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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 809 | $637.2K | 0.03% | +25+3.2% | Added |
| Beaumont Financial Advisors, LLC | 812 | $639.6K | 0.05% | +217+36.5% | Added |
| Malaga Cove Capital, LLC | 814 | $641.1K | 0.25% | −60−6.9% | Reduced |
| Prentice Wealth Management LLC | 815 | $641.9K | 0.17% | −5−0.6% | Reduced |
| KCM Investment Advisors LLC | 817 | $643.2K | 0.02% | +81+11.0% | Added |
| Argus Investors' Counsel, Inc. | 819 | $644.8K | 0.46% | −58−6.6% | Reduced |
| Spinnaker Investment Group, LLC | 820 | $645.9K | 0.15% | −12−1.4% | Reduced |
| Fiduciary Wealth Partners, LLC | 822 | $647.5K | 0.61% | +812+8,120.0% | Added |
| Cromwell Holdings LLC | 823 | $648.2K | 0.39% | −33−3.9% | Reduced |
| Brucke Financial, Inc. | 823 | $648.2K | 0.45% | +105+14.6% | Added |
| Caldwell Trust Co | 826 | $650.6K | 0.07% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 828 | $652.0K | 0.31% | −1−0.1% | Reduced |
| BlueSpruce Investments, LP | 829 | $652.9K | 0.02% | −562−40.4% | Reduced |
| Novem Group | 829 | $653.1K | 0.08% | +20+2.5% | Added |
| R Squared Ltd | 830 | $653.7K | 0.36% | +830 | New |
| Fortune Financial Advisors, LLC | 833 | $656.3K | 0.53% | +7+0.8% | Added |
| Aprio Wealth Management, LLC | 836 | $658.4K | 0.07% | +271+48.0% | Added |
| Moors & Cabot, Inc. | 839 | $661.1K | 0.03% | +3+0.4% | Added |
| KDT Advisors, LLC | 840 | $661.6K | 1.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 841 | $662.4K | 0.37% | 00.0% | Unchanged |
| Severin Investments, LLC | 842 | $663.0K | 0.62% | +1+0.1% | Added |
| Texas Bank & Trust Co | 843 | $664.0K | 0.26% | +45+5.6% | Added |
| Financial Advocates Investment Management | 843 | $664.3K | 0.05% | −476−36.1% | Reduced |
| Private Trust Co NA | 845 | $665.5K | 0.06% | −74−8.1% | Reduced |
| Avenue 1 Advisors, LLC | 845 | $665.5K | 0.23% | +51+6.4% | Added |
| Chilton Capital Management LLC | 845 | $665.5K | 0.02% | +87+11.5% | Added |
| Sciencast Management LP | 850 | $669.5K | 0.14% | +850 | New |
| National Asset Management, Inc. | 852 | $670.8K | 0.03% | −368−30.2% | Reduced |
| Mechanics Bank Trust Department | 854 | $672.6K | 0.10% | −50−5.5% | Reduced |
| Baldwin Brothers Inc | 855 | $673.4K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 856 | $674.2K | 0.18% | +2+0.2% | Added |
| Kestra Investment Management, LLC | 949 | $675.5K | 0.01% | +535+129.2% | Added |
| Sunbelt Securities, Inc. | 1,075 | $675.5K | 0.06% | +270+33.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 858 | $675.8K | 0.23% | +109+14.6% | Added |
| Revolve Wealth Partners, LLC | 859 | $676.6K | 0.09% | +33+4.0% | Added |
| Catalyst Private Wealth, LLC | 860 | $677.4K | 0.30% | −87−9.2% | Reduced |
| Atlantic Trust, LLC | 862 | $679.3K | 0.13% | +16+1.9% | Added |
| Great Lakes Retirement, Inc. | 866 | $681.8K | 0.08% | −23−2.6% | Reduced |
| Angeles Wealth Management, LLC | 870 | $685.2K | 0.05% | +264+43.6% | Added |
| JFS Wealth Advisors, LLC | 877 | $690.7K | 0.04% | +4+0.5% | Added |
| Bull Oak Capital, LLC | 878 | $691.5K | 0.32% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 884 | $692.0K | 0.05% | −58−6.2% | Reduced |
| Triad Wealth Partners, LLC | 884 | $696.3K | 0.14% | +125+16.5% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 885 | $697.1K | 0.47% | +79+9.8% | Added |
| Sivia Capital Partners, LLC | 886 | $697.9K | 0.24% | +166+23.1% | Added |
| Csenge Advisory Group | 928 | $698.8K | 0.04% | −59−6.0% | Reduced |
| Kathmere Capital Management, LLC | 888 | $699.4K | 0.05% | +396+80.5% | Added |
| W.H. Cornerstone Investments Inc. | 891 | $701.4K | 0.44% | +10+1.1% | Added |
| Caisse des Depots Et Consignations | 891 | $701.8K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 892 | $702.3K | 0.04% | −117−11.6% | Reduced |
