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 |
|---|---|---|---|---|---|
| Planned Solutions, Inc. | 722 | $278.0K | 0.27% | −110−13.2% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $279.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 724 | $279.0K | 0.11% | +724 | New |
| Grandfield & Dodd, LLC | 723 | $280.0K | 0.02% | −20−2.7% | Reduced |
| Family Firm, Inc. | 730 | $281.0K | 0.08% | +1+0.1% | Added |
| Fishman Jay A Ltd | 732 | $282.1K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 738 | $284.0K | 0.03% | −18−2.4% | Reduced |
| Stegent Equity Advisors, Inc. | 744 | $287.0K | 0.37% | −137−15.6% | Reduced |
| Comerica Securities,inc. | 744 | $287.0K | 0.02% | −18−2.4% | Reduced |
| Kaizen Financial Strategies | 745 | $287.0K | 0.28% | −9−1.2% | Reduced |
| Aaron Wealth Advisors | 749 | $288.0K | 0.07% | −229,092−99.7% | Reduced |
| SeaCrest Wealth Management, LLC | 748 | $288.0K | 0.04% | −190−20.3% | Reduced |
| Summit Trail Advisors, LLC | 750 | $289.0K | 0.02% | −276−26.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 635 | $290.0K | 0.07% | −10−1.6% | Reduced |
| South State Corp. | 754 | $291.0K | 0.03% | −71−8.6% | Reduced |
| Ifrah Financial Services, Inc. | 760 | $293.0K | 0.10% | −83−9.8% | Reduced |
| Grove Bank & Trust | 759 | $293.0K | 0.07% | −1−0.1% | Reduced |
| Orchard Capital Managment, LLC | 759 | $293.0K | 0.09% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 725 | $294.0K | 0.06% | +5+0.7% | Added |
| Front Barnett Associates LLC | 770 | $297.0K | 0.04% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 772 | $298.0K | 0.30% | −135−14.9% | Reduced |
| Royal Fund Management, LLC | 774 | $298.0K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 779 | $300.0K | 0.04% | −67−7.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 779 | $300.0K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 791 | $304.0K | 0.29% | −493−38.4% | Reduced |
| Oakworth Capital, Inc. | 788 | $304.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 790 | $304.0K | 0.05% | +129+19.5% | Added |
| Flputnam Investment Management Co | 792 | $305.0K | 0.01% | −203−20.4% | Reduced |
| Avenue 1 Advisors, LLC | 791 | $305.0K | 0.19% | −2−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 792 | $305.0K | 0.02% | +62+8.5% | Added |
| Washington Trust Advisors, Inc. | 794 | $306.0K | 0.03% | −71−8.2% | Reduced |
| Tufton Capital Management | 795 | $306.0K | 0.06% | −40−4.8% | Reduced |
| Veracity Capital LLC | 797 | $307.0K | 0.16% | −36−4.3% | Reduced |
| Essex Financial Services, Inc. | 797 | $307.0K | 0.03% | +101+14.5% | Added |
| Legacy Financial Advisors, Inc. | 796 | $307.0K | 0.08% | +330+70.8% | Added |
| Successful Portfolios LLC | 799 | $308.0K | 0.21% | −27−3.3% | Reduced |
| Elgethun Capital Management | 806 | $308.0K | 0.12% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $308.0K | 0.14% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $308.0K | 0.16% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 803 | $309.0K | 0.12% | +1+0.1% | Added |
| JJJ Advisors Inc. | 680 | $310.0K | 0.09% | −39−5.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 805 | $310.3K | 0.03% | +5+0.6% | Added |
| Baader Bank INC | 809 | $311.0K | 0.03% | +809 | New |
| Caxton Associates LP | 810 | $312.0K | 0.04% | −1,873−69.8% | Reduced |
| Arrow Financial Corp | 810 | $312.0K | 0.04% | 00.0% | Unchanged |
| Highland Private Wealth Management | 810 | $313.0K | 0.05% | −35−4.1% | Reduced |
| Barings LLC | 815 | $314.0K | 0.01% | +4+0.5% | Added |
| Focus Financial Network, Inc. | 817 | $314.9K | 0.03% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 820 | $316.0K | 0.26% | 00.0% | Unchanged |
| Avestar Capital, LLC | 831 | $320.0K | 0.09% | +130+18.5% | Added |
