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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 4,412 | $1.70M | 0.36% | −1,498−25.3% | Reduced |
| Kempen Capital Management N.V. | 4,399 | $1.70M | 0.06% | +446+11.3% | Added |
| Paloma Partners Management Co | 4,396 | $1.69M | 0.17% | −846−16.1% | Reduced |
| Fairfield, Bush & Co. | 4,380 | $1.69M | 0.99% | +732+20.1% | Added |
| Cohen Capital Management, Inc. | 4,340 | $1.67M | 0.34% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 4,330 | $1.67M | 0.88% | −682−13.6% | Reduced |
| Scott & Selber, Inc. | 4,330 | $1.67M | 0.76% | −42−1.0% | Reduced |
| Boston Financial Mangement LLC | 4,311 | $1.66M | 0.07% | +83+2.0% | Added |
| Change Path, LLC | 4,242 | $1.64M | 0.09% | +398+10.4% | Added |
| Blueshift Asset Management, LLC | 4,228 | $1.63M | 0.27% | +1,959+86.3% | Added |
| Harfst & Associates, Inc. | 4,207 | $1.62M | 0.46% | +308+7.9% | Added |
| Novare Capital Management LLC | 4,203 | $1.62M | 0.20% | −120−2.8% | Reduced |
| Wealthsource Partners, LLC | 4,195 | $1.62M | 0.12% | −20.0% | Reduced |
| CX Institutional | 4,190 | $1.61M | 0.12% | +622+17.4% | Added |
| Personal Capital Advisors Corp | 4,163 | $1.60M | 0.01% | −504−10.8% | Reduced |
| CAPROCK Group, Inc. | 4,158 | $1.60M | 0.16% | +165+4.1% | Added |
| Silicon Valley Capital Partners | 4,156 | $1.60M | 0.33% | −355−7.9% | Reduced |
| Brown Brothers Harriman & Co | 4,123 | $1.59M | 0.01% | +282+7.3% | Added |
| Budros, Ruhlin & Roe, Inc. | 4,036 | $1.56M | 0.18% | +282+7.5% | Added |
| BlueCrest Capital Management Ltd | 4,000 | $1.54M | 0.21% | +3,182+389.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.54M | 0.50% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,995 | $1.54M | 0.93% | +18+0.5% | Added |
| Algert Global LLC | 3,961 | $1.53M | 0.11% | +240+6.4% | Added |
| Altium Wealth Management LLC | 3,953 | $1.52M | 0.11% | +391+11.0% | Added |
| MV Capital Management, Inc. | 3,946 | $1.52M | 0.26% | −5−0.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,945 | $1.52M | 0.03% | +6+0.2% | Added |
| Avalon Investment & Advisory | 3,926 | $1.51M | 0.04% | −214−5.2% | Reduced |
| Chesley Taft & Associates LLC | 3,925 | $1.51M | 0.10% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,908 | $1.51M | 0.06% | +192+5.2% | Added |
| Desjardins Global Asset Management Inc. | 3,887 | $1.50M | 0.20% | +662+20.5% | Added |
| Burney Co | 3,837 | $1.48M | 0.08% | +3,019+369.1% | Added |
| Inlet Private Wealth, LLC | 3,828 | $1.48M | 0.42% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 3,876 | $1.47M | 0.37% | +1,137+41.5% | Added |
| Bridgeway Capital Management, LLC | 3,800 | $1.47M | 0.03% | −4,330−53.3% | Reduced |
| Perpetual Investment Management Ltd | 3,800 | $1.47M | 0.21% | +1,100+40.7% | Added |
| Coldstream Capital Management Inc | 3,779 | $1.46M | 0.06% | +1,083+40.2% | Added |
| Gyon Technologies Capital Management, LP | 3,772 | $1.45M | 0.41% | +3,772 | New |
| Mission Wealth Management, LP | 3,725 | $1.44M | 0.08% | +561+17.7% | Added |
| Albion Financial Group | 3,713 | $1.43M | 0.14% | +48+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,708 | $1.43M | 0.13% | +663+21.8% | Added |
| Sompo Asset Management Co., Ltd. | 3,700 | $1.43M | 0.36% | +40+1.1% | Added |
| Merit Financial Group, LLC | 3,699 | $1.43M | 0.05% | +3,162+588.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,697 | $1.43M | 0.18% | −51−1.4% | Reduced |
| Willow Creek Wealth Management Inc. | 3,695 | $1.42M | 0.26% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,694 | $1.42M | 0.19% | +3,694 | New |
| Two Sigma Securities, LLC | 3,672 | $1.42M | 0.25% | +2,219+152.7% | Added |
| Azzad Asset Management Inc | 4,511 | $1.40M | 0.14% | +3,751+493.6% | Added |
| Ninety One SA (PTY) Ltd | 3,642 | $1.40M | 0.50% | +1,003+38.0% | Added |
| LMR Partners LLP | 3,626 | $1.40M | 0.03% | +3,626 | New |
