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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 1,970 | $1.27M | 0.32% | −50−2.5% | Reduced |
| Teza Capital Management LLC | 1,961 | $1.26M | 0.34% | +1,961 | New |
| BSW Wealth Partners | 1,944 | $1.25M | 0.31% | −51−2.6% | Reduced |
| Engine No. 1 LLC | 1,941 | $1.25M | 0.26% | +476+32.5% | Added |
| United Bank | 1,939 | $1.25M | 0.15% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,936 | $1.25M | 0.05% | +182+10.4% | Added |
| Anchor Investment Management, LLC | 1,931 | $1.24M | 0.15% | +30+1.6% | Added |
| Tilia Fiduciary Partners, Inc. | 1,931 | $1.24M | 1.00% | +1,931 | New |
| Barr E S & Co | 1,909 | $1.23M | 0.08% | −109−5.4% | Reduced |
| Evanson Asset Management, LLC | 1,905 | $1.23M | 0.11% | −1−0.1% | Reduced |
| Quantamental Technologies LLC | 1,902 | $1.22M | 0.62% | +1,902 | New |
| Carnegie Capital Asset Management, LLC | 1,896 | $1.22M | 0.04% | +69+3.8% | Added |
| Connolly Sarah T. | 1,895 | $1.22M | 0.68% | +25+1.3% | Added |
| Brookstone Capital Management | 2,143 | $1.22M | 0.02% | +1,584+283.4% | Added |
| Sargent Investment Group, LLC | 1,880 | $1.21M | 0.28% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,876 | $1.21M | 0.14% | −261−12.2% | Reduced |
| Sunbelt Securities, Inc. | 2,166 | $1.20M | 0.19% | −94−4.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,863 | $1.20M | 0.03% | +1,863 | New |
| Lumature Wealth Partners, LLC | 1,861 | $1.20M | 0.46% | +62+3.4% | Added |
| DCM Advisors, LLC | 1,856 | $1.19M | 0.35% | −226−10.9% | Reduced |
| Silicon Valley Community Foundation | 1,847 | $1.19M | 0.08% | +1,847 | New |
| Kensington Investment Counsel, LLC | 1,842 | $1.19M | 0.69% | +1,842 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,819 | $1.17M | 0.33% | −15−0.8% | Reduced |
| Mather Group, LLC. | 1,809 | $1.16M | 0.02% | +728+67.3% | Added |
| Deseret Mutual Benefit Administrators | 1,806 | $1.16M | 0.20% | +47+2.7% | Added |
| Pettee Investors, Inc. | 1,805 | $1.16M | 0.49% | +5+0.3% | Added |
| Benjamin Edwards Inc | 1,798 | $1.16M | 0.37% | +1+0.1% | Added |
| Eqis Capital Management, Inc. | 1,793 | $1.15M | 0.08% | +261+17.0% | Added |
| WBH Advisory Inc | 1,790 | $1.15M | 0.13% | −25−1.4% | Reduced |
| 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 |
| Lincoln National Corp | 1,767 | $1.14M | 0.02% | +30+1.7% | Added |
| Intersect Capital LLC | 1,753 | $1.13M | 0.21% | +122+7.5% | Added |
| Savant Capital, LLC | 1,751 | $1.13M | 0.04% | +4+0.2% | Added |
| Gateway Investment Advisers LLC | 1,739 | $1.12M | 0.01% | +396+29.5% | Added |
| Texas Capital Bancshares Inc | 1,735 | $1.12M | 0.67% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,725 | $1.11M | 0.27% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,710 | $1.10M | 0.07% | +334+24.3% | Added |
| Liberty Wealth Management LLC | 1,706 | $1.10M | 0.42% | +1+0.1% | Added |
| GM Advisory Group, Inc. | 1,690 | $1.09M | 0.10% | +56+3.4% | Added |
| Parthenon LLC | 1,675 | $1.08M | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,666 | $1.07M | 0.04% | −28−1.7% | Reduced |
| Great Lakes Advisors, LLC | 1,658 | $1.07M | 0.02% | +65+4.1% | Added |
| Miracle Mile Advisors, LLC | 1,657 | $1.07M | 0.04% | +164+11.0% | Added |
| Ritholtz Wealth Management | 1,647 | $1.06M | 0.07% | +235+16.6% | Added |
| Modera Wealth Management, LLC | 1,644 | $1.06M | 0.04% | +455+38.3% | Added |
| Red Spruce Capital, LLC | 1,612 | $1.04M | 0.57% | −323−16.7% | Reduced |
| DGS Capital Management, LLC | 1,610 | $1.04M | 0.65% | +1,610 | New |
