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 |
|---|---|---|---|---|---|
| North Forty Two & Co. | 348 | $274.1K | 0.29% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 348 | $274.4K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 349 | $274.9K | 0.15% | +349 | New |
| Sandy Cove Advisors, LLC | 349 | $274.9K | 0.10% | −18−4.9% | Reduced |
| Marino, Stram & Associates LLC | 350 | $275.8K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 351 | $276.5K | 0.17% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 352 | $276.9K | 0.04% | −25−6.6% | Reduced |
| Twelve Points Wealth Management LLC | 352 | $277.2K | 0.07% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 352 | $277.2K | 0.22% | +23+7.0% | Added |
| Patton Fund Management, Inc. | 352 | $277.2K | 0.06% | +352 | New |
| U.S. Capital Wealth Advisors, LLC | 352 | $277.2K | 0.01% | +352 | New |
| Blackston Financial Advisory Group, LLC | 352 | $277.2K | 0.17% | +352 | New |
| Optimize Financial Inc | 353 | $278.0K | 0.17% | −2−0.6% | Reduced |
| Bank of Stockton | 353 | $278.0K | 0.08% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 353 | $278.0K | 0.05% | +353 | New |
| PUREfi Wealth, LLC | 353 | $278.2K | 0.22% | +24+7.3% | Added |
| Colonial Trust Co | 353 | $278.3K | 0.04% | −63−15.1% | Reduced |
| Swan Global Investments, LLC | 354 | $278.8K | 0.01% | +354 | New |
| Golden State Wealth Management, LLC | 354 | $278.9K | 0.03% | +18+5.4% | Added |
| Lantz Financial LLC | 355 | $279.6K | 0.07% | +355 | New |
| Alliance Wealth Advisors, LLC | 355 | $279.6K | 0.07% | +355 | New |
| Atlas Brown,Inc. | 355 | $279.6K | 0.09% | −8−2.2% | Reduced |
| XML Financial, LLC | 358 | $282.0K | 0.02% | −2−0.6% | Reduced |
| Associated Banc-Corp | 359 | $282.8K | 0.01% | −49−12.0% | Reduced |
| Alpha Cubed Investments, LLC | 360 | $283.5K | 0.01% | +360 | New |
| Crawford Investment Counsel Inc | 360 | $283.5K | 0.00% | +360 | New |
| Crown Wealth Group, LLC | 361 | $284.3K | 0.11% | −1−0.3% | Reduced |
| Riversedge Advisors, LLC | 362 | $285.3K | 0.06% | +362 | New |
| Harbour Investments, Inc. | 363 | $285.6K | 0.01% | +26+7.7% | Added |
| Heritage Investment Group, Inc. | 364 | $286.4K | 0.05% | +1+0.3% | Added |
| OneAscent Wealth Management LLC | 364 | $287.0K | 0.11% | +364 | New |
| Green Harvest Asset Management LLC | 365 | $287.5K | 0.01% | −12−3.2% | Reduced |
| VisionPoint Advisory Group, LLC | 366 | $288.3K | 0.06% | +366 | New |
| Castle Rock Wealth Management, LLC | 377 | $288.9K | 0.07% | +2+0.5% | Added |
| Aspiriant, LLC | 367 | $289.3K | 0.01% | −36−8.9% | Reduced |
| Gemmer Asset Management LLC | 368 | $289.8K | 0.03% | −25−6.4% | Reduced |
| Citrine Capital LLC | 369 | $290.6K | 0.15% | +369 | New |
| Gibbs Wealth Management | 369 | $290.6K | 0.06% | +369 | New |
| Drucker Wealth 3.0, LLC | 378 | $291.3K | 0.06% | +378 | New |
| Bingham Private Wealth, LLC | 370 | $291.4K | 0.28% | −19−4.9% | Reduced |
| Pacitti Group Inc. | 371 | $291.9K | 0.13% | +1+0.3% | Added |
| West Bancorporation Inc | 371 | $292.2K | 0.18% | −4−1.1% | Reduced |
| BIP Wealth, LLC | 371 | $292.2K | 0.02% | −4−1.1% | Reduced |
| Covenant Asset Management, LLC | 371 | $292.2K | 0.06% | 00.0% | Unchanged |
| Scott Marsh Financial, LLC | 372 | $293.0K | 0.11% | +372 | New |
| RFG Holdings, Inc. | 372 | $293.6K | 0.09% | −993−72.7% | Reduced |
| Berkshire Asset Management LLC | 373 | $293.8K | 0.01% | −25−6.3% | Reduced |
| Grandfield & Dodd, LLC | 373 | $293.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 373 | $293.9K | 0.10% | +88+30.9% | Added |
