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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 3,409 | $2.69M | 0.02% | +305+9.8% | Added |
| Berger Financial Group, Inc | 3,421 | $2.69M | 0.17% | −62−1.8% | Reduced |
| Diversify Advisory Services, LLC | 3,785 | $2.70M | 0.10% | +241+6.8% | Added |
| Gateway Investment Advisers LLC | 3,436 | $2.71M | 0.03% | −10,590−75.5% | Reduced |
| Ledyard National Bank | 3,440 | $2.71M | 0.26% | +3,017+713.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,452 | $2.72M | 0.11% | +8+0.2% | Added |
| Prana Capital Management, LP | 3,456 | $2.72M | 0.10% | −22,046−86.4% | Reduced |
| Account Management LLC | 3,465 | $2.73M | 3.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,480 | $2.74M | 0.02% | +207+6.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,495 | $2.75M | 0.34% | −90−2.5% | Reduced |
| Scratch Capital LLC | 3,503 | $2.76M | 2.24% | −97−2.7% | Reduced |
| HighPoint Advisor Group LLC | 3,506 | $2.76M | 0.15% | +85+2.5% | Added |
| Gladstone Institutional Advisory LLC | 3,525 | $2.78M | 0.11% | −32−0.9% | Reduced |
| Donoghue Forlines LLC | 3,532 | $2.78M | 0.79% | +3,532 | New |
| Skopos Labs, Inc. | 3,566 | $2.81M | 0.37% | +956+36.6% | Added |
| Willow Creek Wealth Management Inc. | 3,591 | $2.83M | 0.25% | +4+0.1% | Added |
| Synovus Financial Corp | 3,599 | $2.83M | 0.03% | −43−1.2% | Reduced |
| Jacobi Capital Management LLC | 3,601 | $2.84M | 0.19% | +184+5.4% | Added |
| IFP Advisors, Inc | 3,606 | $2.84M | 0.08% | −262−6.8% | Reduced |
| Dakota Wealth Management | 3,611 | $2.84M | 0.06% | −533−12.9% | Reduced |
| Prospera Financial Services Inc | 3,611 | $2.84M | 0.05% | +1,790+98.3% | Added |
| Adviser Investments LLC | 3,615 | $2.85M | 0.04% | −10.0% | Reduced |
| Syon Capital LLC | 3,620 | $2.85M | 0.19% | +907+33.4% | Added |
| Atomi Financial Group, Inc. | 3,624 | $2.85M | 0.11% | +373+11.5% | Added |
| Calamos Wealth Management LLC | 3,639 | $2.87M | 0.12% | +2,101+136.6% | Added |
| Penserra Capital Management LLC | 3,642 | $2.87M | 0.04% | +2,303+172.0% | Added |
| NorthRock Partners, LLC | 3,644 | $2.87M | 0.07% | +234+6.9% | Added |
| Catalytic Wealth RIA, LLC | 3,682 | $2.90M | 0.24% | +2,898+369.6% | Added |
| Summit Financial, LLC | 3,713 | $2.92M | 0.07% | −22−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,732 | $2.94M | 0.07% | −304−7.5% | Reduced |
| Central Pacific Bank - Trust Division | 3,746 | $2.95M | 0.38% | −318−7.8% | Reduced |
| Tema ETFs LLC | 3,765 | $2.97M | 0.79% | +1,045+38.4% | Added |
| Harfst & Associates, Inc. | 3,765 | $2.97M | 0.61% | −723−16.1% | Reduced |
| AXS Investments LLC | 3,772 | $2.97M | 1.22% | −2,004−34.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,797 | $2.99M | 0.36% | −98−2.5% | Reduced |
| Smartleaf Asset Management LLC | 3,862 | $3.00M | 0.26% | −110−2.8% | Reduced |
| Essex Investment Management Co LLC | 3,814 | $3.00M | 0.55% | −69−1.8% | Reduced |
| Inlet Private Wealth, LLC | 3,820 | $3.01M | 0.74% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 3,826 | $3.01M | 0.41% | −20−0.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,836 | $3.02M | 0.12% | +490+14.6% | Added |
| Circle Wealth Management, LLC | 3,842 | $3.03M | 0.07% | +391+11.3% | Added |
| Spears Abacus Advisors LLC | 3,852 | $3.03M | 0.06% | +3+0.1% | Added |
| Value Partners Investments Inc. | 3,866 | $3.04M | 0.24% | +189+5.1% | Added |
| Sagespring Wealth Partners, LLC | 3,887 | $3.06M | 0.07% | +675+21.0% | Added |
| TownSquare Capital, LLC | 3,903 | $3.07M | 0.30% | −13,878−78.0% | Reduced |
| Quantbot Technologies LP | 3,914 | $3.08M | 0.08% | +3,914 | New |
| Financial Gravity Companies, Inc. | 3,940 | $3.10M | 0.61% | +3,940 | New |
| Kornitzer Capital Management Inc | 3,983 | $3.14M | 0.06% | +56+1.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $3.15M | 0.67% | 00.0% | Unchanged |
