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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 624 | $300.0K | 0.07% | −14−2.2% | Reduced |
| Dakota Wealth Management | 630 | $302.0K | 0.02% | −3,983−86.3% | Reduced |
| Leavell Investment Management, Inc. | 630 | $303.0K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $303.0K | 0.05% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 630 | $303.0K | 0.20% | +143+29.4% | Added |
| B. Riley Wealth Management, Inc. | 631 | $303.0K | 0.02% | +246+63.9% | Added |
| Arkadios Wealth Advisors | 632 | $304.0K | 0.04% | +181+40.1% | Added |
| Camden National Bank | 637 | $306.0K | 0.06% | +15+2.4% | Added |
| Synergy Financial Group, LTD | 638 | $307.0K | 0.32% | +3+0.5% | Added |
| Hummer Financial Advisory Services Inc | 640 | $308.0K | 0.28% | +50+8.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 645 | $310.0K | 0.07% | −1,419−68.8% | Reduced |
| First Affirmative Financial Network | 649 | $312.0K | 0.30% | −45−6.5% | Reduced |
| Legacy Wealth Management, LLC | 650 | $312.5K | 0.16% | 00.0% | Unchanged |
| Vigilare Wealth Management | 653 | $314.0K | 0.26% | −90−12.1% | Reduced |
| Sunflower Bank, N.A. | 660 | $317.0K | 0.04% | +142+27.4% | Added |
| TCI Wealth Advisors, Inc. | 661 | $318.0K | 0.05% | −68−9.3% | Reduced |
| TRUE Private Wealth Advisors | 715 | $320.0K | 0.05% | −76−9.6% | Reduced |
| Concentrum Wealth Management | 665 | $320.0K | 0.21% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $321.0K | 0.04% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $324.0K | 0.07% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 675 | $325.0K | 0.05% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 675 | $325.0K | 0.02% | +39+6.1% | Added |
| Citizens National Bank Trust Department | 775 | $325.0K | 0.13% | +775 | New |
| Procyon Private Wealth Partners, LLC | 683 | $328.0K | 0.07% | −114−14.3% | Reduced |
| Financial Architects, Inc | 682 | $328.0K | 0.05% | +1+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 688 | $331.0K | 0.09% | +14+2.1% | Added |
| Verity Asset Management, Inc. | 687 | $331.0K | 0.21% | +101+17.2% | Added |
| Advisors Capital Management, LLC | 689 | $331.0K | 0.01% | +149+27.6% | Added |
| Concorde Asset Management, LLC | 689 | $331.0K | 0.22% | +689 | New |
| Halbert Hargrove Global Advisors, LLC | 691 | $332.0K | 0.02% | −11−1.6% | Reduced |
| RMB Capital Management, LLC | 691 | $332.0K | 0.01% | +79+12.9% | Added |
| Great Diamond Partners, LLC | 693 | $333.0K | 0.09% | −199−22.3% | Reduced |
| Echo45 Advisors LLC | 695 | $334.0K | 0.26% | −210−23.2% | Reduced |
| Resources Management Corp | 695 | $334.0K | 0.05% | −130−15.8% | Reduced |
| Legacy Bridge, LLC | 695 | $334.0K | 0.20% | 00.0% | Unchanged |
| Riverview Trust Co | 695 | $334.0K | 0.25% | +162+30.4% | Added |
| Oxbow Advisors, LLC | 697 | $335.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 696 | $335.0K | 0.03% | +16+2.4% | Added |
| Avestar Capital, LLC | 701 | $337.0K | 0.06% | +75+12.0% | Added |
| Plancorp, LLC | 704 | $339.0K | 0.02% | −92−11.6% | Reduced |
| Contravisory Investment Management, Inc. | 704 | $339.0K | 0.10% | +23+3.4% | Added |
| Childress Capital Advisors, LLC | 713 | $342.0K | 0.12% | +80+12.6% | Added |
| We Are One Seven, LLC | 714 | $343.0K | 0.04% | +184+34.7% | Added |
| Bernardo Wealth Planning LLC | 718 | $345.0K | 0.17% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 719 | $346.0K | 0.10% | −54−7.0% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $349.0K | 0.09% | 00.0% | Unchanged |
| Family Firm, Inc. | 729 | $350.0K | 0.09% | +1+0.1% | Added |
| Baker Avenue Asset Management, LP | 730 | $351.0K | 0.02% | −8−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 731 | $351.0K | 0.01% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 732 | $352.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 732 | $352.0K | 0.03% | +57+8.4% | Added |
