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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 5,135 | $4.04M | 1.96% | −23−0.4% | Reduced |
| Roundview Capital LLC | 5,125 | $4.04M | 0.27% | −777−13.2% | Reduced |
| Congress Wealth Management LLC | 5,099 | $4.01M | 0.04% | +1,011+24.7% | Added |
| Point72 (DIFC) Ltd | 5,071 | $3.99M | 0.32% | +3,191+169.7% | Added |
| Hillsdale Investment Management Inc. | 5,052 | $3.98M | 0.15% | +4,850+2,401.0% | Added |
| Keel Point, LLC | 5,035 | $3.97M | 0.26% | +2,767+122.0% | Added |
| Central Trust Co | 5,031 | $3.96M | 0.09% | −160−3.1% | Reduced |
| Ritholtz Wealth Management | 5,017 | $3.95M | 0.09% | +516+11.5% | Added |
| Viking Fund Management LLC | 5,000 | $3.94M | 0.54% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 4,999 | $3.94M | 1.72% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 4,994 | $3.93M | 0.94% | +74+1.5% | Added |
| Baader Bank INC | 4,966 | $3.91M | 0.34% | +1,737+53.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 4,939 | $3.89M | 0.41% | +4,939 | New |
| Frank, Rimerman Advisors LLC | 4,897 | $3.86M | 0.26% | +901+22.5% | Added |
| Bridgefront Capital, LLC | 4,896 | $3.86M | 1.02% | +459+10.3% | Added |
| Whitford Management LLC | 4,878 | $3.84M | 4.08% | +4,878 | New |
| Compass Wealth Management LLC | 4,870 | $3.84M | 0.91% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,864 | $3.83M | 0.05% | +450+10.2% | Added |
| Kirtland Hills Capital Management, LLC | 4,800 | $3.78M | 1.75% | −10.0% | Reduced |
| Intact Investment Management Inc. | 4,800 | $3.78M | 0.13% | −800−14.3% | Reduced |
| Harrington Investments, INC | 4,794 | $3.78M | 2.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 4,905 | $3.77M | 0.34% | +85+1.8% | Added |
| Illumine Investment Management, LLC | 4,776 | $3.76M | 2.99% | +44+0.9% | Added |
| Principal Securities, Inc. | 4,681 | $3.69M | 0.07% | −2,604−35.7% | Reduced |
| Fairbanks Capital Management, Inc. | 4,673 | $3.68M | 2.10% | −100−2.1% | Reduced |
| VCI Wealth Management LLC | 4,653 | $3.66M | 1.28% | +395+9.3% | Added |
| Nebula Research & Development LLC | 4,633 | $3.65M | 0.31% | +4,633 | New |
| Avestar Capital, LLC | 4,609 | $3.63M | 0.27% | +510+12.4% | Added |
| RVW Wealth, LLC | 4,597 | $3.62M | 0.31% | −4−0.1% | Reduced |
| Biltmore Family Office, LLC | 4,588 | $3.61M | 0.61% | +10.0% | Added |
| Independent Solutions Wealth Management, LLC | 4,582 | $3.61M | 0.70% | −11−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 4,604 | $3.59M | 0.17% | −186−3.9% | Reduced |
| Chatham Capital Group, Inc. | 4,525 | $3.56M | 0.54% | +125+2.8% | Added |
| PKO Investment Management Joint-Stock Co | 4,500 | $3.54M | 0.38% | −2,000−30.8% | Reduced |
| Clearstead Advisors, LLC | 4,488 | $3.54M | 0.05% | +391+9.5% | Added |
| Checchi Capital Advisers, LLC | 4,487 | $3.53M | 0.25% | +10+0.2% | Added |
| Chilton Investment Co LLC | 4,469 | $3.52M | 0.08% | −710−13.7% | Reduced |
| Employees Retirement System of Texas | 4,466 | $3.52M | 0.03% | +4,466 | New |
| Peloton Wealth Strategists | 4,462 | $3.51M | 1.41% | +48+1.1% | Added |
| Baer Investment Advisory LLC | 4,587 | $3.51M | 5.73% | −249−5.1% | Reduced |
| Highland Capital Management, LLC | 4,421 | $3.48M | 0.19% | +4,421 | New |
| Petredis Investment Advisors LLC | 4,350 | $3.43M | 0.30% | +35+0.8% | Added |
| Point72 Hong Kong Ltd | 4,349 | $3.43M | 0.24% | +4,349 | New |
| STF Management LP | 4,346 | $3.42M | 1.35% | +110+2.6% | Added |
| Thoroughbred Financial Services, LLC | 4,336 | $3.42M | 0.24% | −813−15.8% | Reduced |
| Ossiam | 4,288 | $3.38M | 0.04% | −26−0.6% | Reduced |
| Ted Buchan & Co | 4,282 | $3.37M | 1.34% | −174−3.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,276 | $3.37M | 1.07% | −8−0.2% | Reduced |
| Cohen Capital Management, Inc. | 4,265 | $3.36M | 0.55% | −25−0.6% | Reduced |
