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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 3,506 | $2.76M | 0.15% | +85+2.5% | Added |
| Scratch Capital LLC | 3,503 | $2.76M | 2.24% | −97−2.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,495 | $2.75M | 0.34% | −90−2.5% | Reduced |
| Savant Capital, LLC | 3,480 | $2.74M | 0.02% | +207+6.3% | Added |
| Account Management LLC | 3,465 | $2.73M | 3.00% | 00.0% | Unchanged |
| Prana Capital Management, LP | 3,456 | $2.72M | 0.10% | −22,046−86.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,452 | $2.72M | 0.11% | +8+0.2% | Added |
| Ledyard National Bank | 3,440 | $2.71M | 0.26% | +3,017+713.2% | Added |
| Gateway Investment Advisers LLC | 3,436 | $2.71M | 0.03% | −10,590−75.5% | Reduced |
| Diversify Advisory Services, LLC | 3,785 | $2.70M | 0.10% | +241+6.8% | Added |
| Berger Financial Group, Inc | 3,421 | $2.69M | 0.17% | −62−1.8% | Reduced |
| Boston Trust Walden Corp | 3,409 | $2.69M | 0.02% | +305+9.8% | Added |
| Savvy Advisors, Inc. | 3,406 | $2.68M | 0.18% | +229+7.2% | Added |
| Fairfield, Bush & Co. | 3,398 | $2.68M | 1.51% | −215−6.0% | Reduced |
| BKD Wealth Advisors, LLC | 3,396 | $2.67M | 0.06% | −63−1.8% | Reduced |
| Naviter Wealth, LLC | 3,392 | $2.67M | 0.33% | −10−0.3% | Reduced |
| Herold Advisors, Inc. | 3,381 | $2.66M | 0.56% | −958−22.1% | Reduced |
| Ironwood Financial, llc | 4,336 | $2.66M | 0.57% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,378 | $2.66M | 0.31% | +879+35.2% | Added |
| ISAM Funds (UK) Ltd | 3,376 | $2.66M | 0.58% | +3,376 | New |
| Univest Financial Corp | 3,359 | $2.65M | 0.16% | +63+1.9% | Added |
| Conway Capital Management, Inc. | 3,355 | $2.64M | 1.18% | −120−3.5% | Reduced |
| Ellis Investment Partners, LLC | 3,335 | $2.63M | 0.51% | +10.0% | Added |
| Valmark Advisers, Inc. | 3,328 | $2.62M | 0.04% | −3−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,325 | $2.62M | 0.03% | +336+11.2% | Added |
| Lecap Asset Management Ltd | 3,318 | $2.61M | 0.92% | −526−13.7% | Reduced |
| Game Creek Capital, LP | 3,300 | $2.60M | 1.33% | +3,300 | New |
| Buckingham Strategic Partners | 3,301 | $2.60M | 0.03% | +514+18.4% | Added |
| Tilia Fiduciary Partners, Inc. | 3,289 | $2.59M | 1.58% | +42+1.3% | Added |
| Clean Yield Group | 3,286 | $2.59M | 0.77% | 00.0% | Unchanged |
| HighVista Strategies LLC | 3,263 | $2.57M | 0.94% | −600−15.5% | Reduced |
| Insight Wealth Strategies, LLC | 3,291 | $2.57M | 0.32% | +3,291 | New |
| AlphaCore Capital LLC | 3,235 | $2.55M | 0.10% | +1,582+95.7% | Added |
| GM Advisory Group, Inc. | 3,229 | $2.54M | 0.13% | −3−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,229 | $2.54M | 0.08% | −14,656−81.9% | Reduced |
| Congress Asset Management Co | 3,229 | $2.54M | 0.02% | −14,021−81.3% | Reduced |
| Dynasty Wealth Management, LLC | 3,226 | $2.54M | 0.04% | −989−23.5% | Reduced |
| Trust Asset Management LLC | 3,221 | $2.54M | 0.19% | 00.0% | Unchanged |
| Signature Wealth Management Group | 3,219 | $2.54M | 1.00% | +22+0.7% | Added |
| Mirova US LLC | 3,218 | $2.53M | 0.03% | +3,218 | New |
| Caldwell Sutter Capital, Inc. | 3,200 | $2.52M | 1.15% | −200−5.9% | Reduced |
| IronOak Wealth LLC. | 3,198 | $2.52M | 2.45% | +3,198 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,193 | $2.52M | 0.03% | +1,586+98.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.51M | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,189 | $2.51M | 0.57% | +74+2.4% | Added |
| Strategic Wealth Partners, Ltd. | 3,184 | $2.51M | 0.20% | +3,184 | New |
| Net Worth Advisory Group | 3,178 | $2.50M | 0.55% | −4−0.1% | Reduced |
| Boston Private Wealth LLC | 3,143 | $2.48M | 0.13% | +3,143 | New |
| Outfitter Financial LLC | 3,123 | $2.46M | 2.10% | −6−0.2% | Reduced |
| GeoWealth Management, LLC | 3,087 | $2.43M | 0.09% | +214+7.4% | Added |
