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 |
|---|---|---|---|---|---|
| CX Institutional | 797 | $513.0K | 0.04% | +27+3.5% | Added |
| Procyon Private Wealth Partners, LLC | 797 | $513.0K | 0.11% | +274+52.4% | Added |
| Mason Investment Advisory Services, Inc. | 800 | $514.6K | 0.04% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 801 | $515.0K | 0.16% | −297−27.0% | Reduced |
| Bourne Lent Asset Management Inc | 801 | $515.0K | 0.14% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $515.0K | 0.20% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $515.0K | 0.22% | 00.0% | Unchanged |
| Gouws Capital LLC | 800 | $515.0K | 0.42% | +800 | New |
| Argus Investors' Counsel, Inc. | 806 | $518.0K | 0.31% | +108+15.5% | Added |
| Sentinel Trust Co Lba | 808 | $520.0K | 0.06% | +808 | New |
| Arrow Financial Corp | 810 | $521.0K | 0.06% | 00.0% | Unchanged |
| Comerica Securities,inc. | 813 | $523.0K | 0.03% | −23−2.8% | Reduced |
| Successful Portfolios LLC | 814 | $524.0K | 0.28% | −17−2.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 816 | $525.0K | 0.06% | +816 | New |
| Diversified Investment Strategies, LLC | 820 | $527.0K | 0.38% | −40−4.7% | Reduced |
| NorthRock Partners, LLC | 822 | $529.0K | 0.04% | +354+75.6% | Added |
| Nations Financial Group Inc, | 824 | $530.0K | 0.07% | 00.0% | Unchanged |
| Burney Co | 825 | $531.0K | 0.02% | −364−30.6% | Reduced |
| Resources Management Corp | 825 | $531.0K | 0.07% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 827 | $532.0K | 0.29% | +272+49.0% | Added |
| West Family Investments, Inc. | 829 | $533.0K | 0.15% | −56−6.3% | Reduced |
| Diversified Portfolios, Inc. | 829 | $533.0K | 0.13% | +829 | New |
| Planned Solutions, Inc. | 832 | $535.0K | 0.37% | +832 | New |
| MSH Capital Advisors LLC | 832 | $535.3K | 0.24% | +832 | New |
| Redhawk Wealth Advisors, Inc. | 834 | $536.0K | 0.14% | +30+3.7% | Added |
| Alethea Capital Management, LLC | 834 | $536.0K | 0.47% | +834 | New |
| DSC Advisors, L.P. | 835 | $537.0K | 0.62% | −61−6.8% | Reduced |
| AdvisorNet Financial, Inc | 835 | $537.0K | 0.03% | +56+7.2% | Added |
| Tevis Investment Management | 831 | $537.0K | 0.47% | +831 | New |
| Ifrah Financial Services, Inc. | 839 | $540.0K | 0.14% | +12+1.5% | Added |
| Sigma Planning Corp | 844 | $543.0K | 0.02% | +92+12.2% | Added |
| HB Wealth Management, LLC | 844 | $543.0K | 0.01% | +844 | New |
| Boenning & Scattergood, Inc. | 846 | $544.0K | 0.09% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 850 | $547.0K | 0.27% | +20+2.4% | Added |
| ICW Investment Advisors LLC | 854 | $549.0K | 0.31% | +854 | New |
| Journey Advisory Group, LLC | 857 | $551.0K | 0.15% | +94+12.3% | Added |
| West Coast Financial LLC | 873 | $562.0K | 0.08% | −44−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 875 | $563.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 875 | $563.0K | 0.11% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 877 | $564.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 877 | $565.0K | 0.15% | +55+6.7% | Added |
| Exane Derivatives | 880 | $566.1K | 0.14% | +734+502.7% | Added |
| Thrive Wealth Management, LLC | 887 | $570.0K | 0.19% | +887 | New |
| Hancock Whitney Corp | 890 | $572.0K | 0.02% | −53−5.6% | Reduced |
| Great Diamond Partners, LLC | 892 | $573.0K | 0.15% | −30−3.3% | Reduced |
| Pacific Global Investment Management CO | 894 | $575.0K | 0.11% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 894 | $575.0K | 0.22% | +894 | New |
| Camden Capital, LLC | 899 | $578.0K | 0.12% | −931−50.9% | Reduced |
| South State Corp. | 898 | $578.0K | 0.04% | −168−15.8% | Reduced |
| Guardian Wealth Advisors, LLC | 898 | $578.0K | 0.25% | +898 | New |
