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
- 2,198
- +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
- 721 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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 1,937 | $1.32M | 0.05% | +21+1.1% | Added |
| Legacy Trust | 1,938 | $1.32M | 0.26% | +225+13.1% | Added |
| Wallace Hart LLC | 1,940 | $1.32M | 0.97% | −62−3.1% | Reduced |
| Forum Financial Management, LP | 1,940 | $1.32M | 0.02% | +395+25.6% | Added |
| Insigneo Advisory Services, LLC | 1,953 | $1.33M | 0.09% | +492+33.7% | Added |
| FSA Wealth Management LLC | 1,954 | $1.33M | 0.49% | −46−2.3% | Reduced |
| BAM Wealth Management, LLC | 1,955 | $1.34M | 1.03% | +1,955 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,959 | $1.34M | 0.16% | +92+4.9% | Added |
| Fidelis Capital Partners, LLC | 1,968 | $1.34M | 0.10% | +21+1.1% | Added |
| Austin Private Wealth, LLC | 1,969 | $1.34M | 0.10% | −79−3.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,973 | $1.35M | 0.01% | −292−12.9% | Reduced |
| First Financial Bankshares Inc | 1,979 | $1.35M | 0.03% | +1,979 | New |
| Elevate Capital Advisors, LLC | 1,986 | $1.36M | 0.95% | +1,986 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,989 | $1.36M | 0.00% | +351+21.4% | Added |
| DB Fitzpatrick & Co, Inc | 1,990 | $1.36M | 1.23% | −40−2.0% | Reduced |
| BNP Paribas | 1,959 | $1.36M | 0.04% | −282−12.6% | Reduced |
| Koss-Olinger Consulting, LLC | 1,729 | $1.36M | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,010 | $1.36M | 0.03% | +79+4.1% | Added |
| Wealthspire Advisors, LLC | 2,000 | $1.37M | 0.01% | −348−14.8% | Reduced |
| Liberty Wealth Management LLC | 2,004 | $1.37M | 0.19% | +22+1.1% | Added |
| Optas, LLC | 2,006 | $1.37M | 0.23% | +3+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 2,007 | $1.37M | 0.11% | +2,007 | New |
| Sowell Financial Services LLC | 2,008 | $1.37M | 0.05% | +78+4.0% | Added |
| BSW Wealth Partners | 2,011 | $1.37M | 0.17% | +93+4.8% | Added |
| United Asset Strategies, Inc. | 2,016 | $1.38M | 0.11% | −51−2.5% | Reduced |
| Byrne Financial Freedom, LLC | 2,018 | $1.38M | 0.69% | −10.0% | Reduced |
| Cooper Financial Group | 2,020 | $1.38M | 0.15% | +259+14.7% | Added |
| Mirador Capital Partners LP | 2,022 | $1.38M | 0.20% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,031 | $1.39M | 0.19% | +35+1.8% | Added |
| Capital Investment Advisors, LLC | 2,034 | $1.39M | 0.02% | −60−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,042 | $1.39M | 0.10% | −154−7.0% | Reduced |
| Founders Financial Securities LLC | 2,051 | $1.40M | 0.10% | +446+27.8% | Added |
| Southeast Asset Advisors Inc. | 2,058 | $1.41M | 0.15% | +1,161+129.4% | Added |
| Focus Financial Network, Inc. | 2,061 | $1.41M | 0.05% | −194−8.6% | Reduced |
| Waterway Wealth Management, LLC | 2,064 | $1.41M | 0.34% | +2,064 | New |
| Procyon Private Wealth Partners, LLC | 2,064 | $1.41M | 0.08% | −270−11.6% | Reduced |
| Quantitative Investment Management, LLC | 2,068 | $1.41M | 0.20% | −219−9.6% | Reduced |
| Motiv8 Investments LLC | 2,074 | $1.42M | 0.75% | +14+0.7% | Added |
| Asset Dedication, LLC | 2,079 | $1.42M | 0.10% | −35−1.7% | Reduced |
| Stance Capital LLC | 2,080 | $1.42M | 0.52% | +352+20.4% | Added |
| SHUTTLEWORTH & Co | 2,093 | $1.43M | 1.30% | +2,093 | New |
| Flagship Harbor Advisors, LLC | 2,099 | $1.43M | 0.06% | +118+6.0% | Added |
| Precedent Wealth Partners, LLC | 2,110 | $1.44M | 0.32% | +251+13.5% | Added |
| Jefferies Financial Group Inc. | 2,113 | $1.44M | 0.01% | −71,954−97.1% | Reduced |
| Convergence Financial, LLC | 2,120 | $1.45M | 0.22% | −55−2.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,145 | $1.46M | 0.86% | +2,145 | New |
| Alpha Family Trust | 2,150 | $1.47M | 0.69% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,153 | $1.47M | 0.04% | −157−6.8% | Reduced |
| Mirabella Financial Services LLP | 2,161 | $1.48M | 0.13% | +194+9.9% | Added |
