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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 60 | $23.0K | 0.00% | +49+445.5% | Added |
| Atwood & Palmer Inc | 65 | $25.0K | 0.00% | +45+225.0% | Added |
| Solstein Capital, LLC | 76 | $29.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 76 | $29.0K | 0.00% | +34+81.0% | Added |
| Loomis Sayles & Co L P | 79 | $30.0K | 0.00% | −200−71.7% | Reduced |
| Clearview Wealth Advisors LLC | 76 | $30.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 79 | $30.0K | 0.01% | +33+71.7% | Added |
| Princeton Global Asset Management LLC | 80 | $31.0K | 0.01% | +10+14.3% | Added |
| O'Dell Group, LLC | 85 | $33.0K | 0.01% | −25−22.7% | Reduced |
| Laurel Wealth Advisors LLC | 89 | $34.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 92 | $35.0K | 0.01% | +3+3.4% | Added |
| Valley National Advisers Inc | 90 | $37.0K | 0.01% | −2−2.2% | Reduced |
| West Paces Advisors Inc. | 100 | $38.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $39.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 107 | $41.0K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 110 | $42.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 110 | $42.0K | 0.09% | +110 | New |
| Washington Trust Co | 115 | $44.0K | 0.00% | −10−8.0% | Reduced |
| First Manhattan Co | 115 | $44.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 114 | $44.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 113 | $44.0K | 0.01% | +17+17.7% | Added |
| Norway Savings Bank | 116 | $45.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 118 | $46.0K | 0.03% | −14−10.6% | Reduced |
| AGF Investments LLC | 122 | $47.0K | 0.00% | −1,036−89.5% | Reduced |
| Proequities, Inc. | 123 | $47.0K | 0.00% | −28−18.5% | Reduced |
| Manchester Capital Management LLC | 125 | $48.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 126 | $49.0K | 0.01% | +9+7.7% | Added |
| Hillsdale Investment Management Inc. | 130 | $50.0K | 0.00% | −141−52.0% | Reduced |
| Core Alternative Capital | 130 | $50.0K | 0.01% | +22+20.4% | Added |
| Global Financial Private Client, LLC | 129 | $50.1K | 0.03% | +123+2,050.0% | Added |
| SOA Wealth Advisors, LLC. | 133 | $51.0K | 0.02% | −242−64.5% | Reduced |
| Eagle Bay Advisors LLC | 136 | $52.4K | 0.03% | +136 | New |
| Alpha Paradigm Partners, LLC | 143 | $55.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 148 | $57.0K | 0.03% | −447−75.1% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $58.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $58.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $58.0K | 0.02% | +151 | New |
| Atlas Capital Advisors LLC | 168 | $64.8K | 0.01% | +150+833.3% | Added |
| Plante Moran Financial Advisors, LLC | 174 | $67.0K | 0.01% | +22+14.5% | Added |
| State of Wyoming | 177 | $68.0K | 0.04% | −298−62.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 177 | $68.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 180 | $69.0K | 0.03% | −1,545−89.6% | Reduced |
| Money Concepts Capital Corp | 181 | $70.0K | 0.01% | −1,925−91.4% | Reduced |
| Financial Management Professionals, Inc. | 187 | $72.0K | 0.02% | +114+156.2% | Added |
| Versant Capital Management, Inc | 190 | $73.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 192 | $74.0K | 0.08% | +25+15.0% | Added |
| Sutton Wealth Advisors Inc. | 194 | $74.8K | 0.03% | −14−6.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 194 | $75.0K | 0.05% | +12+6.6% | Added |
| Birch Capital Management, LLC | 197 | $75.9K | 0.05% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 200 | $77.0K | 0.05% | +200 | New |
