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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 1,417 | $1.12M | 0.07% | +38+2.8% | Added |
| Westfield Capital Management Co LP | 1,410 | $1.11M | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,405 | $1.11M | 0.03% | +90+6.8% | Added |
| Gratus Wealth Advisors, LLC | 1,397 | $1.10M | 0.17% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,396 | $1.10M | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,394 | $1.10M | 0.40% | +3+0.2% | Added |
| Unique Wealth Strategies, LLC | 1,389 | $1.09M | 0.46% | +723+108.6% | Added |
| Mesirow Financial Investment Management, Inc. | 1,387 | $1.09M | 0.02% | +39+2.9% | Added |
| Texas Capital Bancshares Inc | 1,383 | $1.09M | 0.39% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,379 | $1.09M | 0.07% | +51+3.8% | Added |
| WBI Investments | 1,376 | $1.08M | 0.28% | +1,376 | New |
| HBK Sorce Advisory LLC | 1,374 | $1.08M | 0.03% | −50−3.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,365 | $1.07M | 0.74% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,352 | $1.06M | 0.27% | +189+16.3% | Added |
| Garner Asset Management Corp | 1,350 | $1.06M | 0.49% | −93−6.4% | Reduced |
| MMBG Investment Advisors Co. | 1,345 | $1.06M | 0.11% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,340 | $1.06M | 0.09% | +1,340 | New |
| Heritage Investors Management Corp | 1,338 | $1.05M | 0.03% | −290−17.8% | Reduced |
| Harbor Group, Inc. | 1,329 | $1.05M | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,328 | $1.05M | 0.37% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 1,325 | $1.04M | 0.08% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,693 | $1.04M | 0.41% | +1,693 | New |
| Nicholas Investment Partners, LP | 1,314 | $1.03M | 0.09% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,312 | $1.03M | 0.08% | +336+34.4% | Added |
| We Are One Seven, LLC | 1,312 | $1.03M | 0.03% | −448−25.5% | Reduced |
| Park Capital Management, LLC | 1,308 | $1.03M | 0.95% | +12+0.9% | Added |
| Freemont Management S.A. | 1,300 | $1.02M | 0.17% | +300+30.0% | Added |
| Koshinski Asset Management, Inc. | 1,296 | $1.02M | 0.08% | −102−7.3% | Reduced |
| Mattern Capital Management, LLC | 1,294 | $1.02M | 0.12% | +135+11.6% | Added |
| Inscription Capital, LLC | 1,293 | $1.02M | 0.15% | +787+155.5% | Added |
| Alteri Wealth LLC | 1,291 | $1.02M | 0.39% | −6−0.5% | Reduced |
| Hoxton Planning & Management, LLC | 1,287 | $1.01M | 0.35% | −15−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,285 | $1.01M | 0.05% | +434+51.0% | Added |
| Prelude Capital Management, LLC | 1,275 | $1.00M | 0.10% | +1,275 | New |
| Avantax Planning Partners, Inc. | 1,273 | $1.00M | 0.03% | +95+8.1% | Added |
| Waller Financial Planning Group, Inc | 1,272 | $1.00M | 0.24% | −361−22.1% | Reduced |
| Act Wealth Management, LLC | 1,265 | $996.4K | 0.42% | 00.0% | Unchanged |
| Friedenthal Financial | 1,265 | $996.4K | 0.55% | +1,265 | New |
| Garden State Investment Advisory Services LLC | 1,259 | $993.8K | 0.27% | +91+7.8% | Added |
| David Loasby | 1,278 | $991.9K | 0.08% | +333+35.2% | Added |
| Heritage Trust Co | 1,259 | $991.6K | 0.11% | +619+96.7% | Added |
| Ancora Advisors, LLC | 1,240 | $976.8K | 0.02% | +1+0.1% | Added |
| Rockline Wealth Management, LLC | 1,234 | $972.0K | 0.23% | +131+11.9% | Added |
| Legacy Capital Wealth Partners, LLC | 1,234 | $971.9K | 0.22% | −18−1.4% | Reduced |
| Versant Capital Management, Inc | 1,231 | $969.6K | 0.15% | +949+336.5% | Added |
| Cardiff Park Advisors, LLC | 1,223 | $963.3K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,223 | $963.3K | 0.16% | +53+4.5% | Added |
| Accurate Wealth Management, LLC | 1,285 | $963.1K | 0.15% | +632+96.8% | Added |
| Sovran Advisors, LLC | 1,230 | $961.2K | 0.10% | −214−14.8% | Reduced |
