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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 2,184 | $1.05M | 0.27% | +240+12.3% | Added |
| Quadrant Capital Group LLC | 2,195 | $1.05M | 0.13% | −41−1.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,220 | $1.07M | 0.23% | −32−1.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,223 | $1.07M | 0.09% | +204+10.1% | Added |
| Freestone Capital Holdings, LLC | 2,225 | $1.07M | 0.04% | +665+42.6% | Added |
| Marshall Financial Group LLC | 2,257 | $1.08M | 0.44% | −33−1.4% | Reduced |
| Sentry Investment Management LLC | 2,265 | $1.09M | 0.35% | +1,199+112.5% | Added |
| Blueshift Asset Management, LLC | 2,269 | $1.09M | 0.10% | −1,403−38.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,287 | $1.10M | 0.09% | +219+10.6% | Added |
| Argent Trust Co | 2,324 | $1.12M | 0.07% | +18+0.8% | Added |
| Archford Capital Strategies, LLC | 2,256 | $1.12M | 0.25% | +150+7.1% | Added |
| Credential Qtrade Securities Inc. | 2,328 | $1.12M | 0.07% | +618+36.1% | Added |
| Sequoia Financial Advisors, LLC | 2,328 | $1.12M | 0.03% | +465+25.0% | Added |
| Virtu Financial LLC | 2,329 | $1.12M | 0.08% | +1,976+559.8% | Added |
| Checchi Capital Advisers, LLC | 2,345 | $1.13M | 0.12% | +117+5.3% | Added |
| DB Fitzpatrick & Co, Inc | 2,359 | $1.13M | 1.13% | +65+2.8% | Added |
| ICONIQ Capital, LLC | 2,384 | $1.15M | 0.01% | −9−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,397 | $1.15M | 0.29% | +2,397 | New |
| Catalyst Private Wealth, LLC | 2,418 | $1.16M | 0.58% | +1,475+156.4% | Added |
| Hilltop Holdings Inc. | 2,421 | $1.16M | 0.13% | −9−0.4% | Reduced |
| Nicolet Bankshares Inc | 2,432 | $1.17M | 0.25% | −117−4.6% | Reduced |
| Core Wealth Advisors, Inc. | 2,450 | $1.18M | 0.66% | +2,450 | New |
| Peak Asset Management, LLC | 2,464 | $1.19M | 0.28% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,467 | $1.19M | 0.23% | +1,902+336.6% | Added |
| Symmetry Partners, LLC | 2,476 | $1.19M | 0.07% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,487 | $1.20M | 0.57% | +2+0.1% | Added |
| Founders Fund IV Management, LLC | 2,521 | $1.21M | 100.00% | +2,521 | New |
| Ativo Capital Management LLC | 2,525 | $1.21M | 0.62% | +2,525 | New |
| Gateway Investment Advisers LLC | 2,536 | $1.22M | 0.01% | +797+45.8% | Added |
| Mather Group, LLC. | 2,553 | $1.23M | 0.02% | +744+41.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,579 | $1.24M | 0.09% | −9,366−78.4% | Reduced |
| Segall Bryant & Hamill, LLC | 2,594 | $1.25M | 0.01% | −7−0.3% | Reduced |
| Venturi Wealth Management, LLC | 2,590 | $1.25M | 0.10% | +67+2.7% | Added |
| Weatherly Asset Management L. P. | 2,625 | $1.26M | 0.15% | −185−6.6% | Reduced |
| Ulland Investment Advisors, LLC | 2,633 | $1.27M | 0.95% | +75+2.9% | Added |
| Ninety One SA (PTY) Ltd | 2,639 | $1.27M | 0.35% | −922−25.9% | Reduced |
| Old Port Advisors | 2,634 | $1.27M | 0.43% | −18−0.7% | Reduced |
| RB Capital Management, LLC | 2,671 | $1.28M | 0.42% | +226+9.2% | Added |
| Caxton Associates LP | 2,683 | $1.29M | 0.13% | +1,418+112.1% | Added |
| Coldstream Capital Management Inc | 2,696 | $1.30M | 0.04% | −511−15.9% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,700 | $1.30M | 0.16% | +200+8.0% | Added |
| Perpetual Investment Management Ltd | 2,700 | $1.30M | 0.16% | +2,156+396.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.31M | 0.02% | 00.0% | Unchanged |
| Fort, L.P. | 2,723 | $1.31M | 0.49% | −326−10.7% | Reduced |
| Sendero Wealth Management, LLC | 2,724 | $1.31M | 0.60% | −1,416−34.2% | Reduced |
| Abacus Planning Group, Inc. | 2,731 | $1.31M | 0.35% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,772 | $1.33M | 0.16% | +159+6.1% | Added |
| OPSEU Pension Plan Trust Fund | 2,739 | $1.33M | 0.32% | +58+2.2% | Added |
| Ropes Wealth Advisors LLC | 2,800 | $1.35M | 0.23% | −30−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,805 | $1.35M | 0.16% | +1,989+243.8% | Added |
