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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,036 | $816.0K | 0.05% | +88+9.3% | Added |
| First Affirmative Financial Network | 1,035 | $815.1K | 0.42% | +33+3.3% | Added |
| Wharton Business Group, LLC | 1,035 | $815.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,034 | $814.2K | 0.06% | +188+22.2% | Added |
| LVW Advisors, LLC | 1,028 | $809.7K | 0.09% | +336+48.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,028 | $809.4K | 0.22% | −122−10.6% | Reduced |
| First National Trust Co | 1,024 | $806.5K | 0.03% | −14−1.3% | Reduced |
| Aventura Private Wealth, LLC | 1,020 | $803.4K | 0.35% | −6−0.6% | Reduced |
| Principal Street Partners, LLC | 1,012 | $797.2K | 0.08% | +566+126.9% | Added |
| Plancorp, LLC | 1,008 | $793.9K | 0.03% | +109+12.1% | Added |
| Portfolio Design Labs, LLC | 1,007 | $793.1K | 0.16% | +612+154.9% | Added |
| RBF Capital, LLC | 1,000 | $787.6K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 998 | $785.7K | 0.07% | +238+31.3% | Added |
| Grove Bank & Trust | 994 | $782.9K | 0.10% | +18+1.8% | Added |
| Tiemann Investment Advisors, LLC | 993 | $782.1K | 0.32% | +17+1.7% | Added |
| Perkins Coie Trust Co | 992 | $781.3K | 0.13% | −1−0.1% | Reduced |
| Prosperity Wealth Management, Inc. | 987 | $777.4K | 0.29% | +987 | New |
| Bayforest Capital Ltd | 987 | $777.4K | 0.34% | +987 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 983 | $774.3K | 0.03% | −142−12.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 983 | $774.2K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 979 | $771.1K | 0.01% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 978 | $770.3K | 0.65% | −266−21.4% | Reduced |
| West Family Investments, Inc. | 975 | $767.9K | 0.20% | +510+109.7% | Added |
| TLW Wealth Management, LLC | 974 | $767.2K | 0.43% | +974 | New |
| Tolleson Wealth Management, Inc. | 969 | $763.2K | 0.13% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 963 | $758.5K | 0.44% | +410+74.1% | Added |
| Oxford Financial Group Ltd | 962 | $757.6K | 0.05% | +166+20.9% | Added |
| 17 Capital Partners, LLC | 959 | $755.3K | 0.44% | +205+27.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 954 | $751.4K | 0.06% | +163+20.6% | Added |
| Chicago Trust Co NA | 954 | $751.4K | 0.11% | +78+8.9% | Added |
| Values First Advisors, Inc. | 953 | $750.8K | 0.41% | −7−0.7% | Reduced |
| DGS Capital Management, LLC | 953 | $750.2K | 0.15% | +7+0.7% | Added |
| Wrapmanager Inc | 949 | $747.5K | 0.18% | +6+0.6% | Added |
| Horizon Family Wealth, Inc. | 945 | $744.4K | 0.45% | −9−0.9% | Reduced |
| Charter Oak Capital Management, LLC | 944 | $743.5K | 0.06% | +944 | New |
| Traynor Capital Management, Inc. | 945 | $736.9K | 0.05% | −1−0.1% | Reduced |
| Modern Wealth Management, LLC | 935 | $736.9K | 0.02% | +43+4.8% | Added |
| Bell Investment Advisors, Inc | 935 | $736.4K | 0.13% | +10+1.1% | Added |
| Seven Mile Advisory | 933 | $734.9K | 0.44% | +14+1.5% | Added |
| Paladin Wealth, LLC | 932 | $734.1K | 0.57% | −183−16.4% | Reduced |
| United Bank | 932 | $734.1K | 0.28% | +932 | New |
| MWA Asset Management | 930 | $732.5K | 0.45% | −8−0.9% | Reduced |
| Gryphon Financial Partners LLC | 930 | $732.4K | 0.10% | +198+27.0% | Added |
| Formidable Asset Management, LLC | 929 | $731.7K | 0.12% | −252−21.3% | Reduced |
| Manchester Capital Management LLC | 927 | $730.4K | 0.10% | +314+51.2% | Added |
| Founders Financial Alliance, LLC | 927 | $730.1K | 0.17% | −10−1.1% | Reduced |
| Chapin Davis, Inc. | 926 | $729.3K | 0.20% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 925 | $728.6K | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 924 | $727.8K | 0.05% | +188+25.5% | Added |
