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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.

Institutional holdersQ4 2021: 1,668 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2021: $151.9B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2021.

Institutions holding INTU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Maryland Capital Management555$357.0K0.02%+63+12.8%Added
LifeSteps Financial, Inc.554$356.0K0.25%−21−3.7%Reduced
Marcum Wealth, LLC551$354.0K0.05%−24−4.2%Reduced
New England Research & Management, Inc.550$354.0K0.17%00.0%Unchanged
Legacy Financial Advisors, Inc.551$354.0K0.08%+81+17.2%Added
Hancock Whitney Investment Services Inc.543$352.0K0.06%+543New
Perpetual Investment Management Ltd544$350.0K0.04%+544New
Advisors Capital Management, LLC540$347.0K0.01%−41−7.1%Reduced
Intelligent Financial Strategies540$347.0K0.31%+540New
Grimes & Company, Inc.538$346.0K0.02%+47+9.6%Added
Essex Savings Bank535$344.0K0.12%−122−18.6%Reduced
Wedmont Private Capital622$344.0K0.11%+622New
Riverview Trust Co533$343.0K0.20%00.0%Unchanged
High Falls Advisors, Inc533$343.0K0.09%+101+23.4%Added
Lakeview Capital Partners, LLC531$342.0K0.20%00.0%Unchanged
Altshuler Shaham Ltd530$341.0K0.01%−89−14.4%Reduced
We Are One Seven, LLC530$341.0K0.04%+2+0.4%Added
Brendel Financial Advisors LLC529$340.0K0.18%+529New
Magellan Asset Management Ltd527$339.0K0.00%+66+14.3%Added
Financial Advisors Network, Inc.523$336.0K0.08%+7+1.4%Added
Ssi Investment Management LLC523$336.0K0.02%00.0%Unchanged
Merit Financial Group, LLC522$336.0K0.03%00.0%Unchanged
Synovus Financial Corp519$335.0K0.00%−67−11.4%Reduced
Carroll Financial Associates, Inc.514$335.0K0.02%−11−2.1%Reduced
Redwood Investment Management, LLC521$335.0K0.04%+521New
Ameritas Advisory Services, LLC519$334.0K0.01%+519New
Sunflower Bank, N.A.518$333.0K0.04%+50+10.7%Added
Ausdal Financial Partners, Inc.517$333.0K0.04%+93+21.9%Added
PDS Planning, Inc514$331.0K0.06%−1−0.2%Reduced
FORA Capital, LLC513$330.0K0.13%+513New
Howe & Rusling Inc510$328.0K0.04%+150+41.7%Added
Private Advisory Group LLC506$325.0K0.07%+506New
Fundamentun, LLC504$324.0K0.05%−393−43.8%Reduced
MA Private Wealth504$324.0K0.06%00.0%Unchanged
Reinhart Partners, Inc.500$322.0K0.02%−100−16.7%Reduced
Guyasuta Investment Advisors Inc500$322.0K0.02%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP500$322.0K0.02%00.0%Unchanged
Mechanics Bank Trust Department500$322.0K0.05%00.0%Unchanged
Next Capital Management LLC500$322.0K0.22%00.0%Unchanged
Inscription Capital, LLC500$322.0K0.09%00.0%Unchanged
Ontario Teachers Pension Plan Board500$322.0K0.00%+500New
Enlightenment Research, LLC500$322.0K0.46%+500New
Blackston Financial Advisory Group, LLC500$322.0K0.19%+500New
Altrafin AG500$321.6K0.12%+500New
Tranquility Partners, LLC498$320.0K0.15%00.0%Unchanged
Sandhill Capital Partners LLC497$320.0K0.02%00.0%Unchanged
Independent Wealth Network Inc.494$318.0K0.20%+5+1.0%Added
