INTUIT (INTU)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
70
Reporting holders
$143.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,690
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $36.1M | 130,877 | 0.48% | 16q | +24.8%+$7.2M |
| ROCKLAND TRUST CO | $22.7M | 82,444 | 0.87% | 15q | +8.7%+$1.8M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $14.6M | 52,782 | 0.96% | 32q | +13.0%+$1.7M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $12.4M | 45,000 | 2.34% | 15q | HELD |
| Bath Savings Trust Co | $12.3M | 44,676 | 1.28% | 32q | -7.1%-$943.2K |
| Allen Mooney & Barnes Investment Advisors LLC | $9.0M | 32,640 | 1.34% | 3q | +4.5%+$390.7K |
| YHB Investment Advisors, Inc. | $4.7M | 16,993 | 0.30% | 32q | -12.2%-$652.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.8M | 13,736 | 0.05% | 32q | HELD |
| Farther Finance Advisors, LLC | $2.6M | 9,290 | 0.02% | 16q | +21.0%+$444.7K |
| Wedmont Private Capital | $2.3M | 7,671 | 0.06% | 20q | +14.6%+$296.3K |
| CENTRAL BANK & TRUST CO | $2.2M | 8,027 | 0.32% | 32q | -7.1%-$169.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.8M | 6,704 | 0.13% | 32q | +1.4%+$25.6K |
| Wealth Enhancement Trust Services, Inc. | $1.8M | 6,520 | 0.19% | 4q | -34.8%-$958.4K |
| GAMMA Investing LLC | $1.7M | 5,989 | 0.06% | 12q | +16.7%+$236.0K |
| RVW Wealth, LLC | $1.3M | 4,591 | 0.08% | 18q | HELD |
| Private Capital Advisors, Inc. | $1.2M | 4,300 | 0.10% | 32q | HELD |
| DOLIVER ADVISORS, LP | $847.3K | 3,073 | 0.18% | 3q | -40.6%-$578.4K |
| Ridgewood Investments LLC | $830.7K | 3,013 | 0.31% | 3q | +6.8%+$53.2K |
| Applied Capital LLC/FL | $811.1K | 2,942 | 0.32% | 3q | +4.7%+$36.1K |
| Cooper Financial Group | $805.1K | 2,920 | 0.06% | 21q | -28.7%-$323.4K |
| Prota Financial, LLC | $579.4K | 2,049 | 0.37% | 4q | -1.8%-$10.7K |
| Mirador Capital Partners LP | $560.5K | 2,033 | 0.07% | 32q | HELD |
| LifeGoal Investments, LLC | $544.5K | 1,975 | 0.17% | 3q | +9.6%+$47.7K |
| Versant Capital Management, Inc | $508.8K | 1,845 | 0.04% | 32q | +16.9%+$73.6K |
| PFW Advisors LLC | $478.6K | 1,736 | 0.14% | new | NEW |
| Atlas Brown,Inc. | $425.9K | 1,545 | 0.11% | 2q | +0.7%+$3.0K |
| EASTERN BANK | $395.6K | 1,435 | 0.01% | 32q | +15.7%+$53.8K |
| Avidian Wealth Enterprises, LLC | $387.6K | 1,406 | 0.01% | 6q | -1.4%-$5.5K |
| Valeo Financial Advisors, LLC | $373.8K | 1,356 | 0.01% | 21q | -3.7%-$14.3K |
| AMERICAN NATIONAL BANK & TRUST | $371.4K | 1,347 | 0.03% | 26q | -17.2%-$77.2K |
| WALLER FINANCIAL PLANNING GROUP, INC | $350.8K | 1,272 | 0.07% | 18q | HELD |
| ACT WEALTH MANAGEMENT, LLC | $343.3K | 1,245 | 0.10% | 24q | HELD |
| Everhart Financial Group, Inc. | $343.0K | 1,244 | 0.02% | 18q | +47.4%+$110.3K |
