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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 469 | $302.0K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 470 | $302.0K | 0.01% | +54+13.0% | Added |
| IMPACTfolio, LLC | 469 | $302.0K | 0.26% | +469 | New |
| Marotta Asset Management | 471 | $303.0K | 0.07% | −41−8.0% | Reduced |
| Teamwork Financial Advisors, LLC | 472 | $304.0K | 0.06% | −97−17.0% | Reduced |
| Sloy Dahl & Holst, LLC | 563 | $304.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 473 | $304.0K | 0.11% | +8+1.7% | Added |
| Bordeaux Wealth Advisors LLC | 473 | $304.0K | 0.14% | +473 | New |
| Independent Financial Group, LLC | 473 | $304.2K | 0.03% | −167−26.1% | Reduced |
| Kaizen Financial Strategies | 477 | $307.0K | 0.23% | −11−2.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 477 | $307.0K | 0.00% | +477 | New |
| Koshinski Asset Management, Inc. | 479 | $308.1K | 0.02% | −1−0.2% | Reduced |
| Summit Financial, LLC | 481 | $309.4K | 0.02% | +62+14.8% | Added |
| Clear Harbor Asset Management, LLC | 483 | $311.0K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 487 | $313.0K | 0.06% | +58+13.5% | Added |
| Cooper Financial Group | 487 | $313.0K | 0.12% | +65+15.4% | Added |
| Carmel Capital Partners, LLC | 487 | $313.0K | 0.23% | +487 | New |
| Retirement Capital Strategies | 489 | $315.0K | 0.12% | +55+12.7% | Added |
| J.W. Cole Advisors, Inc. | 490 | $315.0K | 0.02% | +490 | New |
| Associated Banc-Corp | 493 | $317.0K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 494 | $318.0K | 0.20% | +5+1.0% | Added |
| Tranquility Partners, LLC | 498 | $320.0K | 0.15% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $320.0K | 0.02% | 00.0% | Unchanged |
| Altrafin AG | 500 | $321.6K | 0.12% | +500 | New |
| Reinhart Partners, Inc. | 500 | $322.0K | 0.02% | −100−16.7% | Reduced |
| Guyasuta Investment Advisors Inc | 500 | $322.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $322.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 500 | $322.0K | 0.05% | 00.0% | Unchanged |
| Next Capital Management LLC | 500 | $322.0K | 0.22% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $322.0K | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 500 | $322.0K | 0.00% | +500 | New |
| Enlightenment Research, LLC | 500 | $322.0K | 0.46% | +500 | New |
| Blackston Financial Advisory Group, LLC | 500 | $322.0K | 0.19% | +500 | New |
| Fundamentun, LLC | 504 | $324.0K | 0.05% | −393−43.8% | Reduced |
| MA Private Wealth | 504 | $324.0K | 0.06% | 00.0% | Unchanged |
| Private Advisory Group LLC | 506 | $325.0K | 0.07% | +506 | New |
| Howe & Rusling Inc | 510 | $328.0K | 0.04% | +150+41.7% | Added |
| FORA Capital, LLC | 513 | $330.0K | 0.13% | +513 | New |
| PDS Planning, Inc | 514 | $331.0K | 0.06% | −1−0.2% | Reduced |
| Sunflower Bank, N.A. | 518 | $333.0K | 0.04% | +50+10.7% | Added |
| Ausdal Financial Partners, Inc. | 517 | $333.0K | 0.04% | +93+21.9% | Added |
| Ameritas Advisory Services, LLC | 519 | $334.0K | 0.01% | +519 | New |
| Synovus Financial Corp | 519 | $335.0K | 0.00% | −67−11.4% | Reduced |
| Carroll Financial Associates, Inc. | 514 | $335.0K | 0.02% | −11−2.1% | Reduced |
| Redwood Investment Management, LLC | 521 | $335.0K | 0.04% | +521 | New |
| Financial Advisors Network, Inc. | 523 | $336.0K | 0.08% | +7+1.4% | Added |
| Ssi Investment Management LLC | 523 | $336.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 522 | $336.0K | 0.03% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 527 | $339.0K | 0.00% | +66+14.3% | Added |
| Brendel Financial Advisors LLC | 529 | $340.0K | 0.18% | +529 | New |
