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 |
|---|---|---|---|---|---|
| Alpine Bank Wealth Management | 161 | $126.8K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 159 | $125.2K | 0.06% | +123+341.7% | Added |
| Aster Capital Management (DIFC) Ltd | 157 | $123.7K | 0.03% | −2,237−93.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 154 | $121.3K | 0.01% | +2+1.3% | Added |
| Coastline Trust Co | 153 | $120.5K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 151 | $118.7K | 0.08% | +38+33.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $118.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 146 | $115.0K | 0.01% | +146 | New |
| Addison Advisors LLC | 146 | $115.0K | 0.03% | +33+29.2% | Added |
| Creative Capital Management Investments LLC | 146 | $115.0K | 0.04% | +146 | New |
| Whipplewood Advisors, LLC | 143 | $112.6K | 0.06% | +78+120.0% | Added |
| Provenance Wealth Advisors, LLC | 143 | $112.6K | 0.02% | +97+210.9% | Added |
| Ofi Invest Asset Management | 167 | $112.1K | 0.00% | −5,688−97.1% | Reduced |
| Private Wealth Management Group, LLC | 141 | $111.1K | 0.04% | +3+2.2% | Added |
| NBC Securities, Inc. | 136 | $107.0K | 0.01% | −15−9.9% | Reduced |
| Independence Bank of Kentucky | 135 | $106.3K | 0.02% | −15−10.0% | Reduced |
| Curio Wealth, LLC | 134 | $105.5K | 0.05% | +133+13,300.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 131 | $103.2K | 0.10% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 130 | $102.5K | 0.00% | −9,066−98.6% | Reduced |
| Horizon Bancorp Inc | 128 | $101.0K | 0.05% | +98+326.7% | Added |
| Anfield Capital Management, LLC | 125 | $98.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 124 | $97.7K | 0.05% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 124 | $97.7K | 0.14% | +124 | New |
| Islay Capital Management, LLC | 117 | $92.2K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 111 | $87.4K | 0.01% | −4−3.5% | Reduced |
| Redwood Park Advisors LLC | 110 | $86.6K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 108 | $85.1K | 0.05% | −10−8.5% | Reduced |
| Legacy Investment Solutions, LLC | 108 | $85.1K | 0.05% | +108 | New |
| Financial Management Professionals, Inc. | 108 | $85.1K | 0.01% | −8−6.9% | Reduced |
| NVWM, LLC | 107 | $84.3K | 0.02% | +2+1.9% | Added |
| TD Capital Management LLC | 105 | $82.8K | 0.01% | +50+90.9% | Added |
| Hazlett, Burt & Watson, Inc. | 104 | $82.0K | 0.03% | −6−5.5% | Reduced |
| DecisionPoint Financial, LLC | 105 | $81.9K | 0.02% | +5+5.0% | Added |
| Binnacle Investments Inc | 101 | $79.6K | 0.05% | +7+7.4% | Added |
| Virtus ETF Advisers LLC | 100 | $78.8K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $78.4K | 0.01% | +2+2.0% | Added |
| Sarver Vrooman Wealth Advisors | 98 | $77.2K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 97 | $76.5K | 0.02% | +49+102.1% | Added |
| Medallion Wealth Advisors, LLC | 97 | $75.6K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 94 | $72.7K | 0.01% | +25+36.2% | Added |
| Retirement Wealth Solutions LLC | 91 | $71.8K | 0.05% | −2−2.2% | Reduced |
| Hilltop National Bank | 89 | $70.1K | 0.02% | +89 | New |
| Hughes Financial Services, LLC | 89 | $69.3K | 0.01% | +7+8.5% | Added |
| Key Financial Inc | 88 | $69.3K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 86 | $67.7K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $67.4K | 0.02% | +3+3.6% | Added |
| Ransom Advisory, Ltd | 84 | $66.2K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 83 | $65.4K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 83 | $64.5K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 82 | $64.4K | 0.03% | −11−11.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 81 | $63.8K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 75 | $59.3K | 0.02% | +4+5.6% | Added |
| Kimelman & Baird, LLC | 75 | $59.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 74 | $58.3K | 0.00% | +3+4.2% | Added |
| Rakuten Securities, Inc. | 74 | $58.3K | 0.02% | +58+362.5% | Added |
| Quest 10 Wealth Builders, Inc. | 74 | $58.0K | 0.06% | 00.0% | Unchanged |
| Kings Path Partners LLC | 72 | $56.7K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 72 | $56.7K | 0.00% | +22+44.0% | Added |
| Rational Advisors LLC | 72 | $56.7K | 0.01% | +72 | New |
| Rialto Wealth Management, LLC | 71 | $55.9K | 0.02% | +1+1.4% | Added |
| Vega Investment Solutions | 69 | $54.3K | 0.01% | −72−51.1% | Reduced |
| First United Bank Trust | 68 | $53.6K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 67 | $52.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $51.2K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 63 | $49.6K | 0.02% | −7−10.0% | Reduced |
| Quaker Wealth Management, LLC | 62 | $48.8K | 0.02% | +62 | New |
| Activest Wealth Management | 62 | $48.8K | 0.01% | −1−1.6% | Reduced |
| Cetera Trust Company, N.A | 62 | $48.8K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 61 | $48.0K | 0.00% | −30−33.0% | Reduced |
| Creative Financial Designs Inc | 61 | $48.0K | 0.00% | +1+1.7% | Added |
| Valley National Advisers Inc | 61 | $48.0K | 0.01% | +3+5.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 61 | $48.0K | 0.00% | +61 | New |
| Toth Financial Advisory Corp | 61 | $47.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $47.3K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 60 | $47.3K | 0.11% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 60 | $47.3K | 0.02% | +60 | New |
| Delos Wealth Advisors, LLC | 59 | $46.5K | 0.04% | +59 | New |
| Beacon Capital Management, LLC | 58 | $45.8K | 0.01% | −5−7.9% | Reduced |
| Cornerstone National Bank & Trust Co | 57 | $44.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $44.1K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 56 | $44.1K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 55 | $43.0K | 0.01% | +55 | New |
| Bangor Savings Bank | 54 | $42.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $42.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $42.5K | 0.00% | +9+20.0% | Added |
| Avion Wealth | 54 | $42.0K | 0.01% | +19+54.3% | Added |
| Albion Financial Group | 50 | $39.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $39.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $39.4K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $39.4K | 0.03% | +50 | New |
| Bellwether Advisors, LLC | 47 | $37.0K | 0.01% | +47 | New |
| RMG Wealth Management LLC | 49 | $36.9K | 0.01% | +49 | New |
| Ogorek Anthony Joseph | 46 | $36.0K | 0.01% | +8+21.1% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $35.4K | 0.00% | +1+2.3% | Added |
| Kilter Group LLC | 45 | $35.4K | 0.02% | +45 | New |
| Spurstone Advisory Services, LLC | 45 | $35.4K | 0.54% | +45 | New |
| Total Investment Management Inc | 42 | $33.1K | 0.00% | +42 | New |
| Fairscale Capital, LLC | 41 | $32.2K | 0.02% | +34+485.7% | Added |
| Copia Wealth Management | 40 | $31.5K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $31.5K | 0.08% | +40 | New |