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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 1,783 | $1.40M | 0.18% | +225+14.4% | Added |
| Groupama Asset Managment | 1,811 | $1.41M | 0.02% | −3,526−66.1% | Reduced |
| Ellevest, Inc. | 1,786 | $1.41M | 0.22% | +74+4.3% | Added |
| Proficio Capital Partners LLC | 1,792 | $1.41M | 0.09% | +151+9.2% | Added |
| Worth Asset Management, LLC | 1,802 | $1.42M | 0.70% | +1,802 | New |
| Schear Investment Advisers, LLC | 1,839 | $1.45M | 0.72% | −78−4.1% | Reduced |
| Pictet & Cie (Europe) SA | 1,851 | $1.46M | 0.03% | −18−1.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,856 | $1.46M | 0.70% | −18−1.0% | Reduced |
| Precedent Wealth Partners, LLC | 1,859 | $1.46M | 0.36% | +373+25.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,867 | $1.47M | 0.19% | +33+1.8% | Added |
| Arete Wealth Advisors, LLC | 1,872 | $1.48M | 0.11% | +891+90.8% | Added |
| Scientech Research LLC | 1,876 | $1.48M | 0.36% | +1,876 | New |
| Ramirez Asset Management, Inc. | 1,880 | $1.48M | 0.22% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,882 | $1.48M | 0.14% | −178−8.6% | Reduced |
| Old Port Advisors | 1,893 | $1.49M | 0.41% | −34−1.8% | Reduced |
| CVFG LLC | 1,897 | $1.49M | 1.18% | −42−2.2% | Reduced |
| Barbara Oil Co. | 1,900 | $1.50M | 0.59% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,916 | $1.51M | 0.07% | +135+7.6% | Added |
| Great Diamond Partners, LLC | 1,917 | $1.51M | 0.32% | +1,563+441.5% | Added |
| BSW Wealth Partners | 1,918 | $1.51M | 0.21% | +11+0.6% | Added |
| Fidelis Capital Partners, LLC | 1,947 | $1.52M | 0.14% | +117+6.4% | Added |
| Mutual Advisors, LLC | 1,931 | $1.52M | 0.04% | −80−4.0% | Reduced |
| Sowell Financial Services LLC | 1,930 | $1.52M | 0.06% | +534+38.3% | Added |
| Cookson Peirce & Co Inc | 1,951 | $1.54M | 0.07% | +1,951 | New |
| Nixon Peabody Trust Co | 1,955 | $1.54M | 0.12% | −170−8.0% | Reduced |
| Massmutual Trust Co FSB | 1,963 | $1.55M | 0.04% | −202−9.3% | Reduced |
| Pittenger & Anderson Inc | 1,966 | $1.55M | 0.06% | +6+0.3% | Added |
| Mirabella Financial Services LLP | 1,967 | $1.55M | 0.16% | −1,700−46.4% | Reduced |
| Trust Point Inc. | 1,968 | $1.55M | 0.15% | +353+21.9% | Added |
| Symphony Financial, Ltd. Co. | 5,899 | $1.55M | 0.20% | +5,899 | New |
| Flagship Harbor Advisors, LLC | 1,981 | $1.56M | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,982 | $1.56M | 0.24% | −17−0.9% | Reduced |
| Oarsman Capital, Inc. | 1,996 | $1.57M | 0.25% | +52+2.7% | Added |
| FSA Wealth Management LLC | 2,000 | $1.58M | 0.62% | −37−1.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,000 | $1.58M | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,000 | $1.58M | 0.29% | −1,118−35.9% | Reduced |
| Wallace Hart LLC | 2,002 | $1.58M | 1.25% | +2,002 | New |
| Optas, LLC | 2,003 | $1.58M | 0.30% | +304+17.9% | Added |
| Versor Investments LP | 2,003 | $1.58M | 0.28% | +1,115+125.6% | Added |
| Journey Strategic Wealth LLC | 2,009 | $1.58M | 0.05% | +810+67.6% | Added |
| Intrust Bank NA | 2,011 | $1.58M | 0.14% | +163+8.8% | Added |
| ICONIQ Capital, LLC | 2,015 | $1.59M | 0.03% | +5+0.2% | Added |
| Byrne Financial Freedom, LLC | 2,019 | $1.59M | 0.79% | −3−0.1% | Reduced |
| Mirador Capital Partners LP | 2,022 | $1.59M | 0.26% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,026 | $1.60M | 1.04% | +2,026 | New |
| RiverPark Advisors, LLC | 2,030 | $1.60M | 0.98% | −378−15.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,030 | $1.60M | 1.42% | +6+0.3% | Added |
| Wedbush Securities Inc | 2,039 | $1.61M | 0.06% | −126−5.8% | Reduced |
| Trueblood Wealth Management, LLC | 2,045 | $1.61M | 0.67% | +105+5.4% | Added |
| Austin Private Wealth, LLC | 2,048 | $1.61M | 0.13% | −195−8.7% | Reduced |