Associated Banc-Corp493$317.0K0.01%00.0%Unchanged
Retirement Capital Strategies489$315.0K0.12%+55+12.7%Added
J.W. Cole Advisors, Inc.490$315.0K0.02%+490New
Cable Hill Partners, LLC487$313.0K0.06%+58+13.5%Added
Cooper Financial Group487$313.0K0.12%+65+15.4%Added
Carmel Capital Partners, LLC487$313.0K0.23%+487New
Clear Harbor Asset Management, LLC483$311.0K0.03%00.0%Unchanged
Summit Financial, LLC481$309.4K0.02%+62+14.8%Added
Koshinski Asset Management, Inc.479$308.1K0.02%−1−0.2%Reduced
Kaizen Financial Strategies477$307.0K0.23%−11−2.3%Reduced
Ilmarinen Mutual Pension Insurance Co477$307.0K0.00%+477New
Independent Financial Group, LLC473$304.2K0.03%−167−26.1%Reduced
Teamwork Financial Advisors, LLC472$304.0K0.06%−97−17.0%Reduced
Sloy Dahl & Holst, LLC563$304.0K0.06%00.0%Unchanged
Rosenberg Matthew Hamilton473$304.0K0.11%+8+1.7%Added
Bordeaux Wealth Advisors LLC473$304.0K0.14%+473New
Marotta Asset Management471$303.0K0.07%−41−8.0%Reduced
Schwab Charitable Fund470$302.0K0.03%00.0%Unchanged
Tennessee Valley Asset Management Partners469$302.0K0.10%00.0%Unchanged
Linscomb & Williams, Inc.470$302.0K0.01%+54+13.0%Added
IMPACTfolio, LLC469$302.0K0.26%+469New
ARS Investment Partners, LLC467$300.0K0.03%00.0%Unchanged
Sandy Spring Bank466$300.0K0.01%00.0%Unchanged
Warren Averett Asset Management, LLC558$298.0K0.03%−26−4.5%Reduced
Eagle Bay Advisors LLC463$298.0K0.19%−97−17.3%Reduced
Bickling Financial Services, Inc.464$298.0K0.14%00.0%Unchanged
Cambridge Trust Co461$297.0K0.01%+461New
OneAscent Financial Services LLC462$297.0K0.57%+462New
Summit Financial Group Inc457$294.0K0.10%00.0%Unchanged
First Heartland Consultants, Inc.458$294.0K0.04%00.0%Unchanged
Fort Sheridan Advisors LLC457$294.0K0.08%00.0%Unchanged
Rehmann Capital Advisory Group453$292.0K0.03%+10+2.3%Added
Covestor Ltd452$291.0K0.41%+452New
Arkadios Wealth Advisors451$290.0K0.04%−64−12.4%Reduced
McClarren Financial Advisors, Inc.450$290.0K0.20%+450New
Riverwater Partners LLC449$289.0K0.26%+449New
Clear Street Markets LLC445$286.0K0.03%+445New
Clare Market Investments LLC440$283.0K0.08%+440New
Tiedemann Advisors, LLC440$283.0K0.01%00.0%Unchanged
NuWave Investment Management, LLC439$282.0K0.32%−2,013−82.1%Reduced
Trevian Wealth Management LLC438$282.0K0.27%+438New
Tucker Asset Management LLC437$281.1K0.09%−14−3.1%Reduced
Douglas Lane & Associates, LLC437$281.0K0.00%−80−15.5%Reduced
Perennial Investment Advisors, LLC440$281.0K0.09%+40+10.0%Added
Gradient Capital Advisors, LLC435$280.0K0.12%−6−1.4%Reduced
360 Financial, Inc.435$280.0K0.13%+435New
AGF Investments LLC433$279.0K0.02%−97−18.3%Reduced
NinePointTwo Capital434$279.0K0.09%+434New
McLean Asset Management Corp474$274.0K0.11%−59−11.1%Reduced
Signet Financial Management, LLC424$273.0K0.04%−25−5.6%Reduced
Providence First Trust Co423$272.0K0.12%+423New
Wealth Management Partners, LLC1,000$271.0K0.19%+1,000New
Keebeck Wealth Management, LLC420$270.0K0.05%00.0%Unchanged