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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 1,070 | $688.0K | 0.12% | −529−33.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,075 | $691.0K | 0.01% | −10−0.9% | Reduced |
| Beaumont Financial Partners, LLC | 1,081 | $695.0K | 0.05% | −172−13.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,080 | $695.0K | 0.41% | −10−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,085 | $698.0K | 0.06% | +1,085 | New |
| Woodstock Corp | 1,095 | $704.0K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,102 | $709.0K | 0.07% | +102+10.2% | Added |
| Amplius Wealth Advisors, LLC | 1,104 | $710.0K | 0.10% | +1,104 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,111 | $715.0K | 0.02% | −8−0.7% | Reduced |
| Nixon Peabody Trust Co | 1,115 | $717.0K | 0.22% | +1,115 | New |
| Whalerock Point Partners, LLC | 1,115 | $717.2K | 0.25% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,119 | $720.0K | 0.67% | +1,119 | New |
| Truvestments Capital LLC | 1,120 | $721.0K | 0.36% | +31+2.8% | Added |
| Institute for Wealth Management, LLC. | 1,136 | $731.0K | 0.12% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,139 | $733.0K | 0.05% | +6+0.5% | Added |
| Wealth Alliance | 1,142 | $735.0K | 0.15% | +186+19.5% | Added |
| Wealth Management Associates, Inc. | 1,150 | $739.7K | 0.40% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,157 | $744.0K | 0.35% | −10−0.9% | Reduced |
| Bartlett & Co. LLC | 1,165 | $749.0K | 0.01% | +415+55.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,165 | $749.4K | 0.01% | +415+55.3% | Added |
| Sand Hill Global Advisors, LLC | 1,167 | $751.0K | 0.04% | −108−8.5% | Reduced |
| Lido Advisors, LLC | 1,176 | $756.0K | 0.01% | +141+13.6% | Added |
| Chicago Trust Co NA | 1,181 | $759.0K | 0.15% | −5−0.4% | Reduced |
| Leonteq Securities AG | 1,184 | $761.6K | 0.03% | +233+24.5% | Added |
| Value Partners Investments Inc. | 1,188 | $762.0K | 0.06% | +220+22.7% | Added |
| Western Financial Corporation | 1,195 | $768.0K | 0.40% | +91+8.2% | Added |
| Bahl & Gaynor Inc | 1,200 | $772.0K | 0.00% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 1,200 | $772.0K | 0.27% | +1,200 | New |
| Main Street Financial Solutions, LLC | 1,201 | $773.0K | 0.11% | +117+10.8% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $776.0K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 1,215 | $781.0K | 0.43% | +66+5.7% | Added |
| M&G Investment Management Ltd | 1,223 | $786.0K | 0.01% | −66,415−98.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,228 | $790.0K | 0.00% | +300+32.3% | Added |
| North Star Investment Management Corp. | 1,230 | $791.0K | 0.06% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,238 | $796.0K | 0.10% | −202−14.0% | Reduced |
| Parsec Financial Management, Inc. | 1,239 | $797.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,245 | $800.0K | 0.02% | +224+21.9% | Added |
| New Millennium Group LLC | 1,249 | $803.0K | 0.61% | +1,249 | New |
| HBK Sorce Advisory LLC | 1,252 | $805.0K | 0.04% | −13−1.0% | Reduced |
| ASB Consultores, LLC | 1,252 | $805.0K | 0.40% | +1,252 | New |
| Brighton Jones LLC | 1,255 | $808.0K | 0.04% | −225−15.2% | Reduced |
| Renasant Bank | 1,259 | $809.0K | 0.55% | +28+2.3% | Added |
| GraniteShares Advisors LLC | 1,259 | $809.0K | 0.37% | +1,259 | New |
| Ballentine Partners, LLC | 1,261 | $810.0K | 0.02% | −87−6.5% | Reduced |
| Cetera Advisors LLC | 1,260 | $810.0K | 0.02% | +3+0.2% | Added |
| Caxton Associates LP | 1,265 | $814.0K | 0.10% | −4,140−76.6% | Reduced |
| Zions Bancorporation, N.A. | 1,266 | $814.0K | 0.07% | −189−13.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,266 | $814.0K | 0.14% | +11+0.9% | Added |
| Almanack Investment Partners, LLC. | 1,267 | $815.0K | 0.07% | −12−0.9% | Reduced |