| Heritage Wealth Advisors | 1,217 | $958.6K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 1,215 | $957.0K | 0.20% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,213 | $955.0K | 1.38% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,210 | $953.0K | 0.07% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,209 | $952.2K | 0.71% | +15+1.3% | Added |
| Integrated Advisors Network LLC | 1,209 | $952.0K | 0.04% | +192+18.9% | Added |
| Burke & Herbert Bank & Trust Co | 1,205 | $949.1K | 0.21% | −62−4.9% | Reduced |
| HCR Wealth Advisors | 1,205 | $949.1K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,204 | $948.3K | 0.08% | −48−3.8% | Reduced |
| Spinnaker Trust | 1,204 | $948.3K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,200 | $945.2K | 0.04% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,200 | $945.2K | 0.10% | −8−0.7% | Reduced |
| Congress Park Capital LLC | 1,190 | $937.3K | 0.31% | −90−7.0% | Reduced |
| Arcus Capital Partners, LLC | 1,190 | $936.9K | 0.41% | +1,190 | New |
| WSFS Capital Management, LLC | 1,187 | $934.9K | 0.05% | +122+11.5% | Added |
| Parkside Financial Bank & Trust | 1,186 | $934.1K | 0.10% | +33+2.9% | Added |
| Lee Danner & Bass Inc | 1,185 | $933.3K | 0.07% | −521−30.5% | Reduced |
| Fox Run Management, L.L.C. | 1,182 | $931.0K | 0.16% | +1,182 | New |
| Neville Rodie & Shaw Inc | 1,179 | $929.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,177 | $926.9K | 0.04% | −12−1.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,297 | $925.6K | 0.30% | −310−19.3% | Reduced |
| Stratos Wealth Advisors, LLC | 1,171 | $922.5K | 0.05% | −8−0.7% | Reduced |
| CoreCap Advisors, LLC | 1,170 | $921.5K | 0.04% | +799+215.4% | Added |
| Van Hulzen Asset Management, LLC | 1,165 | $917.8K | 0.08% | −7−0.6% | Reduced |
| Catalyst Financial Partners LLC | 1,163 | $916.0K | 0.10% | +68+6.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,162 | $915.2K | 0.02% | −10−0.9% | Reduced |
| Magnus Financial Group LLC | 1,160 | $913.7K | 0.08% | +2+0.2% | Added |
| Connecticut Wealth Management, LLC | 1,154 | $908.9K | 0.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,133 | $892.0K | 0.23% | +239+26.7% | Added |
| Weaver Capital Management LLC | 1,127 | $887.7K | 0.22% | +14+1.3% | Added |
| PFC Capital Group, Inc. | 1,125 | $886.0K | 0.41% | −150−11.8% | Reduced |
| Fundamentun, LLC | 1,123 | $884.6K | 0.04% | +725+182.2% | Added |
| Reynders McVeigh Capital Management, LLC | 1,122 | $884.0K | 0.04% | +1+0.1% | Added |
| Eastern Bank | 1,118 | $880.6K | 0.02% | −21−1.8% | Reduced |
| Plimoth Trust Co LLC | 1,116 | $879.0K | 0.21% | −27−2.4% | Reduced |
| Vance Wealth, Inc. | 1,116 | $879.0K | 0.30% | +16+1.5% | Added |
| Breakwater Capital Group | 1,111 | $875.2K | 0.14% | −45−3.9% | Reduced |
| 1st Source Bank | 1,084 | $853.8K | 0.05% | 00.0% | Unchanged |
| American Trust | 1,083 | $853.0K | 0.08% | −160−12.9% | Reduced |
| MorganRosel Wealth Management, LLC | 1,081 | $851.4K | 0.23% | +178+19.7% | Added |
| MONECO Advisors, LLC | 1,077 | $848.0K | 0.08% | +18+1.7% | Added |
| Elevated Capital Advisors, LLC | 1,374 | $843.7K | 0.24% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,071 | $843.6K | 0.60% | +1,071 | New |
| KFG Wealth Management, LLC | 1,061 | $835.5K | 0.13% | +47+4.6% | Added |
| denkapparat Operations GmbH | 1,054 | $830.2K | 0.66% | +1,054 | New |
| Precision Wealth Strategies, LLC | 1,050 | $827.0K | 0.27% | +1,050 | New |
| Red Door Wealth Management, LLC | 1,050 | $827.0K | 0.10% | +1,050 | New |
| SS&H Financial Advisors, Inc. | 1,046 | $823.9K | 0.28% | −137−11.6% | Reduced |
| Barden Capital Management, Inc. | 1,046 | $823.9K | 0.72% | +1,046 | New |
| Verdence Capital Advisors LLC | 1,044 | $822.1K | 0.06% | +21+2.1% | Added |
| Financial Advisors Network, Inc. | 1,041 | $820.0K | 0.12% | +77+8.0% | Added |