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 2025
Institutional positions in Intuit Inc. as of Jun 30, 2025. 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
- 2,212
- +211 vs. Q1 2025
- Shares held
- 238.9M
- +3.78M (+1.6%) vs. Q1 2025
- Total value
- $188.1B
- +$43.9B (+30.4%) vs. Q1 2025
- New holders
- 310
- 892 more added
- Sold out
- 99
- 711 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RBF Capital, LLC | 1,000 | $787.6K | 0.04% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,007 | $793.1K | 0.16% | +612+154.9% | Added |
| Plancorp, LLC | 1,008 | $793.9K | 0.03% | +109+12.1% | Added |
| Principal Street Partners, LLC | 1,012 | $797.2K | 0.08% | +566+126.9% | Added |
| Aventura Private Wealth, LLC | 1,020 | $803.4K | 0.35% | −6−0.6% | Reduced |
| First National Trust Co | 1,024 | $806.5K | 0.03% | −14−1.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,028 | $809.4K | 0.22% | −122−10.6% | Reduced |
| LVW Advisors, LLC | 1,028 | $809.7K | 0.09% | +336+48.6% | Added |
| Cornerstone Wealth Group, LLC | 1,034 | $814.2K | 0.06% | +188+22.2% | Added |
| Wharton Business Group, LLC | 1,035 | $815.0K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,035 | $815.1K | 0.42% | +33+3.3% | Added |
| Hills Bank & Trust Co | 1,036 | $816.0K | 0.05% | +88+9.3% | Added |
| Financial Advisors Network, Inc. | 1,041 | $820.0K | 0.12% | +77+8.0% | Added |
| Verdence Capital Advisors LLC | 1,044 | $822.1K | 0.06% | +21+2.1% | Added |
| SS&H Financial Advisors, Inc. | 1,046 | $823.9K | 0.28% | −137−11.6% | Reduced |
| Barden Capital Management, Inc. | 1,046 | $823.9K | 0.72% | +1,046 | New |
| Red Door Wealth Management, LLC | 1,050 | $827.0K | 0.10% | +1,050 | New |
| Precision Wealth Strategies, LLC | 1,050 | $827.0K | 0.27% | +1,050 | New |
| denkapparat Operations GmbH | 1,054 | $830.2K | 0.66% | +1,054 | New |
| KFG Wealth Management, LLC | 1,061 | $835.5K | 0.13% | +47+4.6% | Added |
| Hanlon Investment Management, Inc. | 1,071 | $843.6K | 0.60% | +1,071 | New |
| Elevated Capital Advisors, LLC | 1,374 | $843.7K | 0.24% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,077 | $848.0K | 0.08% | +18+1.7% | Added |
| MorganRosel Wealth Management, LLC | 1,081 | $851.4K | 0.23% | +178+19.7% | Added |
| American Trust | 1,083 | $853.0K | 0.08% | −160−12.9% | Reduced |
| 1st Source Bank | 1,084 | $853.8K | 0.05% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,111 | $875.2K | 0.14% | −45−3.9% | Reduced |
| Plimoth Trust Co LLC | 1,116 | $879.0K | 0.21% | −27−2.4% | Reduced |
| Vance Wealth, Inc. | 1,116 | $879.0K | 0.30% | +16+1.5% | Added |
| Eastern Bank | 1,118 | $880.6K | 0.02% | −21−1.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,122 | $884.0K | 0.04% | +1+0.1% | Added |
| Fundamentun, LLC | 1,123 | $884.6K | 0.04% | +725+182.2% | Added |
| PFC Capital Group, Inc. | 1,125 | $886.0K | 0.41% | −150−11.8% | Reduced |
| Weaver Capital Management LLC | 1,127 | $887.7K | 0.22% | +14+1.3% | Added |
| Natural Investments, LLC | 1,133 | $892.0K | 0.23% | +239+26.7% | Added |
| Connecticut Wealth Management, LLC | 1,154 | $908.9K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,160 | $913.7K | 0.08% | +2+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,162 | $915.2K | 0.02% | −10−0.9% | Reduced |
| Catalyst Financial Partners LLC | 1,163 | $916.0K | 0.10% | +68+6.2% | Added |
| Van Hulzen Asset Management, LLC | 1,165 | $917.8K | 0.08% | −7−0.6% | Reduced |
| CoreCap Advisors, LLC | 1,170 | $921.5K | 0.04% | +799+215.4% | Added |
| Stratos Wealth Advisors, LLC | 1,171 | $922.5K | 0.05% | −8−0.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,297 | $925.6K | 0.30% | −310−19.3% | Reduced |
| Meridian Wealth Management, LLC | 1,177 | $926.9K | 0.04% | −12−1.0% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $929.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,182 | $931.0K | 0.16% | +1,182 | New |
| Lee Danner & Bass Inc | 1,185 | $933.3K | 0.07% | −521−30.5% | Reduced |
