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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 526 | $203.0K | 0.02% | +117+28.6% | Added |
| Eagle Strategies LLC | 523 | $202.0K | 0.07% | −87−14.3% | Reduced |
| Ssi Investment Management LLC | 518 | $201.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 520 | $200.0K | 0.30% | −169−24.5% | Reduced |
| Howe & Rusling Inc | 512 | $197.0K | 0.02% | +12+2.4% | Added |
| Prospera Financial Services Inc | 507 | $196.0K | 0.01% | −1,112−68.7% | Reduced |
| Centaurus Financial, Inc. | 486 | $187.0K | 0.02% | +104+27.2% | Added |
| EverSource Wealth Advisors, LLC | 478 | $184.0K | 0.05% | +296+162.6% | Added |
| Capitolis Advisors LLC | 474 | $183.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 466 | $180.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 457 | $176.0K | 0.01% | −79−14.7% | Reduced |
| Rosenberg Matthew Hamilton | 442 | $172.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 416 | $161.0K | 0.13% | −92−18.1% | Reduced |
| Trustcore Financial Services, LLC | 414 | $160.0K | 0.01% | +15+3.8% | Added |
| Harbor Capital Advisors, Inc. | 416 | $160.0K | 0.12% | +84+25.3% | Added |
| Venture Visionary Partners LLC | 409 | $157.6K | 0.01% | +409 | New |
| Fieldpoint Private Securities, LLC | 408 | $157.0K | 0.05% | +219+115.9% | Added |
| Fortis Advisors, LLC | 400 | $154.0K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 394 | $152.0K | 0.01% | +8+2.1% | Added |
| Atticus Wealth Management, LLC | 395 | $152.0K | 0.06% | +133+50.8% | Added |
| Seldon Capital LP | 378 | $146.0K | 0.08% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 379 | $146.0K | 0.21% | +27+7.7% | Added |
| Glassman Wealth Services | 378 | $146.0K | 0.03% | +111+41.6% | Added |
| WR Wealth Planners, LLC | 373 | $143.8K | 0.09% | +373 | New |
| Vigilant Capital Management, LLC | 361 | $139.0K | 0.01% | +237+191.1% | Added |
| CVA Family Office, LLC | 346 | $133.0K | 0.04% | −50−12.6% | Reduced |
| Harbor Investment Advisory, LLC | 346 | $133.0K | 0.02% | +150+76.5% | Added |
| BerganKDV Wealth Management, LLC | 343 | $132.0K | 0.02% | −19−5.2% | Reduced |
| KB Financial Partners, LLC | 342 | $132.0K | 0.05% | +27+8.6% | Added |
| Islay Capital Management, LLC | 325 | $125.0K | 0.13% | +120+58.5% | Added |
| Ronald Blue Trust, Inc. | 260 | $125.0K | 0.00% | +260 | New |
| Belpointe Asset Management LLC | 317 | $122.0K | 0.01% | +317 | New |
| Crewe Advisors LLC | 309 | $119.0K | 0.03% | +247+398.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 296 | $114.0K | 0.07% | +96+48.0% | Added |
| Cedar Wealth Management, LLC | 290 | $112.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 285 | $110.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 278 | $107.0K | 0.00% | +38+15.8% | Added |
| Carolinas Wealth Consulting LLC | 273 | $105.0K | 0.03% | +51+23.0% | Added |
| Jones Financial Companies LLLP | 253 | $98.0K | 0.00% | −6−2.3% | Reduced |
| Hexagon Capital Partners LLC | 254 | $98.0K | 0.03% | +22+9.5% | Added |
| Harbour Investments, Inc. | 250 | $96.0K | 0.01% | +250 | New |
| NuWave Investment Management, LLC | 247 | $95.0K | 0.13% | −579−70.1% | Reduced |
| Catalyst Capital Advisors LLC | 226 | $87.0K | 0.00% | +31+15.9% | Added |
| C M Bidwell & Associates Ltd | 222 | $86.0K | 0.07% | +222 | New |
| Cambridge Trust Co | 219 | $84.0K | 0.00% | −977−81.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 205 | $79.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 205 | $79.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 202 | $78.0K | 0.00% | +47+30.3% | Added |
