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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 2,918 | $1.13M | 0.13% | +4+0.1% | Added |
| Moody National Bank Trust Division | 2,920 | $1.13M | 0.12% | +2,920 | New |
| Capital Investment Advisors, LLC | 2,926 | $1.13M | 0.04% | −4−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,478 | $1.13M | 0.11% | +133+5.7% | Added |
| Waycross Partners, LLC | 2,950 | $1.14M | 0.75% | +800+37.2% | Added |
| Elmwood Wealth Management, Inc. | 2,974 | $1.15M | 0.65% | −50−1.7% | Reduced |
| Trust Asset Management LLC | 2,979 | $1.15M | 0.16% | +207+7.5% | Added |
| Jag Capital Management, LLC | 2,979 | $1.15M | 0.14% | +314+11.8% | Added |
| Avantax Planning Partners, Inc. | 2,987 | $1.15M | 0.05% | +1,208+67.9% | Added |
| Schechter Investment Advisors, LLC | 3,024 | $1.17M | 0.11% | +172+6.0% | Added |
| Symphony Financial, Ltd. Co. | 3,007 | $1.17M | 0.35% | −21−0.7% | Reduced |
| Sofos Investments, Inc. | 4,810 | $1.17M | 0.11% | +352+7.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,056 | $1.18M | 0.07% | −508−14.3% | Reduced |
| Johnson Investment Counsel Inc | 3,061 | $1.18M | 0.02% | −2−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,068 | $1.18M | 0.13% | −358−10.4% | Reduced |
| Vista Wealth Management Group, LLC | 3,088 | $1.18M | 0.17% | +28+0.9% | Added |
| Donoghue Forlines LLC | 3,126 | $1.21M | 0.32% | −376−10.7% | Reduced |
| Cetera Investment Advisers | 3,148 | $1.21M | 0.02% | −79−2.4% | Reduced |
| REDW Wealth LLC | 3,168 | $1.22M | 0.45% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,188 | $1.23M | 0.36% | −44−1.4% | Reduced |
| Dohj, LLC | 3,205 | $1.24M | 0.70% | +25+0.8% | Added |
| Diversified Trust Co | 3,224 | $1.24M | 0.05% | −369−10.3% | Reduced |
| Pegasus Partners Ltd. | 3,243 | $1.25M | 0.26% | +90+2.9% | Added |
| Ellis Investment Partners, LLC | 3,308 | $1.27M | 0.34% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,308 | $1.27M | 0.03% | +169+5.4% | Added |
| CIBC World Markets Inc. | 3,312 | $1.28M | 0.01% | −1,799−35.2% | Reduced |
| Roberts Glore & Co Inc | 3,339 | $1.29M | 0.43% | −25−0.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,349 | $1.29M | 0.63% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,349 | $1.29M | 0.28% | +3,349 | New |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.29M | 1.69% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,366 | $1.30M | 0.05% | +490+17.0% | Added |
| Eads & Heald Wealth Management | 3,384 | $1.30M | 0.70% | −18−0.5% | Reduced |
| HighPoint Advisor Group LLC | 3,227 | $1.31M | 0.14% | +3,227 | New |
| Duncker Streett & Co Inc | 3,414 | $1.32M | 0.32% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 3,417 | $1.32M | 0.46% | −180−5.0% | Reduced |
| WT Wealth Management | 3,421 | $1.32M | 0.65% | −242−6.6% | Reduced |
| Aigen Investment Management, LP | 3,422 | $1.32M | 0.22% | +3,422 | New |
| Stephens Inc | 3,430 | $1.32M | 0.03% | +414+13.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,441 | $1.33M | 0.41% | −226−6.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,476 | $1.34M | 0.06% | +2,726+363.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,483 | $1.34M | 0.13% | −95−2.7% | Reduced |
| Trexquant Investment LP | 3,486 | $1.34M | 0.06% | +3,486 | New |
| Sendero Wealth Management, LLC | 44,388 | $1.35M | 1.30% | +41,664+1,529.5% | Added |
| Ziegler Capital Management, LLC | 3,500 | $1.35M | 0.06% | +3,500 | New |
| Jacobi Capital Management LLC | 3,513 | $1.35M | 0.18% | −181−4.9% | Reduced |
| Engineers Gate Manager LP | 3,519 | $1.36M | 0.05% | −30,800−89.7% | Reduced |
| AtonRa Partners | 3,518 | $1.36M | 1.25% | −2,009−36.3% | Reduced |
| Cigna Investments Inc | 3,566 | $1.37M | 0.28% | −1,266−26.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,576 | $1.38M | 0.20% | +876+32.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.39M | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,616 | $1.39M | 0.14% | +383+11.8% | Added |
