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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 3,653 | $2.50M | 0.12% | +147+4.2% | Added |
| Savvy Advisors, Inc. | 3,711 | $2.53M | 0.12% | +305+9.0% | Added |
| AlphaCore Capital LLC | 3,722 | $2.54M | 0.09% | +487+15.1% | Added |
| Sagespring Wealth Partners, LLC | 3,735 | $2.55M | 0.05% | −152−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,776 | $2.58M | 0.10% | +324+9.4% | Added |
| Rakuten Investment Management, Inc. | 8,308 | $2.58M | 0.01% | +8,308 | New |
| Harfst & Associates, Inc. | 3,796 | $2.59M | 0.48% | +31+0.8% | Added |
| Summit Financial, LLC | 3,801 | $2.60M | 0.04% | +88+2.4% | Added |
| Norden Group LLC | 3,809 | $2.60M | 0.26% | +1,579+70.8% | Added |
| Essex Investment Management Co LLC | 3,814 | $2.60M | 0.40% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,818 | $2.61M | 0.08% | +194+5.4% | Added |
| Lighthouse Investment Partners, LLC | 3,820 | $2.61M | 0.09% | +3,820 | New |
| Inlet Private Wealth, LLC | 3,842 | $2.62M | 0.59% | +22+0.6% | Added |
| Landscape Capital Management, L.L.C. | 3,865 | $2.64M | 0.17% | −2,137−35.6% | Reduced |
| Spears Abacus Advisors LLC | 3,868 | $2.64M | 0.05% | +16+0.4% | Added |
| Groupama Asset Managment | 3,874 | $2.65M | 0.04% | +2,063+113.9% | Added |
| Skopos Labs, Inc. | 3,432 | $2.66M | 0.36% | −134−3.8% | Reduced |
| Ossiam | 3,918 | $2.68M | 0.03% | −370−8.6% | Reduced |
| AXS Investments LLC | 3,930 | $2.68M | 0.85% | +158+4.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,941 | $2.69M | 0.35% | +115+3.0% | Added |
| Value Partners Investments Inc. | 3,946 | $2.69M | 0.22% | +80+2.1% | Added |
| Checchi Capital Advisers, LLC | 3,958 | $2.70M | 0.19% | −529−11.8% | Reduced |
| Syon Capital LLC | 3,970 | $2.71M | 0.15% | +350+9.7% | Added |
| Sofos Investments, Inc. | 3,985 | $2.72M | 0.54% | +3,985 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.73M | 0.67% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,011 | $2.74M | 0.48% | −1,619−28.8% | Reduced |
| Cache Advisors, LLC | 4,017 | $2.74M | 0.48% | 00.0% | Unchanged |
| Old National Bancorp | 4,030 | $2.75M | 0.05% | −76−1.9% | Reduced |
| MIG Capital, LLC | 4,043 | $2.76M | 0.40% | +1,317+48.3% | Added |
| Angeles Wealth Management, LLC | 4,069 | $2.78M | 0.17% | +3,199+367.7% | Added |
| Freedom Day Solutions, LLC | 4,090 | $2.79M | 0.76% | +70+1.7% | Added |
| Brown Brothers Harriman & Co | 4,105 | $2.80M | 0.02% | −1,250−23.3% | Reduced |
| Cloverfields Capital Group, LP | 4,148 | $2.83M | 0.89% | +17+0.4% | Added |
| Scott & Selber, Inc. | 4,155 | $2.84M | 0.72% | −85−2.0% | Reduced |
| Diversify Advisory Services, LLC | 4,200 | $2.84M | 0.10% | +415+11.0% | Added |
| Wedmont Private Capital | 4,316 | $2.84M | 0.11% | +20.0% | Added |
| Baader Bank INC | 4,190 | $2.84M | 0.24% | −776−15.6% | Reduced |
| Brighton Jones LLC | 4,194 | $2.86M | 0.07% | +142+3.5% | Added |
| Caisse des Depots Et Consignations | 4,219 | $2.88M | 0.12% | +3,328+373.5% | Added |
| Herold Advisors, Inc. | 4,232 | $2.89M | 0.67% | +851+25.2% | Added |
| STF Management LP | 4,235 | $2.89M | 1.07% | −111−2.6% | Reduced |
| Spire Wealth Management | 4,249 | $2.90M | 0.10% | −5,352−55.7% | Reduced |
| Sanders Morris Harris LLC | 4,271 | $2.92M | 0.38% | +4,271 | New |
| Buckingham Strategic Partners | 4,354 | $2.92M | 0.03% | +1,053+31.9% | Added |
| Argonautica Private Wealth Management, Inc | 4,282 | $2.92M | 0.85% | +6+0.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,283 | $2.92M | 0.31% | +788+22.5% | Added |
| Petredis Investment Advisors LLC | 4,290 | $2.93M | 0.24% | −60−1.4% | Reduced |
| Prospera Financial Services Inc | 4,294 | $2.93M | 0.05% | +683+18.9% | Added |
| Peloton Wealth Strategists | 4,299 | $2.94M | 1.15% | −163−3.7% | Reduced |
