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
- 2,213
- +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
- 712 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 |
|---|---|---|---|---|---|
| HM Payson & Co | 10,791 | $8.50M | 0.13% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 10,743 | $8.46M | 0.92% | +492+4.8% | Added |
| Cornerstone Advisors, LLC | 10,700 | $8.43M | 0.29% | −1,800−14.4% | Reduced |
| Kestra Advisory Services, LLC | 10,563 | $8.32M | 0.04% | +192+1.9% | Added |
| Stonebridge Capital Management Inc | 10,560 | $8.32M | 3.25% | −200−1.9% | Reduced |
| Central Bank & Trust Co | 10,444 | $8.23M | 1.34% | −766−6.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 10,415 | $8.20M | 0.42% | +63+0.6% | Added |
| D.A. Davidson & Co. | 10,366 | $8.16M | 0.06% | +109+1.1% | Added |
| Bessemer Group Inc | 10,323 | $8.13M | 0.01% | +289+2.9% | Added |
| Knollwood Investment Advisory, LLC | 10,200 | $8.03M | 0.77% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,158 | $8.00M | 0.23% | +587+6.1% | Added |
| Chicago Partners Investment Group LLC | 10,275 | $7.97M | 0.23% | +487+5.0% | Added |
| Vanderbilt University | 10,064 | $7.93M | 1.50% | +10,064 | New |
| Thematics Asset Management | 10,062 | $7.93M | 0.36% | −350−3.4% | Reduced |
| Dividend Assets Capital, LLC | 10,060 | $7.92M | 1.44% | −535−5.0% | Reduced |
| Change Path, LLC | 10,012 | $7.89M | 0.21% | +320+3.3% | Added |
| Americana Partners, LLC | 9,997 | $7.87M | 0.27% | +4,099+69.5% | Added |
| Aureus Asset Management, LLC | 9,910 | $7.81M | 0.50% | +260+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,845 | $7.75M | 0.31% | +427+4.5% | Added |
| Wetherby Asset Management Inc | 9,844 | $7.75M | 0.35% | +9,844 | New |
| Bouvel Investment Partners, LLC | 9,768 | $7.69M | 2.60% | +85+0.9% | Added |
| Geneva Partners, LLC | 9,758 | $7.69M | 3.05% | +9,758 | New |
| Clark Capital Management Group, Inc. | 9,749 | $7.68M | 0.05% | +1,263+14.9% | Added |
| APG Asset Management US Inc. | 9,828 | $7.66M | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,699 | $7.64M | 0.40% | +66+0.7% | Added |
| Knights of Columbus Asset Advisors LLC | 9,696 | $7.64M | 0.46% | +1,472+17.9% | Added |
| First Nebraska Trust Co | 9,693 | $7.63M | 0.73% | −35−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 9,751 | $7.60M | 0.05% | −1,661−14.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,600 | $7.56M | 3.97% | −758−7.3% | Reduced |
| Donaldson Capital Management, LLC | 9,561 | $7.53M | 0.28% | −1,144−10.7% | Reduced |
| Canal Capital Management, LLC | 9,546 | $7.52M | 1.19% | +514+5.7% | Added |
| CX Institutional | 9,510 | $7.49M | 0.26% | +45+0.5% | Added |
| Granite Investment Partners, LLC | 9,507 | $7.49M | 0.37% | +1,552+19.5% | Added |
| Stephens Inc | 9,420 | $7.42M | 0.10% | +162+1.7% | Added |
| Pitcairn Co | 9,407 | $7.41M | 0.49% | −2,007−17.6% | Reduced |
| Twin Capital Management Inc | 9,403 | $7.41M | 0.79% | −1,049−10.0% | Reduced |
| Spire Wealth Management | 9,601 | $7.40M | 0.27% | +4,495+88.0% | Added |
| Trust Co of Virginia | 9,339 | $7.36M | 0.64% | −247−2.6% | Reduced |
| BCJ Capital Management, LLC | 9,268 | $7.30M | 0.49% | +7,478+417.8% | Added |
| Dynamic Advisor Solutions LLC | 9,251 | $7.29M | 0.23% | −343−3.6% | Reduced |
| Plato Investment Management Ltd | 9,174 | $7.20M | 0.54% | +544+6.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 9,140 | $7.20M | 0.20% | −1,925−17.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,128 | $7.19M | 0.93% | 00.0% | Unchanged |
| Altrafin AG | 9,125 | $7.19M | 2.43% | −87−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 9,061 | $7.14M | 0.10% | +181+2.0% | Added |
| Tower Research Capital LLC (TRC) | 9,037 | $7.12M | 0.19% | +2,540+39.1% | Added |
| Whittier Trust Co | 9,034 | $7.12M | 0.09% | −499−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,014 | $7.10M | 0.27% | +516+6.1% | Added |
| Prime Capital Investment Advisors, LLC | 9,007 | $7.09M | 0.09% | −1,162−11.4% | Reduced |
