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 |
|---|---|---|---|---|---|
| MUFG Americas Holdings Corp | 439 | $211.0K | 0.00% | +39+9.8% | Added |
| GoalVest Advisory LLC | 441 | $212.0K | 0.12% | +441 | New |
| Renasant Bank | 443 | $213.0K | 0.14% | −816−64.8% | Reduced |
| Fundamentun, LLC | 442 | $213.0K | 0.04% | −62−12.3% | Reduced |
| Rosenberg Matthew Hamilton | 442 | $213.0K | 0.07% | −31−6.6% | Reduced |
| McClarren Financial Advisors, Inc. | 450 | $216.0K | 0.16% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 454 | $218.0K | 0.14% | +73+19.2% | Added |
| Perennial Investment Advisors, LLC | 455 | $219.0K | 0.07% | +15+3.4% | Added |
| First Heartland Consultants, Inc. | 458 | $220.0K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 457 | $220.0K | 0.06% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 458 | $220.2K | 0.02% | +5+1.1% | Added |
| 360 Financial, Inc. | 437 | $221.0K | 0.11% | +2+0.5% | Added |
| Bigelow Investment Advisors, LLC | 460 | $221.0K | 0.10% | +98+27.1% | Added |
| Angeles Wealth Management, LLC | 460 | $221.0K | 0.04% | +460 | New |
| Bickling Financial Services, Inc. | 464 | $223.0K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 466 | $224.0K | 0.05% | −85−15.4% | Reduced |
| Ausdal Financial Partners, Inc. | 465 | $224.0K | 0.03% | −52−10.1% | Reduced |
| Sandy Spring Bank | 466 | $224.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 466 | $225.0K | 0.06% | −1,627−77.7% | Reduced |
| Convergence Investment Partners, LLC | 470 | $226.0K | 0.12% | −121−20.5% | Reduced |
| Retirement Capital Strategies | 489 | $226.0K | 0.09% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 469 | $226.0K | 0.08% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 474 | $228.0K | 0.01% | −145,391−99.7% | Reduced |
| State of Wyoming | 475 | $228.0K | 0.11% | −177−27.1% | Reduced |
| Independent Wealth Network Inc. | 475 | $228.0K | 0.14% | −19−3.8% | Reduced |
| Independent Financial Group, LLC | 475 | $228.4K | 0.02% | +2+0.4% | Added |
| Stevens Capital Management LP | 483 | $232.0K | 0.05% | −1,562−76.4% | Reduced |
| Clear Harbor Asset Management, LLC | 483 | $232.0K | 0.03% | 00.0% | Unchanged |
| McLean Asset Management Corp | 485 | $233.0K | 0.17% | +11+2.3% | Added |
| Carmel Capital Partners, LLC | 487 | $234.0K | 0.20% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 490 | $235.0K | 0.06% | +100+25.6% | Added |
| Grimes & Company, Inc. | 494 | $237.0K | 0.01% | −44−8.2% | Reduced |
| Associated Banc-Corp | 493 | $237.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 493 | $237.0K | 0.09% | +129+35.4% | Added |
| Syntax Advisors, LLC | 493 | $237.0K | 0.20% | +129+35.4% | Added |
| DT Investment Partners, LLC | 492 | $237.0K | 0.03% | +492 | New |
| Tiedemann Advisors, LLC | 496 | $238.0K | 0.01% | +56+12.7% | Added |
| Sandhill Capital Partners LLC | 497 | $239.0K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 498 | $239.0K | 0.11% | 00.0% | Unchanged |
| Howe & Rusling Inc | 500 | $240.0K | 0.03% | −10−2.0% | Reduced |
| Reinhart Partners, Inc. | 500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 500 | $240.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $240.0K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 500 | $240.0K | 0.09% | +500 | New |
| Altrafin AG | 500 | $240.4K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 508 | $245.0K | 0.17% | +56+12.4% | Added |
| Financial Advisors Network, Inc. | 511 | $246.0K | 0.06% | −12−2.3% | Reduced |
| Cooper Financial Group | 511 | $246.0K | 0.09% | +24+4.9% | Added |
| Ssi Investment Management LLC | 518 | $248.0K | 0.01% | −5−1.0% | Reduced |
