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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 7,301 | $4.70M | 0.30% | +424+6.2% | Added |
| Stratos Wealth Partners, LTD. | 7,108 | $4.57M | 0.10% | +539+8.2% | Added |
| Applied Research Investments, LLC | 7,025 | $4.52M | 1.49% | +516+7.9% | Added |
| Premier Fund Managers Ltd | 7,002 | $4.51M | 0.14% | +1,688+31.8% | Added |
| First Quadrant L P | 7,004 | $4.50M | 0.48% | 00.0% | Unchanged |
| EMJ Capital Ltd. | 7,000 | $4.50M | 17.46% | +7,000 | New |
| Van Leeuwen & Company, LLC | 6,984 | $4.49M | 2.52% | −2,096−23.1% | Reduced |
| Palisade Capital Management LLC | 6,942 | $4.46M | 0.09% | −384−5.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,917 | $4.45M | 0.35% | −26−0.4% | Reduced |
| Telemus Capital, LLC | 6,915 | $4.45M | 0.36% | −589−7.8% | Reduced |
| O'Shares Investment Advisers, LLC | 6,837 | $4.40M | 0.31% | −1,694−19.9% | Reduced |
| Weil Company, Inc. | 6,812 | $4.38M | 2.04% | −298−4.2% | Reduced |
| Veritable, L.P. | 6,811 | $4.38M | 0.06% | +60+0.9% | Added |
| CIBC World Markets Inc. | 6,756 | $4.35M | 0.01% | −2,595−27.8% | Reduced |
| Canal Capital Management, LLC | 6,735 | $4.33M | 1.05% | −257−3.7% | Reduced |
| Vident Investment Advisory, LLC | 6,573 | $4.23M | 0.11% | +2,625+66.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,573 | $4.23M | 0.27% | −1,300−16.5% | Reduced |
| Sargent Bickham Lagudis LLC | 6,555 | $4.22M | 0.32% | −149−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 6,487 | $4.17M | 0.32% | +1,359+26.5% | Added |
| Ieq Capital, LLC | 6,476 | $4.17M | 0.10% | +1,066+19.7% | Added |
| Verition Fund Management LLC | 6,458 | $4.15M | 0.05% | +129+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,390 | $4.11M | 0.25% | +202+3.3% | Added |
| GAM Holding AG | 6,379 | $4.10M | 0.18% | +6,379 | New |
| Evoke Wealth, LLC | 6,333 | $4.07M | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,328 | $4.07M | 0.32% | −2,020−24.2% | Reduced |
| Cohen Investment Advisors LLC | 6,302 | $4.05M | 2.89% | −99−1.5% | Reduced |
| Hyman Charles D | 6,266 | $4.03M | 0.26% | −32−0.5% | Reduced |
| Pinnbrook Capital Management LP | 6,251 | $4.02M | 3.23% | +6,251 | New |
| Baader Bank INC | 6,193 | $3.98M | 0.31% | +6,193 | New |
| Nicholas Investment Partners, LP | 6,164 | $3.96M | 0.25% | +4,259+223.6% | Added |
| Private Capital Advisors, Inc. | 6,150 | $3.96M | 0.63% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,120 | $3.94M | 0.01% | −145−2.3% | Reduced |
| S.A. Mason LLC | 6,104 | $3.93M | 2.36% | +100+1.7% | Added |
| Iyo Bank, Ltd. | 6,083 | $3.91M | 1.19% | +6,083 | New |
| Prudential PLC | 6,055 | $3.90M | 0.05% | +6,055 | New |
| Bank of Hawaii | 6,044 | $3.89M | 0.20% | +1,201+24.8% | Added |
| FDx Advisors, Inc. | 6,009 | $3.87M | 0.11% | +47+0.8% | Added |
| Wambolt & Associates, LLC | 5,991 | $3.85M | 1.39% | +240+4.2% | Added |
| Mission Creek Capital Partners, Inc. | 5,979 | $3.85M | 0.76% | −561−8.6% | Reduced |
| EFG Asset Management (North America) Corp. | 5,912 | $3.80M | 0.50% | +5,912 | New |
| Wedbush Securities Inc | 5,836 | $3.75M | 0.16% | +559+10.6% | Added |
| Douglass Winthrop Advisors, LLC | 5,814 | $3.74M | 0.08% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,782 | $3.72M | 2.70% | −150−2.5% | Reduced |
| Boothbay Fund Management, LLC | 5,769 | $3.71M | 0.12% | −6,174−51.7% | Reduced |
| City Holding Co | 7,736 | $3.67M | 0.61% | −199−2.5% | Reduced |
| Minot Wealth Management LLC | 5,680 | $3.65M | 0.70% | +725+14.6% | Added |
| Vestcor Inc | 5,665 | $3.64M | 0.13% | −912−13.9% | Reduced |
| TownSquare Capital, LLC | 5,663 | $3.64M | 0.09% | −103−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,651 | $3.63M | 0.21% | +347+6.5% | Added |
| Mayport, LLC | 5,650 | $3.63M | 2.70% | +5,650 | New |
