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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,307 | $628.0K | 0.01% | +62+5.0% | 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 |
| Principle Wealth Partners LLC | 1,302 | $626.0K | 0.07% | +200+18.1% | Added |
| Disciplined Equity Management, Inc. | 1,297 | $624.0K | 0.63% | +342+35.8% | Added |
| Silphium Asset Management Ltd | 1,294 | $622.2K | 0.74% | +600+86.5% | Added |
| Sciencast Management LP | 1,282 | $622.0K | 0.14% | −4,170−76.5% | Reduced |
| Paragon Capital Management Inc | 1,291 | $620.8K | 0.58% | −2,045−61.3% | Reduced |
| CNB Bank | 1,286 | $618.0K | 0.35% | +71+5.8% | Added |
| Brown Advisory Securities, LLC | 1,284 | $617.0K | 0.36% | −119−8.5% | 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 |
| AMG National Trust Bank | 1,278 | $615.0K | 0.02% | −10−0.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,267 | $609.0K | 0.05% | −115−8.3% | Reduced |
| 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 |
| Integrated Advisors Network LLC | 1,256 | $604.0K | 0.04% | +239+23.5% | Added |
| Triumph Capital Management | 1,254 | $603.0K | 0.26% | +1,254 | New |
| 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 |
| TrinityPoint Wealth, LLC | 1,250 | $601.0K | 0.11% | −16−1.3% | Reduced |
| Horizon Family Wealth, Inc. | 1,248 | $600.0K | 0.59% | +1,248 | New |
| Ballentine Partners, LLC | 1,242 | $597.0K | 0.02% | −19−1.5% | Reduced |
| Kolinsky Wealth Management, LLC | 1,240 | $596.0K | 0.58% | +121+10.8% | Added |
| Parsec Financial Management, Inc. | 1,235 | $594.0K | 0.03% | −4−0.3% | Reduced |
| North Star Investment Management Corp. | 1,230 | $591.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,218 | $586.0K | 0.09% | +17+1.4% | Added |
| 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 |
| SS&H Financial Advisors, Inc. | 1,208 | $581.0K | 0.23% | +1,208 | New |
| Brighton Jones LLC | 1,202 | $578.0K | 0.03% | −53−4.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 1,200 | $577.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| DuPont Capital Management Corp | 1,194 | $574.0K | 0.02% | −2,469−67.4% | Reduced |
| New Millennium Group LLC | 1,191 | $573.0K | 0.41% | −58−4.6% | 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 |
| Transform Wealth, LLC | 1,184 | $569.0K | 0.06% | −130−9.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,179 | $567.0K | 0.05% | −145−11.0% | Reduced |
| Truvestments Capital LLC | 1,168 | $562.0K | 0.31% | +48+4.3% | 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 |
| Knights of Columbus Asset Advisors LLC | 1,154 | $555.0K | 0.05% | +69+6.4% | Added |
| Bahl & Gaynor Inc | 1,150 | $553.0K | 0.00% | −50−4.2% | Reduced |
| Wealth Management Associates, Inc. | 1,150 | $553.0K | 0.31% | 00.0% | Unchanged |
| Western Financial Corporation | 1,144 | $550.0K | 0.32% | −51−4.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,136 | $546.0K | 0.09% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,132 | $544.3K | 0.01% | −33−2.8% | Reduced |
| Bartlett & Co. LLC | 1,132 | $544.0K | 0.01% | −33−2.8% | Reduced |
| Whalerock Point Partners, LLC | 1,115 | $536.1K | 0.19% | 00.0% | Unchanged |
| 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 |
| Chicago Trust Co NA | 1,094 | $527.0K | 0.11% | −87−7.4% | Reduced |
| Boothbay Fund Management, LLC | 1,094 | $526.0K | 0.02% | −4,675−81.0% | Reduced |