| QCM Cayman, Ltd. | 735 | $353.0K | 1.55% | +735 | New |
| Intelligence Driven Advisers, LLC | 720 | $356.0K | 0.07% | 00.0% | Unchanged |
| Kings Point Capital Management | 745 | $358.0K | 0.03% | −3−0.4% | Reduced |
| Grandfield & Dodd, LLC | 743 | $360.0K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 750 | $361.0K | 0.02% | −175−18.9% | Reduced |
| TCWP LLC | 752 | $361.0K | 0.07% | −25−3.2% | Reduced |
| Abbrea Capital, LLC | 751 | $361.0K | 0.05% | +65+9.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 750 | $361.0K | 0.06% | +750 | New |
| Gill Capital Partners, LLC | 753 | $362.0K | 0.16% | +3+0.4% | Added |
| Kaizen Financial Strategies | 754 | $363.0K | 0.28% | +277+58.1% | Added |
| Thomasville National Bank | 756 | $364.0K | 0.04% | +4+0.5% | Added |
| Orchard Capital Managment, LLC | 759 | $365.0K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 760 | $365.0K | 0.07% | +159+26.5% | Added |
| Azzad Asset Management Inc | 760 | $365.3K | 0.05% | −3,320−81.4% | Reduced |
| Comerica Securities,inc. | 762 | $366.0K | 0.02% | −51−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 762 | $367.0K | 0.01% | −698−47.8% | Reduced |
| Valeo Financial Advisors, LLC | 763 | $367.0K | 0.02% | +108+16.5% | Added |
| Front Barnett Associates LLC | 770 | $370.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 772 | $371.0K | 0.03% | −4−0.5% | Reduced |
| Jackson Square Capital, LLC | 772 | $371.0K | 0.12% | +191+32.9% | Added |
| Diversified Portfolios, Inc. | 773 | $372.0K | 0.09% | −56−6.8% | Reduced |
| Royal Fund Management, LLC | 774 | $372.0K | 0.05% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 773 | $372.0K | 0.04% | +12+1.6% | Added |
| Quantinno Capital Management LP | 776 | $373.0K | 0.06% | +776 | New |
| Guardian Wealth Advisors, LLC | 780 | $375.0K | 0.16% | −118−13.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 779 | $375.0K | 0.07% | +24+3.2% | Added |
| Glen Eagle Advisors, LLC | 784 | $377.0K | 0.10% | +79+11.2% | Added |
| Oakworth Capital, Inc. | 788 | $379.0K | 0.03% | −194−19.8% | Reduced |
| Fulcrum Equity Management | 790 | $380.0K | 0.23% | −1,587−66.8% | Reduced |
| Journey Advisory Group, LLC | 792 | $381.0K | 0.10% | −65−7.6% | Reduced |
| Avenue 1 Advisors, LLC | 793 | $381.0K | 0.21% | −2−0.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 814 | $384.0K | 0.05% | +116+16.6% | Added |
| Mason Investment Advisory Services, Inc. | 800 | $384.7K | 0.03% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 800 | $385.0K | 0.15% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $385.0K | 0.18% | 00.0% | Unchanged |
| Gouws Capital LLC | 800 | $385.0K | 0.31% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 802 | $386.0K | 0.12% | +1+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 898 | $387.0K | 0.02% | −213−19.2% | Reduced |
| Elgethun Capital Management | 805 | $387.0K | 0.13% | +1+0.1% | Added |
| Arrow Financial Corp | 810 | $389.0K | 0.05% | 00.0% | Unchanged |
| Advisory Resource Group | 809 | $389.0K | 0.12% | +165+25.6% | Added |
| Barings LLC | 811 | $390.0K | 0.01% | −3,481−81.1% | Reduced |
| Focus Financial Network, Inc. | 817 | $392.9K | 0.03% | −2,515−75.5% | Reduced |
| Sigma Planning Corp | 816 | $393.0K | 0.01% | −28−3.3% | Reduced |
| Burney Co | 818 | $393.0K | 0.02% | −7−0.8% | Reduced |
| BlueCrest Capital Management Ltd | 818 | $393.0K | 0.03% | +818 | New |
| Diversified Investment Strategies, LLC | 820 | $394.0K | 0.27% | 00.0% | Unchanged |
| South State Corp. | 825 | $397.0K | 0.03% | −73−8.1% | Reduced |
| Successful Portfolios LLC | 826 | $397.0K | 0.23% | +12+1.5% | Added |