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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 1,862 | $895.0K | 0.59% | +20+1.1% | Added |
| GeoWealth Management, LLC | 1,858 | $893.0K | 0.08% | +302+19.4% | Added |
| Guardian Capital LP | 1,850 | $890.0K | 0.02% | +400+27.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,828 | $879.0K | 0.00% | +600+48.9% | Added |
| Pettee Investors, Inc. | 1,809 | $870.0K | 0.38% | +4+0.2% | Added |
| Scotia Capital Inc. | 1,805 | $868.0K | 0.01% | −6,265−77.6% | Reduced |
| 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 |
| ETF Managers Group, LLC | 1,821 | $859.0K | 0.02% | +36+2.0% | Added |
| Avantax Planning Partners, Inc. | 1,779 | $855.0K | 0.03% | +461+35.0% | Added |
| ASB Consultores, LLC | 1,773 | $853.0K | 0.36% | +521+41.6% | Added |
| Ritholtz Wealth Management | 1,769 | $851.0K | 0.06% | +122+7.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,754 | $843.0K | 0.33% | −65−3.6% | Reduced |
| Americana Partners, LLC | 1,992 | $842.0K | 0.26% | +1,270+175.9% | Added |
| 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 |
| Monetary Management Group Inc | 1,725 | $829.0K | 0.22% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,723 | $828.0K | 0.03% | +985+133.5% | 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 |
| Liberty Wealth Management LLC | 1,707 | $821.0K | 0.30% | +1+0.1% | Added |
| Fort Pitt Capital Group, LLC | 1,706 | $820.0K | 0.03% | −230−11.9% | Reduced |
| Red Spruce Capital, LLC | 1,702 | $818.0K | 0.46% | +90+5.6% | 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 |
| RFG Advisory, LLC | 1,685 | $810.0K | 0.05% | +158+10.3% | Added |
| Applied Research Investments, LLC | 1,682 | $809.0K | 2.41% | −5,343−76.1% | Reduced |
| Parthenon LLC | 1,675 | $805.0K | 0.12% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,672 | $804.0K | 0.13% | +82+5.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,670 | $803.0K | 0.03% | −226−11.9% | Reduced |
| Balentine LLC | 1,658 | $797.0K | 0.03% | +369+28.6% | Added |
| Qtron Investments LLC | 1,655 | $796.0K | 0.18% | −518−23.8% | Reduced |
| Natixis Investment Managers International | 1,651 | $793.0K | 0.01% | +1,080+189.1% | Added |
| United Bank | 1,642 | $790.0K | 0.10% | −297−15.3% | Reduced |
| HWG Holdings LP | 1,638 | $788.0K | 0.39% | −1,112−40.4% | Reduced |
| Accretive Wealth Partners, LLC | 1,636 | $787.0K | 0.49% | +34+2.1% | Added |
| Sustainable Insight Capital Management, LLC | 1,625 | $781.0K | 0.56% | +798+96.5% | Added |
| Prospera Financial Services Inc | 1,619 | $779.0K | 0.03% | −1,414−46.6% | Reduced |
| Waldron Private Wealth LLC | 1,620 | $778.0K | 0.04% | +39+2.5% | Added |
| Optas, LLC | 1,610 | $775.0K | 0.25% | +14+0.9% | Added |
| 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 |
| 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 |
| Bridgewater Associates, LP | 1,592 | $765.0K | 0.00% | +1,592 | New |
| Van Strum & Towne Inc. | 1,586 | $763.0K | 0.29% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,579 | $759.0K | 0.07% | −214−11.9% | Reduced |
| Amica Retiree Medical Trust | 1,569 | $754.0K | 0.71% | 00.0% | Unchanged |
| CWM, LLC | 1,560 | $750.0K | 0.01% | +215+16.0% | Added |
| Oliver Luxxe Assets LLC | 1,550 | $745.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Inverness Counsel LLC | 1,537 | $739.0K | 0.03% | +780+103.0% | Added |
| JFS Wealth Advisors, LLC | 1,532 | $737.0K | 0.07% | +25+1.7% | Added |
| Legacy Advisors, LLC | 1,531 | $736.0K | 0.14% | +1,531 | New |
| Oak Thistle LLC | 1,528 | $735.0K | 0.39% | +598+64.3% | 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 |
| Marks Group Wealth Management, Inc | 1,518 | $730.0K | 0.09% | +218+16.8% | Added |
| Valmark Advisers, Inc. | 1,515 | $728.0K | 0.01% | −5−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 1,512 | $727.0K | 0.02% | +9+0.6% | Added |
| Verdence Capital Advisors LLC | 1,507 | $725.0K | 0.08% | +5+0.3% | Added |
| Crestwood Advisors Group LLC | 1,506 | $724.0K | 0.02% | −472−23.9% | Reduced |
| DGS Capital Management, LLC | 1,497 | $720.0K | 0.44% | −113−7.0% | Reduced |
| Texas Capital Bancshares Inc | 1,489 | $716.0K | 0.43% | −246−14.2% | Reduced |
| Family Legacy, Inc. | 1,486 | $715.0K | 0.30% | +1,486 | New |
| PAX Financial Group, LLC | 1,474 | $709.0K | 0.16% | +204+16.1% | Added |
| Smithfield Trust Co | 1,476 | $708.0K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,466 | $705.0K | 0.07% | +426+41.0% | Added |
| Jackson Wealth Management, LLC | 1,460 | $702.0K | 0.10% | −2,581−63.9% | Reduced |
| 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 |
| Haverford Trust Co | 1,455 | $700.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,453 | $699.0K | 0.10% | +1,453 | New |
| Spinnaker Trust | 1,439 | $692.0K | 0.05% | −10−0.7% | Reduced |
| Concentric Wealth Management, LLC | 1,430 | $688.0K | 0.20% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,413 | $679.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| WESPAC Advisors, LLC | 1,403 | $675.0K | 0.73% | −382−21.4% | Reduced |
| Conestoga Capital Advisors, LLC | 1,400 | $673.0K | 0.01% | −115−7.6% | Reduced |
| Nixon Peabody Trust Co | 1,396 | $671.0K | 0.23% | +281+25.2% | Added |
| Sound View Wealth Advisors Group, LLC | 1,393 | $670.0K | 0.13% | +76+5.8% | Added |
| Community Bank & Trust, Waco, Texas | 1,383 | $665.0K | 0.19% | +115+9.1% | Added |
| Atalanta Sosnoff Capital, LLC | 1,380 | $664.0K | 0.02% | +305+28.4% | Added |
| Eastern Bank | 1,368 | $658.0K | 0.03% | −12−0.9% | Reduced |
| 1st Source Bank | 1,364 | $656.0K | 0.04% | +48+3.6% | Added |
| 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 |
| KMG Fiduciary Partners, LLC | 1,357 | $652.0K | 0.10% | −100−6.9% | Reduced |
| Act Wealth Management, LLC | 1,350 | $649.0K | 0.37% | 00.0% | Unchanged |
| 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 |
| Heron Financial Group, LLC | 1,330 | $640.0K | 0.33% | −125−8.6% | Reduced |
| Harbor Group, Inc. | 1,329 | $639.0K | 0.40% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,321 | $635.0K | 0.01% | +145+12.3% | Added |
| First National Trust Co | 1,316 | $633.0K | 0.03% | −73−5.3% | Reduced |
| 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 |