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 |
|---|---|---|---|---|---|
| MMBG Investment Advisors Co. | 1,345 | $518.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 1,347 | $519.0K | 0.02% | −653−32.7% | Reduced |
| Crestwood Advisors Group LLC | 1,348 | $520.0K | 0.02% | −158−10.5% | Reduced |
| Oxford Financial Group Ltd | 1,349 | $520.0K | 0.08% | −9−0.7% | Reduced |
| Act Wealth Management, LLC | 1,350 | $520.0K | 0.34% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,350 | $520.0K | 0.33% | +300+28.6% | Added |
| Alta Wealth Advisors LLC | 1,343 | $521.0K | 0.36% | −15−1.1% | Reduced |
| WCG Wealth Advisors LLC | 1,358 | $523.0K | 0.07% | +1,358 | New |
| 1st Source Bank | 1,364 | $526.0K | 0.04% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,368 | $527.0K | 0.00% | −2,414−63.8% | Reduced |
| Eastern Bank | 1,368 | $527.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,366 | $527.0K | 0.01% | +348+34.2% | Added |
| Deseret Mutual Benefit Administrators | 1,371 | $528.0K | 0.12% | −238−14.8% | Reduced |
| Eqis Capital Management, Inc. | 1,379 | $531.7K | 0.06% | −200−12.7% | Reduced |
| Ballentine Partners, LLC | 1,383 | $533.0K | 0.02% | +141+11.4% | Added |
| ETF Managers Group, LLC | 1,370 | $534.0K | 0.02% | −451−24.8% | Reduced |
| Allworth Financial LP | 1,389 | $535.0K | 0.01% | +551+65.8% | Added |
| Conestoga Capital Advisors, LLC | 1,400 | $540.0K | 0.01% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,410 | $543.0K | 0.00% | −138,765−99.0% | Reduced |
| Stanley-Laman Group, Ltd. | 1,408 | $543.0K | 0.10% | −2−0.1% | Reduced |
| Calamos Wealth Management LLC | 1,414 | $545.0K | 0.05% | −109−7.2% | Reduced |
| Van Hulzen Asset Management, LLC | 1,413 | $545.0K | 0.07% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,415 | $545.0K | 0.25% | +19+1.4% | Added |
| Zeke Capital Advisors, LLC | 1,414 | $545.0K | 0.04% | +341+31.8% | Added |
| Concentric Wealth Management, LLC | 1,430 | $551.0K | 0.19% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,432 | $552.0K | 0.18% | +49+3.5% | Added |
| Spinnaker Trust | 1,439 | $555.0K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,223 | $558.0K | 0.02% | −55−4.3% | Reduced |
| Haverford Trust Co | 1,455 | $561.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,458 | $562.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,483 | $572.0K | 0.09% | +1,101+288.2% | Added |
| Texas Capital Bancshares Inc | 1,489 | $574.0K | 0.43% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,476 | $574.0K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,492 | $575.0K | 0.05% | −795−34.8% | Reduced |
| Scissortail Wealth Management, LLC | 894 | $575.0K | 0.22% | −204−18.6% | Reduced |
| Americana Partners, LLC | 1,512 | $580.0K | 0.10% | −480−24.1% | Reduced |
| Applied Research Investments, LLC | 1,510 | $582.0K | 2.57% | −172−10.2% | Reduced |
| Pinnacle Financial Partners Inc | 1,514 | $584.0K | 0.02% | +2+0.1% | Added |
| Valmark Advisers, Inc. | 1,519 | $585.0K | 0.01% | +4+0.3% | Added |
| K.J. Harrison & Partners Inc | 1,522 | $587.0K | 0.16% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,529 | $589.0K | 0.06% | −371−19.5% | Reduced |
| Verdence Capital Advisors LLC | 1,528 | $589.0K | 0.08% | +21+1.4% | Added |
| Inverness Counsel LLC | 1,532 | $590.0K | 0.03% | −5−0.3% | Reduced |
| HBK Sorce Advisory LLC | 1,539 | $593.0K | 0.04% | +344+28.8% | Added |
| JFS Wealth Advisors, LLC | 1,549 | $597.0K | 0.06% | +17+1.1% | Added |
| Privium Fund Management B.V. | 1,550 | $597.0K | 0.20% | +1,550 | New |
| Ancora Advisors, LLC | 1,552 | $598.0K | 0.02% | +5+0.3% | Added |
| Proficio Capital Partners LLC | 1,550 | $598.0K | 0.11% | +90+6.2% | Added |
| 55I, LLC | 1,564 | $603.0K | 0.02% | +1,564 | New |
| Intersect Capital LLC | 1,583 | $610.0K | 0.18% | −107−6.3% | Reduced |
