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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 1,461 | $997.7K | 0.12% | −152−9.4% | Reduced |
| Legacy Capital Group California, Inc. | 1,462 | $998.2K | 0.25% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,465 | $1.00M | 0.06% | +46+3.2% | Added |
| Smithfield Trust Co | 1,470 | $1.00M | 0.04% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,470 | $1.00M | 1.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,474 | $1.01M | 0.14% | −312−17.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,474 | $1.01M | 0.12% | +23+1.6% | Added |
| Van Strum & Towne Inc. | 1,486 | $1.01M | 0.30% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,493 | $1.02M | 0.37% | −14−0.9% | Reduced |
| Tritonpoint Wealth, LLC | 1,493 | $1.02M | 0.09% | −83−5.3% | Reduced |
| Great Lakes Advisors, LLC | 1,500 | $1.02M | 0.01% | −79−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,500 | $1.02M | 0.24% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,502 | $1.03M | 0.19% | +150+11.1% | Added |
| ZEGA Investments, LLC | 1,505 | $1.03M | 0.24% | −1,300−46.3% | Reduced |
| Verity Asset Management, Inc. | 1,506 | $1.03M | 0.34% | +936+164.2% | Added |
| Drive Wealth Management, LLC | 1,511 | $1.03M | 0.22% | +24+1.6% | Added |
| Thrive Wealth Management, LLC | 1,516 | $1.04M | 0.16% | −223−12.8% | Reduced |
| Crew Capital Management, Ltd. | 1,516 | $1.04M | 0.69% | −27−1.7% | Reduced |
| Hills Bank & Trust Co | 1,527 | $1.04M | 0.06% | +491+47.4% | Added |
| MorganRosel Wealth Management, LLC | 1,528 | $1.04M | 0.27% | +447+41.4% | Added |
| Hara Capital LLC | 1,534 | $1.05M | 0.62% | 00.0% | Unchanged |
| Chris Bulman Inc | 1,535 | $1.05M | 0.52% | +6+0.4% | Added |
| Crescent Sterling, Ltd. | 1,549 | $1.06M | 1.11% | +126+8.9% | Added |
| NBT Bank N A | 1,550 | $1.06M | 0.07% | +88+6.0% | Added |
| Quest Partners LLC | 1,563 | $1.07M | 0.07% | +1,139+268.6% | Added |
| Engineers Gate Manager LP | 1,565 | $1.07M | 0.01% | −34,490−95.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,571 | $1.07M | 0.45% | +12+0.8% | Added |
| Impact Partnership Wealth, LLC | 1,573 | $1.07M | 0.16% | +1,573 | New |
| Legacy Financial Advisors, Inc. | 1,576 | $1.08M | 0.15% | +110+7.5% | Added |
| OV Management LLC | 1,582 | $1.08M | 0.92% | +14+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,584 | $1.08M | 0.00% | −28,135−94.7% | Reduced |
| Barr E S & Co | 1,584 | $1.08M | 0.06% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,585 | $1.08M | 0.03% | +85+5.7% | Added |
| Bridgewater Advisors Inc. | 1,679 | $1.10M | 0.08% | +21+1.3% | Added |
| Kingsview Wealth Management, LLC | 1,610 | $1.10M | 0.02% | +73+4.7% | Added |
| Community Bank & Trust, Waco, Texas | 1,612 | $1.10M | 0.23% | +49+3.1% | Added |
| Stablepoint Partners, LLC | 1,617 | $1.10M | 0.18% | −158−8.9% | Reduced |
| Red Spruce Capital, LLC | 1,621 | $1.11M | 0.45% | −60−3.6% | Reduced |
| Curated Wealth Partners LLC | 1,622 | $1.11M | 0.13% | +54+3.4% | Added |
| CNB Bank | 1,629 | $1.11M | 0.46% | −73−4.3% | Reduced |
| WBH Advisory Inc | 1,630 | $1.11M | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,631 | $1.11M | 0.03% | +978+149.8% | Added |
| Forbes J M & Co LLP | 1,635 | $1.12M | 0.09% | −247−13.1% | Reduced |
| FineMark National Bank & Trust | 1,647 | $1.12M | 0.04% | +19+1.2% | Added |
| Everest Management Corp. | 1,649 | $1.13M | 0.72% | −2−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,655 | $1.13M | 0.20% | −13−0.8% | Reduced |
| Advisors Capital Management, LLC | 1,656 | $1.13M | 0.01% | +91+5.8% | Added |
| Woodline Partners LP | 1,659 | $1.13M | 0.01% | −7,283−81.4% | Reduced |
| IHT Wealth Management, LLC | 1,662 | $1.13M | 0.03% | +17+1.0% | Added |
