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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 2,228 | $1.43M | 0.16% | +13+0.6% | Added |
| Quadrant Capital Group LLC | 2,236 | $1.44M | 0.17% | +712+46.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,252 | $1.45M | 0.28% | +408+22.1% | Added |
| Altium Wealth Management LLC | 2,259 | $1.45M | 0.09% | +146+6.9% | Added |
| Apollon Wealth Management, LLC | 2,277 | $1.47M | 0.12% | +610+36.6% | Added |
| Marshall Financial Group LLC | 2,290 | $1.47M | 0.54% | +1,141+99.3% | Added |
| DB Fitzpatrick & Co, Inc | 2,294 | $1.48M | 1.38% | +2,294 | New |
| Argent Trust Co | 2,306 | $1.48M | 0.09% | +162+7.6% | Added |
| Symphony Financial, Ltd. Co. | 2,354 | $1.49M | 0.42% | +1,881+397.7% | Added |
| Ossiam | 2,335 | $1.50M | 0.04% | +739+46.3% | Added |
| CenterStar Asset Management, LLC | – | $1.51M | 1.15% | – | – |
| Mount Yale Investment Advisors, LLC | 2,362 | $1.52M | 0.16% | +908+62.4% | Added |
| Fulcrum Equity Management | 2,377 | $1.53M | 0.57% | −101−4.1% | Reduced |
| ICONIQ Capital, LLC | 2,393 | $1.54M | 0.01% | +291+13.8% | Added |
| United Asset Strategies, Inc. | 2,397 | $1.54M | 0.18% | +99+4.3% | Added |
| Old Port Advisors | 2,652 | $1.55M | 0.53% | −62−2.3% | Reduced |
| Abner Herrman & Brock LLC | 2,418 | $1.55M | 0.20% | +6+0.2% | Added |
| Hilltop Holdings Inc. | 2,430 | $1.56M | 0.16% | −168−6.5% | Reduced |
| RB Capital Management, LLC | 2,445 | $1.57M | 0.49% | +24+1.0% | Added |
| Sofos Investments, Inc. | 6,565 | $1.57M | 0.12% | +5,189+377.1% | Added |
| Metis Global Partners, LLC | 2,452 | $1.58M | 0.44% | +2,452 | New |
| Peak Asset Management, LLC | 2,464 | $1.58M | 0.37% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,476 | $1.59M | 0.10% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,485 | $1.60M | 0.74% | +4+0.2% | Added |
| Sawtooth Solutions, LLC | 2,494 | $1.60M | 0.18% | +1,381+124.1% | Added |
| Handelsinvest Investeringsforvaltning | 2,500 | $1.61M | 0.16% | +2,500 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,504 | $1.61M | 0.10% | +2,504 | New |
| Venturi Wealth Management, LLC | 2,523 | $1.62M | 0.12% | +190+8.1% | Added |
| Exchange Traded Concepts, LLC | 2,527 | $1.63M | 0.03% | −1,510−37.4% | Reduced |
| Dohj, LLC | 2,550 | $1.64M | 0.73% | −279−9.9% | Reduced |
| Nicolet Bankshares Inc | 2,549 | $1.64M | 0.36% | −338−11.7% | Reduced |
| Ulland Investment Advisors, LLC | 2,558 | $1.65M | 1.05% | +2,558 | New |
| Seeyond | 2,572 | $1.65M | 0.15% | −94−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 2,601 | $1.67M | 0.02% | +19+0.7% | Added |
| OPSEU Pension Plan Trust Fund | 2,681 | $1.68M | 0.38% | +510+23.5% | Added |
| Fairfield, Bush & Co. | 2,613 | $1.68M | 0.81% | −552−17.4% | Reduced |
| Trust Asset Management LLC | 2,613 | $1.68M | 0.21% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 2,640 | $1.70M | 2.98% | +2,640 | New |
| Fluent Financial, LLC | 2,679 | $1.72M | 0.70% | −80−2.9% | Reduced |
| G&S Capital LLC | 2,707 | $1.74M | 0.87% | +1,889+230.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.75M | 0.02% | +680+33.3% | Added |
| Abacus Planning Group, Inc. | 2,731 | $1.76M | 0.47% | +25+0.9% | Added |
| LMR Partners LLP | 2,732 | $1.76M | 0.02% | +2,732 | New |
| Avalon Investment & Advisory | 2,738 | $1.76M | 0.04% | −1,571−36.5% | Reduced |
| HWG Holdings LP | 2,750 | $1.77M | 0.83% | +2,750 | New |
| Tokio Marine Asset Management Co Ltd | 2,753 | $1.77M | 0.14% | +200+7.8% | Added |
| Schechter Investment Advisors, LLC | 2,756 | $1.77M | 0.16% | +2,756 | New |
| Weatherly Asset Management L. P. | 2,810 | $1.81M | 0.20% | −10−0.4% | Reduced |
| Loomis Sayles & Co L P | 2,814 | $1.81M | 0.00% | −125−4.3% | Reduced |
| Ropes Wealth Advisors LLC | 2,830 | $1.82M | 0.32% | +1,219+75.7% | Added |
