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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 7,616 | $6.00M | 0.82% | +3,474+83.9% | Added |
| Papp L Roy & Associates | 7,611 | $5.99M | 0.71% | −151−1.9% | Reduced |
| Redmond Asset Management, LLC | 7,562 | $5.96M | 1.42% | −285−3.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,515 | $5.92M | 3.65% | −215−2.8% | Reduced |
| Stonegate Investment Group, LLC | 7,465 | $5.88M | 0.15% | +354+5.0% | Added |
| AE Wealth Management LLC | 7,460 | $5.88M | 0.04% | +2,331+45.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,428 | $5.85M | 0.40% | −515−6.5% | Reduced |
| Liberty One Investment Management, LLC | 7,309 | $5.76M | 0.58% | −440−5.7% | Reduced |
| Entropy Technologies, LP | 7,200 | $5.67M | 0.45% | +7,200 | New |
| Diversified Trust Co | 7,184 | $5.66M | 0.13% | −92−1.3% | Reduced |
| Burling Wealth Partners, LLC | 7,183 | $5.66M | 1.04% | +953+15.3% | Added |
| Evoke Wealth, LLC | 7,074 | $5.57M | 0.13% | +399+6.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,037 | $5.54M | 0.35% | −191−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 6,992 | $5.51M | 0.05% | +1,163+20.0% | Added |
| Stokes Capital Advisors, LLC | 6,928 | $5.46M | 1.34% | −97−1.4% | Reduced |
| Hohimer Wealth Management, LLC | 6,917 | $5.45M | 0.97% | −179−2.5% | Reduced |
| Diversify Wealth Management, LLC | 7,629 | $5.44M | 0.34% | +763+11.1% | Added |
| Legal Advantage Investments, Inc. | 6,901 | $5.44M | 2.54% | −415−5.7% | Reduced |
| EP Wealth Advisors, LLC | 6,872 | $5.41M | 0.04% | −1,239−15.3% | Reduced |
| Jennison Associates LLC | 6,871 | $5.41M | 0.00% | +427+6.6% | Added |
| Watchman Group, Inc. | 6,847 | $5.39M | 1.41% | +11+0.2% | Added |
| 111 Capital | 6,832 | $5.38M | 0.93% | +3,452+102.1% | Added |
| Investment Management Corp of Ontario | 6,814 | $5.37M | 0.08% | −1,100−13.9% | Reduced |
| Dnca Finance | 6,800 | $5.36M | 0.41% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,754 | $5.32M | 2.78% | +112+1.7% | Added |
| Meeder Advisory Services, Inc. | 6,675 | $5.26M | 0.27% | +486+7.9% | Added |
| Dorsey Wright & Associates | 6,650 | $5.24M | 1.25% | +6,650 | New |
| Close Asset Management Ltd | 6,623 | $5.22M | 0.15% | +3,335+101.4% | Added |
| Quadrant Capital Group LLC | 6,608 | $5.20M | 0.19% | +152+2.4% | Added |
| Boit C F David | 6,550 | $5.16M | 2.48% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,540 | $5.15M | 0.33% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,522 | $5.14M | 0.63% | +8+0.1% | Added |
| Kestra Private Wealth Services, LLC | 6,458 | $5.09M | 0.07% | −10.0% | Reduced |
| Parsons Capital Management Inc | 6,457 | $5.09M | 0.31% | −234−3.5% | Reduced |
| Cypress Capital Group | 6,423 | $5.06M | 0.63% | −117−1.8% | Reduced |
| Vise Technologies, Inc. | 6,391 | $5.03M | 0.21% | +6,391 | New |
| Reuter James Wealth Management, LLC | 6,355 | $5.01M | 0.79% | −7−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,304 | $4.97M | 0.07% | +1,924+43.9% | Added |
| Weil Company, Inc. | 6,292 | $4.96M | 1.31% | −221−3.4% | Reduced |
| Allen Capital Group, LLC | 6,277 | $4.94M | 0.52% | +431+7.4% | Added |
| CBOE Vest Financial, LLC | 6,208 | $4.89M | 0.07% | +1,200+24.0% | Added |
| MUFG Securities Americas Inc. | 6,196 | $4.88M | 0.42% | +1,241+25.0% | Added |
| Cyndeo Wealth Partners, LLC | 6,166 | $4.86M | 0.29% | +96+1.6% | Added |
| Mission Creek Capital Partners, Inc. | 6,161 | $4.85M | 1.08% | −148−2.3% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $4.84M | 0.59% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 6,138 | $4.83M | 0.08% | +2,900+89.6% | Added |
| TD Private Client Wealth LLC | 6,097 | $4.80M | 0.12% | −19−0.3% | Reduced |
| Signaturefd, LLC | 6,056 | $4.77M | 0.08% | +343+6.0% | Added |
| BOK Financial Private Wealth, Inc. | 6,031 | $4.75M | 0.32% | −583−8.8% | Reduced |
