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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 5,452 | $3.33M | 0.59% | +1,433+35.7% | Added |
| Pathstone Family Office, LLC | 5,184 | $3.33M | 0.08% | +2,618+102.0% | Added |
| Cetera Advisor Networks LLC | 5,210 | $3.35M | 0.04% | +57+1.1% | Added |
| Pearl River Capital, LLC | 5,220 | $3.36M | 0.91% | +5,220 | New |
| Zevenbergen Capital Investments LLC | 5,228 | $3.36M | 0.07% | +350+7.2% | Added |
| Outfitter Financial LLC | 5,240 | $3.37M | 2.47% | −20−0.4% | Reduced |
| Berger Financial Group, Inc | 5,259 | $3.38M | 0.45% | +5,259 | New |
| Point72 Hong Kong Ltd | 5,285 | $3.40M | 0.29% | −199−3.6% | Reduced |
| Clean Yield Group | 5,292 | $3.40M | 1.13% | −73−1.4% | Reduced |
| Martin Capital Advisors, LLP | 5,344 | $3.44M | 2.13% | +5,344 | New |
| Mirador Capital Partners LP | 5,372 | $3.46M | 0.73% | +10+0.2% | Added |
| Beacon Pointe Advisors, LLC | 5,412 | $3.48M | 0.09% | −7,792−59.0% | Reduced |
| E Fund Management Co., Ltd. | 5,423 | $3.49M | 0.12% | −63−1.1% | Reduced |
| MAI Capital Management | 5,455 | $3.51M | 0.06% | +14+0.3% | Added |
| Citizens Financial Group Inc | 5,490 | $3.52M | 0.12% | −514−8.6% | Reduced |
| Central Trust Co | 5,514 | $3.55M | 0.10% | +323+6.2% | Added |
| Cresset Asset Management, LLC | 5,623 | $3.62M | 0.03% | −3,612−39.1% | Reduced |
| Mayport, LLC | 5,650 | $3.63M | 2.70% | +5,650 | New |
| Vestmark Advisory Solutions, Inc. | 5,651 | $3.63M | 0.21% | +347+6.5% | Added |
| TownSquare Capital, LLC | 5,663 | $3.64M | 0.09% | −103−1.8% | Reduced |
| Vestcor Inc | 5,665 | $3.64M | 0.13% | −912−13.9% | Reduced |
| Minot Wealth Management LLC | 5,680 | $3.65M | 0.70% | +725+14.6% | Added |
| City Holding Co | 7,736 | $3.67M | 0.61% | −199−2.5% | Reduced |
| Boothbay Fund Management, LLC | 5,769 | $3.71M | 0.12% | −6,174−51.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,782 | $3.72M | 2.70% | −150−2.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,814 | $3.74M | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,836 | $3.75M | 0.16% | +559+10.6% | Added |
| EFG Asset Management (North America) Corp. | 5,912 | $3.80M | 0.50% | +5,912 | New |
| Mission Creek Capital Partners, Inc. | 5,979 | $3.85M | 0.76% | −561−8.6% | Reduced |
| Wambolt & Associates, LLC | 5,991 | $3.85M | 1.39% | +240+4.2% | Added |
| FDx Advisors, Inc. | 6,009 | $3.87M | 0.11% | +47+0.8% | Added |
| Bank of Hawaii | 6,044 | $3.89M | 0.20% | +1,201+24.8% | Added |
| Prudential PLC | 6,055 | $3.90M | 0.05% | +6,055 | New |
| Iyo Bank, Ltd. | 6,083 | $3.91M | 1.19% | +6,083 | New |
| S.A. Mason LLC | 6,104 | $3.93M | 2.36% | +100+1.7% | Added |
| Assenagon Asset Management S.A. | 6,120 | $3.94M | 0.01% | −145−2.3% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $3.96M | 0.63% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 6,164 | $3.96M | 0.25% | +4,259+223.6% | Added |
| Baader Bank INC | 6,193 | $3.98M | 0.31% | +6,193 | New |
| Pinnbrook Capital Management LP | 6,251 | $4.02M | 3.23% | +6,251 | New |
| Hyman Charles D | 6,266 | $4.03M | 0.26% | −32−0.5% | Reduced |
| Cohen Investment Advisors LLC | 6,302 | $4.05M | 2.89% | −99−1.5% | Reduced |
| Cigna Investments Inc | 6,328 | $4.07M | 0.32% | −2,020−24.2% | Reduced |
| Evoke Wealth, LLC | 6,333 | $4.07M | 0.13% | 00.0% | Unchanged |
| GAM Holding AG | 6,379 | $4.10M | 0.18% | +6,379 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,390 | $4.11M | 0.25% | +202+3.3% | Added |
| Verition Fund Management LLC | 6,458 | $4.15M | 0.05% | +129+2.0% | Added |
| Ieq Capital, LLC | 6,476 | $4.17M | 0.10% | +1,066+19.7% | Added |
| Gladstone Institutional Advisory LLC | 6,487 | $4.17M | 0.32% | +1,359+26.5% | Added |
| Sargent Bickham Lagudis LLC | 6,555 | $4.22M | 0.32% | −149−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,573 | $4.23M | 0.27% | −1,300−16.5% | Reduced |
