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 |
|---|---|---|---|---|---|
| Breed's Hill Capital LLC | 828 | $652.0K | 0.31% | −1−0.1% | Reduced |
| Caldwell Trust Co | 826 | $650.6K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 823 | $648.2K | 0.39% | −33−3.9% | Reduced |
| Brucke Financial, Inc. | 823 | $648.2K | 0.45% | +105+14.6% | Added |
| Fiduciary Wealth Partners, LLC | 822 | $647.5K | 0.61% | +812+8,120.0% | Added |
| Spinnaker Investment Group, LLC | 820 | $645.9K | 0.15% | −12−1.4% | Reduced |
| Argus Investors' Counsel, Inc. | 819 | $644.8K | 0.46% | −58−6.6% | Reduced |
| KCM Investment Advisors LLC | 817 | $643.2K | 0.02% | +81+11.0% | Added |
| Prentice Wealth Management LLC | 815 | $641.9K | 0.17% | −5−0.6% | Reduced |
| Malaga Cove Capital, LLC | 814 | $641.1K | 0.25% | −60−6.9% | Reduced |
| Beaumont Financial Advisors, LLC | 812 | $639.6K | 0.05% | +217+36.5% | Added |
| Apexium Financial, LP | 809 | $637.2K | 0.03% | +25+3.2% | Added |
| Ramiah Investment Group | 805 | $634.0K | 0.68% | −18−2.2% | Reduced |
| Wealth Group Ltd | 803 | $632.5K | 0.16% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 801 | $630.9K | 0.09% | +90+12.7% | Added |
| Paradigm Financial Partners, LLC | 799 | $629.4K | 0.07% | +276+52.8% | Added |
| Alpha Omega Wealth Management LLC | 797 | $627.7K | 0.11% | −12−1.5% | Reduced |
| Kennon-Green & Company, LLC | 803 | $626.0K | 0.50% | +3+0.4% | Added |
| Clear Creek Financial Management, LLC | 792 | $623.5K | 0.06% | −30−3.6% | Reduced |
| Capital Investment Advisory Services, LLC | 788 | $620.7K | 0.05% | −21−2.6% | Reduced |
| TCG Advisory Services, LLC | 784 | $617.5K | 0.02% | −290−27.0% | Reduced |
| Ariadne Wealth Management, LP | 867 | $617.1K | 0.30% | +12+1.4% | Added |
| Avantra Family Wealth, Inc. | 779 | $613.6K | 0.51% | +18+2.4% | Added |
| Resonant Capital Advisors, LLC | 777 | $612.0K | 0.04% | +292+60.2% | Added |
| Signature Estate & Investment Advisors LLC | 776 | $611.3K | 0.01% | +43+5.9% | Added |
| Washington Trust Bank | 776 | $611.2K | 0.05% | −71−8.4% | Reduced |
| Cobblestone Capital Advisors LLC | 775 | $610.4K | 0.03% | +4+0.5% | Added |
| Conestoga Capital Advisors, LLC | 775 | $610.4K | 0.01% | −5−0.6% | Reduced |
| NorthStar Asset Management LLC | 774 | $609.6K | 0.32% | +18+2.4% | Added |
| Parcion Private Wealth LLC | 774 | $609.6K | 0.04% | +89+13.0% | Added |
| GWN Securities Inc. | 770 | $607.6K | 0.11% | −14,167−94.8% | Reduced |
| KMG Fiduciary Partners, LLC | 771 | $607.3K | 0.04% | +14+1.8% | Added |
| Voya Financial Advisors, Inc. | 782 | $607.3K | 0.06% | −117−13.0% | Reduced |
| Private Client Services, LLC | 770 | $606.6K | 0.24% | +8+1.0% | Added |
| BlueSky Wealth Advisors, LLC | 768 | $604.9K | 0.09% | +2+0.3% | Added |
| Apeiron RIA LLC | 767 | $604.5K | 0.16% | −133−14.8% | Reduced |
| Prosperity Consulting Group, LLC | 766 | $603.6K | 0.04% | +77+11.2% | Added |
| Sherbrooke Park Advisers LLC | 766 | $603.3K | 0.26% | +245+47.0% | Added |
| Betterment LLC | 763 | $601.0K | 0.00% | +11+1.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 763 | $601.0K | 0.04% | +763 | New |
| Rossby Financial, LCC | 762 | $600.2K | 0.23% | −8−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 757 | $596.2K | 0.07% | −24−3.1% | Reduced |
| Ulland Investment Advisors, LLC | 757 | $596.0K | 0.46% | −10−1.3% | Reduced |
| Crewe Advisors LLC | 754 | $593.9K | 0.08% | +6+0.8% | Added |
| Three Bridge Wealth Advisors, LLC | 754 | $593.9K | 0.16% | −1,828−70.8% | Reduced |
| Gill Capital Partners, LLC | 753 | $593.1K | 0.19% | 00.0% | Unchanged |
| Teza Capital Management LLC | 753 | $593.1K | 0.44% | +753 | New |
| Arrow Financial Corp | 750 | $590.7K | 0.06% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 738 | $589.5K | 0.12% | +25+3.5% | Added |