| Woodline Partners LP | 8,942 | $7.04M | 0.04% | +8,942 | New |
| Penobscot Investment Management Company, Inc. | 8,931 | $7.03M | 0.60% | +50+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,919 | $7.02M | 0.11% | +16+0.2% | Added |
| First Foundation Advisors | 8,910 | $7.02M | 0.26% | +223+2.6% | Added |
| Merit Financial Group, LLC | 8,719 | $6.87M | 0.08% | +3,157+56.8% | Added |
| Silvercrest Asset Management Group LLC | 8,666 | $6.83M | 0.05% | −21−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,644 | $6.81M | 0.19% | +8,247+2,077.3% | Added |
| Miracle Mile Advisors, LLC | 8,624 | $6.79M | 0.11% | +3,903+82.7% | Added |
| Mission Wealth Management, LP | 8,573 | $6.75M | 0.15% | −90−1.0% | Reduced |
| Uhlmann Price Securities, LLC | 8,535 | $6.72M | 4.80% | −1,137−11.8% | Reduced |
| Greenleaf Trust | 8,524 | $6.71M | 0.06% | −114−1.3% | Reduced |
| S-Bank Fund Management Ltd | 8,505 | $6.70M | 0.99% | −1,090−11.4% | Reduced |
| Silphium Asset Management Ltd | 8,438 | $6.65M | 2.37% | +429+5.4% | Added |
| Letson Investment Management, Inc. | 8,428 | $6.64M | 2.62% | +10.0% | Added |
| Harbour Capital Advisors, LLC | 8,572 | $6.63M | 1.40% | −16−0.2% | Reduced |
| V-Square Quantitative Management LLC | 8,410 | $6.62M | 0.89% | +31+0.4% | Added |
| Arcadia Investment Management Corp | 8,397 | $6.61M | 1.06% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,342 | $6.57M | 0.02% | +386+4.9% | Added |
| Dark Forest Capital Management LP | 8,342 | $6.57M | 0.26% | +8,342 | New |
| Summit Trail Advisors, LLC | 8,342 | $6.57M | 0.11% | +8,342 | New |
| Stanley-Laman Group, Ltd. | 8,313 | $6.55M | 0.97% | −356−4.1% | Reduced |
| Moore Capital Management, LP | 8,302 | $6.54M | 0.13% | +3,999+92.9% | Added |
| Sumitomo Life Insurance Co | 8,301 | $6.54M | 0.44% | −329−3.8% | Reduced |
| Coldstream Capital Management Inc | 8,269 | $6.51M | 0.11% | +753+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,198 | $6.46M | 0.05% | −7,645−48.3% | Reduced |
| Rench Wealth Management, Inc. | 8,197 | $6.46M | 2.04% | +516+6.7% | Added |
| Wambolt & Associates, LLC | 8,255 | $6.44M | 2.16% | −527−6.0% | Reduced |
| Beacon Investment Advisors LLC | 8,264 | $6.42M | 2.77% | +13+0.2% | Added |
| M. Kulyk & Associates, LLC | 8,096 | $6.38M | 1.39% | −1,058−11.6% | Reduced |
| First Western Trust Bank | 8,089 | $6.37M | 0.29% | −60−0.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.58% | 00.0% | Unchanged |
| AIA Group Ltd | 8,049 | $6.34M | 0.14% | −261−3.1% | Reduced |
| Axxcess Wealth Management, LLC | 8,025 | $6.32M | 0.15% | +563+7.5% | Added |
| J.W. Cole Advisors, Inc. | 7,978 | $6.28M | 0.13% | +3,195+66.8% | Added |
| Gotham Asset Management, LLC | 7,949 | $6.26M | 0.04% | +6,635+504.9% | Added |
| Snowden Capital Advisors LLC | 7,947 | $6.26M | 0.18% | +85+1.1% | Added |
| Graham Capital Management, L.P. | 7,904 | $6.23M | 0.19% | +2,212+38.9% | Added |
| Fiduciary Trust Co | 7,860 | $6.19M | 0.08% | +290+3.8% | Added |
| FourThought Financial Partners, LLC | 7,837 | $6.17M | 0.61% | −228−2.8% | Reduced |
| Evergreen Private Wealth LLC | 7,815 | $6.16M | 2.58% | +360+4.8% | Added |
| Capstone Investment Advisors, LLC | 7,789 | $6.13M | 0.05% | +7,789 | New |
| Scholtz & Company, LLC | 7,768 | $6.12M | 2.69% | +628+8.8% | Added |
| Sand Hill Global Advisors, LLC | 7,731 | $6.09M | 0.23% | +113+1.5% | Added |
| Linden Thomas Advisory Services, LLC | 7,719 | $6.08M | 0.67% | +83+1.1% | Added |
| CapitalatWork S.A. | 7,700 | $6.07M | 0.18% | +7,700 | New |
| Intech Investment Management LLC | 7,697 | $6.06M | 0.06% | +235+3.1% | Added |
| Howard Capital Management Inc. | 7,684 | $6.05M | 0.09% | +1,070+16.2% | Added |
| Strategic Planning Group, LLC | 7,674 | $6.04M | 0.98% | +314+4.3% | Added |
| Conning Inc. | 7,673 | $6.04M | 0.21% | −1,147−13.0% | Reduced |
| Farther Finance Advisors, LLC | 7,638 | $6.02M | 0.12% | +2,065+37.1% | Added |
| Campbell Capital Management Inc | 7,632 | $6.01M | 2.34% | −199−2.5% | Reduced |