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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 525 | $413.2K | 0.01% | −377−41.8% | Reduced |
| Sunflower Bank, N.A. | 526 | $414.3K | 0.10% | +24+4.8% | Added |
| Two Sigma Securities, LLC | 526 | $414.3K | 0.05% | +118+28.9% | Added |
| Simon Quick Advisors, LLC | 526 | $414.3K | 0.02% | −1,810−77.5% | Reduced |
| MFA Wealth Services | 529 | $416.3K | 0.31% | +3+0.6% | Added |
| Resources Management Corp | 530 | $417.0K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 530 | $417.5K | 0.00% | +530 | New |
| Schnieders Capital Management LLC | 537 | $423.0K | 0.07% | +164+44.0% | Added |
| Strategic Blueprint, LLC | 537 | $423.3K | 0.02% | −644−54.5% | Reduced |
| Wealth Management Partners, LLC | 541 | $423.9K | 0.15% | −1−0.2% | Reduced |
| Saranac Partners Ltd | 540 | $425.3K | 0.23% | −125−18.8% | Reduced |
| D'Orazio & Associates, Inc. | 540 | $425.4K | 0.06% | −16−2.9% | Reduced |
| Tranquility Partners, LLC | 542 | $426.9K | 0.15% | −3−0.6% | Reduced |
| Credit Industriel Et Commercial | 543 | $427.7K | 0.07% | −2,084−79.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $429.3K | 0.12% | +70+14.7% | Added |
| Burney Co | 546 | $430.0K | 0.01% | −16−2.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 546 | $430.1K | 0.08% | −4−0.7% | Reduced |
| Petrus Trust Company, LTA | 547 | $430.8K | 0.04% | +547 | New |
| Tufton Capital Management | 549 | $432.0K | 0.08% | +10+1.9% | Added |
| Clark Financial Services Group Inc | 550 | $433.2K | 0.27% | +62+12.7% | Added |
| Venture Visionary Partners LLC | 551 | $434.0K | 0.02% | +65+13.4% | Added |
| Kingswood Wealth Advisors, LLC | 555 | $437.2K | 0.03% | −66−10.6% | Reduced |
| Wolverine Trading, LLC | 568 | $441.1K | 0.01% | −1,553−73.2% | Reduced |
| Aviso Wealth Management | 561 | $441.9K | 0.21% | −18−3.1% | Reduced |
| New Millennium Group LLC | 563 | $443.1K | 0.25% | +1+0.2% | Added |
| Allstate Corp | 563 | $443.4K | 0.03% | −7,419−92.9% | Reduced |
| Bourne Lent Asset Management Inc | 566 | $445.8K | 0.17% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 574 | $447.5K | 0.26% | +171+42.4% | Added |
| Verity Asset Management, Inc. | 570 | $448.9K | 0.21% | −606−51.5% | Reduced |
| ABLE Financial Group, LLC | 570 | $448.9K | 0.11% | +117+25.8% | Added |
| High Falls Advisors, Inc | 570 | $449.3K | 0.10% | +4+0.7% | Added |
| Wealth Management Associates, Inc. | 571 | $449.7K | 0.18% | +9+1.6% | Added |
| Libra Wealth LLC | 573 | $451.3K | 0.15% | +26+4.8% | Added |
| Orrstown Financial Services Inc | 575 | $452.9K | 0.10% | +77+15.5% | Added |
| Wealthcare Advisory Partners LLC | 576 | $453.9K | 0.01% | −6−1.0% | Reduced |
| Country Club Bank | 587 | $455.8K | 0.03% | +7+1.2% | Added |
| Salem Investment Counselors Inc | 579 | $456.0K | 0.01% | −11−1.9% | Reduced |
| Proffitt & Goodson Inc | 580 | $456.8K | 0.07% | −2−0.3% | Reduced |
| Cedar Mountain Advisors, LLC | 581 | $457.9K | 0.10% | +1+0.2% | Added |
| Busey Wealth Management | 583 | $459.2K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 583 | $459.2K | 0.06% | +583 | New |
| BankPlus Wealth Management LLC | 583 | $459.6K | 0.30% | +58+11.0% | Added |
| Telos Capital Management, Inc. | 585 | $460.8K | 0.05% | +15+2.6% | Added |
| New England Research & Management, Inc. | 586 | $462.0K | 0.22% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 579 | $462.6K | 0.02% | +57+10.9% | Added |
| LifeWealth Investments, LLC | 589 | $463.9K | 0.08% | +7+1.2% | Added |
| Pacific Wealth Management | 592 | $466.3K | 0.23% | −37−5.9% | Reduced |
| Fortitude Family Office, LLC | 592 | $466.3K | 0.15% | −2−0.3% | Reduced |
| Morningstar Investment Management LLC | 594 | $468.0K | 0.04% | +594 | New |
