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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 877 | $470.0K | 0.18% | −61−6.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 731 | $470.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 729 | $469.0K | 0.07% | −240−24.8% | Reduced |
| Family Firm, Inc. | 728 | $468.0K | 0.12% | 00.0% | Unchanged |
| Geller Advisors LLC | 728 | $468.0K | 0.09% | +17+2.4% | Added |
| Johnson Bixby & Associates, LLC | 725 | $466.0K | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 722 | $464.0K | 0.08% | −94−11.5% | Reduced |
| Stansberry Asset Management, LLC | 717 | $462.0K | 0.09% | +188+35.5% | Added |
| Bernardo Wealth Planning LLC | 718 | $461.0K | 0.23% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 705 | $453.5K | 0.12% | +396+128.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 702 | $452.0K | 0.03% | −18−2.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 698 | $449.0K | 0.06% | +698 | New |
| Meadow Creek Wealth Advisors LLC | 699 | $449.0K | 0.42% | +699 | New |
| Oxbow Advisors, LLC | 697 | $448.0K | 0.04% | +207+42.2% | Added |
| Cim Investment Mangement Inc | 697 | $448.0K | 0.13% | +697 | New |
| Legacy Bridge, LLC | 695 | $447.0K | 0.23% | −125−15.2% | Reduced |
| First Affirmative Financial Network | 694 | $447.0K | 0.41% | −9−1.3% | Reduced |
| Silphium Asset Management Ltd | 694 | $446.4K | 0.43% | −550−44.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 692 | $445.0K | 0.21% | −8−1.1% | Reduced |
| Circle Wealth Management, LLC | 692 | $445.0K | 0.06% | +15+2.2% | Added |
| Abbrea Capital, LLC | 686 | $441.0K | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 682 | $439.0K | 0.14% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 681 | $438.0K | 0.12% | −43−5.9% | Reduced |
| Financial Architects, Inc | 681 | $438.0K | 0.06% | +64+10.4% | Added |
| Essex Financial Services, Inc. | 680 | $437.0K | 0.04% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 677 | $436.0K | 0.26% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 678 | $435.0K | 0.32% | +678 | New |
| John G Ullman & Associates Inc | 675 | $434.0K | 0.06% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $434.0K | 0.09% | 00.0% | Unchanged |
| JSF Financial, LLC | 675 | $434.0K | 0.21% | +19+2.9% | Added |
| Graypoint LLC | 675 | $434.0K | 0.05% | +79+13.3% | Added |
| Cedar Brook Financial Partners, LLC | 674 | $434.0K | 0.11% | +125+22.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 667 | $429.0K | 0.06% | 00.0% | Unchanged |
| Concentrum Wealth Management | 665 | $428.0K | 0.23% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 661 | $425.0K | 0.14% | −22−3.2% | Reduced |
| Yorktown Management & Research Co Inc | 660 | $425.0K | 0.29% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 655 | $421.0K | 0.07% | +3+0.5% | Added |
| Valeo Financial Advisors, LLC | 655 | $421.0K | 0.02% | +93+16.5% | Added |
| State of Wyoming | 652 | $419.0K | 0.19% | −184−22.0% | Reduced |
| Legacy Wealth Management, LLC | 650 | $418.1K | 0.21% | 00.0% | Unchanged |
| One Capital Management, LLC | 650 | $418.0K | 0.03% | −41−5.9% | Reduced |
| BNC Wealth Management, LLC | 641 | $412.0K | 0.19% | +641 | New |
| Latitude Advisors, LLC | 638 | $410.0K | 0.11% | +1+0.2% | Added |
| Aj Wealth Strategies, LLC | 636 | $409.0K | 0.02% | −348−35.4% | Reduced |
| Synergy Financial Group, LTD | 635 | $408.0K | 0.37% | +635 | New |
| Frontier Wealth Management LLC | 632 | $407.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 633 | $407.0K | 0.17% | +18+2.9% | Added |
| Leavell Investment Management, Inc. | 630 | $405.0K | 0.03% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $405.0K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 630 | $405.0K | 0.11% | +213+51.1% | Added |
