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 |
|---|---|---|---|---|---|
| Scissortail Wealth Management, LLC | 1,098 | $524.0K | 0.26% | +204+22.8% | Added |
| Boothbay Fund Management, LLC | 1,094 | $526.0K | 0.02% | −4,675−81.0% | Reduced |
| Chicago Trust Co NA | 1,094 | $527.0K | 0.11% | −87−7.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,106 | $532.0K | 0.15% | −330−23.0% | Reduced |
| Camden Capital, LLC | 1,106 | $532.0K | 0.11% | +207+23.0% | Added |
| Whalerock Point Partners, LLC | 1,115 | $536.1K | 0.19% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,132 | $544.0K | 0.01% | −33−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,132 | $544.3K | 0.01% | −33−2.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,136 | $546.0K | 0.09% | 00.0% | Unchanged |
| Western Financial Corporation | 1,144 | $550.0K | 0.32% | −51−4.3% | Reduced |
| Wealth Management Associates, Inc. | 1,150 | $553.0K | 0.31% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,150 | $553.0K | 0.00% | −50−4.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,154 | $555.0K | 0.05% | +69+6.4% | Added |
| Trellis Advisors, LLC | 1,158 | $557.0K | 0.28% | +1+0.1% | Added |
| AGF Investments LLC | 1,158 | $557.0K | 0.05% | +725+167.4% | Added |
| Truvestments Capital LLC | 1,168 | $562.0K | 0.31% | +48+4.3% | Added |
| Flagship Harbor Advisors, LLC | 1,179 | $567.0K | 0.05% | −145−11.0% | Reduced |
| Transform Wealth, LLC | 1,184 | $569.0K | 0.06% | −130−9.9% | Reduced |
| Cetera Advisors LLC | 1,185 | $570.0K | 0.01% | −75−6.0% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $570.0K | 0.14% | +190+19.1% | Added |
| New Millennium Group LLC | 1,191 | $573.0K | 0.41% | −58−4.6% | Reduced |
| DuPont Capital Management Corp | 1,194 | $574.0K | 0.02% | −2,469−67.4% | Reduced |
| HBK Sorce Advisory LLC | 1,195 | $575.0K | 0.03% | −57−4.6% | Reduced |
| Cambridge Trust Co | 1,196 | $575.0K | 0.02% | +735+159.4% | Added |
| Aft, Forsyth & Sober, LLC | 1,200 | $577.0K | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,202 | $578.0K | 0.03% | −53−4.2% | Reduced |
| SS&H Financial Advisors, Inc. | 1,208 | $581.0K | 0.23% | +1,208 | New |
| Choate Investment Advisors | 1,215 | $584.0K | 0.03% | −96−7.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,207 | $584.0K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,218 | $586.0K | 0.09% | +17+1.4% | Added |
| North Star Investment Management Corp. | 1,230 | $591.0K | 0.05% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 1,235 | $594.0K | 0.03% | −4−0.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,240 | $596.0K | 0.58% | +121+10.8% | Added |
| Ballentine Partners, LLC | 1,242 | $597.0K | 0.02% | −19−1.5% | Reduced |
| Horizon Family Wealth, Inc. | 1,248 | $600.0K | 0.59% | +1,248 | New |
| TrinityPoint Wealth, LLC | 1,250 | $601.0K | 0.11% | −16−1.3% | Reduced |
| Sawtooth Solutions, LLC | 1,252 | $602.0K | 0.07% | −1,242−49.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,253 | $602.0K | 0.04% | −42−3.2% | Reduced |
| Triumph Capital Management | 1,254 | $603.0K | 0.26% | +1,254 | New |
| Integrated Advisors Network LLC | 1,256 | $604.0K | 0.04% | +239+23.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,258 | $605.0K | 0.37% | −41−3.2% | Reduced |
| Sand Hill Global Advisors, LLC | 1,259 | $605.0K | 0.03% | +92+7.9% | Added |
| Laurel Wealth Advisors, Inc. | 1,267 | $609.0K | 0.05% | −115−8.3% | Reduced |
| AMG National Trust Bank | 1,278 | $615.0K | 0.02% | −10−0.8% | Reduced |
| GraniteShares Advisors LLC | 1,283 | $616.0K | 0.33% | +24+1.9% | Added |
| Clear Street Markets LLC | 1,282 | $616.0K | 0.18% | +837+188.1% | Added |
| Brown Advisory Securities, LLC | 1,284 | $617.0K | 0.36% | −119−8.5% | Reduced |
| CNB Bank | 1,286 | $618.0K | 0.35% | +71+5.8% | Added |
| Paragon Capital Management Inc | 1,291 | $620.8K | 0.58% | −2,045−61.3% | Reduced |
