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 |
|---|---|---|---|---|---|
| Woodstock Corp | 667 | $525.3K | 0.05% | −15−2.2% | Reduced |
| Crews Bank & Trust | 665 | $523.8K | 0.08% | 00.0% | Unchanged |
| Tidemark, LLC | 664 | $523.0K | 0.17% | −297−30.9% | Reduced |
| One Capital Management, LLC | 663 | $522.2K | 0.02% | +257+63.3% | Added |
| Integrated Investment Consultants, LLC | 659 | $519.0K | 0.10% | −15−2.2% | Reduced |
| Alta Wealth Advisors LLC | 658 | $518.5K | 0.24% | +167+34.0% | Added |
| Leo Wealth, LLC | 656 | $516.9K | 0.04% | +316+92.9% | Added |
| Oakworth Capital, Inc. | 654 | $515.1K | 0.03% | −208−24.1% | Reduced |
| Sigma Planning Corp | 653 | $514.1K | 0.02% | −23−3.4% | Reduced |
| Permanens Capital L.P. | 651 | $512.7K | 0.07% | +146+28.9% | Added |
| Perennial Investment Advisors, LLC | 650 | $512.1K | 0.05% | +57+9.6% | Added |
| Newman Dignan & Sheerar, Inc. | 650 | $512.0K | 0.12% | +10+1.6% | Added |
| Bigelow Investment Advisors, LLC | 650 | $512.0K | 0.23% | +32+5.2% | Added |
| Keebeck Wealth Management, LLC | 650 | $512.0K | 0.07% | +195+42.9% | Added |
| M3 Advisory Group, LLC | 649 | $511.2K | 0.35% | −48−6.9% | Reduced |
| Diversified Enterprises, LLC | 649 | $511.2K | 0.04% | +17+2.7% | Added |
| Thomasville National Bank | 646 | $508.8K | 0.03% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 645 | $508.2K | 0.05% | 00.0% | Unchanged |
| Camden National Bank | 643 | $506.4K | 0.07% | +50+8.4% | Added |
| Latko Wealth Management, Ltd. | 642 | $506.0K | 0.28% | +1+0.2% | Added |
| St. Louis Trust Co | 640 | $504.1K | 0.07% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $504.1K | 0.38% | 00.0% | Unchanged |
| Riverwater Partners LLC | 640 | $504.1K | 0.24% | +26+4.2% | Added |
| Belpointe Asset Management LLC | 639 | $503.4K | 0.02% | +49+8.3% | Added |
| Security Financial Services, INC. | 637 | $501.7K | 0.09% | +68+12.0% | Added |
| CVA Family Office, LLC | 636 | $500.9K | 0.07% | +21+3.4% | Added |
| Capital Advisors, Ltd. LLC | 635 | $500.0K | 0.06% | −43−6.3% | Reduced |
| WP Advisors, LLC | 632 | $497.5K | 0.14% | +8+1.3% | Added |
| Southern Capital Advisors, LLC | 629 | $495.7K | 0.25% | +1+0.2% | Added |
| Johnson Financial Group, Inc. | 629 | $495.4K | 0.02% | −28−4.3% | Reduced |
| Invesco, LLC | 627 | $493.9K | 0.18% | −232−27.0% | Reduced |
| Sonora Investment Management Group, LLC | 624 | $491.5K | 0.04% | +624 | New |
| Valtinson Bruner Financial Planning LLC | 622 | $489.9K | 0.15% | +10+1.6% | Added |
| Correct Capital Wealth Management | 621 | $489.1K | 0.10% | +11+1.8% | Added |
| Catalyst Capital Advisors LLC | 621 | $489.1K | 0.01% | −122−16.4% | Reduced |
| Cercano Management LLC | 619 | $487.5K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 617 | $486.1K | 0.05% | −103−14.3% | Reduced |
| Vigilare Wealth Management | 616 | $485.2K | 0.18% | +72+13.2% | Added |
| Diversified Investment Strategies, LLC | 614 | $483.6K | 0.33% | 00.0% | Unchanged |
| Jacobsen Capital Management | 613 | $482.8K | 0.18% | +63+11.5% | Added |
| United Community Bank | 613 | $482.8K | 0.17% | +150+32.4% | Added |
| Mason Investment Advisory Services, Inc. | 613 | $482.8K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 611 | $481.2K | 0.18% | +39+6.8% | Added |
| Ashton Thomas Securities, LLC | 611 | $481.2K | 0.12% | −27−4.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 611 | $481.2K | 0.08% | +611 | New |
| James Hambro & Partners | 610 | $480.4K | 0.02% | −660−52.0% | Reduced |
| David Wealth Management LLC | 609 | $480.1K | 0.36% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 609 | $479.8K | 0.01% | +194+46.7% | Added |
| Gradient Capital Advisors, LLC | 608 | $478.9K | 0.14% | +11+1.8% | Added |