| Everpar Advisors LLC | 923 | $727.0K | 0.33% | +101+12.3% | Added |
| PAX Financial Group, LLC | 922 | $726.2K | 0.14% | −165−15.2% | Reduced |
| SGL Investment Advisors, Inc. | 929 | $726.0K | 0.35% | +585+170.1% | Added |
| Exencial Wealth Advisors, LLC | 913 | $719.3K | 0.03% | +42+4.8% | Added |
| GTS Securities LLC | 909 | $716.0K | 0.03% | −1,264−58.2% | Reduced |
| Mayflower Financial Advisors, LLC | 907 | $714.4K | 0.10% | +48+5.6% | Added |
| Godsey & Gibb Associates | 905 | $712.8K | 0.07% | 00.0% | Unchanged |
| Summitry LLC | 905 | $712.8K | 0.03% | +905 | New |
| Bond & Devick Financial Network, Inc. | 904 | $712.0K | 0.24% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 900 | $708.9K | 0.20% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 897 | $706.5K | 0.08% | +10+1.1% | Added |
| Michael B. Yongue | 896 | $705.7K | 0.53% | +64+7.7% | Added |
| Sentry Investment Management LLC | 901 | $704.0K | 0.39% | 00.0% | Unchanged |
| PFG Investments, LLC | 892 | $702.3K | 0.04% | −117−11.6% | Reduced |
| Caisse des Depots Et Consignations | 891 | $701.8K | 0.03% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 891 | $701.4K | 0.44% | +10+1.1% | Added |
| Kathmere Capital Management, LLC | 888 | $699.4K | 0.05% | +396+80.5% | Added |
| Csenge Advisory Group | 928 | $698.8K | 0.04% | −59−6.0% | Reduced |
| Sivia Capital Partners, LLC | 886 | $697.9K | 0.24% | +166+23.1% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 885 | $697.1K | 0.47% | +79+9.8% | Added |
| Triad Wealth Partners, LLC | 884 | $696.3K | 0.14% | +125+16.5% | Added |
| OneAscent Financial Services LLC | 884 | $692.0K | 0.05% | −58−6.2% | Reduced |
| Bull Oak Capital, LLC | 878 | $691.5K | 0.32% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 877 | $690.7K | 0.04% | +4+0.5% | Added |
| Angeles Wealth Management, LLC | 870 | $685.2K | 0.05% | +264+43.6% | Added |
| Great Lakes Retirement, Inc. | 866 | $681.8K | 0.08% | −23−2.6% | Reduced |
| Atlantic Trust, LLC | 862 | $679.3K | 0.13% | +16+1.9% | Added |
| Catalyst Private Wealth, LLC | 860 | $677.4K | 0.30% | −87−9.2% | Reduced |
| Revolve Wealth Partners, LLC | 859 | $676.6K | 0.09% | +33+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 858 | $675.8K | 0.23% | +109+14.6% | Added |
| Sunbelt Securities, Inc. | 1,075 | $675.5K | 0.06% | +270+33.5% | Added |
| Kestra Investment Management, LLC | 949 | $675.5K | 0.01% | +535+129.2% | Added |
| TFB Advisors LLC | 856 | $674.2K | 0.18% | +2+0.2% | Added |
| Baldwin Brothers Inc | 855 | $673.4K | 0.05% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 854 | $672.6K | 0.10% | −50−5.5% | Reduced |
| National Asset Management, Inc. | 852 | $670.8K | 0.03% | −368−30.2% | Reduced |
| Sciencast Management LP | 850 | $669.5K | 0.14% | +850 | New |
| Chilton Capital Management LLC | 845 | $665.5K | 0.02% | +87+11.5% | Added |
| Avenue 1 Advisors, LLC | 845 | $665.5K | 0.23% | +51+6.4% | Added |
| Private Trust Co NA | 845 | $665.5K | 0.06% | −74−8.1% | Reduced |
| Financial Advocates Investment Management | 843 | $664.3K | 0.05% | −476−36.1% | Reduced |
| Texas Bank & Trust Co | 843 | $664.0K | 0.26% | +45+5.6% | Added |
| Severin Investments, LLC | 842 | $663.0K | 0.62% | +1+0.1% | Added |
| CoreFirst Bank & Trust | 841 | $662.4K | 0.37% | 00.0% | Unchanged |
| KDT Advisors, LLC | 840 | $661.6K | 1.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 839 | $661.1K | 0.03% | +3+0.4% | Added |
| Aprio Wealth Management, LLC | 836 | $658.4K | 0.07% | +271+48.0% | Added |
| Fortune Financial Advisors, LLC | 833 | $656.3K | 0.53% | +7+0.8% | Added |
| R Squared Ltd | 830 | $653.7K | 0.36% | +830 | New |
| Novem Group | 829 | $653.1K | 0.08% | +20+2.5% | Added |
| BlueSpruce Investments, LP | 829 | $652.9K | 0.02% | −562−40.4% | Reduced |