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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 946 | $454.0K | 0.06% | −62−6.2% | Reduced |
| Thrive Wealth Management, LLC | 945 | $454.0K | 0.13% | +58+6.5% | Added |
| SeaCrest Wealth Management, LLC | 938 | $451.0K | 0.05% | −22−2.3% | Reduced |
| Chesapeake Wealth Management | 933 | $449.0K | 0.16% | −37−3.8% | Reduced |
| Okabena Investment Services Inc | 933 | $449.0K | 0.19% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 931 | $448.0K | 0.21% | −130−12.3% | Reduced |
| Forum Financial Management, LP | 932 | $448.0K | 0.02% | −123−11.7% | Reduced |
| Evercore Wealth Management, LLC | 930 | $447.0K | 0.01% | −1−0.1% | Reduced |
| Ellevest, Inc. | 929 | $447.0K | 0.04% | +183+24.5% | Added |
| Wealthstar Advisors, LLC | 925 | $445.0K | 0.16% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 923 | $444.0K | 0.09% | +46+5.2% | Added |
| AdvisorNet Financial, Inc | 923 | $444.0K | 0.03% | +88+10.5% | Added |
| Capital Advisors, Ltd. LLC | 918 | $441.0K | 0.07% | +165+21.9% | Added |
| Wealthspire Advisors, LLC | 906 | $436.0K | 0.01% | −662−42.2% | Reduced |
| Column Capital Advisors, LLC | 906 | $436.0K | 0.08% | −9−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 906 | $436.0K | 0.26% | +1+0.1% | Added |
| DSC Advisors, L.P. | 907 | $436.0K | 0.35% | +72+8.6% | Added |
| Axiom Advisory, LLC | 906 | $436.0K | 0.36% | +906 | New |
| Bragg Financial Advisors, Inc | 903 | $434.0K | 0.03% | +13+1.5% | Added |
| Bond & Devick Financial Network, Inc. | 900 | $433.0K | 0.35% | −100−10.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $433.0K | 0.14% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 900 | $433.0K | 0.40% | +900 | New |
| KCM Investment Advisors LLC | 899 | $432.0K | 0.02% | −27−2.9% | Reduced |
| West Family Investments, Inc. | 897 | $431.0K | 0.12% | +68+8.2% | Added |
| Alpha Omega Wealth Management LLC | 888 | $427.0K | 0.07% | 00.0% | Unchanged |
| Maven Securities LTD | 887 | $427.0K | 0.09% | +567+177.2% | Added |
| Argus Investors' Counsel, Inc. | 886 | $426.0K | 0.27% | +80+9.9% | Added |
| Stegent Equity Advisors, Inc. | 881 | $424.0K | 0.36% | −385−30.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 881 | $424.0K | 0.12% | +4+0.5% | Added |
| Keel Point, LLC | 877 | $422.0K | 0.06% | −67−7.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 875 | $421.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 875 | $421.0K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 874 | $420.2K | 0.02% | −792−47.5% | Reduced |
| Boenning & Scattergood, Inc. | 874 | $420.0K | 0.07% | +28+3.3% | Added |
| Pathway Financial Advisors LLC | 869 | $418.0K | 0.16% | −50−5.4% | Reduced |
| MSH Capital Advisors LLC | 868 | $417.3K | 0.17% | +36+4.3% | Added |
| Washington Trust Advisors, Inc. | 865 | $417.0K | 0.03% | +129+17.5% | Added |
| MONECO Advisors, LLC | 865 | $416.0K | 0.15% | −12−1.4% | Reduced |
| Pacific Global Investment Management CO | 864 | $415.0K | 0.08% | −30−3.4% | Reduced |
| ICW Investment Advisors LLC | 863 | $415.0K | 0.24% | +9+1.1% | Added |
| NorthRock Partners, LLC | 861 | $414.0K | 0.04% | +39+4.7% | Added |
| Pittenger & Anderson Inc | 857 | $412.0K | 0.02% | −3,521−80.4% | Reduced |
| Hixon Zuercher, LLC | 850 | $409.0K | 0.22% | 00.0% | Unchanged |
| Geller Advisors LLC | 850 | $409.0K | 0.08% | +122+16.8% | Added |
| Nations Financial Group Inc, | 846 | $407.0K | 0.05% | +22+2.7% | Added |
| Highland Private Wealth Management | 845 | $406.0K | 0.05% | +54+6.8% | Added |
| Ifrah Financial Services, Inc. | 843 | $405.0K | 0.11% | +4+0.5% | Added |
| Hancock Whitney Corp | 841 | $404.0K | 0.01% | −49−5.5% | Reduced |
| Allworth Financial LP | 838 | $403.0K | 0.01% | +646+336.5% | Added |