| Oliver Luxxe Assets LLC | 595 | $468.6K | 0.08% | −110−15.6% | Reduced |
| Berkshire Bank | 598 | $471.0K | 0.11% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 599 | $471.8K | 0.03% | +1+0.2% | Added |
| East Coast Asset Management, LLC. | 600 | $472.6K | 0.16% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $472.6K | 0.34% | 00.0% | Unchanged |
| Select Asset Management & Trust | 600 | $473.0K | 0.16% | 00.0% | Unchanged |
| Leonteq Securities AG | 601 | $473.4K | 0.03% | −671−52.8% | Reduced |
| South State Corp. | 601 | $473.4K | 0.02% | −66−9.9% | Reduced |
| AGH Wealth Advisors, LLC | 601 | $473.4K | 0.39% | +51+9.3% | Added |
| Columbia Asset Management | 602 | $474.2K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 604 | $475.7K | 0.03% | −4−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 604 | $475.7K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 604 | $475.7K | 0.06% | +73+13.7% | Added |
| Fullcircle Wealth LLC | 608 | $477.2K | 0.18% | +194+46.9% | Added |
| TCTC Holdings, LLC | 607 | $478.1K | 0.02% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 608 | $478.9K | 0.14% | +11+1.8% | Added |
| Pure Financial Advisors, Inc. | 609 | $479.8K | 0.01% | +194+46.7% | Added |
| David Wealth Management LLC | 609 | $480.1K | 0.36% | 00.0% | Unchanged |
| James Hambro & Partners | 610 | $480.4K | 0.02% | −660−52.0% | Reduced |
| Ashton Thomas Securities, LLC | 611 | $481.2K | 0.12% | −27−4.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 611 | $481.2K | 0.08% | +611 | New |
| Elyxium Wealth, LLC | 611 | $481.2K | 0.18% | +39+6.8% | Added |
| Mason Investment Advisory Services, Inc. | 613 | $482.8K | 0.03% | 00.0% | Unchanged |
| Jacobsen Capital Management | 613 | $482.8K | 0.18% | +63+11.5% | Added |
| United Community Bank | 613 | $482.8K | 0.17% | +150+32.4% | Added |
| Diversified Investment Strategies, LLC | 614 | $483.6K | 0.33% | 00.0% | Unchanged |
| Vigilare Wealth Management | 616 | $485.2K | 0.18% | +72+13.2% | Added |
| SeaCrest Wealth Management, LLC | 617 | $486.1K | 0.05% | −103−14.3% | Reduced |
| Cercano Management LLC | 619 | $487.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 621 | $489.1K | 0.01% | −122−16.4% | Reduced |
| Correct Capital Wealth Management | 621 | $489.1K | 0.10% | +11+1.8% | Added |
| Valtinson Bruner Financial Planning LLC | 622 | $489.9K | 0.15% | +10+1.6% | Added |
| Sonora Investment Management Group, LLC | 624 | $491.5K | 0.04% | +624 | New |
| Invesco, LLC | 627 | $493.9K | 0.18% | −232−27.0% | Reduced |
| Johnson Financial Group, Inc. | 629 | $495.4K | 0.02% | −28−4.3% | Reduced |
| Southern Capital Advisors, LLC | 629 | $495.7K | 0.25% | +1+0.2% | Added |
| WP Advisors, LLC | 632 | $497.5K | 0.14% | +8+1.3% | Added |
| Capital Advisors, Ltd. LLC | 635 | $500.0K | 0.06% | −43−6.3% | Reduced |
| CVA Family Office, LLC | 636 | $500.9K | 0.07% | +21+3.4% | Added |
| Security Financial Services, INC. | 637 | $501.7K | 0.09% | +68+12.0% | Added |
| Belpointe Asset Management LLC | 639 | $503.4K | 0.02% | +49+8.3% | Added |
| St. Louis Trust Co | 640 | $504.1K | 0.07% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $504.1K | 0.38% | 00.0% | Unchanged |
| Riverwater Partners LLC | 640 | $504.1K | 0.24% | +26+4.2% | Added |
| Latko Wealth Management, Ltd. | 642 | $506.0K | 0.28% | +1+0.2% | Added |
| Camden National Bank | 643 | $506.4K | 0.07% | +50+8.4% | Added |
| Winthrop Advisory Group LLC | 645 | $508.2K | 0.05% | 00.0% | Unchanged |
| Thomasville National Bank | 646 | $508.8K | 0.03% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 649 | $511.2K | 0.04% | +17+2.7% | Added |
| M3 Advisory Group, LLC | 649 | $511.2K | 0.35% | −48−6.9% | Reduced |
| Bigelow Investment Advisors, LLC | 650 | $512.0K | 0.23% | +32+5.2% | Added |