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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 3,480 | $1.67M | 0.04% | +500+16.8% | Added |
| Donoghue Forlines LLC | 3,502 | $1.68M | 0.36% | −1,559−30.8% | Reduced |
| TrimTabs Asset Management, LLC | 3,502 | $1.68M | 0.56% | +1,489+74.0% | Added |
| Horizon Investments, LLC | 3,543 | $1.70M | 0.05% | −288−7.5% | Reduced |
| Altium Wealth Management LLC | 3,562 | $1.71M | 0.11% | +1,303+57.7% | Added |
| NewEdge Wealth, LLC | 3,569 | $1.72M | 0.08% | +556+18.5% | Added |
| CX Institutional | 3,568 | $1.72M | 0.14% | +2,771+347.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,578 | $1.72M | 0.15% | +338+10.4% | Added |
| Diversified Trust Co | 3,593 | $1.73M | 0.06% | +352+10.9% | Added |
| Cavalier Investments, LLC | 3,597 | $1.73M | 0.45% | −179−4.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.73M | 0.19% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,606 | $1.73M | 0.05% | −2,967−45.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,564 | $1.74M | 0.13% | +3,564 | New |
| Fairfield, Bush & Co. | 3,648 | $1.75M | 0.88% | +1,035+39.6% | Added |
| Sompo Asset Management Co., Ltd. | 3,660 | $1.76M | 0.38% | +500+15.8% | Added |
| WT Wealth Management | 3,663 | $1.76M | 0.68% | +461+14.4% | Added |
| Albion Financial Group | 3,665 | $1.76M | 0.15% | +55+1.5% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,667 | $1.76M | 0.46% | −119−3.1% | Reduced |
| First Personal Financial Services | 3,672 | $1.77M | 0.41% | +3,307+906.0% | Added |
| Jacobi Capital Management LLC | 3,694 | $1.78M | 0.21% | +80+2.2% | Added |
| Willow Creek Wealth Management Inc. | 3,695 | $1.78M | 0.36% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,716 | $1.79M | 0.06% | −2,293−38.2% | Reduced |
| Minot Wealth Management LLC | 3,720 | $1.79M | 0.39% | −1,960−34.5% | Reduced |
| Algert Global LLC | 3,721 | $1.79M | 0.12% | +641+20.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,748 | $1.80M | 0.20% | +1,386+58.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 3,754 | $1.80M | 0.19% | +212+6.0% | Added |
| Chesley Taft & Associates LLC | 3,925 | $1.81M | 0.11% | −200−4.8% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,782 | $1.82M | 0.01% | −48,408−92.8% | Reduced |
| First Bank & Trust | 3,799 | $1.83M | 0.56% | +342+9.9% | Added |
| Inlet Private Wealth, LLC | 3,828 | $1.84M | 0.46% | −10−0.3% | Reduced |
| Stonnington Group, LLC | 3,900 | $1.85M | 0.44% | −1,725−30.7% | Reduced |
| Brown Brothers Harriman & Co | 3,841 | $1.85M | 0.01% | −40−1.0% | Reduced |
| Change Path, LLC | 3,844 | $1.85M | 0.10% | +297+8.4% | Added |
| Quantitative Investment Management, LLC | 3,850 | $1.85M | 0.20% | +3,850 | New |
| Harfst & Associates, Inc. | 3,899 | $1.87M | 0.44% | +511+15.1% | Added |
| Centiva Capital, LP | 3,909 | $1.88M | 0.11% | +3,909 | New |
| Buckingham Strategic Wealth, LLC | 3,939 | $1.89M | 0.04% | −80−2.0% | Reduced |
| MV Capital Management, Inc. | 3,951 | $1.90M | 0.29% | +36+0.9% | Added |
| Kempen Capital Management N.V. | 3,953 | $1.90M | 0.06% | +575+17.0% | Added |
| Stiles Financial Services Inc | 3,977 | $1.92M | 0.96% | +233+6.2% | Added |
| CAPROCK Group, Inc. | 3,993 | $1.92M | 0.18% | +3,993 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.92M | 0.52% | 00.0% | Unchanged |
| JB Capital LLC | 4,018 | $1.93M | 0.19% | +227+6.0% | Added |
| Dynamic Advisor Solutions LLC | 4,033 | $1.94M | 0.14% | +53+1.3% | Added |
| Brasada Capital Management, LP | 4,047 | $1.95M | 0.37% | +78+2.0% | Added |
| Duality Advisers, LP | 4,057 | $1.95M | 0.21% | +2,995+282.0% | Added |
| Unigestion Holding SA | 4,181 | $1.97M | 0.08% | −81−1.9% | Reduced |
| Signaturefd, LLC | 4,135 | $1.99M | 0.06% | +190+4.8% | Added |
| Avalon Investment & Advisory | 4,140 | $1.99M | 0.05% | +1,402+51.2% | Added |