| Cresset Asset Management, LLC | 5,623 | $3.62M | 0.03% | −3,612−39.1% | Reduced |
| Central Trust Co | 5,514 | $3.55M | 0.10% | +323+6.2% | Added |
| Citizens Financial Group Inc | 5,490 | $3.52M | 0.12% | −514−8.6% | Reduced |
| MAI Capital Management | 5,455 | $3.51M | 0.06% | +14+0.3% | Added |
| E Fund Management Co., Ltd. | 5,423 | $3.49M | 0.12% | −63−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,412 | $3.48M | 0.09% | −7,792−59.0% | Reduced |
| Mirador Capital Partners LP | 5,372 | $3.46M | 0.73% | +10+0.2% | Added |
| Martin Capital Advisors, LLP | 5,344 | $3.44M | 2.13% | +5,344 | New |
| Clean Yield Group | 5,292 | $3.40M | 1.13% | −73−1.4% | Reduced |
| Point72 Hong Kong Ltd | 5,285 | $3.40M | 0.29% | −199−3.6% | Reduced |
| Berger Financial Group, Inc | 5,259 | $3.38M | 0.45% | +5,259 | New |
| Outfitter Financial LLC | 5,240 | $3.37M | 2.47% | −20−0.4% | Reduced |
| Zevenbergen Capital Investments LLC | 5,228 | $3.36M | 0.07% | +350+7.2% | Added |
| Pearl River Capital, LLC | 5,220 | $3.36M | 0.91% | +5,220 | New |
| Cetera Advisor Networks LLC | 5,210 | $3.35M | 0.04% | +57+1.1% | Added |
| Pathstone Family Office, LLC | 5,184 | $3.33M | 0.08% | +2,618+102.0% | Added |
| Sciencast Management LP | 5,452 | $3.33M | 0.59% | +1,433+35.7% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.33M | 1.32% | −2,730−34.6% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 5,141 | $3.31M | 0.66% | +674+15.1% | Added |
| Stonnington Group, LLC | 5,625 | $3.25M | 0.70% | −2,210−28.2% | Reduced |
| Donoghue Forlines LLC | 5,061 | $3.25M | 0.55% | −1,253−19.8% | Reduced |
| Segantii Capital Management Ltd | 5,051 | $3.25M | 0.11% | +5,051 | New |
| PFG Advisors | 5,014 | $3.23M | 0.32% | +77+1.6% | Added |
| Decatur Capital Management, Inc. | 5,008 | $3.22M | 1.91% | −55−1.1% | Reduced |
| Glynn Capital Management LLC | 5,000 | $3.22M | 0.34% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.22M | 0.85% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,987 | $3.21M | 0.03% | −120−2.3% | Reduced |
| First Foundation Advisors | 4,952 | $3.19M | 0.11% | +604+13.9% | Added |
| First Nebraska Trust Co | 4,946 | $3.18M | 0.38% | −124−2.4% | Reduced |
| Freedom Day Solutions, LLC | 4,893 | $3.15M | 1.27% | −366−7.0% | Reduced |
| Alps Advisors Inc | 4,880 | $3.14M | 0.04% | −78−1.6% | Reduced |
| Fosun International Ltd | 4,826 | $3.13M | 0.18% | −620−11.4% | Reduced |
| Jump Financial, LLC | 4,853 | $3.12M | 0.20% | +3,920+420.2% | Added |
| Private Trust Co NA | 4,850 | $3.12M | 0.43% | −139−2.8% | Reduced |
| Ironwood Financial, llc | 4,808 | $3.09M | 0.85% | −90−1.8% | Reduced |
| Roberts Wealth Advisors, LLC | 4,879 | $3.08M | 1.11% | −62−1.3% | Reduced |
| Coastline Trust Co | 4,775 | $3.07M | 0.35% | −62−1.3% | Reduced |
| Boston Private Wealth LLC | 4,738 | $3.05M | 0.05% | +223+4.9% | Added |
| USA Financial Portformulas Corp | 4,734 | $3.04M | 2.61% | +1,020+27.5% | Added |
| Silvercrest Asset Management Group LLC | 4,717 | $3.03M | 0.02% | −4−0.1% | Reduced |
| Varma Mutual Pension Insurance Co | 4,713 | $3.03M | 0.04% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,699 | $3.02M | 0.62% | +145+3.2% | Added |
| Personal Capital Advisors Corp | 4,678 | $3.00M | 0.01% | −76−1.6% | Reduced |
| Old National Bancorp | 4,650 | $2.99M | 0.11% | −478−9.3% | Reduced |
| Dakota Wealth Management | 4,613 | $2.97M | 0.31% | −867−15.8% | Reduced |
| Empirical Finance, LLC | 4,605 | $2.96M | 0.35% | +1,272+38.2% | Added |
| Herold Advisors, Inc. | 4,590 | $2.95M | 1.15% | +120+2.7% | Added |
| NVWM, LLC | 4,521 | $2.91M | 0.91% | +1,651+57.5% | Added |
| Welch & Forbes LLC | 4,513 | $2.90M | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,450 | $2.86M | 0.06% | −135−2.9% | Reduced |