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, Q2 2022
Institutional positions in Intuit Inc. as of Jun 30, 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
- 1,501
- −35 vs. Q1 2022
- Shares held
- 235.4M
- +1.39M (+0.6%) vs. Q1 2022
- Total value
- $90.7B
- −$21.7B (−19.3%) vs. Q1 2022
- New holders
- 129
- 601 more added
- Sold out
- 164
- 550 more reduced
20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 20,856 | $8.04M | 1.17% | +20,856 | New |
| Tocqueville Asset Management L.P. | 20,910 | $8.06M | 0.15% | −355−1.7% | Reduced |
| Kentucky Retirement Systems | 20,990 | $8.09M | 0.34% | +2,941+16.3% | Added |
| Cornerstone Advisors, LLC | 21,000 | $8.09M | 0.42% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 21,056 | $8.12M | 0.14% | +509+2.5% | Added |
| Twin Tree Management, LP | 21,094 | $8.13M | 0.15% | +10,395+97.2% | Added |
| Los Angeles Capital Management LLC | 21,175 | $8.16M | 0.04% | +8,903+72.5% | Added |
| Elo Mutual Pension Insurance Co | 21,204 | $8.17M | 0.28% | +47+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,228 | $8.18M | 0.41% | +21,228 | New |
| Maryland State Retirement & Pension System | 21,234 | $8.18M | 0.26% | +684+3.3% | Added |
| Acadian Asset Management LLC | 21,445 | $8.27M | 0.04% | −119,905−84.8% | Reduced |
| Bartlett & Co. LLC | 21,579 | $8.32M | 0.17% | +20,447+1,806.3% | Added |
| Bartlett & Co. Wealth Management LLC | 21,579 | $8.32M | 0.17% | +20,447+1,806.3% | Added |
| Prana Capital Management, LP | 21,640 | $8.34M | 0.63% | −11,937−35.6% | Reduced |
| Cerity Partners LLC | 21,652 | $8.35M | 0.10% | +1,551+7.7% | Added |
| Anderson Hoagland & Co | 20,440 | $8.40M | 1.26% | +148+0.7% | Added |
| Arcadia Investment Management Corp | 21,797 | $8.40M | 1.87% | −225−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 22,487 | $8.67M | 0.49% | +1,250+5.9% | Added |
| Janney Montgomery Scott LLC | 22,552 | $8.71M | 0.04% | +22,552 | New |
| Northstar Asset Management Inc | 23,139 | $8.92M | 2.93% | +927+4.2% | Added |
| Liberty Capital Management, Inc. | 23,142 | $8.92M | 3.17% | −637−2.7% | Reduced |
| Autus Asset Management, LLC | 23,160 | $8.93M | 1.59% | −517−2.2% | Reduced |
| Ergoteles LLC | 23,344 | $9.00M | 0.27% | +23,344 | New |
| Assetmark, Inc | 23,704 | $9.14M | 0.04% | +5,195+28.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 23,869 | $9.20M | 1.07% | −810−3.3% | Reduced |
| Securian Asset Management, Inc | 23,946 | $9.23M | 0.22% | −200−0.8% | Reduced |
| HFR Wealth Management, LLC | 24,067 | $9.28M | 2.80% | +225+0.9% | Added |
| MML Investors Services, LLC | 24,086 | $9.28M | 0.07% | +3,476+16.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,117 | $9.30M | 0.02% | −4,754−16.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 24,155 | $9.31M | 0.79% | +24,155 | New |
| Patten & Patten Inc | 24,165 | $9.31M | 0.82% | −905−3.6% | Reduced |
| Sora Investors LLC | 24,203 | $9.33M | 4.48% | +18,336+312.5% | Added |
| Congress Wealth Management LLC | 24,389 | $9.40M | 0.24% | −91−0.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 24,430 | $9.42M | 0.61% | +4,890+25.0% | Added |
| Ossiam | 24,453 | $9.43M | 0.28% | +16,521+208.3% | Added |
| NFJ Investment Group, LLC | 24,605 | $9.48M | 0.23% | 00.0% | Unchanged |
| Norinchukin Bank, The | 24,726 | $9.53M | 0.19% | −4,757−16.1% | Reduced |
| Alley Investment Management Company, LLC | 24,851 | $9.58M | 1.81% | +89+0.4% | Added |
| Industrial Alliance Investment Management Inc. | 24,880 | $9.59M | 0.27% | +188+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,000 | $9.64M | 0.15% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 25,289 | $9.75M | 1.24% | +1,809+7.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 26,061 | $10.0M | 0.29% | −395−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 26,135 | $10.1M | 1.06% | −315−1.2% | Reduced |
| Bryn Mawr Trust Co | 26,184 | $10.1M | 0.46% | −3,128−10.7% | Reduced |
| Shelton Capital Management | 26,384 | $10.2M | 0.46% | 00.0% | Unchanged |
| Westpac Banking Corp | 26,675 | $10.3M | 0.13% | +778+3.0% | Added |
| 2Xideas AG | 26,951 | $10.4M | 0.95% | +2,083+8.4% | Added |
| Bluegrass Capital Partners LP | 27,000 | $10.4M | 9.42% | +5,500+25.6% | Added |