| Boston Family Office LLC | 1,667 | $1.14M | 0.07% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,667 | $1.14M | 0.14% | +2+0.1% | Added |
| Level Four Advisory Services, LLC | 1,667 | $1.14M | 0.04% | −60−3.5% | Reduced |
| MJP Associates Inc | 1,669 | $1.14M | 0.15% | −53−3.1% | Reduced |
| Evanson Asset Management, LLC | 1,672 | $1.14M | 0.07% | +9+0.5% | Added |
| Parthenon LLC | 1,675 | $1.14M | 0.13% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,698 | $1.16M | 0.42% | +182+12.0% | Added |
| PDS Planning, Inc | 1,708 | $1.17M | 0.08% | +23+1.4% | Added |
| Regatta Capital Group, LLC | 1,714 | $1.17M | 0.18% | +48+2.9% | Added |
| Integrated Quantitative Investments LLC | 1,720 | $1.17M | 0.33% | +3+0.2% | Added |
| Sage Mountain Advisors LLC | 1,724 | $1.18M | 0.07% | +54+3.2% | Added |
| Alliance Wealth Advisors, LLC | 1,727 | $1.18M | 0.28% | +1,372+386.5% | Added |
| Ronald Blue Trust, Inc. | 1,731 | $1.18M | 0.01% | +64+3.8% | Added |
| We Are One Seven, LLC | 1,739 | $1.19M | 0.03% | +427+32.5% | Added |
| Cove Private Wealth, LLC | 1,740 | $1.19M | 0.38% | 00.0% | Unchanged |
| Milestones Private Investment Advisors LLC | 1,750 | $1.20M | 0.82% | +2+0.1% | Added |
| Schear Investment Advisers, LLC | 1,764 | $1.20M | 0.54% | −75−4.1% | Reduced |
| Nixon Peabody Trust Co | 1,765 | $1.21M | 0.09% | −190−9.7% | Reduced |
| Paradigm Financial Partners, LLC | 1,766 | $1.21M | 0.12% | +967+121.0% | Added |
| Kensington Investment Counsel, LLC | 1,768 | $1.21M | 0.49% | +12+0.7% | Added |
| Fiduciary Alliance LLC | 1,774 | $1.21M | 0.08% | −2−0.1% | Reduced |
| SummitTX Capital, L.P. | 1,775 | $1.21M | 0.05% | +1,775 | New |
| Rockline Wealth Management, LLC | 1,781 | $1.22M | 0.25% | +547+44.3% | Added |
| Freestone Capital Holdings, LLC | 1,786 | $1.22M | 0.04% | +75+4.4% | Added |
| Pictet & Cie (Europe) SA | 1,791 | $1.22M | 0.02% | −60−3.2% | Reduced |
| Edgestream Partners, L.P. | 1,799 | $1.23M | 0.04% | −956−34.7% | Reduced |
| Cito Capital Group, LLC | 1,800 | $1.23M | 0.36% | +1,800 | New |
| Verde Capital Management | 1,800 | $1.23M | 0.27% | +38+2.2% | Added |
| Quadcap Wealth Management, LLC | 1,801 | $1.23M | 0.15% | +18+1.0% | Added |
| Pure Financial Advisors, Inc. | 1,804 | $1.23M | 0.02% | +1,195+196.2% | Added |
| Howland Capital Management LLC | 1,807 | $1.23M | 0.05% | +233+14.8% | Added |
| Dakota Wealth Management | 1,819 | $1.24M | 0.03% | −1,792−49.6% | Reduced |
| Wellington Shields Capital Management, LLC | 1,825 | $1.25M | 0.19% | +300+19.7% | Added |
| Moore Capital Management, LP | 1,837 | $1.25M | 0.02% | −6,465−77.9% | Reduced |
| Okabena Investment Services Inc | 1,837 | $1.25M | 0.24% | −965−34.4% | Reduced |
| Massmutual Trust Co FSB | 1,845 | $1.26M | 0.03% | −118−6.0% | Reduced |
| Virtu Financial LLC | 1,853 | $1.26M | 0.07% | +1,853 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,854 | $1.27M | 0.16% | +1,854 | New |
| Account Management LLC | 1,855 | $1.27M | 1.35% | −1,610−46.5% | Reduced |
| Verdence Capital Advisors LLC | 1,864 | $1.27M | 0.07% | +820+78.5% | Added |
| BCJ Capital Management, LLC | 1,873 | $1.28M | 0.08% | −7,395−79.8% | Reduced |
| RiverPark Advisors, LLC | 1,874 | $1.28M | 0.55% | −156−7.7% | Reduced |
| CVFG LLC | 1,877 | $1.28M | 0.93% | −20−1.1% | Reduced |
| Old Port Advisors | 1,878 | $1.28M | 0.32% | −15−0.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,880 | $1.28M | 0.18% | 00.0% | Unchanged |
| Trust Point Inc. | 1,887 | $1.29M | 0.10% | −81−4.1% | Reduced |
| Barbara Oil Co. | 1,900 | $1.30M | 0.48% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,903 | $1.30M | 0.21% | +247+14.9% | Added |
| Greykasell Wealth Strategies, Inc. | 1,907 | $1.30M | 0.55% | +51+2.7% | Added |
| Scientech Research LLC | 1,908 | $1.30M | 0.45% | +32+1.7% | Added |
| RFG Advisory, LLC | 1,914 | $1.31M | 0.03% | −141−6.9% | Reduced |