| Flputnam Investment Management Co | 6,011 | $4.73M | 0.08% | −6−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 6,002 | $4.73M | 0.37% | −4,719−44.0% | Reduced |
| Scharf Investments, LLC | 5,989 | $4.72M | 0.14% | +482+8.8% | Added |
| Hilltop Holdings Inc. | 5,982 | $4.71M | 0.30% | −82−1.4% | Reduced |
| Alps Advisors Inc | 5,961 | $4.70M | 0.03% | −393−6.2% | Reduced |
| Harbor Capital Advisors, Inc. | 5,937 | $4.68M | 0.20% | −45−0.8% | Reduced |
| Ocean Capital Management, LLC | 5,828 | $4.59M | 1.01% | −124−2.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,800 | $4.57M | 2.38% | +2,200+61.1% | Added |
| GAMMA Investing LLC | 5,779 | $4.55M | 0.29% | +1,177+25.6% | Added |
| S&CO Inc | 5,750 | $4.53M | 0.29% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,738 | $4.52M | 0.09% | +2,659+86.4% | Added |
| Aubrey Capital Management Ltd | 8,300 | $4.51M | 1.64% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 5,700 | $4.49M | 0.23% | −25,500−81.7% | Reduced |
| Martin Capital Advisors, LLP | 5,692 | $4.48M | 2.92% | +85+1.5% | Added |
| Allworth Financial LP | 5,668 | $4.46M | 0.02% | +2,654+88.1% | Added |
| Roberts Wealth Advisors, LLC | 5,655 | $4.45M | 1.28% | −85−1.5% | Reduced |
| Vestcor Inc | 5,650 | $4.45M | 0.13% | +240+4.4% | Added |
| Machina Capital S.A.S. | 5,630 | $4.43M | 0.92% | +5,630 | New |
| Agf Management Ltd | 5,609 | $4.42M | 0.02% | −95,837−94.5% | Reduced |
| Brasada Capital Management, LP | 5,656 | $4.42M | 0.75% | +92+1.7% | Added |
| Mather Group, LLC. | 5,604 | $4.41M | 0.05% | −157−2.7% | Reduced |
| Concurrent Investment Advisors, LLC | 5,585 | $4.40M | 0.09% | +348+6.6% | Added |
| Ashton Thomas Private Wealth, LLC | 5,564 | $4.38M | 0.15% | +458+9.0% | Added |
| Perigon Wealth Management, LLC | 5,558 | $4.38M | 0.10% | +316+6.0% | Added |
| NewEdge Wealth, LLC | 5,744 | $4.37M | 0.07% | +351+6.5% | Added |
| Caxton Associates LLP | 5,523 | $4.35M | 0.11% | +2,374+75.4% | Added |
| Two Point Capital Management, Inc. | 5,503 | $4.33M | 1.84% | +5,503 | New |
| LGT Fund Management Co Ltd. | 5,499 | $4.33M | 0.38% | −1,000−15.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,484 | $4.32M | 0.36% | 00.0% | Unchanged |
| L & S Advisors Inc | 5,444 | $4.29M | 0.42% | −993−15.4% | Reduced |
| Equitable Trust Co | 5,434 | $4.28M | 0.21% | −58−1.1% | Reduced |
| Pacific Point Advisors, LLC | 5,430 | $4.28M | 2.32% | −74−1.3% | Reduced |
| Unique Wealth, LLC | 5,429 | $4.28M | 0.69% | +270+5.2% | Added |
| Karani Asset Management LLC | 5,425 | $4.27M | 4.14% | −192−3.4% | Reduced |
| City Holding Co | 5,412 | $4.26M | 0.56% | −35−0.6% | Reduced |
| Scotia Capital Inc. | 5,410 | $4.26M | 0.02% | +460+9.3% | Added |
| ABN AMRO Bank N.V. | 5,350 | $4.24M | 0.06% | +11+0.2% | Added |
| Brown Brothers Harriman & Co | 5,355 | $4.22M | 0.03% | +741+16.1% | Added |
| First Bank & Trust | 5,350 | $4.21M | 0.75% | −135−2.5% | Reduced |
| Advent International Corp | 5,318 | $4.19M | 0.14% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 5,274 | $4.15M | 1.09% | +5,274 | New |
| Guardian Capital LP | 5,267 | $4.15M | 0.15% | +447+9.3% | Added |
| Milestone Asset Management, LLC | 5,255 | $4.14M | 0.87% | +5,255 | New |
| Gluskin Sheff & Assoc Inc | 5,251 | $4.14M | 0.50% | +226+4.5% | Added |
| Ballentine Partners, LLC | 5,210 | $4.10M | 0.06% | +774+17.4% | Added |
| Logan Capital Management Inc | 5,189 | $4.09M | 0.19% | −790−13.2% | Reduced |
| Oak Harvest Investment Services | 5,179 | $4.08M | 0.51% | +10.0% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $4.07M | 1.52% | 00.0% | Unchanged |
| PFG Advisors | 5,156 | $4.06M | 0.19% | +936+22.2% | Added |
| Evergreen Capital Management LLC | 5,148 | $4.05M | 0.12% | +114+2.3% | Added |
| Beacon Pointe Advisors, LLC | 5,140 | $4.05M | 0.04% | +501+10.8% | Added |