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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 1,374 | $1.08M | 0.03% | −50−3.5% | Reduced |
| WBI Investments | 1,376 | $1.08M | 0.28% | +1,376 | New |
| Principle Wealth Partners LLC | 1,379 | $1.09M | 0.07% | +51+3.8% | Added |
| Texas Capital Bancshares Inc | 1,383 | $1.09M | 0.39% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,387 | $1.09M | 0.02% | +39+2.9% | Added |
| Unique Wealth Strategies, LLC | 1,389 | $1.09M | 0.46% | +723+108.6% | Added |
| Richard W. Paul & Associates, LLC | 1,394 | $1.10M | 0.40% | +3+0.2% | Added |
| South Dakota Investment Council | 1,396 | $1.10M | 0.02% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,397 | $1.10M | 0.17% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,405 | $1.11M | 0.03% | +90+6.8% | Added |
| Westfield Capital Management Co LP | 1,410 | $1.11M | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,417 | $1.12M | 0.07% | +38+2.8% | Added |
| Money Concepts Capital Corp | 1,419 | $1.12M | 0.07% | −91−6.0% | Reduced |
| Crescent Sterling, Ltd. | 1,423 | $1.12M | 1.25% | +212+17.5% | Added |
| First Financial Bank - Trust Division | 1,448 | $1.14M | 0.10% | −33−2.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,451 | $1.14M | 0.16% | +200+16.0% | Added |
| Weatherly Asset Management L. P. | 1,452 | $1.14M | 0.10% | −107−6.9% | Reduced |
| Whalerock Point Partners, LLC | 1,456 | $1.15M | 0.25% | +4+0.3% | Added |
| Insigneo Advisory Services, LLC | 1,461 | $1.15M | 0.10% | −42−2.8% | Reduced |
| Legacy Capital Group California, Inc. | 1,462 | $1.15M | 0.32% | +2+0.1% | Added |
| NBT Bank N A | 1,462 | $1.15M | 0.08% | −12−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,466 | $1.15M | 0.18% | +177+13.7% | Added |
| Smithfield Trust Co | 1,470 | $1.16M | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,469 | $1.16M | 0.03% | −3,933−72.8% | Reduced |
| Roberts Capital Advisors, LLC | 1,470 | $1.16M | 0.86% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,473 | $1.16M | 0.13% | −17−1.1% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $1.17M | 0.37% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,487 | $1.17M | 0.26% | +69+4.9% | Added |
| Fulcrum Asset Management LLP | 1,499 | $1.18M | 0.34% | +1,499 | New |
| Palisade Capital Management LLC | 1,500 | $1.18M | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $1.18M | 0.29% | +1,500 | New |
| Palisades Hudson Asset Management, L.P. | 1,507 | $1.19M | 0.46% | −24−1.6% | Reduced |
| ICW Investment Advisors LLC | 1,516 | $1.19M | 0.47% | +102+7.2% | Added |
| Gen-Wealth Partners Inc | 1,516 | $1.19M | 0.46% | +84+5.9% | Added |
| Wellington Shields Capital Management, LLC | 1,525 | $1.20M | 0.20% | 00.0% | Unchanged |
| Chris Bulman Inc | 1,529 | $1.20M | 0.69% | +6+0.4% | Added |
| Hara Capital LLC | 1,534 | $1.21M | 0.75% | −280−15.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,537 | $1.21M | 0.02% | +22+1.5% | Added |
| Perpetual Ltd | 1,539 | $1.21M | 0.01% | −33−2.1% | Reduced |
| SRN Advisors, LLC | 1,542 | $1.21M | 1.11% | +30+2.0% | Added |
| Crew Capital Management, Ltd. | 1,543 | $1.22M | 0.87% | −494−24.3% | Reduced |
| Forum Financial Management, LP | 1,545 | $1.22M | 0.02% | −20−1.3% | Reduced |
| Geneos Wealth Management Inc. | 1,552 | $1.22M | 0.03% | +198+14.6% | Added |
| Riverpark Capital Management LLC | 1,559 | $1.23M | 1.99% | −230−12.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,559 | $1.23M | 0.59% | +124+8.6% | Added |
| Community Bank & Trust, Waco, Texas | 1,563 | $1.23M | 0.28% | +3+0.2% | Added |
| Advisors Capital Management, LLC | 1,565 | $1.23M | 0.02% | −173−10.0% | Reduced |
| Independent Financial Group, LLC | 1,566 | $1.23M | 0.03% | +424+37.1% | Added |
| OV Management LLC | 1,568 | $1.24M | 1.03% | −2,387−60.4% | Reduced |
