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 |
|---|---|---|---|---|---|
| NuWave Investment Management, LLC | 826 | $397.0K | 0.53% | +387+88.2% | Added |
| Curated Wealth Partners LLC | 619 | $398.0K | 0.13% | 00.0% | Unchanged |
| Veracity Capital LLC | 833 | $400.0K | 0.17% | −1,149−58.0% | Reduced |
| Tevis Investment Management | 831 | $400.0K | 0.36% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 832 | $400.0K | 0.29% | 00.0% | Unchanged |
| Tufton Capital Management | 835 | $401.0K | 0.06% | +70+9.2% | Added |
| Krane Funds Advisors LLC | 834 | $401.0K | 0.02% | +279+50.3% | Added |
| Allworth Financial LP | 838 | $403.0K | 0.01% | +646+336.5% | Added |
| Hancock Whitney Corp | 841 | $404.0K | 0.01% | −49−5.5% | Reduced |
| Ifrah Financial Services, Inc. | 843 | $405.0K | 0.11% | +4+0.5% | Added |
| Highland Private Wealth Management | 845 | $406.0K | 0.05% | +54+6.8% | Added |
| Nations Financial Group Inc, | 846 | $407.0K | 0.05% | +22+2.7% | Added |
| Hixon Zuercher, LLC | 850 | $409.0K | 0.22% | 00.0% | Unchanged |
| Geller Advisors LLC | 850 | $409.0K | 0.08% | +122+16.8% | Added |
| Pittenger & Anderson Inc | 857 | $412.0K | 0.02% | −3,521−80.4% | Reduced |
| NorthRock Partners, LLC | 861 | $414.0K | 0.04% | +39+4.7% | Added |
| Pacific Global Investment Management CO | 864 | $415.0K | 0.08% | −30−3.4% | Reduced |
| ICW Investment Advisors LLC | 863 | $415.0K | 0.24% | +9+1.1% | Added |
| MONECO Advisors, LLC | 865 | $416.0K | 0.15% | −12−1.4% | Reduced |
| Washington Trust Advisors, Inc. | 865 | $417.0K | 0.03% | +129+17.5% | Added |
| MSH Capital Advisors LLC | 868 | $417.3K | 0.17% | +36+4.3% | Added |
| Pathway Financial Advisors LLC | 869 | $418.0K | 0.16% | −50−5.4% | Reduced |
| Boenning & Scattergood, Inc. | 874 | $420.0K | 0.07% | +28+3.3% | Added |
| Kingsview Wealth Management, LLC | 874 | $420.2K | 0.02% | −792−47.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 875 | $421.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 875 | $421.0K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 877 | $422.0K | 0.06% | −67−7.1% | Reduced |
| Stegent Equity Advisors, Inc. | 881 | $424.0K | 0.36% | −385−30.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 881 | $424.0K | 0.12% | +4+0.5% | Added |
| Argus Investors' Counsel, Inc. | 886 | $426.0K | 0.27% | +80+9.9% | Added |
| Alpha Omega Wealth Management LLC | 888 | $427.0K | 0.07% | 00.0% | Unchanged |
| Maven Securities LTD | 887 | $427.0K | 0.09% | +567+177.2% | Added |
| West Family Investments, Inc. | 897 | $431.0K | 0.12% | +68+8.2% | Added |
| KCM Investment Advisors LLC | 899 | $432.0K | 0.02% | −27−2.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 900 | $433.0K | 0.35% | −100−10.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $433.0K | 0.14% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 900 | $433.0K | 0.40% | +900 | New |
| Bragg Financial Advisors, Inc | 903 | $434.0K | 0.03% | +13+1.5% | Added |
| Wealthspire Advisors, LLC | 906 | $436.0K | 0.01% | −662−42.2% | Reduced |
| Column Capital Advisors, LLC | 906 | $436.0K | 0.08% | −9−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 906 | $436.0K | 0.26% | +1+0.1% | Added |
| DSC Advisors, L.P. | 907 | $436.0K | 0.35% | +72+8.6% | Added |
| Axiom Advisory, LLC | 906 | $436.0K | 0.36% | +906 | New |
| Capital Advisors, Ltd. LLC | 918 | $441.0K | 0.07% | +165+21.9% | Added |
| Winthrop Advisory Group LLC | 923 | $444.0K | 0.09% | +46+5.2% | Added |
| AdvisorNet Financial, Inc | 923 | $444.0K | 0.03% | +88+10.5% | Added |
| Wealthstar Advisors, LLC | 925 | $445.0K | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 930 | $447.0K | 0.01% | −1−0.1% | Reduced |
| Ellevest, Inc. | 929 | $447.0K | 0.04% | +183+24.5% | Added |
| Tiemann Investment Advisors, LLC | 931 | $448.0K | 0.21% | −130−12.3% | Reduced |
