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 |
|---|---|---|---|---|---|
| Retireful, LLC | 422 | $332.4K | 0.23% | +422 | New |
| Capital Advisors Inc | 422 | $332.6K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 423 | $333.0K | 0.36% | +423 | New |
| 180 Wealth Advisors, LLC | 423 | $333.2K | 0.05% | −14−3.2% | Reduced |
| Lebenthal Global Advisors, LLC | 423 | $333.2K | 0.06% | +423 | New |
| Advus Financial Partners, LLC | 424 | $334.0K | 0.09% | −13−3.0% | Reduced |
| Quest Partners LLC | 424 | $334.0K | 0.03% | +417+5,957.1% | Added |
| Planning Alternatives Ltd | 424 | $334.3K | 0.05% | −22−4.9% | Reduced |
| GenTrust, LLC | 425 | $334.5K | 0.02% | −283−40.0% | Reduced |
| Cidel Asset Management Inc | 426 | $335.5K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 426 | $335.5K | 0.07% | +1+0.2% | Added |
| Cottonwood Capital Advisors, LLC | 427 | $336.3K | 0.23% | −5−1.2% | Reduced |
| MBB Public Markets I LLC | 429 | $337.9K | 0.04% | −97−18.4% | Reduced |
| Canopy Partners, LLC | 429 | $337.9K | 0.12% | +27+6.7% | Added |
| Baker Boyer National Bank | 430 | $338.7K | 0.12% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 432 | $340.3K | 0.00% | +50+13.1% | Added |
| Arista Wealth Management, LLC | 432 | $340.3K | 0.05% | +432 | New |
| Financial Advisory Service, Inc. | 432 | $340.4K | 0.03% | +432 | New |
| Corundum Group, Inc. | 433 | $341.0K | 0.15% | −21−4.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 435 | $342.6K | 0.04% | +435 | New |
| Gallacher Capital Management LLC | 435 | $343.0K | 0.16% | +3+0.7% | Added |
| Broadway Wealth Solutions, Inc. | 438 | $345.1K | 0.21% | −43−8.9% | Reduced |
| Abel Hall, LLC | 442 | $348.1K | 0.16% | +57+14.8% | Added |
| Amplius Wealth Advisors, LLC | 442 | $348.1K | 0.03% | +18+4.2% | Added |
| Acropolis Investment Management, LLC | 443 | $348.9K | 0.02% | +17+4.0% | Added |
| Syverson Strege & Co | 443 | $348.9K | 0.08% | +443 | New |
| Altfest L J & Co Inc | 445 | $350.5K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 445 | $350.6K | 0.02% | −338−43.2% | Reduced |
| Guyasuta Investment Advisors Inc | 446 | $351.3K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 449 | $353.6K | 0.09% | −4−0.9% | Reduced |
| Capital Analysts, LLC | 450 | $354.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 450 | $354.3K | 0.23% | +450 | New |
| Matrix Asset Advisors Inc | 450 | $354.4K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 456 | $355.0K | 0.01% | +456 | New |
| Brooklyn FI, LLC | 451 | $355.2K | 0.09% | −189−29.5% | Reduced |
| Purkiss Capital Advisors LLC | 451 | $355.2K | 0.20% | +10+2.3% | Added |
| Sage Rhino Capital LLC | 451 | $355.4K | 0.08% | −5−1.1% | Reduced |
| Elser Financial Planning, Inc | 451 | $355.6K | 0.44% | +21+4.9% | Added |
| Fiduciary Family Office, LLC | 452 | $356.0K | 0.12% | −272−37.6% | Reduced |
| Howard Bailey Securities, LLC | 452 | $356.0K | 0.11% | −10−2.2% | Reduced |
| Mach-1 Financial Group, Inc. | 452 | $356.0K | 0.10% | +452 | New |
| Certified Advisory Corp | 453 | $356.7K | 0.04% | +5+1.1% | Added |
| SP Asset Management LLC | 454 | $357.4K | 0.03% | +9+2.0% | Added |
| LifeSteps Financial, Inc. | 454 | $357.6K | 0.25% | 00.0% | Unchanged |
| Wynn Capital, LLC | 455 | $358.4K | 0.19% | −5−1.1% | Reduced |
| JB Capital LLC | 457 | $359.9K | 0.02% | +1+0.2% | Added |
| Grunden Financial Advisory, Inc. | 458 | $360.7K | 0.16% | −36−7.3% | Reduced |
| KFA Private Wealth Group, LLC | 458 | $361.0K | 0.11% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 459 | $361.5K | 0.31% | +459 | New |
| Somerville Kurt F | 460 | $362.3K | 0.06% | −70−13.2% | Reduced |