| Venturi Wealth Management, LLC | 4,264 | $3.36M | 0.17% | +160+3.9% | Added |
| Scott & Selber, Inc. | 4,240 | $3.34M | 0.93% | +28+0.7% | Added |
| Graypoint LLC | 4,233 | $3.33M | 0.19% | +244+6.1% | Added |
| BDF-Gestion | 4,227 | $3.33M | 0.37% | −462−9.9% | Reduced |
| Wedmont Private Capital | 4,314 | $3.32M | 0.14% | +180+4.4% | Added |
| Globeflex Capital L P | 4,167 | $3.28M | 0.27% | +4,167 | New |
| Ostrum Asset Management | 4,143 | $3.26M | 0.15% | +512+14.1% | Added |
| Cloverfields Capital Group, LP | 4,131 | $3.25M | 0.97% | +6+0.1% | Added |
| Princeton Global Asset Management LLC | 4,117 | $3.24M | 0.59% | +137+3.4% | Added |
| Old National Bancorp | 4,106 | $3.23M | 0.06% | +341+9.1% | Added |
| MV Capital Management, Inc. | 4,095 | $3.23M | 0.33% | −134−3.2% | Reduced |
| Brighton Jones LLC | 4,052 | $3.19M | 0.09% | +171+4.4% | Added |
| Freedom Day Solutions, LLC | 4,020 | $3.17M | 0.94% | −115−2.8% | Reduced |
| Cache Advisors, LLC | 4,017 | $3.16M | 0.86% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $3.15M | 0.67% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,983 | $3.14M | 0.06% | +56+1.4% | Added |
| Financial Gravity Companies, Inc. | 3,940 | $3.10M | 0.61% | +3,940 | New |
| Quantbot Technologies LP | 3,914 | $3.08M | 0.08% | +3,914 | New |
| TownSquare Capital, LLC | 3,903 | $3.07M | 0.30% | −13,878−78.0% | Reduced |
| Sagespring Wealth Partners, LLC | 3,887 | $3.06M | 0.07% | +675+21.0% | Added |
| Value Partners Investments Inc. | 3,866 | $3.04M | 0.24% | +189+5.1% | Added |
| Spears Abacus Advisors LLC | 3,852 | $3.03M | 0.06% | +3+0.1% | Added |
| Circle Wealth Management, LLC | 3,842 | $3.03M | 0.07% | +391+11.3% | Added |
| Fullerton Fund Management Co Ltd. | 3,836 | $3.02M | 0.12% | +490+14.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,826 | $3.01M | 0.41% | −20−0.5% | Reduced |
| Inlet Private Wealth, LLC | 3,820 | $3.01M | 0.74% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 3,814 | $3.00M | 0.55% | −69−1.8% | Reduced |
| Smartleaf Asset Management LLC | 3,862 | $3.00M | 0.26% | −110−2.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,797 | $2.99M | 0.36% | −98−2.5% | Reduced |
| AXS Investments LLC | 3,772 | $2.97M | 1.22% | −2,004−34.7% | Reduced |
| Harfst & Associates, Inc. | 3,765 | $2.97M | 0.61% | −723−16.1% | Reduced |
| Tema ETFs LLC | 3,765 | $2.97M | 0.79% | +1,045+38.4% | Added |
| Central Pacific Bank - Trust Division | 3,746 | $2.95M | 0.38% | −318−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,732 | $2.94M | 0.07% | −304−7.5% | Reduced |
| Summit Financial, LLC | 3,713 | $2.92M | 0.07% | −22−0.6% | Reduced |
| Catalytic Wealth RIA, LLC | 3,682 | $2.90M | 0.24% | +2,898+369.6% | Added |
| NorthRock Partners, LLC | 3,644 | $2.87M | 0.07% | +234+6.9% | Added |
| Penserra Capital Management LLC | 3,642 | $2.87M | 0.04% | +2,303+172.0% | Added |
| Calamos Wealth Management LLC | 3,639 | $2.87M | 0.12% | +2,101+136.6% | Added |
| Atomi Financial Group, Inc. | 3,624 | $2.85M | 0.11% | +373+11.5% | Added |
| Syon Capital LLC | 3,620 | $2.85M | 0.19% | +907+33.4% | Added |
| Adviser Investments LLC | 3,615 | $2.85M | 0.04% | −10.0% | Reduced |
| Prospera Financial Services Inc | 3,611 | $2.84M | 0.05% | +1,790+98.3% | Added |
| Dakota Wealth Management | 3,611 | $2.84M | 0.06% | −533−12.9% | Reduced |
| IFP Advisors, Inc | 3,606 | $2.84M | 0.08% | −262−6.8% | Reduced |
| Jacobi Capital Management LLC | 3,601 | $2.84M | 0.19% | +184+5.4% | Added |
| Synovus Financial Corp | 3,599 | $2.83M | 0.03% | −43−1.2% | Reduced |
| Willow Creek Wealth Management Inc. | 3,591 | $2.83M | 0.25% | +4+0.1% | Added |
| Skopos Labs, Inc. | 3,566 | $2.81M | 0.37% | +956+36.6% | Added |
| Donoghue Forlines LLC | 3,532 | $2.78M | 0.79% | +3,532 | New |
| Gladstone Institutional Advisory LLC | 3,525 | $2.78M | 0.11% | −32−0.9% | Reduced |