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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 1,900 | $732.0K | 0.03% | +1,900 | New |
| Connolly Sarah T. | 1,895 | $730.0K | 0.50% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,883 | $726.0K | 0.02% | +173+10.1% | Added |
| Sargent Investment Group, LLC | 1,880 | $725.0K | 0.22% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,874 | $723.0K | 0.03% | −2,736−59.3% | Reduced |
| Plimoth Trust Co LLC | 1,855 | $715.0K | 0.23% | −102−5.2% | Reduced |
| Stansberry Asset Management, LLC | 1,824 | $703.0K | 0.15% | −69−3.6% | Reduced |
| Kensington Investment Counsel, LLC | 1,822 | $702.0K | 0.60% | −40−2.1% | Reduced |
| IFP Advisors, Inc | 7,957 | $701.0K | 0.02% | −9,199−53.6% | Reduced |
| Pettee Investors, Inc. | 1,809 | $697.0K | 0.35% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,792 | $691.0K | 0.08% | +488+37.4% | Added |
| Quent Capital, LLC | 1,788 | $689.0K | 0.15% | −9,177−83.7% | Reduced |
| PAX Financial Group, LLC | 1,762 | $679.0K | 0.17% | +288+19.5% | 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 |
| Red Spruce Capital, LLC | 1,749 | $674.0K | 0.45% | +47+2.8% | 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 |
| Waldron Private Wealth LLC | 1,737 | $669.0K | 0.04% | +117+7.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,731 | $667.0K | 0.33% | −23−1.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,728 | $666.0K | 0.00% | −100−5.5% | Reduced |
| Monetary Management Group Inc | 1,725 | $665.0K | 0.21% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,722 | $664.0K | 0.19% | +1,722 | New |
| Sustainable Insight Capital Management, LLC | 1,556 | $660.0K | 0.66% | −69−4.2% | Reduced |
| SRN Advisors, LLC | 1,710 | $659.1K | 0.46% | −278−14.0% | Reduced |
| Liberty Wealth Management LLC | 1,709 | $659.0K | 0.27% | +2+0.1% | Added |
| GeoWealth Management, LLC | 1,707 | $658.0K | 0.09% | −151−8.1% | Reduced |
| Natixis Investment Managers International | 1,695 | $653.0K | 0.01% | +44+2.7% | Added |
| Citizens National Bank Trust Department | 1,680 | $648.0K | 0.19% | +905+116.8% | Added |
| Parthenon LLC | 1,675 | $646.0K | 0.11% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,654 | $644.0K | 0.08% | −68−3.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,657 | $639.0K | 0.13% | +264+19.0% | Added |
| Compagnie Lombard Odier SCmA | 1,650 | $636.0K | 0.02% | −1,830−52.6% | Reduced |
| Sawtooth Solutions, LLC | 1,649 | $635.0K | 0.08% | +397+31.7% | Added |
| Optas, LLC | 1,648 | $634.0K | 0.26% | +38+2.4% | Added |
| United Bank | 1,642 | $633.0K | 0.09% | 00.0% | Unchanged |
| Family Legacy, Inc. | 1,634 | $631.0K | 0.30% | +148+10.0% | Added |
| 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 |
| Lombard Odier Asset Management (Switzerland) SA | 1,629 | $628.0K | 0.05% | +1,629 | New |
| Axiom Advisory, LLC | 1,623 | $626.0K | 0.69% | +717+79.1% | Added |
| Virtus ETF Advisers LLC | 1,617 | $623.0K | 0.23% | +1,617 | New |
| Proffitt & Goodson Inc | 1,611 | $621.0K | 0.13% | +1,611 | New |
| First Commonwealth Financial Corp | 1,608 | $620.0K | 0.23% | +60+3.9% | Added |
| First Financial Bank - Trust Division | 1,607 | $619.0K | 0.08% | +7+0.4% | 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 |
| 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 |
| Intersect Capital LLC | 1,583 | $610.0K | 0.18% | −107−6.3% | Reduced |
| 55I, LLC | 1,564 | $603.0K | 0.02% | +1,564 | 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 |
| 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 |
| HBK Sorce Advisory LLC | 1,539 | $593.0K | 0.04% | +344+28.8% | Added |
| Inverness Counsel LLC | 1,532 | $590.0K | 0.03% | −5−0.3% | Reduced |
| 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 |
| K.J. Harrison & Partners Inc | 1,522 | $587.0K | 0.16% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,519 | $585.0K | 0.01% | +4+0.3% | Added |
| Pinnacle Financial Partners Inc | 1,514 | $584.0K | 0.02% | +2+0.1% | Added |
| Applied Research Investments, LLC | 1,510 | $582.0K | 2.57% | −172−10.2% | Reduced |
| Americana Partners, LLC | 1,512 | $580.0K | 0.10% | −480−24.1% | Reduced |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 1,483 | $572.0K | 0.09% | +1,101+288.2% | Added |
| Baldwin Brothers Inc | 1,458 | $562.0K | 0.07% | 00.0% | Unchanged |
| Haverford Trust Co | 1,455 | $561.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,223 | $558.0K | 0.02% | −55−4.3% | Reduced |
| Spinnaker Trust | 1,439 | $555.0K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,432 | $552.0K | 0.18% | +49+3.5% | Added |
| Concentric Wealth Management, LLC | 1,430 | $551.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| 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 |
| Conestoga Capital Advisors, LLC | 1,400 | $540.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,389 | $535.0K | 0.01% | +551+65.8% | Added |
| ETF Managers Group, LLC | 1,370 | $534.0K | 0.02% | −451−24.8% | Reduced |
| Ballentine Partners, LLC | 1,383 | $533.0K | 0.02% | +141+11.4% | Added |
| Eqis Capital Management, Inc. | 1,379 | $531.7K | 0.06% | −200−12.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,371 | $528.0K | 0.12% | −238−14.8% | Reduced |
| 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 |
| 1st Source Bank | 1,364 | $526.0K | 0.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 1,358 | $523.0K | 0.07% | +1,358 | New |
| Alta Wealth Advisors LLC | 1,343 | $521.0K | 0.36% | −15−1.1% | 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 |
| Spire Wealth Management | 1,347 | $519.0K | 0.02% | −653−32.7% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $518.0K | 0.06% | 00.0% | Unchanged |