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 |
|---|---|---|---|---|---|
| Evanson Asset Management, LLC | 1,905 | $734.0K | 0.08% | −8−0.4% | Reduced |
| Barr E S & Co | 1,909 | $736.0K | 0.06% | 00.0% | Unchanged |
| Seeyond | 1,910 | $736.0K | 0.08% | +108+6.0% | Added |
| Mutual Advisors, LLC | 1,913 | $737.0K | 0.05% | +609+46.7% | Added |
| NVWM, LLC | 1,921 | $740.0K | 0.29% | −19−1.0% | Reduced |
| NTB Financial Corp | 1,926 | $742.0K | 0.60% | +976+102.7% | Added |
| Balentine LLC | 1,928 | $743.0K | 0.03% | +270+16.3% | Added |
| WBH Advisory Inc | 1,850 | $745.0K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,588 | $745.0K | 0.04% | −97−5.8% | Reduced |
| La Financiere de L'Echiquier | 1,931 | $745.0K | 0.04% | +1,931 | New |
| Palisades Hudson Asset Management, L.P. | 1,956 | $754.0K | 0.42% | +5+0.3% | Added |
| Sentry Investment Management LLC | 1,959 | $755.0K | 0.34% | −306−13.5% | Reduced |
| Forbes J M & Co LLP | 1,963 | $757.0K | 0.11% | −47−2.3% | Reduced |
| Boston Family Office LLC | 1,964 | $757.0K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,943 | $757.0K | 0.03% | −35−1.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,970 | $759.0K | 0.04% | +19+1.0% | Added |
| Bayesian Capital Management, LP | 1,977 | $762.0K | 0.14% | +1,977 | New |
| McRae Capital Management Inc | 1,984 | $765.0K | 0.21% | +50+2.6% | Added |
| Capital Asset Advisory Services LLC | 1,991 | $767.0K | 0.08% | +525+35.8% | Added |
| Sunbelt Securities, Inc. | 2,016 | $777.0K | 0.16% | +9+0.4% | Added |
| Miracle Mile Advisors, LLC | 2,018 | $778.0K | 0.04% | −141−6.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,015 | $778.0K | 0.74% | +71+3.7% | Added |
| Main Street Research LLC | 2,026 | $781.0K | 0.20% | +1,588+362.6% | Added |
| De Burlo Group Inc | 2,026 | $781.0K | 0.22% | +2,026 | New |
| FSA Wealth Management LLC | 2,063 | $795.0K | 2.20% | −83−3.9% | Reduced |
| Brookstone Capital Management | 1,959 | $797.0K | 0.02% | +56+2.9% | Added |
| Pinnacle Associates Ltd | 2,089 | $805.0K | 0.02% | +479+29.8% | Added |
| Anchor Investment Management, LLC | 2,092 | $806.4K | 0.12% | +29+1.4% | Added |
| BSW Wealth Partners | 2,095 | $807.0K | 0.19% | −89−4.1% | Reduced |
| Benjamin Edwards Inc | 2,095 | $808.0K | 0.24% | +43+2.1% | Added |
| Lincoln National Corp | 2,097 | $808.0K | 0.02% | +163+8.4% | Added |
| American Portfolios Advisors | 2,100 | $809.5K | 0.03% | −36−1.7% | Reduced |
| Argent Trust Co | 2,103 | $810.0K | 0.06% | −221−9.5% | Reduced |
| Verition Fund Management LLC | 2,103 | $811.0K | 0.02% | −2,778−56.9% | Reduced |
| Personal Cfo Solutions, LLC | 2,110 | $813.0K | 0.19% | −357−14.5% | Reduced |
| Dakota Wealth Management | 2,110 | $814.0K | 0.08% | +1,480+234.9% | Added |
| Strategy Asset Managers LLC | 2,114 | $815.0K | 0.25% | −64−2.9% | Reduced |
| Legacy Advisors, LLC | 2,114 | $815.0K | 0.17% | +583+38.1% | Added |
| Catalyst Private Wealth, LLC | 2,122 | $818.0K | 0.58% | −296−12.2% | Reduced |
| Wade G W & Inc | 2,123 | $818.0K | 0.04% | +252+13.5% | Added |
| Next Century Growth Investors LLC | 2,131 | $821.0K | 0.11% | +7+0.3% | Added |
| Integrated Advisors Network LLC | 2,170 | $836.0K | 0.05% | +914+72.8% | Added |
| Banco Santander, S.A. | 2,173 | $838.0K | 0.01% | +2,173 | New |
| Ritholtz Wealth Management | 2,192 | $845.0K | 0.05% | +423+23.9% | Added |
| Moneta Group Investment Advisors LLC | 2,200 | $848.0K | 0.03% | +2,200 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,202 | $849.0K | 0.15% | +240+12.2% | Added |
| Krilogy Financial LLC | 2,227 | $858.0K | 0.10% | +43+2.0% | Added |
| Perigon Wealth Management, LLC | 2,259 | $871.0K | 0.07% | +320+16.5% | Added |
| Ashton Thomas Private Wealth, LLC | 2,277 | $877.5K | 0.09% | −1,185−34.2% | Reduced |
| Coastline Trust Co | 2,278 | $878.0K | 0.13% | −2,502−52.3% | Reduced |
