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 |
|---|---|---|---|---|---|
| IndexIQ Advisors LLC | 12,213 | $7.86M | 0.26% | +165+1.4% | Added |
| Graticule Asia Macro Advisors LLC | 12,134 | $7.80M | 3.63% | +12,134 | New |
| Impax Asset Management Group plc | 12,119 | $7.79M | 0.03% | +1,640+15.7% | Added |
| Mercer Global Advisors Inc | 12,106 | $7.79M | 0.05% | −1,962−13.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,974 | $7.70M | 0.28% | +625+5.5% | Added |
| Moody Lynn & Lieberson, LLC | 11,945 | $7.68M | 0.52% | +3,635+43.7% | Added |
| Trust Co of Virginia | 11,910 | $7.66M | 0.76% | −378−3.1% | Reduced |
| Aigen Investment Management, LP | 12,072 | $7.63M | 0.47% | +12,072 | New |
| Oppenheimer & Co Inc | 11,825 | $7.61M | 0.13% | −346−2.8% | Reduced |
| FourThought Financial, LLC | 11,769 | $7.57M | 0.95% | −1,878−13.8% | Reduced |
| Financial Counselors Inc | 11,741 | $7.55M | 0.16% | −803−6.4% | Reduced |
| Credit Agricole S A | 11,740 | $7.55M | 0.25% | +681+6.2% | Added |
| NFJ Investment Group, LLC | 11,593 | $7.46M | 0.14% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,354 | $7.30M | 0.10% | +1,275+12.7% | Added |
| Tudor Investment Corp Et Al | 11,213 | $7.21M | 0.14% | +11,213 | New |
| HM Payson & Co | 11,165 | $7.18M | 0.16% | −225−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 11,143 | $7.17M | 0.26% | +556+5.3% | Added |
| Ethic Inc. | 11,092 | $7.13M | 0.55% | +3,142+39.5% | Added |
| BTC Capital Management, Inc. | 10,861 | $6.99M | 0.69% | −30−0.3% | Reduced |
| Banco Santander, S.A. | 10,864 | $6.99M | 0.04% | −2,472−18.5% | Reduced |
| Resonate Capital, LLC | 10,832 | $6.97M | 6.06% | +10,832 | New |
| NatWest Group plc | 10,725 | $6.90M | 3.55% | +2,764+34.7% | Added |
| Group One Trading, L.P. | 10,656 | $6.85M | 0.13% | −11,444−51.8% | Reduced |
| Settian Capital LP | 10,650 | $6.85M | 5.92% | +10,650 | New |
| Steward Partners Investment Advisory, LLC | 10,610 | $6.82M | 0.10% | +3,920+58.6% | Added |
| Redmond Asset Management, LLC | 10,555 | $6.79M | 1.90% | −253−2.3% | Reduced |
| Kenfarb & Co. | 10,526 | $6.77M | 4.95% | +10,526 | New |
| AO Asset Management, LP | 10,500 | $6.75M | 0.66% | +10,500 | New |
| American National Bank | 10,482 | $6.74M | 1.32% | −1,164−10.0% | Reduced |
| Chicago Capital, LLC | 10,479 | $6.74M | 0.25% | −239−2.2% | Reduced |
| M. Kulyk & Associates, LLC | 10,478 | $6.74M | 1.74% | +590+6.0% | Added |
| Fiera Capital Corp | 10,400 | $6.69M | 0.02% | −150−1.4% | Reduced |
| First Citizens Bank & Trust Co | 10,318 | $6.64M | 0.26% | +792+8.3% | Added |
| Jacobs & Co | 10,301 | $6.63M | 0.69% | −472−4.4% | Reduced |
| AE Wealth Management LLC | 10,249 | $6.59M | 0.05% | +93+0.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,195 | $6.56M | 3.74% | −440−4.1% | Reduced |
| Covenant Asset Management, LLC | 10,151 | $6.53M | 1.76% | +57+0.6% | Added |
| HAP Trading, LLC | 10,128 | $6.51M | 0.45% | +10,128 | New |
| Reliant Investment Management, LLC | 10,025 | $6.45M | 2.65% | −320−3.1% | Reduced |
| LGT Fund Management Co Ltd. | 10,000 | $6.43M | 1.85% | +10,000 | New |
| Ameritas Investment Partners, Inc. | 9,905 | $6.37M | 0.21% | +415+4.4% | Added |
| Shannon River Fund Management LLC | 9,739 | $6.26M | 0.64% | +9,739 | New |
| Greenleaf Trust | 9,698 | $6.24M | 0.07% | +833+9.4% | Added |
| HYA Advisors, Inc | 9,628 | $6.19M | 2.22% | +1,171+13.8% | Added |
| Mastrapasqua Asset Management Inc | 9,614 | $6.18M | 0.61% | −33−0.3% | Reduced |
| Equitable Trust Co | 9,583 | $6.16M | 0.38% | −1,055−9.9% | Reduced |
| King Luther Capital Management Corp | 9,431 | $6.07M | 0.03% | +4,666+97.9% | Added |
| Vetamer Capital Management, L.P. | 9,373 | $6.03M | 3.05% | +9,373 | New |
| Raymond James Trust N.A. | 9,365 | $6.02M | 0.18% | +40.0% | Added |
| Gotham Asset Management, LLC | 9,319 | $5.99M | 0.19% | −3,687−28.3% | Reduced |
