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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 390 | $264.9K | 0.01% | −66−14.5% | Reduced |
| Aries Wealth Management | 388 | $265.0K | 0.06% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 388 | $265.0K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 389 | $265.7K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 389 | $265.7K | 0.04% | +53+15.8% | Added |
| CFO4Life Group, LLC | 390 | $266.3K | 0.04% | −5−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 392 | $267.7K | 0.03% | 00.0% | Unchanged |
| Center For Asset Management LLC | 392 | $267.7K | 0.14% | −36−8.4% | Reduced |
| Drucker Wealth 3.0, LLC | 392 | $267.9K | 0.05% | +14+3.7% | Added |
| LifePlan Investment Advisors, Inc. | 393 | $268.4K | 0.11% | −1−0.3% | Reduced |
| Grandfield & Dodd, LLC | 393 | $268.4K | 0.02% | +20+5.4% | Added |
| Kovack Advisors, Inc. | 394 | $268.8K | 0.03% | +5+1.3% | Added |
| Riversedge Advisors, LLC | 394 | $269.2K | 0.05% | +32+8.8% | Added |
| Concentrum Wealth Management | 396 | $270.4K | 0.08% | +7+1.8% | Added |
| Walter & Keenan Financial Consulting Co | 397 | $271.1K | 0.08% | 00.0% | Unchanged |
| TFR Capital, LLC. | 398 | $271.8K | 0.09% | +4+1.0% | Added |
| Pinnacle Bancorp, Inc. | 398 | $271.8K | 0.08% | +22+5.9% | Added |
| ClearAlpha Technologies LP | 399 | $272.5K | 0.75% | +399 | New |
| LSV Asset Management | 400 | $273.0K | 0.00% | +400 | New |
| Lingohr & Partner Asset Management GmbH | 400 | $273.0K | 0.48% | +400 | New |
| Intact Investment Management Inc. | 400 | $273.2K | 0.01% | −4,400−91.7% | Reduced |
| Freemont Management S.A. | 400 | $273.2K | 0.21% | −900−69.2% | Reduced |
| Carret Asset Management, LLC | 400 | $273.2K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $273.2K | 0.16% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $273.2K | 0.07% | +400 | New |
| Corundum Group, Inc. | 401 | $273.8K | 0.11% | −32−7.4% | Reduced |
| Global Endowment Management, LP | 401 | $273.8K | 0.03% | +8+2.0% | Added |
| IFG Advisory, LLC | 402 | $274.5K | 0.01% | −10−2.4% | Reduced |
| Sageworth Trust Co | 403 | $275.2K | 0.01% | +403 | New |
| Berman McAleer LLC | 403 | $275.2K | 0.04% | +403 | New |
| Pine Harbor Wealth Management, LLC | 404 | $276.2K | 0.09% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 405 | $276.6K | 0.07% | −19−4.5% | Reduced |
| Physicians Financial Services, Inc. | 406 | $277.0K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 406 | $277.3K | 0.09% | 00.0% | Unchanged |
| Mma Asset Management LLC | 406 | $277.3K | 0.09% | +60+17.3% | Added |
| Foster Group, Inc. | 406 | $277.4K | 0.01% | +67+19.8% | Added |
| Financial Engines Advisors L.L.C. | 407 | $277.9K | 0.00% | −123−23.2% | Reduced |
| Altfest L J & Co Inc | 407 | $277.9K | 0.03% | −38−8.5% | Reduced |
| Guardian Wealth Advisors, LLC | 407 | $277.9K | 0.02% | −11−2.6% | Reduced |
| Harbour Investments, Inc. | 410 | $279.9K | 0.01% | +47+12.9% | Added |
| Continuum Advisory, LLC | 410 | $280.0K | 0.03% | +128+45.4% | Added |
| Hall Laurie J Trustee | 410 | $280.0K | 0.09% | +10+2.5% | Added |
| Nordwand Advisors, LLC | 411 | $281.0K | 0.04% | +125+43.7% | Added |
| BetterWealth, LLC | 412 | $281.4K | 0.07% | +15+3.8% | Added |
| Onyx Bridge Wealth Group LLC | 413 | $282.1K | 0.03% | +74+21.8% | Added |
| Moody National Bank Trust Division | 414 | $282.7K | 0.02% | 00.0% | Unchanged |
| One River Asset Management, LLC | 415 | $283.4K | 0.91% | +415 | New |
| Brown, Lisle/Cummings, Inc. | 418 | $285.4K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 419 | $286.1K | 0.00% | −3−0.7% | Reduced |
