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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vance Wealth, Inc. | 1,099 | $750.5K | 0.23% | −17−1.5% | Reduced |
| Prosperity Wealth Management, Inc. | 1,102 | $752.6K | 0.26% | +115+11.7% | Added |
| DRW Securities, LLC | 1,103 | $754.6K | 0.04% | −536−32.7% | Reduced |
| WBI Investments | 1,108 | $756.5K | 0.19% | −268−19.5% | Reduced |
| Empirical Asset Management, LLC | 1,108 | $756.8K | 0.21% | +1,108 | New |
| Breakwater Capital Group | 1,110 | $758.2K | 0.11% | −1−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,111 | $758.7K | 0.04% | −561−33.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,112 | $759.0K | 0.04% | −10−0.9% | Reduced |
| Correct Capital Wealth Management | 1,115 | $761.7K | 0.14% | +494+79.5% | Added |
| Capula Management Ltd | 1,117 | $762.8K | 0.01% | +1,117 | New |
| PFC Capital Group, Inc. | 1,125 | $768.0K | 0.32% | 00.0% | Unchanged |
| First National Trust Co | 1,130 | $771.7K | 0.03% | +106+10.4% | Added |
| Leavell Investment Management, Inc. | 1,141 | $779.3K | 0.03% | −59−4.9% | Reduced |
| Fundamentun, LLC | 1,147 | $783.8K | 0.03% | +24+2.1% | Added |
| Wolverine Trading, LLC | 1,130 | $785.0K | 0.02% | +562+98.9% | Added |
| Connecticut Wealth Management, LLC | 1,151 | $786.0K | 0.03% | −3−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,156 | $789.5K | 0.01% | −6−0.5% | Reduced |
| Barden Capital Management, Inc. | 1,163 | $794.2K | 0.66% | +117+11.2% | Added |
| Meridian Wealth Management, LLC | 1,171 | $799.6K | 0.03% | −6−0.5% | Reduced |
| Simplify Asset Management Inc. | 1,171 | $799.7K | 0.02% | +1,171 | New |
| VestGen Advisors, LLC | 1,173 | $800.8K | 0.03% | −1,157−49.7% | Reduced |
| Stratos Wealth Advisors, LLC | 1,173 | $801.3K | 0.04% | +2+0.2% | Added |
| Catalyst Financial Partners LLC | 1,174 | $801.7K | 0.10% | +11+0.9% | Added |
| Neville Rodie & Shaw Inc | 1,179 | $805.0K | 0.06% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,180 | $805.8K | 0.06% | −5−0.4% | Reduced |
| Malaga Cove Capital, LLC | 1,188 | $811.3K | 0.29% | +374+45.9% | Added |
| Northern Financial Advisors Inc | 1,188 | $811.3K | 0.43% | −21−1.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,195 | $816.1K | 0.18% | −10−0.8% | Reduced |
| South Dakota Investment Council | 1,196 | $817.0K | 0.02% | −200−14.3% | Reduced |
| New Hampshire Trust | 1,198 | $818.1K | 0.16% | −17−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,199 | $818.8K | 0.38% | +433+56.5% | Added |
| Madison Asset Management, LLC | 1,200 | $819.5K | 0.01% | −490−29.0% | Reduced |
| Parkside Financial Bank & Trust | 1,200 | $819.5K | 0.06% | +14+1.2% | Added |
| Natural Investments, LLC | 1,201 | $820.0K | 0.20% | +68+6.0% | Added |
| HCR Wealth Advisors | 1,205 | $821.6K | 0.09% | 00.0% | Unchanged |
| Spinnaker Trust | 1,204 | $822.2K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,206 | $823.6K | 0.02% | −360−23.0% | Reduced |
| North Star Investment Management Corp. | 1,211 | $827.0K | 0.05% | +1+0.1% | Added |
| Amica Retiree Medical Trust | 1,213 | $828.0K | 1.13% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,214 | $828.8K | 0.39% | +179+17.3% | Added |
| Hanlon Investment Management, Inc. | 1,215 | $829.7K | 0.50% | +144+13.4% | Added |
| Lecap Asset Management Ltd | 1,216 | $830.4K | 0.29% | −2,102−63.4% | Reduced |
| Cardiff Park Advisors, LLC | 1,223 | $835.2K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,225 | $836.7K | 0.07% | +65+5.6% | Added |
| Harbor Investment Advisory, LLC | 1,230 | $840.0K | 0.07% | +26+2.2% | Added |
| Weaver Capital Management LLC | 1,231 | $840.7K | 0.18% | +104+9.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,230 | $840.9K | 0.06% | −1,954−61.4% | Reduced |
| Ancora Advisors, LLC | 1,240 | $846.9K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,242 | $848.5K | 0.06% | −70−5.3% | Reduced |