| Eagle Wealth Strategies LLC | 460 | $362.3K | 0.20% | −2−0.4% | Reduced |
| National Philanthropic Trust | 460 | $362.3K | 0.00% | +5+1.1% | Added |
| Values Added Financial LLC | 460 | $362.3K | 0.18% | +44+10.6% | Added |
| Trust Co of Toledo NA | 464 | $365.5K | 0.04% | +464 | New |
| Tanager Wealth Management LLP | 465 | $366.2K | 0.04% | +2+0.4% | Added |
| Live Oak Private Wealth LLC | 465 | $366.2K | 0.05% | +20+4.5% | Added |
| Synergy Financial Group, LTD | 466 | $367.0K | 0.27% | −4−0.9% | Reduced |
| Impact Capital Partners LLC | 470 | $370.2K | 0.12% | +32+7.3% | Added |
| Florida Financial Advisors, LLC | 470 | $370.3K | 0.12% | +51+12.2% | Added |
| Rothschild Investment LLC | 472 | $371.8K | 0.02% | +60+14.6% | Added |
| Essex Savings Bank | 476 | $374.9K | 0.09% | −62−11.5% | Reduced |
| Marietta Investment Partners LLC | 479 | $377.3K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $378.1K | 0.09% | −33−6.4% | Reduced |
| Postrock Partners LLC | 481 | $378.9K | 0.18% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 484 | $381.1K | 0.04% | +10+2.1% | Added |
| Avidian Wealth Solutions, LLC | 484 | $381.6K | 0.02% | +484 | New |
| Channel Wealth LLC | 485 | $382.0K | 0.11% | +105+27.6% | Added |
| LRI Investments, LLC | 485 | $382.1K | 0.03% | −11−2.2% | Reduced |
| Capital Investment Counsel, LLC | 486 | $382.8K | 0.06% | −38−7.3% | Reduced |
| Boothbay Fund Management, LLC | 487 | $383.6K | 0.01% | +487 | New |
| MN Wealth Advisors, LLC | 488 | $385.1K | 0.22% | +19+4.1% | Added |
| Essential Partners LLC | 489 | $385.2K | 0.15% | +489 | New |
| Blue Sky Capital Consultants Group, Inc. | 489 | $385.2K | 0.20% | 00.0% | Unchanged |
| Seeds Investor LLC | 491 | $387.1K | 0.09% | +51+11.6% | Added |
| Warren Street Wealth Advisors, LLC | 492 | $387.5K | 0.13% | +41+9.1% | Added |
| True North Advisors, LLC | 492 | $387.5K | 0.07% | +83+20.3% | Added |
| Perfromance Wealth Partners, LLC | 496 | $390.7K | 0.01% | −140−22.0% | Reduced |
| Sandhill Capital Partners LLC | 497 | $391.5K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 498 | $392.2K | 0.08% | −14−2.7% | Reduced |
| Lionshead Wealth Management, LLC | 499 | $393.0K | 0.36% | +5+1.0% | Added |
| K.J. Harrison & Partners Inc | 500 | $393.8K | 0.07% | 00.0% | Unchanged |
| EHP Funds Inc. | 500 | $393.8K | 0.45% | +500 | New |
| Lafayette Investments, Inc. | 501 | $394.6K | 0.08% | +38+8.2% | Added |
| Opal Wealth Advisors, LLC | 503 | $396.2K | 0.11% | +39+8.4% | Added |
| New Republic Capital, LLC | 504 | $397.3K | 0.14% | +66+15.1% | Added |
| Creekmur Asset Management LLC | 505 | $397.5K | 0.07% | +130+34.7% | Added |
| Elgethun Capital Management | 506 | $398.9K | 0.08% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 507 | $399.1K | 0.12% | +11+2.2% | Added |
| BBR Partners, LLC | 511 | $402.5K | 0.03% | −5−1.0% | Reduced |
| Truvestments Capital LLC | 511 | $402.8K | 0.08% | −39−7.1% | Reduced |
| McLean Asset Management Corp | 522 | $403.9K | 0.11% | +24+4.8% | Added |
| RWM Asset Management, LLC | 513 | $404.1K | 0.05% | +513 | New |
| Invenio Wealth Partners LLC | 516 | $406.4K | 0.16% | +29+6.0% | Added |
| Root Financial Partners, LLC | 518 | $407.6K | 0.04% | +518 | New |
| Western Wealth Management, LLC | 519 | $408.6K | 0.02% | +69+15.3% | Added |
| Kuhn & Co Investment Counsel | 520 | $409.6K | 0.31% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 521 | $410.4K | 0.25% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 522 | $411.3K | 0.21% | −12−2.2% | Reduced |
| Powell Investment Advisors, LLC | 523 | $411.9K | 0.15% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 524 | $412.7K | 0.59% | +524 | New |