| Sciencast Management LP | 1,282 | $622.0K | 0.14% | −4,170−76.5% | Reduced |
| Silphium Asset Management Ltd | 1,294 | $622.2K | 0.74% | +600+86.5% | Added |
| Disciplined Equity Management, Inc. | 1,297 | $624.0K | 0.63% | +342+35.8% | Added |
| Principle Wealth Partners LLC | 1,302 | $626.0K | 0.07% | +200+18.1% | Added |
| Roundview Capital LLC | 1,304 | $627.0K | 0.06% | −33−2.5% | Reduced |
| Mutual Advisors, LLC | 1,304 | $627.0K | 0.04% | +15+1.2% | Added |
| Penserra Capital Management LLC | 1,307 | $628.0K | 0.01% | +62+5.0% | Added |
| Modera Wealth Management, LLC | 1,310 | $630.0K | 0.03% | −334−20.3% | Reduced |
| Orion Portfolio Solutions, LLC | 1,311 | $630.0K | 0.02% | −56−4.1% | Reduced |
| First National Trust Co | 1,316 | $633.0K | 0.03% | −73−5.3% | Reduced |
| Lido Advisors, LLC | 1,321 | $635.0K | 0.01% | +145+12.3% | Added |
| Harbor Group, Inc. | 1,329 | $639.0K | 0.40% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,330 | $640.0K | 0.33% | −125−8.6% | Reduced |
| Great Lakes Advisors, LLC | 1,346 | $647.0K | 0.01% | −312−18.8% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $647.0K | 0.07% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,350 | $649.0K | 0.37% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,357 | $652.0K | 0.10% | −100−6.9% | Reduced |
| Oxford Financial Group Ltd | 1,358 | $653.0K | 0.08% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,358 | $653.0K | 0.39% | +363+36.5% | Added |
| 1st Source Bank | 1,364 | $656.0K | 0.04% | +48+3.6% | Added |
| Eastern Bank | 1,368 | $658.0K | 0.03% | −12−0.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,380 | $664.0K | 0.02% | +305+28.4% | Added |
| Community Bank & Trust, Waco, Texas | 1,383 | $665.0K | 0.19% | +115+9.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,393 | $670.0K | 0.13% | +76+5.8% | Added |
| Nixon Peabody Trust Co | 1,396 | $671.0K | 0.23% | +281+25.2% | Added |
| Conestoga Capital Advisors, LLC | 1,400 | $673.0K | 0.01% | −115−7.6% | Reduced |
| WESPAC Advisors, LLC | 1,403 | $675.0K | 0.73% | −382−21.4% | Reduced |
| Stanley-Laman Group, Ltd. | 1,410 | $678.0K | 0.09% | −20,970−93.7% | Reduced |
| Value Partners Investments Inc. | 1,410 | $678.0K | 0.06% | +222+18.7% | Added |
| Van Hulzen Asset Management, LLC | 1,413 | $679.0K | 0.07% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,430 | $688.0K | 0.20% | 00.0% | Unchanged |
| Spinnaker Trust | 1,439 | $692.0K | 0.05% | −10−0.7% | Reduced |
| Two Sigma Securities, LLC | 1,453 | $699.0K | 0.10% | +1,453 | New |
| Haverford Trust Co | 1,455 | $700.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,458 | $701.0K | 0.07% | −100−6.4% | Reduced |
| Proficio Capital Partners LLC | 1,460 | $701.0K | 0.10% | −59−3.9% | Reduced |
| Jackson Wealth Management, LLC | 1,460 | $702.0K | 0.10% | −2,581−63.9% | Reduced |
| Capital Asset Advisory Services LLC | 1,466 | $705.0K | 0.07% | +426+41.0% | Added |
| Smithfield Trust Co | 1,476 | $708.0K | 0.05% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,474 | $709.0K | 0.16% | +204+16.1% | Added |
| Family Legacy, Inc. | 1,486 | $715.0K | 0.30% | +1,486 | New |
| Texas Capital Bancshares Inc | 1,489 | $716.0K | 0.43% | −246−14.2% | Reduced |
| DGS Capital Management, LLC | 1,497 | $720.0K | 0.44% | −113−7.0% | Reduced |
| Crestwood Advisors Group LLC | 1,506 | $724.0K | 0.02% | −472−23.9% | Reduced |
| Verdence Capital Advisors LLC | 1,507 | $725.0K | 0.08% | +5+0.3% | Added |
| Pinnacle Financial Partners Inc | 1,512 | $727.0K | 0.02% | +9+0.6% | Added |
| Valmark Advisers, Inc. | 1,515 | $728.0K | 0.01% | −5−0.3% | Reduced |
| Marks Group Wealth Management, Inc | 1,518 | $730.0K | 0.09% | +218+16.8% | Added |
| K.J. Harrison & Partners Inc | 1,522 | $732.0K | 0.12% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,523 | $732.0K | 0.05% | +166+12.2% | Added |
| Oak Thistle LLC | 1,528 | $735.0K | 0.39% | +598+64.3% | Added |