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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 542 | $426.9K | 0.15% | −3−0.6% | Reduced |
| D'Orazio & Associates, Inc. | 540 | $425.4K | 0.06% | −16−2.9% | Reduced |
| Saranac Partners Ltd | 540 | $425.3K | 0.23% | −125−18.8% | Reduced |
| Wealth Management Partners, LLC | 541 | $423.9K | 0.15% | −1−0.2% | Reduced |
| Strategic Blueprint, LLC | 537 | $423.3K | 0.02% | −644−54.5% | Reduced |
| Schnieders Capital Management LLC | 537 | $423.0K | 0.07% | +164+44.0% | Added |
| Financial Engines Advisors L.L.C. | 530 | $417.5K | 0.00% | +530 | New |
| Resources Management Corp | 530 | $417.0K | 0.06% | 00.0% | Unchanged |
| MFA Wealth Services | 529 | $416.3K | 0.31% | +3+0.6% | Added |
| Simon Quick Advisors, LLC | 526 | $414.3K | 0.02% | −1,810−77.5% | Reduced |
| Sunflower Bank, N.A. | 526 | $414.3K | 0.10% | +24+4.8% | Added |
| Two Sigma Securities, LLC | 526 | $414.3K | 0.05% | +118+28.9% | Added |
| Robertson Stephens Wealth Management, LLC | 525 | $413.2K | 0.01% | −377−41.8% | Reduced |
| PharVision Advisers, LLC | 524 | $412.7K | 0.59% | +524 | New |
| Powell Investment Advisors, LLC | 523 | $411.9K | 0.15% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 522 | $411.3K | 0.21% | −12−2.2% | Reduced |
| Wolff Wiese Magana LLC | 521 | $410.4K | 0.25% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 520 | $409.6K | 0.31% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 519 | $408.6K | 0.02% | +69+15.3% | Added |
| Root Financial Partners, LLC | 518 | $407.6K | 0.04% | +518 | New |
| Invenio Wealth Partners LLC | 516 | $406.4K | 0.16% | +29+6.0% | Added |
| RWM Asset Management, LLC | 513 | $404.1K | 0.05% | +513 | New |
| McLean Asset Management Corp | 522 | $403.9K | 0.11% | +24+4.8% | Added |
| Truvestments Capital LLC | 511 | $402.8K | 0.08% | −39−7.1% | Reduced |
| BBR Partners, LLC | 511 | $402.5K | 0.03% | −5−1.0% | Reduced |
| Highline Wealth Partners LLC | 507 | $399.1K | 0.12% | +11+2.2% | Added |
| Elgethun Capital Management | 506 | $398.9K | 0.08% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 505 | $397.5K | 0.07% | +130+34.7% | Added |
| New Republic Capital, LLC | 504 | $397.3K | 0.14% | +66+15.1% | Added |
| Opal Wealth Advisors, LLC | 503 | $396.2K | 0.11% | +39+8.4% | Added |
| Lafayette Investments, Inc. | 501 | $394.6K | 0.08% | +38+8.2% | Added |
| K.J. Harrison & Partners Inc | 500 | $393.8K | 0.07% | 00.0% | Unchanged |
| EHP Funds Inc. | 500 | $393.8K | 0.45% | +500 | New |
| Lionshead Wealth Management, LLC | 499 | $393.0K | 0.36% | +5+1.0% | Added |
| Studio Investment Management LLC | 498 | $392.2K | 0.08% | −14−2.7% | Reduced |
| Sandhill Capital Partners LLC | 497 | $391.5K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 496 | $390.7K | 0.01% | −140−22.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 492 | $387.5K | 0.13% | +41+9.1% | Added |
| True North Advisors, LLC | 492 | $387.5K | 0.07% | +83+20.3% | Added |
| Seeds Investor LLC | 491 | $387.1K | 0.09% | +51+11.6% | Added |
| Blue Sky Capital Consultants Group, Inc. | 489 | $385.2K | 0.20% | 00.0% | Unchanged |
| Essential Partners LLC | 489 | $385.2K | 0.15% | +489 | New |
| MN Wealth Advisors, LLC | 488 | $385.1K | 0.22% | +19+4.1% | Added |
| Boothbay Fund Management, LLC | 487 | $383.6K | 0.01% | +487 | New |
| Capital Investment Counsel, LLC | 486 | $382.8K | 0.06% | −38−7.3% | Reduced |
| LRI Investments, LLC | 485 | $382.1K | 0.03% | −11−2.2% | Reduced |
| Channel Wealth LLC | 485 | $382.0K | 0.11% | +105+27.6% | Added |
| Avidian Wealth Solutions, LLC | 484 | $381.6K | 0.02% | +484 | New |
| Shepherd Financial Partners LLC | 484 | $381.1K | 0.04% | +10+2.1% | Added |
