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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 959 | $617.0K | 0.02% | +20+2.1% | Added |
| Disciplined Equity Management, Inc. | 955 | $614.0K | 0.59% | +955 | 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 |
| NTB Financial Corp | 942 | $606.0K | 0.42% | +942 | New |
| Calton & Associates, Inc. | 940 | $605.0K | 0.16% | −132−12.3% | Reduced |
| Okabena Investment Services Inc | 933 | $600.0K | 0.23% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 931 | $599.0K | 0.01% | −37−3.8% | Reduced |
| Oak Thistle LLC | 930 | $598.0K | 0.46% | +930 | New |
| 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 |
| Column Capital Advisors, LLC | 915 | $589.0K | 0.11% | −206−18.4% | Reduced |
| Samalin Investment Counsel, LLC | 905 | $582.0K | 0.35% | −93−9.3% | Reduced |
| Echo45 Advisors LLC | 905 | $582.0K | 0.47% | +905 | 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 |
| 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 |
| Pacific Global Investment Management CO | 894 | $575.0K | 0.11% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 894 | $575.0K | 0.22% | +894 | New |
| Great Diamond Partners, LLC | 892 | $573.0K | 0.15% | −30−3.3% | Reduced |
| Hancock Whitney Corp | 890 | $572.0K | 0.02% | −53−5.6% | Reduced |
| Thrive Wealth Management, LLC | 887 | $570.0K | 0.19% | +887 | New |
| Exane Derivatives | 880 | $566.1K | 0.14% | +734+502.7% | Added |
| Regent Peak Wealth Advisors LLC | 877 | $565.0K | 0.15% | +55+6.7% | Added |
| Winthrop Advisory Group LLC | 877 | $564.0K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 875 | $563.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 875 | $563.0K | 0.11% | 00.0% | Unchanged |
| West Coast Financial LLC | 873 | $562.0K | 0.08% | −44−4.8% | Reduced |
| Journey Advisory Group, LLC | 857 | $551.0K | 0.15% | +94+12.3% | Added |
| ICW Investment Advisors LLC | 854 | $549.0K | 0.31% | +854 | New |
| Hixon Zuercher, LLC | 850 | $547.0K | 0.27% | +20+2.4% | Added |
| Boenning & Scattergood, Inc. | 846 | $544.0K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 844 | $543.0K | 0.02% | +92+12.2% | Added |
| HB Wealth Management, LLC | 844 | $543.0K | 0.01% | +844 | New |
| Ifrah Financial Services, Inc. | 839 | $540.0K | 0.14% | +12+1.5% | Added |
| 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 |
| Redhawk Wealth Advisors, Inc. | 834 | $536.0K | 0.14% | +30+3.7% | Added |
| Alethea Capital Management, LLC | 834 | $536.0K | 0.47% | +834 | New |
| MSH Capital Advisors LLC | 832 | $535.3K | 0.24% | +832 | New |
| Planned Solutions, Inc. | 832 | $535.0K | 0.37% | +832 | New |
| West Family Investments, Inc. | 829 | $533.0K | 0.15% | −56−6.3% | Reduced |
| Diversified Portfolios, Inc. | 829 | $533.0K | 0.13% | +829 | New |
| Sustainable Insight Capital Management, LLC | 827 | $532.0K | 0.29% | +272+49.0% | Added |
| Burney Co | 825 | $531.0K | 0.02% | −364−30.6% | Reduced |
| Resources Management Corp | 825 | $531.0K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 824 | $530.0K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 822 | $529.0K | 0.04% | +354+75.6% | Added |
| Diversified Investment Strategies, LLC | 820 | $527.0K | 0.38% | −40−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 816 | $525.0K | 0.06% | +816 | New |
| Successful Portfolios LLC | 814 | $524.0K | 0.28% | −17−2.0% | Reduced |
| Comerica Securities,inc. | 813 | $523.0K | 0.03% | −23−2.8% | Reduced |
| Arrow Financial Corp | 810 | $521.0K | 0.06% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 808 | $520.0K | 0.06% | +808 | New |
| Argus Investors' Counsel, Inc. | 806 | $518.0K | 0.31% | +108+15.5% | Added |
| 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 |
| Mason Investment Advisory Services, Inc. | 800 | $514.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| Plancorp, LLC | 796 | $512.0K | 0.03% | +15+1.9% | Added |
| Avenue 1 Advisors, LLC | 795 | $511.0K | 0.27% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 919 | $510.0K | 0.18% | +919 | New |
| Highland Private Wealth Management | 791 | $509.0K | 0.06% | +42+5.6% | Added |
| TRUE Private Wealth Advisors | 791 | $508.0K | 0.07% | +12+1.5% | Added |
| Elgethun Capital Management | 804 | $505.0K | 0.18% | +1+0.1% | Added |
| Vista Finance, LLC | 777 | $500.0K | 0.52% | +777 | New |
| Robertson Stephens Wealth Management, LLC | 776 | $499.0K | 0.04% | +776 | New |
| TCWP LLC | 777 | $499.0K | 0.10% | +777 | New |
| Royal Fund Management, LLC | 774 | $497.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 773 | $497.0K | 0.15% | +77+11.1% | Added |
| Front Barnett Associates LLC | 770 | $495.0K | 0.05% | 00.0% | Unchanged |
| Wildcat Capital Management, LLC | 769 | $495.0K | 0.08% | +769 | New |
| Tufton Capital Management | 765 | $492.0K | 0.08% | −60−7.3% | Reduced |
| Alpha Omega Wealth Management LLC | 888 | $491.0K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 761 | $489.0K | 0.05% | +761 | New |
| Orchard Capital Managment, LLC | 759 | $488.0K | 0.14% | 00.0% | Unchanged |
| Inverness Counsel LLC | 757 | $487.0K | 0.02% | −353−31.8% | Reduced |
| BlueSky Wealth Advisors, LLC | 755 | $486.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 753 | $484.0K | 0.08% | +203+36.9% | Added |
| Thomasville National Bank | 752 | $484.0K | 0.05% | +752 | New |
| Gill Capital Partners, LLC | 750 | $483.0K | 0.21% | 00.0% | Unchanged |
| Kings Point Capital Management | 748 | $481.0K | 0.04% | +3+0.4% | Added |
| Bragg Financial Advisors, Inc | 890 | $480.0K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 743 | $480.0K | 0.03% | −30−3.9% | Reduced |
| Ellevest, Inc. | 746 | $480.0K | 0.04% | −1−0.1% | Reduced |
| Quest Capital Management Inc | 744 | $479.0K | 0.08% | −185−19.9% | Reduced |
| Vigilare Wealth Management | 743 | $478.0K | 0.28% | +81+12.2% | Added |
| Baker Avenue Asset Management, LP | 738 | $475.0K | 0.02% | +738 | New |
| Snowden Capital Advisors LLC | 738 | $474.0K | 0.02% | −645−46.6% | Reduced |
| MJP Associates Inc | 749 | $473.0K | 0.14% | +104+16.1% | Added |
| Washington Trust Advisors, Inc. | 736 | $473.0K | 0.03% | +736 | New |
| Fishman Jay A Ltd | 732 | $470.8K | 0.05% | 00.0% | Unchanged |