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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 62 | $30.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 70 | $34.0K | 0.01% | +10+16.7% | Added |
| Financial Management Professionals, Inc. | 73 | $35.0K | 0.01% | +1+1.4% | Added |
| Resolute Partners Group | 75 | $36.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 76 | $37.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 76 | $37.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 80 | $38.0K | 0.00% | −450−84.9% | Reduced |
| Stonebridge Capital Advisors LLC | 86 | $41.0K | 0.00% | −13−13.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 90 | $43.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 89 | $43.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 89 | $43.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 92 | $44.0K | 0.01% | +17+22.7% | Added |
| Motco | 93 | $45.0K | 0.00% | +93 | New |
| Paladin Advisory Group, LLC | 94 | $45.0K | 0.04% | +94 | New |
| SkyView Investment Advisors, LLC | 96 | $46.0K | 0.01% | −3,000−96.9% | Reduced |
| FAI Wealth Management | 100 | $48.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $48.0K | 0.03% | +97+3,233.3% | Added |
| SWS Partners | 100 | $48.0K | 0.03% | +100 | New |
| West Paces Advisors Inc. | 100 | $48.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $48.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $51.0K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $51.0K | 0.01% | +1+1.0% | Added |
| Core Alternative Capital | 108 | $52.0K | 0.01% | +96+800.0% | Added |
| Arlington Partners LLC | 110 | $53.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 110 | $53.0K | 0.02% | +30+37.5% | Added |
| First Manhattan Co | 115 | $55.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 114 | $55.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 116 | $56.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 117 | $56.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 122 | $59.0K | 0.01% | −533−81.4% | Reduced |
| Close Asset Management Ltd | 92 | $59.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 124 | $60.0K | 0.00% | −1,015−89.1% | Reduced |
| Manchester Capital Management LLC | 125 | $60.0K | 0.01% | −4−3.1% | Reduced |
| Washington Trust Co | 125 | $60.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 132 | $64.0K | 0.01% | +3+2.3% | Added |
| Rockbridge Investment Management, LCC | 133 | $64.4K | 0.01% | +11+9.0% | Added |
| Gemmer Asset Management LLC | 145 | $69.0K | 0.01% | +1+0.7% | Added |
| Alpha Paradigm Partners, LLC | 143 | $69.0K | 0.03% | +143 | New |
| Farmers & Merchants Investments Inc | 150 | $72.0K | 0.00% | +2+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $72.0K | 0.05% | +150 | New |
| Plante Moran Financial Advisors, LLC | 152 | $73.0K | 0.01% | −49−24.4% | Reduced |
| Proequities, Inc. | 151 | $73.0K | 0.01% | −38−20.1% | Reduced |
| Salem Investment Counselors Inc | 155 | $75.0K | 0.00% | −13−7.7% | Reduced |
| United Community Bank | 167 | $80.3K | 0.08% | −10−5.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 177 | $85.0K | 0.00% | −3−1.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 179 | $86.0K | 0.04% | +179 | New |
| EverSource Wealth Advisors, LLC | 182 | $87.0K | 0.02% | +98+116.7% | Added |
| Fieldpoint Private Securities, LLC | 189 | $91.0K | 0.02% | −79−29.5% | Reduced |
| Versant Capital Management, Inc | 190 | $91.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 196 | $94.0K | 0.01% | +17+9.5% | Added |
| Catalyst Capital Advisors LLC | 195 | $94.0K | 0.00% | +44+29.1% | Added |
| Birch Capital Management, LLC | 197 | $95.0K | 0.06% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 200 | $95.0K | 0.06% | +200 | New |
| Fortitude Advisory Group L.L.C. | 203 | $98.0K | 0.05% | −93−31.4% | Reduced |
| Concord Wealth Partners | 203 | $98.0K | 0.03% | +13+6.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 205 | $99.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $99.0K | 0.08% | 00.0% | Unchanged |
| Corsicana & Co. | 205 | $99.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 208 | $100.0K | 0.03% | +16+8.3% | Added |
| Carolinas Wealth Consulting LLC | 222 | $107.0K | 0.02% | +43+24.0% | Added |
| Hexagon Capital Partners LLC | 232 | $112.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 240 | $115.0K | 0.00% | −3,045−92.7% | Reduced |
| Sandy Cove Advisors, LLC | 259 | $125.0K | 0.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 259 | $125.0K | 0.00% | +6+2.4% | Added |
| Atticus Wealth Management, LLC | 262 | $126.0K | 0.05% | −10−3.7% | Reduced |
| Glassman Wealth Services | 267 | $128.0K | 0.02% | −8−2.9% | Reduced |
| Heritage Wealth Advisors | 268 | $129.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 271 | $130.0K | 0.01% | +45+19.9% | Added |
| Loomis Sayles & Co L P | 279 | $134.0K | 0.00% | −2,535−90.1% | Reduced |
| Pinnacle Bancorp, Inc. | 285 | $137.0K | 0.05% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 182 | $138.0K | 0.06% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $139.0K | 0.06% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 287 | $145.0K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 409 | $147.0K | 0.01% | +409 | New |
| KB Financial Partners, LLC | 315 | $151.0K | 0.04% | +86+37.6% | Added |
| Harbor Capital Advisors, Inc. | 332 | $160.0K | 0.08% | +332 | New |
| Wellspring Financial Advisors, LLC | 351 | $169.0K | 0.05% | +6+1.7% | Added |
| Sage Private Wealth Group, LLC | 352 | $169.0K | 0.16% | +39+12.5% | Added |
| BerganKDV Wealth Management, LLC | 362 | $174.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 375 | $180.0K | 0.04% | 00.0% | Unchanged |
| Seldon Capital LP | 378 | $182.0K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 382 | $184.0K | 0.03% | −6−1.5% | Reduced |
| Centaurus Financial, Inc. | 382 | $184.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 386 | $186.0K | 0.01% | −17−4.2% | Reduced |
| CVA Family Office, LLC | 396 | $190.0K | 0.05% | +30+8.2% | Added |
| Fortis Advisors, LLC | 400 | $192.0K | 0.11% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $192.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 412 | $198.1K | 0.02% | −67−14.0% | Reduced |
| Keebeck Wealth Management, LLC | 420 | $202.0K | 0.03% | 00.0% | Unchanged |
| Providence First Trust Co | 423 | $203.0K | 0.10% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,000 | $203.0K | 0.14% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 425 | $204.0K | 0.03% | +1+0.2% | Added |
| Summit Financial, LLC | 429 | $206.3K | 0.02% | −52−10.8% | Reduced |
| NinePointTwo Capital | 434 | $208.0K | 0.06% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 435 | $209.0K | 0.09% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 438 | $210.0K | 0.20% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 437 | $210.0K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 439 | $211.0K | 0.18% | −221−33.5% | Reduced |
| CV Advisors LLC | 439 | $211.0K | 0.15% | −165−27.3% | Reduced |
| Main Street Research LLC | 438 | $211.0K | 0.02% | −162−27.0% | Reduced |