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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 532 | $256.0K | 0.26% | −440−45.3% | Reduced |
| IMPACTfolio, LLC | 532 | $256.0K | 0.19% | +63+13.4% | Added |
| Apeiron RIA LLC | 516 | $256.0K | 0.12% | +140+37.2% | Added |
| Ameritas Advisory Services, LLC | 527 | $254.0K | 0.01% | +8+1.5% | Added |
| Lakeview Capital Partners, LLC | 526 | $253.0K | 0.13% | −5−0.9% | Reduced |
| PDS Planning, Inc | 526 | $253.0K | 0.04% | +12+2.3% | Added |
| Ssi Investment Management LLC | 518 | $248.0K | 0.01% | −5−1.0% | Reduced |
| Financial Advisors Network, Inc. | 511 | $246.0K | 0.06% | −12−2.3% | Reduced |
| Cooper Financial Group | 511 | $246.0K | 0.09% | +24+4.9% | Added |
| Covestor Ltd | 508 | $245.0K | 0.17% | +56+12.4% | Added |
| Altrafin AG | 500 | $240.4K | 0.09% | 00.0% | Unchanged |
| Howe & Rusling Inc | 500 | $240.0K | 0.03% | −10−2.0% | Reduced |
| Reinhart Partners, Inc. | 500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 500 | $240.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 500 | $240.0K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 500 | $240.0K | 0.09% | +500 | New |
| Sandhill Capital Partners LLC | 497 | $239.0K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 498 | $239.0K | 0.11% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 496 | $238.0K | 0.01% | +56+12.7% | Added |
| Grimes & Company, Inc. | 494 | $237.0K | 0.01% | −44−8.2% | Reduced |
| Associated Banc-Corp | 493 | $237.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 493 | $237.0K | 0.09% | +129+35.4% | Added |
| Syntax Advisors, LLC | 493 | $237.0K | 0.20% | +129+35.4% | Added |
| DT Investment Partners, LLC | 492 | $237.0K | 0.03% | +492 | New |
| Ironwood Investment Counsel, LLC | 490 | $235.0K | 0.06% | +100+25.6% | Added |
| Carmel Capital Partners, LLC | 487 | $234.0K | 0.20% | 00.0% | Unchanged |
| McLean Asset Management Corp | 485 | $233.0K | 0.17% | +11+2.3% | Added |
| Stevens Capital Management LP | 483 | $232.0K | 0.05% | −1,562−76.4% | Reduced |
| Clear Harbor Asset Management, LLC | 483 | $232.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 475 | $228.4K | 0.02% | +2+0.4% | Added |
| Capitolis Advisors LLC | 474 | $228.0K | 0.01% | −145,391−99.7% | Reduced |
| State of Wyoming | 475 | $228.0K | 0.11% | −177−27.1% | Reduced |
| Independent Wealth Network Inc. | 475 | $228.0K | 0.14% | −19−3.8% | Reduced |
| Convergence Investment Partners, LLC | 470 | $226.0K | 0.12% | −121−20.5% | Reduced |
| Retirement Capital Strategies | 489 | $226.0K | 0.09% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 469 | $226.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 466 | $225.0K | 0.06% | −1,627−77.7% | Reduced |
| Legacy Financial Advisors, Inc. | 466 | $224.0K | 0.05% | −85−15.4% | Reduced |
| Ausdal Financial Partners, Inc. | 465 | $224.0K | 0.03% | −52−10.1% | Reduced |
| Sandy Spring Bank | 466 | $224.0K | 0.01% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 464 | $223.0K | 0.11% | 00.0% | Unchanged |
| 360 Financial, Inc. | 437 | $221.0K | 0.11% | +2+0.5% | Added |
| Bigelow Investment Advisors, LLC | 460 | $221.0K | 0.10% | +98+27.1% | Added |
| Angeles Wealth Management, LLC | 460 | $221.0K | 0.04% | +460 | New |
| Rehmann Capital Advisory Group | 458 | $220.2K | 0.02% | +5+1.1% | Added |
| First Heartland Consultants, Inc. | 458 | $220.0K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 457 | $220.0K | 0.06% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 455 | $219.0K | 0.07% | +15+3.4% | Added |
| L2 Asset Management, LLC | 454 | $218.0K | 0.14% | +73+19.2% | Added |