| Stock Yards Bank & Trust Co | 3,079 | $2.43M | 0.08% | −309−9.1% | Reduced |
| RMR Wealth Builders | 3,076 | $2.42M | 0.22% | +135+4.6% | Added |
| Stiles Financial Services Inc | 3,065 | $2.42M | 0.83% | −118−3.7% | Reduced |
| Meeder Asset Management Inc | 3,065 | $2.41M | 0.15% | −19−0.6% | Reduced |
| Qtron Investments LLC | 3,059 | $2.41M | 0.31% | 00.0% | Unchanged |
| De Burlo Group Inc | 3,040 | $2.39M | 0.32% | −60−1.9% | Reduced |
| Pinnacle Associates Ltd | 3,030 | $2.39M | 0.03% | +168+5.9% | Added |
| MUFG Securities EMEA plc | 3,025 | $2.38M | 0.11% | +3,025 | New |
| Integrated Wealth Concepts LLC | 2,968 | $2.34M | 0.02% | +787+36.1% | Added |
| Crestwood Advisors Group LLC | 2,947 | $2.32M | 0.04% | +367+14.2% | Added |
| Darwin Advisors, LLC | 2,926 | $2.30M | 0.80% | −495−14.5% | Reduced |
| Mattson Financial Services, LLC | 2,925 | $2.30M | 0.62% | −642−18.0% | Reduced |
| Baker Avenue Asset Management, LP | 2,880 | $2.27M | 0.06% | +2,478+616.4% | Added |
| Eads & Heald Wealth Management | 2,871 | $2.26M | 1.12% | −2−0.1% | Reduced |
| Abacus Planning Group, Inc. | 2,867 | $2.26M | 0.34% | +40+1.4% | Added |
| Dohj, LLC | 3,717 | $2.22M | 0.64% | −248−6.3% | Reduced |
| Concord Wealth Partners | 2,811 | $2.21M | 0.32% | −145−4.9% | Reduced |
| Concord Asset Management, LLC | 2,811 | $2.21M | 0.33% | +48+1.7% | Added |
| ZEGA Investments, LLC | 2,805 | $2.21M | 0.55% | −6−0.2% | Reduced |
| Okabena Investment Services Inc | 2,802 | $2.21M | 0.49% | +100+3.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,777 | $2.19M | 0.39% | +2,777 | New |
| Sompo Asset Management Co., Ltd. | 2,770 | $2.18M | 0.38% | −750−21.3% | Reduced |
| Cullinan Associates Inc | 2,770 | $2.18M | 0.14% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,772 | $2.17M | 0.35% | +86+3.2% | Added |
| Edgestream Partners, L.P. | 2,755 | $2.17M | 0.06% | +252+10.1% | Added |
| Argent Trust Co | 2,754 | $2.17M | 0.08% | −209−7.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $2.16M | 0.24% | 00.0% | Unchanged |
| MIG Capital, LLC | 2,726 | $2.15M | 0.23% | +2,726 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $2.14M | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,705 | $2.13M | 0.12% | +2,705 | New |
| Icon Wealth Advisors, LLC | 2,702 | $2.13M | 0.15% | +755+38.8% | Added |
| Moss Adams Wealth Advisors LLC | 2,695 | $2.12M | 0.19% | +53+2.0% | Added |
| Cigna Investments Inc | 2,694 | $2.12M | 0.36% | −73−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,675 | $2.11M | 0.11% | −119−4.3% | Reduced |
| Novare Capital Management LLC | 2,669 | $2.10M | 0.17% | −81−2.9% | Reduced |
| Scissortail Wealth Management, LLC | 2,640 | $2.08M | 0.50% | +2,093+382.6% | Added |
| SRS Capital Advisors, Inc. | 2,556 | $2.07M | 0.10% | +328+14.7% | Added |
| Valeo Financial Advisors, LLC | 2,629 | $2.07M | 0.05% | +191+7.8% | Added |
| BankPlus Trust Department | 2,627 | $2.07M | 0.61% | +270+11.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,617 | $2.06M | 0.10% | −2,707−50.8% | Reduced |
| Stevens Capital Management LP | 2,617 | $2.06M | 0.56% | +2,617 | New |
| Silicon Valley Capital Partners | 2,615 | $2.06M | 0.21% | +4+0.2% | Added |
| First Citizens Bank & Trust Co | 2,613 | $2.06M | 0.04% | +28+1.1% | Added |
| Generali Investments, Management Co LLC | 2,604 | $2.05M | 0.46% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 2,594 | $2.04M | 0.46% | −300−10.4% | Reduced |
| Jane Street Group, LLC | 2,583 | $2.03M | 0.00% | −74,564−96.7% | Reduced |
| Modera Wealth Management, LLC | 2,567 | $2.02M | 0.03% | −10.0% | Reduced |
| Eqis Capital Management, Inc. | 2,562 | $2.02M | 0.16% | −276−9.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,557 | $2.01M | 0.12% | −746−22.6% | Reduced |
| BancorpSouth Bank | 2,557 | $2.01M | 0.13% | +4+0.2% | Added |