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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 1,876 | $1.48M | 0.36% | +1,876 | New |
| Arete Wealth Advisors, LLC | 1,872 | $1.48M | 0.11% | +891+90.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,867 | $1.47M | 0.19% | +33+1.8% | Added |
| Precedent Wealth Partners, LLC | 1,859 | $1.46M | 0.36% | +373+25.1% | Added |
| Greykasell Wealth Strategies, Inc. | 1,856 | $1.46M | 0.70% | −18−1.0% | Reduced |
| Pictet & Cie (Europe) SA | 1,851 | $1.46M | 0.03% | −18−1.0% | Reduced |
| Schear Investment Advisers, LLC | 1,839 | $1.45M | 0.72% | −78−4.1% | Reduced |
| Worth Asset Management, LLC | 1,802 | $1.42M | 0.70% | +1,802 | New |
| Proficio Capital Partners LLC | 1,792 | $1.41M | 0.09% | +151+9.2% | Added |
| Ellevest, Inc. | 1,786 | $1.41M | 0.22% | +74+4.3% | Added |
| Groupama Asset Managment | 1,811 | $1.41M | 0.02% | −3,526−66.1% | Reduced |
| Quadcap Wealth Management, LLC | 1,783 | $1.40M | 0.18% | +225+14.4% | Added |
| Sym Financial Corp | 1,781 | $1.40M | 0.16% | −22−1.2% | Reduced |
| Fiduciary Alliance LLC | 1,776 | $1.40M | 0.10% | +221+14.2% | Added |
| Stablepoint Partners, LLC | 1,775 | $1.40M | 0.24% | −975−35.5% | Reduced |
| Verde Capital Management | 1,762 | $1.39M | 0.34% | +131+8.0% | Added |
| Cooper Financial Group | 1,761 | $1.39M | 0.16% | −264−13.0% | Reduced |
| Kensington Investment Counsel, LLC | 1,756 | $1.38M | 0.59% | +6+0.3% | Added |
| Milestones Private Investment Advisors LLC | 1,748 | $1.38M | 1.02% | +1,748 | New |
| Brown Financial Advisors | 1,743 | $1.37M | 0.54% | −436−20.0% | Reduced |
| Cove Private Wealth, LLC | 1,740 | $1.37M | 0.48% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,739 | $1.37M | 0.22% | −73−4.0% | Reduced |
| Koss-Olinger Consulting, LLC | 1,729 | $1.36M | 0.11% | +1+0.1% | Added |
| Stance Capital LLC | 1,728 | $1.36M | 0.51% | +1,728 | New |
| Level Four Advisory Services, LLC | 1,727 | $1.36M | 0.05% | +86+5.2% | Added |
| MJP Associates Inc | 1,722 | $1.36M | 0.20% | −151−8.1% | Reduced |
| Integrated Quantitative Investments LLC | 1,717 | $1.35M | 0.40% | +1,717 | New |
| Legacy Trust | 1,713 | $1.35M | 0.33% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,711 | $1.35M | 0.05% | −727−29.8% | Reduced |
| CNB Bank | 1,702 | $1.34M | 0.64% | −103−5.7% | Reduced |
| Bridgewater Advisors Inc. | 1,658 | $1.34M | 0.10% | +42+2.6% | Added |
| Sargent Investment Group, LLC | 1,715 | $1.34M | 0.18% | −126−6.8% | Reduced |
| Madison Asset Management, LLC | 1,690 | $1.33M | 0.01% | −47−2.7% | Reduced |
| PDS Planning, Inc | 1,685 | $1.33M | 0.10% | +320+23.4% | Added |
| Red Spruce Capital, LLC | 1,681 | $1.32M | 0.57% | −11−0.7% | Reduced |
| Parthenon LLC | 1,675 | $1.32M | 0.15% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,672 | $1.32M | 0.08% | +15+0.9% | Added |
| Sage Mountain Advisors LLC | 1,670 | $1.32M | 0.09% | +166+11.0% | Added |
| Beverly Hills Private Wealth, LLC | 1,668 | $1.31M | 0.25% | +106+6.8% | Added |
| Boston Family Office LLC | 1,667 | $1.31M | 0.09% | −4−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,667 | $1.31M | 0.02% | +1,019+157.3% | Added |
| Regatta Capital Group, LLC | 1,666 | $1.31M | 0.23% | +47+2.9% | Added |
| Nelson Capital Management, LLC | 1,665 | $1.31M | 0.17% | −300−15.3% | Reduced |
| Evanson Asset Management, LLC | 1,663 | $1.31M | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,656 | $1.30M | 0.23% | +17+1.0% | Added |
| Everest Management Corp. | 1,651 | $1.30M | 0.93% | +1,651 | New |
| IHT Wealth Management, LLC | 1,645 | $1.30M | 0.04% | −1−0.1% | Reduced |
| Walleye Capital LLC | 1,644 | $1.29M | 0.01% | −31,441−95.0% | Reduced |
| DRW Securities, LLC | 1,639 | $1.29M | 0.09% | +1,180+257.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,638 | $1.29M | 0.00% | −346−17.4% | Reduced |
