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 |
|---|---|---|---|---|---|
| Tran Capital Management, L.P. | 12,121 | $5.83M | 0.51% | −25,172−67.5% | Reduced |
| JustInvest LLC | 11,989 | $5.76M | 0.28% | +2,913+32.1% | Added |
| Resonate Capital, LLC | 11,968 | $5.75M | 5.12% | +1,136+10.5% | Added |
| Gotham Asset Management, LLC | 11,947 | $5.75M | 0.18% | +2,628+28.2% | Added |
| American National Bank | 11,942 | $5.74M | 1.14% | +1,460+13.9% | Added |
| Ethic Inc. | 11,844 | $5.70M | 0.39% | +752+6.8% | Added |
| AXS Investments LLC | 11,831 | $5.69M | 2.27% | −2,035−14.7% | Reduced |
| IndexIQ Advisors LLC | 11,802 | $5.67M | 0.20% | −411−3.4% | Reduced |
| Trust Co of Virginia | 11,618 | $5.59M | 0.60% | −292−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,352 | $5.46M | 0.08% | +742+7.0% | Added |
| Mercer Global Advisors Inc | 11,319 | $5.44M | 0.03% | −787−6.5% | Reduced |
| BTC Capital Management, Inc. | 11,320 | $5.44M | 0.54% | +459+4.2% | Added |
| AE Wealth Management LLC | 11,296 | $5.43M | 0.04% | +1,047+10.2% | Added |
| Oppenheimer & Co Inc | 11,237 | $5.40M | 0.10% | −588−5.0% | Reduced |
| HM Payson & Co | 11,158 | $5.37M | 0.12% | −7−0.1% | Reduced |
| Freemont Management S.A. | 11,100 | $5.34M | 0.81% | −5,000−31.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 10,967 | $5.27M | 0.23% | −6,865−38.5% | Reduced |
| Quent Capital, LLC | 10,965 | $5.27M | 0.98% | −3,632−24.9% | Reduced |
| Aptus Capital Advisors, LLC | 10,953 | $5.27M | 0.16% | +3,385+44.7% | Added |
| National Bank of Canada | 10,873 | $5.23M | 0.02% | +7,546+226.8% | Added |
| Reliant Investment Management, LLC | 10,736 | $5.16M | 2.65% | +711+7.1% | Added |
| Twin Tree Management, LP | 10,699 | $5.14M | 0.10% | −16,574−60.8% | Reduced |
| Settian Capital LP | 10,650 | $5.12M | 4.94% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,580 | $5.09M | 0.20% | +262+2.5% | Added |
| Redmond Asset Management, LLC | 10,558 | $5.08M | 1.51% | +30.0% | Added |
| Sycomore Asset Management | 10,460 | $5.08M | 0.88% | +1,460+16.2% | Added |
| Jacobs & Co | 10,286 | $4.95M | 0.55% | −15−0.1% | Reduced |
| Kenfarb & Co. | 10,277 | $4.94M | 3.91% | −249−2.4% | Reduced |
| Covenant Asset Management, LLC | 10,199 | $4.90M | 1.48% | +48+0.5% | Added |
| FourThought Financial, LLC | 10,132 | $4.88M | 0.62% | −1,637−13.9% | Reduced |
| Quadrature Capital Ltd | 10,072 | $4.84M | 0.19% | +10,072 | New |
| Godshalk Welsh Capital Management, Inc. | 10,065 | $4.84M | 2.97% | −130−1.3% | Reduced |
| Meristem Family Wealth, LLC | 10,048 | $4.83M | 0.52% | −3,854−27.7% | Reduced |
| M. Kulyk & Associates, LLC | 10,013 | $4.82M | 1.31% | −465−4.4% | Reduced |
| Chicago Capital, LLC | 9,965 | $4.79M | 0.21% | −514−4.9% | Reduced |
| Credit Agricole S A | 9,878 | $4.75M | 0.15% | −1,862−15.9% | Reduced |
| Advisor Partners LLC | 9,853 | $4.74M | 0.30% | +628+6.8% | Added |
| Ameritas Investment Partners, Inc. | 9,824 | $4.72M | 0.17% | −81−0.8% | Reduced |
| First Hawaiian Bank | 9,763 | $4.70M | 0.15% | +1,002+11.4% | Added |
| HYA Advisors, Inc | 9,687 | $4.66M | 1.61% | +59+0.6% | Added |
| Wolverine Trading, LLC | 9,865 | $4.66M | 0.14% | −10,403−51.3% | Reduced |
| Regentatlantic Capital LLC | 9,682 | $4.66M | 0.13% | +610+6.7% | Added |
| Fiera Capital Corp | 9,665 | $4.65M | 0.01% | −735−7.1% | Reduced |
| Edgestream Partners, L.P. | 9,655 | $4.64M | 0.37% | +9,241+2,232.1% | Added |
| Raymond James Trust N.A. | 9,618 | $4.63M | 0.14% | +253+2.7% | Added |
| Greenleaf Trust | 9,555 | $4.59M | 0.05% | −143−1.5% | Reduced |
| Corient Capital Partners, LLC | 9,429 | $4.53M | 0.30% | +1,215+14.8% | Added |
| Kinneret Advisory, LLC | 9,351 | $4.50M | 0.49% | +209+2.3% | Added |
| Mastrapasqua Asset Management Inc | 9,313 | $4.48M | 0.50% | −301−3.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,282 | $4.46M | 0.65% | +520+5.9% | Added |