| Cache Advisors, LLC | 4,017 | $3.16M | 0.86% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,020 | $3.17M | 0.94% | −115−2.8% | Reduced |
| Brighton Jones LLC | 4,052 | $3.19M | 0.09% | +171+4.4% | Added |
| MV Capital Management, Inc. | 4,095 | $3.23M | 0.33% | −134−3.2% | Reduced |
| Old National Bancorp | 4,106 | $3.23M | 0.06% | +341+9.1% | Added |
| Princeton Global Asset Management LLC | 4,117 | $3.24M | 0.59% | +137+3.4% | Added |
| Cloverfields Capital Group, LP | 4,131 | $3.25M | 0.97% | +6+0.1% | Added |
| Ostrum Asset Management | 4,143 | $3.26M | 0.15% | +512+14.1% | Added |
| Globeflex Capital L P | 4,167 | $3.28M | 0.27% | +4,167 | New |
| Wedmont Private Capital | 4,314 | $3.32M | 0.14% | +180+4.4% | Added |
| BDF-Gestion | 4,227 | $3.33M | 0.37% | −462−9.9% | Reduced |
| Graypoint LLC | 4,233 | $3.33M | 0.19% | +244+6.1% | Added |
| Scott & Selber, Inc. | 4,240 | $3.34M | 0.93% | +28+0.7% | Added |
| Venturi Wealth Management, LLC | 4,264 | $3.36M | 0.17% | +160+3.9% | Added |
| Cohen Capital Management, Inc. | 4,265 | $3.36M | 0.55% | −25−0.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,276 | $3.37M | 1.07% | −8−0.2% | Reduced |
| Ted Buchan & Co | 4,282 | $3.37M | 1.34% | −174−3.9% | Reduced |
| Ossiam | 4,288 | $3.38M | 0.04% | −26−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 4,336 | $3.42M | 0.24% | −813−15.8% | Reduced |
| STF Management LP | 4,346 | $3.42M | 1.35% | +110+2.6% | Added |
| Point72 Hong Kong Ltd | 4,349 | $3.43M | 0.24% | +4,349 | New |
| Petredis Investment Advisors LLC | 4,350 | $3.43M | 0.30% | +35+0.8% | Added |
| Highland Capital Management, LLC | 4,421 | $3.48M | 0.19% | +4,421 | New |
| Baer Investment Advisory LLC | 4,587 | $3.51M | 5.73% | −249−5.1% | Reduced |
| Peloton Wealth Strategists | 4,462 | $3.51M | 1.41% | +48+1.1% | Added |
| Employees Retirement System of Texas | 4,466 | $3.52M | 0.03% | +4,466 | New |
| Chilton Investment Co LLC | 4,469 | $3.52M | 0.08% | −710−13.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,487 | $3.53M | 0.25% | +10+0.2% | Added |
| Clearstead Advisors, LLC | 4,488 | $3.54M | 0.05% | +391+9.5% | Added |
| PKO Investment Management Joint-Stock Co | 4,500 | $3.54M | 0.38% | −2,000−30.8% | Reduced |
| Chatham Capital Group, Inc. | 4,525 | $3.56M | 0.54% | +125+2.8% | Added |
| Capital Asset Advisory Services LLC | 4,604 | $3.59M | 0.17% | −186−3.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,582 | $3.61M | 0.70% | −11−0.2% | Reduced |
| Biltmore Family Office, LLC | 4,588 | $3.61M | 0.61% | +10.0% | Added |
| RVW Wealth, LLC | 4,597 | $3.62M | 0.31% | −4−0.1% | Reduced |
| Avestar Capital, LLC | 4,609 | $3.63M | 0.27% | +510+12.4% | Added |
| Nebula Research & Development LLC | 4,633 | $3.65M | 0.31% | +4,633 | New |
| VCI Wealth Management LLC | 4,653 | $3.66M | 1.28% | +395+9.3% | Added |
| Fairbanks Capital Management, Inc. | 4,673 | $3.68M | 2.10% | −100−2.1% | Reduced |
| Principal Securities, Inc. | 4,681 | $3.69M | 0.07% | −2,604−35.7% | Reduced |
| Illumine Investment Management, LLC | 4,776 | $3.76M | 2.99% | +44+0.9% | Added |
| Guardian Partners Inc. | 4,905 | $3.77M | 0.34% | +85+1.8% | Added |
| Harrington Investments, INC | 4,794 | $3.78M | 2.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 4,800 | $3.78M | 0.13% | −800−14.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,800 | $3.78M | 1.75% | −10.0% | Reduced |
| Welch & Forbes LLC | 4,864 | $3.83M | 0.05% | +450+10.2% | Added |
| Compass Wealth Management LLC | 4,870 | $3.84M | 0.91% | 00.0% | Unchanged |
| Whitford Management LLC | 4,878 | $3.84M | 4.08% | +4,878 | New |
| Bridgefront Capital, LLC | 4,896 | $3.86M | 1.02% | +459+10.3% | Added |
| Frank, Rimerman Advisors LLC | 4,897 | $3.86M | 0.26% | +901+22.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 4,939 | $3.89M | 0.41% | +4,939 | New |