| Blueprint Investment Partners LLC | 629 | $404.6K | 0.10% | +77+13.9% | Added |
| Wade Financial Advisory, Inc | 626 | $403.0K | 0.21% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 627 | $403.0K | 0.03% | +10+1.6% | Added |
| SkyView Investment Advisors, LLC | 3,096 | $403.0K | 0.09% | +2,646+588.0% | Added |
| Avestar Capital, LLC | 626 | $403.0K | 0.07% | +626 | New |
| Vahanian & Associates Financial Planning Inc. | 625 | $402.0K | 0.32% | +625 | New |
| Eagle Strategies LLC | 625 | $402.0K | 0.16% | +625 | New |
| Camden National Bank | 622 | $400.0K | 0.07% | +14+2.3% | Added |
| Sonora Investment Management Group, LLC | 620 | $399.0K | 0.05% | +620 | New |
| Curated Wealth Partners LLC | 619 | $398.0K | 0.13% | −71−10.3% | Reduced |
| Altfest L J & Co Inc | 614 | $395.0K | 0.08% | −76−11.0% | Reduced |
| Prelude Capital Management, LLC | 613 | $394.0K | 0.02% | −3,787−86.1% | Reduced |
| RMB Capital Management, LLC | 612 | $394.0K | 0.01% | −6−1.0% | Reduced |
| Moors & Cabot, Inc. | 611 | $393.0K | 0.02% | +25+4.3% | Added |
| Emerald Advisers, LLC | 610 | $392.0K | 0.01% | +610 | New |
| Cross Staff Investments Inc | 610 | $392.0K | 0.35% | +610 | New |
| TCTC Holdings, LLC | 607 | $391.0K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 608 | $391.0K | 0.39% | +608 | New |
| Southern Capital Advisors, LLC | 607 | $390.0K | 0.24% | +607 | New |
| Sather Financial Group Inc | 604 | $389.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 604 | $389.0K | 0.14% | +604 | New |
| CV Advisors LLC | 604 | $389.0K | 0.22% | +604 | New |
| IHT Wealth Management, LLC | 603 | $388.0K | 0.03% | −16−2.6% | Reduced |
| Grove Bank & Trust | 601 | $387.0K | 0.07% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 600 | $386.0K | 0.21% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $386.0K | 0.12% | −2−0.3% | Reduced |
| Westwood Management Corp | 600 | $386.0K | 0.03% | 00.0% | Unchanged |
| Palladium Partners LLC | 600 | $386.0K | 0.02% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $386.0K | 0.09% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $386.0K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $386.0K | 0.26% | 00.0% | Unchanged |
| Main Street Research LLC | 600 | $386.0K | 0.03% | +75+14.3% | Added |
| Convergence Investment Partners, LLC | 591 | $380.0K | 0.19% | +85+16.8% | Added |
| Hummer Financial Advisory Services Inc | 590 | $379.0K | 0.32% | −50−7.8% | Reduced |
| Verity Asset Management, Inc. | 586 | $377.0K | 0.22% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 581 | $374.0K | 0.11% | −68−10.5% | Reduced |
| FinTrust Capital Advisors, LLC | 580 | $373.0K | 0.09% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 720 | $372.0K | 0.07% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 576 | $371.0K | 0.11% | +11+1.9% | Added |
| Cedar Mountain Advisors, LLC | 576 | $370.0K | 0.11% | +1+0.2% | Added |
| Natixis Investment Managers International | 571 | $367.0K | 0.02% | −218−27.6% | Reduced |
| Schnieders Capital Management LLC | 570 | $367.0K | 0.09% | −132−18.8% | Reduced |
| Wealthcare Advisory Partners LLC | 568 | $366.0K | 0.02% | +568 | New |
| Personal Cfo Solutions, LLC | 565 | $363.0K | 0.07% | −97−14.7% | Reduced |
| Crestone Asset Management LLC | 563 | $362.0K | 0.07% | −283−33.5% | Reduced |
| Full Sail Capital, LLC | 700 | $362.0K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 558 | $359.0K | 0.02% | +41+7.9% | Added |
| Advisory Resource Group | 644 | $358.0K | 0.12% | +644 | New |
| Krane Funds Advisors LLC | 555 | $357.0K | 0.01% | −206−27.1% | Reduced |
| First Pacific Advisors, LP | 555 | $357.0K | 0.00% | 00.0% | Unchanged |