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 |
|---|---|---|---|---|---|
| Scharf Investments, LLC | 2,894 | $1.12M | 0.04% | −150−4.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,855 | $1.10M | 0.29% | +458+19.1% | Added |
| Consolidated Planning Corp | 2,854 | $1.10M | 0.34% | +2,854 | New |
| Stratos Wealth Advisors, LLC | 2,838 | $1.09M | 0.10% | +1,111+64.3% | Added |
| Ropes Wealth Advisors LLC | 2,825 | $1.09M | 0.22% | +25+0.9% | Added |
| Stamos Capital Partners, L.P. | 2,810 | $1.08M | 0.33% | +1,010+56.1% | Added |
| Gateway Investment Advisers LLC | 2,805 | $1.08M | 0.01% | +269+10.6% | Added |
| RB Capital Management, LLC | 2,772 | $1.07M | 0.40% | +101+3.8% | Added |
| Knowledge Leaders Capital, LLC | 2,766 | $1.07M | 1.03% | −303−9.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,736 | $1.06M | 0.00% | −4,868−64.0% | Reduced |
| Segall Bryant & Hamill, LLC | 2,742 | $1.06M | 0.01% | +148+5.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.05M | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 2,618 | $1.05M | 0.41% | −16−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,718 | $1.05M | 0.03% | +390+16.8% | Added |
| Weatherly Asset Management L. P. | 2,705 | $1.04M | 0.15% | +80+3.0% | Added |
| Guardian Capital LP | 2,700 | $1.04M | 0.03% | +850+45.9% | Added |
| CenterBook Partners LP | 2,701 | $1.04M | 0.22% | +2,701 | New |
| Abacus Planning Group, Inc. | 2,690 | $1.04M | 0.31% | −41−1.5% | Reduced |
| CWM, LLC | 2,682 | $1.03M | 0.01% | +1,122+71.9% | Added |
| Mather Group, LLC. | 2,668 | $1.03M | 0.02% | +115+4.5% | Added |
| AIA Group Ltd | 2,645 | $1.02M | 0.05% | −2,736−50.8% | Reduced |
| Venturi Wealth Management, LLC | 2,639 | $1.02M | 0.09% | +49+1.9% | Added |
| Knights of Columbus Asset Advisors LLC | 2,633 | $1.01M | 0.10% | +1,479+128.2% | Added |
| Gladius Capital Management LP | 2,611 | $1.01M | 0.22% | −1,824−41.1% | Reduced |
| Capricorn Fund Managers Ltd | 2,608 | $1.00M | 0.18% | −414−13.7% | Reduced |
| Cipher Capital LP | 2,600 | $1.00M | 0.23% | +2,600 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,593 | $1.00M | 0.05% | −260−9.1% | Reduced |
| Ativo Capital Management LLC | 2,525 | $973.0K | 0.66% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,501 | $964.0K | 0.02% | −3,887−60.8% | Reduced |
| Archford Capital Strategies, LLC | 2,499 | $963.0K | 0.24% | +243+10.8% | Added |
| Beacon Financial Advisory LLC | 2,497 | $962.0K | 0.55% | +10+0.4% | Added |
| Lifeworks Advisors, LLC | 2,476 | $954.0K | 0.60% | +380+18.1% | Added |
| Nomura Holdings Inc | 2,451 | $952.0K | 0.01% | −3,882−61.3% | Reduced |
| Peak Asset Management, LLC | 2,464 | $950.0K | 0.26% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,453 | $945.0K | 0.13% | +32+1.3% | Added |
| Credential Qtrade Securities Inc. | 2,429 | $936.2K | 0.07% | +101+4.3% | Added |
| Cadence Bank NA | 2,427 | $936.0K | 0.30% | +390+19.1% | Added |
| Nicolet Bankshares Inc | 2,413 | $930.0K | 0.24% | −19−0.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,412 | $930.0K | 1.02% | +53+2.2% | Added |
| Quadrant Capital Group LLC | 2,413 | $930.0K | 0.12% | +218+9.9% | Added |
| ICONIQ Capital, LLC | 2,363 | $911.0K | 0.01% | −21−0.9% | Reduced |
| Alpha DNA Investment Management LLC | 2,363 | $910.0K | 0.81% | +2,363 | New |
| Horizon Investments, LLC | 2,363 | $909.0K | 0.03% | −1,180−33.3% | Reduced |
| Symmetry Partners, LLC | 2,358 | $909.0K | 0.06% | −118−4.8% | Reduced |
| Clearstead Advisors, LLC | 2,355 | $908.0K | 0.07% | +217+10.1% | Added |
| Evergreen Capital Management LLC | 2,332 | $899.0K | 0.05% | −1,128−32.6% | Reduced |
| Cannell Peter B & Co Inc | 2,327 | $897.0K | 0.03% | −565−19.5% | Reduced |
| Heartland Bank & Trust Co | 2,314 | $892.0K | 0.79% | +158+7.3% | Added |
| Minot Wealth Management LLC | 2,286 | $881.0K | 0.23% | −1,434−38.5% | Reduced |
