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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 526 | $203.0K | 0.02% | +117+28.6% | Added |
| Fox Run Management, L.L.C. | 530 | $204.0K | 0.10% | +530 | New |
| Blackston Financial Advisory Group, LLC | 500 | $205.0K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 530 | $205.0K | 0.06% | +424+400.0% | Added |
| High Falls Advisors, Inc | 534 | $206.0K | 0.06% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 546 | $210.0K | 0.01% | +546 | New |
| Bordeaux Wealth Advisors LLC | 545 | $210.0K | 0.14% | +545 | New |
| Sunflower Bank, N.A. | 548 | $212.0K | 0.04% | −112−17.0% | Reduced |
| New England Research & Management, Inc. | 550 | $212.0K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 554 | $213.0K | 0.02% | −10−1.8% | Reduced |
| Ascent Group, LLC | 467 | $213.0K | 0.03% | +467 | New |
| One Capital Management, LLC | 556 | $214.0K | 0.01% | −45−7.5% | Reduced |
| LifeSteps Financial, Inc. | 554 | $214.0K | 0.22% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 559 | $215.0K | 0.20% | +27+5.1% | Added |
| Jackson Square Capital, LLC | 560 | $216.0K | 0.09% | −212−27.5% | Reduced |
| West Coast Financial LLC | 559 | $216.0K | 0.04% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 563 | $217.0K | 0.21% | −132−19.0% | Reduced |
| Bell Bank | 567 | $219.0K | 0.03% | +567 | New |
| KCM Investment Advisors LLC | 570 | $220.0K | 0.01% | −329−36.6% | Reduced |
| Wade Financial Advisory, Inc | 572 | $220.0K | 0.10% | −29−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 577 | $222.0K | 0.01% | −186−24.4% | Reduced |
| Warren Averett Asset Management, LLC | 576 | $222.0K | 0.02% | +18+3.2% | Added |
| Eagle Ridge Investment Management | 575 | $222.0K | 0.03% | +575 | New |
| Cedar Mountain Advisors, LLC | 577 | $223.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $223.0K | 0.07% | +112+24.0% | Added |
| M Holdings Securities, Inc. | 580 | $224.0K | 0.02% | −14−2.4% | Reduced |
| Corundum Group, Inc. | 585 | $225.0K | 0.15% | +41+7.5% | Added |
| Edmond de Rothschild Holding S.A. | 586 | $226.0K | 0.01% | −145−19.8% | Reduced |
| Concord Wealth Partners | 586 | $226.0K | 0.06% | +383+188.7% | Added |
| B. Riley Wealth Management, Inc. | 591 | $228.0K | 0.02% | −40−6.3% | Reduced |
| Diversified Portfolios, Inc. | 595 | $229.0K | 0.06% | −178−23.0% | Reduced |
| Emerald Advisers, LLC | 595 | $229.0K | 0.01% | −15−2.5% | Reduced |
| Cooper Financial Group | 593 | $229.0K | 0.08% | +82+16.0% | Added |
| Vantage Consulting Group Inc | 594 | $229.0K | 0.13% | +101+20.5% | Added |
| Syntax Advisors, LLC | 594 | $229.0K | 0.19% | +101+20.5% | Added |
| Synergy Financial Group, LTD | 596 | $230.0K | 0.36% | −42−6.6% | Reduced |
| Gouws Capital LLC | 600 | $231.0K | 0.22% | −200−25.0% | Reduced |
| Westwood Management Corp | 600 | $231.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $231.0K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $231.0K | 0.11% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $231.0K | 0.25% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 600 | $231.0K | 0.14% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $231.0K | 0.06% | +600 | New |
| Swarthmore Group Inc | 601 | $232.0K | 0.09% | −7,772−92.8% | Reduced |
| TRUE Private Wealth Advisors | 603 | $232.0K | 0.03% | −112−15.7% | Reduced |
| Heritage Wealth Advisors | 604 | $233.0K | 0.02% | +336+125.4% | Added |
| Southern Capital Advisors, LLC | 608 | $234.0K | 0.19% | +1+0.2% | Added |
| TCTC Holdings, LLC | 611 | $235.0K | 0.01% | +2+0.3% | Added |
| Commons Capital, LLC | 616 | $237.0K | 0.36% | +1+0.2% | Added |
| Moors & Cabot, Inc. | 617 | $238.0K | 0.02% | +6+1.0% | Added |
