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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 957 | $369.0K | 0.15% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 964 | $372.0K | 0.04% | −25−2.5% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $373.0K | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 979 | $377.0K | 0.03% | +349+55.4% | Added |
| Cable Hill Partners, LLC | 978 | $377.0K | 0.09% | +348+55.2% | Added |
| Meridian Wealth Management, LLC | 977 | $377.0K | 0.03% | +977 | New |
| QVR LLC | 982 | $379.0K | 0.30% | +982 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 989 | $381.0K | 0.02% | +91+10.1% | Added |
| Moody Lynn & Lieberson, LLC | 990 | $382.0K | 0.03% | −1,589−61.6% | Reduced |
| Bremer Bank National Association | 992 | $382.0K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $385.0K | 0.30% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,000 | $385.0K | 0.32% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $385.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $385.0K | 0.07% | +82+8.9% | Added |
| Caldwell Trust Co | 999 | $385.1K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 1,003 | $387.0K | 0.05% | −73−6.8% | Reduced |
| Thrive Wealth Management, LLC | 1,005 | $387.0K | 0.14% | +60+6.3% | Added |
| Wealth Alliance | 1,010 | $389.0K | 0.07% | +15+1.5% | Added |
| Tiemann Investment Advisors, LLC | 1,011 | $390.0K | 0.21% | +80+8.6% | Added |
| Camden Capital, LLC | 1,017 | $392.0K | 0.10% | −89−8.0% | Reduced |
| Wealth Architects, LLC | 1,021 | $394.0K | 0.08% | −22−2.1% | Reduced |
| FineMark National Bank & Trust | 1,031 | $397.0K | 0.02% | +60+6.2% | Added |
| Ellevest, Inc. | 1,029 | $397.0K | 0.04% | +100+10.8% | Added |
| Argus Investors' Counsel, Inc. | 1,031 | $397.0K | 0.29% | +145+16.4% | Added |
| Wharton Business Group, LLC | 1,035 | $399.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,037 | $400.0K | 0.07% | +8+0.8% | Added |
| Little House Capital LLC | 1,046 | $403.0K | 0.22% | +80+8.3% | Added |
| Everhart Financial Group, Inc. | 1,046 | $403.0K | 0.24% | +1,046 | New |
| Level Four Advisory Services, LLC | 1,049 | $404.0K | 0.04% | +7+0.7% | Added |
| Crescent Grove Advisors, LLC | 1,056 | $407.0K | 0.04% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,055 | $407.0K | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,058 | $408.0K | 0.06% | −126−10.6% | Reduced |
| Scotia Capital Inc. | 1,082 | $417.0K | 0.00% | −723−40.1% | Reduced |
| RMR Wealth Builders | 1,088 | $419.0K | 0.10% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,089 | $420.0K | 0.11% | −5−0.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,100 | $424.0K | 0.09% | +350+46.7% | Added |
| Principle Wealth Partners LLC | 1,102 | $425.0K | 0.05% | −200−15.4% | Reduced |
| Cetera Advisors LLC | 1,108 | $427.0K | 0.01% | −77−6.5% | Reduced |
| Haverford Financial Services, Inc. | 1,110 | $428.0K | 0.12% | +1,110 | New |
| DuPont Capital Management Corp | 1,112 | $429.0K | 0.02% | −82−6.9% | Reduced |
| Gryphon Financial Partners LLC | 1,114 | $429.0K | 0.10% | +64+6.1% | Added |
| Whalerock Point Partners, LLC | 1,115 | $430.0K | 0.18% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,119 | $431.0K | 0.32% | −164−12.8% | Reduced |
| Brighton Jones LLC | 1,123 | $433.0K | 0.03% | −79−6.6% | Reduced |
| Quantbot Technologies LP | 1,128 | $434.0K | 0.04% | −2,348−67.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,136 | $438.0K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,139 | $439.0K | 0.26% | −29−2.5% | Reduced |
| Horizon Family Wealth, Inc. | 1,145 | $441.0K | 0.51% | −103−8.3% | Reduced |
| Capula Management Ltd | 1,144 | $441.0K | 0.06% | +1,144 | New |
