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
- 2,212
- +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
- 711 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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 650 | $512.0K | 0.12% | +10+1.6% | Added |
| Perennial Investment Advisors, LLC | 650 | $512.1K | 0.05% | +57+9.6% | Added |
| Permanens Capital L.P. | 651 | $512.7K | 0.07% | +146+28.9% | Added |
| Sigma Planning Corp | 653 | $514.1K | 0.02% | −23−3.4% | Reduced |
| Oakworth Capital, Inc. | 654 | $515.1K | 0.03% | −208−24.1% | Reduced |
| Leo Wealth, LLC | 656 | $516.9K | 0.04% | +316+92.9% | Added |
| Alta Wealth Advisors LLC | 658 | $518.5K | 0.24% | +167+34.0% | Added |
| Integrated Investment Consultants, LLC | 659 | $519.0K | 0.10% | −15−2.2% | Reduced |
| One Capital Management, LLC | 663 | $522.2K | 0.02% | +257+63.3% | Added |
| Tidemark, LLC | 664 | $523.0K | 0.17% | −297−30.9% | Reduced |
| Crews Bank & Trust | 665 | $523.8K | 0.08% | 00.0% | Unchanged |
| Woodstock Corp | 667 | $525.3K | 0.05% | −15−2.2% | Reduced |
| Accelerate Investment Advisors LLC | 671 | $528.4K | 0.39% | +30+4.7% | Added |
| Planned Solutions, Inc. | 672 | $529.3K | 0.20% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 673 | $530.1K | 0.03% | +673 | New |
| Kera Capital Partners, Inc. | 673 | $530.1K | 0.10% | +673 | New |
| Soltis Investment Advisors LLC | 675 | $531.7K | 0.04% | +116+20.8% | Added |
| Mount Yale Investment Advisors, LLC | 676 | $532.4K | 0.04% | −25−3.6% | Reduced |
| SBI Securities Co., Ltd. | 679 | $534.8K | 0.02% | −26−3.7% | Reduced |
| 3Chopt Investment Partners, LLC | 682 | $537.2K | 0.13% | +95+16.2% | Added |
| Verity & Verity, LLC | 684 | $538.7K | 0.05% | +30+4.6% | Added |
| Prescott Group Capital Management, L.L.C. | 685 | $539.5K | 0.06% | +221+47.6% | Added |
| George Kaiser Family Foundation | 685 | $539.5K | 0.08% | +221+47.6% | Added |
| Trivant Custom Portfolio Group, LLC | 690 | $543.5K | 0.30% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 691 | $544.3K | 0.37% | −8−1.1% | Reduced |
| Cynosure Management, LLC | 692 | $545.0K | 0.06% | −11−1.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 692 | $545.0K | 0.23% | 00.0% | Unchanged |
| SMART Wealth LLC | 693 | $545.8K | 0.17% | +693 | New |
| Foundations Investment Advisors, LLC | 694 | $546.4K | 0.01% | +164+30.9% | Added |
| Traveka Wealth, LLC | 694 | $546.6K | 0.29% | +1+0.1% | Added |
| HBW Advisory Services LLC | 696 | $548.5K | 0.07% | −20−2.8% | Reduced |
| Truepoint, Inc. | 699 | $550.6K | 0.01% | −33−4.5% | Reduced |
| Capital Investment Counsel, Inc | 700 | $551.3K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $551.3K | 0.28% | 00.0% | Unchanged |
| J. Goldman & Co LP | 700 | $551.3K | 0.02% | +700 | New |
| Prestige Wealth Management Group LLC | 701 | $552.2K | 0.11% | +1+0.1% | Added |
| Legacy Bridge, LLC | 702 | $552.9K | 0.26% | −80−10.2% | Reduced |
| Union Savings Bank | 705 | $553.5K | 0.25% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 703 | $553.7K | 0.09% | −5−0.7% | Reduced |
| Interchange Capital Partners, LLC | 706 | $556.2K | 0.13% | −37−5.0% | Reduced |
| Ewa, LLC | 708 | $557.8K | 0.18% | +26+3.8% | Added |
| Sage Private Wealth Group, LLC | 708 | $558.2K | 0.36% | +1+0.1% | Added |
| Bahl & Gaynor Inc | 711 | $560.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 712 | $560.5K | 0.05% | −116−14.0% | Reduced |
| Costello Asset Management, INC | 713 | $561.6K | 0.21% | 00.0% | Unchanged |
| Main Street Research LLC | 715 | $563.2K | 0.04% | +715 | New |
| Wallace Advisory Group, LLC | 921 | $565.5K | 0.41% | −10−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 722 | $568.7K | 0.08% | +15+2.1% | Added |
| Onefund, LLC | 723 | $569.0K | 0.41% | −10−1.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 724 | $570.2K | 0.03% | +17+2.4% | Added |
