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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 14,597 | $9.39M | 1.99% | +14,597 | New |
| Trust Co of Vermont | 14,781 | $9.51M | 0.60% | +398+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,786 | $9.51M | 0.04% | +1,776+13.7% | Added |
| People's United Financial, Inc. | 14,841 | $9.55M | 0.23% | +850+6.1% | Added |
| Navellier & Associates Inc | 15,167 | $9.76M | 1.42% | +854+6.0% | Added |
| Chartwell Investment Partners, LLC | 15,269 | $9.82M | 0.29% | −2,963−16.3% | Reduced |
| Cypress Capital Group | 15,269 | $9.82M | 1.23% | −30−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 15,486 | $9.96M | 0.20% | −17,355−52.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,501 | $9.97M | 0.29% | −326−2.1% | Reduced |
| Essex Investment Management Co LLC | 15,505 | $9.97M | 1.14% | 00.0% | Unchanged |
| Karani Asset Management LLC | 15,523 | $9.98M | 4.94% | −1,478−8.7% | Reduced |
| Pitcairn Co | 15,656 | $10.1M | 0.65% | −951−5.7% | Reduced |
| Polar Asset Management Partners Inc. | 15,708 | $10.1M | 0.12% | +14,512+1,213.4% | Added |
| Account Management LLC | 15,739 | $10.1M | 8.74% | +15,739 | New |
| Dowling & Yahnke LLC | 15,892 | $10.2M | 0.49% | −393−2.4% | Reduced |
| GWM Advisors LLC | 16,098 | $10.4M | 0.16% | +5,180+47.4% | Added |
| Freemont Management S.A. | 16,100 | $10.4M | 2.72% | 00.0% | Unchanged |
| CIBC World Markets Corp | 16,288 | $10.5M | 0.06% | −9,887−37.8% | Reduced |
| Thrivent Financial for Lutherans | 16,946 | $10.6M | 0.02% | −68,264−80.1% | Reduced |
| Davenport & Co LLC | 16,860 | $10.8M | 0.07% | +3,779+28.9% | Added |
| Peapack Gladstone Financial Corp | 16,912 | $10.9M | 0.21% | +53+0.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 16,917 | $10.9M | 0.51% | +4,888+40.6% | Added |
| Anderson Hoagland & Co | 20,401 | $10.9M | 1.43% | +1,070+5.5% | Added |
| Fifth Third Bancorp | 17,082 | $11.0M | 0.04% | +2,059+13.7% | Added |
| Stonebridge Capital Management Inc | 17,263 | $11.1M | 3.86% | −359−2.0% | Reduced |
| Harvest Volatility Management LLC | 17,264 | $11.1M | 0.56% | +4,659+37.0% | Added |
| New Mexico Educational Retirement Board | 17,278 | $11.1M | 0.37% | −600−3.4% | Reduced |
| Andra AP-fonden | 17,500 | $11.3M | 0.23% | −6,700−27.7% | Reduced |
| Kentucky Retirement Systems | 17,542 | $11.3M | 0.46% | +1,750+11.1% | Added |
| McKinley Carter Wealth Services, Inc. | 17,578 | $11.3M | 0.84% | −100−0.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,832 | $11.5M | 0.47% | +169+1.0% | Added |
| First Horizon Advisors, Inc. | 17,859 | $11.5M | 0.35% | −348−1.9% | Reduced |
| Addenda Capital Inc. | 17,876 | $11.5M | 0.49% | +392+2.2% | Added |
| Donaldson Capital Management, LLC | 17,900 | $11.5M | 0.51% | −192−1.1% | Reduced |
| Sit Investment Associates Inc | 17,904 | $11.5M | 0.27% | +26+0.1% | Added |
| Glenmede Trust Co NA | 17,913 | $11.5M | 0.05% | +139+0.8% | Added |
| TD Private Client Wealth LLC | 18,066 | $11.6M | 0.48% | −1,632−8.3% | Reduced |
| Banque Cantonale Vaudoise | 18,389 | $11.8M | 0.46% | +2,935+19.0% | Added |
| MML Investors Services, LLC | 18,496 | $11.9M | 0.09% | +1,262+7.3% | Added |
| Oppenheimer Asset Management Inc. | 18,612 | $12.0M | 0.16% | −1,423−7.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 18,625 | $12.0M | 0.18% | +7,475+67.0% | Added |
| Engineers Gate Manager LP | 18,826 | $12.1M | 0.54% | +18,826 | New |
| GHP Investment Advisors, Inc. | 18,928 | $12.2M | 0.86% | −1,322−6.5% | Reduced |
| Crossmark Global Holdings, Inc. | 19,040 | $12.2M | 0.27% | +55+0.3% | Added |
| First Long Island Investors, LLC | 19,100 | $12.3M | 0.97% | −2,200−10.3% | Reduced |
| Atria Investments LLC | 19,222 | $12.4M | 0.22% | +2,854+17.4% | Added |
| Trillium Asset Management, LLC | 19,229 | $12.4M | 0.29% | +422+2.2% | Added |
| Los Angeles Capital Management LLC | 19,374 | $12.5M | 0.05% | −14,886−43.5% | Reduced |
| Sara-Bay Financial | 19,383 | $12.5M | 3.74% | +291+1.5% | Added |
| Meeder Asset Management Inc | 19,390 | $12.5M | 1.25% | −8,263−29.9% | Reduced |