| Teramo Advisors, LLC | 200 | $77.0K | 0.05% | +200 | New |
| Birch Capital Management, LLC | 197 | $75.9K | 0.05% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 194 | $75.0K | 0.05% | +12+6.6% | Added |
| Sutton Wealth Advisors Inc. | 194 | $74.8K | 0.03% | −14−6.7% | Reduced |
| United Community Bank | 192 | $74.0K | 0.08% | +25+15.0% | Added |
| Versant Capital Management, Inc | 190 | $73.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 187 | $72.0K | 0.02% | +114+156.2% | Added |
| Money Concepts Capital Corp | 181 | $70.0K | 0.01% | −1,925−91.4% | Reduced |
| Lumature Wealth Partners, LLC | 180 | $69.0K | 0.03% | −1,545−89.6% | Reduced |
| State of Wyoming | 177 | $68.0K | 0.04% | −298−62.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 177 | $68.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 174 | $67.0K | 0.01% | +22+14.5% | Added |
| Atlas Capital Advisors LLC | 168 | $64.8K | 0.01% | +150+833.3% | Added |
| Farmers & Merchants Investments Inc | 150 | $58.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $58.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $58.0K | 0.02% | +151 | New |
| Exane Derivatives | 148 | $57.0K | 0.03% | −447−75.1% | Reduced |
| Alpha Paradigm Partners, LLC | 143 | $55.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $52.4K | 0.03% | +136 | New |
| SOA Wealth Advisors, LLC. | 133 | $51.0K | 0.02% | −242−64.5% | Reduced |
| Global Financial Private Client, LLC | 129 | $50.1K | 0.03% | +123+2,050.0% | Added |
| Hillsdale Investment Management Inc. | 130 | $50.0K | 0.00% | −141−52.0% | Reduced |
| Core Alternative Capital | 130 | $50.0K | 0.01% | +22+20.4% | Added |
| Center for Financial Planning, Inc. | 126 | $49.0K | 0.01% | +9+7.7% | Added |
| Manchester Capital Management LLC | 125 | $48.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 122 | $47.0K | 0.00% | −1,036−89.5% | Reduced |
| Proequities, Inc. | 123 | $47.0K | 0.00% | −28−18.5% | Reduced |
| Private Capital Group, LLC | 118 | $46.0K | 0.03% | −14−10.6% | Reduced |
| Norway Savings Bank | 116 | $45.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 115 | $44.0K | 0.00% | −10−8.0% | Reduced |
| First Manhattan Co | 115 | $44.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 114 | $44.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 113 | $44.0K | 0.01% | +17+17.7% | Added |
| Arlington Partners LLC | 110 | $42.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 110 | $42.0K | 0.09% | +110 | New |
| Piscataqua Savings Bank | 107 | $41.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $39.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $38.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 90 | $37.0K | 0.01% | −2−2.2% | Reduced |
| Toth Financial Advisory Corp | 92 | $35.0K | 0.01% | +3+3.4% | Added |
| Laurel Wealth Advisors LLC | 89 | $34.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 85 | $33.0K | 0.01% | −25−22.7% | Reduced |
| Princeton Global Asset Management LLC | 80 | $31.0K | 0.01% | +10+14.3% | Added |
| Loomis Sayles & Co L P | 79 | $30.0K | 0.00% | −200−71.7% | Reduced |
| Clearview Wealth Advisors LLC | 76 | $30.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 79 | $30.0K | 0.01% | +33+71.7% | Added |
| Solstein Capital, LLC | 76 | $29.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 76 | $29.0K | 0.00% | +34+81.0% | Added |
| Atwood & Palmer Inc | 65 | $25.0K | 0.00% | +45+225.0% | Added |
| Activest Wealth Management | 60 | $23.0K | 0.02% | 00.0% | Unchanged |