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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 1,531 | $736.0K | 0.14% | +1,531 | New |
| JFS Wealth Advisors, LLC | 1,532 | $737.0K | 0.07% | +25+1.7% | Added |
| Inverness Counsel LLC | 1,537 | $739.0K | 0.03% | +780+103.0% | Added |
| First Commonwealth Financial Corp | 1,548 | $744.0K | 0.24% | +35+2.3% | Added |
| Ancora Advisors, LLC | 1,547 | $744.0K | 0.02% | +161+11.6% | Added |
| Oliver Luxxe Assets LLC | 1,550 | $745.0K | 0.19% | 00.0% | Unchanged |
| CWM, LLC | 1,560 | $750.0K | 0.01% | +215+16.0% | Added |
| Amica Retiree Medical Trust | 1,569 | $754.0K | 0.71% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,579 | $759.0K | 0.07% | −214−11.9% | Reduced |
| Van Strum & Towne Inc. | 1,586 | $763.0K | 0.29% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,592 | $765.0K | 0.00% | +1,592 | New |
| DCM Advisors, LLC | 1,600 | $769.0K | 0.27% | −256−13.8% | Reduced |
| First Financial Bank - Trust Division | 1,600 | $769.0K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,609 | $774.0K | 0.15% | −197−10.9% | Reduced |
| Pinnacle Associates Ltd | 1,610 | $774.0K | 0.01% | +1,610 | New |
| Optas, LLC | 1,610 | $775.0K | 0.25% | +14+0.9% | Added |
| Waldron Private Wealth LLC | 1,620 | $778.0K | 0.04% | +39+2.5% | Added |
| Prospera Financial Services Inc | 1,619 | $779.0K | 0.03% | −1,414−46.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,625 | $781.0K | 0.56% | +798+96.5% | Added |
| Accretive Wealth Partners, LLC | 1,636 | $787.0K | 0.49% | +34+2.1% | Added |
| HWG Holdings LP | 1,638 | $788.0K | 0.39% | −1,112−40.4% | Reduced |
| United Bank | 1,642 | $790.0K | 0.10% | −297−15.3% | Reduced |
| Natixis Investment Managers International | 1,651 | $793.0K | 0.01% | +1,080+189.1% | Added |
| Qtron Investments LLC | 1,655 | $796.0K | 0.18% | −518−23.8% | Reduced |
| Balentine LLC | 1,658 | $797.0K | 0.03% | +369+28.6% | Added |
| Carnegie Capital Asset Management, LLC | 1,670 | $803.0K | 0.03% | −226−11.9% | Reduced |
| Gilbert & Cook, Inc. | 1,672 | $804.0K | 0.13% | +82+5.2% | Added |
| Parthenon LLC | 1,675 | $805.0K | 0.12% | 00.0% | Unchanged |
| Applied Research Investments, LLC | 1,682 | $809.0K | 2.41% | −5,343−76.1% | Reduced |
| RFG Advisory, LLC | 1,685 | $810.0K | 0.05% | +158+10.3% | Added |
| Voya Financial Advisors, Inc. | 1,722 | $813.0K | 0.09% | −154−8.2% | Reduced |
| Intersect Capital LLC | 1,690 | $813.0K | 0.16% | −63−3.6% | Reduced |
| GM Advisory Group, Inc. | 1,690 | $813.0K | 0.10% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,702 | $818.0K | 0.46% | +90+5.6% | Added |
| Fort Pitt Capital Group, LLC | 1,706 | $820.0K | 0.03% | −230−11.9% | Reduced |
| Liberty Wealth Management LLC | 1,707 | $821.0K | 0.30% | +1+0.1% | Added |
| WBH Advisory Inc | 1,850 | $822.0K | 0.10% | +60+3.4% | Added |
| Savant Capital, LLC | 1,710 | $822.0K | 0.03% | −41−2.3% | Reduced |
| Snowden Capital Advisors LLC | 1,723 | $828.0K | 0.03% | +985+133.5% | Added |
| Monetary Management Group Inc | 1,725 | $829.0K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,727 | $830.0K | 0.07% | −412−19.3% | Reduced |
| Lumature Wealth Partners, LLC | 1,725 | $830.0K | 0.33% | −136−7.3% | Reduced |
| Americana Partners, LLC | 1,992 | $842.0K | 0.26% | +1,270+175.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,754 | $843.0K | 0.33% | −65−3.6% | Reduced |
| Ritholtz Wealth Management | 1,769 | $851.0K | 0.06% | +122+7.4% | Added |
| ASB Consultores, LLC | 1,773 | $853.0K | 0.36% | +521+41.6% | Added |
| Avantax Planning Partners, Inc. | 1,779 | $855.0K | 0.03% | +461+35.0% | Added |
| ETF Managers Group, LLC | 1,821 | $859.0K | 0.02% | +36+2.0% | Added |
| Seeyond | 1,802 | $866.0K | 0.09% | −770−29.9% | Reduced |
| Stamos Capital Partners, L.P. | 1,800 | $866.0K | 0.29% | +1,800 | New |