| Bahl & Gaynor Inc | 1,150 | $443.0K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,150 | $443.3K | 0.30% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,153 | $447.0K | 0.02% | +111+10.7% | Added |
| Trellis Advisors, LLC | 1,169 | $451.0K | 0.25% | +11+0.9% | Added |
| Modera Wealth Management, LLC | 1,176 | $453.0K | 0.02% | −134−10.2% | Reduced |
| Choate Investment Advisors | 1,185 | $457.0K | 0.03% | −30−2.5% | Reduced |
| Garrett Investment Advisors LLC | 1,185 | $457.0K | 0.13% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,194 | $460.0K | 0.52% | −375−23.9% | Reduced |
| Advisory Resource Group | 1,197 | $461.0K | 0.15% | +388+48.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,200 | $462.0K | 0.03% | −53−4.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,202 | $463.0K | 0.05% | −65−5.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 1,200 | $463.0K | 0.22% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,202 | $463.0K | 0.05% | +23+2.0% | Added |
| Great Lakes Advisors, LLC | 1,204 | $464.0K | 0.01% | −142−10.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,206 | $464.0K | 0.08% | +139+13.0% | Added |
| Neville Rodie & Shaw Inc | 1,207 | $465.0K | 0.04% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 1,208 | $466.0K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,214 | $468.0K | 0.04% | +1,214 | New |
| Parsec Financial Management, Inc. | 1,218 | $469.0K | 0.02% | −17−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,224 | $472.0K | 0.05% | +164+15.5% | Added |
| Pallas Capital Advisors LLC | 1,087 | $473.0K | 0.07% | −13−1.2% | Reduced |
| Wedmont Private Capital | 1,226 | $473.0K | 0.10% | +305+33.1% | Added |
| North Star Investment Management Corp. | 1,230 | $474.0K | 0.04% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,234 | $476.0K | 0.03% | −25−2.0% | Reduced |
| MUFG Americas Holdings Corp | 1,239 | $478.0K | 0.01% | +800+182.2% | Added |
| TrinityPoint Wealth, LLC | 1,247 | $481.0K | 0.11% | −3−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 1,247 | $481.0K | 0.57% | +7+0.6% | Added |
| Qtron Investments LLC | 1,251 | $482.0K | 0.11% | −404−24.4% | Reduced |
| Investors Research Corp | 1,250 | $482.0K | 0.14% | +1,250 | New |
| Cerro Pacific Wealth Advisors LLC | 1,254 | $483.0K | 0.30% | −4−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 1,257 | $484.0K | 0.09% | −100−7.4% | Reduced |
| First National Trust Co | 1,259 | $485.0K | 0.03% | −57−4.3% | Reduced |
| 17 Capital Partners, LLC | 1,270 | $490.0K | 0.62% | +1,270 | New |
| Ground Swell Capital, LLC | 1,274 | $491.0K | 0.90% | +1,274 | New |
| Freestone Capital Holdings, LLC | 1,283 | $495.0K | 0.02% | −942−42.3% | Reduced |
| Gilbert & Cook, Inc. | 1,286 | $496.0K | 0.09% | −386−23.1% | Reduced |
| Orion Portfolio Solutions, LLC | 1,290 | $497.0K | 0.02% | −21−1.6% | Reduced |
| Pittenger & Anderson Inc | 1,303 | $502.0K | 0.03% | +446+52.0% | Added |
| Lido Advisors, LLC | 1,306 | $503.0K | 0.01% | −15−1.1% | Reduced |
| Intrust Bank NA | 1,305 | $503.0K | 0.07% | +359+37.9% | Added |
| Altfest L J & Co Inc | 1,306 | $503.0K | 0.09% | +692+112.7% | Added |
| BIT Capital GmbH | 1,309 | $504.5K | 0.07% | +1,253+2,237.5% | Added |
| Fort, L.P. | 1,313 | $506.0K | 0.34% | −1,410−51.8% | Reduced |
| Triumph Capital Management | 1,312 | $506.0K | 0.27% | +58+4.6% | Added |
| Transamerica Financial Advisors, Inc. | 1,319 | $509.0K | 0.07% | +1,319 | New |
| Penserra Capital Management LLC | 1,324 | $510.0K | 0.01% | +17+1.3% | Added |
| Harbor Group, Inc. | 1,329 | $512.0K | 0.38% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 1,337 | $515.0K | 0.47% | +40+3.1% | Added |
| CNB Bank | 1,336 | $515.0K | 0.33% | +50+3.9% | Added |
| Carnegie Capital Asset Management, LLC | 1,342 | $517.0K | 0.02% | −328−19.6% | Reduced |
| Heron Financial Group, LLC | 1,341 | $517.0K | 0.31% | +11+0.8% | Added |