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 |
|---|---|---|---|---|---|
| Abc Arbitrage SA | 2,394 | $1.89M | 0.22% | +2,394 | New |
| Arkadios Wealth Advisors | 2,430 | $1.91M | 0.06% | +412+20.4% | Added |
| Summit Global Investments | 2,448 | $1.93M | 0.11% | +1,454+146.3% | Added |
| Roberts Glore & Co Inc | 2,452 | $1.93M | 0.56% | −35−1.4% | Reduced |
| Bayesian Capital Management, LP | 2,453 | $1.93M | 0.31% | −6,847−73.6% | Reduced |
| Elmwood Wealth Management, Inc. | 2,461 | $1.94M | 0.77% | −21−0.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 2,461 | $1.94M | 1.28% | −139−5.3% | Reduced |
| Glenview Trust Co | 2,505 | $1.97M | 0.03% | −156−5.9% | Reduced |
| Fulton Bank, N.A. | 2,517 | $1.98M | 0.07% | +71+2.9% | Added |
| Anchor Investment Management, LLC | 2,525 | $1.99M | 0.17% | +83+3.4% | Added |
| Family Legacy, Inc. | 2,537 | $2.00M | 0.65% | +5+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,543 | $2.00M | 0.26% | +337+15.3% | Added |
| BancorpSouth Bank | 2,557 | $2.01M | 0.13% | +4+0.2% | Added |
| Quintet Private Bank (Europe) S.A. | 2,557 | $2.01M | 0.12% | −746−22.6% | Reduced |
| Eqis Capital Management, Inc. | 2,562 | $2.02M | 0.16% | −276−9.7% | Reduced |
| Modera Wealth Management, LLC | 2,567 | $2.02M | 0.03% | −10.0% | Reduced |
| Jane Street Group, LLC | 2,583 | $2.03M | 0.00% | −74,564−96.7% | Reduced |
| Glynn Capital Management LLC | 2,594 | $2.04M | 0.46% | −300−10.4% | Reduced |
| Generali Investments, Management Co LLC | 2,604 | $2.05M | 0.46% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,613 | $2.06M | 0.04% | +28+1.1% | Added |
| Silicon Valley Capital Partners | 2,615 | $2.06M | 0.21% | +4+0.2% | Added |
| Stevens Capital Management LP | 2,617 | $2.06M | 0.56% | +2,617 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,617 | $2.06M | 0.10% | −2,707−50.8% | Reduced |
| BankPlus Trust Department | 2,627 | $2.07M | 0.61% | +270+11.5% | Added |
| Valeo Financial Advisors, LLC | 2,629 | $2.07M | 0.05% | +191+7.8% | Added |
| SRS Capital Advisors, Inc. | 2,556 | $2.07M | 0.10% | +328+14.7% | Added |
| Scissortail Wealth Management, LLC | 2,640 | $2.08M | 0.50% | +2,093+382.6% | Added |
| Novare Capital Management LLC | 2,669 | $2.10M | 0.17% | −81−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,675 | $2.11M | 0.11% | −119−4.3% | Reduced |
| Cigna Investments Inc | 2,694 | $2.12M | 0.36% | −73−2.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,695 | $2.12M | 0.19% | +53+2.0% | Added |
| Icon Wealth Advisors, LLC | 2,702 | $2.13M | 0.15% | +755+38.8% | Added |
| CenterBook Partners LP | 2,705 | $2.13M | 0.12% | +2,705 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $2.14M | 0.02% | 00.0% | Unchanged |
| MIG Capital, LLC | 2,726 | $2.15M | 0.23% | +2,726 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $2.16M | 0.24% | 00.0% | Unchanged |
| Argent Trust Co | 2,754 | $2.17M | 0.08% | −209−7.1% | Reduced |
| Edgestream Partners, L.P. | 2,755 | $2.17M | 0.06% | +252+10.1% | Added |
| FSM Wealth Advisors, LLC | 2,772 | $2.17M | 0.35% | +86+3.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,770 | $2.18M | 0.38% | −750−21.3% | Reduced |
| Cullinan Associates Inc | 2,770 | $2.18M | 0.14% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 2,777 | $2.19M | 0.39% | +2,777 | New |
| Okabena Investment Services Inc | 2,802 | $2.21M | 0.49% | +100+3.7% | Added |
| ZEGA Investments, LLC | 2,805 | $2.21M | 0.55% | −6−0.2% | Reduced |
| Concord Wealth Partners | 2,811 | $2.21M | 0.32% | −145−4.9% | Reduced |
| Concord Asset Management, LLC | 2,811 | $2.21M | 0.33% | +48+1.7% | Added |
| Dohj, LLC | 3,717 | $2.22M | 0.64% | −248−6.3% | Reduced |
| Abacus Planning Group, Inc. | 2,867 | $2.26M | 0.34% | +40+1.4% | Added |
