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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 20,930 | $13.5M | 1.67% | −45−0.2% | Reduced |
| Copeland Capital Management, LLC | 20,877 | $13.4M | 0.35% | −1,681−7.5% | Reduced |
| Cerity Partners LLC | 20,809 | $13.4M | 0.20% | +1,470+7.6% | Added |
| Illinois Municipal Retirement Fund | 20,801 | $13.4M | 0.37% | +13,488+184.4% | Added |
| Central Bank & Trust Co | 20,767 | $13.4M | 2.06% | −1,204−5.5% | Reduced |
| Cohen Klingenstein LLC | 20,600 | $13.3M | 0.52% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,495 | $13.2M | 0.36% | +1,350+7.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 20,430 | $13.1M | 0.62% | +5,740+39.1% | Added |
| Headinvest, LLC | 20,409 | $13.1M | 2.33% | −400−1.9% | Reduced |
| Maryland State Retirement & Pension System | 20,390 | $13.1M | 0.34% | +922+4.7% | Added |
| Wolverine Trading, LLC | 20,268 | $13.0M | 0.18% | −5,772−22.2% | Reduced |
| Allstate Corp | 20,165 | $13.0M | 0.25% | +11,559+134.3% | Added |
| Teachers Retirement System of the State of Kentucky | 20,050 | $12.9M | 0.11% | 00.0% | Unchanged |
| UBS Oconnor LLC | 20,000 | $12.9M | 0.12% | +20,000 | New |
| Simplex Trading, LLC | 19,946 | $12.8M | 0.42% | −4,311−17.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 19,460 | $12.5M | 1.35% | −400−2.0% | Reduced |
| Wealthfront Advisers LLC | 19,423 | $12.5M | 0.05% | +3,287+20.4% | Added |
| Meeder Asset Management Inc | 19,390 | $12.5M | 1.25% | −8,263−29.9% | Reduced |
| Sara-Bay Financial | 19,383 | $12.5M | 3.74% | +291+1.5% | Added |
| Los Angeles Capital Management LLC | 19,374 | $12.5M | 0.05% | −14,886−43.5% | Reduced |
| Trillium Asset Management, LLC | 19,229 | $12.4M | 0.29% | +422+2.2% | Added |
| Atria Investments LLC | 19,222 | $12.4M | 0.22% | +2,854+17.4% | Added |
| First Long Island Investors, LLC | 19,100 | $12.3M | 0.97% | −2,200−10.3% | Reduced |
| Crossmark Global Holdings, Inc. | 19,040 | $12.2M | 0.27% | +55+0.3% | Added |
| GHP Investment Advisors, Inc. | 18,928 | $12.2M | 0.86% | −1,322−6.5% | Reduced |
| Engineers Gate Manager LP | 18,826 | $12.1M | 0.54% | +18,826 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 18,625 | $12.0M | 0.18% | +7,475+67.0% | Added |
| Oppenheimer Asset Management Inc. | 18,612 | $12.0M | 0.16% | −1,423−7.1% | Reduced |
| MML Investors Services, LLC | 18,496 | $11.9M | 0.09% | +1,262+7.3% | Added |
| Banque Cantonale Vaudoise | 18,389 | $11.8M | 0.46% | +2,935+19.0% | Added |
| TD Private Client Wealth LLC | 18,066 | $11.6M | 0.48% | −1,632−8.3% | Reduced |
| Glenmede Trust Co NA | 17,913 | $11.5M | 0.05% | +139+0.8% | Added |
| Sit Investment Associates Inc | 17,904 | $11.5M | 0.27% | +26+0.1% | Added |
| Donaldson Capital Management, LLC | 17,900 | $11.5M | 0.51% | −192−1.1% | Reduced |
| Addenda Capital Inc. | 17,876 | $11.5M | 0.49% | +392+2.2% | Added |
| First Horizon Advisors, Inc. | 17,859 | $11.5M | 0.35% | −348−1.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 17,832 | $11.5M | 0.47% | +169+1.0% | Added |
| McKinley Carter Wealth Services, Inc. | 17,578 | $11.3M | 0.84% | −100−0.6% | Reduced |
| Kentucky Retirement Systems | 17,542 | $11.3M | 0.46% | +1,750+11.1% | Added |
| Andra AP-fonden | 17,500 | $11.3M | 0.23% | −6,700−27.7% | Reduced |
| New Mexico Educational Retirement Board | 17,278 | $11.1M | 0.37% | −600−3.4% | Reduced |
| Harvest Volatility Management LLC | 17,264 | $11.1M | 0.56% | +4,659+37.0% | Added |
| Stonebridge Capital Management Inc | 17,263 | $11.1M | 3.86% | −359−2.0% | Reduced |
| Fifth Third Bancorp | 17,082 | $11.0M | 0.04% | +2,059+13.7% | Added |
| Anderson Hoagland & Co | 20,401 | $10.9M | 1.43% | +1,070+5.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 16,917 | $10.9M | 0.51% | +4,888+40.6% | Added |
| Peapack Gladstone Financial Corp | 16,912 | $10.9M | 0.21% | +53+0.3% | Added |
| Davenport & Co LLC | 16,860 | $10.8M | 0.07% | +3,779+28.9% | Added |
| Thrivent Financial for Lutherans | 16,946 | $10.6M | 0.02% | −68,264−80.1% | Reduced |
