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
- 2,199
- +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
- 722 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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 32 | $21.9K | 0.00% | +2+6.7% | Added |
| Imprint Wealth LLC | 34 | $23.2K | 0.07% | +34 | New |
| Barnes Dennig Private Wealth Management LLC | 35 | $23.9K | 0.03% | −138−79.8% | Reduced |
| Tompkins Financial Corp | 35 | $23.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $23.9K | 0.00% | +3+9.4% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $24.1K | 0.00% | −313−89.9% | Reduced |
| Sagard Holdings Management Inc. | 36 | $24.6K | 0.12% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 40 | $27.3K | 0.06% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $27.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $27.3K | 0.00% | −71−64.0% | Reduced |
| Toth Financial Advisory Corp | 41 | $27.9K | 0.00% | −20−32.8% | Reduced |
| Fairscale Capital, LLC | 41 | $28.0K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 41 | $28.1K | 0.00% | +15+57.7% | Added |
| Ogorek Anthony Joseph | 45 | $30.0K | 0.01% | −1−2.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 45 | $30.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 47 | $32.1K | 0.01% | +27+135.0% | Added |
| MCF Advisors LLC | 47 | $32.1K | 0.00% | +8+20.5% | Added |
| Pin Oak Investment Advisors Inc | 48 | $32.8K | 0.02% | +48 | New |
| True Wealth Design, LLC | 49 | $33.2K | 0.01% | +12+32.4% | Added |
| RMG Wealth Management LLC | 49 | $33.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $33.5K | 0.02% | +4+8.9% | Added |
| City State Bank | 50 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $34.1K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $34.1K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 51 | $34.8K | 0.02% | +21+70.0% | Added |
| TruNorth Capital Management, LLC | 52 | $35.5K | 0.01% | +52 | New |
| Avion Wealth | 54 | $36.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $36.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $36.9K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 55 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $38.2K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 56 | $38.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 57 | $38.9K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 59 | $40.3K | 0.03% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 60 | $41.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $41.0K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 60 | $41.0K | 0.08% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 62 | $42.3K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 62 | $42.3K | 0.00% | +1+1.6% | Added |
| Quaker Wealth Management, LLC | 63 | $43.0K | 0.01% | +1+1.6% | Added |
| Piscataqua Savings Bank | 65 | $44.4K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $44.4K | 0.00% | +4+6.6% | Added |
| Atwood & Palmer Inc | 67 | $45.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 67 | $45.8K | 0.01% | +5+8.1% | Added |
| First United Bank Trust | 68 | $46.4K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 70 | $47.8K | 0.00% | +20+40.0% | Added |
| DecisionPoint Financial, LLC | 71 | $48.2K | 0.01% | −34−32.4% | Reduced |
| Rialto Wealth Management, LLC | 71 | $48.5K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 72 | $49.2K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $51.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 75 | $51.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 76 | $51.9K | 0.00% | +4+5.6% | Added |
| Westside Investment Management, Inc. | 77 | $52.3K | 0.01% | +43+126.5% | Added |
| Raleigh Capital Management Inc. | 78 | $53.2K | 0.02% | −4−4.9% | Reduced |
| Sachetta, LLC | 78 | $53.3K | 0.02% | +15+23.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 81 | $55.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 81 | $55.5K | 0.04% | +81 | New |
| Accredited Wealth Management, LLC | 300 | $56.7K | 0.04% | +217+261.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 83 | $56.7K | 0.01% | +83 | New |
| Ransom Advisory, Ltd | 84 | $57.4K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 85 | $57.8K | 0.01% | −3−3.4% | Reduced |
| Hughes Financial Services, LLC | 89 | $58.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $58.6K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 86 | $58.7K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 89 | $60.8K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 90 | $61.6K | 0.04% | −1−1.1% | Reduced |
| Clear Street Markets LLC | 91 | $62.1K | 0.02% | +91 | New |
| Rakuten Securities, Inc. | 94 | $64.2K | 0.02% | +20+27.0% | Added |
| SJS Investment Consulting Inc. | 95 | $64.9K | 0.01% | +92+3,066.7% | Added |
| Medallion Wealth Advisors, LLC | 97 | $66.2K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 98 | $66.9K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $68.0K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 103 | $70.3K | 0.04% | +2+2.0% | Added |
| TD Capital Management LLC | 105 | $71.8K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 107 | $73.1K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 107 | $73.2K | 0.02% | +10+10.3% | Added |
| Financial Management Professionals, Inc. | 108 | $73.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 108 | $73.8K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 110 | $75.2K | 0.06% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 115 | $78.5K | 0.06% | +115 | New |
| Islay Capital Management, LLC | 117 | $79.9K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 117 | $80.0K | 0.03% | +13+12.5% | Added |
| Deseret Mutual Benefit Administrators | 124 | $84.7K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 124 | $84.7K | 0.12% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 125 | $85.0K | 0.04% | +125 | New |
| Anfield Capital Management, LLC | 126 | $86.0K | 0.03% | +1+0.8% | Added |
| First Pacific Financial | 130 | $88.9K | 0.01% | +107+465.2% | Added |
| Curio Wealth, LLC | 134 | $91.5K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 135 | $92.2K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 140 | $92.6K | 0.06% | −11−7.3% | Reduced |
| Private Wealth Management Group, LLC | 141 | $96.3K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 141 | $96.3K | 0.01% | +141 | New |
| Provenance Wealth Advisors, LLC | 143 | $97.7K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 144 | $98.3K | 0.02% | +144 | New |
| Ofi Invest Asset Management | 174 | $101.1K | 0.00% | +7+4.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $102.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 152 | $103.8K | 0.02% | +6+4.1% | Added |
| Coastline Trust Co | 153 | $104.5K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 154 | $105.2K | 0.00% | −278−64.4% | Reduced |