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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 5,208 | $3.56M | 0.03% | +68+1.3% | Added |
| Oak Harvest Investment Services | 5,213 | $3.56M | 0.42% | +34+0.7% | Added |
| Roundview Capital LLC | 5,240 | $3.58M | 0.23% | +115+2.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,253 | $3.59M | 0.27% | −231−4.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,270 | $3.60M | 0.35% | +331+6.7% | Added |
| Advent International Corp | 5,318 | $3.63M | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,550 | $3.64M | 0.05% | −194−3.4% | Reduced |
| Logan Capital Management Inc | 5,334 | $3.64M | 0.15% | +145+2.8% | Added |
| First Bank & Trust | 5,350 | $3.65M | 0.61% | 00.0% | Unchanged |
| Equitable Trust Co | 5,357 | $3.66M | 0.17% | −77−1.4% | Reduced |
| Unique Wealth, LLC | 5,413 | $3.70M | 0.54% | −16−0.3% | Reduced |
| Monograph Wealth Advisors, LLC | 5,414 | $3.70M | 0.37% | −1,108−17.0% | Reduced |
| Ritholtz Wealth Management | 5,416 | $3.70M | 0.07% | +399+8.0% | Added |
| Decatur Capital Management, Inc. | 5,446 | $3.72M | 1.48% | +447+8.9% | Added |
| Two Point Capital Management, Inc. | 5,473 | $3.74M | 1.50% | −30−0.5% | Reduced |
| Dash Acquisitions Inc. | 5,743 | $3.77M | 0.75% | +5,743 | New |
| Principal Securities, Inc. | 5,537 | $3.78M | 0.06% | +856+18.3% | Added |
| L & S Advisors Inc | 5,541 | $3.78M | 0.36% | +97+1.8% | Added |
| Winton Group Ltd | 5,542 | $3.78M | 0.14% | +5,542 | New |
| Evergreen Capital Management LLC | 5,563 | $3.80M | 0.09% | +415+8.1% | Added |
| Karani Asset Management LLC | 5,573 | $3.81M | 3.25% | +148+2.7% | Added |
| Roberts Wealth Advisors, LLC | 5,612 | $3.83M | 1.02% | −43−0.8% | Reduced |
| Clearstead Advisors, LLC | 5,626 | $3.84M | 0.06% | +1,138+25.4% | Added |
| Kornitzer Capital Management Inc | 5,651 | $3.86M | 0.08% | +1,668+41.9% | Added |
| Hancock Whitney Corp | 5,657 | $3.86M | 0.07% | −81−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,665 | $3.87M | 0.07% | +80+1.4% | Added |
| Martin Capital Advisors, LLP | 5,702 | $3.89M | 2.35% | +10+0.2% | Added |
| Mather Group, LLC. | 5,737 | $3.92M | 0.04% | +133+2.4% | Added |
| Banque Pictet & Cie SA | 5,739 | $3.92M | 0.04% | +5,739 | New |
| S&CO Inc | 5,750 | $3.93M | 0.24% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,750 | $3.93M | 0.10% | +186+3.3% | Added |
| J.W. Cole Advisors, Inc. | 5,791 | $3.95M | 0.08% | −2,187−27.4% | Reduced |
| Hilltop Holdings Inc. | 5,831 | $3.98M | 0.21% | −151−2.5% | Reduced |
| GAMMA Investing LLC | 5,894 | $4.03M | 0.22% | +115+2.0% | Added |
| Scharf Investments, LLC | 5,906 | $4.03M | 0.10% | −83−1.4% | Reduced |
| Brasada Capital Management, LP | 5,927 | $4.04M | 0.69% | +271+4.8% | Added |
| Flputnam Investment Management Co | 5,931 | $4.05M | 0.06% | −80−1.3% | Reduced |
| Hohimer Wealth Management, LLC | 5,944 | $4.06M | 0.57% | −973−14.1% | Reduced |
| PFG Advisors | 5,948 | $4.06M | 0.17% | +792+15.4% | Added |
| Evoke Wealth, LLC | 5,963 | $4.07M | 0.08% | −1,111−15.7% | Reduced |
| TD Waterhouse Canada Inc. | 6,006 | $4.08M | 0.03% | −3,745−38.4% | Reduced |
| Silphium Asset Management Ltd | 5,982 | $4.09M | 1.21% | −2,456−29.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,014 | $4.11M | 0.26% | −17−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,023 | $4.11M | 0.23% | −143−2.3% | Reduced |
| Harbor Capital Advisors, Inc. | 6,024 | $4.11M | 0.32% | +87+1.5% | Added |
| Insight Wealth Strategies, LLC | 6,092 | $4.16M | 0.49% | +2,801+85.1% | Added |
| Signaturefd, LLC | 6,104 | $4.17M | 0.07% | +48+0.8% | Added |
| Perigon Wealth Management, LLC | 6,147 | $4.20M | 0.09% | +589+10.6% | Added |
| Private Capital Advisors, Inc. | 6,150 | $4.20M | 0.47% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,170 | $4.21M | 1.01% | −122−1.9% | Reduced |
