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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 159 | $108.6K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 160 | $109.3K | 0.19% | −4−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 161 | $109.9K | 0.01% | +7+4.5% | Added |
| Optiver Holding B.V. | 161 | $109.9K | 0.00% | +161 | New |
| Alpine Bank Wealth Management | 162 | $110.6K | 0.02% | +1+0.6% | Added |
| Private Wealth Asset Management, LLC | 163 | $111.3K | 0.01% | −8−4.7% | Reduced |
| S&T Bank | 165 | $112.7K | 0.03% | 00.0% | Unchanged |
| Guerra Advisors Inc | 172 | $117.5K | 0.04% | +172 | New |
| Indiana Trust & Investment Management CO | 180 | $122.9K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 180 | $123.0K | 0.01% | +34+23.3% | Added |
| Avalon Trust Co | 183 | $125.0K | 0.01% | +6+3.4% | Added |
| Abich Financial Wealth Management LLC | 186 | $127.0K | 0.05% | +186 | New |
| General Partner, Inc. | 187 | $127.7K | 0.07% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $131.8K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $134.5K | 0.07% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 199 | $135.9K | 0.09% | +1+0.5% | Added |
| Berbice Capital Management LLC | 200 | $136.6K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 202 | $138.0K | 0.00% | +16+8.6% | Added |
| Ameriflex Group, Inc. | 206 | $140.7K | 0.05% | +206 | New |
| Cornerstone Planning Group LLC | 217 | $142.6K | 0.02% | +11+5.3% | Added |
| St Germain D J Co Inc | 210 | $143.4K | 0.01% | +3+1.4% | Added |
| North Capital, Inc. | 212 | $144.8K | 0.11% | +6+2.9% | Added |
| AdvisorNet Financial, Inc | 212 | $144.9K | 0.01% | −74−25.9% | Reduced |
| Salomon & Ludwin, LLC | 214 | $145.5K | 0.01% | +120+127.7% | Added |
| Horizon Bancorp Inc | 215 | $147.0K | 0.07% | +87+68.0% | Added |
| Corsicana & Co. | 217 | $148.2K | 0.08% | +217 | New |
| Family Capital Trust Co | 219 | $149.6K | 0.05% | +219 | New |
| Delta Asset Management LLC | 228 | $155.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 231 | $157.8K | 0.15% | −9−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 233 | $159.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 239 | $163.1K | 0.05% | +12+5.3% | Added |
| Wellington Shields & Co., LLC | 239 | $163.2K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 242 | $165.2K | 0.33% | −2,301−90.5% | Reduced |
| Financial Network Wealth Advisors LLC | 242 | $165.3K | 0.18% | +33+15.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 248 | $169.4K | 0.10% | +117+89.3% | Added |
| Rise Advisors, LLC | 250 | $170.7K | 0.06% | +7+2.9% | Added |
| Washington Trust Advisors, Inc. | 255 | $173.9K | 0.01% | −13−4.9% | Reduced |
| Glen Eagle Advisors, LLC | 256 | $175.0K | 0.02% | +6+2.4% | Added |
| ORG Wealth Partners, LLC | 260 | $177.5K | 0.04% | +248+2,066.7% | Added |
| Murphy & Mullick Capital Management Corp | 269 | $183.7K | 0.14% | 00.0% | Unchanged |
| Group One Trading, L.P. | 274 | $187.1K | 0.01% | +274 | New |
| Center for Financial Planning, Inc. | 283 | $193.3K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 287 | $196.1K | 0.05% | +287 | New |
| Root Financial Partners, LLC | 290 | $198.0K | 0.01% | −228−44.0% | Reduced |
| Ironvine Capital Partners, LLC | 293 | $200.1K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 293 | $200.1K | 0.07% | −23−7.3% | Reduced |
| DT Investment Partners, LLC | 295 | $201.5K | 0.02% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 296 | $202.1K | 0.01% | +6+2.1% | Added |
| Global Financial Private Client, LLC | 296 | $202.1K | 0.07% | +18+6.5% | Added |
