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 |
|---|---|---|---|---|---|
| Trajan Wealth LLC | 30,698 | $21.0M | 0.91% | −1,404−4.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 30,726 | $21.0M | 0.08% | +8,291+37.0% | Added |
| Hillman Co | 30,968 | $21.1M | 6.53% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 31,361 | $21.4M | 1.28% | +158+0.5% | Added |
| L1 Capital International Pty Ltd | 31,476 | $21.5M | 4.49% | +9,743+44.8% | Added |
| Ethic Inc. | 31,544 | $21.5M | 0.35% | +260+0.8% | Added |
| Bridges Investment Management Inc | 31,625 | $21.6M | 0.28% | +346+1.1% | Added |
| Oregon Public Employees Retirement Fund | 31,852 | $21.8M | 0.28% | +7,700+31.9% | Added |
| Hantz Financial Services, Inc. | 31,871 | $21.8M | 0.33% | +10,661+50.3% | Added |
| GWM Advisors LLC | 32,309 | $22.1M | 0.10% | +1,948+6.4% | Added |
| Tiaa Trust, National Association | 32,318 | $22.1M | 0.05% | −15,545−32.5% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 32,567 | $22.2M | 1.20% | +32,567 | New |
| Lido Advisors, LLC | 32,606 | $22.3M | 0.09% | −4,007−10.9% | Reduced |
| Bailard, Inc. | 32,777 | $22.4M | 0.49% | +316+1.0% | Added |
| Yousif Capital Management, LLC | 32,805 | $22.4M | 0.24% | −1,503−4.4% | Reduced |
| Lyell Wealth Management, LP | 33,084 | $22.6M | 1.68% | +1,409+4.4% | Added |
| iA Global Asset Management Inc. | 33,368 | $22.8M | 0.31% | +2,092+6.7% | Added |
| 1832 Asset Management L.P. | 33,561 | $22.9M | 0.04% | +13,834+70.1% | Added |
| Nearwater Capital Markets, Ltd | 33,600 | $22.9M | 0.31% | +20,600+158.5% | Added |
| Regions Financial Corp | 33,652 | $23.0M | 0.15% | −1,735−4.9% | Reduced |
| Janney Montgomery Scott LLC | 33,668 | $23.0M | 0.05% | +1,491+4.6% | Added |
| Brinker Capital Investments, LLC | 33,688 | $23.0M | 0.18% | −1,068−3.1% | Reduced |
| Geneva Capital Management LLC | 33,793 | $23.1M | 0.40% | −1,605−4.5% | Reduced |
| Mutual of America Capital Management LLC | 33,929 | $23.2M | 0.24% | −1,892−5.3% | Reduced |
| Addenda Capital Inc. | 33,931 | $23.2M | 0.69% | +10,180+42.9% | Added |
| Sit Investment Associates Inc | 34,012 | $23.2M | 0.47% | +2,812+9.0% | Added |
| Andra AP-fonden | 34,144 | $23.3M | 0.30% | +16,800+96.9% | Added |
| Harvest Portfolios Group Inc. | 34,215 | $23.4M | 0.43% | −2,313−6.3% | Reduced |
| ASR Vermogensbeheer N.V. | 34,490 | $23.6M | 0.29% | −175−0.5% | Reduced |
| Louisiana State Employees Retirement System | 34,900 | $23.8M | 0.40% | −300−0.9% | Reduced |
| Moran Wealth Management, LLC | 35,879 | $24.5M | 0.74% | −1,581−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 35,938 | $24.5M | 0.09% | −872−2.4% | Reduced |
| Meridiem Capital Partners LP | 35,987 | $24.6M | 1.69% | +35,987 | New |
| State of Alaska, Department of Revenue | 36,052 | $24.6M | 0.25% | +4,644+14.8% | Added |
| CWM, LLC | 36,436 | $24.9M | 0.07% | +10,520+40.6% | Added |
| MML Investors Services, LLC | 36,449 | $24.9M | 0.07% | +4,062+12.5% | Added |
| Aptus Capital Advisors, LLC | 36,787 | $25.1M | 0.23% | +1,594+4.5% | Added |
| Close Asset Management Ltd | 36,877 | $25.2M | 0.56% | +30,254+456.8% | Added |
| Umb Bank N A | 37,175 | $25.4M | 0.37% | −1,027−2.7% | Reduced |
| Rockland Trust Co | 37,230 | $25.4M | 1.04% | +200+0.5% | Added |
| Ci Investments Inc. | 37,351 | $25.5M | 0.09% | +5,688+18.0% | Added |
| Teachers Retirement System of the State of Kentucky | 37,377 | $25.5M | 0.19% | +442+1.2% | Added |
| Elo Mutual Pension Insurance Co | 37,584 | $25.7M | 0.42% | +72+0.2% | Added |
| Tran Capital Management, L.P. | 37,981 | $25.9M | 3.10% | −3,121−7.6% | Reduced |
| Commonwealth Equity Services, LLC | 38,220 | $26.1M | 0.03% | −884−2.3% | Reduced |
| Renaissance Group LLC | 38,282 | $26.1M | 0.99% | −7,057−15.6% | Reduced |
| Rockefeller Capital Management L.P. | 38,394 | $26.2M | 0.05% | +5,308+16.0% | Added |
| Mercer Global Advisors Inc | 38,733 | $26.5M | 0.04% | −255−0.7% | Reduced |
| Nan Fung Trinity (HK) Ltd | 39,070 | $26.7M | 2.66% | +3,300+9.2% | Added |
| Prudential PLC | 39,159 | $26.7M | 0.20% | +576+1.5% | Added |