| Biltmore Family Office, LLC | 9,235 | $4.44M | 0.95% | −4,810−34.2% | Reduced |
| Independent Advisor Alliance | 9,218 | $4.43M | 0.21% | +493+5.7% | Added |
| Rheos Capital Works Inc. | 9,100 | $4.38M | 0.21% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 9,003 | $4.33M | 0.31% | +2,839+46.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $4.33M | 1.95% | +500+5.9% | Added |
| Bouvel Investment Partners, LLC | 8,963 | $4.31M | 2.63% | +324+3.8% | Added |
| Harbour Capital Advisors, LLC | 8,944 | $4.30M | 1.18% | −63−0.7% | Reduced |
| Allstate Corp | 8,773 | $4.22M | 0.11% | −11,392−56.5% | Reduced |
| NatWest Group plc | 8,772 | $4.22M | 2.03% | −1,953−18.2% | Reduced |
| Parsons Capital Management Inc | 8,755 | $4.21M | 0.32% | −273−3.0% | Reduced |
| Wetherby Asset Management Inc | 8,738 | $4.20M | 0.24% | −364−4.0% | Reduced |
| Alcosta Capital Management, Inc. | 8,671 | $4.17M | 3.00% | −169−1.9% | Reduced |
| AlphaStar Capital Management, LLC | 8,659 | $4.16M | 0.34% | −1,256−12.7% | Reduced |
| National Asset Management, Inc. | 8,457 | $4.07M | 0.13% | −799−8.6% | Reduced |
| Sumitomo Life Insurance Co | 8,430 | $4.05M | 0.10% | −131−1.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,405 | $4.04M | 0.27% | −343−3.9% | Reduced |
| Fortis Capital Management LLC | 8,400 | $4.04M | 2.09% | +8,400 | New |
| Swarthmore Group Inc | 8,373 | $4.03M | 1.03% | +8,373 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,358 | $4.02M | 0.36% | +676+8.8% | Added |
| Legal Advantage Investments, Inc. | 8,287 | $3.98M | 3.00% | +400+5.1% | Added |
| HST Ventures, LLC | 8,250 | $3.97M | 3.22% | +8,250 | New |
| Conway Capital Management, Inc. | 8,220 | $3.95M | 2.53% | −538−6.1% | Reduced |
| Iyo Bank, Ltd. | 8,183 | $3.94M | 1.16% | +2,100+34.5% | Added |
| Bridgeway Capital Management, LLC | 8,130 | $3.91M | 0.08% | +160+2.0% | Added |
| Susquehanna Fundamental Investments, LLC | 8,075 | $3.88M | 0.08% | −27,045−77.0% | Reduced |
| Gladstone Institutional Advisory LLC | 8,016 | $3.85M | 0.26% | +1,529+23.6% | Added |
| Watchman Group, Inc. | 7,997 | $3.85M | 2.28% | −223−2.7% | Reduced |
| Morgan Jess S & Co Inc | 7,948 | $3.82M | 2.78% | −179−2.2% | Reduced |
| City Holding Co | 7,939 | $3.82M | 0.62% | +203+2.6% | Added |
| Ossiam | 7,932 | $3.81M | 0.10% | +5,597+239.7% | Added |
| Leonteq Securities AG | 7,927 | $3.81M | 0.17% | +6,743+569.5% | Added |
| Kingfisher Capital LLC | 7,790 | $3.75M | 0.97% | +117+1.5% | Added |
| Papp L Roy & Associates | 7,787 | $3.74M | 0.47% | +185+2.4% | Added |
| Bamco Inc | 7,753 | $3.73M | 0.01% | −1,020−11.6% | Reduced |
| Monograph Wealth Advisors, LLC | 7,651 | $3.68M | 0.93% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,636 | $3.67M | 0.08% | +528+7.4% | Added |
| Massmutual Trust Co FSB | 7,625 | $3.67M | 0.14% | +7,307+2,297.8% | Added |
| Ocean Capital Management, LLC | 7,505 | $3.66M | 1.48% | −10−0.1% | Reduced |
| Emerson Point Capital LP | 7,605 | $3.66M | 0.72% | −949−11.1% | Reduced |
| Virtue Capital Management, LLC | 7,603 | $3.66M | 0.58% | −853−10.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,604 | $3.65M | 0.01% | −6,248−45.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,547 | $3.63M | 0.06% | −504−6.3% | Reduced |
| Bank of Hawaii | 7,489 | $3.60M | 0.20% | +1,445+23.9% | Added |
| Power Corp of Canada | 7,436 | $3.58M | 0.30% | +7,436 | New |
| Premier Fund Managers Ltd | 7,481 | $3.53M | 0.12% | +479+6.8% | Added |
| Parallel Advisors, LLC | 7,404 | $3.49M | 0.14% | −607−7.6% | Reduced |
| Millennium Management LLC | 7,205 | $3.46M | 0.00% | −70,588−90.7% | Reduced |
| Sargent Bickham Lagudis LLC | 7,159 | $3.44M | 0.27% | +604+9.2% | Added |
| Brookfield Asset Management Inc. | 7,156 | $3.44M | 0.01% | +7,156 | New |
| Assenagon Asset Management S.A. | 7,053 | $3.39M | 0.01% | +933+15.2% | Added |