| Altshuler Shaham Ltd | 530 | $341.0K | 0.01% | −89−14.4% | Reduced |
| We Are One Seven, LLC | 530 | $341.0K | 0.04% | +2+0.4% | Added |
| Lakeview Capital Partners, LLC | 531 | $342.0K | 0.20% | 00.0% | Unchanged |
| Riverview Trust Co | 533 | $343.0K | 0.20% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 533 | $343.0K | 0.09% | +101+23.4% | Added |
| Essex Savings Bank | 535 | $344.0K | 0.12% | −122−18.6% | Reduced |
| Wedmont Private Capital | 622 | $344.0K | 0.11% | +622 | New |
| Grimes & Company, Inc. | 538 | $346.0K | 0.02% | +47+9.6% | Added |
| Advisors Capital Management, LLC | 540 | $347.0K | 0.01% | −41−7.1% | Reduced |
| Intelligent Financial Strategies | 540 | $347.0K | 0.31% | +540 | New |
| Perpetual Investment Management Ltd | 544 | $350.0K | 0.04% | +544 | New |
| Hancock Whitney Investment Services Inc. | 543 | $352.0K | 0.06% | +543 | New |
| Marcum Wealth, LLC | 551 | $354.0K | 0.05% | −24−4.2% | Reduced |
| New England Research & Management, Inc. | 550 | $354.0K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 551 | $354.0K | 0.08% | +81+17.2% | Added |
| LifeSteps Financial, Inc. | 554 | $356.0K | 0.25% | −21−3.7% | Reduced |
| Krane Funds Advisors LLC | 555 | $357.0K | 0.01% | −206−27.1% | Reduced |
| First Pacific Advisors, LP | 555 | $357.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Management | 555 | $357.0K | 0.02% | +63+12.8% | Added |
| Advisory Resource Group | 644 | $358.0K | 0.12% | +644 | New |
| Summit Trail Advisors, LLC | 558 | $359.0K | 0.02% | +41+7.9% | Added |
| Crestone Asset Management LLC | 563 | $362.0K | 0.07% | −283−33.5% | Reduced |
| Full Sail Capital, LLC | 700 | $362.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 565 | $363.0K | 0.07% | −97−14.7% | Reduced |
| Wealthcare Advisory Partners LLC | 568 | $366.0K | 0.02% | +568 | New |
| Natixis Investment Managers International | 571 | $367.0K | 0.02% | −218−27.6% | Reduced |
| Schnieders Capital Management LLC | 570 | $367.0K | 0.09% | −132−18.8% | Reduced |
| Cedar Mountain Advisors, LLC | 576 | $370.0K | 0.11% | +1+0.2% | Added |
| Johanson Financial Advisors, Inc. | 576 | $371.0K | 0.11% | +11+1.9% | Added |
| Intelligence Driven Advisers, LLC | 720 | $372.0K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 580 | $373.0K | 0.09% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 581 | $374.0K | 0.11% | −68−10.5% | Reduced |
| Verity Asset Management, Inc. | 586 | $377.0K | 0.22% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 590 | $379.0K | 0.32% | −50−7.8% | Reduced |
| Convergence Investment Partners, LLC | 591 | $380.0K | 0.19% | +85+16.8% | Added |
| Valtinson Bruner Financial Planning LLC | 600 | $386.0K | 0.21% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $386.0K | 0.12% | −2−0.3% | Reduced |
| Westwood Management Corp | 600 | $386.0K | 0.03% | 00.0% | Unchanged |
| Palladium Partners LLC | 600 | $386.0K | 0.02% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $386.0K | 0.09% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $386.0K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $386.0K | 0.26% | 00.0% | Unchanged |
| Main Street Research LLC | 600 | $386.0K | 0.03% | +75+14.3% | Added |
| Grove Bank & Trust | 601 | $387.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 603 | $388.0K | 0.03% | −16−2.6% | Reduced |
| Sather Financial Group Inc | 604 | $389.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 604 | $389.0K | 0.14% | +604 | New |
| CV Advisors LLC | 604 | $389.0K | 0.22% | +604 | New |
| Southern Capital Advisors, LLC | 607 | $390.0K | 0.24% | +607 | New |
| TCTC Holdings, LLC | 607 | $391.0K | 0.02% | 00.0% | Unchanged |