| Forum Financial Management, LP | 932 | $448.0K | 0.02% | −123−11.7% | Reduced |
| Chesapeake Wealth Management | 933 | $449.0K | 0.16% | −37−3.8% | Reduced |
| Okabena Investment Services Inc | 933 | $449.0K | 0.19% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 938 | $451.0K | 0.05% | −22−2.3% | Reduced |
| Intrust Bank NA | 946 | $454.0K | 0.06% | −62−6.2% | Reduced |
| Thrive Wealth Management, LLC | 945 | $454.0K | 0.13% | +58+6.5% | Added |
| NTB Financial Corp | 950 | $457.0K | 0.33% | +8+0.8% | Added |
| Godsey & Gibb Associates | 950 | $457.0K | 0.17% | +950 | New |
| 180 Wealth Advisors, LLC | 944 | $458.0K | 0.10% | −251−21.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 957 | $460.0K | 0.16% | +275+40.3% | Added |
| Little House Capital LLC | 966 | $464.0K | 0.24% | +966 | New |
| Calton & Associates, Inc. | 967 | $465.0K | 0.14% | +27+2.9% | Added |
| Tolleson Wealth Management, Inc. | 969 | $466.0K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 921 | $466.0K | 0.10% | +299+48.1% | Added |
| FineMark National Bank & Trust | 971 | $467.0K | 0.02% | +12+1.3% | Added |
| Canada Pension Plan Investment Board | 973 | $468.0K | 0.00% | −132,298−99.3% | Reduced |
| RBF Capital, LLC | 1,000 | $472.0K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 986 | $474.0K | 0.30% | −94−8.7% | Reduced |
| Almanack Investment Partners, LLC. | 989 | $476.0K | 0.04% | −278−21.9% | Reduced |
| Bremer Bank National Association | 992 | $477.0K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 995 | $478.0K | 0.10% | −147−12.9% | Reduced |
| Flputnam Investment Management Co | 995 | $478.0K | 0.02% | −14−1.4% | Reduced |
| Aaron Wealth Advisors | 229,841 | $478.0K | 0.01% | +229,211+36,382.7% | Added |
| Caldwell Trust Co | 999 | $480.4K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $481.0K | 0.33% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $481.0K | 0.36% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,000 | $481.0K | 0.64% | +500+100.0% | Added |
| Traynor Capital Management, Inc. | 1,015 | $488.0K | 0.06% | −8−0.8% | Reduced |
| HB Wealth Management, LLC | 1,018 | $490.0K | 0.01% | +174+20.6% | Added |
| Summit Trail Advisors, LLC | 1,026 | $493.0K | 0.04% | +468+83.9% | Added |
| Magnus Financial Group LLC | 1,029 | $495.0K | 0.08% | +128+14.2% | Added |
| Wharton Business Group, LLC | 1,035 | $498.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,039 | $500.0K | 0.02% | −1,097−51.4% | Reduced |
| Geneos Wealth Management Inc. | 1,042 | $501.0K | 0.02% | −330−24.1% | Reduced |
| Level Four Advisory Services, LLC | 1,042 | $501.0K | 0.04% | +5+0.5% | Added |
| Wealth Architects, LLC | 1,043 | $502.0K | 0.09% | −27−2.5% | Reduced |
| Gryphon Financial Partners LLC | 1,050 | $505.0K | 0.10% | −257−19.7% | Reduced |
| Congress Park Capital LLC | 1,050 | $505.0K | 0.26% | +1,050 | New |
| Yarbrough Capital, LLC | 1,055 | $507.0K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,056 | $508.0K | 0.05% | −6−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,060 | $509.0K | 0.04% | +19+1.8% | Added |
| Pallas Capital Advisors LLC | 1,100 | $512.0K | 0.07% | −108−8.9% | Reduced |
| Amplius Wealth Advisors, LLC | 1,067 | $513.0K | 0.08% | −37−3.4% | Reduced |
| Beaumont Financial Partners, LLC | 1,078 | $513.0K | 0.04% | −3−0.3% | Reduced |
| Zeke Capital Advisors, LLC | 1,073 | $516.0K | 0.03% | +1,073 | New |
| Woodstock Corp | 1,076 | $517.0K | 0.06% | −19−1.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,076 | $517.0K | 0.56% | +377+53.9% | Added |
| Jane Street Group, LLC | 1,077 | $518.0K | 0.00% | −11,408−91.4% | Reduced |
| Avitas Wealth Management LLC | 1,079 | $519.0K | 0.09% | +1,079 | New |
| RMR Wealth Builders | 1,088 | $523.0K | 0.11% | +1,088 | New |