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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 429 | $337.9K | 0.12% | +27+6.7% | Added |
| Cottonwood Capital Advisors, LLC | 427 | $336.3K | 0.23% | −5−1.2% | Reduced |
| Cidel Asset Management Inc | 426 | $335.5K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 426 | $335.5K | 0.07% | +1+0.2% | Added |
| GenTrust, LLC | 425 | $334.5K | 0.02% | −283−40.0% | Reduced |
| Planning Alternatives Ltd | 424 | $334.3K | 0.05% | −22−4.9% | Reduced |
| Quest Partners LLC | 424 | $334.0K | 0.03% | +417+5,957.1% | Added |
| Lebenthal Global Advisors, LLC | 423 | $333.2K | 0.06% | +423 | New |
| 180 Wealth Advisors, LLC | 423 | $333.2K | 0.05% | −14−3.2% | Reduced |
| OneAscent Investment Solutions LLC | 423 | $333.0K | 0.36% | +423 | New |
| Capital Advisors Inc | 422 | $332.6K | 0.01% | 00.0% | Unchanged |
| Retireful, LLC | 422 | $332.4K | 0.23% | +422 | New |
| Eagle Strategies LLC | 422 | $332.2K | 0.05% | −37−8.1% | Reduced |
| J. W. Coons Advisors, LLC | 419 | $330.0K | 0.07% | −5−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 418 | $329.2K | 0.02% | +37+9.7% | Added |
| Brown Miller Wealth Management, LLC | 418 | $329.2K | 0.10% | +418 | New |
| Brown, Lisle/Cummings, Inc. | 418 | $329.2K | 0.09% | +1+0.2% | Added |
| Moody National Bank Trust Division | 414 | $326.1K | 0.03% | +22+5.6% | Added |
| Etesian Wealth Advisors, Inc. | 413 | $325.3K | 0.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 412 | $324.5K | 0.02% | +25+6.5% | Added |
| Balentine LLC | 410 | $322.9K | 0.01% | +410 | New |
| Sax Wealth Advisors, LLC | 409 | $322.2K | 0.02% | +409 | New |
| Physicians Financial Services, Inc. | 406 | $320.0K | 0.10% | +75+22.7% | Added |
| Jeppson Wealth Management, LLC | 406 | $319.8K | 0.11% | −7−1.7% | Reduced |
| SCS Capital Management LLC | 405 | $319.3K | 0.00% | +29+7.7% | Added |
| Pine Harbor Wealth Management, LLC | 404 | $318.5K | 0.11% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 403 | $317.4K | 0.29% | +403 | New |
| Archetype Wealth Partners | 401 | $316.0K | 0.04% | −30−7.0% | Reduced |
| Hall Laurie J Trustee | 400 | $315.1K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 400 | $315.1K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $315.1K | 0.20% | 00.0% | Unchanged |
| Petix & Botte Co | 400 | $315.1K | 0.08% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 400 | $315.1K | 0.11% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 398 | $314.1K | 0.12% | −45−10.2% | Reduced |
| West Branch Capital LLC | 398 | $313.5K | 0.09% | +248+165.3% | Added |
| Patrick M Sweeney & Associates, Inc | 401 | $313.0K | 0.22% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 397 | $312.7K | 0.09% | +397 | New |
| BetterWealth, LLC | 397 | $312.7K | 0.08% | +397 | New |
| CFO4Life Group, LLC | 395 | $311.1K | 0.05% | +22+5.9% | Added |
| ORG Partners LLC | 398 | $310.4K | 0.07% | +163+69.4% | Added |
| LifePlan Investment Advisors, Inc. | 394 | $310.3K | 0.15% | −2−0.5% | Reduced |
| TFR Capital, LLC. | 394 | $310.3K | 0.11% | +394 | New |
| Global Endowment Management, LP | 393 | $309.5K | 0.04% | +16+4.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 392 | $308.8K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 390 | $307.2K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 390 | $307.2K | 0.06% | +390 | New |
| Concentrum Wealth Management | 389 | $306.4K | 0.10% | −26−6.3% | Reduced |
| Red Wave Investments LLC | 389 | $306.4K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 389 | $306.0K | 0.03% | −62−13.7% | Reduced |