| McDaniel Terry & Co | 39,280 | $26.8M | 2.16% | +70.0% | Added |
| Talbot Financial, LLC | 39,409 | $26.9M | 2.28% | +2,988+8.2% | Added |
| United Capital Financial Advisers, LLC | 39,647 | $27.1M | 0.19% | −6,293−13.7% | Reduced |
| Steel Peak Wealth Management LLC | 40,207 | $27.5M | 0.92% | +22,262+124.1% | Added |
| Federated Hermes, Inc. | 40,214 | $27.5M | 0.05% | +15,340+61.7% | Added |
| Wendell David Associates Inc | 40,374 | $27.6M | 2.72% | +457+1.1% | Added |
| Wilson Asset Management (International) Pty Ltd | 40,405 | $27.6M | 6.83% | +4,568+12.7% | Added |
| Trinity Street Asset Management LLP | 40,766 | $27.8M | 1.90% | −167−0.4% | Reduced |
| New York Life Investment Management LLC | 40,791 | $27.9M | 0.24% | −1,039−2.5% | Reduced |
| Battery Global Advisors, LLC | 40,956 | $28.0M | 13.15% | −1,241−2.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 42,107 | $28.8M | 1.21% | −444−1.0% | Reduced |
| Factory Mutual Insurance Co | 42,200 | $28.8M | 0.28% | 00.0% | Unchanged |
| Zacks Investment Management | 42,250 | $28.9M | 0.23% | +1,014+2.5% | Added |
| Achmea Investment Management B.V. | 42,311 | $28.9M | 0.36% | +419+1.0% | Added |
| Wealthfront Advisers LLC | 42,462 | $29.0M | 0.07% | −40−0.1% | Reduced |
| JustInvest LLC | 42,683 | $29.2M | 0.30% | −956−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 42,885 | $29.2M | 0.04% | +6,769+18.7% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $29.3M | 0.22% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 43,244 | $29.5M | 0.98% | −392−0.9% | Reduced |
| Argent Capital Management LLC | 43,588 | $29.8M | 0.81% | +649+1.5% | Added |
| Davidson Investment Advisors | 43,627 | $29.8M | 1.26% | +228+0.5% | Added |
| Dundas Partners LLP | 43,762 | $29.9M | 2.11% | +6,874+18.6% | Added |
| Generate Investment Management Ltd | 43,777 | $29.9M | 1.52% | +43,777 | New |
| Osterweis Capital Management Inc | 43,896 | $30.0M | 1.35% | +622+1.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 44,036 | $30.1M | 0.24% | +2,568+6.2% | Added |
| Shelton Capital Management | 44,431 | $30.3M | 0.65% | +2,975+7.2% | Added |
| USS Investment Management Ltd | 44,495 | $30.4M | 0.15% | −200.0% | Reduced |
| Sterling Capital Management LLC | 45,013 | $30.7M | 0.45% | −5,759−11.3% | Reduced |
| Varma Mutual Pension Insurance Co | 45,058 | $30.8M | 0.20% | +3,600+8.7% | Added |
| Utah Retirement Systems | 45,087 | $30.8M | 0.30% | +60+0.1% | Added |
| M&T Bank Corp | 45,248 | $30.9M | 0.10% | −6,364−12.3% | Reduced |
| London & Capital Asset Management Ltd | 46,215 | $31.6M | 2.25% | +12,586+37.4% | Added |
| Randolph Co Inc | 46,458 | $31.7M | 3.08% | +31+0.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 46,637 | $31.8M | 0.56% | +3,655+8.5% | Added |
| Hamilton Capital Partners Inc. | 46,983 | $32.1M | 1.33% | +4,829+11.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,895 | $32.2M | 0.05% | +9,566+24.3% | Added |
| Martingale Asset Management L P | 47,121 | $32.2M | 0.81% | −3,292−6.5% | Reduced |
| Troy Asset Management Ltd | 47,247 | $32.3M | 0.83% | +316+0.7% | Added |
| Crossmark Global Holdings, Inc. | 47,629 | $32.5M | 0.49% | +6,503+15.8% | Added |
| Fifth Third Bancorp | 48,121 | $32.9M | 0.11% | +90+0.2% | Added |
| Milestone Resources Group Ltd | 48,454 | $33.1M | 1.66% | −123,650−71.8% | Reduced |
| CIBC Bancorp USA Inc. | 48,699 | $33.3M | 0.20% | +48,699 | New |
| Haverford Trust Co | 48,743 | $33.3M | 0.30% | −1,978−3.9% | Reduced |
| Aureus Asset Management, LLC | 48,893 | $33.4M | 2.17% | +38,983+393.4% | Added |
| Oppenheimer Asset Management Inc. | 49,277 | $33.7M | 0.37% | +7,582+18.2% | Added |
| North Star Asset Management Inc | 49,303 | $33.7M | 1.37% | −200−0.4% | Reduced |
| Dearborn Partners LLC | 49,417 | $33.7M | 1.58% | −712−1.4% | Reduced |
| Marshall Wace, LLP | 49,595 | $33.9M | 0.04% | −168,326−77.2% | Reduced |
| Svenska Handelsbanken AB (publ) | 49,609 | $33.9M | 11.86% | +49,609 | New |
| Ardmore Road Asset Management LP | 50,000 | $34.1M | 2.21% | +50,000 | New |