| Scissortail Wealth Management, LLC | 1,098 | $524.0K | 0.26% | +204+22.8% | Added |
| RMR Wealth Builders | 1,088 | $523.0K | 0.11% | +1,088 | New |
| Avitas Wealth Management LLC | 1,079 | $519.0K | 0.09% | +1,079 | New |
| Jane Street Group, LLC | 1,077 | $518.0K | 0.00% | −11,408−91.4% | Reduced |
| Woodstock Corp | 1,076 | $517.0K | 0.06% | −19−1.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,076 | $517.0K | 0.56% | +377+53.9% | Added |
| Zeke Capital Advisors, LLC | 1,073 | $516.0K | 0.03% | +1,073 | New |
| Amplius Wealth Advisors, LLC | 1,067 | $513.0K | 0.08% | −37−3.4% | Reduced |
| Beaumont Financial Partners, LLC | 1,078 | $513.0K | 0.04% | −3−0.3% | Reduced |
| Pallas Capital Advisors LLC | 1,100 | $512.0K | 0.07% | −108−8.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,060 | $509.0K | 0.04% | +19+1.8% | Added |
| Crescent Grove Advisors, LLC | 1,056 | $508.0K | 0.05% | −6−0.6% | Reduced |
| Yarbrough Capital, LLC | 1,055 | $507.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,050 | $505.0K | 0.10% | −257−19.7% | Reduced |
| Congress Park Capital LLC | 1,050 | $505.0K | 0.26% | +1,050 | New |
| Wealth Architects, LLC | 1,043 | $502.0K | 0.09% | −27−2.5% | Reduced |
| Geneos Wealth Management Inc. | 1,042 | $501.0K | 0.02% | −330−24.1% | Reduced |
| Level Four Advisory Services, LLC | 1,042 | $501.0K | 0.04% | +5+0.5% | Added |
| Resources Investment Advisors, LLC. | 1,039 | $500.0K | 0.02% | −1,097−51.4% | Reduced |
| Wharton Business Group, LLC | 1,035 | $498.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,029 | $495.0K | 0.08% | +128+14.2% | Added |
| Summit Trail Advisors, LLC | 1,026 | $493.0K | 0.04% | +468+83.9% | Added |
| HB Wealth Management, LLC | 1,018 | $490.0K | 0.01% | +174+20.6% | Added |
| Traynor Capital Management, Inc. | 1,015 | $488.0K | 0.06% | −8−0.8% | Reduced |
| CoreFirst Bank & Trust | 1,000 | $481.0K | 0.33% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $481.0K | 0.36% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,000 | $481.0K | 0.64% | +500+100.0% | Added |
| Caldwell Trust Co | 999 | $480.4K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 995 | $478.0K | 0.10% | −147−12.9% | Reduced |
| Flputnam Investment Management Co | 995 | $478.0K | 0.02% | −14−1.4% | Reduced |
| Aaron Wealth Advisors | 229,841 | $478.0K | 0.01% | +229,211+36,382.7% | Added |
| Bremer Bank National Association | 992 | $477.0K | 0.08% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 989 | $476.0K | 0.04% | −278−21.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 986 | $474.0K | 0.30% | −94−8.7% | Reduced |
| RBF Capital, LLC | 1,000 | $472.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 973 | $468.0K | 0.00% | −132,298−99.3% | Reduced |
| FineMark National Bank & Trust | 971 | $467.0K | 0.02% | +12+1.3% | Added |
| Tolleson Wealth Management, Inc. | 969 | $466.0K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 921 | $466.0K | 0.10% | +299+48.1% | Added |
| Calton & Associates, Inc. | 967 | $465.0K | 0.14% | +27+2.9% | Added |
| Little House Capital LLC | 966 | $464.0K | 0.24% | +966 | New |
| Walter & Keenan Financial Consulting Co | 957 | $460.0K | 0.16% | +275+40.3% | Added |
| 180 Wealth Advisors, LLC | 944 | $458.0K | 0.10% | −251−21.0% | Reduced |
| NTB Financial Corp | 950 | $457.0K | 0.33% | +8+0.8% | Added |
| Godsey & Gibb Associates | 950 | $457.0K | 0.17% | +950 | New |