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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 4,323 | $2.08M | 0.22% | −22−0.5% | Reduced |
| Vestcor Inc | 4,256 | $2.05M | 0.07% | −1,409−24.9% | Reduced |
| IBM Retirement Fund | 4,237 | $2.04M | 0.29% | −155−3.5% | Reduced |
| Boston Financial Mangement LLC | 4,228 | $2.03M | 0.08% | +267+6.7% | Added |
| Park Avenue Securities LLC | 4,218 | $2.03M | 0.04% | +565+15.5% | Added |
| Security Asset Management | 4,211 | $2.02M | 0.87% | +4,211 | New |
| Wealthsource Partners, LLC | 4,197 | $2.02M | 0.14% | −8−0.2% | Reduced |
| Avalon Investment & Advisory | 4,140 | $1.99M | 0.05% | +1,402+51.2% | Added |
| Signaturefd, LLC | 4,135 | $1.99M | 0.06% | +190+4.8% | Added |
| Unigestion Holding SA | 4,181 | $1.97M | 0.08% | −81−1.9% | Reduced |
| Duality Advisers, LP | 4,057 | $1.95M | 0.21% | +2,995+282.0% | Added |
| Brasada Capital Management, LP | 4,047 | $1.95M | 0.37% | +78+2.0% | Added |
| Dynamic Advisor Solutions LLC | 4,033 | $1.94M | 0.14% | +53+1.3% | Added |
| JB Capital LLC | 4,018 | $1.93M | 0.19% | +227+6.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.92M | 0.52% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,993 | $1.92M | 0.18% | +3,993 | New |
| Stiles Financial Services Inc | 3,977 | $1.92M | 0.96% | +233+6.2% | Added |
| Kempen Capital Management N.V. | 3,953 | $1.90M | 0.06% | +575+17.0% | Added |
| MV Capital Management, Inc. | 3,951 | $1.90M | 0.29% | +36+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 3,939 | $1.89M | 0.04% | −80−2.0% | Reduced |
| Centiva Capital, LP | 3,909 | $1.88M | 0.11% | +3,909 | New |
| Harfst & Associates, Inc. | 3,899 | $1.87M | 0.44% | +511+15.1% | Added |
| Quantitative Investment Management, LLC | 3,850 | $1.85M | 0.20% | +3,850 | New |
| Change Path, LLC | 3,844 | $1.85M | 0.10% | +297+8.4% | Added |
| Brown Brothers Harriman & Co | 3,841 | $1.85M | 0.01% | −40−1.0% | Reduced |
| Stonnington Group, LLC | 3,900 | $1.85M | 0.44% | −1,725−30.7% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $1.84M | 0.46% | −10−0.3% | Reduced |
| First Bank & Trust | 3,799 | $1.83M | 0.56% | +342+9.9% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,782 | $1.82M | 0.01% | −48,408−92.8% | Reduced |
| Chesley Taft & Associates LLC | 3,925 | $1.81M | 0.11% | −200−4.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 3,754 | $1.80M | 0.19% | +212+6.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,748 | $1.80M | 0.20% | +1,386+58.7% | Added |
| Minot Wealth Management LLC | 3,720 | $1.79M | 0.39% | −1,960−34.5% | Reduced |
| Algert Global LLC | 3,721 | $1.79M | 0.12% | +641+20.8% | Added |
| FDx Advisors, Inc. | 3,716 | $1.79M | 0.06% | −2,293−38.2% | Reduced |
| Willow Creek Wealth Management Inc. | 3,695 | $1.78M | 0.36% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,694 | $1.78M | 0.21% | +80+2.2% | Added |
| First Personal Financial Services | 3,672 | $1.77M | 0.41% | +3,307+906.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,667 | $1.76M | 0.46% | −119−3.1% | Reduced |
| Albion Financial Group | 3,665 | $1.76M | 0.15% | +55+1.5% | Added |
| WT Wealth Management | 3,663 | $1.76M | 0.68% | +461+14.4% | Added |
| Sompo Asset Management Co., Ltd. | 3,660 | $1.76M | 0.38% | +500+15.8% | Added |
| Fairfield, Bush & Co. | 3,648 | $1.75M | 0.88% | +1,035+39.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,564 | $1.74M | 0.13% | +3,564 | New |
| Vident Investment Advisory, LLC | 3,606 | $1.73M | 0.05% | −2,967−45.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.73M | 0.19% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 3,597 | $1.73M | 0.45% | −179−4.7% | Reduced |
| Diversified Trust Co | 3,593 | $1.73M | 0.06% | +352+10.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,578 | $1.72M | 0.15% | +338+10.4% | Added |
| NewEdge Wealth, LLC | 3,569 | $1.72M | 0.08% | +556+18.5% | Added |