| Van Strum & Towne Inc. | 1,586 | $611.0K | 0.26% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,585 | $611.0K | 0.03% | +653+70.1% | Added |
| Accretive Wealth Partners, LLC | 1,589 | $612.0K | 0.44% | −47−2.9% | Reduced |
| Oliver Luxxe Assets LLC | 1,587 | $612.0K | 0.18% | +37+2.4% | Added |
| First Financial Bank - Trust Division | 1,607 | $619.0K | 0.08% | +7+0.4% | Added |
| First Commonwealth Financial Corp | 1,608 | $620.0K | 0.23% | +60+3.9% | Added |
| Proffitt & Goodson Inc | 1,611 | $621.0K | 0.13% | +1,611 | New |
| Virtus ETF Advisers LLC | 1,617 | $623.0K | 0.23% | +1,617 | New |
| Axiom Advisory, LLC | 1,623 | $626.0K | 0.69% | +717+79.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,629 | $628.0K | 0.05% | +1,629 | New |
| GM Advisory Group, Inc. | 1,634 | $630.0K | 0.10% | −56−3.3% | Reduced |
| Marks Group Wealth Management, Inc | 1,635 | $630.0K | 0.09% | +117+7.7% | Added |
| Family Legacy, Inc. | 1,634 | $631.0K | 0.30% | +148+10.0% | Added |
| United Bank | 1,642 | $633.0K | 0.09% | 00.0% | Unchanged |
| Optas, LLC | 1,648 | $634.0K | 0.26% | +38+2.4% | Added |
| Sawtooth Solutions, LLC | 1,649 | $635.0K | 0.08% | +397+31.7% | Added |
| Compagnie Lombard Odier SCmA | 1,650 | $636.0K | 0.02% | −1,830−52.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,657 | $639.0K | 0.13% | +264+19.0% | Added |
| Voya Financial Advisors, Inc. | 1,654 | $644.0K | 0.08% | −68−3.9% | Reduced |
| Parthenon LLC | 1,675 | $646.0K | 0.11% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,680 | $648.0K | 0.19% | +905+116.8% | Added |
| Natixis Investment Managers International | 1,695 | $653.0K | 0.01% | +44+2.7% | Added |
| GeoWealth Management, LLC | 1,707 | $658.0K | 0.09% | −151−8.1% | Reduced |
| Liberty Wealth Management LLC | 1,709 | $659.0K | 0.27% | +2+0.1% | Added |
| SRN Advisors, LLC | 1,710 | $659.1K | 0.46% | −278−14.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,556 | $660.0K | 0.66% | −69−4.2% | Reduced |
| Waller Financial Planning Group, Inc | 1,722 | $664.0K | 0.19% | +1,722 | New |
| Monetary Management Group Inc | 1,725 | $665.0K | 0.21% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,728 | $666.0K | 0.00% | −100−5.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $667.0K | 0.33% | −23−1.3% | Reduced |
| Waldron Private Wealth LLC | 1,737 | $669.0K | 0.04% | +117+7.2% | Added |
| DGS Capital Management, LLC | 1,743 | $672.0K | 0.54% | +246+16.4% | Added |
| Value Partners Investments Inc. | 1,747 | $672.0K | 0.06% | +337+23.9% | Added |
| Red Spruce Capital, LLC | 1,749 | $674.0K | 0.45% | +47+2.8% | Added |
| Ulland Investment Advisors, LLC | 1,760 | $678.0K | 0.69% | −873−33.2% | Reduced |
| Snowden Capital Advisors LLC | 1,760 | $678.0K | 0.03% | +37+2.1% | Added |
| Fort Pitt Capital Group, LLC | 1,758 | $678.0K | 0.03% | +52+3.0% | Added |
| PAX Financial Group, LLC | 1,762 | $679.0K | 0.17% | +288+19.5% | Added |
| Quent Capital, LLC | 1,788 | $689.0K | 0.15% | −9,177−83.7% | Reduced |
| Roundview Capital LLC | 1,792 | $691.0K | 0.08% | +488+37.4% | Added |
| Pettee Investors, Inc. | 1,809 | $697.0K | 0.35% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,957 | $701.0K | 0.02% | −9,199−53.6% | Reduced |
| Kensington Investment Counsel, LLC | 1,822 | $702.0K | 0.60% | −40−2.1% | Reduced |
| Stansberry Asset Management, LLC | 1,824 | $703.0K | 0.15% | −69−3.6% | Reduced |
| Plimoth Trust Co LLC | 1,855 | $715.0K | 0.23% | −102−5.2% | Reduced |
| Jump Financial, LLC | 1,874 | $723.0K | 0.03% | −2,736−59.3% | Reduced |
| Sargent Investment Group, LLC | 1,880 | $725.0K | 0.22% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,883 | $726.0K | 0.02% | +173+10.1% | Added |
| Connolly Sarah T. | 1,895 | $730.0K | 0.50% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,900 | $732.0K | 0.03% | +1,900 | New |