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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 3,062 | $1.97M | 0.02% | +33+1.1% | Added |
| Heartland Bank & Trust Co | 3,057 | $1.97M | 1.46% | +35+1.2% | Added |
| Fort, L.P. | 3,049 | $1.96M | 0.64% | −590−16.2% | Reduced |
| EP Wealth Advisors, LLC | 3,046 | $1.96M | 0.05% | −455−13.0% | Reduced |
| Prospera Financial Services Inc | 3,033 | $1.95M | 0.08% | −363−10.7% | Reduced |
| Capricorn Fund Managers Ltd | 3,022 | $1.94M | 0.55% | +3,022 | New |
| NewEdge Wealth, LLC | 3,013 | $1.94M | 0.08% | +117+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,011 | $1.94M | 0.10% | −149−4.7% | Reduced |
| Chicago Partners Investment Group LLC | 3,652 | $1.93M | 0.14% | −68−1.8% | Reduced |
| Elmwood Wealth Management, Inc. | 2,994 | $1.93M | 0.92% | +2,994 | New |
| Capital Investment Advisors, LLC | 2,991 | $1.92M | 0.06% | −87−2.8% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,989 | $1.92M | 0.34% | +2,394+402.4% | Added |
| Compagnie Lombard Odier SCmA | 2,980 | $1.92M | 0.04% | +100+3.5% | Added |
| Cetera Investment Advisers | 2,978 | $1.92M | 0.03% | −2−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,969 | $1.91M | 0.17% | −117−3.8% | Reduced |
| Cannell Peter B & Co Inc | 2,892 | $1.86M | 0.05% | 00.0% | Unchanged |
| Scharf Investments, LLC | 2,857 | $1.84M | 0.05% | +14+0.5% | Added |
| Ropes Wealth Advisors LLC | 2,830 | $1.82M | 0.32% | +1,219+75.7% | Added |
| Loomis Sayles & Co L P | 2,814 | $1.81M | 0.00% | −125−4.3% | Reduced |
| Weatherly Asset Management L. P. | 2,810 | $1.81M | 0.20% | −10−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 2,756 | $1.77M | 0.16% | +2,756 | New |
| Tokio Marine Asset Management Co Ltd | 2,753 | $1.77M | 0.14% | +200+7.8% | Added |
| HWG Holdings LP | 2,750 | $1.77M | 0.83% | +2,750 | New |
| Avalon Investment & Advisory | 2,738 | $1.76M | 0.04% | −1,571−36.5% | Reduced |
| Abacus Planning Group, Inc. | 2,731 | $1.76M | 0.47% | +25+0.9% | Added |
| LMR Partners LLP | 2,732 | $1.76M | 0.02% | +2,732 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.75M | 0.02% | +680+33.3% | Added |
| G&S Capital LLC | 2,707 | $1.74M | 0.87% | +1,889+230.9% | Added |
| Fluent Financial, LLC | 2,679 | $1.72M | 0.70% | −80−2.9% | Reduced |
| Connective Portfolio Management, LLC | 2,640 | $1.70M | 2.98% | +2,640 | New |
| Fairfield, Bush & Co. | 2,613 | $1.68M | 0.81% | −552−17.4% | Reduced |
| Trust Asset Management LLC | 2,613 | $1.68M | 0.21% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,681 | $1.68M | 0.38% | +510+23.5% | Added |
| Segall Bryant & Hamill, LLC | 2,601 | $1.67M | 0.02% | +19+0.7% | Added |
| Seeyond | 2,572 | $1.65M | 0.15% | −94−3.5% | Reduced |
| Ulland Investment Advisors, LLC | 2,558 | $1.65M | 1.05% | +2,558 | New |
| Dohj, LLC | 2,550 | $1.64M | 0.73% | −279−9.9% | Reduced |
| Nicolet Bankshares Inc | 2,549 | $1.64M | 0.36% | −338−11.7% | Reduced |
| Exchange Traded Concepts, LLC | 2,527 | $1.63M | 0.03% | −1,510−37.4% | Reduced |
| Venturi Wealth Management, LLC | 2,523 | $1.62M | 0.12% | +190+8.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,504 | $1.61M | 0.10% | +2,504 | New |
| Handelsinvest Investeringsforvaltning | 2,500 | $1.61M | 0.16% | +2,500 | New |
| Sawtooth Solutions, LLC | 2,494 | $1.60M | 0.18% | +1,381+124.1% | Added |
| Beacon Financial Advisory LLC | 2,485 | $1.60M | 0.74% | +4+0.2% | Added |
| Symmetry Partners, LLC | 2,476 | $1.59M | 0.10% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,464 | $1.58M | 0.37% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,452 | $1.58M | 0.44% | +2,452 | New |
| RB Capital Management, LLC | 2,445 | $1.57M | 0.49% | +24+1.0% | Added |
| Sofos Investments, Inc. | 6,565 | $1.57M | 0.12% | +5,189+377.1% | Added |
