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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.

Institutional holdersQ2 2025: 2,213 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ2 2025: $188.1B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2025.

Institutions holding INTU in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Latitude Advisors, LLC288$226.7K0.11%+288New
My Legacy Advisors, LLC304$227.4K0.08%+304New
Berkeley, Inc289$227.6K0.08%+289New
Burton Enright Welch290$228.4K0.04%−70−19.4%Reduced
Strategy Asset Managers LLC290$228.4K0.04%+290New
Phillips Financial Management, LLC290$228.4K0.02%+290New
Verus Capital Partners, LLC290$228.5K0.02%+290New
Independent Wealth Network Inc.292$230.0K0.08%+292New
CSM Advisors, LLC290$230.0K0.01%+290New
Ironvine Capital Partners, LLC293$230.8K0.02%+293New
DT Investment Partners, LLC295$232.4K0.02%00.0%Unchanged
Hamilton Capital, LLC296$233.1K0.01%+296New
Palumbo Wealth Management LLC297$233.9K0.07%+297New
Vaughan David Investments LLC297$234.0K0.01%+297New
Balboa Wealth Partners297$234.3K0.05%+297New
Cohen & Steers, Inc.300$236.0K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC300$236.3K0.18%00.0%Unchanged
Silver Lake Advisory, LLC300$236.3K0.10%+300New
Convergence Investment Partners, LLC301$237.3K0.06%+301New
BayBridge Capital Group, LLC304$239.4K0.15%+304New
Autumn Glory Partners, LLC304$239.4K0.11%+304New
Consilio Wealth Advisors, LLC309$240.0K0.09%+309New
Pine Haven Investment Counsel, Inc305$240.2K0.19%+305New
UMA Financial Services, Inc.306$241.0K0.04%+2+0.7%Added
Bell Bank306$241.0K0.01%+306New
Intelligence Driven Advisers, LLC307$241.9K0.04%+307New
ARS Wealth Advisors Group, LLC308$242.6K0.03%+308New
Brown Wealth Management, LLC308$242.6K0.08%+308New
DLD Asset Management, LP309$243.4K0.03%+309New
Fulton Breakefield Broenniman LLC310$244.2K0.02%+310New
Keudell/Morrison Wealth Management310$244.2K0.05%+310New
Victory Financial Group, LLC310$244.2K0.04%+310New
Hemington Wealth Management311$245.0K0.04%−4−1.3%Reduced
Fielder Capital Group LLC311$245.0K0.07%+311New
Foronjy Financial LLC311$245.1K0.11%+311New
Wealthstream Advisors, Inc.312$245.7K0.04%+312New
Covestor Ltd312$246.0K0.15%+50+19.1%Added
Nwam LLC313$246.1K0.01%+313New
Retirement Solution Inc.314$247.0K0.06%+314New
Arvest Bank Trust Division314$247.3K0.01%+314New
New Century Financial Group, LLC315$248.1K0.29%−35−10.0%Reduced
Aspen Grove Capital, LLC315$248.1K0.04%+315New
Fermata Advisors, LLC316$248.5K0.07%−137−30.2%Reduced
Trilogy Capital Inc.316$248.9K0.01%−3,247−91.1%Reduced
Aletheian Wealth Advisors LLC316$248.9K0.12%+316New
Baron Wealth Management LLC316$248.9K0.09%+316New
Westmount Partners, LLC317$249.7K0.07%+317New
Northwest Wealth Management, LLC319$251.3K0.05%+319New
Journey Advisory Group, LLC320$252.0K0.02%−91−22.1%Reduced
Parkwoods Wealth Partners, LLC320$252.0K0.15%+320New
Jaffetilchin Investment Partners, LLC321$252.5K0.02%−73−18.5%Reduced
Ignite Planners, LLC336$252.9K0.04%+1+0.3%Added
Baker Tilly Wealth Management, LLC322$253.6K0.09%+322New
Osprey Private Wealth LLC325$253.7K0.14%00.0%Unchanged
CFS Investment Advisory Services, LLC324$255.0K0.02%+324New
Sunpointe, LLC326$256.6K0.10%−13−3.8%Reduced
Ameritas Advisory Services, LLC329$258.9K0.01%−77−19.0%Reduced
Farmers & Merchants Trust Co of Long Beach329$259.1K0.06%+329New
Consolidated Capital Management, LLC329$259.1K0.09%−25−7.1%Reduced
YANKCOM Partnership329$259.1K0.13%−8−2.4%Reduced
Sound Income Strategies, LLC331$260.7K0.01%−17−4.9%Reduced
Blue Chip Partners, Inc.332$261.2K0.02%+332New
Echo45 Advisors LLC332$261.4K0.16%−8−2.4%Reduced
First Citizens Financial Corp332$261.5K0.14%+332New
Galvin, Gaustad & Stein, LLC332$261.5K0.02%00.0%Unchanged
Farmers National Bank333$262.3K0.07%+333New
WPG Advisers, LLC335$263.9K0.22%+13+4.0%Added
EntryPoint Capital, LLC336$264.6K0.13%−618−64.8%Reduced
Atlantic Union Bankshares Corp336$264.6K0.01%+336New
Wealth Group, Ltd.336$265.0K0.26%+336New
Chancellor Financial Group WB LP337$265.4K0.21%00.0%Unchanged
DecisionMap Wealth Management, LLC338$266.2K0.18%+338New
Beese Fulmer Investment Management, Inc.338$266.2K0.02%+338New
Royal Fund Management, LLC339$266.8K0.03%+1+0.3%Added
Braun-Bostich & Associates Inc.339$267.0K0.18%−2−0.6%Reduced
Onyx Bridge Wealth Group LLC339$267.0K0.04%00.0%Unchanged
Astoria Portfolio Advisors LLC.342$267.1K0.08%−1−0.3%Reduced
Foster Group, Inc.339$267.1K0.01%+339New
Westfuller Advisors, LLC339$267.3K0.15%+6+1.8%Added
Massar Capital Management, LP340$267.8K0.20%+340New
Renasant Bank341$268.6K0.18%−13−3.7%Reduced
Fortitude Advisory Group L.L.C.341$268.6K0.15%+341New
Park Place Capital Corp345$269.0K0.06%+13+3.9%Added
Claret Asset Management Corp341$269.0K0.03%−33−8.8%Reduced
Cadent Capital Advisors, LLC342$269.4K0.09%+342New
Ausdal Financial Partners, Inc.342$269.4K0.02%+2+0.6%Added
Center For Asset Management LLC428$269.8K0.17%−33−7.2%Reduced
Motive Wealth Advisors343$270.2K0.12%+343New
Azzad Asset Management Inc343$270.3K0.03%+343New
Five Oceans Advisors344$270.9K0.12%+8+2.4%Added
Fi3 FINANCIAL ADVISORS, LLC344$270.9K0.10%+344New
May Hill Capital, LLC345$271.7K0.09%+14+4.2%Added
McAdam, LLC345$271.7K0.01%+345New
Nilsine Partners, LLC345$271.7K0.03%+345New
Optivise Advisory Services LLC346$272.4K0.14%+19+5.8%Added
Clarkston Capital Partners, LLC346$272.5K0.01%00.0%Unchanged
Mma Asset Management LLC346$272.5K0.10%00.0%Unchanged
Elwood & Goetz Wealth Advisory Group, LLC346$272.5K0.06%+346New
Werba Rubin Papier Wealth Management347$273.3K0.05%+347New
Fortis Capital Management LLC347$273.5K0.04%+347New