Skip to main content

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, Q1 2022

Institutional positions in Intuit Inc. as of Mar 31, 2022. 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
1,556
−97 vs. Q4 2021
Shares held
236.4M
+168.9K (+0.1%) vs. Q4 2021
Total value
$113.5B
−$38.3B (−25.2%) vs. Q4 2021
New holders
102
600 more added
Sold out
199
612 more reduced

15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,556 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ1 2022: $113.5B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2021.

Institutions holding INTU in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bouvel Investment Partners, LLC8,963$4.31M2.63%+324+3.8%Added
Mitsubishi UFJ Asset Management (UK) Ltd.9,000$4.33M1.95%+500+5.9%Added
Nicholas Investment Partners, LP9,003$4.33M0.31%+2,839+46.1%Added
Rheos Capital Works Inc.9,100$4.38M0.21%00.0%Unchanged
Independent Advisor Alliance9,218$4.43M0.21%+493+5.7%Added
Biltmore Family Office, LLC9,235$4.44M0.95%−4,810−34.2%Reduced
Penobscot Investment Management Company, Inc.9,282$4.46M0.65%+520+5.9%Added
Mastrapasqua Asset Management Inc9,313$4.48M0.50%−301−3.1%Reduced
Kinneret Advisory, LLC9,351$4.50M0.49%+209+2.3%Added
Corient Capital Partners, LLC9,429$4.53M0.30%+1,215+14.8%Added
Greenleaf Trust9,555$4.59M0.05%−143−1.5%Reduced
Raymond James Trust N.A.9,618$4.63M0.14%+253+2.7%Added
Edgestream Partners, L.P.9,655$4.64M0.37%+9,241+2,232.1%Added
Fiera Capital Corp9,665$4.65M0.01%−735−7.1%Reduced
Regentatlantic Capital LLC9,682$4.66M0.13%+610+6.7%Added
Wolverine Trading, LLC9,865$4.66M0.14%−10,403−51.3%Reduced
HYA Advisors, Inc9,687$4.66M1.61%+59+0.6%Added
First Hawaiian Bank9,763$4.70M0.15%+1,002+11.4%Added
Ameritas Investment Partners, Inc.9,824$4.72M0.17%−81−0.8%Reduced
Advisor Partners LLC9,853$4.74M0.30%+628+6.8%Added
Credit Agricole S A9,878$4.75M0.15%−1,862−15.9%Reduced
Chicago Capital, LLC9,965$4.79M0.21%−514−4.9%Reduced
M. Kulyk & Associates, LLC10,013$4.82M1.31%−465−4.4%Reduced
Meristem Family Wealth, LLC10,048$4.83M0.52%−3,854−27.7%Reduced
Godshalk Welsh Capital Management, Inc.10,065$4.84M2.97%−130−1.3%Reduced
Quadrature Capital Ltd10,072$4.84M0.19%+10,072New
FourThought Financial, LLC10,132$4.88M0.62%−1,637−13.9%Reduced
Covenant Asset Management, LLC10,199$4.90M1.48%+48+0.5%Added
Kenfarb & Co.10,277$4.94M3.91%−249−2.4%Reduced
Jacobs & Co10,286$4.95M0.55%−15−0.1%Reduced
Redmond Asset Management, LLC10,558$5.08M1.51%+30.0%Added
Sycomore Asset Management10,460$5.08M0.88%+1,460+16.2%Added
First Citizens Bank & Trust Co10,580$5.09M0.20%+262+2.5%Added
Settian Capital LP10,650$5.12M4.94%00.0%Unchanged
Twin Tree Management, LP10,699$5.14M0.10%−16,574−60.8%Reduced
Reliant Investment Management, LLC10,736$5.16M2.65%+711+7.1%Added
National Bank of Canada10,873$5.23M0.02%+7,546+226.8%Added
Aptus Capital Advisors, LLC10,953$5.27M0.16%+3,385+44.7%Added
Gluskin Sheff & Assoc Inc10,967$5.27M0.23%−6,865−38.5%Reduced
Quent Capital, LLC10,965$5.27M0.98%−3,632−24.9%Reduced
Freemont Management S.A.11,100$5.34M0.81%−5,000−31.1%Reduced
HM Payson & Co11,158$5.37M0.12%−7−0.1%Reduced
Oppenheimer & Co Inc11,237$5.40M0.10%−588−5.0%Reduced
AE Wealth Management LLC11,296$5.43M0.04%+1,047+10.2%Added
BTC Capital Management, Inc.11,320$5.44M0.54%+459+4.2%Added
Mercer Global Advisors Inc11,319$5.44M0.03%−787−6.5%Reduced
