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Livermore
ZHEN

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.

Institutional holdersQ2 2025: 2,212 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,917 institutionsQ1 2024: 1,943 institutionsQ2 2024: 1,966 institutionsQ3 2024: 1,969 institutionsQ4 2024: 2,066 institutionsQ1 2025: 2,030 institutionsQ2 2025: 2,212 institutionsQ3 2025: 2,198 institutionsQ4 2025: 2,269 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ2 2025: $188.1B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,269$161.3B
Q3 20252,198$160.5B
Q2 20252,212$188.1B
Q1 20252,030$144.5B
Q4 20242,066$147.4B
Q3 20241,969$144.2B
Q2 20241,966$154.2B
Q1 20241,943$152.0B
Q4 20231,917$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2025.

Institutions holding INTU in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MCF Advisors LLC39$30.7K0.00%00.0%Unchanged
Ridgewood Investments LLC39$30.7K0.01%+10+34.5%Added
True Wealth Design, LLC37$28.8K0.01%+27+270.0%Added
Sagard Holdings Management Inc.36$28.4K0.08%+36New
Dogwood Wealth Management LLC36$28.1K0.01%+19+111.8%Added
Tompkins Financial Corp35$27.6K0.00%00.0%Unchanged
Westside Investment Management, Inc.34$26.5K0.00%+21+161.5%Added
Centricity Wealth Management, LLC33$26.0K0.02%00.0%Unchanged
High Note Wealth, LLC32$25.2K0.01%−1−3.0%Reduced
Old Point Trust & Financial Services N A32$25.2K0.01%00.0%Unchanged
Front Row Advisors LLC32$25.2K0.01%00.0%Unchanged
Tortoise Investment Management, LLC32$25.2K0.00%+27+540.0%Added
Northwest Capital Management Inc31$24.4K0.01%−5−13.9%Reduced
Hollencrest Capital Management31$24.4K0.00%00.0%Unchanged
Valued Wealth Advisors LLC30$23.6K0.01%+3+11.1%Added
Kentucky Trust Co30$23.6K0.01%00.0%Unchanged
Raffa Wealth Management, LLC30$23.6K0.00%+4+15.4%Added
Richardson Financial Services Inc.30$23.4K0.02%+15+100.0%Added
Aspect Partners, LLC29$22.8K0.01%00.0%Unchanged
Robinswood Financial LLC28$22.1K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.28$21.6K0.00%−13−31.7%Reduced
Transce3nd, LLC27$21.3K0.01%+6+28.6%Added
Hanson & Doremus Investment Management27$21.0K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC26$20.6K0.00%−9−25.7%Reduced
N.E.W. Advisory Services LLC25$19.7K0.00%00.0%Unchanged
Investment Management Corp25$19.5K0.02%00.0%Unchanged
First Pacific Financial23$18.2K0.00%00.0%Unchanged
WealthTrak Capital Management LLC23$18.1K0.02%+5+27.8%Added
Park Square Financial Group, LLC23$18.1K0.01%00.0%Unchanged
GFG Capital, LLC23$18.1K0.01%+23New
Aviso Financial Inc.21$16.5K0.00%00.0%Unchanged
Decker Retirement Planning Inc.21$16.5K0.01%+21New
Optimum Investment Advisors20$15.8K0.01%−24−54.5%Reduced
MTM Investment Management, LLC20$15.8K0.01%+20New
Nemes Rush Group LLC19$15.1K0.00%−8−29.6%Reduced
Frazier Financial Advisors, LLC19$15.0K0.01%00.0%Unchanged
Adirondack Trust Co19$15.0K0.01%00.0%Unchanged
Evolution Wealth Management Inc.19$14.8K0.02%+19New
Atlas Capital Advisors LLC18$14.2K0.00%00.0%Unchanged
Missouri Trust & Investment Co18$14.2K0.00%+2+12.5%Added
Maseco LLP17$13.4K0.00%+17New
IAG Wealth Partners, LLC17$13.4K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd16$13.0K0.00%00.0%Unchanged
