Intuit Inc.

INTU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000896878

SEC filings (opens in a new tab)

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, Q3 2025

Institutional positions in Intuit Inc. as of Sep 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: 2,199; +23 vs. Q2 2025
Shares held: 235.1M; +567.6K (+0.2%) vs. Q2 2025
Total value: $160.5B; −$24.1B (−13.1%) vs. Q2 2025
New holders: 215; 938 more added
Sold out: 192; 722 more reduced

37 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 2,199 institutions

Value heldQ3 2025: $160.5B

Institutions holding INTU and their total value by quarter
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, Q3 2025

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2025.

Institutions holding INTU in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Birchbrook, Inc.	0	$17	0.00%	0	Unchanged
Y.D. More Investments Ltd	75	$158	0.00%	+75	New
Measured Wealth Private Client Group, LLC	0	$300	0.00%	0	New
Kerr Financial Planning Corp	1	$655	0.00%	+1	New
Bear Mountain Capital, Inc.	1	$675	0.00%	+1	New
DHJJ Financial Advisors, Ltd.	1	$683	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	1	$683	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	1	$683	0.00%	+1	New
ESL Trust Services, LLC	1	$683	0.00%	+1	New
Turning Point Benefit Group, Inc.	2	$1.36K	0.00%	+2	New
Byrne Asset Management LLC	2	$1.37K	0.00%	−10−83.3%	Reduced
Evermay Wealth Management LLC	2	$1.37K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	2	$1.37K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	2	$1.37K	0.00%	00.0%	Unchanged
Heartwood Wealth Advisors LLC	2	$1.37K	0.00%	+2	New
Seneschal Advisors, LLC	2	$1.37K	0.00%	+2	New
Cheviot Value Management, LLC	3	$2.04K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	3	$2.05K	0.00%	−5−62.5%	Reduced
Breakwater Investment Management	3	$2.05K	0.00%	+1+50.0%	Added
Country Trust Bank	3	$2.05K	0.00%	+3	New
Security National Bank	3	$2.05K	0.00%	+3	New
Davis Capital Management	3	$2.05K	0.00%	+3	New
1620 Investment Advisors, Inc.	3	$2.24K	0.00%	00.0%	Unchanged
Bullock Wealth Management Group	4	$2.72K	0.00%	+4	New
Evolution Wealth Management Inc.	4	$2.73K	0.00%	−15−78.9%	Reduced
American Capital Advisory, LLC	4	$2.73K	0.00%	−1−20.0%	Reduced
Armstrong Advisory Group, Inc	4	$2.73K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	4	$2.73K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	4	$2.73K	0.00%	+4	New
Vermillion Wealth Management, Inc.	4	$2.73K	0.00%	+4	New
Winthrop Capital Management, LLC	4	$3.00K	0.00%	00.0%	Unchanged
FWL Investment Management, LLC	5	$3.42K	0.00%	−1−16.7%	Reduced
First Command Advisory Services, Inc.	5	$3.42K	0.00%	00.0%	Unchanged
Asset Planning,Inc	5	$3.42K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	5	$3.42K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	6	$3.78K	0.00%	−68−91.9%	Reduced
PayPay Securities Corp	6	$3.87K	0.14%	+2+50.0%	Added
WestEnd Advisors, LLC	6	$4.10K	0.00%	−3−33.3%	Reduced
Jackson, Grant Investment Advisers, Inc.	6	$4.10K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	7	$4.78K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	8	$5.46K	0.00%	00.0%	Unchanged
Core Alternative Capital	8	$5.46K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	8	$5.46K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	8	$5.46K	0.00%	+1+14.3%	Added
