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 |
|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLC | 1,515 | $974.0K | 0.01% | −75−4.7% | Reduced |
| Proficio Capital Partners LLC | 1,519 | $977.0K | 0.14% | +25+1.7% | Added |
| Valmark Advisers, Inc. | 1,520 | $978.0K | 0.02% | +9+0.6% | Added |
| K.J. Harrison & Partners Inc | 1,522 | $981.0K | 0.14% | +502+49.2% | Added |
| RFG Advisory, LLC | 1,527 | $982.0K | 0.07% | +5+0.3% | Added |
| Oliver Luxxe Assets LLC | 1,550 | $997.0K | 0.25% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,558 | $1.00M | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,556 | $1.00M | 0.08% | +1,287+478.4% | Added |
| Freestone Capital Holdings, LLC | 1,560 | $1.00M | 0.04% | +379+32.1% | Added |
| Cutler Group LP | 1,566 | $1.01M | 0.07% | +1,566 | New |
| Wealthspire Advisors, LLC | 1,568 | $1.01M | 0.02% | −139−8.1% | Reduced |
| Amica Retiree Medical Trust | 1,569 | $1.01M | 0.86% | −45−2.8% | Reduced |
| Claraphi Advisory Network, LLC | 1,577 | $1.01M | 0.35% | +153+10.7% | Added |
| Waldron Private Wealth LLC | 1,581 | $1.02M | 0.05% | +37+2.4% | Added |
| Van Strum & Towne Inc. | 1,586 | $1.02M | 0.37% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,590 | $1.02M | 0.16% | +95+6.4% | Added |
| Optas, LLC | 1,596 | $1.03M | 0.29% | −235−12.8% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $1.03M | 0.10% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,602 | $1.03M | 0.66% | −749−31.9% | Reduced |
| DGS Capital Management, LLC | 1,610 | $1.04M | 0.65% | +1,610 | New |
| Red Spruce Capital, LLC | 1,612 | $1.04M | 0.57% | −323−16.7% | Reduced |
| Modera Wealth Management, LLC | 1,644 | $1.06M | 0.04% | +455+38.3% | Added |
| Ritholtz Wealth Management | 1,647 | $1.06M | 0.07% | +235+16.6% | Added |
| Miracle Mile Advisors, LLC | 1,657 | $1.07M | 0.04% | +164+11.0% | Added |
| Great Lakes Advisors, LLC | 1,658 | $1.07M | 0.02% | +65+4.1% | Added |
| Kingsview Wealth Management, LLC | 1,666 | $1.07M | 0.04% | −28−1.7% | Reduced |
| Parthenon LLC | 1,675 | $1.08M | 0.15% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,690 | $1.09M | 0.10% | +56+3.4% | Added |
| Liberty Wealth Management LLC | 1,706 | $1.10M | 0.42% | +1+0.1% | Added |
| Credential Qtrade Securities Inc. | 1,710 | $1.10M | 0.07% | +334+24.3% | Added |
| Monetary Management Group Inc | 1,725 | $1.11M | 0.27% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,735 | $1.12M | 0.67% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,739 | $1.12M | 0.01% | +396+29.5% | Added |
| Savant Capital, LLC | 1,751 | $1.13M | 0.04% | +4+0.2% | Added |
| Intersect Capital LLC | 1,753 | $1.13M | 0.21% | +122+7.5% | Added |
| Lincoln National Corp | 1,767 | $1.14M | 0.02% | +30+1.7% | Added |
| WESPAC Advisors, LLC | 1,785 | $1.15M | 0.77% | −522−22.6% | Reduced |
| ETF Managers Group, LLC | 1,785 | $1.15M | 0.02% | +84+4.9% | Added |
| WBH Advisory Inc | 1,790 | $1.15M | 0.13% | −25−1.4% | Reduced |
| Eqis Capital Management, Inc. | 1,793 | $1.15M | 0.08% | +261+17.0% | Added |
| Benjamin Edwards Inc | 1,798 | $1.16M | 0.37% | +1+0.1% | Added |
| Pettee Investors, Inc. | 1,805 | $1.16M | 0.49% | +5+0.3% | Added |
| Deseret Mutual Benefit Administrators | 1,806 | $1.16M | 0.20% | +47+2.7% | Added |
| Mather Group, LLC. | 1,809 | $1.16M | 0.02% | +728+67.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,819 | $1.17M | 0.33% | −15−0.8% | Reduced |
| Kensington Investment Counsel, LLC | 1,842 | $1.19M | 0.69% | +1,842 | New |
| Silicon Valley Community Foundation | 1,847 | $1.19M | 0.08% | +1,847 | New |
| DCM Advisors, LLC | 1,856 | $1.19M | 0.35% | −226−10.9% | Reduced |
| Lumature Wealth Partners, LLC | 1,861 | $1.20M | 0.46% | +62+3.4% | Added |
| Sequoia Financial Advisors, LLC | 1,863 | $1.20M | 0.03% | +1,863 | New |