| Larson Financial Group LLC | 743 | $585.3K | 0.02% | +307+70.4% | Added |
| Bernardo Wealth Planning LLC | 742 | $584.0K | 0.13% | +18+2.5% | Added |
| Impact Investors, Inc | 741 | $584.0K | 0.41% | +63+9.3% | Added |
| 4WEALTH Advisors, Inc. | 738 | $581.2K | 0.60% | −14−1.9% | Reduced |
| Veracity Capital LLC | 737 | $580.8K | 0.20% | +50+7.3% | Added |
| Atticus Wealth Management, LLC | 735 | $578.8K | 0.16% | +33+4.7% | Added |
| Fishman Jay A Ltd | 732 | $576.5K | 0.06% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 731 | $575.8K | 0.51% | +2+0.3% | Added |
| SFM, LLC | 731 | $575.5K | 0.37% | −7−0.9% | Reduced |
| Keystone Wealth Services, LLC | 729 | $574.2K | 0.14% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 726 | $571.8K | 0.11% | −542−42.7% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $571.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 725 | $571.0K | 0.04% | +6+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 724 | $570.2K | 0.03% | +17+2.4% | Added |
| Onefund, LLC | 723 | $569.0K | 0.41% | −10−1.4% | Reduced |
| Fort Sheridan Advisors LLC | 722 | $568.7K | 0.08% | +15+2.1% | Added |
| Wallace Advisory Group, LLC | 921 | $565.5K | 0.41% | −10−1.1% | Reduced |
| Main Street Research LLC | 715 | $563.2K | 0.04% | +715 | New |
| Costello Asset Management, INC | 713 | $561.6K | 0.21% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 712 | $560.5K | 0.05% | −116−14.0% | Reduced |
| Bahl & Gaynor Inc | 711 | $560.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 708 | $558.2K | 0.36% | +1+0.1% | Added |
| Ewa, LLC | 708 | $557.8K | 0.18% | +26+3.8% | Added |
| Interchange Capital Partners, LLC | 706 | $556.2K | 0.13% | −37−5.0% | Reduced |
| Ambassador Advisors, LLC | 703 | $553.7K | 0.09% | −5−0.7% | Reduced |
| Union Savings Bank | 705 | $553.5K | 0.25% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 702 | $552.9K | 0.26% | −80−10.2% | Reduced |
| Prestige Wealth Management Group LLC | 701 | $552.2K | 0.11% | +1+0.1% | Added |
| Capital Investment Counsel, Inc | 700 | $551.3K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $551.3K | 0.28% | 00.0% | Unchanged |
| J. Goldman & Co LP | 700 | $551.3K | 0.02% | +700 | New |
| Truepoint, Inc. | 699 | $550.6K | 0.01% | −33−4.5% | Reduced |
| HBW Advisory Services LLC | 696 | $548.5K | 0.07% | −20−2.8% | Reduced |
| Traveka Wealth, LLC | 694 | $546.6K | 0.29% | +1+0.1% | Added |
| Foundations Investment Advisors, LLC | 694 | $546.4K | 0.01% | +164+30.9% | Added |
| SMART Wealth LLC | 693 | $545.8K | 0.17% | +693 | New |
| Cynosure Management, LLC | 692 | $545.0K | 0.06% | −11−1.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 692 | $545.0K | 0.23% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 691 | $544.3K | 0.37% | −8−1.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 690 | $543.5K | 0.30% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 685 | $539.5K | 0.06% | +221+47.6% | Added |
| George Kaiser Family Foundation | 685 | $539.5K | 0.08% | +221+47.6% | Added |
| Verity & Verity, LLC | 684 | $538.7K | 0.05% | +30+4.6% | Added |
| 3Chopt Investment Partners, LLC | 682 | $537.2K | 0.13% | +95+16.2% | Added |
| SBI Securities Co., Ltd. | 679 | $534.8K | 0.02% | −26−3.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 676 | $532.4K | 0.04% | −25−3.6% | Reduced |
| Soltis Investment Advisors LLC | 675 | $531.7K | 0.04% | +116+20.8% | Added |
| Klingman & Associates, LLC | 673 | $530.1K | 0.03% | +673 | New |
| Kera Capital Partners, Inc. | 673 | $530.1K | 0.10% | +673 | New |
| Planned Solutions, Inc. | 672 | $529.3K | 0.20% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 671 | $528.4K | 0.39% | +30+4.7% | Added |