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 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 608 | $391.0K | 0.39% | +608 | New |
| Emerald Advisers, LLC | 610 | $392.0K | 0.01% | +610 | New |
| Cross Staff Investments Inc | 610 | $392.0K | 0.35% | +610 | New |
| Moors & Cabot, Inc. | 611 | $393.0K | 0.02% | +25+4.3% | Added |
| Prelude Capital Management, LLC | 613 | $394.0K | 0.02% | −3,787−86.1% | Reduced |
| RMB Capital Management, LLC | 612 | $394.0K | 0.01% | −6−1.0% | Reduced |
| Altfest L J & Co Inc | 614 | $395.0K | 0.08% | −76−11.0% | Reduced |
| Curated Wealth Partners LLC | 619 | $398.0K | 0.13% | −71−10.3% | Reduced |
| Sonora Investment Management Group, LLC | 620 | $399.0K | 0.05% | +620 | New |
| Camden National Bank | 622 | $400.0K | 0.07% | +14+2.3% | Added |
| Vahanian & Associates Financial Planning Inc. | 625 | $402.0K | 0.32% | +625 | New |
| Eagle Strategies LLC | 625 | $402.0K | 0.16% | +625 | New |
| Wade Financial Advisory, Inc | 626 | $403.0K | 0.21% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 627 | $403.0K | 0.03% | +10+1.6% | Added |
| SkyView Investment Advisors, LLC | 3,096 | $403.0K | 0.09% | +2,646+588.0% | Added |
| Avestar Capital, LLC | 626 | $403.0K | 0.07% | +626 | New |
| Blueprint Investment Partners LLC | 629 | $404.6K | 0.10% | +77+13.9% | Added |
| Leavell Investment Management, Inc. | 630 | $405.0K | 0.03% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $405.0K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 630 | $405.0K | 0.11% | +213+51.1% | Added |
| Frontier Wealth Management LLC | 632 | $407.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 633 | $407.0K | 0.17% | +18+2.9% | Added |
| Synergy Financial Group, LTD | 635 | $408.0K | 0.37% | +635 | New |
| Aj Wealth Strategies, LLC | 636 | $409.0K | 0.02% | −348−35.4% | Reduced |
| Latitude Advisors, LLC | 638 | $410.0K | 0.11% | +1+0.2% | Added |
| BNC Wealth Management, LLC | 641 | $412.0K | 0.19% | +641 | New |
| One Capital Management, LLC | 650 | $418.0K | 0.03% | −41−5.9% | Reduced |
| Legacy Wealth Management, LLC | 650 | $418.1K | 0.21% | 00.0% | Unchanged |
| State of Wyoming | 652 | $419.0K | 0.19% | −184−22.0% | Reduced |
| Tarbox Family Office, Inc. | 655 | $421.0K | 0.07% | +3+0.5% | Added |
| Valeo Financial Advisors, LLC | 655 | $421.0K | 0.02% | +93+16.5% | Added |
| Red Door Wealth Management, LLC | 661 | $425.0K | 0.14% | −22−3.2% | Reduced |
| Yorktown Management & Research Co Inc | 660 | $425.0K | 0.29% | 00.0% | Unchanged |
| Concentrum Wealth Management | 665 | $428.0K | 0.23% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $429.0K | 0.06% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $434.0K | 0.06% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $434.0K | 0.09% | 00.0% | Unchanged |
| JSF Financial, LLC | 675 | $434.0K | 0.21% | +19+2.9% | Added |
| Graypoint LLC | 675 | $434.0K | 0.05% | +79+13.3% | Added |
| Cedar Brook Financial Partners, LLC | 674 | $434.0K | 0.11% | +125+22.8% | Added |
| Gitterman Wealth Management, LLC | 678 | $435.0K | 0.32% | +678 | New |
| Aevitas Wealth Management, Inc. | 677 | $436.0K | 0.26% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 680 | $437.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 681 | $438.0K | 0.12% | −43−5.9% | Reduced |
| Financial Architects, Inc | 681 | $438.0K | 0.06% | +64+10.4% | Added |
| Walter & Keenan Financial Consulting Co | 682 | $439.0K | 0.14% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 686 | $441.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 692 | $445.0K | 0.21% | −8−1.1% | Reduced |
| Circle Wealth Management, LLC | 692 | $445.0K | 0.06% | +15+2.2% | Added |