| Johnson Bixby & Associates, LLC | 725 | $571.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 725 | $571.0K | 0.04% | +6+0.8% | Added |
| Bourgeon Capital Management LLC | 726 | $571.8K | 0.11% | −542−42.7% | Reduced |
| Keystone Wealth Services, LLC | 729 | $574.2K | 0.14% | 00.0% | Unchanged |
| SFM, LLC | 731 | $575.5K | 0.37% | −7−0.9% | Reduced |
| Stegent Equity Advisors, Inc. | 731 | $575.8K | 0.51% | +2+0.3% | Added |
| Fishman Jay A Ltd | 732 | $576.5K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 735 | $578.8K | 0.16% | +33+4.7% | Added |
| Veracity Capital LLC | 737 | $580.8K | 0.20% | +50+7.3% | Added |
| 4WEALTH Advisors, Inc. | 738 | $581.2K | 0.60% | −14−1.9% | Reduced |
| Impact Investors, Inc | 741 | $584.0K | 0.41% | +63+9.3% | Added |
| Bernardo Wealth Planning LLC | 742 | $584.0K | 0.13% | +18+2.5% | Added |
| Larson Financial Group LLC | 743 | $585.3K | 0.02% | +307+70.4% | Added |
| Canvas Wealth Advisors, LLC | 738 | $589.5K | 0.12% | +25+3.5% | Added |
| Arrow Financial Corp | 750 | $590.7K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 753 | $593.1K | 0.19% | 00.0% | Unchanged |
| Teza Capital Management LLC | 753 | $593.1K | 0.44% | +753 | New |
| Three Bridge Wealth Advisors, LLC | 754 | $593.9K | 0.16% | −1,828−70.8% | Reduced |
| Crewe Advisors LLC | 754 | $593.9K | 0.08% | +6+0.8% | Added |
| Ulland Investment Advisors, LLC | 757 | $596.0K | 0.46% | −10−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 757 | $596.2K | 0.07% | −24−3.1% | Reduced |
| Rossby Financial, LCC | 762 | $600.2K | 0.23% | −8−1.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 763 | $601.0K | 0.04% | +763 | New |
| Betterment LLC | 763 | $601.0K | 0.00% | +11+1.5% | Added |
| Sherbrooke Park Advisers LLC | 766 | $603.3K | 0.26% | +245+47.0% | Added |
| Prosperity Consulting Group, LLC | 766 | $603.6K | 0.04% | +77+11.2% | Added |
| Apeiron RIA LLC | 767 | $604.5K | 0.16% | −133−14.8% | Reduced |
| BlueSky Wealth Advisors, LLC | 768 | $604.9K | 0.09% | +2+0.3% | Added |
| Private Client Services, LLC | 770 | $606.6K | 0.24% | +8+1.0% | Added |
| Voya Financial Advisors, Inc. | 782 | $607.3K | 0.06% | −117−13.0% | Reduced |
| KMG Fiduciary Partners, LLC | 771 | $607.3K | 0.04% | +14+1.8% | Added |
| GWN Securities Inc. | 770 | $607.6K | 0.11% | −14,167−94.8% | Reduced |
| Parcion Private Wealth LLC | 774 | $609.6K | 0.04% | +89+13.0% | Added |
| NorthStar Asset Management LLC | 774 | $609.6K | 0.32% | +18+2.4% | Added |
| Conestoga Capital Advisors, LLC | 775 | $610.4K | 0.01% | −5−0.6% | Reduced |
| Cobblestone Capital Advisors LLC | 775 | $610.4K | 0.03% | +4+0.5% | Added |
| Washington Trust Bank | 776 | $611.2K | 0.05% | −71−8.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 776 | $611.3K | 0.01% | +43+5.9% | Added |
| Resonant Capital Advisors, LLC | 777 | $612.0K | 0.04% | +292+60.2% | Added |
| Avantra Family Wealth, Inc. | 779 | $613.6K | 0.51% | +18+2.4% | Added |
| Ariadne Wealth Management, LP | 867 | $617.1K | 0.30% | +12+1.4% | Added |
| TCG Advisory Services, LLC | 784 | $617.5K | 0.02% | −290−27.0% | Reduced |
| Capital Investment Advisory Services, LLC | 788 | $620.7K | 0.05% | −21−2.6% | Reduced |
| Clear Creek Financial Management, LLC | 792 | $623.5K | 0.06% | −30−3.6% | Reduced |
| Kennon-Green & Company, LLC | 803 | $626.0K | 0.50% | +3+0.4% | Added |
| Alpha Omega Wealth Management LLC | 797 | $627.7K | 0.11% | −12−1.5% | Reduced |
| Paradigm Financial Partners, LLC | 799 | $629.4K | 0.07% | +276+52.8% | Added |
| Portside Wealth Group, LLC | 801 | $630.9K | 0.09% | +90+12.7% | Added |
| Wealth Group Ltd | 803 | $632.5K | 0.16% | 00.0% | Unchanged |
| Ramiah Investment Group | 805 | $634.0K | 0.68% | −18−2.2% | Reduced |