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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 2,146 | $1.38M | 0.80% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,853 | $1.37M | 0.07% | −158−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,882 | $1.37M | 0.10% | +230+6.3% | Added |
| Schechter Investment Advisors, LLC | 2,852 | $1.37M | 0.13% | +96+3.5% | Added |
| Boit C F David | 2,850 | $1.37M | 0.90% | −250−8.1% | Reduced |
| Asset Dedication, LLC | 2,918 | $1.37M | 0.15% | +1,953+202.4% | Added |
| Dynamic Technology Lab Private Ltd | 2,805 | $1.35M | 0.16% | +1,989+243.8% | Added |
| Ropes Wealth Advisors LLC | 2,800 | $1.35M | 0.23% | −30−1.1% | Reduced |
| Trust Asset Management LLC | 2,772 | $1.33M | 0.16% | +159+6.1% | Added |
| OPSEU Pension Plan Trust Fund | 2,739 | $1.33M | 0.32% | +58+2.2% | Added |
| Abacus Planning Group, Inc. | 2,731 | $1.31M | 0.35% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 2,724 | $1.31M | 0.60% | −1,416−34.2% | Reduced |
| Fort, L.P. | 2,723 | $1.31M | 0.49% | −326−10.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.31M | 0.02% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 2,700 | $1.30M | 0.16% | +200+8.0% | Added |
| Perpetual Investment Management Ltd | 2,700 | $1.30M | 0.16% | +2,156+396.3% | Added |
| Coldstream Capital Management Inc | 2,696 | $1.30M | 0.04% | −511−15.9% | Reduced |
| Caxton Associates LP | 2,683 | $1.29M | 0.13% | +1,418+112.1% | Added |
| RB Capital Management, LLC | 2,671 | $1.28M | 0.42% | +226+9.2% | Added |
| Old Port Advisors | 2,634 | $1.27M | 0.43% | −18−0.7% | Reduced |
| Ninety One SA (PTY) Ltd | 2,639 | $1.27M | 0.35% | −922−25.9% | Reduced |
| Ulland Investment Advisors, LLC | 2,633 | $1.27M | 0.95% | +75+2.9% | Added |
| Weatherly Asset Management L. P. | 2,625 | $1.26M | 0.15% | −185−6.6% | Reduced |
| Segall Bryant & Hamill, LLC | 2,594 | $1.25M | 0.01% | −7−0.3% | Reduced |
| Venturi Wealth Management, LLC | 2,590 | $1.25M | 0.10% | +67+2.7% | Added |
| Moody Lynn & Lieberson, LLC | 2,579 | $1.24M | 0.09% | −9,366−78.4% | Reduced |
| Mather Group, LLC. | 2,553 | $1.23M | 0.02% | +744+41.1% | Added |
| Gateway Investment Advisers LLC | 2,536 | $1.22M | 0.01% | +797+45.8% | Added |
| Ativo Capital Management LLC | 2,525 | $1.21M | 0.62% | +2,525 | New |
| Founders Fund IV Management, LLC | 2,521 | $1.21M | 100.00% | +2,521 | New |
| Beacon Financial Advisory LLC | 2,487 | $1.20M | 0.57% | +2+0.1% | Added |
| Symmetry Partners, LLC | 2,476 | $1.19M | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,467 | $1.19M | 0.23% | +1,902+336.6% | Added |
| Peak Asset Management, LLC | 2,464 | $1.19M | 0.28% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,450 | $1.18M | 0.66% | +2,450 | New |
| Nicolet Bankshares Inc | 2,432 | $1.17M | 0.25% | −117−4.6% | Reduced |
| Hilltop Holdings Inc. | 2,421 | $1.16M | 0.13% | −9−0.4% | Reduced |
| Catalyst Private Wealth, LLC | 2,418 | $1.16M | 0.58% | +1,475+156.4% | Added |
| Fund Management at Engine No. 1 LLC | 2,397 | $1.15M | 0.29% | +2,397 | New |
| ICONIQ Capital, LLC | 2,384 | $1.15M | 0.01% | −9−0.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,359 | $1.13M | 1.13% | +65+2.8% | Added |
| Checchi Capital Advisers, LLC | 2,345 | $1.13M | 0.12% | +117+5.3% | Added |
| Sequoia Financial Advisors, LLC | 2,328 | $1.12M | 0.03% | +465+25.0% | Added |
| Virtu Financial LLC | 2,329 | $1.12M | 0.08% | +1,976+559.8% | Added |
| Credential Qtrade Securities Inc. | 2,328 | $1.12M | 0.07% | +618+36.1% | Added |
| Archford Capital Strategies, LLC | 2,256 | $1.12M | 0.25% | +150+7.1% | Added |
| Argent Trust Co | 2,324 | $1.12M | 0.07% | +18+0.8% | Added |
| Occudo Quantitative Strategies LP | 2,287 | $1.10M | 0.09% | +219+10.6% | Added |
| Blueshift Asset Management, LLC | 2,269 | $1.09M | 0.10% | −1,403−38.2% | Reduced |
