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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 957 | $369.0K | 0.15% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 953 | $367.0K | 0.20% | −14−1.4% | Reduced |
| Stevens Capital Management LP | 947 | $365.0K | 0.25% | +464+96.1% | Added |
| Journey Advisory Group, LLC | 813 | $364.0K | 0.08% | +21+2.7% | Added |
| West Family Investments, Inc. | 942 | $363.0K | 0.14% | +45+5.0% | Added |
| Resources Investment Advisors, LLC. | 940 | $362.0K | 0.02% | −99−9.5% | Reduced |
| Gill Capital Partners, LLC | 753 | $362.0K | 0.16% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 933 | $360.0K | 0.08% | −146−13.5% | Reduced |
| Okabena Investment Services Inc | 933 | $360.0K | 0.19% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 932 | $359.0K | 0.27% | −54−5.5% | Reduced |
| Evercore Wealth Management, LLC | 930 | $358.0K | 0.01% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 925 | $357.0K | 0.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 927 | $357.0K | 0.01% | +21+2.3% | Added |
| Keel Point, LLC | 746 | $357.0K | 0.06% | −131−14.9% | Reduced |
| Tradewinds, LLC. | 925 | $357.0K | 0.24% | +925 | New |
| Maven Securities LTD | 921 | $355.0K | 0.06% | +34+3.8% | Added |
| Regent Peak Wealth Advisors LLC | 921 | $355.0K | 0.12% | +40+4.5% | Added |
| Chesapeake Wealth Management | 918 | $354.0K | 0.15% | −15−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 917 | $353.0K | 0.13% | −189−17.1% | Reduced |
| ASB Consultores, LLC | 913 | $352.0K | 0.15% | −860−48.5% | Reduced |
| DRW Securities, LLC | 910 | $351.0K | 0.09% | +910 | New |
| Winthrop Advisory Group LLC | 909 | $350.0K | 0.08% | −14−1.5% | Reduced |
| Samalin Investment Counsel, LLC | 908 | $350.0K | 0.25% | +2+0.2% | Added |
| Meadow Creek Wealth Advisors LLC | 902 | $348.0K | 0.43% | −174−16.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $347.0K | 0.14% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 900 | $347.0K | 0.30% | 00.0% | Unchanged |
| Studio Investment Management LLC | 897 | $346.0K | 0.12% | +897 | New |
| GoalVest Advisory LLC | 863 | $345.0K | 0.22% | +422+95.7% | Added |
| Bragg Financial Advisors, Inc | 892 | $344.0K | 0.02% | −11−1.2% | Reduced |
| Childress Capital Advisors, LLC | 891 | $343.0K | 0.14% | +178+25.0% | Added |
| Alpha Omega Wealth Management LLC | 888 | $342.0K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 880 | $339.0K | 0.06% | −135−13.3% | Reduced |
| RHS Financial, LLC | 878 | $338.0K | 0.28% | +878 | New |
| Boenning & Scattergood, Inc. | 874 | $337.0K | 0.06% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 871 | $336.0K | 0.08% | +7+0.8% | Added |
| Pathway Financial Advisors LLC | 869 | $335.0K | 0.14% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 869 | $334.8K | 0.16% | +1+0.1% | Added |
| Jupiter Asset Management Ltd | 867 | $334.0K | 0.00% | −57,336−98.5% | Reduced |
| ICW Investment Advisors LLC | 866 | $334.0K | 0.21% | +3+0.3% | Added |
| Integrated Wealth Concepts LLC | 867 | $334.0K | 0.01% | +105+13.8% | Added |
| MONECO Advisors, LLC | 861 | $332.0K | 0.13% | −4−0.5% | Reduced |
| Graypoint LLC | 861 | $332.0K | 0.04% | +129+17.6% | Added |
| Geller Advisors LLC | 856 | $330.0K | 0.07% | +6+0.7% | Added |
| Sigma Planning Corp | 853 | $329.0K | 0.01% | +37+4.5% | Added |
| Hancock Whitney Corp | 852 | $328.0K | 0.01% | +11+1.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 841 | $328.0K | 0.06% | +27+3.3% | Added |
| Arkadios Wealth Advisors | 851 | $328.0K | 0.05% | +219+34.7% | Added |
| Kingsview Wealth Management, LLC | 839 | $323.0K | 0.02% | −35−4.0% | Reduced |
| Beaumont Financial Partners, LLC | 835 | $322.0K | 0.03% | −243−22.5% | Reduced |