| Garner Asset Management Corp | 2,279 | $879.0K | 0.39% | +131+6.1% | Added |
| Minot Wealth Management LLC | 2,286 | $881.0K | 0.23% | −1,434−38.5% | Reduced |
| Heartland Bank & Trust Co | 2,314 | $892.0K | 0.79% | +158+7.3% | Added |
| Cannell Peter B & Co Inc | 2,327 | $897.0K | 0.03% | −565−19.5% | Reduced |
| Evergreen Capital Management LLC | 2,332 | $899.0K | 0.05% | −1,128−32.6% | Reduced |
| Clearstead Advisors, LLC | 2,355 | $908.0K | 0.07% | +217+10.1% | Added |
| Horizon Investments, LLC | 2,363 | $909.0K | 0.03% | −1,180−33.3% | Reduced |
| Symmetry Partners, LLC | 2,358 | $909.0K | 0.06% | −118−4.8% | Reduced |
| Alpha DNA Investment Management LLC | 2,363 | $910.0K | 0.81% | +2,363 | New |
| ICONIQ Capital, LLC | 2,363 | $911.0K | 0.01% | −21−0.9% | Reduced |
| Nicolet Bankshares Inc | 2,413 | $930.0K | 0.24% | −19−0.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,412 | $930.0K | 1.02% | +53+2.2% | Added |
| Quadrant Capital Group LLC | 2,413 | $930.0K | 0.12% | +218+9.9% | Added |
| Cadence Bank NA | 2,427 | $936.0K | 0.30% | +390+19.1% | Added |
| Credential Qtrade Securities Inc. | 2,429 | $936.2K | 0.07% | +101+4.3% | Added |
| Hilltop Holdings Inc. | 2,453 | $945.0K | 0.13% | +32+1.3% | Added |
| Peak Asset Management, LLC | 2,464 | $950.0K | 0.26% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,451 | $952.0K | 0.01% | −3,882−61.3% | Reduced |
| Lifeworks Advisors, LLC | 2,476 | $954.0K | 0.60% | +380+18.1% | Added |
| Beacon Financial Advisory LLC | 2,497 | $962.0K | 0.55% | +10+0.4% | Added |
| Archford Capital Strategies, LLC | 2,499 | $963.0K | 0.24% | +243+10.8% | Added |
| Atria Wealth Solutions, Inc. | 2,501 | $964.0K | 0.02% | −3,887−60.8% | Reduced |
| Ativo Capital Management LLC | 2,525 | $973.0K | 0.66% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,593 | $1.00M | 0.05% | −260−9.1% | Reduced |
| Cipher Capital LP | 2,600 | $1.00M | 0.23% | +2,600 | New |
| Capricorn Fund Managers Ltd | 2,608 | $1.00M | 0.18% | −414−13.7% | Reduced |
| Gladius Capital Management LP | 2,611 | $1.01M | 0.22% | −1,824−41.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,633 | $1.01M | 0.10% | +1,479+128.2% | Added |
| Venturi Wealth Management, LLC | 2,639 | $1.02M | 0.09% | +49+1.9% | Added |
| AIA Group Ltd | 2,645 | $1.02M | 0.05% | −2,736−50.8% | Reduced |
| Mather Group, LLC. | 2,668 | $1.03M | 0.02% | +115+4.5% | Added |
| CWM, LLC | 2,682 | $1.03M | 0.01% | +1,122+71.9% | Added |
| Abacus Planning Group, Inc. | 2,690 | $1.04M | 0.31% | −41−1.5% | Reduced |
| Guardian Capital LP | 2,700 | $1.04M | 0.03% | +850+45.9% | Added |
| CenterBook Partners LP | 2,701 | $1.04M | 0.22% | +2,701 | New |
| Weatherly Asset Management L. P. | 2,705 | $1.04M | 0.15% | +80+3.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.05M | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 2,618 | $1.05M | 0.41% | −16−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,718 | $1.05M | 0.03% | +390+16.8% | Added |
| Segall Bryant & Hamill, LLC | 2,742 | $1.06M | 0.01% | +148+5.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,736 | $1.06M | 0.00% | −4,868−64.0% | Reduced |
| Knowledge Leaders Capital, LLC | 2,766 | $1.07M | 1.03% | −303−9.9% | Reduced |
| RB Capital Management, LLC | 2,772 | $1.07M | 0.40% | +101+3.8% | Added |
| Gateway Investment Advisers LLC | 2,805 | $1.08M | 0.01% | +269+10.6% | Added |
| Stamos Capital Partners, L.P. | 2,810 | $1.08M | 0.33% | +1,010+56.1% | Added |
| Ropes Wealth Advisors LLC | 2,825 | $1.09M | 0.22% | +25+0.9% | Added |
| Stratos Wealth Advisors, LLC | 2,838 | $1.09M | 0.10% | +1,111+64.3% | Added |
| Fund Management at Engine No. 1 LLC | 2,855 | $1.10M | 0.29% | +458+19.1% | Added |
| Consolidated Planning Corp | 2,854 | $1.10M | 0.34% | +2,854 | New |
| Scharf Investments, LLC | 2,894 | $1.12M | 0.04% | −150−4.9% | Reduced |