| McClarren Financial Advisors, Inc. | 450 | $216.0K | 0.16% | 00.0% | Unchanged |
| Renasant Bank | 443 | $213.0K | 0.14% | −816−64.8% | Reduced |
| Fundamentun, LLC | 442 | $213.0K | 0.04% | −62−12.3% | Reduced |
| Rosenberg Matthew Hamilton | 442 | $213.0K | 0.07% | −31−6.6% | Reduced |
| GoalVest Advisory LLC | 441 | $212.0K | 0.12% | +441 | New |
| Yorktown Management & Research Co Inc | 439 | $211.0K | 0.18% | −221−33.5% | Reduced |
| CV Advisors LLC | 439 | $211.0K | 0.15% | −165−27.3% | Reduced |
| Main Street Research LLC | 438 | $211.0K | 0.02% | −162−27.0% | Reduced |
| MUFG Americas Holdings Corp | 439 | $211.0K | 0.00% | +39+9.8% | Added |
| Trevian Wealth Management LLC | 438 | $210.0K | 0.20% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 437 | $210.0K | 0.00% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 435 | $209.0K | 0.09% | 00.0% | Unchanged |
| NinePointTwo Capital | 434 | $208.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 429 | $206.3K | 0.02% | −52−10.8% | Reduced |
| Signet Financial Management, LLC | 425 | $204.0K | 0.03% | +1+0.2% | Added |
| Providence First Trust Co | 423 | $203.0K | 0.10% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,000 | $203.0K | 0.14% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 420 | $202.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 412 | $198.1K | 0.02% | −67−14.0% | Reduced |
| Fortis Advisors, LLC | 400 | $192.0K | 0.11% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 399 | $192.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 396 | $190.0K | 0.05% | +30+8.2% | Added |
| Johnson Financial Group, Inc. | 386 | $186.0K | 0.01% | −17−4.2% | Reduced |
| Lindbrook Capital, LLC | 382 | $184.0K | 0.03% | −6−1.5% | Reduced |
| Centaurus Financial, Inc. | 382 | $184.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 378 | $182.0K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 375 | $180.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 362 | $174.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 351 | $169.0K | 0.05% | +6+1.7% | Added |
| Sage Private Wealth Group, LLC | 352 | $169.0K | 0.16% | +39+12.5% | Added |
| Harbor Capital Advisors, Inc. | 332 | $160.0K | 0.08% | +332 | New |
| KB Financial Partners, LLC | 315 | $151.0K | 0.04% | +86+37.6% | Added |
| Global Retirement Partners, LLC | 409 | $147.0K | 0.01% | +409 | New |
| Freedman Financial Associates, Inc. | 287 | $145.0K | 0.10% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $139.0K | 0.06% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 182 | $138.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 285 | $137.0K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 279 | $134.0K | 0.00% | −2,535−90.1% | Reduced |
| Hillsdale Investment Management Inc. | 271 | $130.0K | 0.01% | +45+19.9% | Added |
| Heritage Wealth Advisors | 268 | $129.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 267 | $128.0K | 0.02% | −8−2.9% | Reduced |
| Atticus Wealth Management, LLC | 262 | $126.0K | 0.05% | −10−3.7% | Reduced |
| Sandy Cove Advisors, LLC | 259 | $125.0K | 0.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 259 | $125.0K | 0.00% | +6+2.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 240 | $115.0K | 0.00% | −3,045−92.7% | Reduced |
| Hexagon Capital Partners LLC | 232 | $112.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 222 | $107.0K | 0.02% | +43+24.0% | Added |
| Sutton Wealth Advisors Inc. | 208 | $100.0K | 0.03% | +16+8.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 205 | $99.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 205 | $99.0K | 0.08% | 00.0% | Unchanged |