| AdvisorNet Financial, Inc | 833 | $321.0K | 0.03% | −90−9.8% | Reduced |
| Avestar Capital, LLC | 831 | $320.0K | 0.09% | +130+18.5% | Added |
| Diversified Investment Strategies, LLC | 820 | $316.0K | 0.26% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 817 | $314.9K | 0.03% | 00.0% | Unchanged |
| Barings LLC | 815 | $314.0K | 0.01% | +4+0.5% | Added |
| Highland Private Wealth Management | 810 | $313.0K | 0.05% | −35−4.1% | Reduced |
| Caxton Associates LP | 810 | $312.0K | 0.04% | −1,873−69.8% | Reduced |
| Arrow Financial Corp | 810 | $312.0K | 0.04% | 00.0% | Unchanged |
| Baader Bank INC | 809 | $311.0K | 0.03% | +809 | New |
| Mason Investment Advisory Services, Inc. | 805 | $310.3K | 0.03% | +5+0.6% | Added |
| JJJ Advisors Inc. | 680 | $310.0K | 0.09% | −39−5.4% | Reduced |
| Bourne Lent Asset Management Inc | 803 | $309.0K | 0.12% | +1+0.1% | Added |
| Successful Portfolios LLC | 799 | $308.0K | 0.21% | −27−3.3% | Reduced |
| Elgethun Capital Management | 806 | $308.0K | 0.12% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 800 | $308.0K | 0.14% | 00.0% | Unchanged |
| Barbara Oil Co. | 800 | $308.0K | 0.16% | 00.0% | Unchanged |
| Veracity Capital LLC | 797 | $307.0K | 0.16% | −36−4.3% | Reduced |
| Essex Financial Services, Inc. | 797 | $307.0K | 0.03% | +101+14.5% | Added |
| Legacy Financial Advisors, Inc. | 796 | $307.0K | 0.08% | +330+70.8% | Added |
| Washington Trust Advisors, Inc. | 794 | $306.0K | 0.03% | −71−8.2% | Reduced |
| Tufton Capital Management | 795 | $306.0K | 0.06% | −40−4.8% | Reduced |
| Flputnam Investment Management Co | 792 | $305.0K | 0.01% | −203−20.4% | Reduced |
| Avenue 1 Advisors, LLC | 791 | $305.0K | 0.19% | −2−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 792 | $305.0K | 0.02% | +62+8.5% | Added |
| Brown Advisory Securities, LLC | 791 | $304.0K | 0.29% | −493−38.4% | Reduced |
| Oakworth Capital, Inc. | 788 | $304.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 790 | $304.0K | 0.05% | +129+19.5% | Added |
| Nations Financial Group Inc, | 779 | $300.0K | 0.04% | −67−7.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 779 | $300.0K | 0.07% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 772 | $298.0K | 0.30% | −135−14.9% | Reduced |
| Royal Fund Management, LLC | 774 | $298.0K | 0.05% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 770 | $297.0K | 0.04% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 725 | $294.0K | 0.06% | +5+0.7% | Added |
| Ifrah Financial Services, Inc. | 760 | $293.0K | 0.10% | −83−9.8% | Reduced |
| Grove Bank & Trust | 759 | $293.0K | 0.07% | −1−0.1% | Reduced |
| Orchard Capital Managment, LLC | 759 | $293.0K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 754 | $291.0K | 0.03% | −71−8.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 635 | $290.0K | 0.07% | −10−1.6% | Reduced |
| Summit Trail Advisors, LLC | 750 | $289.0K | 0.02% | −276−26.9% | Reduced |
| Aaron Wealth Advisors | 749 | $288.0K | 0.07% | −229,092−99.7% | Reduced |
| SeaCrest Wealth Management, LLC | 748 | $288.0K | 0.04% | −190−20.3% | Reduced |
| Stegent Equity Advisors, Inc. | 744 | $287.0K | 0.37% | −137−15.6% | Reduced |
| Comerica Securities,inc. | 744 | $287.0K | 0.02% | −18−2.4% | Reduced |
| Kaizen Financial Strategies | 745 | $287.0K | 0.28% | −9−1.2% | Reduced |
| Thomasville National Bank | 738 | $284.0K | 0.03% | −18−2.4% | Reduced |
| Fishman Jay A Ltd | 732 | $282.1K | 0.04% | 00.0% | Unchanged |
| Family Firm, Inc. | 730 | $281.0K | 0.08% | +1+0.1% | Added |
| Grandfield & Dodd, LLC | 723 | $280.0K | 0.02% | −20−2.7% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $279.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 724 | $279.0K | 0.11% | +724 | New |
| Planned Solutions, Inc. | 722 | $278.0K | 0.27% | −110−13.2% | Reduced |