| Tufton Capital Management | 835 | $401.0K | 0.06% | +70+9.2% | Added |
| Krane Funds Advisors LLC | 834 | $401.0K | 0.02% | +279+50.3% | Added |
| Veracity Capital LLC | 833 | $400.0K | 0.17% | −1,149−58.0% | Reduced |
| Tevis Investment Management | 831 | $400.0K | 0.36% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 832 | $400.0K | 0.29% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 619 | $398.0K | 0.13% | 00.0% | Unchanged |
| South State Corp. | 825 | $397.0K | 0.03% | −73−8.1% | Reduced |
| Successful Portfolios LLC | 826 | $397.0K | 0.23% | +12+1.5% | Added |
| NuWave Investment Management, LLC | 826 | $397.0K | 0.53% | +387+88.2% | Added |
| Diversified Investment Strategies, LLC | 820 | $394.0K | 0.27% | 00.0% | Unchanged |
| Sigma Planning Corp | 816 | $393.0K | 0.01% | −28−3.3% | Reduced |
| Burney Co | 818 | $393.0K | 0.02% | −7−0.8% | Reduced |
| BlueCrest Capital Management Ltd | 818 | $393.0K | 0.03% | +818 | New |
| Focus Financial Network, Inc. | 817 | $392.9K | 0.03% | −2,515−75.5% | Reduced |
| Barings LLC | 811 | $390.0K | 0.01% | −3,481−81.1% | Reduced |
| Arrow Financial Corp | 810 | $389.0K | 0.05% | 00.0% | Unchanged |
| Advisory Resource Group | 809 | $389.0K | 0.12% | +165+25.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 898 | $387.0K | 0.02% | −213−19.2% | Reduced |
| Elgethun Capital Management | 805 | $387.0K | 0.13% | +1+0.1% | Added |
| Bourne Lent Asset Management Inc | 802 | $386.0K | 0.12% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $385.0K | 0.15% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $385.0K | 0.18% | 00.0% | Unchanged |
| Gouws Capital LLC | 800 | $385.0K | 0.31% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 800 | $384.7K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 814 | $384.0K | 0.05% | +116+16.6% | Added |
| Journey Advisory Group, LLC | 792 | $381.0K | 0.10% | −65−7.6% | Reduced |
| Avenue 1 Advisors, LLC | 793 | $381.0K | 0.21% | −2−0.3% | Reduced |
| Fulcrum Equity Management | 790 | $380.0K | 0.23% | −1,587−66.8% | Reduced |
| Oakworth Capital, Inc. | 788 | $379.0K | 0.03% | −194−19.8% | Reduced |
| Glen Eagle Advisors, LLC | 784 | $377.0K | 0.10% | +79+11.2% | Added |
| Guardian Wealth Advisors, LLC | 780 | $375.0K | 0.16% | −118−13.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 779 | $375.0K | 0.07% | +24+3.2% | Added |
| Quantinno Capital Management LP | 776 | $373.0K | 0.06% | +776 | New |
| Diversified Portfolios, Inc. | 773 | $372.0K | 0.09% | −56−6.8% | Reduced |
| Royal Fund Management, LLC | 774 | $372.0K | 0.05% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 773 | $372.0K | 0.04% | +12+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 772 | $371.0K | 0.03% | −4−0.5% | Reduced |
| Jackson Square Capital, LLC | 772 | $371.0K | 0.12% | +191+32.9% | Added |
| Front Barnett Associates LLC | 770 | $370.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 762 | $367.0K | 0.01% | −698−47.8% | Reduced |
| Valeo Financial Advisors, LLC | 763 | $367.0K | 0.02% | +108+16.5% | Added |
| Comerica Securities,inc. | 762 | $366.0K | 0.02% | −51−6.3% | Reduced |
| Azzad Asset Management Inc | 760 | $365.3K | 0.05% | −3,320−81.4% | Reduced |
| Orchard Capital Managment, LLC | 759 | $365.0K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 760 | $365.0K | 0.07% | +159+26.5% | Added |
| Thomasville National Bank | 756 | $364.0K | 0.04% | +4+0.5% | Added |
| Kaizen Financial Strategies | 754 | $363.0K | 0.28% | +277+58.1% | Added |
| Gill Capital Partners, LLC | 753 | $362.0K | 0.16% | +3+0.4% | Added |
| Stock Yards Bank & Trust Co | 750 | $361.0K | 0.02% | −175−18.9% | Reduced |
| TCWP LLC | 752 | $361.0K | 0.07% | −25−3.2% | Reduced |
| Abbrea Capital, LLC | 751 | $361.0K | 0.05% | +65+9.5% | Added |