| AdvisorNet Financial, Inc | 833 | $321.0K | 0.03% | −90−9.8% | Reduced |
| Beaumont Financial Partners, LLC | 835 | $322.0K | 0.03% | −243−22.5% | Reduced |
| Kingsview Wealth Management, LLC | 839 | $323.0K | 0.02% | −35−4.0% | Reduced |
| Hancock Whitney Corp | 852 | $328.0K | 0.01% | +11+1.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 841 | $328.0K | 0.06% | +27+3.3% | Added |
| Arkadios Wealth Advisors | 851 | $328.0K | 0.05% | +219+34.7% | Added |
| Sigma Planning Corp | 853 | $329.0K | 0.01% | +37+4.5% | Added |
| Geller Advisors LLC | 856 | $330.0K | 0.07% | +6+0.7% | Added |
| MONECO Advisors, LLC | 861 | $332.0K | 0.13% | −4−0.5% | Reduced |
| Graypoint LLC | 861 | $332.0K | 0.04% | +129+17.6% | Added |
| Jupiter Asset Management Ltd | 867 | $334.0K | 0.00% | −57,336−98.5% | Reduced |
| ICW Investment Advisors LLC | 866 | $334.0K | 0.21% | +3+0.3% | Added |
| Integrated Wealth Concepts LLC | 867 | $334.0K | 0.01% | +105+13.8% | Added |
| MSH Capital Advisors LLC | 869 | $334.8K | 0.16% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 869 | $335.0K | 0.14% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 871 | $336.0K | 0.08% | +7+0.8% | Added |
| Boenning & Scattergood, Inc. | 874 | $337.0K | 0.06% | 00.0% | Unchanged |
| RHS Financial, LLC | 878 | $338.0K | 0.28% | +878 | New |
| Traynor Capital Management, Inc. | 880 | $339.0K | 0.06% | −135−13.3% | Reduced |
| Alpha Omega Wealth Management LLC | 888 | $342.0K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 891 | $343.0K | 0.14% | +178+25.0% | Added |
| Bragg Financial Advisors, Inc | 892 | $344.0K | 0.02% | −11−1.2% | Reduced |
| GoalVest Advisory LLC | 863 | $345.0K | 0.22% | +422+95.7% | Added |
| Studio Investment Management LLC | 897 | $346.0K | 0.12% | +897 | New |
| Supplemental Annuity Collective Trust of NJ | 900 | $347.0K | 0.14% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $347.0K | 0.30% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 902 | $348.0K | 0.43% | −174−16.2% | Reduced |
| Winthrop Advisory Group LLC | 909 | $350.0K | 0.08% | −14−1.5% | Reduced |
| Samalin Investment Counsel, LLC | 908 | $350.0K | 0.25% | +2+0.2% | Added |
| DRW Securities, LLC | 910 | $351.0K | 0.09% | +910 | New |
| ASB Consultores, LLC | 913 | $352.0K | 0.15% | −860−48.5% | Reduced |
| Integrated Investment Consultants, LLC | 917 | $353.0K | 0.13% | −189−17.1% | Reduced |
| Chesapeake Wealth Management | 918 | $354.0K | 0.15% | −15−1.6% | Reduced |
| Maven Securities LTD | 921 | $355.0K | 0.06% | +34+3.8% | Added |
| Regent Peak Wealth Advisors LLC | 921 | $355.0K | 0.12% | +40+4.5% | Added |
| Wealthstar Advisors, LLC | 925 | $357.0K | 0.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 927 | $357.0K | 0.01% | +21+2.3% | Added |
| Keel Point, LLC | 746 | $357.0K | 0.06% | −131−14.9% | Reduced |
| Tradewinds, LLC. | 925 | $357.0K | 0.24% | +925 | New |
| Evercore Wealth Management, LLC | 930 | $358.0K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 932 | $359.0K | 0.27% | −54−5.5% | Reduced |
| Avitas Wealth Management LLC | 933 | $360.0K | 0.08% | −146−13.5% | Reduced |
| Okabena Investment Services Inc | 933 | $360.0K | 0.19% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 940 | $362.0K | 0.02% | −99−9.5% | Reduced |
| Gill Capital Partners, LLC | 753 | $362.0K | 0.16% | 00.0% | Unchanged |
| West Family Investments, Inc. | 942 | $363.0K | 0.14% | +45+5.0% | Added |
| Journey Advisory Group, LLC | 813 | $364.0K | 0.08% | +21+2.7% | Added |
| Stevens Capital Management LP | 947 | $365.0K | 0.25% | +464+96.1% | Added |
| Calton & Associates, Inc. | 953 | $367.0K | 0.20% | −14−1.4% | Reduced |
| New Millennium Group LLC | 955 | $369.0K | 0.38% | −236−19.8% | Reduced |