| Wealthfront Advisers LLC | 19,423 | $12.5M | 0.05% | +3,287+20.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 19,460 | $12.5M | 1.35% | −400−2.0% | Reduced |
| Simplex Trading, LLC | 19,946 | $12.8M | 0.42% | −4,311−17.8% | Reduced |
| UBS Oconnor LLC | 20,000 | $12.9M | 0.12% | +20,000 | New |
| Teachers Retirement System of the State of Kentucky | 20,050 | $12.9M | 0.11% | 00.0% | Unchanged |
| Allstate Corp | 20,165 | $13.0M | 0.25% | +11,559+134.3% | Added |
| Wolverine Trading, LLC | 20,268 | $13.0M | 0.18% | −5,772−22.2% | Reduced |
| Maryland State Retirement & Pension System | 20,390 | $13.1M | 0.34% | +922+4.7% | Added |
| Headinvest, LLC | 20,409 | $13.1M | 2.33% | −400−1.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 20,430 | $13.1M | 0.62% | +5,740+39.1% | Added |
| Elo Mutual Pension Insurance Co | 20,495 | $13.2M | 0.36% | +1,350+7.1% | Added |
| Cohen Klingenstein LLC | 20,600 | $13.3M | 0.52% | 00.0% | Unchanged |
| Central Bank & Trust Co | 20,767 | $13.4M | 2.06% | −1,204−5.5% | Reduced |
| Illinois Municipal Retirement Fund | 20,801 | $13.4M | 0.37% | +13,488+184.4% | Added |
| Cerity Partners LLC | 20,809 | $13.4M | 0.20% | +1,470+7.6% | Added |
| Copeland Capital Management, LLC | 20,877 | $13.4M | 0.35% | −1,681−7.5% | Reduced |
| Sheets Smith Wealth Management | 20,930 | $13.5M | 1.67% | −45−0.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 20,971 | $13.5M | 1.21% | −140−0.7% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $13.5M | 0.73% | 00.0% | Unchanged |
| Huntington National Bank | 21,004 | $13.5M | 0.12% | −719−3.3% | Reduced |
| Exencial Wealth Advisors, LLC | 21,118 | $13.6M | 0.66% | −7,440−26.1% | Reduced |
| Rockefeller Capital Management L.P. | 21,150 | $13.6M | 0.06% | −495−2.3% | Reduced |
| Carderock Capital Management Inc | 21,408 | $13.8M | 3.31% | +399+1.9% | Added |
| MUFG Securities EMEA plc | 21,500 | $13.8M | 0.29% | +21,500 | New |
| Bishop Rock Capital, L.P. | 21,802 | $14.0M | 4.19% | +2,889+15.3% | Added |
| Segment Wealth Management, LLC | 21,974 | $14.1M | 1.48% | +30.0% | Added |
| Commerce Bank | 22,084 | $14.2M | 0.09% | −35−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 22,380 | $14.4M | 1.69% | +435+2.0% | Added |
| Arcadia Investment Management Corp | 22,477 | $14.5M | 2.42% | −650−2.8% | Reduced |
| Oribel Capital Management, LP | 22,500 | $14.5M | 1.20% | −14,600−39.4% | Reduced |
| Quest Investment Management LLC | 22,529 | $14.5M | 1.24% | −3,268−12.7% | Reduced |
| Tocqueville Asset Management L.P. | 22,735 | $14.6M | 0.20% | −478−2.1% | Reduced |
| Moore Capital Management, LP | 22,770 | $14.6M | 0.37% | −42,640−65.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 22,956 | $14.8M | 1.28% | −1,064−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,806 | $15.3M | 0.03% | +605+2.6% | Added |
| Congress Wealth Management LLC | 23,877 | $15.4M | 0.31% | +23,877 | New |
| Gratus Capital LLC | 24,227 | $15.6M | 1.45% | +984+4.2% | Added |
| Securian Asset Management, Inc | 24,407 | $15.7M | 0.29% | +717+3.0% | Added |
| Liberty Capital Management, Inc. | 24,608 | $15.8M | 4.27% | −839−3.3% | Reduced |
| Steel Peak Wealth Management LLC | 24,944 | $16.0M | 0.97% | −720−2.8% | Reduced |
| Maytus Capital Management, LLC | 25,000 | $16.1M | 3.72% | −5,000−16.7% | Reduced |
| CIBC Private Wealth Group, LLC | 25,043 | $16.1M | 0.03% | +742+3.1% | Added |
| Northstar Asset Management Inc | 25,168 | $16.2M | 4.07% | −2,808−10.0% | Reduced |
| Patten & Patten Inc | 25,175 | $16.2M | 1.12% | −451−1.8% | Reduced |
| Paloma Partners Management Co | 25,312 | $16.3M | 0.52% | +25,312 | New |
| Alley Co LLC | 25,372 | $16.3M | 2.59% | +158+0.6% | Added |
| HFR Wealth Management, LLC | 25,568 | $16.4M | 4.13% | +91+0.4% | Added |
| Shelton Capital Management | 26,074 | $16.8M | 0.60% | −272−1.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 26,082 | $16.8M | 0.49% | +4,071+18.5% | Added |
| Industrial Alliance Investment Management Inc. | 26,379 | $17.0M | 0.39% | +26,379 | New |