| TCTC Holdings, LLC | 607 | $478.1K | 0.02% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 608 | $477.2K | 0.18% | +194+46.9% | Added |
| Bragg Financial Advisors, Inc | 604 | $475.7K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 604 | $475.7K | 0.06% | +73+13.7% | Added |
| Simmons Bank | 604 | $475.7K | 0.03% | −4−0.7% | Reduced |
| Columbia Asset Management | 602 | $474.2K | 0.09% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 601 | $473.4K | 0.39% | +51+9.3% | Added |
| Leonteq Securities AG | 601 | $473.4K | 0.03% | −671−52.8% | Reduced |
| South State Corp. | 601 | $473.4K | 0.02% | −66−9.9% | Reduced |
| Select Asset Management & Trust | 600 | $473.0K | 0.16% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $472.6K | 0.16% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $472.6K | 0.34% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 599 | $471.8K | 0.03% | +1+0.2% | Added |
| Berkshire Bank | 598 | $471.0K | 0.11% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 595 | $468.6K | 0.08% | −110−15.6% | Reduced |
| Morningstar Investment Management LLC | 594 | $468.0K | 0.04% | +594 | New |
| Pacific Wealth Management | 592 | $466.3K | 0.23% | −37−5.9% | Reduced |
| Fortitude Family Office, LLC | 592 | $466.3K | 0.15% | −2−0.3% | Reduced |
| LifeWealth Investments, LLC | 589 | $463.9K | 0.08% | +7+1.2% | Added |
| SageView Advisory Group, LLC | 579 | $462.6K | 0.02% | +57+10.9% | Added |
| New England Research & Management, Inc. | 586 | $462.0K | 0.22% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 585 | $460.8K | 0.05% | +15+2.6% | Added |
| BankPlus Wealth Management LLC | 583 | $459.6K | 0.30% | +58+11.0% | Added |
| Gilbert & Cook, Inc. | 583 | $459.2K | 0.06% | +583 | New |
| Busey Wealth Management | 583 | $459.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 581 | $457.9K | 0.10% | +1+0.2% | Added |
| Proffitt & Goodson Inc | 580 | $456.8K | 0.07% | −2−0.3% | Reduced |
| Salem Investment Counselors Inc | 579 | $456.0K | 0.01% | −11−1.9% | Reduced |
| Country Club Bank | 587 | $455.8K | 0.03% | +7+1.2% | Added |
| Wealthcare Advisory Partners LLC | 576 | $453.9K | 0.01% | −6−1.0% | Reduced |
| Orrstown Financial Services Inc | 575 | $452.9K | 0.10% | +77+15.5% | Added |
| Libra Wealth LLC | 573 | $451.3K | 0.15% | +26+4.8% | Added |
| Wealth Management Associates, Inc. | 571 | $449.7K | 0.18% | +9+1.6% | Added |
| High Falls Advisors, Inc | 570 | $449.3K | 0.10% | +4+0.7% | Added |
| Verity Asset Management, Inc. | 570 | $448.9K | 0.21% | −606−51.5% | Reduced |
| ABLE Financial Group, LLC | 570 | $448.9K | 0.11% | +117+25.8% | Added |
| BlackDiamond Wealth Management Inc. | 574 | $447.5K | 0.26% | +171+42.4% | Added |
| Bourne Lent Asset Management Inc | 566 | $445.8K | 0.17% | 00.0% | Unchanged |
| Allstate Corp | 563 | $443.4K | 0.03% | −7,419−92.9% | Reduced |
| New Millennium Group LLC | 563 | $443.1K | 0.25% | +1+0.2% | Added |
| Aviso Wealth Management | 561 | $441.9K | 0.21% | −18−3.1% | Reduced |
| Wolverine Trading, LLC | 568 | $441.1K | 0.01% | −1,553−73.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 555 | $437.2K | 0.03% | −66−10.6% | Reduced |
| Venture Visionary Partners LLC | 551 | $434.0K | 0.02% | +65+13.4% | Added |
| Clark Financial Services Group Inc | 550 | $433.2K | 0.27% | +62+12.7% | Added |
| Tufton Capital Management | 549 | $432.0K | 0.08% | +10+1.9% | Added |
| Petrus Trust Company, LTA | 547 | $430.8K | 0.04% | +547 | New |
| Brady Martz Wealth Solutions, LLC | 546 | $430.1K | 0.08% | −4−0.7% | Reduced |
| Burney Co | 546 | $430.0K | 0.01% | −16−2.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 545 | $429.3K | 0.12% | +70+14.7% | Added |
| Credit Industriel Et Commercial | 543 | $427.7K | 0.07% | −2,084−79.3% | Reduced |