| CX Institutional | 3,568 | $1.72M | 0.14% | +2,771+347.7% | Added |
| Altium Wealth Management LLC | 3,562 | $1.71M | 0.11% | +1,303+57.7% | Added |
| Horizon Investments, LLC | 3,543 | $1.70M | 0.05% | −288−7.5% | Reduced |
| Donoghue Forlines LLC | 3,502 | $1.68M | 0.36% | −1,559−30.8% | Reduced |
| TrimTabs Asset Management, LLC | 3,502 | $1.68M | 0.56% | +1,489+74.0% | Added |
| Compagnie Lombard Odier SCmA | 3,480 | $1.67M | 0.04% | +500+16.8% | Added |
| Quantbot Technologies LP | 3,476 | $1.67M | 0.15% | +3,476 | New |
| Ashton Thomas Private Wealth, LLC | 3,462 | $1.66M | 0.15% | −46−1.3% | Reduced |
| Evergreen Capital Management LLC | 3,460 | $1.66M | 0.07% | +73+2.2% | Added |
| EP Wealth Advisors, LLC | 3,450 | $1.66M | 0.04% | +404+13.3% | Added |
| Cape Cod Five Cents Savings Bank | 3,426 | $1.65M | 0.17% | −439−11.4% | Reduced |
| Duncker Streett & Co Inc | 3,414 | $1.64M | 0.33% | −3−0.1% | Reduced |
| Eads & Heald Wealth Management | 3,402 | $1.64M | 0.76% | −12−0.4% | Reduced |
| Roberts Glore & Co Inc | 3,364 | $1.62M | 0.47% | −30−0.9% | Reduced |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.61M | 1.67% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,349 | $1.61M | 0.45% | +3,349 | New |
| Ellis Investment Partners, LLC | 3,308 | $1.59M | 0.37% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,286 | $1.58M | 0.11% | +1,009+44.3% | Added |
| Advisor OS, LLC | 3,232 | $1.55M | 0.45% | −1,467−31.2% | Reduced |
| Cetera Investment Advisers | 3,227 | $1.55M | 0.02% | +249+8.4% | Added |
| Desjardins Global Asset Management Inc. | 3,225 | $1.55M | 0.13% | +14+0.4% | Added |
| Boulder Hill Capital Management LP | 3,200 | $1.54M | 0.83% | +3,200 | New |
| Dohj, LLC | 3,180 | $1.53M | 0.74% | +630+24.7% | Added |
| Meiji Yasuda Life Insurance Co | 3,177 | $1.53M | 0.03% | −226−6.6% | Reduced |
| REDW Wealth LLC | 3,168 | $1.52M | 0.45% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,164 | $1.52M | 0.07% | +15+0.5% | Added |
| Pegasus Partners Ltd. | 3,153 | $1.52M | 0.27% | −41−1.3% | Reduced |
| Old National Bancorp | 3,146 | $1.51M | 0.06% | −1,504−32.3% | Reduced |
| Gofen & Glossberg LLC | 3,139 | $1.51M | 0.03% | −468−13.0% | Reduced |
| Kestra Private Wealth Services, LLC | 3,113 | $1.50M | 0.07% | −1,008−24.5% | Reduced |
| 1832 Asset Management L.P. | 3,120 | $1.49M | 0.00% | −207,732−98.5% | Reduced |
| Symphony Financial, Ltd. Co. | 3,028 | $1.48M | 0.35% | +674+28.6% | Added |
| Knowledge Leaders Capital, LLC | 3,069 | $1.48M | 1.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,063 | $1.47M | 0.02% | +10.0% | Added |
| Vista Wealth Management Group, LLC | 3,060 | $1.47M | 0.22% | −11−0.4% | Reduced |
| Scharf Investments, LLC | 3,044 | $1.46M | 0.04% | +187+6.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,045 | $1.46M | 0.12% | +292+10.6% | Added |
| Elmwood Wealth Management, Inc. | 3,024 | $1.45M | 0.75% | +30+1.0% | Added |
| Capricorn Fund Managers Ltd | 3,022 | $1.45M | 0.35% | 00.0% | Unchanged |
| Stephens Inc | 3,016 | $1.45M | 0.02% | −319−9.6% | Reduced |
| IFP Advisors, Inc | 17,156 | $1.43M | 0.02% | +8,379+95.5% | Added |
| Elevated Capital Advisors, LLC | 2,972 | $1.43M | 0.47% | +2,972 | New |
| Federation des caisses Desjardins du Quebec | 2,971 | $1.43M | 0.01% | −115−3.7% | Reduced |
| Cutler Group LP | 2,936 | $1.41M | 0.13% | +1,370+87.5% | Added |
| Independent Solutions Wealth Management, LLC | 2,933 | $1.41M | 0.36% | −297−9.2% | Reduced |
| Capital Investment Advisors, LLC | 2,930 | $1.41M | 0.04% | −61−2.0% | Reduced |
| Crestline Management, LP | 2,930 | $1.41M | 0.18% | +2,930 | New |
| Sheaff Brock Investment Advisors, LLC | 2,914 | $1.40M | 0.12% | −55−1.9% | Reduced |
| Cannell Peter B & Co Inc | 2,892 | $1.39M | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,876 | $1.38M | 0.04% | +730+34.0% | Added |