| Accretive Wealth Partners, LLC | 1,602 | $1.03M | 0.66% | −749−31.9% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $1.03M | 0.10% | 00.0% | Unchanged |
| Optas, LLC | 1,596 | $1.03M | 0.29% | −235−12.8% | Reduced |
| Gilbert & Cook, Inc. | 1,590 | $1.02M | 0.16% | +95+6.4% | Added |
| Van Strum & Towne Inc. | 1,586 | $1.02M | 0.37% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,581 | $1.02M | 0.05% | +37+2.4% | Added |
| Claraphi Advisory Network, LLC | 1,577 | $1.01M | 0.35% | +153+10.7% | Added |
| 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 |
| Cutler Group LP | 1,566 | $1.01M | 0.07% | +1,566 | New |
| Freestone Capital Holdings, LLC | 1,560 | $1.00M | 0.04% | +379+32.1% | Added |
| 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 |
| Oliver Luxxe Assets LLC | 1,550 | $997.0K | 0.25% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,527 | $982.0K | 0.07% | +5+0.3% | Added |
| K.J. Harrison & Partners Inc | 1,522 | $981.0K | 0.14% | +502+49.2% | Added |
| Valmark Advisers, Inc. | 1,520 | $978.0K | 0.02% | +9+0.6% | Added |
| Proficio Capital Partners LLC | 1,519 | $977.0K | 0.14% | +25+1.7% | Added |
| Conestoga Capital Advisors, LLC | 1,515 | $974.0K | 0.01% | −75−4.7% | Reduced |
| First Commonwealth Financial Corp | 1,513 | $973.0K | 0.31% | +6+0.4% | Added |
| JFS Wealth Advisors, LLC | 1,507 | $969.0K | 0.09% | +106+7.6% | Added |
| Pinnacle Financial Partners Inc | 1,503 | $967.0K | 0.03% | −60−3.8% | Reduced |
| Verdence Capital Advisors LLC | 1,502 | $966.0K | 0.11% | −8−0.5% | Reduced |
| Camarda Financial Advisors, LLC | 1,493 | $960.0K | 0.54% | +84+6.0% | Added |
| Smithfield Trust Co | 1,476 | $954.0K | 0.06% | −1−0.1% | Reduced |
| XTX Topco Ltd | 1,465 | $942.0K | 0.53% | +183+14.3% | Added |
| Integrated Wealth Concepts LLC | 1,460 | $939.0K | 0.03% | +55+3.9% | Added |
| KMG Fiduciary Partners, LLC | 1,457 | $937.0K | 0.14% | 00.0% | Unchanged |
| Haverford Trust Co | 1,455 | $936.0K | 0.01% | +1+0.1% | Added |
| Guardian Capital LP | 1,450 | $933.0K | 0.02% | +95+7.0% | Added |
| Spinnaker Trust | 1,449 | $932.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,442 | $927.0K | 0.07% | +343+31.2% | Added |
| Integrated Investment Consultants, LLC | 1,436 | $924.0K | 0.25% | −252−14.9% | Reduced |
| Concentric Wealth Management, LLC | 1,430 | $920.0K | 0.26% | −70−4.7% | Reduced |
| Myriad Asset Management Ltd. | 1,425 | $917.0K | 0.10% | +1,425 | New |
| Van Hulzen Asset Management, LLC | 1,413 | $909.0K | 0.10% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 1,403 | $902.0K | 0.38% | −361−20.5% | Reduced |
| PDT Partners, LLC | 1,400 | $901.0K | 0.07% | +1,400 | New |
| First National Trust Co | 1,389 | $893.0K | 0.05% | +70+5.3% | Added |
| Ancora Advisors, LLC | 1,386 | $892.0K | 0.02% | +6+0.4% | Added |
| Laurel Wealth Advisors, Inc. | 1,382 | $889.0K | 0.07% | +1,382 | New |
| Eastern Bank | 1,380 | $887.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,372 | $882.0K | 0.03% | +3+0.2% | Added |
| Orion Portfolio Solutions, LLC | 1,367 | $879.0K | 0.03% | +90+7.0% | Added |
| 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 |
| Act Wealth Management, LLC | 1,350 | $868.0K | 0.50% | −50−3.6% | Reduced |
| Marks Group Wealth Management, Inc | 1,300 | $866.0K | 0.11% | +1,300 | New |
| CWM, LLC | 1,345 | $865.0K | 0.01% | +1,345 | New |
| MMBG Investment Advisors Co. | 1,345 | $865.0K | 0.08% | +1,345 | New |
| Roundview Capital LLC | 1,337 | $860.0K | 0.09% | −45−3.3% | Reduced |
| Harbor Group, Inc. | 1,329 | $855.0K | 0.51% | 00.0% | Unchanged |