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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Harbor Group, Inc. | 1,329 | $512.0K | 0.38% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,324 | $510.0K | 0.01% | +17+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,319 | $509.0K | 0.07% | +1,319 | New |
| 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 |
| BIT Capital GmbH | 1,309 | $504.5K | 0.07% | +1,253+2,237.5% | 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 |
| Pittenger & Anderson Inc | 1,303 | $502.0K | 0.03% | +446+52.0% | Added |
| Orion Portfolio Solutions, LLC | 1,290 | $497.0K | 0.02% | −21−1.6% | Reduced |
| Gilbert & Cook, Inc. | 1,286 | $496.0K | 0.09% | −386−23.1% | Reduced |
| Freestone Capital Holdings, LLC | 1,283 | $495.0K | 0.02% | −942−42.3% | Reduced |
| Ground Swell Capital, LLC | 1,274 | $491.0K | 0.90% | +1,274 | New |
| 17 Capital Partners, LLC | 1,270 | $490.0K | 0.62% | +1,270 | New |
| First National Trust Co | 1,259 | $485.0K | 0.03% | −57−4.3% | Reduced |
| KMG Fiduciary Partners, LLC | 1,257 | $484.0K | 0.09% | −100−7.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,254 | $483.0K | 0.30% | −4−0.3% | Reduced |
| 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 |
| 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 |
| MUFG Americas Holdings Corp | 1,239 | $478.0K | 0.01% | +800+182.2% | Added |
| Sand Hill Global Advisors, LLC | 1,234 | $476.0K | 0.03% | −25−2.0% | Reduced |
| North Star Investment Management Corp. | 1,230 | $474.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Dorsey & Whitney Trust CO LLC | 1,224 | $472.0K | 0.05% | +164+15.5% | Added |
| Parsec Financial Management, Inc. | 1,218 | $469.0K | 0.02% | −17−1.4% | Reduced |
| Buckingham Strategic Partners | 1,214 | $468.0K | 0.04% | +1,214 | New |
| SS&H Financial Advisors, Inc. | 1,208 | $466.0K | 0.22% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,207 | $465.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Reynders McVeigh Capital Management, LLC | 1,200 | $462.0K | 0.03% | −53−4.2% | Reduced |
| Advisory Resource Group | 1,197 | $461.0K | 0.15% | +388+48.0% | Added |
| Amica Retiree Medical Trust | 1,194 | $460.0K | 0.52% | −375−23.9% | 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 |
| Modera Wealth Management, LLC | 1,176 | $453.0K | 0.02% | −134−10.2% | Reduced |
| Trellis Advisors, LLC | 1,169 | $451.0K | 0.25% | +11+0.9% | Added |
| Geneos Wealth Management Inc. | 1,153 | $447.0K | 0.02% | +111+10.7% | Added |
| Wealth Management Associates, Inc. | 1,150 | $443.3K | 0.30% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,150 | $443.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Truvestments Capital LLC | 1,139 | $439.0K | 0.26% | −29−2.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,136 | $438.0K | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,128 | $434.0K | 0.04% | −2,348−67.5% | Reduced |
| Brighton Jones LLC | 1,123 | $433.0K | 0.03% | −79−6.6% | Reduced |
| GraniteShares Advisors LLC | 1,119 | $431.0K | 0.32% | −164−12.8% | Reduced |
| Whalerock Point Partners, LLC | 1,115 | $430.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Haverford Financial Services, Inc. | 1,110 | $428.0K | 0.12% | +1,110 | New |
| Cetera Advisors LLC | 1,108 | $427.0K | 0.01% | −77−6.5% | Reduced |
| Principle Wealth Partners LLC | 1,102 | $425.0K | 0.05% | −200−15.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,100 | $424.0K | 0.09% | +350+46.7% | Added |
| Chicago Trust Co NA | 1,089 | $420.0K | 0.11% | −5−0.5% | Reduced |
| RMR Wealth Builders | 1,088 | $419.0K | 0.10% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,082 | $417.0K | 0.00% | −723−40.1% | Reduced |
| Transform Wealth, LLC | 1,058 | $408.0K | 0.06% | −126−10.6% | Reduced |
| 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 |
| Level Four Advisory Services, LLC | 1,049 | $404.0K | 0.04% | +7+0.7% | 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 |
| Magnus Financial Group LLC | 1,037 | $400.0K | 0.07% | +8+0.8% | Added |
| Wharton Business Group, LLC | 1,035 | $399.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Wealth Architects, LLC | 1,021 | $394.0K | 0.08% | −22−2.1% | Reduced |
| Camden Capital, LLC | 1,017 | $392.0K | 0.10% | −89−8.0% | Reduced |
| Tiemann Investment Advisors, LLC | 1,011 | $390.0K | 0.21% | +80+8.6% | Added |
| Wealth Alliance | 1,010 | $389.0K | 0.07% | +15+1.5% | Added |
| 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 |
| Caldwell Trust Co | 999 | $385.1K | 0.05% | 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 |
| 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 989 | $381.0K | 0.02% | +91+10.1% | Added |
| QVR LLC | 982 | $379.0K | 0.30% | +982 | New |
| 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 |
| Tolleson Wealth Management, Inc. | 969 | $373.0K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 964 | $372.0K | 0.04% | −25−2.5% | Reduced |
| New Millennium Group LLC | 955 | $369.0K | 0.38% | −236−19.8% | Reduced |