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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 2,515 | $1.72M | 0.04% | −114−4.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,539 | $1.73M | 0.30% | −238−8.6% | Reduced |
| BancorpSouth Bank | 2,572 | $1.76M | 0.11% | +15+0.6% | Added |
| Family Legacy, Inc. | 2,572 | $1.76M | 0.54% | +35+1.4% | Added |
| Modera Wealth Management, LLC | 2,587 | $1.77M | 0.02% | +20+0.8% | Added |
| Anchor Investment Management, LLC | 2,587 | $1.77M | 0.15% | +62+2.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,593 | $1.77M | 0.26% | +1,982+324.4% | Added |
| Generali Investments, Management Co LLC | 2,604 | $1.78M | 0.37% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,619 | $1.79M | 0.17% | +4+0.2% | Added |
| BankPlus Trust Department | 2,627 | $1.79M | 0.48% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,633 | $1.80M | 0.10% | −510−16.2% | Reduced |
| Scissortail Wealth Management, LLC | 2,640 | $1.80M | 0.39% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,645 | $1.81M | 0.12% | −125−4.5% | Reduced |
| Cigna Investments Inc | 2,676 | $1.83M | 0.26% | −18−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,687 | $1.84M | 0.32% | +687+34.4% | Added |
| Argent Trust Co | 2,703 | $1.85M | 0.07% | −51−1.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,709 | $1.85M | 0.14% | +14+0.5% | Added |
| Keel Point, LLC | 2,715 | $1.85M | 0.11% | −2,320−46.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,717 | $1.86M | 0.10% | +42+1.6% | Added |
| Grant Private Wealth Management Inc | 2,719 | $1.86M | 1.15% | +2,719 | New |
| Dynasty Wealth Management, LLC | 2,723 | $1.86M | 0.02% | −503−15.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.87M | 0.20% | 00.0% | Unchanged |
| Tribridge Partners Financial LLC | 2,748 | $1.87M | 0.86% | +2,748 | New |
| Novare Capital Management LLC | 2,754 | $1.88M | 0.14% | +85+3.2% | Added |
| Barings LLC | 2,760 | $1.88M | 0.04% | +2,488+914.7% | Added |
| CSM Advisors, LLC | 2,782 | $1.90M | 0.05% | +2,492+859.3% | Added |
| Conway Capital Management, Inc. | 2,795 | $1.91M | 0.80% | −560−16.7% | Reduced |
| Net Worth Advisory Group | 2,801 | $1.91M | 0.55% | −377−11.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,827 | $1.93M | 0.27% | +55+2.0% | Added |
| Cohen Capital Management, Inc. | 2,865 | $1.96M | 0.30% | −1,400−32.8% | Reduced |
| Perpetual Ltd | 2,874 | $1.96M | 0.02% | +1,335+86.7% | Added |
| Eads & Heald Wealth Management | 2,891 | $1.97M | 0.94% | +20+0.7% | Added |
| Eisler Capital Management Ltd. | 3,058 | $1.98M | 0.04% | +2,928+2,252.3% | Added |
| Abacus Planning Group, Inc. | 2,894 | $1.98M | 0.27% | +27+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 2,919 | $1.99M | 0.06% | −310−9.6% | Reduced |
| Valley National Advisers Inc | 2,941 | $2.01M | 0.31% | +2,880+4,721.3% | Added |
| Darwin Advisors, LLC | 2,939 | $2.01M | 0.64% | +13+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,947 | $2.01M | 0.10% | +330+12.6% | Added |
| SWS Partners | 2,965 | $2.03M | 0.49% | +2,965 | New |
| Pinnacle Associates Ltd | 3,008 | $2.05M | 0.03% | −22−0.7% | Reduced |
| Outfitter Financial LLC | 3,023 | $2.06M | 1.67% | −100−3.2% | Reduced |
| Pallas Capital Advisors LLC | 3,030 | $2.07M | 0.08% | +1,446+91.3% | Added |
| Stiles Financial Services Inc | 3,034 | $2.07M | 0.65% | −31−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 3,041 | $2.08M | 0.05% | +161+5.6% | Added |
| GeoWealth Management, LLC | 3,058 | $2.09M | 0.08% | −29−0.9% | Reduced |
| Qtron Investments LLC | 3,059 | $2.09M | 0.26% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,064 | $2.09M | 0.02% | −261−7.8% | Reduced |
| Portside Wealth Group, LLC | 3,090 | $2.11M | 0.29% | +2,289+285.8% | Added |
| Stock Yards Bank & Trust Co | 3,093 | $2.11M | 0.07% | +14+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,099 | $2.11M | 0.02% | −94−2.9% | Reduced |