| TD Private Client Wealth LLC | 6,182 | $4.22M | 0.10% | +85+1.4% | Added |
| Agf Management Ltd | 6,296 | $4.30M | 0.02% | +687+12.2% | Added |
| Legal Advantage Investments, Inc. | 6,301 | $4.30M | 1.94% | −600−8.7% | Reduced |
| MUFG Securities EMEA plc | 6,339 | $4.33M | 0.11% | +3,314+109.6% | Added |
| Reuter James Wealth Management, LLC | 6,364 | $4.35M | 0.62% | +9+0.1% | Added |
| Parsons Capital Management Inc | 6,401 | $4.37M | 0.25% | −56−0.9% | Reduced |
| Cypress Capital Group | 6,420 | $4.38M | 0.52% | −30.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,442 | $4.40M | 0.08% | +138+2.2% | Added |
| Everence Capital Management Inc | 6,540 | $4.47M | 0.27% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 6,600 | $4.51M | 0.01% | −420,100−98.5% | Reduced |
| Quadrant Capital Group LLC | 6,618 | $4.52M | 0.15% | +10+0.2% | Added |
| Meeder Advisory Services, Inc. | 6,669 | $4.55M | 0.21% | −6−0.1% | Reduced |
| Alps Advisors Inc | 6,690 | $4.57M | 0.03% | +729+12.2% | Added |
| Pitcairn Co | 6,753 | $4.61M | 0.36% | −2,654−28.2% | Reduced |
| Independent Advisor Alliance | 6,767 | $4.62M | 0.12% | −3,391−33.4% | Reduced |
| ABN AMRO Bank N.V. | 6,817 | $4.64M | 0.05% | +1,467+27.4% | Added |
| Princeton Global Asset Management LLC | 6,803 | $4.65M | 0.77% | +2,686+65.2% | Added |
| Phoenix Holdings Ltd. | 6,839 | $4.67M | 0.06% | −7,022−50.7% | Reduced |
| LGT Fund Management Co Ltd. | 6,907 | $4.69M | 0.38% | +1,408+25.6% | Added |
| Stokes Capital Advisors, LLC | 6,874 | $4.69M | 1.09% | −54−0.8% | Reduced |
| Watchman Group, Inc. | 6,894 | $4.71M | 1.14% | +47+0.7% | Added |
| Vise Technologies, Inc. | 6,930 | $4.73M | 0.18% | +539+8.4% | Added |
| Cohen Investment Advisors LLC | 6,939 | $4.74M | 2.30% | +185+2.7% | Added |
| Gamco Investors, Inc. Et Al | 6,947 | $4.74M | 0.05% | −45−0.6% | Reduced |
| Interval Partners, LP | 7,000 | $4.78M | 0.10% | −8,902−56.0% | Reduced |
| Ostrum Asset Management | 7,001 | $4.78M | 0.21% | +2,858+69.0% | Added |
| Dorsey Wright & Associates | 7,020 | $4.79M | 1.07% | +370+5.6% | Added |
| Thompson Siegel & Walmsley LLC | 7,027 | $4.80M | 0.08% | +7,027 | New |
| Fukoku Mutual Life Insurance Co | 7,037 | $4.81M | 0.30% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,046 | $4.81M | 0.48% | −17,461−71.2% | Reduced |
| Leonteq Securities AG | 7,048 | $4.81M | 0.26% | +6,447+1,072.7% | Added |
| Twin Capital Management Inc | 7,082 | $4.84M | 0.61% | −2,321−24.7% | Reduced |
| Bogart Wealth, LLC | 7,105 | $4.85M | 0.20% | +7,031+9,501.4% | Added |
| Mission Creek Capital Partners, Inc. | 7,122 | $4.86M | 0.96% | +961+15.6% | Added |
| Allen Capital Group, LLC | 7,136 | $4.87M | 0.47% | +859+13.7% | Added |
| Whitford Management LLC | 7,168 | $4.90M | 4.93% | +2,290+46.9% | Added |
| Axxcess Wealth Management, LLC | 7,171 | $4.90M | 0.10% | −854−10.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,186 | $4.91M | 0.32% | −242−3.3% | Reduced |
| Baer Investment Advisory LLC | 7,332 | $5.01M | 6.26% | +2,745+59.8% | Added |
| Employees Retirement System of Texas | 7,389 | $5.05M | 0.04% | +2,923+65.5% | Added |
| Redmond Asset Management, LLC | 7,459 | $5.09M | 1.25% | −103−1.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,475 | $5.10M | 2.93% | −40−0.5% | Reduced |
| MUFG Securities Americas Inc. | 7,522 | $5.14M | 0.33% | +1,326+21.4% | Added |
| Commerzbank Aktiengesellschaft | 7,564 | $5.17M | 0.11% | +5,222+223.0% | Added |
| Sand Hill Global Advisors, LLC | 7,578 | $5.17M | 0.18% | −153−2.0% | Reduced |
| Insight Holdings Group, LLC | 7,600 | $5.19M | 0.32% | −3,800−33.3% | Reduced |
| Howard Capital Management Inc. | 7,606 | $5.19M | 0.07% | −78−1.0% | Reduced |
| Evergreen Private Wealth LLC | 7,675 | $5.24M | 2.12% | −140−1.8% | Reduced |
| Accuvest Global Advisors | 7,729 | $5.28M | 3.29% | +7,729 | New |
| First Western Trust Bank | 7,747 | $5.29M | 0.24% | −342−4.2% | Reduced |