| Sentry Investment Management LLC | 901 | $704.0K | 0.39% | 00.0% | Unchanged |
| Michael B. Yongue | 896 | $705.7K | 0.53% | +64+7.7% | Added |
| Southeast Asset Advisors Inc. | 897 | $706.5K | 0.08% | +10+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $708.9K | 0.20% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $712.0K | 0.24% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $712.8K | 0.07% | 00.0% | Unchanged |
| Summitry LLC | 905 | $712.8K | 0.03% | +905 | New |
| Mayflower Financial Advisors, LLC | 907 | $714.4K | 0.10% | +48+5.6% | Added |
| GTS Securities LLC | 909 | $716.0K | 0.03% | −1,264−58.2% | Reduced |
| Exencial Wealth Advisors, LLC | 913 | $719.3K | 0.03% | +42+4.8% | Added |
| SGL Investment Advisors, Inc. | 929 | $726.0K | 0.35% | +585+170.1% | Added |
| PAX Financial Group, LLC | 922 | $726.2K | 0.14% | −165−15.2% | Reduced |
| Everpar Advisors LLC | 923 | $727.0K | 0.33% | +101+12.3% | Added |
| Sound View Wealth Advisors Group, LLC | 924 | $727.8K | 0.05% | +188+25.5% | Added |
| Wealthstar Advisors, LLC | 925 | $728.6K | 0.27% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 926 | $729.3K | 0.20% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 927 | $730.1K | 0.17% | −10−1.1% | Reduced |
| Manchester Capital Management LLC | 927 | $730.4K | 0.10% | +314+51.2% | Added |
| Formidable Asset Management, LLC | 929 | $731.7K | 0.12% | −252−21.3% | Reduced |
| Gryphon Financial Partners LLC | 930 | $732.4K | 0.10% | +198+27.0% | Added |
| MWA Asset Management | 930 | $732.5K | 0.45% | −8−0.9% | Reduced |
| Paladin Wealth, LLC | 932 | $734.1K | 0.57% | −183−16.4% | Reduced |
| United Bank | 932 | $734.1K | 0.28% | +932 | New |
| Seven Mile Advisory | 933 | $734.9K | 0.44% | +14+1.5% | Added |
| Bell Investment Advisors, Inc | 935 | $736.4K | 0.13% | +10+1.1% | Added |
| Modern Wealth Management, LLC | 935 | $736.9K | 0.02% | +43+4.8% | Added |
| Traynor Capital Management, Inc. | 945 | $736.9K | 0.05% | −1−0.1% | Reduced |
| Charter Oak Capital Management, LLC | 944 | $743.5K | 0.06% | +944 | New |
| Horizon Family Wealth, Inc. | 945 | $744.4K | 0.45% | −9−0.9% | Reduced |
| Wrapmanager Inc | 949 | $747.5K | 0.18% | +6+0.6% | Added |
| DGS Capital Management, LLC | 953 | $750.2K | 0.15% | +7+0.7% | Added |
| Values First Advisors, Inc. | 953 | $750.8K | 0.41% | −7−0.7% | Reduced |
| Chicago Trust Co NA | 954 | $751.4K | 0.11% | +78+8.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 954 | $751.4K | 0.06% | +163+20.6% | Added |
| 17 Capital Partners, LLC | 959 | $755.3K | 0.44% | +205+27.2% | Added |
| Oxford Financial Group Ltd | 962 | $757.6K | 0.05% | +166+20.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 963 | $758.5K | 0.44% | +410+74.1% | Added |
| Tolleson Wealth Management, Inc. | 969 | $763.2K | 0.13% | 00.0% | Unchanged |
| TLW Wealth Management, LLC | 974 | $767.2K | 0.43% | +974 | New |
| West Family Investments, Inc. | 975 | $767.9K | 0.20% | +510+109.7% | Added |
| Bryce Point Capital, LLC | 978 | $770.3K | 0.65% | −266−21.4% | Reduced |
| Evercore Wealth Management, LLC | 979 | $771.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 983 | $774.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 983 | $774.3K | 0.03% | −142−12.6% | Reduced |
| Prosperity Wealth Management, Inc. | 987 | $777.4K | 0.29% | +987 | New |
| Bayforest Capital Ltd | 987 | $777.4K | 0.34% | +987 | New |
| Perkins Coie Trust Co | 992 | $781.3K | 0.13% | −1−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 993 | $782.1K | 0.32% | +17+1.7% | Added |
| Grove Bank & Trust | 994 | $782.9K | 0.10% | +18+1.8% | Added |
| Camden Capital, LLC | 998 | $785.7K | 0.07% | +238+31.3% | Added |