Inc.29$19.0K0.01%+29New
TSFG, LLC33$21.0K0.01%00.0%Unchanged
Front Row Advisors LLC32$21.0K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC33$21.0K0.02%+33New
Bourgeon Capital Management LLC34$22.0K0.00%−10−22.7%Reduced
Sittner & Nelson, LLC34$22.0K0.01%+34New
Atlas Capital Advisors LLC35$22.5K0.00%−87−71.3%Reduced
ClariVest Asset Management LLC35$23.0K0.00%00.0%Unchanged
Chilton Capital Management LLC35$23.0K0.00%+35New
BIT Capital GmbH36$23.2K0.00%+36New
Patriot Financial Group Insurance Agency, LLC37$24.0K0.00%−1−2.6%Reduced
Bogart Wealth, LLC38$24.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.37$24.0K0.00%+3+8.8%Added
Hanson & Doremus Investment Management39$25.0K0.01%−3−7.1%Reduced
JNBA Financial Advisors39$25.0K0.00%+39New
Castleview Partners, LLC16,080$25.0K0.00%+16,080New
Key Financial Inc41$26.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC40$26.0K0.01%+39+3,900.0%Added
Baystate Wealth Management LLC42$27.0K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.58$28.0K0.02%+58New
Baillie Gifford & Co47$30.0K0.00%+47New
First Financial Corp53$34.0K0.02%00.0%Unchanged
Thompson Siegel & Walmsley LLC57$37.0K0.00%00.0%Unchanged
Stephenson National Bank & Trust61$39.0K0.02%−5−7.6%Reduced
Princeton Global Asset Management LLC60$39.0K0.01%+10+20.0%Added
Crewe Advisors LLC62$40.0K0.01%−15−19.5%Reduced
Atlantic Trust, LLC62$40.0K0.02%00.0%Unchanged
Financial Management Professionals, Inc.72$46.0K0.01%+9+14.3%Added
Resolute Partners Group75$48.0K0.00%−80−51.6%Reduced
Valley National Advisers Inc75$48.0K0.01%+38+102.7%Added