Vision Financial Markets LLC17$12.8K0.01%+1+6.3%Added
WealthCollab, LLC16$12.6K0.01%+5+45.5%Added
Riggs Asset Managment Co. Inc.15$11.8K0.00%+8+114.3%Added
Bare Financial Services, Inc15$11.8K0.00%+12+400.0%Added
Maryland Capital Advisors Inc.14$11.0K0.00%+14New
Wood Tarver Financial Group, LLC15$11.0K0.00%00.0%Unchanged
PFS Partners, LLC13$10.4K0.01%00.0%Unchanged
TFC Financial Management13$10.2K0.00%+1+8.3%Added
Principia Wealth Advisory, LLC13$10.2K0.01%+4+44.4%Added
Cedar Wealth Management, LLC12$9.45K0.00%00.0%Unchanged
Byrne Asset Management LLC12$9.45K0.01%00.0%Unchanged
Altshuler Shaham Ltd12$9.45K0.00%+4+50.0%Added
Beaird Harris Wealth Management, LLC12$9.45K0.00%+6+100.0%Added
South Plains Financial, Inc.12$9.45K0.01%00.0%Unchanged
ORG Wealth Partners, LLC12$9.41K0.00%−1−7.7%Reduced
Kozak & Associates, Inc.12$9.32K0.00%00.0%Unchanged
BFSG, LLC11$8.66K0.00%00.0%Unchanged
Sittner & Nelson, LLC11$8.66K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC11$8.66K0.01%+11New
JNBA Financial Advisors10$7.88K0.00%00.0%Unchanged
Stephens Consulting, LLC10$7.88K0.00%+10New
Barrett & Company, Inc.10$7.88K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$7.88K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC10$7.88K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC10$7.88K0.00%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd10$7.88K0.00%00.0%Unchanged
WestEnd Advisors, LLC9$7.09K0.00%00.0%Unchanged
Garde Capital, Inc.9$7.09K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC9$7.09K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC9$7.09K0.01%00.0%Unchanged
Stephenson National Bank & Trust9$7.09K0.00%+9New
SWAN Capital LLC9$7.09K0.00%+9New
Mascoma Wealth Management LLC8$6.30K0.00%−4−33.3%Reduced
Cooksen Wealth, LLC8$6.30K0.01%00.0%Unchanged
McIlrath & Eck, LLC8$6.30K0.00%00.0%Unchanged
Core Alternative Capital8$6.30K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$6.30K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC8$6.30K0.00%00.0%Unchanged
PrairieView Partners, LLC8$6.00K0.00%00.0%Unchanged
Briaud Financial Planning, Inc8$6.00K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC7$5.51K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$5.51K0.00%+5+250.0%Added
Bay Harbor Wealth Management, LLC7$5.51K0.00%+5+250.0%Added
Jackson, Grant Investment Advisers, Inc.6$4.73K0.00%00.0%Unchanged
FWL Investment Management, LLC6$4.73K0.00%00.0%Unchanged
Pineridge Advisors LLC6$4.73K0.00%00.0%Unchanged
American Capital Advisory, LLC5$3.94K0.00%+2+66.7%Added
First Command Advisory Services, Inc.5$3.94K0.00%00.0%Unchanged
Asset Planning,Inc5$3.94K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.5$3.94K0.00%00.0%Unchanged
PayPay Securities Corp4$3.15K0.15%−2−33.3%Reduced
Armstrong Advisory Group, Inc4$3.15K0.00%00.0%Unchanged
O'Brien Wealth Partners LLC4$3.15K0.00%+4New
Marshall & Sterling Wealth Advisors Inc.4$3.15K0.00%00.0%Unchanged
Winthrop Capital Management, LLC4$3.00K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$2.58K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.4$2.46K0.00%−550−99.3%Reduced