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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jag Capital Management, LLC | 3,400 | $2.19M | 0.17% | −175−4.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,403 | $2.19M | 0.04% | −515−13.1% | Reduced |
| Eads & Heald Wealth Management | 3,414 | $2.20M | 0.95% | −334−8.9% | Reduced |
| Duncker Streett & Co Inc | 3,417 | $2.20M | 0.38% | −75−2.1% | Reduced |
| Thoroughbred Financial Services, LLC | 3,427 | $2.20M | 0.46% | +263+8.3% | Added |
| First Bank & Trust | 3,457 | $2.22M | 0.94% | +34+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 3,508 | $2.26M | 0.22% | +196+5.9% | Added |
| Financial Advocates Investment Management | 3,732 | $2.27M | 0.16% | −413−10.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 3,542 | $2.28M | 0.25% | −628−15.1% | Reduced |
| Change Path, LLC | 3,547 | $2.28M | 0.11% | −82−2.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,552 | $2.29M | 0.10% | +3,552 | New |
| Ninety One SA (PTY) Ltd | 3,561 | $2.29M | 0.67% | −297−7.7% | Reduced |
| AdvisorShares Investments LLC | 3,592 | $2.31M | 0.28% | −200−5.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $2.32M | 0.25% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,607 | $2.32M | 0.05% | −15−0.4% | Reduced |
| Albion Financial Group | 3,610 | $2.32M | 0.18% | +49+1.4% | Added |
| Jacobi Capital Management LLC | 3,614 | $2.32M | 0.28% | −49−1.3% | Reduced |
| Cim, LLC | 4,546 | $2.35M | 0.44% | −446−8.9% | Reduced |
| Park Avenue Securities LLC | 3,653 | $2.35M | 0.04% | −83−2.2% | Reduced |
| DuPont Capital Management Corp | 3,663 | $2.36M | 0.08% | +133+3.8% | Added |
| Blueshift Asset Management, LLC | 3,672 | $2.36M | 0.21% | −6,158−62.6% | Reduced |
| CoreCap Advisors, LLC | 3,675 | $2.36M | 0.16% | +3,675 | New |
| Willow Creek Wealth Management Inc. | 3,695 | $2.38M | 0.49% | −705−16.0% | Reduced |
| AIA Group Ltd | 3,709 | $2.39M | 0.11% | +1,750+89.3% | Added |
| Stiles Financial Services Inc | 3,744 | $2.41M | 1.16% | +3,744 | New |
| Cavalier Investments, LLC | 3,776 | $2.43M | 0.63% | +976+34.9% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,786 | $2.44M | 0.59% | −25−0.7% | Reduced |
| JB Capital LLC | 3,791 | $2.44M | 0.24% | +70+1.9% | Added |
| Horizon Investments, LLC | 3,831 | $2.46M | 0.07% | +179+4.9% | Added |
| Inlet Private Wealth, LLC | 3,838 | $2.47M | 0.60% | −48−1.2% | Reduced |
| Bayesian Capital Management, LP | 3,860 | $2.48M | 0.78% | +3,860 | New |
| Cape Cod Five Cents Savings Bank | 3,865 | $2.49M | 0.24% | −425−9.9% | Reduced |
| Darwin Advisors, LLC | 4,567 | $2.49M | 0.39% | +4,014+725.9% | Added |
| Pensionfund DSM Netherlands | 3,875 | $2.49M | 0.29% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,881 | $2.50M | 0.01% | +88+2.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,912 | $2.52M | 0.19% | −1,518−28.0% | Reduced |
| MV Capital Management, Inc. | 3,915 | $2.52M | 0.37% | +101+2.6% | Added |
| Signaturefd, LLC | 3,945 | $2.54M | 0.08% | +394+11.1% | Added |
| Gladius Capital Management LP | 3,957 | $2.55M | 0.86% | +3,957 | New |
| Boston Financial Mangement LLC | 3,961 | $2.55M | 0.09% | −85−2.1% | Reduced |
| First Midwest Bank Trust Division | 3,976 | $2.56M | 0.33% | +76+1.9% | Added |
| Dynamic Advisor Solutions LLC | 3,980 | $2.56M | 0.18% | −822−17.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.57M | 0.66% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,019 | $2.58M | 0.05% | −43−1.1% | Reduced |
| Twin Capital Management Inc | 4,033 | $2.59M | 0.26% | +4,033 | New |
| Jackson Wealth Management, LLC | 4,041 | $2.60M | 0.33% | +4,041 | New |
| Arabesque Asset Management Ltd | 4,062 | $2.61M | 0.75% | −3,451−45.9% | Reduced |
| Azzad Asset Management Inc | 4,080 | $2.62M | 0.35% | −1,051−20.5% | Reduced |