| Vident Investment Advisory, LLC | 6,573 | $4.23M | 0.11% | +2,625+66.5% | Added |
| Canal Capital Management, LLC | 6,735 | $4.33M | 1.05% | −257−3.7% | Reduced |
| CIBC World Markets Inc. | 6,756 | $4.35M | 0.01% | −2,595−27.8% | Reduced |
| Weil Company, Inc. | 6,812 | $4.38M | 2.04% | −298−4.2% | Reduced |
| Veritable, L.P. | 6,811 | $4.38M | 0.06% | +60+0.9% | Added |
| O'Shares Investment Advisers, LLC | 6,837 | $4.40M | 0.31% | −1,694−19.9% | Reduced |
| Telemus Capital, LLC | 6,915 | $4.45M | 0.36% | −589−7.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,917 | $4.45M | 0.35% | −26−0.4% | Reduced |
| Palisade Capital Management LLC | 6,942 | $4.46M | 0.09% | −384−5.2% | Reduced |
| Van Leeuwen & Company, LLC | 6,984 | $4.49M | 2.52% | −2,096−23.1% | Reduced |
| EMJ Capital Ltd. | 7,000 | $4.50M | 17.46% | +7,000 | New |
| First Quadrant L P | 7,004 | $4.50M | 0.48% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 7,002 | $4.51M | 0.14% | +1,688+31.8% | Added |
| Applied Research Investments, LLC | 7,025 | $4.52M | 1.49% | +516+7.9% | Added |
| Stratos Wealth Partners, LTD. | 7,108 | $4.57M | 0.10% | +539+8.2% | Added |
| Motley Fool Asset Management LLC | 7,301 | $4.70M | 0.30% | +424+6.2% | Added |
| Spectrum Management Group, LLC | 7,382 | $4.75M | 0.68% | +740+11.1% | Added |
| Kestra Advisory Services, LLC | 7,393 | $4.75M | 0.05% | −385−4.9% | Reduced |
| Ocean Capital Management, LLC | 7,515 | $4.84M | 1.83% | −494−6.2% | Reduced |
| Aptus Capital Advisors, LLC | 7,568 | $4.87M | 0.17% | +778+11.5% | Added |
| Advent International Corp | 7,600 | $4.89M | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 7,602 | $4.89M | 0.56% | −178−2.3% | Reduced |
| Monograph Wealth Advisors, LLC | 7,651 | $4.92M | 1.24% | +7,651 | New |
| Kingfisher Capital LLC | 7,673 | $4.93M | 1.14% | +389+5.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,682 | $4.94M | 0.46% | +623+8.8% | Added |
| Kornitzer Capital Management Inc | 7,737 | $4.98M | 0.07% | −2,638−25.4% | Reduced |
| Harvest Fund Management Co., Ltd | 7,780 | $5.00M | 0.85% | +5,755+284.2% | Added |
| AtonRa Partners | 7,837 | $5.04M | 1.75% | −484−5.8% | Reduced |
| Legal Advantage Investments, Inc. | 7,887 | $5.07M | 3.44% | −538−6.4% | Reduced |
| AlphaCrest Capital Management LLC | 7,943 | $5.11M | 0.19% | +4,831+155.2% | Added |
| Bridgeway Capital Management, LLC | 7,970 | $5.13M | 0.10% | +3,600+82.4% | Added |
| Parallel Advisors, LLC | 8,011 | $5.15M | 0.19% | +417+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 8,051 | $5.18M | 0.09% | +1,623+25.2% | Added |
| Scotia Capital Inc. | 8,070 | $5.19M | 0.03% | +3,955+96.1% | Added |
| Morgan Jess S & Co Inc | 8,127 | $5.23M | 3.21% | −263−3.1% | Reduced |
| Corient Capital Partners, LLC | 8,214 | $5.28M | 0.35% | −290−3.4% | Reduced |
| Watchman Group, Inc. | 8,220 | $5.29M | 2.77% | −136−1.6% | Reduced |
| Virtue Capital Management, LLC | 8,456 | $5.44M | 0.80% | +110+1.3% | Added |
| AlphaStar Capital Management, LLC | 9,915 | $5.46M | 0.44% | −4,715−32.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,500 | $5.47M | 2.33% | +2,000+30.8% | Added |
| Assetmark, Inc | 8,550 | $5.50M | 0.02% | +7,641+840.6% | Added |
| Emerson Point Capital LP | 8,554 | $5.50M | 0.86% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,561 | $5.51M | 0.13% | +2,256+35.8% | Added |
| Bouvel Investment Partners, LLC | 8,639 | $5.56M | 3.12% | +66+0.8% | Added |
| Advisor Resource Council | 8,694 | $5.59M | 0.44% | +3,311+61.5% | Added |
| Independent Advisor Alliance | 8,725 | $5.61M | 0.28% | +466+5.6% | Added |
| Balasa Dinverno & Foltz LLC | 8,748 | $5.63M | 0.36% | −93−1.1% | Reduced |
| Conway Capital Management, Inc. | 8,758 | $5.63M | 3.31% | +2,355+36.8% | Added |
| First Hawaiian Bank | 8,761 | $5.63M | 0.17% | +1,081+14.1% | Added |