| Salem Investment Counselors Inc | 202 | $78.0K | 0.00% | +47+30.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 205 | $79.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 205 | $79.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Trust Co | 219 | $84.0K | 0.00% | −977−81.7% | Reduced |
| C M Bidwell & Associates Ltd | 222 | $86.0K | 0.07% | +222 | New |
| Catalyst Capital Advisors LLC | 226 | $87.0K | 0.00% | +31+15.9% | Added |
| NuWave Investment Management, LLC | 247 | $95.0K | 0.13% | −579−70.1% | Reduced |
| Harbour Investments, Inc. | 250 | $96.0K | 0.01% | +250 | New |
| Jones Financial Companies LLLP | 253 | $98.0K | 0.00% | −6−2.3% | Reduced |
| Hexagon Capital Partners LLC | 254 | $98.0K | 0.03% | +22+9.5% | Added |
| Carolinas Wealth Consulting LLC | 273 | $105.0K | 0.03% | +51+23.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 278 | $107.0K | 0.00% | +38+15.8% | Added |
| Pinnacle Bancorp, Inc. | 285 | $110.0K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 290 | $112.0K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 296 | $114.0K | 0.07% | +96+48.0% | Added |
| Crewe Advisors LLC | 309 | $119.0K | 0.03% | +247+398.4% | Added |
| Belpointe Asset Management LLC | 317 | $122.0K | 0.01% | +317 | New |
| Islay Capital Management, LLC | 325 | $125.0K | 0.13% | +120+58.5% | Added |
| Ronald Blue Trust, Inc. | 260 | $125.0K | 0.00% | +260 | New |
| BerganKDV Wealth Management, LLC | 343 | $132.0K | 0.02% | −19−5.2% | Reduced |
| KB Financial Partners, LLC | 342 | $132.0K | 0.05% | +27+8.6% | Added |
| CVA Family Office, LLC | 346 | $133.0K | 0.04% | −50−12.6% | Reduced |
| Harbor Investment Advisory, LLC | 346 | $133.0K | 0.02% | +150+76.5% | Added |
| Vigilant Capital Management, LLC | 361 | $139.0K | 0.01% | +237+191.1% | Added |
| WR Wealth Planners, LLC | 373 | $143.8K | 0.09% | +373 | New |
| Seldon Capital LP | 378 | $146.0K | 0.08% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 379 | $146.0K | 0.21% | +27+7.7% | Added |
| Glassman Wealth Services | 378 | $146.0K | 0.03% | +111+41.6% | Added |
| Johnson Financial Group, Inc. | 394 | $152.0K | 0.01% | +8+2.1% | Added |
| Atticus Wealth Management, LLC | 395 | $152.0K | 0.06% | +133+50.8% | Added |
| Fortis Advisors, LLC | 400 | $154.0K | 0.10% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 408 | $157.0K | 0.05% | +219+115.9% | Added |
| Venture Visionary Partners LLC | 409 | $157.6K | 0.01% | +409 | New |
| Trustcore Financial Services, LLC | 414 | $160.0K | 0.01% | +15+3.8% | Added |
| Harbor Capital Advisors, Inc. | 416 | $160.0K | 0.12% | +84+25.3% | Added |
| Covestor Ltd | 416 | $161.0K | 0.13% | −92−18.1% | Reduced |
| Rosenberg Matthew Hamilton | 442 | $172.0K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 457 | $176.0K | 0.01% | −79−14.7% | Reduced |
| Sandy Spring Bank | 466 | $180.0K | 0.01% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 474 | $183.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 478 | $184.0K | 0.05% | +296+162.6% | Added |
| Centaurus Financial, Inc. | 486 | $187.0K | 0.02% | +104+27.2% | Added |
| Prospera Financial Services Inc | 507 | $196.0K | 0.01% | −1,112−68.7% | Reduced |
| Howe & Rusling Inc | 512 | $197.0K | 0.02% | +12+2.4% | Added |
| Concorde Asset Management, LLC | 520 | $200.0K | 0.30% | −169−24.5% | Reduced |
| Ssi Investment Management LLC | 518 | $201.0K | 0.01% | 00.0% | Unchanged |
| Eagle Strategies LLC | 523 | $202.0K | 0.07% | −87−14.3% | Reduced |
| Lakeview Capital Partners, LLC | 526 | $203.0K | 0.12% | 00.0% | Unchanged |