| Wealthsource Partners, LLC | 4,197 | $2.02M | 0.14% | −8−0.2% | Reduced |
| Security Asset Management | 4,211 | $2.02M | 0.87% | +4,211 | New |
| Park Avenue Securities LLC | 4,218 | $2.03M | 0.04% | +565+15.5% | Added |
| Boston Financial Mangement LLC | 4,228 | $2.03M | 0.08% | +267+6.7% | Added |
| IBM Retirement Fund | 4,237 | $2.04M | 0.29% | −155−3.5% | Reduced |
| Vestcor Inc | 4,256 | $2.05M | 0.07% | −1,409−24.9% | Reduced |
| Novare Capital Management LLC | 4,323 | $2.08M | 0.22% | −22−0.5% | Reduced |
| Clarius Group, LLC | 3,233 | $2.08M | 0.16% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,335 | $2.08M | 0.04% | −115−2.6% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $2.09M | 0.37% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,372 | $2.10M | 0.81% | −74−1.7% | Reduced |
| Sanders Morris Harris LLC | 4,396 | $2.11M | 0.41% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4,435 | $2.13M | 0.73% | +478+12.1% | Added |
| Cresset Asset Management, LLC | 4,447 | $2.14M | 0.02% | −1,176−20.9% | Reduced |
| Metis Global Partners, LLC | 4,457 | $2.14M | 0.26% | +2,005+81.8% | Added |
| Silicon Valley Capital Partners | 4,511 | $2.17M | 0.36% | +192+4.4% | Added |
| Welch & Forbes LLC | 4,513 | $2.17M | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,544 | $2.19M | 0.03% | −194−4.1% | Reduced |
| Clean Yield Group | 4,570 | $2.20M | 0.78% | −722−13.6% | Reduced |
| Mirador Capital Partners LP | 4,587 | $2.21M | 0.45% | −785−14.6% | Reduced |
| Twin Capital Management Inc | 4,588 | $2.21M | 0.24% | +555+13.8% | Added |
| Jump Financial, LLC | 4,610 | $2.22M | 0.09% | −243−5.0% | Reduced |
| Freedom Day Solutions, LLC | 4,626 | $2.22M | 0.95% | −267−5.5% | Reduced |
| Personal Capital Advisors Corp | 4,667 | $2.24M | 0.01% | −11−0.2% | Reduced |
| Varma Mutual Pension Insurance Co | 4,713 | $2.27M | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,717 | $2.27M | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,774 | $2.30M | 0.05% | −1,040−17.9% | Reduced |
| Coastline Trust Co | 4,780 | $2.30M | 0.28% | +5+0.1% | Added |
| Toroso Investments, LLC | 4,798 | $2.31M | 0.07% | +466+10.8% | Added |
| Ironwood Financial, llc | 4,808 | $2.31M | 0.65% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,832 | $2.32M | 0.29% | −1,496−23.6% | Reduced |
| Private Trust Co NA | 4,844 | $2.33M | 0.36% | −6−0.1% | Reduced |
| First Nebraska Trust Co | 4,881 | $2.35M | 0.28% | −65−1.3% | Reduced |
| Verition Fund Management LLC | 4,881 | $2.35M | 0.05% | −1,577−24.4% | Reduced |
| Alps Advisors Inc | 4,978 | $2.39M | 0.03% | +98+2.0% | Added |
| Darwin Advisors, LLC | 4,980 | $2.40M | 0.39% | +413+9.0% | Added |
| Herold Advisors, Inc. | 4,985 | $2.40M | 0.85% | +395+8.6% | Added |
| Glynn Capital Management LLC | 5,000 | $2.40M | 0.32% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $2.40M | 0.55% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 5,012 | $2.41M | 0.84% | +950+23.4% | Added |
| Roberts Wealth Advisors, LLC | 5,011 | $2.42M | 0.95% | +132+2.7% | Added |
| Thoroughbred Financial Services, LLC | 5,062 | $2.43M | 0.40% | +1,635+47.7% | Added |
| PFG Advisors | 5,099 | $2.45M | 0.25% | +85+1.7% | Added |
| Equitable Trust Co | 5,108 | $2.46M | 0.16% | −4,475−46.7% | Reduced |
| CIBC World Markets Inc. | 5,111 | $2.46M | 0.01% | −1,645−24.3% | Reduced |
| Wedbush Securities Inc | 5,138 | $2.47M | 0.11% | −698−12.0% | Reduced |
| Jefferies Group LLC | 5,154 | $2.48M | 0.06% | +5,154 | New |
| D.A. Davidson & Co. | 5,197 | $2.50M | 0.03% | +210+4.2% | Added |
| Empirical Finance, LLC | 5,197 | $2.50M | 0.28% | +592+12.9% | Added |
| Outfitter Financial LLC | 5,230 | $2.52M | 1.92% | −10−0.2% | Reduced |
| Paloma Partners Management Co | 5,242 | $2.52M | 0.19% | −20,070−79.3% | Reduced |