| Clarius Group, LLC | 3,616 | $1.39M | 0.14% | +383+11.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,600 | $1.39M | 0.18% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 3,576 | $1.38M | 0.20% | +876+32.4% | Added |
| Cigna Investments Inc | 3,566 | $1.37M | 0.28% | −1,266−26.2% | Reduced |
| Engineers Gate Manager LP | 3,519 | $1.36M | 0.05% | −30,800−89.7% | Reduced |
| AtonRa Partners | 3,518 | $1.36M | 1.25% | −2,009−36.3% | Reduced |
| Jacobi Capital Management LLC | 3,513 | $1.35M | 0.18% | −181−4.9% | Reduced |
| Ziegler Capital Management, LLC | 3,500 | $1.35M | 0.06% | +3,500 | New |
| Sendero Wealth Management, LLC | 44,388 | $1.35M | 1.30% | +41,664+1,529.5% | Added |
| Trexquant Investment LP | 3,486 | $1.34M | 0.06% | +3,486 | New |
| Analyst IMS Investment Management Services Ltd. | 3,483 | $1.34M | 0.13% | −95−2.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,476 | $1.34M | 0.06% | +2,726+363.5% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,441 | $1.33M | 0.41% | −226−6.2% | Reduced |
| Stephens Inc | 3,430 | $1.32M | 0.03% | +414+13.7% | Added |
| WT Wealth Management | 3,421 | $1.32M | 0.65% | −242−6.6% | Reduced |
| Aigen Investment Management, LP | 3,422 | $1.32M | 0.22% | +3,422 | New |
| Cavalier Investments, LLC | 3,417 | $1.32M | 0.46% | −180−5.0% | Reduced |
| Duncker Streett & Co Inc | 3,414 | $1.32M | 0.32% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,227 | $1.31M | 0.14% | +3,227 | New |
| Eads & Heald Wealth Management | 3,384 | $1.30M | 0.70% | −18−0.5% | Reduced |
| Bridges Investment Management Inc | 3,366 | $1.30M | 0.05% | +490+17.0% | Added |
| Charles Carroll Financial Partners, LLC | 3,357 | $1.29M | 1.69% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,349 | $1.29M | 0.63% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,349 | $1.29M | 0.28% | +3,349 | New |
| Roberts Glore & Co Inc | 3,339 | $1.29M | 0.43% | −25−0.7% | Reduced |
| CIBC World Markets Inc. | 3,312 | $1.28M | 0.01% | −1,799−35.2% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.27M | 0.34% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,308 | $1.27M | 0.03% | +169+5.4% | Added |
| Pegasus Partners Ltd. | 3,243 | $1.25M | 0.26% | +90+2.9% | Added |
| Diversified Trust Co | 3,224 | $1.24M | 0.05% | −369−10.3% | Reduced |
| Dohj, LLC | 3,205 | $1.24M | 0.70% | +25+0.8% | Added |
| Advisor OS, LLC | 3,188 | $1.23M | 0.36% | −44−1.4% | Reduced |
| REDW Wealth LLC | 3,168 | $1.22M | 0.45% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,148 | $1.21M | 0.02% | −79−2.4% | Reduced |
| Donoghue Forlines LLC | 3,126 | $1.21M | 0.32% | −376−10.7% | Reduced |
| Vista Wealth Management Group, LLC | 3,088 | $1.18M | 0.17% | +28+0.9% | Added |
| Cape Cod Five Cents Savings Bank | 3,068 | $1.18M | 0.13% | −358−10.4% | Reduced |
| Johnson Investment Counsel Inc | 3,061 | $1.18M | 0.02% | −2−0.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,056 | $1.18M | 0.07% | −508−14.3% | Reduced |
| Symphony Financial, Ltd. Co. | 3,007 | $1.17M | 0.35% | −21−0.7% | Reduced |
| Sofos Investments, Inc. | 4,810 | $1.17M | 0.11% | +352+7.9% | Added |
| Schechter Investment Advisors, LLC | 3,024 | $1.17M | 0.11% | +172+6.0% | Added |
| Avantax Planning Partners, Inc. | 2,987 | $1.15M | 0.05% | +1,208+67.9% | Added |
| Trust Asset Management LLC | 2,979 | $1.15M | 0.16% | +207+7.5% | Added |
| Jag Capital Management, LLC | 2,979 | $1.15M | 0.14% | +314+11.8% | Added |
| Elmwood Wealth Management, Inc. | 2,974 | $1.15M | 0.65% | −50−1.7% | Reduced |
| Waycross Partners, LLC | 2,950 | $1.14M | 0.75% | +800+37.2% | Added |
| Checchi Capital Advisers, LLC | 2,478 | $1.13M | 0.11% | +133+5.7% | Added |
| Capital Investment Advisors, LLC | 2,926 | $1.13M | 0.04% | −4−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,918 | $1.13M | 0.13% | +4+0.1% | Added |
| Moody National Bank Trust Division | 2,920 | $1.13M | 0.12% | +2,920 | New |