| Brevan Howard Capital Management LP | 4,335 | $2.96M | 0.04% | −9,995−69.7% | Reduced |
| Ironwood Financial, llc | 4,336 | $2.96M | 0.52% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 4,352 | $2.97M | 0.05% | −1,786−29.1% | Reduced |
| Krilogy Financial LLC | 4,540 | $2.98M | 0.11% | +4,540 | New |
| Jain Global LLC | 4,392 | $3.00M | 0.04% | +4,392 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,400 | $3.00M | 0.11% | +2,400+120.0% | Added |
| Avestar Capital, LLC | 4,401 | $3.01M | 0.21% | −208−4.5% | Reduced |
| Capital Asset Advisory Services LLC | 4,408 | $3.01M | 0.13% | −196−4.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,431 | $3.03M | 0.33% | +634+16.7% | Added |
| MV Capital Management, Inc. | 4,432 | $3.03M | 0.29% | +337+8.2% | Added |
| Mission Wealth Management, LP | 4,433 | $3.03M | 0.06% | −4,140−48.3% | Reduced |
| Chatham Capital Group, Inc. | 4,493 | $3.07M | 0.44% | −32−0.7% | Reduced |
| Allworth Financial LP | 4,519 | $3.09M | 0.01% | −1,149−20.3% | Reduced |
| Adviser Investments LLC | 4,568 | $3.12M | 0.04% | +953+26.4% | Added |
| Chilton Investment Co LLC | 4,592 | $3.14M | 0.06% | +123+2.8% | Added |
| RVW Wealth, LLC | 4,597 | $3.14M | 0.25% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,612 | $3.15M | 0.06% | +2,350+103.9% | Added |
| Lord, Abbett & Co. LLC | 4,618 | $3.15M | 0.01% | −49,406−91.5% | Reduced |
| NorthRock Partners, LLC | 4,629 | $3.16M | 0.06% | +985+27.0% | Added |
| Biltmore Family Office, LLC | 4,635 | $3.17M | 0.45% | +47+1.0% | Added |
| Dark Forest Capital Management LP | 4,661 | $3.18M | 0.12% | −3,681−44.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,665 | $3.19M | 0.57% | +83+1.8% | Added |
| Illumine Investment Management, LLC | 4,666 | $3.19M | 2.27% | −110−2.3% | Reduced |
| Fairbanks Capital Management, Inc. | 4,673 | $3.19M | 1.73% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 4,715 | $3.22M | 1.28% | −85−1.8% | Reduced |
| Twin Tree Management, LP | 4,759 | $3.25M | 0.15% | +4,759 | New |
| City Holding Co | 4,760 | $3.25M | 0.41% | −652−12.0% | Reduced |
| Harrington Investments, INC | 4,794 | $3.27M | 1.63% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,795 | $3.27M | 0.73% | −75−1.5% | Reduced |
| Pacific Point Advisors, LLC | 4,830 | $3.30M | 1.92% | −600−11.0% | Reduced |
| Mirova US LLC | 4,851 | $3.31M | 0.03% | +1,633+50.7% | Added |
| Welch & Forbes LLC | 4,851 | $3.31M | 0.04% | −13−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 4,880 | $3.33M | 0.21% | −17−0.3% | Reduced |
| Smartleaf Asset Management LLC | 4,804 | $3.34M | 0.21% | +942+24.4% | Added |
| Icon Wealth Advisors, LLC | 4,895 | $3.34M | 0.23% | +2,193+81.2% | Added |
| Ocean Capital Management, LLC | 4,932 | $3.37M | 0.68% | −896−15.4% | Reduced |
| Guardian Partners Inc. | 4,967 | $3.38M | 0.29% | +62+1.3% | Added |
| Katamaran Capital LLP | 4,975 | $3.40M | 3.10% | +4,975 | New |
| Davidson Capital Management Inc. | 4,980 | $3.40M | 0.76% | −14−0.3% | Reduced |
| Scotia Capital Inc. | 4,992 | $3.41M | 0.01% | −418−7.7% | Reduced |
| Viking Fund Management LLC | 5,000 | $3.41M | 0.41% | 00.0% | Unchanged |
| Central Trust Co | 5,000 | $3.41M | 0.07% | −31−0.6% | Reduced |
| GTS Securities LLC | 5,057 | $3.45M | 0.13% | +4,148+456.3% | Added |
| S.A. Mason LLC | 5,135 | $3.51M | 1.55% | 00.0% | Unchanged |
| Ted Buchan & Co | 5,151 | $3.52M | 1.38% | +869+20.3% | Added |
| Synovus Financial Corp | 5,155 | $3.52M | 0.04% | +1,556+43.2% | Added |
| Long Road Investment Counsel, LLC | 5,170 | $3.53M | 1.25% | 00.0% | Unchanged |
| Guardian Capital LP | 5,171 | $3.53M | 0.11% | −96−1.8% | Reduced |
| Rational Advisors LLC | 5,180 | $3.54M | 0.35% | +5,108+7,094.4% | Added |
| Ballentine Partners, LLC | 5,191 | $3.54M | 0.05% | −19−0.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,202 | $3.55M | 0.45% | −49−0.9% | Reduced |