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
- 2,213
- +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
- 712 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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 32 | $25.2K | 0.01% | −1−3.0% | Reduced |
| Old Point Trust & Financial Services N A | 32 | $25.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $25.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 32 | $25.2K | 0.00% | +27+540.0% | Added |
| Centricity Wealth Management, LLC | 33 | $26.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 34 | $26.5K | 0.00% | +21+161.5% | Added |
| Tompkins Financial Corp | 35 | $27.6K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $28.1K | 0.01% | +19+111.8% | Added |
| Sagard Holdings Management Inc. | 36 | $28.4K | 0.08% | +36 | New |
| True Wealth Design, LLC | 37 | $28.8K | 0.01% | +27+270.0% | Added |
| Ridgewood Investments LLC | 39 | $30.7K | 0.01% | +10+34.5% | Added |
| MCF Advisors LLC | 39 | $30.7K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $31.5K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $31.5K | 0.08% | +40 | New |
| Fairscale Capital, LLC | 41 | $32.2K | 0.02% | +34+485.7% | Added |
| Total Investment Management Inc | 42 | $33.1K | 0.00% | +42 | New |
| Spurstone Advisory Services, LLC | 45 | $35.4K | 0.54% | +45 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $35.4K | 0.00% | +1+2.3% | Added |
| Kilter Group LLC | 45 | $35.4K | 0.02% | +45 | New |
| Ogorek Anthony Joseph | 46 | $36.0K | 0.01% | +8+21.1% | Added |
| RMG Wealth Management LLC | 49 | $36.9K | 0.01% | +49 | New |
| Bellwether Advisors, LLC | 47 | $37.0K | 0.01% | +47 | New |
| Boreal Capital Management LLC | 50 | $39.4K | 0.03% | +50 | New |
| Albion Financial Group | 50 | $39.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $39.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $39.4K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 54 | $42.0K | 0.01% | +19+54.3% | Added |
| Bangor Savings Bank | 54 | $42.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $42.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $42.5K | 0.00% | +9+20.0% | Added |
| LOM Asset Management Ltd | 55 | $43.0K | 0.01% | +55 | New |
| VSM Wealth Advisory, LLC | 56 | $44.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $44.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 57 | $44.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 58 | $45.8K | 0.01% | −5−7.9% | Reduced |
| Delos Wealth Advisors, LLC | 59 | $46.5K | 0.04% | +59 | New |
| Moisand Fitzgerald Tamayo, LLC | 60 | $47.3K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 60 | $47.3K | 0.11% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 60 | $47.3K | 0.02% | +60 | New |
| Toth Financial Advisory Corp | 61 | $47.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 61 | $48.0K | 0.01% | +3+5.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 61 | $48.0K | 0.00% | +61 | New |
| Loomis Sayles & Co L P | 61 | $48.0K | 0.00% | −30−33.0% | Reduced |
| Creative Financial Designs Inc | 61 | $48.0K | 0.00% | +1+1.7% | Added |
| Activest Wealth Management | 62 | $48.8K | 0.01% | −1−1.6% | Reduced |
| Cetera Trust Company, N.A | 62 | $48.8K | 0.03% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 62 | $48.8K | 0.02% | +62 | New |
| Sachetta, LLC | 63 | $49.6K | 0.02% | −7−10.0% | Reduced |
| Piscataqua Savings Bank | 65 | $51.2K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 67 | $52.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 68 | $53.6K | 0.02% | 00.0% | Unchanged |
| Vega Investment Solutions | 69 | $54.3K | 0.01% | −72−51.1% | Reduced |
| Rialto Wealth Management, LLC | 71 | $55.9K | 0.02% | +1+1.4% | Added |
| Kings Path Partners LLC | 72 | $56.7K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 72 | $56.7K | 0.00% | +22+44.0% | Added |
| Rational Advisors LLC | 72 | $56.7K | 0.01% | +72 | New |
| Quest 10 Wealth Builders, Inc. | 74 | $58.0K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 74 | $58.3K | 0.00% | +3+4.2% | Added |
| Rakuten Securities, Inc. | 74 | $58.3K | 0.02% | +58+362.5% | Added |
| Kimelman & Baird, LLC | 75 | $59.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 75 | $59.3K | 0.02% | +4+5.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 81 | $63.8K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 82 | $64.4K | 0.03% | −11−11.8% | Reduced |
| Pacifica Partners Inc. | 83 | $64.5K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 83 | $65.4K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 84 | $66.2K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $67.4K | 0.02% | +3+3.6% | Added |
| Paladin Advisory Group, LLC | 86 | $67.7K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 88 | $69.3K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 89 | $69.3K | 0.01% | +7+8.5% | Added |
| Hilltop National Bank | 89 | $70.1K | 0.02% | +89 | New |
| Retirement Wealth Solutions LLC | 91 | $71.8K | 0.05% | −2−2.2% | Reduced |
| Salomon & Ludwin, LLC | 94 | $72.7K | 0.01% | +25+36.2% | Added |
| Medallion Wealth Advisors, LLC | 97 | $75.6K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 97 | $76.5K | 0.02% | +49+102.1% | Added |
| Sarver Vrooman Wealth Advisors | 98 | $77.2K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $78.4K | 0.01% | +2+2.0% | Added |
| Virtus ETF Advisers LLC | 100 | $78.8K | 0.05% | 00.0% | Unchanged |
| Binnacle Investments Inc | 101 | $79.6K | 0.05% | +7+7.4% | Added |
| DecisionPoint Financial, LLC | 105 | $81.9K | 0.02% | +5+5.0% | Added |
| Hazlett, Burt & Watson, Inc. | 104 | $82.0K | 0.03% | −6−5.5% | Reduced |
| TD Capital Management LLC | 105 | $82.8K | 0.01% | +50+90.9% | Added |
| NVWM, LLC | 107 | $84.3K | 0.02% | +2+1.9% | Added |
| Financial Management Professionals, Inc. | 108 | $85.1K | 0.01% | −8−6.9% | Reduced |
| Legacy Wealth Managment, LLC | 108 | $85.1K | 0.05% | −10−8.5% | Reduced |
| Legacy Investment Solutions, LLC | 108 | $85.1K | 0.05% | +108 | New |
| Redwood Park Advisors LLC | 110 | $86.6K | 0.07% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 111 | $87.4K | 0.01% | −4−3.5% | Reduced |
| Islay Capital Management, LLC | 117 | $92.2K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 124 | $97.7K | 0.05% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 124 | $97.7K | 0.14% | +124 | New |
| Anfield Capital Management, LLC | 125 | $98.5K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 128 | $101.0K | 0.05% | +98+326.7% | Added |
| Eisler Capital Management Ltd. | 130 | $102.5K | 0.00% | −9,066−98.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 131 | $103.2K | 0.10% | 00.0% | Unchanged |
| Curio Wealth, LLC | 134 | $105.5K | 0.05% | +133+13,300.0% | Added |
| Independence Bank of Kentucky | 135 | $106.3K | 0.02% | −15−10.0% | Reduced |
| NBC Securities, Inc. | 136 | $107.0K | 0.01% | −15−9.9% | Reduced |
| Private Wealth Management Group, LLC | 141 | $111.1K | 0.04% | +3+2.2% | Added |
| Ofi Invest Asset Management | 167 | $112.1K | 0.00% | −5,688−97.1% | Reduced |