| Garner Asset Management Corp | 2,279 | $879.0K | 0.39% | +131+6.1% | Added |
| Coastline Trust Co | 2,278 | $878.0K | 0.13% | −2,502−52.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,277 | $877.5K | 0.09% | −1,185−34.2% | Reduced |
| Perigon Wealth Management, LLC | 2,259 | $871.0K | 0.07% | +320+16.5% | Added |
| Krilogy Financial LLC | 2,227 | $858.0K | 0.10% | +43+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,202 | $849.0K | 0.15% | +240+12.2% | Added |
| Moneta Group Investment Advisors LLC | 2,200 | $848.0K | 0.03% | +2,200 | New |
| Ritholtz Wealth Management | 2,192 | $845.0K | 0.05% | +423+23.9% | Added |
| Banco Santander, S.A. | 2,173 | $838.0K | 0.01% | +2,173 | New |
| Integrated Advisors Network LLC | 2,170 | $836.0K | 0.05% | +914+72.8% | Added |
| Next Century Growth Investors LLC | 2,131 | $821.0K | 0.11% | +7+0.3% | Added |
| Catalyst Private Wealth, LLC | 2,122 | $818.0K | 0.58% | −296−12.2% | Reduced |
| Wade G W & Inc | 2,123 | $818.0K | 0.04% | +252+13.5% | Added |
| Strategy Asset Managers LLC | 2,114 | $815.0K | 0.25% | −64−2.9% | Reduced |
| Legacy Advisors, LLC | 2,114 | $815.0K | 0.17% | +583+38.1% | Added |
| Dakota Wealth Management | 2,110 | $814.0K | 0.08% | +1,480+234.9% | Added |
| Personal Cfo Solutions, LLC | 2,110 | $813.0K | 0.19% | −357−14.5% | Reduced |
| Verition Fund Management LLC | 2,103 | $811.0K | 0.02% | −2,778−56.9% | Reduced |
| Argent Trust Co | 2,103 | $810.0K | 0.06% | −221−9.5% | Reduced |
| American Portfolios Advisors | 2,100 | $809.5K | 0.03% | −36−1.7% | Reduced |
| Benjamin Edwards Inc | 2,095 | $808.0K | 0.24% | +43+2.1% | Added |
| Lincoln National Corp | 2,097 | $808.0K | 0.02% | +163+8.4% | Added |
| BSW Wealth Partners | 2,095 | $807.0K | 0.19% | −89−4.1% | Reduced |
| Anchor Investment Management, LLC | 2,092 | $806.4K | 0.12% | +29+1.4% | Added |
| Pinnacle Associates Ltd | 2,089 | $805.0K | 0.02% | +479+29.8% | Added |
| Brookstone Capital Management | 1,959 | $797.0K | 0.02% | +56+2.9% | Added |
| FSA Wealth Management LLC | 2,063 | $795.0K | 2.20% | −83−3.9% | Reduced |
| Main Street Research LLC | 2,026 | $781.0K | 0.20% | +1,588+362.6% | Added |
| De Burlo Group Inc | 2,026 | $781.0K | 0.22% | +2,026 | New |
| Miracle Mile Advisors, LLC | 2,018 | $778.0K | 0.04% | −141−6.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,015 | $778.0K | 0.74% | +71+3.7% | Added |
| Sunbelt Securities, Inc. | 2,016 | $777.0K | 0.16% | +9+0.4% | Added |
| Capital Asset Advisory Services LLC | 1,991 | $767.0K | 0.08% | +525+35.8% | Added |
| McRae Capital Management Inc | 1,984 | $765.0K | 0.21% | +50+2.6% | Added |
| Bayesian Capital Management, LP | 1,977 | $762.0K | 0.14% | +1,977 | New |
| Benjamin F. Edwards & Company, Inc. | 1,970 | $759.0K | 0.04% | +19+1.0% | Added |
| Forbes J M & Co LLP | 1,963 | $757.0K | 0.11% | −47−2.3% | Reduced |
| Boston Family Office LLC | 1,964 | $757.0K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,943 | $757.0K | 0.03% | −35−1.8% | Reduced |
| Sentry Investment Management LLC | 1,959 | $755.0K | 0.34% | −306−13.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,956 | $754.0K | 0.42% | +5+0.3% | Added |
| WBH Advisory Inc | 1,850 | $745.0K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,588 | $745.0K | 0.04% | −97−5.8% | Reduced |
| La Financiere de L'Echiquier | 1,931 | $745.0K | 0.04% | +1,931 | New |
| Balentine LLC | 1,928 | $743.0K | 0.03% | +270+16.3% | Added |
| NTB Financial Corp | 1,926 | $742.0K | 0.60% | +976+102.7% | Added |
| NVWM, LLC | 1,921 | $740.0K | 0.29% | −19−1.0% | Reduced |
| Mutual Advisors, LLC | 1,913 | $737.0K | 0.05% | +609+46.7% | Added |
| Barr E S & Co | 1,909 | $736.0K | 0.06% | 00.0% | Unchanged |
| Seeyond | 1,910 | $736.0K | 0.08% | +108+6.0% | Added |
| Evanson Asset Management, LLC | 1,905 | $734.0K | 0.08% | −8−0.4% | Reduced |