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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 326 | $222.6K | 0.01% | +10+3.2% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 326 | $222.6K | 0.01% | +326 | New |
| Renasant Bank | 327 | $223.3K | 0.14% | −14−4.1% | Reduced |
| Bayforest Capital Ltd | 328 | $224.0K | 0.11% | −659−66.8% | Reduced |
| Worth Asset Management, LLC | 329 | $224.7K | 0.10% | −1,473−81.7% | Reduced |
| Consolidated Capital Management, LLC | 329 | $224.7K | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 329 | $224.8K | 0.06% | −2,233−87.2% | Reduced |
| Centurion Wealth Management LLC | 329 | $225.0K | 0.05% | +53+19.2% | Added |
| ARS Wealth Advisors Group, LLC | 330 | $225.4K | 0.02% | +22+7.1% | Added |
| YANKCOM Partnership | 331 | $226.1K | 0.10% | +2+0.6% | Added |
| Seeds Investor LLC | 332 | $226.5K | 0.05% | −159−32.4% | Reduced |
| Bayesian Capital Management, LP | 332 | $226.7K | 0.05% | −2,121−86.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 332 | $226.8K | 0.02% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 339 | $227.2K | 0.19% | +339 | New |
| Verus Capital Partners, LLC | 333 | $227.6K | 0.02% | +43+14.8% | Added |
| Beese Fulmer Investment Management, Inc. | 334 | $228.1K | 0.02% | −4−1.2% | Reduced |
| Putney Financial Group LLC | 335 | $228.8K | 0.23% | −50−13.0% | Reduced |
| Braun-Bostich & Associates Inc. | 336 | $229.5K | 0.14% | −3−0.9% | Reduced |
| Claret Asset Management Corp | 337 | $230.0K | 0.03% | −4−1.2% | Reduced |
| Latitude Advisors, LLC | 337 | $230.1K | 0.11% | +49+17.0% | Added |
| Chancellor Financial Group WB LP | 337 | $230.1K | 0.16% | 00.0% | Unchanged |
| Westmount Partners, LLC | 340 | $231.0K | 0.06% | +23+7.3% | Added |
| Royal Fund Management, LLC | 339 | $231.4K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 340 | $231.9K | 0.02% | −113−24.9% | Reduced |
| Motive Wealth Advisors | 340 | $232.2K | 0.10% | −3−0.9% | Reduced |
| Alpha Cubed Investments, LLC | 341 | $232.8K | 0.01% | −19−5.3% | Reduced |
| Cadent Capital Advisors, LLC | 341 | $232.9K | 0.06% | −1−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 342 | $233.4K | 0.02% | +13+4.0% | Added |
| Blue Chip Partners, Inc. | 342 | $233.6K | 0.02% | +10+3.0% | Added |
| Creekmur Asset Management LLC | 342 | $233.8K | 0.04% | −163−32.3% | Reduced |
| NovaPoint Capital, LLC | 344 | $234.9K | 0.06% | +344 | New |
| West Bancorporation Inc | 345 | $235.6K | 0.13% | −26−7.0% | Reduced |
| CFS Investment Advisory Services, LLC | 345 | $235.7K | 0.02% | +21+6.5% | Added |
| Blackston Financial Advisory Group, LLC | 346 | $236.3K | 0.14% | −6−1.7% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $236.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 347 | $236.7K | 0.07% | −105−23.2% | Reduced |
| Brooklyn FI, LLC | 350 | $239.0K | 0.05% | −101−22.4% | Reduced |
| WealthPLAN Partners, LLC | 350 | $239.0K | 0.04% | +350 | New |
| Marino, Stram & Associates LLC | 351 | $239.4K | 0.04% | +1+0.3% | Added |
| Northwest Wealth Management, LLC | 351 | $239.7K | 0.04% | +32+10.0% | Added |
| Quantum Financial Advisors, LLC | 352 | $240.1K | 0.03% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 352 | $240.4K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 352 | $240.4K | 0.06% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 352 | $240.4K | 0.18% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 352 | $240.4K | 0.08% | +3+0.9% | Added |
| Atlas Brown,Inc. | 352 | $240.6K | 0.07% | −3−0.8% | Reduced |
| Bank of Stockton | 353 | $241.1K | 0.07% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 353 | $241.1K | 0.04% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 354 | $241.8K | 0.06% | +43+13.8% | Added |