| Hilltop Holdings Inc. | 2,430 | $1.56M | 0.16% | −168−6.5% | Reduced |
| Old Port Advisors | 2,652 | $1.55M | 0.53% | −62−2.3% | Reduced |
| Abner Herrman & Brock LLC | 2,418 | $1.55M | 0.20% | +6+0.2% | Added |
| United Asset Strategies, Inc. | 2,397 | $1.54M | 0.18% | +99+4.3% | Added |
| ICONIQ Capital, LLC | 2,393 | $1.54M | 0.01% | +291+13.8% | Added |
| Fulcrum Equity Management | 2,377 | $1.53M | 0.57% | −101−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,362 | $1.52M | 0.16% | +908+62.4% | Added |
| CenterStar Asset Management, LLC | – | $1.51M | 1.15% | – | – |
| Ossiam | 2,335 | $1.50M | 0.04% | +739+46.3% | Added |
| Symphony Financial, Ltd. Co. | 2,354 | $1.49M | 0.42% | +1,881+397.7% | Added |
| Argent Trust Co | 2,306 | $1.48M | 0.09% | +162+7.6% | Added |
| DB Fitzpatrick & Co, Inc | 2,294 | $1.48M | 1.38% | +2,294 | New |
| Marshall Financial Group LLC | 2,290 | $1.47M | 0.54% | +1,141+99.3% | Added |
| Apollon Wealth Management, LLC | 2,277 | $1.47M | 0.12% | +610+36.6% | Added |
| Altium Wealth Management LLC | 2,259 | $1.45M | 0.09% | +146+6.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,252 | $1.45M | 0.28% | +408+22.1% | Added |
| Quadrant Capital Group LLC | 2,236 | $1.44M | 0.17% | +712+46.7% | Added |
| Checchi Capital Advisers, LLC | 2,228 | $1.43M | 0.16% | +13+0.6% | Added |
| Spire Wealth Management | 2,202 | $1.42M | 0.03% | +170+8.4% | Added |
| Qtron Investments LLC | 2,173 | $1.40M | 0.32% | −1,411−39.4% | Reduced |
| Garner Asset Management Corp | 2,148 | $1.38M | 0.58% | −10−0.5% | Reduced |
| FSA Wealth Management LLC | 2,146 | $1.38M | 0.80% | −20−0.9% | Reduced |
| Bridges Investment Management Inc | 2,146 | $1.38M | 0.04% | +171+8.7% | Added |
| Stratos Wealth Advisors, LLC | 2,139 | $1.38M | 0.10% | +287+15.5% | Added |
| Resources Investment Advisors, LLC. | 2,136 | $1.37M | 0.05% | +352+19.7% | Added |
| Next Century Growth Investors LLC | 2,125 | $1.37M | 0.12% | −2,222−51.1% | Reduced |
| Archford Capital Strategies, LLC | 2,106 | $1.35M | 0.31% | +30+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,102 | $1.35M | 0.27% | +31+1.5% | Added |
| Parkside Financial Bank & Trust | 2,093 | $1.35M | 0.33% | +1,660+383.4% | Added |
| Strategy Asset Managers LLC | 2,082 | $1.34M | 0.35% | −150−6.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,077 | $1.34M | 0.06% | +115+5.9% | Added |
| Occudo Quantitative Strategies LP | 2,068 | $1.33M | 0.12% | +2,068 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,064 | $1.33M | 0.38% | +4+0.2% | Added |
| Stevens Capital Management LP | 2,045 | $1.31M | 0.30% | +1,645+411.3% | Added |
| Cadence Bank NA | 2,037 | $1.31M | 0.36% | −380−15.7% | Reduced |
| Money Concepts Capital Corp | 2,030 | $1.31M | 0.11% | +2,030 | New |
| Axxcess Wealth Management, LLC | 2,019 | $1.30M | 0.10% | +2,019 | New |
| SRN Advisors, LLC | 2,018 | $1.30M | 0.47% | −329−14.0% | Reduced |
| TrimTabs Asset Management, LLC | 2,013 | $1.29M | 0.64% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,011 | $1.29M | 0.03% | +2,011 | New |
| Forbes J M & Co LLP | 2,010 | $1.29M | 0.15% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,007 | $1.29M | 0.55% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,004 | $1.29M | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,005 | $1.29M | 0.09% | +92+4.8% | Added |
| Waycross Partners, LLC | 2,000 | $1.29M | 0.74% | −950−32.2% | Reduced |
| McRae Capital Management Inc | 1,991 | $1.28M | 0.27% | +85+4.5% | Added |
| Caxton Corp | 1,989 | $1.28M | 1.05% | +105+5.6% | Added |
| Wade G W & Inc | 1,987 | $1.28M | 0.06% | −48−2.4% | Reduced |
| Veracity Capital LLC | 1,982 | $1.27M | 0.51% | −138−6.5% | Reduced |
| Crestwood Advisors Group LLC | 1,978 | $1.27M | 0.03% | −112−5.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $1.27M | 0.03% | 00.0% | Unchanged |