| Scharf Investments, LLC | 2,857 | $1.84M | 0.05% | +14+0.5% | Added |
| Cannell Peter B & Co Inc | 2,892 | $1.86M | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,969 | $1.91M | 0.17% | −117−3.8% | Reduced |
| Cetera Investment Advisers | 2,978 | $1.92M | 0.03% | −2−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 2,980 | $1.92M | 0.04% | +100+3.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,989 | $1.92M | 0.34% | +2,394+402.4% | Added |
| Capital Investment Advisors, LLC | 2,991 | $1.92M | 0.06% | −87−2.8% | Reduced |
| Elmwood Wealth Management, Inc. | 2,994 | $1.93M | 0.92% | +2,994 | New |
| Chicago Partners Investment Group LLC | 3,652 | $1.93M | 0.14% | −68−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,011 | $1.94M | 0.10% | −149−4.7% | Reduced |
| NewEdge Wealth, LLC | 3,013 | $1.94M | 0.08% | +117+4.0% | Added |
| Capricorn Fund Managers Ltd | 3,022 | $1.94M | 0.55% | +3,022 | New |
| Prospera Financial Services Inc | 3,033 | $1.95M | 0.08% | −363−10.7% | Reduced |
| EP Wealth Advisors, LLC | 3,046 | $1.96M | 0.05% | −455−13.0% | Reduced |
| Fort, L.P. | 3,049 | $1.96M | 0.64% | −590−16.2% | Reduced |
| Heartland Bank & Trust Co | 3,057 | $1.97M | 1.46% | +35+1.2% | Added |
| Johnson Investment Counsel Inc | 3,062 | $1.97M | 0.02% | +33+1.1% | Added |
| Knowledge Leaders Capital, LLC | 3,069 | $1.97M | 1.45% | +297+10.7% | Added |
| Vista Wealth Management Group, LLC | 3,071 | $1.98M | 0.32% | −66−2.1% | Reduced |
| Algert Global LLC | 3,080 | $1.98M | 0.25% | −1,500−32.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,086 | $1.98M | 0.02% | +347+12.7% | Added |
| Systematic Alpha Investments, LLC | 3,091 | $1.99M | 0.09% | 00.0% | Unchanged |
| Boit C F David | 3,100 | $1.99M | 1.27% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,140 | $2.02M | 1.12% | +3,140 | New |
| Mission Wealth Management, LP | 3,149 | $2.03M | 0.09% | +166+5.6% | Added |
| Gyon Technologies Capital Management, LP | 3,154 | $2.03M | 0.37% | +420+15.4% | Added |
| Sompo Asset Management Co., Ltd. | 3,160 | $2.03M | 0.40% | −2,670−45.8% | Reduced |
| REDW Wealth LLC | 3,168 | $2.04M | 0.59% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,194 | $2.05M | 0.36% | −837−20.8% | Reduced |
| WT Wealth Management | 3,202 | $2.06M | 0.76% | −464−12.7% | Reduced |
| Coldstream Capital Management Inc | 3,207 | $2.06M | 0.06% | +2,083+185.3% | Added |
| Desjardins Global Asset Management Inc. | 3,211 | $2.06M | 0.18% | +3,211 | New |
| Krilogy Financial LLC | 3,217 | $2.07M | 0.21% | −128−3.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,230 | $2.08M | 0.49% | +31+1.0% | Added |
| Clarius Group, LLC | 3,233 | $2.08M | 0.16% | +123+4.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,240 | $2.08M | 0.20% | −70−2.1% | Reduced |
| Diversified Trust Co | 3,241 | $2.08M | 0.07% | −142−4.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,285 | $2.11M | 0.04% | +75+2.3% | Added |
| National Bank of Canada | 3,327 | $2.12M | 0.01% | +3,327 | New |
| Ellis Investment Partners, LLC | 3,308 | $2.13M | 0.49% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,332 | $2.14M | 0.31% | +8+0.2% | Added |
| Stephens Inc | 3,335 | $2.15M | 0.03% | −224−6.3% | Reduced |
| Paragon Capital Management Inc | 3,336 | $2.15M | 1.83% | +3,336 | New |
| Charles Carroll Financial Partners, LLC | 3,357 | $2.16M | 2.14% | +3,357 | New |
| Kempen Capital Management N.V. | 3,378 | $2.17M | 0.07% | −442−11.6% | Reduced |
| Harfst & Associates, Inc. | 3,388 | $2.18M | 0.55% | +87+2.6% | Added |
| Evergreen Capital Management LLC | 3,387 | $2.18M | 0.09% | +293+9.5% | Added |
| TKG Advisors, LLC | 3,393 | $2.18M | 1.72% | +3,393 | New |
| Roberts Glore & Co Inc | 3,394 | $2.18M | 0.57% | −73−2.1% | Reduced |
| Brasada Capital Management, LP | 3,969 | $2.19M | 0.42% | +123+3.2% | Added |