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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 8,762 | $5.64M | 0.76% | +1,955+28.7% | Added |
| Bamco Inc | 8,773 | $5.64M | 0.01% | +785+9.8% | Added |
| Everence Capital Management Inc | 8,780 | $5.65M | 0.42% | +780+9.8% | Added |
| IFP Advisors, Inc | 8,777 | $5.68M | 0.11% | −234−2.6% | Reduced |
| Alcosta Capital Management, Inc. | 8,840 | $5.69M | 3.42% | +8,840 | New |
| W Capital Management, LLC | 8,982 | $5.78M | 2.48% | +8,982 | New |
| Pinz Capital Management, LP | 9,000 | $5.79M | 2.23% | +8,900+8,900.0% | Added |
| Harbour Capital Advisors, LLC | 9,007 | $5.79M | 1.42% | −43−0.5% | Reduced |
| Parsons Capital Management Inc | 9,028 | $5.81M | 0.42% | −905−9.1% | Reduced |
| Sycomore Asset Management | 9,000 | $5.83M | 0.90% | +9,000 | New |
| Regentatlantic Capital LLC | 9,072 | $5.83M | 0.16% | +1,582+21.1% | Added |
| JustInvest LLC | 9,076 | $5.84M | 0.34% | +2,111+30.3% | Added |
| Rheos Capital Works Inc. | 9,100 | $5.85M | 0.26% | −39,800−81.4% | Reduced |
| Wetherby Asset Management Inc | 9,102 | $5.85M | 0.33% | −234−2.5% | Reduced |
| Kinneret Advisory, LLC | 9,142 | $5.88M | 0.61% | 00.0% | Unchanged |
| Advisor Partners LLC | 9,225 | $5.93M | 0.36% | +180+2.0% | Added |
| National Asset Management, Inc. | 9,256 | $5.95M | 0.17% | +395+4.5% | Added |
| Gotham Asset Management, LLC | 9,319 | $5.99M | 0.19% | −3,687−28.3% | Reduced |
| Raymond James Trust N.A. | 9,365 | $6.02M | 0.18% | +40.0% | Added |
| Vetamer Capital Management, L.P. | 9,373 | $6.03M | 3.05% | +9,373 | New |
| King Luther Capital Management Corp | 9,431 | $6.07M | 0.03% | +4,666+97.9% | Added |
| Equitable Trust Co | 9,583 | $6.16M | 0.38% | −1,055−9.9% | Reduced |
| Mastrapasqua Asset Management Inc | 9,614 | $6.18M | 0.61% | −33−0.3% | Reduced |
| HYA Advisors, Inc | 9,628 | $6.19M | 2.22% | +1,171+13.8% | Added |
| Greenleaf Trust | 9,698 | $6.24M | 0.07% | +833+9.4% | Added |
| Shannon River Fund Management LLC | 9,739 | $6.26M | 0.64% | +9,739 | New |
| Ameritas Investment Partners, Inc. | 9,905 | $6.37M | 0.21% | +415+4.4% | Added |
| LGT Fund Management Co Ltd. | 10,000 | $6.43M | 1.85% | +10,000 | New |
| Reliant Investment Management, LLC | 10,025 | $6.45M | 2.65% | −320−3.1% | Reduced |
| HAP Trading, LLC | 10,128 | $6.51M | 0.45% | +10,128 | New |
| Covenant Asset Management, LLC | 10,151 | $6.53M | 1.76% | +57+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,195 | $6.56M | 3.74% | −440−4.1% | Reduced |
| AE Wealth Management LLC | 10,249 | $6.59M | 0.05% | +93+0.9% | Added |
| Jacobs & Co | 10,301 | $6.63M | 0.69% | −472−4.4% | Reduced |
| First Citizens Bank & Trust Co | 10,318 | $6.64M | 0.26% | +792+8.3% | Added |
| Fiera Capital Corp | 10,400 | $6.69M | 0.02% | −150−1.4% | Reduced |
| Chicago Capital, LLC | 10,479 | $6.74M | 0.25% | −239−2.2% | Reduced |
| M. Kulyk & Associates, LLC | 10,478 | $6.74M | 1.74% | +590+6.0% | Added |
| American National Bank | 10,482 | $6.74M | 1.32% | −1,164−10.0% | Reduced |
| AO Asset Management, LP | 10,500 | $6.75M | 0.66% | +10,500 | New |
| Kenfarb & Co. | 10,526 | $6.77M | 4.95% | +10,526 | New |
| Redmond Asset Management, LLC | 10,555 | $6.79M | 1.90% | −253−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,610 | $6.82M | 0.10% | +3,920+58.6% | Added |
| Settian Capital LP | 10,650 | $6.85M | 5.92% | +10,650 | New |
| Group One Trading, L.P. | 10,656 | $6.85M | 0.13% | −11,444−51.8% | Reduced |
| NatWest Group plc | 10,725 | $6.90M | 3.55% | +2,764+34.7% | Added |
| Resonate Capital, LLC | 10,832 | $6.97M | 6.06% | +10,832 | New |
| Banco Santander, S.A. | 10,864 | $6.99M | 0.04% | −2,472−18.5% | Reduced |
| BTC Capital Management, Inc. | 10,861 | $6.99M | 0.69% | −30−0.3% | Reduced |
| Ethic Inc. | 11,092 | $7.13M | 0.55% | +3,142+39.5% | Added |