| Meeder Asset Management Inc | 3,110 | $2.12M | 0.12% | +45+1.5% | Added |
| Crestwood Advisors Group LLC | 3,114 | $2.13M | 0.04% | +167+5.7% | Added |
| Scratch Capital LLC | 3,125 | $2.13M | 1.41% | −378−10.8% | Reduced |
| Signature Wealth Management Group | 3,167 | $2.16M | 0.84% | −52−1.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,170 | $2.16M | 0.92% | −30−0.9% | Reduced |
| Ascent Group, LLC | 3,177 | $2.17M | 0.08% | +1,044+48.9% | Added |
| Kestra Investment Management, LLC | 3,190 | $2.18M | 0.06% | +2,241+236.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.18M | 0.07% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,221 | $2.20M | 0.15% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,232 | $2.21M | 0.09% | +3+0.1% | Added |
| RB Capital Management, LLC | 3,238 | $2.21M | 0.46% | +49+1.5% | Added |
| Valmark Advisers, Inc. | 3,242 | $2.21M | 0.03% | −86−2.6% | Reduced |
| TownSquare Capital, LLC | 3,247 | $2.22M | 0.34% | −656−16.8% | Reduced |
| Univest Financial Corp | 3,265 | $2.23M | 0.12% | −94−2.8% | Reduced |
| Clean Yield Group | 3,271 | $2.23M | 0.63% | −15−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 3,274 | $2.24M | 0.09% | −251−7.1% | Reduced |
| RMR Wealth Builders | 3,291 | $2.25M | 0.19% | +215+7.0% | Added |
| Gateway Investment Advisers LLC | 3,300 | $2.25M | 0.02% | −136−4.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,300 | $2.25M | 1.09% | −2,500−43.1% | Reduced |
| Ellis Investment Partners, LLC | 3,334 | $2.28M | 0.41% | −10.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,335 | $2.28M | 0.02% | +367+12.4% | Added |
| Fairfield, Bush & Co. | 3,338 | $2.28M | 1.17% | −60−1.8% | Reduced |
| WSFS Capital Management, LLC | 3,340 | $2.28M | 0.11% | +2,153+181.4% | Added |
| Wedbush Securities Inc | 3,342 | $2.28M | 0.07% | +1,303+63.9% | Added |
| Tilia Fiduciary Partners, Inc. | 3,351 | $2.29M | 1.32% | +62+1.9% | Added |
| Penserra Capital Management LLC | 3,374 | $2.30M | 0.03% | −268−7.4% | Reduced |
| Everhart Financial Group, Inc. | 3,379 | $2.31M | 0.23% | +10.0% | Added |
| Berger Financial Group, Inc | 3,381 | $2.31M | 0.14% | −40−1.2% | Reduced |
| Boston Trust Walden Corp | 3,409 | $2.33M | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,411 | $2.33M | 0.05% | +15+0.4% | Added |
| Element Squared LLC | 3,420 | $2.34M | 1.33% | +3,420 | New |
| Sig Brokerage, LP | 3,434 | $2.35M | 0.59% | +3,434 | New |
| Venturi Wealth Management, LLC | 3,436 | $2.35M | 0.11% | −828−19.4% | Reduced |
| Savant Capital, LLC | 3,455 | $2.36M | 0.01% | −25−0.7% | Reduced |
| Aaron Wealth Advisors | 3,457 | $2.36M | 0.14% | +1,382+66.6% | Added |
| Ledyard National Bank | 3,478 | $2.38M | 0.21% | +38+1.1% | Added |
| BDF-Gestion | 3,498 | $2.39M | 0.28% | −729−17.2% | Reduced |
| Game Creek Capital, LP | 3,500 | $2.39M | 1.03% | +200+6.1% | Added |
| Circle Wealth Management, LLC | 3,501 | $2.39M | 0.05% | −341−8.9% | Reduced |
| Concord Wealth Partners | 3,503 | $2.39M | 0.33% | +692+24.6% | Added |
| IFP Advisors, Inc | 3,513 | $2.40M | 0.06% | −93−2.6% | Reduced |
| Naviter Wealth, LLC | 3,532 | $2.41M | 0.28% | +140+4.1% | Added |
| Concord Asset Management, LLC | 3,564 | $2.43M | 0.44% | +753+26.8% | Added |
| Willow Creek Wealth Management Inc. | 3,591 | $2.45M | 0.20% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,595 | $2.45M | 0.02% | +366+11.3% | Added |
| Calamos Wealth Management LLC | 3,599 | $2.46M | 0.09% | −40−1.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,603 | $2.46M | 0.30% | −143−3.8% | Reduced |
| Jacobi Capital Management LLC | 3,620 | $2.47M | 0.15% | +19+0.5% | Added |
| Caxton Associates LLP | 3,643 | $2.49M | 0.07% | −1,880−34.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,663 | $2.49M | 0.05% | −69−1.8% | Reduced |