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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 718 | $277.0K | 0.30% | +65+10.0% | Added |
| Bernardo Wealth Planning LLC | 718 | $276.0K | 0.16% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 713 | $275.0K | 0.05% | −193−21.3% | Reduced |
| TCWP LLC | 716 | $275.0K | 0.06% | −36−4.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 713 | $275.0K | 0.02% | +22+3.2% | Added |
| Wall Street Access Asset Management, LLC | 716 | $275.0K | 0.14% | +716 | New |
| Glen Eagle Advisors, LLC | 711 | $274.1K | 0.07% | −73−9.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 710 | $274.0K | 0.06% | +27+4.0% | Added |
| Riverview Trust Co | 705 | $272.0K | 0.24% | +10+1.4% | Added |
| PDS Planning, Inc | 706 | $272.0K | 0.05% | +180+34.2% | Added |
| Capital Investment Counsel, Inc | 700 | $270.0K | 0.07% | −175−20.0% | Reduced |
| FinTrust Capital Advisors, LLC | 622 | $270.0K | 0.07% | +17+2.8% | Added |
| Intact Investment Management Inc. | 700 | $270.0K | 0.01% | +700 | New |
| Plancorp, LLC | 697 | $269.0K | 0.02% | −7−1.0% | Reduced |
| Oxbow Advisors, LLC | 697 | $269.0K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 695 | $268.0K | 0.20% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 694 | $267.0K | 0.00% | +89+14.7% | Added |
| Resources Management Corp | 690 | $266.0K | 0.04% | −5−0.7% | Reduced |
| Teza Capital Management LLC | 686 | $264.0K | 0.10% | +686 | New |
| We Are One Seven, LLC | 682 | $263.0K | 0.04% | −32−4.5% | Reduced |
| WP Advisors, LLC | 681 | $263.0K | 0.11% | +681 | New |
| Virtue Capital Management, LLC | 679 | $262.0K | 0.04% | −6,924−91.1% | Reduced |
| Abbrea Capital, LLC | 681 | $262.0K | 0.04% | −70−9.3% | Reduced |
| DF Dent & Co Inc | 678 | $261.0K | 0.00% | +117+20.9% | Added |
| Monument Capital Management | 678 | $261.0K | 0.10% | +678 | New |
| John G Ullman & Associates Inc | 675 | $260.0K | 0.04% | 00.0% | Unchanged |
| St. Louis Trust Co | 674 | $260.0K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 673 | $259.0K | 0.01% | −16−2.3% | Reduced |
| Great Diamond Partners, LLC | 668 | $257.0K | 0.09% | −25−3.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 668 | $257.0K | 0.08% | −20−2.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 667 | $257.0K | 0.04% | 00.0% | Unchanged |
| Concentrum Wealth Management | 665 | $256.0K | 0.21% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 663 | $256.0K | 0.02% | +50+8.2% | Added |
| Gsa Capital Partners LLP | 656 | $253.0K | 0.04% | +656 | New |
| 180 Wealth Advisors, LLC | 647 | $251.0K | 0.06% | −297−31.5% | Reduced |
| Apeiron RIA LLC | 761 | $251.0K | 0.50% | +245+47.5% | Added |
| Legacy Wealth Management, LLC | 650 | $250.5K | 0.15% | 00.0% | Unchanged |
| First Affirmative Financial Network | 648 | $250.0K | 0.28% | −1−0.2% | Reduced |
| Interchange Capital Partners, LLC | 646 | $249.0K | 0.28% | +114+21.4% | Added |
| Axxcess Wealth Management, LLC | 642 | $247.0K | 0.02% | −1,581−71.1% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $247.0K | 0.28% | 00.0% | Unchanged |
| MJP Associates Inc | 642 | $247.0K | 0.07% | +22+3.5% | Added |
| Camden National Bank | 637 | $246.0K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 630 | $243.0K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 630 | $242.8K | 0.03% | +155+32.6% | Added |
| NorthRock Partners, LLC | 626 | $241.0K | 0.03% | −235−27.3% | Reduced |
| Alera Investment Advisors, LLC | 622 | $240.0K | 0.07% | +622 | New |
| Guyasuta Investment Advisors Inc | 621 | $239.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 621 | $239.0K | 0.02% | +1+0.2% | Added |