| Parkside Financial Bank & Trust | 1,186 | $934.1K | 0.10% | +33+2.9% | Added |
| WSFS Capital Management, LLC | 1,187 | $934.9K | 0.05% | +122+11.5% | Added |
| Arcus Capital Partners, LLC | 1,190 | $936.9K | 0.41% | +1,190 | New |
| Congress Park Capital LLC | 1,190 | $937.3K | 0.31% | −90−7.0% | Reduced |
| Wealth Architects, LLC | 1,200 | $945.2K | 0.10% | −8−0.7% | Reduced |
| Leavell Investment Management, Inc. | 1,200 | $945.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,204 | $948.3K | 0.08% | −48−3.8% | Reduced |
| Spinnaker Trust | 1,204 | $948.3K | 0.06% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,205 | $949.1K | 0.21% | −62−4.9% | Reduced |
| HCR Wealth Advisors | 1,205 | $949.1K | 0.11% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,209 | $952.0K | 0.04% | +192+18.9% | Added |
| Northern Financial Advisors Inc | 1,209 | $952.2K | 0.71% | +15+1.3% | Added |
| North Star Investment Management Corp. | 1,210 | $953.0K | 0.07% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,213 | $955.0K | 1.38% | 00.0% | Unchanged |
| New Hampshire Trust | 1,215 | $957.0K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,217 | $958.6K | 0.05% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 1,230 | $961.2K | 0.10% | −214−14.8% | Reduced |
| Accurate Wealth Management, LLC | 1,285 | $963.1K | 0.15% | +632+96.8% | Added |
| Cardiff Park Advisors, LLC | 1,223 | $963.3K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,223 | $963.3K | 0.16% | +53+4.5% | Added |
| Versant Capital Management, Inc | 1,231 | $969.6K | 0.15% | +949+336.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,234 | $971.9K | 0.22% | −18−1.4% | Reduced |
| Rockline Wealth Management, LLC | 1,234 | $972.0K | 0.23% | +131+11.9% | Added |
| Ancora Advisors, LLC | 1,240 | $976.8K | 0.02% | +1+0.1% | Added |
| Heritage Trust Co | 1,259 | $991.6K | 0.11% | +619+96.7% | Added |
| David Loasby | 1,278 | $991.9K | 0.08% | +333+35.2% | Added |
| Garden State Investment Advisory Services LLC | 1,259 | $993.8K | 0.27% | +91+7.8% | Added |
| Act Wealth Management, LLC | 1,265 | $996.4K | 0.42% | 00.0% | Unchanged |
| Friedenthal Financial | 1,265 | $996.4K | 0.55% | +1,265 | New |
| Waller Financial Planning Group, Inc | 1,272 | $1.00M | 0.24% | −361−22.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,273 | $1.00M | 0.03% | +95+8.1% | Added |
| Prelude Capital Management, LLC | 1,275 | $1.00M | 0.10% | +1,275 | New |
| EverSource Wealth Advisors, LLC | 1,285 | $1.01M | 0.05% | +434+51.0% | Added |
| Hoxton Planning & Management, LLC | 1,287 | $1.01M | 0.35% | −15−1.2% | Reduced |
| Alteri Wealth LLC | 1,291 | $1.02M | 0.39% | −6−0.5% | Reduced |
| Inscription Capital, LLC | 1,293 | $1.02M | 0.15% | +787+155.5% | Added |
| Mattern Capital Management, LLC | 1,294 | $1.02M | 0.12% | +135+11.6% | Added |
| Koshinski Asset Management, Inc. | 1,296 | $1.02M | 0.08% | −102−7.3% | Reduced |
| Freemont Management S.A. | 1,300 | $1.02M | 0.17% | +300+30.0% | Added |
| Park Capital Management, LLC | 1,308 | $1.03M | 0.95% | +12+0.9% | Added |
| We Are One Seven, LLC | 1,312 | $1.03M | 0.03% | −448−25.5% | Reduced |
| Waterloo Capital, L.P. | 1,312 | $1.03M | 0.08% | +336+34.4% | Added |
| Nicholas Investment Partners, LP | 1,314 | $1.03M | 0.09% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,693 | $1.04M | 0.41% | +1,693 | New |
| Triglav Skladi, D.O.O. | 1,325 | $1.04M | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,328 | $1.05M | 0.37% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $1.05M | 0.19% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,338 | $1.05M | 0.03% | −290−17.8% | Reduced |
| Coastal Bridge Advisors, LLC | 1,340 | $1.06M | 0.09% | +1,340 | New |
| MMBG Investment Advisors Co. | 1,345 | $1.06M | 0.11% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,350 | $1.06M | 0.49% | −93−6.4% | Reduced |
| Childress Capital Advisors, LLC | 1,352 | $1.06M | 0.27% | +189+16.3% | Added |
| Pinnacle West Asset Management, Inc. | 1,365 | $1.07M | 0.74% | 00.0% | Unchanged |