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 |
|---|---|---|---|---|---|
| Baader Bank INC | 4,966 | $3.91M | 0.34% | +1,737+53.8% | Added |
| Davidson Capital Management Inc. | 4,994 | $3.93M | 0.94% | +74+1.5% | Added |
| Decatur Capital Management, Inc. | 4,999 | $3.94M | 1.72% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $3.94M | 0.54% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,017 | $3.95M | 0.09% | +516+11.5% | Added |
| Central Trust Co | 5,031 | $3.96M | 0.09% | −160−3.1% | Reduced |
| Keel Point, LLC | 5,035 | $3.97M | 0.26% | +2,767+122.0% | Added |
| Hillsdale Investment Management Inc. | 5,052 | $3.98M | 0.15% | +4,850+2,401.0% | Added |
| Point72 (DIFC) Ltd | 5,071 | $3.99M | 0.32% | +3,191+169.7% | Added |
| Congress Wealth Management LLC | 5,099 | $4.01M | 0.04% | +1,011+24.7% | Added |
| Roundview Capital LLC | 5,125 | $4.04M | 0.27% | −777−13.2% | Reduced |
| S.A. Mason LLC | 5,135 | $4.04M | 1.96% | −23−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 5,140 | $4.05M | 0.04% | +501+10.8% | Added |
| Evergreen Capital Management LLC | 5,148 | $4.05M | 0.12% | +114+2.3% | Added |
| PFG Advisors | 5,156 | $4.06M | 0.19% | +936+22.2% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $4.07M | 1.52% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 5,179 | $4.08M | 0.51% | +10.0% | Added |
| Logan Capital Management Inc | 5,189 | $4.09M | 0.19% | −790−13.2% | Reduced |
| Ballentine Partners, LLC | 5,210 | $4.10M | 0.06% | +774+17.4% | Added |
| Gluskin Sheff & Assoc Inc | 5,251 | $4.14M | 0.50% | +226+4.5% | Added |
| Milestone Asset Management, LLC | 5,255 | $4.14M | 0.87% | +5,255 | New |
| Guardian Capital LP | 5,267 | $4.15M | 0.15% | +447+9.3% | Added |
| Pinnbrook Capital Management LP | 5,274 | $4.15M | 1.09% | +5,274 | New |
| Advent International Corp | 5,318 | $4.19M | 0.14% | 00.0% | Unchanged |
| First Bank & Trust | 5,350 | $4.21M | 0.75% | −135−2.5% | Reduced |
| Brown Brothers Harriman & Co | 5,355 | $4.22M | 0.03% | +741+16.1% | Added |
| ABN AMRO Bank N.V. | 5,350 | $4.24M | 0.06% | +11+0.2% | Added |
| Scotia Capital Inc. | 5,410 | $4.26M | 0.02% | +460+9.3% | Added |
| City Holding Co | 5,412 | $4.26M | 0.56% | −35−0.6% | Reduced |
| Karani Asset Management LLC | 5,425 | $4.27M | 4.14% | −192−3.4% | Reduced |
| Unique Wealth, LLC | 5,429 | $4.28M | 0.69% | +270+5.2% | Added |
| Pacific Point Advisors, LLC | 5,430 | $4.28M | 2.32% | −74−1.3% | Reduced |
| Equitable Trust Co | 5,434 | $4.28M | 0.21% | −58−1.1% | Reduced |
| L & S Advisors Inc | 5,444 | $4.29M | 0.42% | −993−15.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,484 | $4.32M | 0.36% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 5,499 | $4.33M | 0.38% | −1,000−15.4% | Reduced |
| Two Point Capital Management, Inc. | 5,503 | $4.33M | 1.84% | +5,503 | New |
| Caxton Associates LLP | 5,523 | $4.35M | 0.11% | +2,374+75.4% | Added |
| NewEdge Wealth, LLC | 5,744 | $4.37M | 0.07% | +351+6.5% | Added |
| Perigon Wealth Management, LLC | 5,558 | $4.38M | 0.10% | +316+6.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,564 | $4.38M | 0.15% | +458+9.0% | Added |
| Concurrent Investment Advisors, LLC | 5,585 | $4.40M | 0.09% | +348+6.6% | Added |
| Mather Group, LLC. | 5,604 | $4.41M | 0.05% | −157−2.7% | Reduced |
| Brasada Capital Management, LP | 5,656 | $4.42M | 0.75% | +92+1.7% | Added |
| Agf Management Ltd | 5,609 | $4.42M | 0.02% | −95,837−94.5% | Reduced |
| Machina Capital S.A.S. | 5,630 | $4.43M | 0.92% | +5,630 | New |
| Vestcor Inc | 5,650 | $4.45M | 0.13% | +240+4.4% | Added |
| Roberts Wealth Advisors, LLC | 5,655 | $4.45M | 1.28% | −85−1.5% | Reduced |
| Allworth Financial LP | 5,668 | $4.46M | 0.02% | +2,654+88.1% | Added |
| Martin Capital Advisors, LLP | 5,692 | $4.48M | 2.92% | +85+1.5% | Added |