| National Asset Management, Inc. | 9,256 | $5.95M | 0.17% | +395+4.5% | Added |
| Advisor Partners LLC | 9,225 | $5.93M | 0.36% | +180+2.0% | Added |
| Kinneret Advisory, LLC | 9,142 | $5.88M | 0.61% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,102 | $5.85M | 0.33% | −234−2.5% | Reduced |
| Rheos Capital Works Inc. | 9,100 | $5.85M | 0.26% | −39,800−81.4% | Reduced |
| JustInvest LLC | 9,076 | $5.84M | 0.34% | +2,111+30.3% | Added |
| Regentatlantic Capital LLC | 9,072 | $5.83M | 0.16% | +1,582+21.1% | Added |
| Sycomore Asset Management | 9,000 | $5.83M | 0.90% | +9,000 | New |
| Parsons Capital Management Inc | 9,028 | $5.81M | 0.42% | −905−9.1% | Reduced |
| Harbour Capital Advisors, LLC | 9,007 | $5.79M | 1.42% | −43−0.5% | Reduced |
| Pinz Capital Management, LP | 9,000 | $5.79M | 2.23% | +8,900+8,900.0% | Added |
| W Capital Management, LLC | 8,982 | $5.78M | 2.48% | +8,982 | New |
| Alcosta Capital Management, Inc. | 8,840 | $5.69M | 3.42% | +8,840 | New |
| IFP Advisors, Inc | 8,777 | $5.68M | 0.11% | −234−2.6% | Reduced |
| Everence Capital Management Inc | 8,780 | $5.65M | 0.42% | +780+9.8% | Added |
| Bamco Inc | 8,773 | $5.64M | 0.01% | +785+9.8% | Added |
| Penobscot Investment Management Company, Inc. | 8,762 | $5.64M | 0.76% | +1,955+28.7% | Added |
| First Hawaiian Bank | 8,761 | $5.63M | 0.17% | +1,081+14.1% | Added |
| Conway Capital Management, Inc. | 8,758 | $5.63M | 3.31% | +2,355+36.8% | Added |
| Balasa Dinverno & Foltz LLC | 8,748 | $5.63M | 0.36% | −93−1.1% | Reduced |
| Independent Advisor Alliance | 8,725 | $5.61M | 0.28% | +466+5.6% | Added |
| Advisor Resource Council | 8,694 | $5.59M | 0.44% | +3,311+61.5% | Added |
| Bouvel Investment Partners, LLC | 8,639 | $5.56M | 3.12% | +66+0.8% | Added |
| Sumitomo Life Insurance Co | 8,561 | $5.51M | 0.13% | +2,256+35.8% | Added |
| Emerson Point Capital LP | 8,554 | $5.50M | 0.86% | 00.0% | Unchanged |
| Assetmark, Inc | 8,550 | $5.50M | 0.02% | +7,641+840.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,500 | $5.47M | 2.33% | +2,000+30.8% | Added |
| AlphaStar Capital Management, LLC | 9,915 | $5.46M | 0.44% | −4,715−32.2% | Reduced |
| Virtue Capital Management, LLC | 8,456 | $5.44M | 0.80% | +110+1.3% | Added |
| Watchman Group, Inc. | 8,220 | $5.29M | 2.77% | −136−1.6% | Reduced |
| Corient Capital Partners, LLC | 8,214 | $5.28M | 0.35% | −290−3.4% | Reduced |
| Morgan Jess S & Co Inc | 8,127 | $5.23M | 3.21% | −263−3.1% | Reduced |
| Scotia Capital Inc. | 8,070 | $5.19M | 0.03% | +3,955+96.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,051 | $5.18M | 0.09% | +1,623+25.2% | Added |
| Parallel Advisors, LLC | 8,011 | $5.15M | 0.19% | +417+5.5% | Added |
| Bridgeway Capital Management, LLC | 7,970 | $5.13M | 0.10% | +3,600+82.4% | Added |
| AlphaCrest Capital Management LLC | 7,943 | $5.11M | 0.19% | +4,831+155.2% | Added |
| Legal Advantage Investments, Inc. | 7,887 | $5.07M | 3.44% | −538−6.4% | Reduced |
| AtonRa Partners | 7,837 | $5.04M | 1.75% | −484−5.8% | Reduced |
| Harvest Fund Management Co., Ltd | 7,780 | $5.00M | 0.85% | +5,755+284.2% | Added |
| Kornitzer Capital Management Inc | 7,737 | $4.98M | 0.07% | −2,638−25.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,682 | $4.94M | 0.46% | +623+8.8% | Added |
| Kingfisher Capital LLC | 7,673 | $4.93M | 1.14% | +389+5.3% | Added |
| Monograph Wealth Advisors, LLC | 7,651 | $4.92M | 1.24% | +7,651 | New |
| Papp L Roy & Associates | 7,602 | $4.89M | 0.56% | −178−2.3% | Reduced |
| Advent International Corp | 7,600 | $4.89M | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,568 | $4.87M | 0.17% | +778+11.5% | Added |
| Ocean Capital Management, LLC | 7,515 | $4.84M | 1.83% | −494−6.2% | Reduced |
| Kestra Advisory Services, LLC | 7,393 | $4.75M | 0.05% | −385−4.9% | Reduced |
| Spectrum Management Group, LLC | 7,382 | $4.75M | 0.68% | +740+11.1% | Added |