| Lakeview Capital Partners, LLC | 526 | $253.0K | 0.13% | −5−0.9% | Reduced |
| PDS Planning, Inc | 526 | $253.0K | 0.04% | +12+2.3% | Added |
| Ameritas Advisory Services, LLC | 527 | $254.0K | 0.01% | +8+1.5% | Added |
| Interchange Capital Partners, LLC | 532 | $256.0K | 0.26% | −440−45.3% | Reduced |
| IMPACTfolio, LLC | 532 | $256.0K | 0.19% | +63+13.4% | Added |
| Apeiron RIA LLC | 516 | $256.0K | 0.12% | +140+37.2% | Added |
| Intelligent Financial Strategies | 535 | $257.0K | 0.25% | −5−0.9% | Reduced |
| High Falls Advisors, Inc | 534 | $257.0K | 0.07% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 536 | $258.0K | 0.02% | −3,139−85.4% | Reduced |
| Merit Financial Group, LLC | 537 | $258.0K | 0.02% | +15+2.9% | Added |
| Corundum Group, Inc. | 544 | $262.0K | 0.24% | +151+38.4% | Added |
| New England Research & Management, Inc. | 550 | $264.0K | 0.14% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 554 | $266.0K | 0.20% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 555 | $267.0K | 0.00% | 00.0% | Unchanged |
| West Coast Financial LLC | 559 | $269.0K | 0.04% | −314−36.0% | Reduced |
| Crestone Asset Management LLC | 559 | $269.0K | 0.06% | −4−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 558 | $269.0K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $270.0K | 0.18% | 00.0% | Unchanged |
| DF Dent & Co Inc | 561 | $270.0K | 0.00% | +176+45.7% | Added |
| IHT Wealth Management, LLC | 564 | $271.0K | 0.02% | −39−6.5% | Reduced |
| Cedar Mountain Advisors, LLC | 577 | $277.0K | 0.08% | +1+0.2% | Added |
| Sante Capital Fund, LP | 579 | $278.0K | 0.31% | +579 | New |
| Valtinson Bruner Financial Planning LLC | 600 | $279.0K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Management | 583 | $280.0K | 0.02% | +28+5.0% | Added |
| F/M Investments LLC | 585 | $281.0K | 0.23% | +585 | New |
| Frontier Wealth Management LLC | 613 | $283.0K | 0.00% | −19−3.0% | Reduced |
| M Holdings Securities, Inc. | 594 | $286.0K | 0.02% | +594 | New |
| Exane Derivatives | 595 | $286.1K | 0.08% | −285−32.4% | Reduced |
| Ionic Capital Management LLC | 597 | $287.0K | 0.04% | +597 | New |
| One Capital Management, LLC | 601 | $288.0K | 0.02% | −49−7.5% | Reduced |
| Wade Financial Advisory, Inc | 601 | $289.0K | 0.12% | −25−4.0% | Reduced |
| Westwood Management Corp | 600 | $289.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $289.0K | 0.09% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $289.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $289.0K | 0.25% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 604 | $290.0K | 0.11% | −2,385−79.8% | Reduced |
| FinTrust Capital Advisors, LLC | 605 | $291.0K | 0.07% | +25+4.3% | Added |
| Magellan Asset Management Ltd | 605 | $291.0K | 0.00% | +78+14.8% | Added |
| Circle Wealth Management, LLC | 607 | $292.0K | 0.04% | −85−12.3% | Reduced |
| Southern Capital Advisors, LLC | 607 | $292.0K | 0.20% | 00.0% | Unchanged |
| Eagle Strategies LLC | 610 | $293.0K | 0.11% | −15−2.4% | Reduced |
| Emerald Advisers, LLC | 610 | $293.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 609 | $293.0K | 0.01% | +2+0.3% | Added |
| Moors & Cabot, Inc. | 611 | $294.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 614 | $295.0K | 0.05% | 00.0% | Unchanged |
| Commons Capital, LLC | 615 | $296.0K | 0.32% | +7+1.2% | Added |
| Palladium Partners LLC | 615 | $296.0K | 0.01% | +15+2.5% | Added |
| MJP Associates Inc | 620 | $298.0K | 0.08% | −129−17.2% | Reduced |
| Sonora Investment Management Group, LLC | 620 | $299.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 621 | $299.0K | 0.02% | +121+24.2% | Added |