| Laurion Capital Management LP | 4,100 | $2.64M | 0.05% | +997+32.1% | Added |
| Kestra Private Wealth Services, LLC | 4,121 | $2.65M | 0.13% | +1,272+44.6% | Added |
| Chesley Taft & Associates LLC | 4,125 | $2.65M | 0.14% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 4,140 | $2.66M | 1.18% | +4,140 | New |
| Wealthsource Partners, LLC | 4,205 | $2.71M | 0.22% | −150−3.4% | Reduced |
| American Portfolios Advisors | 4,219 | $2.71M | 0.09% | +85+2.1% | Added |
| Veriti Management LLC | 4,226 | $2.72M | 0.35% | −21−0.5% | Reduced |
| Unigestion Holding SA | 4,262 | $2.74M | 0.11% | −26−0.6% | Reduced |
| Barings LLC | 4,292 | $2.76M | 0.07% | −1,001−18.9% | Reduced |
| NEXT Financial Group, Inc | 4,301 | $2.77M | 0.18% | −11−0.3% | Reduced |
| Sanders Morris Harris LLC | 4,396 | $2.77M | 0.48% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,319 | $2.78M | 0.44% | +5+0.1% | Added |
| Toroso Investments, LLC | 4,332 | $2.79M | 0.09% | −919−17.5% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.79M | 0.46% | 00.0% | Unchanged |
| Novare Capital Management LLC | 4,345 | $2.79M | 0.28% | −30−0.7% | Reduced |
| Fiduciary Trust Co | 4,361 | $2.81M | 0.05% | +229+5.5% | Added |
| Pittenger & Anderson Inc | 4,378 | $2.82M | 0.13% | +3,903+821.7% | Added |
| IBM Retirement Fund | 4,392 | $2.83M | 0.35% | −2,808−39.0% | Reduced |
| Scott & Selber, Inc. | 4,446 | $2.86M | 1.01% | −7−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 4,450 | $2.86M | 0.06% | −135−2.9% | Reduced |
| Welch & Forbes LLC | 4,513 | $2.90M | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 4,521 | $2.91M | 0.91% | +1,651+57.5% | Added |
| Herold Advisors, Inc. | 4,590 | $2.95M | 1.15% | +120+2.7% | Added |
| Empirical Finance, LLC | 4,605 | $2.96M | 0.35% | +1,272+38.2% | Added |
| Dakota Wealth Management | 4,613 | $2.97M | 0.31% | −867−15.8% | Reduced |
| Old National Bancorp | 4,650 | $2.99M | 0.11% | −478−9.3% | Reduced |
| Personal Capital Advisors Corp | 4,678 | $3.00M | 0.01% | −76−1.6% | Reduced |
| Advisor OS, LLC | 4,699 | $3.02M | 0.62% | +145+3.2% | Added |
| Varma Mutual Pension Insurance Co | 4,713 | $3.03M | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,717 | $3.03M | 0.02% | −4−0.1% | Reduced |
| USA Financial Portformulas Corp | 4,734 | $3.04M | 2.61% | +1,020+27.5% | Added |
| Boston Private Wealth LLC | 4,738 | $3.05M | 0.05% | +223+4.9% | Added |
| Coastline Trust Co | 4,775 | $3.07M | 0.35% | −62−1.3% | Reduced |
| Roberts Wealth Advisors, LLC | 4,879 | $3.08M | 1.11% | −62−1.3% | Reduced |
| Ironwood Financial, llc | 4,808 | $3.09M | 0.85% | −90−1.8% | Reduced |
| Private Trust Co NA | 4,850 | $3.12M | 0.43% | −139−2.8% | Reduced |
| Jump Financial, LLC | 4,853 | $3.12M | 0.20% | +3,920+420.2% | Added |
| Fosun International Ltd | 4,826 | $3.13M | 0.18% | −620−11.4% | Reduced |
| Alps Advisors Inc | 4,880 | $3.14M | 0.04% | −78−1.6% | Reduced |
| Freedom Day Solutions, LLC | 4,893 | $3.15M | 1.27% | −366−7.0% | Reduced |
| First Nebraska Trust Co | 4,946 | $3.18M | 0.38% | −124−2.4% | Reduced |
| First Foundation Advisors | 4,952 | $3.19M | 0.11% | +604+13.9% | Added |
| D.A. Davidson & Co. | 4,987 | $3.21M | 0.03% | −120−2.3% | Reduced |
| Glynn Capital Management LLC | 5,000 | $3.22M | 0.34% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.22M | 0.85% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 5,008 | $3.22M | 1.91% | −55−1.1% | Reduced |
| PFG Advisors | 5,014 | $3.23M | 0.32% | +77+1.6% | Added |
| Segantii Capital Management Ltd | 5,051 | $3.25M | 0.11% | +5,051 | New |
| Stonnington Group, LLC | 5,625 | $3.25M | 0.70% | −2,210−28.2% | Reduced |
| Donoghue Forlines LLC | 5,061 | $3.25M | 0.55% | −1,253−19.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 5,141 | $3.31M | 0.66% | +674+15.1% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.33M | 1.32% | −2,730−34.6% | Reduced |