| WBH Advisory Inc | 1,630 | $1.28M | 0.11% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,628 | $1.28M | 0.04% | −41−2.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 1,623 | $1.28M | 0.57% | +1,623 | New |
| Simplicity Wealth,LLC | 1,620 | $1.28M | 0.05% | +1,096+209.2% | Added |
| Archford Capital Strategies, LLC | 1,613 | $1.27M | 0.16% | −1,731−51.8% | Reduced |
| Denali Advisors LLC | 1,607 | $1.27M | 0.13% | −63−3.8% | Reduced |
| Founders Financial Securities LLC | 1,605 | $1.26M | 0.10% | +13+0.8% | Added |
| Pallas Capital Advisors LLC | 1,584 | $1.25M | 0.05% | +1,169+281.7% | Added |
| Barr E S & Co | 1,584 | $1.25M | 0.07% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,579 | $1.24M | 0.01% | +32+2.1% | Added |
| Tritonpoint Wealth, LLC | 1,576 | $1.24M | 0.11% | +53+3.5% | Added |
| Howland Capital Management LLC | 1,574 | $1.24M | 0.05% | +178+12.8% | Added |
| OV Management LLC | 1,568 | $1.24M | 1.03% | −2,387−60.4% | Reduced |
| Curated Wealth Partners LLC | 1,568 | $1.24M | 0.14% | +17+1.1% | Added |
| Independent Financial Group, LLC | 1,566 | $1.23M | 0.03% | +424+37.1% | Added |
| Advisors Capital Management, LLC | 1,565 | $1.23M | 0.02% | −173−10.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,563 | $1.23M | 0.28% | +3+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,559 | $1.23M | 0.59% | +124+8.6% | Added |
| Riverpark Capital Management LLC | 1,559 | $1.23M | 1.99% | −230−12.9% | Reduced |
| Geneos Wealth Management Inc. | 1,552 | $1.22M | 0.03% | +198+14.6% | Added |
| Forum Financial Management, LP | 1,545 | $1.22M | 0.02% | −20−1.3% | Reduced |
| Crew Capital Management, Ltd. | 1,543 | $1.22M | 0.87% | −494−24.3% | Reduced |
| SRN Advisors, LLC | 1,542 | $1.21M | 1.11% | +30+2.0% | Added |
| Perpetual Ltd | 1,539 | $1.21M | 0.01% | −33−2.1% | Reduced |
| Kingsview Wealth Management, LLC | 1,537 | $1.21M | 0.02% | +22+1.5% | Added |
| Hara Capital LLC | 1,534 | $1.21M | 0.75% | −280−15.4% | Reduced |
| Chris Bulman Inc | 1,529 | $1.20M | 0.69% | +6+0.4% | Added |
| Wellington Shields Capital Management, LLC | 1,525 | $1.20M | 0.20% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,516 | $1.19M | 0.46% | +84+5.9% | Added |
| ICW Investment Advisors LLC | 1,516 | $1.19M | 0.47% | +102+7.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,507 | $1.19M | 0.46% | −24−1.6% | Reduced |
| Palisade Capital Management LLC | 1,500 | $1.18M | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $1.18M | 0.29% | +1,500 | New |
| Fulcrum Asset Management LLP | 1,499 | $1.18M | 0.34% | +1,499 | New |
| Drive Wealth Management, LLC | 1,487 | $1.17M | 0.26% | +69+4.9% | Added |
| Van Strum & Towne Inc. | 1,486 | $1.17M | 0.37% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,473 | $1.16M | 0.13% | −17−1.1% | Reduced |
| Roberts Capital Advisors, LLC | 1,470 | $1.16M | 0.86% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,469 | $1.16M | 0.03% | −3,933−72.8% | Reduced |
| Smithfield Trust Co | 1,470 | $1.16M | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,466 | $1.15M | 0.18% | +177+13.7% | Added |
| NBT Bank N A | 1,462 | $1.15M | 0.08% | −12−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 1,462 | $1.15M | 0.32% | +2+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,461 | $1.15M | 0.10% | −42−2.8% | Reduced |
| Whalerock Point Partners, LLC | 1,456 | $1.15M | 0.25% | +4+0.3% | Added |
| Weatherly Asset Management L. P. | 1,452 | $1.14M | 0.10% | −107−6.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,451 | $1.14M | 0.16% | +200+16.0% | Added |
| First Financial Bank - Trust Division | 1,448 | $1.14M | 0.10% | −33−2.2% | Reduced |
| Crescent Sterling, Ltd. | 1,423 | $1.12M | 1.25% | +212+17.5% | Added |
| Money Concepts Capital Corp | 1,419 | $1.12M | 0.07% | −91−6.0% | Reduced |