| LMCG Investments, LLC | 375 | $295.4K | 0.02% | −3−0.8% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $295.4K | 0.08% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 375 | $295.4K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 376 | $296.1K | 0.09% | +14+3.9% | Added |
| Seldon Capital LP | 378 | $297.7K | 0.13% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 380 | $299.3K | 0.01% | −20−5.0% | Reduced |
| Stonebrook Private Inc. | 382 | $300.9K | 0.07% | −32−7.7% | Reduced |
| Figure 8 Investment Strategies LLC | 385 | $303.2K | 0.30% | −75−16.3% | Reduced |
| Putney Financial Group LLC | 385 | $303.2K | 0.31% | −32−7.7% | Reduced |
| Goldstein Advisors, LLC | 386 | $303.6K | 0.04% | +4+1.0% | Added |
| Grimes & Company, Inc. | 387 | $305.2K | 0.01% | −3−0.8% | Reduced |
| Aries Wealth Management | 388 | $305.6K | 0.08% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 388 | $305.6K | 0.07% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 388 | $306.0K | 0.06% | −35−8.3% | Reduced |
| Kovack Advisors, Inc. | 389 | $306.0K | 0.03% | −62−13.7% | Reduced |
| Concentrum Wealth Management | 389 | $306.4K | 0.10% | −26−6.3% | Reduced |
| Red Wave Investments LLC | 389 | $306.4K | 0.10% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 390 | $307.2K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 390 | $307.2K | 0.06% | +390 | New |
| Graves-Light Private Wealth Management, Inc. | 392 | $308.8K | 0.04% | 00.0% | Unchanged |
| Global Endowment Management, LP | 393 | $309.5K | 0.04% | +16+4.2% | Added |
| LifePlan Investment Advisors, Inc. | 394 | $310.3K | 0.15% | −2−0.5% | Reduced |
| TFR Capital, LLC. | 394 | $310.3K | 0.11% | +394 | New |
| ORG Partners LLC | 398 | $310.4K | 0.07% | +163+69.4% | Added |
| CFO4Life Group, LLC | 395 | $311.1K | 0.05% | +22+5.9% | Added |
| Walter & Keenan Financial Consulting Co | 397 | $312.7K | 0.09% | +397 | New |
| BetterWealth, LLC | 397 | $312.7K | 0.08% | +397 | New |
| Patrick M Sweeney & Associates, Inc | 401 | $313.0K | 0.22% | 00.0% | Unchanged |
| West Branch Capital LLC | 398 | $313.5K | 0.09% | +248+165.3% | Added |
| Samalin Investment Counsel, LLC | 398 | $314.1K | 0.12% | −45−10.2% | Reduced |
| Carret Asset Management, LLC | 400 | $315.1K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $315.1K | 0.20% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $315.1K | 0.08% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $315.1K | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 400 | $315.1K | 0.10% | 00.0% | Unchanged |
| Archetype Wealth Partners | 401 | $316.0K | 0.04% | −30−7.0% | Reduced |
| Wall Street Financial Group, Inc. | 403 | $317.4K | 0.29% | +403 | New |
| Pine Harbor Wealth Management, LLC | 404 | $318.5K | 0.11% | 00.0% | Unchanged |
| SCS Capital Management LLC | 405 | $319.3K | 0.00% | +29+7.7% | Added |
| Jeppson Wealth Management, LLC | 406 | $319.8K | 0.11% | −7−1.7% | Reduced |
| Physicians Financial Services, Inc. | 406 | $320.0K | 0.10% | +75+22.7% | Added |
| Sax Wealth Advisors, LLC | 409 | $322.2K | 0.02% | +409 | New |
| Balentine LLC | 410 | $322.9K | 0.01% | +410 | New |
| IFG Advisory, LLC | 412 | $324.5K | 0.02% | +25+6.5% | Added |
| Etesian Wealth Advisors, Inc. | 413 | $325.3K | 0.12% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 414 | $326.1K | 0.03% | +22+5.6% | Added |
| Brown, Lisle/Cummings, Inc. | 418 | $329.2K | 0.09% | +1+0.2% | Added |
| Guardian Wealth Advisors, LLC | 418 | $329.2K | 0.02% | +37+9.7% | Added |
| Brown Miller Wealth Management, LLC | 418 | $329.2K | 0.10% | +418 | New |
| J. W. Coons Advisors, LLC | 419 | $330.0K | 0.07% | −5−1.2% | Reduced |
| Eagle Strategies LLC | 422 | $332.2K | 0.05% | −37−8.1% | Reduced |