| Davidson Kempner Capital Management LP | 27,050 | $10.4M | 0.20% | −3,950−12.7% | Reduced |
| Hartford Investment Management Co | 27,060 | $10.4M | 0.32% | −976−3.5% | Reduced |
| Steel Peak Wealth Management LLC | 27,220 | $10.5M | 0.76% | +10,435+62.2% | Added |
| Gratus Capital LLC | 27,254 | $10.5M | 1.18% | +1,669+6.5% | Added |
| Ashfield Capital Partners, LLC | 27,759 | $10.7M | 0.83% | −314−1.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 27,838 | $10.7M | 1.27% | −556−2.0% | Reduced |
| Wealthfront Advisers LLC | 28,080 | $10.8M | 0.05% | +9,889+54.4% | Added |
| Alyeska Investment Group, L.P. | 28,420 | $11.0M | 0.13% | +28,420 | New |
| Atalanta Sosnoff Capital, LLC | 28,582 | $11.0M | 0.33% | +27,202+1,971.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,653 | $11.0M | 0.27% | +52+0.2% | Added |
| Gotham Asset Management, LLC | 28,959 | $11.2M | 0.36% | +17,012+142.4% | Added |
| Quest Investment Management LLC | 29,120 | $11.2M | 1.32% | +2,443+9.2% | Added |
| M&G Investment Management Ltd | 29,263 | $11.3M | 0.08% | +12,272+72.2% | Added |
| Advisory Research Inc | 29,429 | $11.3M | 1.11% | −373−1.3% | Reduced |
| Middleton & Co Inc | 29,603 | $11.4M | 1.46% | −515−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 29,696 | $11.4M | 0.04% | +931+3.2% | Added |
| Summit Global Investments | 29,701 | $11.4M | 1.01% | −4,912−14.2% | Reduced |
| Bornite Capital Management LP | 30,000 | $11.6M | 3.80% | +30,000 | New |
| Commerce Bank | 30,161 | $11.6M | 0.09% | −3,155−9.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 30,317 | $11.7M | 1.21% | −67−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 30,329 | $11.7M | 0.27% | −10,764−26.2% | Reduced |
| Pinebridge Investments, L.P. | 30,459 | $11.7M | 0.15% | +14,633+92.5% | Added |
| Mariner, LLC | 30,757 | $11.9M | 0.05% | −4,738−13.3% | Reduced |
| Laurus Investment Counsel Inc. | 31,175 | $12.0M | 5.77% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 31,212 | $12.0M | 0.11% | −10,366−24.9% | Reduced |
| Davidson Investment Advisors | 31,328 | $12.1M | 1.03% | +269+0.9% | Added |
| Zacks Investment Management | 31,452 | $12.1M | 0.18% | −9,894−23.9% | Reduced |
| Daiwa Securities Group Inc. | 31,537 | $12.2M | 0.09% | +1,423+4.7% | Added |
| Forte Capital LLC | 31,975 | $12.3M | 2.15% | −984−3.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 29,743 | $12.3M | 0.07% | −8,404−22.0% | Reduced |
| 1832 Asset Management L.P. | 32,100 | $12.4M | 0.02% | +28,980+928.8% | Added |
| Cumberland Partners Ltd | 32,264 | $12.4M | 1.19% | +772+2.5% | Added |
| Edge Capital Group, LLC | 299,869 | $12.5M | 1.18% | +299,869 | New |
| Azimuth Capital Investment Management LLC | 32,746 | $12.6M | 0.64% | +32,746 | New |
| Appleton Partners Inc | 33,294 | $12.8M | 1.21% | −420−1.2% | Reduced |
| Whittier Trust Co | 33,321 | $12.8M | 0.26% | +202+0.6% | Added |
| Lyell Wealth Management, LP | 33,442 | $12.9M | 2.10% | +38+0.1% | Added |
| Tenere Capital LLC | 33,516 | $12.9M | 6.08% | −1,523−4.3% | Reduced |
| Swiss Life Asset Management Ltd | 33,898 | $13.1M | 0.21% | −10,577−23.8% | Reduced |
| Walleye Capital LLC | 34,314 | $13.2M | 0.38% | +34,314 | New |
| Louisiana State Employees Retirement System | 33,000 | $13.3M | 0.36% | 00.0% | Unchanged |
| Alta Capital Management LLC | 34,819 | $13.4M | 0.99% | +4,385+14.4% | Added |
| Wendell David Associates Inc | 35,183 | $13.6M | 1.72% | +190+0.5% | Added |
| Sit Investment Associates Inc | 35,409 | $13.6M | 0.42% | +1,194+3.5% | Added |
| Creative Planning | 35,971 | $13.9M | 0.02% | +5,410+17.7% | Added |
| Jasper Ridge Partners, L.P. | 36,709 | $14.1M | 0.86% | +54+0.1% | Added |
| Tower Research Capital LLC (TRC) | 36,772 | $14.2M | 0.32% | −50,114−57.7% | Reduced |
| Canada Pension Plan Investment Board | 37,084 | $14.3M | 0.02% | +36,111+3,711.3% | Added |
| McDaniel Terry & Co | 37,251 | $14.4M | 1.77% | +1,796+5.1% | Added |
| Texas Permanent School Fund | 37,355 | $14.4M | 0.23% | +626+1.7% | Added |
| Vontobel Holding Ltd. | 37,086 | $14.5M | 0.16% | +1,801+5.1% | Added |
| Maytus Capital Management, LLC | 37,500 | $14.5M | 3.97% | +17,500+87.5% | Added |