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 |
|---|---|---|---|---|---|
| Scott & Selber, Inc. | 4,446 | $2.86M | 1.01% | −7−0.2% | Reduced |
| IBM Retirement Fund | 4,392 | $2.83M | 0.35% | −2,808−39.0% | Reduced |
| Pittenger & Anderson Inc | 4,378 | $2.82M | 0.13% | +3,903+821.7% | Added |
| Fiduciary Trust Co | 4,361 | $2.81M | 0.05% | +229+5.5% | Added |
| Novare Capital Management LLC | 4,345 | $2.79M | 0.28% | −30−0.7% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.79M | 0.46% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,332 | $2.79M | 0.09% | −919−17.5% | Reduced |
| Silicon Valley Capital Partners | 4,319 | $2.78M | 0.44% | +5+0.1% | Added |
| Sanders Morris Harris LLC | 4,396 | $2.77M | 0.48% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,301 | $2.77M | 0.18% | −11−0.3% | Reduced |
| Barings LLC | 4,292 | $2.76M | 0.07% | −1,001−18.9% | Reduced |
| Unigestion Holding SA | 4,262 | $2.74M | 0.11% | −26−0.6% | Reduced |
| Veriti Management LLC | 4,226 | $2.72M | 0.35% | −21−0.5% | Reduced |
| American Portfolios Advisors | 4,219 | $2.71M | 0.09% | +85+2.1% | Added |
| Wealthsource Partners, LLC | 4,205 | $2.71M | 0.22% | −150−3.4% | Reduced |
| Sendero Wealth Management, LLC | 4,140 | $2.66M | 1.18% | +4,140 | New |
| Chesley Taft & Associates LLC | 4,125 | $2.65M | 0.14% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,121 | $2.65M | 0.13% | +1,272+44.6% | Added |
| Laurion Capital Management LP | 4,100 | $2.64M | 0.05% | +997+32.1% | Added |
| Azzad Asset Management Inc | 4,080 | $2.62M | 0.35% | −1,051−20.5% | Reduced |
| Arabesque Asset Management Ltd | 4,062 | $2.61M | 0.75% | −3,451−45.9% | Reduced |
| Jackson Wealth Management, LLC | 4,041 | $2.60M | 0.33% | +4,041 | New |
| Twin Capital Management Inc | 4,033 | $2.59M | 0.26% | +4,033 | New |
| Buckingham Strategic Wealth, LLC | 4,019 | $2.58M | 0.05% | −43−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.57M | 0.66% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,980 | $2.56M | 0.18% | −822−17.1% | Reduced |
| First Midwest Bank Trust Division | 3,976 | $2.56M | 0.33% | +76+1.9% | Added |
| Boston Financial Mangement LLC | 3,961 | $2.55M | 0.09% | −85−2.1% | Reduced |
| Gladius Capital Management LP | 3,957 | $2.55M | 0.86% | +3,957 | New |
| Signaturefd, LLC | 3,945 | $2.54M | 0.08% | +394+11.1% | Added |
| MV Capital Management, Inc. | 3,915 | $2.52M | 0.37% | +101+2.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,912 | $2.52M | 0.19% | −1,518−28.0% | Reduced |
| Brown Brothers Harriman & Co | 3,881 | $2.50M | 0.01% | +88+2.3% | Added |
| Pensionfund DSM Netherlands | 3,875 | $2.49M | 0.29% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,567 | $2.49M | 0.39% | +4,014+725.9% | Added |
| Cape Cod Five Cents Savings Bank | 3,865 | $2.49M | 0.24% | −425−9.9% | Reduced |
| Bayesian Capital Management, LP | 3,860 | $2.48M | 0.78% | +3,860 | New |
| Inlet Private Wealth, LLC | 3,838 | $2.47M | 0.60% | −48−1.2% | Reduced |
| Horizon Investments, LLC | 3,831 | $2.46M | 0.07% | +179+4.9% | Added |
| JB Capital LLC | 3,791 | $2.44M | 0.24% | +70+1.9% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,786 | $2.44M | 0.59% | −25−0.7% | Reduced |
| Cavalier Investments, LLC | 3,776 | $2.43M | 0.63% | +976+34.9% | Added |
| Stiles Financial Services Inc | 3,744 | $2.41M | 1.16% | +3,744 | New |
| AIA Group Ltd | 3,709 | $2.39M | 0.11% | +1,750+89.3% | Added |
| Willow Creek Wealth Management Inc. | 3,695 | $2.38M | 0.49% | −705−16.0% | Reduced |
| CoreCap Advisors, LLC | 3,675 | $2.36M | 0.16% | +3,675 | New |
| Blueshift Asset Management, LLC | 3,672 | $2.36M | 0.21% | −6,158−62.6% | Reduced |
| DuPont Capital Management Corp | 3,663 | $2.36M | 0.08% | +133+3.8% | Added |
| Park Avenue Securities LLC | 3,653 | $2.35M | 0.04% | −83−2.2% | Reduced |
| Cim, LLC | 4,546 | $2.35M | 0.44% | −446−8.9% | Reduced |