| Guyasuta Investment Advisors Inc | 621 | $239.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 621 | $239.0K | 0.02% | +1+0.2% | Added |
| Neo Ivy Capital Management | 622 | $239.0K | 0.64% | +622 | New |
| Alera Investment Advisors, LLC | 622 | $240.0K | 0.07% | +622 | New |
| NorthRock Partners, LLC | 626 | $241.0K | 0.03% | −235−27.3% | Reduced |
| Independent Financial Group, LLC | 630 | $242.8K | 0.03% | +155+32.6% | Added |
| Somerville Kurt F | 630 | $243.0K | 0.05% | 00.0% | Unchanged |
| Camden National Bank | 637 | $246.0K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 642 | $247.0K | 0.02% | −1,581−71.1% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $247.0K | 0.28% | 00.0% | Unchanged |
| MJP Associates Inc | 642 | $247.0K | 0.07% | +22+3.5% | Added |
| Interchange Capital Partners, LLC | 646 | $249.0K | 0.28% | +114+21.4% | Added |
| First Affirmative Financial Network | 648 | $250.0K | 0.28% | −1−0.2% | Reduced |
| Legacy Wealth Management, LLC | 650 | $250.5K | 0.15% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 647 | $251.0K | 0.06% | −297−31.5% | Reduced |
| Apeiron RIA LLC | 761 | $251.0K | 0.50% | +245+47.5% | Added |
| Gsa Capital Partners LLP | 656 | $253.0K | 0.04% | +656 | New |
| Concentrum Wealth Management | 665 | $256.0K | 0.21% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 663 | $256.0K | 0.02% | +50+8.2% | Added |
| Great Diamond Partners, LLC | 668 | $257.0K | 0.09% | −25−3.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 668 | $257.0K | 0.08% | −20−2.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 667 | $257.0K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 673 | $259.0K | 0.01% | −16−2.3% | Reduced |
| John G Ullman & Associates Inc | 675 | $260.0K | 0.04% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $260.0K | 0.06% | 00.0% | Unchanged |
| DF Dent & Co Inc | 678 | $261.0K | 0.00% | +117+20.9% | Added |
| Monument Capital Management | 678 | $261.0K | 0.10% | +678 | New |
| Virtue Capital Management, LLC | 679 | $262.0K | 0.04% | −6,924−91.1% | Reduced |
| Abbrea Capital, LLC | 681 | $262.0K | 0.04% | −70−9.3% | Reduced |
| We Are One Seven, LLC | 682 | $263.0K | 0.04% | −32−4.5% | Reduced |
| WP Advisors, LLC | 681 | $263.0K | 0.11% | +681 | New |
| Teza Capital Management LLC | 686 | $264.0K | 0.10% | +686 | New |
| Resources Management Corp | 690 | $266.0K | 0.04% | −5−0.7% | Reduced |
| Magellan Asset Management Ltd | 694 | $267.0K | 0.00% | +89+14.7% | Added |
| Legacy Bridge, LLC | 695 | $268.0K | 0.20% | 00.0% | Unchanged |
| Plancorp, LLC | 697 | $269.0K | 0.02% | −7−1.0% | Reduced |
| Oxbow Advisors, LLC | 697 | $269.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 700 | $270.0K | 0.07% | −175−20.0% | Reduced |
| FinTrust Capital Advisors, LLC | 622 | $270.0K | 0.07% | +17+2.8% | Added |
| Intact Investment Management Inc. | 700 | $270.0K | 0.01% | +700 | New |
| Riverview Trust Co | 705 | $272.0K | 0.24% | +10+1.4% | Added |
| PDS Planning, Inc | 706 | $272.0K | 0.05% | +180+34.2% | Added |
| Procyon Private Wealth Partners, LLC | 710 | $274.0K | 0.06% | +27+4.0% | Added |
| Glen Eagle Advisors, LLC | 711 | $274.1K | 0.07% | −73−9.3% | Reduced |
| Column Capital Advisors, LLC | 713 | $275.0K | 0.05% | −193−21.3% | Reduced |
| TCWP LLC | 716 | $275.0K | 0.06% | −36−4.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 713 | $275.0K | 0.02% | +22+3.2% | Added |
| Wall Street Access Asset Management, LLC | 716 | $275.0K | 0.14% | +716 | New |
| Bernardo Wealth Planning LLC | 718 | $276.0K | 0.16% | 00.0% | Unchanged |
| Vigilare Wealth Management | 718 | $277.0K | 0.30% | +65+10.0% | Added |