| Point72 Europe (London) LLP | 5,700 | $4.49M | 0.23% | −25,500−81.7% | Reduced |
| Aubrey Capital Management Ltd | 8,300 | $4.51M | 1.64% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,738 | $4.52M | 0.09% | +2,659+86.4% | Added |
| S&CO Inc | 5,750 | $4.53M | 0.29% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,779 | $4.55M | 0.29% | +1,177+25.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,800 | $4.57M | 2.38% | +2,200+61.1% | Added |
| Ocean Capital Management, LLC | 5,828 | $4.59M | 1.01% | −124−2.1% | Reduced |
| Harbor Capital Advisors, Inc. | 5,937 | $4.68M | 0.20% | −45−0.8% | Reduced |
| Alps Advisors Inc | 5,961 | $4.70M | 0.03% | −393−6.2% | Reduced |
| Hilltop Holdings Inc. | 5,982 | $4.71M | 0.30% | −82−1.4% | Reduced |
| Scharf Investments, LLC | 5,989 | $4.72M | 0.14% | +482+8.8% | Added |
| Landscape Capital Management, L.L.C. | 6,002 | $4.73M | 0.37% | −4,719−44.0% | Reduced |
| Flputnam Investment Management Co | 6,011 | $4.73M | 0.08% | −6−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,031 | $4.75M | 0.32% | −583−8.8% | Reduced |
| Signaturefd, LLC | 6,056 | $4.77M | 0.08% | +343+6.0% | Added |
| TD Private Client Wealth LLC | 6,097 | $4.80M | 0.12% | −19−0.3% | Reduced |
| J. Safra Sarasin Holding AG | 6,138 | $4.83M | 0.08% | +2,900+89.6% | Added |
| Private Capital Advisors, Inc. | 6,150 | $4.84M | 0.59% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 6,161 | $4.85M | 1.08% | −148−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,166 | $4.86M | 0.29% | +96+1.6% | Added |
| MUFG Securities Americas Inc. | 6,196 | $4.88M | 0.42% | +1,241+25.0% | Added |
| CBOE Vest Financial, LLC | 6,208 | $4.89M | 0.07% | +1,200+24.0% | Added |
| Allen Capital Group, LLC | 6,277 | $4.94M | 0.52% | +431+7.4% | Added |
| Weil Company, Inc. | 6,292 | $4.96M | 1.31% | −221−3.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,304 | $4.97M | 0.07% | +1,924+43.9% | Added |
| Reuter James Wealth Management, LLC | 6,355 | $5.01M | 0.79% | −7−0.1% | Reduced |
| Vise Technologies, Inc. | 6,391 | $5.03M | 0.21% | +6,391 | New |
| Cypress Capital Group | 6,423 | $5.06M | 0.63% | −117−1.8% | Reduced |
| Parsons Capital Management Inc | 6,457 | $5.09M | 0.31% | −234−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 6,458 | $5.09M | 0.07% | −10.0% | Reduced |
| Monograph Wealth Advisors, LLC | 6,522 | $5.14M | 0.63% | +8+0.1% | Added |
| Everence Capital Management Inc | 6,540 | $5.15M | 0.33% | 00.0% | Unchanged |
| Boit C F David | 6,550 | $5.16M | 2.48% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,608 | $5.20M | 0.19% | +152+2.4% | Added |
| Close Asset Management Ltd | 6,623 | $5.22M | 0.15% | +3,335+101.4% | Added |
| Dorsey Wright & Associates | 6,650 | $5.24M | 1.25% | +6,650 | New |
| Meeder Advisory Services, Inc. | 6,675 | $5.26M | 0.27% | +486+7.9% | Added |
| Cohen Investment Advisors LLC | 6,754 | $5.32M | 2.78% | +112+1.7% | Added |
| Dnca Finance | 6,800 | $5.36M | 0.41% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 6,814 | $5.37M | 0.08% | −1,100−13.9% | Reduced |
| 111 Capital | 6,832 | $5.38M | 0.93% | +3,452+102.1% | Added |
| Watchman Group, Inc. | 6,847 | $5.39M | 1.41% | +11+0.2% | Added |
| Jennison Associates LLC | 6,871 | $5.41M | 0.00% | +427+6.6% | Added |
| EP Wealth Advisors, LLC | 6,872 | $5.41M | 0.04% | −1,239−15.3% | Reduced |
| Legal Advantage Investments, Inc. | 6,901 | $5.44M | 2.54% | −415−5.7% | Reduced |
| Diversify Wealth Management, LLC | 7,629 | $5.44M | 0.34% | +763+11.1% | Added |
| Hohimer Wealth Management, LLC | 6,917 | $5.45M | 0.97% | −179−2.5% | Reduced |
| Stokes Capital Advisors, LLC | 6,928 | $5.46M | 1.34% | −97−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 6,992 | $5.51M | 0.05% | +1,163+20.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,037 | $5.54M | 0.35% | −191−2.6% | Reduced |