| Vaughan David Investments LLC | 297 | $203.0K | 0.00% | 00.0% | Unchanged |
| North Forty Two & Co. | 298 | $203.5K | 0.20% | −50−14.4% | Reduced |
| Brown Wealth Management, LLC | 299 | $204.2K | 0.06% | −9−2.9% | Reduced |
| Kesler, Norman & Wride, LLC | 326 | $204.8K | 0.04% | +326 | New |
| Texas Yale Capital Corp. | 300 | $204.9K | 0.01% | −90−23.1% | Reduced |
| Silver Lake Advisory, LLC | 300 | $204.9K | 0.08% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 300 | $204.9K | 0.13% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 300 | $204.9K | 0.00% | +300 | New |
| Prakash Investment Advisors LLC | 300 | $204.9K | 0.15% | +300 | New |
| Cohen & Steers, Inc. | 300 | $205.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 301 | $205.6K | 0.29% | +301 | New |
| 49 Wealth Management, LLC | 301 | $205.6K | 0.02% | +301 | New |
| Foronjy Financial LLC | 301 | $205.7K | 0.09% | −10−3.2% | Reduced |
| Convergence Investment Partners, LLC | 301 | $205.7K | 0.05% | 00.0% | Unchanged |
| Burton Enright Welch | 303 | $206.9K | 0.03% | +13+4.5% | Added |
| Bell Bank | 304 | $207.6K | 0.01% | −2−0.7% | Reduced |
| Autumn Glory Partners, LLC | 304 | $207.6K | 0.09% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 305 | $208.3K | 0.03% | −1−0.3% | Reduced |
| Iron Financial, LLC | 305 | $208.3K | 0.10% | +305 | New |
| Advyzon Investment Management, LLC | 305 | $208.3K | 0.04% | +305 | New |
| Azzad Asset Management Inc | 306 | $208.8K | 0.02% | −37−10.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 307 | $209.7K | 0.07% | −37−10.8% | Reduced |
| Intelligence Driven Advisers, LLC | 307 | $209.9K | 0.03% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 308 | $210.3K | 0.05% | +308 | New |
| Wealthstream Advisors, Inc. | 308 | $210.3K | 0.03% | −4−1.3% | Reduced |
| Optivise Advisory Services LLC | 309 | $210.9K | 0.13% | −37−10.7% | Reduced |
| Hemington Wealth Management | 309 | $211.0K | 0.03% | −2−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 310 | $211.7K | 0.01% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 310 | $211.7K | 0.03% | +310 | New |
| Aspiriant, LLC | 310 | $211.9K | 0.01% | −57−15.5% | Reduced |
| Consilio Wealth Advisors, LLC | 313 | $213.8K | 0.07% | +4+1.3% | Added |
| Retirement Solution Inc. | 314 | $214.2K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 314 | $214.4K | 0.02% | +314 | New |
| Enterprise Financial Services Corp | 315 | $215.1K | 0.11% | −34−9.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 315 | $215.3K | 0.16% | +10+3.3% | Added |
| Roman Butler Fullerton & Co | 329 | $215.5K | 0.06% | +52+18.8% | Added |
| Naples Global Advisors, LLC | 317 | $216.8K | 0.02% | +63+24.8% | Added |
| Intrua Financial, LLC | 318 | $217.0K | 0.03% | +318 | New |
| Moloney Securities Asset Management, LLC | 319 | $217.8K | 0.03% | +319 | New |
| Journey Advisory Group, LLC | 320 | $218.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 339 | $218.6K | 0.01% | +8+2.4% | Added |
| Goldstein Advisors, LLC | 321 | $218.9K | 0.03% | −65−16.8% | Reduced |
| Covestor Ltd | 320 | $219.0K | 0.12% | +8+2.6% | Added |
| Golden State Equity Partners | 322 | $220.1K | 0.04% | +322 | New |
| Werba Rubin Papier Wealth Management | 323 | $220.6K | 0.04% | −24−6.9% | Reduced |
| Five Oceans Advisors | 324 | $221.3K | 0.08% | −20−5.8% | Reduced |
| Sunpointe, LLC | 325 | $221.9K | 0.08% | −1−0.3% | Reduced |
| Osprey Private Wealth LLC | 325 | $221.9K | 0.08% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 325 | $221.9K | 0.10% | +9+2.8% | Added |
| Echo45 Advisors LLC | 326 | $222.5K | 0.13% | −6−1.8% | Reduced |
| WPG Advisers, LLC | 326 | $222.6K | 0.17% | −9−2.7% | Reduced |