| Postrock Partners LLC | 481 | $378.9K | 0.18% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $378.1K | 0.09% | −33−6.4% | Reduced |
| Marietta Investment Partners LLC | 479 | $377.3K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 476 | $374.9K | 0.09% | −62−11.5% | Reduced |
| Rothschild Investment LLC | 472 | $371.8K | 0.02% | +60+14.6% | Added |
| Florida Financial Advisors, LLC | 470 | $370.3K | 0.12% | +51+12.2% | Added |
| Impact Capital Partners LLC | 470 | $370.2K | 0.12% | +32+7.3% | Added |
| Synergy Financial Group, LTD | 466 | $367.0K | 0.27% | −4−0.9% | Reduced |
| Tanager Wealth Management LLP | 465 | $366.2K | 0.04% | +2+0.4% | Added |
| Live Oak Private Wealth LLC | 465 | $366.2K | 0.05% | +20+4.5% | Added |
| Trust Co of Toledo NA | 464 | $365.5K | 0.04% | +464 | New |
| Somerville Kurt F | 460 | $362.3K | 0.06% | −70−13.2% | Reduced |
| Eagle Wealth Strategies LLC | 460 | $362.3K | 0.20% | −2−0.4% | Reduced |
| National Philanthropic Trust | 460 | $362.3K | 0.00% | +5+1.1% | Added |
| Values Added Financial LLC | 460 | $362.3K | 0.18% | +44+10.6% | Added |
| Spartan Planning & Wealth Management | 459 | $361.5K | 0.31% | +459 | New |
| KFA Private Wealth Group, LLC | 458 | $361.0K | 0.11% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 458 | $360.7K | 0.16% | −36−7.3% | Reduced |
| JB Capital LLC | 457 | $359.9K | 0.02% | +1+0.2% | Added |
| Wynn Capital, LLC | 455 | $358.4K | 0.19% | −5−1.1% | Reduced |
| LifeSteps Financial, Inc. | 454 | $357.6K | 0.25% | 00.0% | Unchanged |
| SP Asset Management LLC | 454 | $357.4K | 0.03% | +9+2.0% | Added |
| Certified Advisory Corp | 453 | $356.7K | 0.04% | +5+1.1% | Added |
| Fiduciary Family Office, LLC | 452 | $356.0K | 0.12% | −272−37.6% | Reduced |
| Howard Bailey Securities, LLC | 452 | $356.0K | 0.11% | −10−2.2% | Reduced |
| Mach-1 Financial Group, Inc. | 452 | $356.0K | 0.10% | +452 | New |
| Elser Financial Planning, Inc | 451 | $355.6K | 0.44% | +21+4.9% | Added |
| Sage Rhino Capital LLC | 451 | $355.4K | 0.08% | −5−1.1% | Reduced |
| Brooklyn FI, LLC | 451 | $355.2K | 0.09% | −189−29.5% | Reduced |
| Purkiss Capital Advisors LLC | 451 | $355.2K | 0.20% | +10+2.3% | Added |
| AlTi Global, Inc. | 456 | $355.0K | 0.01% | +456 | New |
| Matrix Asset Advisors Inc | 450 | $354.4K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 450 | $354.3K | 0.23% | +450 | New |
| Capital Analysts, LLC | 450 | $354.0K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 449 | $353.6K | 0.09% | −4−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 446 | $351.3K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 445 | $350.6K | 0.02% | −338−43.2% | Reduced |
| Altfest L J & Co Inc | 445 | $350.5K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 443 | $348.9K | 0.02% | +17+4.0% | Added |
| Syverson Strege & Co | 443 | $348.9K | 0.08% | +443 | New |
| Amplius Wealth Advisors, LLC | 442 | $348.1K | 0.03% | +18+4.2% | Added |
| Abel Hall, LLC | 442 | $348.1K | 0.16% | +57+14.8% | Added |
| Broadway Wealth Solutions, Inc. | 438 | $345.1K | 0.21% | −43−8.9% | Reduced |
| Gallacher Capital Management LLC | 435 | $343.0K | 0.16% | +3+0.7% | Added |
| Bordeaux Wealth Advisors LLC | 435 | $342.6K | 0.04% | +435 | New |
| Corundum Group, Inc. | 433 | $341.0K | 0.15% | −21−4.6% | Reduced |
| Financial Advisory Service, Inc. | 432 | $340.4K | 0.03% | +432 | New |
| Kempen Capital Management N.V. | 432 | $340.3K | 0.00% | +50+13.1% | Added |
| Arista Wealth Management, LLC | 432 | $340.3K | 0.05% | +432 | New |
| Baker Boyer National Bank | 430 | $338.7K | 0.12% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 429 | $337.9K | 0.04% | −97−18.4% | Reduced |