| CIBC World Markets Corp | 16,288 | $10.5M | 0.06% | −9,887−37.8% | Reduced |
| Freemont Management S.A. | 16,100 | $10.4M | 2.72% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,098 | $10.4M | 0.16% | +5,180+47.4% | Added |
| Dowling & Yahnke LLC | 15,892 | $10.2M | 0.49% | −393−2.4% | Reduced |
| Account Management LLC | 15,739 | $10.1M | 8.74% | +15,739 | New |
| Polar Asset Management Partners Inc. | 15,708 | $10.1M | 0.12% | +14,512+1,213.4% | Added |
| Pitcairn Co | 15,656 | $10.1M | 0.65% | −951−5.7% | Reduced |
| Karani Asset Management LLC | 15,523 | $9.98M | 4.94% | −1,478−8.7% | Reduced |
| Essex Investment Management Co LLC | 15,505 | $9.97M | 1.14% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 15,501 | $9.97M | 0.29% | −326−2.1% | Reduced |
| Worldquant Millennium Advisors LLC | 15,486 | $9.96M | 0.20% | −17,355−52.8% | Reduced |
| Chartwell Investment Partners, LLC | 15,269 | $9.82M | 0.29% | −2,963−16.3% | Reduced |
| Cypress Capital Group | 15,269 | $9.82M | 1.23% | −30−0.2% | Reduced |
| Navellier & Associates Inc | 15,167 | $9.76M | 1.42% | +854+6.0% | Added |
| People's United Financial, Inc. | 14,841 | $9.55M | 0.23% | +850+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,786 | $9.51M | 0.04% | +1,776+13.7% | Added |
| Trust Co of Vermont | 14,781 | $9.51M | 0.60% | +398+2.8% | Added |
| Quent Capital, LLC | 14,597 | $9.39M | 1.99% | +14,597 | New |
| Hantz Financial Services, Inc. | 14,516 | $9.34M | 0.27% | +515+3.7% | Added |
| ExodusPoint Capital Management, LP | 14,459 | $9.30M | 0.11% | +14,459 | New |
| Private Advisor Group, LLC | 14,447 | $9.29M | 0.07% | −5,571−27.8% | Reduced |
| Carmignac Gestion | 14,428 | $9.28M | 0.13% | −307−2.1% | Reduced |
| Oak Ridge Investments LLC | 14,323 | $9.21M | 0.78% | −219−1.5% | Reduced |
| Bailard, Inc. | 14,104 | $9.07M | 0.29% | +49+0.3% | Added |
| Broadleaf Partners, LLC | 14,065 | $9.05M | 2.78% | +4,591+48.5% | Added |
| Biltmore Family Office, LLC | 14,045 | $9.03M | 1.72% | +14,045 | New |
| Eagle Capital Management, LLC | 14,034 | $9.03M | 2.36% | −224−1.6% | Reduced |
| North Fourth Asset Management, LP | 14,000 | $9.01M | 3.15% | +700+5.3% | Added |
| Meristem Family Wealth, LLC | 13,902 | $8.94M | 0.77% | +3,434+32.8% | Added |
| HighTower Trust Services, LTA | 13,886 | $8.93M | 0.87% | −37−0.3% | Reduced |
| AXS Investments LLC | 13,866 | $8.92M | 2.11% | +13,866 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,852 | $8.91M | 0.01% | −2,699−16.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,616 | $8.76M | 0.17% | +256+1.9% | Added |
| Elk River Wealth Management, LLC | 13,606 | $8.75M | 1.98% | +167+1.2% | Added |
| Tenere Capital LLC | 13,587 | $8.74M | 3.47% | +13,587 | New |
| Amica Mutual Insurance Co | 13,346 | $8.58M | 0.73% | −337−2.5% | Reduced |
| Advisory Services Network, LLC | 13,259 | $8.53M | 0.25% | +1,036+8.5% | Added |
| Montag A & Associates Inc | 13,230 | $8.51M | 0.42% | +248+1.9% | Added |
| E. Ohman J:or Asset Management AB | 13,184 | $8.48M | 0.24% | +800+6.5% | Added |
| Fundsmith Investment Services Ltd. | 13,121 | $8.44M | 4.59% | +11+0.1% | Added |
| Nomura Holdings Inc | 12,901 | $8.30M | 0.05% | +7,187+125.8% | Added |
| XXEC, Inc. | 16,063 | $8.29M | 7.07% | −77−0.5% | Reduced |
| Logan Capital Management Inc | 12,720 | $8.18M | 0.35% | −103−0.8% | Reduced |
| Jane Street Group, LLC | 12,485 | $8.03M | 0.02% | −78,031−86.2% | Reduced |
| American Money Management, LLC | 12,412 | $7.98M | 2.07% | −255−2.0% | Reduced |
| Conning Inc. | 12,409 | $7.98M | 0.21% | −2,504−16.8% | Reduced |
| Avantax Advisory Services, Inc. | 12,385 | $7.98M | 0.12% | +1,022+9.0% | Added |
| BOK Financial Private Wealth, Inc. | 12,353 | $7.95M | 0.55% | −122−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 12,345 | $7.94M | 0.52% | +1,011+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,342 | $7.94M | 0.39% | +1,673+15.7% | Added |
| PGGM Investments | 12,342 | $7.94M | 0.04% | +12,342 | New |