| Silphium Asset Management Ltd | 694 | $446.4K | 0.43% | −550−44.2% | Reduced |
| Legacy Bridge, LLC | 695 | $447.0K | 0.23% | −125−15.2% | Reduced |
| First Affirmative Financial Network | 694 | $447.0K | 0.41% | −9−1.3% | Reduced |
| Oxbow Advisors, LLC | 697 | $448.0K | 0.04% | +207+42.2% | Added |
| Cim Investment Mangement Inc | 697 | $448.0K | 0.13% | +697 | New |
| ICICI Prudential Asset Management Co Ltd | 698 | $449.0K | 0.06% | +698 | New |
| Meadow Creek Wealth Advisors LLC | 699 | $449.0K | 0.42% | +699 | New |
| Halbert Hargrove Global Advisors, LLC | 702 | $452.0K | 0.03% | −18−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 705 | $453.5K | 0.12% | +396+128.2% | Added |
| Bernardo Wealth Planning LLC | 718 | $461.0K | 0.23% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 717 | $462.0K | 0.09% | +188+35.5% | Added |
| Americana Partners, LLC | 722 | $464.0K | 0.08% | −94−11.5% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $466.0K | 0.12% | 00.0% | Unchanged |
| Family Firm, Inc. | 728 | $468.0K | 0.12% | 00.0% | Unchanged |
| Geller Advisors LLC | 728 | $468.0K | 0.09% | +17+2.4% | Added |
| TCI Wealth Advisors, Inc. | 729 | $469.0K | 0.07% | −240−24.8% | Reduced |
| MONECO Advisors, LLC | 877 | $470.0K | 0.18% | −61−6.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 731 | $470.0K | 0.01% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $470.8K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 749 | $473.0K | 0.14% | +104+16.1% | Added |
| Washington Trust Advisors, Inc. | 736 | $473.0K | 0.03% | +736 | New |
| Snowden Capital Advisors LLC | 738 | $474.0K | 0.02% | −645−46.6% | Reduced |
| Baker Avenue Asset Management, LP | 738 | $475.0K | 0.02% | +738 | New |
| Vigilare Wealth Management | 743 | $478.0K | 0.28% | +81+12.2% | Added |
| Quest Capital Management Inc | 744 | $479.0K | 0.08% | −185−19.9% | Reduced |
| Bragg Financial Advisors, Inc | 890 | $480.0K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 743 | $480.0K | 0.03% | −30−3.9% | Reduced |
| Ellevest, Inc. | 746 | $480.0K | 0.04% | −1−0.1% | Reduced |
| Kings Point Capital Management | 748 | $481.0K | 0.04% | +3+0.4% | Added |
| Gill Capital Partners, LLC | 750 | $483.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 753 | $484.0K | 0.08% | +203+36.9% | Added |
| Thomasville National Bank | 752 | $484.0K | 0.05% | +752 | New |
| BlueSky Wealth Advisors, LLC | 755 | $486.0K | 0.09% | 00.0% | Unchanged |
| Inverness Counsel LLC | 757 | $487.0K | 0.02% | −353−31.8% | Reduced |
| Orchard Capital Managment, LLC | 759 | $488.0K | 0.14% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 761 | $489.0K | 0.05% | +761 | New |
| Alpha Omega Wealth Management LLC | 888 | $491.0K | 0.08% | 00.0% | Unchanged |
| Tufton Capital Management | 765 | $492.0K | 0.08% | −60−7.3% | Reduced |
| Front Barnett Associates LLC | 770 | $495.0K | 0.05% | 00.0% | Unchanged |
| Wildcat Capital Management, LLC | 769 | $495.0K | 0.08% | +769 | New |
| Royal Fund Management, LLC | 774 | $497.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 773 | $497.0K | 0.15% | +77+11.1% | Added |
| Robertson Stephens Wealth Management, LLC | 776 | $499.0K | 0.04% | +776 | New |
| TCWP LLC | 777 | $499.0K | 0.10% | +777 | New |
| Vista Finance, LLC | 777 | $500.0K | 0.52% | +777 | New |
| Elgethun Capital Management | 804 | $505.0K | 0.18% | +1+0.1% | Added |
| TRUE Private Wealth Advisors | 791 | $508.0K | 0.07% | +12+1.5% | Added |
| Highland Private Wealth Management | 791 | $509.0K | 0.06% | +42+5.6% | Added |
| Pathway Financial Advisors LLC | 919 | $510.0K | 0.18% | +919 | New |
| Avenue 1 Advisors, LLC | 795 | $511.0K | 0.27% | 00.0% | Unchanged |
| Plancorp, LLC | 796 | $512.0K | 0.03% | +15+1.9% | Added |