| Trueblood Wealth Management, LLC | 2,163 | $1.48M | 0.58% | +118+5.8% | Added |
| HighVista Strategies LLC | 2,163 | $1.48M | 0.36% | −1,100−33.7% | Reduced |
| Smith, Salley & Associates | 2,172 | $1.48M | 0.08% | −18−0.8% | Reduced |
| McRae Capital Management Inc | 2,177 | $1.49M | 0.30% | −10−0.5% | Reduced |
| ROI Financial Advisors, LLC | 2,181 | $1.49M | 0.89% | −112−4.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,183 | $1.49M | 0.10% | +1,507+222.9% | Added |
| StoneX Group Inc. | 2,189 | $1.50M | 0.07% | −82−3.6% | Reduced |
| Quent Capital, LLC | 2,214 | $1.51M | 0.13% | +8+0.4% | Added |
| NBC Securities, Inc. | 2,216 | $1.51M | 0.12% | +2,080+1,529.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.52M | 0.04% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,227 | $1.52M | 0.29% | +310+16.2% | Added |
| Journey Strategic Wealth LLC | 2,229 | $1.52M | 0.04% | +220+11.0% | Added |
| Arlington Trust Co LLC | 2,232 | $1.52M | 0.27% | −2−0.1% | Reduced |
| Advisor OS, LLC | 2,235 | $1.53M | 0.13% | −37−1.6% | Reduced |
| Equitable Holdings, Inc. | 2,244 | $1.53M | 0.01% | +125+5.9% | Added |
| Cookson Peirce & Co Inc | 2,251 | $1.54M | 0.06% | +300+15.4% | Added |
| Premier Path Wealth Partners, LLC | 2,264 | $1.55M | 0.20% | +28+1.3% | Added |
| Accretive Wealth Partners, LLC | 2,268 | $1.55M | 0.47% | +219+10.7% | Added |
| Capital & Planning, LLC | 2,293 | $1.57M | 0.97% | +11+0.5% | Added |
| Wealth Alliance | 2,295 | $1.57M | 0.16% | +175+8.3% | Added |
| Virtus Investment Advisers, Inc. | 2,296 | $1.57M | 0.45% | +2,296 | New |
| Promus Capital, LLC | 2,307 | $1.58M | 1.01% | −8−0.3% | Reduced |
| Main Management ETF Advisors, LLC | 2,325 | $1.59M | 0.06% | +2,325 | New |
| Atlantic Union Bankshares Corp | 2,330 | $1.59M | 0.03% | +1,994+593.5% | Added |
| Summit Wealth Group LLC | 3,249 | $1.60M | 0.22% | +3,249 | New |
| Peak Asset Management, LLC | 2,345 | $1.60M | 0.28% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,347 | $1.60M | 0.28% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,350 | $1.60M | 0.03% | +32+1.4% | Added |
| Virtue Capital Management, LLC | 19,779 | $1.61M | 0.35% | +17,436+744.2% | Added |
| Grove Bank & Trust | 2,363 | $1.61M | 0.19% | +1,369+137.7% | Added |
| Citizens National Bank Trust Department | 2,368 | $1.62M | 0.29% | −9−0.4% | Reduced |
| Chesley Taft & Associates LLC | 2,370 | $1.62M | 0.07% | +6+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,380 | $1.63M | 0.28% | −390−14.1% | Reduced |
| Symphony Financial, Ltd. Co. | 2,375 | $1.63M | 0.20% | −3,524−59.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,392 | $1.63M | 0.03% | +102+4.5% | Added |
| Ironwood Investment Counsel, LLC | 2,392 | $1.63M | 0.24% | −2−0.1% | Reduced |
| Global Retirement Partners, LLC | 2,409 | $1.64M | 0.04% | +340+16.4% | Added |
| Arkadios Wealth Advisors | 2,426 | $1.66M | 0.04% | −4−0.2% | Reduced |
| Fulton Bank, N.A. | 2,426 | $1.66M | 0.06% | −91−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,432 | $1.66M | 0.10% | −1,904−43.9% | Reduced |
| Roberts Glore & Co Inc | 2,435 | $1.66M | 0.45% | −17−0.7% | Reduced |
| USA Financial Portformulas Corp | 2,452 | $1.67M | 0.30% | +2,452 | New |
| Quintet Private Bank (Europe) S.A. | 2,457 | $1.68M | 0.09% | −100−3.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 2,461 | $1.68M | 1.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,466 | $1.68M | 0.16% | +2,466 | New |
| Moneta Group Investment Advisors LLC | 2,488 | $1.70M | 0.01% | +94+3.9% | Added |
| Consolidated Planning Corp | 2,494 | $1.70M | 0.18% | +2,494 | New |
| Elmwood Wealth Management, Inc. | 2,506 | $1.71M | 0.61% | +45+1.8% | Added |
| Capital Planning Advisors, LLC | 2,506 | $1.71M | 0.24% | +271+12.1% | Added |
| First Citizens Bank & Trust Co | 2,510 | $1.71M | 0.04% | −103−3.9% | Reduced |
| GLOBALT Investments LLC | 2,514 | $1.72M | 0.06% | +2,514 | New |