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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (USA) Corp | 750 | $361.0K | 0.06% | +750 | New |
| Grandfield & Dodd, LLC | 743 | $360.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 745 | $358.0K | 0.03% | −3−0.4% | Reduced |
| Intelligence Driven Advisers, LLC | 720 | $356.0K | 0.07% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 735 | $353.0K | 1.55% | +735 | New |
| Graypoint LLC | 732 | $352.0K | 0.03% | +57+8.4% | Added |
| Fishman Jay A Ltd | 732 | $352.0K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 730 | $351.0K | 0.02% | −8−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 731 | $351.0K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 729 | $350.0K | 0.09% | +1+0.1% | Added |
| Johnson Bixby & Associates, LLC | 725 | $349.0K | 0.09% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 719 | $346.0K | 0.10% | −54−7.0% | Reduced |
| Bernardo Wealth Planning LLC | 718 | $345.0K | 0.17% | 00.0% | Unchanged |
| We Are One Seven, LLC | 714 | $343.0K | 0.04% | +184+34.7% | Added |
| Childress Capital Advisors, LLC | 713 | $342.0K | 0.12% | +80+12.6% | Added |
| Plancorp, LLC | 704 | $339.0K | 0.02% | −92−11.6% | Reduced |
| Contravisory Investment Management, Inc. | 704 | $339.0K | 0.10% | +23+3.4% | Added |
| Avestar Capital, LLC | 701 | $337.0K | 0.06% | +75+12.0% | Added |
| Oxbow Advisors, LLC | 697 | $335.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 696 | $335.0K | 0.03% | +16+2.4% | Added |
| Echo45 Advisors LLC | 695 | $334.0K | 0.26% | −210−23.2% | Reduced |
| Resources Management Corp | 695 | $334.0K | 0.05% | −130−15.8% | Reduced |
| Legacy Bridge, LLC | 695 | $334.0K | 0.20% | 00.0% | Unchanged |
| Riverview Trust Co | 695 | $334.0K | 0.25% | +162+30.4% | Added |
| Great Diamond Partners, LLC | 693 | $333.0K | 0.09% | −199−22.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 691 | $332.0K | 0.02% | −11−1.6% | Reduced |
| RMB Capital Management, LLC | 691 | $332.0K | 0.01% | +79+12.9% | Added |
| Cedar Brook Financial Partners, LLC | 688 | $331.0K | 0.09% | +14+2.1% | Added |
| Verity Asset Management, Inc. | 687 | $331.0K | 0.21% | +101+17.2% | Added |
| Advisors Capital Management, LLC | 689 | $331.0K | 0.01% | +149+27.6% | Added |
| Concorde Asset Management, LLC | 689 | $331.0K | 0.22% | +689 | New |
| Procyon Private Wealth Partners, LLC | 683 | $328.0K | 0.07% | −114−14.3% | Reduced |
| Financial Architects, Inc | 682 | $328.0K | 0.05% | +1+0.1% | Added |
| John G Ullman & Associates Inc | 675 | $325.0K | 0.05% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 675 | $325.0K | 0.02% | +39+6.1% | Added |
| Citizens National Bank Trust Department | 775 | $325.0K | 0.13% | +775 | New |
| St. Louis Trust Co | 674 | $324.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 667 | $321.0K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 715 | $320.0K | 0.05% | −76−9.6% | Reduced |
| Concentrum Wealth Management | 665 | $320.0K | 0.21% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 661 | $318.0K | 0.05% | −68−9.3% | Reduced |
| Sunflower Bank, N.A. | 660 | $317.0K | 0.04% | +142+27.4% | Added |
| Vigilare Wealth Management | 653 | $314.0K | 0.26% | −90−12.1% | Reduced |
| Legacy Wealth Management, LLC | 650 | $312.5K | 0.16% | 00.0% | Unchanged |
| First Affirmative Financial Network | 649 | $312.0K | 0.30% | −45−6.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 645 | $310.0K | 0.07% | −1,419−68.8% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $308.0K | 0.28% | +50+8.5% | Added |
| Synergy Financial Group, LTD | 638 | $307.0K | 0.32% | +3+0.5% | Added |
| Camden National Bank | 637 | $306.0K | 0.06% | +15+2.4% | Added |