| Golden State Wealth Management, LLC | 354 | $241.8K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 355 | $242.7K | 0.23% | +355 | New |
| Fedenia Advisers LLC | 356 | $243.1K | 0.10% | +356 | New |
| Davidson Trust Co | 357 | $243.8K | 0.10% | +357 | New |
| One Wealth Advisors, LLC | 358 | $244.5K | 0.03% | +358 | New |
| XML Financial, LLC | 358 | $244.7K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 358 | $244.9K | 0.08% | −15−4.0% | Reduced |
| Associated Banc-Corp | 359 | $245.2K | 0.01% | 00.0% | Unchanged |
| May Hill Capital, LLC | 359 | $245.2K | 0.07% | +14+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 361 | $246.5K | 0.01% | +9+2.6% | Added |
| Green Harvest Asset Management LLC | 361 | $246.6K | 0.00% | −4−1.1% | Reduced |
| Castle Rock Wealth Management, LLC | 367 | $247.9K | 0.05% | −10−2.7% | Reduced |
| Luminvest Wealth Management LLC | 363 | $247.9K | 0.08% | −37−9.3% | Reduced |
| OneAscent Wealth Management LLC | 363 | $247.9K | 0.08% | −1−0.3% | Reduced |
| Heritage Investment Group, Inc. | 364 | $248.5K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 365 | $248.9K | 0.06% | +150+69.8% | Added |
| Nilsine Partners, LLC | 366 | $249.9K | 0.02% | +21+6.1% | Added |
| Stonebrook Private Inc. | 366 | $250.0K | 0.05% | −16−4.2% | Reduced |
| Gemmer Asset Management LLC | 368 | $251.3K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 368 | $251.3K | 0.01% | −5−1.3% | Reduced |
| Citrine Capital LLC | 369 | $252.0K | 0.12% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 369 | $252.0K | 0.16% | +31+9.2% | Added |
| PUREfi Wealth, LLC | 369 | $252.2K | 0.19% | +16+4.5% | Added |
| Park Place Capital Corp | 370 | $252.7K | 0.05% | +25+7.2% | Added |
| Pacitti Group Inc. | 371 | $253.2K | 0.10% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 371 | $253.4K | 0.05% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 371 | $253.4K | 0.08% | +10+2.8% | Added |
| First Citizens Financial Corp | 372 | $254.0K | 0.13% | +40+12.0% | Added |
| Samalin Investment Counsel, LLC | 373 | $255.0K | 0.09% | −25−6.3% | Reduced |
| Lantz Financial LLC | 374 | $255.4K | 0.06% | +19+5.4% | Added |
| PEAK6 LLC | 375 | $255.8K | 0.01% | +372+12,400.0% | Added |
| Advanced Asset Management Advisors Inc | 375 | $256.1K | 0.07% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 376 | $256.8K | 0.04% | +1+0.3% | Added |
| MQS Management LLC | 376 | $256.8K | 0.15% | +376 | New |
| Crawford Investment Counsel Inc | 377 | $257.5K | 0.00% | +17+4.7% | Added |
| Seldon Capital LP | 378 | $258.1K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 378 | $258.1K | 0.14% | +378 | New |
| Colonial Trust Co | 379 | $259.1K | 0.03% | +26+7.4% | Added |
| Farmers National Bank | 380 | $259.5K | 0.06% | +47+14.1% | Added |
| Sentinus, LLC | 381 | $260.2K | 0.06% | +381 | New |
| Fermata Advisors, LLC | 382 | $260.5K | 0.07% | +66+20.9% | Added |
| Eagle Strategies LLC | 382 | $260.9K | 0.03% | −40−9.5% | Reduced |
| Caerus Investment Advisors, LLC | 382 | $260.9K | 0.11% | +382 | New |
| Hutchens & Kramer Investment Management Group, LLC | 383 | $261.6K | 0.10% | +383 | New |
| Facet Wealth, Inc. | 384 | $262.2K | 0.01% | +384 | New |
| Figure 8 Investment Strategies LLC | 385 | $262.9K | 0.23% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 386 | $263.6K | 0.14% | +45+13.2% | Added |
| McDonald Partners LLC | 386 | $263.6K | 0.08% | +386 | New |
| Leo Wealth, LLC | 386 | $263.7K | 0.03% | −270−41.2% | Reduced |
| Fortis Capital Management LLC | 386 | $263.9K | 0.04% | +39+11.2% | Added |
| Linscomb & Williams, Inc. | 387 | $264.3K | 0.01% | +7+1.8% | Added |