| Capital Performance Advisors LLP | 388 | $306.0K | 0.06% | −35−8.3% | Reduced |
| Aries Wealth Management | 388 | $305.6K | 0.08% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 388 | $305.6K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 387 | $305.2K | 0.01% | −3−0.8% | Reduced |
| Goldstein Advisors, LLC | 386 | $303.6K | 0.04% | +4+1.0% | Added |
| Figure 8 Investment Strategies LLC | 385 | $303.2K | 0.30% | −75−16.3% | Reduced |
| Putney Financial Group LLC | 385 | $303.2K | 0.31% | −32−7.7% | Reduced |
| Stonebrook Private Inc. | 382 | $300.9K | 0.07% | −32−7.7% | Reduced |
| Linscomb & Williams, Inc. | 380 | $299.3K | 0.01% | −20−5.0% | Reduced |
| Seldon Capital LP | 378 | $297.7K | 0.13% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 376 | $296.1K | 0.09% | +14+3.9% | Added |
| LMCG Investments, LLC | 375 | $295.4K | 0.02% | −3−0.8% | Reduced |
| Advanced Asset Management Advisors Inc | 375 | $295.4K | 0.08% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 375 | $295.4K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 373 | $293.9K | 0.10% | +88+30.9% | Added |
| Berkshire Asset Management LLC | 373 | $293.8K | 0.01% | −25−6.3% | Reduced |
| Grandfield & Dodd, LLC | 373 | $293.8K | 0.02% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 372 | $293.6K | 0.09% | −993−72.7% | Reduced |
| Scott Marsh Financial, LLC | 372 | $293.0K | 0.11% | +372 | New |
| West Bancorporation Inc | 371 | $292.2K | 0.18% | −4−1.1% | Reduced |
| BIP Wealth, LLC | 371 | $292.2K | 0.02% | −4−1.1% | Reduced |
| Covenant Asset Management, LLC | 371 | $292.2K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 371 | $291.9K | 0.13% | +1+0.3% | Added |
| Bingham Private Wealth, LLC | 370 | $291.4K | 0.28% | −19−4.9% | Reduced |
| Drucker Wealth 3.0, LLC | 378 | $291.3K | 0.06% | +378 | New |
| Gibbs Wealth Management | 369 | $290.6K | 0.06% | +369 | New |
| Citrine Capital LLC | 369 | $290.6K | 0.15% | +369 | New |
| Gemmer Asset Management LLC | 368 | $289.8K | 0.03% | −25−6.4% | Reduced |
| Aspiriant, LLC | 367 | $289.3K | 0.01% | −36−8.9% | Reduced |
| Castle Rock Wealth Management, LLC | 377 | $288.9K | 0.07% | +2+0.5% | Added |
| VisionPoint Advisory Group, LLC | 366 | $288.3K | 0.06% | +366 | New |
| Green Harvest Asset Management LLC | 365 | $287.5K | 0.01% | −12−3.2% | Reduced |
| OneAscent Wealth Management LLC | 364 | $287.0K | 0.11% | +364 | New |
| Heritage Investment Group, Inc. | 364 | $286.4K | 0.05% | +1+0.3% | Added |
| Harbour Investments, Inc. | 363 | $285.6K | 0.01% | +26+7.7% | Added |
| Riversedge Advisors, LLC | 362 | $285.3K | 0.06% | +362 | New |
| Crown Wealth Group, LLC | 361 | $284.3K | 0.11% | −1−0.3% | Reduced |
| Crawford Investment Counsel Inc | 360 | $283.5K | 0.00% | +360 | New |
| Alpha Cubed Investments, LLC | 360 | $283.5K | 0.01% | +360 | New |
| Associated Banc-Corp | 359 | $282.8K | 0.01% | −49−12.0% | Reduced |
| XML Financial, LLC | 358 | $282.0K | 0.02% | −2−0.6% | Reduced |
| Atlas Brown,Inc. | 355 | $279.6K | 0.09% | −8−2.2% | Reduced |
| Lantz Financial LLC | 355 | $279.6K | 0.07% | +355 | New |
| Alliance Wealth Advisors, LLC | 355 | $279.6K | 0.07% | +355 | New |
| Golden State Wealth Management, LLC | 354 | $278.9K | 0.03% | +18+5.4% | Added |
| Swan Global Investments, LLC | 354 | $278.8K | 0.01% | +354 | New |
| Colonial Trust Co | 353 | $278.3K | 0.04% | −63−15.1% | Reduced |
| PUREfi Wealth, LLC | 353 | $278.2K | 0.22% | +24+7.3% | Added |
| Optimize Financial Inc | 353 | $278.0K | 0.17% | −2−0.6% | Reduced |
| Bank of Stockton | 353 | $278.0K | 0.08% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 353 | $278.0K | 0.05% | +353 | New |