| Accretive Wealth Partners, LLC | 2,049 | $1.61M | 0.53% | +18+0.9% | Added |
| RFG Advisory, LLC | 2,055 | $1.62M | 0.04% | +53+2.6% | Added |
| Motiv8 Investments LLC | 2,060 | $1.62M | 0.99% | +206+11.1% | Added |
| United Asset Strategies, Inc. | 2,067 | $1.63M | 0.14% | +5+0.2% | Added |
| Global Retirement Partners, LLC | 2,069 | $1.63M | 0.04% | +2,069 | New |
| Brookstone Capital Management | 2,073 | $1.63M | 0.02% | +70+3.5% | Added |
| Aaron Wealth Advisors | 2,075 | $1.63M | 0.17% | +1,019+96.5% | Added |
| Capital Investment Advisors, LLC | 2,094 | $1.65M | 0.03% | +105+5.3% | Added |
| Asset Dedication, LLC | 2,114 | $1.67M | 0.12% | +68+3.3% | Added |
| Equitable Holdings, Inc. | 2,119 | $1.67M | 0.01% | +310+17.1% | Added |
| Wealth Alliance | 2,120 | $1.67M | 0.19% | +77+3.8% | Added |
| Ascent Group, LLC | 2,133 | $1.68M | 0.07% | +531+33.1% | Added |
| Alpha Family Trust | 2,150 | $1.69M | 0.84% | +485+29.1% | Added |
| Convergence Financial, LLC | 2,175 | $1.71M | 0.29% | +2,175 | New |
| McRae Capital Management Inc | 2,187 | $1.72M | 0.35% | +15+0.7% | Added |
| Smith, Salley & Associates | 2,190 | $1.73M | 0.10% | +236+12.1% | Added |
| Transcend Wealth Collective, LLC | 2,196 | $1.73M | 0.13% | +270+14.0% | Added |
| Quent Capital, LLC | 2,206 | $1.74M | 0.17% | +83+3.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.75M | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 2,230 | $1.76M | 0.19% | +567+34.1% | Added |
| Arlington Trust Co LLC | 2,234 | $1.76M | 0.34% | +24+1.1% | Added |
| Capital Planning Advisors, LLC | 2,235 | $1.76M | 0.26% | −101−4.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,236 | $1.76M | 0.25% | +202+9.9% | Added |
| BNP Paribas | 2,241 | $1.77M | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,255 | $1.78M | 0.07% | +59+2.7% | Added |
| Pensionmark Financial Group, LLC | 2,262 | $1.78M | 0.04% | +1,076+90.7% | Added |
| Compagnie Lombard Odier SCmA | 2,265 | $1.78M | 0.02% | −135−5.6% | Reduced |
| StoneX Group Inc. | 2,271 | $1.79M | 0.09% | −222−8.9% | Reduced |
| Advisor OS, LLC | 2,272 | $1.79M | 0.18% | −249−9.9% | Reduced |
| Capital & Planning, LLC | 2,282 | $1.80M | 1.22% | −34−1.5% | Reduced |
| Quantitative Investment Management, LLC | 2,287 | $1.80M | 0.24% | +237+11.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,290 | $1.80M | 0.04% | +193+9.2% | Added |
| ROI Financial Advisors, LLC | 2,293 | $1.81M | 1.15% | −188−7.6% | Reduced |
| Quotient Wealth Partners, LLC | 2,310 | $1.82M | 0.05% | −67−2.8% | Reduced |
| Promus Capital, LLC | 2,315 | $1.82M | 1.18% | +422+22.3% | Added |
| Choate Investment Advisors | 2,318 | $1.83M | 0.04% | −112−4.6% | Reduced |
| VestGen Advisors, LLC | 2,330 | $1.83M | 0.07% | +1,543+196.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,334 | $1.84M | 0.17% | −737−24.0% | Reduced |
| Commerzbank Aktiengesellschaft | 2,342 | $1.84M | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,343 | $1.85M | 0.34% | +73+3.2% | Added |
| Peak Asset Management, LLC | 2,345 | $1.85M | 0.34% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,347 | $1.85M | 0.34% | −150−6.0% | Reduced |
| Wealthspire Advisors, LLC | 2,348 | $1.85M | 0.01% | +283+13.7% | Added |
| Clarius Group, LLC | 2,354 | $1.85M | 0.11% | +21+0.9% | Added |
| Cascade Investment Group, Inc. | 2,357 | $1.86M | 1.30% | −56−2.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,358 | $1.86M | 0.03% | +2,358 | New |
| Chesley Taft & Associates LLC | 2,364 | $1.86M | 0.08% | +4+0.2% | Added |
| Citizens National Bank Trust Department | 2,377 | $1.87M | 0.37% | −64−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,394 | $1.89M | 0.02% | +83+3.6% | Added |
| Ironwood Investment Counsel, LLC | 2,394 | $1.89M | 0.29% | −16−0.7% | Reduced |