| Sunbelt Securities, Inc. | 2,166 | $1.20M | 0.19% | −94−4.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,876 | $1.21M | 0.14% | −261−12.2% | Reduced |
| Sargent Investment Group, LLC | 1,880 | $1.21M | 0.28% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,143 | $1.22M | 0.02% | +1,584+283.4% | Added |
| Connolly Sarah T. | 1,895 | $1.22M | 0.68% | +25+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 1,896 | $1.22M | 0.04% | +69+3.8% | Added |
| Quantamental Technologies LLC | 1,902 | $1.22M | 0.62% | +1,902 | New |
| Evanson Asset Management, LLC | 1,905 | $1.23M | 0.11% | −1−0.1% | Reduced |
| Barr E S & Co | 1,909 | $1.23M | 0.08% | −109−5.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,931 | $1.24M | 1.00% | +1,931 | New |
| Anchor Investment Management, LLC | 1,931 | $1.24M | 0.15% | +30+1.6% | Added |
| Fort Pitt Capital Group, LLC | 1,936 | $1.25M | 0.05% | +182+10.4% | Added |
| United Bank | 1,939 | $1.25M | 0.15% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,941 | $1.25M | 0.26% | +476+32.5% | Added |
| BSW Wealth Partners | 1,944 | $1.25M | 0.31% | −51−2.6% | Reduced |
| Teza Capital Management LLC | 1,961 | $1.26M | 0.34% | +1,961 | New |
| Plimoth Trust Co LLC | 1,970 | $1.27M | 0.32% | −50−2.5% | Reduced |
| Crestwood Advisors Group LLC | 1,978 | $1.27M | 0.03% | −112−5.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $1.27M | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,982 | $1.27M | 0.51% | −138−6.5% | Reduced |
| Wade G W & Inc | 1,987 | $1.28M | 0.06% | −48−2.4% | Reduced |
| Caxton Corp | 1,989 | $1.28M | 1.05% | +105+5.6% | Added |
| McRae Capital Management Inc | 1,991 | $1.28M | 0.27% | +85+4.5% | Added |
| Waycross Partners, LLC | 2,000 | $1.29M | 0.74% | −950−32.2% | Reduced |
| Boston Family Office LLC | 2,004 | $1.29M | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,005 | $1.29M | 0.09% | +92+4.8% | Added |
| Palisades Hudson Asset Management, L.P. | 2,007 | $1.29M | 0.55% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,010 | $1.29M | 0.15% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 2,013 | $1.29M | 0.64% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,011 | $1.29M | 0.03% | +2,011 | New |
| SRN Advisors, LLC | 2,018 | $1.30M | 0.47% | −329−14.0% | Reduced |
| Axxcess Wealth Management, LLC | 2,019 | $1.30M | 0.10% | +2,019 | New |
| Money Concepts Capital Corp | 2,030 | $1.31M | 0.11% | +2,030 | New |
| Cadence Bank NA | 2,037 | $1.31M | 0.36% | −380−15.7% | Reduced |
| Stevens Capital Management LP | 2,045 | $1.31M | 0.30% | +1,645+411.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,064 | $1.33M | 0.38% | +4+0.2% | Added |
| Occudo Quantitative Strategies LP | 2,068 | $1.33M | 0.12% | +2,068 | New |
| Benjamin F. Edwards & Company, Inc. | 2,077 | $1.34M | 0.06% | +115+5.9% | Added |
| Strategy Asset Managers LLC | 2,082 | $1.34M | 0.35% | −150−6.7% | Reduced |
| Parkside Financial Bank & Trust | 2,093 | $1.35M | 0.33% | +1,660+383.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,102 | $1.35M | 0.27% | +31+1.5% | Added |
| Archford Capital Strategies, LLC | 2,106 | $1.35M | 0.31% | +30+1.4% | Added |
| Next Century Growth Investors LLC | 2,125 | $1.37M | 0.12% | −2,222−51.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,136 | $1.37M | 0.05% | +352+19.7% | Added |
| Stratos Wealth Advisors, LLC | 2,139 | $1.38M | 0.10% | +287+15.5% | Added |
| Bridges Investment Management Inc | 2,146 | $1.38M | 0.04% | +171+8.7% | Added |
| FSA Wealth Management LLC | 2,146 | $1.38M | 0.80% | −20−0.9% | Reduced |
| Garner Asset Management Corp | 2,148 | $1.38M | 0.58% | −10−0.5% | Reduced |
| Qtron Investments LLC | 2,173 | $1.40M | 0.32% | −1,411−39.4% | Reduced |
| Spire Wealth Management | 2,202 | $1.42M | 0.03% | +170+8.4% | Added |