Bruce G. Allen Investments, LLC	9	$6.15K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	9	$6.15K	0.00%	+9	New
Pacifica Partners Inc.	10	$6.79K	0.00%	−73−88.0%	Reduced
Virtus ETF Advisers LLC	10	$6.83K	0.00%	−90−90.0%	Reduced
Barrett & Company, Inc.	10	$6.83K	0.00%	00.0%	Unchanged
Berkshire Capital Holdings Inc	10	$6.83K	0.00%	00.0%	Unchanged
Minot DeBlois Advisors LLC	10	$6.83K	0.01%	00.0%	Unchanged
Evelyn Partners Investment Management (Europe) Ltd	10	$6.83K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	10	$6.83K	0.00%	+10	New
Vermillion & White Wealth Management Group, LLC	10	$6.83K	0.00%	+10	New
JNBA Financial Advisors	10	$6.83K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	11	$7.51K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	11	$7.51K	0.00%	00.0%	Unchanged
BFSG, LLC	11	$7.51K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	12	$7.84K	0.00%	00.0%	Unchanged
South Plains Financial, Inc.	12	$8.19K	0.01%	00.0%	Unchanged
Cedar Wealth Management, LLC	12	$8.20K	0.00%	00.0%	Unchanged
TFC Financial Management	13	$8.88K	0.00%	00.0%	Unchanged
Stephenson National Bank & Trust	13	$8.88K	0.00%	+4+44.4%	Added
PFS Partners, LLC	13	$9.00K	0.00%	00.0%	Unchanged
Clal Insurance Enterprises Holdings Ltd	15	$10.0K	0.00%	−1−6.3%	Reduced
Principia Wealth Advisory, LLC	15	$10.2K	0.01%	+2+15.4%	Added
Beaird Harris Wealth Management, LLC	15	$10.2K	0.00%	+3+25.0%	Added
Altshuler Shaham Ltd	16	$10.9K	0.00%	+4+33.3%	Added
Wall Street Access Asset Management, LLC	16	$10.9K	0.00%	+16	New
Vision Financial Markets LLC	17	$11.1K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	17	$11.6K	0.00%	00.0%	Unchanged
Contravisory Investment Management, Inc.	17	$11.6K	0.00%	+17	New
Nemes Rush Group LLC	17	$11.8K	0.00%	−2−10.5%	Reduced
Dogwood Wealth Management LLC	18	$12.3K	0.01%	−18−50.0%	Reduced
Missouri Trust & Investment Co	18	$12.3K	0.00%	00.0%	Unchanged
Adirondack Trust Co	19	$13.0K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	19	$13.0K	0.01%	00.0%	Unchanged
WealthCollab, LLC	19	$13.0K	0.01%	+3+18.8%	Added
Bare Financial Services, Inc	19	$13.0K	0.00%	+4+26.7%	Added
Optimum Investment Advisors	20	$13.7K	0.01%	00.0%	Unchanged
Manning & Napier Advisors LLC	23	$15.7K	0.00%	+23	New
Wealth Watch Advisors, INC	24	$16.4K	0.01%	+24	New
N.E.W. Advisory Services LLC	25	$17.1K	0.00%	00.0%	Unchanged
Strategic Advocates LLC	25	$17.1K	0.00%	+25	New
ZRC Wealth Management, LLC	26	$17.8K	0.01%	+26	New
Hanson & Doremus Investment Management	27	$18.0K	0.00%	00.0%	Unchanged
Robinswood Financial LLC	28	$19.2K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	29	$19.8K	0.00%	−3−9.4%	Reduced
Hurley Capital, LLC	29	$19.8K	0.01%	+29	New
Marquette Asset Management, LLC	29	$19.8K	0.00%	+29	New
Turim 21 Investimentos Ltda.	22	$20.2K	0.01%	+22	New
Kentucky Trust Co	30	$20.5K	0.01%	00.0%	Unchanged
Aspect Partners, LLC	30	$20.5K	0.01%	+1+3.4%	Added
Valued Wealth Advisors LLC	30	$20.5K	0.01%	00.0%	Unchanged
Hollencrest Capital Management	31	$21.2K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	31	$21.2K	0.02%	00.0%	Unchanged
Noble Wealth Management PBC	31	$21.2K	0.01%	+31	New
Trifecta Capital Advisors, LLC	31	$21.2K	0.00%	+22+244.4%	Added
Old Point Trust & Financial Services N A	32	$21.9K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	32	$21.9K	0.01%	00.0%	Unchanged