| Heron Financial Group, LLC | 1,455 | $816.0K | 0.44% | −269−15.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,268 | $816.0K | 0.24% | +13+1.0% | Added |
| PAX Financial Group, LLC | 1,270 | $817.0K | 0.18% | −230−15.3% | Reduced |
| Stegent Equity Advisors, Inc. | 1,266 | $817.0K | 0.66% | +1,266 | New |
| AMG National Trust Bank | 1,288 | $828.0K | 0.02% | −80−5.8% | Reduced |
| Mutual Advisors, LLC | 1,289 | $829.0K | 0.04% | +7+0.5% | Added |
| Balentine LLC | 1,289 | $829.0K | 0.03% | +434+50.8% | Added |
| Reynders McVeigh Capital Management, LLC | 1,295 | $833.0K | 0.05% | +4+0.3% | Added |
| Botty Investors LLC | 1,297 | $834.0K | 0.25% | +863+198.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,299 | $836.0K | 0.53% | +45+3.6% | Added |
| Gryphon Financial Partners LLC | 1,307 | $840.0K | 0.17% | −104−7.4% | Reduced |
| Choate Investment Advisors | 1,311 | $843.0K | 0.05% | +49+3.9% | Added |
| Transform Wealth, LLC | 1,314 | $845.0K | 0.09% | −8−0.6% | Reduced |
| 1st Source Bank | 1,316 | $846.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,317 | $847.0K | 0.16% | −306−18.9% | Reduced |
| Avantax Planning Partners, Inc. | 1,318 | $848.0K | 0.03% | +52+4.1% | Added |
| Flagship Harbor Advisors, LLC | 1,324 | $852.0K | 0.08% | +450+51.5% | Added |
| Harbor Group, Inc. | 1,329 | $855.0K | 0.51% | 00.0% | Unchanged |
| MD Financial Management Inc. | 1,329 | $855.0K | 0.02% | +131+10.9% | Added |
| Roundview Capital LLC | 1,337 | $860.0K | 0.09% | −45−3.3% | Reduced |
| CWM, LLC | 1,345 | $865.0K | 0.01% | +1,345 | New |
| MMBG Investment Advisors Co. | 1,345 | $865.0K | 0.08% | +1,345 | New |
| Marks Group Wealth Management, Inc | 1,300 | $866.0K | 0.11% | +1,300 | New |
| Act Wealth Management, LLC | 1,350 | $868.0K | 0.50% | −50−3.6% | Reduced |
| Oxford Financial Group Ltd | 1,358 | $873.0K | 0.10% | +1,358 | New |
| Calamos Wealth Management LLC | 1,357 | $873.0K | 0.06% | +1,357 | New |
| Orion Portfolio Solutions, LLC | 1,367 | $879.0K | 0.03% | +90+7.0% | Added |
| Geneos Wealth Management Inc. | 1,372 | $882.0K | 0.03% | +3+0.2% | Added |
| Eastern Bank | 1,380 | $887.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,382 | $889.0K | 0.07% | +1,382 | New |
| Ancora Advisors, LLC | 1,386 | $892.0K | 0.02% | +6+0.4% | Added |
| First National Trust Co | 1,389 | $893.0K | 0.05% | +70+5.3% | Added |
| PDT Partners, LLC | 1,400 | $901.0K | 0.07% | +1,400 | New |
| Brown Advisory Securities, LLC | 1,403 | $902.0K | 0.38% | −361−20.5% | Reduced |
| Van Hulzen Asset Management, LLC | 1,413 | $909.0K | 0.10% | 00.0% | Unchanged |
| Myriad Asset Management Ltd. | 1,425 | $917.0K | 0.10% | +1,425 | New |
| Concentric Wealth Management, LLC | 1,430 | $920.0K | 0.26% | −70−4.7% | Reduced |
| Integrated Investment Consultants, LLC | 1,436 | $924.0K | 0.25% | −252−14.9% | Reduced |
| Perigon Wealth Management, LLC | 1,442 | $927.0K | 0.07% | +343+31.2% | Added |
| Spinnaker Trust | 1,449 | $932.0K | 0.06% | 00.0% | Unchanged |
| Guardian Capital LP | 1,450 | $933.0K | 0.02% | +95+7.0% | Added |
| Haverford Trust Co | 1,455 | $936.0K | 0.01% | +1+0.1% | Added |
| KMG Fiduciary Partners, LLC | 1,457 | $937.0K | 0.14% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,460 | $939.0K | 0.03% | +55+3.9% | Added |
| XTX Topco Ltd | 1,465 | $942.0K | 0.53% | +183+14.3% | Added |
| Smithfield Trust Co | 1,476 | $954.0K | 0.06% | −1−0.1% | Reduced |
| Camarda Financial Advisors, LLC | 1,493 | $960.0K | 0.54% | +84+6.0% | Added |
| Verdence Capital Advisors LLC | 1,502 | $966.0K | 0.11% | −8−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 1,503 | $967.0K | 0.03% | −60−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,507 | $969.0K | 0.09% | +106+7.6% | Added |
| First Commonwealth Financial Corp | 1,513 | $973.0K | 0.31% | +6+0.4% | Added |