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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
Cornerstone Advisory, LLC75$48.0K0.01%+75New
Solstein Capital, LLC76$49.0K0.03%00.0%Unchanged
Clearview Wealth Advisors LLC76$49.0K0.03%−1−1.3%Reduced
O'Dell Group, LLC80$51.0K0.01%−30−27.3%Reduced
Dark Forest Capital Management LP80$51.0K0.02%+80New
EverSource Wealth Advisors, LLC84$54.0K0.02%+84New
Toth Financial Advisory Corp89$57.0K0.01%−90−50.3%Reduced
Laurel Wealth Advisors LLC89$57.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC90$58.0K0.01%−110−55.0%Reduced
Close Asset Management Ltd92$59.0K0.00%00.0%Unchanged
FAI Wealth Management100$64.0K0.05%00.0%Unchanged
Stonebridge Capital Advisors LLC99$64.0K0.01%+13+15.1%Added
West Paces Advisors Inc.100$64.3K0.02%00.0%Unchanged
Archer Investment Corp102$65.6K0.02%+102New
Prestige Wealth Management Group LLC105$68.0K0.02%00.0%Unchanged
Piscataqua Savings Bank107$69.0K0.05%+10+10.3%Added
Arlington Partners LLC110$71.0K0.02%+110New
First Manhattan Co115$73.0K0.00%00.0%Unchanged
Canton Hathaway, LLC114$73.0K0.02%00.0%Unchanged
Norway Savings Bank116$75.0K0.03%00.0%Unchanged
Center for Financial Planning, Inc.117$75.0K0.02%+2+1.7%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.120$77.0K0.04%−130−52.0%Reduced
Rockbridge Investment Management, LCC122$78.0K0.01%+67+121.8%Added
Washington Trust Co125$80.0K0.00%−49−28.2%Reduced
Private Capital Group, LLC129$83.0K0.02%−6−4.4%Reduced
Manchester Capital Management LLC129$83.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC144$93.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc148$95.0K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC151$97.0K0.00%−13−7.9%Reduced
Aquire Wealth Advisors, LLC157$101.0K0.05%+157New
Total Clarity Wealth Management, Inc.163$105.0K0.05%+10+6.5%Added
PFG Private Wealth Management, LLC164$105.0K0.05%+157+2,242.9%Added
Confluence Wealth Services, Inc.164$105.0K0.03%+164New
Salem Investment Counselors Inc168$108.0K0.00%+17+11.3%Added
United Community Bank177$113.8K0.11%+177New
Carolinas Wealth Consulting LLC179$115.0K0.03%+7+4.1%Added
Harbor Investment Advisory, LLC179$115.0K0.01%+27+17.8%Added
Emerald Mutual Fund Advisers Trust180$116.0K0.00%+180New
Geo Capital Gestora de Recursos Ltd182$117.0K0.06%−14−7.1%Reduced
Blue Chip Partners, Inc.182$117.0K0.01%+182New
Proequities, Inc.189$122.0K0.01%−21−10.0%Reduced
Versant Capital Management, Inc190$122.0K0.04%−1−0.5%Reduced
Concord Wealth Partners190$122.0K0.03%+84+79.2%Added
Allworth Financial LP192$123.0K0.00%+56+41.2%Added
Sutton Wealth Advisors Inc.192$123.5K0.04%00.0%Unchanged
Birch Capital Management, LLC197$127.0K0.08%00.0%Unchanged
Plante Moran Financial Advisors, LLC201$129.0K0.02%−26−11.5%Reduced
Truehand, Inc200$129.0K0.08%00.0%Unchanged
Bell Investment Advisors, Inc200$129.0K0.04%+14+7.5%Added
Equitec Proprietary Markets, LLC200$129.0K0.07%+200New
Jackson, Grant Investment Advisers, Inc.205$132.0K0.07%00.0%Unchanged
Islay Capital Management, LLC205$132.0K0.10%00.0%Unchanged
Corsicana & Co.205$132.0K0.08%00.0%Unchanged
Hillsdale Investment Management Inc.226$145.0K0.01%00.0%Unchanged
Delta Asset Management LLC228$147.0K0.01%00.0%Unchanged
KB Financial Partners, LLC229$147.0K0.04%+229New
Hexagon Capital Partners LLC232$149.0K0.04%00.0%Unchanged
Belpointe Asset Management LLC237$153.0K0.01%+237New
Jones Financial Companies LLLP253$163.0K0.00%+30+13.5%Added
Harbour Investments, Inc.258$166.0K0.01%−211−45.0%Reduced
Sandy Cove Advisors, LLC259$167.0K0.14%+259New
Marshall Wace, LLP262$169.0K0.00%+262New
Heritage Wealth Advisors268$172.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC268$172.0K0.03%+15+5.9%Added
Atticus Wealth Management, LLC272$175.0K0.07%−95−25.9%Reduced
Glassman Wealth Services275$177.0K0.03%+45+19.6%Added
Pinnacle Bancorp, Inc.285$183.0K0.06%−9−3.1%Reduced
Freedman Financial Associates, Inc.287$185.0K0.13%00.0%Unchanged
Cedar Wealth Management, LLC290$187.0K0.08%00.0%Unchanged
Reilly Financial Advisors, LLC295$190.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.296$191.0K0.10%+296New
Sage Private Wealth Group, LLC313$201.0K0.25%−19−5.7%Reduced
Wealth Enhancement Advisory Services, LLC367$202.0K0.00%−6,933−95.0%Reduced
Aprio Wealth Management, LLC314$202.0K0.08%+314New
Advanced Asset Management Advisors Inc315$203.0K0.04%+315New
Hollow Brook Wealth Management LLC315$203.0K0.10%+315New
Pacific Capital Wealth Advisors, Inc316$203.0K0.06%+316New
Manteio Capital LLC315$203.0K0.26%+315New
Massmutual Trust Co FSB318$205.0K0.01%+31+10.8%Added
DC Investments Management, LLC321$206.0K0.29%+321New
Maven Securities LTD320$206.0K0.03%+320New
Bruderman Asset Management, LLC320$206.0K0.16%+320New
NovaPoint Capital, LLC321$206.0K0.07%+321New
C2C Wealth Management, LLC321$206.0K0.03%+321New
Kathmere Capital Management, LLC325$209.0K0.04%−62−16.0%Reduced
Formidable Asset Management, LLC336$210.0K0.04%+336New
Holderness Investments Co328$211.0K0.06%+328New
Palladiem, LLC329$212.0K0.17%+329New
Lake Street Financial LLC330$212.0K0.04%+330New
U.S. Capital Wealth Advisors, LLC329$212.0K0.01%+329New
Prana Capital Management, LP332$214.0K0.02%+332New
Bank of Stockton335$215.0K0.06%−60−15.2%Reduced
WMS Partners, LLC336$216.0K0.05%+336New
Ground Swell Capital, LLC337$217.0K1.26%−454−57.4%Reduced
Kovack Advisors, Inc.338$217.0K0.02%+338New
Menard Financial Group LLC337$217.0K0.18%+337New
Fulton Breakefield Broenniman LLC340$219.0K0.02%+340New
BEAM Asset Management, LLC342$220.0K0.25%+342New
Prentice Wealth Management LLC342$221.0K0.10%00.0%Unchanged
XR Securities LLC343$221.0K0.03%+343New