| Asset Dedication, LLC | 2,918 | $1.37M | 0.15% | +1,953+202.4% | Added |
| Boit C F David | 2,850 | $1.37M | 0.90% | −250−8.1% | Reduced |
| Schechter Investment Advisors, LLC | 2,852 | $1.37M | 0.13% | +96+3.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,853 | $1.37M | 0.07% | −158−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,882 | $1.37M | 0.10% | +230+6.3% | Added |
| FSA Wealth Management LLC | 2,146 | $1.38M | 0.80% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,876 | $1.38M | 0.04% | +730+34.0% | Added |
| Cannell Peter B & Co Inc | 2,892 | $1.39M | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,914 | $1.40M | 0.12% | −55−1.9% | Reduced |
| Capital Investment Advisors, LLC | 2,930 | $1.41M | 0.04% | −61−2.0% | Reduced |
| Crestline Management, LP | 2,930 | $1.41M | 0.18% | +2,930 | New |
| Independent Solutions Wealth Management, LLC | 2,933 | $1.41M | 0.36% | −297−9.2% | Reduced |
| Cutler Group LP | 2,936 | $1.41M | 0.13% | +1,370+87.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,971 | $1.43M | 0.01% | −115−3.7% | Reduced |
| IFP Advisors, Inc | 17,156 | $1.43M | 0.02% | +8,379+95.5% | Added |
| Elevated Capital Advisors, LLC | 2,972 | $1.43M | 0.47% | +2,972 | New |
| Stephens Inc | 3,016 | $1.45M | 0.02% | −319−9.6% | Reduced |
| Capricorn Fund Managers Ltd | 3,022 | $1.45M | 0.35% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 3,024 | $1.45M | 0.75% | +30+1.0% | Added |
| Scharf Investments, LLC | 3,044 | $1.46M | 0.04% | +187+6.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,045 | $1.46M | 0.12% | +292+10.6% | Added |
| Vista Wealth Management Group, LLC | 3,060 | $1.47M | 0.22% | −11−0.4% | Reduced |
| Johnson Investment Counsel Inc | 3,063 | $1.47M | 0.02% | +10.0% | Added |
| Knowledge Leaders Capital, LLC | 3,069 | $1.48M | 1.06% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,028 | $1.48M | 0.35% | +674+28.6% | Added |
| 1832 Asset Management L.P. | 3,120 | $1.49M | 0.00% | −207,732−98.5% | Reduced |
| Kestra Private Wealth Services, LLC | 3,113 | $1.50M | 0.07% | −1,008−24.5% | Reduced |
| Gofen & Glossberg LLC | 3,139 | $1.51M | 0.03% | −468−13.0% | Reduced |
| Old National Bancorp | 3,146 | $1.51M | 0.06% | −1,504−32.3% | Reduced |
| Pegasus Partners Ltd. | 3,153 | $1.52M | 0.27% | −41−1.3% | Reduced |
| Mission Wealth Management, LP | 3,164 | $1.52M | 0.07% | +15+0.5% | Added |
| REDW Wealth LLC | 3,168 | $1.52M | 0.45% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 3,177 | $1.53M | 0.03% | −226−6.6% | Reduced |
| Dohj, LLC | 3,180 | $1.53M | 0.74% | +630+24.7% | Added |
| Boulder Hill Capital Management LP | 3,200 | $1.54M | 0.83% | +3,200 | New |
| Desjardins Global Asset Management Inc. | 3,225 | $1.55M | 0.13% | +14+0.4% | Added |
| Cetera Investment Advisers | 3,227 | $1.55M | 0.02% | +249+8.4% | Added |
| Advisor OS, LLC | 3,232 | $1.55M | 0.45% | −1,467−31.2% | Reduced |
| Apollon Wealth Management, LLC | 3,286 | $1.58M | 0.11% | +1,009+44.3% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.59M | 0.37% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,349 | $1.61M | 0.45% | +3,349 | New |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.61M | 1.67% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,364 | $1.62M | 0.47% | −30−0.9% | Reduced |
| Eads & Heald Wealth Management | 3,402 | $1.64M | 0.76% | −12−0.4% | Reduced |
| Duncker Streett & Co Inc | 3,414 | $1.64M | 0.33% | −3−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,426 | $1.65M | 0.17% | −439−11.4% | Reduced |
| EP Wealth Advisors, LLC | 3,450 | $1.66M | 0.04% | +404+13.3% | Added |
| Evergreen Capital Management LLC | 3,460 | $1.66M | 0.07% | +73+2.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,462 | $1.66M | 0.15% | −46−1.3% | Reduced |
| Quantbot Technologies LP | 3,476 | $1.67M | 0.15% | +3,476 | New |