| RIVERSEDGE ADVISORS, LLC | $337.5K | 1,224 | 0.04% | new | NEW |
| Investors Research Corp | $312.1K | 1,132 | 0.05% | 3q | +5.1%+$15.2K |
| MassMutual Private Wealth & Trust, FSB | $300.8K | 1,091 | 0.01% | 32q | +30.7%+$70.6K |
| Kennon-Green & Company, LLC | $289.8K | 1,051 | 0.22% | 16q | -52.8%-$323.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $289.3K | 1,049 | 0.06% | 2q | +14.0%+$35.6K |
| AVAII WEALTH MANAGEMENT, LLC | $246.8K | 878 | 0.07% | 3q | HELD |
| Boltwood Capital Management | $224.4K | 814 | 0.05% | 4q | -20.0%-$56.2K |
| Veery Capital, LLC | $223.9K | 812 | 0.06% | new | NEW |
| Stokes Capital Advisors, LLC | $221.1K | 802 | 0.05% | 10q | HELD |
| Red Spruce Capital, LLC | $220.6K | 800 | 0.08% | 28q | -50.6%-$226.4K |
| Breakwater Capital Group | $220.0K | 798 | 0.03% | 14q | -6.9%-$16.3K |
| Grove Bank & Trust | $186.1K | 675 | 0.02% | 24q | -16.0%-$35.6K |
| Dorato Capital Management | $180.7K | 608 | 0.12% | 4q | HELD |
| Acropolis Investment Management, LLC | $180.3K | 654 | 0.01% | 14q | -50.1%-$180.9K |
| Quintet Private Bank (Europe) S.A. | $170.9K | 620 | 0.01% | 16q | HELD |
| CoreCap Advisors, LLC | $169.0K | 613 | 0.00% | 9q | +103.7%+$86.0K |
| Rosenberg Matthew Hamilton | $70.3K | 255 | 0.01% | 27q | -40.7%-$48.2K |
| Brown Shipley& Co Ltd | $53.2K | 193 | 0.03% | 15q | HELD |
| General Partner, Inc. | $51.6K | 187 | 0.03% | 11q | HELD |
| Coastline Trust Co | $37.2K | 135 | 0.00% | 32q | -11.8%-$5.0K |
| Bullock Wealth Management Group | $36.5K | 129 | 0.02% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $23.7K | 86 | 0.01% | 5q | +53.6%+$8.3K |
| Mn Services Vermogensbeheer B.V. | $22.3K | 80,765 | 0.17% | 31q | HELD |
| Border to Coast Pensions Partnership Ltd | $19.1K | 69,520 | 0.26% | 4q | -52.2%-$20.9K |
| Bangor Savings Bank | $14.9K | 54 | 0.00% | 18q | HELD |
| GK Wealth Management LLC | $13.5K | 49 | 0.01% | new | NEW |
| CX Institutional | $13.5K | 48,926 | 0.37% | 32q | +3943.5%+$13.2K |
| STEPH & CO | $11.9K | 43 | 0.00% | 6q | +7.5% |
| Retirement Wealth Solutions LLC | $9.7K | 35 | 0.01% | 8q | +25.0%+$1.9K |
| Byrne Asset Management LLC | $7.1K | 25 | 0.00% | 8q | +1150.0%+$6.5K |
| TOMPKINS FINANCIAL CORP | $6.6K | 24 | 0.00% | 9q | HELD |
| Marquette Asset Management, LLC | $6.3K | 23 | 0.00% | new | NEW |
| ATWOOD & PALMER INC | $6.1K | 22 | 0.00% | 20q | HELD |
| Planning Strategies Inc. | $5.8K | 21 | 0.00% | 2q | +320.0%+$4.4K |
| Pacifica Partners Inc. | $4.2K | 15 | 0.00% | 16q | HELD |
| GoalVest Advisory LLC | $4.1K | 15 | 0.00% | 5q | +50.0%+$1.4K |
| JACOBS & CO/CA | $3.9K | 14,184 | 0.34% | 32q | -2.1% |
| ARMSTRONG ADVISORY GROUP, INC | $3.0K | 11 | 0.00% | 8q | +450.0%+$2.5K |