| David Loasby | 1,292 | $850.1K | 0.07% | +14+1.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,254 | $856.6K | 0.29% | −43−3.3% | Reduced |
| Heritage Trust Co | 1,259 | $859.8K | 0.09% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 1,311 | $860.3K | 0.08% | +81+6.6% | Added |
| United Bank | 1,263 | $862.5K | 0.30% | +331+35.5% | Added |
| Act Wealth Management, LLC | 1,265 | $863.9K | 0.30% | 00.0% | Unchanged |
| Sym Financial Corp | 1,266 | $864.6K | 0.09% | −515−28.9% | Reduced |
| Institute for Wealth Management, LLC. | 1,267 | $865.2K | 0.09% | −206−14.0% | Reduced |
| Waller Financial Planning Group, Inc | 1,272 | $868.8K | 0.20% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,275 | $870.6K | 0.30% | −16−1.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,275 | $870.8K | 0.28% | −12−0.9% | Reduced |
| AMG National Trust Bank | 1,279 | $873.4K | 0.02% | −126−9.0% | Reduced |
| Farringdon Capital, Ltd. | 1,279 | $873.4K | 0.22% | +1,279 | New |
| L2 Asset Management, LLC | 1,287 | $878.6K | 0.13% | +64+5.2% | Added |
| HBK Sorce Advisory LLC | 1,354 | $884.0K | 0.02% | −20−1.5% | Reduced |
| Gryphon Financial Partners LLC | 1,297 | $885.7K | 0.10% | +367+39.5% | Added |
| Park Capital Management, LLC | 1,300 | $887.8K | 0.71% | −8−0.6% | Reduced |
| Nicholas Investment Partners, LP | 1,314 | $897.3K | 0.07% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,313 | $899.1K | 0.23% | +54+4.3% | Added |
| Cascade Investment Group, Inc. | 1,323 | $903.8K | 0.60% | −1,034−43.9% | Reduced |
| Coastal Bridge Advisors, LLC | 1,324 | $904.3K | 0.07% | −16−1.2% | Reduced |
| Gen-Wealth Partners Inc | 1,324 | $904.5K | 0.31% | −192−12.7% | Reduced |
| Triglav Skladi, D.O.O. | 1,325 | $904.9K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $907.7K | 0.14% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,334 | $911.5K | 0.02% | −53−3.8% | Reduced |
| Integrated Advisors Network LLC | 1,337 | $912.9K | 0.04% | +128+10.6% | Added |
| Heritage Investors Management Corp | 1,338 | $914.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,339 | $914.4K | 0.07% | +1,339 | New |
| MMBG Investment Advisors Co. | 1,345 | $918.5K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,347 | $919.9K | 0.21% | +372+38.2% | Added |
| Riverpark Capital Management LLC | 1,348 | $920.6K | 1.66% | −211−13.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,350 | $922.2K | 0.20% | +116+9.4% | Added |
| Garner Asset Management Corp | 1,351 | $922.3K | 0.37% | +1+0.1% | Added |
| Pinnacle West Asset Management, Inc. | 1,365 | $932.0K | 0.60% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,368 | $934.2K | 0.29% | +40+3.0% | Added |
| Richard W. Paul & Associates, LLC | 1,381 | $942.9K | 0.32% | −13−0.9% | Reduced |
| Principle Wealth Partners LLC | 1,386 | $946.7K | 0.05% | +7+0.5% | Added |
| Avantax Planning Partners, Inc. | 1,387 | $947.4K | 0.03% | +114+9.0% | Added |
| Gratus Wealth Advisors, LLC | 1,397 | $954.0K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,399 | $955.4K | 0.06% | −955−40.6% | Reduced |
| Essex Financial Services, Inc. | 1,401 | $957.0K | 0.06% | −16−1.1% | Reduced |
| Gibbs Wealth Management | 1,402 | $957.4K | 0.22% | +1,033+279.9% | Added |
| Blueshift Asset Management, LLC | 1,415 | $966.3K | 0.30% | +1,415 | New |
| Unique Wealth Strategies, LLC | 1,429 | $976.0K | 0.38% | +40+2.9% | Added |
| Weatherly Asset Management L. P. | 1,437 | $981.1K | 0.08% | −15−1.0% | Reduced |
| Soltis Investment Advisors LLC | 1,437 | $981.6K | 0.07% | +762+112.9% | Added |
| EverSource Wealth Advisors, LLC | 1,441 | $984.3K | 0.04% | +156+12.1% | Added |
| Koshinski Asset Management, Inc. | 1,452 | $991.3K | 0.07% | +156+12.0% | Added |
| Whalerock Point Partners, LLC | 1,456 | $994.3K | 0.20% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,460 | $997.0K | 0.28% | −39−2.6% | Reduced |
| First Financial Bank - Trust Division | 1,460 | $997.0K | 0.09% | +12+0.8% | Added |