| Sentry Investment Management LLC | 2,265 | $1.09M | 0.35% | +1,199+112.5% | Added |
| Marshall Financial Group LLC | 2,257 | $1.08M | 0.44% | −33−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 2,225 | $1.07M | 0.04% | +665+42.6% | Added |
| Axxcess Wealth Management, LLC | 2,223 | $1.07M | 0.09% | +204+10.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,220 | $1.07M | 0.23% | −32−1.4% | Reduced |
| Quadrant Capital Group LLC | 2,195 | $1.05M | 0.13% | −41−1.8% | Reduced |
| Krilogy Financial LLC | 2,184 | $1.05M | 0.11% | −1,033−32.1% | Reduced |
| BSW Wealth Partners | 2,184 | $1.05M | 0.27% | +240+12.3% | Added |
| Strategy Asset Managers LLC | 2,178 | $1.05M | 0.23% | +96+4.6% | Added |
| Miracle Mile Advisors, LLC | 2,159 | $1.04M | 0.04% | +502+30.3% | Added |
| Heartland Bank & Trust Co | 2,156 | $1.04M | 0.79% | −901−29.5% | Reduced |
| Waycross Partners, LLC | 2,150 | $1.03M | 0.60% | +150+7.5% | Added |
| Garner Asset Management Corp | 2,148 | $1.03M | 0.42% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,138 | $1.03M | 0.07% | +133+6.6% | Added |
| American Portfolios Advisors | 2,136 | $1.03M | 0.04% | −2,083−49.4% | Reduced |
| Jag Capital Management, LLC | 2,665 | $1.02M | 0.10% | −735−21.6% | Reduced |
| Next Century Growth Investors LLC | 2,124 | $1.02M | 0.10% | −10.0% | Reduced |
| Money Concepts Capital Corp | 2,106 | $1.01M | 0.06% | +76+3.7% | Added |
| Lifeworks Advisors, LLC | 2,096 | $1.01M | 0.67% | +1,135+118.1% | Added |
| Pinnbrook Capital Management LP | 2,077 | $999.0K | 1.70% | −4,174−66.8% | Reduced |
| Anchor Investment Management, LLC | 2,063 | $992.0K | 0.13% | +132+6.8% | Added |
| Benjamin Edwards Inc | 2,052 | $987.0K | 0.29% | +254+14.1% | Added |
| Cadence Bank NA | 2,037 | $980.0K | 0.27% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,010 | $966.0K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $962.0K | 0.03% | −202−9.2% | Reduced |
| SRN Advisors, LLC | 1,988 | $955.9K | 0.42% | −30−1.5% | Reduced |
| Fulcrum Asset Management LLP | – | $953.0K | 0.28% | – | New |
| Sunbelt Securities, Inc. | 2,007 | $947.0K | 0.17% | −159−7.3% | Reduced |
| Caxton Corp | 1,965 | $945.0K | 1.17% | −24−1.2% | Reduced |
| Boston Family Office LLC | 1,964 | $944.0K | 0.07% | −40−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,962 | $943.0K | 0.17% | −140−6.7% | Reduced |
| Plimoth Trust Co LLC | 1,957 | $941.0K | 0.25% | −13−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,951 | $938.0K | 0.04% | −126−6.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,951 | $938.0K | 0.44% | −56−2.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,944 | $935.0K | 0.79% | +13+0.7% | Added |
| NVWM, LLC | 1,940 | $933.0K | 0.30% | −2,581−57.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,978 | $933.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,939 | $932.0K | 0.07% | +497+34.5% | Added |
| McRae Capital Management Inc | 1,934 | $930.0K | 0.21% | −57−2.9% | Reduced |
| Lincoln National Corp | 1,934 | $930.0K | 0.02% | +167+9.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,926 | $926.0K | 0.25% | +1,926 | New |
| Evanson Asset Management, LLC | 1,913 | $920.0K | 0.09% | +8+0.4% | Added |
| Barr E S & Co | 1,909 | $918.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,900 | $914.0K | 0.08% | +634+50.1% | Added |
| Sofos Investments, Inc. | 4,458 | $911.0K | 0.08% | −2,107−32.1% | Reduced |
| Connolly Sarah T. | 1,895 | $911.0K | 0.53% | 00.0% | Unchanged |
| BFSG, LLC | 1,895 | $911.0K | 0.14% | +1,895 | New |
| Stansberry Asset Management, LLC | 1,893 | $910.0K | 0.16% | +1,176+164.0% | Added |
| Sargent Investment Group, LLC | 1,880 | $904.0K | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,903 | $901.0K | 0.02% | −240−11.2% | Reduced |
| Wade G W & Inc | 1,871 | $900.0K | 0.04% | −116−5.8% | Reduced |