| Davis Capital Management | $2.5K | 9 | 0.00% | 5q | -47.1%-$2.2K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.7K | 6 | 0.00% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $828 | 3 | 0.00% | 22q | -87.5%-$5.8K |
| NEVILLE RODIE & SHAW INC | $295 | 1,069 | 0.02% | 32q | HELD |
| Polaris Financial Partners | $3 | 9 | 0.00% | new | FIRST |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-22 | PRABHU VASANT M | Director | Bought | 1,250 | $386.8K |
| 2026-08-27 | Hotz Lauren D | SVP, Chief Accounting Officer | Sold | 907 | $314.3K ×2 |
| 2026-05-26 | PRABHU VASANT M | Director | Bought | 500 | $154.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 70 | $143.5M | 519,637 | 6 | 26 | 20 | 0.0% |
| Q2 2026 | 1,760 | $73.2B | 260,727,787 | 168 | 600 | 775 | 6.7% |
| Q1 2026 | 2,024 | $109.4B | 243,319,589 | 195 | 782 | 773 | 3.9% |
| Q4 2025 | 2,274 | $168.8B | 245,113,608 | 122 | 859 | 735 | 4.0% |
| Q3 2025 | 2,208 | $176.0B | 247,440,093 | 189 | 873 | 662 | 4.0% |
| Q2 2025 | 2,232 | $197.6B | 240,754,597 | 287 | 813 | 663 | 4.1% |
| Q1 2025 | 2,047 | $149.6B | 235,670,190 | 150 | 711 | 748 | 3.4% |
| Q4 2024 | 2,075 | $151.3B | 235,108,667 | 108 | 729 | 669 | 2.4% |
| Q3 2024 | 1,973 | $153.9B | 242,127,306 | 114 | 739 | 640 | 2.3% |
| Q2 2024 | 1,978 | $164.9B | 244,943,161 | 142 | 744 | 636 | 2.4% |
| Q1 2024 | 1,951 | $166.7B | 251,760,056 | 135 | 660 | 692 | 2.0% |
| Q4 2023 | 1,928 | $158.8B | 248,065,735 | 169 | 612 | 618 | 2.3% |
| Q3 2023 | 1,752 | $122.1B | 232,863,022 | 155 | 567 | 616 | 2.4% |
| Q2 2023 | 1,678 | $110.3B | 235,398,184 | 135 | 629 | 521 | 2.2% |
| Q1 2023 | 1,621 | $111.2B | 241,848,397 | 142 | 598 | 502 | 3.0% |
| Q4 2022 | 1,564 | $93.6B | 233,515,862 | 100 | 503 | 558 | 2.9% |
| Q3 2022 | 1,513 | $94.2B | 236,472,120 | 112 | 576 | 478 | 2.6% |
| Q2 2022 | 1,502 | $92.9B | 235,527,719 | 121 | 548 | 512 | 2.3% |
| Q1 2022 | 1,555 | $115.8B | 236,641,974 | 87 | 552 | 571 | 1.8% |
| Q4 2021 | 1,671 | $157.0B | 237,647,685 | 185 | 525 | 524 | 2.7% |
| Q3 2021 | 1,452 | $126.4B | 229,118,748 | 127 | 495 | 470 | 2.2% |
| Q2 2021 | 1,384 | $115.3B | 231,340,108 | 122 | 470 | 460 | 1.6% |
| Q1 2021 | 1,338 | $90.3B | 232,335,330 | 104 | 495 | 442 | 1.4% |
| Q4 2020 | 1,318 | $91.3B | 235,361,192 | 144 | 490 | 364 | 1.7% |
| Q3 2020 | 1,184 | $74.9B | 226,496,032 | 116 | 406 | 372 | 1.4% |
| Q2 2020 | 1,120 | $68.0B | 227,100,035 | 137 | 366 | 384 | 1.1% |
| Q1 2020 | 1,060 | $53.3B | 229,183,670 | 89 | 427 | 335 | 1.1% |
| Q4 2019 | 1,091 | $61.7B | 232,359,991 | 82 | 358 | 351 | 1.4% |
| Q3 2019 | 1,013 | $61.9B | 229,347,487 | 78 | 340 | 351 | 1.5% |
| Q2 2019 | 1,002 | $61.5B | 230,273,565 | 95 | 354 | 329 | 2.2% |
| Q1 2019 | 977 | $61.1B | 231,246,987 | 123 | 307 | 352 | 1.1% |
| Q4 2018 | 912 | $46.5B | 233,133,331 | 8 | 17 | 17 | 1.2% |