| Scotia Capital Inc. | 1,805 | $868.0K | 0.01% | −6,265−77.6% | Reduced |
| Pettee Investors, Inc. | 1,809 | $870.0K | 0.38% | +4+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,828 | $879.0K | 0.00% | +600+48.9% | Added |
| Guardian Capital LP | 1,850 | $890.0K | 0.02% | +400+27.6% | Added |
| GeoWealth Management, LLC | 1,858 | $893.0K | 0.08% | +302+19.4% | Added |
| Kensington Investment Counsel, LLC | 1,862 | $895.0K | 0.59% | +20+1.1% | Added |
| Wade G W & Inc | 1,871 | $900.0K | 0.04% | −116−5.8% | Reduced |
| Brookstone Capital Management | 1,903 | $901.0K | 0.02% | −240−11.2% | Reduced |
| Sargent Investment Group, LLC | 1,880 | $904.0K | 0.23% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 1,893 | $910.0K | 0.16% | +1,176+164.0% | Added |
| Sofos Investments, Inc. | 4,458 | $911.0K | 0.08% | −2,107−32.1% | Reduced |
| Connolly Sarah T. | 1,895 | $911.0K | 0.53% | 00.0% | Unchanged |
| BFSG, LLC | 1,895 | $911.0K | 0.14% | +1,895 | New |
| Zions Bancorporation, N.A. | 1,900 | $914.0K | 0.08% | +634+50.1% | Added |
| Barr E S & Co | 1,909 | $918.0K | 0.06% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,913 | $920.0K | 0.09% | +8+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,926 | $926.0K | 0.25% | +1,926 | New |
| McRae Capital Management Inc | 1,934 | $930.0K | 0.21% | −57−2.9% | Reduced |
| Lincoln National Corp | 1,934 | $930.0K | 0.02% | +167+9.5% | Added |
| Perigon Wealth Management, LLC | 1,939 | $932.0K | 0.07% | +497+34.5% | Added |
| NVWM, LLC | 1,940 | $933.0K | 0.30% | −2,581−57.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $933.0K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,944 | $935.0K | 0.79% | +13+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,951 | $938.0K | 0.04% | −126−6.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,951 | $938.0K | 0.44% | −56−2.8% | Reduced |
| Plimoth Trust Co LLC | 1,957 | $941.0K | 0.25% | −13−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,962 | $943.0K | 0.17% | −140−6.7% | Reduced |
| Boston Family Office LLC | 1,964 | $944.0K | 0.07% | −40−2.0% | Reduced |
| Caxton Corp | 1,965 | $945.0K | 1.17% | −24−1.2% | Reduced |
| Sunbelt Securities, Inc. | 2,007 | $947.0K | 0.17% | −159−7.3% | Reduced |
| Fulcrum Asset Management LLP | – | $953.0K | 0.28% | – | New |
| SRN Advisors, LLC | 1,988 | $955.9K | 0.42% | −30−1.5% | Reduced |
| Spire Wealth Management | 2,000 | $962.0K | 0.03% | −202−9.2% | Reduced |
| Forbes J M & Co LLP | 2,010 | $966.0K | 0.12% | 00.0% | Unchanged |
| Cadence Bank NA | 2,037 | $980.0K | 0.27% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,052 | $987.0K | 0.29% | +254+14.1% | Added |
| Anchor Investment Management, LLC | 2,063 | $992.0K | 0.13% | +132+6.8% | Added |
| Pinnbrook Capital Management LP | 2,077 | $999.0K | 1.70% | −4,174−66.8% | Reduced |
| Lifeworks Advisors, LLC | 2,096 | $1.01M | 0.67% | +1,135+118.1% | Added |
| Money Concepts Capital Corp | 2,106 | $1.01M | 0.06% | +76+3.7% | Added |
| Jag Capital Management, LLC | 2,665 | $1.02M | 0.10% | −735−21.6% | Reduced |
| Next Century Growth Investors LLC | 2,124 | $1.02M | 0.10% | −10.0% | Reduced |
| American Portfolios Advisors | 2,136 | $1.03M | 0.04% | −2,083−49.4% | Reduced |
| Clearstead Advisors, LLC | 2,138 | $1.03M | 0.07% | +133+6.6% | Added |
| Garner Asset Management Corp | 2,148 | $1.03M | 0.42% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,150 | $1.03M | 0.60% | +150+7.5% | Added |
| Heartland Bank & Trust Co | 2,156 | $1.04M | 0.79% | −901−29.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,159 | $1.04M | 0.04% | +502+30.3% | Added |
| Strategy Asset Managers LLC | 2,178 | $1.05M | 0.23% | +96+4.6% | Added |
| Krilogy Financial LLC | 2,184 | $1.05M | 0.11% | −1,033−32.1% | Reduced |