| Arkadios Wealth Advisors | 632 | $304.0K | 0.04% | +181+40.1% | Added |
| Leavell Investment Management, Inc. | 630 | $303.0K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $303.0K | 0.05% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 630 | $303.0K | 0.20% | +143+29.4% | Added |
| B. Riley Wealth Management, Inc. | 631 | $303.0K | 0.02% | +246+63.9% | Added |
| Dakota Wealth Management | 630 | $302.0K | 0.02% | −3,983−86.3% | Reduced |
| Latitude Advisors, LLC | 624 | $300.0K | 0.07% | −14−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 620 | $299.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 621 | $299.0K | 0.02% | +121+24.2% | Added |
| MJP Associates Inc | 620 | $298.0K | 0.08% | −129−17.2% | Reduced |
| Commons Capital, LLC | 615 | $296.0K | 0.32% | +7+1.2% | Added |
| Palladium Partners LLC | 615 | $296.0K | 0.01% | +15+2.5% | Added |
| Altfest L J & Co Inc | 614 | $295.0K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 611 | $294.0K | 0.02% | 00.0% | Unchanged |
| Eagle Strategies LLC | 610 | $293.0K | 0.11% | −15−2.4% | Reduced |
| Emerald Advisers, LLC | 610 | $293.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 609 | $293.0K | 0.01% | +2+0.3% | Added |
| Circle Wealth Management, LLC | 607 | $292.0K | 0.04% | −85−12.3% | Reduced |
| Southern Capital Advisors, LLC | 607 | $292.0K | 0.20% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 605 | $291.0K | 0.07% | +25+4.3% | Added |
| Magellan Asset Management Ltd | 605 | $291.0K | 0.00% | +78+14.8% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 604 | $290.0K | 0.11% | −2,385−79.8% | Reduced |
| Wade Financial Advisory, Inc | 601 | $289.0K | 0.12% | −25−4.0% | Reduced |
| Westwood Management Corp | 600 | $289.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $289.0K | 0.09% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $289.0K | 0.07% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $289.0K | 0.25% | 00.0% | Unchanged |
| One Capital Management, LLC | 601 | $288.0K | 0.02% | −49−7.5% | Reduced |
| Ionic Capital Management LLC | 597 | $287.0K | 0.04% | +597 | New |
| Exane Derivatives | 595 | $286.1K | 0.08% | −285−32.4% | Reduced |
| M Holdings Securities, Inc. | 594 | $286.0K | 0.02% | +594 | New |
| Frontier Wealth Management LLC | 613 | $283.0K | 0.00% | −19−3.0% | Reduced |
| F/M Investments LLC | 585 | $281.0K | 0.23% | +585 | New |
| Maryland Capital Management | 583 | $280.0K | 0.02% | +28+5.0% | Added |
| Valtinson Bruner Financial Planning LLC | 600 | $279.0K | 0.16% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 579 | $278.0K | 0.31% | +579 | New |
| Cedar Mountain Advisors, LLC | 577 | $277.0K | 0.08% | +1+0.2% | Added |
| IHT Wealth Management, LLC | 564 | $271.0K | 0.02% | −39−6.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 500 | $270.0K | 0.18% | 00.0% | Unchanged |
| DF Dent & Co Inc | 561 | $270.0K | 0.00% | +176+45.7% | Added |
| West Coast Financial LLC | 559 | $269.0K | 0.04% | −314−36.0% | Reduced |
| Crestone Asset Management LLC | 559 | $269.0K | 0.06% | −4−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 558 | $269.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 555 | $267.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 554 | $266.0K | 0.20% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 550 | $264.0K | 0.14% | 00.0% | Unchanged |
| Corundum Group, Inc. | 544 | $262.0K | 0.24% | +151+38.4% | Added |
| CoreCap Advisors, LLC | 536 | $258.0K | 0.02% | −3,139−85.4% | Reduced |
| Merit Financial Group, LLC | 537 | $258.0K | 0.02% | +15+2.9% | Added |
| Intelligent Financial Strategies | 535 | $257.0K | 0.25% | −5−0.9% | Reduced |
| High Falls Advisors, Inc | 534 | $257.0K | 0.07% | +1+0.2% | Added |