| Supplemental Annuity Collective Trust of NJ | 900 | $579.0K | 0.18% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 901 | $579.0K | 0.11% | +1+0.1% | Added |
| Samalin Investment Counsel, LLC | 905 | $582.0K | 0.35% | −93−9.3% | Reduced |
| Echo45 Advisors LLC | 905 | $582.0K | 0.47% | +905 | New |
| Column Capital Advisors, LLC | 915 | $589.0K | 0.11% | −206−18.4% | Reduced |
| Stock Yards Bank & Trust Co | 925 | $595.0K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 925 | $595.0K | 0.20% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 926 | $595.0K | 0.02% | +27+3.0% | Added |
| Oak Thistle LLC | 930 | $598.0K | 0.46% | +930 | New |
| Evercore Wealth Management, LLC | 931 | $599.0K | 0.01% | −37−3.8% | Reduced |
| Okabena Investment Services Inc | 933 | $600.0K | 0.23% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 940 | $605.0K | 0.16% | −132−12.3% | Reduced |
| NTB Financial Corp | 942 | $606.0K | 0.42% | +942 | New |
| Catalyst Private Wealth, LLC | 943 | $607.0K | 0.26% | −445−32.1% | Reduced |
| Keel Point, LLC | 944 | $607.0K | 0.09% | −2−0.2% | Reduced |
| Disciplined Equity Management, Inc. | 955 | $614.0K | 0.59% | +955 | New |
| FineMark National Bank & Trust | 959 | $617.0K | 0.02% | +20+2.1% | Added |
| Michael B. Yongue | 961 | $618.0K | 0.41% | −413−30.1% | Reduced |
| SeaCrest Wealth Management, LLC | 960 | $618.0K | 0.07% | −45−4.5% | Reduced |
| Lifeworks Advisors, LLC | 961 | $618.0K | 0.49% | +961 | New |
| Asset Dedication, LLC | 965 | $622.0K | 0.07% | +344+55.4% | Added |
| Tolleson Wealth Management, Inc. | 969 | $623.0K | 0.17% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 970 | $624.0K | 0.21% | +3+0.3% | Added |
| Interchange Capital Partners, LLC | 972 | $625.0K | 0.63% | +972 | New |
| 180 Wealth Advisors, LLC | 1,195 | $632.0K | 0.14% | −40−3.2% | Reduced |
| Oakworth Capital, Inc. | 982 | $632.0K | 0.05% | +22+2.3% | Added |
| Bremer Bank National Association | 992 | $638.0K | 0.11% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,208 | $639.0K | 0.08% | −51−4.1% | Reduced |
| Alta Wealth Advisors LLC | 995 | $640.0K | 0.39% | +4+0.4% | Added |
| Garrett Investment Advisors LLC | 995 | $640.0K | 0.17% | +995 | New |
| Caldwell Trust Co | 999 | $642.6K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $643.0K | 0.04% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,000 | $643.0K | 0.48% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $643.0K | 0.42% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $643.0K | 0.48% | 00.0% | Unchanged |
| Intrust Bank NA | 1,008 | $648.0K | 0.08% | +41+4.2% | Added |
| Flputnam Investment Management Co | 1,009 | $649.0K | 0.02% | +221+28.0% | Added |
| Integrated Advisors Network LLC | 1,017 | $654.0K | 0.04% | +50+5.2% | Added |
| Traynor Capital Management, Inc. | 1,023 | $658.0K | 0.08% | −9−0.9% | Reduced |
| Wharton Business Group, LLC | 1,035 | $666.0K | 0.04% | +1,035 | New |
| Level Four Advisory Services, LLC | 1,037 | $667.0K | 0.05% | +39+3.9% | Added |
| Capital Asset Advisory Services LLC | 1,040 | $669.0K | 0.07% | −167−13.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,041 | $669.0K | 0.06% | +211+25.4% | Added |
| RHS Financial, LLC | 1,041 | $670.0K | 0.46% | −17−1.6% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $679.0K | 0.04% | +1,055 | New |
| Forum Financial Management, LP | 1,055 | $679.0K | 0.03% | +1,055 | New |
| Tiemann Investment Advisors, LLC | 1,061 | $683.0K | 0.29% | −5−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 1,062 | $683.0K | 0.06% | +6+0.6% | Added |
| Duality Advisers, LP | 1,062 | $683.0K | 0.07% | +1,062 | New |
| Sentry Investment Management LLC | 1,066 | $686.0K | 0.18% | −1,457−57.7% | Reduced |