| Eads & Heald Wealth Management | 2,871 | $2.26M | 1.12% | −2−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,880 | $2.27M | 0.06% | +2,478+616.4% | Added |
| Mattson Financial Services, LLC | 2,925 | $2.30M | 0.62% | −642−18.0% | Reduced |
| Darwin Advisors, LLC | 2,926 | $2.30M | 0.80% | −495−14.5% | Reduced |
| Crestwood Advisors Group LLC | 2,947 | $2.32M | 0.04% | +367+14.2% | Added |
| Integrated Wealth Concepts LLC | 2,968 | $2.34M | 0.02% | +787+36.1% | Added |
| MUFG Securities EMEA plc | 3,025 | $2.38M | 0.11% | +3,025 | New |
| Pinnacle Associates Ltd | 3,030 | $2.39M | 0.03% | +168+5.9% | Added |
| De Burlo Group Inc | 3,040 | $2.39M | 0.32% | −60−1.9% | Reduced |
| Qtron Investments LLC | 3,059 | $2.41M | 0.31% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,065 | $2.41M | 0.15% | −19−0.6% | Reduced |
| Stiles Financial Services Inc | 3,065 | $2.42M | 0.83% | −118−3.7% | Reduced |
| RMR Wealth Builders | 3,076 | $2.42M | 0.22% | +135+4.6% | Added |
| Stock Yards Bank & Trust Co | 3,079 | $2.43M | 0.08% | −309−9.1% | Reduced |
| GeoWealth Management, LLC | 3,087 | $2.43M | 0.09% | +214+7.4% | Added |
| Outfitter Financial LLC | 3,123 | $2.46M | 2.10% | −6−0.2% | Reduced |
| Boston Private Wealth LLC | 3,143 | $2.48M | 0.13% | +3,143 | New |
| Net Worth Advisory Group | 3,178 | $2.50M | 0.55% | −4−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,184 | $2.51M | 0.20% | +3,184 | New |
| RB Capital Management, LLC | 3,189 | $2.51M | 0.57% | +74+2.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.51M | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,193 | $2.52M | 0.03% | +1,586+98.7% | Added |
| IronOak Wealth LLC. | 3,198 | $2.52M | 2.45% | +3,198 | New |
| Caldwell Sutter Capital, Inc. | 3,200 | $2.52M | 1.15% | −200−5.9% | Reduced |
| Mirova US LLC | 3,218 | $2.53M | 0.03% | +3,218 | New |
| Signature Wealth Management Group | 3,219 | $2.54M | 1.00% | +22+0.7% | Added |
| Trust Asset Management LLC | 3,221 | $2.54M | 0.19% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 3,226 | $2.54M | 0.04% | −989−23.5% | Reduced |
| Congress Asset Management Co | 3,229 | $2.54M | 0.02% | −14,021−81.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,229 | $2.54M | 0.08% | −14,656−81.9% | Reduced |
| GM Advisory Group, Inc. | 3,229 | $2.54M | 0.13% | −3−0.1% | Reduced |
| AlphaCore Capital LLC | 3,235 | $2.55M | 0.10% | +1,582+95.7% | Added |
| Insight Wealth Strategies, LLC | 3,291 | $2.57M | 0.32% | +3,291 | New |
| HighVista Strategies LLC | 3,263 | $2.57M | 0.94% | −600−15.5% | Reduced |
| Clean Yield Group | 3,286 | $2.59M | 0.77% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,289 | $2.59M | 1.58% | +42+1.3% | Added |
| Buckingham Strategic Partners | 3,301 | $2.60M | 0.03% | +514+18.4% | Added |
| Game Creek Capital, LP | 3,300 | $2.60M | 1.33% | +3,300 | New |
| Lecap Asset Management Ltd | 3,318 | $2.61M | 0.92% | −526−13.7% | Reduced |
| Resources Investment Advisors, LLC. | 3,325 | $2.62M | 0.03% | +336+11.2% | Added |
| Valmark Advisers, Inc. | 3,328 | $2.62M | 0.04% | −3−0.1% | Reduced |
| Ellis Investment Partners, LLC | 3,335 | $2.63M | 0.51% | +10.0% | Added |
| Conway Capital Management, Inc. | 3,355 | $2.64M | 1.18% | −120−3.5% | Reduced |
| Univest Financial Corp | 3,359 | $2.65M | 0.16% | +63+1.9% | Added |
| ISAM Funds (UK) Ltd | 3,376 | $2.66M | 0.58% | +3,376 | New |
| Everhart Financial Group, Inc. | 3,378 | $2.66M | 0.31% | +879+35.2% | Added |
| Ironwood Financial, llc | 4,336 | $2.66M | 0.57% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,381 | $2.66M | 0.56% | −958−22.1% | Reduced |
| Naviter Wealth, LLC | 3,392 | $2.67M | 0.33% | −10−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 3,396 | $2.67M | 0.06% | −63−1.8% | Reduced |
| Fairfield, Bush & Co. | 3,398 | $2.68M | 1.51% | −215−6.0% | Reduced |
| Savvy Advisors, Inc. | 3,406 | $2.68M | 0.18% | +229+7.2% | Added |