| Neo Ivy Capital Management | 622 | $239.0K | 0.64% | +622 | New |
| Moors & Cabot, Inc. | 617 | $238.0K | 0.02% | +6+1.0% | Added |
| Commons Capital, LLC | 616 | $237.0K | 0.36% | +1+0.2% | Added |
| TCTC Holdings, LLC | 611 | $235.0K | 0.01% | +2+0.3% | Added |
| Southern Capital Advisors, LLC | 608 | $234.0K | 0.19% | +1+0.2% | Added |
| Heritage Wealth Advisors | 604 | $233.0K | 0.02% | +336+125.4% | Added |
| Swarthmore Group Inc | 601 | $232.0K | 0.09% | −7,772−92.8% | Reduced |
| TRUE Private Wealth Advisors | 603 | $232.0K | 0.03% | −112−15.7% | Reduced |
| Gouws Capital LLC | 600 | $231.0K | 0.22% | −200−25.0% | Reduced |
| Westwood Management Corp | 600 | $231.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 600 | $231.0K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $231.0K | 0.11% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $231.0K | 0.25% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 600 | $231.0K | 0.14% | 00.0% | Unchanged |
| Columbia Asset Management | 600 | $231.0K | 0.06% | +600 | New |
| Synergy Financial Group, LTD | 596 | $230.0K | 0.36% | −42−6.6% | Reduced |
| Diversified Portfolios, Inc. | 595 | $229.0K | 0.06% | −178−23.0% | Reduced |
| Emerald Advisers, LLC | 595 | $229.0K | 0.01% | −15−2.5% | Reduced |
| Cooper Financial Group | 593 | $229.0K | 0.08% | +82+16.0% | Added |
| Vantage Consulting Group Inc | 594 | $229.0K | 0.13% | +101+20.5% | Added |
| Syntax Advisors, LLC | 594 | $229.0K | 0.19% | +101+20.5% | Added |
| B. Riley Wealth Management, Inc. | 591 | $228.0K | 0.02% | −40−6.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 586 | $226.0K | 0.01% | −145−19.8% | Reduced |
| Concord Wealth Partners | 586 | $226.0K | 0.06% | +383+188.7% | Added |
| Corundum Group, Inc. | 585 | $225.0K | 0.15% | +41+7.5% | Added |
| M Holdings Securities, Inc. | 580 | $224.0K | 0.02% | −14−2.4% | Reduced |
| Cedar Mountain Advisors, LLC | 577 | $223.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $223.0K | 0.07% | +112+24.0% | Added |
| Valeo Financial Advisors, LLC | 577 | $222.0K | 0.01% | −186−24.4% | Reduced |
| Warren Averett Asset Management, LLC | 576 | $222.0K | 0.02% | +18+3.2% | Added |
| Eagle Ridge Investment Management | 575 | $222.0K | 0.03% | +575 | New |
| KCM Investment Advisors LLC | 570 | $220.0K | 0.01% | −329−36.6% | Reduced |
| Wade Financial Advisory, Inc | 572 | $220.0K | 0.10% | −29−4.8% | Reduced |
| Bell Bank | 567 | $219.0K | 0.03% | +567 | New |
| Echo45 Advisors LLC | 563 | $217.0K | 0.21% | −132−19.0% | Reduced |
| Jackson Square Capital, LLC | 560 | $216.0K | 0.09% | −212−27.5% | Reduced |
| West Coast Financial LLC | 559 | $216.0K | 0.04% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 559 | $215.0K | 0.20% | +27+5.1% | Added |
| One Capital Management, LLC | 556 | $214.0K | 0.01% | −45−7.5% | Reduced |
| LifeSteps Financial, Inc. | 554 | $214.0K | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 554 | $213.0K | 0.02% | −10−1.8% | Reduced |
| Ascent Group, LLC | 467 | $213.0K | 0.03% | +467 | New |
| Sunflower Bank, N.A. | 548 | $212.0K | 0.04% | −112−17.0% | Reduced |
| New England Research & Management, Inc. | 550 | $212.0K | 0.12% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 546 | $210.0K | 0.01% | +546 | New |
| Bordeaux Wealth Advisors LLC | 545 | $210.0K | 0.14% | +545 | New |
| High Falls Advisors, Inc | 534 | $206.0K | 0.06% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 500 | $205.0K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 530 | $205.0K | 0.06% | +424+400.0% | Added |
| Fox Run Management, L.L.C. | 530 | $204.0K | 0.10% | +530 | New |
| Lakeview Capital Partners, LLC | 526 | $203.0K | 0.12% | 00.0% | Unchanged |