| Jacobi Capital Management LLC | 3,614 | $2.32M | 0.28% | −49−1.3% | Reduced |
| Albion Financial Group | 3,610 | $2.32M | 0.18% | +49+1.4% | Added |
| Gofen & Glossberg LLC | 3,607 | $2.32M | 0.05% | −15−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $2.32M | 0.25% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,592 | $2.31M | 0.28% | −200−5.3% | Reduced |
| Ninety One SA (PTY) Ltd | 3,561 | $2.29M | 0.67% | −297−7.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,552 | $2.29M | 0.10% | +3,552 | New |
| Change Path, LLC | 3,547 | $2.28M | 0.11% | −82−2.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 3,542 | $2.28M | 0.25% | −628−15.1% | Reduced |
| Financial Advocates Investment Management | 3,732 | $2.27M | 0.16% | −413−10.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,508 | $2.26M | 0.22% | +196+5.9% | Added |
| First Bank & Trust | 3,457 | $2.22M | 0.94% | +34+1.0% | Added |
| Thoroughbred Financial Services, LLC | 3,427 | $2.20M | 0.46% | +263+8.3% | Added |
| Duncker Streett & Co Inc | 3,417 | $2.20M | 0.38% | −75−2.1% | Reduced |
| Eads & Heald Wealth Management | 3,414 | $2.20M | 0.95% | −334−8.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,403 | $2.19M | 0.04% | −515−13.1% | Reduced |
| Jag Capital Management, LLC | 3,400 | $2.19M | 0.17% | −175−4.9% | Reduced |
| Brasada Capital Management, LP | 3,969 | $2.19M | 0.42% | +123+3.2% | Added |
| Roberts Glore & Co Inc | 3,394 | $2.18M | 0.57% | −73−2.1% | Reduced |
| TKG Advisors, LLC | 3,393 | $2.18M | 1.72% | +3,393 | New |
| Harfst & Associates, Inc. | 3,388 | $2.18M | 0.55% | +87+2.6% | Added |
| Evergreen Capital Management LLC | 3,387 | $2.18M | 0.09% | +293+9.5% | Added |
| Kempen Capital Management N.V. | 3,378 | $2.17M | 0.07% | −442−11.6% | Reduced |
| Charles Carroll Financial Partners, LLC | 3,357 | $2.16M | 2.14% | +3,357 | New |
| Paragon Capital Management Inc | 3,336 | $2.15M | 1.83% | +3,336 | New |
| Stephens Inc | 3,335 | $2.15M | 0.03% | −224−6.3% | Reduced |
| Focus Financial Network, Inc. | 3,332 | $2.14M | 0.31% | +8+0.2% | Added |
| Ellis Investment Partners, LLC | 3,308 | $2.13M | 0.49% | 00.0% | Unchanged |
| National Bank of Canada | 3,327 | $2.12M | 0.01% | +3,327 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,285 | $2.11M | 0.04% | +75+2.3% | Added |
| Diversified Trust Co | 3,241 | $2.08M | 0.07% | −142−4.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,240 | $2.08M | 0.20% | −70−2.1% | Reduced |
| Clarius Group, LLC | 3,233 | $2.08M | 0.16% | +123+4.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,230 | $2.08M | 0.49% | +31+1.0% | Added |
| Krilogy Financial LLC | 3,217 | $2.07M | 0.21% | −128−3.8% | Reduced |
| Desjardins Global Asset Management Inc. | 3,211 | $2.06M | 0.18% | +3,211 | New |
| Coldstream Capital Management Inc | 3,207 | $2.06M | 0.06% | +2,083+185.3% | Added |
| WT Wealth Management | 3,202 | $2.06M | 0.76% | −464−12.7% | Reduced |
| Pegasus Partners Ltd. | 3,194 | $2.05M | 0.36% | −837−20.8% | Reduced |
| REDW Wealth LLC | 3,168 | $2.04M | 0.59% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,160 | $2.03M | 0.40% | −2,670−45.8% | Reduced |
| Gyon Technologies Capital Management, LP | 3,154 | $2.03M | 0.37% | +420+15.4% | Added |
| Mission Wealth Management, LP | 3,149 | $2.03M | 0.09% | +166+5.6% | Added |
| Wahed Invest LLC | 3,140 | $2.02M | 1.12% | +3,140 | New |
| Boit C F David | 3,100 | $1.99M | 1.27% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,091 | $1.99M | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,086 | $1.98M | 0.02% | +347+12.7% | Added |
| Algert Global LLC | 3,080 | $1.98M | 0.25% | −1,500−32.8% | Reduced |
| Vista Wealth Management Group, LLC | 3,071 | $1.98M | 0.32% | −66−2.1% | Reduced |
| Knowledge Leaders Capital, LLC | 3,069 | $1.97M | 1.45% | +297+10.7% | Added |