| Balentine LLC | 420 | $286.8K | 0.01% | +10+2.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 421 | $287.6K | 0.09% | +421 | New |
| Eubel Brady & Suttman Asset Management Inc | 421 | $288.0K | 0.03% | +421 | New |
| Omega Financial Group, LLC | 422 | $288.2K | 0.10% | +422 | New |
| Sepio Capital, LP | 423 | $288.9K | 0.02% | +423 | New |
| Portfolio Design Labs, LLC | 424 | $289.6K | 0.05% | −583−57.9% | Reduced |
| Cidel Asset Management Inc | 426 | $290.9K | 0.02% | 00.0% | Unchanged |
| Petix & Botte Co | 426 | $290.9K | 0.07% | +26+6.5% | Added |
| Howard Bailey Securities, LLC | 428 | $292.3K | 0.08% | −24−5.3% | Reduced |
| 180 Wealth Advisors, LLC | 428 | $292.3K | 0.04% | +5+1.2% | Added |
| United Advisor Group, LLC | 428 | $292.3K | 0.04% | +428 | New |
| Baker Boyer National Bank | 430 | $293.7K | 0.10% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 431 | $294.5K | 0.04% | +431 | New |
| Patrick M Sweeney & Associates, Inc | 432 | $295.0K | 0.19% | +31+7.7% | Added |
| Whalen Wealth Management Inc. | 432 | $295.0K | 0.17% | +432 | New |
| Paragon Private Wealth Management, LLC | 432 | $295.1K | 0.10% | +432 | New |
| Concorde Asset Management, LLC | 438 | $295.7K | 0.12% | +438 | New |
| Syverson Strege & Co | 433 | $295.7K | 0.07% | −10−2.3% | Reduced |
| Financial Advisory Service, Inc. | 434 | $296.1K | 0.02% | +2+0.5% | Added |
| Canopy Partners, LLC | 434 | $296.4K | 0.10% | +5+1.2% | Added |
| Legacy Advisors, LLC | 435 | $297.4K | 0.04% | +435 | New |
| Sax Wealth Advisors, LLC | 438 | $299.3K | 0.02% | +29+7.1% | Added |
| Perfromance Wealth Partners, LLC | 441 | $301.2K | 0.01% | −55−11.1% | Reduced |
| Eagle Wealth Strategies LLC | 442 | $301.8K | 0.15% | −18−3.9% | Reduced |
| Arete Wealth Advisors, LLC | 443 | $302.0K | 0.02% | −1,429−76.3% | Reduced |
| Balboa Wealth Partners | 444 | $302.9K | 0.05% | +147+49.5% | Added |
| JB Capital LLC | 445 | $303.8K | 0.01% | −12−2.6% | Reduced |
| CenterBook Partners LP | 445 | $303.9K | 0.02% | −2,260−83.5% | Reduced |
| Elser Financial Planning, Inc | 446 | $304.4K | 0.37% | −5−1.1% | Reduced |
| Arista Wealth Management, LLC | 446 | $304.6K | 0.04% | +14+3.2% | Added |
| Abel Hall, LLC | 447 | $305.3K | 0.12% | +5+1.1% | Added |
| Broadway Wealth Solutions, Inc. | 447 | $305.4K | 0.17% | +9+2.1% | Added |
| Synergy Financial Group, LTD | 448 | $305.9K | 0.21% | −18−3.9% | Reduced |
| LRI Investments, LLC | 448 | $306.2K | 0.03% | −37−7.6% | Reduced |
| Benin Management CORP | 449 | $306.6K | 0.07% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 449 | $306.9K | 0.19% | −1−0.2% | Reduced |
| Capital Analysts, LLC | 450 | $307.0K | 0.01% | 00.0% | Unchanged |
| Values Added Financial LLC | 450 | $307.3K | 0.14% | −10−2.2% | Reduced |
| Matrix Asset Advisors Inc | 451 | $308.0K | 0.03% | +1+0.2% | Added |
| Sage Rhino Capital LLC | 451 | $308.2K | 0.06% | 00.0% | Unchanged |
| SP Asset Management LLC | 454 | $310.3K | 0.02% | 00.0% | Unchanged |
| Wynn Capital, LLC | 455 | $310.7K | 0.15% | 00.0% | Unchanged |
| ORG Partners LLC | 455 | $310.9K | 0.06% | +57+14.3% | Added |
| Gallagher Capital Advisors, LLC | 2,456 | $310.9K | 0.18% | +2,456 | New |
| Jackson Square Capital, LLC | 457 | $312.1K | 0.07% | +31+7.3% | Added |
| ABLE Financial Group, LLC | 458 | $312.8K | 0.07% | −112−19.6% | Reduced |
| Guyasuta Investment Advisors Inc | 458 | $312.8K | 0.02% | +12+2.7% | Added |
| KFA Private Wealth Group, LLC | 458 | $313.4K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 459 | $313.5K | 0.04% | −6−1.3% | Reduced |
| Somerville Kurt F | 460 | $314.1K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 460 | $314.2K | 0.03% | −190−29.2% | Reduced |