| Curated Wealth Partners LLC | 1,568 | $1.24M | 0.14% | +17+1.1% | Added |
| Howland Capital Management LLC | 1,574 | $1.24M | 0.05% | +178+12.8% | Added |
| Tritonpoint Wealth, LLC | 1,576 | $1.24M | 0.11% | +53+3.5% | Added |
| Great Lakes Advisors, LLC | 1,579 | $1.24M | 0.01% | +32+2.1% | Added |
| Barr E S & Co | 1,584 | $1.25M | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,584 | $1.25M | 0.05% | +1,169+281.7% | Added |
| Founders Financial Securities LLC | 1,605 | $1.26M | 0.10% | +13+0.8% | Added |
| Denali Advisors LLC | 1,607 | $1.27M | 0.13% | −63−3.8% | Reduced |
| Archford Capital Strategies, LLC | 1,613 | $1.27M | 0.16% | −1,731−51.8% | Reduced |
| Simplicity Wealth,LLC | 1,620 | $1.28M | 0.05% | +1,096+209.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,623 | $1.28M | 0.57% | +1,623 | New |
| FineMark National Bank & Trust | 1,628 | $1.28M | 0.04% | −41−2.5% | Reduced |
| WBH Advisory Inc | 1,630 | $1.28M | 0.11% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,638 | $1.29M | 0.00% | −346−17.4% | Reduced |
| DRW Securities, LLC | 1,639 | $1.29M | 0.09% | +1,180+257.1% | Added |
| Walleye Capital LLC | 1,644 | $1.29M | 0.01% | −31,441−95.0% | Reduced |
| IHT Wealth Management, LLC | 1,645 | $1.30M | 0.04% | −1−0.1% | Reduced |
| Everest Management Corp. | 1,651 | $1.30M | 0.93% | +1,651 | New |
| Nicolet Bankshares Inc | 1,656 | $1.30M | 0.23% | +17+1.0% | Added |
| Evanson Asset Management, LLC | 1,663 | $1.31M | 0.08% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,665 | $1.31M | 0.17% | −300−15.3% | Reduced |
| Regatta Capital Group, LLC | 1,666 | $1.31M | 0.23% | +47+2.9% | Added |
| Ronald Blue Trust, Inc. | 1,667 | $1.31M | 0.02% | +1,019+157.3% | Added |
| Boston Family Office LLC | 1,667 | $1.31M | 0.09% | −4−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,668 | $1.31M | 0.25% | +106+6.8% | Added |
| Sage Mountain Advisors LLC | 1,670 | $1.32M | 0.09% | +166+11.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,672 | $1.32M | 0.08% | +15+0.9% | Added |
| Parthenon LLC | 1,675 | $1.32M | 0.15% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,681 | $1.32M | 0.57% | −11−0.7% | Reduced |
| PDS Planning, Inc | 1,685 | $1.33M | 0.10% | +320+23.4% | Added |
| Madison Asset Management, LLC | 1,690 | $1.33M | 0.01% | −47−2.7% | Reduced |
| Sargent Investment Group, LLC | 1,715 | $1.34M | 0.18% | −126−6.8% | Reduced |
| Bridgewater Advisors Inc. | 1,658 | $1.34M | 0.10% | +42+2.6% | Added |
| CNB Bank | 1,702 | $1.34M | 0.64% | −103−5.7% | Reduced |
| Freestone Capital Holdings, LLC | 1,711 | $1.35M | 0.05% | −727−29.8% | Reduced |
| Legacy Trust | 1,713 | $1.35M | 0.33% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 1,717 | $1.35M | 0.40% | +1,717 | New |
| MJP Associates Inc | 1,722 | $1.36M | 0.20% | −151−8.1% | Reduced |
| Level Four Advisory Services, LLC | 1,727 | $1.36M | 0.05% | +86+5.2% | Added |
| Stance Capital LLC | 1,728 | $1.36M | 0.51% | +1,728 | New |
| Koss-Olinger Consulting, LLC | 1,729 | $1.36M | 0.11% | +1+0.1% | Added |
| Thrive Wealth Management, LLC | 1,739 | $1.37M | 0.22% | −73−4.0% | Reduced |
| Cove Private Wealth, LLC | 1,740 | $1.37M | 0.48% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,743 | $1.37M | 0.54% | −436−20.0% | Reduced |
| Milestones Private Investment Advisors LLC | 1,748 | $1.38M | 1.02% | +1,748 | New |
| Kensington Investment Counsel, LLC | 1,756 | $1.38M | 0.59% | +6+0.3% | Added |
| Cooper Financial Group | 1,761 | $1.39M | 0.16% | −264−13.0% | Reduced |
| Verde Capital Management | 1,762 | $1.39M | 0.34% | +131+8.0% | Added |
| Stablepoint Partners, LLC | 1,775 | $1.40M | 0.24% | −975−35.5% | Reduced |
| Fiduciary Alliance LLC | 1,776 | $1.40M | 0.10% | +221+14.2% | Added |
| Sym Financial Corp | 1,781 | $1.40M | 0.16% | −22−1.2% | Reduced |