Steward Partners Investment Advisory, LLC11,352$5.46M0.08%+742+7.0%Added
Trust Co of Virginia11,618$5.59M0.60%−292−2.5%Reduced
IndexIQ Advisors LLC11,802$5.67M0.20%−411−3.4%Reduced
AXS Investments LLC11,831$5.69M2.27%−2,035−14.7%Reduced
Ethic Inc.11,844$5.70M0.39%+752+6.8%Added
American National Bank11,942$5.74M1.14%+1,460+13.9%Added
Gotham Asset Management, LLC11,947$5.75M0.18%+2,628+28.2%Added
Resonate Capital, LLC11,968$5.75M5.12%+1,136+10.5%Added
JustInvest LLC11,989$5.76M0.28%+2,913+32.1%Added
Tran Capital Management, L.P.12,121$5.83M0.51%−25,172−67.5%Reduced
Impax Asset Management Group plc12,129$5.83M0.02%+10+0.1%Added
Northwestern Mutual Investment Management Company, LLC12,218$5.88M0.13%−1,398−10.3%Reduced
Los Angeles Capital Management LLC12,272$5.90M0.02%−7,102−36.7%Reduced
Siemens Fonds Invest GmbH12,287$5.91M0.48%−58−0.5%Reduced
Whittier Trust Co of Nevada Inc12,347$5.94M0.22%+1,204+10.8%Added
E. Ohman J:or Asset Management AB12,384$5.95M0.20%−800−6.1%Reduced
Hennion & Walsh Asset Management, Inc.12,408$5.97M0.32%+66+0.5%Added
BOK Financial Private Wealth, Inc.12,486$6.00M0.43%+133+1.1%Added
Logan Capital Management Inc12,614$6.07M0.29%−106−0.8%Reduced
Carderock Capital Management Inc12,672$6.09M1.97%−8,736−40.8%Reduced
Group One Trading, L.P.12,697$6.11M0.13%+2,041+19.2%Added
Prudential PLC12,841$6.17M0.09%+6,786+112.1%Added
Advent International Corp12,850$6.18M0.04%+5,250+69.1%Added
AO Asset Management, LP12,867$6.19M1.68%+2,367+22.5%Added
LMCG Investments, LLC12,900$6.20M0.36%+12,900New
Financial Counselors Inc12,961$6.23M0.13%+1,220+10.4%Added
Everence Capital Management Inc12,990$6.25M0.48%+4,210+47.9%Added
Healthcare of Ontario Pension Plan Trust Fund13,103$6.30M0.02%−142,866−91.6%Reduced
First Western Trust Bank13,461$6.35M0.33%+13,461New
Connor, Clark & Lunn Investment Management Ltd.13,239$6.37M0.03%−28,205−68.1%Reduced
Montag A & Associates Inc13,242$6.37M0.34%+12+0.1%Added
Amica Mutual Insurance Co13,346$6.42M0.75%00.0%Unchanged
Point72 Hong Kong Ltd13,414$6.45M0.59%+8,129+153.8%Added
HighTower Trust Services, LTA13,415$6.45M0.62%−471−3.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S13,481$6.48M0.25%+1,507+12.6%Added
American Money Management, LLC13,556$6.52M1.73%+1,144+9.2%Added
Avantax Advisory Services, Inc.13,636$6.54M0.09%+1,251+10.1%Added
Fukoku Mutual Life Insurance Co13,612$6.54M0.50%+9,700+248.0%Added
Cubist Systematic Strategies, LLC13,772$6.62M0.06%−30,401−68.8%Reduced
First Horizon Advisors, Inc.13,772$6.62M0.36%−4,087−22.9%Reduced
GWM Advisors LLC13,799$6.63M0.11%−2,299−14.3%Reduced
Eagle Capital Management, LLC13,954$6.71M2.50%−80−0.6%Reduced
Essex Investment Management Co LLC13,980$6.72M0.84%−1,525−9.8%Reduced
Oak Ridge Investments LLC14,080$6.77M0.75%−243−1.7%Reduced
Broadleaf Partners, LLC14,109$6.78M2.26%+44+0.3%Added
Advisory Services Network, LLC14,142$6.80M0.20%+883+6.7%Added
Navellier & Associates Inc14,220$6.84M1.16%−947−6.2%Reduced
Private Advisor Group, LLC14,235$6.84M0.05%−212−1.5%Reduced
Carmignac Gestion14,337$6.86M0.11%−91−0.6%Reduced
Taikang Asset Management (Hong Kong) Co Ltd14,272$6.86M1.17%+9,131+177.6%Added
Bailard, Inc.14,347$6.90M0.23%+243+1.7%Added
Karani Asset Management LLC14,485$6.96M3.77%−1,038−6.7%Reduced
Elk River Wealth Management, LLC14,499$6.97M1.52%+893+6.6%Added
Hantz Financial Services, Inc.14,634$7.04M0.21%+118+0.8%Added