| LMR Partners LLP | 3,626 | $1.40M | 0.03% | +3,626 | New |
| Ninety One SA (PTY) Ltd | 3,642 | $1.40M | 0.50% | +1,003+38.0% | Added |
| Azzad Asset Management Inc | 4,511 | $1.40M | 0.14% | +3,751+493.6% | Added |
| Two Sigma Securities, LLC | 3,672 | $1.42M | 0.25% | +2,219+152.7% | Added |
| Willow Creek Wealth Management Inc. | 3,695 | $1.42M | 0.26% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,694 | $1.42M | 0.19% | +3,694 | New |
| Mount Yale Investment Advisors, LLC | 3,697 | $1.43M | 0.18% | −51−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,700 | $1.43M | 0.36% | +40+1.1% | Added |
| Merit Financial Group, LLC | 3,699 | $1.43M | 0.05% | +3,162+588.8% | Added |
| Tokio Marine Asset Management Co Ltd | 3,708 | $1.43M | 0.13% | +663+21.8% | Added |
| Albion Financial Group | 3,713 | $1.43M | 0.14% | +48+1.3% | Added |
| Mission Wealth Management, LP | 3,725 | $1.44M | 0.08% | +561+17.7% | Added |
| Gyon Technologies Capital Management, LP | 3,772 | $1.45M | 0.41% | +3,772 | New |
| Coldstream Capital Management Inc | 3,779 | $1.46M | 0.06% | +1,083+40.2% | Added |
| Bridgeway Capital Management, LLC | 3,800 | $1.47M | 0.03% | −4,330−53.3% | Reduced |
| Perpetual Investment Management Ltd | 3,800 | $1.47M | 0.21% | +1,100+40.7% | Added |
| OPSEU Pension Plan Trust Fund | 3,876 | $1.47M | 0.37% | +1,137+41.5% | Added |
| Inlet Private Wealth, LLC | 3,828 | $1.48M | 0.42% | 00.0% | Unchanged |
| Burney Co | 3,837 | $1.48M | 0.08% | +3,019+369.1% | Added |
| Desjardins Global Asset Management Inc. | 3,887 | $1.50M | 0.20% | +662+20.5% | Added |
| FDx Advisors, Inc. | 3,908 | $1.51M | 0.06% | +192+5.2% | Added |
| Avalon Investment & Advisory | 3,926 | $1.51M | 0.04% | −214−5.2% | Reduced |
| Chesley Taft & Associates LLC | 3,925 | $1.51M | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,945 | $1.52M | 0.03% | +6+0.2% | Added |
| MV Capital Management, Inc. | 3,946 | $1.52M | 0.26% | −5−0.1% | Reduced |
| Altium Wealth Management LLC | 3,953 | $1.52M | 0.11% | +391+11.0% | Added |
| Algert Global LLC | 3,961 | $1.53M | 0.11% | +240+6.4% | Added |
| Stiles Financial Services Inc | 3,995 | $1.54M | 0.93% | +18+0.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.54M | 0.50% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 4,000 | $1.54M | 0.21% | +3,182+389.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 4,036 | $1.56M | 0.18% | +282+7.5% | Added |
| Brown Brothers Harriman & Co | 4,123 | $1.59M | 0.01% | +282+7.3% | Added |
| Silicon Valley Capital Partners | 4,156 | $1.60M | 0.33% | −355−7.9% | Reduced |
| CAPROCK Group, Inc. | 4,158 | $1.60M | 0.16% | +165+4.1% | Added |
| Personal Capital Advisors Corp | 4,163 | $1.60M | 0.01% | −504−10.8% | Reduced |
| CX Institutional | 4,190 | $1.61M | 0.12% | +622+17.4% | Added |
| Wealthsource Partners, LLC | 4,195 | $1.62M | 0.12% | −20.0% | Reduced |
| Novare Capital Management LLC | 4,203 | $1.62M | 0.20% | −120−2.8% | Reduced |
| Harfst & Associates, Inc. | 4,207 | $1.62M | 0.46% | +308+7.9% | Added |
| Blueshift Asset Management, LLC | 4,228 | $1.63M | 0.27% | +1,959+86.3% | Added |
| Change Path, LLC | 4,242 | $1.64M | 0.09% | +398+10.4% | Added |
| Boston Financial Mangement LLC | 4,311 | $1.66M | 0.07% | +83+2.0% | Added |
| Arabesque Asset Management Ltd | 4,330 | $1.67M | 0.88% | −682−13.6% | Reduced |
| Scott & Selber, Inc. | 4,330 | $1.67M | 0.76% | −42−1.0% | Reduced |
| Cohen Capital Management, Inc. | 4,340 | $1.67M | 0.34% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4,380 | $1.69M | 0.99% | +732+20.1% | Added |
| Paloma Partners Management Co | 4,396 | $1.69M | 0.17% | −846−16.1% | Reduced |
| Kempen Capital Management N.V. | 4,399 | $1.70M | 0.06% | +446+11.3% | Added |
| EFG Asset Management (North America) Corp. | 4,412 | $1.70M | 0.36% | −1,498−25.3% | Reduced |