| Whittier Trust Co of Nevada Inc | 11,143 | $7.17M | 0.26% | +556+5.3% | Added |
| HM Payson & Co | 11,165 | $7.18M | 0.16% | −225−2.0% | Reduced |
| Tudor Investment Corp Et Al | 11,213 | $7.21M | 0.14% | +11,213 | New |
| Advisors Asset Management, Inc. | 11,354 | $7.30M | 0.10% | +1,275+12.7% | Added |
| NFJ Investment Group, LLC | 11,593 | $7.46M | 0.14% | 00.0% | Unchanged |
| Credit Agricole S A | 11,740 | $7.55M | 0.25% | +681+6.2% | Added |
| Financial Counselors Inc | 11,741 | $7.55M | 0.16% | −803−6.4% | Reduced |
| FourThought Financial, LLC | 11,769 | $7.57M | 0.95% | −1,878−13.8% | Reduced |
| Oppenheimer & Co Inc | 11,825 | $7.61M | 0.13% | −346−2.8% | Reduced |
| Aigen Investment Management, LP | 12,072 | $7.63M | 0.47% | +12,072 | New |
| Trust Co of Virginia | 11,910 | $7.66M | 0.76% | −378−3.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,945 | $7.68M | 0.52% | +3,635+43.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,974 | $7.70M | 0.28% | +625+5.5% | Added |
| Mercer Global Advisors Inc | 12,106 | $7.79M | 0.05% | −1,962−13.9% | Reduced |
| Impax Asset Management Group plc | 12,119 | $7.79M | 0.03% | +1,640+15.7% | Added |
| Graticule Asia Macro Advisors LLC | 12,134 | $7.80M | 3.63% | +12,134 | New |
| IndexIQ Advisors LLC | 12,213 | $7.86M | 0.26% | +165+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,342 | $7.94M | 0.39% | +1,673+15.7% | Added |
| PGGM Investments | 12,342 | $7.94M | 0.04% | +12,342 | New |
| Siemens Fonds Invest GmbH | 12,345 | $7.94M | 0.52% | +1,011+8.9% | Added |
| BOK Financial Private Wealth, Inc. | 12,353 | $7.95M | 0.55% | −122−1.0% | Reduced |
| Conning Inc. | 12,409 | $7.98M | 0.21% | −2,504−16.8% | Reduced |
| Avantax Advisory Services, Inc. | 12,385 | $7.98M | 0.12% | +1,022+9.0% | Added |
| American Money Management, LLC | 12,412 | $7.98M | 2.07% | −255−2.0% | Reduced |
| Jane Street Group, LLC | 12,485 | $8.03M | 0.02% | −78,031−86.2% | Reduced |
| Logan Capital Management Inc | 12,720 | $8.18M | 0.35% | −103−0.8% | Reduced |
| XXEC, Inc. | 16,063 | $8.29M | 7.07% | −77−0.5% | Reduced |
| Nomura Holdings Inc | 12,901 | $8.30M | 0.05% | +7,187+125.8% | Added |
| Fundsmith Investment Services Ltd. | 13,121 | $8.44M | 4.59% | +11+0.1% | Added |
| E. Ohman J:or Asset Management AB | 13,184 | $8.48M | 0.24% | +800+6.5% | Added |
| Montag A & Associates Inc | 13,230 | $8.51M | 0.42% | +248+1.9% | Added |
| Advisory Services Network, LLC | 13,259 | $8.53M | 0.25% | +1,036+8.5% | Added |
| Amica Mutual Insurance Co | 13,346 | $8.58M | 0.73% | −337−2.5% | Reduced |
| Tenere Capital LLC | 13,587 | $8.74M | 3.47% | +13,587 | New |
| Elk River Wealth Management, LLC | 13,606 | $8.75M | 1.98% | +167+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,616 | $8.76M | 0.17% | +256+1.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,852 | $8.91M | 0.01% | −2,699−16.3% | Reduced |
| AXS Investments LLC | 13,866 | $8.92M | 2.11% | +13,866 | New |
| HighTower Trust Services, LTA | 13,886 | $8.93M | 0.87% | −37−0.3% | Reduced |
| Meristem Family Wealth, LLC | 13,902 | $8.94M | 0.77% | +3,434+32.8% | Added |
| North Fourth Asset Management, LP | 14,000 | $9.01M | 3.15% | +700+5.3% | Added |
| Eagle Capital Management, LLC | 14,034 | $9.03M | 2.36% | −224−1.6% | Reduced |
| Biltmore Family Office, LLC | 14,045 | $9.03M | 1.72% | +14,045 | New |
| Broadleaf Partners, LLC | 14,065 | $9.05M | 2.78% | +4,591+48.5% | Added |
| Bailard, Inc. | 14,104 | $9.07M | 0.29% | +49+0.3% | Added |
| Oak Ridge Investments LLC | 14,323 | $9.21M | 0.78% | −219−1.5% | Reduced |
| Carmignac Gestion | 14,428 | $9.28M | 0.13% | −307−2.1% | Reduced |
| Private Advisor Group, LLC | 14,447 | $9.29M | 0.07% | −5,571−27.8% | Reduced |
| ExodusPoint Capital Management, LP | 14,459 | $9.30M | 0.11% | +14,459 | New |
| Hantz Financial Services, Inc. | 14,516 | $9.34M | 0.27% | +515+3.7% | Added |